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

To: robert b furman who wrote (3647)	12/4/2015 11:19:26 AM
From: Kirk ©	Respond to of 26763

I know you've liked BRKS for awhile. Seems to be on the right path with the bio business. Nice dividend and good growth with no debt... very solid! I wonder if this page writeup for BRKS was done by a robot/program? capitalcube.com Investment OutlookBrooks Automation, Inc. has a fundamental score of 69 and has a relative valuation of OVERVALUED. Company Overview Compared to peers, relative underperformance last month is down from a median performance last year. Brooks Automation, Inc. trades at a lower Price/Book multiple (1.19) than its peer median (1.71). The market expects BRKS-US to grow faster than its peers and for the company to improve its current ROE. BRKS-US has relatively high profit margins while operating with median asset turns. Compared with its chosen peers, changes in the company’s annual earnings are better than the changes in its revenue, implying better than median cost control and/or some economies of scale. Over the last five years, BRKS-US‘s return on assets has declined from above median to about median among its peers, indicating declining relative operating performance. The company’s relatively high pre-tax margin suggests tight control on operating costs versus peers. While BRKS-US‘s revenues growth has been around the peer median in recent years, the market seems to see faster growth ahead and gives its shares a higher than peer median P/E ratio. The company’s relatively low level of capital investment and below peer median returns on capital suggest that the company is in maintenance mode. BRKS-US currently does not have any debt.

To: robert b furman who wrote (3647)	12/7/2015 3:39:55 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26763

Just what we want, NOT! TSMC applies for 12-inch wafer fab and design service center in China digitimes.com TSMC today submitted an application to the Investment Commission of Taiwan's Ministry of Economic Affairs for an investment project to build a wholly-owned 12-inch wafer manufacturing facility and a design service center in Nanjing, China. The planned capacity of the facility is 20,000 12-inch wafers per month, and would be scheduled to begin volume production of 16nm process technology in the second half of 2018. The design service center is aimed at establishing TSMC's design ecosystem in China. TSMC will commence the investment project upon receiving the approval from the Investment Commission. "In view of the rapid growth of the Chinese semiconductor market, we have decided to establish a 12-inch wafer fab and a design service center in China to provide closer support to our customers there and to further expand our business opportunities," said TSMC chairman Morris Chang. News website: www.digitimes.com