NetGear Inc., a networking play unchanged year-to-date and down 4% during last 12-months, broke out to nine-month highs dating back to March 20 in mid-December. Earnings momentum is turning around with back-to-back gains of 0.4% and 11.8% (Q2 and Q3) after three straight quarterly losses. NTGR: Gearing
Texas Roadhouse (TXRH) is a best in breed restaurant play, which has rallied by 6% year-to-date and 13% during the last 12 months, sporting a dividend yield of 1.6%. Earnings have struggled, though the May 2, Q1 report showed growth of 11.6% following three consecutive negative reports.