• 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, there are still important synergies from its acquisition and the shares are not expensive.

Source: Kemet Has More Gas In The Tank – KEMET Corp. (NYSE:KEM) | Seeking Alpha