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Strategies & Market Trends
Professional Equity Analysis - the Pursuit of True Value
An SI Board Since January 1997
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102 13 0
Emcee:  Reginald Middleton Type:  Unmoderated
Introduction Compact
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27 i think that it would be best to focus this thread on evaluating competitors. tcape radical-1/27/1997
26 <Reginald ; Enjoyed reading your views on CSCC. Is your system of equity anaReginald Middleton-1/27/1997
25 Reginald ; Enjoyed reading your views on CSCC. Is your system of equity analysiDon W Stone-1/27/1997
24 I made two erros in the previous post. In relying on a thrid party to calculateReginald Middleton-1/27/1997
23 Thomas, here are the figures you were inquiring about. After a few more companiReginald Middleton-1/27/1997
22 <Sales growth can only be accomplish by investment in marketing expenses.>Louis Cornell-1/26/1997
21 <If one really wants to compare sales of different companies, they shouLouis Cornell-1/26/1997
20 a few back of the envelope estimates for CA shows a WACC of 10-12%, i.e., CA iscape radical-1/26/1997
19 <keep it up! i believe that CA is a good value play. any opinions?> I haReginald Middleton-1/26/1997
18 bravo RCM! it's about time someone started talking sense instead of hype cape radical-1/26/1997
17 Sales growth can only be accomplish by investment in marketing expenses. Afterasteve susko-1/26/1997
16 <Mr. Middleton, if you are not receiving any dividends from your Merck stockReginald Middleton-1/25/1997
15 <t disagree on your de-emphasis on sales. Sales are the lifeblood of any coReginald Middleton-1/25/1997
14 >>When companies like MSFT or Merck make money, what do you think happensHoatzin-1/25/1997
13 Reginald, I agree with your emphasis on free cash flow, but disagree on your dLouis Cornell-1/25/1997
12 To add an R&D and marketing "efficiency" factor would be relaitveReginald Middleton-1/25/1997
11 Reg, very interesting presentation. I would like to toss out for discussion theStratajema-1/25/1997
10 I'll see if I can find the info to value it. You really should have taken hReginald Middleton-1/24/1997
9 Cascade had been moving up sharply, sucking in many poor bulls. Even Sal got sCurly Q-1/24/1997
8 I have not looked into it, by I will soon. I don't follow it closely, henceReginald Middleton-1/24/1997
7 Reg, I think you watch Cascade Communications CSCC. In light of today's 33Curly Q-1/24/1997
6 You siad " I'm not familiar with the EVA valuation model. Does it inclReginald Middleton-1/24/1997
5 You would probably do well to download the model, email me and I'll see if Reginald Middleton-1/23/1997
4 Your model is very interesting. I'd like to download it, but I use a MacintBrandon Scott-1/23/1997
3 < never pay more than 4 times sales,> I, personally do not believe in muReginald Middleton-1/23/1997
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