Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

CVD Equipment - Certain Risks And Potentially Significant Returns

I'm a fan of so-called repurposed technologies - technologies that were developed for one industry or application and are then introduced into new areas. In that sense, I'm intrigued by CVD Equipment's (NASDAQ:CVV) attempts to bring chemical vapor deposition, a technique/technology long used in semiconductor manufacturing, into areas like solar power, LEDs, med-tech and nanotechnology. While the technologies are different, it's a basic approach that has worked for other companies like FEI Company (NASDAQ:FEIC).

Unfortunately, while the basic concept of applying very thin layers of active materials to surfaces holds significant potential in many different end markets, there are many ways to skin a cat and CVD's tiny revenue base suggests that the company hasn't really...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details