Stockchase Opinions

Stockchase Insights Photon Control PHO-T HOLD Dec 19, 2022

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.
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Stock price when the opinion was issued

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PAST TOP PICK
(A Top Pick Dec 17/19, Up 54%) There will be more upside in the near term. They are generating good free cashflow, and their business is doing very well. Management is superb and the Board of Directors is competent. He expects acquisitions in the coming quarters.
BUY

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

BUY ON WEAKNESS
Great company, niche expertise. High net cash position. Results from biggest client are solid. Good potential to accumulate at these levels. Great management team. Unique temperature measuring devices for chips. Potential takeout candidate. Buy on weakness.
BUY ON WEAKNESS

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

BUY ON WEAKNESS

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

BUY

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

WEAK BUY
Price target of $3.25. Optical sensors and instruments in the semi industry. Doing well, but pullback since February.
COMMENT
Being acquired. No competing offer on the horizon. You're not risking much by buying, but doesn't see another deal coming along.
HOLD

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