Helix Investment Research
Long only, special situations, contrarian, growth

RF Micro Devices: A Return To Growth Set To Reward Shareholders

RF Micro Devices (RFMD) has historically been a volatile stock. Shares approached $90 during the dot-com bubble, only to fall below 80 cents amidst the financial crisis. And over the past several fiscal years, RF Micro Devices (hereafter referred to as RF Micro) has seen inconsistent results, especially in fiscal 2012. But the RF Micro of today is not what it once was. The company has a clear path to further revenue growth, and with management aggressively expanding the company's gross margins, while keeping operating expenses in check, EPS growth is set to dramatically outpace revenue growth in both the current year and the year to come. However, little of this is reflected in RF Micro's present share price, and...

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