Although I think St. Jude shares have gotten a little expensive, I think the bears are going to have to work harder to make their case. Simply put, while St. Jude isn't even close to the most dynamic name in med-tech, it's doing better than the bears want to acknowledge. So although I expect another round of attempts to talk down the numbers/performance, I still see more opportunities for the company to do better in the coming years.
Top 5 Computer Hardware Stocks To Own Right Now: RigNet Inc.(RNET)
RigNet, Inc. provides remote communications services for the oil and gas industry. It offers remote communications services through a controlled and managed Internet protocol/multiprotocol label switching (IP/MPLS) global network, enabling drilling contractors, oil companies, and oilfield service companies to communicate. The company offers a communications package of voice, data, video, networking, and real-time data management to offshore and land-based remote locations. It primarily provides voice-over-Internet-protocol, data, and high-speed Internet access, as well as other value-added services, such as video conferencing solutions, TurboNet solutions for wide area network, real-time data management solutions, Wi-Fi hotspots and Internet kiosks, wireless intercoms, and handheld radios. The company also offers Secure Oil Information Link, a managed members-only communications network hub that enables collaborative partners, suppliers, and customers to transfer and share data. It serves the owners and operators of offshore drilling rigs and production facilities, land rigs, remote offices, and supply bases primarily in the United States, Brazil, Norway, the United Kingdom, Nigeria, Qatar, Saudi Arabia, Singapore, and Australia. The company was founded in 2000 and is headquartered in Houston, Texas.
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 RigNet (Nasdaq: RNET ) , whose recent revenue and earnings are plotted below.
Top Integrated Utility Companies To Watch In Right Now: Intralinks Holdings Inc (IL)
IntraLinks Holdings, Inc. (IntraLinks), incorporated in June 1996, together with its subsidiaries, is a global provider of Software-as-a-Service (SaaS) solutions for securely managing content, exchanging critical business information and collaborating within and among organizations. The Company�� cloud-based solutions enable organizations to control, track, search and exchange time-sensitive information inside and outside the firewall, all within a secure environment. The Company provide services to enterprises and governmental agencies in over 60 countries across a variety of industries, including financial services, pharmaceutical, biotechnology, consumer, energy, industrial, legal, insurance, real estate and technology. The Company sells its solutions directly through an enterprise sales team with industry-specific expertise and indirectly through a customer referral network and channel partners. In April 2013, it acquired MergerID. Concurrently, IntraLinks acquired PE-Nexus LLC.
The Company delivers its solutions through a cloud-based model where they are available on-demand over the Internet using a multi-tenant SaaS architecture in which a single instance of its software serves all of its customers. The Company provides its customers with various services, including access to its cloud-based IntraLinks Platform, access to one or more of its intraLinks exchanges, and related customer support and other services.
The Company competes with Merrill Corporation, RR Donnelley & Sons Company, EMC Corporation and International Business Machines Corp. (IBM).
Advisors' Opinion:- [By Lee Jackson]
IntraLinks Holdings Inc. (NYSE: IL) is a leading global software as a service (SaaS) provider of inter-enterprise content management and collaboration solutions. It recently launched Intralinks DealNexus, the largest global deal marketplace and professional network for qualified mergers and acquisitions (M&A) professionals. Intralinks DealNexus offers a secure and confidential way for dealmakers to find and engage the best buyers or capital partners, and it is used by more than 5,000 private equity firms, corporations, investment banks and advisors to intelligently connect and exchange deal opportunities. Wunderlich rates the company a stock to buy and has a $17 price objective. The consensus target is $12.The stock closed on Friday at $8.61.
- [By Seth Jayson]
IntraLinks Holdings (NYSE: IL ) reported earnings on May 8. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), IntraLinks Holdings beat expectations on revenues and met expectations on earnings per share.
Top Integrated Utility Companies To Watch In Right Now: Endeavor IP Inc (ENIP)
Endeavor IP, Inc., formerly Finishing Touches Home Goods Inc., incorporated on December 8, 2009, is an integrated consulting firm that assists individuals, organizations, companies and government agencies in finding solutions to home and workplace-related barriers for seniors and people with disabilities, as well as ergonomics consultancy. The Company�� focused on providing services and products that helps to create barrier-free homes and workplace environments. The Company provides consulting services, including site audits and accessibility/ergonomic planning and development; installation and sales of accessibility, ergonomic and safety products, ergonomic consultancy for homes and businesses. During the fiscal year ended October 31, 2012, the Company focuses on providing services in two main areas: Accessibility and Ergonomics in the workplace and at home.
