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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: JakeStraw who wrote (43288)7/12/2011 2:22:16 PM
From: Wallace Rivers  Respond to of 78644
 
Just looked at it. It very well may be a better pick than AMAT, but the stock is in a different sphere which, maybe to my chagrin, I seem to migrating away from as I get older.
NVMI is a small, maybe even a micro cap, and AMAT is a mega cap, and large caps a re more on my radar. I like AMAT's almost 2.5% div. yield, that's a nice cushion.
NVMI's financials seem vey sound at first glance.
Thanks for the heads up.