The stock: Golden Star Resources has climbed 264% this year, more than major U.S. indices. Prior to the second-quarter, the company posted nine consecutive quarterly losses. The stock doesn't pay dividends. The model upgraded semiconductor manufacturer Standard Microsystems ( SMSC) to "hold." The numbers: The company swung to a fiscal first-quarter loss of $9.2 million, or 42 cents a share, from a profit of $4.5 million, or 20 cents a share, in the year-earlier period. Revenue declined 33% to $62 million. Its gross margin dropped from 56% to 52% and its operating margin descended into negative territory. A quick ratio of 2.1 demonstrates strong liquidity and the company holds no debt. The stock: Standard Microsystems has risen 47% this year, outpacing major U.S. indices. The company has posted two consecutive quarterly losses. The stock doesn't pay dividends. The model downgraded oil and gas transporter Knightsbridge Tankers ( VLCCF) to "sell." The numbers: Second-quarter net income plummeted 78% to $3.1 million, or 18 cents a share, as revenue fell 36% to $14 million. Its gross margin decreased from 82% to 52% and its operating margin dropped from 65% to 25%. The company holds $47 million of cash, compared to $99 million of debt. A debt-to-equity ratio of 0.4 reflects a balanced capital structure. The stock: Knightsbridge Tankers is down 7% this year, trailing major U.S. indices. The stock trades at a price-to-earnings ratio of 8, a discount to the market and oil and gas transportation peers. The company has not paid a dividend since February.