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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 (1592)5/31/1998 11:32:00 PM
From: Z man  Read Replies (2) | Respond to of 18998
 
Isn't AHG a better short pick...I mean who would join this board after all they have been through.....large debt...shareholders law suit... criminal actions by the management. How can someone control the company with only 10 % of the equity (Which by the way is losing value daily). What happens to the stock if the Coram deal does not materialize. Mr. Pink have you lost your senses. You told us to buy this stock at 14 and that a deal was in hand. Then you said by the end of April there would be a " BIG" announcement. Well you wrong it was the end of May and what happens 5 of the board members quit. Don't you think this a better short before it hit's $ 5 and we can't short it any more....



To: Mr. Pink who wrote (1592)6/3/1998 2:13:00 PM
From: maurice18  Read Replies (1) | Respond to of 18998
 
Mr. Pink-The Coram you mention as a possible acquiror of AHG, is that CRH that does home infusion? If so, it seems pretty cheap, very low p/e and signing up new accounts weekly. Would they pay stock or cash?
Thanks.
By the way, You may recall I mentioned AXR (Amrep) to you a few weeks ago and you were kind enough to look at it. As I recall you liked the fundamentals but it had a 40% s/h which you viewed as a negative. I predicted someone would force a split up of its 2 diverse businesses, the land development and the magazine fulfillment. Recently, that is exactly what they announced they would do and are seeking an IRS ruling. The stock has hardly moved despite this and when the IRS ruling date nears or is annunced positively, the stock value should become apparent to all. Comments?



To: Mr. Pink who wrote (1592)6/12/1998 4:11:00 PM
From: valueminded  Read Replies (1) | Respond to of 18998
 
Mr. Pink

Your presence (and prescience sp??) are missed. I see that your CCSI prediction came true.

Question, do you still like AHG and CFWY. I seem to be underwater on these but am considering adding. For AHG, I am having trouble locating the catalyst which would unlock the value.

thanks