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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12752)	7/12/2001 10:34:07 AM
From: Bob Rudd	Read Replies (2) of 78497

I looked over the list and picked up DECK with EV/EBITDA under 2, STRONG FCF, despite a revenue sag this would be accretive to other shoe players at 3x current levels. Also picked up TSCM @1.22 Contrarian Net Net with 2.20 net cash they're gonna buy some shares back on the other side of reporting [can't now, till they report]. Everybody hates this on the boards, so I'm taking the other side despite cash burn concerns. Their April CC does a decent job of laying out their plan. As other Dot.bombs explode, competition for ad $'s declines. This is pretty wild-*ssed speculation despite the net-net, but it should be fun to watch - not a large position.

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