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Strategies & Market Trends : Value Investing

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To: Peter O'Brien who wrote (12674)	6/22/2001 11:12:32 AM
From: Bob Rudd	of 78683

<<any thoughts on GCW?>>Started small position. EV/EBITDA <3 Really good cost control - I like managements moves. The Rev growth is down on the economy and BK at 2 retailers, but the economy will come back and retailers are just channels not end-users. The company is up for sale [Hired IB to 'enhance value'] and this could be catalyst. I can see this taken out 6x EBITDA or better...and still be cheap. This would be good strategic fit for larger apparel co with complementary logistics...easy for this to be accretive at much higher takeout. Just my impressions...could be wrong.

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