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Silicom Ltd. Message Board

  • larrykudlow2003 larrykudlow2003 Oct 21, 2013 12:38 PM Flag

    Valuation...

    $42, less $7 in cash, or $35 base. $2.10 for 2013 or 16.6 trailing PE. Conservative $2.40 for 2014, or 14.5 forward PE: all while growing at 50% YOY. What is a conservative valuation considering the above?

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Why should a stock keep a 15 pe growing at 50% for 4 consecutive Q's? A fair and reasonable PE would be 30-35 and a fair stock price would be double after today's earnings. I mean the stock is only up a very small % from last Q-- have earnings really been adjusted with +15%? I did not think wed do these earnings--I expected something like 20% growth with the big Q coming next. But this was a big time Q and should be rewarded much higher.

      Sentiment: Strong Buy

      • 2 Replies to erickn122
      • Q4 sets the pace and we just don't know at this point....also we need to see a lesser dependence on any one or a handful of customers....by any means, if they continue to add large customers as they have been or even accelerate the pace, things could take off pretty fast....but to get greater buy in from institutions...revs need to be more diversified....in the meantime risk might be well rewarded.....

        This is a nice little company for the long haul....seems to have a great management team and conservative finances.....

      • No p/e expansion because the fund managers and mo-mo players haven't really jumped on this yet. They hated it at $15, they kinda liked it at $35 but then sold it...they will love it and sell their mother for the stock at $55-$65...these guys will cause it to run to $90 and expand the p/e to 30. In 2014, SILC will likely earn over $3.25!!...and you can collect a nice dividend while you wait!

 
SILC
36.46+0.12(+0.33%)Dec 24 1:00 PMEST

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