Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC)

CAPS Rating: 5 out of 5

The Company designs, manufactures & markets capital equipment & packaging materials as well as service, maintain, repair & upgrade equipment, all used to assemble semiconductor devices. Currently supplies semiconductor wire bonding assembly equipment.

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Player Avatar personaltrader (< 20) Submitted: 4/4/2013 11:06:31 AM : Outperform Start Price: $10.36 KLIC Score: -0.58

The valuation is just comical. Market cap of $300M when you subtract out cash, no debt and P/FCF of 4 (closer to 1.5 when you subtract out cash), P/E of 5 (2 when you subtract out cash) and reasonable P/B and P/TB. Very cyclical, but poised to weather any storm. Potential growth with increasing smartphone competition and LED market expansion (CFL's have mercury, LED's last 20 years, so market will shift).

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