Investors often have problems with timing and emotion; below, I��l share some ideas for funds that you can hold through the long-haul, suggests contrarian investing expert Russel Kinnel in Morningstar Mutual Fund Investor.
To find funds that will make an ideal long-term match, look for those with relatively low Morningstar Risk ratings. Here are some funds with modest volatility and outstanding Morningstar Investor Returns.
Berwyn Income (US:BERIX) is remarkably dull. With just 25% of assets in equities most years, the fund rarely has extreme performance. It lost just 10.1% in 2008 (its typical competitor lost almost 19%), and usually, it has single-digit positive returns.
Assets are spread among dividend-paying stocks, cash, preferreds, convertible bonds, corporate bonds, and Treasuries. The fund has consistently produced top-quartile five-year returns, and that�� kept investors on board.
Conestoga Small Cap (US:CCASX) provides some welcome moderation in a volatile category��mall growth. Management looks for companies with strong franchises and robust returns on equity, as well as little debt. It�� a conservative strategy that has kept the fund out of trouble most of the time.
Hot Shipping Stocks To Invest In Right Now: Petroquest Energy Inc(PQ)
PetroQuest Energy, Inc. operates as an independent oil and gas company. It engages in the acquisition, exploration, development, and operation of oil and gas properties in Oklahoma, Arkansas, and Texas, as well as onshore and in the shallow waters offshore the Gulf Coast Basin. As of December 31, 2009, the company had estimated proved reserves of 1,931 thousand barrels of oil and 167,361 million cubic feet equivalent of natural gas. It owned working interests in 9 net producing oil wells and 277 net producing gas wells. PetroQuest Energy was founded in 1983 and is headquartered in Lafayette, Louisiana.
Advisors' Opinion:- [By Jon C. Ogg]
PetroQuest Energy Inc. (NYSE: PQ) was downgraded to Neutral from Overweight at J.P. Morgan.
Rubicon Technology Inc. (NASDAQ: RBCN) was downgraded to Underperform from Perform at Oppenheimer.
Top 10 Small Cap Stocks To Own Right Now: InterDigital Inc.(IDCC)
Interdigital, Inc. engages in the design and development of digital wireless technology solutions. The company offers technology solutions for use in digital cellular and wireless products and networks, including 2G, 3G, 4G, and IEEE 802-related products and networks. It holds patents related to the fundamental technologies that enable wireless communications. The company licenses its patents to equipment producers that manufacture, use, and sell digital cellular and IEEE 802-related products; and licenses or sells mobile broadband modem solutions, including modem IP, know-how, and reference platforms to mobile device manufacturers, semiconductor companies, and other equipment producers that manufacture, use, and sell digital cellular products. InterDigital?s solutions are incorporated in various products comprising mobile devices, such as cellular phones, tablets, notebook computers, and wireless personal digital assistants; wireless infrastructure equipment, such as base stations; and components, dongles, and modules for wireless devices. The company was founded in 1972 and is headquartered in King of Prussia, Pennsylvania.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of InterDigital (NASDAQ: IDCC ) have gotten crushed today by as much as 20% after the company lost a patent suit against several smartphone makers.
- [By Dan Caplinger]
Friday gave stock market investors some respite from losses earlier in the week, as major-market benchmarks managed to recover by around a quarter of a percent. Merger and acquisition activity helped bolster stocks in many different parts of the market, but concerns about the sustainability of the economic recovery held others back. Finisar (NASDAQ: FNSR ) , InterDigital (NASDAQ: IDCC ) , and GNC Holdings (NYSE: GNC ) were among the worst performers of the day.
- [By Bryan Murphy]
Well, it would be inaccurate to see patent-defense companies like Vringo, Inc. (NASDAQ:VRNG), InterDigital, Inc. (NASDAQ:IDCC), and Acacia Research Corp. (NASDAQ:ACTG) have been forced into going out of business. But, it wouldn't be inaccurate to say some of these so-called patent trolls are now potentially facing a much bigger legal headwind. Investors of companies like IDCC, ACTG, and VRNG may want to reassess the upside of their holdings, now that new laws regarding patent litigation have all but been put into place.
