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 -8 stocks and only these 17 get top marks in all categories to make the elite “Triple A” stocks list. Here they are:
Hot Communications Equipment Stocks To Watch For 2015: Belden Inc (BDC)
Belden Inc. (Belden), incorporated on May 18, 1988, designs, manufactures and markets cable, connectivity, and networking products in markets including industrial, enterprise, and broadcast. The Company operates in three segments: the Americas segment, the Europe, Middle East, and Africa (EMEA) segment and the Asia Pacific segment. The Company�� offers cable, connectivity and networking products, including power generation and distribution, data centers, oil and gas, broadcast, transportation, healthcare and industrial automation. In December 2012, Carlisle Companies Inc acquired Thermax-Raydex business from the Company. In December 2012, the Company sold Consumer Electronics Assets in China to Shenzhen Woer Heat-Shrinkable Material Co Ltd. During the year ended December 31, 2012, the Company acquired Miranda Technologies Inc. (Miranda).
The categories of cable products are copper cables, including shielded and unshielded twisted pair cables, coaxial cables, and stranded cables, fiber optic cables, which transmit light signals through glass or plastic fibers and composite cables, which are combinations of multiconductor, coaxial, and fiber optic cables jacketed together or otherwise joined together to serve complex applications and provide ease of installation. Connectivity products include fiber and copper connectors for the enterprise, broadcast, broadband, and industrial markets. Networking products include Industrial Ethernet switches and related equipment and security features, fiber optic interfaces and media converters used to bridge fieldbus networks over long distances, networking infrastructure for the television broadcast, cable, satellite and IPTV industry, and load-moment indicators for mobile cranes and other load-bearing equipment.
For industrial end markets, the Company supplies cable, connectivity, and networking products for applications ranging from advanced industrial networking and robotics to traditional instrumentation and control systems. The Compa! ny�� cable products are used in discrete manufacturing and process operations involving the connection of computers, programmable controllers, robots, operator interfaces, motor drives, sensors, printers and other devices. The Company sells its industrial products primarily through value-added resellers, industrial distributors, and original equipment manufacturers (OEMs). It designs, manufactures and markets Industrial Ethernet switches and related equipment, both rail-mounted and rack-mounted, for factory automation, power generation and distribution, process automation, and infrastructure projects, such as bridges, wind farms and airport runways. It also designs, manufactures and markets fiber optic interfaces and media converters. In addition, it designs, manufactures, and markets a range of industrial connectors for sensors and actuators, cord-sets, distribution boxes, and fieldbus communications. These products are used both as components of manufacturing equipment and in the installation and networking of such equipment. The Company also designs, manufactures and markets load-moment indicators. Its switches, communications equipment, connectors, and load-moment indicators are sold directly to industrial equipment OEMs and through a network of distributors and system integrators.
For enterprise end markets, the Company supplies structured cabling solutions, connectors, and networking products for the electronic and optical transmission of data, sound, and video over local- and wide- area networks. Products for this market include copper cables including 10-gigabit Ethernet technologies, fiber optic cables, connectors, wiring racks, panels, interconnecting hardware, intelligent patching devices, and cable management solutions for complete end-to-end network structured wiring systems. End-use customers include hospitals, financial institutions, governments, service providers, and data centers. Its systems are installed through a network of trained system integrators and are supplied t! hrough au! thorized distributors.
For broadcast end markets, the Company is a provider of hardware and software solutions for the television broadcast, cable, satellite and IPTV industry. Its solutions also span the full breadth of television operations, including production, playout and delivery. The Company also manufactures a variety of multiconductor and coaxial cable and connector products, which distributes audio and video signals for use in broadcast television including digital television and high definition television, broadcast radio, pre- and post-production facilities, recording studios, and public facilities such as casinos, arenas, and stadiums. Its audio/video cables are also used in connection with microphones, musical instruments, audio mixing consoles, effects equipment, speakers, paging systems, and consumer audio products.
The Company manufactures networking infrastructure products for the television broadcast, cable, satellite and IPTV industry. Its primary market channels for this broadcast, music, and entertainment products are broadcast specialty distributors and audio systems installers. It also sells directly to music OEMs and the television networks including ABC, CBS, Fox, and NBC. The Company also provides specialized cables for security applications such as video surveillance systems, airport baggage screening, building access control, motion detection, public address systems, and advanced fire alarm systems. It manufactures flexible, copper-clad coaxial cable and associated connector products for the high-speed transmission of data, sound, and video (broadband) that are used for the drop section of cable television (CATV) systems and satellite direct broadcast systems.
