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To: The Ox who wrote (1974)	4/22/2013 8:43:53 PM
From: The Ox	Read Replies (1) of 8239

Been doing some digging into OSIS. The first note is that the company presented at the Roth Capital Partners Annual Conference on March 20th and basically the stock has been in free fall ever since. Earnings are due out Wednesday morning. Estimates are for revenue to decline yoy by 1% but earnings to rise to 74 cents from 65 the previous year. Revenue has gone from $656/11, $793/12 to estimates of $831/13. What's interesting to me is that EPS have gone from $1.71/11, $2.24/12 to estimates of $2.85/13. So revs are coming in slower but EPS appears to be rising nicely and the FY14 estimate is currently at $3.60! EPS growth was 31% in 2012, expectations are for 27% in 2013 and 26% in 2014. Last 4 qtrs. EPS = .62+.32+.80+.63 = 2.37. PE at $51.75 / 2.37 = 21.8. That seems very much in line, if not low, for the company's current estimates. Even at $65/share, which is where the stock was trading on March 20th, the PE would be 27, again, not out of line in my opinion. Could be the stock is preparing for an earnings miss. Certainly looks that way. Estimates are for $206 million in revs and .736 eps. We'll see soon enough! Huge assumption but at 3.50/share, forward PE would be 15 at the moment....... EDIT - price to sales is low at 1.3

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