Wednesday, September 11, 2013

Best Tech Stocks To Buy Right Now

With shares of Google (NASDAQ:GOOG) trading around $900, is GOOG 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�� Movement

Google is a global technology company focused on improving the ways people engage with information. The business is focused on the following areas: search, advertising, operating systems and platforms, and enterprise. The company generates revenue primarily by delivering online advertising. Google is a search giant with most of the market share, largely because of its execution and delivery. An increasing number of consumers and companies worldwide are coming online, which will surely increase the amount of eyes on the company�� ads and in turn, advertising revenue. Doing what it does, look for Google to remain on top of the Internet world.

Best Tech Stocks To Buy Right Now: Tele Celular Sul Participacoes S.A.(TSU)

TIM Participacoes S.A. provides mobile telecommunications services through global system mobile (GSM) technology to business and individual customers in Brazil. It provides prepaid and post paid services. The company also offers value-added services, including short message services or text messaging, multimedia messaging services, push-mail, Blackberry services, video call, turbo mail, wireless application protocol downloads, Web browsing, business data solutions, songs, games, TV access, voice mail, conference calling, chats, and other content and services, as well as interconnection services to fixed line and mobile service providers. In addition, it provides fixed telecommunications services for data, local, long distance, and international modalities. Further, the company sells handset models and BlackBerry from various manufacturers, including Nokia, Samsung, Motorola, Sony, Ericsson, and BlackBerry through its dealer network, which consists of its own stores, franch ises, authorized dealers, and department stores. As of December 31, 2010, its services were marketed through a distribution network of approximately 8,989 points of sale, which include approximately 70 company owned stores. The company also had 398,392 recharging points for prepaid services. It offers mobile telecommunications services under TIM brand to approximately 51 million customers. The company was formerly known as Tele Celular Sul Participacoes S.A. and changed its name to TIM Participacoes S.A. in August 2004. TIM Participacoes S.A. was founded in 1998 and is headquartered in Rio de Janeiro, Brazil. TIM Participacoes S.A. is a subsidiary of TIM Brasil Servicos e Participacoes S.A.

Best Tech Stocks To Buy Right Now: Cascade Bancorp(CACB)

Cascade Bancorp operates as the holding company for Bank of the Cascades that offers a range of commercial and retail banking services. The company?s deposit products include checking, money market, time deposit, and savings accounts. Its loan portfolio comprises commercial real estate loans, real estate construction and development loans, commercial and industrial loans, and residential mortgage loans, as well as consumer installment, line-of-credit, credit card, and home equity loans. Cascade Bancorp also provides investment and trust related services, cash management services, Internet banking, automated teller machines, safe deposit facilities, electronic bill payment, and remote deposit services. The company operates 32 full service branches in central Oregon, southern Oregon, Portland/Salem, and Boise/Treasure Valley. It serves small to medium-sized businesses, municipalities and public organizations, and professional and consumer relationships. The company was foun ded in 1977 and is headquartered in Bend, Oregon.

Top Safest Companies To Watch In Right Now: QUALCOMM Incorporated(QCOM)

QUALCOMM Incorporated engages in the development, design, manufacture, and marketing of digital wireless telecommunications products and services. The company operates in four segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), Qualcomm Wireless and Internet (QWI), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies code division multiple access (CDMA)-based integrated circuits and system software for wireless voice and data communications, multimedia functions and global positioning system products. The QTL segment grants licenses to use portions of its intellectual property portfolio comprising patent rights useful in the manufacture and sale of wireless products, such as products implementing cdmaOne, CDMA2000, WCDMA, CDMA TDD, GSM/GPRS/EDGE, and/or OFDMA standards and their derivatives The QWI segment consists of Qualcomm Internet Services that provides content enablement services for the wireless industry and pu sh-to-talk and other products and services for wireless network operators; Qualcomm Government Technologies, which offers development, hardware, and analytical services to the United States government agencies involving wireless communications technologies; Qualcomm Enterprise Services that provides satellite and terrestrial-based two-way data messaging, position reporting, wireless application services, and managed data services to transportation and logistics companies and other enterprise companies; and Firethorn, which builds and manages software applications that enable mobile commerce services. The QSI segment makes strategic investments to support the worldwide adoption of CDMA- and OFDMA-based technologies and services. QUALCOMM Incorporated primarily operates in China, South Korea, Taiwan, Japan, and the United States. The company was founded in 1985 and is based in San Diego, California.

