I have been following SI for a while , especially the israeli stocks. Only today found out about the general Israel thread: GREAT!
With the tech market getting hit lately here a few great Israeli buys: ORBKF, ECILF, NICEY, TLDCF , CHKPF ,
All of these stocks are trading at very low pe's for , well managed companies ( ECILF, TLDCF , NICEY) leadership in their niche (NICEY, CHKPF)
On an value basis , try out TSEMf : trading at $8 has cash of 5.5 and BV of more than $11 . Management very sensitive to shareholders money ( just paid a $1.5 dividend)
I would like to hear some comments about indigo altough there is thread on SI specifically for indgf , may be someone has some comments, especially about their situation here in the US and the state of the industry?
Thanks,
raoul |