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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (17792)10/1/2003 10:42:29 PM
From: Spekulatius  Read Replies (1) of 78748
 
TALK telecom -
I established a small position in TALK today on the stocks weakness. TALK is a small telecom company, offering bundled LD and local service in the midwest, mainly Michigan.
What attracts me to this stock is that TALK is solidly profitable and generates ample free cash flow (20M$ in the last quarter) with a market cap of only 260M$. So far FCF has been used to reduce debt and at current rates, TALK will be debt free in 2004.

This stock trades at cigar butt valuations, yet there is a chance, that TALK can continue to grow and use the FCF to grow the business or to return cash to shareholders. I do acknowledge that TALK business prospects could change because of regulation changes and of course there is always the fact that there a bigger competitors. However TALK seems to be good at what it does, operates with low cost, so I believe there is a space for them if they continue to execute. Worth a bet for me.
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