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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (4397)7/10/1998 6:55:00 PM
From: Jurgis Bekepuris  Read Replies (1) of 78744
 
Hi Mike,

I'm back with a semi-equipment pick. ;-)
James does not invest in high-tech but
someone may be interested. :-)

OK. It's HELX. Selling cryo vacuum pumps to
semi-equips. Semi-equip sector is in the dumps.
And HELX is expensive at 4 P/book, 2 P/sales.
But... it pays ~6% dividend and has 30% ROE, etc.
Last semi downturn they got down to similar yield.
Dividend was kept all the time.

No debt, $1.7 per share cash. Some acquisition
pending.

Any comments?

Jurgis
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