Hi Jerome and Brian and others.....
re "....best values... They are LRCX, EGLS, COHU, SVGI"
I just had to put my 2 cents in. First of all I do agree,
but would add that of the ones mentioned, I would still say COHU is by far the cheapest, and even after its recent run up, I would consider KLIC as being worthy of the undervalued list. After todays CC etc, next 4 quarters are looking like the $3 range for earnings, and at $60, that's still only a forward P/E or 20.
Nice to see EGLS move, with a good earnings report and
positive forward statements, I think we have a real shot
at $35 to $40 in the near term.
Regards, Eric. |