- [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does InterDigital (NASDAQ: IDCC ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.
Top 10 Small Cap Stocks To Own Right Now: OCZ Technology Group Inc(OCZ)
OCZ Technology Group, Inc. designs, develops, manufactures, and distributes computer components for computing devices and systems worldwide. It primarily offers solid state drives, flash memory storage, memory modules, thermal management solutions, AC/DC switching power supply units, and computer gaming solutions. The company?s products are used in industrial equipment and computer systems; computer and computer gaming solutions; mission critical servers and high end workstations; personal computer (PC) upgrades to extend the useable life of existing PCs; high performance computing and scientific computing; video and music editing; home theatre PCs and digital home convergence products; and digital photography and digital image manipulation computers. OCZ Technology Group, Inc. offers its products to retailers, on-line retailers, original equipment manufacturers, systems integrators, and distributors. The company was founded in 2002 and is headquartered in San Jose, Califo rnia.
Advisors' Opinion:- [By Rich Duprey]
The not-so-great and wonderful OCZ
There was no company-specific news that caused solid-state-drive maker OCZ Technology (NASDAQ: OCZ ) to fall almost 8% Wednesday. But an article that appeared on Seeking Alpha �questioning whether the company had six months or less to live before it filed for bankruptcy seemed to coincide with its fall.
Top 10 Small Cap Stocks To Own Right Now: bebe stores inc.(BEBE)
bebe stores, inc. engages in the design, development, and production of women?s apparel and accessories. Its products include a range of separates, tops, dresses, active wear, and accessories in career, evening, casual, and active lifestyle categories. The company markets its products under the bebe, BEBE SPORT, bbsp, and 2b bebe brand names targeting 21 to 34-year-old woman. As of July 2, 2011, it operated 252 retail stores, and an online store at bebe.com in the United States, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Japan, and Canada, as well as 60 international licensee operated stores in south east Asia, the United Arab Emirates, Israel, Russia, Mexico, and Turkey. The company was founded in 1976 and is headquartered in Brisbane, California.
Advisors' Opinion:- [By Maria Armental and Anna Prior]
Bebe Stores Inc.(BEBE) said Chief Executive Steve Birkhold resigned and the board named Jim Wiggett, who has been advising the struggling retailer, as interim CEO. The women’s apparel and accessories retailer plans to begin the search for a permanent successor.
- [By Rich Duprey]
Women's fashion leader bebe (NASDAQ: BEBE ) has a new face on its board of directors. The specialty retailer announced Monday it has named Narry Singh to join the board, noting his contributions in the world of digital entertainment.
- [By Jeremy Bowman]
What: Shares of Bebe Stores (NASDAQ: BEBE ) were back in style today, gaining as much as 11% after receiving an upgrade from Janney Capital from Neutral to Buy.
Top 10 Small Cap Stocks To Own Right Now: China Metro-Rural Holdings Limited(CNR)
China Metro-Rural Holdings Limited, through its subsidiaries, primarily engages in the development and operation of agricultural logistics and trade centers in northeast China. It also involves in purchasing, processing, assembling, merchandising, and distributing pearls and jewelry products. The company markets its pearls and jewelry products to wholesale distributors and mass merchandisers in Europe, the United States, Hong Kong, and other parts of Asia. In addition, it develops, sells, and leases residential and commercial properties in Hong Kong and the People?s Republic of China. The company is based in Tsimshatsui, Hong Kong.
Advisors' Opinion:- [By Katie Brennan]
Canadian National Railway Co. (CNR) added 0.9 percent to C$104.93 and Canadian Pacific Railway Ltd. rose 1.7 percent to C$131.73.
Niko Resources surged 3.4 percent to $8.64 after the company entered an agreement for a $60 million loan that will be funded by a group of institutional investors. Net proceeds from the loan will be used to fund working capital requirements.
