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Silicon Laboratories (SLAB) Best-Positioned Among Semiconductors for Internet of Things

May 28, 2015

Tore Svanberg, Analyst with Stifel Nicolaus & Co., says Silicon Laboratories (SLAB) is his favorite midcap semiconductor stock at the moment. He likes the stock because he believes the company is best-positioned among semiconductor companies to benefit from the Internet of Things trend. “They have made many smaller acquisitions over the last five years, trying to develop the right I.P. to be very competitive in the IoT segment,” Svanberg says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Silicon Labs already has close to 40% exposure to the Internet of Things markets, Svanberg says. “From my perspective, they are really now at the forefront of what it means to be a successful semiconductor supplier for IoT end markets, whether that is wearables or home automation or industrial IoT or any other subsegment of Internet of Things,” Svanberg says.
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NXP Semiconductors NV (NXPI) Gaining Scale Through Acquisition

May 28, 2015

Tore Svanberg, Analyst with Stifel Nicolaus & Co., says NXP Semiconductors NV (NXPI) is his favorite large-cap semiconductor stock. He says the company’s recent acquisition of Freescale Semiconductor Ltd (FSL) should give NXP significant scale. “It gives them a number one position in automotive; it also gives them a number one position in microcontrollers, which is a very attractive growth segment, not just for automotive, but also for IoT,” Svanberg says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. In addition, Svanberg says NXP is also benefitting from the Internet of Things trend. He says much of NXP’s technology and intellectual property is based on security...
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PMC-Sierra Inc’s (PMCS) Storage Growth Offset by Carrier Business

May 27, 2015

PMC-Sierra Inc’s (PMCS) Q1 revenue was up about 5% as compared to the same period last year. CEO Gregory Lang says the increase is attributed to growth in the storage business. “For our storage business, which was 72% to 73% of Q1’s number, we tend to see 5% to 10% seasonality in Q1, but this quarter, storage was down only about 2%,” Lang says. “So it was quite a bit more modest than the normal seasonal decline. And if you look at the year-over-year storage numbers, storage was up 11% year over year for Q1. So we saw very nice growth in that area, and we expect it to continue in the third quarter.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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InvenSense Inc (INVN) Looks to Grow Margins Through Wearables

May 27, 2015

InvenSense Inc (INVN) has reported slimmer margins in recent quarters, causing concern among some investors. But, CEO Behrooz Abdi says management has plans in place to improve margins. “So one of those issues is obviously our concentration in mobile. The way we try to address that is obviously not just differentiate on the hardware but also to focus on the software,” Abdi says. “We are currently working on the software side to create some compelling features and use cases for sensors. When we do that, and we take that to market around the software and features like imaging and navigation, it allows us to not only improve our margins but also improve our content in a cellphone...
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FleetMatics Group PLC (FLTX) Dominating Small-Business Fleet Management Tech Market

May 26, 2015

Associate Vice President and Co-Portfolio Manager Paul Condrat of Davidson Investment Advisors says that FleetMatics Group PLC (FLTX) came through his firm’s process of seeking companies with good growth, profitability and valuation characteristics. “They are a small-cap software company focused on fleet-management solutions for small businesses,” Condrat says. “If you look at fleet management as a whole, from a technology standpoint, the large companies — the long-haul truckers of the world — have great technology to help them optimize their fleets. Medium-size fleets have good technology too. But for small-business owners who typically have seven to 20 trucks within their fleets, the market is largely underpenetrated...
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dbMotion an “Achilles’ Heel” for Allscripts Health Solutions Inc (MDRX)

May 22, 2015

Stifel Nicolaus & Co. Analyst Steve Rubis says one significant problem for Allscripts Health Solutions Inc (MDRX) is that its dbMotion business represents an “Achilles’ heel” for the company. “The issue is unifying Allscripts core systems on dbMotion will not result in the economies of scale or efficiency in R&D as long as you’re running two ambulatory EHRs, an acute EHR — Sunrise Ambulatory and Sunrise Acute EHR,” Rubis says. “There are too many systems, and you need to consolidate/unify those on one platform on the back end in order to drive the network effects.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Medidata Solutions Inc (MDSO) Poised for Pricing Power

May 22, 2015

Steve Rubis, Analyst with Stifel, Nicolaus & Co., says investors in health care IT should take a look at Medidata Solutions Inc (MDSO). He believes the company is well-positioned to have pricing power over the next five to 10 years. “It is the idea of what we call the era of biopharma productization. What that means is in the current environment, drugs are focused on running a trial, driving statistical significance, and with hopefully a better outcome than other therapies. And that is what drives the pricing and adoption,” Rubis says. “So in the era of productization, vendors think of Medidata and then CROs, the companies who are able to focus on leveraging data and technology to help biopharma build a better or more complete product, meaning to drive adherence and to drive intelligence around the patient state — and then ultimately help biopharma protect pricing...
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Dillard’s, Inc. (DDS) Benefits from Lower Import Prices

