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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 (1687)6/30/1998 10:08:00 AM
From: big run  Respond to of 18998
 
mr pink, shorts always get bashed.

what's up with dstm? do you see that as a short?

best




To: Mr. Pink who wrote (1687)6/30/1998 10:37:00 AM
From: valueminded  Read Replies (1) | Respond to of 18998
 
Mr. Pink:

After you recommended SHSE some months ago, I did due diligence and bought some. I now must part with it but in this case, parting is definitely not sorrowful.

Hence the question, do you like any of the following at their current prices: ICBC , CFWY, AHG, or FSC ? These are three I am currently looking at.

thanks



To: Mr. Pink who wrote (1687)7/3/1998 9:57:00 AM
From: andrew krull  Read Replies (1) | Respond to of 18998
 
Yes, thank you Mr. Pink for SHSE and LEN !!! I have doubled my money on each. I am sure that Loeb, Keswin and Joel are real happy too. Any comment on AHG, AGX or CFWY?
Andrew



To: Mr. Pink who wrote (1687)7/3/1998 1:21:00 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 18998
 
It is a tough life for those of us who play both sides of the Street. I wish to also thank Mr. Pink for mentioning DSTM. While others on SI, will be "shocked, just shocked" to know this, but we had been long DSTM for a long time, ignoring its "southern style" capitalization of software development costs and the lengthening of the DSO's.

Even when the CFRA report came out, we were hesitant, having fallen for the product and the management. Having been a relative closet fan of Pinks, we woke up at his mere mention of one of our longs as something that might be under the forces of gravity. hell, we were so stuck on DSTM that we were even ignoring the fact that some of shareholder brethren were major Mos. Now we have cleansed our portfolio and perhaps not a day too soon. Thnx Pink. Regards, AG.