Diodes, Inc. (DIOD)

Diodes are always in demand. Company performing well and bouncing back with demand.

DIOD has slowed growth recently, but who hasn't? My wager is that they'll bounce out of the recession with increasing competitive advantages with new product lines.

May be a bit early, but this tech has significant revenue declines and above average debt for sector. Short term technical trade.

I understand the decline in the stock price, but the magnitude of that decline is, I believe, excessive. I bet things will right them selves in the coming year or so.

High volume movement, taking a short ride long

Diodes Incorporated to Acquire Zetex plc Creating Global Discrete and Analog Semiconductor Leader
All-Cash Transaction Valued at $176 Million for Zetex's $127

Million in Revenue and Approximately $31 Million of Cash Equivalents

DIOD is not the most explosive growth story but is a solid performer trading at a P/E of 16, which is more or less its near-term growth rate. However, this stock hardly ever trades at such low values, it usually trades at a premium to its growth rate, see bigcharts.com. It’s expected rate of growth in the long run is 18.75%. The stock has been punished severely in the recent downturn, I expect it to return to its normal valuation in the short term. EPS growth will have to come from sales growth as gross margins and operating margins have actually been decreasing in the last 2 years, which is a point of concern. Come to think of it, maybe that’s why the stock is >35% off of its 52-week high. Consider selling if the stock passes $30, and watch out for those margins.

Let's just see what happens

A bargain basement price on a company with a worldwide market.

Five year growth rate is 18.25 percent.

10

Stable price channel also very bullish in the MACD and slow Stochastics above 5 day avg there and above 9 day moving avg on MACD Price is stable now. however DIOD's recent volatility has been greater than normal. small rolling event possible look for one retraction only.

The company has good management. The management is conservative and transparent with their financial reporting. The management compensation is modest compared to the value they have created for the shareholders in the past years. DIODES' has good product mix across numerous niche markets. Its products spread out to many clients. Their current premium valuation is valid due to their continuing growth in revenues and ability to keep a healthy profitability margin. This stock deserves a permanent spot in your porfolio if you are an investor that requires growth and profitabilty in a company.

Great entry point as the stock is breaking out to new all time highs after building a good base for several months. Expect this stock to hit $38 by the end of the year.

Great company, with a diverse market for its products, far outperforming its competitors. 5 yr annual revenue growth: 29%. 2006 revenue up 60%, net income up 44%. 2007Q1 net income up 39%. Great long term investment.

I read interview with the CEO and was impressed, in addition I think they have a good niche in the electronic "chip" market.

This has been an amazing stock and continues to bring it home on all fronts ever since the bubble burst of 2001. The only skeleton in the closet is Taiwan's unpredictable, big, red brother to the north who doesn't seem too keen on capitalism, freedom or their rebel Taiwanese province. Free Taiwan.

Semis are breaking out on the SMH etf price which I consider bullish for the sector. Upward trend established around the 4/3/07 low on the candlestick. On 4/18 the 50-day began to point upwards (barely) and catching up to a flat 200MA.

If you are longterm, the current P/E of just over 21 as of 4/27 is fairly low in a historic sense.

Aggresive sales growth will win out on a no-fab operation.