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Veeco Industries: Ignore The Quarter, Embrace The Trend

2015-09-01 21:37:09| Electronics - Topix.net

All told, the market leader facing a secular trend of massive growth is available for ~15x FY15 EPS ex-cash and ~10x FY16 EPS ex-cash; it's just too cheap. Up front, I'll say I do understand the logic behind the recent decline in shares of Veeco Industries : Nearly half of the company's first half revenue came from China, per the 10-Q , and given the tensions surrounding that market and that economy, that implies some caution.

Tags: industries quarter trend ignore

 

Veeco Industries: Ignore The Quarter, Embrace The Trend

2015-09-01 19:05:51| Semiconductors - Topix.net

Every market day, we select up to 20 of our authors' top long and short ideas, exclusively for PRO subscribers. All told, the market leader facing a secular trend of massive growth is available for ~15x FY15 EPS ex-cash and ~10x FY16 EPS ex-cash; it's just too cheap.

Tags: industries quarter trend ignore

 
 

CF Industries - A Long-Term Play For DGI'ers, Growth And Value Investors Alike

2015-09-01 02:47:42| Agriculture - Topix.net

A merger with rival OCI and a strategic partnership with CHS, Inc. positions CF Industries as the world's largest publicly traded fertilizer manufacturer. CF Industries trades at a discount to its competitors and the S&P 500, and has a history of robust dividend growth with a low payout ratio.

Tags: play value growth industries

 

CF Industries - A Long-Term Play For DGI'ers, Growth And Value Investors Alike

2015-09-01 02:08:51| Chemicals - Topix.net

A merger with rival OCI and a strategic partnership with CHS, Inc. positions CF Industries as the world's largest publicly traded fertilizer manufacturer. CF Industries trades at a discount to its competitors and the S&P 500, and has a history of robust dividend growth with a low payout ratio.

Tags: play value growth industries

 

Astec Industries Upgraded by Stifel Nicolaus to Buy

2015-09-01 01:23:08| Industrial Machines - Topix.net

The brokerage currently has a $50.00 price target on the stock. Stifel Nicolaus' target price suggests a potential upside of 34.70% from the stock's current price.

Tags: buy industries upgraded astec

 

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