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Non-Tech : MINI: Mobile Mini poised for takeoff!
MINI 29.500.0%Jul 1 5:00 PM EST
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To: raefon who wrote (223)6/18/1998 12:17:00 PM
From: Quilty  Read Replies (1) of 275
 
raefon,

Did you catch yesterday's Heard on the Street column. Heavy equipment rentals. These stocks have been on fire, growing like crazy, and consolidating, using their premium-priced stock (50+ MJ multiples) as currency; momentum stuff in a lousy market for stocks not associated with the internet. In my opinion, these equipment rental companies are far more vulnerable to a turn in the economy than MINI, which has only (as I remember) 15% of its business leveraged to the construction business. Wouldn't this imply a higher multiple for our little leasing machine? What do you see as an appropriate multiple for MINI's EPS and cash flow? As an aside, would PDS Financial get a similar multiple? Lastly, what do you see in the way of newsflow (other than reporting a strong quarter) for MINI? And when do they report?

Thanks in advance for your guidance here. Maybe your response will crown that five million SI message mark.

Q.
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