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


To: richardred who wrote (62134)7/31/2019 6:02:11 PM
From: Paul Senior  Read Replies (2) | Respond to of 78673
 
KEM (Kemet). I'll step up for a few more shares. Stock of this dominant producer of capacitors seems very inexpensive at 6x earnings. I'll bet a little more.



To: richardred who wrote (62134)2/5/2025 12:37:16 PM
From: E_K_S  Respond to of 78673
 
Re: Vishay Intertechnology (VSH) 17.77+1.13 (+6.79%)

Earnings expected $0.11/share but posted $0.00/share. Market must be looking to the Future
19x Forward PE; 2.45 div
Vishay Intertechnology, Inc. is a global manufacturer and supplier of semiconductors and passive components. Semiconductor products include metal oxide semiconductor field-effect transistors (MOSFETs), Diodes and Optoelectronic Components. These are typically used to perform functions such as switching, amplifying, rectifying, routing or transmitting electrical signals, power conversion, and power management. Semiconductors are sometimes referred to as `active components` because they require power to function. MOSFETs offerings include low-voltage Trench FET MOSFETs, high-voltage MOSFETs, smart load and analog switches, multiplexers and, power management and power control ICs. Diodes segment offers small signal diodes, rectifiers, protection diodes, thyristors/SCRs and power modules. Optoelectronic segment comprises of infrared (IR) emitters and detectors, solid-state relays, IR remote control receivers, IR data transceiver modules, optocouplers, optical sensors, light emitting diodes and 7-segment displays.



Vishay Intertechnology Reports Fiscal Fourth Quarter and Full Year 2024 Results

  • 4Q 2024 revenues of $714.7 million
  • 4Q 2024 GAAP loss per share of ($0.49); adjusted EPS of $0.00
  • 4Q 2024 book-to-bill of 1.01, with book-to-bill of 0.99 for semiconductors and 1.03 for passive components
  • Backlog at quarter end was 4.4 months
  • Returned a total of $26.2 million to stockholders in Q4 2024; $105.1 million for the year
  • FY 2024 capex of $320.1 million
Market seems to be looking to the future +3.61% on these earnings. Maybe bar is set pretty low for the next quarter still have a small 0.35% portfolio position at an avg cost of $17/share. VSH w/ good earnings next quarter could see a reversion to the mean back to $22 -$25. looking for +35% from current prices