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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (54045)6/13/2014 10:56:11 AM
From: Elroy   of 78702
 
I've sold off the bit of SIGM I owned. I may re-enter if it dips down below $3.50 again. At $4.50 the enterprise value is about $80 million, that seems reasonable for a company perhaps breaking even on the full year and with sales perhaps flat at $200m on the full year. The Q1 results were just in line, I think the only reason the shares have jumped is because they were just too cheap when below $3.50. The current price doesn't seem either cheap or expensive, so no reason to sit in a stock with a questionable revenue outlook.
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