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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (5419)12/14/1998 4:53:00 PM
From: rich evans  Read Replies (1) of 78745
 
As a value invester you might want to check out HXL, about 5.5 PE close to book and should grow according to management to double the revs in year 2000 at 15% operating margin. Debt high at 850000 about 2.5 times equity but has a credit backup with CIBY who owns 48% from merger of spin off. Management figures 100 mill cash flow rate next 15 months. Business is growth in materials composites and diversified down to 50% aerospace. Carbon fibers was in short supply causing inventory glut from overstocking.I sold it at 28 but have bought back in fairly heavily under 8.. 47 mill diluted shares and 36 mill basic and management is good and buying back another $10 mill in shares. Regards

Rich
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