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Strategies & Market Trends : Value Investing
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To: TimbaBear who wrote (16718)4/1/2003 5:41:44 AM
From: Bob Rudd  Read Replies (1) of 78656
 
Timba: Thanks for the comeback. You didn't ramble, but if you did, I wouldn't consider it a 'hangin offense' since I'd be twistin in the wind for a couple of recent posts if it were.
Just glancing at the list, I'd reject EK and BA on qualitative grounds. EK will have a tough time overcoming digital impacts on the traditional film biz that still makes up most of the rev. As for BA, there's sure a lot of planes parked in the desert and many large customers are circling the drain.
One 'lifecycle' concern with high FCF companies is that since higher cash flows come when a business stops growing [and thus investing in growth]...that the business isn't beginning to decline - the street treats that harshly, good cash flow or not.
Will look at the rest soon.
Bob
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