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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (54036)6/12/2014 8:17:51 PM
From: robuck  Read Replies (1) of 78748
 
ripskidaddy. I'll take a 15% return over two days.

picked some up yday. time for mgmt to slash r&d. they spend more than double the industry on r&d as a percent of sales (~45% of revs vs industry at 20%). trades at less than1x ev/r&d. if they cut r&d to in line w/ industry stock is trading at less than 2x ev/ebitda. activist wanted.
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