>A New York presenter recommends NXP Semiconductors (NASDAQ: NXPI, $34.18). The company stands to benefit from multiple growth markets. The biggest opportunity lies in near-field communication or NFC, where the company is the recognized leader. NFC allows smartphone users to make payments just by waving their phones near a point of sale terminal. Some of the new Android models already have NFC chips, and Apple is rumored to include it in the next-generation iPhone. NXP has also developed a new solution for compact fluorescent bulbs that allows dimming, a multibillion market potentially. RFID is finally going mainstream, another area where NXP is very strong at. The company has been saddled with debt on its separation from Phillips in 2006, but has been paying it down. The presenter forecasts $4 in earnings power. Based on 12-15x the peer group is trading at, the upside could be quite significant.

>A Boston presenter likes ACCO Brands (NYSE: ABD, $9.47) at the current level. This leading supplier of office products is finally growing revenues after two difficult years. The new CEO’s focus on rebuilding customer relationships is paying off. The company has rationalized its cost structure and can now really lever even a modest top-line expansion. ACCO targets mid-teen operating margins versus 8.6% currently. With another debt refinancing likely in 2013, the earnings power may reach $2.50-$3.00 at $1.6bln – $1.7bln in sales.

>A Boston presenter recommends America’s Car-Mart (NASDAQ: CRMT, $25.55). The company focuses exclusively on selling used cars to customers in rural areas with bad or no credit. CRMT’s competition is highly fragmented. The company is expanding its dealership base, but is doing it in a very controlled manner. CRMT provides all of financing for its customers. Loss rates are in the low 20%, but the highly profitable model has sufficient room to accomodate these losses, which have been improving in recent quarters. The stock is undervalued here, based on projected earnings. The company has been actively repurchasing shares and intends to continue with stock buybacks.

>A Boston portfolio manager recommends Universal Electronics (NASDAQ: UEIC, $28.72) as a buy. UEIC dominates the market for wireless remote controls. The company acquired one of its suppliers Enson last November. The deal is crucial to UEIC’s prospects as it provides the platform to substantially expand the company’s presence in Asia and other fast-growing emerging markets. The presenter targets a 30% upside from the current level. The balance sheet has a significant cash position and little debt, which is expected to be paid off by the end of the year.