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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: put2rich who wrote (3187)2/18/1998 6:48:00 PM
From: Pancho Villa  Respond to of 18691
 
BFIT>>so the bottom line is they still lose money and lose big, mostly due to interest payment. <<

Yes, and even without the interest payments the business is still lauzy (low margins) unless they can increase membership margins significantly and create new sources of revenue which will be hell difficult.

>>The question is how the street or you think when they can pay-off all the loan (long/shor term?) and start to make money? <<

Not in a million years! We will further explore this issue when I analyze the CF statement coming in the 10K.

Pancho



To: put2rich who wrote (3187)2/18/1998 10:12:00 PM
From: S Shaw  Read Replies (1) | Respond to of 18691
 
Pancho:

Perhaps your long-term approach on BFIT shows the difference between shrewd DD and patience versus the glitzy instant gratification youngsters on Wall Street such as the one who said of CTXS "ignore earnings and just buy."

Nice job on the BFIT analysis.

Scott



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