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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (1549)5/16/1998 9:22:00 PM
From: valueminded  Read Replies (1) of 18998
 
Mr. Pink:

I agree DOSE is cheap, but if you look at it straight from a cash flow standpoint, it trades at ~ 10x cash flow. (Cash flow latest quarter of 35mill) and 1billion market cap + 400million in debt. Although it is not exactly cheap from this respect, is it the growth that causes you to value it higher.

Have you looked at the upcoming spinoff of Octel by Great lakes chemical? Interested in your comments if you have.

thanks
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