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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (13550)	1/3/2002 4:06:53 PM
From: TimbaBear	Read Replies (4) of 78530

This isn't energy related but you might want to take a look at PHOC. Current price is $2.35; I arrive at a NetNet of $3.60; Book Value is $4.79; Current ratio is 4.44; Acid ratio is 2.93; Operating margin of Profit is 11.4%; ROA last fiscal year was 14%; Virtually no long term debt. Negatives: Low trading volume means it is somewhat illiquid; 50% of last year's revenues were with one client and that client's contract has been filled. However, being currently priced at .3 to sales, it appears to me that this is already in the price. Long term management, prudent money management, current price is not much above value of cash on hand of about $1.88/share. I took a position today, and will likely be taking more of a position over time. This is not to be construed as a recommendation, but rather as an indication that my opinion may not be unbiased. Timba

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