• Why You Should See The Benefits In This High Quality Growth Play

    By Lee Samaha - August 19, 2013 | Tickers: CGNX, DHR

    How many times have you read an article that discusses a company with jam tomorrow growth prospects? Well it’s time to read one about a stock that is starting to deliver on its potential right now. Cognex (NASDAQ: CGNX) is the world leader in machine vision systems used in capturing and analyzing data from automated manufacturing processes. With the stock up over 52% in the last year, it’s more »

  • Electronics Companies Inside Your Automobile

    By Damon Churchwell - June 27, 2013 | Tickers: CGNX, MCHP, TEL

    In light of the strengthening automotive market, those that supply the auto OEMs are some of the better situated companies currently. Certainly, auto sales have a reverberating effect on the entire economy that benefit many sectors from auto parts to navigational system makers to upholsterers. Along those lines, a greater proportion of vehicle content is now electronic or semiconductor-based. Numerous companies, including existing manufacturers and electronics contractors, are looking to more »

  • Are Prospects Getting Better for This Industrial Stock?

    By Lee Samaha - May 2, 2013 | Tickers: CGNX, FAST, INTC

    It’s been a fascinating –if at times confusing-earnings season for the industrials. In the good old days all an investor needed to do was look at the ISM manufacturing index and generally expect his stock to trade in the direction of its trends. Not anymore. In this disjointed recovery all industrial sectors are equal, but some are more equal than others. The question is does your stock have exposure more »

  • The Hidden Upside in These Stocks

    By Lee Samaha - March 7, 2013 | Tickers: AMAT, CGNX, DOV, INTC

    Last year was a pretty tough one for the semiconductor industry. The year started off with the industry expecting a second half ramp that didn’t occur. In fact things got worse. All of which leads into a 2013 which sees, you guessed it, a second half ramp predicted.

    Frankly I think it is too simplistic to think about the industry in general terms. This may have been the case more »

  • What I've Been Buying and Selling This Quarter (Feb)

    By Lee Samaha - March 5, 2013 | Tickers: CGNX, CL, COV, CREE, WFM

    It’s the start of a new month and time to review quarterly performance and more importantly whether the process of writing investment thoughts out here and on my blog is helping performance or not. It was a decent performance in the quarter, up 12.3% vs. 6.9% for the S&P 500. For the sake of brevity I’m not going into my strategy, but you can find more »

  • Has This Growth Company Turned the Corner?

    By Lee Samaha - February 13, 2013 | Tickers: AA, CGNX, INTC, ROP

    Machine vision company Cognex (NASDAQ: CGNX) reported better than expected results and the market rewarded the company with an initial markup. I could stop the commentary right here but I think investors should look deeper into these numbers because there are a lot of things going on here. In summary I think the slowdown in the consumer electronics industry in 2012 has hit Cognex disproportionately hard, and if you consider more »

  • The Key Earnings For The Week of Feb. 11

    By Lee Samaha - February 11, 2013 | Tickers: CGNX, EQIX, PEP, RAX, WFM

    It’s another big week for earnings, and there are some interesting stocks reporting. So far this earnings season has been okay. The markets have been in benevolent mode, and even companies that missed estimates and guidance have seen recovery after an initial sell off. I can’t help thinking that a catalyst will come along and remind speculators that the glass might well be half empty after all. It more »

  • Hillenbrand: Does Manufacturing Equipment Need Consolidation?

    By Dana Blankenhorn - January 3, 2013 | Tickers: CGNX, HI

    Over time, most industries tend toward consolidation. One ambitious player does a “roll-up,” buying out smaller rivals, there are other moves in response, and within a short time there are just a few big players instead of lots of little ones.

