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


To: Dan Meleney who wrote (43114)11/14/2011 6:03:17 PM
From: Kauz  Read Replies (1) | Respond to of 78683
 
Resurrecting this post...

I just started looking at this stock a couple days ago. It looks like, based on the work in progress and raw inventories, the next quarter revenue/earnings should be close to or better than the last quarter. In that case, the P/E should go down nicely at the current price.

One thing that puzzles me is why the gross margin varies so much from Q to Q.

Also, the Sal/Gen/Admin expenses have steadily gone up every Q as well. Is this because of acquisitions or organic growth?

In Q2, COR is up and Sal/Gen/Admin is down. In Q3, COR is down but Sal/Gen/Admin is up. Why the fluctuation?

Any ideas?

-Kauz