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5	member 8/01/02 9:08AM Thanks for clarification
That does help very much. You obviously know your finance companies. I hear July month end marks on your PVN converts ended up as follows: 3 1/4: 55-59 Zeros: 24-27 Nice gain. Great call. view available tags
4	member 7/31/02 9:00PM reply to wan161
tx for the question - "knowing" the value of the loans is a good question - the answer is that you never have enough granularity to know the exact worth at every moment, unless you... login to read the rest view available tags
3	member 7/31/02 7:45PM Good price movement since your
I think the bonds must be up quite a bit with the stock up so much, percentage wise. I have to admit I have never followed consumer finance companies, so I have a simple question that... login to read the rest view available tags
2	member 7/31/02 7:53AM PVN conf call
PVN earned $0.09 (recurring) for the quarter and gave guidance for $0.06-$0.12 for 2H'02 - more importantly, PVN increased its cash/repo to just under $8bn, about $500m more than i anticiapted in my write-up -... login to read the rest view available tags
1	member 7/29/02 10:29PM WHY THEY'RE TRADING AT THESE L
i believe that traditional convert investors cannot buy the PVN converts because the stock is either to volatile to short, or is often below $5 and therefore to difficult to short (at least this is... login to read the rest view available tags