Three Companies with Top Patent Portfolios Missed in the $IRBT Run

$IRBT hit an all-time high yesterday after the Patent Board ranked the robotics company’s intellectual property portfolio as number five overall, beating out Samsung, Panasonic and other, larger, electronics companies.


Feb. 11 at 6:55 PM

$IRBT indirect M&A speculation with goog and a patent portfolio? bullish for a vacuum company but M&A is tricky, sorta interesting to watch

iRobot is perhaps best known for the floor cleanings discs that vacuum, mop and wash floors. But the company, founded at Massachusetts Institute of Technology over two decades ago, also manufactures defense robots that dispose of bombs and dangerous chemicals.

Recent news has emphasized the value of a strong patent portfolio. Google’s sale of Motorola Mobility to Lenovo last month for $9.6 Billion less than it paid two years ago was considered a good deal by some analysts—given that $GOOG had already sold a part of Motorola for $2.35 billion and retained 17,000 Motorola patents. Shares of “patent monetization” company Vringo, $VRNG, climbed 37% last month after it won a patent-violation ruling against $GOOG. And who can forget bankrupt Kodak selling its portfolio last year to tech giants for $525 million?

But if you missed $IRBT’s 11% run yesterday, there are other patent powerhouses to consider. Here are three top-ranked, publicly traded patent holders, according to the Patent Board and the Wall Street Journal.(

#1. Dycom Industries. $DY
This specialty contractor to the telecommunications and infrastructure industry has 50 patents ranked for science strength by the Patent Board. The stock has been knocked down nearly 8% this year due to poor guidance, blamed on bad weather. The company said Feb. 10 that revenue for the second fiscal quarter of 2014, ending Jan. 25, would fall short of guidance. Extremely cold temperatures and snowfalls reduced the number of workdays and squeezed margins, according to a company press release.


Feb. 10 at 8:45 AM

Dycom Industries Inc. updates Q2 guidance to ($0.10-0.08) EPS & revenue guidance to $390 million. $DY

The stock looks cheap compared to iRobot. Dycom’s forward fiscal year P/E is just 13X, compared to iRobot’s forward P/E of 30.

#2. Canon. $CAJ
Shares of this camera-maker have fallen more than 6% this year after the company’s forecasted full year profit growth of 26.6% missed consensus estimates. The company’s patent strength ranked higher than iRobots, according to the WSJ/Patent Board report. The company trades at just under 11X expected full year earnings. Maybe that’s why it has made some cashtaggers’ watch lists.


Feb. 6 at 9:48 PM

$EXPE : Watchlist for tomorrow $CAJ,$TWTR,$EXPE,$LNKD,$ATVI,$TDC

#3. Royal Philips. $PHG
Shares of this Dutch electronics and lighting company are down 2.5% YTD. It trades at slightly above 17X forward year profits. The company also appointed a new CEO of its North American division this month.

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