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EZCORP, Inc. Message Board

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  • qofaslave69 qofaslave69 Apr 13, 2007 12:19 PM Flag

    Garp-SSE-WDcrest--ot

    Zyk,

    SILC is a great company! The microcap ($117 million market cap) stock has more than doubled the past month, as it is being accumulated by mutual funds. Currently tech stocks are out of favor. It makes me wonder how the stock will do when tech is back in vogue. I don't like buying stocks when they are extended. However, this one might run quickly!

    A summary from Yahoo:

    Silicom, Ltd. engages in the design, manufacture, marketing, and support of server network connectivity solutions for a range servers and server-based systems in Israel. The company primarily manufactures server networking cards with and without bypass (Server Adapters), and legacy products, including connectivity solutions for portable personal computers and broadband Internet access products. Its server adapters are used in security appliances, wide area network acceleration appliances, load balancing and traffic management appliances, network-attached storage, video on demand servers, content delivery servers, Internet service providers/Web hosting, and computing applications. The company serves manufacturers of storage systems, Internet traffic management systems, security appliances, and manufacturers providing various server-based systems. Silicom markets its products directly through subsidiaries, independent distributors, and strategic relationships with original equipment manufacturers in the United States, Canada, and Europe. The company was co-founded by Avi Eizenman, Yehuda Zisapel, and Zohar Zisapel in 1987. Silicom is based in Kfar Sava, Israel.

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    • SILC is clearly growing at a rapid clip - diluted EPS last quarter of $0.20 was up some 80% from the prior year quarter while FY06 EPS of $0.49 was up more than 60% from 2005. No analyst covers the stock so one has to ask what EPS might be for 2007 and 2008. TTM EPS is $0.49 so perhaps in 2007 (based on run rate only) you get maybe $0.70 to $1.00? In 2008, maybe $0.90 to $1.50??? I prefer to be conservative and not assume too aggressive forward growth so for investing purposes I would probably assume toward the lower end of the range. Then what sort of earnings yield (EPS/stock price) does that generate. At $22.50 the stock is a bit rich for me without a clearer picture of what 07/08 EPS is likely to be.

      • 1 Reply to garp_trader
      • Let's not lose sight of what the company does for a living.

        "Silicom Ltd. is an industry-leading provider of high-performance server/appliances networking solutions. The Company's flagship products include a variety of multi-port Gigabit Ethernet, copper and fiber-optic, server adapters and innovative BYPASS adapters designed to increase throughput and availability of server-based systems, security appliances and other mission-critical gateway applications. Silicom also offers a broad range of its traditional PC cards, PCI cards and USB products. For more information, please visit: www.silicom.co.il."

        They make a commodity product (ethernet/high speed networking cards). What prevents CSCO from crushing them?

 
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