Engineers Use 3D CAD and Simulation To Customize Products With Quick Modifications, Testing, and Demonstrations

Virginia Tech Students Advancing the Possibilities with SolidWorks 3D CAD Software

SolidWorks Drives Custom 3D CAD Models, Helping the Company Outperform Competition

Donates $1 for Each Download of SolidWorks SustainabilityXpress Solution to Hybrid Auto Design Competition

BRASILIA, Brazil, Nov. 13 UPI -- Adding to an already heated contest, France's Dassault has criticized Swedish and U.S. competitors for a lucrative jet fighter deal, saying they weren't playing fair. The accusation illustrated the pressure Dassault was facing and a handful of other military companies vying for a share...

The worlds aerospace companies have been hurt badly by the global recession. This has not only caused sales of civil aircraft to fall but also reduced domestic defense budgets. Lower spending has made it harder to keep sales and revenues up for all defense contractors around the world....

The worlds aerospace companies have been hurt badly by the global recession. This has not only caused sales of civil aircraft to fall but also reduced domestic defense budgets. Lower spending has made it harder to keep sales and revenues up for all defense contractors around the world....

Earning Release Everest Re Group’s (NYSE:RE) 1Q 09 adjusted total revenues were in line with our estimate as better-than-expected premiums were offset by significantly weaker net investment income. Adjusted net income was lower than our forecast reflecting higher-than-expected total claims and underwriting expenses during the quarter. In 1Q 09 the company purchased 40.0% of its [...]

Dassault Systemes S.A.’s (Dassault) 1Q 09 top-line remained flat y-o-y, led by marginal growth reported in its Software segment on account of economic conditions having impacted the uptake of new licenses. Operating and net income declined significantly on account of higher cost of operations and tax charges. Despite lower-than-estimated 1Q 09 results, we maintain our [...]

Eli Lilly and Co. (LLY) is entering a challenging period, brought about by recent pipeline disappointments, most notably uncertainty surrounding its antiplatelet drug, Prasugrel. Although we believe the underlying fundamentals of the company remain solid, pipeline setbacks and lack of clarity on prasugrel will likely limit the upside to the stock. We also believe that sales of Zyprexa, for schizophrenia and bipolar disorder, will begin to decline in 2008 as generic Risperdal eats into market share. Underlying value should continue... [More...]

This article is a reprint of my February 8, 2008 RealMoney column One of my favorite investment themes is engineering and infrastructure software, which I think combines the high margins and cash flow stability of a software investment with the positive long-term trends in global infrastructure development. I think investors can profit handsomely from a potential [...]

UPGRADES
Gold Fields GFI CIBC Wrld Mkts Sector Underperform » Sector Perform
Yamana Gold AUY CIBC Wrld Mkts Sector Perform » Sector Outperform
Agnico-Eagle Mines AEM CIBC Wrld Mkts Sector Perform » Sector Outperform
Kinross Gold KGC CIBC Wrld Mkts Sector Perform » Sector Outperform
Avocent AVCT Needham & Co Hold » Buy
Dime Community DCOM Stifel Nicolaus Sell » Hold
Baxter BAX Citigroup Hold » Buy
Helen of Troy HELE Jefferies & Co Hold » Buy
Western Refining WNR Deutsche Securities Sell » Hold
Dassault Systems DASTY Deutsche Securities Hold » Buy
Hutchison Telcom HTX Citigroup Sell » Buy
Satyam Computer SAY Lehman Brothers Underweight » Overweight
Wipro WIT Lehman Brothers Underweight » Overweight
Infosys INFY Lehman Brothers Equal-weight » Overweight
Avocent AVCT Robert W. Baird Neutral » Outperform
Fed Investors FII UBS Neutral » Buy
Starbucks SBUX Banc of America Sec Sell » Neutral

DOWNGRADES
Teradyne TER AmTech Research Buy » Neutral
Novellus NVLS AmTech Research Buy » Neutral
Lam Research LRCX AmTech Research Buy » Neutral
Kulicke & Soffa KLIC AmTech Research Buy » Neutral
KLA-Tencor KLAC AmTech Research Buy » Neutral
Intevac IVAC AmTech Research Buy » Neutral
FEI Company FEIC AmTech Research Buy » Neutral
Applied Materials AMAT AmTech Research Buy » Neutral
MIPS Techs MIPS Longbow Buy » Neutral
ViaSat VSAT Collins Stewart Buy » Market Perform
Western Digital WDC Caris & Company Buy » Average
Seagate Tech STX Caris & Company Above Average » Below Average
Pharmasset VRUS Stifel Nicolaus Buy » Hold
Circuit City CC Cowen & Co Outperform » Neutral
Best Buy BBY Cowen & Co Outperform » Neutral
Brinker EAT KeyBanc Capital Mkts Hold » Underweight
Intuitive Surgical ISRG Wachovia Outperform » Mkt Perform
Shoretel SHOR Janney Mntgmy Scott Buy » Neutral


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Cramer talked about companies that beat earnings estimates so consistently that they bring it to an art form. Teledyne Technologies Incorporated ( TDY) was cited because over the last two years they have beat by an average of 15% every quarter. Jim thinks this is due to a smart acquisition strategy and the connection with aerospace and defense along with oil. They accelerate growth by identifying smart acquisitions that give them more products to offer in businesses they already operate in. Along with the growth the stock is cheap as well with a great growth rate. If you wait for a pull back you will get the stock even cheaper. Even better is ANSYS Inc. ( ANSS). ANSS is an engineering software company that has either met or beat estimates every quarter for the past 10 years. The first and fourth quarters have traditionally been strong as well. If the economy continues to lag this stock should do well because 65% of their business comes from overseas and 68% of revenue is recurring. This stock is not cheap, it is cheaper than competitors like MSC Systems and Dassault Systemes S.A. ( DASTY). TDY and ANSS have always beat earnings and there is noting that says they will stop now.
EARNINGS VIDEO

With shares of Ansys (ANSS) up 100% over the last two years and more than 1,200% over the last seven, it hardly qualifies as undiscovered. However, with only four analysts covering the stock – and none from bulge bracket investment firms, the stock may remain under-appreciated. Earnings have exceeded estimates by a wide margin for several [...]