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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: ild who wrote (130092)10/18/2001 3:09:57 PM
From: reaper  Read Replies (1) of 436258
 
TLB a pretty good company
14% ROIC, before the downturn
plenty of cash from ops to grow the business
reliable free-cash generator; uses free cash to buy back stock
off-balance sheet debt (operating leases) not too bad
competent management

granted, stock ain't cheap but there are tons of POS retailers out there like ANN and LIN that destroy value every day they are in business (cost of capital > return on capital) that are better targets.

this is a LT short-and-hold perspective, not speaking to the potential for an event-related miss like at Cost Plus this AM.

cheers
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