Sunday, September 1, 2013

Top Tech Stocks To Buy For 2014

Big-money managers must reveal their stock positions every quarter, giving small investors like you and me insight into the favorite stocks of money pros. In addition to running a multi-billion-dollar fund, Ken Fisher is a Forbes columnist, and has written several New York Times best-selling books on investing. Sound like a guy to pay attention to? You bet.

Under the hood of Fisher's top stock picks
Based on Fisher Asset Management's 13F SEC filing for Q2 2013, Fisher's holdings include a diversified mix of stocks that span all sectors, with the most significant weightings in the financial services, technology, and health-care sectors.�

Health-care conglomerate Johnson & Johnson (NYSE: JNJ  ) represents Fisher's largest individual stock holding and makes up 2.27% of his portfolio. Mitigating the risk of possible decline in any one business segment, the company boasts leading positions in pharmaceutical, medical device and diagnostic, and consumer health areas. No more than 12% of revenues are derived from any single company division. J&J's recently launched new products and late-stage pharmaceutical drug pipeline�provide opportunities for growth. Strong worldwide pharmaceutical sales buoyed Johnson & Johnson's second-quarter revenue and earnings.

Top Tech Stocks To Buy For 2014: Lam Research Corporation(LRCX)

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipments used in the fabrication of integrated circuits. The company offers etch products that remove portions of various films from the wafer in the creation of semiconductor devices. Its etch products include dielectric etch, conductor etch, three-dimensional integrated circuit etch, MEMS devices, CMOS image sensors, and power devices for etching process. Lam Research Corporation also provides wafer cleaning steps that comprise post-etch and post-strip cleans, and pre-diffusion and pre-deposition cleans; and single-wafer wet clean and plasma-based bevel clean systems. The company offers its products to semiconductor manufacturers. It operates in the United States, Europe, Taiwan, Korea, Japan, and the Asia Pacific. Lam Research Corporation was founded in 1980 and is headquartered in Fremont, California.

Top Tech Stocks To Buy For 2014: Straco Corporation Limited (S85.SI)

Straco Corporation Limited, together with its subsidiaries, engages in the development and operation of tourism-related facilities in the People�s Republic of China. The company develops and operates cable car facilities, aquatic related facilities, dolphin and sea lion performance aquariums, and a restaurant, as well as engages in the supplementary retail of souvenir; provides management and consulting services, and project management services; and is involved in the production and management of shows, as well as provides creative and artistic content. In addition, it engages in investment holding, leisure, travel, and tour businesses. The company was incorporated in 2002 and is based in Singapore.

Top Stocks To Watch For 2014: Kingtone Wirelessinfo Solution Holding Ltd(KONE)

Kingtone Wirelessinfo Solution Holding Ltd operates as a software and solutions developer focusing on wirelessly enabling businesses and government agencies. The company develops and provides mobile enterprise solutions, which allow company personnel whose work function requires mobility to be connected with enterprise information technology systems, including enterprise asset management, enterprise resource planning, supply chain management, and customer relationship management. It develops and implements mobile enterprise solutions for customers in various sectors and industries to enhance efficiencies by enabling information management in wireless environments. The company?s software enables such systems to get extended to personnel in the field using wireless devices, such as smart phones, PDAs, cameras, barcode scanners, portable printers, GPS devices, and tablet computers. Its mobile enterprise solutions are built on its proprietary core middleware platform consisti ng of standardized modules. The company was formerly known as ReiZii Capital Management Ltd. and changed its name to Kingtone Wirelessinfo Solution Holding Ltd in December 2009. Kingtone Wirelessinfo Solution Holding was founded in 2001 and is headquartered in Xi?an, China.

Top Tech Stocks To Buy For 2014: Iron Mountain Incorporated(IRM)

Iron Mountain Incorporated, together with its subsidiaries, provides information management services primarily in North America, Europe, Latin America, and the Asia Pacific. The company offers records management services, including records management program development and implementation based on best-practices to help customers comply with specific regulatory requirements; implementation of policy-based programs that feature storage for various media comprising paper; flexible retrieval access and retention management; hybrid services to help organizations gain control over their paper records; and specialized services for vital records and regulated industries, such as healthcare, energy, government, and financial services. It also provides data protection and recovery services, such as disaster preparedness; off-site vaulting of data backup media for data recovery in the event of a disaster, human error, or virus; online backup and recovery solutions for desktop and la ptop computers, and remote servers; and technology escrow services to protect and manage source code and other proprietary information. In addition, the company offers information destruction services that primarily consist of physical secure shredding operations; and is involved in the shredding of sensitive documents to third-party recyclers. Further, it provides fulfillment services that assemble custom marketing packages and orders, as well as provide reporting on customer marketing literature inventories; and professional consulting services to develop and implement comprehensive records and information management programs. Iron Mountain Incorporated serves commercial, legal, banking, health care, accounting, insurance, entertainment, and government organizations. The company was founded in 1951 and is headquartered in Boston, Massachusetts.

Advisors' Opinion:
  • [By Paul Goodwin]

    In Q3 2010, Buffett sold his entire holding of 8 million shares at an average price of $22.33.

    In 2010, revenues inched up by 3.78% to $3.12 billion, but GAAP EPS fell into negative territory to -$0.27. However, the profit margin improved to 59.90% from 57.82%. With a net margin of -1.6%, IRM is less profitable than the Commercial Services & Supplies industry median. The next earnings release is on April 25. For Q1 2011, analysts estimate IRM will earn $0.27 per share, an increase of 116.43% over the prior year first quarter results. For the first quarter 2011, analysts estimate IRM will generate revenues of $790.3 million, an increase of 1.77% over the prior year first quarter results. IRM shares trade well above our fair value estimates, and it should be near trading no more than $30 per share. Also, the company will continue to be hurt by the lackadaisical global economy.

    Iron Mountain Incorporated provides information management services that help organizations lower the costs, risks and inefficiencies of managing their physical and digital data.. Founded in 1951, Iron Mountain manages billions of information assets, including business records, electronic files, medical data, emails and more for organizations around the world.

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