if you get a chance take a look at SAESY, it seems to me to be a stock thats's right up your alley. They are an overlooked supplier to the semiconductor, flat panel display, superconductor and more mundane TV and computer industries (they supply getters among other things). Lot's of earnings, cash and growth with an extremely low p/e, over 300 patents and they even paid out a 3% dividend a month ago. Don't let the fact that its an Italian tech ADR scare you. Anyway maybe one day the stock price will really break out (I bought in at 5.875 in March and its inched up to 7.375). BTW, this is not a recommendation - the stock barely trades - just take a look. Good luck.
fabouluspoodle, thx for your hint on SAESY. I did my analysis on it and was very impressed and opened a position. Great company with a bright future in semi equip. Already posted my analysis on the POCI thread will also post it on SAESY's..
I have located the company too, but do not have enough info to warrant a decision. As I get closer to clarity I'll let you know. I have not a clue about getters, I think they have to do with gas chambers in semi process.
I don't know if its a coincidence, but a bunch of my stocks that are being added to a Russell index were strong today - I'm wondering if I should take advantage of it and take some off the table. They include CRTK, ANEN, MSCC, FEIC, ZIGO, ROBV and CAMP (I sold CAMP today). Two others I own, RTEC and ASTX, were down marginally.