Monday, September 29, 2014

Hot Tech Companies To Own For 2014

European stocks were little changed, after equities yesterday extended a five-week rally, as investors weighed corporate earnings reports. U.S. index futures were also little changed, while Asian shares advanced.

Norsk Hydro (NHY) ASA slumped the most in one year after Vale SA sold a stake in the aluminum maker. UniCredit SpA (UCG) and Infineon Technologies AG added at least 1 percent each after posting quarterly profit that beat projections. Henkel AG rose 2.1 percent as third-quarter profit beat analysts��estimates.

The Stoxx Europe 600 Index fell 0.2 percent to 322.89 at 8:09 a.m. in London. The gauge has rallied for five straight weeks as the European Central Bank unexpectedly lowered its key interest rate and the Federal Reserve maintained bond purchases. Standard & Poor�� 500 Index futures slipped 0.1 percent, while the MSCI Asia Pacific Index climbed 0.4 percent.

In China, President Xi Jinping and top Communist leaders will conclude a four-day gathering to set the direction of economic policy as the world�� second-biggest economy tries to replace debt-driven growth with a consumer-led one. Data released yesterday showed the country�� aggregate financing, its broadest measure of new credit, fell more than estimated in October.

Top 5 Paper Companies To Invest In Right Now: Liquidity Services Inc.(LQDT)

Liquidity Services, Inc. operates various online auction marketplaces for surplus and salvage assets in the United States. Its auction marketplaces include liquidation.com, which enables corporations and selected government agencies located in the United States to sell surplus and salvage consumer goods and capital assets; govliquidation.com that enables government agencies to sell surplus and scrap assets; govdeals.com, which enables local and state government entities, including city, county, and state agencies, as well as school boards and public utilities located in the United States to sell surplus and salvage assets. The company also operates secondipity.com that provides consumers a source of products and a socially conscious online experience through donating a portion of the proceeds of every sale to charity; and truckcenter.com, a marketplace for the sale of idle, surplus, and used fleet and transportation equipment. Its marketplaces provide professional buyers a ccess to supply of surplus and salvage assets presented with customer focused information, including digital images and other relevant product information along with services to complete the transaction; and enable corporate and government sellers to enhance their financial return on excess assets by providing liquid marketplaces and value-added services that integrate sales and marketing, logistics, and transaction settlement. The company offers approximately 500 products organized into various categories, including consumer electronics, general merchandise, apparel, scientific equipment, aerospace parts and equipment, technology hardware, energy equipment, industrial capital assets, fleet and transportation equipment, and specialty equipment. Liquidity Services, Inc. was founded in 1999 and is headquartered in Washington, District of Columbia.

Advisors' Opinion:
  • [By Rick Aristotle Munarriz]

    Alamy The market may have rallied remarkably this year, but there are plenty of stocks that never got the memo. Dozens of stocks are hitting fresh 52-week lows these days, and some of them aren't as bad as their low stock prices would seem to suggest. Last week, I took a look at five stocks that didn't deserve to be hitting new 52-week highs. Now it's time to flip things around and look at five stocks that hit new 52-week lows last week that are prime candidates to bounce back. Dice Holdings (DHX) 52-Week Range: $6.83-$10.43 Dice operates several industry-specific career and employment websites, including the namesake Dice.com for tech jobs, ClearanceJobs.com for jobs that require security clearance, and Rigzone.com for jobs in the oil industry. It's a novel approach to helping folks in specific sectors network, and naturally this is magnetic to potential employers. The success of LinkedIn (LNKD) may have taken some of the shine off Dice, but the company's still finding ways to grow. Analysts see revenue climbing at a slightly better than 6 percent clip this year and again in 2014. Kinder Morgan (KMI) 52-Week Range: $32.30-$41.49 Kinder Morgan watches over the country's largest network of natural gas pipelines. Thanks to its reputation as a cleaner energy source than coal or petroleum (and the massive upsurge in U.S. production thanks to the fracking boom), natural gas is a growing source of domestic energy. Even commercial vehicles are starting to be powered by liquefied natural gas. Kinder Morgan is growing, but it has missed Wall Street's profit targets in each of the three past quarters. That's been enough to scare off some investors. However, the falling share price has also made Kinder Morgan's healthy dividend that much more compelling. The stock's yield of 4.6 percent is too rich to ignore here. Liquidity Services (LQDT) 52-Week Range: $20.37-$44.40 Liquidity Services prides itself as a problem solver. It runs a marketplace for items that need to b

