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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (41418)2/14/2011 12:47:44 PM
From: Grantcw  Read Replies (1) of 78751
 
Hello Jurgis,

Yes, your link works. Pretty neat application, I agree. I think that you and I are on the same page with CSCO except that I'm factoring in CSCO's cash. If you added $4-$7 in cash right now to $16.37, you'd be in my ballpark.

I understand your reasoning for not doing that, but my general reason for doing so is to incorporate a balance sheet impact in my analysis. Two companies with the same future cash flows should have different valuations if one has a great balance sheet with a lot of cash, and the other doesn't.

But, everyone has their own analysis techniques. That's what I'm doing these days. I will probably change to some degree down the road if/when I take a big loss on something with a lot of cash! :) I appreciate the discussion...

Thanks,

Grant
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