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

To: Keith J who wrote (14272)4/5/2002 6:29:48 PM
From: Paul Senior  Respond to of 78753
 
Keith J. Regarding GI. Do you consider it a better buy now than when we discussed it a year ago?

Message 15752222

(and responding posts)

With their recent acquisition of another refinery, perhaps their earnings will improve. Or perhaps geographical distance and business integration issues will impair.

Paul S.

Still holding my shares.



To: Keith J who wrote (14272)4/10/2002 6:56:47 AM
From: Bob Rudd  Respond to of 78753
 
<<Biggest downside is very high debt load. But is selling at very low cash flow multiple.>>Haven't looked at GI, but as a general observation, when debt is high, consider using Enterprise value [Market value of stock + debt [including fixed preferred and cap leases] - cash] multiples to 'normalize' the debt factor. That way you can more meaningfully compare industry players with varying debt loads.


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