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Posts with tag ForbesGrowthInvestor

Brightpoint (CELL) shines for Forbes quant

"On the strength of two key acquisitions, Brightpoint (NASDAQ: CELL) has become the largest global distributor of wireless devices," says quantitative analyst Vahan Janjigian of Forbes Growth Investor.

"The acquisitons helped boost the number of wireless products handled in 2007 by 55% to 83 million. The company is also the leading provider of customized logistics services to the wireless industry.

"CELL purchases cell phones, batteries, chargers, and memory cards, and then sells them to a global network of 25,000 customers.

"The objective is to acquire distribution rights to products offering the greatest potential for growth. It sells brands made by LG Electronics, Nokia, Kyocera, Motorola, Samsung, Sony, Siemens, and Ericsson. This category produced 92% of total 2007 revenues, but it had a gross profit margin of just 4.24%.

Continue reading Brightpoint (CELL) shines for Forbes quant

Sohu.com (SOHU): Forbes expert sees online gains in China

Sohu.com (NASDAQ: SOHU), an Internet media provider in China, is a recent featured addition to the aggressive growth portfolio of Vahan Janjigian.

The leading quantitative analyst and editor of The Forbes Growth Report explains, "Long-term growth is also promising as Internet usage expands in China." Here is the advisor's review.

"Sohu offers media content from more than 1,600 partners through 35 interest-specific channels, which cover news, business, sports, and entertainment. The website also offers tools such as free email accounts, web logs (blogs), message boards, and picture galleries.

"SOHU also runs Sogou.com, a proprietary Internet search engine; Chinaren.com, the largest online youth community in China boasting more than 80 million users; 17173.com, which provides information about online video games and has alliances with thousands of Internet cafes; and Focus.cn, a real estate website.

Continue reading Sohu.com (SOHU): Forbes expert sees online gains in China

Top Picks 2007: Janjigian tunes into Sirenza's frequency

Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.

Sirenza Microdevices (NASDAQ: SMDI) is the top speculative play for 2007 from quantitative analyst Vahan Janjigian. The editor of The Forbes Growth Investor says, "Sirenza designs and supplies radio frequency (RF) components for equipment used in the defense, aerospace, and homeland security markets. It also does business in the commercial communications and consumer markets.

"Broomfield, Colorado-based Sirenza was off to the races in 2006, gaining 193% from the first of the year until July 3. The drop that was to come, however, was swift and ugly, finally culminating four months later after the stock lost more than 48% of its value.

"The shares began to rally after the October 31 acquisition of Micro Linear Corp., a semiconductor company specializing in wireless integrated circuit (IC) solutions used in a variety of wireless applications. Five weeks after its November 2 bottom, the stock had rallied 30%, and I believe there's more to come on the upside.

"SMDI sports a lean PEG ratio of 0.75 and 14.8 times expected 2006 full year earnings of $0.61 per share. For the September quarter, revenue was up 130% over the same quarter in 2005, while earnings per share shot up 189%."

To see Vahan's favorite conservative stock for 2007, click here.

Symbol Lookup
IndexesChangePrice
DJIA-7.8211,376.39
NASDAQ-7.902,286.54
S&P 500-0.171,273.53

Last updated: July 09, 2008: 11:28 AM

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