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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 (2700)9/7/1998 11:51:00 PM
From: Mr. Pink  Read Replies (4) | Respond to of 18998
 
ICII is Icky. Short it with impunity. Bood value is around 8 but adjusted for its worthless position in SFC and other necessary writedowns, book value should be around 6 bucks--and they will have a liquidity crunch. Short the shit out of it as has Mr. Pink.

PTVL is a turd.

Mr. Pink



To: valueminded who wrote (2700)9/10/1998 12:36:00 AM
From: Larry Abrams  Respond to of 18998
 
Subprime REITS blowing up all over the place. Who's next?

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