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Entries Tagged as 'KEM'

All Systems Go At KEMET

May 29th, 2018 · Comments Off on All Systems Go At KEMET

Here is a company that is producing at full capacity in sectors characterized by excess demand. Investors worry that the excess demand can turn, but management has given us a few good reasons not to overly worry here as it’s unlikely to disappear any time soon. What the company is doing is raising CapEx substantially, […]

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Tags: KEM

Kemet Has More Gas In The Tank

January 14th, 2018 · Comments Off on Kemet Has More Gas In The Tank

The shares of Kemet have been on a tear, but the last couple of months have seen a good deal of profit taking. That is understandable, given the run-up, but we see quite a few reasons to be optimistic here. There is still solid demand, the company is supply constrained in many of its businesses, […]

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Tags: KEM