Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Allen Furlan who wrote (12598)	6/7/2001 9:02:09 AM
From: Crossy	Read Replies (2) of 78721

Alan, first of all thx for your reply. I did check ALU, interesting company. I might get into ALU too after their quarterly announcement which doesn'T seem to be too good.. Anyway worth noting should be that DFA (Dimensional Fund Advisors) almost doubled their holding in both: ALU and PARL. Main difference btw. PARL and ALU is that PARL is way more a manufacturer, ALU more a distributor, that also explains the big difference in gross margins: PARL: 60%+ ALU: 11%+ I did see the going concern footnotes but IMHO they are mainly due to the refinancing that has to be done. Their exposure to Perfumania accounts receivable has been halved over the last year. Look at their trend (downwards) in debts, they deleveraged tremendously over the last 3 years, they might become debt free next year - which would render a refinancing obsolete because there won't be any debt left.. rgrds CROSSY

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next