SI
SI
discoversearch

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 (2113)8/19/1998 6:21:00 PM
From: limit  Read Replies (1) | Respond to of 18998
 
Mr Pink

Could you disclose how ENVY came up on your screen?

Did you bail in the teens today?

Thanks for your continued advice.



To: Mr. Pink who wrote (2113)8/19/1998 9:29:00 PM
From: valueminded  Read Replies (2) | Respond to of 18998
 
Mr. Pink

Shorted LBOR the other day. Missed Envy because I wanted to read up on it myself and not take your word for it. That bit of slow reading hurt.

On LBOR, the key for me was <They are self insured> reminds me of another stock a couple of years ago, same business "huge growth" but never any equity growth, etc etc - symbol was ESOL now trades in low single digits.

Thanks for your diligence. BTW what else you have up your sleeve.
I presume you did not have an opinion on TERA I mentioned earlier.

Sincerly

Studyingtobecomeafisherman
Chris



To: Mr. Pink who wrote (2113)8/20/1998 2:13:00 AM
From: Spunky Beaver  Read Replies (2) | Respond to of 18998
 
Deja Vu!

LBOR sounds like ESOL of April/May 97 all over again!

1. Underestimation of worker's comp
2. Income w/o earnings
3. Management promotional aspect
4. Foolish conference calls
5. Zealous momentum players
6. P/E of 85.xx

This dog might have dropped 7 & change yesterday, but this sucker will be at 7 or less real soon.

Thanks for cluing me in Pink dude!

Smiling Spunky Beaver