Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mr. Pink who wrote (1956)	8/3/1998 8:20:00 AM
From: valueminded	Read Replies (2) \| Respond to of 18998

Mr. Pink On the surface, BFT appears to be Ok. Highly leveraged but Ok. I presume your mention of accounting issues is one of when they count the revenues. Please enlighten. TEV ~ 1billion, EBITDA (if you believe it) 23mil/qtr It has already fallen quite a bit from 40. Do you like it as a short candidate or would I be better off sticking with the likes of ACRT, SRCM, ABTE. Seems like an ideal period to start picking on the midcaps as everyone is running away from them. Even the good ones like CFWY or OTL or USU are getting hit. Although my hope is they will be hit less hard as they have good cash flows. thanks for you advice

To: Mr. Pink who wrote (1956)	8/3/1998 9:28:00 AM
From: Blue On Black	Respond to of 18998

Mr. Pink, Would you view the SEC investigation of CLST as an opportunity? lee

To: Mr. Pink who wrote (1956)	8/3/1998 10:47:00 AM
From: andrew krull	Respond to of 18998

Mr. Pink Would you take a look at COBR? Trading at book and a PE of 5. They make Cobra CBs,telephones, and emergency warning systems. Recent management change as old time CEO retired. New fresh line of product with deals with Sprint, GM etc. Would you buy more ICBC? Trading at 1.2 book. Andrew