Deep industry expertise is critical today to survive in any business, especially in the IT services sector. This is a considerable advantage for Accenture Plc (NYSE: ACN), which is investing heavily in cloud and digital. Services is a good place to be in the IT-as-a-Service era and Accenture emphasizes on business services and end-to-end outsourcing.
Services companies are better positioned than hardware companies and even advantaged relative to some software-as-a-service (SaaS) providers in the IT-as-a-service sector because the future is in integration and customization work requiring vertical depth and expertise.
Accenture's consulting services represent nearly 60 percent of its revenue, providing a wide-array of offerings that include management consulting and technology consulting. The company's outsourcing services constitute more than 40 percent of revenue, consisting of technology services outsourcing (ITO) and business process outsourcing (BPO).
Top 10 Heal Care Stocks To Invest In 2015: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Jeremy Bowman]
What: Shares of Chinese stocks were getting dumped today following the Shanghai Composite's 5.3% plunge last night. Among those feeling the pain were YY (NASDAQ: YY ) , Dangdang (NYSE: DANG ) , Trina Solar (NYSE: TSL ) , Giant Interactive (NYSE: GA ) , and LDK Solar (NYSE: LDK ) , all of which were down by 10% or more at one point today.
Top 10 Tech Stocks To Own Right Now: ManpowerGroup(MAN)
ManpowerGroup provides workforce solutions and services worldwide. The company offers permanent, temporary, and contract recruitment services; assessment and selection services; training and development services; outsourcing services; and workforce consulting services. It also provides professional resourcing and project-based workforce solutions in the information technology, finance, and engineering fields; talent and career management workforce solutions; and talent based outsourcing services, managed services, recruitment process outsourcing services, borderless talent solutions, and strategic workforce consulting services. The company was founded in 1948 and is headquartered in Milwaukee, Wisconsin.
Advisors' Opinion:- [By James E. Brumley]
Look out Kelly Services, Inc. (NASDAQ:KELYA), and step aside ManpowerGroup Inc. (NYSE:MAN). A young company called Staffing 360 Solutions Inc. (OTCBB:STAF) is coming up fast in your rear-view mirror, and is poised to dominate the fastest growing arena of the temporary staffing world.
Top 10 Tech Stocks To Own Right Now: Cree Inc.(CREE)
Cree, Inc. develops and manufactures light emitting diodes (LEDs), LED lighting, and semiconductor solutions for wireless and power applications. Its LED products include blue and green LED chips that are used in various applications, including video screens, gaming displays, function indicator lights, and automotive backlighting; LED components comprising a range of packaged LED products and LED modules for lighting applications; LED lighting products, such as LED downlights, LED troffers, and LED lamps or bulbs for construction, retrofit, and renovation projects in commercial, governmental, and residential applications; and silicon carbide (SiC) wafers, which are used in the manufacture of optoelectronics, microwave, power switching, and other applications. The company also provides semiconductor materials and devices primarily based on silicon carbide (SiC), gallium nitride (GaN), and related compounds. Its power and radio frequency (RF) products include SiC-based power products comprising 600, 1,200, and 1,700-volt Schottky diodes, as well as 1,200-volt SiC metal semiconductor field-effect transistor switches that are used in power factor correction circuits for power supplies in computer servers and other applications, such as solar inverters; and RF devices, including a range of GaN high electron mobility transistors and monolithic microwave integrated circuits for military or commercial applications, as well as 10 watt and 60 watt SiC transistors and metal semiconductor field effect transistor products. The company primarily operates in China, the United States, Europe, South Korea, Japan, Malaysia, and Taiwan. Cree, Inc. was formerly known as Cree Research, Inc. and changed its name in January 2000. Cree, Inc. was founded in 1987 and is based in Durham, North Carolina.
Advisors' Opinion:- [By Jake L'Ecuyer]
Cree (NASDAQ: CREE) was down, falling 10.84 percent to $51.76 on Q3 results. Cree reported its Q3 earnings of $0.39 per share on revenue of $405.30 million. However, analysts were expecting earnings of $0.38 per share on revenue of $407.29 million.
- [By Rich Duprey]
LEDing the way to profits
LED lighting leader Cree (NASDAQ: CREE ) would likely take exception to Philips touting its work in this field since it previously developed an LED bulb that would reach�200 lumens per watt, though it occurs only under some circumstances. It's also gone the route of producing a bulb that looks more like a traditional light bulb. - [By Lee Jackson]
Cree Inc. (NASDAQ: CREE) was buried as light emitting diode (LED) sales had stumbled due to overcapacity. The company also overproduced some radio frequency (RF) semiconductor parts and had to slow production at one point to almost a standstill. A resilient housing and automobile market turned the market around and the stock went on a tear. The consensus price target is posted at a stunning $70.
