KLA-Tencor Corp (NASDAQ:KLAC)

CAPS Rating: 3 out of 5

The Company is a supplier of process control and yield management solutions for the semiconductor manufacturing and related microelectronics industries.

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Player Avatar marshgerda (< 20) Submitted: 5/13/2011 7:57:45 AM : Outperform Start Price: $43.46 KLAC Score: +8.45

As a reminder, my thesis is to pick good companies at good pricies that pay dividends. Companies that I would be pleased to own if the market shut down for a year.

KLAC certainly meets that criteria. They pay a nice 2.3% dividend that has been steadily raised over time. They have a great balance sheet with $1.8b in cash, or almost $11 per share. They have been solidly beating expectations, yet have a ev/ebit of a bit over 6x.

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