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

To: Paul Senior who wrote (13287)11/5/2001 9:40:47 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78711
 
Merrill pegs this years EBITDA to come in around 60mm and next years @ 108. Quite a bit south of 179mm shown on yahoo. More than, others, I beleive media companies tend to trade on EBITDA. Based on the above, EV/EBITDA on 01 is 30x and next year's would be 17. Both look high to me.
Free cash flow has been negative for 3 years...97 was the last good cash year. They appear to have some attractive brands and perhaps there's a turnaround in the offing, but neither I nor, it would appear, the insiders see it as the latter have been bailing, though at considerably higher prices...so perhaps we're just seeing the fruits of their pessimism in recent quotes.



To: Paul Senior who wrote (13287)11/6/2001 1:13:33 AM
From: Spekulatius  Read Replies (1) | Respond to of 78711
 
I am still contemplating about CVS. After the last earnings disappointment, the stock was reduced by 25%. At 23$ and earnings of 1.6$, we have got a P/E of 14.4. I also like the conservative balance sheet.
The drug prescription market has been growing by at least 10%/year. This would be CVS's intrinsic minimum growth rate.


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