Best High Tech Stocks To Buy For 2015

Daniel Loeb founded Third Point Offshore Investors Ltd., an investment adviser, in 1995. Third point currently has $8 billion under management and is event driven and value oriented. Often, Loeb engages in activist investing, as is particularly the case with his biggest holding, Yahoo! (YHOO).

His biggest purchases in the fourth quarter were Marvell Technology Group Ltd. (MRVL), Yahoo! Inc. (YHOO) and Dish Network Corp. (DISH).

Marvell Technology Group Ltd. (MRVL)

Loeb bought 10 million shares of Marvell Technology at approximately $14 per share in the fourth quarter of 2011.

Marvell manufactures semiconductors, particularly for Ethernet, cable and DSL-related communications devices. It has a history of financial strength and growth and fell to a historical low P/E and low P/B and P/S ratio in 2011.

MRVL pe,ps,pb Interactive Chart

Marvell�� free cash flow has also grown steadily, from $25 million in 2002 to $1.1 billion in 2011. The company has $2.4 billion on its balance sheet and only $166 million in long-term liabilities with zero long-term debt. Gross margin, operating margin and net margin almost all expanded to their highest levels of the decade in 2011 (except the operating margin, which was 27.4%, slightly under its 2006 level of 27.4%).

Best High Tech Stocks To Buy For 2015: Colgate-Palmolive Company(CL)

Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products, including toothpaste, toothbrushes, and mouth rinses, as well as dental floss and pharmaceutical products for dentists and other oral health professionals; personal care products, such as liquid hand soap, shower gels, bar soaps, deodorants, antiperspirants, shampoos, and conditioners; and home care products comprising laundry and dishwashing detergents, fabric conditioners, household cleaners, bleaches, dishwashing liquids, and oil soaps. The company offers its oral, personal, and home care products under the Colgate Total, Colgate Max Fresh, Colgate 360 Advisors' Opinion:

• [By Wallace Witkowski]

  Other earnings highlights in the coming week include Dow components McDonald�� Corp. (MCD) , DuPont (DD) , AT&T Inc. (T) , and Procter & Gamble Co. (PG) . Notable S&P 500 companies include Halliburton Co. (HAL) , Netflix Inc. (NFLX) �, Amgen Inc. (AMGN) �, TripAdvisor Inc. (TRIP) �, Amazon.com Inc. (AMZN) �, Colgate-Palmolive Co. (CL) �, Ford Motor Co. (F) �, Dow Chemical Co. (DOW) �, and United Parcel Service Inc. (UPS) �

• [By Ben Levisohn]

  Shares of Procter & Gamble have dropped 3.2% during the past 12 months, lagging Unilever’s (UL) 2.5% rise, Colgate-Palmolive’s (CL) 8.7% advance and Kimberly-Clark’s (KMB) 3.1% gain.

Best High Tech Stocks To Buy For 2015: Reclaim Industries Ltd (RCM)

Reclaim Industries Limited is engaged in the manufacture of recycled rubber and its associated products. The principal activities of the Company include rubber recycling and manufacturing to convert used rubber tires into commercially surfacing, molded and granule products for a range of industries in both domestic and international markets. The Company operates in three segments: collections, manufacturing and sales. Collections, which is engaged in the pickup of tires from customers. Manufacturing, which is the processing of tires into rubber granule or baled tires. Sales, which is engaged in the laying of the rubber soft-fall surfaces or selling of rubber crumb and associated products to wholesale markets. Advisors' Opinion:

• [By Holly LaFon]

  Whitney George is Director of Investments, Managing Director, and a Portfolio Manager of Royce & Associates, LLC, investment advisor to The Royce Funds. He serves as portfolio manager for Royce Premier Fund (RPR), Royce Low-Priced Stock Fund (RLP), Royce Global Value Fund (RGV), Royce SMid-Cap Value Fund (RSV), and Royce Focus Trust (FUND). He also serves as assistant portfolio manager for Royce Micro-Cap Fund (RMC), Royce Value Fund (RVV), Royce Value Plus Fund (RVP), Royce Focus Value Fund (RFV), and Royce Capital Fund ��Micro-Cap Portfolio (RCM). Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.

