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

To: TimbaBear who wrote (11944)	1/23/2001 12:24:43 PM
From: valueminded	Read Replies (1) \| Respond to of 78645

TimbaBear: Yes, and oftentimes do use cash from operations. Only caveat is I tend to use free cash from operations as opposed to just cash from operations. (maybe that is what you meant) At any rate, sometimes the capital load necessary to run in place in a business can be significant. I agree with you on the net/nets. When looking for companies to invest in, I look at them a couple of different ways, sometimes net/nets and sometimes as depreciated cash flows compared to the cost basis of the corporation. Occasionally, (and this is rare) I get companies which fit both. PS. My earlier musings on HKF was not a company which fit the net/net category, it did fit my criterion for cash flow and ev, however.