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To: Paul Senior who wrote (17120)5/28/2003 10:02:09 PM
From: Wallace Rivers  Respond to of 78764
 
Paul - I've looked at this stock in the past, certainly not "followed" it. It's a local story, I live near Albany, corporate HQ. The valuation metrics are interesting, but you gotta believe (or suspect, at least), that there is some black hole out there.
I'll attempt to do some digging.



To: Paul Senior who wrote (17120)5/28/2003 10:57:07 PM
From: Dave  Respond to of 78764
 
Interesting. Why did SG&A rise ~10% YoY?



To: Paul Senior who wrote (17120)5/28/2003 11:40:14 PM
From: Steve168  Respond to of 78764
 
Paul, TWMC appears very interesting. I couldn't find any "black holes" from yahoo profile, may need to dig in deeper into 10K/10Q. Thank you for bring it up and it will be on my watch list too. Best,



To: Paul Senior who wrote (17120)5/29/2003 12:57:55 AM
From: Ryan Hess  Read Replies (1) | Respond to of 78764
 
Re: TWMC

If you go here: twec.com

You can click on "SEC Filings." I opened the 8-K Word Document and found the following information:

"Selected Balance Sheet Captions"

Cash and Cash Equiv $62.0
Merchandise inventory $401.7
Fixed assets (net) $147.5
Accounts payable $222.2
Long-term debt, less current portion $7.8

Ryan