Tuesday, September 30, 2014

Top 5 Information Technology Stocks To Watch Right Now

Any time the federal government enacts major legislation, there are inevitable winners and losers in the corporate world. That's certainly the case with major laws passed during the first four and a half years of President Obama's time in office.

The first big piece of legislation the Obama administration passed was the American Recovery and Reinvestment Act, or ARRA. Signed into law in 2009, ARRA spent around $800 billion with the goal to stimulate the economy. The other major victory for the administration was passage of the Patient Protection and Affordable Care Act, or PPACA, commonly referred to as Obamacare. While these bills created varied effects -- good and bad -- for different industries, a few companies emerged as big winners from both ARRA and PPACA.

High fives for HITECH
ARRA spread that $800 billion or so around in lots of different ways. One important part of the legislation was the Health Information Technology for Economic and Clinical Health Act, or HITECH. The feds allocated almost $26 billion with HITECH to foster the adoption of health information technology by health-care providers, especially hospitals and physicians.

Top 10 Prefered Companies To Invest In Right Now: Market Vectors Russia ETF (RSX)

Market Vectors-Russia ETF (the Fund) seeks to replicate as closely as possible the price and yield performance of the DAXglobal Russia+ Index (the Russia+ Index). The Russia+ Index includes a basket of securities of 30 of the most heavily traded Russian companies that have listings on global exchanges, either through an American depository receipt (ADR), a global depository receipt (GDR) or local Russian shares. The Russia+ Index, which was launched in March 2007, is a modified market capitalization-weighted index designed to track the movements of certain depository receipts (DRs) and stocks of publicly traded companies that are domiciled in Russia, and traded in Russia and on global exchanges. The Russia+ Index consists of companies with market capitalization greater than $150 million that have a daily average traded volume of at least $1 million over the past six months. The Russia+ Index includes energy companies, such as Lukoil, OAO Gazprom and Surgutneftgaz; utility company, Unified Energy Systems; steel manufacturing firms, such as Mechel OAO and Evraz Group SA; mining firm, JSC MMC Norilsk Nickel; communications firms, such as Mobile TeleSystems OJSC and Vimpel-Communications, and Sberbank.

The Fund will normally invest at least 80% of its total assets in stocks and depositary receipts (DRs) of publicly traded companies that are domiciled in Russia. Publicly traded companies that are domiciled in Russia means companies organized in, or for which the principal trading market is in Russia; companies that, alone or on a consolidated basis, have 50% or more of their assets invested in Russia, or companies that alone or on a consolidated basis derive 50% or more of their revenues primarily from either goods produced, sales made or services performed in Russia. The Fund, utilizing a passive or indexing investment approach, attempts to approximate the investment performance of the Russia+ Index by investing in a portfolio of securities that generally replicate the Russia+ Index. The Fund! will hold all of the securities that comprise the Russia+ Index in proportion to their weightings in the Russia+ Index. The Fund will normally invest at least 95% of its total assets in securities that comprise the Russia+ Index. The Russia+ Index is calculated and maintained by the Deutsche Borse (the Index Provider).

Advisors' Opinion:
  • [By Halia Pavliva]

    The Market Vectors Russia ETF (RSX), the biggest U.S.-traded exchange-traded fund that holds Russian shares, dropped 0.4 percent to $29.56, paring its October gain to 4.9 percent. The RTS Volatility Index, which measures expected swings in the index futures, added 4 percent to 23.48 in U.S. hours.

Top 5 Information Technology Stocks To Watch Right Now: Donaldson Company Inc (DCI)

Donaldson Company, Inc. (Donaldson) is a worldwide manufacturer of filtration systems and replacement parts. The Company's product mix includes air and liquid filtration systems and exhaust and emission control products. The Company operates in two segments: Engine Products and Industrial Products. Products in the Engine Products segment consist of air filtration systems, exhaust and emissions systems, liquid filtration systems, and replacement filters. Products in the Industrial Products segment consist of dust, fume, and mist collectors, compressed air purification systems, air filtration systems for gas turbines, polytetrafluoroethylene (PTFE) membrane-based products, and specialized air filtration systems for applications including computer hard disk drives. Effective January 14, 2014, Donaldson Co Inc acquired bankrupt Entreprise Dubourg Pere et Fils Sarl.

Donaldson�� products are manufactured at 40 plants around the world and through three joint ventures. The Engine Products segment sells to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and truck markets and to OEM dealer networks, independent distributors, private label accounts, and large equipment fleets. The Industrial Products segment sells to various industrial end-users, OEMs of gas-fired turbines and OEMs and end-users requiring clean air.

