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Strategies & Market Trends : Value Investing

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To: KevRupert who wrote (12005)	2/14/2001 9:17:33 PM
From: Grommit	Read Replies (1) of 78517

KEM -- I think Kemet is a fine company with great earnings and growth prospects. It is one of my largest holdings. from their recent press release -- "Overall tantalum and ceramic capacitor consumption remains on a strong, long-term growth trend of 23% over the last decade, and we expect shipments to return to this trend by mid-2001. Barring a recession, we expect fiscal 2002 revenue growth to be in excess of 10% over fiscal 2001 revenues with earnings of at least $3 per share.'' What's a company worth, with little debt, huge ROE, growing market share in tant & ceramic caps, an outlook of 10-20% growth and earning $3 per share? A hell of a lot more than $20, IMO. I will wait out a recession, if it happens. Grommit kemet.com kemet.com

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