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Strategies & Market Trends : Value Investing
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To: Ridge Stanislas who wrote (45406)11/13/2011 3:19:25 PM
From: J Mako   of 78747
 
Hi Ridge,

Take this with a grain of salt. I've had only a cursory look of the statistics:

Average FCF/equity in the last 5 years is about 10.4%. It's currently trading at 0.8 P/B. So, at the current price, you are getting it at ~12% cash earning yield.

Not super cheap. But looks like there is some truth in the non-GAAP argument. But really need to look into its business.
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