Universal Display Corp (NASDAQ:OLED)

CAPS Rating: 4 out of 5

Universal Display researches, develops, and sells organic light emitting diode (OLED) technologies and materials for the flat-panel display industry.

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Member Avatar learnedall (61.64) Submitted: 7/19/2014 10:46:16 PM : Outperform Start Price: $30.22 OLED Score: +2.92

We are finally at the beginning of the OLED product cycle. OLED is a superior display (and possibly lighting in future) technology that will become much more common within the next few years. Continued adoption in mobile and tablets, TVs, wearables, and lighting. Universal Display is the leader among OLED developers and is positioned with a strong balance sheet and zero debt.

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Member Avatar Elkhorn (43.70) Submitted: 7/19/2014 8:15:00 PM : Outperform Start Price: $30.22 OLED Score: +2.92

Wearables

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Member Avatar jonnythekay (20.07) Submitted: 7/14/2014 3:46:41 PM : Outperform Start Price: $31.03 OLED Score: +0.52

poised to blow up

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Member Avatar Jaeger (26.78) Submitted: 7/2/2014 11:09:19 AM : Outperform Start Price: $32.16 OLED Score: -3.10

The technology is being accepted and used and I believe this company will have years of long growth .

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Member Avatar coldwaterak (< 20) Submitted: 6/29/2014 7:08:50 PM : Outperform Start Price: $31.54 OLED Score: -1.98

Flexible screens, what more is there to say?

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Member Avatar brewsterfl1 (< 20) Submitted: 6/27/2014 12:41:21 PM : Outperform Start Price: $31.05 OLED Score: -0.68

this is a long term growth story with a big patent / application moat. It is a four bagger from here over the next 2 years.

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Member Avatar ROIPRO (< 20) Submitted: 6/20/2014 12:26:04 AM : Outperform Start Price: $30.43 OLED Score: +1.70

While recently cracking into profitability last year, Universal Display Corp. has moved into the "major growth" stage of their business model as many analysts of the stock report. As TV but primarily mobile, tablet, phablet & the other new product catagories such as "wearables" are set to explode later this year as Apple introduces their iWatch to the public for the first time... Universal Display Corp. has set itself up to be one of the leaders in the OLED industry both in the product & research and development spaces of this technology sector. The company generated an impressive $45 million of cash flow from operations in 2013 + completed the year with $273 million in cash and short-term investments... Pretty amazing when you consider that just a year ago they had little to no profit to show. As noted during the 2014 shareholder meeting in Philadelphia,PA; Universal Display Corp. is focused on the R&D side of the OLED industry; always looking for the next "big" idea that companies will need to apply or adapt to keep consumers happy. The leveraging from their R&D efforts from the past 17+ years shows with over 3000+ patents/patents pending. Another great piece of news brought up at today's meeting was their effort to partner with PPG in building a world class OLED production facility in Ohio. Universal Display Corp. is a stock to not only watch over the next few years but to buy during the current "dip", trading a fair bit below "fair" value. Target on the stock is currently at $38.00, but could easily top 50 by the years end if all holds true with reports, predictions, and estimates.

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Member Avatar pablokani (< 20) Submitted: 6/10/2014 4:01:10 PM : Outperform Start Price: $28.60 OLED Score: +7.49

New displays technologies

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Member Avatar MNDLBRT (45.75) Submitted: 5/12/2014 1:43:03 PM : Outperform Start Price: $26.98 OLED Score: +11.11

The OLED dispays can be used in flexible screens, in high definition screen & for household / industrial lighting. OLED is a technology leader, has PPG as a key supplier and LG, Samsung & Phillips among many customers. These LED's can be made much more efficient than standard lights, and nearly as efficient as standard LED's. They can be utilized in many innovative was due to the flexibility of the screens & "softness" of the light. The market is in its infancy & will grow 10x to 100x.

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Member Avatar jtallenmd (99.59) Submitted: 5/3/2014 6:32:54 AM : Outperform Start Price: $26.03 OLED Score: +13.92

Estimated intrinsic value of $45.

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Member Avatar Treborn822 (91.64) Submitted: 4/11/2014 9:55:42 AM : Outperform Start Price: $29.24 OLED Score: -1.56

Oled sales pickup

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Member Avatar 401ktimer1 (43.88) Submitted: 4/3/2014 4:50:17 PM : Outperform Start Price: $31.22 OLED Score: -4.13

OLED products should see continued growth. Stock is at the lower end of its recent range.

