I like finding fifty-cent dollars, that's not a surprise. What I like more is finding a fifty-cent dollar that's an exceptional business, maybe even an industry leading business. Advanced Energy Industries (AEIS) is an industry leader in power supplies and power conversion solutions within the semiconductor space. They lead through having the best technologies, leading … Continue reading A Rising Tide Lifts All Ships (But Especially Those Without Debt That Have Growing Margins)
Tag: semiconductor industry
Searching Through Semiconductors
The semiconductor industry, from a price per share perspective, is close to all time highs. Because of this, I was quite surprised to see a semiconductor business pop up on one of my loose stock screeners. The company is inTest Corp (INTT). Sporting a FCF Yield of 9%, growing revenues, and industry leading margins and … Continue reading Searching Through Semiconductors
The Market Plunger 