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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (15922)	12/14/2002 2:46:40 PM
From: TimbaBear	of 78670

Dale Baker CUB - started a long position on Friday. Feedback from the thread would be appreciated. Just did a quick cash flow analysis for 2002, 2001, and 2000 fiscal years. At 2002= $.46/share; 2001= $.06/share; and 2000= $1.06/share, I don't see anything in the free cash flow to spark my interest. The dividend rate of .76% is only in the money market area. It appears that the bet on this would be massive revenue increases due to the military increasing their spending for its products. I have no way of judging the likelihood of that actually occurring, but "as is" the flow to the bottom line doesn't offer me much margin of safety. At the current share price of $18.40, I could get $.92 return with a 5% CD or dividend, which is over twice the 2002 cash flow for CUB, almost 3 times the year average cash flow and almost twice the three year average. Having said all that, the chart does look interesting. Nice trend in price since June 0f 2000. I'm not buying on momentum yet. So, based on my read of the cash flow, I'd pass. Timba

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