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 Treborn822 (85.43) Submitted: 4/11/2014 9:55:42 AM : Outperform Start Price: $29.24 OLED Score: -1.66

Oled sales pickup

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Member Avatar 401ktimer1 (49.92) Submitted: 4/3/2014 4:50:17 PM : Outperform Start Price: $31.22 OLED Score: -4.14

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

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Member Avatar line70day (21.36) Submitted: 4/1/2014 11:12:53 AM : Outperform Start Price: $32.57 OLED Score: -9.04

OLEO panels designed exclusively for smart phone, tables&TV's offers a wide garmut of colors & contract range. Market research firm estimates that OLED panels will be equipped in 40% of smartphones shipped in 2018 an increase from 0.2% in 2013 . Between 2013 - 2013 reasurch firm expects the market to grow six-fold . OLED manufactures can deliver exceptional returns over exceptional returns over the coming yeas

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Member Avatar Winnerfrommidlan (52.66) Submitted: 3/27/2014 11:51:31 AM : Outperform Start Price: $31.83 OLED Score: -8.83

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 simplemts (< 20) Submitted: 3/26/2014 5:49:52 PM : Underperform Start Price: $32.25 OLED Score: +9.73

Short-term red, long-term green.

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Member Avatar TMFTycoon (< 20) Submitted: 3/20/2014 4:12:39 PM : Outperform Start Price: $34.68 OLED Score: -14.52

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: -13.74

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

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Member Avatar bizcbug7 (75.46) Submitted: 2/18/2014 1:53:31 PM : Outperform Start Price: $34.12 OLED Score: -14.99

Growth and margin metrics excellent. No debt.

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Member Avatar tomfoolme (< 20) Submitted: 2/9/2014 3:45:57 AM : Outperform Start Price: $31.70 OLED Score: -10.99

organic light emitting diode
no div - 1 year EPS 209%
Total Debt / Equity   0.00
Price Earnings   65.80
Price/Sales   11.41
Price/Book   3.91
Price/Cash Flow   50.80

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Member Avatar mfoolid (68.63) Submitted: 1/23/2014 2:01:37 PM : Outperform Start Price: $32.07 OLED Score: -10.75

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: -14.33

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: -13.20

All of the R&D is finally paying off!

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Member Avatar CosmicConundrum (45.11) Submitted: 1/19/2014 2:13:54 AM : Outperform Start Price: $33.65 OLED Score: -13.54

flat screens are the present and the immediate future

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Member Avatar RichardRLJ (41.45) Submitted: 1/17/2014 6:28:06 PM : Outperform Start Price: $33.65 OLED Score: -13.54

Great growth, no debt, great margins!

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Member Avatar Hopel3ss (80.24) Submitted: 1/3/2014 4:19:44 PM : Outperform Start Price: $34.16 OLED Score: -15.53

Low Debt and growing industry. With growth of wearable devices and smart phones, Universal Display should benefit.

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Member Avatar jasenj1 (34.40) Submitted: 12/31/2013 7:37:33 PM : Outperform Start Price: $34.35 OLED Score: -15.72

http://www.fool.com/investing/general/2013/12/21/9-top-stocks-to-buy-in-2014.aspx

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Member Avatar sjflorczyk (96.24) Submitted: 12/14/2013 7:52:57 PM : Outperform Start Price: $32.50 OLED Score: -13.70

Good write up on the stock here: http://investorplace.com/2013/12/5-best-stocks-20-years/view-all/#.Uqx0_2RDv8p

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Member Avatar winston47 (< 20) Submitted: 11/15/2013 2:14:17 PM : Outperform Start Price: $32.60 OLED Score: -13.39

Future of TV screens and mobile phones. Challenges Patent in EU should be resolved this year

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Member Avatar clgraham0459 (< 20) Submitted: 11/13/2013 3:41:17 PM : Outperform Start Price: $36.92 OLED Score: -24.63

Bought this in my personal portfolio in April. Added in July. Great technology story with the best yet to come. Up about 28% on the total investment and holding tight. Haven't been here to Fool in a while but the update MUST include adding OLED to my picks.

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Member Avatar Charlotte49er (82.67) Submitted: 11/5/2013 7:57:14 AM : Outperform Start Price: $30.70 OLED Score: -10.07

OLED TV's are the future. This company is the leader in the organic light emitting diode market.

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