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Strategies & Market Trends : Value Investing

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To: Touching who wrote (56691)1/19/2016 12:18:41 PM
From: richardred   of 74435
 
Thanks for the opinion. I believe Privately held Otter Box is a good gauge as a top competitor. Both this company and Otter Box have grown through acquisitions. I believe the cell phone protective case and glass market will be a good growth market going forward. (New & replacement market)
If the PE remains 11 or below. While margins and cash flow hold, or expand moving forward. IMO it should also increase the M&A speculative appeal of this company.
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