Have had some problems, but are seen as a leader in their sector. Probably has good potential to rise from here. Six months or a year from now the stock could be up.
This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1.
Ranks about 1/3 in the top half of their database. Overall sales growth up 20% and earnings up 86%. Earnings decline is forcast for '06. Cyclical. Caution.
Looks like it is finally turning itself around. Current earnings estimates is $.93 in Dec/10. A further 22% is forecast to $1.13 in 2011. Trading at 10X PE.
In some very interesting markets, optical/optical devices in image processing but growth has slowed dramatically. Getting benefit of a recovery in the semiconductor cycle but doesn't see growth going back up to 20%-30%. Probably pay out 30% of their earnings, which suggests they don't have use of their cash.
Specialty is cameras to catch images and particularly moving towards infrared images for weather satellites as well as for manufacturing processes. Earnings estimates growing from $1.01 to $1.18, a 17% earnings growth for 2011 and 23% into 2012. 12X PE. ROE of about 13%. Cheap