This week, 17 stocks get A’s (“strong buy”) in Portfolio Grader‘s three main grading categories, Total Grade, Overall Fundamental Grade and Quantitative Grade.
These are the best of the best in the entire Portfolio Grader database. This week, there are 4,292 stocks and only these 17 get top marks in all categories to make the elite “Triple A” stocks list. Here they are:
Top Diversified Bank Stocks To Invest In 2015: TomTom NV (TMOAF.PK)
TomTom NV is the Netherlands-based supplier of location and navigation products and services. The Company�� offer includes maps, speed cameras, portable navigation devices (PND), fleet management services (FMS), and smart phone applications. It consists of four customer-facing segments: Consumer, Automotive, Business Solutions and Licensing. The Consumer segment is engaged in the sale of PNDs, speed cameras, maps and other related navigation services to end customers. Automotive sells in-dash navigation solutions, speed cameras, grade maps and services to companies in automotive segment, as well as PNDs for fitness products. The Business solutions segment provides fleet management services and solutions, such as fleet trackers, to fleet owners. Licensing sells digital maps, mobile applications and other content to customers within multiple market segments. The Company operates in over 35 countries worldwide. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:- [By Genesis Housing]
Nokia's HERE division is worth E1bn assuming a similar market cap as TomTom (TMOAF.PK) but offers significant upside as maps become the next platform for e-commerce. Assuming Nokia's net cash position declines to E2bn at Q3 from E4.1bn in Q2 (given the E1.7bn NSN deal as well as incremental cash burn due to supporting product launches), the combined value of Nokia's Net Cash, HERE division and NSN division is in line with the current market cap of Nokia.
Best Communications Equipment Companies To Watch In Right Now: Nokia Oyj (NOK1V)
Nokia Oyj is a Finland-based company engaged in the manufacture of mobile devices and networks. It operates three business segments. Devices & Services segment is divided into two areas, Smart Devices, focused on Nokia�� advanced products, such as smart phones, product development and marketing; and Mobile Phones, active in the area of mass market entry and feature phones, affordable smart phones, services, and applications. It also includes net sale of spare parts. Location & Commerce (HERE) segment develops location-based products and services for consumers, as well as platform services and local commerce services for the Group. Additionally, it provides content and map data to NAVTEQ�� customers. Nokia Siemens Networks segment provides a portfolio of mobile, fixed and converged network technology, and professional services, such as consultancy, systems integration, deployment and maintenance. In August 2013, it acquired Siemens AG's whole stake in Nokia Siemens Networks. Advisors' Opinion:- [By Caroline Chen]
Activist funds generally acquire equity stakes in companies and try to force management and boards to make changes that boost share prices and investor returns. New York-based Third Point was founded by Loeb and this year disclosed stakes in companies including Sony, Nokia Oyj (NOK1V) and Sotheby��.
- [By Tom Stoukas]
Alcatel Lucent SA (ALU) jumped 6.3 percent to 2.69 euros. Nokia Oyj (NOK1V), which is set to become a manufacturer focusing on wireless networks after the sale of its handset business, is evaluating a linkup with the French company, two people with knowledge of the matter said.
- [By Sharon Cho]
BYD Electronic International Co. and Compal Communications Inc. led gains of Nokia Oyj (NOK1V)�� Asian suppliers after Microsoft Corp. offered to pay 5.44 billion euros ($7.2 billion) for the Finnish company�� handset business. Samsung Electronics Co. (005930) declined 1 percent.
Best Communications Equipment Companies To Watch In Right Now: ADVA Optical Networking SE (ADV)
ADVA Optical Networking SE is a Germany-based company that develops, manufactures and sells optical and Ethernet-based networking solutions to telecommunications carriers and enterprises to deploy, manage and deliver data storage, voice and video services in metropolitan areas. Its optical transmission solutions are based on wavelength division multiplexing (WDM) technology. Its Ethernet-optimized transmission solutions for fiber- or copper-based lines are used to provide access for enterprises into a carrier's network. Its systems are used by telecommunications services providers, companies, universities and government agencies worldwide. It sells its product portfolio both directly and through an international network of distribution partners. Its optical and Ethernet-based network solutions have been deployed by more than 250 carriers and more than 10,000 enterprises. As of December 31, 2012, the Company had 13 wholly owned subsidiaries across Europe, Asia, North and Latin America. Advisors' Opinion:- [By Adrian Day]
Adrian Day: Yes, yes, I like the concept of looking up the secondary plays. I mean, you know we own Altius (ALS) for example, rather than Alderon (ADV). Altius owns 30% of Alderon, that is more diversified, has a better balance sheet. If Alderon succeeds, Atius will succeed.
