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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (1525)6/18/2005 10:35:34 AM
From: tinkershaw  Respond to of 2955
 
Looking at these free cash flow figures, good God! I have to look deeper as to what is going on here. The P/E is down to 12 with 11 on the forward P/E and this company is churning out cash, even after stock options it would seem:

finance.yahoo.com

I think I bought and sold mine in 2003, back more in the initial hay day of OVTI. I have about $10gs laying around looking for a place to go. Been recently investing almost entirely in biotech, particularly ELAN from the $3s but maybe back to some more value King investing is worth another gander. Once stung, but as you can see even at $19 when I first bought OVTI it was cheap from most of the metrics that we use. Presently OVTI is valued as if it is a 100 year old insurance company.

In the end G&K investing is value investing.

I'll need to look more into this. Not now however, I'm goon aget 2 hours of work done, then a 3 hour bike, then play with my twins, then I'll hop mback in tonight. It is summer you know. But money never sleeps:( Would be good if things could just be quiet for awhile so that opportunity would just come around when you want to put in the time - then again there is so much opportunity that it can spin your head! So shouldn't complain.

Later.

Tinker