Stratasys Inc (NASDAQ:SSYS)

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

Rule breaker March 2008

Interesting emerging technology leader.

This stock is in a growing area of rapid prototyping devices. The Company develops, manufactures, and sells a family of systems, including a line of 3D printers, all of which create physical models from computerized design. Imagine car designers wanting a scale copy of a car design made of plastic in minutes or hours, medical components being created as samples, or custom tools used in manufacturing.

This company is in the very early stages of adoption and likely will not see its major growth for some time to come. However, this is a next step in prototype technology and the company has smartly shifted some of its future income from the sale of the prototyping devices themselves (easily $10k+ depending on the model) to the recurring supplies market, the compounds used by the devices to create the physical models. Much like selling printers cheap to sell the ink ongoing or the gilette model of selling the razor cheap and continuing sales through the blades.

At least management is thinking ahead when it comes to revenues.

Forward P/E (fye 31-Dec-08) 1: 25.78

Profitability

Profit Margin (ttm): 12.24%

Operating Margin (ttm): 16.73%

Management Effectiveness

Return on Assets (ttm): 9.32%

Return on Equity (ttm): 12.92%

Qtrly Earnings Growth (yoy): 26.50%

Operating Cash Flow (ttm): 20.46M

Levered Free Cash Flow (ttm): 3.24M

Short Ratio (as of 26-Oct-07)3: 22.3

Short % of Float (as of 26-Oct-07)3: 17.70%

All Financial figures presented from Yahoo! Finance.

down $6 to $23

The direct scan-to-CADD is ideal for reverse engineering on a wide variety of products.

10

Stock will continue to grow as the market expands. Rapdi Prototyping is now being used in engineering universities, thus more and more engineers will be fmailiar with it and want to use it in the field. Stratasys is the industry leader in funtional prodotypes. Expect thsi company to become a household name before 2015.

here we seem to have a solid company with improving sales/revenue no long or short term debt to speak of.they have an improving net receivables and a product that people seem to need respect and trust. i see this company going places over the next 2 to 3 years.

This company is rad, nasty, phat, dope, groovy, whatever you want to call it. Anyhow the higher the pe with a tech stock, the higher the volatility, but they own a huge share of their market, and I hope they have room to build on that with their uber products.

Excellent management selling a product with ever increasing demand.

Incredible and affordable technology which makes design tasks so much easier and better

The stock has strong technicals and the company has strong fundamentals.

There are many big guns out there in the printing and modeling agencies without successful 3-D modeling systems. With M&A activity at what it is, expect a buyout within a year.

Short ratio too high for this well performing stock. A short squeeze opportunity.

Gapped up on 2/15 on massive vol. Raised '07 profit outlook. Buy at open tomorrow.

Excellent management, market leader, new and expanding market for 3D printing, expanding market for On-Demand manufacturing. This company is primed and set to win. Stock has held a steady range over last couple years, and is ready for a breakout to new multi-year highs, especially since shedding their distributorship that ends this year. While revenues will fall a little, margins will be up considerably, and consumables revenues might entirely cover lost revenues from the distribution. In any case, expect over 2007 to see higher margins and continually growing income. Cash flows have been excellent, balance sheet is great. You can search for a long time and not find a better run or management company. Even the board is excellent.

As prices go down, 3-D printers will be standard equipment in offices of architects, designers, medical suppliers, auto parts dealers, and many others. In addition, specialized part making by sending CAD files to the company for part formation is a brilliant option for those who may not need full time access.

I see no mention anywhere of directing their marketing to museums and universities (overlooked potential customers?).