Thursday, June 07, 2007

Two Tech and Biotech Companies for June


  • Intevac (IVAC) has dropped into bargain territory lately, at $19/share. The company makes sputtering equipment for manufacturing hard drives and low-light imaging technology for night-vision goggles, sensors and cameras. It has a $400 million market cap, with Earnings Yield of 17% and Pre-Tax Return on Capital over 100%.

  • ViroPharma (VPHM) has a $1 billion market cap, (at $14.60/share) and an EY of 15%. Can it repeat its success with Vancocin before profits from it are threatened by generic competition?

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