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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7251)5/21/1999 1:06:00 AM
From: Bob Rudd   of 78883
 
Jim: SVR Inventory appears to be variously considered as the resort buildings and the vacation intervals, which, of course, are the blocks of time SVR sells to customers. A room or suite might break up to 26 2-week vacation intervals. If they sell 10, they have 16 left in inventory. The balance sheet line item for land, buildings, and utilities would probably be the offices they work out of rather than inventory buildings.
Very good point on the receivables...operating cashflow doesn't look nearly as good as net income. That might be partially why the market is giving it a low PE...quality of earnings concern.
Nevertheless, with the CB having such a huge chunk of it, I'm still interested.
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