Veeco Instruments, Inc.

  • Cupps Capital Is Going Big In Chi-Town

    By Meena Krishnamsetty - May 24, 2013 | Tickers: FNGN, N, TSLA, URI, VECO

    Cupps Capital Management is a Chicago-based investment management firm serving institutional investors through separately managed accounts since 2000. Mr. Drew Cupps is President and Chief Investment Officer of the firm, and has built a fund with over $951 million in assets under management.

    A top trio

    NetSuite (NYSE: N) is at the first spot with 481,063 shares during the quarter, 66,215 shares less compared to December 2012. Despite more »

  • Brighten Your Portfolio With LEDs

    By Declan Fallon - April 22, 2013 | Tickers: CAJ, CREE, VECO

    The headlines are putting stocks into a mini-spin, although stocks will have to fall a long way for bears to claim any real victory. In this environment, it's all too easy to focus on the rally's big winners and watch profit takers nickle-and-dime such stocks lower. Better is to go looking for value in stocks which have avoided attention, but may be falling in sympathy with what's more »

  • Brighten Your Portfolio with LEDs

    By Declan Fallon - April 17, 2013 | Tickers: CAJ, CREE, VECO

    The headlines are putting stocks into a mini-spin, although stocks will have to fall a long way for bears to claim any real victory. In this environment, it's all too easy to focus on the rally's big winners and watch profit takers nickle-and-dime such stocks lower. Better is to go looking for value in stocks which have avoided attention, but may be falling in sympathy with what's more »

  • Is This Solar Equipment Provider Undervalued?

    By Shobha Narasimha - February 26, 2013 | Tickers: GTAT, LDK, VECO

    GT Advanced Technologies (NASDAQ: GTAT) is one of the largest equipment providers for the solar and LED industry. In the last year its stock price has declined more than 60%, and now is in range of its 52 week low.  A 52 week low is never a buy signal for any company--it just means investors are pessimistic about the company’s future. Let us take a look at what is more »

  • Cree Is Already Up 45%--What to Expect Next

    By Chris Lau - February 7, 2013 | Tickers: CREE, RBCN, VECO

    Cree (NASDAQ: CREE) shares are up 45% in the quarter. By most metrics, shares are now over-valued. Cree trades at a P/E of over 90, a forward P/E of over 25, and a PEG (price-to-earnings growth) of 4.5.

    After the run-up, did investors already miss the boat? When shares move up rapidly and by a large amount in such a short amount of time it should scare more »

  • Multi-Billion Dollar Hedge Fund’s Most Promising Stock Picks

    By Meena Krishnamsetty - January 28, 2013 | Tickers: GOOG, EDU, SINA, VECO, YELP

    Hedge funds generate a significant fraction of their alpha from small-cap stocks, primarily because the information surrounding this space is less efficient. At Insider Monkey, we've empirically tested this phenomenon, and according to our analysis, hedge funds’ top small-cap picks generate an alpha of about 120 basis points per month.

    We started publishing a quarterly newsletter at the end of August, and since then, until the end of December more »

  • Should You Invest in This Promising Solar Company?

    By Meena Krishnamsetty - October 18, 2012 | Tickers: FSLR, SUNE, SPWR, TSL, VECO

    Altai Capital, managed by the trio of Rishi Bajaj, Toby Symonds, and Steve Tesoriere, is a mid-sized hedge fund with an estimated $620 million in assets under management. Altai uses a variety of investment strategies and has roughly half of its capital allocated in U.S equities. With a 13F portfolio of just under $200 million, the fund has a strong focus on the technology sector, most notably in MEMC more »

  • What Cree Reveals about the LED Industry

    By Lee Samaha - August 18, 2012 | Tickers: AYI, CREE, GE, HUB-A, VECO

    Cree (NASDAQ: CREE) recently gave a mixed bag of results although the market sent the stock sharply higher. This is probably due to the fact that -- for the first time in five quarters -- Cree beat market estimates and because the stock went into relief rally mode.  In summary, whilst the results were mixed for Cree, I think there is enough "color" in the numbers and in the surrounding commentary to more »

  • Rubicon Technology has Investors Seeing Double

    By Phillip Woolgar - August 10, 2012 | Tickers: AIXG, RBCN, OLED, VECO

    After Rubicon Technology INC (NASDAQ: RBCN) came off its second-quarter report on Aug. 2, many expected the stock to take off. After all, the company posted a 67% increase from its previous quarter. But the days ahead would prove anything but bullish for this optical technology stock.

