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

To: TimbaBear who wrote (15534)	9/30/2002 12:49:14 PM
From: Mark Adams	Read Replies (1) \| Respond to of 78659

Timba, Can you give me a read on TQNT? Looks like Cash+CA exceeds Liabilities+Debt and cash flow positive, though CAPEX exceeds depreciation. And now trading at/near cash on hand. TIA

To: TimbaBear who wrote (15534)	10/1/2002 2:41:47 PM
From: DukeCrow	Respond to of 78659

<< I find a much more constructive exercise in the evaluation of announced changes and what I believe their impact might be on the profitability of a marginally (or formerly) profitable business. Even in these situations, however, I like the proof (via positive cash flow) to precede the investment. >> I totally agree with you here. You can't be too careful in this market environment. Most of the changes I talked about with Fleming have already been announced by management in slide shows and conference calls. Whether one should trust the management to be able to execute on these already announced changes is a whole other story...