Advisors' Opinion:
  • [By Victor Mora]

    Qualcomm provides digital communications products to a variety of consumers and companies worldwide. The company is joining the smart watch game, as it has introduced its newest product, Toq. The stock has been rising higher in recent years and is now testing multiyear highs. Over the last four quarters, earnings and revenues have been increasing, which has led to pleased investors. Relative to its peers and sector, Qualcomm has been an average year-to-date performer. Look for Qualcomm to OUTPERFORM.

  • [By Sally Jones] Impact to Portfolio: -2.54%

    Current Shares: 2,363,199

    Up 7% over 12 months, Qualcomm Inc. has a market cap of $114.85 billion; its shares were traded at around $66.95, with a P/E of 17.70. The P/B ratio is 3.10.

    Track historical pricing:

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    Guru Action: As of June 30, 2013, Halvorsen reduced his position by 72.64%, selling 6,275,300 shares at an average price of $63.8, for a gain of 4.9%.

    He has averaged a gain of 17% on 16,654,706 shares bought at an average price of $57.23 per share. On shares sold, he has averaged a gain of 6% on 14,291,507 shares sold at an average price of $63.33 per share.

    REDUCED: Boeing Co. (BA)

    Impact to Portfolio: -2.26%

    Current Shares: 77,995,460

    Up 48% over 12 months, Boeing Co. has a market cap of $79.62 billion; its shares were traded at around $105.53, with a P/E of 19.20. The P/B ratio is 10.60.

    Track historical pricing:

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    Guru Action: As of June 30, 2013, Halvorsen reduced his position by 35.39%, selling 4,379,618 shares at an average price of $95.01, for a gain of 11.3%.

    He has averaged a gain of 35% on 12,375,078 shares bought at an average price of $78.12 per share. On shares sold, he has averaged a gain of 11% on 4,379,618 shares sold at an average price of $95.01 per share.

    REDUCED: Alexion Pharmaceuticals Inc. (ALXN)

    Impact to Portfolio: -2.15%

    Current Shares: 5,544,949

    Up 7% since January, Alexion Pharmaceuticals Inc. has a market cap of $20.96 billion; its shares were traded at around $107.19, with a P/E of 61.10. The P/B ratio is 9.40.

    Track historical pricing:

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    Guru Action: As of June 30, 2013, Halvorsen reduced his position by 41.4%, selling 3,917,493 shares at an average price of $96.37, for a gain of 11.2%.

    He has averaged a gain of 123% on 9,462,442 shares bought at an average price of $95.39 per share. On shares sold, he has averaged a gain of 11% on 3! ,917,493 shares sold at an average price of $96.37 per share.

    SOLD OUT: Hewlett-Packard Co. (HPQ)

    Impact to Portfolio: -1.5%

    Up 29% over 12 months, Hewlett-Packard has a market cap of $42.95 billion; its shares currently trade at around $22.27 with a P/B ratio of 1.80.

    Guru Action: As of June 30, 2013, Halvorsen sold out his position, selling 10,484,671 shares at an average price of $22.48, for a loss of 0.8%. His only gain in six quarters was in the first quarter of 2013 when he averaged a gain of 19.8% on 10,484,671 shares bought at an average price of $18.60.

    SOLD OUT: Williams Companies Inc. (WMB)

    Impact to Portfolio: -1.5%

    Up 12% over 12 months, Williams Companies Inc. has a market cap of $24.75 billion; its shares currently trade at around $36.22 with a P/E ratio of 39.30.

    Guru Action: As of June 30, 2013, Halvorsen sold out his position, selling 6,478,991 shares at an average price of $36.00, for a gain of 0.6%. He had modest gains in all four quarters of holding since the third quarter of 2012.

    SOLD OUT: Citigroup Inc. (C)

    Impact to Portfolio: -1.4%

    Up 67% over 12 months, Citigroup Inc. has a market cap of $150.84 billion; its shares currently trade at around $49.60 with a P/E ratio of 15.90.

    Guru Action: As of June 30, 2013, Halvorsen sold out his position, selling 5,411,100 shares at an average price of $48.08, for a gain of 3.6%. His highest gain was 78.9% in the fourth quarter of 2011, and this holding almost always yielded double-digit gains throughout his five-year history.

    Here is the complete portfolio of Andreas Halvorsen.



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