With shares of Akamai Technologies (NASDAQ:AKAM) trading at around $46.70, is AKAM an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
C = Catalyst for the Stock�� Movement
Akamai is a leader in web acceleration and content delivery. As CEO Tom Leighton likes to say, ��e help the web be faster, and we help it be more secure.��/p>
Tom Leighton has done a tremendous job with Akamai over the years. He has seen many ups and downs, but he has weathered the storms well. Currently, Akamai is seeing revenue growth. It also�has no long-term debt. Its customers also include AT&T (NYSE:T), Apple Inc. (NASDAQ:AAPL), and News Corp. (NASDAQ:NWS). Companies of this size and stature will only choose the best of the best when it comes to necessary products and services. This is a testament to Akamai�� quality. It should also be noted that Akamai�� company culture is strong. According to Glassdoor.com, employees have rated their employer a 4 of 5. In addition to that, 87 percent of employees would recommend the company to a friend, and 100 percent of employees approve of CEO Tom Leighton.
10 Best Sliver Stocks To Own Right Now: Arcadis NV (ARCAD)
Arcadis NV is a Netherlands-based international engineering and consultancy firm, providing consultancy, design, engineering and management services in infrastructure, water, environment and buildings. The Company develops, designs, implements, maintains and operates projects for companies and governments. The Company divides its business into four business lines: Infrastructure, which encompasses services for transportations, land development, energy and mining; Water, focused on water planning, wastewater and water management and consulting services; Environment, focused on activities that protect the environment and enhance sustainability, and Buildings, related to homebuilding as well as commercial and industrial buildings and facilities construction. Additionally, it works in partnership with UN-HABITAT, the United Nations agency for human settlements. Advisors' Opinion:- [By Sofia Horta e Costa]
Companies like Expedia Inc. (EXPE), which provides online travel booking services, and Arcadis NV (ARCAD), a Dutch designer of bridges and dikes, are likely to increase profit at a faster pace than larger firms during an improving economy, Duret said. Smaller companies are also less leveraged, with U.S. mid-caps holding 46 percent less debt per share than firms listed on the S&P 500, data compiled by Bloomberg show.
Hot Quality Stocks To Buy Right Now: Windstream Corporation(WIN)
Windstream Corporation provides communications and technology solutions in the United States. The company offers various solutions, including IP-based voice and data services, multiprotocol label switching (MPLS) networking, data center and managed services, hosting services, and communications systems to businesses and government agencies. It also provides high-speed Internet, voice, and digital television services to residential customers primarily located in rural areas. The company?s data services include data center and managed hosting, MPLS networking, and dedicated access, as well as high-speed Internet to business customers; integrated solutions consist of multiple voice and data services delivered over an IP connection; voice services comprise local and long distance, call waiting, caller identification, and voicemail; and special access services include point-to-point switching arrangements for voice and data traffic. In addition, it provides wholesale services, which primarily include voice and data services on a wholesale basis to other carriers; usage sensitive services to long distance companies; and other local exchange carriers for access to the network in connection with the completion of long-distance calls, as well as reciprocal compensation received from wireless and other local connecting carriers for the use of its facilities. As of June 30, 2011, the company served approximately 3.3 million access lines, 1.3 million high-speed Internet customers, and operated approximately 60,000 fiber route miles. Windstream Corporation is based in Little Rock, Arkansas.
Advisors' Opinion:- [By Selena Maranjian]
What to seek and avoid
When you're seeking dividend investments, go ahead and favor hefty dividend yields, but be wary when they're really hefty, because they might be unsustainable. Seek healthy and growing companies, too, and ones that are not paying out more in dividends than they're actually earning. For a sobering lesson, check out an article from October of last year by my colleague Brian Stoffel, who wrote about "3 Extremely Dangerous Dividends," discussing rural telecom specialist Windstream (NASDAQ: WIN ) , supermarket concern Roundy's (NYSE: RNDY ) , and electronics retailer RadioShack (NYSE: RSH ) . It hasn't been much more than five months since the article was published, and while Windstream's payout is intact, RadioShack's has disappeared, and Roundy's has roughly been cut in half. Windstream may have low profit margins and a lot of debt, but it's been investing in new directions and growing its revenue. Roundy's is also saddled with debt and low margins, and operates in a tough industry. Still, it's at least free-cash-flow positive. RadioShack has long been struggling and recently posted shrinking quarterly revenue and widening losses. One ray of hope is its new CEO, turnaround specialist Joseph Magnacca.
