3D Systems (DDD)
Positives:
Solid revenue growth (23%).
$377M cash vs. $10M debt.
Positive cash flows ($24M operating, $13M free).
Only 3D printing stock with positive margins (3% profit, 6% operating), ROA (2%), ROE (2%).
Negatives:
Absurd 152 P/E, though forward 29 P/E is a bargain.
Negative earnings growth (-83%).
Heavily shorted (38%).
Stratasys (SSYS)
Positives:
62% revenue growth.
$459M cash vs. $50M debt.
22% of shares owned by insiders.
Negatives:
No earnings as of yet; though forward P/E of 26 is a bargain.
Negative profit/operating margins (-4%) and ROA/ROE (-1%).
Here's my current portfolio (growth, dividend, and speculative (hey, there is no speculative!)). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 12.67%
Tesla Motors (TSLA) 9.14%
Baidu (BIDU) 7.21%
Google (GOOG/GOOGL) 5.95%
3D Systems (DDD) 4.62%
Stratasys (SSYS) 4.00%
Under Armour (UA) 3.37%
Ace Limited (ACE) 3.14%
Amazon (AMZN) 2.90%
Intuitive Surgical (ISRG) 2.72%
Southern Copper (SCCO) 2.61%
Blackstone (BX) 2.48%
Twitter (TWTR) 2.23%
Nike (NKE) 2.13%
Wells Fargo (WFC) 1.81%
BlackRock (BLK) 1.79%
Qihoo 360 (QIHU) 1.74%
Microsoft (MSFT) 1.73%
Intel (INTC) 1.66%
American Software (AMSWA) 1.58%
ConocoPhillips (COP) 1.57%
Alibaba (BABA) 1.49%
DuPont (DD) 1.44%
Boeing (BA) 1.42%
EMC (EMC) 1.35%
McDonald's (MCD) 1.15%
American Express (AXP) 1.05%
F5 Networks (FFIV) 1.00%
Starbucks (SBUX) 0.99%
Cisco (CSCO) 0.96%
Hershey (HSY) 0.95%
Canadian National Railway (CNI) 0.94%
Wynn Resorts (WYNN) 0.93%
Ansys (ANSS) 0.88%
Computer Programs and Systems (CPSI) 0.87%
Groupon (GRPN) 0.84%
Las Vegas Sands (LVS) 0.84%
Costco Wholesale (COST) 0.84%
Coca-Cola (KO) 0.83%
Lululemon Athletica (LULU) 0.80%
China Mobile (CHL) 0.78%
Salesforce.com (CRM) 0.75%
International Business Machines (IBM) 0.61%
iRobot (IRBT) 0.58%
SolarCity (SCTY) 0.49%
