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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 (3537)10/5/1998 3:02:00 PM
From: Sir Auric Goldfinger  Respond to of 18998
 
Hey, I used your patented reverse combo to short PVN at 83 last week. Where do I send the royalty payment. Astonishing how quickly these sub-(insert word)-lenders are coming unglued. NDE stated book is $12, no?



To: Mr. Pink who wrote (3537)10/5/1998 3:13:00 PM
From: Sir Auric Goldfinger  Read Replies (5) | Respond to of 18998
 
Merrill is going up against His word on NDE, saying that it is an intra-day buying opportunity. We shall see who wins this one won't we?



To: Mr. Pink who wrote (3537)10/5/1998 3:39:00 PM
From: ElmoDog  Read Replies (2) | Respond to of 18998
 
You are a smart one, Mr. Pink. Just did some checking around -- 2 large shareholders liquidating NDE positions, apparently. One forced (real liquidity problems -- I think you know who it is), the other out of frustration re CMM as analyst wants the pain in the sector to end. You knew this was happening today, didn't you?

Did some more work -- still don't understand fundamental short. Liquidity call was genius, if it was planned. However, NDE will do $0.55 this Q -- w/ high quality earnings. Overreserving, etc. Dividend intact. Residential mortgages ok. This doesn't seem like one of yours??



To: Mr. Pink who wrote (3537)10/5/1998 6:33:00 PM
From: majormember  Respond to of 18998
 
Mr. Pink,

NDE reports Oct 15th, day before option expiration.
Do you recommending selling before or holding after earnings.

Thank's for your wisdom.

Skane




To: Mr. Pink who wrote (3537)10/5/1998 11:27:00 PM
From: BillyJoe McCallister  Read Replies (1) | Respond to of 18998
 
Mr. Pink, Lots of non believers on the ACF thread on Yahoo, maybe you
could introduce yourself, so they believe. Up over 10% ON THIS, thanks.



To: Mr. Pink who wrote (3537)10/5/1998 11:29:00 PM
From: TraderXx  Read Replies (1) | Respond to of 18998
 
Mr Pink..what happens in the case of CMM, who declared bankruptcy today, as far as their stock is concerned. If you had shorted it (which you probably did) before the fiasco, what would happen to the stock now concerning your profits? Obviously its gonna tank so how can you buy back to cover? Sorry for the novice questions, but just wonderin'. Thanks again.



To: Mr. Pink who wrote (3537)10/5/1998 11:41:00 PM
From: Muhney  Read Replies (4) | Respond to of 18998
 
Mr Pink...I am curious.
Since we are somewhat competitors.
I am curious. Why do you not tell your little option buying lemmings to cover on FP?
I understand the dilemma that sub-prime lenders are in, and I know why the dilemma has occurred. But yet you post 6 or 7 times that FP is going to -zero-. You know and I know that the chance of that happening is small.
You have really been on top of this call with your short idea. Seems like a lot of your lambs have made money. As an advisor...isn't it prudent (you do know that rule don't you) to take the money and run?
Instead of holding on to something that could blow up in your face?
I am just curious, and this post does not contain the intent of ill will.
See ya!
Muhney



To: Mr. Pink who wrote (3537)10/5/1998 11:50:00 PM
From: Muhney  Respond to of 18998
 
And 1 more thing.
Wouldn't you think someone posting the same message on a board several times would appear to show intent of manipulation?
Or do you (like me) have kids that you have to tell 3 times to do something, before they do it?
regards,
Muhney