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

To: a128 who wrote (25877)	2/5/2007 7:42:44 PM
From: Grantcw	Read Replies (1) \| Respond to of 78525

Well, the SPOR tender seemed to be very highly subscribed, the company getting all its shares at $4.80, so I'm guessing it may go back down. But, who knows? That being said, I'm considering a position, but I have one main questions for the SPOR crowd: It seems like SPOR hasn't been very profitable over the years, but its cash flow from operations has been relatively strong, which in a play like this with the potential of going private is more important than GAAP earnings (can I still call myself a CPA after saying that? Is anything more important than GAAP? :)) That being said, what are the odds of this continuing given the recent broken deal with Walmart? I like the fact that the company is showing signs of trying to increase shareholder value through the tender, I like that it's a NCA play, and I like that it's cash flow positive. But, at what point would i buy is the question. Thanks, cw