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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50714)	1/31/2013 1:32:26 AM
From: Jurgis Bekepuris	Read Replies (1) of 78530

Do you have more thoughts and/or valuation on FN? Looks somewhat interesting and possibly undervalued. I am somewhat concerned that it's a contract manufacturer. I never saw much moat in these companies. It seems they could lose business as fast as customers can say "cheaper at similar quality". I am sure I am overstating the risk, but I am not so sure this is attractive long-term investment, since growth while maintaining margins might be difficult.

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