The Company offer functional assessment services for commercial and residential properties and offer recommendations based on its assessment to improve accessibility and safety of these sites. The Company offers its clients practical ergonomic solutions by offering consulting services, such as Ergonomic Assessments, Physical Demands Assessments, Disability Management / Return to Work, and Occupational Health and Safety. The Company�� consulting services include Workplace Risk Assessments, Office Layout, New Equipment Selection, Display Screen Equipment (DSE) Assessments, Accessibility and Disability Access Audits, Retail Ergonomics and Ergonomics Standards.
Advisors' Opinion:- [By James E. Brumley]
When traders think of an IP (intellectual property) company, they tend to conjure up names like InterDigital, Inc. (NASDAQ:IDCC), VirnetX Holding Corporation (NYSEMKT:VHC), or of course, the well-known Vringo, Inc. (NASDAQ:VRNG). And, investors see these patent-enforcement names as such for good reason.... between VRNG, IDCC, and VHC, the three organizations own well over 20,000 technology patents, and their efforts to enforce them have been well-documented, and well publicized. Thing is, as the patent-protection industry matures, companies like Vringo, InterDigital, or VirnetX Holding may well find that it's the quality of the patent portfolio rather than the quantity of patents that makes an IP owner a potent investment. Enter Endeavor IP Inc. (OTCBB:ENIP).
- [By John Udovich]
Small cap patent stocks Spherix Inc (NASDAQ: SPEX), PDL BioPharma Inc (NASDAQ: PDLI) and Endeavor IP Inc (OTCBB: ENIP) are among the�growing number of publicly traded�US entities focused on collecting and making money from various types of patents. After all, monetizing patents can lead to incredible returns. For example: Nomura analyst Rick Sherlund wrote in a research note back in November that Microsoft Corporation (NASDAQ: MSFT) is generating $2 billion per year in revenue from Android patent royalties and he�estimates that this revenue has a 95% margin. However, there are risks associated with investing in stocks that invest in patents because a bi-partisan bill called the Innovation Act (H.R. 3309) is�working its way through Congress to try and reign in the activities of so-called�"patent trolls" or rather companies that buy or license patents from others.
- [By James E. Brumley]
They say a company is judged by the company it keeps. What's less said - though never disputed - is that a company is equally judged by the kind of talent it can attract... winning people tend to only work for winning companies. In that light, the fact that the newest chief of Endeavor IP Inc. (OTCBB:ENIP) is a former executive from the ranks of Rambus Inc. (NASDAQ:RMBS) and Tessera Technologies, Inc. (NASDAQ:TSRA) should underscore just how seriously the market should be taking ENIP. RMBS and TSRA didn't become large powerhouses by hiring folks who don't know what they're doing, and conversely, the fact that a former Rambus and Tessera Technologies guy was willing to step into the unknown and take the helm at Endeavor IP speaks volumes about the potential of the young company's IP portfolio.
Top Integrated Utility Companies To Watch In Right Now: Emak SpA (EM)
Emak SpA is an Italy-based company primarily engaged in the manufacture of outdoor power equipment for gardening, forestry, agriculture and industry. The Company�� portfolio includes chainsaws, brush cutters, lawnmowers, garden tractors, water pumps, high pressure washers, transporters, rotary cultivators, motor hoes and power cutters, among others. It also manufactures spare parts, accessories and protective clothing. The Company sells its products under various brand names, such as Oleo-Mac, Efco, Bertolini, Nibbi and Staub. Emak SpA directly manages distribution in the Italian market and it sells products, through its commercial subsidiaries, in France, Germany, the United Kingdom, Spain, the countries of Benelux, Poland, Ukraine, among others.The Company is controlled by Yama SpA, which is an industrial holding company. Advisors' Opinion:- [By Federico Zaldua]
Brookfield Infrastructure has a number of potentially profitable areas for investment around the world but, above all, in infrastructure hungry Emerging Markets (EM) such as Brazil. According to Credit Suisse analysts, in Brazil, funds can be invested at Funds From Operations (FFO) yields above 12%. Therefore, the company's ability to grow its distribution yield, whether through acquisitions or organically, is critical to evaluate the company's value. Moreover, the currently conservative dividend payout ratio should allow Brookfield Infrastructure to self-finance on going opportunities.
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