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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (57727)8/8/2016 9:00:34 PM
From: Paul Senior  Read Replies (2) of 78730
 
So I guess your purchase of IEHC has not much to do with its stated book value. "Book value is a useful metric for banks and insurance companies, but rarely so for industrials or any producer of goods."

For me, with IEHC's stated bv under 1x, history of increasing book value, and past years' p/bv often greater than 1x, I see a reasonable potential as a reversion-to-mean play.
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