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| TOP PICK | 34.630 | Peter Hodson | Makes the sensors for cameras that go in iPhones, Blackberries and iPads. Very fast growth rate. Trading at about 11-12 times earnings. Good cash on the balance sheet. Huge Beta to the stock market. | 2011-04-26 | |
| BUY on WEAKNESS | 25.400 | Paul O'Neil | Has been a great company. The last quarter wasn't exciting as the rates of growth had slowed down a bit. Is cautious on all companies with multiples greater than 25. Would buy in the low $20's. | 2004-03-19 |