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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (77224)9/28/2017 5:46:47 PM
From: The Ox1 Recommendation

Recommended By
Donald Wennerstrom

   of 95572
 
Hi Don,
No, I'm betting we don't disagree about how to put different valuation metrics on a company. I singled out PE, as that is where much of the discussion about MU has been focused in the past (on this thread). Price to sales, Discounted cash flows and plenty of other valuation metrics can (and should) be used. I wrote the note in a bit of a hurry and it would have been wiser to slow down and add more details like those above. Especially since the CS data was putting a valuation based on EV/FCF and also using EPS/FCF.

For MU, Total Cash Flow From Operating Activities fell to $3,168,000 in 2016 from $5,208,000 the year before. Combined with the minuscule EPS last year, it was not a very good situation. The turnaround has been dramatic and substantially justifies the increased share price.
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