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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (45030)10/18/2011 3:43:16 PM
From: J Mako  Read Replies (1) of 78666
 
re: ITRI

Interesting.
  • The huge goodwill (from a 2007 acquisition?) on its book distorts its roe and roa.
  • Look at its high D&A vs low capex. That distorts its reported earning and headline p/e.
  • They've been aggressively paying down the debt which I believe was incurred in the acquisition.
The next question is: does it have any moat?
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