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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (12913)8/6/2001 4:04:47 PM
From: TimbaBear  Read Replies (1) of 78510
 
Bob & Paul

Thanks for the links to the stories on the Panavision acquisition.

I'm not sure what I make of it at this time. I'll think on it.

Perelman has been on the MFW Board of Directors for 5 years, and the FCF numbers I have derived are based on the most recent two years. Ergo, his influence as the largest shareholder has not been a negative to the bottom line.

The Panavision article regarding Mr. Vannini's intentions and reasoning certainly appear to give one a cause for concern. However, a look at insider trades shows a price per share for Panavision that appears to be about 20% higher than their current market price, so the article seems to have an element of sensationalism (say it ain't so!) to it.

Conversely, a quick look at PVI's cash flow leaves me less than enthusiastic. If MFW's management can turn PVI's performance around, then it may prove to be a good investment....that's what I've got to think about.

Timba
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