Top Solar Stocks To Own For 2015: Limoneira Co(LMNR)

Limoneira Company engages in agribusiness and real estate development businesses primarily in the United States. The Company operates in three reportable operating segments; Agribusiness, Rental Operations, and Real Estate Development. The agribusiness segment farms, packages, and sells lemons directly to food service, wholesale, and retail customers. It also grows oranges, and a range of specialty citrus and other crops, such as pummelos, Moro blood oranges, Cara Cara oranges, Satsuma mandarin oranges, Minneola tangelos, pistachios, cherries, and Star Ruby grapefruits. This segment has approximately 1,766 acres of lemons; 1,254 acres of avocados; 1,062 acres of oranges; and 401 acres of specialty citrus and other crops Ventura and Tulare Counties, California. The Rental Operations segment rents residential and commercial facilities; leases land; and provides organic recycling services. This segment owns and maintains approximately 188 residential housing units located in Ventura and Tulare Counties; owns various commercial office buildings and a multi-use facility consisting of a retail convenience store, gas station, car wash, and quick-serve restaurant; and leases approximately 586 acres of land to third party agricultural tenants. The Real Estate Development segment develops land parcels, multi-family housing, and single-family homes. This segment has 1,873 units in various stages of planning and development. The company also processes and packs lemons lemons grown by third parties. Limoneira Company was founded in 1893 and is headquartered in Santa Paula, California.

Advisors' Opinion:

• [By Eric Volkman]

  Limoneira (NASDAQ: LMNR  ) is maintaining its dividend. The company this week declared a distribution of $0.03750 per share, to be handed out July 16 to shareholders of record as of July 8.

• [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 Limoneira (Nasdaq: LMNR  ) , whose recent revenue and earnings are plotted below.

• [By John Udovich]

  Last Friday, small cap Farmland Partners Inc (NYSEMKT: FPI) had an IPO to join Gladstone Land Corp (NASDAQ: LAND), Alico, Inc (NASDAQ: ALCO) and Limoneira Company (NASDAQ: LMNR) as the latest option for retail investors seeking a way to invest in American farmland. After all, there is that old quote attributed to Mark Twain: "Buy land, they're not making it anymore." Moreover, February Wall Street Journal article noted that From 2009 to mid-2013, average prices for agricultural land in the�US rose by half while in Iowa, Nebraska and some other Midwest farm states, prices more than doubled. However, the same article noted that there is mounting evidence that the farmland�boom is fizzling out as�farmland prices in Iowa fell 3% over the second half of last year and those in Nebraska fell 1%. The good news though is that today's agricultural sector looks markedly different than it did during the last farmland bust back in�the early 1980s while Greyson Colvin, the managing partner at investment manager Colvin & Co. (which owns about 7,000 acres of farmland), was quoted as saying: "We think this next 12 months is going to be the best window we've had in the past five years [to invest in farmland].��/p>

Best High Tech Stocks To Buy For 2015: Hatteras Financial Corp (HTS)

Hatteras Financial Corp., incorporated on September 19, 2007, is an externally managed mortgage real estate investment trust (REIT) that invests primarily in single-family residential mortgage pass-through securities guaranteed or issued by the United States Government agency (such as the Government National Mortgage Association (Ginnie Mae)), or by the United States Government-sponsored entity (such as the Federal National Mortgage Association, (Fannie Mae)), and the Federal Home Loan Mortgage Corporation, (Freddie Mac)). The Company is externally managed and advised by its manager, Atlantic Capital Advisors LLC.

