Tuesday, March 10, 2015

Best Information Technology Companies For 2014

With shares of Xerox (NYSE:XRX) trading around $9, is XRX an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:

T = Trends for a Stock’s Movement

Xerox�provides a portfolio of business process and information technology outsourcing support, document technology and solutions. Through the company�� business process and information technology outsourcing, it offers global services from claims reimbursement, electronic toll transactions, management of human resource benefits and customer care centers, and the operation of a company’s technology infrastructure. Xerox operates in three business segments: Services, Technology, and Other. Companies are growing at explosive rates worldwide and they need support from companies who have already dealt with these situations. Look for Xerox to continue supporting businesses in growing economies worldwide.

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T = Technicals on the Stock Chart are Strong

10 Best Quality Stocks To Own For 2015: CalAmp Corp (CAMP)

CalAmp Corp. (CalAmp) develops and markets wireless technology solutions that deliver data, voice and video for critical networked communications and other applications. The Company has two business segments: Wireless DataCom, which serves commercial, industrial and government customers, and Satellite, which focuses on the North American Direct Broadcast Satellite (DBS) market. In May 2012, CalAmp Corp announced that it has entered into a five-year supply agreement to provide fleet tracking products to Navman Wireless. As part of the transaction, CalAmp has acquired certain products and technologies from Navman Wireless and established a research and development center in Auckland, New Zealand. The assets acquired by CalAmp include technology for Mobile Display Terminals (MDT) and an MDT product line marketed to telematics original equipment manufacturers (OEMs) globally. In March 2013, it completed the acquisition of the operations of Wireless Matrix Corporation.

Wireless DataCom

The Wireless DataCom segment provides wireless technology, products and services for industrial Machine-to-Machine (M2M) and Mobile Resource Management (MRM) market segments for a range of applications, including optimizing and automating electricity distribution and ancillary utility functions; facilitating communication and coordination among emergency first-responders; increasing productivity and optimizing activities of mobile workforces; improving management control over valuable remote and mobile assets, and enabling emerging applications in a wirelessly connected world.

The Company's Wireless DataCom segment is comprised of a Wireless Networks business and an MRM business. CalAmp's Wireless Networks business provides products, systems and services to industrial, utility, energy and transportation enterprises and state and local governmental entities for deployment where the ability to communicate with mobile personnel or to command and control remote assets is crucial. Utilities! , oil and gas, mining, railroad and security companies rely on CalAmp products for wireless data communications to and from outlying locations, permitting real-time monitoring, activation and control of remote equipment. Applications include remotely measuring freshwater and wastewater flows, pipeline flow monitoring for oil and gas transport, automated utility meter reading, remote Internet access and perimeter monitoring. CalAmp is among the leaders in the application of wireless communications technology to Smart Grid power distribution automation for electric utilities.

MRM wireless solutions include global positioning system (GPS) location, cellular data modems and programmable events-based notification firmware as key components, allowing customers to know where and how their assets are performing, no matter where those mobile assets are located. Commercial organizations, vehicle finance providers, city and county governments, and a range of other enterprises rely on CalAmp products and systems to optimize delivery of services and protect valuable assets. Applications include fleet management, asset tracking, student and school bus tracking and route optimization, stolen vehicle recovery, remote asset security, remote vehicle start, and machine-to-machine communications. In addition to functioning as an OEM supplier of location and communications hardware for MRM applications, CalAmp is a total solutions provider of turn-key systems incorporating location and communications hardware, cellular airtime and Web-based remote asset management tools and interfaces.

The Company competes with Motorola Solutions, GE-MDS, Freewave, Sierra Wireless, GenX, Spireon, Novatel Wireless-Enfora and Xirgo.

Satellite

The Satellite segment develops, manufactures and sells DBS outdoor customer premise equipment and whole home video networking devices for digital and high definition satellite television (TV) reception. CalAmp's satellite products are sold primarily to ! EchoStar,! an affiliate of Dish Network.

The Company's DBS reception products are installed at subscriber premises to receive television programming signals transmitted from orbiting satellites. These DBS reception products consist principally of outdoor electronics that receive, process, amplify and switch satellite television signals for distribution over coaxial cable to multiple set-top boxes inside the home that can acquire, recognize and process the signal to create a picture.

The Company competes with Sharp, Wistron NeWeb Corporation, Microelectronics Technology, Pro Brand and Global Invacom.

Advisors' Opinion:
  • [By Eric Bleeker, CFA]

    There are two different ways to play the Internet of Things: vertically and horizontally. CalAmp (NASDAQ: CAMP  ) is the vertical strategy; Splunk (NASDAQ: SPLK  ) is horizontal.

  • [By Rich Bieglmeier]

    [Related -CalAmp (CAMP) To Supply Mobile Data Network For City Ff Buffalo Emergency Services]

    CalAmp develops and markets wireless technology solutions that deliver data, voice and video for critical networked communications and other applications. The Company has two business segments: Wireless DataCom, which serves commercial, industrial and government customers, and Satellite, which focuses on the North American Direct Broadcast Satellite (DBS) market.