Hot Quality Stocks To Buy Right Now: BioFuel Energy Corp.(BIOF)
BioFuel Energy Corp. produces and sells ethanol and its co-products in the United States. The company offers dried and wet distillers grains with solubles, corn oil, and carbon dioxide. It operates 2 ethanol production facilities located in Wood River, Nebraska and Fairmont, Minnesota with a combined production capacity of approximately 220 million gallons per year. The company sells its products to independent third party marketers and distributors. The company was founded in 2006 and is headquartered in Denver, Colorado.
Advisors' Opinion:- [By Roberto Pedone]
BioFuel Energy (BIOF) is engaged in the production and sale of ethanol and its co-products through its two ethanol production facilities located in Nebraska and Minnesota. This stock closed up 9.4% to $4.04 in Tuesday's trading session.
Tuesday's Range: $3.69-$4.04
52-Week Range: $2.70-$10.75
Tuesday's Volume: 152,000
Three-Month Average Volume: 57,949From a technical perspective, BIOF soared higher here back above its 50-day moving average of $3.76 with above-average volume. This move is quickly pushing shares of BIOF within range of triggering a major breakout trade. That trade will hit if BIOF manages to take out some near-term overhead resistance levels at $3.99 to $4.12 with high volume. At last check, BIOF hit an intraday high of $4.04 and volume was well above its three-month average action of 57,949 shares.
Traders should now look for long-biased trades in BIOF as long as it's trending above its 50-day at $3.76 or above more near-term support at $3.50 and then once it sustains a move or close above those breakout levels with volume that hits near or above 57,949 shares. If that breakout hits soon, then BIOF will set up to re-test or possibly take out its next major overhead resistance levels at its 200-day of $4.63 to $5.19. Any high-volume move above $5.19 will then put $5.50 to $6 within range for shares of BIOF.
Hot Quality Stocks To Buy Right Now: Fifth Third Bancorp(FITB)
Fifth Third Bancorp operates as a diversified financial services holding company in the United States. The company?s Commercial Banking segment offers credit intermediation, cash management, and financial services; lending and depository products; and foreign exchange and international trade finance, derivatives and capital markets services, asset-based lending, real estate finance, public finance, commercial leasing, and syndicated finance for business, government, and professional customers. Its Branch Banking segment provides deposit and loan, and lease products to individuals and small businesses. This segment?s products include checking and savings accounts, home equity loans and lines of credit, credit cards, loans for automobile and personal financing needs, and cash management services. The company?s Consumer Lending segment engages in the mortgage and home equity lending activities, such as origination, retention, and servicing of mortgage and home equity loans ; and other indirect lending activities, which include loans to consumers through mortgage brokers and automobile dealers. Its Investment Advisors segment offers investment alternatives for individuals, companies, and not-for-profit organizations. It offers retail brokerage services to individual clients, and broker dealer services to the institutional marketplace. This segment also provides asset management services; holistic strategies to affluent clients in wealth planning, investing, insurance, and wealth protection; and advisory services for institutional clients, as well as advises the company?s proprietary family of mutual funds. As of December 31, 2011, the company operated 1,316 full-service banking centers, including 104 Bank Mart locations; and 2,425 automated teller machines in 12 states in the midwestern and southeastern regions of the United States. The company was founded in 1862 and is headquartered in Cincinnati, Ohio.
Advisors' Opinion:- [By Ben Levisohn]
Wells Fargo’s (WFC) financial results disappointed investors but could be good news for PNC Financial Services (PNC), Fifth Third (FITB), KeyCorp (KEY) and Comerica (CMA).
