Integrated Silicon Solution, Inc. (NASDAQ:ISSI)

CAPS Rating: 4 out of 5

The Company is a fabless semiconductor company that designs and markets performance integrated circuits for the digital consumer electronics, networking, mobile communications and automotive electronics.

Results 1 - 15 of 15

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Member Avatar line70day (46.12) Submitted: 4/24/2012 11:03:26 AM : Outperform Start Price: $10.55 ISSI Score: -4.69

good cash flow
no debt
makes products for memory specalization

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Member Avatar jmt587 (99.85) Submitted: 9/22/2011 2:03:38 PM : Outperform Start Price: $7.72 ISSI Score: +7.00

Long Term outperform.

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Member Avatar Clint35 (60.96) Submitted: 3/30/2011 8:00:57 PM : Outperform Start Price: $9.36 ISSI Score: +3.48

Small cheap and under-followed. These are a few of my favorite things.

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Member Avatar 21popsontop (< 20) Submitted: 11/23/2010 3:23:15 PM : Outperform Start Price: $7.36 ISSI Score: +19.52

Interesting

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Member Avatar ptaussig (23.52) Submitted: 11/22/2010 6:15:10 PM : Outperform Start Price: $7.28 ISSI Score: +13.65

Fabless semi co. with most of sales in high quality specialty memory products. Microcap under $200mm valuation with 26mm shares trading at ~2.1x net cash of $3.51/share, ~1.2x tangible book, .3x sales adjusted for cash, and generating modest operating FCF. Only two well-known firms covering it. Making inroads into global automotive markets. Spun off money-losing and cash-eating unit that accounted for ~8% of sales. Breakeven quarterly revenues run rate slashed to ~$40mm. Inventory turns rising and A/R days declining. Decent margin upside. Currently depressed due to investor concerns regarding DRAM and semi space sales momentum.

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Member Avatar danalexky (< 20) Submitted: 11/20/2010 9:05:25 AM : Outperform Start Price: $7.28 ISSI Score: +13.65

P/E is golden at 4.7. EPS of 1.56; I think this is a miss by the market and its very underpriced. Picking it up since its on sale. Projected growth of 10%. To get up to P/E of 10 means double in price at least, and I think its headed there.

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Member Avatar MarketMage (< 20) Submitted: 11/11/2010 3:45:09 PM : Outperform Start Price: $7.41 ISSI Score: +21.54

target $10+

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Member Avatar OrangeCrema (50.54) Submitted: 10/27/2010 9:07:30 PM : Outperform Start Price: $8.16 ISSI Score: +7.31

Thanks to the earnings miss, they should open lower. Still banking on an estimated 2011 EPS around $1.50

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Member Avatar mrindependent (34.35) Submitted: 10/12/2010 7:18:24 PM : Outperform Start Price: $9.26 ISSI Score: -8.06

Integrated Silicon Solutions was selected from a value screen I use that looks for low forward p/e's, high ROEs, low price book and reasonable price trends. The screen typically outperforms by a wide margin and does best in up markets. ISSI happens to be a highly solvent, cash rich tech company that is experiencing positive earnings trends.

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Member Avatar farfetched1 (< 20) Submitted: 9/28/2010 5:07:33 PM : Outperform Start Price: $8.62 ISSI Score: -3.54

They are running on all cylinders...

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Member Avatar TSIF (99.95) Submitted: 5/25/2010 6:00:06 PM : Outperform Start Price: $8.86 ISSI Score: -13.09

Integrated Silicon Solutions, Inc, looks promising to me at the sub $9 entry price. Fabless semiconductor companies, especially in consumer products are starting to see a decent rebound. Integerated Silicon Solutions gaved back 30% in the last month from this market correction. Seems it took more than it's share considering that it was showing stability and growth. No debt. $3 per share in cash. I'm in at a discount to some top fools that I follow. Total Revenue has increased sharply, and steadily the last four quarters, taking Integrated Silicon Solutions from a quarterly loss to two strong quarterly wins, with more upside predicted. Nice mix of large investors and 18% insider ownership. Cash flow solid. Inventory cut in half yoy. While Integrated Silicon Solutions has been pushing new 5 year highs, a few more quarters of increased growth and this company should be well positioned to reward patient investors.

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Member Avatar capcash3523 (< 20) Submitted: 5/3/2008 7:23:01 PM : Underperform Start Price: $6.01 ISSI Score: -63.44

doesn't stand out from competition

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Member Avatar NeroSagetrade (91.74) Submitted: 9/26/2007 2:12:49 AM : Outperform Start Price: $6.32 ISSI Score: +61.79

Intergrated Silicon Solutions has always been a cash cow but I cant believe how long its taken for them to live up to earnings expectations. I feel with their business becoming so commoditized that they've not differentiated themselves from the competition enough. Give the company some time to change direction and maintain strong profitability and build on that sweet basing long-term chart and I think we could see double digits yet again!

Nero

Sagetrade

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Member Avatar gianares5 (< 20) Submitted: 7/27/2007 8:06:30 AM : Outperform Start Price: $6.80 ISSI Score: +48.09

issi is worth about $5.50 on paper and is trading just over $6.00. Its a safe bet and it should be taking of soon, especially after its grat earnings report just came out.

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Member Avatar FoolishLav (< 20) Submitted: 7/11/2007 3:42:58 PM : Underperform Start Price: $6.91 ISSI Score: -47.94

I've watched this one as a possible China play, but poor execution and focus on managements part

Results 1 - 15 of 15

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