Wolfson - Super Growth for 2005......

Afternoon all,
I see we got a mention in The Irish Times a few days back :



Dare to look beyond the ordinary when picking stocks for a flutter in new year

Irish Times; Dec 31, 2005

Rather than identify some larger Irish stocks with which we may be all familiar, it might be more interesting at this stage of the year to examine some of the more eclectic holdings found in some Irish investment funds*.

It has long been argued that long-term oil market fundamentals.......


......Digital technology has now become the dominant force in consumer electronics and in just a few short years it has become a multibillion dollar market. The technology is now found in an array of devices including, mobile phones, MP3 players, digital cameras and DVD players. With the market set to continue its strong growth trajectory, Wolfson Microelectronics, a leading supplier of semiconductor chips to the world's leading digital consumer product manufacturers (including Apple), is well placed to build on its impressive track record.

Profits have jumped more than tenfold since 2002. The group can boast a record order backlog and consensus expectations are for earnings growth of more than 20 per cent next year. With further expansion of the product offering likely to underpin a growing customer base, particularly in Japan, we feel that upside earnings surprises are likely to drive the shares higher over the next 12 months.