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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: TAPDOG who wrote (18373)8/15/1999 8:09:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 18691
 
Tap, I have learned over the years that most analyst buy recommendations, like that of GS for LAMR, have ulterior motives behind them that are not related to expectation of company profits but usually related to some service that is being performed on behalf of the company. Sad but true.



To: TAPDOG who wrote (18373)8/16/1999 12:54:00 AM
From: Roger A. Babb  Read Replies (2) | Respond to of 18691
 
Tap, I just had another look at LAMR fundamentals. If you add the debt plus revenue, it is valued somewhere around 4 billion for owning 100,000 signs or about $40,000 per sign. They paid almost double that for the signs just purchased in the merger. But total revenue for last year was under $5000 per sign and they lost money. What am I missing here? How can a sign be worth 8 times revenue?


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