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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (2564)11/30/1997 12:57:00 AM
From: jeffbas  Read Replies (1) of 78702
 
I would hesitate to buy until I heard about the quarter just ended. I will try to get a handle early next week. $6.125 is a fine price unless we will have a temporary downtick if this past quarter is good, but not as good as the year before (which I believe is the most probable scenario, at this point).

I agree with your interpretation of the purchase price MIKL paid. Fair value often means excluding intangibles.

Often the 10Q or 10K will show what last year's results would have looked like if the acquisition had been included then. The adjustment enables you to figure out what the annual sales were of the acquisition, and what they were making as well.

Incidentally, MIKL is worth following since they report on a calendar basis, so you can see what they are saying about the current and future outlook for their egg business - which comments cover much of the quarter CALM is still in.
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