SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Mike Buckley who wrote (50028)1/24/2002 1:12:46 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> please explain why the stock which is up 7% since yesterday's earnings report (which by the way has absolutely no information about free cash flow) is relatively cheaper than before the earnings report was released.

You're cutting it too fine for me, Mike. As far as I'm concerned, today's 7% rise is just volatility chatter. I was merely suggesting that, due to the stronger than anticipated top and bottom line performance for the 4th quarter, sebl is a better buy in the 35-40 range than it was before that information was known. I was careful not to suggest that it was a good buy either yesterday or today. I didn't want to stir up the valuation guys again <gg>.

uf



To: Mike Buckley who wrote (50028)1/24/2002 2:28:32 PM
From: Pirah Naman  Read Replies (1) | Respond to of 54805
 
Mike:

yesterday's earnings report (which by the way has absolutely no information about free cash flow)

But it's so hard to do that (delivered in whiny voice).

Sigh. It can be engineered from the other statements. Roughly they had $143.1M in cash flow from operations and $39.5M in cash flow from balance sheet maneuvers. A definite improvement from the previous quarter.

- Pirah