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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 (3445)10/2/1998 7:41:00 AM
From: Mr. Happy  Read Replies (2) | Respond to of 18998
 
Speaking of Triple Turds - TNSI has been weak with the market - when is the bottom going to fall from under this turd?

MH



To: Mr. Pink who wrote (3445)10/2/1998 3:52:00 PM
From: F. Lynn  Read Replies (1) | Respond to of 18998
 
Mr. Pink
With so much turmoil in international markets, and daily painful revelations about finacial instiution's deriviative exposure, what do you think of gold stocks as a short term play?



To: Mr. Pink who wrote (3445)10/2/1998 9:20:00 PM
From: Bill Wexler  Respond to of 18998
 
Get ready to laugh...

biz.yahoo.com

refr-spd.com

Roger Babb directed me to this one.



To: Mr. Pink who wrote (3445)10/2/1998 11:15:00 PM
From: TRIIBoy  Respond to of 18998
 
Mr. Pink,

Your loyal servant has brought you a sacrificial company to your altar, I hope it is worth your pinkishness...

Immunex (NASDAQ: IMNX)

1)in the next two to three weeks estimates will go down from positive EPS of anywhere from $0.50 to $0.90 to losses.

2)Enbrel drug, which is the big drug company is basing current fortunes on, got a harsh review in FDA review panel in September, very restrictive labelling

3)company needs financing, analysts keeping it above water for juicy secondary

4)FDA has manufacturing concerns, possibility of a delay in November.

5)market cap does not justify the puny 15% margins it could get from Enbrel



To: Mr. Pink who wrote (3445)10/3/1998 2:01:00 AM
From: DavidD  Read Replies (1) | Respond to of 18998
 
TNSI: When did you cover and why didn't you tell your followers?

On Sep 1 (TNSI $14) you wrote: "Relax, everything is under control. Tnsi heading lower.

MP"

TNSI has since risen from 14 to 25.

Best wishes, dd

PS If I missed it, sorry, I only thought of it because of the article you posted a week ago or so...



To: Mr. Pink who wrote (3445)10/5/1998 12:02:00 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 18998
 
Hey Pinky, CMM just halted and field for BK! Ye hah!Criimi Mae is toast. Theme is that "it is difficult to raise capital in this environment"