Nam Tai Electronics, Inc. (NYSE:NTE)

pray

a bet on the ipad to continue being the tablet of choice.

A profitable supplier to Apple for ipad and iphone. Production is expanding rapidly. Little debt, dividend which is about to increase
and little competition for now.

Recently Pumped by Tim Sykes

Bevo

Seemed to be turning a corner, but recent Japan earthquake has triggered big share price weakness of late. Good entry point for a cash-rich, debt-free, shareholder-friendly, dividend-paying company. What's not to like?

Here's the buy rec:

http://www.fool.com/investing/international/2011/03/09/rising-star-buy-nam-tai-electronics.aspx?source=ihpsitota0000001&lidx=8

Management is seriously flawed:

Koo Founder and key management continuity - looks like everyone else churns.

Koo Giving himself (he is board Chairman) $1.2 million (incl apartment) a year to be CFO + perks (including golf course membership - what companies are still giving these type of perks)regardless of company performance and well above comparable CFOs - is this a company belt tightening?

Moves AGM were fun/convenient for him - 2009 to Vancouver Canada, know of any other NYSE company that has their AGM here(Koo's previous and maybe current residence), 2010 California - were he buys Napa wine (do you believe this guy paid $200k for a 6L bottle of screaming eagle). Is the AGM not for the benefit of investors and should be held were best for them?

Has Fun launching law suits and exercising his law degree thru Nam Tai(suing BofChina, UBS, PW, SSA, even previous employees).

Described as smart and huge Rolodex by some scary crazy senile by others.

What a portrait - we are relying on this guy to turn this company around!

Good business.

Hunkered down for now, but ready to ramp up again with recovery

Lovin' the cash and low debt, but wary about the declining sales. Hoping the global economic recovery will reward NTE handsomely, although sluggish sales seemed to have begun prior to the global slowdown. And what's up with the divy? Where'd it go? Coming back?

NTE has a 2.5 cash to liabilities ratio (with ~$5.25 cash per share)
No Long Term Debt.

The price will likely sputter for a while, but I expect a significant increase within 2 years

Has more cash per share than its price, so its a bargain. Yield is really high. P/E low. Might not have greatest time in current economy, but very undervalued.

LT Buy

undervalued 3x

Great proven Company with solid fundamentals, just waiting for demand to turn around. This may take 4-8 months but when it does and the dividend is reinstated this will be winner

This Company will benefit from the improving economy

even though they announced earlier this year that they do not intend on declaring a dividend in 2009, they are still a sound company financially with lots of cash on hand.

Trading below cash, profitable 78 out of last 80 quarters. True, the cell phone market is slowing down, but there is still plenty of room for growth here. Plus, at these prices we don't need much.