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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

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
78	jbe: Since you asked my opinion :-) be aware that the foloowing are only opin	Pirah Naman	-	10/31/1997
77	Pirah -- It is certainly becoming clearer & clearer that our various sourc	jbe	-	10/31/1997
76	Greg: The share buybacks in themselves do nothing to change the value of the e	Pirah Naman	-	10/31/1997
75	Hello Reginald, Your, "if one cannot find such an investment, than it woul	Jules B. Garfunkel	-	10/31/1997
74	jbe: I trust that you will understand this as a caution on your sources. You	Pirah Naman	-	10/31/1997
73	Andrew: I'm going to respond to you "out of order" to make this	Pirah Naman	-	10/31/1997
72	<Also, in your very comprehensive valuation model, why do you include common	Reginald Middleton	-	10/31/1997
71	You have entered into a circular argument with your previous assertions. I will	Reginald Middleton	-	10/31/1997
70	Reginald, I read your first two posts to that thread you started. I agree with	Andrew	-	10/31/1997
69	<i>"Per share growth does not increase the value of the entity itsel	Andrew	-	10/31/1997
68	I'm still stuck on the basics on this share buyback. I can see a company wa	Greg Jung	-	10/31/1997
67	Greg: Re IBM -- and Compaq and Dell and etc. You write: "I've been	jbe	-	10/31/1997
66	<So would you say that MSFT's use of $3B to buy back stock as part of it	Reginald Middleton	-	10/30/1997
65	<At the same time it accelerates per share growth by concentrating (vs. dilu	Reginald Middleton	-	10/30/1997
64	<Unless a stock buy back action is aimed at fuding a compensation plan, it s	Bill Morel	-	10/30/1997
63	Reginald, thanks for the Value Line info...I'll check it out. However, I m	Andrew	-	10/30/1997
62	Pirah, <i>"MOST of it reads to me like things we (you and I) have a	Andrew	-	10/30/1997
61	<That's the idea. FCF is cash above and beyond what they need to grow th	Reginald Middleton	-	10/30/1997
60	Greg: > I've been trying to figure why IBM is considered a value stock.	Pirah Naman	-	10/30/1997
59	<I think I can help you here! Have you heard of "The Value Line Investm	Reginald Middleton	-	10/30/1997
58	Thread, I look forward to reading the posts when I have time. I've been try	Greg Jung	-	10/30/1997
57	Andrew: I think I am missing something in your post. MOST of it reads to me l	Pirah Naman	-	10/30/1997
56	Joan and Pirah, Chimera? Illusory? Vocabulary? <g> I'm with you guy	Andrew	-	10/30/1997
55	Andrew: > They don't give data for the changes in working capital. The	Pirah Naman	-	10/30/1997
54	jbe: > I'm still confused about your method of calculating free cash fl	Pirah Naman	-	10/30/1997

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