Our latest featured recommendation is a red-hot semiconductor stock that has already generated over 188% for investors in the past 12 months, and it is already up over 11% in 2014, explains Nicholas Vardy, editor of Bull Market Alert.
Here's why I expect Micron Technology (MU) to move up even further in the weeks ahead.
First, Micron is in an enviable position in the otherwise boom-and-bust semiconductor sector.
Demand for the DRAM, NAND flash, and NOR flash memory it manufactures is exploding, as modern smartphones, tablet computers, and laptops require a lot more memory than similar devices made two years ago.
In addition, industry consolidation is allowing Micron to enjoy the benefits of reduced competition. And the industry's focus on new technology should limit manufacturing capacity over the next few years�� factor that also is bullish for the stock.
Second, despite its recent strong run, Micron still looks surprisingly cheap. The stock currently is trading at a forward price-to-earnings (P/E) ratio of only 9.52.
Best International Companies For 2015: USG Corporation(USG)
USG Corporation, through its subsidiaries, engages in the manufacture and distribution of building materials worldwide. The company offers gypsum and related products, including gypsum wallboard, joint compounds used for finishing wallboard joints, cement boards, glass mat sheathing, gypsum fiber panels, poured gypsum underlayments, ultra light panels, and various construction plaster products. Its gypsum products are used in various building applications to finish the interior walls, ceilings, and floors in residential, commercial, and institutional constructions, and repair and remodel constructions. The company also produces gypsum-based products for agricultural and industrial customers to use in various applications, including soil conditioning, road repair, fireproofing, and ceramics. In addition, it manufactures ceiling grid and acoustical ceiling tile for electrical and mechanical systems, and air distribution and maintenance applications. USG Corporation distribut es its gypsum products through specialty wallboard distributors, building materials dealers, home improvement centers and other retailers, contractors, and a network of distributors. Further, it distributes other manufacturers? gypsum wallboard, joint compound and other gypsum products, as well as drywall metal, insulation, and roofing products and accessories. The company sells its products under SHEETROCK, DUROCK, FIBEROCK, SECUROCK, LEVELROCK, RED TOP, IMPERIAL, DIAMOND, SUPREMO, AURATONE, ACOUSTONE, DONN, DX, FINELINE, CENTRICITEE, CURVATURA, and COMPASSO brands. The company was founded in 1901 and is based in Chicago, Illinois.
Advisors' Opinion:- [By Seth Jayson]
USG (NYSE: USG ) reported earnings on April 24. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), USG missed estimates on revenues and missed estimates on earnings per share. - [By Matt Jarzemsky]
While economists attributed some of the downtick to cold and snowy weather, some are wondering if the Federal Reserve�� plan to dial back its stimulus program this year could lead to a rise in interest rates, putting the brakes on the housing recovery. The SPDR S&P Homebuilders exchange-traded fund��hich tracks a broad basket of housing-related stocks from builders to Sheetrock maker USG Corp.(USG)��s down about 3.6% year-to-date.
Best Cheap Companies To Invest In Right Now: Oracle Corporation(ORCL)
Oracle Corporation, an enterprise software company, develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide. It licenses of database and middleware software, including database management software, application server software, service-oriented architecture and business process management software, data integration software, business intelligence software, identity and access management software, content management software, portals and user interaction software, development tools, and Java; and applications software comprising enterprise resource planning, customer relationship management, enterprise performance management, supply chain management, business intelligence applications, enterprise portfolio project management, Web commerce, and industry-specific applications software. The company also offers customers with rights to unspecified software product upgrades and maintenance releases; Internet access to technical content; and Internet and telephone access to technical support personnel. In addition, its hardware systems products consist of computer server and hardware-related software, including the Oracle Solaris Operating System; and storage products, such as tape, disk and networking solutions for open systems and mainframe server environments. Its hardware systems support solutions include software updates for the software components. Further, the company offers consulting solutions in business and IT strategy alignment, enterprise architecture planning and design, initial product implementation and integration, and ongoing product enhancements and upgrades; cloud services, including Oracle Cloud Services and Advanced Customer Services; and education solutions comprising instructor-led, media-based, and Internet-based training in the use of its software and hardware products. The company was founded in 1977 and is headquartered in Redwood Ci ty, California.
Advisors' Opinion:- [By Eric Parnell]
After taking these risks into consideration, maintaining an allocation to stocks remains worthwhile in such an environment. Given the volatility that often accompanies the turbulent May to October period, it may offer some particularly good trading opportunities as either broader markets or specific securities experience steep corrections followed by swift rallies. But risks must be monitored closely and holdings should be viewed with a potentially shorter time horizon depending on how events unfold in the coming months. Emphasizing stocks that exhibit quality, low volatility, value and current income that are also not technically overbought provides an additional way to control risk in the current environment. This includes allocations such as the Vanguard Dividend Appreciation ETF (VIG) and high quality individual names such as Exxon Mobil (XOM), International Business Machines (IBM), McDonald's (MCD), General Electric (GE) and Oracle (ORCL). It should be noted that IBM, General Electric and Oracle were all positions that were scooped up following recent sharp pullbacks.