For the broadband end market, Belden manufactures and develops connectivity solutions in several product categories: coax connector products that allow for connections from the provider network to the subscribers��devices, hardline connectors that allow service providers to dist! ribute th! eir services within a city, a town or a neighborhood and entry devices that serves to manage and remove network signal noise that could impair performance for the subscriber, and traps and filtering devices that allow service providers to control the signals that are transmitted to the subscriber.
During 2012, the Americas segment contributed approximately 64% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The EMEA segment contributed approximately 19% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The Asia Pacific segment contributed approximately 17% its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets.
Advisors' Opinion:- [By Damian Illia]
Finally, I always like to see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the return on equity. The ratio has decreased when compared to its ROE from the same quarter one year prior. Currently, a ROE of 45.9% is higher than all the 1,805 companies in the Diversified Industrials industry. Competitors such General Cable Corp. (BGC) has a very low ROE of 0.3% which is clearly not attractive. An alternative could be Belden Inc. (BDC) with a positive ROE of 24%.
- [By Rich Duprey]
Signal transmission specialist�Belden� (NYSE: BDC ) �announced yesterday�its second-quarter dividend of $0.05 per share, the same rate it has paid since 2004 when it first began making a payout.
Hot Communications Equipment Stocks To Watch For 2015: Audience Inc (ADNC)
Audience, Inc., incorporated on May 24, 2011, is a provider of voice and audio solutions that improve voice quality and the user experience in mobile devices. The Company�� solutions include hardware-accelerated digital signal processors (DSPs), and audio codecs and associated algorithms for noise suppression in mobile devices. Its computational auditory scene analysis (CASA) maps the sound separation functions in human hearing, into a computational framework. The Company�� platform consists of its DSPs and audio codec, analog and mixed signal circuits and algorithms for voice isolation and noise suppression.
The Company also provides its AuViD graphical design tools to original equipment manufacturers (OEMs). The Company had sold over 250 million processors to its OEM customers as of December 31, 2012. In addition to the mobile device market, the Company�� voice and audio technology is also applicable to a range of other market segments, including automobile infotainment systems, digital cameras, digital televisions, headsets and set top boxes.
The Company�� product portfolio supports both analog and digital interfaces. As of December 31, 2012, the Company offered eS515, eS325, eS305, eS310, eS110, A1028 and A1026 custom voice and audio processors for device platforms, including smartphones, feature phones and media tablets. eS515 is a third generation voice and audio processor with an integrated audio codec, featuring support of three-microphones; eS325is a third generation voice and audio processor that features simultaneous three microphone processing; eS305 is a second generation voice and audio processor utilizing new hardware acceleration architecture and algorithms for far-field, wideband communications and capable of advanced speech recognition assist, and uses an all digital interface; eS310, provides similar capabilities to the eS305; eS110 is a first generation narrowband voice processor designed for real-time communications and far-field as well as near-field u! se with features such as acoustic echo cancelation, voice equalization and automatic gain control; A1026, is a first generation narrowband voice processor designed for real-time communications and typical near-field use, and A1028, which is a first generation narrowband voice processor designed for real-time communications and far-field, as well as near-field use.
The Company derives its revenue primarily from the sale of voice and audio processors to OEMs, which incorporate them into mobile devices. As of December 31, 2012, OEMs, CMs and distributors worldwide had purchased more than 250 million of its processors and incorporated them in over 140 mobile device models.
The Company competes with Maxim, ON Semiconductor, Qualcomm, Texas Instruments Incorporated, Wolfson Microelectronics plc, DSP Group, Inc. and Yamaha Corporation.
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 Audience (Nasdaq: ADNC ) , whose recent revenue and earnings are plotted below.
10 Best Financial Stocks For 2015: Fabrinet (FN)
Fabrinet, incorporated on August 12, 1999, provides optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers (OEMs) of complex products, such as optical communication components, modules and sub-systems, industrial lasers and sensors. The Company offers a range of optical and electro-mechanical capabilities across the entire manufacturing processes, including process design and engineering, supply chain management, manufacturing, advanced packaging, final assembly and test.
The products that the Company manufactures for its OEM customers includes optical communications devices, such as selective switching products, such as reconfigurable optical add-drop modules (ROADMs), optical amplifiers, modulators and other optical components and modules that collectively enable network managers to route signals through fiber traffic at various wavelengths and over various distances; tunable transponders and transceivers that eliminate the need to stock individual fixed wavelength transponders and transceivers used in voice and data communications networks; and active optical cables providing high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel and optical backplane connectivity.
