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Strategies & Market Trends : Value Investing
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From: IndependentValue8/27/2013 5:32:02 PM
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Anyone taken a look at CRUS? Has some interesting characteristics - ROE of c. 27%, no debt, gross margin of 48%, steadily increasing revenues and FCF over the last 5 years, P/FCF of 8.5x, so some very solid looking financials. And interestingly in the context of the frothy market that we've seen over the last 12 months, stock is down about 45% for the period. Reason for the decline? Ostensibly its tied to the Apple narrative, so perhaps an interesting way to play any AAPL rebound (should you believe it to be possible).

Any thoughts?
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