Not surprisingly, there are a proportionately large number of other computer/semiconductor/ technology related companies that made the cut as well. These include Benchmark Electronics (BHE) -- which is frequently on several value-related screens, Alpha and Omega Semiconductor (AOSL), STEC (STEC), Steel Excel (SXCL), and Tellabs (TLAB).
Despite declaring a special $2 dividend, it appears as though Electro Scientific Industries (ESIO) would still qualify, even after backing out the dividend payment, and how it affects the balance sheet.
A couple of other names, Kelly Services (KELYA), which I am also seeing on several value related searches, and Tesco (TESO), were ever so close to qualifying, but upward movements in their stock prices this week, eliminated both, at least for the time being.Buckle up today, it could get interesting. At the time of publication the author held no positions in any of the stocks mentioned. Follow @JonMHellerCFA At the time of publication, Heller was long ESIO, although positions may change at any time. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
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