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Beat and Raise? Sweet! Companies Doing Well Right Now

February 04, 2009 – Comments (1) | RELATED TICKERS: NFLX , NCMI , MYGN

Two movie-related companies this past week said things look pretty darn good: National Cinemedia(NCMI) and Netflix(NFLX).  One's benefiting from our need to get away from the gloom and doom and go to the movie theaters (NCMI makes money off that advertising on the big screen); and the other is making money from our need to save some cash and stay home (NFLX).  But these movie loving companies aren't the only ones turning in good numbers.  All of these companies in this blog post have made some nice moves lately, so these are ideas for your watchlist - not ideas to buy today.  As always do your own DD (due diligence)!

 

Semiconductor licensing companies - TSRA and ARMH keep raking it in

Tessera Technologies (TSRA) just turned in revenues that grew 30% year on year!  Wow, how'd they do that? “Fourth quarter 2008 total revenues were up 30% and royalty and license fees were up 37% compared to last year’s fourth quarter, driven by stronger than expected royalty revenue from certain existing customers and option fees from Motorola,” said Henry R. "Hank" Nothhaft, president and chief executive officer, Tessera.  From TSRA earnings release here.  Huh, that doesn't sound so replicable.  And their forecast for next quarter is inline or below current estimates, hmm, not so hot after all?  But again, better than a lot of others out there, right?  Got to keep looking and maybe keep an eye on these folks maybe they're just sandbaggers.

Arm Holdings (ARMH)  just turned in revenues up 24% year on year, and raised their dividend! Hmm, that sounds yummy.  ARMH is based in the UK and is benefitting from the exchange rates, to get better local coverage on this London based firm, check out Y!Finance's UK site listing here.  And if you're yawning instead of clapping - check out this comment from the CEO (in this economy!!):   Warren East, Chief Executive Officer, said:"We are pleased to see ARM technology being increasingly utilised in innovative consumer electronics products, leading to the highest ever group revenues for both the fourth quarter and for the full year. That quote is from their recent earnings release here. Hmm, sounds pretty good, need to look at this one more too! 

 

A Biotech that Makes Money? Check out Myriad Genetics (MYGN)

MYGN makes 95% of their revenue off their proprietary test for the 'breast cancer genes' BRCA1 and BRCA2. And business has been good. Their latest earnings release broke the news of not only a beat on earnings and revenue expectations, but reported revenue increase over 50%. Trend seems to favor MYGN here. Many women would like to know - do I have that gene or not? Still no test can predict with certainty if a woman will get breast cancer or not, but this is the best we've got for now. And wow is it popular. Earnings releaes here. 

 

Summing it Up

So that's NFLX, NCMI, ARMH, TSRA, and MYGN all surprising to the upside and looking at what looks to be at least steady futures. Who's next? More in the movie world like RGC and CNK (movie theater operators) or IMAX (movie technology)? Or from tech? medical? I'll be watching. This is what we all want isn't it? Yes, it's nice to get some bargains on those companies we thought we'd never get so cheap in retail, or medical technology or whatnot, but how nice to get into a company that's making money... even now. I hope to have several more blog posts like this throughout earnings season.Any more I'm missing?