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Author: TomFoolNC Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121  
Subject: New boy on the block Date: 2/8/2008 11:47 AM
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Ok, Sarah's various postings about BARE on other RB boards has peeked my interest and so far I've been watching the price a bit and went back and read all the postings on this board. Couple of comments/questions.

- Sarah, I think we'll have to designate you the market maker for BARE.
- whats folks current feelings on the debt vs. cash (280M debt/26M cash? have they been paying debt off (loos to be reducing about 20M a quarter) or using profits for expansion? Assuming their debt is still variable, interest rates coming down should help them in the short term.
- looks like a double bottom at 20. I'm not really into TA but I know Sarah is.
- normally as a company grows you look for their margins to increase, ala ISRG, but with BARE as they expand their distribution through retail outlets, it will decrease. But I think thats ok in this case assuming they can grow revenues (and brand recognition) enough to offset this.
- PE ration of 27 seems pretty good given their growth prospects, though I'd certainly feel better getting them at $20 then current $24.75.

I'm interested, I think you guys are right and they have a good story going forward.

Going to start looking for an entry point. When are they next earnings being announced?

Thanks, Tom
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