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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (25270)11/16/2006 8:58:50 AM
From: gcrispin  Read Replies (1) of 78666
 
Thanks for the response, Paul. Other than IVGN,I should have mentioned that the one stock I am still buying is IMOS. Based on the numbers, I believe that it's hard to argue that this stock isn't a value.

finance.yahoo.com

Of course, there are negatives with any stock selling at five times earnings these days. IMOS has a complicated corporate structure and negative cash flow due to high capital expenditures. There's a major holder who knocked down the stock last summer and the company
has a dilutive convertible bond. Last but not least, it's also in a cyclical business. But with long term contracts with its customers and the roll-out of Vista, I believe this share price will see better days in 2007. Year over year, revenues have continued to grow and I believe that trend will continue next year. In the last CC, management stated that capital expenditures should decrease, widening margins and increasing cash flow. On that news, the stock sold off. Go figure. (And do your own DD)
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