TheStreet.com has a lengthy piece on our most recent addition to the portfolio Power-One (PWER). Normally, I like to do an indepth write up on a stock the first time it is introduced, but since it was part of a larger bevy of purchases I did not have the time. This article actually does a quite good job, so I won't recreate the wheel. The situation here is very reminiscent of Polypore International (PPO) where you have a new high growth secular component (lithium) within a relatively staid business... with Power-One these inverters are taking off.
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