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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (61880)	4/13/2019 11:05:02 AM
From: richardred	Read Replies (2) of 78667

KEM- been on my watch list. I came close to buying this one awhile back., but passed. I still like it. The CEO recently stepped down. I Picked VSH and former spin off from VSH, VPG. I Currently own both in this area you mentioned. I currently believe VSH and to a lesser extent VPG A value with speculative appeal to boot. VSH has a very nice backlog moving forward. IMO the Mosfet area garners high speculative appeal. IMO IXYS acquired by Littelfuse on my 2017 SITT list is but one verification. IMO This sector is still high risk due to the quickly changing technology of the business. Also the places where these high techs do business, and the customers it does business with. Unfavorable trade talks along with a slowing economy could make for a unsuitable long term & volatile holding. P.S. FWIW- IMO Generally you don't see prominent high tech companies as values, but generally growth companies. Especially When they are supplying the new businesses and consumers of tomorrow. Some will make the transition, some won't. IMO Cree was a value once because of the commoditization and competition of it's LED business. IMO based on current stock price, it's made the transition currently. IMO their Wolfspeed division a gem.

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