Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Graham Osborn who wrote (55850)	8/14/2015 10:21:01 AM
From: bruwin	Respond to of 78701

" ... so I'll keep my mouth shut" I would rather encourage you to keep up the ongoing constructive dialogue as you have always done, and certainly not revert to the above :)

To: Graham Osborn who wrote (55850)	8/14/2015 11:18:52 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78701

Actually, you made the correct point. He's was talking gross margins and not net margins. I'm a user of net margins in my analyses, and based on past few years, I'll also agree with you that margins are thin. That gross margins have been over 20% in past several years shows some consistency, but what's the big deal with 20%? Isn't that a low gross margin number for a manufacturer? I pass on the stock at current price based on what I see in its past (low margins). Of course, if business is booming or about to take off, then it'd be wrong to assume future is continuation of past. Stock is/could be a buy. Otoh though, I expect it's pretty hard to have sustainable high net margins or sustainable high roe, if you're primarily a seller (TCPI?) into Wal-Mart or Target--- they'll squeeze you (I presume). But back otoh, if you're a nimble investor/speculator, somebody could be in&out and do well. TCPI not for me.