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

To: Q. who wrote (12303)4/10/2001 3:13:20 PM
From: TimbaBear  Read Replies (2) | Respond to of 78519
 
Bought NITE today at $14.30/share....selling at less than 3X NetNet and a Price to FCF of 16. I figure that gives me a good shot at 6% ROR (minimum expectation over time) with a good margin of safety. It has a Beta of 4.8, so it is not for the faint of heart!

I'll take a look at CLKT & FNDT

Timba



To: Q. who wrote (12303)4/10/2001 6:29:51 PM
From: Ben Wa  Respond to of 78519
 
beware of the Middle East now ya see it, now ya don't game



To: Q. who wrote (12303)4/10/2001 7:29:56 PM
From: TimbaBear  Respond to of 78519
 
N

I think you and I calculate NetNet differently.

By my formulations none of the three stocks(CLTK, FNDT, ZOMX) are NetNets. CLTK and FNDT are Free cash flow negative.

Of the three ZOMX looks fundamentally the best. Sells at about 2X NetNet and about 8X Free Cash Flow.

Timba


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