Top 10 Tech Stocks To Own Right Now: FormFactor Inc.(FORM)
FormFactor, Inc. designs, develops, manufactures, sells, and supports semiconductor wafer probe card products and solutions worldwide. Its wafer probe card is used as an interface to connect electrically with and test individual chips on a wafer. The company?s wafer probe cards are also used to test dynamic random access memory (DRAM) chips, including double data rate (DDR), DDR2, DDR3, SDRAM, PSRAM, mobile DRAM, graphic DRAM, NOR and NAND flash memory chips, serial data devices, chipsets, microprocessors, microcontrollers, and analog devices. It serves manufacturers in the DRAM, flash, and system on chip markets through direct sales force, independent sales representatives, and value added resellers. FormFactor, Inc. was founded in 1993 and is headquartered in Livermore, California.
Advisors' Opinion:- [By Alex Planes]
What: Shares of FormFactor (NASDAQ: FORM ) have lost 15% of their value today after the company issued a disappointing earnings report before the opening bell.
- [By Ben Axler]
In the table below, we've listed a sample of small-cap semiconductor capital equipment stocks such as Entegris (ENTG), Advanced Energy Industries (AEIS), ATMI Inc. (ATMI), MKS Instruments (MKSI), Photronics Inc. (PLAB), Rudolph Technologies (RTEC),FormFactor (FORM) and Mattson Technology (MTSN). The peers trade at approximately 1.0x and 15.5x 2014E revenues and EPS, respectively. Furthermore, the average peer trades at 2.1x tangible book value. However, these multiples are based on average 2014E industry revenue and earnings growth of 18% and 119%, respectively. Axcelis is poised to grow at a rate substantially above the industry average.
- [By Geoff Gannon]
1. Steel Excel (SXCL)
2. FormFactor (FORM)
3. Imation (IMN)
4. Tuesday Morning (TUES)
5. Pacific Biosciences (PACB)
6. Maxygen (MAXY)
7. Westell (WSTL)
8. Volt Information Sciences (VISI)
9. Yasheng Group (YHGG)
Top 10 Tech Stocks To Own Right Now: ADTRAN Inc.(ADTN)
ADTRAN, Inc. designs, manufactures, markets, and services communications network solutions that enable voice, data, video, and Internet communications across wireline and wireless networks worldwide. Its Carrier Networks division provides fiber and copper-based solutions for service providers to deliver voice, data, and video services to customers? premises and mobile network cell sites. Its products enable services, such as voice, VoIP, IP television, RF video, high speed Internet access, and data services based upon Ethernet, frame relay, TDM, and ATM networks, connecting the network with user components, such as switches, routers, gateways, integrated access devices (IADs), private branch exchanges (PBXs), and telephone key systems. This division serves local exchange carriers, independent operating companies, competitive local exchange carriers, utilities, municipalities, cable MSOs, international carriers, and wireless service providers. The company?s Enterprise Net works division provides Internetworking solutions for enterprise customers to construct voice, data, and video networks within their sites or among distributed sites. It offers Internetworking solutions, including IP business gateways, optical network terminals, virtual wireless LAN products, multi-service routers, managed Ethernet switches, IP PBX products, IP phone products, unified communications and unified threat management solutions, and carrier Ethernet network terminating equipment, as well as provides IADs. This division serves the retail, food service, healthcare, finance, government, education, manufacturing, military, transportation, hospitality, and energy/utility markets. ADTRAN, Inc. also provides digital data service and integrated services digital network products, high bit-rate digital subscriber line products, T1/E1/T3, channel service units/data service units, and fixed wireless products. The company was founded in 1985 and is headquartered in Huntsville, Alabama.
Advisors' Opinion:- [By Seth Jayson]
ADTRAN (Nasdaq: ADTN ) is expected to report Q2 earnings on July 10. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict ADTRAN's revenues will wane -16.3% and EPS will compress -50.0%. - [By Evan Niu, CFA]
What: Shares of ADTRAN (NASDAQ: ADTN ) have run higher today by as much as 15% after the company reported first-quarter earnings.