- [By Alex Jordon]
Investment gurus are buying Oracle (ORCL) while insiders sell. If the team may no longer trusts the boss, a recent deal with salesforce.com (CRM) might have convinced big investors that Larry Ellison has finally made his big cloud move. That means everybody else goes down.
- [By Gregory Ness]
When Sun Microsystems (ORCL) dominated the server world, a much smaller company (with about 20 employees) based in Palo Alto developed software, which allowed x86 servers to be utilized more efficiently. As it grew from its stealth launch in 1998 to its commanding presence today, VMware set the stage for another computing disruption by proving that x86 server hardware could be used much more efficiently with virtualization software: multiple applications and operating systems could run on the same server.
- [By Christopher Freeburn]
Following Gates is Berkshire Hathaway‘s (BRK.A, BRK.B) iconic investor Warren Buffett, who is worth about $58.5 billion. Coming in third is Oracle (ORCL) CEO Larry Ellison with $41 billion. Charles and David Koch tied for fourth place again, each worth an estimated $36 billion.
Best Cheap Companies To Invest In Right Now: UnitedHealth Group Incorporated(UNH)
UnitedHealth Group Incorporated provides healthcare services in the United States. Its Health Benefits segment offers consumer-oriented health benefit plans and services to national employers, public sector employers, mid-sized employers, small businesses, and individuals; and non-employer based insurance options for purchase by individuals. It also provides health and well-being services for individuals aged 50 and older; and for services dealing with chronic disease and other specialized issues for older individuals, as well as health plans for the beneficiaries of acute and long-term care Medicaid plans. This segment offers its services through a network of 730,000 physicians and other health care professionals, and 5,300 hospitals. Its OptumHealth segment provides health, financial, and ancillary services and products that assist consumers through personalized health management solutions; benefit administration, and clinical and network management; health-based financi al services; behavioral solutions; and specialty benefits, such as dental, vision, life, critical illness, short-term disability, and stop-loss product offerings. The company?s Ingenix segment offers database and data management services, software products, publications, consulting and actuarial services, business process outsourcing services, and pharmaceutical data consulting and research services. Its Prescription Solutions segment provides integrated pharmacy benefit management services comprising retail network pharmacy contracting and management, claims processing, mail order pharmacy services, specialty pharmacy, benefit design consultation, rebate contracting and management, drug utilization review, formulary management programs, disease therapy management, and adherence programs to employer groups, union trusts, managed care organizations, Medicare-contracted plans, Medicaid plans, and third party administrators. The company was founded in 1974 and is based in Minne tonka, Minnesota.
Advisors' Opinion:- [By Ben Levisohn]
If yesterday’s market selling was a trickle, today was like a pipe bursting, as Nike (NKE), United Health Group (UNH) and Pfizer (PFE) tumbled.
- [By Dan Caplinger]
Finally, UnitedHealth (NYSE: UNH ) rose 0.8%. A report over the weekend found that almost half of all states expect to expand their Medicaid programs in order to meet demand for poor residents seeking health insurance coverage under Obamacare's individual mandate. The news gives UnitedHealth and other insurance companies a second bite at the health-care apple, as the company can seek both to cover individuals through insurance policies as well as go after lucrative Medicaid business at the state level.
Best Cheap Companies To Invest In Right Now: Whole Foods Market Inc.(WFM)
Whole Foods Market, Inc. engages in the ownership and operation of natural and organic food supermarkets. The company offers produce, seafood, grocery, meat and poultry, bakery, prepared foods and catering, coffee and tea, nutritional supplements, and vitamins. It also provides specialty products, such as beer, wine, and cheese; body care and educational products, such as books; and floral, pet, and household products. As of February 9, 2011, the company operated 302 stores in the United States, Canada, and the United Kingdom. Whole Foods Market, Inc. was founded in 1978 and is headquartered in Austin, Texas.
Advisors' Opinion:- [By David Hanson]
7. Whole Foods Market (NASDAQ: WFM ) Whole Foods Market is often jokingly labeled "Whole Paycheck" because of its steeper-than-average grocery prices. Similarly, the company's stock price also sports a high price tag. Despite trading over 10% lower than its all-time high, the stock still trades at almost 34 times trailing earnings. The grocer's fiercely loyal customer base and brand power are not compelling enough for Buffett to pay up for shares of the leader in a historically low-margin industry.
- [By Paul Ausick]
Big Earnings Movers: SolarCity Corp. (NASDAQ: SCTY) is down 16.7% at $49.71 after providing weak guidance with earnings last night. Qualcomm Inc. (NASDAQ: QCOM) is down 3.7% at $67.15 after a mixed earnings report last night. Whole Foods Market Inc. (NASDAQ: WFM) is down 11.2% at $57.27 as the store tries to shed its luxury image. Himax Technologies Inc. (NASDAQ: HIMX) is down 10.2% at $8.50 on weak guidance.
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