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

To: TimbaBear who wrote (11952)	1/24/2001 12:42:31 PM
From: TimbaBear	Read Replies (1) \| Respond to of 79046

The other two companies are VII and REF. On VII I have a NetNet valuation of $4.25/share, and I bought today at $2.50. It has slow growth, and is showing a negative CFO for the most recent reporting period, but it is because the Postal Service contractors have been slow in paying and therefore their receivables have increased thus reducing CFO. This sounds plausible enough that at this discount to NetNet, I'm willing to take the chance that it is a short term negative CFO. REF I show with a NetNet value of $3.57/share, I bought it at $3.125/share. This one has somewhat faster growth and currently positive CFO and FCF. Timba