Saturday, July 19, 2014

Top 5 Information Technology Companies To Own For 2014

Cognizant Technology Solutions Corp (NASDAQ:CTSH) is ripping it up today. Shares of the technology stock are up more than 5% as we type thanks to an upgrade from Morgan Stanley.

The research house moved CTSH out of the "Equal Weight" column into the "Overweight" side of the ledger with a shiny new price-target of $60.00 ��19.5% upside to target as of this keystroke.

Cognizant provides information technology (IT), consulting, and business process services worldwide. The company operates in four segments: Financial Services, Healthcare, Manufacturing/Retail/Logistics, and Other.

[Related -Cognizant Technology Solutions Corp (CTSH): How Penetration Rates Are Faring?]

Morgan Stanley says of CTSH, "We upgrade Cognizant to Overweight and establish a $60 price target on accelerating recovery in discretionary spend highlighted in our leading indicator model. We believe upside is not embedded in expectations and see room for upward estimate revisions and share price movement heading into 2H14."

Top 10 Regional Bank Companies To Invest In 2015: Western Copper and Gold Corp (WRN)

Western Copper and Gold Corporation (Western), formerly Western Copper Corporation, is an exploration-stage company. The Company is engaged in the development of the Casino mineral property located in Yukon, Canada. The Casino property contains gold, copper, and molybdenum. The Casino Project is an open-pit mine and concentrator complex located in the Yukon Territory of Canada. The Casino property consists of 705 full and partial active quartz mineral claims. The total area covered is 13,124 hectares. CRS Copper Resources Corp. (CRS), a 100% owned subsidiary of the Company, is the registered owner of all claims. On October 17, 2011, the Company completed a plan of arrangement (the Arrangement) involving the Company and two of its subsidiaries Copper North Mining Corp. (Copper North), and NorthIsle Copper and Gold Inc. (NorthIsle). Pursuant to the Arrangement, it transferred the Carmacks Copper Project and the Redstone Project to Copper North and the Island Copper property. Advisors' Opinion:
  • [By Hebba Investments]

    Therefore the situation is still very bullish for investors in physical gold and the gold ETFs (GLD, CEF, and PHYS). Investors interested in leveraging this situation into higher potential profits may also consider buying gold miners such as Randgold (GOLD), Goldcorp (GG), Yamana Gold (AUY), and any of the other gold miners. Finally, those willing to shoulder much larger risks may consider some of the exploration and micro-cap companies that offer significant profits at a high risk such as Chesapeake Gold (CHPGF.PK), Pretium Resources (PVG), Western Copper (WRN), or any other of the junior exploration companies. Though investors should keep in mind that gold mining companies and explorers do not always rise with a rising gold price - do your research before you invest in the miners.

Top 5 Information Technology Companies To Own For 2014: Neste Oil Corp (NES1V)

Neste Oil Corp is a Finland-based company engaged in the refining and marketing of petroleum and petroleum products. The Company has two business areas and four reporting segments. The business areas are: Oil Products & Renewables and Oil Retail. The reporting segments are: Oil Products, Renewable Fuels, Oil Retail and Others. The Oil Products & Renewables area produces and sells petroleum products such as gasoline, diesel fuel, aviation and bunker fuel, heating oil, heavy fuel oil, base oil, gasoline components, specialty fuels, fuels, liquefied petroleum gas (LPG) and bitumen as well as renewable diesel and aviation fuel under the brand name NExBTL. The Oil Retail area operates a network of 1,136 stations in Finland, the Russian Federations, the Baltic states and Poland, selling own products as well as lubricants and chemicals. The Company owns fuel refineries and production plants in Finland, Singapore and the Netherlands. Advisors' Opinion:
  • [By Corinne Gretler]

    Neste Oil Oyj (NES1V) declined 9.1 percent to 14.25 euros after Citigroups Inc. cut Finland�� only oil refiner to sell from neutral, citing a deterioration in key profitability drivers for both renewables and refining divisions.

  • [By Sarah Jones]

    Neste Oil Oyj (NES1V) gained 4.8 percent to 12.04 euros. CA Cheuvreux SA upgraded Finland�� only refiner to outperform, the equivalent of a buy recommendation, from underperform, saying it expects it to report resilient first-quarter results this month.

Top 5 Information Technology Companies To Own For 2014: Seaboard Corporation(SEB)

Seaboard Corporation operates as a diversified agribusiness and transportation company worldwide. Its Pork division engages in hog production and pork processing; and the production and sale of fresh and frozen pork products, such as lunchmeat, ham, bacon, sausage, loins, tenderloins, and ribs, as well as further processed pork products, including raw and pre-cooked bacon to further processors, foodservice operators, grocery stores, distributors, and retail outlets under the Prairie Fresh and Daily's brand names. This division also produces and sells biodiesel from pork and other animal fats to third parties. The company?s Commodity Trading and Milling division sources, transports, and markets wheat, corn, soybean meal, rice, and other commodities, as well as operates flour, feed, and maize milling businesses. Its Marine division provides containerized cargo shipping service to 26 countries between the United States, the Caribbean Basin, and central and South America; and operates a terminal at the Port of Miami, an off-dock warehouse for cargo consolidation and temporary storage, and a cargo terminal at the Port of Houston for temporary storage of bagged grains, resins, and other cargo. As of December 31, 2010, it operated 10 owned and approximately 29 chartered vessels; and dry, refrigerated, and specialized containers and other related equipment. The company?s Sugar division produces and refines sugar cane, produces alcohol, and purchases and resells sugar to retailers, soft drink manufacturers, and food manufacturers in Argentina. Its Power division operates as an independent power producer in the Dominican Republic operating 2 floating barges with a system of diesel engines with combined capacity of approximately 112 megawatts of electricity. Seaboard Corporation also purchases and processes jalapeno peppers in the United States. The company was founded in 1928 and is based in Shawnee Mission, Kansas. Seaboard Corporation is a subsidiary of Seaboard Flour LLC.

