Analog Devices makes digital chips that go into cell phones, and there's nothing more hot than that at the moment - you've got cellular phones, which, obviously the world wants to own, plus you've got the chips that go into these phones. These are really the places to be right now.
More Quotes from David Braverman:
The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins.David Braverman
I think stock selection is going to be key. It's just like last year, where if you picked a stock at random, you probably lost money even though the averages were up. And stock selection's going to be key again. You have to pick stocks that are going to have earnings that exceed the consensus. It sounds very simple but it's not the easiest thing in the world to do,
David Braverman
These are high-tech filters that are made in the manufacture of biotechnology items, and also in semiconductor equipment manufacturing, and there's a little bit of demand going on there. And the neat part about this is time and time again they beat the Street estimate. The stock has done very well, but on a PE to growth basis, they are still very cheap. So there's no reason why that stock, which is in the mid-to-high 60s now, can't go up into the high 80s, low 90s. Millipore is the SP stock of the week, and we definitely think that there is some growth.
David Braverman
Its a great story, turning profitable now, ... Their pricing is improving. We look for next year (for the company to post) about 1.80 (a share) in earnings -- about 3 in the following year. So its a very timely item here.
David Braverman
They're pricey, but on the other hand, that's where you're going to get the good growth and good earnings.
David Braverman
Readers Who Like This Quotation Also Like:
Based on Topics: Place Quotes, Telephones Quotes, World QuotesI wanted to do a show based on what my life would be like if I had never become a comedian.
Drew Carey
I have got this obsessive compulsive disorder where I have to have everything in a straight line, or everything has to be in pairs.
David Beckham
I don't look at scripts in terms of commerciality. I just look at the part, the people involved.
Linda Fiorentino