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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 (1304)	4/1/1998 1:30:00 PM
From: Andrew Spurlin	Read Replies (1) \| Respond to of 18998

PINK 101 What does this statement from DOSE really mean ?? "The notes will not be registered under the Securities Act of 1993 and cannot be offered or sold in the United States absent registration or an exemption from registration under applicable securities laws. PharMerica intends to file a registration statement covering the offering of a new issue of a substantially identical senior subordinated notes to be offered in exchange for the original notes." What is the result of the "exchange" ???? Thanks Andrew

To: Mr. Pink who wrote (1304)	4/1/1998 1:42:00 PM
From: Nicholas P. Acquaviva Jr.	Respond to of 18998

Mr. Pink, As a new spinoff AGX looks pretty good. My question, will institutional investors be dumping because of the non dividend or is this a good buy at present? I have also have been watching AHG, will this be the last opportunity to get in or is it still too risky? Thanks in advance, Nick

To: Mr. Pink who wrote (1304)	4/4/1998 10:09:00 PM
From: andrew krull	Respond to of 18998

Mr. Pink so glad that you will continue posting. Could you expound more on AGX? There has been a lot of volatility in the initial trading days? Are you a buyer? Did you ever hear of Bob Robotti? I met with him last week and heard a few interesting value ideas. Andrew

To: Mr. Pink who wrote (1304)	4/6/1998 12:36:00 PM
From: valueminded	Read Replies (1) \| Respond to of 18998

Mr. Pink: Thanks for comments. CFWY looks waaay cheap. Any commentary why they should be so far below their peer group. I noticed you put their ebitda at 2.5x of enterprise value. I come up with about 7x based on ttm. I sold my AHG, the day the deal fell through. I didn't like the sounds of what I heard and something seems a little strange. Decided to invest in some calls in the May frame and see what pans out by then. One last question, I bought some ESOL based on advice without doing my own due diligence. Subsequent investigations show it to have a ebitda/enterprise value >20 i.e not the best value. My question for you is are you aware of their managment and how do you rate them if you know them ? thanks