- [By Laura Brodbeck]
Thursday
Earnings Expected From: United Health Group Incorporated (NYSE: UNH), Mattel, Inc. (NASDAQ: MAT), General Electric Company (NYSE: GE), Fifth Third Bancorp (NASDAQ: FITB), Philip Morris Inc (NYSE: PM), Pepsico, Inc. (NYSE: PEP), Goldman Sachs Group, Inc. (NYSE: GS), Chipotle Mexican Grill, Inc. (NYSE: CMG), American Express Company (NYSE: AXP) Economic Releases Expected: �German PPI, Canadian CPI, Chinese house price dataFriday
- [By The Part-time Investor]
The following stocks met the criteria in January of 2008 and were put into the initial portfolio:
Abbot Labs (ABT)Advanced data processing (ADP)Associated Banc-Corp (ASBC)Bank of America (BAC)BB&T Corp. (BBT)Bemis Company (BMS)Anheuser Busch (BUD)The Chubb Corporation (CB)Clorox (CLX)Comerica Inc. (CMA)Diebold Inc. (DBD)Emerson Electronics (EMR)First Dollar Corp. (FDO)First Third BanCorp. (FITB)Gannett Co, Inc. (GCI)General Electric (GE)Hershey (HSY)Illinois Tools Works (ITW)Johnson and Johnson (JNJ)Leggett and Platt (LEG)Eli Lilly (LLY)La-Z-Boy (LZB)McDonald's (MCD)Marsh and Ilsley (MI)M&T Bancorp (MTB)PepsiCo (PEP)Pfizer (PFE)Procter & Gamble (PG)Pentair Ltd. (PNR)Regions Financial Corp. (RF)Rohm and Haas (ROH)RPM International (RPM)Sherwin Williams (SHW)Sysco Corp. (SYY)UDR Inc. (UDR)Historical quotes were taken from Yahoo Finance. $10,000 was put into each position, to the nearest whole share, so a total of $349,262.89 was invested. From 1/15/08 through 5/16/13 all dividends were reinvested back into the stock that paid them. If a dividend cut was announced, that stock was sold on the ex-div date of the new, lower dividend.
- [By Doug Hughes]
With their book value at over $26.00 a share and management always buying stock themselves, they will want to do the right thing for shareholders one day soon. Management also owns over 12% of the shares outstanding. Since they have decent growth, a big player like Fifth Third Bancorp (FITB) will buy them one day.
Hot Quality Stocks To Buy Right Now: Orbotech Ltd.(ORBK)
Orbotech Ltd. engages in designing, developing, manufacturing, marketing, and servicing yield-enhancing and production solutions for specialized applications in the supply chain of the electronics industry. The company?s products include automated optical inspection (AOI), automated optical repair, laser direct imaging, digital legend printing, laser drilling, laser plotters, computer-aided manufacturing, and engineering solutions for printed circuit boards (PCBs) and other electronics component manufacturing; and AOI, test, repair, and process monitoring systems for flat panel display (FPD) manufacturing. It also develops and markets character recognition solutions and services primarily to banks, financial institutions, and other payment processing institutions for use in check and healthcare payment processing. In addition, the company is involved in the research and development of products for the deposition of anti-reflective coating on crystalline silicon photovolta ic wafers for solar energy panels. It primarily serves manufacturer of PCB, FPD, liquid crystal displays, and other electronic components worldwide. The company was formerly known as Optrotech Ltd. and changed its name to Orbotech Ltd. as a result of its merger with Orbot Systems Ltd. in October 1992. Orbotech Ltd. was founded in 1981 and is headquartered in Yavne, Israel.
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 Orbotech (Nasdaq: ORBK ) , whose recent revenue and earnings are plotted below. - [By John Emerson]
AOI companies had little in the way of competition since they held a specialty niche and their systems were protected by patents. Years of R&D would be required to unseat them by way of technological superiority; therefore it made more sense for a larger company to assimilate them should they wish to enter the AOI sector. That said, CAMT was much smaller than its archrival Orbitech (ORBK) in the PCB AOI sector; thus their key to long term growth lied in their penetration into the rapidly expanding semiconductor AOI sector. In that area, their main completion was August Semiconductor.
- [By John Emerson]
Orbotech (ORBK) and Rudolph Technologies (RTEC) Sizable Net-Nets in the AOI Sector
As noted previously, I rode the elevator up and then back down on Camtek (CAMT), a tiny Israeli automated optical inspection (AOI) company. By late 2008 the company had fallen to below $1 per share. Both of Camtek�� larger rivals, RTEC and ORBK, had dropped to absurdly low levels by November 2008. I used the opportunity to switch out of CAMT and some of my other losing propositions in favor of these superior companies. In the process, I created a large amount of tax loss carry-forwards which would allow me to minimize my future taxation when I decided to sell these cyclical entities.
