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


To: RockyBalboa who wrote (3992)10/12/1998 1:37:00 AM
From: Pancho Villa  Respond to of 18998
 
Chris, good job. in my opinion, LEH would not survive a mark to market of their portfolio either. Disclaimer: Unlike the sec, to whom supposedly leh show their books, I have not seenLEH's books I am just making an educated guess given the action we have seen in the last few days and the incredible leverage they showed in their 6/30/98 balance sheet.



To: RockyBalboa who wrote (3992)10/13/1998 5:46:00 AM
From: Mr. Pink  Read Replies (1) | Respond to of 18998
 
Mr. Pink has done no work on CLR, but one sell side analyst thinks it is going to zero...Be careful.

Mr. Pink