Koninklijke Philips Electronics NV (ADR) (NYSE:PHG)

r00d (45.58) Submitted: 2/6/2007 4:30:14 PM : Start Price: $31.46 PHG Score: -39.90

- underrated stock; lots of hidden value

rajadhyaksha (37.05) Submitted: 1/30/2007 4:52:09 PM : Start Price: $31.61 PHG Score: -41.87

Philips has long been a great electronics manufacturer and is making a lot of headway into the consumer electronics these days with affordable stuff...They also invest heavily in pharma technology in the background and have a huge R&D section...Will continue to provide innovative and affordable products ...

NetscribeInterna (51.03) Submitted: 1/24/2007 1:18:48 AM : Start Price: $31.49 PHG Score: -41.42

Philips Electronics can trace it roots back in early 1890’s as Philips and Co. It is now a global electronics company with activities in the domains of healthcare, lifestyle, and technology. The company operates in five diversified segments i.e. Medical Systems; Domestic Appliances and Personal Care; Consumer Electronics; Lighting; and Other Activities. The Consumer Electronics segment offers a wide range of products ranging from conventional television to the latest home theater system, and is a major contributor, generating around 30% of the over all inflows. Medical Systems segment that provides various imaging systems for X-ray and MRI scans, has now become an important driving factor for the company, and garners significant contribution.

Philips has been in a transforming phase, trying to focus on core activities and high margin segments. The current performance is showing a dent in revenues due to the sale of the semi-conductor division and chip unit. However all the restructuring is starting to make a positive impact on the margins and the profits. The rising performance of the segments like Medical Systems and high order book is also proving positive.

The Dutch major in 2007, looks in a good state to reap the benefits. The transformed balance sheet with hiving-off of non-profitable activities could do well in making the inflows less volatile. The added concentration on high margin products like flat television will have a positive impact in the margins as well. Further, the highest dividend payout of 36 percent and reduced tax rate also augers well for its shareholders. Adding to it, the set launch of various technologies like Philips' Digitally Enhanced Cordless Telecommunication and its acquisition of Intermagnetics the provider of high-field superconducting magnets used in MRI, garners company’s credentials in the long term prospective, making Philips a good investment with solid fundamentals.

riskygod (< 20) Submitted: 1/23/2007 1:08:16 PM : Start Price: $31.26 PHG Score: +41.01

they will exit consumer elec = if cannot meet min%roi in this section then why have it=$$sell but re-focus is??????? sommmmmmmmmm

volumewatcher (44.27) Submitted: 1/9/2007 7:57:34 PM : Start Price: $29.81 PHG Score: -39.89

Great management and balance sheet. Diversifying into medical equipment will boost margins.

pirates4hire (< 20) Submitted: 12/18/2006 1:28:34 PM : Start Price: $29.79 PHG Score: -38.45

lumileds jv will pay off big

tiltem (80.63) Submitted: 12/6/2006 1:11:22 PM : Start Price: $30.09 PHG Score: -39.49

LED lights are going to bring huge boost once perfected.

nwicke (< 20) Submitted: 11/24/2006 10:10:34 AM : Start Price: $30.62 PHG Score: -42.04

More health care and less semiconductor means smoother and higher earnings.

WCRonaldinho (85.85) Submitted: 11/11/2006 4:11:37 PM : Start Price: $29.63 PHG Score: -41.25

Consumer Electronics. Holiday Season. Good P/E for an industry leader.

GripColt (94.35) Submitted: 10/11/2006 11:07:54 PM : Start Price: $28.80 PHG Score: -41.51

Quietly the leader in its industry. I work in TV and know this is the top name. Always on the cutting edge of the next technology, nice dividend.

DocPhoton (82.92) Submitted: 10/6/2006 6:58:15 PM : Start Price: $28.47 PHG Score: -41.30

Owns Lumileds. Solid state lighting is our future, and this is the only serious company left in the game. Huge lead. Other products are winners as well.

lowstudent (31.00) Submitted: 9/29/2006 6:28:25 PM : Start Price: $28.74 PHG Score: -42.80

Recently finished a mulit-year reorg internally. Pared off semi-conducor buisness which will allow historically strong R&D to go into core buisnesses. Addition of multipe medical buisnesses puts company in an interesting position. Strength in specialized lighting gives a decent revenue boost. Core competencies strong, some commodities but largely in higher niches of those markets