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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 (2770)9/9/1998 8:27:00 PM
From: lindend  Read Replies (1) | Respond to of 18998
 
>They are dirtbags and use tricky accounting to trump up sales. >

Your track record speaks for itself. I doubted you on Tava, and shorted far too late in the cycle (although it will still be a nice profit when I cover). I don't want to repeat with TNSI, but ....

REXI, FP, LHSG etc. are such compelling TT/flies that I am really struggling justifying allocate $$$ to TNSI when all I have is your word that the accounting is fishy.

Is there anything more that you can say that will give me a warm fuzzy about shorting this puppy?

Am I missing something that everyone else sees?