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Daily Archives: February 2, 2009

Tax Credits Sound Good, But …

February 2, 2009
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Now, time for a rant. I rarely ever delve into the murky, stinky waters of politics here, and really, I’m not going to start now.  If you’ve listened to the news, you probably know about the good and bad of the $800 billion (and growing) stimulus package that will soon be taken up in the Senate.  I’m actually optimistic that the Senate–the chamber where swiftly passed bills in the House come under closer scrutiny–will be able to pass a workable, bi-partisan bill.  Let’s keep our fingers crossed. However, my rant today is based on policies that have been adopted...

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Multi-Fineline Electronix: A Flexible Flyer

February 2, 2009
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Multi-Fineline Electronix: A Flexible Flyer

My investment idea for today is a stock that used to be in the portfolio of the Cabot China & Emerging Markets Report before it fell off the earnings wagon.  It’s Multi-Fineline Electronix (MFLX), a company with headquarters and R&D facilities in California, and manufacturing in China and Malaysia.  The company’s specialty is flexible circuits, the kind that connect the two halves of clamshell cell phones.  Multi-Fineline’s circuits are also found in hand-held scanners, and an increasing number of small electronic devices.  By putting a high density of features on a thin, flexible substrate, the company’s circuits allow devices...

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