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

To: Oblomov who wrote (32273)10/2/2008 12:55:50 PM
From: Spekulatius  Respond to of 79199
 
JBT - looks good on the surface but it seems they were loaded up with 150M$ in debt, effective July 31. The balance sheet from June 30 does not represent that. Too high of a debt load for my taste, I'll pass.



To: Oblomov who wrote (32273)10/3/2008 5:27:40 PM
From: Paul Senior  Respond to of 79199
 
Oblomov: JBT. It's too tough a market for me to consider this spinnoff unless there's a compelling buy reason. I don't see great returns on equity, profit margins, long history of performance. I don't see a margin-of-safety. (Although in this financial crisis environment, margin-of-safety doesn't seem to matter much.) Too many other, better stocks out there now imo at good/better prices.


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