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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13877)6/14/2002 2:56:32 PM
From: Bob Rudd  Read Replies (1) of 78748
 
LTBG - Easing back in with small starting position @8.70. Positives: Strong balance sheet with $4+ in cash will allow them to survive & buy co's/assets during downturn; EV multiples below 5; Credit services may be less affected than wireless industry by price war.
Negatives: Industry in accelerating funk; concentrated dependence, ERICY PrePay contract up early 03.
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