10 Chipmakers With Big Returns

by Louis Navellier | January 24, 2012 2:10 pm

It’s so hard to find a good tech stock to add to your portfolio nowadays. With the lack of resources and semiconductor chips, you’d think we were in the Stone Age.

If you can’t tell by now that I’m being facetious, you’re probably down the comment section ranting about my inability to perceive reality. For those still with me, get ready to discover my choices for the hottest semiconductor stocks delivering chips faster than your local grocery store delivers bags of Diamond (NASDAQ:DMND[1]) Pringles to your face.

I watch more than 5,000 publicly traded companies with my Portfolio Grader[2] tool, ranking companies by a number of fundamental and quantitative measures.

Here they are, in alphabetical order. Each one of these stocks gets an “A” or “B” according to my research, meaning it is a “strong buy” or “buy.”

ARM Holdings (NASDAQ:ARMH[3]) develops microprocessors and physical intellectual property, among other products. ARMH is up 8% in the last year. ARMH stock gets a “B” for operating margin growth, an “A” for earnings growth and a “B” for earnings momentum in my Portfolio Grader tool. For more information, view my complete analysis of ARMH stock[4].

ASML Holding (NASDAQ:ASML[5]), not to be confused with ARM Holdings, provides advanced technology systems for semiconductor companies. In the last 12 months, ASML has posted a gain of 9%, compared to a gain of just 5% for the Dow Jones. ASML gets an “A” for operating margin growth, an “A” for its ability to exceed the consensus earnings estimates on Wall Street, an “A” for the magnitude in which earnings projections have increased over the past month, an “A” for cash flow and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of ASML stock.[6]

Avago Technologies (NASDAQ:AVGO[7]) is involved with analog semiconductor devices. AVGO has posted a gain of 21% since last January. AVGO stock gets a “B” for operating margin growth, an “A” for cash flow and a “B” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of AVGO stock[8].

Intel (NASDAQ:INTC[9]) is a semiconductor chip maker that has experienced stock growth of almost 27% in the last year. INTC stock gets a “B” for sales growth, a “B” for earnings growth and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of INTC stock[10].

KLA-Tencor (NASDAQ:KLAC[11]) is known for its various types of manufacturing, including chip manufacturing, wafer manufacturing and solar manufacturing, among others. KLAC stock has posted a gain of 18% in the last 12 months. KLAC stock gets a “B” for sales growth, an “A” for operating margin growth, a “B” for earnings growth, an “A” for cash flow and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of KLAC stock.[12]

LSI (NYSE:LSI[13]) is involved with several phases of the development of storage and networking semiconductors and storage systems. LSI has jumped 21% in the past 12 months. LSI stock gets a “B” for sales growth, an “A” for earnings growth, an “A” for earnings momentum and a “B” for cash flow in my Portfolio Grader tool. For more information, view my complete analysis of LSI stock.[14]

Maxim Integrated Products (NASDAQ:MXIM[15]) works with analog circuits and has customers across the globe. In the last year, MXIM has posted a gain of 2%. MXIM stock gets an “A” for operating margin growth, a “B” for its ability to exceed the consensus earnings estimates on Wall Street and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of MXIM stock[16].

Novellus Systems (NASDAQ:NVLS[17]) develops products that are used in the fabrication of semiconductors. NVLS has gained 34% since last January. NVLS stock gets a “B” for operating margin growth, a “B” for the magnitude in which earnings projections have increased over the past month, an “A” for cash flow and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of NVLS stock[18].

Teradyne (NYSE:TER[19]) is a global supplier of automatic test equipment, and has experienced a stock gain of 13% in the last 12 months. TER stock gets an “A” for its ability to exceed the consensus earnings estimates on Wall Street, an “A” for the magnitude in which earnings projections have increased over the past month, an “A” for cash flow and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of TER stock.[20]

Xilinx (NASDAQ:XLNX[21]) is a designer, developer and marketer of programmable platforms. XLNX is up 13% since last January. XLNX stock gets an “A” for its ability to exceed the consensus earnings estimates on Wall Street, a “B” for the magnitude in which earnings projections have increased over the past month, a “B” for cash flow and an “A” for return on equity in my Portfolio Grader tool. For more information, view my complete analysis of XLNX stock[22].

Get more analysis of these picks and other publicly traded stocks with Louis Navellier’s Portfolio Grader[23] tool, a 100% free stock rating tool that measures both quantitative buying pressure and eight fundamental factors.

Endnotes:
  1. DMND: http://studio-5.financialcontent.com/investplace/quote?Symbol=DMND
  2. Portfolio Grader: http://navelliergrowth.investorplace.com/portfolio-grader/
  3. ARMH: http://studio-5.financialcontent.com/investplace/quote?Symbol=ARMH
  4. For more information, view my complete analysis of ARMH stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=armh&submit=submit&type=site
  5. ASML: http://studio-5.financialcontent.com/investplace/quote?Symbol=ASML
  6. For more information, view my complete analysis of ASML stock.: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=asml&submit=submit&type=site
  7. AVGO: http://studio-5.financialcontent.com/investplace/quote?Symbol=AVGO
  8. For more information, view my complete analysis of AVGO stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=Avgo&submit=submit&type=site
  9. INTC: http://studio-5.financialcontent.com/investplace/quote?Symbol=INTC
  10. For more information, view my complete analysis of INTC stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=intc&submit=submit&type=site
  11. KLAC: http://studio-5.financialcontent.com/investplace/quote?Symbol=KLAC
  12. For more information, view my complete analysis of KLAC stock.: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=klac&submit=submit&type=site
  13. LSI: http://studio-5.financialcontent.com/investplace/quote?Symbol=LSI
  14. For more information, view my complete analysis of LSI stock.: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=lsi&submit=submit&type=site
  15. MXIM: http://studio-5.financialcontent.com/investplace/quote?Symbol=MXIM
  16. For more information, view my complete analysis of MXIM stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=mxim&submit=submit&type=site
  17. NVLS: http://studio-5.financialcontent.com/investplace/quote?Symbol=NVLS
  18. For more information, view my complete analysis of NVLS stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=nvls&submit=submit&type=site
  19. TER: http://studio-5.financialcontent.com/investplace/quote?Symbol=TER
  20. For more information, view my complete analysis of TER stock.: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=ter&submit=submit&type=site
  21. XLNX: http://studio-5.financialcontent.com/investplace/quote?Symbol=XLNX
  22. For more information, view my complete analysis of XLNX stock: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?q=xlnx&submit=submit&type=site
  23. Portfolio Grader: http://navelliergrowth.investorplace.com/portfolio-grader/

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