Western Digital has never been better positioned to address this opportunity, with great people, deep technology, a broad product portfolio and strong customer and supplier relationships.
FORBES: Western Digital FY Q1 Tops Ests; Q2 Outlook Weak (Updated)
The group also says there should be limits on the GSEs' portfolio sizes and they should have strong capital requirements.
It is a slow growth business, but its leadership position, strong product portfolio and intellectual property will help its profitability and cash flows.
FORBES: HP's Earnings: Restructuring And Weak PC Market Will Be A Drag
Menlo has always had a strong enterprise portfolio and in the last two years has built out its consumer portfolio, particularly with its Menlo Talent Fund for seed funding, he says.
FORBES: Menlo Ventures Adds Venky Ganesan As Managing Director
In December, the company credited waning demand deteriorating for its office, home and cleaning products, despite its strong portfolio of consumer staples brands that include Paper Mate, Rubbermaid and Graco.
Pay attention to the market trends for the companies in your portfolio and make sure that they have strong, effective responses to market shrinkage or product commoditization or your investment is ultimately what will shrink in value.
Mr. Yang spoke to Duncan Mavin about the challenges of managing portfolio companies and an almost 200-strong private-equity team across a diverse region.
Many, many doors that had been closed to us were opened invitingly, if you like, and we have a very strong portfolio of commercial partners.
As the pitch noted: Lowes Corporation is a diversified holding company, with a large portfolio of cash, strong cash flows, and focused on long term value creation.
FORBES: Charity in Vegas -- Pro Stock Picks from the AFG Research Summit
There is no doubt that HP is getting a large patent portfolio, a strong team of engineers, and a proprietary operating system in Palm webOS, and it is reasonable to assume that HP did not have other ways to acquire such assets for less than the price it is paying for Palm.
As the supply pressures ease and mobile demand continues to remain strong, Qualcomm actually looks very well positioned with its broad portfolio of chipsets and diversified customer base, to make the most of its leading position in the mobile chipset market going forward.
FORBES: Little Impact To Qualcomm From Rumored Weak iPhone Demand
And then in the late stages of a business and economic cycle, our portfolio has a very strong correlatdion to traditional growth investing.
By having a clear goal and the start to a strong patent portfolio I got the sense that this was a company in it for the long haul.
The Japanese nuclear power industry needs a good dose of cleansing sunlight, and as we weigh our own energy portfolio we need to ensure we ground any energy industry in a strong culture of transparency, accountability, and safety.
Bonds are a strong and important part of just about any portfolio, but owning them blindly and without consideration of long-term return is ill-advised.
This is a great stock pickers market, and I expressed my opinion that the low of the year was likely in and it was time to consider building a core portfolio of strong acting stocks.
It has multiple options, across multiple market segments and it looks capable of developing a very strong adjacency portfolio too.
As an IV customer, RIM can now complement its own strong patent portfolio with access to IV's portfolio and can leverage IV's portfolio in its future licensing negotiations.
ENGADGET: RIM strikes licensing deal with Intellectual Ventures for 30,000 IP assets
IPOs will continue to be a viable exit channel for high-quality companies with strong growth prospects, and GPs are lining up portfolio companies for sale in the hopes of improved IPO conditions this year.
By this time, venture capital firms were circling, having sensed strong momentum and an increasingly audible buzz from their own portfolio companies who had used 99designs.
FORBES: How Both Crowdsourcing and Competition Sparked 99designs
Despite his conviction that stocks will remain in a bear market until a retest of the lows and a strong move up on high volume, Martchev's portfolio is currently 70% long on stocks.
The two companies will begin the work to integrate National as a unit of TI's Analog business, which will have a combined portfolio of nearly 45, 000 analog products, strong customer design tools, and a sales force that is 10 times larger than National's previous footprint.
ENGADGET: Texas Instruments wraps up purchase of National Semiconductor
For Mr. Kane, joining the likes of Yves Saint Laurent and Bottega Veneta in PPR's portfolio of 13 luxury labels gives him a strong shot at developing his own global brand.
"It's a pretty strong result, and has exceeded the market forecasts, " Sean Fenton, portfolio manager at Jenkins Investments said.
With a strong patent portfolio, Mitek is positioned as the leading innovator in mobile imaging software and currently provides its solutions to Fortune 500 financial services companies.
You can add to the list of potential benefits a diversified portfolio, better value than you might find in the U.S., strong appreciation and perhaps some rental income.
In the process, he made a strong argument that Atlas should make biotech part of its portfolio, which also includes Internet and communications companies.
We believe Juniper is entering 2013 in a strong position, with good opportunities in routing and switching and a greatly improved Enterprise security portfolio as we continue to deliver on the promise of the high performance network.
FORBES: Juniper Q4 Revs Light; EPS Tops Estimates; Shrs Slip
Stocks that are rated SELL or STRONG SELL are most likely to underperform the market and these are the potential shorts in the model portfolio.
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