Saturday, December 7, 2013

Top 5 Tech Stocks To Own For 2014

I've owned quite a few biotechs over the years, but Lexicon Pharmaceuticals (LXRX) is maybe one of the most frustrating I've owned. Forget about the company's prior business model of selling gene knockout data to drug developers and its near-death experience about five years ago - the simple fact that the company has some very interesting clinical candidates but can't get much love or attention from prospective partners is plenty frustrating in its own right.

Well, here we go again. Lexicon announced very encouraging data on its lead compound for diabetes ('4211), with the company's proprietary SGLT 1/2 inhibitor showing solid glucose control in diabetes patients with significant renal impairment. I don't really think this study is surprising to Lexicon bulls, but the Street is clearly cheered by the news and I suspect part of that enthusiasm is the hope/expectation that the last real obstacle to a partnership agreement may now be in the past.

Top 5 Tech Stocks To Own For 2014: Wolfson Microelectronics(WLF.L)

Wolfson Microelectronics plc, a semiconductor company, engages in the design, manufacture, and supply of mixed-signal integrated circuits for the digital consumer electronics market worldwide. The company?s products include mono, multi-channel, stereo, and stereo low power ADCs; audio amplifiers; audio hubs; HDA, mono, mono low power, multi channel, stereo, and stereo low power CODECs, as well as stereo low power CODECs with touch screen controller and low power CODECs with integrated video buffer; multi channel, stereo, and stereo low power DACs; imaging ADCs; myZone ANC; power management products, power management with audio, and processors; S/PDIF transceivers; and true mics. Its products are used in portable battery operated products, such as mobile phones, portable media players, headsets/headphones, portable navigation devices, eBook readers, handheld game consoles, and digital cameras; and mains operated products, including Hi-Fi, flat panel televisions, Blu-ray pl ayers, set-top boxes, games consoles, and multi-functional printers and scanners. Wolfson markets and sells its products directly to original equipment manufacturer customers; and through independent distributors primarily in Japan, the Asia Pacific, Europe, and the Americas. The company was founded in 1984 and is headquartered in Edinburgh, the United Kingdom.

Top 5 Tech Stocks To Own For 2014: Engineer Inform(ENG.MI)

Engineering Ingegneria Informatica SpA, together with its subsidiaries, provides various information technology services in Italy and internationally. It offers system integration and consultancy, software solutions, and business process and information technology outsourcing services. The company provides its solutions to the public administration, finance, industry and services, telecommunications, utilities, healthcare, transport, energy, and media sectors. Engineering Ingegneria Informatica SpA was founded in 1980 and is based in Rome, Italy.

Hot Performing Companies To Invest In 2014: Vitec Group(VTC.L)

The Vitec Group plc, together with its subsidiaries, provides products and services for the broadcast, photographic, military, aerospace, and government markets worldwide. It operates in three divisions: Imaging and Staging, Videocom, and Services. The Imaging and Staging division engages in the design, manufacture, and distribution of equipment and accessories for professionals and amateurs in photography, video, and events fields. This division offers photo, video, and lighting support products; and stage and lighting systems, as well as distributes products for the photographic, video, cine, and lighting production markets. The Videocom division designs and distributes equipment principally for professionals engaged in producing and transporting video content for the media industries, such as broadcast, film, live events, and education, as well as for the military, aerospace, and government markets. It offers bags, camera accessories, lighting products, microwave system s, mobile power systems, prompters, and camera support equipment, as well as equipment rental services. The Services division provides equipment rental, workflow design, and technical support services for camera, video, audio, fiber optic, and wireless technology used by television production teams and film crews. It offers production equipment rental, used production equipment sales, maintenance services, event systems and services, and audio services and sales, as well as fiber optic system design, installation, and maintenance services. The company was formerly known as Vitec Group plc and changed its name to The Vitec Group plc in 2001. The Vitec Group plc was founded in 1910 and is headquartered in Kingston upon Thames, the United Kingdom.

Top 5 Tech Stocks To Own For 2014: Splunk Inc (SPLK)

Splunk Inc. (Splunk) provides a software platform. Splunk�� software collects and indexes data regardless of format or source, and enables users to search, correlate, analyze, monitor and report on this data, all in real time. Its software is designed to help users in various roles, including information technology (IT) and business professionals, analyze machine data and realize real-time visibility into and about their organization's operations. The core of its software is a machine data engine, comprised of collection, indexing, search and data management capabilities. Its software can collect and index terabytes of information daily, irrespective of format or source. As of January 31, 2012, the Company had approximately 3,700 customers.

The Company�� software enables users to identify problems, get answers and gain new business insights and intelligence from machine data across their globally distributed enterprise all through one platform. Its software contains features and functionality, such as Universally collect, index, store and archive any machine data, from any source, search and investigate, user-friendly interface, knowledge store, monitor and alert, report and analyze, custom dashboards and views, platform extensibility, role-based access and controls.

The Company competes with BMC Software, Inc., CA, Compuware, HP, IBM, Intel, Microsoft Corporation, Quest Software, Adobe Systems, Google, Webtrends, EMC, Oracle and SAP.

Advisors' Opinion:
  • [By Ben Eisen]

    Salesforce.com Inc. (CRM) � will hold a developer conference next week that coincides with its earnings announcement on Monday. Also on the tech earnings calendar: online radio firm Pandora Media Inc. (P) , data-software firm Splunk Inc (SPLK) , and Marvell Tech (MRVL) �on Thursday.

  • [By Jake L'Ecuyer]

    Shares of Splunk (NASDAQ: SPLK) got a boost, shooting up 22.70 percent to $73.50 after the company reported upbeat results for the third quarter and issued a strong forecast.

Top 5 Tech Stocks To Own For 2014: Medidata Solutions Inc.(MDSO)

Medidata Solutions, Inc. provides software-as-a-service based clinical development solutions for life science organizations worldwide. Its solutions comprise software and services that allow customers to increase the value of their development programs by designing, planning, and managing key aspects of the clinical trial process, including study and protocol design, trial planning and budgeting, site negotiation, clinical portal, trial management, randomization and trial supply management, clinical data capture and management, safety events capture, medical coding, clinical business analytics, and data flow and interoperability. The company primarily offers Medidata Rave, a comprehensive platform for capturing and managing clinical data. It also provides Medidata CTMS, a clinical trial management solution that streamlines operational workflows; Medidata Designer, a protocol development tool that enhances the efficiency of clinical trial start-up; Medidata Insights, a busi ness analytics platform; and Medidata Balance, a randomization and trial supply management solution, which streamlines the process of developing, building, and implementing subject allocation plans. In addition, the company offers Medidata Grants Manager, an application to benchmark the investigator budgets against industry data; Medidata contract research organization (CRO) Contractor, an analytical tool for CRO outsourcing, budgeting, and negotiation; and iMedidata, a hosted portal application that allows investigative sites and sponsor study teams to start trial activities. Further, it provides hosting, support, and professional services. The company serves pharmaceutical, biotechnology, and medical device companies; academic institutions; and CROs and other entities engaged in clinical trials through a direct sales force; and through relationships with CROs and other strategic partners. The company was founded in 1999 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Brian Stoffel]

    But I'm not here to talk about these two companies
    I offer those two up as examples that this trend of profiting while helping medical companies save money, is very real. The company I'd like to introduce you to today is much smaller: Medidata Solutions (NASDAQ: MDSO  ) .

  • [By Brian Pacampara]

    What: Shares of cloud-based clinical development technologist Medidata Solutions (NASDAQ: MDSO  ) surged 19% today after its quarterly results and outlook topped Wall Street expectations.�

No comments:

Post a Comment