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Strategies & Market Trends : Pancho Villa's Short Analysis File

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To: mattie who wrote (269)5/20/1999 2:51:00 PM
From: Sid Turtlman  Read Replies (1) of 287
 
mattie: I can't make a great case for the company, but the balance sheet is pretty decent and it owns an office building that is probably worth a lot more than it is on the books for. Also, I could imagine the work that MARC does in database marketing possibly having some applicability to the internet, which could get someone excited. It sells for less than one times sales and the float isn't very large, so all in all it doesn't strike me as a great short. I wouldn't call it a buy either, but I do think it is a real company.
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