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Strategies & Market Trends : Value Investing
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To: Shane M who wrote (44106)8/26/2011 10:10:18 PM
From: E_K_S  Read Replies (1) of 78666
 
From my quick review of their quarterly report, Solar accounst for about 13% of their business. Sales were off YOY but everything else was too. They restructured the division writing down some inventory and/or equipment so that impacted their overall margins.

I had owned this company about 18 months ago with high expectations that their Solar division was an undervalued hidden asset. I was basing this on what Cypress Semiconductor did in Solar several years earlier. I ended up selling out my tracking position as it never accounted for any significant sales.

Now that I revisited their financials, I am a bit impressed that their Energy and Environmental Solutions business now accounts for 13% of their total sales up from 10% last year.

With a Forward PE of 8.38 and the possibility of higher margins (after the restructure) from their Energy and Environmental Solutions division it may be a value candidate. I do like the company's LT debt profile (very small LT debt compared to their annual net income).

My value Tech investments are MSFT, INTC and CSCO. I recently sold a few shares of INTC thinking I can reenter at lower levels. I have yet to start a position in CSCO but it is high on my watch list. After my review of AMAT, I see it as a value candidate (similar to CSCO) and may add a tracking position on any significant sell off.

I like to move money into new sectors and Tech is looking interesting (at least several of the legacy tech companies) again for me.

I have added AMAT to my tech watch list.

EKS
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