  • [By Selena Maranjian]

    Among holdings in which Diamond Hill increased its stake were Liquidity Services (NASDAQ: LQDT  ) and Apple (NASDAQ: AAPL  ) . Liquidity is a commercially focused online auctioneer and a Motley Fool Stock Advisor recommendation. It benefits from a relatively capital-light business model and solid profit margins, and it specializes in surplus, wholesale, and salvage assets. Some worry about slowing growth and competition and didn't like the company lowering expectations last quarter. But the stock jumped recently on a big revenue increase.

  • [By CRWE]

    Liquidity Services, Inc. (NASDAQ:LQDT), a leading online auction marketplace for surplus and salvage assets, will report the results of its third quarter fiscal year 2012 ended June 30, 2012 on Tuesday, July 31, 2012 at 10:30 a.m. Eastern Time.

  • [By Roberto Pedone]

    My first earnings short-squeeze trade idea is surplus and salvage assets auction marketplace player Liquidity Services (LQDT), which is set to release numbers on Thursday before the market open. Wall Street analysts, on average, expect Liquidity Services to report revenue of $124.48 million on earnings of 45 cents per share.

    The current short interest as a percentage of the float Liquidity Services is extremely high at 34.7%. That means that out of the 25.21 million shares in the tradable float, 9.12 million shares are sold short by the bears. This is a huge short interest on a stock with a very low tradable float. Any bullish earnings news could easily spark a monster short-squeeze for shares of LQDT post-earnings.

    From a technical perspective, LQDT is currently trending below both its 50-day and 200-day moving averages, which is bearish. This stock has been uptrending a bit over the last month, with shares moving higher from its low of $24.77 to its recent high of $28.25 a share. During that move, shares of LQDT have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of LQDT within range of triggering a breakout trade post-earnings.

    If you're bullish on LQDT, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance at $28.25 a share, and then once it takes out both its 50-day at $29.59 and its 200-day at $31.96 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 414,200 shares. If that breakout hits, then LQDT will set up to re-test or possibly take out its next major overhead resistance levels at $36 to $38 a share.

    I would simply avoid LQDT or look for short-biased trades if after earnings it fails to trigger that breakout, and then drops back below some key near-term support levels at $26 to its 52-week l

Hot Tech Companies To Own For 2014: Gartner Inc (IT)

Gartner, Inc. (Gartner), incorporated on June 1, 1990, is an information technology (IT) research and advisory company. The Company operates in three business segments: Research, Consulting and Events.

Research provides objective insight on critical and timely technology and supply chain initiatives for chief information officers (CIO), other IT professionals, supply chain leaders, technology companies and the investment community through reports, briefings, tools, access to its analysts, peer networking services and membership programs that enables its clients to make better decisions about their IT and supply chain investments. Consulting provides customized solutions to client needs through on-site, day-to-day support, as well as tools for measuring and improving IT performance with a focus on cost, performance, efficiency, and quality. Events provide IT, supply chain and business professionals the opportunity to attend various symposia, conferences and exhibitions to learn, contribute and network with their peers.

Research

Gartner delivers independent, objective IT research and insight primarily through a subscription-based, digital media service. Gartner Research is the fundamental building block for all Gartner services and covers all technology-related markets, topics and industries, as well as supply chain topics. The Company combines its research methodologies with industry and academic relationships to create Gartner solutions that address each role within an IT organization.

The Company�� research agenda is defined by clients��needs, focusing on the critical issues, opportunities and challenges they face every day. Research analysts provide in-depth analysis on all aspects of technology, including hardware; software and systems; services; IT management; market data and forecasts; and vertical-industry issues. The Company�� research content is presented in the form of reports, briefings, updates and related tools, is delivered direc! tly to the client�� desktop via its Website and/or product-specific portals.

