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Strategies & Market Trends : Professional Equity Analysis - the Pursuit of True Value
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To: Reginald Middleton who wrote (19)1/26/1997 8:57:00 AM
From: cape radical   of 102
 
a few back of the envelope estimates for CA shows a WACC of 10-12%, i.e., CA is highly leveraged relative to the technology sector, and a ROA of over 20%. maybe we can both dig a little deeper into the numbers and find a realistic market value. i bought CA without much hesitation.

if you want to see a real interesting value, check out the MSON thread. looks like a steal when you look at the numbers. i wish i had an extra 12 hours a day to REALLY evaluate companies.
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