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Strategies & Market Trends : Value Investing
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To: cgw1948 who wrote (12238)3/31/2001 12:32:39 AM
From: TimbaBear   of 78678
 
cgw1948:

Sorry for the delay in response, the message wasn't responding to me, so I didn't get notified when I logged on to SI, I like to wait until there are a bunch of posts before going to a particular board.

Anyway, I looked at MOBE. I don't like it for a number of reasons, first, it is less than a year old since IPO, and I like at least a three year history. Second, although it is selling below NetNet value, the cash burn rate doesn't give me the margin of safety I look for in a NetNet. I only pick companies these days that are cash flow and Free Cash Flow positive and MOBE is neither. All the cash they have is from selling stock at the IPO.

Thanks for bringing it up, but I'll pass for now.

Timba
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