Our five pick’s this week come from Decatur Capital Management, a large and small cap growth investor based in Decatur, GA:

1. McDonald’s (MCD)- “The change in demographics indicates that McDonald’s is definitely a good consumer play as consumers look to get value for their meals. The hurried sense of our society lends itself to eating at McDonald’s, and we’ve seen substantial growth in McDonald’s stock price over the last year.”
2. MEMC Electronic Materials- “WFR is a global producer of silicon wafers used in semiconductors for microelectronic applications and in the solar industry. The solar power industry is projected to grow by 30% compound annual growth through 2010 and demand for WFR’s product, polysilicon, is surging.”
3. Radiant Systems (RADS)-  “RADS is a systems software firm that develops, installs and delivers solutions for managing site operations of hospitality and retail industries…Our model indicates that this company will continue to have price appreciation into 2008.”
4. Biogen IDEC (BIIB)- “BIIB is one of the largest firms in the biotech industry.Historically, earnings have been driven by strong sales of the multiple sclerosis drug Avonex. With the introduction of Tysabri, BIIB is positioned to maintain its leadership in this area. The firm also has a solid pipeline of new drugs, especially in the cardiopulmonary painless solutions.”
5. Curtiss-Wright (CW)- “Regarding Curtiss-Wright, we see that they are focused on manufacturing flow control and motion control for various military and commercial uses. Curtiss-Wright derives 50% of its sales from the military sector. We see additional sales growth in the military’s continued transformation initiatives.”

For the full Investing Strategies report, including  in depth interviews with portfolio managers across a wide range of styles, and more stock picks, click here.

This entry was posted on Friday, January 11th, 2008 at 11:54 am and is filed under General Investing. You can follow any responses to this entry through the RSS 2.0 feed.