Andrew,
Thanks for the info. I am short on cash now, so I
will continue to investigate the companies on the
list. I will add AGAI to the list. The PSR of MTSN is
too high for my taste.
I think that LTXX is an also-run after the TER.
I did not keep up with respective market niches, so
I might be wrong.
I don't like the debt-to-equity of KLIC, as well
as its very volatile earnings.
So my consideration list is: AGAI, ASYT, FSII,
GGNS, LRCX, WFR, SUBM (0.3 PSR!), SVGI, WJ (0.8 PSR).
The earnings season might bring us some surprises
and bargains, though it seems that the market is
becoming "irrationally optimistic" about semi-equips.
Good luck
Raimondas |
