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

CAPS Rating: 4 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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Member Avatar Staka (97.24) Submitted: 12/20/2015 5:46:02 AM : Outperform Start Price: $11.72 KLIC Score: +4.64

Positive:
- Close to book value
- No debt, $7 cash/share ($11.50 stock price!)
- Dominant market share in wire bonding equipment
- Significant growth potential in the advanced packaging market (thermo-compression products)

Negative:
- Cyclical stock
- Fear that the Company's core business is in secular decline (unfounded and not visible in the numbers)

Category: R13BRp

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Member Avatar elcid24 (41.09) Submitted: 10/20/2014 10:59:09 AM : Outperform Start Price: $12.85 KLIC Score: -10.00

I don't know much about what the company does. But, this is more of a Ben Graham or Walter Schloss pick.

Current Assets: $830MM ($600MM is cash)
TOTAL Liabilities: $180MM

Annual Cash Flows (past 4 years): $86MM, $200M, $183MM, $95MM
TTM Cash Flow: $110MM

Market Cap: $985MM

The Cash Flow Yield on Enterprise Value is around 30%.

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Member Avatar 2win (< 20) Submitted: 6/6/2014 8:34:30 AM : Outperform Start Price: $14.71 KLIC Score: -18.41

No debt. Held by Amvona Fund.
http://seekingalpha.com/news/1784993-kulicke-and-soffa-higher-on-bullish-b-riley-note?app=1&uprof=32

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Member Avatar jrbarreales (36.66) Submitted: 6/30/2013 10:10:22 PM : Outperform Start Price: $11.62 KLIC Score: -13.90

This company has $5.5 per share excess cash on its balance sheet. At the $2 EPS obtained in past years, this is a P/E of 3x. Even considering substantial decline in demand and $1 EPS, it would be a P/E of 6x.

The company does not spend a significant amount on R&D and its production model is largely based on variable costs, minimizing risk in case of downturn.

Current valuation is a solid floor and it could easily double in price if demand came at the levels of past years. Even if that happened in 3 years from now, it would be a great investment today at this price.

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Member Avatar ptaussig (25.08) Submitted: 5/29/2013 3:24:00 PM : Outperform Start Price: $12.08 KLIC Score: -20.28

2x net cash, pos cf, 8x 2013E. ox

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Member Avatar VincentChua (34.13) Submitted: 3/9/2013 12:56:14 AM : Outperform Start Price: $11.17 KLIC Score: -18.23

Gd cash position

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Member Avatar CMFSoloFool (65.67) Submitted: 1/10/2013 4:06:57 PM : Outperform Start Price: $12.35 KLIC Score: -34.87

I just don't get why KLIC is so cheap. The fundamentals are very compelling; P/E 5.75, PEG 0.38, P/S 1.16, P/C 2.08, P/FCF 5.22, Zero Debt, 5-yr EPS 51%, 5-YR Sales 16.38%, Sales Q/Q 49%, while they are maintaining a gross margin of 46.5%. And despite these numbers they are currently trading at $12.30, but last July they were at $8.

For such a healthy and fundamentally strong company, especially in this tech recession these guys look like a great value, and hopefully not a value trap.

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Member Avatar orangeandblue4 (56.78) Submitted: 11/2/2012 4:10:11 AM : Outperform Start Price: $10.56 KLIC Score: -22.10

This stock is very cheap.

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Member Avatar stpatrick31782 (< 20) Submitted: 12/12/2011 1:23:58 PM : Outperform Start Price: $9.07 KLIC Score: -25.66

PEG, P/FCF, analyst, EPS next 5 years.

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Member Avatar MAURY56 (35.82) Submitted: 8/20/2011 1:33:35 PM : Outperform Start Price: $8.08 KLIC Score: -21.11

??? Copper is cheaper than gold in manufacturing.

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Member Avatar mrindependent (38.58) Submitted: 7/19/2011 5:50:30 PM : Outperform Start Price: $10.10 KLIC Score: -27.58

value screen

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Member Avatar eesirrius (< 20) Submitted: 7/14/2011 3:04:23 PM : Outperform Start Price: $9.62 KLIC Score: -24.32

MFI simulation

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Member Avatar TMFRisingStars (24.38) Submitted: 6/28/2011 10:31:06 AM : Outperform Start Price: $10.78 KLIC Score: -39.17

Here's the buy rec:
http://www.fool.com/investing/general/2011/06/24/rising-star-buy-kulicke-soffa.aspx

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Member Avatar pbk100 (30.80) Submitted: 6/6/2011 10:35:28 PM : Outperform Start Price: $11.20 KLIC Score: -42.41

Magic formula plus lots of insider purchases.

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Member Avatar ztur2218 (< 20) Submitted: 4/12/2011 9:48:51 AM : Outperform Start Price: $8.43 KLIC Score: -6.56

good stock

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Member Avatar magicseeker (42.94) Submitted: 1/4/2011 1:37:42 PM : Outperform Start Price: $7.28 KLIC Score: +9.25

MFI top 50. US comparative advantage: semiconductors

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Member Avatar magicdart (< 20) Submitted: 12/18/2010 12:48:27 PM : Outperform Start Price: $7.45 KLIC Score: +3.30

Exposure to LED industry
Current point in earnings cycle

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Member Avatar sandeeparoras (71.08) Submitted: 12/9/2010 5:34:07 AM : Outperform Start Price: $7.51 KLIC Score: +1.97

Technical Indicator BOTUP

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Member Avatar trysson (< 20) Submitted: 11/6/2010 10:42:49 AM : Outperform Start Price: $6.61 KLIC Score: +20.05

KLIC will continue to outperform over the next several weeks, but will tend to come in line with SPY as the new congress warms up the market. I do hold KLIC in my IRA.

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Member Avatar Zatopek903MoT (49.44) Submitted: 10/14/2010 2:56:58 PM : Underperform Start Price: $5.83 KLIC Score: -35.91

Company has too many competitors and is having tough time in this economy. Money can be used better elsewhere.

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