    Process engineering, the equipment that runs factories, has resisted this. The machines that move material through a plant are highly specialized, and thus the Process Equipment Manufacturing Association consists more »

  • Reviewing My Portfolio

    By Lee Samaha - January 2, 2013 | Tickers: ADBE, AZO, CGNX, EFX, MJN

    At the end of every month I like to review quarterly performance and discuss some of the stocks that I researched entering into the quarter. It’s a useful activity for me because it helps me analyze what I am doing right and wrong; I hope readers find it interesting too. Performance was good in the quarter with a 16.5% gain resulting in 80.1% for the year. I more »

  • How To Play China in 2013

    By Lee Samaha - December 18, 2012 | Tickers: CAT, CGNX, CREE, INTC, JOY

    Investors looking for a read on the global economy usually take an interest in mining equipment company Joy Global’s (NYSE: JOY) results and in previous years they have had good reason. The two key drivers of its prospects in recent years have been Chinese demand for coal (more or less a proxy for steel demand) and US coal demand. In this article I want to highlight a few economic more »

  • Why This Long Term Dividend Payer is Worth a Look

    By Lee Samaha - November 28, 2012 | Tickers: BHI, CGNX, DOV, INTC, NOK

    Dover Corporation (NYSE: DOV) is one of those industrial companies that the market never seems to knowingly overvalue, and everyone is cautious with it as a consequence. It strikes me that industrial cyclicals are always going to be relatively undervalued because investors can’t be sure how a company will be positioned coming out of a slowdown. In Dover’s case, I think its long term history of performance deserves more »

  • Is the Short Term Risk Worth Taking for This Growth Story?

    By Lee Samaha - November 5, 2012 | Tickers: AA, CGNX, FDX, INTC, ROP

    Anyone left with any residual doubt that the industrial sector is slowing would only need to look at Cognex’s (NASDAQ: CGNX) latest set of results in order to have their worst fears confirmed. Overall revenue was flat and sales in its factory automation segment were only up 4% and were flat on a sequential basis. However, don’t be too put off by this intro. This stock has some more »

  • The Earnings to Look out for This Week

    By Lee Samaha - October 26, 2012 | Tickers: AGN, CGNX, EQIX, PFE, EL

    It’s another big week for earnings as earnings season starts to wind down. I’m going to pick out some selected companies to focus on with a view on building up an overall picture of the global economy. So far I think it’s fair to say that the results have highlighted that there is some geographic dispersion in current prospects.

    The US appears to be strengthening and Europe more »

  • Picking Robotics Stocks is Complicated; Some are a Waste of Time

    By Frank Tobe - September 25, 2012 | Tickers: ADEP, AVAV, CGNX, FARO, ISRG, IRBT, MAKO, TRMB

    By Frank Tobe, Editor and Publisher, The Robot Report

    A copy of this article also appeared on,
    IT Business NetA New Domain Net and ECN Magazine

    "Pure play" is an investment term that refers to a company which is exclusively focused on a particular product or service. An investor buys stock in pure play companies in order to obtain a market share in the industry as well more »

  • Time to Buy Into This Great Long Term Growth Story?

    By Lee Samaha - September 21, 2012 | Tickers: AMAT, CGNX, DHR, FDX

    Cognex (NASDAQ: CGNX) is one of those stocks that you really want to like. Its long term growth prospects are very good and its management always ‘tell it like it is’ regarding the company’s prospects. Throw in the humor with its highly entertaining results presentations and it’s hard not to feel engaged by this company. I strongly recommend looking at its annual reports in order to see how more »

  • Looking for Big Dividends? Think Small (Caps)

    By Brian Shaw - August 28, 2012 | Tickers: ASEI, CWT, CGNX, CLCT, GOV

    The first place that investors typically look for companies to populate an income-producing portfolio are well known mega caps such as Coca-Cola, Johnson & Johnson, Procter & Gamble.  To be clear, these companies are excellent candidates for dividend portfolios given the stability created by the long history of reliable dividend growth that has earned each company a spot on the elite list of dividend aristocrats.  In fact, I recently wrote about some more »