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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (33588)2/21/2009 11:25:37 AM
From: Jurgis Bekepuris  Read Replies (1) of 78899
 
AIRT - OK, I should not have been so short in my answer and should have reviewed my reasons for not buying it. You are right, I would not consider AIRT dink. It has historically OK ROE, low debt. Trading below book and tangible net assets. On the negative side the margins are really low and the AR + inventories make majority of the book value. I don't quite understand what they consider inventories and AR in their business. Perhaps they are all OK and worth every penny, perhaps there is a risk of writedown. I just don't know. Overall, the company is probably a buy if one can stand the low margins. I'll still probably skip it, but it's definitely an interesting small cap company.
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