Thursday, October 23, 2014

Best Warren Buffett Stocks For 2014

"You only find out who is swimming naked when the tide goes out," wrote Warren Buffett. He was talking about the recession in 2002, but it also describes the lives of prosecutors and regulators following the financial meltdown in 2008. Now that markets and the economy are rebounding and the tide is rising, will the white-collar watchdogs get a rest in 2014?

Don't bet on it.

Cybercrime, corruption and mortgage fraud are still alive and kicking. And the new year will bring new frontiers. Here are four predictions from the corporate crime beat for 2014.

New sheriff in town

After five years marked by a variety of controversies, look for Attorney General Eric Holder to step down soon. Holder has had some notable successes in white-collar enforcement, but in that realm he may be best remembered for Senate testimony last March ��which he says was taken out of context ��that some banks have become too big to prosecute.

Top Logistics Companies To Own For 2015: Procera Networks Inc (PKT)

Procera Networks, Inc. (Procera), incorporated in 2002, is a provider of intelligent policy enforcement (IPE) solutions that enables mobile and broadband network operators and entities managing private networks, including higher education institutions, businesses and government entities to gain control of their networks. The Company's products are marketed under the PacketLogic brand name. The Company sells its products through its direct sales force, resellers, distributors and systems integrators in the Americas, Asia Pacific and Europe. The Company�� three product lines include PacketLogic Subscriber Manager (PSM), PacketLogic Intelligence Center (PIC) and PacketLogic Real-Time Enforcement Platform (PRE). As of December 31, 2011, the Company had over 600 customers throughout North America, Europe and Asia. The Company's customers are mobile and broadband network operators. Broadband network operators include cable multiple system operators (MSOs), telecommunications companies, Internet service providers (ISPs) and private network operators.

The Company's IPE solution�� foundational element is its datastream recognition definition language (DRDL), DPI technology. DRDL facilitates a range of criteria to properly identify the application of each individual datastream. As of December 31, 2011, the DRDL database consisted of over 2,000 signatures. DRDL interconnects control and data sessions of protocols like file transfer protocol (FTP).The standard-syntax language of DRDL enables development of new signatures.

The Company delivers IPE solutions for networks operators, leveraging its DRDL DPI technology. The Company's IPE solutions support deep levels of awareness and a broad universe of applications, enabling richer services to be offered to consumers. The Company's analytics provide relevant business intelligence reports that enable broadband and mobile operators to understand consumer trends and respond to the dynamic application landscape.

The PSM integra! tes PacketLogic with network management and operation systems, including AAA, OSS, BSS, provisioning and policy managers. This integration enables policy enforcement, per-user tracking, also known as user awareness, as well as knowledge of where in the network the user connects (location awareness). It can also control roaming costs through automatic policy enforcement.

The PIC, with PacketLogic Report Studio provides the visualization of the application and subscriber intelligence gathered by deployed PacketLogic systems. Leveraging the subscriber and location awareness provided by the PSM and the application intelligence provided by the PRE, the PIC is able to present information to the network operator based on the behavior of their network. The intelligence can be presented in a multi-dimensional format, with per user, application, location, and device views available for business intelligence and planning. The PIC gives network managers access to relevant network traffic intelligence that enables network optimization, creation of appealing services and protection against malicious behavior.

The PRE utilize multiple hardware platforms that run the same operating software. It offers platforms through the different PacketLogic software modules: LiveView, Filtering, Traffic Shaping, and Statistics. The PacketLogic hardware platforms offer a range of configurations from the entry-level four mega bytes per second (Mbps) PL5600 through two giga bytes per second (Gbps) PL7720. The mid-range PL8720 is a 2RU unit with up to 10 Gbps throughput.

The Company competes with Allot Communications Ltd., Arbor Networks, Blue Coat Systems, Cisco Systems, Inc., Cloudshield Technologies, Sandvine Corporation, Alcatel-Lucent, Ericsson, Juniper Networks, Brocade Communications Systems, Huawei Technologies Company and Nokia Siemens.

Advisors' Opinion:
  • [By Monica Gerson]

    Breaking news

    Starwood Hotels & Resorts Worldwide (NYSE: HOT) reported a gain in its third-quarter core earnings and lifted its full-year earnings forecast. To read the full news, click here. Procera Networks (NASDAQ: PKT) and Skyfire, a fully-owned subsidiary of Opera Software, today announced a joint solution and partnership to tackle the rapid growth of video traffic on global mobile networks, based on an open, scalable ICAP architecture. To read the full news, click here. R. R. Donnelley & Sons Company (NASDAQ: RRD) and Consolidated Graphics (NYSE: CGX) jointly announced today that they have signed a definitive agreement by which RR Donnelley will acquire Consolidated Graphics, a provider of digital and commercial printing, fulfillment services, print management and proprietary Internet-based technology solutions. To read the full news, click here. Dunkin' Brands Group (NASDAQ: DNKN) reported a 36% rise in its third-quarter income. To read the full news, click here.

