Opinions
Robert McWhirter
Photon Control
PHO-T
COMMENT
Feb 21, 2017
Stock price when the opinion was issued
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This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.