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Strategies & Market Trends : Free Cash Flow as Value Criterion

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To: Pancho Villa who wrote (101)11/2/1997 6:30:00 PM
From: Pancho Villa   of 253
 
I think it would be safe to say that most people hanging around this group pretty much speak the same language (i.e., understand each other despite small differences in valuation methods). I would like to deviate the tlak a bit to discussing individual stock. For instance looking for a short opportunity I actually discovered whatmay be a strong buy according to any criteria: SMOD. Any inputs?

Pancho

PS to the gentelman/lady who really likes MCD. I am long on it (a small fraction of my portfolio) but my bottom line analysis is that MCD is a hold (i.e., fairly priced as its current price, PE multiple rightly reflect growth rate that may be expected given the trouble they currently have in the US market and the uncertainties associated with developing markets)
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