Best Information Technology Companies For 2014: Equity Residential (EQR)

Equity Residential (EQR) is a real estate investment trust (REIT). The Company is focused on the acquisition, development and management of multi-family residential properties, which includes the generation of rental and other related income through the leasing of apartment units to residents, in United States. ERP Operating Limited Partnership (or Operating Partnership), which is an Illinois limited partnership, conducts the multifamily residential property business of EQR. All of the Company's property ownership, development and related business operations are conducted through the Operating Partnership. The Operating Partnership holds all of the assets of the Company, including the Company's ownership interests in its joint ventures. As of December 31, 2011, the Company, directly or indirectly through investments in title holding entities, owned all or a portion of 427 properties located in 15 states and the District of Columbia consisting of 121,974 apartment units. In December 2012, it acquired four multifamily properties totaling 1,134 units.

The Company is structured as an umbrella partnership REIT (UPREIT). EQR is the general partner of, and, as of December 31, 2011, owned an approximate 95.7% ownership interest in ERPOP. The remaining 4.3% interest is owned by limited partners. As of December 31, 2012, the Company�� wholly owned properties included 404 properties and 113,157 apartment units. Its consolidated partially owned properties include 21 properties and 3,916 apartment units. The Company�� military housing includes two properties and 4,901 apartment units. As of December 31, 2011, the Company�� properties had an average occupancy of approximately 94.2% (94.7% on a same store basis).

During the year ended December 31, 2011, EQR acquired apartment properties consisting of 20 consolidated properties and 6,103 apartment units and acquired five land parcels; acquired one vacant land parcel in New York City in a joint venture with Toll Brothers, and acquired o! ne unoccupied property in the San Francisco Bay Area consisting of 95 apartment units. During 2011, it also acquired a 97,000-square foot commercial building adjacent to its Harbor Steps apartment property in downtown Seattle, and sold consolidated apartment properties consisting of 47 properties and 14,345 apartment units. Subsequent to 2011, the Company acquired two land parcels, and sold one property consisting of 704 apartment units.

Advisors' Opinion:
  • [By Rich Duprey]

    Apartment-building operator�Equity Residential (NYSE: EQR  ) announced today its second-quarter dividend of $0.40 per share, the same rate it paid last quarter after raising the payout 18.5%, from $0.3375 per share, in the third quarter of 2012.

  • [By Sean Williams]

    Take UDR (NYSE: UDR  ) or Equity Residential (NYSE: EQR  ) as perfect examples. Both have successfully been adding new communities and making FFO-accretive acquisitions in order to expand their rental portfolios. But, UDR and Equity Residential now boast debt-to-equity ratios in excess of 110%, with UDR carrying $3.5 billion in net debt and Equity Residential lugging around close to $11.6 billion in net debt. Although this debt has been refinanced or taken out in many cases as historically low lending levels, higher rates could stall community expansion for this sector and hurt bottom-line profits because of interest payments.

  • [By Dimitra DeFotis]

    Among real estate trusts:

    American Tower��(AMT),�the diversified �REIT, is the best performer in the index.�It was�up 4.6% after saying�Friday it will buy the parent of tower operator Global Tower Partners for $4.8 billion. HCP (HCP), a healthcare REIT, was�up 3.3%. Prologis (PLD) an industrial REIT, was�up 2.8%. Vornado Realty Trust (VNO) was�up 2.7%. Boston Properties (BXP), the office REIT, was�up 2.3%. Equity Residential (EQR), a residential REIT, was�up 2.4%. Ventas (VTR), a healthcare REIT, was�up 2%.

     

Best Information Technology Companies For 2014: Universal Technical Institute Inc(UTI)

Universal Technical Institute, Inc. engages in the provision of postsecondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle, and marine technicians in the United States. It offers undergraduate degree, diploma, and certificate programs through its campuses under various brands, including Universal Technical Institute, Motorcycle Mechanics Institute and Marine Mechanics Institute, and NASCAR Technical Institute. The company also provides manufacturer-specific training programs comprising student paid electives at its campuses and manufacturer or dealer sponsored training at certain campuses and dedicated training centers. Universal Technical Institute, Inc. was founded in 1965 and is headquartered in Scottsdale, Arizona.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected From: Bank of Montreal (NYSE: BMO), United Natural Foods, Inc. (NASDAQ: UNFI), OmniVision Technology, Inc. (NASDAQ: OVTI), Universal Technical Institute, Inc. (NYSE: UTI) Economic Releases Expected: Chinese HSBC Services PMI, Australian GDP, Brazilian GDP, eurozone PPI, British construction PMI.

    Wednesday

  • [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 Universal Technical Institute (NYSE: UTI  ) , whose recent revenue and earnings are plotted below.

  • [By Eric Volkman]

    Universal Technical Institute (NYSE: UTI  ) doesn't seem like it needs to learn how to make dividend payments. The company is staying true to recent form by declaring a quarterly distribution, which is to be $0.10 per share. This will be paid on June 28 to shareholders of record as of June 21. That amount matches each of the firm's previous regular distributions, the most recent of which was disbursed in late March.

