If you have cash to invest this month, I highly recommend these five below.
Here they are, in no particular order: Taiwan-based Silicon Motion Technology
(NASDAQ: SIMO ) has its hand in lots of hot markets and is a big player in flash
memory storage flash memory cards, USB flash drives, card readers and
solid-state hard drives. In fact, most of the NAND flash and next-generation
flash products on the market whether produced by Samsung (PINK: SSNLF ),
SanDisk (NASDAQ: SNDK ), Toshiba, Micron (NASDAQ: MU ) or Intel (NASDAQ: INTC )
are supported by Silicon Motion controllers. Silicon Motion also produces
multimedia chips including embedded graphics processors, image processors and TV
tuners. Lastly, it has been increasingly focused on controllers for smartphones,
tablets and notebook PCs, as well as wireless transceivers for 4G LTE
smartphones and tablets. In the third quarter, Silicon Motion's sales rose 25%
to $63.2 million compared with $50.5 million in the second quarter. Looking
forward, the analyst community is expecting annual fourth-quarter sales growth
of 51% and 88.9% earnings growth. In the past three months, the analyst
community has revised their consensus earnings estimate 32% higher a phenomenon
that typically precedes blowout earnings surprises. Questor Pharmaceuticals
(NASDAQ: QCOR ) likes a challenge. As a specialist of difficult-to-treat central
nervous system disorders, the company has been particularly successful with its
multiple sclerosis treatment, H.P. Acthar Gel. The company also makes Doral,
which is used for the treatment of insomnia. In the massive biotechnology
industry, Questcor is top-notch in terms of earnings per share growth and return
on equity. For the fourth quarter, the analyst community is expecting 127.4%
annual sales growth and 265.7% earnings growth of 38 cents per share. In the
past three months, the analyst community has revised their consensus earnings
estimate 32.6% higher. Typically, such positive analyst earnings revisions
precede future earnings surprises. Hansen Natural (NASDAQ: HANS ) is the
mastermind behind Monster, a dominant energy drink in the U.S. Looking at a can
of Monster Energy drink, the flashy staple of sleep-deprived college students,
one wouldn't think that the company's humble beginnings stem back to just
one father and three sons working with a juicer in Southern California. In fact,
although Hansen sells supercharged drinks like Monster and Java Monster, most of
its drink roster is actually very wholesome. For example, it has 30 real fruit
and spice soda flavors, a number of immune system-boosting drinks, vitamin
waters and an array of teas and lemonades. In recent quarters, Hansen Natural
has reported monster sales and profit growth. Third-quarter sales jumped 24%
from $381.5 million last year to $474.7 million this quarter. Over the same
period, net income also rose 24% to $82.4 million, or 88 cents per share. Plus,
speculation is heating up that Monster might be an acquisition target by Red
Bull or one of the major soft drink companies. With Red Bull's recent decision
to pull out of NASCAR as a sponsor, a monster acquisition might be just what the
energy drink maker needs to capture additional U.S. market share. Spectrum
Pharmaceuticals Inc. (NASDAQ: SPPI ) is familiar pharmaceutical company I once
discussed in the Top 5 Emerging Growth Stocks for December . Spectrum
specializes in oncology the treatment of cancer and currently has two cancer
treatments on the market: Fusilev, a treatment for advanced colon cancer, and
Zevalin, a treatment for a type of lymphoma. But what really excites me about
this company is what it has in its pipeline: Spectrum has more than 10 drugs in
either late-stage development or development! This includes Apaziquone, a
treatment for bladder cancer, Belinostat, another lymphoma treatment and
Ozarelix, a treatment of prostate cancer. This is a midsize biotechnology
company already at the top of the industry in terms of return on equity and is
about to experience blowout growth. Jazz Pharmaceuticals Inc. (NASDAQ: JAZZ )
has two flagship drugs Xyrem, the only narcolepsy treatment approved by the
World Anti-Doping Agency, and Luvox CR, its obsessive compulsive disorder
treatment. But there are a number of exciting developments on the near horizon,
including Jazz's massive buyout of Dublin-based Azur Pharma Ltd., which should
close within the next couple of weeks, and the company's subsequent moving of
its headquarters to Dublin. After the move, Jazz will be able to take advantage
of Ireland's competitive tax rate. The company's sales climbed 63.3% and
earnings surged 115.6% in the third quarter, and for the fourth quarter, the
analyst community is expecting 54% annual sales growth and 70.5% earnings
growth. Jazz Pharmaceuticals is flush with cash and recently prepaid $33 million
in long-term debt, and I'm excited to see how developments play out in the
company's next earnings release. Also, despite those who might think that Jazz
Pharmas bullish run looks tapped out , I remain optimistic.
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