Opinions
Mike S. Newton, CIM FCSI
Stratasys Inc
SSYS-Q
COMMENT
Sep 24, 2013
$100.560
Stock price when the opinion was issued
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COMMENT
3D Printing (DDD-N) or Stratasys (SSYS-Q) or something else? Of the 2, 3D looks a little more interesting to him. It trades at about 25X earnings with more consistent growth while this one trades in the 30s and has had a few bad quarters along the way. There is a 3rd company Organova (Listed on the Pink Sheets) that actually manufactures human tissue but is still not profitable.
INDUSTRIAL PRODUCTS
DON'T BUY
Stratasys (SSYS-Q) or 3D Systems (DDD-N)? This is an area that he feels will have very strong growth over the foreseeable future and will become more and more mainstream. These are the 2 major companies in this area. 3D probably looks a little bit cheaper but both companies are trading at a little bit too high a multiple for his liking.
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Used to own but sold his holdings when the stock moved up so much. Currently prefers 3D Systems (DDD-N). 3-D printing is quite fascinating with what is happening on it. There is new interest in this space.