Helix Investment Research
Long only, special situations, contrarian, growth

MKS Instruments: Rebounding Profits And A Pristine Balance Sheet Will Not Be Ignored For Long

The majority of companies with large semiconductor businesses are exposed to broader macroeconomic forces and the cyclical impacts that this has on their business. And for some time, MKS Instruments (NASDAQ:MKSI) has been no exception. Although the company's Q1 2013 results highlight current cyclical exposure, the company is beginning to move away from cyclical markets, even as it sees a recovery in its core semiconductor business. These moves that poised to help profits rebound from trough levels, further strengthen the company's pristine balance sheet, and will likely lift its stock price, which has fallen over 3% over the past 12 months, compared to a rise of more than 18% for the S&P 500 (NYSEARCA:SPY). Unless otherwise...

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