In his Small Cap Growth model, manager Michael Simon of Alpha Mark Advisors looks for “growth companies with sustainable business models, reliable cash flows and strong management.” Performance of his model as of end of day 2/18/11:
Last week Simon made a number of interesting purchases for the model, among them:
Synaptics (Nasdaq: SYNA) – initiated position on 2/16. Synaptics produces touchpad surfaces for laptops and mobile devices. Some interesting recent writeups on SYNA:
- SYNA: GARP Says Buy on LCD Prospects (Tiernan Ray, Barrons.com 1/24/11)
- Are Shorts Watching This Number at Synaptics? (Seth Jayson, Motley Fool 1/27/11)
Open Text (Nasdaq: OTEX) – initiated position on 2/16. Open Text provides Enterprise Content Management (ECM) applications and solutions. Some interesting recent writeups on OTEX:
- Open Text Moves In To The Smartphone Market (Vance Cariaga, Investors.com 2/10/11)
- Finally, Open Text Makes a Play for Business Process Management Provider (Brenon Daly, Seeking Alpha 2/8/11)
Power-One Inc. (Nasdaq: PWER) – initiated position on 2/16. Power-One designs, manufactures, and markets power conversion and power management solutions for the renewable energy, communications infrastructure, and other high technology markets. Some interesting recent writeups on PWER:
- Power-One Has Plenty of Juice (Tim Beyers, Motley Fool 2/14/11)
- Power-One: Extremely Cheap on a ‘Sum-of-the-Parts’ Basis (Logical Thought, Seeking Alpha 2/11/11)