The Company focuses on agency securities consisting of mortgage loans with short durations. The agency securities consist of mortgages that have principal and interest payments guaranteed by Ginnie Mae, Fannie Mae or Freddie Mac. It invests in both fixed-rate and adjustable-rate agency securities. Adjustable rate mortgages (ARMs) are mortgages that have floating interest rates that reset on a specific time schedule, such as monthly, quarterly or annually, based on a specified index, such as the 12-month moving average of the one-year constant maturity United States Treasury rate (CMT) or the London Interbank Offered Rate (LIBOR). The ARMs it generally invests in, sometimes referred to as hybrid ARMS, have interest rates that are fixed for an initial period (typically three, five, seven or 10 years) and then reset annually thereafter to an increment over a pre-determined interest rate index.

Advisors' Opinion:

• [By Zain Zafar]

  Hatteras Financial (NYSE: HTS  ) �was one of the worst performers during the period despite following a relatively conservative strategy of investing mostly in adjustable-rate mortgage (ARM) mortgage-backed securities, as opposed to fixed-rate 30-year MBSes that can often carry a larger interest rate risk.�

• [By Amanda Alix]

  More mREITs stay the course, but two trim payouts
  Despite suffering many tumbles and bruises, several mREITs have announced that their dividends will be unchanged from the previous quarter. Several did so last week, and yesterday saw Hatteras Financial (NYSE: HTS  ) , an agency-only trust, keeping its own $0.70 per share�payout the same. Hybrid New York Mortgage Trust (NASDAQ: NYMT  ) also kept its dividend stable, at $0.27 per share, in line with its four most recent distributions.

• [By Rich Duprey]

  Single-family-housing REIT�Hatteras Financial (NYSE: HTS  ) announced yesterday its second-quarter dividend of $0.70 per share, the same rate it's paid for the past two quarters after cutting the payout 12.5% from $0.80 per share.

Best High Tech Stocks To Buy For 2015: CEPHEID(CPHD)

Cepheid, a molecular diagnostics company, engages in developing, manufacturing, and marketing integrated systems for testing in the clinical market, as well as for application in legacy biothreat, industrial, and partner markets. Its systems enable molecular testing for organisms and genetic-based diseases by automation. The company offers GeneXpert system that integrates sample preparation in addition to DNA amplification and detection; and SmartCycler system, which integrates DNA amplification and detection to allow rapid analysis of a sample. The GeneXpert system is designed for reference laboratories, hospital central laboratories, and satellite testing locations, such as emergency departments and intensive care units within hospitals and doctors? offices. Cepheid also provides GeneXpert Infinity System for high volume testing. The company offers tests for the GeneXpert and the SmartCycler systems in the areas of healthcare associated infections, critical infectious d isease, genetics, women?s health, and oncology. These tests include U.S. Food and Drug Administration (FDA) cleared products, CE marked products, analyte specific reagents, and research use only tests in the clinical market. In the industrial market, it sells its SmartCycler system along with general use polymerase chain reaction reagents and reaction tubes. Cepheid sells its products its direct sales force and through third-party distributors worldwide. It has collaboration agreements with Novartis, Foundation for Innovative New Diagnostics, Life Technologies Corporation, and Northrop Grumman Corporation. The company was founded in 1996 and is headquartered in Sunnyvale, California.

Advisors' Opinion:

• [By Sean Williams]

  What: Shares of Cepheid (NASDAQ: CPHD  ) , a developer of molecular diagnostic tests for both clinical and non-clinical markets, plunged as much as 11% after the company reported its second-quarter earnings results following the closing bell last night.

• [By Jon C. Ogg]

  Cepheid (NASDAQ: CPHD) was downgraded to Neutral from Buy at Bank of America Merrill Lynch, but the firm actually raised its price target to $41 (versus a $39.04 close).

Best High Tech Stocks To Buy For 2015: Special Opportunities Fund Inc.(SPE)

Special Opportunities Fund, Inc. is a close-ended fund of funds launched and managed by Brooklyn Capital Management LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.

