Silicom Ltd. (NASDAQ:SILC)

CAPS Rating: 5 out of 5

The Company is engaged in the design, manufacture, marketing and support of connectivity solutions for computers.

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Member Avatar TMFInnovator (34.92) Submitted: 2/13/2014 12:23:25 PM : Outperform Start Price: $65.07 SILC Score: -16.95

Just what I love to see in a Rule Breaker.
- Huge market opportunities: Cloud computing, virtualization offloading, and software-defined networks are all waves of the future.
- Competitive advantage: Engineer-to-engineer sales model allows Silicom to work as a development partner with their OEM customers. This builds future long-term opportunities and also induces significant switching costs.
- Great management and capital allocation: Conservative with operating expenses and focusing on the most promising opportunities. Growing revenue at 38%/yr and earnings at 59%/yr for 5 years, yet still have $7.74/share of cash on the balance sheet and pay a dividend.
- Strong past-price appreciation: The stock is already up 170% during the past twelve months, and is already up over 40% this month.

All of that said, I still don't think the valuation reflects their opportunity.

- $0.94 of adjusted earnings during the quarter X 4 = $3.76 of forward EPS at the current run-rate.
- Sector average P/E of 21.6x for the peer group (which is probably conservative for a growth company like this).
- $7.74/share of cash on the balance sheet.
- ($3.76 *21.6) + $7.74 = $88.96

We're getting an innovator with a huge market opportunity for a 25% discount, even when using conservative assumptions.

Outperform.

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Member Avatar coachtom4 (75.53) Submitted: 10/23/2013 1:52:18 PM : Outperform Start Price: $35.66 SILC Score: +46.97

I started looking at this after David Gardner recommended it in CAPS. I am NOT an engineer or a techy so perhaps I shouldn't be investing in this, but I did last week and was fortunate to get the post earnings release bump. My simplistic understanding of what they do, machine to machine communication. That's going away soon... NOT!

I have listened to the last 2 conference calls and I have no clue why the stock is not higher. They have grown sales from 20 mil in 2009 to around $66 mil for this year and it has been consistent. Their earnings have grown from $3 mil to around $15 mil this year and again it has been consistent.

Their P/E is only 23 even after the 22% run up this week. They have no debt. They have over $50 mil in cash and the company is only worth a little over $300 mil.

According to this the company has never lost a client...

http://beta.fool.com/wamike/2013/05/28/smooth-as-silc/34829/

The conference calls keep talking about new clients and wins. They basically said in the call that the 4th quarter this year will probably be their best quarter ever.

Without completely understanding the technology here, what am I missing? I know there are risks with it being headquartered in Israel and that a larger company could perhaps out execute them, but risks come along with investing and these seem minor for a small portion of my portfolio.

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Member Avatar NCTad (97.10) Submitted: 9/19/2013 2:43:47 PM : Outperform Start Price: $34.26 SILC Score: +53.97

following TMFSpiffyPop on this one. good growth and expanding margins along with no debt makes this a good potential investment. i wouldn't be surprised if i found some shares in my own account in the next week or so after some research.

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Member Avatar jpmj (69.97) Submitted: 9/19/2013 11:40:37 AM : Outperform Start Price: $44.00 SILC Score: +20.17

going with TMF SpiffyPop

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Member Avatar TMFSpiffyPop (99.36) Submitted: 9/18/2013 10:29:15 AM : Outperform Start Price: $34.23 SILC Score: +52.88

M'man Wade Michels likes it -- http://beta.fool.com/wamike/2013/05/28/smooth-as-silc/34829/ -- so that's good enough for me to watch it, at least. Outperform.

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Member Avatar emoola (34.31) Submitted: 2/19/2013 1:46:13 PM : Outperform Start Price: $25.32 SILC Score: +97.13

growth industry, undervalued

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Member Avatar solanZRaider (< 20) Submitted: 1/10/2011 4:26:30 PM : Outperform Start Price: $17.85 SILC Score: +164.33

J006he Test

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Member Avatar ju006he (< 20) Submitted: 12/26/2010 12:17:44 PM : Outperform Start Price: $18.11 SILC Score: +157.16

SILC is becoming a legit player In the connectivity market. Watch this baby for huge gains as it is about to soar and has begun. Jump on folks for the ride.

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Member Avatar xayd1 (75.93) Submitted: 2/15/2008 2:35:07 PM : Outperform Start Price: $14.60 SILC Score: +235.31

Current ratio = 6; long-term debt = 0, net margin = 23%, ROE = 20%

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Member Avatar HermandeB (78.41) Submitted: 2/12/2008 2:17:56 PM : Outperform Start Price: $15.59 SILC Score: +212.39

Everything is right with this stock, way up to go

- Strong market growth going 2010

- broad customer base and product range, much recurring revenue

- cash and cash equivalents amount up to 30% of market cap; book value about 40%

- no debt

- PE 2008 is 11-12

- recently entered Chinese market

- wonderful business model

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Member Avatar Dovac (73.64) Submitted: 2/12/2008 10:55:58 AM : Outperform Start Price: $15.72 SILC Score: +208.79

This stock is going to do amazing things. It just entered China's major market for computer chips by landing a 1.8 Million deal. There's no way this stock wont go up over $35 a share. Its already up $2.50 in the last week.

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Member Avatar garman57 (< 20) Submitted: 11/3/2007 1:07:51 PM : Outperform Start Price: $15.88 SILC Score: +206.21

not for widows and orphans

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Member Avatar andcheese (< 20) Submitted: 11/3/2007 10:37:12 AM : Outperform Start Price: $15.88 SILC Score: +206.21

I believe we've reached the bottom on this one!

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Member Avatar mcolinj2 (59.57) Submitted: 10/24/2007 11:35:13 PM : Outperform Start Price: $18.77 SILC Score: +166.64

Good technology, strong earnings growth and good margins. Recent pullback means this one is good to run.

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Member Avatar SanDieguito (< 20) Submitted: 10/22/2007 11:05:08 AM : Underperform Start Price: $18.93 SILC Score: -162.06

Down $4.50 to $19.50

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Member Avatar emsdow (25.25) Submitted: 8/7/2007 11:34:37 AM : Outperform Start Price: $17.97 SILC Score: +174.78

This is a stock that runs up and down and this is the point it starts to run up again. I've made good money off of this stock trading in and out.

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Member Avatar samurthy (32.52) Submitted: 7/17/2007 9:03:45 AM : Outperform Start Price: $20.76 SILC Score: +140.46

Booming WAN optimization market, over 40 + design wins, bluechip clientele.......

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Member Avatar Braders123 (31.89) Submitted: 7/1/2007 7:39:12 PM : Outperform Start Price: $19.60 SILC Score: +152.85

spillover effect from hot wan sector and form rvbd. great earnings growth

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Member Avatar stockman07 (59.50) Submitted: 6/19/2007 9:28:19 PM : Outperform Start Price: $18.86 SILC Score: +166.29

SILC!

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Member Avatar gmcfarlin (< 20) Submitted: 6/12/2007 8:17:52 PM : Outperform Start Price: $18.09 SILC Score: +175.67

smart, well run

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