- [By Holly LaFon]
We re-established an investment in CME Group, Inc. (CME) during the period. CME is the largest and most diversified derivatives marketplace in the U.S. Its exchanges support trading across a variety of asset classes, including interest rates, equity indexes, energy, agricultural commodities, foreign exchange and metals. We believe CME has the opportunity to significantly accelerate its growth rates due to the eventual normalization of interest rates and the attendant interest rate volatility. CME's interest rate trading volumes (ADV) have been depressed as a result of the Fed's zero interest rate policy and low interest rate volatility. For example, interest rate ADV was 4.8 million in 2012compared to 7.1 million in 2007, before the financial crisis. However, given the Fed's recent policy statements (discussed above), market participants are starting to anticipate an end to quantitative easing (QE). On May 30, CME experienced record volume for interest rate derivatives with ADV of 19.4 million. With the globalization of CME's business, a host of new products, and the regulatory requirement for interest rate swaps to be cleared on an exchange, we believe CME's interest rate volumes can surpass their prior peak, significantly driving earnings growth for the company.
Best Communications Equipment Companies To Watch In Right Now: LifeLock Inc (LOCK)
LifeLock, Inc., incorporated on April 12, 2005, is a provider of proactive identity theft protection services for consumers and identity risk assessment and fraud protection services for enterprises. It operates in two segments: consumer segment and an enterprise segment. In its consumer segment, the Company offer identity theft protection services to consumers on a monthly or annual subscription basis. In its enterprise segment, it offer identity risk assessment and fraud protection services to enterprise customers who pay the Company based on their monthly volume of transactions with it. It protects its consumer subscribers, whom it refers to as its members, by monitoring identity-related events, such as new account openings and credit-related applications. It also provides remediation services to its members in the event that an identity theft actually occurs. On March 14, 2012, the Company acquired ID Analytics, Inc. In December 2013, the Company announced that it has completed the acquisition of Lemon Inc.
Consumer Business
The Company protects its members by proactively monitoring identity-related events, such as new account openings and credit-related applications, which may present a risk of identity theft. If it detects that a member�� personally identifiable information is being used, the Company sends notifications and alerts, including proactive, near real-time, actionable alerts, to the member via text message, phone call, or e-mail through its LifeLock Identity Alert system that allows the member to confirm valid or unauthorized identity use.
Enterprise Business
The Company delivers on-demand identity risk assessment and authentication information about consumers to its enterprise customers in their daily transaction flows. Its enterprise customers utilize this information in real time to authenticate their customers, assess their risk profile, and enhance the enterprise�� decision making process on which to base account opening, le! nding, credit, and other risk-based decisions. By integrating its services into their business processes, its enterprise customers can reduce potential financial losses from identity fraud. Information generated from the transaction flow at its enterprise customers is transmitted back to its data repositories, which continually enhances the LifeLock ecosystem and helps strengthen the services the Company can provide to its customers in the future.
The Company competes with Experian, Equifax, TransUnion, Affinion, Early Warning Systems, Intersections and LexisNexis.
Advisors' Opinion:- [By Rick Munarriz]
LifeLock (NYSE: LOCK ) has been a beneficiary over the years, as folks turn to the company to monitor potential ID breaches. It scored another strong quarter, with revenue climbing 30% and adjusted profitability more than doubling.�
Best Communications Equipment Companies To Watch In Right Now: 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 Damian Illia]
The ADT Corporation (ADT) is a provider of electronic security, interactive home and business automation and related monitoring services in the U.S. and Canada (about 6.5 million residential and small business customers).
- [By Jonas Elmerraji]
We're seeing the exact same setup in shares of security monitoring firm ADT (ADT) right now. The big difference is that ADT has shown investors some miserable relative strength in 2013. Unlike Corning, this stock has actually managed to lose 12% during a double-digit rally in the rest of the market. That weakness coming into the fourth quarter makes ADT look more likely to follow through with a breakdown.
