As a value investor, one of my top rules comes from a quote by Warren Buffett warning investors not to buy into hype: "Be fearful when others are greedy and greedy when others are fearful."
Following this advice, its time to dig deep to find value in today's bull market. Even�The Economist�featured a cover this week with a menacing�golden bull charging through a concrete wall with the words "Wall Street is back".�
To find long-term value in surging markets sometimes its best to dive into the discount bin. In the video below, energy analysts Joel South and Taylor Muckerman look into the lagging energy sector to find a rare gem in Devon Energy (NYSE: DVN ) . This exploration and production company is trading�significantly�under its net asset value as the market continues to punish energy producers who hold significant natural gas assets in addition to oil sands�acreage.�
10 Best Warren Buffett Stocks For 2014: ClearOne Communications Inc.(CLRO)
ClearOne Communications, Inc., a communications solutions company, develops and sells conferencing, collaboration, and streaming multimedia systems for audio, video, and Web applications. It develops, manufactures, markets, and services a line of audio conferencing products for personal, tabletop, premium, and professional uses by businesses and organizations, such as enterprise, healthcare, education and distance learning, government, legal, and finance organizations. The company also offers various residential products under the NetStreams DigilinX brand and commercial products under the VIEW brand, which deliver the Internet protocol (IP) A/V experience by streaming high definition audio and video, and control over TCP/IP networks. Its audio and video, and control solutions support virtually various digital or analog sources, including high definition audio and video content sources, and an unlimited number of networked end points on existing IP networks and infrastruct ure. In addition, the company manufactures and sells media carts for audio and video conferencing. It serves end-users, including small and medium-sized businesses, educational institutions, government organizations, and individual consumers primarily through a network of independent distributors who in turn sell the products to dealers, systems integrators, and other value-added resellers, as well as through a network of residential electronics dealers. ClearOne Communications, Inc. was founded in 1983 and is headquartered in Salt Lake City, Utah.
10 Best Warren Buffett Stocks For 2014: Thermal Energy International In (TMG.V)
Thermal Energy International Inc., a technology company, provides various proprietary and proven energy efficiency, emission reduction, water efficiency, and bioenergy products and solutions to the industrial, commercial, and institutional markets worldwide. Its energy solutions portfolio includes FLU-ACE technology that enhances the fuel efficiency of boiler operations, and captures heat from paper machines and other dryers; Dry-Rex low temperature biomass dryers; GEM steam traps and condensate return systems; THERMAL-AUD program that allows energy managers to meet corporate energy cost and emission reduction mandates; and THERMALOZOMAX ozone generation technology, which has applications in water purification, waste water treatment, and treatment of air streams and hazardous air pollutants. In addition, the company offers business and project development, and business case analyses; and engineering, construction management, installation, and project financing services. Th e company was founded in 1991 and is headquartered in Ottawa, Canada.
10 Best Electric Utility Stocks To Buy For 2014: 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 Goodwin]
Oracle (ORCL), a software enterprise company, is the only Overweight-rated company in this market segment. With the introduction of a new Exadata product line, Oracle is set to enjoy a positive secular trend. Its current market price of $29.58 has fluctuated in the range of $24.72 to $36.50. Earnings per share of $1.76 have been posted and market capitalization stands at $149.47 billion. Its recent P/E ratio was 16.88x and the company showed a net profit margin of 23.99%.
10 Best Warren Buffett Stocks For 2014: 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.
10 Best Warren Buffett Stocks For 2014: Stewardship Financial Corp(SSFN)
Stewardship Financial Corporation operates as the holding company for Atlantic Stewardship Bank that provides commercial and retail banking services to small and medium sized businesses and individuals in Bergen, Morris, and Passaic counties, New Jersey. It offers various deposit products, including personal and business checking accounts, time deposits, money market accounts, regular savings accounts, and term certificate accounts. The company also provides various loan products, such as commercial, consumer, residential mortgage, home equity, installment, and personal loans. In addition, Stewardship Financial Corporation owns and manages a property at Midland Park, New Jersey; involves in insurance business, as well as in issuing trust preferred securities; and owns and manages an investment portfolio. As of December 31, 2009, it operated a main office in Midland Park, New Jersey; and 12 branch offices in Hawthorne, Ridgewood, Montville, North Haledon, Pequannock, Waldwi ck, Wayne, Westwood, and Wyckoff, New Jersey. The company was founded in 1984 and is based in Midland Park, New Jersey.
10 Best Warren Buffett Stocks For 2014: Texada Software Inc(TXS.V)
Texada Software Inc. provides enterprise asset management and rental management software for equipment rental companies and other organizations primarily in North America, Australia, and New Zealand. It offers Systematic Rental Management System, a software package that manages rental operations from counter to customer with Web integration, complete financials and back-office, and fleet management from purchasing through maintenance to disposal; Systematic Dashboard, a business intelligence tool that delivers data on rental-specific metrics; Systematic Portal, a customer relationship management tool that allows Internet interactivity between a company and its customers; and Dynamic Reports, a tool to retrieve data, access existing reports, customize standard reports, and create new reports. The company also provides its Systematic Rental Management System in software-as-a-service model; and implementation, support, and training services for its software. Texada Software h as a strategic partnership with PROIV Technology, LLC to provide software development tools to the company. The company is headquartered in Guelph, Canada.
