Stratasys, Inc. (SSYS)

Pros:
-Disruptive technology
-Apparently best in class (they give a breakdown of their competitors' technologies in their 10-k)
-Profitable with no debt
-Run by founder
-Lucrative revenue stream with maintenance and 'printing' supplies
-Potential appeal all they way to consumer level

Cons:
-Disruptive technologies usually take longer than the market expects for widespread adoption
-High valuation
-Massive institutional ownership--already 'discovered'
-Low insider ownership
-Possibility of margin erosion
-Possibility of loss of printing supply business to generic manufacturer in the long term (again, candidly disclosed in 10-k)

Verdict: Long, with regular purchases each quarter rather than try to time purchases on valuation. There might be some short term price carnage from an earnings miss, or it may never go below 50 p/e again--no way to tell.

print this

The company is market leader in 3D printing. That market will expand from concept printing to manufacturing components.

Either this or TDSC (or both) should reap desktop 3D printer boom.

fewer orders, higher DSOs, losing to lower priced competitors. 0 for 3.

decent value proposition

bleah....$1.67 cash.

dominant player in 3D printing industry

3D modeling is a rapidly growing market. Near 52 week low, still undervalued vs market. IMHO it's due for a correction once our economy gets rolling again. 3D modeling market could grow to the point of custom athletic shoes & such made to individual specs within the next 3-5 years. This stock should recover soon and could easily exceed expectations.

Small cap spanking de jour, Stratasys, in the $7.80 range appears to offer strong value for patient longs. Financially flexible company - debt free with roughly 20% of market cap in cash; recent insider buying. Large short position in stock - could be a runner down the road on any relative improvement in printer business.

Slingshot stock

Bargain time might be a good time to pick up cool-sounding tech stocks.

Very well managed company in my opinion. Good procucts and good growth rates. Low float stock.

Oversold (but then again, what isn't?!)

Because the economy is the driving factor for a company such as this.
So much right now depends on the election of 2008. If the Democrats get into office they will pass tax laws benefiting the Solar industry the electric auto industry and the Bio Tech industry. This will cause millions of new jobs which in turn will allow more people to have purchasing power. Thus, more demand for the new products that will need to be created to make these things function. Thats when SSYS will be helping with the new designs and prototypes.
Trickle down economics is a big lie. People with money to spend runs the economy not the 1% mega rich who hoard their wealth. There has to be a need for a product before someone builds it. Not the other way around. You don't just build a product and hope someone buys it.

Note to self:

Never pay 30+ times trailing earnings for a company with EPS growth and ROE of under 15%, no matter how "cool" the product is. Good thing I never bought this in real life.

Leadership in a high margin game.

Getting back in. This tech is going to the stratasphere. HA!

Good company full of innovations