Intelligent Speculator

AIXG – Aixtron (NASDAQ)
Aixtron reported Q1 results on May 8 and reported flat results. However, the company reaffirmed guidance which means the company should report considerable improvement in future quarters. I would continue to hold your shares.

CAAS – China Automotive Systems (NASDAQ)
The stock price of China Automotive Systems had a big jump after the company released impressive Q1 results but has sold off since. I think the stock price of CAAS has the potential to go much higher so I would be patient and continue to hold.

DTLK – Datalink (NASDAQ)
There has not been any major news released about Datalink. A positive article was written about the company though. I still rate the company a hold.

EGHT – 8×8 Inc. (NASDAQ)
8×8 reported Q4 results on May 24 and the company continues to show improvement. I would hold or accumulate more.

FEED – AgFeed Industries (NASDAQ)
I just recommended buying AgFeed. Here is the link.

MZC – Madcatz (AMEX)
Madcatz reported Q4 results last year on June 5 so they should report earnings pretty soon. I will provide an update then.

SILC – Silicom Limited (NASDAQ)
Silicom Limited has found support in the $8.50 range after unfairly selling off following Q1 results. I think the stock price will rebound in future quarters and I am going to give a recommendation to average down and accumulate some more shares at today’s closing price ($8.60).

SWIR – Sierra Wireless (NASDAQ)
The sell-off in Sierra Wireless has been a bit bewildering because the company reported very good Q1 results and gave nice guidance for Q2. An analyst also recently initiated an “overweight” rating on Sierra Wireless. I think there is a disconnect between the share price and the fundamentals of Sierra Wireless and I would continue to hold your shares.

Disclaimer: I have a position in SILC. I do not have a position in any of the other companies mentioned