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

To: Paul Senior who wrote (15942)	12/19/2002 2:14:15 PM
From: Night Trader	Respond to of 78525

Paul, BKS looks very interesting if those estimates given today by the company turn out to be accurate (and I would have more faith in them than the analyst ones): 11 times this year with steady historical revenue growth of 10-15%. Note also the decreasing short position. Bad news may now be factored in and more.

To: Paul Senior who wrote (15942)	12/26/2002 7:11:33 PM
From: Sergio H	Read Replies (1) \| Respond to of 78525

Any opinion/interest in FLOW? It's the leading co. in its niche, albeit an out of favor niche. Selling at fraction of book and sales and perhaps about to be forced into turning assets into value. Important dates coming up in January. From the last 10q: <In order to improve our financial position and increase the likelihood that the Lenders will grant the forbearances discussed above and agree to negotiate a new credit facility, we have already taken some measures to reduce headcount and operating costs and continue to explore a number of additional options to improve cash flow and profitability. These include areas of operational cost reduction, facility and physical operations analysis, sale of non-core businesses, quicker collection of accounts receivable and a reduction of inventory levels. Some of the actions we may take could entail asset write-offs or require recognition of future liabilities. >