Opinions
Malvin Spooner
GSI Lumonics
GSI-T
BUY
Oct 24, 2000
Investors lost interest. Expect they'll get back into it. Should do well in 6 months
$19.000
Stock price when the opinion was issued
misc industrial products
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BUY ON WEAKNESS
Likes them long term, but a little worried in the next 1/2 quarters as a good chunk of their business is semi conductor capital equipment which has a lot of excess capacity as the semi conductor business is slowing down. The business model looks better than it was before. They are going to make money at a lower level of revenue. Made very smart acquisitions and have lots of cash. Would buy more in the $10 range.
misc industrial products
BUY
Focused on laser technology. The driver of the stock seems to be the semi-conductor industry. If this industry has a glut, then orders for GSI disappears. The last 2 years has seen a nice run on orders, but the last quarter they dropped sharply. In the near term, revenues are about to decline. Company is profitable though.
misc industrial products