Norman LevineFujiFilm HoldingsFUJIYPAST TOP PICKMar 31, 2005
(A Top Pick Jan 5/05. Up 1.3%.) The negative on this company, or anything in the photography area has been that film sales are drying up and being taken over by digital. However, this company is the largest producer of photo film paper, one of the top 2/3 digital cameras and the largest maker of the machines that develop photos.
(A Top Pick Aug 11/10. Down 10%.) FujiFilm Holdings (Tokyo Stock Exchange) Japanese earthquake took down the whole Japanese market. Now trading below book value. Prospects continue to be good. Have several high-growth businesses. Good earnings prospects.
Has made a fabulous transition away from film into other areas. Still big in cameras, photo labs and paper but also has 2 other divisions that are growing very well, xerox products and the film that goes into LCD screens.
Japanese company. Down in the last year. Japanese market has been a poor performing market but they are not vulnerable to that. Brought down earnings forecast last week. Manufacture film. Biggest photo paper manufacturer. Own 50% of Fuji Xerox. Also biggest player in LCD screens. Longer-term, a fabulous company with great businesses.
(A Top Pick Feb 27/07. Down 15.2 %.) Went down with the Japanese market. Reinvented itself from the film business. One of the largest manufacturers of digital cameras and biggest provider of photo finishing paper as well as automated kiosks. Have a division that is the largest provider of material that goes into the LCD screens. Opportunity for long-term investors to Buy a great company.
(A Top Pick Apr 27/06. Down 3%.) Bought as part of his exposure to the Japanese market. Fundamentals are still good. Moving from film to digital and are doing very well at it.
Conservative stock with not a lot of risk. With US$ going down, the Japanese yen and Korean won moving up, this is an excellent stock to own right. In transition, moving from a large dependency on film to digital. Feels you can get a big currency pop on this one.
Japanese market is becoming extremely attractive. Economy is doing better. Currency and stock market are doing well. This is a growth stock that has been masquerading as a value stock. One of the biggest producers of digital cameras. The biggest producer of digital photo labs and photo paper.
A growth stock currently masquerading as a value stock. Photo companies like Kodak and Fuji have been under pressure because conventional film sales are plummeting. This company makes money on digitals by selling the cameras as well as the biggest maker of printer issuers and photographic film.