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

To: Touching who wrote (56691)1/19/2016 12:18:41 PM
From: richardred  Respond to of 77297
 
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.



To: Touching who wrote (56691)2/14/2016 12:13:58 PM
From: richardred  Read Replies (2) | Respond to of 77297
 
Re Zagg Just after our conversation , Zagg acquired Mophie for 100 million. The initial wall Street reaction was positive. However After seeing terms of the deal. My enthusiasm is on the back burner for now. Looks like Mophie is an area Apple is going after. The market might be big enough and growing fast enough for both, but the deals seems to rich given the uncertainty.

mashable.com


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