MKS Instruments: A Growth Play
We believe that shares of semiconductor-equipment outfit MKS Instruments (MKSI: $24) do not appropriately reflect the company's earnings growth and competitive advantages. Trading at a discount to peers and given the company's superior growth potential, we believe the shares provide a compelling opportunity. We believe insider sales may have been a concern to some investors but we view that concern as fading and we see share buybacks as fully offsetting any residual effects.
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