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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (63826)	5/23/2020 6:38:07 PM
From: Spekulatius	Read Replies (2) of 78704

If you like automation (which I agree will be a fertile ground) then take a look at TER. Teradyne is local to me now and I know a fellow who works there as a manager. I don't own the stock because I didn’t like the valuation, but I am very impressed by management and what I heard through my acquaintance. TER has been a semi testing company which has been very competitive traditionally, but through consolidation and innovation, TER has made this a very profitable business. Even more importantly, they start to venture into factory automation (smart forklifts) By purchasing an upstart company which they are now building out and believe they have a great market opportunity. It’s a pretty forward looking company. They have handled COVID-19 very well, buffing their facilities as early as late February , as they learned from their Chinese colleagues (they have ops in China) what May be in store and remaining open as an essential business. I don’t own it for valuation reasons yet, it I think it’s high quality operation and I think I will buy shares and see how it goes. I don’t think it’s overvalued either. For now, it’s on my watch list, but the above qualitative considering make me likely to buy the stock.

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