Best Stocks: Cabot Microelectronics (NASDAQ:CCMP), Intrexon (NYSE:XON), Libbey (NYSEMKT:LBY), Affiliated Managers (NYSE:AMG), Golub Capital BDC, Inc. (NASDAQ:GBDC)

Cabot Microelectronics (NASDAQ:CCMP) released its earnings data on Thursday. The company reported $0.53 earnings per share for the quarter, missing the analysts’ consensus estimate of $0.63 by $0.10. The company had revenue of $108.40 million for the quarter, compared to the consensus estimate of $111.78 million. During the same quarter last year, the company posted…

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Ingram Micro Sees More IT Spending Across All Regions

We are maintaining our fair value estimate and economic moat rating for Ingram Micro IM after the company reported solid first-quarter results that indicated consumers across the globe are spending more on IT. Ingram Micro’s sales grew 19% year-over-year to $10.6 billion, with the 2012 BrightPoints and Aptec acquisitions adding $1.85 billion, or 13%, to…

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