MEMC Electronic Materials, Inc. (NYSE:WFR)

Solid financials; high margins; entrance to the solar power market is going to boost more revenues.

I like the PEG and the 43% ROE, hoping for good news from the Q3 conf call - and maybe a little bump in price. Not only that, they are demolishing their competitors in 52 week price performance.

well run co, positive cash flow,stockowner friendly

growing market for PV. history of earnings growth high profit margin

rimm

Sells silicon to Sun Power players. Demand is high.

Polysilicon Shortage = $$$ for MEMC

Pure solar plays are over-priced. OTOH there are some solid comapnies with already profitable businesses that are positioning themselves to use solar as a means of capturing future growth. WFR with its relatively low PEG is high among them (along with AMAT for solar film and GLW for its partnership with Dow in providing a cheaper silicon feedstock and its diesel supply business.

even at this point there is tremendous growth potiential over the next 5 years. target price 150 - 200/share.

Skinner Growth Fund

Two words "Polysilicon shortage"

The prices of this key ingredient in solar panels has skyrocketed. MEMC has a 10 yr contract with suntech china to deliver polysilicon. Countries like spain are embracing solar energy and i see prices rising.

With solar energy rising, wafers should rise as well

MEMC Electronic Materials makes silicon wafers for computer chips. But this year, solar customers are delivering much of its growth, and it began supplying two Asian solar cell makers. It's also expanding its silicon output as the price for the material climbs.
IBD Ratings:
EPS Rating: 98
SMR Rating: A
Fundamental Rank: 6 of 59 companies in industry group
3 year EPS Rate: 47%

this co. is the leader of silcon wafers needed for the making of solar cells. earnings almosted tripled in 2 yrs.

"Polysilicon is also what semiconductor wafers are made of. One of the leading polysilicon producers in the world is MEMC Electronic Materials [WFR]."

Cycling Into a Big Year for Tech Stocks
Sandra Ward. Barron's.

This has been a good tech company which is now in danger of having only old technoloy. I expect that growth will slow gradually and they will become an underperformer unless they can come up with newer technology.

Way oversold on news story of power outage impacting earnings by 5%. Solar picks will do great over next year, particularly as Dems set their sites on Whte HOuse

They make the base chips for solar as well as silicon chips for memory. What more could yuo need to be in the forefront of the impeding tech boom?

this stock is going and going