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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (23629)3/24/2006 9:29:45 PM
From: Spekulatius  Respond to of 78745
 
I bought some IQW as well. The value appears to be there, with and EBITDA of almost 700M$ and EBIT of 350M$ in 2005 (which was a crummy year). This appears to be more than sufficient to pay for the debt of 1.8B$, capital upgrades and the dividend. Even though printing is not a good business, the market cap of only 800M$ is low enough to make this a compelling value, assuming the business stabilizes somewhat.



To: Paul Senior who wrote (23629)1/10/2008 4:21:43 PM
From: Paul Senior  Respond to of 78745
 
I give up on printer IQW.

One of my worst picks in a while (measured by percentage losses). It may go bk or it may not. High d/e, and debt apparently is now being required to be refinanced. Just too negative an outlook for me. Others might see opportunity though. Could be a quick trade or good speculation now, but for me, I've had enough.

finance.yahoo.com


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