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Opinions Robert McWhirter
Photon ControlPHO.TOCOMMENTNov 04, 2016
Stock price when the opinion was issued
As of Jul 16, 2021. Market Open.
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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Smaller, cyclical company. Rolling out new products. Share buyback potential. Fortunes tied to semiconductor industry. Unlock Premium - Try 5i Free
James Telfser
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech in general has been weak so this may account for recent weakness. It remains up this year though. A fine buy today. This year should be good for the company. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company holds a good amount of cash at $65M and has no debt. A well-positioned supplier of key semiconductor components. The increased demand for chips will be a tailwind. Shares are attractive compared to historical figures. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sees no issues with the stock. The stock is up 78% this past year and has $46M cash. It might take some time for semiconductor demand to translate into new capital spending. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has been very conservative in its guidance and investors are following this. Business conditions are expected to be decent although there might be a weak quarter or two. The company holds lots of cash, no debt and a decent outlook. Unlock Premium - Try 5i Free
Stockchase Insights
Andrey Omelchak
Andrey Omelchak
They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.
Financials are incredible. Earnings are forecast to be $.08 in 2017, so it is trading at less than a 10X multiple. A monster free cash flow generator. They provide optical sensors and temperature measurements on an extremely precise basis, particularly in the semiconductor space. Although people have concerns about semiconductors being a cyclical business, he thinks there is still lots of legs in that space. The stock is cheap. They are looking for potential acquisitions to use up some of their cash. Overall a great product.