- Ichor Holdings has a lot going for it, growing considerably faster than the overall market, which is set to continue with the help of some smart acquisitions.
- The company generates a lot of free cash which it uses for acquisitions and substantial buybacks, reducing the share count by 10% this year.
- Investors fear that there is a significant downturn but management argues that it will be mostly limited to the present quarter. If they’re right, the shares are a steal here.
Ichor Holdings’ Downturn Should Be Short
October 8th, 2018 · No Comments