Taiwan Semiconductor Manufacturing Co. Ltd. (ADR (TSM)

sandvig (99.28) Submitted: 5/18/07 9:13 AM : Start Price: $10.26 TSM Score: 19.71

Summam scrutemur - Let's look at the bottom line.

Their annual revenue is 9.10B and they generate 5.81B in operating cash. It reflects their high margins and no debt. Their market share is expanding. TI just announced that they are sending more work...

Report this Post Replies: 1 | Reply | Permalink

trueblue27609 (< 20) Submitted: 8/26/06 1:12 PM : Start Price: $8.55 TSM Score: 26.20

Very recently the Chinese Government permitted TSM to make a direct shipment to the Mainland of China, bypassing the previously existing 50 year prohibition of direct shipments. For the last 50 years, all products shipped from Taiwan first had to com...

Report this Post Replies: 0 | Reply | Permalink

TMFMileHigh (67.78) Submitted: 5/30/06 9:54 PM : Start Price: $9.00 TSM Score: 16.73

The world's largest chip foundry -- that is, it manufactures chips but doesn't deisgn them -- easily beat recent earnings estimates and is earning more from PC sales due to its proximity to Asian producers. It sports a market-crushing yield, a very l...

Report this Post Replies: 1 | Reply | Permalink

bob178 (62.89) Submitted: 8/19/06 8:01 AM : Start Price: $9.09 TSM Score: 18.48

provides half the chips produced in the world

Report this Post Replies: 1 | Reply | Permalink

ddberg (98.25) Submitted: 9/25/07 11:20 AM : Start Price: $10.12 TSM Score: 20.82

Dominant world player in a business where the big get rich and the small disappear. Its margins are literally thousands of basis points higher than the nearest competitor. Very good at staying at the head of the line on high-end (i.e., high margin)...

Report this Post Replies: 0 | Reply | Permalink

br966 (< 20) Submitted: 8/31/06 3:03 PM : Start Price: $8.86 TSM Score: 22.55

tech is gaining speed, low P/E, good dividend, not much down side exposure at 9 dollars

Report this Post Replies: 0 | Reply | Permalink

rnorthrip (< 20) Submitted: 9/01/06 4:16 AM : Start Price: $8.99 TSM Score: 20.75

Good dividend. Not expensive.

Report this Post Replies: 1 | Reply | Permalink

chouhung (99.59) Submitted: 6/19/07 6:40 PM : Start Price: $10.90 TSM Score: 13.99

PEG < 1 is certainly compelling, with price near 5 year high and P/E at historical low of 16, forward P/E of 13.9, 3.3% div. With Taiwan presidential election in 1.5 years and steady money outflow, it looks like funds have been exiting and waiting on...

Report this Post Replies: 1 | Reply | Permalink

dbbfool63 (79.55) Submitted: 1/19/07 4:28 PM : Start Price: $10.79 TSM Score: 8.29

TSM has been around to long & built many relations in the right areas to go anywhere but up in this tech boom ahead. I also think they are very innovative because they continue to prove it through sales and profits.

Report this Post Replies: 0 | Reply | Permalink

Stoobz (< 20) Submitted: 9/19/06 4:13 PM : Start Price: $9.35 TSM Score: 16.58

Quarterly Earnings Surprises Estimate Actual Surprise(%)
Quarter Ending 06/2006 0.20 0.20 0.00%
Quarter Ending 03/2006 0.17 0.19 14.24%
Quarter Ending 12/2005 0.18 0.20 13.28%
Quarter Ending 09/2005 0.14 0.15 4.00%
Quarter Ending 06/2005 0.11 0...

Report this Post Replies: 0 | Reply | Permalink