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Strategies & Market Trends : Value Investing
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To: Mark Marcellus who wrote (13854)2/4/2002 11:26:40 AM
From: Bob Rudd  Read Replies (3) of 78714
 
Mark, In response to Paul, I mentioned minimum operating lease obligations of $5.4 Billion. Since I use enterprise value that includes debt, I'm curious how others might see this...should it be considered part of the debt structure, partially so, or ignored...? Any thoughts?
In my message, the key take away is that in a well-followed company, analysts will be better informed about a company's situation and prospects than a low-level employee in a store. This doesn't mean that they are highly likely to predict the problems or the turns...especially regarding internal systems. Upper management and perhaps systems analysts might pick that up early, but not retail employees. A retail employee might see that the new fashion offering is going well...but does success in San Francisco mean it's working in Peoria?
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