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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19649)9/4/2004 4:53:43 PM
From: jeffbas  Read Replies (1) of 78717
 
You think ISIL is overvalued at $15 - with near 60% gross margins, $4.70 cash per share, no debt, and projected by analysts to make $.84 in 2004?! (The 2002 bear market low was $11.)

By the way I won't consider ANY chip manufacturer unless it has near 60% or more GM and no debt. Debt is imprudent in a highly cyclical industry and I have no interest in commodity companies.
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