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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (55679)7/13/2015 5:07:14 PM
From: IndependentValue  Read Replies (1) of 78672
 
Hi Paul

Thanks for your response.

Regarding specific stocks, I've looked at CSS again recently and find it interesting 6x EV/FCF, P/B of c. 1.0x, no debt, c. 35% market cap in cash, FCF and EBITDA fairly steady over the last 5 years - but ROIC (using FCF as % of IC, being assets - non-interest bearing current liabilities) is just c. 10%-11%, which doesn't blow me away. Am looking into it further but like what I see from initial pass, except for the ROIC. Hence my question regarding how others view ROC in the context of ostensible value (as measured by low income/cash flow multiples).

Thanks for sharing your views.
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