May 19, 2015

President and Portfolio Manager Barry James of James Investment Research says one of the macro trends he is seeing is the strength of the dollar. James wants to invest in companies that benefit from lower import prices and more domestic sales, and he says Dillard’s, Inc. (DDS) fits that bill. “It’s a department store that has been hitting new highs. Management has been buying back shares. We find that consumer confidence is high, and they get the benefit of these lower import prices, so it’s really helpful for them in terms of their earnings and their earnings growth,” James says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. James says another major trend he is seeing on the buy side also benefits Dillard’s: the drop in oil prices...
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Sonic Corporation (SONC) Picks Up Market Share Lost by McDonald’s Corporation (MCD)

May 18, 2015

Portfolio Manager Robert Klintworth of Chase Investment Counsel Corporation says his firm has added Sonic Corporation (SONC) as the company is gaining market share and posting good same-store sales every quarter. “As you’ve seen McDonald’s lose market share, you have seen companies like Sonic picking up market share,” Klintworth says. “They are starting to roll out technology, such as having digital menu boards that are interactive, and they are opening new locations. The company has also generated good free cash flow, which is important to them.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Klintwoth says Sonic’s success is due to management’s plan that they’ve stuck to over the years, which has resulted in continuous strong earnings...
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Cloud-Based EHR for Acute Space Could Be Game Changer for athenahealth, Inc (ATHN)

May 15, 2015

Stifel Nicolaus & Co. Analyst Steve Rubis says the game-changing opportunity for athenahealth, Inc (ATHN) will be in its efforts around developing a cloud-based EHR for the acute space. Rubis says the replacement cycle is not underway in a robust way because core vendors like Allscripts, Epic and Cerner continue to go to market with the value proposition that led the HITECH/ARRA-driven adoption super-cycle. “The EHR adoption super-cycle was based on the idea that there are government dollars, so vendors can charge high installation fees and significant maintenance as well, and at the end of the day vendors wanted to sell as many EHRs as possible,” Rubis says...
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Walgreens Boots Alliance Inc (WAG) Entering Telehealth Market

May 15, 2015

Charles Rhyee, a Managing Director and Senior Research Analyst covering the health care technology and distribution space at Cowen and Company, says one of the more interesting telehealth models he sees in the current market is clinics forming partnerships in the drug retail channel. For example, he says Walgreens Boots Alliance Inc (WAG) has a partnership with MDLIVE, in which the drugstore chain is piloting a virtual clinic in the back of the store. “There’s going to be a nurse technician there who can then help you with any type of instrumentation that you need to use, that will send images to the doctor real-time,” Rhyee says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Product Innovation Spurs Revenue Growth for IDEXX Laboratories, Inc. (IDXX)

May 14, 2015

Nicholas Jansen, Analyst with Raymond James & Associates, says consumers have been spending more on pet care over the last two years. Against that backdrop of an improving market, he says IDEXX Laboratories, Inc. (IDXX) has grown revenue with new product introductions. “IDEXX is the number one player in diagnostics globally for veterinary care, and they have launched several innovative products over the last few years which has resulted in their revenue growth accelerating from, let’s say, the mid-to-high single digits probably when the last time we spoke, to more recently to the low double digit,” Jansen says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Biotech Bull Run Accelerates WebMD Health Corp.’s (WBMD) Revenue

May 14, 2015

Nicholas Jansen, Analyst with Raymond James & Associates, says WebMD Health Corp. (WBMD) is one of a few companies that are benefitting from the re-emergence of the pharmaceutical drug pipeline. “With all the new drugs that are being launched, there are all kinds of targeted therapeutics going after smaller disease classes,” Jansen says. “And these pharmaceutical manufacturers need to market the product to the consumer and to the doctor, so they are utilizing WebMD’s websites, both webmd.com for consumers and medscape.com for physicians, to spend money on for advertising purposes.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Laboratory Corp. of America Holdings (LH) Has Revenue-Synergy Opportunity from Covance Acquisition

May 13, 2015

Analyst Nicholas Jansen of Raymond James & Associates upgraded Laboratory Corp. of America Holdings (LH) to an “outperform” at the start of the year. Jansen says the acquisition of Covance, a clinical research organization, has afforded LabCorp a new growth outlet to diversify the business model. “What's the underappreciated aspect of the story is the revenue-synergy opportunity. As the CRO of Covance helps pharmaceutical manufacturers enroll patients into clinical trials, LabCorp has a gigantic database of patients that they can help the CRO with to help enroll these patients faster into clinical trials, which should ultimately result in more pharmaceutical manufacturers utilizing Covance for their CRO work relative to others,” Jansen says...
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Express Scripts Holding Company (ESRX) Likely to See Increased Demand

May 12, 2015

Morningstar Analyst Vishnu Lekraj says Express Scripts Holding Company (ESRX) is one of his top stock picks at the moment. He says the company is poised to see an increase in demand for its services. “It’s a pure-play pharmacy benefit manager, but the services this firm provides again push us through, or at least helps clients capture as much savings as possible from their drug benefit plan,” Lekraj says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. In addition, Lekraj says Express Scripts also helps clients run their drug benefit plans significantly more efficiently than they can do on their own — a service clients will increasingly be seeking in the coming years...
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