    Why, you ask? Well, as many Foolish investors know, determining the quality of a stock isn't based entirely on the latest quarterly more »

  • A Turnaround Story in the Midst of Gloom

    By Harsh Chauhan - August 3, 2012 | Tickers: CREE, VECO, WDC

    Cities going bankrupt, the sovereign debt crisis, the LIBOR scandal, brokerages making merry with customer accounts; such news, among many other negative reports that we have known this year, are no less than staple diet for investors, analysts, economists and many of our ilk nowadays.

    Every day, we wait to see if there’s anything new that has gone wrong, we have various data coming out which shows that the more »

  • Cree Will Light The Future

    By Meena Krishnamsetty - June 26, 2012 | Tickers: CREE, GE, VECO

    The first time that I went caving, not so many years ago, I did so with a borrowed carbide lamp, a Rube Goldberg contraption that generates acetylene gas from calcium carbide and water. Acetylene burns brightly and was the lighting method of choice for cavers and miners for decades after battery-powered lamps became available. Incandescent lights chew up batteries rapidly and get dimmer and dimmer as the juice evaporates.

    These more »

  • Get the LED Out

    By Peter Pham - June 15, 2012 | Tickers: AMZN, BNO, VECO

    There has been a lot of excitement in the LED lighting space lately as new innovations in design and production are helping to bring down the price of LED lighting systems, making it an increasingly attractive alternative to conventional lighting methods. As increasing energy costs continue to cause concern around the world, there is a growing interest in new technologies with the potential to generate long term savings. While the more »

  • Veeco's Outlook Signals an Inflection Point for LEDs, but how to Invest in it?

    By Lee Samaha - May 2, 2012 | Tickers: AIXG, CREE, VECO

    There are a number of interesting and, at times, conflicting trends running through the LED marketplace at the moment. Increasingly, a consensus amongst market participants is being created towards the idea that a point of inflection has been passed. However, longer term, there seems to be significant variance in the outlook from both a geographic and industry perspective. Investors really need to be discerning about the best way to play more »

  • Cree Disappoints, But is it Set for an Upside Surprise?

    By Lee Samaha - April 18, 2012 | Tickers: AIXG, CREE, LEDS, VECO | Editor's Choice

    LED manufacturer Cree (NASDAQ: CREE) gave results recently, and disappointed the market by not only missing estimates but also issuing guidance which was below market estimates. Essentially, Cree is in a high growth industry but it has failed to hit market estimates for the last four quarters in a row. There can be a certain amount of sympathy for the management because this is an industry with short lead times more »

  • The LED Industry Disappoints Again

    By Lee Samaha - April 6, 2012 | Tickers: AIXG, CREE, LEDS, VECO

    Beleaguered investors in SemiLEDS (NASDAQ: LEDS) must have felt they were due a break with the latest set of results, but true to form, SemiLEDS disappointed and guided the next quarter below the market consensus. This is the latest development in an industry that has been suffering with overcapacity and uncertainty relating to the timing and/or viability of Chinese LED subsidies. This is definitely an industry wide issue and more »

  • 4 Cash-Rich Companies that Show Strong Value

    By Brian Gorban - January 3, 2012 | Tickers: BVSN, OVTI, TSRA, VECO

    There are many factors one can look at to see if a stock is undervalued and/or poised to move higher. One of my favorites is to buy companies trading at two-thirds or less their net current asset value as Benjamin Graham, who deserves all the credit for establishing this criteria, found that companies displaying this characteristic more often than not traded higher over the long-term.

    This is simply calculated more »