Fri, 10/12/2010 - 09:58 by Seth Jayson
Margins matter. The more Advanced Semiconductor Engineeringkeeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why I check on my holdings' margins at least once a quarter. I'm looking for the absolute numbers, comparisons to sector peers and competitors, and any trend that may tell me how strong Advanced Semiconductor Engineering's competitive position could be.