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    Porter Taylor

    Senior Analyst at ARS Investment Partners

    Porter Taylor is a Senior Analyst at ARS Investment Partners, bringing over 40 years of experience in the financial services industry with a deep specialization in market dynamics and investment strategies. While exact companies covered and granular performance metrics are not publicly disclosed, Taylor has held significant responsibilities overseeing diverse equity and multi-asset portfolios, contributing to the firm’s strategies across changing market cycles. His career spans an extensive tenure at ARS Investment Partners, reflecting a commitment to fundamental research and long-term value creation, though prior institutional affiliations are not detailed in available sources. Taylor’s professional standing is built on decades of industry knowledge, but specific securities licenses, FINRA registration, or external recognitions are not published in accessible public records.

    Porter Taylor's questions to RICHARDSON ELECTRONICS (RELL) leadership

    Porter Taylor's questions to RICHARDSON ELECTRONICS (RELL) leadership • Q3 2025

    Question

    Asked about the profitability outlook for key business segments like semiconductor wafer fab and wind turbines. Also inquired about the company's ability to service its backlog, specifically for customers like Lam Research, and whether they might see more short-term orders.

    Answer

    The wind turbine power management products are profitable and expected to see continued growth through geographic expansion and new product introductions. The semiconductor business also remains highly profitable. The company has excess manufacturing capacity, which will improve margins as they absorb more 'Made in America' projects. They can respond to customer orders, like those from Lam, very quickly (within a quarter), with component lead times being the only major constraint.

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