Comments on: WFR: MEMC is My Favorite Semiconductor Play

By: WFR: MEMC’s Problems Continue | Stock Market Beat

WFR: MEMC’s Problems Continue | Stock Market Beat — Fri, 25 Apr 2008 13:03:10 +0000

[...] During the first quarter, the company generated operating cash flow of $197.2 million, compared to $238.5 million in the 2007 fourth quarter. Capital expenditures for the first quarter totaled $81.9 million, or 16.3% of sales. The resulting lower trailing 12-month free cash flow yield curbs my enthusiasm for WFR shares. [...]

By: WFR: Can Tight Polysilicon Supply Really Result in Lower Prices? | Stock Market Beat

Mon, 21 Apr 2008 15:46:12 +0000

[...] long-term contracts with solar players, is a key reason MEMC Electronic Materials (WFR) is my favorite semiconductor play. I think the current situation, where the price went so high as to actually reduce demand, will be [...]

By: Trent

Trent — Tue, 15 Jan 2008 19:08:32 +0000

Thanks for the tip. The free cash flow yield certainly looks juicy, and the gross margins have been rising. My main concern would be that DSI have been ticking up and the gross margin could take a hit when they have to work off the excess stock.

By: WayneMulligan

WayneMulligan — Tue, 15 Jan 2008 13:36:02 +0000

Interesting…take a look at NVDA though. I think they show a lot of growth potential and have rock solid fundamentals. Would love to hear your thoughts.