Cantor Fitzgerald's Conviction Calls For 2013

January 9, 2013 12:15 PM EST
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Cantor Fitzgerald today revealed its list of 'Conviction Calls for 2013'. The list includes 23 stocks in 13 sectors of the market. Life Science Tools and Diagnostics is one interesting area included in the list.

"We estimate an overall LST end-market growth rate of low- to mid-single digits driven by a low-single-digit decline in academic spending globally, flattish growth in the industrial segment, low-single-digit growth in bio-pharmaceuticals, and mid- to high-singledigit growth in the applied markets," said analysts.

While these comments do not appear overly bullish, Cantor is positive on a couple of names in the space including Thermo Fisher Scientific (NYSE: TMO) and Fluidigm (Nasdaq: FLDM).

Cantor thinks TMO remains well positioned to outperform its peer group over the next 12-18 months and analyst have little criticism of management. While important, the more interesting call is probably Cantor’s second pick, FLDM.

Commenting on Fluidigm, Cantor said, "We think FLDM is well positioned to achieve 20+% growth on the top line in 2013, with the single-cell genomics business its single most important growth driver. As a reminder, FLDM launched a first-of-its-kind sample prep system, C1 Single-Cell Auto Prep, for single-cell genomics analysis in June of 2012, with the initial application as the sample prep system for FLDM's own BioMark and BioMark HD systems. In December, FLDM introduced the first C1 application for next generation sequencing (single cell sample prep for mRNA sequencing), which is a much larger addressable market, and is also developing other NGS applications such as microRNA and targeted DNA sequencing, which should further expand the addressable market opportunity."

Clean Technology and Energy Efficiency is another interesting area highlighted in the report. Here, analysts made very bullish comments on led lighting company, Cree, Inc. (Nasdaq: CREE).

"Cree has been driving the technology roadmap with higher efficacy LEDs and better LED fixtures for the past two years, and we believe that the company is now positioned to turn technology leadership into market share gains and improved profitability," said analysts.

Cantor believes CREE is entering a period of solid, sustainable growth.

The following is a complete list of the 23 names highlighted in the report. All the stocks listed below are Buy-rated.

Ashford Hospitality Trust Inc (NYSE: AHT), Celgene Corporation (Nasdaq: CELG) Celldex Therapeutics, Inc. (Nasdaq: CLDX) Cree, Inc. (Nasdaq: CREE) Expedia Inc. (Nasdaq: EXPE) Facebook, Inc. (Nasdaq: FB) Fluidigm Corporation (Nasdaq: FLDM) Forest Laboratories Inc. (NYSE: FRX) HCA Holdings, Inc. (NYSE: HCA) Host Hotels & Resorts Inc. (NYSE: HST) Juniper Networks, Inc. (NYSE: JNPR) Post Properties Inc. (NYSE: PPS) RF Micro Devices Inc. (Nasdaq: RFMD) Riverbed Technology, Inc. (Nasdaq: RVBD) Sirona Dental Systems Inc. (Nasdaq: SIRO) SL Green Realty Corp. (NYSE: SLG) Salix Pharmaceuticals Ltd. (Nasdaq: SLXP) Safeway Inc. (NYSE: SWY) Thermo Fisher Scientific, Inc. (NYSE: TMO) Unilife Corporation (Nasdaq: UNIS) Vanguard Health Systems Inc. (NYSE: VHS) Walgreen Co. (NYSE: WAG) Wynn Resorts Ltd. (Nasdaq: WYNN).

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