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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: The Philosopher who wrote (1872)7/23/1998 6:38:00 PM
From: MeanReds  Read Replies (1) | Respond to of 18998
 
Do you have thoughts on whether Cendant has shaken out enough yet, whether the core business and assets are solid, and whether it is a value play?

I would also love to hear the oracular Mr. Pink's thoughts on Cendant.

We are hanging on your every word...

Meanreds



To: The Philosopher who wrote (1872)7/24/1998 7:36:00 AM
From: Mr. Pink  Respond to of 18998
 
Re CD, it is a favorite holding of Mr. Pink. keep in mind shares are risky particularly if big picture thinker Forbes stays in.

mr. pink's money is on Silverman staying in and CD shares rising to a 20X multiple of '00 earnings of 1.40 some time next year. Good internet assets in CUC could give this some juice.

Mr. pink


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