Advisors' Opinion:
  • [By David Milstead]

    Steve Halpern: Now you note in the article that the $1,000 Club is still very exclusive. In fact, there were only four stocks that made the list and two of them, Berkshire Hathaway (BRK-A) and Seaboard (SEB) have been above this level for some time. Can you tell us a little about those companies?

  • [By Holly LaFon] ard is also an older company founded more than 90 years ago and has focused on grain and agriculturally derived products. In the last 10 years its stock has appreciated 543%, and on Monday one share costs $1,955. It has never split its stock.

    Seaboard is still a growing company. In the last ten years it increased revenue per share at an average rate of 12.5%, EBITDA at 9.8%, and book value at 18.2%. It also has a low P/E of 6.8, its lowest since about 2007.

    Berkshire Hathaway-A (BRK.A)

    Berkshire Hathaway is the multinational conglomerate founded by Warren Buffett and is the eighth largest company in the world. They are the highest priced shares on the New York Stock Exchange, partially due to never splitting their stock or paying a dividend. Rather, they reinvest corporate earnings to continue growth.

    In the last 10 years, Berkshire Hathaway stock has increased 67%. On Monday, one share of BRK.A cost $122,115.

    Berkshire management has grown book value at an annual rate of 20.3% for the last 44 years. Growth has been continuing in recent history. In the last 10 years, revenue per share increased at a rate of 11.4%, EBITDA at 7.5% and free cash flow at 3.3%. Its P/E is 17.1.

    These stocks are not necessarily expensive or not expensive based on how much one share costs but are subject to the same valuation as lower-priced companies. To create your own screener to find the exact stocks you are interested in, try GuruFocus��do-it-all screener here.

  • [By John Udovich]

    Thanksgiving is around the corner�meaning investors might want to take a closer look at turkey stocks�like Hormel Foods Corporation (NYSE: HRL), Seaboard Corporation (NYSEMKT: SEB) and Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)���the last major�publicly traded turkey stocks available for investors. Moreover, the Wall Street Journal has pointed out that corn prices are the lowest in more than three years and fewer birds are in production as some producers cut back on their flocks this year due to weaker turkey commodity prices.�Feed prices, which make up about 70% of the cost of a turkey, had soared with the price of corn which hit the $8 a bushel level but a recent�bumper crop has sent corn prices plunging to about the $4 a bushel level.

Top 5 Information Technology Companies To Own For 2014: McGraw Hill Financial Inc (MHFI)

McGraw Hill Financial, Inc. incorporated on December 29, 1925, is a financial intelligence company. The Company is engaged in credit ratings, benchmarks and analytics for the global capital and commodity markets. The Company�� brands include Standard & Poor's Ratings Services, S&P Capital IQ, S&P Dow Jones Indices, Platts, CRISIL, J.D. Power & Associates, McGraw Hill Construction and Aviation Week. The Company�� credit ratings, indices, price assessments and other capabilities provide clients with the intelligence to manage risk. Standard & Poor�� Ratings Services helps investors and markets participants measure and manage credit risk through credit ratings, research and analytics. S&P Capital IQ is a provider of real-time data, research and analytics to institutional investors, investment and commercial banks, investment advisors and wealth managers, corporations and universities globally. On March 22, 2013, the Company sold McGraw-Hill Education. Effective July 18, 2013, McGraw Hill Financial Inc acquired a remaining undisclosed interest which it did not already own in Tata McGraw-Hill Education Pvt Ltd from Tata charitable trust. In August 2013, McGraw Hill Financial Inc completed the sale of Aviation Week to Penton.

The Company provides a range of capabilities designed to help track performance, generate alpha, identify new trading and investment ideas, and perform risk analysis and mitigation strategies. The Company�� S&P Dow Jones Indices is the provider of financial market indices. Its Platts is a provider of information and a source of benchmark price assessments for the energy, petrochemicals, metals and agriculture markets. J.D. Power & Associates is a global marketing information services company operating in business sectors, including customer satisfaction research, market research, social media research, and performance improvement programs. McGraw Hill Construction connects people, projects, and products across the design and construction industry. AVIATION WEEK is! the multimedia information and services provider to the global aviation, aerospace and defense industries.

Advisors' Opinion:
  • [By David Hanson and Matt Koppenheffer]

    One of the parties that has received some of the blame for the credit crisis was the rating agency sector. Moody's (NYSE: MCO  ) and McGraw Hill (NYSE: MHFI  ) , the parent company of Standard & Poor's, are the two largest players in the industry and are still recovering from brand damage.

  • [By Amanda Alix]

    Less diversity, higher risk, dubious ratings
    The Wall Street Journal�notes that these type of investments have seen a lot less action since the financial crisis, since the reliance on only one loan is considered quite risky. But low interest rates have increased investor appetite for yield and, therefore, risk. Also a factor is that ratings agencies like (NYSE: MHFI  ) Standard & Poor's are often giving these products very high investment ratings, as well, fueling speculation that this entity in particular is easing standards in order to get a slice of the pie.

No comments:

Post a Comment