Consulting

Gartner Consulting deepens relationships with its research clients by extending the reach of its research through custom consulting engagements. Gartner Consulting brings together its research insight, benchmarking data, problem-solving methodologies and hands-on experience to improve the return on a client�� IT investment. Consulting solutions capitalize on Gartner assets that are invaluable to IT decision making, including: its research, which ensures that its consulting analyses and advice are based on a deep understanding of the IT environment and the business of IT; its market independence, which keeps its consultants focused on its client�� success.

Gartner Consulting provides solutions to CIOs and other IT executives, and to those professionals responsible for IT applications, enterprise architecture, go-to-market strategies, infrastructure and operations, programs and portfolio management, and sourcing and vendor relationships. Consulting also provides targeted consulting services to professionals in specific industries. Finally, the Company provides actionable solutions for IT cost optimization, technology modernization and IT sourcing optimization initiatives.

Events

Gartner Symposium/ITxpo events and Gartner Summit events are gatherings of technology�� senior IT professionals, business strategists and practitioners. Gartner Events offers relevant and actionable technology sessions led by Gartner analysts to clients and non-clients. These sessions are augmented with technology showcases, peer exchanges, analyst one-on-one meetings, workshops and keynotes by technology�� top leaders. They also provide attendees with an opportunity to interact with business executives from the technology companies.

Gartner Events attract high-level IT and business professionals who seek in-depth knowledge about technology products and serv! ices. Gar! tner Symposium/ITxpo events are strategic conferences held in various locations throughout the world for CIOs and other senior IT and business professionals. Gartner Summit events focus on specific topics, technologies and industries, providing IT professionals with the insight, solutions and networking opportunities to succeed in their job role. Finally, the Company offers targeted events for CIOs and IT executives, such as CIO Leadership Forum.

Advisors' Opinion:
  • [By Patricio Kehoe]

    CA Technologies (CA) is an enterprise information technology (IT) management software and solutions company. The company�� products are designed to operate in a range of IT environments, from mainframe and physical to virtual and cloud. The company has three operating segments: Mainframe Solutions, Enterprise Solutions and Services.

  • [By GURUFOCUS]

    EMC (EMC)�� stock was flat over the course of 2013.� In fact, the stock has been flat over the past three years ��sigificantly underperforming the near 50% gain in the S&P 500 Index.� The stock has been buffetted over fears that the Company�� current decelerated growth is in secular decline due to a number of competitive threats.� The first threat is that flash storage and software-defined storage will cannibalize traditional hard disk drives.� Two, the public cloud is only a threat (and not an opportunity) that disintermediates information technology (IT) spend from both EMC and VMware (EMC maintains an over 80% ownership stake in VMW).� Third, VMware�� entrenched vSphere gets displaced by Open-Source and Microsoft�� Hyper-V.� Fourth, recent premium-priced acquisitions of Data Domain and Isilon are evidence of lack of internal product development.

  • [By Paul Ausick]

    Elop did not create Nokia�� troubles, but he didn�� solve them either. According to Gartner Inc. (NYSE: IT), Nokia held a 14% share of the global mobile phone market at the end of the second quarter and sold nearly 61 million units, second only to Samsung Electronics which had a market share of almost 25% and sold more than 107 million units.

  • [By Vera Yuan]

