Hot Companies To Own In Right Now

Shares of Linn Energy have jumped today after the independent-energy company reported earnings.

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The Motley Fool has the details:

LINN produced a pretty solid quarter overall. Its daily production of 823 million cubic feet equivalent exceeded its expectations. After two straight misses, this is good to see.

The highlight on the quarter is the fact that LINN is reporting that it produced $2 million of net cash in excess of what it paid in distributions

So yes, the numbers were good enough to make Raymond James’ analyst Kevin Smith say that Linn “has finally turned the corner.” But even bullish analysts note that the numbers are kind of, well, beside the point until Linn’s merger with Berry Petroleum (BRY) is resolved. RBC Capital Markets analyst John Ragozzino and team explain:

Top Defensive Companies To Own In Right Now: SPS Commerce Inc.(SPSC)

SPS Commerce, Inc. provides on-demand supply chain management solutions worldwide. It offers integration, collaboration, connectivity, visibility, and data analytics over the Internet using a software-as-a-service model. SPS Commerce, Inc. provides its solutions through SPSCommerce.net, a hosted software suite that enables suppliers, retailers, distributors, and other customers to manage and fulfill orders. The company?s platform delivers various solutions to suppliers and retailers, including trading partner integration, trading partner enablement, trading partner intelligence, and various peripheral solutions. It also operates Retail Universe, a collaborative online Website that facilitates relationships and communications with members of the retail ecosystem. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

Advisors' Opinion:

• [By CRWE]

  SPS Commerce (Nasdaq:SPSC), a leading provider of on-demand supply chain management solutions, and Wicresoft, a leading global IT solution service provider specializing in providing consulting, information technology and business process outsourcing, and IT infrastructure services, have partnered to provide supply chain solutions in China, Hong Kong and Japan.

Hot Companies To Own In Right Now: Mitel Networks Corporation(MITL)

Mitel Networks Corporation provides integrated communications solutions to the small-to-medium sized enterprise market in the United States, Europe, the Middle East, Africa, Canada, Caribbean, Latin America, and the Asia Pacific. It offers Internet protocol (IP) telephony platforms, including IP telephony software that performs various functions comprising multi-media call control and communications, which allow business users to reach each other, share information, and collaborate; appliances; and desktop devices, such as IP and digital phones, specialty desktop devices, and peripherals. The company also provides a suite of UCC applications, which consist unified communicator advanced, mobility, customer interaction solution, unified messaging, speech auto attendant, telecollaboration solution, teleworker solution, and business dashboard, as well as audio, video, and Web conferencing for integrating voice, video, and data communications with business applications. In addi tion, it offers network services that include local access services; long distance services; mobile voice and data services; data services, such as Internet access and private networking services; hosted offerings, which comprise network monitoring and management, audio conferencing, Web conferencing, hosted secure Internet access, and Web hosting; and hosted IP telephony services. Further, the company provides managed services, including project management, installation, training, maintenance, professional, consulting, business requirements review, and disaster recovery planning services; support services; and financing of its solutions. It serves education, government, healthcare, hospitality, and retail markets through wholesale distributors, solution providers, system integrators, authorized channel partners, and other technology providers. The company is headquartered in Ottawa, Canada.

Advisors' Opinion:

• [By Michael Robinson]

  Mitel Networks (MITL)

  Small-cap Mitel is known for its advanced contact center platform that includes mobile chat and also helps mid-market firms generate sales leads while lowering expenses.

• [By Richard Lomas]

  How much impact there will be on the profit margin will depend on the royalty rate set. Virnetx has an established royalty rate structure both published and through agreements with other licensees. Virnetx's published royalty rate is between 1 and 2 percent for customers in good standing. This royalty rate has been validated through licenses with 4 different companies, Siemens (SI), NEC, Mitel (MITL), and Aastra (AATSF.PK). The average rate agreed to by these companies through negotiations is 1.52%, right in the middle of the 1 to 2 percent published rate. Whatever rate is set will further reduce Apple's profit margin.

• [By MONEYMORNING.COM]

  Mitel Networks Corp. (Nasdaq: MITL) is a small-cap communication and collaboration software company that caters to small and medium-sized businesses.

