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

To: Bob Rudd who wrote (19266)	6/9/2004 4:29:04 PM
From: Paul Senior	Respond to of 78519

OT: STV: Reminds me of those orange barrels. (those ubiquitous roadside construction "barriers") Ought to be the state symbol, or at least the symbol for Houston imo. -g-

To: Bob Rudd who wrote (19266)	6/10/2004 5:53:30 AM
From: MCsweet	Read Replies (1) \| Respond to of 78519

STV, This stock looks interesting. One-year earnings and cash-flow ratios are compelling. However, ... Why does the stock keep going down? What is this put liability of $5.6 million and does it have you worried? Although the one-year free cash flow is good, the last quarter was negative. Guess you get some variability with constuction companies. With debt > equity, I wouldn't exactly say there is a huge margin of safety --- if things go bad this company could go in the crapper. On the other hand, it seems like it could appreciate a couple times over. MC