Best High Tech Companies To Own For 2014

Strength in telecom stocks was apparent during Thursday�� trading even before the news that Warren Buffett had established a major position in Verizon.

These 3 telecoms had already made the list of new 52-week highs prior to the disclosure that the Omaha oracle picked up half a billion dollars worth of Verizon:

1. Windstream Windstream Corporation (NYSE:WIN) With a price-earnings ratio of 25, it would be hard to call this a value stock. Part of the attraction of VZ for Buffett is that low p/e of 10. Windstream is paying a 10% dividend while sitting on a great deal of debt. Some analysts have wondered if that level of dividend payment can be sustained. The stock price has galloped from 7 in February to 9.5 in May. That�� quite an uptrend in a short period of time.

2. CenturyLink CenturyLink (NYSE:CTL) This is another telecom that�� been moving upward a lot lately ��from 27 to 37 in the last 4 months. Because the company did not earn money last year, there is no price/earnings ratio. Last I checked, the 5.7% dividend was still being paid.

Hot Net Payout Yield Companies To Own For 2015: TFS Financial Corporation(TFSL)

TFS Financial Corporation operates as a holding company for Third Federal Savings and Loan Association of Cleveland. The company provides retail consumer banking, including mortgage lending, deposit gathering, and other financial services in Ohio and Florida. Its deposit accounts consist of savings accounts, negotiable order of withdrawal accounts, certificates of deposit accounts, individual retirement accounts, and other qualified plan accounts. The company also offers residential real estate mortgage loans, home equity loans, lines of credit, residential construction loans, and consumer loans. It operates 39 full-service branches and 8 loan production offices. TFS Financial Corporation, through its subsidiary, Third Capital, Inc. engages in net lease transactions of commercial buildings; maintains minority investments in private equity funds, and provide escrow and settlement services; and reinsures private mortgage insurance on residential mortgage loans. The company w as founded in 1938 and is headquartered in Cleveland, Ohio.

Advisors' Opinion:

• [By Jim Royal]

  The special situation
  For those of you following my Special Situations portfolio, Investors Bancorp is in a spot similar to First Financial Northwest (NASDAQ: FFNW  ) and TFS Financial (NASDAQ: TFSL  ) , both of which are featured substantially in the portfolio. While Investors Bancorp is still only a partially demutualized thrift (like TFS Financial today), it will soon become a fully public institution, like First Financial.

Best High Tech Companies To Own For 2014: Gyrodyne Company of America Inc.(GYRO)

Gyrodyne Company of America, Inc., a real estate investment trust (REIT), engages in the investment, acquisition, ownership, and management of a portfolio of medical office and industrial properties in the northeast region of the United States. The company also involves in the development of industrial and residential properties. It focuses on acquiring, developing, owning, leasing, and managing medical, commercial, and industrial real estate. The company has elected to be taxed as REIT under the Internal Revenue Code. As a REIT, it would not be subject to federal income tax purposes, provided that it distributes at least 90% of its taxable income to its shareholders. The company was founded in 1946 and is headquartered in St. James, New York.

Advisors' Opinion:

• [By Lisa Levin]

  Gyrodyne Co. of America (NASDAQ: GYRO) shares dipped 8.66% to reach a new 52-week low of $10.86. Gyrodyne Co. of America's trailing-twelve-month ROA is -5.29%.

• [By Geoff Gannon] >Syms (SYMSQ) where at some point the company�� entire value really depended on its balance sheet.

  Obviously when looking at things like real estate you don�� go by what it says on the balance sheet. You try to find a note on depreciation that breaks out land, buildings, etc. And gives information about how the company depreciates its property.

  And ��of course ��you look at the ��roperties��item in the 10-K. In the U.S., you then use the information you��e gathered to check county land records and things like that for more information about the property.

  Generally, you want to:

  路 Find out when the company bought the property

Best High Tech Companies To Own For 2014: Montalvo Spirits Inc (TQLA)

Montalvo Spirits Inc., incorporated on November 18, 2010, is a development-stage company. The Company develops, markets and distributes alcoholic beverages with initial offering being the Montalvo Tequila, primarily in the United States. The Company sells its products through a network of spirits distributors, who are licensed to distribute alcoholic beverages throughout the United States. The Company intends to focus on growing the market share of its initial products, the ultra-premium Montalvo line of tequilas, whose expressions include Plata, Reposado, Anejo and Extra-Anejo. The Company owns the Montalvo brand trademark and have exclusive worldwide master distribution rights to the brands.

The Company�� portfolio of alcoholic beverage brands includes additional spirits categories, as well as beer and wine, through additional importation and distribution contracts of existing brands. In addition, the Company may choose to develop new brands or acquire existing companies with their own brand portfolios. The Company�� subsidiary, Casa Montalvo, has an exclusive worldwide distribution agreement with Destilidora Huerta Real, S.A. de C.V., the producers of Montalvo Tequila. Montalvo, an ultra-premium tequila brand, is a handcrafted, formulated tequila produced from blue agave plants from the Lowlands of Jalisco, Mexico. Montalvo is available in four expressions: Plata, Reposado, Anejo and Extra-Anejo.

The Company competes with Diageo PLC, Pernod Ricard S.A., Bacardi Limited, Brown-Forman Corporation, Beam Inc., Remy Cointreau S.A. and Constellation Brands, Inc.

Advisors' Opinion:

• [By CRWE]

  Today, TQLA surged (+10.80%) up +0.042 at $.431 with 1,344,844 shares in play thus far (ref. google finance Delayed: 1:09PM EDT� September 24, 2013).

