RE: MKSI
On my watch list from your earlier posts and started a position today. This stock w/ others in the tech sector were on the move today. Could see +30% to the upside as a reversion to the mean play. Stock is cheap at 13x PE. $4.5 Billion Market Cap. A bit more debt I would like but may/could do ok if interest rates stabilize.
MKS Instruments, Inc. is a global provider of instruments, subsystems and process control solutions that measure, monitor, deliver, analyze, power and control critical parameters of advanced manufacturing processes. MKS solutions are used in pressure measurement and control, flow measurement and control, gas and vapor delivery, gas composition analysis, residual gas analysis, leak detection, control technology, ozone generation and delivery, RF & DC power, reactive gas generation, vacuum technology, lasers, photonics, sub-micron positioning, vibration control, and optics. The company has six product groups: Analytical and Controls Solutions; Power, Plasma and Reactive Gas Solutions; Vacuum Solutions; Photonics; Optics; and Laser Products. 
This stock s/d do well as long as tech companies run. Good time w/ Santa Clause rally too. |
