If you have followed SUNW as I have, the stock was selling in the 80's a couple of weeks ago until they beat earnings whisper by 3 cents. I think if KEM demonstrates that they are not only beating the street, but handily beat the whisper number and then have guidance for more an exciting business earnings in capacitors for the next year, they will start to buy the shares.
Right now, they are almost a forgotten stock. They are not up there with the dot.coms or the techs in general. I have maintained the position that they are not even a technology stock at all. With the level of sophistication of technology today, the capacitor is viewed as a very basic building block, almost "low-tech".
I hope that the board of directors of KEM recognize that their stock is cheap and vote to buy some back.
They are about to have a shareholders meeting, which I unfortunately cannot attend. I believe that they will need to address issues of shareholder value such as stock valuation.
Bottom line, I believe that the most significant measurement of KEM's earning report will be their margins. If margins increase, there will be a vindication of everything the company is trying to do to increase profitability.
Good luck, and thanks for your good posts. |
