Orbotech Ltd. (ORBK)

SemiChamp (< 20) Submitted: 9/3/2009 6:12:20 PM : Start Price: $9.51 ORBK Score: -4.52

Strong products, great management in a cyclical recovery.

bigbonesmagoo (92.31) Submitted: 4/8/2009 9:33:09 PM : Start Price: $4.15 ORBK Score: +105.37

So Corning is WAY up because of demand in flat screens...guess who tests those screens to make sure they are without flaws....yup ORBK....

DistressedCaps (99.10) Submitted: 11/18/2008 8:34:10 PM : Start Price: $3.90 ORBK Score: +124.28

On 11/18/08, a 5 star stock that is down more than 60 % from its yearly high but recent momentum.

dominatorx (57.57) Submitted: 2/18/2008 12:36:12 PM : Start Price: $18.21 ORBK Score: -28.90

Company should benefit by increasing investments by Flat Panel Display Manufacturers. During the last 15 months the manufacturers were very measured in their capital expansion plans driven by fear of oversupplying the market. As a result capacity has been very tight and the market has been undersupplied. Many of these same manufacturers have recently announced intentions to increase manufacturing capacity to catch up with demand. ORBK has significant exposure to the FPD equipment manufacturing market and the stock should benefit from their customers plans to increase industry capacity.

CaptKrunch (< 20) Submitted: 1/2/2008 2:06:32 PM : Start Price: $25.43 ORBK Score: -43.82

2008 is going to be a better year for ORBK - FPD sales will improve overall as existing inventory's are depleted. The stock price is down because of high FPD industry inventory and declines in other Orbotech product sales. Still.... not going to be a big year, just better.

SanDieguito (< 20) Submitted: 11/5/2007 9:39:57 AM : Start Price: $17.62 ORBK Score: +20.10

down $4 to $16

alon2k5 (87.65) Submitted: 8/8/2007 6:04:10 PM : Start Price: $19.46 ORBK Score: -27.11

(Q2 2007) Orbotech posted net loss for the quarter which included 2 write-offs.
Orbotech expected lower revenues in the FPD market for 2007 but not as low, causing their shares to be very depressed.

However, Orbotech expects FPDs sales to pick up in 2008.
My thoughts? the shares are close to bottoming out. Next year (2008), with the Olympics in China the FPD market should heat up again!

My guess is Orbotech will eventually start moving up towards Q1-2008

Risks? Always, but I would not count the company being based in Israel as one of them.
I should know, It's my home.

cnj01 (65.10) Submitted: 6/14/2007 10:49:51 AM : Start Price: $21.90 ORBK Score: -30.37

Essential for the production of LCD circuitry which is growing as LCD television sales gain competitive edge.

JTShideler (96.37) Submitted: 5/2/2007 2:22:38 PM : Start Price: $23.01 ORBK Score: -34.02

Found based on Screen for repeated returns on equity, increasing margins, low debt, and lower Price to Earnings and Price to Cash Flow then competitors.

manchutiger (58.58) Submitted: 4/5/2007 12:10:09 PM : Start Price: $22.48 ORBK Score: -36.08

I have no idea why this stock is so beat up. Ok I do, Israel, but I'm making a rare technical call and noting that this stock is at the bottom of it's range. I should have recommended it at 21 recently, but I'm not attentive enough to my CAPS participation.

skc0001 (< 20) Submitted: 2/21/2007 4:03:05 AM : Start Price: $22.79 ORBK Score: -36.21

A Value Proposition

sailor175 (62.90) Submitted: 9/22/2006 10:08:04 PM : Start Price: $23.96 ORBK Score: -46.82

EPS growth in 2006 will be 34%.excellent cash flow improvment 14% and no debt.
LCD TV will boost and the co. will benefit. strong cost reduction taken in the past.
verything looks good for next 3 years.

ztur (45.99) Submitted: 9/22/2006 3:26:07 PM : Start Price: $23.80 ORBK Score: -46.83

greta company with excelent managment and stock with very strong balance sheet

Stoobz (< 20) Submitted: 9/19/2006 4:12:24 PM : Start Price: $23.79 ORBK Score: -46.25

Quarterly Earnings Surprises Estimate Actual Surprise(%)
Quarter Ending 06/2006 0.43 0.46 6.98%
Quarter Ending 03/2006 0.35 0.43 22.86%
Quarter Ending 12/2005 0.36 0.36 0.00%
Quarter Ending 09/2005 0.31 0.33 6.45%
Quarter Ending 06/2005 0.26 0.29 11.54%