Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (3165)	5/8/2002 3:36:51 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

New Pick : Nyse: TNL (Technitrol) - $ 25.75 Technitrol, Inc. is a global producer of precision-engineered passive magnetics-based electronic components and electrical contact products and materials. The Company is a global producer of these products and materials in the primary markets it serves. Passive magnetics-based electronic components are used in virtually all types of electronic products to manage and regulate electronic signals and power. Electrical contact products and materials are used in any device in which the continuation or interruption of electrical currents is necessary. In each case, the Company's products are critical to the functioning of the end product. The Company operates its business in two segments: the electronic components segment (ECS), which operates under the name Pulse; and the electrical contact products segment (ECPS), which operates under the name AMI Doduco Pulse Pulse designs and manufactures a wide variety of highly customized passive magnetics-based electronic components. These components manage and regulate electronic signals and power for use in a variety of devices by filtering out radio frequency interference and adjusting and ensuring proper current and voltage. These products often are referred to as chokes, inductors, filters and transformers. Pulse sells its products to multinational original equipment manufacturers, contract manufacturers and distributors. Pulse's products are used in a broad array of industries, including: telecommunications; enterprise networking; power conversion; automotive; consumer electronics; and military/aerospace. Representative end products that use Pulse's components include: Ethernet switches; voice over Internet equipment; broadband access equipment including cable modems and digital subscriber line (DSL) devices for telephone central office and home use; routers; automotive controls; video game consoles; power supplies; and military/aerospace navigation and weapon guidance systems. AMI Doduco The Company is the only global manufacturer that produces a full range of electrical contact products that range from contact materials to completed contact subassemblies. Contact products complete or interrupt electrical circuits in virtually every electrical device. AMI Doduco provides its customers with a broad array of highly engineered products and tools designed to meet unique customer needs. AMI Doduco sells its products to multinational original equipment manufacturers. AMI Doduco's products are used in a broad array of industries, including: appliance; automotive; building construction circuitry; electric power; commercial and industrial machinery; and telephone equipment. --- Technitrol makes complementary PASSIVE components for many high end and mass market electronic devices. It commands a weighted 30% market share in inductors for the entire electroncis segment. This makes it a major player with great economies of scale. A smaller competitor which is more limited to avionics called Torotel (TTLO.OB) I also have a position in... TNL got upgraded to BUY recently around $24. I regard is as a low risk way to play communcation IC business.. Valuations are quite good, recently a turnaround was achieved and a secondary around $20 was conducted.. Market Capitalization $941.9M Shares Outstanding 39.2M Float 36.1M Per-Share Data Book Value (mrq) $9.19 Earnings (ttm) -$0.62 Earnings (mrq) -$0.15 Sales (ttm) $12.21 Cash (mrq) $3.26 Valuation Ratios Price/Book (mrq) 2.61 Price/Earnings N/A Price/Sales (ttm) 1.97 Income Statements Sales (ttm) $410.4M EBITDA (ttm) -$26.5M Income available to common (ttm) -$20.7M Profitability Profit Margin (ttm) -5.0% Operating Margin (ttm) -6.5% Fiscal Year Fiscal Year Ends Dec 28 Most recent quarter (fully updated) 29-Mar-2002 Most recent quarter (flash earnings) 31-Mar-2002 Management Effectiveness Return on Assets (ttm) -3.95% Return on Equity (ttm) -6.20% Financial Strength Current Ratio (mrq) 2.44 Debt/Equity (mrq) 0 Total Cash (mrq) $110.0M Short Interest As of 8-Apr-2002 Shares Short 1.14M Percent of Float 3.2% Shares Short (Prior Month) 956.0K Short Ratio 8.34 Daily Volume 137.0K rgrds CROSSY