Barron's Interview Jim Oberweis
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Date updated:07-19-2008

Talking With Jim Oberweis, Manager, Oberweis Mid-Cap Fund.

symbol name last price % change open
  • +
  • NETL
    Netlogic Microsys
  • $41.88
  • +1.45%
  • $41.30

One company that fits his bill is semiconductor maker NetLogic (NETL), whose chips are used to optimize routing in advanced networks. Trading recently at 18 times his forward estimate of $1.80 a share, "NetLogic is undervalued, given our belief that the firm can grow at 40%" a year.

People owning NETL also tend to own: CELLTGEBGCLTMPHMRECNSHFL

TheStreet.com Rating: C What is this?

  • +
  • ANAD
    Anadigics
  • $3.12
  • +0.97%
  • $3.13

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning ANAD also tend to own: AZPNCMGALYCALCETVCHKGSF

TheStreet.com Rating: D What is this?

  • +
  • OMTR
    Omniture
  • $21.52
  • 0.00%
  • $N/A

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning OMTR also tend to own: AAPLCAFCEOCHLEDUFTEKGOOG

TheStreet.com Rating: C What is this?

  • +
  • SYNA
    Synaptics Incorpo
  • $25.14
  • +1.91%
  • $24.595

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning SYNA also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C+ What is this?

  • +
  • ANSS
    Ansys
  • $40.29
  • +0.42%
  • $39.91

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning ANSS also tend to own: ADVSASFAVAXPBAXDGIIDTV

TheStreet.com Rating: B+ What is this?

  • +
  • CYBS
    Cybersource Corpo
  • $16.80
  • -0.12%
  • $16.99

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning CYBS also tend to own: ALCCOSTEGLEFROGNAHILPEP

TheStreet.com Rating: B What is this?

  • +
  • ATHR
    Atheros Communica
  • $28.32
  • +3.66%
  • $27.34

The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).

People owning ATHR also tend to own: BAMMRVCSTXNCOGTCSCDIPASMOBE

TheStreet.com Rating: C+ What is this?

  • +
  • ISRG
    Intuitive Surgica
  • $274.52
  • +1.79%
  • $271.70

Oberweis is also a big fan of Intuitive Surgical (ISRG), which he first purchased in July 2005; his fund's average share of Intuitive is up about 285%. Intuitive Surgical developed the minimally invasive da Vinci robotic surgery system, particularly popular for prostate removal. A surgeon sitting at a computer guides tiny robotic arms, equipped with cameras that transmit magnified images, making the operation more precise. More hospitals are buying the $1.6 million systems, Oberweis says. In addition, he notes, recurring revenue from installed surgical supplies continues to climb, and the system is increasingly being adopted for new procedures. Both revenue and profits are growing strongly, he says, justifying the company's high P/E, now 51 times this year's expected $5.46 a share in earnings, and recent stock price of 278.

People owning ISRG also tend to own: ABBASEINVSPGBAMBBDBWF

TheStreet.com Rating: B What is this?

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