    OverviewThe Wasatch International Growth (Trades, Portfolio) Fund returned 0.67% in the second quarter of 2014, underperforming the 3.64% return of the MSCI All Country (AC) World Ex-U.S.A. Small Cap Index.The world is showing uneven signs of economic recovery, with some positive advances being felt throughout many of the developed and emerging markets. Within this environment, the Fund�� relative performance was adversely affected largely by its investments in consumer-discretionary companies, many of which have not been the main beneficiaries of recent investor optimism. To a lesser, but still noticeable extent, it is apparent that much of the stock-market gains have come from cyclicals. And there�� been a lack of participation by some of the high-quality growth companies we prefer. We focus on companies that we believe have top-tier managements, strong business models, and leading market-share positions or innovative products or processes. Investors have also favored financials and industrials, areas where our stock selection has been strong, but where we are significantly underweighted.Although our stocks generally underperformed for the second quarter and for the past 12 months, we��e optimistic going forward. In Europe, we��e seeing increased numbers of interesting companies, and more companies going public. Overall, the pace of economic recovery seems somewhat slower than in the U.S., but there are encouraging signs. The economy is relatively strong in the United Kingdom (U.K.), where the financial system is recovering along with the property market. European industrial activity has been mixed, with softness in France but increased activity in Spain and Portugal. In Spain, we��e even seeing initial-public offerings,��� which were almost nonexistent a year ago. While strong economic growth is far from pervasive throughout Europe, consumer-confidence levels are generally decent and overall stock valuations��are more attractive than in the U.S

Hot Tech Companies To Own For 2014: France Telecom S.A.(FTE)

France Telecom provides fixed telephony and mobile telecommunications, data transmission, Internet and multimedia, and other value-added services to consumers, businesses, and telecommunications operators. It also offers personal and home communication services, business network services, international carriers and shared services, and integration and outsourcing services for communication applications. The company operates in France, Spain, Poland, the United Kingdom, and internationally. France Telecom was founded in 1990 and is based in Paris, France.

Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Barclays Plc (BARC) fell to a one-month low as Sumitomo Mitsui Banking Corp. sold a stake in the lender. Fiat SpA lost 6.5 percent as Chrysler Group LLC went in for a vehicle recall. France Telecom SA (FTE) rose after its Orange Business Services unit won a five-year deal to deploy a private network for Heineken NV. Johnson Matthey Plc (JMAT) jumped to its highest price in at least 23 years after posting full-year profit that beat estimates.

Hot Tech Companies To Own For 2014: Turkcell Iletisim Hizmetleri AS(TKC)

Turkcell Iletisim Hizmetleri A.S. engages in establishing and operating a global system for mobile communications network in Turkey. It provides mobile voice, and Internet services over its mobile communications network; voice services, which include wireless telephone services on a prepaid and postpaid basis; mobile Internet and 3G services; consumer services; Telco services; TV and video services; music services; infotainment services; social community and other services; and mobile financial services The company also offers Turkcell enablers and platforms; corporate (B2B); corporate telco; authentication; location based; mobile marketing; machine-to-machine communications; and international roaming services. In addition, it provides Mobile Signature, a GSM service that enables customers to sign electronic documents and transactions with a legally-accepted digital signature using GSM SIM cards; and Mobile Billboard, which enables brands to reach their targeted customers . As of December 31, 2010, the company had approximately 23.3 million prepaid subscribers and 10.1 million postpaid subscribers. It sells its products and services through its distribution network consists of distributors, Turkcell distribution centers, corporate solution centers, non exclusive dealers, Turkcell communication centers, Turkcell stores, and consumer electronic Chains, as well as points of sale for prepaid airtime, including ATMs, POS, Web, call centers, supermarkets, and kiosks. The company was founded in 1993 and is headquartered in Istanbul, Turkey. Turkcell Iletisim Hizmetleri AS is a subsidiary of Turkcell Holding A.S.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Telecommunications services shares gained around 0.83 percent in the US market on Monday. Top gainers in the sector included China Telecom Corp. (NYSE: CHA), Turkcell Iletisim Hizmetleri AS (NYSE: TKC), and China Unicom (Hong Kong) Limited (NYSE: CHU). In trading on Monday, basic materials shares were relative laggards, down on the day by about 0.75 percent.

Hot Tech Companies To Own For 2014: Envivio Inc (ENVI)

Envivio, Inc., incorporated on January 5, 2000, is a provider of Internet protocol (IP) video processing and distribution solutions, which enable the delivery of video to consumers. The Company�� solution is designed to enable service providers and content providers to offer video anytime, anywhere across a range of video formats, networks, consumer devices and operating systems. Its software-based solution runs on industry-standard hardware and includes encoders, transcoders, network media processors all controlled through its network management system. It enables service providers and content providers to deliver linear broadcast and on-demand video services to their customers through multiple screens, such as tablets, mobile handsets, netbooks, laptops, personal computers (PCs) and televisions. Its customers include mobile and wireline telecommunications service providers, cable multiple system operators (MSOs), direct broadcast satellite service providers (DBSs), and content providers, which includes broadcasters and content publishers, owners, aggregators and licensees.