Hot Companies To Own In Right Now: Canadian Solar Inc.(CSIQ)

Canadian Solar Inc. engages in the design, development, manufacture, and sale of solar power products in Canada and internationally. The company offers solar cell and solar module products that convert sunlight into electricity for various uses. Its products include a range of standard solar modules for use in a range of residential, commercial, and industrial solar power generation systems. The company also designs and produces specialty solar modules and products consisting of customized modules that its customers incorporate into their products, such as solar-powered bus stop lighting; and specialty products, such as portable solar home systems and solar-powered car battery chargers. In addition, it sells solar system kits, a package consisting of solar modules produced by it and third party supplied components, such as inverters, racking system, and other accessories, as well as implements solar power development projects. The company sells its products under the Canad ian Solar brand name. Canadian Solar Inc. offers its standard solar modules through a direct sales force and sales agents primarily to distributors, system integrators, and original equipment manufacturer customers, as well as to solar projects; and specialty solar modules and products to the automotive, telecommunications, and light-emitting diode lighting sectors. The company was founded in 2001 and is based in Kitchener, Canada.

Advisors' Opinion:

• [By Travis Hoium]

  What's more important for the industry is that capacity expansion in China has stopped and it appears behavior is changing. It's no longer just about adding capacity; we've now changed focus to balance sheets and systems. For an example of how important projects have become we can look at Canadian Solar's (NASDAQ: CSIQ  ) earnings announcement just yesterday that touted 400 MW of projects in Canada. Even Chinese companies are beginning to see the value in building and selling energy over just selling modules. �

Hot Companies To Own In Right Now: Cohen & Steers Inc (CNS)

Cohen & Steers, Inc. (CNS) is a global investment management firm focused on global real estate securities, global listed infrastructure, real assets, large cap value stocks, and preferred securities. The Company also manages alternative investment strategies such as hedged real estate securities portfolios and private real estate multimanager strategies for qualified investors. It serves individual and institutional investors through a range of investment vehicles. CNS manages three types of accounts: institutional accounts, open-end mutual funds and closed-end mutual funds. Its revenue is derived primarily from investment advisory, administration, distribution and service fees received from open-end and closed-end mutual funds and investment advisory fees received from institutional accounts.

Institutional Accounts

The 113 institutional accounts for which the Company is an investment adviser represent portfolios of securities it manage for institutional clients. It manages the assets in each institutional account in a manner tailored to the investment preferences of that individual client as defined within each client's individual investment advisory agreement. Sub-advisory assets, which may be sold to retail investors, are included in its institutional account assets. Sub-advisory assets represent accounts for which it has been named as a sub-adviser by the investment adviser to that account.

Open-End Mutual Funds

The 14 open-end mutual funds for which the Company is an investment adviser offer and issue new shares continuously as funds are invested and redeem shares when funds are withdrawn. Investment advisory fees for the open-end mutual funds vary based on each fund's investment objective and strategy, fees charged by other comparable mutual funds and the nature of the investors to whom the mutual fund is offered. In addition, it receives a separate fee for providing administrative services to each open-end mutual fund at a rate that is design! ed to reimburse the Company for the cost of providing these services. Each of the open-end mutual funds pays the Company a monthly administration fee based on a percentage of the fund's average assets under management.

Closed-End Mutual Funds

The eight closed-end mutual funds for which the Company is an investment adviser are registered investment companies that have issued a fixed number of shares through public offerings. It receives a separate fee for providing administrative services to seven of the eight closed-end mutual funds at a rate that is designed to reimburse the Company for the cost of providing these services.

Portfolio Consulting and Other Services

The Company maintains two indices, Cohen & Steers Realty Majors Index (RMP) and Cohen & Steers Global Realty Majors Index (GRM). RMP is the basis for the iShares Cohen & Steers Realty Majors Index Fund (ICF) sponsored by BlackRock Institutional Trust Company, N.A. GRM is the basis for Cohen & Steers Global Realty Majors Fund (GRI) sponsored by ALPS Fund Services, Inc. and Claymore Global Real Estate ETF (CGR) sponsored by Claymore Investments, Inc. It provides services in connection with model-based strategies (MBS) accounts. As portfolio consultant for a number of MBS accounts, it constructs portfolios of securities that fulfill the investment objective of the mandate and supply models on a regular basis. As portfolio consultant, it provides several services in connection with investment products, such as unit investment trusts (UITs). As portfolio consultant to a number of UITs, it constructs a portfolio of securities.

