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

To: Wallace Rivers who wrote (24013)	5/26/2006 2:18:00 PM
From: Marc Hyman	Read Replies (2) \| Respond to of 78658

Anyone with comments on CTB as a value play? Its share price has fallen below book (ttm book about 13.41/share) and they've been spending on Capital Expenditures. Alas, ttm earnings are non existent and their cash flow is worse. I'm in for some at a higher price and am trying to make up my mind to get in for more or cut my losses. Decisions, decisions // marc

To: Wallace Rivers who wrote (24013)	5/26/2006 5:55:32 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 78658

Received a lively discussion on "Liquid Lounge" on TMF a while back, prior to the plunge. If you've got a subscription at TMF it's worth checking out. Mostly negative sentiment, especially from one physician who feels there are no barriers to entry for their competition. He thinks there are possibly ways to gain competitive advantage in this biz, but they would require some capex. He rather pointedly noted that capex is apparently not what the IPO money is being used for, and that it appears to be more of a money grab by management.