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

To: Paul Senior who wrote (11833)	1/12/2001 12:29:27 PM
From: TimbaBear	Respond to of 78600

Paul...regarding SFN... My favorite in the personnel field is HAKI. It is interesting to compare them on Marketguide because while HAKI looks better on the debt ratio comparisons. SFN looks better on the Price to Sales and Price to Cash Flow. I think I like the FCF to Sales ratio converted to a percentage for comparison purposes. The numbers(these are both 6 month numbers but still are illustrative)are these: SFN has FCF of 67.853 Million and Revenues of 1,905 Million for a percentage return of 3.56% HAKI has FCF of 7.045 Million and Revenues of 105.638 Million for a return percentage of 6.67% My interpretation of this statistic is that HAKI gets twice the free cash per dollar of revenue generated. On that basis alone, it still remains my favorite.

To: Paul Senior who wrote (11833)	3/16/2001 12:21:59 PM
From: valueminded	Read Replies (1) \| Respond to of 78600

Paul/Others Thoughts on Spherion. I noticed it has come up on this thread as a possible value play. My questions: Did you note in the latest 13g's filed on sfn that ruane (value investor) has liquidated about 30% of his position in spherion. Also, what do you make of G. Milner continuing to sell as the stock breaks to new lows. His latest sell of 1.7mil shares coming at about 8.8/share. Finally, I made a small purchase at 9 and change based on the spinoff potential, but it seems clear that something may be leaking on the spinoff viability. Although you have to wonder how the director could continue to sell shares (Guy Millner) if that were the case. Finally, Do you like this stock better now ?