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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (17881)	9/21/2003 6:52:40 AM
From: torquatus	Respond to of 18998

Speaking of companies emerging from BK, how about Conseco? Now CNO.

To: Mr. Pink who wrote (17881)	9/22/2003 8:16:41 AM
From: Jane4IceCream	Respond to of 18998

Hi Mr. Pink. Jane

To: Mr. Pink who wrote (17881)	9/22/2003 3:45:37 PM
From: boneil55	Read Replies (1) \| Respond to of 18998

HAYZ Mr. Pink, HAYZ is indeed an interesting situation. Fairly strong last quarter and seems to be on track to meet its POR estimates. It also looks like it will generate significant FCF. At 4.5x, a roughly 18% FCF yield and the potential for cost savings, it is cheap enough to compensate for the difficult operating environment it is in. Seems to be a $22+ stock hiding out at $16 -- at least in my very humble opinion, which is offered while bowed and kneeling to You. --Brian