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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (3332)5/1/2003 6:37:50 PM
From: Crossy  Respond to of 37387
 
Joe,
$4 earnings in FY2003 is indeed possible but only pretax I think. In low margin (= commodity) industries working capital maagement is everything - with the goal to improve capital turnover. They got pretty good at that I must attest..

rgrds
CROSSY



To: JoeinIowa who wrote (3332)5/2/2003 4:22:06 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
re: STOR (Storagenetworks)

right now at $1.18, under cash value of $1.55 or Book value per share. Company is EBTIDA positive and recently became EPS positive.

What is more if done in a correct way (no change in control) they could utilize up to $3.30 in NOL's. So the problem to unlock this value is mainly putting the cash to good use.

this is a screaming buy as long as it's under cash per share.. right now..

best wishes
CROSSY


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