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

To: Paul Senior who wrote (29159)	12/4/2007 3:17:29 PM
From: Jurgis Bekepuris	Respond to of 78666

LXK: Anyone has an opinion? It seems to be attractive based on my criteria assuming they can maintain 20% ROE. Personally, I think that printer business is more or less a commodity, although it seems that some companies have managed to extract good results out of it - Lexmark being one of them. Their historic ROE is just incredible. Of course, sales are declining and so are income for the 4th straight year. On the other hand, they are trading at low multiple and they are still maintaining high ROE. I am not sure if it's a buy or not. :)