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Strategies & Market Trends
Free Cash Flow as Value Criterion
An SI Board Since October 1997
Posts SubjectMarks Bans
253 19 0
Emcee:  jbe Type:  Unmoderated
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153 The effect of huge capital expenditures on Free Cash Flow. 5 Yr.FJB-11/5/1997
152 Greg -- I'm also not sure I grasp your question, but are you clear on the fjbe-11/4/1997
151 I'm wondering what role capital depreciation plays in the balance sheet, anGreg Jung-11/4/1997
150 jbe, I think the price/fcf ratio does have to be the starting point here. As yTimmFred-11/4/1997
149 Let's get back to evaluating the free cash flow of Intel, our test case. Ajbe-11/4/1997
148 Reginald, I'm going to drag you back into our argument for a minute: I'Andrew-11/4/1997
147 Bill, <i>"But the share price is also split so the ratio P/FCF stayAndrew-11/4/1997
146 Greg, I don't understand what you're getting at...could you elaborate? Andrew-11/4/1997
145 > I apologize if I offended you No offense taken; I just want to make sure Pirah Naman-11/4/1997
144 I apologize if I offended you, I repsonded to what you posted, and not necessarReginald Middleton-11/4/1997
143 > You are not understanding what you are reading. I'm rather thick skinPirah Naman-11/4/1997
142 >>By the way, comparing raw per share FCF numbers alone with those of othBill Morel-11/4/1997
141 <1) The discounted future earnings method... requires ...the investor's Reginald Middleton-11/4/1997
140 > Well I am going to go on no farther. Not to dissuade you from that positiPirah Naman-11/4/1997
139 CF/FCF - for the CPA's: isn't depreciation an ingredient of cash flow, Greg Jung-11/4/1997
138 Well I am going to go on no farther. As for proof and verification, you have thReginald Middleton-11/4/1997
137 > Regardless of what the asset classification is, it can be campared to the Pirah Naman-11/4/1997
136 <But what you are essentially doing is estimating the return you feel confidReginald Middleton-11/4/1997
135 > The oppurtunity cost of the individual is the oppurtunity cost of investinPirah Naman-11/4/1997
134 <What I am objecting to is your application of discount rate to a companyReginald Middleton-11/4/1997
133 > These mean the same thing. All right, I will except for now that we are sPirah Naman-11/4/1997
132 <i>> "that individual's return requirement" should refleReginald Middleton-11/4/1997
131 > "that individual's return requirement" should reflect the oPirah Naman-11/4/1997
130 <Recall that I had said earlier in the thread that the intrinsic value is tyReginald Middleton-11/3/1997
129 TimmFred -- Thanks for your answer to a question which I now blush mightily (bljbe-11/3/1997
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