Shares of Air Lease will continue to remain aloft as burgeoning international carriers lease more long range planes and oil prices remain elevated, said Christopher Retzler, portfolio manager for the Needham Growth Fund. Retzler said he is bullish on molecular diagnostics player Exact Sciences because he expects the FDA to approve its colon cancer screening process in the coming months and pricing for the test to be released. Finally, he is bullish on II-VI Inc., saying the synergies from its M&A strategy over the past few years is finally paying off, especially due to the cost-containing commitment of its new CFO.

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