Over time, for Google, that strategy has played out well. I’m banking on the same with Baidu.com, Inc. (ADR) (NASDAQ:BIDU), and the company’s stock can be had for just 13 times projected 2013 earnings.
Stratasys, Ltd. (NASDAQ:SSYS)
3D Systems was actually the 3-D printing company from this portfolio that made some noise in April. The company came out with earnings that showed revenue increases of 31% — though that has to be kept in context with the fact that organic growth was 22%. The difference in numbers comes from the fact that 3D Systems is a serial acquirer, something the company continued with immediately following its earnings release.
But it’s Stratasys, Ltd. (NASDAQ:SSYS) that I’m tapping for this month’s buy — not because 3D’s acquisition route is necessarily bad. I’m just far more comfortable with how Stratasys, Ltd. (NASDAQ:SSYS) looks for fewer, more strategic acquisitions — like Objet in 2012.
The company will be coming out with earnings on May 13. I’m expecting continued strong results from the company’s Fortus line — which focuses on actual production using 3-D printers — while my interest will be piqued by how the new Mojo printer, a more consumer-facing product, sells.
The article 3 Buy Now Stocks from the “World’s Greatest Growth Portfolio” originally appeared on Fool.com and is written by Brian Stoffel.
Fool contributor Brian Stoffel owns shares of Apple, Google, Amazon.com, LinkedIn, Starbucks, Baidu, Whole Foods Market, Lululemon Athletica, Intuitive Surgical, Westport Innovations, Stratasys, and IPG Photonics. The Motley Fool recommends 3D Systems, Amazon.com, Apple, Baidu, Google, Intuitive Surgical, IPG Photonics, LinkedIn, Lululemon Athletica, Starbucks, Stratasys, Westport Innovations, and Whole Foods Market. The Motley Fool owns shares of 3D Systems, Amazon.com, Apple, Baidu, Google, Intuitive Surgical, IPG Photonics, LinkedIn, Starbucks, Stratasys, Westport Innovations, and Whole Foods Market and has the following options: Short Jan 2014 $36 Calls on 3D Systems and Short Jan 2014 $20 Puts on 3D Systems.
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