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Polestar is a value-driven,
independent, sell-side research
firm based in San Francisco,
California. Polestar recommends
equity investments to mutual
funds, other institutional investors,  and hedge funds.


April 25th, 2007
Cascade Microtech, Inc. (CSCD; $13.30)
Q1 beats Street by a penny; Closed acquisition expected to be accretive by 2H-07 and bump up Gross margins. Reiterate Buy.
Report


April 19th, 2007
Linear Technology Corp. (LLTC; $36.04)
Q3 beats top-line and meets bottom-line consensus; $3B accelerated share repurchase announced – 30% of market cap; guides to 3-6% top-line growth in calendar Q2-07. Reiterate Buy.
Report


April 17th, 2007
Intel Corp. (INTC; $22.30)
Q1 profit up 19% on tax benefit. Sequential gross margin improvement and guidance for more improvement in 2H07 implies market share gains. Reiterate Buy.
Report



The Polestar 7-Factor Model is the basis for our unique methodology in investment research methodology. Polestar focuses on companies that demonstrate some key characteristics:

  • Economic Moat
  • Profitability
  • Owner-Operations
  • Bright Prospects
  • Solid Foundation
  • Compelling
  • Valuation
  • Catalysts

7 Factor Model



Polestar Investment Research primarily concentrates on a ‘long-only’ strategy with long-term hold periods ranging from six months to two years, if not longer.

Polestar was founded in May 2005 by Raj Sharma who has 11 years of buy-side and sell-side experience at leading hedge funds/buyout funds and fundamental research firms. Mr. Sharma’s experience in equity research led him to a deep appreciation of the contrarian and value-driven approaches to equity research. Mr. Sharma and the team at Polestar Investment Research focus on giving his clients the highest quality of investment recommendations.
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