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Strategies & Market Trends : Value Investing

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E_K_S

To: Graham Osborn who wrote (58494)	11/15/2016 6:34:07 PM
From: MCsweet	1 Recommendation of 78750

The fact that most of book is non-inventory current assets is a definite plus. So yeah looks like the stock is trading at roughly 2x current assets mostly non-inventroy (with no debt), which is much more attractive than simply 2x tangible book. This one looks interesting to me also with it being such a big loser and possible tax loss selling. There could be a nice reversal of that. On the other hand, stocks with large negative analyst earnings revisions tend to underperform. I'll have to take a close look. I have gotten caught in a few tech value traps. As far as the 90s go, I only look at tangible book, so your comment does not apply. MC

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