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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Member Avatar elcid24 (84.04) Submitted: 10/20/2014 10:59:09 AM : Outperform Start Price: $12.85 KLIC Score: +3.50

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: -7.64

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 TMFDeej (99.24) Submitted: 3/22/2014 11:06:51 AM : Outperform Start Price: $12.70 KLIC Score: +3.43

I found this one in the same Beet Jansen Seeking Alpha article. I like what I read, but I don't know much about the company's business yet and whether it is deteriorating. It will be interesting to follow here in CAPS.

"Kulicke and Soffa Industries (KLIC) produces equipment and tools for use in the semiconductor industry. The company is the market share leader in the wire bond, wedge bond, stud bump and capillary markets.

The company has one of most cash rich balance sheets I have encountered recently. Kulicke and Soffa has some $550mm in net cash currently. This equates to almost an unheard of 60% of its overall market capitalization.

Revenue should slightly decline this fiscal year (ending in September) but should gain in the mid-teens in FY2015. Taking out cash and KLIC is going for under 8x trailing earnings."

Deej

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Member Avatar TheValueDude (27.46) Submitted: 12/31/2013 1:15:11 PM : Outperform Start Price: $13.28 KLIC Score: -3.08

Too cheap

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Member Avatar DrGoldin (99.70) Submitted: 12/20/2013 12:18:08 PM : Outperform Start Price: $12.36 KLIC Score: -24.66

It LOOKS like it's in a long-term uptrend. It LOOKS cheap. The balance sheet LOOKS strong (though one analyst points out that the accounts-receivable days-out is increasing alarmingly). But I've been wrong about KLIC over and over. Fortunately, I've never put any real money into it, though now I'm starting to consider it.

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Member Avatar cfsanabria (< 20) Submitted: 7/2/2013 1:26:12 PM : Outperform Start Price: $10.99 KLIC Score: +3.27

As the global economy slowly climbs out of its recession, the semiconductor capital industry will follow, driven by rising demand for consumer electronics (most notably Smartphones). K&S will outperform due to its strong balance sheet, regular cost-cutting, and industry leadership.

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Member Avatar jrbarreales (60.68) Submitted: 6/30/2013 10:10:22 PM : Outperform Start Price: $11.62 KLIC Score: +0.72

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 (37.28) Submitted: 5/29/2013 3:24:00 PM : Outperform Start Price: $12.08 KLIC Score: -6.94

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

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Member Avatar VincentChua (54.22) Submitted: 3/9/2013 12:56:14 AM : Outperform Start Price: $11.17 KLIC Score: -3.42

Gd cash position

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Member Avatar FoolSolo (70.19) Submitted: 1/10/2013 4:06:57 PM : Outperform Start Price: $12.35 KLIC Score: -23.41

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 (62.47) Submitted: 11/2/2012 4:10:11 AM : Outperform Start Price: $10.56 KLIC Score: -6.73

This stock is very cheap.

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Member Avatar csqrd (< 20) Submitted: 10/20/2012 6:55:43 PM : Outperform Start Price: $9.59 KLIC Score: +6.87

Tooling and equipment makes electronic assembly more cost effective. Cheap at the moment due to global slow down. Good financial strength, well run with staying power. 12.5% return on assets, 24% cash conversion from sales, and no debt. Although sales volume has taken a hit, they will be here with strength to take advantage of the rebound.

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Member Avatar stpatrick31782 (< 20) Submitted: 12/12/2011 1:23:58 PM : Outperform Start Price: $9.07 KLIC Score: -7.77

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

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Member Avatar MAURY56 (< 20) Submitted: 8/20/2011 1:33:35 PM : Outperform Start Price: $8.08 KLIC Score: -0.20

??? Copper is cheaper than gold in manufacturing.

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Member Avatar mrindependent (36.12) Submitted: 7/19/2011 5:50:30 PM : Outperform Start Price: $10.10 KLIC Score: -11.98

value screen

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Member Avatar eesirrius (22.38) Submitted: 7/14/2011 3:04:23 PM : Outperform Start Price: $9.62 KLIC Score: -7.46

MFI simulation

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Member Avatar TMFRisingStars (23.50) Submitted: 6/28/2011 10:31:06 AM : Outperform Start Price: $10.78 KLIC Score: -25.97

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 (29.83) Submitted: 6/6/2011 10:35:28 PM : Outperform Start Price: $11.20 KLIC Score: -30.19

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: +14.92

good stock

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Member Avatar magicseeker (62.30) Submitted: 1/4/2011 1:37:42 PM : Outperform Start Price: $7.28 KLIC Score: +35.92

MFI top 50. US comparative advantage: semiconductors

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