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Motley Fool Hidden Gems / HGS: CNS


Subject:  Re: random thoughts Date:  3/10/2004  11:46 AM
Author:  MFCatbert Number:  268 of 766

MFCatbert - I also worry about their use of the $40 million in cash for a "strategic acquisition". Would you rather they get a loan? I've seen small companies make excellent well-thoughout acquisitions in the past that have benefitted them greatly; e.g. Chico's acquiring White House|Black Market for $90M cash. I specifically search for companies with cash positions for this reason alone.

I have also seen small companies make excellent well-thought out acquisitions. But do you think that CNS marketing program/strategy is well thought out, communicated thouroughly, and is being executed properly. I don't, it seems to change every year. If they do announce an acquisition, I will probably hit the exit. I have seen many acquisitions take the acquirer down rather than up. JMHO.

Best regards,
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