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Author: RaptorD2 Big gold star, 5000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 481  
Subject: Re: Citron Research Calls DDD Bubble Date: 2/14/2013 4:54 PM
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No, it's not a game changer at all. It does, however, bring to print the thoughts of many DDD investors.

• 3D printing is for real; it may well change the face of manufacturing. That is the game changer.
• DDD is a good, healthy company, seems to be well run and for a serial acquirer of other companies, seems to be doing a very good job of integrating acquisitions.
• The P/E for DDD stands at 90+, very high for any company.
• Assuming continuing trends, the company will grow into its P/E while profits increase (requiring the price to level out.)
• Owning the stock has a definite risk priced at these levels.
• Many current owners of DDD have doubled or tripled their original investment and can afford to wait even if the price retreats some. (That doesn't necessarily mean they should hold on, just that they can.)
• Any investor who's truly interested in DDD hopefully knows all of these things. They aren't secrets.

Personally, I would probably not buy DDD or SSYS right now. But I am very happy that I own them right now, and have even tasted XONE at its public inception.

The trouble with investing in truly great companies (regardless of your opinion of DDD) is this: The price always seems too high. Unfortunately, it most often *is* too high. But you can never benefit from the success of an apple if you never pay up to take a bite, pun intended. Yes, I own that high priced fruit too. :)

Man does not live by P/E alone. But without proper care, yes, he can die from it.

Dan
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