Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Gemalto Offers Growth With Security

When it comes to technology, France doesn't get much love. Apart from a handful of companies like Alcatel-Lucent (ALU), Dassault, and Bull SAS, it's pretty slim pickings for the most part. Gemalto (OTCPK:GTOMY) is a notable exception, though, as this company is a world leader in smart cards and SIM cards and a leading player in the emerging near field communication (NFC)/mobile payment opportunity. Investors already prize Gemalto's growth potential, but these shares are worth a spot on investors' watchlists and may be more interesting to those who believe in a faster adoption curve for mobile payments and smart cards in the U.S. and China.

The Mobile Business - A Race Between Capabilities And Commoditization

Gemalto is an...

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