Editor's Note: Bill recommended this little security firm to his Private Briefing readers back in June, when shares traded for $6.10. They closed above $9 a share last week, but Bill thinks there's still a ton of upside here. And thanks to some analyst-induced selling yesterday, you can buy all this growth potential at an even better price...
Since we recommended Kratos Defense & Security Solutions Inc. (Nasdaq: KTOS) back on June 6, the stock has soared nearly 40%.
And we believe there's more to come.
A lot more.
Founded in 1994, the San Diego-based Kratos is a specialized security-technology company that provides products and services crucial to U.S. national security priorities.
That national security focus is borne out by the company's customer base, which includes the U.S. Army, U.S. Air Force, U.S. Navy, the National Aeronautics and Space Administration (NASA), the Defense Logistics Agency (DLA), and the U.S. Department of Homeland Security.
Top 5 Communications Equipment Stocks To Own Right Now: Jabil Circuit Inc.(JBL)
Jabil Circuit, Inc., together with its subsidiaries, provides electronic manufacturing services and solutions worldwide. The company offers electronics and mechanical design, production, product management, and after-market services to companies in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, solar, storage, and telecommunications industries. Its services comprise integrated design and engineering; component selection, sourcing, and procurement; automated assembly; design and implementation of product testing; parallel global production; enclosure services; and systems assembly, direct-order fulfillment, and configure-to-order services. The company also provides set-top boxes, mobility products, and display products, as well as peripheral products, such as printers and point of sale terminals; and aftermarket services consisting of warranty and repair services. Jabil Circuit, Inc. was founded in 196 6 and is headquartered in St. Petersburg, Florida.
Advisors' Opinion:- [By Rich Bieglmeier]
[Related -Jabil Circuit, Inc. (JBL) Analyst Day Preview: All Eyes On Blackberry Ltd (BBRY) Update]
Jabil is a provider of worldwide electronic manufacturing services and solutions. Jabil provides electronics design, production and product management services to companies in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, solar, storage and telecommunications industries. The Company operates in three segments: Diversified Manufacturing Services (DMS), Enterprise & Infrastructure (E&I) and High Velocity Systems (HVS).
- [By Mike Deane]
After the bell on Wednesday, Jabil Circuit (JBL) announced its fourth quarter and full year earnings.
The St. Petersburg, FL-based electronics manufacturer posted net revenues for the quarter of $4.8 billion, which was up from last year’s $4.3 billion. Analysts were expecting the company to report revenue of $4.51 billion. For earnings, the company reported Q4 core diluted earnings per share of 56 cents, which was up from last year’s EPS of 54 cents, and also above analysts’ estimates of 54 cents.
The company reported full year revenues of $18.3 billion, an increase from last year’s figure of $17.2 billion. For EPS, however, the company saw a decline with this year’s core diluted earnings per share coming in at $2.26, down from last year’s $2.40 per share.
Looking forward to fiscal Q1 for 2014, JBL sees core diluted earnings per share in the range of 50 cents to 60 cents, and revenues in the range of $4.35 billion to $4.65 billion.
JBL shares were up 29 cents, or 1.22%, at market close on Wednesday. The stock is up nearly 21% YTD.
Top 10 Logistics Companies For 2014: H&E Equipment Services Inc.(HEES)
H&E Equipment Services, Inc. operates as an integrated equipment services company. The company rents, sells, and provides parts and service support for hi-lift or aerial work platform equipment, crane, earthmoving equipment, and industrial lift truck categories. It offers heavy construction and industrial equipment for rent on a daily, weekly, and monthly basis. As of December 31, 2011, the company?s fleet consisted of 17,538 pieces of equipment. It also sells new heavy construction and industrial equipment in various categories. In addition, the company sells used equipment from its rental fleet, as well as inventoried equipment that is acquired through trade-ins from its customers and selective purchases; and new and used parts. Further, it provides maintenance and repair services; and ongoing preventative maintenance services and warranty repairs, as well as offers ancillary equipment support activities, including transportation, hauling, parts shipping, and loss damag e waivers. The company provides its services to industrial and commercial companies, construction contractors, manufacturers, public utilities, municipalities, and maintenance contractors, as well as for other industrial accounts. As of February 28, 2012, it operated a network of 65 full-service facilities, serving approximately 29,800 customers across 22 states in the West Coast, Intermountain, Southwest, Gulf Coast, Southeast, and Mid-Atlantic regions of the United States. The company markets its equipment rental services, and new and used equipment through its sales force. H&E Equipment Services, Inc. was founded in 1961 and is headquartered in Baton Rouge, Louisiana.
Advisors' Opinion:- [By Seth Jayson]
Margins matter. The more H&E Equipment Services (Nasdaq: HEES ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong H&E Equipment Services's competitive position could be.
