Palo Alto Networks Inc (PANW) & More: $1.5 Billion Small-Cap Specialist Has Been Buying

Mellanox, based in Israel, is a semiconductor company. Its stock has been flat over the past year, but its last few years were quite strong, as it invested heavily in cloud computing and beat Wall Street estimates. The stock took a hit earlier this year when the company reported an inventory accumulation, but management waxed bullish. Still, some wonder whether Mellanox’s best years are behind it, as it faces competition from the likes of Intel Corporation (NASDAQ:INTC), which bought rival QLogic’s technology. Mellanox’s price target was recently hiked from $52 to $65 by Piper Jaffray analysts, who see the stock benefiting from one of its biggest customers, Oracle Corporation (NASDAQ:ORCL).

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s What This $1.5 Billion Small-Cap Specialist Has Been Buying originally appeared on Fool.com.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, owns shares of Intel. The Motley Fool recommends Check Point Software Technologies, Cisco Systems, Intel, and Trex. It owns shares of Check Point Software Technologies, Intel, Oracle, and Trex.

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