No Analysis added

Currently the leader in designs of IPTV chips. The company holds ~75% market share in a field that will start ramping up this quarter. The sole chip provider of Microsoft's set-top box, Sigma also has contracts with ATT and Verizon. They also make chips that go into next generation DVD players.

With oil prices climbing higher, this additive company will see demand for its business pick up just as it did last time prices went up. Its earnings growth jumped in the positive last quarter, and management was buying stock earlier this year. Goes back to 80.

A solid industrial company. Locally based which adds greater interest for me.

Going in to very solid end markets and most of its demand in cell phones is linked to Asia. Earnings are being dragged by investment in a new factory. But after Q3, it will start being beneficial on the cost side. Management has been doing better than expected here, but refuses to raise guidance, leading me to belive they are low-balling. Forwrad multiple is only ~15, for a company that is growing 20%+ y/y

No Analysis added

No Analysis added