SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (43158)7/3/2011 2:05:37 PM
From: Jurgis Bekepuris   of 78741
 
OSK - what's not to see? Current ROE ~20, ROIC ~15, earnings / EV somewhere at 9%, P/S 0.4. And I am looking at 2011 H1 results and not 2010 that were much higher (one time?).

Sure, results are lumpy, ~70% of sales is military and ~90% US, so there is a risk of big military/govt purchase drop, but I assume Icahn may be looking longer term.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News