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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 (552)10/27/1997 10:13:00 AM
From: John H.  Read Replies (1) | Respond to of 18998
 
Pink -

What say you about DRYR? With a P/E of >500, methinks they're going to hit the ground like a hefty bag full of vegetable soup. They've been weasling down as of late....

John H.



To: Mr. Pink who wrote (552)10/27/1997 9:44:00 PM
From: Nicholas P. Acquaviva Jr.  Read Replies (4) | Respond to of 18998
 
Mr. Pink, I believe!! I tried to short today but they said they couldn't. I didn't realize the market was taking such a serious hit.

Someone else mentioned a dec 20 PUT. I believe it's ASK is now 3.

My question, is this a good way to short this one. If it's too late, do you have a better play now that this one seems to be discovered?

Thanks,
Nick

PS: I tried to do my homework early on this one but couldn't find any SEC info.



To: Mr. Pink who wrote (552)10/29/1997 10:28:00 PM
From: andrew krull  Read Replies (1) | Respond to of 18998
 
Dear Mr. Pink:
I have been reading your thread since May. You're great.
Are you still holding SHSE? I checked the Edgar filings and the smart money appears to still be holding on. What about any of the following: CFWY, LBFC, OAIC, OGGI, PICO, SKP. LBFC appears fully valued. LEN-is there any reason to convert to Class B shares? Miller holds majority rights anyway. Looking forward to Pink wisdom.
Andrew