Friday, April 11, 2008

Audio Interview: Darrell Brookstein - Nanotech Investing

Dear Nanotechnology.com Member,
Today, The Wall Street Reporter sent out the following email to their 50,000 subscribers and we thought you might enjoy listening as well. Please note that Mr. Brookstein was misquoted accidentally in the blurb below. Of course, he did not say, “nanotech initiatives and nanotech assisted products accounted for over $1 trillion in sales of last year”; he said “nanotech initiatives and nanotech assisted products accounted for billions of dollars in sales last year.”

Click the “Listen Now” button below to hear the 22-minute interview, now.

Wall Street Reporter Idea of the Day: 7 Stocks for the Coming Bull Move in Nanotech

To view an online version of this email, click here.

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April 9, 2008 - IDEA OF THE DAY

SMART MONEY INTERVIEWS - IDEA OF THE DAY

7 Stocks for the Coming Bull Move in Nanotech
Darrell Brookstein; Nanotech Company, LLC


icon_wsr.gifDarrell Brookstein, founder of the Nanotech Company, LLC, has correctly been bearish on nanotech stock prices for years now, but when the nanotech index hit a 5 year low recently he began searching for values. Darrell tells us that 140 of the Fortune 500 companies have announced nanotech initiatives and nanotech assisted products accounted for over $1 trillion in sales of last year.
While a five year low does not mean an instant turnaround, Darrell believes that in a "Boom Bust" sector like Nanotech we could see a short-term (2 weeks - 2 months) rally from the following companies. Darrell recommends using tight stops to protect capital:

Analog Devices [NYSE:ADI] $30 down from $40 - Known for High performance signal processing. They do lots of work in MEMS (Microelectromechanical systems). The January low of $26.16 is an important long-term stop-loss

Altera Corp. [NASDAQ:ALTR] $19 down from $25 - Makers of integrated circuits and other "Nano-semi's". Darrell says long-term traders should consider a stop-loss at $16.12, the recent January low.


Xilinx [NASDAQ:XLNX] $23 up from 20 recently - Darrell recommended this stock at $21.80 and thinks current levels provide an excellent opportunity for a short-term move.


Bentley Pharma [NYSE:BNT] $14 up from $8 - This stock has seen a nice run, but Darrell feels it may go to the mid $15 range. And boy was he right! Just days after our interview, Bentley caught a $360 million bid from TEVA.

Formfactor [NASDAQ:FORM] $19 down from $48 - Known for testing the circuitry of semiconductor wafers without destroying them, a large problem right now. A recent lowering of Q1 guidance will undoubtedly put the stock price under some pressure.
MTS Systems [NASDAQ:MTSC] $23 down from $48 - They are involved with testing of bio-medical devices and also automotive testing products. Their sensor division sells to many types of manufacturing facilities all over the world.

Cabot Microelectronics [NASDAQ:CCMP] $32 down from $46 - Specializes in the polishing of wafers, a very necessary process in semiconductor production. Cabot trades with a foreword P/E of 15 and a PEG ratio of 0.86.