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

To: E_K_S who wrote (64069)	5/24/2020 11:02:25 AM
From: Spekulatius	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78705

Re TER - I don’t claim that TER is cheap and I don’t own it, but after hearing the scuttlebutt from my source as well as reading the 10-k and looking at the financials , I am pretty impressed by the quality of the business and the management. Keep in mind that their main business is testing for semis, wireless and storage and one of their largest customer is Huawei. Despite the sanctions, they area able to continue to do business with them though their Chinese sub, which again shows they are crafty. The order flow in this business seems to be strong due to 5G where Chinese are leading currently. The 10-k risk section from P11 -P14 clearly shows some opportunities and risk that come with this business. Anyways, I put this on my watch list with the intention to buy at an opportune time.