Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (16618)	3/28/2003 7:28:34 PM
From: Bob Rudd	Read Replies (1) of 78625

Started CAG today @19.12. EV/FCF 9.9, dividend & Brands are attractive. The AHO 'collusion' article in WSJ was denied by CAG, but may produce further negative newsflow - my guess is that the nobody in this industry will qualify for sainthood and there may be some revelations that result in handslaps to cooperative suppliers, but nothing earthshaking...nothing like AHO will emerge. SPE's mentioned in filings: IR indicated SPE exposure, if they were to bring them back on balance sheet would be roughly 200mm, so no biggie. I ran EV/FCF including adjusted OpLease [*.67] and SPE's...those adjustments kicked the EV/FCF to 10.3.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next