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Strategies & Market Trends : Value Investing

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To: rjm2 who wrote (13079)	9/19/2001 10:41:26 AM
From: Bob Rudd	Read Replies (1) of 78667

BEAV: While the retrospective financials look appealing, I see this as somewhat analogous to telecom equipment providers as the CLEC's crashed. There will be plenty of buying opportunities ahead...I put a stickynote on my desktop TAX LOSS SELLING. Also while at 1st glance it's selling near cash, the debt is high giving an EV/EBITDA 6.9 with EBITDA certain to fall. If I had a better feel for the industry, I might look at it differently, but if I bought today, the guy selling me the shares would know a lot more than I. Bought some TYC on guidance affirmation. They have some security and fire protection biz with ADT [~25%] that might be a platform for airport and other security. Didn't do a lot of DD on this one.

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