tag:blogger.com,1999:blog-7294165939647321702.post145057866036941271..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Don't Be Fooled By High P/E ValuesSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-51928184036240397112009-11-04T21:49:52.579-05:002009-11-04T21:49:52.579-05:00Hi Anon1,
I'm not sure they choose to pay mor...Hi Anon1,<br /><br />I'm not sure they choose to pay more taxes. The tax-loss carryfowards are based in certain geographies, so earnings outside of these geographies is still taxed at the regional rate.<br /><br />Hi Anon2,<br /><br />I've written about HDNG <a href="http://www.barelkarsan.com/2009/08/price-vs-value.html" rel="nofollow">here</a>.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-60449446087776870002009-11-04T18:44:38.253-05:002009-11-04T18:44:38.253-05:00I'd be interested to hear your thoughts on HDN...I'd be interested to hear your thoughts on HDNG. They're cash flow positive but are selling at 43% of adjusted* tangible book value.<br /><br />*After subtracting an expected write-down of $10m in the back half of this year, $3m for severance and $10m in intangible assets.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-47896436300635077942009-11-04T18:24:45.684-05:002009-11-04T18:24:45.684-05:00Why did Key Tronic choose to pay more taxes this y...Why did Key Tronic choose to pay more taxes this year than the previous two? In 2007 and 2008, their effective tax rate was less than 5%. In 2009, it was more than 10%.Anonymousnoreply@blogger.com