I know Abiomed has been a Saul stock previously and I have mentioned CEVA, Mazor & NetEase here and on the NPI board before but FWIW they all seem to be in breakout mode hitting all time highs right now.
Getting tempted to take some Abiomed off the table before St Jude comes in with its trial results around year end. Also medical investments might sour after the election results given some of the comments from Clinton and Trump.
Ceva is in the slip stream of IOT, virtual reality and self driving cars so definitely in the right space at the right time. If anyone of these is a winner for them they will do well. They are also benefiting from Intel’s win with the iPhone which if it includes CEVA has got them some big volume business - watch out for the tear down analysis.
Mazor has completed its second tranche of the Medtronic buy in - the relationship is clearly going well paving the way for commercial success and a potential buy out supporting the stock price.
Netease was the cheapest Chinese internet stock on the planet last year and has appropriately been revalued upwards with the tsunami of the Chinese online gaming trend.
Ant