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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (29234)	12/14/2007 9:06:58 AM
From: gcrispin	Read Replies (1) of 78830

My single value idea is IMOS which I have mentioned here a couple of times. The company is a Tawainese Test and Assembly company that is registered in Bermuda. They were the first T@A to set up a factory in China. First the metrics. I don't think you could find a cheaper stock based on EBIDTA to Enterprise Value. finance.yahoo.com Compare this to their competitors AMKR and SPIL finance.yahoo.com finance.yahoo.com The company is currently projecting 75 to 80 million of Free Cash Flow and is using the proceeds to buy back a convertible they issued. Scott Black of Barrons Roundtable fame likes it. His Delphi fund is a significant shareholder and I wouldn't be surprised if he mentions it again. Here were his comments at the mid-year roundtable. Message 23629474 Short interest is decreasing. It looks like MU might have bottomed. I have been adding to my large position. nasdaq.com

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