Top 10 Logistics Companies For 2014: Universal Display Corporation(PANL)
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in flat panel display, solid-state lighting, and other product applications. It owns exclusively license or has the sole right to sublicense approximately 1,400 patents issued and pending worldwide. The company licenses and supplies its proprietary UniversalPHOLED phosphorescent OLED technologies and materials to display manufacturers and others. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including TOLED, which are transparent OLEDs for the fabrication of OLEDs that have transparent cathodes; FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; OVPD, an organic vapor phase deposition process to deposit the layers of organic material in an OLED; UniversalP2OLED, which are printable phosphorescent OLEDs; OVJP that is an organic vapor jet printing technology; and encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates. In addition, the company provides technology development and support services to third parties for the commercialization of their OLED products. It has strategic relationships with Samsung Mobile Display Co., Ltd.; LG Display Co., Ltd.; AU Optronics Corporation; Sony Corporation; Pioneer Corporation; Panasonic Idemitsu OLED Lighting Co., Ltd.; Tohoku Pioneer Corporation; Moser Baer Technologies, Inc.; Konica Minolta Holdings, Inc.; Denko K.K.; LG Chem, Ltd.; Panasonic Electric Works Co., Ltd.; NEC Lighting, Ltd.; Seiko Epson Corporation; and DuPont Displays, Inc. The company was founded in 1985 and is based in Ewing, New Jersey.
Advisors' Opinion:- [By Seth Jayson]
Universal Display (Nasdaq: PANL ) is expected to report Q1 earnings on May 9. 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 Universal Display's revenues will expand 13.7% and EPS will remain in the red.
Top 10 Logistics Companies For 2014: Compuware Corporation(CPWR)
Compuware Corporation provides software and Web performance solutions, professional services, and application services in the United States, Europe, and Africa. The company?s software products consist of Mainframe, Vantage, Changepoint, and Uniface product lines. Its Mainframe product line includes File-AID, Xpediter, Hiperstation, Abend-AID, and Strobe used for application analysis, testing, defect detection and remediation, fault management, file and data management, data compliance, and application performance management in the IBM z/OS environment. The company?s Vantage products provide an end-to-end approach for managing application performance by combining end user experience monitoring, business service management, and application performance monitoring; Changepoint products are management and professional services automation solutions that address the needs of executives in technology companies, enterprise IT, and professional service organizations; and Uniface i s an application development environment for building, renewing, and integrating the enterprise applications. It also offers Web application performance management services, which are marketed under the Gomez brand name, are used by enterprises to test and monitor their Web and mobile applications while in development and after deployment. In addition, the company provides professional services, such as implementation, consulting, and training services, as well as various IT services for mainframe, distributed, and mobile environments; and application services, which are marketed under the Covisint brand name that offers SaaS platform providing industry-specific solutions for organizations in the automotive, healthcare, and energy markets, as well as provides support services. The company serves IT departments of various commercial and government organizations. Compuware Corporation was founded in 1973 and is headquartered in Detroit, Michigan.
Advisors' Opinion:- [By DAILYFINANCE]
Karen Bleier, AFP/Getty Images WASHINGTON -- It looks as though President Barack Obama's fickle health insurance website is finally starting to put up some respectable sign-up numbers, but its job only seems to have gotten harder. Two months in and out of the repair shop have left significantly less time to fulfill the White House goal of enrolling 7 million people by the end of open enrollment on March 31. Signups were just over 100,000 nationally as of the end of October. The 36 states served by the federal government's website accounted for a paltry one-fourth of that, fewer than 27,000 people. But officials now say an additional 29,000 people enrolled through the revamped HealthCare.gov in just two days at the start of this week, despite heavy volume that not long ago would have caused the system to lock up. HealthCare.gov is the online portal to subsidized private health insurance for people who don't have job-based coverage. Though it's too early to say whether the corner is being turned, Obama is inviting consumers to give the website a second chance. Here's a look at the changes you can expect: Speed and Availability Independent testers question the blazing Internet speeds claimed by techies at the Health and Human Services Department but say there's been noticeable progress. "The trend is in the right direction ... but there are still things they can do to make the user experience better," said Michael Smith, a vice president of engineering at Compuware Corp. (CPWR), which helps companies monitor the technical performance of their websites. As of Thursday morning, the number of states where consumers are experiencing unacceptably long wait times had been cut in half, down to 13 from 26 states in late October. Compuware defines "unacceptable" as more than 8 seconds average response time to load the home page. The government claims a response time of less than 1 second. But Smith says that is likely being measured from computers with fast Inte
- [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 Compuware (Nasdaq: CPWR ) , whose recent revenue and earnings are plotted below. - [By Rich Bieglmeier]
Compuware Corporation (NASDAQ:CPWR) will report results for its fourth quarter and full-year fiscal 2014 -- ended March 31, 2014 -- after market-close on May 22, 2014. The company will also hold a conference call to discuss these results at 5:30 p.m. Eastern time on May 22.
