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

To: TimbaBear who wrote (11884)	1/17/2001 11:28:09 AM
From: TimbaBear	Read Replies (1) \| Respond to of 78626

Well, took the plunge and bought TSCO and MTCH today. symbol MTCH TSCO Mkt Cap 79.15M 114.21M Disc. Current Assets 87.906M 201.41M Disc. LT Assets 12.65M 41.91M Timba's NetNet/Share 11.787 32.47 Today's Price 5 15/16 13.00 Anticipated Rev. Growth 10%/yr. 10%/yr. Free Cash Flow 7.046M 7.085M Annual Expected ROR* 13.78% 18.45% *This is the calculated annual interest rate of return using today's price as present value(PV) and todays NetNet value as the future value(FV), with 5 years as the time horizon. One of the assumptions I'm making here is that sometime during the next 5 years these companies will have a stock price equal to their NetNet value. This estimated rate of return is in today's dollars, I haven't developed a discount model that would filter out inflationary effects, so those effects have to be taken out of the returns projected. Additonally, transaction costs are not factored in That's my story, and I'm sticking to it! Timba