Core Technologies

The Company�� software platform includes core technologies: modular software architecture and multi-core video compression. The Company�� core competencies are in developing advanced media compression and video over IP technologies, where it delivers a carrier grade, multi-screen solution. Its modular software architecture provides a common platform of capabilities and features, which allows its products to perform critical video processing and distribution functions, including ingestion, processing, packaging, protection and encryption, network optimizations and monitoring. In addition, its software-based architecture allows customers to enable features or add capacity through the input of a simple security or license key.

The Company Multi-core video compression has a set of video processing and compression algorithms designed to optimize performance on industry-stan! dard, multi-core hardware chipsets. These algorithms are central to all of its encoder and transcoder products.

Products

The Company�� unified video headend solution and unified delivery infrastructure for live and on-demand multi-screen video delivery are built on its encoding, transcoding and video distribution products. Its suite of products consists of Envivio 4Caster, Muse, Halo and 4Manager. Its 4Caster product delivers video to mobile, PC and television from a single platform. It has designed 4Caster to optimize live and on-demand workflows for video delivery commensurate with the characteristics of both legacy and current network infrastructures by encoding video input in multiple codecs, resolutions, bit rates and formats. 4Caster utilizes pre-processing techniques to clean and optimize video sources before encoding.

Envivio Muse is its new multi-screen software architecture designed for live or file-based video transcoding and distribution to multiple devices. Muse is available on industry-standard blade servers or its 4Caster appliances and enables service providers running large-scale operations to leverage their existing datacenter infrastructure to deliver enhanced video services. Muse also enables advanced functionality, such as ad-insertion and content protection for mobile devices that facilitates service monetization.

The Company�� Halo Network Media Processor performs final content adaptation for consumer devices, including protected adaptive bitrate streams compatible with Apple iOS, Android 3 and Microsoft Smooth Streaming enabled consumer devices. Its 4Manager network management system is specifically engineered to manage next generation video headends for mobile television, over-the-top (OTT) and Internet protocol television (IPTV), while continuing to support traditional broadcast distribution networks. 4Manager allows service providers to monitor and control all headend appliances. 4Manager is designed to maximize video he! adend ava! ilability and reliability by reporting system malfunctions and can automatically switch away from a defective unit, minimizing service disruption.

Services

The Company offers a range of services in support of its products, including on-site project assessment, systems integration, on-site delivery and operational and customer support. On-site project assessment include complete review of content sources, existing systems and middleware to determine the proper interface and adaptation equipment necessary for its customer to deliver an optimized consumer quality of experience. Systems integration configures all the equipment with its solution according to network design and plan. On-site delivery install all equipment and test the operational environment, including redundancy and system monitoring, as well as administer technical training to validate predefined use cases in an operational environment. Operational and customer support provides different grades of service level agreements and support contracts according to requirements.

The Company competes with Harmonic Inc., Cisco Systems, Inc., Elemental Technologies, RGB Networks, Inc., Google Inc. and Ericsson AB.

Advisors' Opinion:
  • [By John Udovich]

    Small cap video technology stocks Envivio Inc (NASDAQ: ENVI), Ku6 Media Co Ltd (NASDAQ: KUTV) and Tremor Video Inc (NYSE: TRMR) made some interesting moves today and in recent days or months���meaning its worth taking a closer look at all three to see if there might be opportunities for traders and investors alike:

Hot Tech Companies To Own For 2014: EMC Corporation(EMC)