In ADT's chart, the key support level comes in at $39. If shares can't hold that price level, it's time to hit the sell button. Whenever you're looking at any technical price pattern, it's critical to think in terms of those buyers and sellers. Triangles and other pattern names are a good quick way to explain what's going on in a stock, but they're not the reason it's tradable. Instead, it all comes down to supply and demand for shares.
That support level at $39 is a price at which there had been an excess of demand of shares; in other words, it's a place at which buyers were more eager to step in and buy shares at a lower price than sellers were to sell. That's what makes a breakdown below $39 so significant; the move would indicate that sellers are finally strong enough to absorb all of the excess demand above that price level. Wait for that trigger before you sell.
Lower highs in momentum add some extra confidence to the bear bias in ADT this fall.
Best Communications Equipment Companies To Watch In Right Now: Ubiquiti Networks Inc (UBNT)
Ubiquiti Networks, Inc. (Ubiquiti), incorporated on June 24, 2010, is a communications technology Company. designs, manufactures and sells broadband wireless solutions worldwide. The Company offers a portfolio of wireless networking products and solutions, including systems, high performance radios, antennas and management tools, designed for wireless networking and other applications in the unlicensed radio frequency (RF) spectrum. The Company offers solutions that incorporate its RF technology, antenna design and firmware technologies, which it refers to as AirTechnologies. It offers a portfolio of communications networking products and solutions and it recently introduced products in the video surveillance, wireless backhaul and machine-to-machine communication markets.
The Company�� business is driven by a community of network operators, service providers, distributors, value added resellers (VARs) and system integrators, which it refers to as the Ubiquiti Community. As of June 30, 2013, Ubiquiti�� AirTechnologies included, UBNT, airMAX, UniFi, mFi, EdgeMAX, airVision, airFiber, airOS, NanoStation, airGrid, NanoBridge, and a number of trademark applications and registrations in the United States and other countries. The Company technology enables it to provide end to end wireless networking solutions for network operators and service providers in underserved and underpenetrated markets. It designs its products and solutions using hardware and industry standard chipsets to enable these providers to deliver carrier class wireless broadband access and services to their subscribers.
Enterprise WLAN - UniFi
Unifi hardware utilizes MIMO technology, works with 802.11 standards, and uses a single cable for data transmission and power-over-ethernet. Unlike other enterprise Wi-Fi systems that utilize a hardware Wi-Fi switch, Unifi uses a virtual controller that allows for on-site management or remote management through the cloud. Each UniFi access point a! nd can be managed centrally with the UniFi Controller software. The UniFi Controller enables enterprise WLAN managers to centrally configure and administer a UniFi network and individual access points without any special training and through secure access from any Web browser. The UniFi Controller provides automatic UniFi access point detection, firmware updates, real-time status, map loading and advanced security options.
Video Surveillance - airVision
The H.264 cameras use a single cable for data transmission and power-over-ethernet. AirVision, its management controller software, can be used to manage multiple AirCam H.264 IP cameras as well as manage other digital video recorder devices. AirVision software is available for download at no cost on its Website and only manages Ubiquiti Network camera devices. Similar to its other network management products, airVision can be accessed securely from any Web browser, provides statistical reporting and analytics and provides a management console with camera settings and event recordings.
Machine-To-Machine Communication - mFi
In June 2012, the Company announced mFi, which includes hardware sensors, power devices, and management software that allows devices to be controlled remotely. For example, mFi allows users to manage and monitor their building temperature and power consumption. The management controller software is IP based and can be accessed from any browser locally or through the cloud. MFi software allows management to create rules using if/then statements to control numerous devices.
The Company competes with Motorola, Trango, Cisco Systems, Proxim, Mikrotikls, Senao, Ceragon Networks, DragonWave, Ruckus Wireless, TP-LINK Technologies CO., LTD, Andrew Corporation, PCTEL, Aruba Networks, Inc, Vivotek, Inc., Axis Communications AB , Mobotix Corp, Cambium Networks , SAF Tehnika, EnergyHub, Inc., AlertMe.com Ltd and Radio Waves Inc.
