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


To: valueminded who wrote (1893)7/25/1998 11:48:00 AM
From: Mr. Burnt Sienna  Read Replies (1) | Respond to of 18998
 
Perhaps we need to have an in-depth look at DOSE. On July 15, Mr. Pink posted: <<This market hates small cap stocks. Look for value in bigger caps. DOSE is cheap, but a hold. >>

Now he posts: << Sold BEV some time ago, dose is a nightmare and just preannounced. sell dose too.

Mr. Pink >>

If I go back this spring, there were more than a few times that Mr. Pink beat the drum for DOSE. What's changed?

Is this a "street" phenomenon? Is it a "fund" phenomenon? Was this a 'pump and dump' exercise?

Is this company having problems? Is it a 'sector' issue? -BEV's problems seem to be Medicare labor costs in nursing homes. Does this tar DOSE. Is there a cross-over risk? - MDM has also cratered, but within it Caremark is doing well - setting targets and hitting them. DOSE aside from a 9% ownership by CXSNF, has a relationship with them. Is this a problem? Stadlander's by reputation isn't great shakes.

I've got a lot of questions, but few answers. Since Mr. Pink has been the big advocate of DOSE, I'll post here.

Mr. BS



To: valueminded who wrote (1893)7/26/1998 7:45:00 PM
From: Mr. Pink  Read Replies (1) | Respond to of 18998
 
Dose was a disaster, and probably dead money form here. (Mr. Pink did not get out in time either)

Mr. Pink