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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (62215)7/20/2019 11:24:48 AM
From: Spekulatius  Read Replies (1) of 78699
 
Re BELFB - isn’t BELFA the better stock, since it is cheaper? The lower liquidity shouldn’t matter. I agree the stock is cheap, but then I looked at Slide 1a of their recent Investor presentation:
ir.belfuse.com

I added up all their acquisitions since 1998 and they had a cumulative of $510M of revenue when purchased. Today, BELFA/B has ~$550M in revenue. Is this worth owning? I think you can get a 20% pop out of if perhaps, but how likely is this to go anywhere.
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