Watkins Johnson belongs to the semi-equipment group, and this group typically has a short "lag" response time right behind the Semiconductor group. It's a steal now for around $19 a share, and even a good buy at anything under $31. It has great fundamentals, and is trading at a substantial discount off it's 52 week high. With the recent run-up in Intel & the Semi group in general, hidden "value" stocks like WJ and AMAT (NASDAQ) are poised for some near term great gains. Anyone else following this little "gold mine" please reply with your thoughts on this!
Adam S. |