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


To: alan who wrote (7859)4/20/1999 2:30:00 PM
From: Mr. Pink  Read Replies (2) | Respond to of 18998
 
Mr. Pink sees that there are a number of highly regarded value investors in the holder's list....It does not seem to have participated up in the rebound in value and small caps....A ground war in Kosovo would be a big plus as well. Looks interesting--PRMX.

Mr. Pink



To: alan who wrote (7859)4/20/1999 4:14:00 PM
From: TRIIBoy  Read Replies (2) | Respond to of 18998
 
I own Primex, and let me tell you it is a cheap cash machine. The only problem is its liquidity thought the company is trying to change that as it recently split 2 for 1.

This is a solid business regardless of the activities in Kosovo because they sell replacable product. The Army trains with their ammo and has to replace it constantly.

Last time there was a war, Gulf war that is, they earned an unofficial $3 to $4 a share in EPS as a sub of Olin.



To: alan who wrote (7859)4/21/1999 8:50:00 AM
From: marketmover  Read Replies (1) | Respond to of 18998
 
Alan -- i own it too. PRMX is great value.
But it suffers from small-cap-itis.