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Best Warren Buffett Stocks For 2014: Tangoe Inc (TNGO)

Tangoe, Inc. (Tangoe), incorporated on February 9, 2000, is a global provider of communications lifecycle management (CLM), software and services to a range of enterprises, including large and medium-sized businesses and other organizations. CLM encompasses the entire lifecycle of an enterprise's communications assets and services, including planning and sourcing, procurement and provisioning, inventory and usage management, mobile device management (MDM), invoice processing, expense allocation and accounting, and asset decommissioning and disposal. Its on-demand Communications Management Platform is a suite of software designed to manage and optimize the complex processes and expenses associated with this lifecycle for both fixed and mobile communications assets and services. On February 21, 2012, it acquired ttMobiles Limited (ttMobiles), On January 10, 2012, Tangoe acquired Anomalous Networks Inc. On December 19, 2011, it acquired ProfitLine, Inc. (ProfitLine).On March 16, 2011, the Company acquired the telecommunications expense management division of Telwares, Inc. and its subsidiary Vercuity Solutions, Inc. (Telwares). On January 25, 2011, it acquired HCL Expense Management Services Inc. (HCL). On August 8, 2012, the Company acquired the Telecommunications Expense Management Business of Symphony Teleca (TEM Business).

The Company�� solution is implemented worldwide, providing service coverage in over 180 countries and territories in over 125 currencies with support for approximately 1,700 different communications carriers and 1,900 different billing formats. Its user interface is translated into 16 different languages and its solution supports compliance with the requirements of 63 regulatory committees around the world. Its on-demand software organizes disparate billing, ordering, asset and usage data into a format, allowing its customers to access, query and analyze their communications expense and asset profile information. Improved control of the billing process helps enterpri! ses ensure they pay their bills on time, avoiding late payments and associated service interruptions. Its software also provides customers proactive and predictive mobile usage alerts allowing them to avoid mobile bill overages. Its solution allows its customers to manage the financial, legal and reputational risks associated with unauthorized or unintended use of their communications assets and services.

Communications Management Platform

The Company�� customers can engage the Company through its client service group to manage their communications assets and services using a combination of CMP and its client services. The services it offers include help desk, asset procurement and provisioning and carrier dispute resolution. Its Communications Data Management technology processes and normalizes service-provider billing and order-related information for its customers. CMP also integrates with its customers' critical third-party enterprise systems, including enterprise resource planning, accounts payable, general ledger and human resources systems, which enables automated, real-time access to and synchronization with employee, accounting, user access authentication and security policy information.

The Company sells CMP in three standard bundles: Asset Management, Expense Management and Usage Management. The Asset Management bundle of CMP provides asset procurement, provisioning, tracking and disposal capabilities for fixed and mobile communications assets and services. The Asset Management bundle tracks and audits all add, move, change or disconnect service transaction orders and manages all customer assets and services by location, business unit and employee. Its MDM software allows its customers to manage and maintain their mobile inventory with wireless, real-time monitoring and remote update functions. Key capabilities of the Asset Management bundle of CMP include catalog management, procure, provision, track, maintain and dispose.

Catalog Manage! ment incl! ude Customer-configurable catalog of over 51,500 services, devices, features and plans with dynamic access and presentation based on corporate policy and user profile. Procure include capture, validation, approval, submission and tracking of fixed and mobile service and equipment orders. Provision is engaged in establishment of mobile device enterprise connectivity with installation of corporate applications, usage and security policies utilizing wireless provisioning capabilities. Track includes tracking of fixed and mobile assets, including information regarding characteristics, configurations, ownership and operational and connectivity status. Maintain include centralized management of mobile devices enabled through on-device software providing security and usage policy enforcement as well as automated mobile policy and mobile application deployments and updates. Dispose include collection, data cleansing and disposal of mobile devices.

The Expense Management bundle of CMP provides automated processing and services to manage every aspect of the fixed and mobile communications billing function, from receipt to payment. Key capabilities of the Expense Management bundle of CMP include contract management, billing, audit, dispute, allocate, payment and optimize. The Usage Management bundle of CMP provides enterprises with visibility and control over how communications assets and services are being used in fixed and mobile environments through a combination of real-time and historical usage tracking as well as corporate communications and security policy enforcement. The Company�� capabilities of the Usage Management bundle of CMP include secure, policy management, monitor, real-time, compliance, performance and support. The Company offers Real-time Telecommunications Expense Management (rTEM) bundled or as a point solution. Its rTEM solution serves the enterprise, medium and small business and carrier deployment markets.

