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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (38631)	7/28/2010 10:11:26 AM
From: MCsweet	Read Replies (1) of 78745

KSW, I am not particularly worried about cash flow. They have ample cash and if you look back to 2005-2008, they have a good record of generating cash flow. A few quarters doesn't get me in a tizzy. Side note: One of the quarters of negative cash flow was for paying an annual dividend, something I am in favor of. I am worried about backlog holding up. If you do a historical analysis, the current level of backlog should support strong earnings. However, the backlog has been revised down in recent quarters. Fundamentals are not great in a city like New York, and it could be a long time before earnings recover. That being said, I think the upside outweighs the current downside. MC

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