Solid state, diode-pumped, gas and fiber lasers (industrial lasers) used across a array of industries, including semiconductor processing (wafer inspection, wafer dicing, wafer scribing), biotechnology (DNA sequencing, flow cytometry, hematology, antibody detection), metrology (instrumentation, calibration, inspection), and material processing (photo processing, textile cutting, annealing, marking, engraving); and sensors, including differential pressure, micro-gyro, fuel and other sensors that are used in automobiles, and non-contact temperature measurement sensors for the medical industry. The Company also designs and fabricates application-specific crystals, pri! sms, mirrors, laser components and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The Company competes with Sanmina-SCI Corporation, Celestica Inc., Venture Corporation Limited, Benchmark Electronics, Inc, Browave Corporation, Fujian Castech Crystals, Inc., Research Electro-Optic, Inc. and Photop Technologies, Inc.
Advisors' Opinion:- [By Seth Jayson]
Fabrinet (NYSE: FN ) reported earnings on April 29. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 29 (Q3), Fabrinet beat expectations on revenues and beat expectations on earnings per share. - [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 Fabrinet (NYSE: FN ) , whose recent revenue and earnings are plotted below.
Hot Communications Equipment Stocks To Watch For 2015: Digicore Holdings Ltd (DGC)
Digicore Holdings Limited is a South Africa-based holding company engaged in the manufacturing and distribution of fleet management and vehicle tracking solutions. The Company operates in three segments: South African Distribution, Foreign Distribution, Product Development and Manufacturing and Group Management. The Company's South African distribution segment focuses on distribution of manufactured fleet management and vehicle tracking solutions within the South African consumer market. Foreign distribution focuses on the distribution of manufactured fleet management and vehicle tracking solutions all around the world. Product development and manufacturing segment focuses on investing in research, manufacturing and development of vehicle tracking and fleet management solutions for distribution. Group Management segment renders management services to the Company. On August 31, 2012, the Company obtained an additional 27% shareholding in Ctrack (Pty) Ltd. Advisors' Opinion:- [By Eric Lam]
Detour Gold (DGC) plunged 18 percent to C$6.35, an almost five-year low. The company said in a statement it will not reach its 2013 production target of 270,000 ounces of gold and now forecasts 240,000 to 260,000 ounces.
Hot Communications Equipment Stocks To Watch For 2015: Revolution Lighting Technologies Inc (RVLT)
Revolution Lighting Technologies Inc., incorporated on December 16, 1993, designs, manufacture, market and sells commercial grade, light emitting diode (LED) replacement light bulbs and LED-based signage, channel letter and contour lighting products. The Company sells these products under the Seesmart, Array Lighting and Lumificient brand names. The Company operates in two segments: LED replacement lamps and fixtures and LED signage and lighting strips. On December 20, 2012, the Company acquired Seesmart Technologies, Inc., headquartered in Simi Valley, California. In August 2013, the Company announced that it has completed the acquisition of Relume Technologies (Relume). In October 2013, the Company announced that it has acquired a portfolio of general illumination LED lighting products, including several product lines from CMG Energy Solutions (CMG). In November 2013, the Company acquired Tri-State LED.
The Company�� LED replacement lamps and fixtures segment include the Seesmart business and the Array business, which has been integrated with the Seesmart business. The LED signage and lighting strips segment is comprised of the Lumificient business.
Advisors' Opinion:- [By Paul Ausick]
Big Earnings Movers: The Walt Disney Co. (NYSE: DIS) is up 2.1% at $68.58 on a good showing for its films but not so much for its TV programming. Molycorp Inc. (NYSE: MCP) is up 1.8% at $4.85 after offering a weakish outlook. Revolution Lighting Technologies Inc. (NASDAQ: RVLT) is up 21.5% at $3.28 after a strong report and reaffirmed solid outlook.
Hot Communications Equipment Stocks To Watch For 2015: Juniper Networks Inc (JNPR)
Juniper Networks, Inc. (Juniper Networks), incorporated on September 10, 1996, designs, develops, and sells products and services that together provide its customers with network infrastructure. It operates in two segments: Infrastructure and Service Layer Technologies (SLT). The Company�� Infrastructure segment primarily offers routing and switching products that are used to control and direct network traffic from the core, through the edge, aggregation, and the customer premise equipment level. Infrastructure products include its Internet protocol (IP) routing, carrier Ethernet routing portfolio, and Ethernet switching portfolio. In addition, the Infrastructure segment offers a complete wireless local area network (WLAN) solution. Its SLT segment offers solutions that meet a range of its customers' priorities, from protecting the users, applications and data on the network itself to providing network services across a distributed infrastructure. Effective September 13, 2013, Juniper Networks, Inc. acquired Contrail Networks Inc.