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Member Avatar Winnerfrommidlan (41.42) Submitted: 3/27/2014 11:51:31 AM : Outperform Start Price: $31.83 OLED Score: -8.99

Use of their organic phosphorescent material is growing fast in TV
screens and smart phones. Profitability is surging and Earnings should be up better than 50% in 2014.

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Member Avatar TMFTycoon (24.32) Submitted: 3/20/2014 4:12:39 PM : Outperform Start Price: $34.68 OLED Score: -14.89

Big growth is ahead for OLEDs, as evidenced by Universal Display's deals with LG, Samsung, and other partners.

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Member Avatar famousstocks (< 20) Submitted: 2/21/2014 1:46:10 PM : Outperform Start Price: $33.67 OLED Score: -14.08

If the patents hold, which was in question some times, then OLED will have a bright future

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Member Avatar mfoolid (69.30) Submitted: 1/23/2014 2:01:37 PM : Outperform Start Price: $32.07 OLED Score: -10.98

Big market growth potential

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Member Avatar TMFPencils (99.81) Submitted: 1/21/2014 10:43:36 PM : Outperform Start Price: $33.65 OLED Score: -14.69

Lots to like with Universal Display (OLED):

-- The company is a leading innovator in the field of organic light emitting diodes (OLED). In plain English, Universal Display develops and licenses "thin, lightweight and power-efficient solid-state devices that emit light." In even plainer English: the company develops the technology for flat panel displays on products such as smartphones and TVs.

-- With over 3000 final and pending patents, the company has a strong innovative edge in this field, most noticeably through its licensing deals with Samsung and LG. Universal Display is another classic example of an "enabling technology" business -- similar to InvenSense and Ambarella -- enabling businesses like Samsung and LG to continue to expand and improve their electronic product offerings.

-- The company's sales have expanded 793% since 2009 to $125.29 million. In the most recent quarter, revenue expanded 162.50% year-over-year. Universal Display's earnings have increased annually from -$20.51 million in 2009 to $21.55 million over the past four quarters. The profit margin is steadily increasing each year as well, most recently clocking in at a healthy 17.2%.

-- The company is now free cash flow positive. Operating cash flow production has annually increased over the past several years, coming in at $33.15 million over the past four quarters. In the first three quarters of 2013 the company produced $22.58 million in cash flow, outdoing the $17.75 million produced in the entirety of 2012.

-- $248.28 million in cash; no debt. That's the type of balance sheet I like to see.

-- Experienced, innovative, and involved management. According to Yahoo! Finance, insiders own 45% of all shares outstanding. CEO Steven Abramson, who has been with the company since 1996, owns the second largest number of shares (386,785) of all insiders; Ambramson was also awarded the Ernst & Young Entrepreneur Of The Year in 2013. Founder Sherwin Seligsohn remains on board as Chairman. CFO Sidney Rosenblatt has been with the company since 1995 and owns 267,574 shares. Chief Technological Officer Julia Brown joined the company in 1998 and owns 225,684 shares.

This is an experienced management team with a high level of insider ownership, and a proven knack for leading an innovative business that is now seeing incredible financial growth.

-- This is a $1.5 billion company trading at a P/E of 71. Considering: 1) the company's position as an innovative leader in OLED technology, 2) an experienced and involved management team, and 3) superb financial growth and cash flow production, I think the P/E of 71 is justified and will come down over time through continued earnings growth.

-- A cherry on top could be the announcement of the Apple iWatch, which will likely utilize LG technology (and, therefore, Universal Display's OLED technology). It is also rumored that Universal Display's technology will be utilized in Google Glass. I would not base an investment solely or largely on a hypothetical scenario, but it is likely Universal Display will continue to have a growing presence in the ever-bustling field of technology. Regardless of what company produces the next hot device -- whether it is Apple, Google, or someone else -- there is a good chance Universal Display's technology will be involved and the company will benefit.

All in all, I am glad to have found Universal Display. This company has a lot of pluses that I anticipate will lead to market-beating returns over the long run. Outperform.

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Member Avatar 4b796c65 (< 20) Submitted: 1/21/2014 3:34:52 PM : Outperform Start Price: $33.39 OLED Score: -13.51

All of the R&D is finally paying off!

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Member Avatar CosmicConundrum (43.94) Submitted: 1/19/2014 2:13:54 AM : Outperform Start Price: $33.65 OLED Score: -13.88

flat screens are the present and the immediate future

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Member Avatar RichardRLJ (50.74) Submitted: 1/17/2014 6:28:06 PM : Outperform Start Price: $33.65 OLED Score: -13.88

Great growth, no debt, great margins!

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