Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Isilon Systems (Nasdaq: ISLN), TriQuint Semiconductor (Nasdaq: TQNT), Atmel (Nasdaq: ATML), Microchip (Nasdaq: MCHP) and Finisar (Nasdaq: FNSR).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After calling the rally that started in March 2009 to the day and providing Next Inning readers with buy recommendations that in some cases returned in excess of 400%, he advised readers on May 3, 2010 that the markets were heading for a correction. By the end of the day, the correction started.
In his June 7th Strategy Review, McWilliams advised readers we would see stocks rally in July, but that the rally would be followed by another selloff in August. As we know now, both events materialized as predicted. On August 30th, Next Inning published McWilliams’ Fall Strategy Review that outlines what he expects from the markets during the coming three months and naming five stocks he thinks will hit new highs before the close of the year. Investors are invited to read McWilliams’ market insights with no obligation during a 21-day risk-free trial.
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McWilliams covers these topics and more in his recent reports:
— McWilliams advised Next Inning readers in a special report that was published in June 2009 that Isilon would likely end up as an acquisition candidate. At the time, Isilon was trading for just a little over $4.00. With the price of Isilon now up more than 400%, does McWilliams think it’s time to take some money off the table or that there are reasons to believe the company will get an offer that is well above the current price of $22.10?
— TriQuint has been a huge winner for McWilliams. After suggesting that Next Inning readers buy TriQuint in early 2009 when it was trading for only $1.70, he advised it was time to sell the following October at $6.34 before TriQuint took a temporary dip into the $5s. After the stock bottomed, he wrote it was time to buy back in and has maintained a bullish case ever since. With the stock now trading over $9 does McWilliams think it’s time to hold out for more or again take profits ahead of the next earnings report? What does McWilliams think about the notion that TriQuint is riding Apple’s coattails? Does he agree or does he think there are other more powerful forces at work that are simply not headline news? What other stocks in TriQuint’s sector does McWilliams think investors should consider?
— The price of Atmel has more than doubled since McWilliams called it a buy last fall. What is his next step price target for Atmel and what does he think will drive the stock? Why does McWilliams think investors should consider what he calls a “bookend” strategy by pairing Atmel with Microchip? What is it about Microchip’s 32-bit microcontroller strategy that makes it stand out from the pack?
— McWilliams suggested that Next Inning readers buy Finisar late in June 2009 when the stock was trading for only $4.16 (split adjusted). It has since moved up more than 340% and produced sales and earnings growth that have easily topped Wall Street projections, but have been highly consistent with McWilliams’ forecasts. Does McWilliams believe it’s time now for investors to take some profits or does he think Wall Street is still underestimating the company’s growth potential? What is his “fair value” price range for Finisar and what does he expect the company to report during its current fiscal year? What other companies are being underestimated by Wall Street that McWilliams think will enjoy similar upsides?
Founded in September 2002, Next Inning’s model portfolio has returned 285% since its inception versus 25% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.