Best Information Technology Companies For 2014: Scripps Networks Interactive Inc(SNI)

Scripps Networks Interactive, Inc. operates as a lifestyle content company in the United States and internationally. It engages in the operation of television networks, including Home and Garden Television, Food Network, Travel Channel, DIY Network, Cooking Channel, and Great American Country. The company also operates Websites, including FoodNetwork.com, Food.com, CookingChannelTV.com, HGTV.com, DIYnetwork.com, and Travelchannel.com that are associated with its television networks and other Internet-based businesses serving food, home, and travel related categories. Scripps Networks Interactive, Inc. is headquartered in Knoxville, Tennessee.

Advisors' Opinion:
  • [By Will Ashworth]

    Next Page

    Top Potential Buyouts: #2, Scripps Networks Interactive (SNI)/AMC Networks

    In February, I discussed potential buyouts that could take place within the cable industry. One of the scenarios I mentioned was a merger between Scripps Networks Interactive (SNI) and AMC Networks (AMCX). The combined entity would have three of the top cable networks in terms of viewership with AMC, HGTV and Food Network. Both companies are family-controlled, so any deal would require the support of both the Dolans (AMC) and Scripps (HGTV, Food Network).

  • [By Tim Beyers]

    You probably don't know Ken Lowe. Why should you? He's the CEO of Scripps Network Interactive (NYSE: SNI  ) , a five-year-old entertainment holding company that tends to keep clear of controversy. Or at least it used to.

  • [By Lauren Pollock]

    Discovery Communications Inc.(DISCA) is mulling a bid for Scripps Network Interactive Inc.(SNI), the owner of cable channels like the Food Network and HGTV, according to a person familiar with the matter. Shares of Scripps jumped 10% to $83.01 premarket.

Best Information Technology Companies For 2014: Gilat Satellite Networks Ltd.(GILT)

Gilat Satellite Networks Ltd. provides Internet Protocol (IP) based digital satellite communication and networking products and services worldwide. The company engages in the design, production, and marketing of very small aperture terminals (VSATs) and related VSAT network equipment, such as power amplifiers and low-profile antennas. Its VSAT products include SkyEdge and SkyEdge II products that deliver broadband connectivity, such as Internet, voice, data, and video services. The company also provides Spacenet managed network communications services through satellite networks and hybrid satellite terrestrial networks; and Wavestream solid state power amplifiers to system integrators that serve various defense and homeland security agencies. It also offers SkyAbis solution that provides cellular backhaul for rural communications; Connexstar networks that are standardized commercial grade satellite services; and StarBand satellite Internet services, which are geared for sm all office and residential users. In addition, the company provides various solutions, including project management, network design, deployment logistics, implementation and integration, operational services, and maintenance and support. It sells its products primarily to communication service providers and operators that use VSATs to serve enterprise, government, and residential users, as well as directly to end-users. Gilat Satellite Networks Ltd. was founded in 1987 and is headquartered in Petah Tikva, Israel.

Advisors' Opinion:
  • [By James Miller Phd]

    The company has a current ratio of 13.05% which is higher than the one registered by Charter Communications Inc. (CHTR), Digital Globe Inc. (DGI), EchoStar Corp (SATS), Gilat Satellite Networks Ltd. (GILT) and Intelsat SA (I).

Best Information Technology Companies For 2014: Penn Virginia Resource Partners LP(PVR)

Penn Virginia Resource Partners, L.P. engages in the management of coal and natural resource properties; and gathering and processing of natural gas in the United States. It operates in two segments, Coal and Natural Resource Management, and Natural Gas Midstream. The Coal and Natural Resource Management segment primarily involves in the management and leasing of coal properties. It also engages in land management activities; and provides coal preparation and loading services. The segment owns approximately 900 million tons of proven coal reserves in northern and central Appalachia, and the Illinois and San Juan Basins. The Natural Gas Midstream segment offers gas processing, gathering, and other related natural gas services. This segment owns and operates natural gas midstream assets located in Oklahoma, Pennsylvania, and Texas. It owned and operated approximately 4,200 miles of natural gas gathering pipelines and 7 natural gas processing facilities with approximately 420 million cubic feet per day of capacity. This segment also owns a natural gas marketing business, which aggregates third-party volumes and sells those volumes into intrastate pipeline systems and at market hubs accessed by various interstate pipelines. The company was founded in 1882 and is based in Radnor, Pennsylvania.

Advisors' Opinion:
  • [By Paul Ausick]

    This deal follows three midstream transactions already this month. Regency Energy Partners LP (NYSE: RGP) will acquire PVR Partners LP (NYSE: PVR) for $5.6 billion, Crestwood Midstream LP (NASDAQ: CMLP) will acquire Arrow Midstream LLC for $750 million, and Buckeye Partners LP (NYSE: BPL) will pay $650 million to Hess Corp. (NYSE: HES) for 20 petroleum products terminals along the East Coast.

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