So what: Revenue in the first quarter was $143 million, topping the $139.8 million that the Street was expecting. That top-line beat translated into an even bigger bottom-line beat, with adjusted earnings per share of $0.17 easily besting the $0.08 per share that investors thought was in store.
Top 10 Tech Stocks To Own Right Now: Portugal Telecom SGPS S.A .(PT)
Portugal Telecom, SGPS, S.A., together with its subsidiaries, provides telecommunications services in Portugal, Brazil, sub-Saharan Africa, and Asia. It offers fixed line telephone, Internet protocol television, and direct-to-home satellite pay-TV services; and mobile telecommunications services, such as voice, data, and Internet-related multi-media services primarily for mobile phones, smart phones, tablets, and laptops. The company also provides enterprise services, including data and business solutions, as well as information technology/information system and business process outsourcing services. In addition, it provides engineering solutions and training services in telecommunications; postal network services; consultant negotiation services; public telecommunication services and telebroadcasting services; call center services; mobile cellular services; and development and consultancy services in the areas of electronic commerce, contents, telecommunications, and info rmation technology. Further, it engages in the purchase, management, administration, sale, and investment consultancy of real estate properties; business advisory board service installment, consultation, administration, and business management; and pension fund management,. Additionally, the company provides wholesale services comprising leased lines, interconnection, unbundled access to its local loops, broadband asymmetric digital subscriber line (ADSL), wholesale line rental, access to ducts, transmission of television and radio signals, and international carrier services. The company also publishes directories; provides portal services; and sells telecommunications equipment. As of December 31, 2010, it had approximately 4.9 million telephone and ADSL access lines in service. The company was formerly known as Portugal Telecom, SA and changed its name to Portugal Telecom, SGPS, S.A. in December 2000. Portugal Telecom, SGPS, S.A. was founded in 1994 and is based in Lisbon, Portugal.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, telecommunications company Portugal Telecom (NYSE: PT ) has earned a coveted five-star ranking.
- [By Anna Prior]
American depositary shares of Portugal Telecom (PT) SGPS SA tumble premarket amid criticism from Brazil’s state development bank BNDES relating to an investment by the telecommunications group in debt issued by Espirito Santo International. Shares fell 6.1% to $2.79 premarket.
- [By John Buckingham]
We have been positive on Portugal Telecom (PT) and its domestic turnaround, as well as its 25% ownership stake in Brazilian telecom provider Grupo Oi, for some time.
Top 10 Tech Stocks To Own Right Now: Shenandoah Telecommunications Co(SHEN)
Shenandoah Telecommunications Company, a diversified telecommunications company, provides regulated and unregulated telecommunications services to end-user customers and other communications providers in the southeastern United States. It offers a suite of voice, video, and data communications services; and sells telecommunications equipment. The company?s Wireless segment provides digital wireless service to a portion of a four-state area covering the region from Harrisburg, York, and Altoona, Pennsylvania to Harrisonburg, Virginia. It owns 149 towers and leases tower space to other wireless communications providers in Virginia, West Virginia, Maryland, and Pennsylvania. This segment also offers personal communications services through a digital wireless telephone and data network. Its Wireline segment provides regulated and unregulated telephone services and leases fiber optic facilities primarily in the northern Shenandoah Valley. This segment also offers information s ervices and Internet access to customers in the northern Shenandoah Valley and surrounding areas. In addition, it is involved in the resale of long distance service for calls placed to locations outside the regulated telephone service area by telephone customers. As of December 31, 2011, this segment had approximately 1,410 dial-up customers and 12,351 digital subscriber line customers, as well as served approximately 10,483 long distance customers. The company?s Cable Television segment provides coaxial cable-based television service in the portions of Shenandoah County, Virginia, as well as in communities in West Virginia, southern and southwestern Virginia, and western Maryland. It had approximately 137,238 cable revenue generating units. The company was founded in 1902 and is headquartered in Edinburg, Virginia.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Wednesday morning, the healthcare sector proved to be a source of strength for the market. Leading the sector was strength from Horizon Pharma (NASDAQ: HZNP) and Pernix Therapeutics Holdings (NASDAQ: PTX). In trading on Wednesday, telecommunications services shares were relative laggards, down on the day by about 0.39 percent. Top decliners in the sector included Shenandoah Telecommunications Co (NASDAQ: SHEN), off 3.3 percent, and CalAmp (NASDAQ: CAMP), down around 2.4 percent.
No comments:
Post a Comment