Advisors' Opinion:

• [By Whopper Investments]

  For example, his Special Opportunity Fund (SPE) needed more capital to effectively implement its activist strategy after he took over. Unfortunately, most of the ways to raise capital are expensive and seriously dilute shareholder value. For example, a common stock offering, the most common way a closed end fund would raise capital, has to be priced at a discount and an investment bank needs to be paid to organize and sell it. Obviously, paying to issue shares at a discount is a disaster for long term shareholder value, so he instead pursued a rights offering for convertible preferred stock, which allowed the company to raise money without the expense of an investment bank while allowing shareholders the opportunity to increase their holdings in the fund without paying a commission. From the prospectus,

Best High Tech Stocks To Buy For 2015: Tencent Holdings Ltd (TCTZF)

Tencent Holdings Limited is an investment holding company. The Company and its subsidiaries are principally engaged in the provision of Internet value-added services, mobile and telecommunications value-added services and online advertising services to users in the People�� Republic of China. The Company operates in four segments: Internet value-added services, Mobile and telecommunications value-added services, Online advertising, and Others. As of December 31, 2011, its subsidiaries included Tencent Cyber (Tianjin) Company Limited, Tencent Asset Management Limited, Tencent Technology (Beijing) Company Limited, Tencent Cyber (Shenzhen) Company Limited, Tencent Technology (Shanghai) Company Limited and others. Advisors' Opinion:

• [By John Seward]

  And online television company Tencent Holdings Ltd. (OTC: TCTZF) picked up 2.6 percent, to trade at $15.28.

  Posted-In: China Chinese Internet Companies InternetNews Emerging Markets Rumors Markets Tech

• [By Craig Stephen]

  Still, this pilot scheme offers something new to mainland investors. They can now invest in sectors of the economy which were previously off limits, giving more choice outside the old state-owned industries. This will include areas such as Macau gaming and Internet stocks. One of the largest, traded stocks in Hong Kong is Tencent (HK:0700) � (TCTZF) , which is likely to be added to mainland portfolios.

Best High Tech Stocks To Buy For 2015: SAP AG(SAP)

SAP AG provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. The company?s products includes SAP Business Suite software, which supports large organizations in their core business operations, such as supplier relationship, production, warehouse management, sales, administration, and customer relationship; SAP Business All-in-One, a business management software that assists midsize companies in managing various business functions, including financials, human resources, procurement, inventory, manufacturing, logistics, product development, sales, and marketing; SAP Business One, a business management application for small businesses; and SAP Business ByDesign, an on-demand solution for integrated business management applications. Its products also comprises SAP BusinessObjects Edge business intelligence and enterprise performance management solutions; Xcelsius, a data visualization software; Crystal Reports, which helps users design interactive reports; Sybase IQ, an optimized analytics server designed to deliver results for business intelligence, analytics, data warehousing, and reporting solutions; SAP solutions for sustainability; and SAP NetWeaver technology platform, which integrates information and business processes across various technologies and organizational structures. In addition, the company offers industry and solution-focused, business transformation, information technology transformation, custom development, and support services; and program, project management, quality assurance, and education and certification services. It sells its products through its subsidiaries and resellers. SAP AG has a strategic relationship with Cap Gemini S.A. to develop and deploy enterprise mobility solutions. The company was formerly known as SAP Aktiengesellschaft Systeme, Anwendungen, Produkte in der Datenverarbeitung. SAP AG was founded in 1972 and is headquartered in Walldorf , Germany.

Advisors' Opinion:

• [By Holly LaFon]

  MBIAcommon stock is The Allocation Fund�� largest position. Recent legal settlements paid and reserves taken by defendants are convincing skeptics of the company�� ability to more than just survive. Following GAAP, the company reports a book value of about $12 per share. Following Statutory Accounting Principles (SAP) utilized by insurance regulators, book adjusts to $16. Assuming an orderly run-off, the company calculates an adjusted book value of $35. Each method has its strengths and weaknesses and does not include a value for new business.