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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16866)4/16/2003 4:32:40 PM
From: LauA  Read Replies (1) of 78525
 
Anyone see value in this POS?

Catalina Marketing, that is. It's the company that has those annoying round plastic red cannisters that give you coupons in the supermarket aisles. It generates instant coupons on the back of cash register receipts for an item that fits the pattern of what you just bought.

Yesterday they announced a revenue miss, coupled with big write-offs, projected write-offs, and management changes. (CC 1-800-642-1687 password # 6473352)

Modest debt, minimal cash. ROE 21% ROIC 19% PE 11-15 FCF 10X

Business is terrible in UK. Problems in the drugstore sector (FDA may not like computer-generated booklets giving side effects of prescriptions with gratuitous advice on adding another on-patent prescription drug.)

Traditional business is growing at double digit annual rates. (I believe I heard on the cc that they were rolling out the couponers at McDonalds.) I think that they monopolize their niche??

I started buying yesterday in the 14's to incentivize myself into spending time on it. Value Line doesn't show a deal breaker. Yahoo is useless. There's no mention on SI message boards.

Does anyone else feel warm fuzzies for this POS? My sense is that supermarkets will push this "behavior based" technology harder to escape their current funk.

Lau
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