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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 (6372)1/26/1999 9:21:00 AM
From: Bear Down  Read Replies (1) | Respond to of 18998
 
Has He had a chance to look at CTRN and the link i sent Him??

Also, nice call on UIHIA, too bad we played second fiddle to yahooligan's. ;-) I waited for a pullback that we obviously won't get. He is definitly all knowing. Good day



To: Mr. Pink who wrote (6372)1/26/1999 10:05:00 AM
From: Mr_X  Read Replies (1) | Respond to of 18998
 
Is Mr. Pink at all concerned with the negative results of Vencor, the sole tenant of the Ventas properties? Seems like Vencor is saying "Our revenues are down, our expenses are out of control, we are writing down all of our recent acquisitions to reflect out gross overpayments, but because we are in such disarray, we don't know by how much yet. Plus our banks are pissed at us for violating all our covenants, and we have to crawl to them for waivers."

But at least they are still paying their rent. Should we be concerned?

Mr X



To: Mr. Pink who wrote (6372)1/26/1999 9:22:00 PM
From: steve host  Read Replies (1) | Respond to of 18998
 
Mr Pink: how would you evaluate the success of the UPC IPO on the market value of UIHIA - do you agree that every $1 move up should = $2 increase in the value of UIHIA ?