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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	7/24/2003 5:06:29 AM
From: quasimodo	Read Replies (2) of 78915

QUIP Hi, I am new to this board so would like to start with a stock idea. Once a net-net, now trading at $11 - EV/normalized EBITDA of about 2.25. Capex and interest expense is minimal. The company makes post print machinery. Sells to major newpapers. It has a great cash cycle. Backlog increased in Q1 2003. The stock could be a double from here once the cycle turns. Options issuance might be a problem. The company has 2 major competitors (foreign) - Heidelberger (German) and a swiss one. Am still evaluating this ... I know this stock was discussed here previously so any thoughts/insight would be greatly appreciated.

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