Richardson Electronics Ltd. (NASDAQ: RELL) Interview with Ed Richardson, Chairman & CEO discussing the company’s electronic components business which generate over $160 million in annual revenues. The stock is currently trading below book value and presents an interesting opportunity for value investors. Topics discussed include:
- New revenue growth areas, including the Canvys display business, and 5G wireless components
- The recently launched healthcare business, which addresses an $8 billion opportunity in diagnostic imaging equipment replacement tubes and components.
- Impact of China tariff wars on the company’s global operations
- Dividend outlook
Investor Presentation