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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22201)10/7/2005 4:09:09 PM
From: Bob Rudd  Read Replies (1) of 78745
 
Paul wrote,<<RML is losing some business to Wal-Mart>>I don't think they compete with Wal-mart...they are a supplier to Wal-mart...so only in the broader, Porter's 5-forces sense, is Walmart a competitor. They're losing business in some dept's at walmart.
OT: If you look at RML's cashflow at yahoo, it look's larger than it really is when calculated the traditional way. I've found this to be almost universally true. In RML's case I calculated FCF ttm to be 11.9mm vs 112.98mm shown under Yahoo'd key stats. That sort of thing can be a tripper for value guys.
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