$36.15 0.00 (0%)
2/10/2012 4:00 PM

Stratasys, Inc. (NASDAQ:SSYS)

CAPS Rating: 4 out of 5

The Company develops, manufactures, and sells a family of systems, including a line of 3D printers, all of which create physical models from computerized designs.

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Member Avatar RedandBlack (97.37) Submitted: 2/7/2012 10:45:04 PM : Outperform Start Price: $38.34 SSYS Score: -5.34

I recently put an outperform call on DDD and am taking the fall in SSYS stock today to do the same for it. I think 3D printing is a speculative but potentially very profitable business over the long term.

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Member Avatar TMFBiggles (26.97) Submitted: 9/23/2011 5:59:58 PM : Outperform Start Price: $20.61 SSYS Score: +57.94

3D printing is the wave of the future. But could you create a 3D printer so powerful that it could print ANOTHER 3D printer?! Be very afraid of that, investors!

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Member Avatar jazzysav (90.40) Submitted: 8/28/2011 4:35:11 PM : Outperform Start Price: $23.84 SSYS Score: +39.26

one of three companies positioned to capitalize on an emerging mega-trend

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Member Avatar TMFMuse (94.60) Submitted: 8/15/2011 1:52:17 PM : Outperform Start Price: $25.77 SSYS Score: +28.30

Price seems low for this early mover in the infant industry of 3D printing. Will be interesting to see where this sits in 5 years.

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Member Avatar lojet (< 20) Submitted: 8/4/2011 9:43:42 PM : Outperform Start Price: $26.20 SSYS Score: +27.63

Growth as long as a big competitor doesn't eat their lunch.

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Member Avatar ipsiety (26.58) Submitted: 7/29/2011 7:13:01 AM : Underperform Start Price: $26.00 SSYS Score: -34.81

Still priced for perfection.

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Member Avatar Lawrence56 (62.67) Submitted: 7/28/2011 5:04:08 PM : Outperform Start Price: $26.00 SSYS Score: +34.81

3 D printing is cool

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Member Avatar garybeene (28.57) Submitted: 6/15/2011 6:29:48 PM : Outperform Start Price: $31.08 SSYS Score: +10.57

Good opportunity to get an exciting growth story after a sharp pullback.

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Member Avatar XMFSamstevens (34.92) Submitted: 6/2/2011 2:53:07 PM : Outperform Start Price: $34.56 SSYS Score: +2.89

I like this stock and 3d systems, the two leaders in 3d printing at the moment. 3d printing technology is really just getting off the ground, and we as a society don't have the slightest idea what it could be capable of in the future. Don't look at the P/E with this company, that's stupid. In fact, all the traditional metrics except maybe growth rate are gonna look stupid. This is a company with no debt and technology with limitless potential. Even if there's a decent chance this one's quite overvalued at the moment, I think it's worth buying now, after the recent drop in prices, as this is potentially a game-changer and I wouldn't want to miss out on the opportunity to buy.

If you don't know anything about 3d printing I would do some research because it is really cool and I think one way or another it's going to be used much much much more in the future.

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Member Avatar Calinvestments (99.30) Submitted: 5/13/2011 1:42:52 PM : Outperform Start Price: $41.16 SSYS Score: -12.49

This is a small/mid cap high growth stock that should outperform the S&P during the bull market.

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Member Avatar anthan (< 20) Submitted: 4/22/2011 3:13:55 PM : Outperform Start Price: $53.49 SSYS Score: -32.93

Rapid prototyping will help a large variety of businesses. Plus I have a feeling they'll be coming out with a commecial 3d printer that willl be affordable for small businesses

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Member Avatar eagles22 (96.01) Submitted: 4/12/2011 5:13:44 PM : Outperform Start Price: $50.67 SSYS Score: -29.77

Using CAPS as a way to keep an eye on this stock. I think it'll be a bumpy ride over the next few years, and I'll wait for a better entry point in my real portfolio.

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Member Avatar MILLELACS (< 20) Submitted: 4/7/2011 9:53:31 PM : Outperform Start Price: $52.59 SSYS Score: -31.60

Proprietary Technology and high margin re- occuring revenue from supplies

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Member Avatar boringusername (86.40) Submitted: 2/24/2011 9:37:16 PM : Underperform Start Price: $43.79 SSYS Score: +19.64

First, people overestimate the usefulness of printed parts - they have very little strength, hardness, etc. We'll be CNC machining things out of aluminum for many more decades.

Second, my 14 year old built a Mendel that prints pretty well. Stratasys is going to have competitors coming from all directions.

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Member Avatar smith972 (84.52) Submitted: 2/24/2011 4:45:25 PM : Outperform Start Price: $43.79 SSYS Score: -19.64

Maybe a HG that will exploded?

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Member Avatar SapphireSeas (75.01) Submitted: 2/14/2011 7:35:56 AM : Outperform Start Price: $44.63 SSYS Score: -20.00

Stratasys, Inc [SSYS] manufactures 3-D Printers, which are set to revolutionize design, manufacturing, and even the Commodities markets. Stock is up 110% since August 2010, and set to go much higher. Buy and hold 5+ years.

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Member Avatar djsk (< 20) Submitted: 9/14/2010 12:15:46 PM : Outperform Start Price: $23.36 SSYS Score: +36.02

NY Times - 3D Printers

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Member Avatar spoofhopper (55.07) Submitted: 2/22/2010 3:40:21 PM : Outperform Start Price: $28.55 SSYS Score: +5.67

computer based systems, aggressive small growth - big deal with HP, expected to triple revenue in 3 years, 41% market share, slightly behind 3D systems in revenue but sells more units, 25% annual growth over the next 3 years

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Member Avatar elinamarie (< 20) Submitted: 1/27/2010 3:23:17 AM : Outperform Start Price: $23.59 SSYS Score: +30.17

Very interesting technology, fragmented market in terms of technology. best value add of technology cos usable in office space, others are not...

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Member Avatar Nolte808 (97.73) Submitted: 11/17/2009 3:07:25 PM : Outperform Start Price: $15.24 SSYS Score: +114.29

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.

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