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Nxstage Medical, Inc. Message Board

cigar_roooms_guy 6 posts  |  Last Activity: Jan 7, 2015 10:41 AM Member since: Jan 4, 2005
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  • cigar_roooms_guy by cigar_roooms_guy Jan 7, 2015 10:41 AM Flag

    Skyworks Solutions

    Skyworks Solutions Inc. (SWKS) is a top chipmaker that specializes in analog semiconductors for use in radio frequency and mobile communications systems. This includes everything from amplifiers to lighting displays to mixers. Skyworks' products are used in a wide range of industries, including automotive, wireless infrastructure, energy management and military clients. Notably, Skyworks Solutions supplies at least two major components to Apple's iPhone. So the company's fortunes are directly tied to the iPhone upgrade cycle, and by extension, the 4G revolution.

    This shows in the company's earnings. Last quarter, Skyworks Solutions posted 108% bottom-line growth and 51% top-line growth. For the current quarter, Skyworks expects 76.1% earnings growth and 52.6% sales growth. The analyst community has been scrambling to revise their EPS estimates higher; they simply cannot get a handle on Skyworks Solutions' profit potential. In the past 90 days, the consensus EPS estimate has jumped nearly 15%. So I expect Skyworks Solutions to beat expectations with its upcoming first-quarter earnings announcement. To top it off, Skyworks is rewarding its shareholders with a $300 million share repurchase program and a 0.8% dividend. I recommend SWKS as a Strong Buy up to $78 per share.

  • cigar_roooms_guy by cigar_roooms_guy Dec 17, 2014 4:42 PM Flag

    • Starbucks (SBUX +1.2%) announces it opened a flagship store in Chengsu aimed at growing the brand in the southwest and central part of the nation.
    • The company also plans to use the Starbucks Talent Exchange Program to create work exchange programs between Starbucks China and other regions.
    • Singapore will be the first international location that will be part of the exchange program.

  • cigar_roooms_guy by cigar_roooms_guy Dec 16, 2014 11:59 AM Flag

    A recent report by Bank of America focused on investment themes for a changing world. One of the areas that the report identified as a source of change is security. Bank of America analysts believe that societal advancements are producing new potential threats each year, and the business of protecting people from these threats will continue to boom in the future.

    More than a million people die in car accidents each year, and more than two million people die at work annually. Workplace and auto safety are two of the areas of opportunity that analysts identify in the report.

    Despite the much smaller number of deaths that come as a result of terrorist attacks (only about 15,000 per year), anti-terrorism security is a critical and thriving sector, as well.

    Terrorism can take many forms, and analysts believe that cyber attacks now pose a greater risk to the financial world than traditional terrorist activities. For U.S. companies, the average cost of cyber attacks in 2013 was $11.6 million. Worldwide, cyber crime costs the global economy about $500 billion each year.

    Related Link: Bank Of America: How To Profit From An Aging Population

    It’s not just money and data that is at risk from cyber attacks. Cyber-terrorists threaten to shut down or manipulate power grids and other infrastructure systems in an increasingly wired society.

    Although it's certainly not a new source of risk, analysts also mention threats posed by the deteriorating environment and potential new human, livestock or produce diseases.

    The stocks that Bank of America recommends as a means to capitalize on the demand for modern security include the following:

    Qihoo 360 Technology Co Ltd (NYSE: QIHU), China’s top provider of cyber security
    Greenbrier Company Inc (NYSE: GBX), producer of next-generation railroad tank cars
    NXP Semiconductors NV (NASDAQ: NXPI), provider of chip-based EMV credit card security
    FireEye Inc (NASDAQ: FEYE), developer of cyber-security platforms
    Bruker Corporation (NASDAQ: BRKR), designer and manufacturer of high-performance scientific instruments
    Trend Micro (OTC: TMICY), Japan’s top developer of cyber-security software
    Thermo Fisher Scientific Inc. (NYSE: TMO), a top producer of scientific research and analysis equipment
    Delphi Automotive PLC (NYSE: DLPH), manufacturer of automotive safety systems
    Bank of America analysts predict that investors in these companies will find themselves in the middle of a $1.5 trillion security market by 2020.

  • cigar_roooms_guy by cigar_roooms_guy Dec 8, 2014 11:06 AM Flag

    They were supposed to protect shareholders liars

  • cigar_roooms_guy by cigar_roooms_guy Dec 16, 2014 11:53 AM Flag

    Number two smartphone in China great acquisition

  • cigar_roooms_guy cigar_roooms_guy Dec 16, 2014 11:14 AM Flag

    -- The International Consumer Electronics Show (CES), which is held once every year, will be opened from Jan. 7 to 10 in Las Vegas. As the biggest global consumer electronics show, all major manufacturers have started to prepare for it. As one of the leading Chinese cell phone manufacturers, Coolpad will take 15 new types of cell phone products and multiple accessories to CES this time. These new products cover almost all mainstream network standards in the globe. The products that will be taken to CES would be three times more than last year's. Besides, Coolpad Halo, a seven-inch big screen octa-core cell phone, which attracted great attention in the industry, will also be officially released the Coolpad Flo and Coolpad Quattro II, which are targeted at the American market; the 4.5-inch big screen cell phone 8860U and 5-inch 8870U, targeted at the European market, and the 5.95-inch quad-core cell phone 9190L, 5-inch quad-core cell phone 5892, and Coolpad Daguan 4. Besides, WCDMA series products include the 7-inch octa-core cell phone (Halo), 5-inch HD screen dual-core 7920, 5.5-inch screen 72

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