SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (58208)10/16/2016 1:18:31 PM
From: Graham Osborn  Read Replies (1) of 78748
 
SIMO trades at the high end of its historic range (last 10 years) on EV/ Rev, EV/ EBITDA, and P/ Tb. It traded at half Tb after the recession. It seems like a great stock to buy for a bounce around half tangible book, so I'll add it to my "recession wish list." It may get there quicker than expected if they continuing growing their book. When I buy a growth stock I like to see it steadily growing rev and tbook at a relatively constant multiple, which suggests room for price and maybe even some multiple expansion. Thanks for the insights on what seems like a nice company.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext