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

To: Sir Auric Goldfinger who wrote (4242)10/16/1998 4:39:00 PM
From: Rex Dwyer  Read Replies (2) | Respond to of 18998
 
Shorted CCR at $39 3/4 after your post. I like it better than PVN because it deals with mortgages. Credit card issuers don't seem to be cracking yet.

I like this from CCR: "increased production earnings from higher fundings more than offset lower servicing earnings driven by low rates and high prepayments."

After AG reduced rates again, we should see even more prepayments.

Technically, me thinks this short covering rally has finally played out.

Rex



To: Sir Auric Goldfinger who wrote (4242)10/16/1998 6:38:00 PM
From: David S.  Read Replies (1) | Respond to of 18998
 
CCR was a decent band.



To: Sir Auric Goldfinger who wrote (4242)10/19/1998 7:15:00 AM
From: Mr. Pink  Respond to of 18998
 
re ccr, the whole group has shot up on panic buying and short covering...ccr is a turd whose dumping ground NDE has been shut down for the time being....Mr. Pink thinks it stinks.

Mr. pink


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