This article is part of our Rising Star Portfolios series.
What happens when Titletown squares off against the City of Champions? Well, Round 1 went to Titletown, as the Green Bay Packers defeated the Pittsburgh Steelers last Sunday in the Super Bowl. Rising Star Alex Pape, however, wasn't giving up on the Steel City. Check out a summary of his most recent buy recommendation below, along with our other Rising Star picks for the week.
Rising Star Buy: Ampco-Pittsburgh
Alex loves small, unknown, and unloved companies, so Ampco-Pittsburgh (NYSE: AP), a producer of equipment of the steel industry, is a perfect fit for his portfolio. With promising international prospects and a strong management team, the company's future appears very bright.
Alex notes that "management has a strong track record of investing for the long term." Despite that performance, this stock is cheap, according to Alex's model. Read his article to hear his complete case.
Rising Star Buy: TriQuint
Earlier this week, Rising Star Eric Bleeker purchased shares of TriQuint (Nasdaq: TQNT), a provider of radio frequency components for smartphones, for his portfolio. Eric believed that TriQuint and competitors like RF Micro Devices (Nasdaq: RFMD) and Skyworks (Nasdaq: SWKS) "face a huge opportunity as the mobile world shifts from the old-fashioned feature phones to technologically advanced smartphones."
The day after Eric announced his intent to buy shares, however, he learned that the company's chips weren't found on the Verizon (NYSE: VZ) edition of the iPhone 4. Apparently, in Eric's words, TriQuint was "unable to meet the demand for the CDMA iPhone from Apple (Nasdaq: AAPL)." Despite, this setback, Eric went forward with his purchase; he views the news as a speed bump that won't negatively affect his long-term thesis. For more of his thinking, read his buy recommendation as well as his thoughtful follow-up article.
Rising Star Buy: InnerWorkings
Befitting his Rule Breaker mentality, Rising Star Sean Sun bought shares this week in InnerWorkings (Nasdaq: INWK), a disruptive provider of print procurement solutions. Sean feels he's getting in early on this company, which has tremendous possibilities.
InnerWorkings has grown its revenue from $5 million to $460 million since 2002, and it's now looking to ramp up its international presence. Sean thinks the company is trying to increase its share of the $400 billion print market, which should lead to continued high growth in the future. To learn more about Sean's thesis, read the entire article.
We keep score
In three months, our Rising Stars have purchased shares of 65 companies for their real-money portfolios, and have delivered an accuracy rating of 65% on Motley Fool CAPS. Be sure to check out all of our picks and accompanying pitches on CAPS.
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This article is part of our Rising Star Portfolios series, where we give some of our most promising stock analysts cold, hard cash to manage on the Fool's behalf. We'd like you to track our performance and benefit from these real-money, real-time free stock picks. See all of our Rising Star analysts (and their portfolios).
