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Strategies & Market Trends : Value Investing

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From: Paul Senior	2/10/2014 1:47:03 PM
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...and back to stocks: LMIA. I'll start a tracking position in this aerospace company. Company's been profitable every year past ten, and has increased stated book value each year. Price to bv is relatively low at .83 (per Yahoo); in some past years it's been over 1.2. D/e has increased: there's been an acquisition. Forward p/e (12/14) about 13x, within range of 12-14x of past few years. Roe has been declining, now about 8%. I look for improvement in corporate d/e with LMIA's cfo appointment as ceo of the acquisition. I've sporadically watched LMIA (since it was about $3 many years ago, now $13.80); I have liked the aerospace structures business (a part of LMIA), esp. as I still hold my position in Precision Castparts which apparently still dominates large fuselage metal fabrication. finance.yahoo.com lmiaerospace.com

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