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

To: Paul Senior who wrote (22201)	10/7/2005 4:09:09 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78702

Paul wrote,<<RML is losing some business to Wal-Mart>>I don't think they compete with Wal-mart...they are a supplier to Wal-mart...so only in the broader, Porter's 5-forces sense, is Walmart a competitor. They're losing business in some dept's at walmart. OT: If you look at RML's cashflow at yahoo, it look's larger than it really is when calculated the traditional way. I've found this to be almost universally true. In RML's case I calculated FCF ttm to be 11.9mm vs 112.98mm shown under Yahoo'd key stats. That sort of thing can be a tripper for value guys.

To: Paul Senior who wrote (22201)	4/17/2006 5:45:50 PM
From: Carl Worth	Respond to of 78702

cha ching!!

To: Paul Senior who wrote (22201)	4/17/2006 8:22:08 PM
From: Investor2	Read Replies (1) \| Respond to of 78702

I guess great minds think alike (you and Warren). Are you going to hold on? Best wishes, I2

To: Paul Senior who wrote (22201)	4/18/2006 4:33:53 PM
From: Suma	Respond to of 78702

Did you get to see the close on CML.... You are a genius..