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, […]
Entries Tagged as 'KEM'
May 29th, 2018 · Comments Off on All Systems Go At KEMET
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, […]