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

To: Grommit who wrote (17053)	5/13/2003 10:02:43 AM
From: Spekulatius	Respond to of 78602

OSIS - I cannot really find any red flags in the cash flow statement or balance sheet after a not so thorough investigation. I think the short case is that revenues may be heading down when all the security systems are installed at the obvious places (airports etc.) I also don't like with OSIS that besides security, OSIS runs a hodgepodge of business (detector's electronics etc.) with some connection to security, but also run products which seem to be losing money now. If you like OSIS you may also want to look at INVN, which had a higher growth and may be better managed. (No position yet)