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Sanmina Corporation Message Board

  • delphioracle2009 delphioracle2009 Mar 14, 2013 9:52 AM Flag

    Sell SANM with $11.18 in debt & PEG of 0.74 ... buy KLIC with no debt & PEG ratio 0.68

    Won't it be wise to sell SANM with $11.18 in debt & only $5.98/share in cash making net debt of $5.20/share
    & PEG of 0.74 ...

    Buy KLIC with cash of $6.58/share in cash, no debt & PEG ratio 0.68 ...

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    • well, I believe SANM is in a better position for earnings and cash flows. Also, SANM can leverage their earnings further by paying off their debt, which is what they have been doing, this will increase earnings, cash flow, etc. Also, looking at the other items on the balance sheet, SANM does have by far the better price to book ratio, especially looking at tangible book value. So, if you are only going by cash/debt, Klic is already trading at a premium compared to SANM. Both stocks are buys in my opinion though

    • I could not agree with you more !

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