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

To: Spekulatius who wrote (49169)	8/20/2012 4:29:04 PM
From: Paul Senior	2 Recommendations Read Replies (1) \| Respond to of 79188

MRVL. The roe is only good in my view if they (the management) were to actually take out the cash -- all the unnecessary cash they have -- and return it to stockholders or to make an acquisition with it. Then I'm interested. I'm not interested if I have to tie up $10.44 for each share I buy (less a 2% dividend yield) just to have the company earn good money (a high roe) on only part of that $10.44: namely a good roe on only $3.34/share. (I show tangible bv less cash to be $4.90 - $1.56 = $3.34/sh)