Advisors' Opinion:- [By Robert Eberhard]
What:�Shares of�Ubiquiti Networks� (NASDAQ: UBNT ) have climbed today by as much as 26% after the company reported earnings last night.
- [By Roberto Pedone]
Another technology stock that insiders are active in here is Ubiquiti Networks (UBNT), which develops high-performance networking technology for service providers and enterprises. Insiders are buying this stock into big time strength, since shares are up a whopping 211% so far in 2013.
Ubiquiti Networks has a market cap of $3.3 billion and an enterprise value of $3.4 billion. This stock trades at a fair valuation, with a trailing price-to-earnings of 31.65 and a forward price-to-earnings of 18.48. Its estimated growth rate for this year is 100%, and for next year it's pegged at 13.2%. This is a cash-rich company, since the total cash position on its balance sheet is $279.73 million and its total debt is $74.89 million.
A director just bought 20,000 shares, or about $737,000 worth of stock, at $36.85 per share.
From a technical perspective, UBNT is currently trending above its 200-day moving average and just below its 50-day moving average, which is neutral trendwise. This stock has been trending sideways for the last month and change, with shares moving between $36.30 on the downside and $44.80 on the upside. Traders should keep an eye on shares of UBNT for any high-volume move above the upper-end of its recent range, since that could trigger a big breakout for this stock.
If you're in the bull camp on UBNT, then I would look for long-biased trades as long as this stock is trending above some near-term support at $36.30 and then once it breaks out above some near-term overhead resistance levels at $39.35 to $40.59 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 905,311 shares. If that breakout triggers soon, then UBNT will set up to re-test or possibly take out its all-time high at $44.80 a share. Any high-volume move above $44.80 will then give UBNT a chance to tag $50 to $55 a share.
- [By Vera Yuan]
Ubiquiti Networks (UBNT) designs and manufactures wireless broadband infrastructure equipment and other communications. Ubiquiti initially came to our attention in early 2013 after suffering declines in earnings. While being optimistic about overall market demand, our research led us to conclude that the problems facing the company were temporary and we invested in the stock. Management executed on the turnaround, which drove both revenue and earnings growth. As a result the stock has more than doubled from our initial purchase price.From Meridian Funds (Trades, Portfolio)��Meridian Contrarian Fund Second Quarter Commentary.Also check out: Meridian Funds Undervalued Stocks Meridian Funds Top Growth Companies Meridian Funds High Yield stocks, and Stocks that Meridian Funds keeps buying Currently 0.00/512345
Rating: 0.0/5 (0 votes)
- [By Mani]
Ubiquiti Networks, Inc. (NASDAQ:UBNT) shares have been in rally mode, particularly since reporting strong quarterly results in August, gaining 57 percent. Over the past three months, shares have climbed nearly 100 percent versus a 9 percent gain in the NASDAQ.
Best Communications Equipment Companies To Watch In Right Now: Houston Wire & Cable Co (HWCC)
Houston Wire & Cable Company, incorporated in 1997, provides wire and cable and related services to the United States market. The Company offers its customers with a single-source solution for wire and cable, hardware and related services. The Company offers products in categories of wire and cable, including continuous and interlocked armor cable, control and power cable, electronic wire and cable, flexible and portable cords, instrumentation and thermocouple cable, lead and high temperature cable, medium voltage cable, premise and category wire and cable, wire rope and wire rope slings, as well as nylon slings, chain, shackles and other related hardware. It also offers private branded products, including its brand LifeGuard, a low-smoke, zero-halogen cable. On January 1, 2011, the acquired companies were merged into HWC Wire & Cable Company.
The Company�� products are used in repair and replacement, also known as maintenance, repair and operations (MRO), and related projects, larger-scale projects in the utility, industrial and infrastructure markets and a diverse range of industrial applications, including communications, energy, engineering and construction, general manufacturing, mining, construction, oilfield services, infrastructure, petrochemical, transportation, utility, wastewater treatment, marine construction and marine transportation. During the year ended December 31, 2011, the Company served approximately 6,000 customers.
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 Houston Wire & Cable (Nasdaq: HWCC ) , whose recent revenue and earnings are plotted below.
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