1. Ultratech ( UTEK) makes photolithography and laser thermal processing equipment, used in scanners and semiconductors. Third-quarter profit more than quadrupled to $4.9 million, or 20 cents a share, as revenue climbed 52% to $38 million. The operating margin extended from 2.9% to 13%. Ultratech has $185 million of cash, converting to a lofty quick ratio of 4.4, and no debt. Its stock sells for a book value multiple of 2.1, a 46% discount to the semiconductor industry average. But, its forward earnings multiple of 16 reflects a 19% industry premium. Expected Return: The model forecasts that Ultratech's stock will climb 34% to $24.85.