MEMC 896182 Silizium Wafer Produzent - Wachstum garantiert durch Solarboom - 500 Beiträge pro Seite

[beamer007]

http://moneycentral.msn.com/content/Stratlabs/Round13/P14627…

Journal: Monday, March 06, 2006

Model Behaviorist Jon Markman
Jon leverages a proprietary stock-rating system based on StockScouter at MSN Money to go long and short stocks in a mostly mechanical model, though he also will " swing trade" opportunistically.


... My next chip industry play
One of my favorite plays this year to exploit the revival in the fortunes of semiconductors is MEMC Electronic Materials (WFR, news, msgs), another position in my newsletter buy list, and already up 56% this year. It still looks cheap to me, at least in contrast to its prospects.

MEMC Electronic is a global supplier of ultra-pure polysilicon wafers that is the basic raw material for all semiconductors. This is a pretty hard thing to make to the exacting standards of the chip industry, and there are only five major manufacturers in the entire world. MEMC Electronic is the only one based in the United States.

It appears clear to me that the company is gaining share from its competitors in the chip industry, and expanding exceedingly well into the market of also supplying wafers to the solar-power industry. I think the company can grow at least 20% annually over the next couple of years, which means as much as $2.00 in earnings per share in 2007. At that estimate, the stock is cheap at 17x forward earnings. It probably deserves a multiple more in the 20-22 range, and if the market agrees with me then the stock has potential to hit the $45 area over the next 12 months, or about 30% higher than the current price.

MEMC Electronic is highly-rated in the StockScouter http://moneycentral.msn.com/investor/srs/srsmain.asp?Symbol=… system, and I would love to add it to my Strategy Lab account. However, I am going to wait for some consolidation first. I would like to buy it in the $32-$33 area if possible. I`ll let you know if it gets there. Meanwhile, I am going to set new stops for the rest of my portfolio.

[beamer007]

Hmhm, kleiner Monolog hier ?

MEMC aktuell >37 US Dollar, bei momentan knapp über 30 Euro in Germany wirds also morgen früh schön rauf gehen, auf mich wollt ja keiner hören

[Bioenergy]

hallo,
ich bin sicher an memc wird man die nächsten monate noch viel freude haben.auf sicht von 12 monaten sind 60 euro durchaus möglich. falls die märkte gut laufen sollten sogar 90 bis 100 euro nicht unrealistisch sein,

viele grüsse,

bioenergy

[beamer007]

MEMC Electronic "buy," target price raised

Wednesday, March 15, 2006 11:19:41 PM ET
Deutsche Securities

NEW YORK, March 15 (newratings.com) - In a research note published yesterday, analysts at Deutsche Bank Securities reiterate their "buy" rating on MEMC Electronic (WFR.NYS). The target price has been raised from $30 to $40.

[beamer007]

MEMC Electronic Materials "buy," target price raised

Monday, March 06, 2006 12:29:52 PM ET
UBS

NEW YORK, March 6 (newratings.com) - Analysts at UBS reiterate their "buy" rating on MEMC Electronic Materials (WFR.NYS). The target price has been raised from $35 to $55.

[omayomay]

Hat jemand eine Idee warum die Ihren Rechnungsbericht nicht rechtzeitig abliefern???

Ich würde gerne nachkaufen, aber...