Hologic is seeing huge demand for its 3-D mammography machines and it is still early in the adoption cycle, said Leah Bennett, Co-Chief Investment Officer for South Texas Money Management. Bennett added that Hologic benefits from huge margins as customers upgrade their software. He is also positive on Marks & Spencer, saying that the retailer pays a nice dividend and trades at a cheap valuation. Bennett also said Marks & Spencer is finally getting style trends right and consumers are noticing. Finally, Bennett said she is bullish on Sensata Technologies because the Dutch sensor maker is benefiting from new regulations in the auto market.
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