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

To: Wallace Rivers who wrote (15480)	9/16/2002 2:14:42 PM
From: TimbaBear	Respond to of 78666

Wallace Rivers I haven't looked very deeply at F for quite a while. If I believed the economy was at the bottom of a cycle, I think I'd have more urgency perhaps. I agree that the current management changes appear to have been a positive for the company. What concerns me is that I have not thought through the notion of whether it is possible to move future sales into current sales as would be the case maybe with zero percent financing. If it is possible (and I suspect it is to some degree), then how would that manifest itself in the future? Timba

To: Wallace Rivers who wrote (15480)	9/18/2002 11:22:38 AM
From: Don Earl	Read Replies (2) \| Respond to of 78666

<<<Anyone own/considering F>>> After a quick look at the Yahoo profile (not the same thing as DD), my first impression is with out the dividend, it looks a lot like a pink sheet stock. Debt to equity at 16 to 1 and losing money by the truck load. Whatever business decision is associated with floating bonds to pay out $700 million in dividends doesn't strike me as being very bright. I think at a certain point an investor has to ask the question, "Would I run a company that way if I were doing it with my own money?". Somewhere along the line I've become disgusted with the concept of buying stock in order to support rich life styles for middle aged party animals, whose business decisions look like they come from the wrong end of a rolled up $100 bill.