Comments for MOLX - Stockpickr! Your Source for Stock Ideas

Comments for MOLX

Added By	Comments	Type	Date Added
barrons3	Electrical-component manufacturer Molex (MOLX) is a restructuring play looking to stoke margins. The problem, Sloan says, is that the company was, until recently, still thinking it was growth company serving computer, auto and consumer-electronics manufacturers worldwide. "Management is finally realizing that in this relatively flat sales environment it needs to focus on profitability more than growth," says Sloan. It's doing this by reducing research and development and capital expenditures as a percentage of sales without compromising market share. The R&D share has fallen from 5.3% in 2005 to 4.9% and capex's from a peak of 9.7% in 2006 to 7% in 2008. Sloan still sees room for more cutting, which should help Molex boost margins from 10% to an industry average low-to-mid-teens by 2010. He believes that shares can rise from around 24 now to 35 over the next two years.	Love	September 20, 2008
WALSHBP1112	Way under valued	Love	August 24, 2007
High Dividends	1.12	Love	August 06, 2007
Pam	Molex (nasdaq: MOLX) makes electrical components for the communications, consumer and automotive markets. In August its board found 12 years' worth of options irregularities and the board then told some executives to return $685,000 of realized gains to the company. The stock's enterprise multiple is 40% lower than its sales growth rate. More bad news may yet surface: The U.S. Attorney for Northern Illinois has subpoenaed its financial documents.	Love	January 05, 2007
Joe Kunkle	Huge growth potential.	Love	December 23, 2006