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Strategies & Market Trends : Roger's 1998 Short Picks
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To: CalculatedRisk who wrote (2904)2/13/1998 9:00:00 PM
From: Pancho Villa   of 18691
 
>>IMO, WDRY is not a great short. The only reason cash flow is negative is because of the debt. This can and probably will be fixed.<<

CR: sure. they would first need to generate the CF to pay back the debt. Even though the low interest environment we are in may help I paying the debt, I doubt return on assets will ever be decent. As I said in a previous piece, this company already belongs to the debt holders.

Pancho
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