Adobe Systems (Nasdaq: ADBE)
Having completed the acquisition of Macromedia in 2005, Adobe is one of the most diversified software providers in terms of breadth of products as well as customer base. Best known for its venerable Flash® (dynamic digital content), Illustrator® (graphic artwork), Photoshop® (photo editing), Dreamweaver® (web development) and Acrobat® (document creation and distribution) product lines, Adobe sells to retail consumers, graphics professionals, and enterprise software users. It has operations in the Americas, Europe, Middle East and Africa, and Asia. Adobe has perhaps one of the best growth prospects of the major large-cap software stocks over the foreseeable future, with estimated 3 …
Applied Materials
Applied Materials (Nasdaq – AMAT) is the leading provider of semiconductor capital goods equipment in the world. Only about a quarter of Applied’s business volume comes from North America and Europe combined. The vast majority comes from Japan, South Korea and the Asia-Pacific zone. Applied has four business segments: 65 percent of revenues come from the Silicon segment (equipment for chip fabrication and particle deposition processes); 23 percent from wafer Fab Solutions (clean room and robotics equipment); 10 percent from Display (equipment used for TV flat panel displays, computer displays, etc.); and the balance from Energy and Environmental Solutions, including …
Chipotle Mexican Grill, Inc.
Chipotle Mexican Grill (CMG – NYSE) operates fast, casual, fresh Mexican food restaurants serving burritos, tacos, bowls and salads. Through its vision of “Food with Integrity,” Chipotle is seeking better food that is sustainably grown and naturally raised with respect for animals, the land and farmers. The Company has about 700 restaurants in 33 states, almost all of which are company-owned. Chipotle is a well-executed concept and great growth-stock story. The company has consistently beaten consensus earnings estimates since going public and over the last five years revenues have grown between 30 and 55 percent. Strong growth across all of …
Hologic (HOLX)
Hologic (HOLX – NASDAQ) is a developer, manufacturer and supplier of diagnostic and medical imaging systems that primarily serve women’s healthcare needs through three segments: mammography and breast care (75 percent of fiscal 2006 revenues), osteoporosis assessment (15 percent of revenues), and other (10 percent of revenues). The company recently acquired Cytyc, which dominates the cervical cancer testing market. Hologic holds a leading market position in breast cancer and osteoporosis detection in the US and stands to benefit from the acquisition of Cytyc, which has 70 percent share of the cervical cancer testing market. This deal will grant Hologic leadership …
Fresenius Medical Care (FMS)
Fresenius Medical Care (FMS – NYSE) is the world’s largest kidney dialysis company, offering both dialysis products and services. It provides dialysis treatment (75 percent of 2006 revenues) at its own dialysis clinics and supplies these clinics with dialysis products (25 percent of revenues). The company also sells dialysis products to other service providers. At year-end 2006, FMS had provided dialysis treatment to approximately 163,500 patients in 2,108 clinics located in over 25 countries. In a $70 billion global dialysis market, FMS has a leading 30 percent market share in the product market and a 10 percent share in the …
PowerShares Global Clean Energy Portfolio (PBD)
The PowerShares Global Clean Energy Portfolio (PBD – AMEX) is a global clean energy exchange traded fund (ETF) that was launched in June. It is significantly more diversified than the PowerShares WilderHill Clean Energy Portfolio (PBW), which was launched in early 2005. That makes it the best single security for investors to gain exposure to the booming market for clean energy. The underlying index (the WilderHill New Energy Global Innovation Index – NEX) contains 87 stocks versus 43 in PBW. Because it is able to own shares of foreign companies that don’t trade on U.S. exchanges, PBD offers a much …
Color Kinetics
A rapidly growing LED lighting company that designs, markets and licenses intelligent soild-state lighting systems. …
Baxter International
A leading global health care products firm with a very strong sustainability commitment. …
Baldor Electric Company
As Trillium continues to seek investments that will benefit from an increased worldwide focus on clean energy and energy efficiency, Baldor stands out as a high quality, profitable firm whose products are part of the solution. …
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