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Strategies & Market Trends : Value Investing

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E_K_S

To: IndependentValue who wrote (52823)	11/18/2013 6:50:20 PM
From: Paul Senior	1 Recommendation of 78673

SIMO. I've no comprehension of why you calculate market cap as a fraction of NCAV or why you use 2/3 as a bogey. Otoh, it's not important whether I understand it or not-- it's only important that you do. SIMO for me is a reversion-to-mean play with an okay dividend while waiting. Some margin-of-safety (maybe) with okay cash component and only little long-term-debt. When the company's been profitable (8 of the past 10 years), it's been very profitable (net margins). Sometimes the roe's been pretty decent too.

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