"We've been holding off adding Applied Materials (AMAT) for the last several weeks in hopes that we'd be presented with a more attractive entry point; that price level has materialized, and now's the time to add this semiconductor giant to our portfolio," says Jonas Elmeraji.

The editor of The Rhino Stock Alert explains, "From the emergent technologies coming out of its research and development department to the consistent revenue streams from Applied's semiconductor equipment business, this firm has the value case and growth prospects to warrant a significantly higher share price.

Continue reading Applied Materials (AMAT): Semis and Nanotech

Applied Materials (AMAT): Semis and Nanotech originally appeared on BloggingStocks on Thu, 08 Jul 2010 10:00:00 EST. Please see our terms for use of feeds.

Continue reading Veeco (VECO): Nano, LED and Solar

Veeco (VECO): Nano, LED and Solar originally appeared on BloggingStocks on Mon, 29 Mar 2010 14:30:00 EST. Please see our terms for use of feeds.

During the California gold rush, miners weren't the only ones to strike it rich. "So did purveyors of essential equipment like axes and shovels," notes Stephen Leeb.

In his The Complete Investor, the advisor explains, "Today a gold rush of sorts is on to develop products using nanotechnology -- materials built at the molecular scale. And the safest path to riches is once again the equipment sellers." Here's a look at FEI Co. (FEIC).

Continue reading FEI Company (FEI): A Gold Rush in Nanotech

FEI Company (FEI): A Gold Rush in Nanotech originally appeared on BloggingStocks on Fri, 22 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"Although the nanotech sector in general is more speculative, a relatively more conservative pick within this space is PowerShares Lux Nanotech Portfolio (ASE: PXN), a favorite of mine for 2008," says nanotech and science guru Josh Wolfe, editor of the Forbes Wolfe Emerging Tech Report.

"With a significant amount of hedge fund assets in companies with market caps below $5 billion, the past quarter's liquidity crunch has hurt small-cap companies. The PowerShares Lux Nanotech Portfolio has seen significant decline with its small-cap constituents.

"But it also has large-cap multinational companies with significant overseas business. A year ago I liked it because it was a representative diversified index of companies that derived value from incorporating nanotech into their product lines.

Today, it's on sale today and if you want exposure to this long-term secular trend of advanced materials and nanotech and you're willing to be a long-term holder, I'd make it a piece of a broader portfolio. (Full disclosure: I'm a shareholder in Lux Research, which partnered with Powershares to form the index)."

Best Stocks for 2008: Emerging growth with Lux Nanotech ETF (PXN) originally appeared on BloggingStocks on Fri, 28 Dec 2007 16:45:00 EST. Please see our terms for use of feeds.

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"Nanotech has an incredibly broad application spectrum and the sector offers enormous opportunities," explains Gregg Early in The Real Nanotech Investor.

"My conservative favorite for 2008 is Bayer (OTC: BAYRY). Although the stock is up 50% since we first added it to our portfolio less than a year ago, its return isn't surprising given current market conditions.

"Bayer has a number of things going for it beyond its significant incorporation of nanotech into various product lines; it even sells Baytubes, proprietary ready-to-use, multi-walled carbon nanotubes. It's also a big, safe stock.

"But it's still undervalued relative to its pharma competitors. And it's a German company that has the spending power of a euro-based firm with significant exposure in every major developed and developing market in the world.

Continue reading Best Stocks for 2008: Nanotubes boost Bayer (BAYRY)

Best Stocks for 2008: Nanotubes boost Bayer (BAYRY) originally appeared on BloggingStocks on Sat, 22 Dec 2007 16:45:00 EST. Please see our terms for use of feeds.

I've just returned from the World Money Show in Orlando where more than 10,000 investors gathered to learn about global investing. I had a chance to meet with many of the U.S. and foreign financial experts featured at the show, and I will share some of their top investment ideas. To view all of the stocks featured in this special global report, click here.

Gregg Early, editor of The Real Nanotech Investor, is finding many of his best investment opportunities among global stocks. He notes, "My two Japanese holdings have been doing well in recent weeks.

"German juggernauts BASF (NYSE:BF) and Siemens (NYSE:SI) are doing very well. BASF stock is teasing 52-week highs with orders rolling in. Its books look good. It also seems oddly shareholder friendly, which is quite a shock for most large-cap European stocks.

"But it's going to need to consolidate here before it starts looking like Cisco (NASDAQ:CSCO) in 1999. BASF is only a buy below 95.

"Siemens is having less of a good time of it -- the recent bribery charges, the BenQ mobile phone debacle, earnings disappointments. But that's not to say the company hasn't weathered these storms well.

"This is a true company built for the 21st century, along with its chemical counterpart above. It's simply a little expensive now with all this muck flying in the air. Siemens is a buy only up to 104.

Continue reading Global gains: International nanotech favorites

Global gains: International nanotech favorites originally appeared on BloggingStocks on Mon, 19 Feb 2007 14:30:00 EST. Please see our terms for use of feeds.

I've just returned from the World Money Show in Orlando where more than 10,000 investors gathered to learn about global investing. I had a chance to meet with many of the U.S. and foreign financial experts featured at the show, and over the next week I will share some of their top investment ideas. To view all of the stocks featured in this special global report, click here.

As an advisor, scientist, and venture capitalist, Josh Wolfe is a recognized leader in nanotechnology; in fact, he was among a handful of industry experts invited to join President Bush in the Oval Office when he signed the landmark nanotech funding bill.

The ideas that he recommends are often meant for the more-sophisticated investor, as can be seen from his latest global nanotech idea -- Oxonica (LSE:OXN), a London-listed nanotech firm. Intriguingly, he speculates that the company may soon list its shares in the U.S.

The editor of The Forbes/Wolfe Nanotech Report explains, "Oxonica, which supplies nanomaterials for the energy, security, health care, and materials sectors, appears to be bucking the trend. Spun out of Oxford University in 1999, Oxonica has already established itself as a leading nanotech start-up.

"Recently, it was rated as a top start-up for corporate partnership by nanotech strategic advisory firm Lux Research." For full disclosure, he notes that his venture firm Lux Capital is an equity investor in Lux Research.

Meanwhile, he notes, "The key to Oxonica's success has been its portfolio management approach to commercializing nanomaterials. Oxonica has products in its pipeline for industries as diverse as cosmetics, energy, security, and bio-diagnostics and it has not restricted itself to being a one-trick pony.

Continue reading Global gains: Big potential in U.K. nanotech

Global gains: Big potential in U.K. nanotech originally appeared on BloggingStocks on Sat, 17 Feb 2007 14:30:00 EST. Please see our terms for use of feeds.