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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 (1564)	5/18/1998 11:41:00 AM
From: Nicholas P. Acquaviva Jr.	Respond to of 18998

Mr. Pink, I bought into AHG a while ago and it's taking a beating this morning. I know you cautioned that if JLL got out the stock would go lower. So here are the questions. Why did JLL get out without a scratch? (no law suite) Are the books at AHG cooked? I heard through YAHOO thread that a possible buy @ 12-14. Is this reasonable and what time frame might that be? Thanks in advance, Nick Acquaviva Still holding dose, soi, shse, fsfh : any follow up on these would also be appreciated.

To: Mr. Pink who wrote (1564)	5/18/1998 6:57:00 PM
From: Mr Bond	Respond to of 18998

Mr Pink, Mr Bond has done his research and would like a second opinion. I refer Mr Pink to my posts elsewhere on CCRO and CRLS, two stocks which have been hammered by the markets due to the loss of development contracts (most likely out of their control and unrelated to service issues). They are in an industry (contract research - the leader being QTRN) which is enjoying strong growth. I believe the markets have over-reacted, and these stocks are under-valued. I also bring my posts on CVD to Mr Pink's attention. CVD is QTRN's closest competitor (CVD is a Corning spin-off with good press from its clients, check out "Centrewatch", an industry review), but CVD is trading at 25x consensus 98 earnings vs peer group's 35x (composed of AAII, CVD, IBAH, KNDL, PRXL, PHX.TO, PPDI, QTRN), and QTRN's 49x 98 earnings. CVD is a spin-off which has never achieved the ratings of its competitors, but consistently achieves/exceeds EPS forecasts. I seek Mr Pink's views. Yours thankfully in advance Mr Bond