Now on Seeking Alpha, my interview with Nova Measuring Instruments CFO Dror David.
NVMI is providing investors with a combination of two strong elements. The first is a compelling secular growth story. The second element is solid financial performance during this proven secular growth. Even when the market went down, Nova produced eviable gross margins and a healthy profitability model, including shareholder-friendly actions.
Investors often do not see this combination of secular growth and healthy profitability model, in the technology sector for companies Nova’s size. Sometimes there see growth stories, but without current robust financial performance, and vice versa. NVMI combines both and management believes this is unique and compelling.