Hot Quality Stocks To Buy Right Now: Nuveen Credit Strategies Income Fund (JQC)
Nuveen Multi-Strategy Income & Growth Fund 2 (the Fund), formerly Nuveen Preferred and Convertible Income Fund 2, is a diversified, closed-end management investment company. The Fund intends to invest in a portfolio of preferred securities, securities and, to a lesser degree, high yield securities. The Fund may also invest in other debt instruments and common stocks acquired upon conversion of a convertible security.
On January 1, 2005, Nuveen Institutional Advisory Corp. (NIAC), the Funds' previous adviser, and its affiliate, Nuveen Advisory Corp. (NAC), were merged into Nuveen Asset Management (NAM), each wholly owned subsidiaries of Nuveen Investments, Inc. (Nuveen). As a result of the merger, NAM is the Adviser to all funds previously advised by either NIAC or NAC. The investment portfolio of the Fund includes JPMorgan Chase & Company, ING Group NV, Union Planters Corporation, HBSC Holdings Public Limited Company, Wachovia Corporation, Omnicare Capital Trust II, Hanover Compressor Capital Trust and CIT Group Incorporated.
Advisors' Opinion:- [By John Dowdee]
The following 10 funds satisfied all of these conditions:
BlackRock Float Rate Strategies (FRA). This CEF sells at a discount of 3%, which is low compared to an average premium of 2% over the past year. The distribution has been managed at 6.1% and a small amount (less than 10%) has been return of capital (ROC). However, this has not negatively affected net asset value (NAV) so has not been destructive. The fund holds 447 securities, with 90% in floating rate loans. FRA utilizes 27% leverage and has an expense ratio of 1.7%, including interest payments. Eaton Vance Floating Rate (EFR). This CEF sells at a 1% premium, which is low compared to an average premium of 5% over the past year. The distribution is 6.2%, none of which was ROC. The fund holds 800 securities, with 90% in floating rate loans. About 85% of the securities are from U.S. companies. EFR utilizes 35% leverage and has an expense ratio of 1.8% including interest payments. ING Prime Rate Trust (PPR). This CEF sells for a premium of 2%, which is below the average premium of 5%. It has a distribution of 6.8%, none of which was ROC. The fund has 350 holdings, virtually all in senior loans and from US companies. PPR utilizes 29% leverage and has a high expense ratio of 2.1%, including interest payments. Invesco VK Dynamic Credit Opportunities (VTA). This CEF sells for a discount of 5%, which is below the average discount of 1%. It has a distribution of 7.1%, none of which was ROC. The fund has 495 holdings, with 76% in floating rate loans. About 25% of the loans are from non-US companies. VTA utilizes a relatively low 20% leverage but still has a high expense ratio of 2.1%, including interest payments. Invesco VK Senior Income (VVR). This CEF sells for a discount of 1%, which is below the average premium of 3%. It has a distribution of 7.1%, none of which was ROC. The fund has over 500 holdings, with 89% in floating rate loans. Almost all (95%) securities are from US companies. VVR ut
Hot Quality Stocks To Buy Right Now: Seadrill Limited(SDRL)
Seadrill Limited, an offshore drilling contractor, provides offshore drilling services to the oil and gas industries worldwide. It also offers platform drilling, well intervention, and engineering services. As of March 31, 2011 the company owned and operated 54 offshore drilling units, which consist of drillships, jack-up rigs, semisubmersible rigs, and tender rigs for operations in shallow and deepwater areas, as well as in benign and harsh environments. Seadrill Limited was founded in 1972 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Paul Ausick]
Big Earnings Movers: Qihoo 360 Technology Co. Ltd. (NYSE: QIHU) is down 9.5% at $78.34. SeaDrill Ltd. (NYSE: SDRL) is down 6.1% at $42.47.
Stocks on the Move: Ariad Pharmaceuticals Inc. (NASDAQ: ARIA) is up 35.7% at $5.13. Camtek Inc. (NASDAQ: CAMT) is up 71.7% at $4.55 after saying that a 3D printer is coming next year from the company. Sungy Mobile Ltd. (NASDAQ: GOMO) is up 28.8% at $17.19 after last Friday�� IPO. InterCloud Systems Inc. (NASDAQ: ICLD) is down 28.2% at $9.20.
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