Are you an investor/speculator who likes to jump aboard a moving train because you believe it will pick up even more speed (and aren�� particularly concerned about when or whether it will crash)? Or are you, perhaps, more inclined to do what value investors do: peruse the railroad cars still being loaded in the yards, believing that their value will never be less than that point at which they are earning no return for their owners, but will have increasingly obvious value as soon as they are placed into service once more?
In purely investing terms, represented by the more abstract thoughts above, are you a value investor or a relative momentum buyer? Your answer to this question is crucial. It determines what publications you read, what websites you frequent and your general level of satisfaction with your investing results.
Here�� a fine example today. Some of our clients have owned Apple (AAPL, as if I had to tell you!) and enjoyed a fine ride with it. But today we are all out of it. (Though many of us own, with tight trailing stops, the Technology Select Index, XLK, in which AAPL is 21% of the portfolio, and certain S&P ETFs which attribute 15% of their growth in value this quarter to AAPL.)
Top 10 Telecom Stocks To Buy Right Now: Aviat Networks Inc.(AVNW)
Aviat Networks, Inc. engages in the design, manufacture, and sale of a range of wireless networking products, solutions, and services worldwide. It offers point-to-point and point-to-multipoint digital microwave transmission systems for first/last mile access, middle mile/backhaul, and long distance trunking applications. The company?s products include broadband wireless access base stations and customer premises equipment for fixed and mobile; point-to-point digital microwave radio systems for access, backhaul, trunking, and license-exempt applications; and supporting network deployments, network expansion, and capacity upgrades. It also provides network management software solutions to enable operators to deploy, monitor, and manage its systems, as well as third party equipment, such as antennas, routers, and multiplexers to build and deploy a wireless transmission network and a suite of turnkey support services. In addition, the company offers professional services, su ch as network planning and design, site surveys and builds, systems integration, installation, maintenance, network monitoring, training, and customer services. It serves mobile and fixed communications service providers, original equipment manufacturers, private network operators, government agencies, transportation and utility companies, system integrators, public safety agencies, and broadcast system operators, as well as pipeline, railroad, and other industrial enterprises that operate wireless networks. The company was formerly known as Harris Stratex Networks, Inc. and changed its name to Aviat Networks, Inc. in January 2010. Aviat Networks, Inc. is headquartered in Santa Clara, California.
Advisors' Opinion:- [By John Kell]
Aviat Networks Inc.(AVNW) cut its fiscal second-quarter revenue forecast, citing lower-than-expected customer orders in Africa. The microwave networking company said it is working on a plan to lower expenses, with cost savings expected to come in part from consolidating Aviat’s supply chain and locations. Shares dropped 1.4% to $2.20 premarket.
- [By Peter Graham]
The third quarter 2014�earnings report for network communication platform maker�Ubiquiti Networks Inc (NASDAQ: UBNT), a peer of small cap stocks�Aviat Networks Inc (NASDAQ: AVNW), Ceragon Networks Ltd (NASDAQ: CRNT) and�DragonWave, Inc (NASDAQ: DRWI), is due out after the market closes on Thursday with shares already trending upwards as they closed 4.08% higher on Tuesday. Aside from the Ubiquiti Networks earnings report, it should be said that Aviat Networks Inc reported earnings yesterday after the market closed (shares were sinking hard in after hours trading); Ceragon Networks Ltd will report earnings before the market opens on Thursday; and DragonWave, Inc is scheduled to report after the market closes next Wednesday. So it�� a busy week for network communications stocks.
Hot Railroad Stocks To Invest In 2014: KLA-Tencor Corporation (KLAC)
KLA-Tencor Corporation engages in the design, manufacture, and marketing of process control and yield management solutions for the semiconductor and related nanoelectronics industries. It offers equipment comprising wafer and integrated circuit (IC) defect monitoring, review, and classification; reticle defect inspection and metrology; packaging and interconnect inspection; critical dimension metrology; pattern overlay metrology; film thickness, surface topography, and composition measurements; measurement of in-chamber process conditions, wafer shape, and stress metrology; computational lithography tools; and yield and fab-wide data management and analysis systems. The company also provides products that serve the high brightness light emitting diode, data storage, and photovoltaic industries, as well as general materials research. It primarily offers its products to wafer, IC, reticle, and disk manufacturers in the United States, Taiwan, Japan, Europe, Israel, Korea, and the Rest of Asia. The company was founded in 1975 and is headquartered in Milpitas, California.
Advisors' Opinion:- [By Sue Chang and Saumya Vaishampayan]
$KLAC: KLA-Tencor Corp. (KLAC) �shares rose 1.9%. Analysts at J.P. Morgan on Monday initiated coverage of KLA-Tencor and Lam Research Corp. (LRCX) �at overweight.