  Montalvo Spirits, Inc. previously reported they have entered into a sales and marketing agreement with Prestige International Exports, LLC (“Prestige”). Prestige will represent the Montalvo Spirits portfolio brands in certain international markets, as well as provide sales and marketing support for Montalvo Tequila and Broken Heart Gin throughout the state of California, and will assist the Company in attempting to secure distribution in additional markets in the U.S.

Best High Tech Companies To Own For 2014: Fleetmatics Group PLC (FLTX)

Fleetmatics Group PLC (FleetMatics), incorporated on October 28, 2004, is a provider of fleet management solutions delivered as software-as-a-service (SaaS). The Company offers Web-based and mobile application solutions, which provide fleet operators with visibility into vehicle location, fuel usage, speed and mileage and other insights into their mobile workforce. The Company offers fleet management software solutions. The Company�� FleetMatics-branded solutions sold under the FleetMatics or SageQuest names. Its solutions are accessed through a Web browser or mobile application and provide its customers with actionable business intelligence. Its SaaS offering consists of the easy-to-use components: Tracking Alerts, Route Replay, Geofencing and Landmarks, FleetTracking Dashboard, Fleet Reports, Mobile App, Speed Limits, Panoramic Reporting and Benchmarking. In addition to this core SaaS offering, it also offers the additional features to its customers: Fuel Card Reporting Integration, FleetMatics Fuel Card and Navigation Unit Integration. Effective August 8, 2013, Fleetmatics Group PLC a unit of Fleetmatics Investor Holdings LP, acquired Connect2Field Holdings Pty Ltd.

The Company�� Fleet Tracking Alerts allow fleet operators to set driver performance thresholds and receive e-mail notifications when unwanted driving behavior occurs. Notifications are sent when a vehicle enters or exits specified areas, moves during specified times, or when a vehicle�� speed or idle time exceeds specified thresholds. Its Route Replay feature allows customers to play back each journey taken by their vehicles, from start up to shut down and provides customers with minute-by-minute location and speed details. Fleet operators can start, stop, pause, and change the speed of the journey replay using intuitive playback controls to monitor and analyze driver behavior. Integration with Google Maps enables customers to pinpoint vehicle location with satellite, street views and zooming capabilities.

The Company�� Geofencing and Landmarks feature allows customers to designate areas on the map, in which vehicles are allowed or not allowed to travel. Fleet operators receive notifications when a vehicle enters or exits an unauthorized location and reports are generated detailing time spent in unauthorized areas. Its FleetTracking Dashboard provides fleet operators with a way to monitor overall fleet performance through a graphical summary. This interface allows fleet operators to evaluate performance categories across their fleet, including speed, engine on-time, vehicle idling, vehicle mileage and number of stops. Fleet operators can also view individual vehicle performance.

The Company provides its customers with over 40 pre-built on-demand reports, which they can access to analyze fleet data. Its reports contain information about vehicle movement and use, including vehicle location, ignition on and off time, engine idle time, arrival and departure times, distance traveled, hours worked, and vehicle speed. Its Mobile App is a portable software application, which fleet operators can use to access actionable business intelligence and insights over mobile devices. It includes the FleetTracking Dashboard, Reports, Tracking Alerts, Route Replay, and Geofencing and Landmarks.

With the Company�� Speed Limits feature, the Company provides a range of speed limit information across all types of roads and geographies, including local and residential roads. Speed limit is powered by FleetMatics RoadSpeed, a specialized database of average speed values derived from billions of points of vehicle movement. Its panoramic reporting engine features in-depth historical trending analyses and strategic comparative information from the customers, such as driver and organizational performance benchmarking. Its Fuel Card Reporting Integration feature integrates customers��fuel card usage information into its fleet management software platform. It provides its customers with an on-demand fue! l usage s! ummary for an entire fleet, as well as detailed information on individual vehicles. Reports are generated, which compare fuel purchases with vehicle location data.

The Company has partnered with an independent global fleet card provider to deliver a Universal Platinum MasterCard. Its Navigation Unit Integration features with Garmin global positioning system (GPS) navigation devices, streamlines dispatching and communication by integrating its fleet management software with its customers��GPS navigation devices. It provides customers with turn-by-turn directions, notification of job status, estimated time of arrival to the next job site, and easy-to-use messaging capabilities. Drivers receive automatic job updates, eliminating the need to manually enter addresses while driving. It offers customers the choice of two fleet management branded solutions, FleetMatics and SageQuest.

Advisors' Opinion:

• [By Tom Taulli]

  CSOD stock is currently trading at a fair valuation for cloud companies, with a price-to-sales ratio of 9.

  Cloud Companies to Buy: Fleetmatics (FLTX)

  When it comes to cloud companies, Fleetmatics (FLTX) stock is downright cheap. The stock trades at only five times sales, and the forward price-to-earnings ratio is 24.

• [By James Oberweis]

  Fleetmatics (FLTX) is a leading global provider of fleet management solutions, delivered as SaaS.

  Its mobile software platform provides fleet operators with visibility into vehicle location, fuel usage, speed, and mileage, enabling them to reduce operating and capital costs, as well as increase revenue.

• [By John Udovich]

  On Wednesday, small cap FleetMatics Group PLC (NYSE: FLTX) sank 7.99% to $32.80 and shares have been in a sort of freefall for the past few weeks after outperforming the First Trust ISE Cloud Computing Index (NASDAQ: SKYY) last summer. So what is going on and should you be investing or shorting this small cap?