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

To: Paul Senior who wrote (46378)	1/31/2012 3:15:02 PM
From: NikhilJog	Read Replies (1) \| Respond to of 78748

Paul - I had an argument with a fund managers about RadioShack when it was trading at $18. I was still finishing my MBA and the year was 2006! I recommended short and i did not back down - as a result he did not hire me bcs he was super long! We all know what happened then! Anyways - the business model is cost intensive and it depends on how much they are making as opposed to the cash outflow. Have you looked at any specific catalyst, inventory management? How the liquidity profile fo the firm looks like? Or are you jst looking at some basic ratio's? I posted something today on KRA. Read it online on Barrons. You might wanna check it out along with some other ideas on my blog.