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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 (4191)	10/15/1998 2:37:00 PM
From: TraderXx	Read Replies (1) \| Respond to of 18998

Mr Pink..what do you think of the news of reports of the latest infusion of cash to FP? Thanks

To: Mr. Pink who wrote (4191)	10/15/1998 7:47:00 PM
From: TRIIBoy	Read Replies (2) \| Respond to of 18998

How long would you wait before jumping in and shorting financial companies or is the current rally and Fed cuts to painful for you to fight? Another question: You once told me that when it is time you will go long again, have we reached that time? Thanks.

To: Mr. Pink who wrote (4191)	10/15/1998 11:33:00 PM
From: CoffeePot	Read Replies (1) \| Respond to of 18998

Hey Pinkie, how long do you think PVN can sustain a double digit book value, now priced @ 11 x's book, today's rally looked pretty strong, any idea when your followers will be through covering?? LOL short PVN >$80??? might take a nibble tomorrow

To: Mr. Pink who wrote (4191)	10/16/1998 12:43:00 PM
From: Larry Voyles	Read Replies (1) \| Respond to of 18998

Your Pinkness: I must confess that I may have royally screwed up. Bought BMCS on the possibly erroneous presumption that Prudential and Goldman read the wrong earnings release. Are Financial Shenanigans indeed in progress? "BMC falls on worries over deferred revs" biz.yahoo.com Your Obedient Servant, L.

To: Mr. Pink who wrote (4191)	10/16/1998 1:54:00 PM
From: Sir Auric Goldfinger	Read Replies (3) \| Respond to of 18998

Mr. Pink what does your hydra-esque network say re: CCR? Me thinks these boyz have a similar management style to FP. That is to say one should should wash their hands after meeting with these folks as they are fast and loose. Banzaai, Mr Pink?

To: Mr. Pink who wrote (4191)	10/17/1998 3:19:00 PM
From: Gary105	Read Replies (1) \| Respond to of 18998

MP, what are your thoughts on SIR at current levels? Gary

To: Mr. Pink who wrote (4191)	10/17/1998 8:22:00 PM
From: xfiles	Read Replies (2) \| Respond to of 18998

JDEC trading at 35x next year's very questionable EPS guess, well above the ERP group's multiple, in a notoriously weak group, and with inferior products/services/sales to boot. Look at the day charts. Starts high and falls throughout the day. Time after time. It's held up by air. Next stop, $16. x.

To: Mr. Pink who wrote (4191)	10/17/1998 8:28:00 PM
From: limit	Read Replies (2) \| Respond to of 18998

MR Pink LU 1 for 1 ASND. Next Week.

To: Mr. Pink who wrote (4191)	10/18/1998 1:21:00 AM
From: Ms. Blumkin	Read Replies (1) \| Respond to of 18998

Mr. Pink, Do you have any views on the nice boys at Anthracite Capital ("AHR")? It seems to me that their mothers should have told them that there would be days like this, but from what I hear they may have actually gotten their bank lines increased, and actually been a purchased of CMBS in the past two weeks or so. If this were to be true, AHR looks like a steal. I await your insight, for any nice boy who does it for the memory of his mother is someone to whom I feel glad to be sharing my 98 years of insights. Please let me know if you've an opinion, as it seems like Crimmi Mae has put a stigma on these fine fellows that may be wholly undeserved.