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


To: Sid Turtlman who wrote (2613)9/4/1998 2:00:00 PM
From: Moe B. Loney  Read Replies (1) | Respond to of 18998
 
They are a wonderful company to gather stock information from. If you can short non-marginable stocks.

Here is couple of messages on SI from one of the stocks I remember them backing. These comments tell the story better than I could.

Message 287425
Message 288549
Message 2543327
Message 3463041

Just call them ask ask for information on their favorite stocks.

Liviakis Financial Communications, Inc.
John Liviakis or Robert Prag
Phone: 916-448-6084 Fax: 916-448-6089



To: Sid Turtlman who wrote (2613)9/7/1998 10:21:00 AM
From: dwight vickers  Respond to of 18998
 
Sid,

That's what my observation has been regarding Liviakis.

Very large up move followed by collapse.

Since PESI hasn't had the up move yet, it's probably too early to short. As a matter of fact I'm currently long since the stock was cut in half during the market decline. I've never seen even the worst of these REG.D/S discounted converts go straight to zero, without some sharp bounces prior.

A couple of caveats on PESI.

1. Insider buying. Easily explained, but still different from what I'm used to seeing.

2. Not a huge REG.D. Only $3 million.

3. Company just received a big government contract and is in an interesting business. Waste disposal/pollution control.

4. Don Wolanchuk recommends it. He was No.1 market timer (Timers Digest) for about 3 years running, until just recently. He is very highly regarded.

Maybe I'm being too hard on them on the PESI Yahoo board?

Thanks for your thoughts.

Dwight