Advisors' Opinion:
  • [By Rich Duprey]

    Filtration systems specialist Donaldson� (NYSE: DCI  ) �announced yesterday�its second-quarter dividend of $0.13 per share, a�30% increase from the $0.10 per share payout it made last quarter.

Top 5 Information Technology Stocks To Watch Right Now: Stamps.com Inc.(STMP)

Stamps.com Inc. provides Internet-based postage solutions. The company offers solutions to mail and ship various mail pieces, including postcards, envelopes, flats, and packages. Its products and services include the United States Postal Service (USPS)-approved PC Postage Service that enables users to print electronic stamps directly onto envelopes, plain paper, or labels using personal computer, printer, and Internet connection; and PhotoStamps, a patented form of postage, which allows consumers to turn digital photos, designs, or images into valid United States postage. The company also sells NetStamps labels, shipping labels, other mailing labels, postage printers, scales, and other mailing and shipping-focused office supplies through its mailing and shipping supplies store, as well as offers back-end integration solutions, an electronic postage for transactions to manage the front-end process. In addition, it offers Stamps.com branded insurance enabling users to insure their mail or packages; and official USPS package insurance. Stamps.com Inc. serves individuals, small businesses, home offices, medium-size businesses, and large enterprises. The company was formerly known as StampMaster, Inc. and changed its name to Stamps.com Inc. in December 1998. Stamps.com Inc. was founded in 1996 and is headquartered in Los Angeles, California.

Advisors' Opinion:
  • [By Jon C. Ogg]

    Then there is that lucky or unlucky outcome of price hikes. The public will pay more for stamps, making you and me the losers in this. The question to ask is whether or not Stamps.com Inc. (NASDAQ: STMP) just get a built-in revenue booster per customer on a static basis?

  • [By Brian Pacampara]

    What: Shares of online postage provider Stamps.com (NASDAQ: STMP  ) surged 24% today after its quarterly results and guidance.

    So what: The stock has slumped a bit in 2013 on concerns over slowing growth, but today's first-quarter results -- adjusted EPS spiked 38% on a 13.5% revenue increase -- and upbeat full-year guidance naturally eases some of those worries. In fact, Stamps.com hit its highest level of total paid customers -- and added its largest number of new paid customers -- during the quarter, giving investors plenty of good vibes about the company's prospects going forward.

  • [By Michael Lewis]

    While the United States Postal Service may be limping toward extinction, postage itself is far from a dying business. Web-based Stamps.com (NASDAQ: STMP  ) had worried investors and analysts for some time that demand would soften along with the USPS decline, but it's done nearly the opposite. In its most recent quarter, Stamps.com broke company records and showed strong promise in the future. The announcement delighted investors, sending the stock up more than 13% immediately following. But with a relatively rich valuation, the company may only be a buy for opportunistic, growth-happy investors. Here's what you need to know.

  • [By Bryan Murphy]

    By almost any measure, Stamps.com Inc. (NASDAQ:STMP) is a solid investment. Revenue and profits are on the rise, and are projected to grow again in 2014. Stamps.com has also developed a penchant for earnings beats. And, at a trailing P/E of 18.3 and a forward-looking P/E ratio of 15.7, it's not like STMP shares cost a relative fortune. Yet, STMP is starting to look like a major liability where it could hurt shareholders the most... on the chart.

Top 5 Information Technology Stocks To Watch Right Now: Ultra Clean Holdings Inc.(UCTT)

Ultra Clean Holdings, Inc., together with its subsidiaries, engages in the design, development, engineering, manufacture, and sale of critical modules and subsystems primarily to original equipment manufacturers in semiconductor capital equipment, flat panel, medical, energy, and research industries. It offers gas delivery systems that control the flow, pressure, sequencing, and mixing of specialty gases into and out of the reaction chambers of semiconductor manufacturing tools; chemical mechanical planarization modules; chemical delivery modules, which deliver gases and reactive chemicals from a centralized subsystem to the reaction chamber; and top-plate assemblies that form the top portion of the reaction chamber. The company also provides frame assemblies that form the support structure to which other assemblies are attached and include pneumatic harnesses and cables that connect other critical subsystems together; process modules, which are subsystems of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high level assemblies for use in semiconductor manufacturing, research, flat panel, energy, and medical equipment industries. It sells its products through its direct sales force primarily in North America, Asia, and Europe. Ultra Clean Holding, Inc. was founded in 1991 and is headquartered in Hayward, California.

Advisors' Opinion:
  • [By John Kell]

    Ultra Clean Holdings Inc.(UCTT) swung to a fourth-quarter profit as the company recorded a surge in revenue. The company also issued a rosy first-quarter outlook, pushing shares up 17% to $13.94 premarket.

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