Brink's Home Security CFL W

November 24, 2008 - 10:53am EST by

member

						2008	2009
Price:		16.00		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		732		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT

Description

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#	AUTHOR DATE SUBJECT
15	member 11/26/08 9:53PM RE: Follow up for Issambres
Thank you for the detailed response. Very much appreciate your well thought out replies and report. view available tags
6	member 11/24/08 10:42PM RE: questions
coffee, this is not my write-up but I believe it is not correct to simply compare the AVERAGE value per sub being ascribed by market to the MARGINAL cost per sub. Average vs marginal fallacy.Instead,... login to read the rest view available tags
3	member 11/24/08 4:20PM My main concern
My main concern is that they are spending $1100 up front and don't recoup that until year 3 or 4. I'm just not sure I want to be in a business that requires such an... login to read the rest view available tags
1	member 11/24/08 11:00AM New Writeup
Description: Summary: In the good ‘ole days, the VIC board might have loved the idea of anunlevered spin-off in a niche industry with complex financials trading at a gross discount to its fair value. We think... login to read the rest view available tags

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