Top 10 Logistics Companies For 2014: LCA-Vision Inc.(LCAV)
LCA-Vision Inc. provides fixed-site laser vision correction services through its LasikPlus vision centers. Its vision centers offer laser vision correction services for correcting nearsightedness, farsightedness, and astigmatism. As of December 31, 2011, the company operated 53 LasikPlus fixed-site laser vision correction centers located in metropolitan markets in the United States. LCA-Vision Inc. was founded in 1985 and is headquartered in Cincinnati, Ohio.
Advisors' Opinion:- [By Lisa Levin]
Medical Practitioners: This industry jumped 2.82% by 10:15 am. The top performer in this industry was LCA-Vision (NASDAQ: LCAV), which rose 2.9%. LCA-Vision's trailing-twelve-month revenue is $91.12 million.
- [By Roberto Pedone]
LCA-Vision (LCAV) provides fixed-site laser vision correction services through its LasikPlus vision centers. This stock closed up 4.4% to $4 in Tuesday's trading session.
Tuesday's Range: $3.85-$4.04
52-Week Range: $2.67-$4.60
Tuesday's Volume: 162,000
Three-Month Average Volume: 47,256From a technical perspective, LCAV bounced sharply higher here right above some near-term support levels at $3.75 to $372 with above-average volume. This move is quickly pushing shares of LCAV within range of triggering a major breakout trade. That trade will hit if LCAV manages to take out some near-term overhead resistance levels at $4.04 to $4.26 and then once it takes out its 52-week high at $4.60 with high volume.
Traders should now look for long-biased trades in LCAV as long as it's trending above some key near-term support levels at $3.75 to $3.72 and then once it sustains a move or close above those breakout levels with volume that hits near or above 47,256 shares. If that breakout hits soon, then LCAV will set up to re-test or possibly take out its next major overhead resistance levels at $6.19 to $7.
Top 10 Logistics Companies For 2014: AIA Group Ltd (AAIGF.PK)
AIA Group Limited is an investment holding company. The Company and its subsidiaries are engaged in provision of products and services to individuals and businesses for their insurance, protection, savings, investment and retirement needs. The Company operates life insurance business, providing life, pensions, and accident and health products to customers in its local market, and distributes related investment and other financial services products. The Company serves more than 100,000 corporate clients with more than 13 million group insurance scheme members. It has operations in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Indonesia, Vietnam, India, Australia, Taiwan, New Zealand, Macau and Brunei. As of November 30, 2012, its subsidiaries included American International Assurance Company, Limited (AIA Co.), American International Assurance Company (Bermuda) Limited (AIA-B), AIA Australia Limited and PT AIA Financial, among others. Advisors' Opinion:- [By Holly LaFon]
Berkowitz�� top holdings continue to be: American International Group Inc. (AIG), AIA Group Ltd. (AAIGF.PK), Sears Holdings Corp. (SHLD), Berkshire Hathaway Inc. (BRK.B) and Brookfield Asset Management Inc. (BAM).
Top 10 Logistics Companies For 2014: Mad Catz Interactive Inc(MCZ)
Mad Catz Interactive, Inc. designs, manufactures, markets, sells, and distributes accessories for videogame platforms and personal computers (PC), as well as for iPod and other audio devices. Its products include videogame, PC, and audio accessories, such as control pads, video cables, steering wheels, joysticks, memory cards, light guns, flight sticks, dance pads, microphones, car adapters, carry cases, mice, keyboards, and headsets. It markets its products primarily under the Mad Catz, Saitek, Cyborg, Eclipse, Joytech, GameShark, Tritton, and AirDrives brands. The company also develops flight simulation software; operates flight simulation centers under its Saitek brand; operates a videogame content Website under its GameShark brand; publishes games under its Mad Catz brand; and distributes games and videogame products for third parties. It distributes its products through retailers in the United States, Europe, and Canada, as well as in Australia, Japan, Korea, New Zeal and, and Singapore. The company was founded in 1989 and is headquartered in San Diego, California
Advisors' Opinion:- [By Bryan Murphy]
If the name Mad Catz Interactive, Inc. (NYSEMKT:MCZ) rings a bell, it might be because yours truly penned some bullish thoughts on the video-gaming hardware (joysticks, control pads, headsets, etc.) back on August 20th. Neither MCZ nor my write-up were received as anything partially special at the time - it was just another stock dissected by just another guy, and you may or may not have given it a second thought. The 37% rally in the meantime, however, may garner a little more attention.
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