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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (58024)	9/22/2016 12:19:03 PM
From: Paul Senior	Read Replies (2) of 78673

IPGP. I'll take a few shares as a speculation. Apparently company growth slowing/expected to slow with Chinese competition and that "a weak machine tool market and 'very tough comps' put FY16 guidance at risk". finance.yahoo.com Company has a lot going for it: profitable every year past ten, high margins, $714M in cash vs. $42M in debt (Yahoo numbers). As said, company isn't cheap. P/e multiple has come down (not so much p/sales though). I suspect (and will bet a little) that if IPGP could continue to perform, its p/e multiple will go back up (over 20x) finance.yahoo.com

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