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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (2235)11/5/2014 9:32:26 AM
From: robert b furman1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) | Respond to of 26729
 
I'm sitting on a double with my Amat now.

Thinking about putting that money to work in brks.

Both sport a 10 cent quarterly dividend and at brks's price of 10-12 vs amat's price of 20 ish - it is a better yield on more shares.

That and I think that brks life sciences division is poised for growth with out any competition and sustained gross margins.

Brks just announced a president of life sciences division.

finance.yahoo.com

They have been building a backlog and have applied their wafer automation to that of handling and storing pharma products and now biological samples.

The pharma is for litigation protection and a fast growth area.

The biological sample division was just purchased and is yet to be defined in revenue - but it expands an addressable market.

finance.yahoo.com

Lasly they are debt free and sitting on a mountain of cash - I always like that.<smile>

Just my wondering thoughts.

Bob