John Zechner
Tundra Semiconductor
TUN-T
BUY
Apr 06, 2005
Looks like it's starting to turn the corner. They sell a lot to the networking communications equipment business which has been slow. Given their cash levels, it looks like their revenues are starting to turn higher. If you are willing to take some risks and be in the technology sector, this is one one of the better plays.
Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.
All his picks are for a seasonal Santa Claus rally trade. If they move 20%, say thank you and get the heck out. The information technology stocks have been badly beaten up over the last several months, but from the seasonal standpoint, they are beginning to look positive.
In the business of connecting chips on the motherboard of computers and servers. They stumbled and competition moved ahead. In the meantime Rapid IO is coming up and they are well positioned in that.
(A Top Pick Nov 9/05. Up 8%.) When he picked these stocks, he was trying to play the Christmas bounce. All 3 failed to materialise. Needs more base building.
Ranks below half in the model at 416. Recently bought shares as the most recent reported earnings were up 11%. Based on forecasts, they are expected to be up 44%.