Opinions
Stephen Takacsy, B. Eng, MBA
Photon Control
PHO-T
PARTIAL SELL
Jun 14, 2018
Stock price when the opinion was issued
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Billy 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
Billy 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
Billy 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
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
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
e looked carefully at it but it got away from him. It is related to the semiconductor industry. There is cyclicality to it. It is hard to understand what they do. You want to buy when the multiple is cheap. It is a great turnaround story. They generated good growth. Sales can be lumpy. It is richly valued and he would trim at this level.