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Strategies & Market Trends : Value Investing

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To: IndependentValue who wrote (52241)	8/29/2013 12:59:39 AM
From: Jurgis Bekepuris	Read Replies (1) of 78702

CRUS - pretty good recent results, but 10 year history rife with losses. What has changed since then? Does it have a moat in anything or was it just riding Apple/mobile wave? Why do you think that last couple years is the new normal and not what it was in 2005 or 2008? As far as I remember CRUS was not a tier 1 company in any area. However, I am not a chip guy, so it might be that things have changed. It is somewhat cheap, but I don't experience a great enthusiasm to buy it. For me it seems yet another chip company that can swing to the loss tomorrow as easily as they swung to the profit couple years ago.

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