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| PAST TOP PICK | 28.260 | Peter Hofstra | (Down 9.4% since Dec. 2006) Tough holdings for them. They got the business right but the stock wrong. The company has had management issues and was delisted as well. He continues to hang in there. | 2007-10-16 | |
| PAST TOP PICK | 31.330 | Peter Hofstra | (A Top Pick July 10/06. Up 7.8%.) Is still buying in the $30's. Good long-term hold. | 2007-03-22 | |
| TOP PICK | 32.120 | Peter Hofstra | (A Top Pick July 10/06. Up 11.2%.) In a great part of technology, analog electronics, which has much longer life cycles. St5arting to see a lot of great momentum. Good long-term hold. | 2006-12-06 | |
| PAST TOP PICK | 30.070 | Peter Hofstra | (A Top Pick Oct 27/05. Down 22.8%.) Had given a lot of options to their employees. One of the most diversified technology companies supplying to automobiles, PCs, cell phones. Great track record of profitability. Very undervalued and he continues to add to his position. | 2006-10-30 | |
| BUY | 30.070 | Peter Hofstra | More of a pure wireless play. Expecting good things. | 2006-10-30 | |
| TOP PICK | 29.510 | Peter Hofstra | (A Top Pick Oct 27/05. Down 29%.) One of the most diversified technology stocks you can hold. Into everything from industrial automation to PC’s and cell phones. The biggest thing that has hurt them is option accounting that wasn't fully accounted for in their financial statements. All short-term news and he still likes. | 2006-08-29 | |
| TOP PICK | 29.050 | Peter Hofstra | (A Top Pick Apr 11/06. Down 19%.) Likes the long-term vision of the company. Well diversified. There is a probe on option back dating. Incredibly profitable. | 2006-07-10 | |
| TOP PICK | 36.520 | Peter Hofstra | (A Top Pick Aug 22/05. Down 13%.) A semiconductor manufacturer in analog technology. Well diversified. No debt. Operating margins are in the 40% range. Buying back stock right now. The backlog is showing a lot of strength. | 2006-04-11 | |
| TOP PICK | 35.840 | Peter Hofstra | Broad based semiconductor manufacturer. Extremely profitable. The most recent quarter was tremendous for them for the booking and the backlog and yet the stock has pulled off. | 2006-03-22 | |
| TOP PICK | 38.960 | Peter Hofstra | The theme in the Top Picks tonight are based on Large Cap Tech as there's great value to be had. A semi-conductor manufacturer. It grows and is producing cash flow and increases market share, but doesn't seem to move. One of the most undervalued quality tech names. | 2005-10-27 | |
| TOP PICK | 42.420 | Peter Hofstra | (A Top Pick Apr 19/05 Up 6.7%.) No company in the world gets growth and profitability better than this one. Very diversified. A semi-conductor manufacturer. | 2005-08-22 | |
| TOP PICK | 39.370 | Peter Hofstra | A semi-conductor manufacturer, but in the analog semi-conductor space. Very diversified. Substantially undervalued. | 2005-04-19 |
