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Strategies & Market Trends : Value Investing

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To: richardred who wrote (59024)	2/7/2017 10:43:05 AM
From: E_K_S	Read Replies (2) of 78705

RE: Sabre Corporation (SABR) Company fell short on earnings and guided a bit lower (consensus too high) and announced a $500mln buyback. I like such announcements and the sell off (new 52wk low). Still think previous investors may throw in the towel and take this down a bit more. I have stink bid in at $18.05/share, added it to my watch list. I need to dig deeper and review assets owned, debt, FCF (sources of revenue) and if product/service is legacy and/or state of the art. I like the software service as they can be high cash flow generators. If you have a entrenched subscriber base w/ limited options for these services, a software upgrade and/or new service (w/ improvements) can turn add to cash flows. I think SABR may fall into this category. Also, it looks like analysts were too optimistic expecting too much growth. Will add to watch list and may up my small buy if any of these observations (especially their FCF history) are/may be true and if fix is in place and/or easy for management to do. EKS

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