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Author: anuragupta Big gold star, 5000 posts Top Favorite Fools Old School Fool Ticker Guide CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1074  
Subject: PWER - shareholder friendly Date: 10/20/2012 7:13 PM
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I am no fazed by the share price volatility but something caught my eye here. I noticed that the share dilution has continued at a steady pace for the last 3 years (~10% pa). I don't like that a whole lot. I wonder how serious the company is towards its shareholders.

Anurag
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Author: anuragupta Big gold star, 5000 posts Top Favorite Fools Old School Fool Ticker Guide CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 819 of 1074
Subject: Re: PWER - shareholder friendly Date: 10/26/2012 9:09 AM
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http://seekingalpha.com/article/953021-power-one-management-...

More share buybacks on the cards provided they can bring back the money in a tax efficient manner.

It seems margin compression and edging down of the sales next year due to EU concerns is on the cards. It appears to me that the company is not banking on much success in China, Japan and India due to intense competition from local Chinese vendors.

To me, although this stock is super cheap, it seems that it does not have a long term story in Asia and I wonder what the competitive landscape will look like in a decade.

Anurag

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