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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 (2044)	8/14/1998 5:03:00 PM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 18998

Well, then we are in concurrence. Questions, class? Load up!

To: Mr. Pink who wrote (2044)	8/14/1998 9:26:00 PM
From: Peter V	Read Replies (1) \| Respond to of 18998

Re ENVY: are you talking about this tidbit from their Marketguide profile (not even buried in the 10Q)?: Results reflect internal growth of transaction volume and the absence of a $3 million write-off of acquired in-process technolgy. So am I correct they would have lost a million instead of showing 2 million net income if they had included the write-off? Or is there some other nefarious accounting procedures buried in the financials? One more question, why has the short interest been 3 million and change for the last 12 months? I was expecting to see a gradual increase, but there has been very little change for an entire year.

To: Mr. Pink who wrote (2044)	8/17/1998 9:28:00 PM
From: Y2k_fan	Respond to of 18998

What happened to GBUR today? Do you expect the run-up to continue?

To: Mr. Pink who wrote (2044)	8/18/1998 2:52:00 PM
From: Mr. Pink	Read Replies (9) \| Respond to of 18998

Repost: Heed the Word of Mr. Pink To: +Auric Goldfinger (2045 ) From: +Mr. Pink Friday, Aug 14 1998 5:01PM ET Reply # of 2061 ENVY is a piece of shit. Their method of writing off acquisitions could be challenged by the SEC. Although Salomon claims the sales force teach in is next week, and the road show after labor day, one need only look at the SEC's spanking of McDonalds to see that they frown on aggressive accounting like that of ENVY's. The business is also overvalued and they have lost their largest customer, MEDIQ to MediAmerica, a company currently in registration. Mr. Pink is short and so should you be. Mr. Pink Next Previous \| Previous \| Next \| Respond \| View 3 replies to this message