Beaten-down Semi Screen
>>I agree that easy money in semis was made in late 99 and early 00, but at the prices and multiples some are trading
at now and given the likely revenue and earnings growth well into next year, at least, many are selling at
incredible bargain multiples.
For example: VSH, KEM, AVX, SILI and to a lesser extent DIOD, AMK.
I am sure there are many more.<<
Here's a few more candidates for beaten-down semiconductors:
PrChg Proj Last
Price 13wk% EPS Qtr Fwd
Grow EPS P/E
1. MTCH Metron Technology N.V. 8.188 -51.12 25.00 0.25 7.75
2. EGLS Electroglas, Inc. 18.375 -39.38 19.00 0.60 8.48
3. AMD Advanced Micro Devices 57.750 -32.60 16.78 1.26 11.90
4. LRCX Lam Research Corporation 21.938 -34.27 20.73 0.43 11.95
5. ASMI ASM International N.V. 23.813 -19.62 25.00 0.50 13.21
6. AMKR Amkor Technology, Inc. 23.000 -48.17 23.80 0.43 15.20
7. CY Cypress Semiconductor 39.250 -20.91 19.38 0.60 15.95
8. HELX Helix Technology 28.625 -30.18 25.00 0.50 16.46
9. BELM Bell Microproducts Inc. 25.375 57.97 20.00 0.36 17.77
10. PSIT PSi Technologies Holdings 13.250 -6.20 30.00 0.20 18.30
11. NVLS Novellus Systems, Inc. 44.375 -9.67 28.31 0.60 20.09
12. LTXX LTX Corporation 17.750 -40.83 25.00 0.29 20.15
13. IDTI Integrated Device Tech. 65.438 50.87 30.00 0.70 21.24
14. DPMI Dupont Photomask Inc. 60.563 0.41 20.00 0.52 21.46
15. TLCM TelCom Semiconductor 18.063 -28.11 38.33 0.24 21.81
16. ACTL Actel Corporation 35.125 10.20 20.00 0.41 22.68
17. DS Dallas Semiconductor 34.938 -14.00 19.80 0.41 22.73
18. BRKS Brooks Automation, Inc. 37.875 -44.30 21.50 0.51 23.60
19. LSI LSI Logic Corporation 33.438 -32.45 21.07 0.32 26.63
20. ATML Atmel Corporation 26.813 -31.90 24.14 0.29 28.25
21. FEIC FEI Company 27.563 47.99 20.00 0.24 28.50
Some of these stocks are very compelling -- prices down 30% or more, strong earnings and low forward P/E ratio. AMD,
ATML, LSI, CY certainly deserve a second look at these valuations. |