The Company�� rTEM solution provides businesses and ca! rriers of! all sizes the ability to monitor, report and analyze data, voice, short message service (SMS) and roaming consumption of their mobile devices in real-time. Its rTEM solution utilizes predictive algorithms designed to proactively identify and help prevent costly, unexpected overages from occurring. Its rTEM solution also provides device location monitoring services to help find lost or stolen devices, as well as device geo-fencing features to alert appropriate individuals that an asset is leaving or entering pre-defined geographic tracking areas, providing additional device security tracking. Its rTEM solution supports implementation on smartphones, tablets and machine-to-machine communication devices.

Strategic Consulting and Other Services

The Company offers a set of strategic consulting services that address all areas of CLM for fixed and mobile environments. These services can be contracted separately or in conjunction with CMP. Its strategic consulting services offerings include sourcing, strategic advisory service, bill auditing, inventory optimization, mobile optimization and policy administration. The Company assists its customers with reviewing and negotiating contracts with communications carriers. The Company provides its clients with peer comparison analysis and benchmarking. It works with its customers to identify billing errors and other issues related to usage and contract activity. The Company advises its customers on how to align their current asset and service inventories with their business objectives. The Company aids its customers in aligning their mobile policies, assets, contracts and requirements. It works with its customers to formulate policies concerning the appropriate use of communications assets and services. In addition, the Company helps its customers develop policies regarding risk mitigation, entitlements, cost management, liability models, cost allocation methodologies and positive behavioral management. The Company also offers standard imple! mentation! services, including data conversion, system configuration, process review and corporate system integration, to assist its customers in the setup and deployment of CMP.

The Company competes with Emptoris, Rivermine, MDSL, Symphony SMS, Vodafone, XIGO, AirWatch, BoxTone, Good Technology, MobileIron, Sybase, Zenprise, CSC, Orange, Ariba and PAETEC.

Advisors' Opinion:
  • [By Dan Caplinger]

    Finally, outside the Dow, Tangoe (NASDAQ: TNGO  ) jumped 7% after it entered into a software development cooperation agreement with German giant SAP. The deal will greatly enhance Tangoe's exposure and credibility in the telecom expense management solutions space, while helping SAP broaden its overall offerings to help customers develop and manage their mobile ecosystems.

  • [By David Trainer]


    For examples of large investment firms propping up stock prices and fueling large moves, see my recent Danger Zone articles on InnerWorkings (NASDAQ: INWK) and Tangoe (NASDAQ: TNGO). Both stocks had heavy institutional ownership and rapid upward price moves driven by Wall Street propaganda and momentum traders. Soon after we revealed how disconnected the price moves were from the companies’ fundamentals the stocks fell 30+%.

  • [By Holly LaFon]

    Historically, most companies have not tried to manage this process. Tangoe (TNGO) helps companies consolidate and renegotiate contracts by using the buying power that's already there to help companies better manage this end of their business.

Best Warren Buffett Stocks For 2014: Rigel Pharmaceuticals Inc.(RIGL)

Rigel Pharmaceuticals, Inc., a clinical-stage drug development company, engages in the discovery and development of small-molecule drugs for the treatment of inflammatory/autoimmune diseases, as well as for certain cancers and metabolic diseases. Its product development programs include R788, which completed a phase 2 clinical trial for the treatment of rheumatoid arthritis; and is in phase 2 clinical trials for B-cell lymphoma, T-cell lymphoma, immune thrombocytopenia purpura, and certain solid tumors. The company?s product development programs also comprise R343, which is in phase 1b clinical trial for the treatment of asthma. In addition, its preclinical programs include oral JAK3 inhibitor program for research in the area of immunology/inflammation; adiponectin mimetics for the treatment of type 2 diabetes mellitus and other potential indications; and muscle atrophy program for muscle homeostasis. Further, the company is evaluating R763/AS703569 compound in its aurora kinase inhibition program targeting cancer cell proliferation. Rigel Pharmaceuticals, Inc. has collaboration agreements with AstraZeneca AB; Pfizer, Inc.; and Daiichi Pharmaceuticals Co., Ltd. The company was founded in 1996 and is based in South San Francisco, California.

Advisors' Opinion:
  • [By Sean Williams]

    It wasn't nearly as exciting a week for Rigel Pharmaceuticals (NASDAQ: RIGL  ) , which regained full rights to rheumatoid arthritis pill Fostamatinib from AstraZeneca�on Tuesday. The pair actually reported a statistically significant ACR20 response rate at 24 weeks in two trials, but the data isn't expected to be conclusive enough to gain FDA approval. AstraZeneca, not wanting to spend any more on the program, took a $140 million charge and returned all licensing back to Rigel. With the prospect of high trial costs and a drug which did well, but perhaps not well enough to compete with competition already on the market, Rigel is now in a tough position and is worth avoiding at all costs.

