Peter Hodson
Omnivision Technologies Inc
OVTI-Q
TOP PICK
Apr 26, 2011
Makes the sensors for cameras that go in iPhones, Blackberries and iPads. Very fast growth rate. Trading at about 11-12 times earnings. Good cash on the balance sheet. Huge Beta to the stock market.
Has been a great company. The last quarter wasn't exciting as the rates of growth had slowed down a bit. Is cautious on all companies with multiples greater than 25. Would buy in the low $20's.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.