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Strategies & Market Trends : Value Investing

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From: IndependentValue	11/18/2013 3:09:40 PM
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SIMO - Has anyone been following this stock? Paul Senior, do I recall reading here that you're a shareholder? To me it seems like one of those rare businesses that is currently a net-net (well almost, at 69% of its NCAV), while generating decent operating and free cash flows (priced now at 2.8x its TTM FCF) and with growth prospects from its mobile storage business. I need to investigate further, but I'm beginning to think this is a compelling investment case. I need to understand the industry a little more though. Anyone have any thoughts on this?

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