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


To: marketmover who wrote (6459)1/28/1999 3:07:00 PM
From: Mr_X  Read Replies (1) | Respond to of 18998
 
If you like LBTYA, you will LOVE AGPRB - lots of TCI, LBTYA, TCI Ventures shares plus Teligent stock, all worth 70, plus a private company called True Position and some Mexican cellular junk. Stock trades at 48. Only drawback is the deferred taxes, a la Berkshire Hathaway. A value play from the old school.



To: marketmover who wrote (6459)2/2/1999 9:17:00 PM
From: Mr. Pink  Respond to of 18998
 
Yes! Mr. Pink couldn't agree more...the internet stocks are an amusing distraction. Mr. Pink loves your picks He owns LBTYA via an interest in TCIVA, (you get .52 shares of LBTYA for each share of TCIVA, so why not shave off a buck?)

He will revisit GMH; He owned it from the Ratheon spin-off but sold in the high 50s....time to revisit.

mr. pink