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


To: Lazarus who wrote (60934)6/28/2018 10:22:26 AM
From: E_K_S2 Recommendations

Recommended By
Area51
Celtictrader

  Read Replies (1) | Respond to of 78740
 
Started small position in ICHR a specialized semi equipment manufacturer.

Ichor Holdings, Ltd. is engaged in the design, engineering and manufacturing of critical fluid delivery subsystems for semiconductor capital equipment. Ichor Holdings, Ltd. is based in Fremont, United States.



GN value for ICHR based on $3.17 EPS for 2018 is $25.39/share. If you use the 2019 EPS estimate of $4.19, GN values is $29.00/share.

I got my starter position at $20.21/share. Will look for $25-$30 range in 12-18 months

EKS



To: Lazarus who wrote (60934)6/28/2018 8:04:11 PM
From: Spekulatius  Respond to of 78740
 
I am not a big fan of SYTE mini Berkshire approach. Also a bit too much “scratch my back and I scratch yours” with all these intertwined investment management companies going on for my taste. This does have potential if they get it right and the stock and real estate bull market continues.