Sensors: PHO.v (optical sensors) looks like a value stock (to me), even after its recent rise. Relatively high p/e, relatively high p/sales, relatively high p/stated bv ---- I don't like this. Also there's some sort of lawsuit which I've not looked at. And it's Canadian, and I don't know about currency exchange value. Otoh, seems to have high rev. growth, high profit margins, high gross margins, lots of cash, earnings every year past seven.
Conclusion: I waffle.
Otoh, the much larger Sensata (ST) (The Performance Sensing segment manufactures pressure, temperature, speed, and position sensors, as well as electromechanical products for use in subsystems of automobiles, such as engine, air conditioning, and ride stabilization...) seems more assured to me. Also has profits every year past seven, less gross margins, less growth (than Photon). Relatively low p/sales now though. Analysts expect good things from ST (low forward p/e). Who knows?
Playing for a single/double vs the home run (PHO.v?), I add a little to my few shares of ST.
ca.finance.yahoo.com
Jmo, and I've been wrong many, many times. |
