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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details