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John Rogers Comments on Brooks Automation Inc.

February 26, 2014 | About:
Holly LaFon

Holly LaFon

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Brooks Automation, Inc. (BRKS) — Based outside of Boston, Brooks produces semiconductor manufacturing equipment, and has recently expanded into the life sciences area. The company has a leadership position in tool automation for semiconductor makers. The company has a pristine balance sheet with excess cash, solid leadership under CEO Steve Schwartz, and currently trades for roughly its book value.

From John Rogers (Trades, Portfolio)' Ariel Discovery Fund fourth quarter 2013 commentary.


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