Advisors' Opinion:

• [By Anna Prior]

  Cohen & Steers Inc.(CNS) said Monday that it will separate the chairman and chief executive roles in January, as the investment management firm divides up the positions among its two namesakes.

• [By Victor Selva]

  Forest Laboratories Inc. (FRX) is one of the largest U.S.-based pharmaceutical companies in the area of developing, producing and selling central nervous system (CNS)-related prescription drugs. The company also focuses on the development and introduction of new products, including products developed in collaboration with licensing partners.

Hot Companies To Own In Right Now: Federal-Mogul Corporation(FDML)

Federal-Mogul Corporation supplies powertrain and safety technologies worldwide. The company?s Powertrain Energy segment offers powertrain components, such as engine pistons, piston rings, piston pins, cylinder liners, camshafts, valve seats and guides, and ignition products under the Federal-Mogul, AE, Champion, Goetze, Nural, and Daros brand names. Its Powertrain Sealing and Bearings segment provides dynamic seals, bonded piston seals, combustion and exhaust gaskets, static gaskets and seals, rigid heat shields, engine bearings, industrial bearings, bushings and washers, sintered engine and transmission components, and metallic filters, as well as polymer bearings primarily under the Federal-Mogul, Deva, Fel-Pro, FP Diesel, Glyco, Metafram, Metagliss, National, Payen, and Poral brand names. The company?s Vehicle Safety and Protection segment offers brake disc pads, brake linings, brake blocks, element resistant systems protection sleeving products, flexible heat shield s, brake system components, chassis products, windshield wipers, fuel pumps, and lighting products under the Federal-Mogul, Abex, Anco, Bentley-Harris, Beral, Champion, Ferodo, Moog, ThermoQuiet, and Wagner brands. Its Global Aftermarket segment provides aftermarket products to distributors, retail parts stores, and mass merchants who distribute these products to professional service providers and do-it-yourself consumers under the Abex, AE, ANCO, Beral, Carter, Champion, Fel-Pro, Ferodo, FP Diesel, Glyco, Goetze, MOOG, National, Necto, Nural, Payen, Sealed Power, ThermoQuiet, and Wagner brand names. The company serves original equipment manufacturers of automotive, as well as light, medium and heavy-duty commercial vehicles; and agricultural, marine, rail, aerospace, off-road, and industrial applications, as well as the aftermarket sector. The company was founded in 1899 and is headquartered in Southfield, Michigan. Federal-Mogul Corporation is a subsidiary of Icahn Enterpr ises L.P.

Advisors' Opinion:

• [By Patrick Morris]

  Honeywell (NYSE: HON  ) announced today that Federal-Mogul (NASDAQ: FDML  ) has agreed to purchase portions of its brake friction business in the automotive and industrial sectors for $155 million. Honeywell has more than 2,000 global employees in its Friction Material business, which is headquartered in Germany.�

Hot Companies To Own In Right Now: Ausdrill Ltd (ASL)

Ausdrill Limited is a mining and energy services company providing exploration, mine development, surfacing and underground mining, manufacturing, energy and infrastructure services globally. The Company operates in five segments: Mining Services Australia, which includes the provision of mining services, including drilling and blasting, in-pit grade control, exploration drilling, earthmoving, waterwell drilling, energy drilling, equipment hire, equipment parts and sales and mineral analysis in Australia; Contract Mining Services Africa, which includes the provision of mining services, including drilling and blasting, in pit grade control, exploration drilling and earthmoving in Africa; Manufacturing, which includes manufacture of drilling rods and consumables, drill rigs and dump truck tray bodies; Supply and Logistics, which includes the provision of mining supplies and logistics services and Other, which includes its central functions like treasury, financing and administration. Advisors' Opinion:

• [By Adam Haigh]

  Toyota Motor Corp. (7203), the world�� biggest carmaker, lost 1.3 percent in Tokyo after its net-income forecast fell short of analyst estimates. Ausdrill Ltd. (ASL) slumped 29 percent in Sydney after the drilling contractor said its expects a lower profit. GungHo Online Entertainment Inc. gained 2.5 percent as Japan Exchange Group Inc. and Nikkei Inc. said the Internet-game maker will be included in their new index.