TheStockAdvisors has an article on InterDitigal where they state that the company is trading at less than 8x earnings. The company owns several patents having to do with wireless technology, has very little debt, and a ROE of 84%.

The Value of a Patent

Posted by Tim | 12:48 PM | | 0 comments »

SA has an article on three companies that may have a valuable patent portfolio. One of these companies is InterDigital. According to the article, price estimates for the stock range from $34 to $36.


The Fool likes the stock as well as it has been selected as an official Stock Advisor choice. According to their article, the stock as a trailing P/E of 7.5 and a PEG ratio of .5.

On MELA Sciences

Posted by Tim | 12:11 PM | | 0 comments »

The Fool notes here that they own shares of Mela Sciences. This stock is risky right now since their Melanoma device did not get approved by the FDA in July. The FDA needed more information and will make a decision in November.


Many expect that the FDA will approve the device, since it only emits light waves and does not inject a drug into the human body. Once analyst also seems optimistic since he recently upgraded shares with a $9.00 target price.

One for the Watch List

Posted by Tim | 12:51 PM | | 0 comments »

The Fool notes that we may want to purchase shares of A123 Systems, a manufacturer of battery systems for hybrid cars and SMART grids. It is a speculative play as hybrid technology has not been adopted by the masses. Their latest earnings report was not a great one and shares are falling. If you are going to invest, don't try to catch that falling knife.

Seeking Alpha has an article on a small cap electronics retailer that is looking to become a national chain. HHGregg. The stock is trading at a forward P/E of 12 with 20% growth rate.

An article at Minyanville has a write-up on SMART technologies, a company that makes interactive "Minority Report" style white boards. The company opened their IPO at $17 and shaes have fallen down to $14 recently. The company reports earnings on August 12.

Waiting on Form Factor

Posted by Tim | 12:50 PM | | 0 comments »

By all accounts, Form Factor is cheap. This article states that 80% of the company's market cap is in cash.

I ran across the following in the comments section of this SA article:


"My favorite 10 bagger, is one of the world's only two primary precious metal palladium producer, SWC (the other one is PAL). From the low ($1.70 per share) at the end of 2008 to recent high ($18.48), SWC already delivered a 10 bagger in a bit over a year. I believe there is still a 10 fold to gain from current level, $13.19, to $132.00 per share, in roughly 2 or 3 years, as palladium enters a 10 year cycle of structural global supply deficit."

The best article I could find on the company is this one at Zacks. It does sound like there is some risk to the stock and future earnings (margins) is determined on the price of palladium. But, it does sound like quite an opportunity.

Zacks states that YUM Brands is expanding in India. In addition to their expansion in China, YUM Brands could prove to be the most prevalent fast food chain in Asia. As noted in the article, YUM has almost twice as many emerging markets as McDonald's

Maxygen

Posted by Tim | 12:23 PM | | 0 comments »

According to this article, the Fool owns shares of Maxygen. It sounds like this company is involved in producing enzymes that will speed up the process of turning plant sugar into ethanol. The only other article I could find on this company was at Seeking Alpha.