TOP PICK
The price of education goes up every year and students are borrowing more money. Trades at a 12 multiple.
STRONG BUY
There is benefit from them buying back shares. There's also a reacceleration of their business.
BUY
Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company.
TOP PICK
A very good, high profitable business. Have recently restructured to scale the business better. Pipeline looks very strong. Limited competition.
DON'T BUY
An inexpensive stock, but there are issues with the company. Struggling to find out what's working. Wait to see some traction in one of the areas.
WEAK BUY
Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.
WEAK BUY
Has been struggling lately. The issue is, do they have a product strategy that is viable. Response has been underwhelming on their new products. OK 6/12 months out.
TOP PICK
Better consulting revenues which are high margin. Bookings are fairly strong.
BUY
Disappointed last quarter and has been battered. Should do reasonably well going forward.
WATCH
Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.
DON'T BUY
Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.
TOP PICK
The first half of the year was all about PCI express but the second half is going to be about DTV and hand sets with higher margins during
BUY ON WEAKNESS
Very cautious on the wireless industry right now. Highly volatile. Treat as a trading stock and buy when it is very weak but sell when it goes up.
DON'T BUY
The stock has been strong for so long and is probably getting close to the end of it.
DON'T BUY
It used to be the clear leader in their area, but there are many alternatives in this space. A lot of competition.