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

To: Lazarus who wrote (60827)	5/22/2018 1:49:06 PM
From: Spekulatius	1 Recommendation Recommended By Lazarus Read Replies (3) \| Respond to of 78774

Bought a bit of EMKR, based on budding defense business and concern about trade wars with China easing ( their optical products could be affected by such). Solid balance sheet with lots of cash (> 1/2 market cap). Laser Gyros are high tech products with lots of IP. If they can get a decent products in the hand of some customers, this business could well be worth more than the market cap. This can’t go to foreign vendors ( at least not outside the NATO) due to security concerns.