  • [By Sean Williams]

    What: Shares of Rigel Pharmaceuticals (NASDAQ: RIGL  ) , a clinical-stage small molecule drug company focused on inflammatory and autoimmune disorders, dropped as much as 21% after the company resumed full responsibility for its rheumatoid arthritis pill, Fostamatinib, and reported topline data from two late-stage studies involving the drug.

  • [By Keith Speights]

    Pain-medication pain
    Rigel Pharmaceuticals (NASDAQ: RIGL  ) experienced pain this week, resulting from its drug intended to help rheumatoid arthritis patients suffer less pain. Shares fell almost 23%.

  • [By Max Macaluso, Ph.D.]

    Early Tuesday morning, Rigel Pharmaceuticals� (NASDAQ: RIGL  ) and its now-ex-partner, AstraZeneca (NYSE: AZN  ) , reported late-stage clinical trial results for the experimental rheumatoid arthritis drug Fostamatinib. In the following video, health-care analyst Max Macaluso discusses why Rigel dropped 18% after the news was released and the risks that lie ahead for Rigel Pharmaceuticals.

Best Warren Buffett Stocks For 2014: Radio One Inc.(ROIAK)

Radio One, Inc., together with its subsidiaries, operates as an urban-oriented multi-media company in the United States. It engages in the radio broadcasting operation that primarily targets African-American and urban listeners. As of December 31, 2011, the company owned and operated 54 broadcast stations located in 16 urban markets. It also operates an African-American targeted cable television network and Tom Joyner Morning Show; and owns online platform serving the African-American community through social content, news, information, and entertainment, as well as operates various online social networking Websites, including BlackPlanet, MiGente, and Asian Avenue. The company was founded in 1980 and is based in Lanham, Maryland.

Advisors' Opinion:
  • [By Roberto Pedone]

    Radio One (ROIAK) is a multimedia company that primarily targets African-American and urban consumers. This stock closed up 5.8% to $2.35 in Thursday's trading session.

    Thursday's Range: $2.21-$2.40

    52-Week Range: $0.68-$2.66

    Thursday's Volume: 258,000

    Three-Month Average Volume: 112,595

    From a technical perspective, ROIAK ripped higher here back above its 50-day moving average of $2.27 with above-average volume. This stock recently formed a triple bottom chart pattern at $2.10, $2.11 and $2.07. Following that bottom, shares of ROIAK have started bounce sharply higher and move within range of triggering a major breakout trade. That trade will hit if ROIAK can manage to take out some near-term overhead resistance levels at $2.46 to its 52-week high at $2.66 with high volume.

    Traders should now look for long-biased trades in ROIAK as long as it's trending above some near-term support levels at $2.10 to $2.07 and then once it sustains a move or close above those breakout levels with volume that hits near or above 112,595 shares. If that breakout triggers soon, then ROIAK will set up to enter new 52-week-high territory above $2.66, which is bullish technical price action. Some possible upside targets off that breakout are $3 to $4.

  • [By Roberto Pedone]

    Radio One (ROIAK), together with its subsidiaries, operates as an urban-oriented multimedia company in the U.S. This stock closed up 3% to $2.67 in Tuesday's trading session.

    Tuesday's Range: $2.56-$2.74

    52-Week Range: $0.68-$2.75

    Thursday's Volume: 99,000

    Three-Month Average Volume: 107,808

    From a technical perspective, ROIAK trended higher here right above some near-term support at $2.48 and above its 50-day moving average at $2.35 with decent upside volume. This move is quickly pushing shares of ROIAK within range of triggering a major breakout trade. That trade will hit if ROIAK manages to take out some near-term overhead resistance levels at $2.74 to its 52-week high at $2.75 with high volume.

    Traders should now look for long-biased trades in ROIAK as long as it's trending above support at $2.48 or above its 50-day at $2.35 and then once it sustains a move or close above those breakout levels with volume that hits near or above 107,808 shares. If that breakout triggers soon, then ROIAK will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $3.50 to $4.

Best Warren Buffett Stocks 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 Ben Eisen and Saumya Vaishampayan]

    Shares of Compuware Corp. (CPWR) �climbed 1.9%. The Financial Times reported that private equity investors were considering making a bid for the software company, citing anonymous sources.

  • [By Seth Jayson]

    Compuware (Nasdaq: CPWR  ) reported earnings on May 21. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q4), Compuware met expectations on revenues and met expectations on earnings per share.

  • [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.

  • [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

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