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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (81343)	6/1/2000 9:45:00 PM
From: Mark Adams	Read Replies (2) \| Respond to of 132070

Should a company be punished for paying down accounts payable? 100M of the 138M negative cash flow could be accounted for just on the decrease in AP. Paying off short term debt seems to hurt cash flow yet has little if any effect on income. Perhaps looking at net cash flow in isolation entails the same sorts of risk as using PE's without consideration of the sector or stage of cycle for cyclicals (already made that mistake <grin>) I have yet to see any of them encourage asbestos addiction. ROFL. re ODP- I own 100 shares too, just a toe wetting position. Neither FMO nor ODP have moved much the past couple of days. I would expect 6 months or more to repair the damage incurred when companies fall out of favor. GT crossed the radar today, but it looks like BDG might be a better play. GT has all the signs of getting fat. Then again, their 'crashed stats', make year over year comparisons look pretty good. BDG has little if any debt, hurting their ROE. 4.75% dividend, PE of 10 PS of .52 and PB of 1.12. Declining revenue. Not an outstanding play, maybe reasonably priced. No position in this one. Any value stocks out there you like?