EMC Corporation develops, delivers, and supports the information and virtual infrastructure technologies and solutions. The company offers enterprise storage systems and software, which are deployed in storage area networks (SAN), networked attached storage (NAS), unified storage combining NAS and SAN, object storage, and/or direct attached storage environments, as well as provides backup and recovery, and disaster recovery and archiving solutions. It also offers information security solutions in various areas, such as enterprise governance, risk and compliance, data loss prevention, security information management, continuous network monitoring, fraud protection, identity assurance and access control, and encryption and key management. In addition, the company provides information intelligence software, solutions, and services, including EMC Captiva for intelligent enterprise capture; EMC Document Sciences for customer communications management; EMC Kazeon for e-discovery ; EMC Documentum xCP for building business solutions and an action engine for big data; and the EMC Documentum platform for managing and delivering enterprise information. Further, it offers virtual and cloud infrastructure products, such as virtualization and virtualization-based cloud infrastructure solutions that address a range of IT problems, as well as facilitate access to cloud computing capacity, business continuity, software lifecycle management, and corporate end-user computing device management In addition, the company provides consulting, technology deployment, managed, customer support, and training and certification services. EMC Corporation markets its products through direct sales and through multiple distribution channels in North America, Latin America, Europe, the Middle East, South Africa, and the Asia Pacific region. The company was founded in 1979 and is headquartered in Hopkinton, Massachusetts.

Advisors' Opinion:
  • [By Monica Wolfe]

    EMC Corp (EMC)

    The fund�� third largest holding is in EMC Corp where they hold 24,589,207 shares as of the close of the first quarter. Their position represents 2.8% of their total portfolio and 1.18% of the company�� shares outstanding. Manning & Napier decreased their holdings over the first quarter. In doing so they sold a total of 6,445,609 shares of the company�� stock in the first quarter price range of $23.66 to $28.18. Since then the price per share is trading up about 4.2%. The fund�� historical holding history:

Hot Tech Companies To Own For 2014: ADT Corp (ADT)

The ADT Corporation (ADT), incorporated on January 18, 2012, is a provider of electronic security, interactive home and business automation, and monitoring services for residences and small businesses in the United States and Canada. The Company�� products and services include ADT Pulse interactive home and business solutions, and home health services. ADT provides business security intrusion detection, which protect the business from burglary, robbery and intruders. Its electronic access control limits unauthorized entry and employee access to the business, as well as complete access. Effective August 2, 2013, The ADT Corp acquired Devcon Security Services Corp, a provider of security protection services, from Devcon International Corp. In November 2013, Kastle Systems International announced that it had acquired Mutual Central Alarm Services and Stat-Land Security Systems from ADT Corporation.

The Company's video surveillance views events in multiple areas of facility, which has control over loss and oversees business. On October 1, 2012, the Company completed the acquisition of Absolute Security.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading DOWN
    Shares of The ADT (NYSE: ADT) were down 6.77 percent to $41.03 after the company announced the repurchase of 10.24 million shares held by Corvex at $44.01 per share.

  • [By John Divine]

    Another victim of a weak earnings call, shares of security company ADT (NYSE: ADT  ) lost 6.9% after posting profits that rose just 2%. Despite adding more than 300,000 new customers, revenue failed to meet expectations, coming in at $821 million -- analysts were calling for about $824 million. While today's slide was extreme, the company isn't exactly in major trouble. It just seems to be in a phase of slow, steady growth.�

  • [By Shauna O'Brien]

    Security system provider ADT Corp (ADT) announced on Monday that it has named Michael Geltzeiler as its chief financial officer.

    Geltzeiler is currently the CFO and group executive vice president at NYSE Euronext (NYX). At ADT, he will be responsible for directing the company’s financial strategy to achieve higher and profitable business growth and higher shareholder value.

    ADT’s CEO Naren Gursahaney noted: “Michael has a proven track record serving as CFO at public companies with subscriber-based revenue models.”

    “His extensive capital markets experience, operational skills and financial acumen will help us to deliver value for our shareholders. Under Michael’s leadership, we will build on the important step we recently took towards executing on a capital structure plan that supports our overall business strategy. We are pleased to have him join our executive team.”

    ADT shares were up 19 cents, or 0.48%, during Monday morning trading. The stock is down 15% YTD.

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