Brilliant is a supplier of packet-based, network synchronization equipment and monitoring solutions. During the year ended December 31, 2011, the Company introduced its network architecture and fabric technology for the data center, QFabric. It serves the high-performance networking requirements of global service providers, enterprises, and public sector organizations. The Company�� open cross-network software platform includes the Junos operating system (Junos OS), Junos Space network application platform, and Junos Pulse integrated network client. The Company offers a product portfolio that spans routing, switching, security, application access, and mobility device security.
Infrastructure Products
The Company�� T Series core routers are primarily designed for core IP infrastructures and are also being sold into the multi-service environment. Its PTX Series is a large capacity (8 and 16 tera-bits per second) MPLS-optimized packe! t transport switch for the core networks, of content service providers and Tier 1 service providers, with high throughout of packet traffic. The Company�� E Series products are a full featured platform designed for the network edge with support for carrier-class routing, broadband subscriber management services, and a set of IP services. The MX Series is a product family developed to address emerging Ethernet network architectures and services in service provider and enterprise networks. The Company�� EX Series family extends its product portfolio running its Junos OS to address the Ethernet switch market. Ethernet is a used technology, which is used to transport information in enterprise networks. Infrastructure Products also includes QFabric Products and WLAN product.
SLT Products
SLT Products include Services Gateway, Integrated Firewall, and VPN Solutions, Secure Access Appliances, Secure Access Appliances, IDP Series Appliances and Identity and Policy Control Solutions. The Company�� SRX Series of dynamic services gateways, running its Junos software, provides firewall/VPN and combines routing, switching, and security functionality. The series is designed to meet network and security requirements for data center consolidation, rapid managed services deployments, and aggregation of security services. Its firewall and VPN systems and appliances are designed to provide integrated firewall, VPN, and denial of service protection capabilities for both enterprise environments and service provider network infrastructures. These products range from its SSG product series, which combines LAN/WAN routing capabilities with threat management features, such as antivirus, anti-spam, and Web filtering technologies, to its ISG and NetScreen Series firewall and VPN systems, which are designed to deliver security in medium/large enterprises, carrier networks, and data centers.
The Company�� Junos Pulse, Junos Pulse Mobile Security Suite, and SA Series SSL VPN appliances,! designed! for use in companies of all sizes, are used to provide secure access to corporate resources for remote and mobile users from any Web-enabled device, regardless of location. Its portfolio of identity and policy control solutions integrates subscriber privileges, application requirements, and business policies with the IP network infrastructure.
The Company competes with Cisco Systems, Inc. (Cisco), Alcatel-Lucent, Brocade Communications Systems, Inc. (Brocade), Extreme Networks, Inc., Hewlett Packard Company (HP), Huawei Technologies Co., Ltd. (Huawei), Check Point Software Technologies, F5 Networks, Inc., Palo Alto Networks, Inc., and Riverbed Technology, Inc.
Advisors' Opinion:- [By Monica Wolfe]
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The ��eal Time Picks��reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from Kyle Bass (Trades, Portfolio) and Paul Singer (Trades, Portfolio).Kyle Bass (Trades, Portfolio) Over the past week Kyle Bass (Trades, Portfolio) made a notable increase in to Nationstar Mortgage Holdings (NSM). The guru added a total of 3,673,972 shares of the company�� stock. He bought these shares at an average price of $31.27 per share, and since then the price per share has gone up about 5% to $32.80 per share.Bass now holds on to 4,759,610 shares of Nationstar Mortgage holdings, representing 5.26% of the company�� shares outstanding.Bass�� historical holding history as of the close of the fourth quarter 2013:Nationstar Mortgage provides residential mortgage loan services. It services residential mortgage loans throughout the United States. Nationstar is one of the largest servicers in the US, with a residential mortgage servicing portfolio of over $391 billion in unpaid principal balance as of Dec. 31, 2013.Nationstar Mortgage�� historical revenue and net income:The company recently released its fourth quarter and full year financial results which highlighted:- 2013 GAAP EPS of $2.40 on net income of $217 million.- Ending servicing portfolio UPB of $391 billion.- 2013 servicing portfolio growth of 88%.- 2013 return on equity of 25%.- Funded volume of $24 billion in 2013.The company also recently announced that they had received a letter from Benjamin Lawsky, Superintendent of the New York Department of Financial Services, which inquires about Nat
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