Top 10 Small Cap Stocks To Own Right Now: OmniVision Technologies Inc.(OVTI)
OmniVision Technologies, Inc. designs, develops, and markets semiconductor image-sensor devices. The company offers CameraChip image sensors, which are single-chip solutions that integrate various functions, such as image capture, image processing, color processing, signal conversion, and output of a processed image or video stream for use in various consumer and commercial mass-market applications; and CameraCube imaging devices that are image sensors with integrated wafer-level optics. It also provides companion chips used to connect its image sensors to various interfaces, including the universal serial bus and other industry standard interfaces; and companion digital signal processors that perform compression in standardized still photo and digital video formats. In addition, the company designs and develops software drivers for Linux, Mac OS, and Microsoft Windows, as well as for embedded operating systems, such as Blackberry OS, Palm OS, Symbian, Windows CE, Windows Embedded, and Windows Mobile. Its products are used in mobile phones, notebooks, Webcams, digital still and video cameras, commercial and security and surveillance, and automotive and medical applications, as well as in entertainment devices. The company sells its products directly to original equipment manufacturers and value added resellers, as well as indirectly through distributors worldwide. OmniVision Technologies, Inc. was founded in 1995 and is based in Santa Clara, California.
Advisors' Opinion:- [By Rich Bieglmeier]
OmniVision Technologies, Inc. (OVTI) plans to release its financial results for the second quarter of fiscal year 2014 on Tuesday, December 03, 2013, shortly after the market closes.� The Company plans to host a conference call to review the results and management's outlook for future periods at 5 p.m. (ET) that day.
- [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does OmniVision Technologies (NASDAQ: OVTI ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.
- [By Wallace Witkowski]
Shares of OmniVision (OVTI) �fell 13% to $13.89 on heavy volume after the company said it expects adjusted fiscal third-quarter earnings of 28 cents to 44 cents a share on revenue of $310 million to $340 million. Analysts surveyed by FactSet expect earnings of 43 cents a share on revenue of $399.5 million.
- [By Paul Ausick]
Stocks on the move: Apache Corp. (NYSE: APA) is up 8.9% at $85.66 after a $3.1 billion asset sale to Sinopec. OmniVision Technologies Inc. (NASDAQ: OVTI) is down 16.1% at $15.45 after warning on earnings due to lower sales of smartphones. E-Commerce China Dangdang Inc. (NYSE: DANG) is down 10.1% at $7.80 on a downgrade from JPMorgan.
Top 10 Small Cap Stocks To Own Right Now: FuelCell Energy Inc.(FCEL)
FuelCell Energy, Inc., together with its subsidiaries, engages in the development, manufacturing, and sale of high temperature fuel cells for clean electric power generation primarily in South Korea, the United States, Germany, Canada, and Japan. The company offers proprietary carbonate Direct FuelCell Power Plants that electrochemically produce electricity from hydrocarbon fuels, such as natural gas and biogas. Its fuel cells operate on a range of hydrocarbon fuels, including natural gas, renewable biogas, propane, methanol, coal gas, and coal mine methane. The company also develops carbonate fuel cells, planar solid oxide fuel cell technology, and other fuel cell technologies. It provides its products to universities; manufacturers; mission critical institutions, such as correction facilities and government installations; hotels; and natural gas letdown stations, as well as to customers who use renewable biogas for fuel, including municipal water treatment facilities, br eweries, and food processors. The company was founded in 1969 and is headquartered in Danbury, Connecticut.
Advisors' Opinion:- [By John Udovich]
Small cap hydrogen fuel stocks Hydrogenics Corporation (NASDAQ: HYGS), FuelCell Energy Inc (NASDAQ: FCEL), HyperSolar Inc (OTCMKTS: HYSR) and HydroPhi Technologies Group, Inc (OTCMKTS: HPTG) are some of the lesser known small caps that are�working with hydrogen fuel or hydrogen fuel cell related technology. I should say that small cap hydrogen stocks are not for risk adverse investors as there are considerable unanswered questions about hydrogen fuel related technology and whether it can be a viable green technology given the fueling infrastructure needed along with the�energy and expense involved in creating hydrogen�(Note: None of these small cap�stocks are profitable at ). But any new technology will pose the same types of risks for early stage investors���especially if its so-called green technology.�
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