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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (9457)	12/29/1999 11:25:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78559

LII looks very interesting to me (especially through SVE) because of the raw valuation numbers coupled with the timing. This was an IPO in the third quarter at about 20. Whoever was unfortunate enough to have purchased that IPO is likely to be dumping the shares regardless of price, especially at year-end. But the balance sheet looks scary to me, especially considering the addition of another $160 million of debt just as operating cash flow goes negative. The explanation you provided might be part of the answer, but that just brings up a lot more questions. I figure there are enough cheap stocks out there with good financials. I do hope this one works out for you.