Hot Railroad Stocks To Invest In 2014: Scana Corporation(SCG)
SCANA Corporation and its subsidiaries engage in the generation, transmission, distribution, and sale of electricity to retail and wholesale customers in South Carolina. It owns nuclear, coal, hydro, oil and gas, and biomass generating facilities. The company also purchases, sells, and transports natural gas; offers energy-related risk management services; acquires, owns, and provides financing for nuclear fuel, fossil fuel, and emission allowances; and offers service contracts on home appliances, and heating and air conditioning units. In addition, SCANA Corporation owns two liquefied natural gas plants, including one located near Charleston, and the other in Salley, South Carolina; and provides tower site construction, management, and rental services in South Carolina and North Carolina. As of December 31, 2010, the company supplied electricity to approximately 660,000 customers; and natural gas to approximately 482,000 residential, commercial, and industrial customers i n North Carolina, and 313,500 customers in South Carolina, as well as to approximately 460,000 customers in Georgia. Further, SCANA Corporation owns and operates a 500-mile fiber optic telecommunications network and Ethernet network, and data center facilities in South Carolina. Through a joint venture, it builds, manages, and leases communications towers with interest in 2,280 miles of fiber in South Carolina, North Carolina, and Georgia. The company?s retail customers comprise municipalities, electric cooperatives, other investor-owned utilities, registered marketers, and federal and state electric agencies. It primarily serves chemicals, educational services, paper products, food products, lumber and wood products, health services, textile manufacturing, rubber and miscellaneous plastic products, and fabricated metal products industries. The company is based in Cayce, South Carolina.
Advisors' Opinion:- [By Roger Conrad]
And it's what SCANA Corp. (SCG) is locked-in to deliver, at least to the end of the decade. The company's biggest project is constructing two 1,117-mega-watt nuclear reactors using Toshiba-Westinghouse's AP 1000 model.
- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on SCANA (NYSE: SCG ) , whose recent revenue and earnings are plotted below. - [By Chuck Carnevale]
SCANA Corp (SCG): A Low Growth Regulated Utility
Our first example plots SCANA Corp. whose earnings growth rate has averaged only 3.3% per annum. Here, we would like to remind the reader that our position is that fair valuation is a function of the earnings yield that ��urrent earnings��represent. Consequently, purchasing a company at fair valuation implies that the investor is making a sound financial decision. However, as previously stated, this does not necessarily guarantee a high future rate of return. As we will illustrate in Part 2, that will be determined by the company�� future earnings growth rate.
Hot Railroad Stocks To Invest In 2014: Comfort Systems USA Inc. (FIX)
Comfort Systems USA, Inc. provides installation, maintenance, repair, and replacement services for the heating, ventilation, and air conditioning (HVAC) systems in the mechanical services industry in the United States. The company engages in the design, engineering, integration, installation, and start-up of HVAC, building automation controls, and related systems; and maintenance, repair, replacement, reconfiguration, and monitoring of HVAC systems and industrial process piping. It also provides specialized applications, such as building automation control systems, fire protection, process cooling, electronic monitoring, and process piping, as well as electrical and plumbing services. The company offers its services for office buildings, retail centers, apartment complexes, and manufacturing plants, as well as healthcare, education, and government facilities. It serves building owners and developers, general contractors, architects, consulting engineers, and property manag ers in the commercial, industrial and institutional HVAC markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Comfort Systems USA (NYSE: FIX ) , whose recent revenue and earnings are plotted below.
Hot Railroad Stocks To Invest In 2014: Seaspan Corporation(SSW)
Seaspan Corporation owns and operates the containerships that are engaged in the deep-sea container transportation business in Hong Kong. The company charters its containerships pursuant to long-term, fixed-rate time charters to various container liner companies. As of December 31, 2009, it owned and operated a fleet of 42 containerships. The company was incorporated in 2005 and is headquartered in Majuro, the Marshall Islands.
Advisors' Opinion:- [By Luke Jacobi]
Seaspan (NYSE: SSW) shot up 9.81 percent to $21.61 after the company announced the termination of its public offerings of common shares and convertible notes.
Hot Railroad Stocks To Invest In 2014: Canadian Imperial Bank of Commerce(CM)
Canadian Imperial Bank of Commerce provides various financial products, services, and advice to individual, small business, commercial, corporate, and institutional clients in Canada and internationally. The company offers retail markets services comprising personal banking, business banking, and wealth management services, as well as investment management services to retail and institutional clients. It also provides wholesale banking services, including credit, capital markets, investment banking, merchant banking, and research products and services to government, institutional, corporate, and retail clients. The company provides its services through its branch network, automated bank machines, mobile banking, and online banking site. As of June 3, 2011, it operated approximately 1,100 branches and 4,000 automated bank machines in Canada. The company was founded in 1867 and is headquartered in Toronto, Canada.
Advisors' Opinion:- [By Rich Duprey]
Canadian Imperial Bank of Commerce� (NYSE: CM ) �announced this morning�its second-quarter dividend of $0.96 per share, a 2% increase over the $0.94-per-share payout it made last quarter.
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