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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lost1 who wrote (62822)	12/29/2000 10:52:15 AM
From: mph	Respond to of 63513

LOL.............you are bad!

To: Lost1 who wrote (62822)	12/29/2000 10:52:48 AM
From: AugustWest	Read Replies (1) \| Respond to of 63513

I never heard her say that...in so few words<G>

To: Lost1 who wrote (62822)	12/29/2000 11:27:29 AM
From: arno	Read Replies (2) \| Respond to of 63513

Here's one from the past... From the MSGI thread #reply-15092292 ragingbull.altavista.com Even after this market carnage, all of these competitors in MSGI's sector trade at between 1.7x and 3.3x revenues. MSGI has turned the corner and has pre-announced that it will enjoy the best qtr. in its company's history making at least $4 million on $66+ million in revenues. With the WE one-time gain, MSGI will post earnings of at least $9 million next qtr. It announced, in its lastest press release that it is cash-flow positive, that it is profitable, and that it expects to remain cash-flow positive hereafter. It has abandoned all Internet incubation companies. It is a pure direct marketing company now - like the others in its sector. However, MSGI only trades at about 1/8 (yes 0.135x) this fiscal year's revenues of $240 million. And, these are highly recurring reveneus with many blue-chip clients like GE, Walt Disney, MBNA, etc. This company is without a doubt incredibly undervalued. Points to keep in mind: MSGI.... 1. has highly recurring revenues of $230 - $240 million; 2. has a client base of some 5000, with no single client representing more than 5% of revenues; GE is one of MSGI's top 10 clients with a 5-year contract; 3. is focusing solely on its core marketing business; 4. has no more Internet business/focus; no more cash drain; 5. is now cash-flow positive and will be earnings positive beginning 2nd Qtr. FY2001, which qtr. ends December 31, 2000; 6. is trading at about 0.13x FY2001 revenues (sector averages is well above 2x revenues)- yes this is only 1/8x FY2001 revenues; 7. currently trades at less than 1/3 book value; 8. received a "clean opinion" with no ongoing concerns by independent accountant in 10-K filed Oct. 13, 2000, and is cash-flow positive - is now profitable; 9. industry/sector still projected to see explosive growth, direct & Internet marketing industry, $205 billion by end of 2001 ($153 billion in 1997) 10. its CEO, JB, picked up 300,000 shares for since May 2000 and with recent purchases of 75,000 and 50,000 shares - AND there has been no - none - insider selling. I have some