10 Best Warren Buffett Stocks For 2014: Guthrie Gts Ltd (G33.SI)
Guthrie GTS Limited, an investment holding company, engages in property, engineering, and leisure businesses in Singapore, Indonesia, and internationally. The company operates through three segments: Property, Engineering, and Leisure. The Property segment engages in the investment, development, and management of retail, commercial, and residential properties; and project management, as well as retail planning, consultancy, marketing, leasing, and mall management. The Engineering segment is involved in undertaking engineering contracts, and trading related products; and the provision of professional services to the transport, telecommunications, air-conditioning, electrical, and fire protection, as well as building and facility management sectors. The Leisure segment invests in, and operates hotels and a golf resort, which comprise the Mercure Vientiane hotel in Laos, the Pullman Jakarta Indonesia hotel in Jakarta, the Novotel Bali Benoa hotel in Bali, and the Indah Puri G olf Resort in Batam. It also offers warehousing facilities; and marketing services to golf clubs and hotels. The company was formerly known as Mulpha (Singapore) Ltd. and changed its name to Guthrie GTS Limited in 1988. Guthrie GTS Limited was founded in 1821 and is headquartered in Singapore.
10 Best Warren Buffett Stocks For 2014: Marconi (MONI.L)
Marconi : taking on the inheritance.Wearing the name of the renowned pioneer of telecommunications and the world of the wireless data transmission, the Nobel Prize laureate Guglielmo Marconi could have been pure chance, or a mere commercial asset. Such is not the case with the Marconi group (formerly called The General Electric Company), which was always able, despite all the jolts of its history, to challenge the inheritance of this famous patronymic.It is little to say that our present universe has evolved. It is impossible to imagine what a world without mobile telecommunications solutions, multimedia data transfer, mobile telephone systems, Internet would be like. But behind this technologist revolution are groups, among which Marconi.A major actor in the conception and marketing of telecommunication dedicated softwares as well as in the concrete hardware market, Marconi can, as a manufacturer, supply both faces (software and hardware) of what has always been called 't he information highways'.Therefore, companies as well-known as Cable & Wireless, UUNET Technologies, Level 3 Communications, MCI/WorldCom or Qwest call on an evolutional know-how, specialized (Ethernet, Internet, optical networks among others) available in more than 100 countries around the world.
10 Best Warren Buffett Stocks For 2014: Mindspeed Technologies Inc.(MSPD)
Mindspeed Technologies, Inc. designs, develops, and sells semiconductor networking solutions for communications applications in enterprise, fixed and mobile broadband access, metropolitan, and wide-area networks (WAN). The company offers communications convergence processing products that serve as bridges for transporting video, voice, fax, and modem transmissions between circuit-switched and packet-based fixed and mobile networks, and across network boundaries; and offer video and voice over Internet protocol, voice-over-asynchronous transfer mode (ATM), and voice-over-digital subscriber line services, as well as wireline-to-wireless connectivity. These products include the eighth-generation Comcerto family for fiber-access service delivery; and Transcede family of 3G/4G base station baseband processors. It also provides analog transmission devices and switching products, which comprise laser drivers, transimpedance amplifiers, post amplifiers, clock and data recovery cir cuits, signal conditioners, serializers/deserializers, video reclockers, cable drivers, and line equalizers that support storage area network, fiber-to-the-premise, optical transport networks, and broadcast video. In addition, the company offers WAN communications products comprising transmission solutions and ATM/multi-protocol label switching network processors that facilitate the aggregation, processing, and transport of voice and data traffic over copper wire or fiber optic cable to access metropolitan and long-haul networks. It sells its products directly to network infrastructure original equipment manufacturers; and indirectly through electronic component distributors and third-party electronic manufacturing service providers in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company was founded in 2001 and is headquartered in Newport Beach, California.
Advisors' Opinion:- [By Nancy Zambell]
At first glance, it’s puzzling why Mindspeed Technologies, Inc. (NASDAQ: MSPD) didn’t see its share price take off in 2010. Technology stocks saw a recovery, and the “tech buzz” gained momentum during the year. But when you consider that it operates in a very volatile industry — semiconductors — it makes sense.
But Mindspeed is hard at work capturing new contracts and agreements, which bodes very well for the company’s 2011 financials. And with Mindspeed marching quickly forward into 4G, I think the potential is dynamite.
10 Best Warren Buffett Stocks For 2014: Mirasol Resources Ltd.(MRZ.V)
Mirasol Resources Ltd., an exploration stage company, engages in the acquisition, exploration, and development of precious metal properties primarily in Argentina and Chile. The company focuses on gold-silver prospects. Its principal property includes the Joaquin property located in central Santa Cruz province. The company was founded in 2003 and is based in Vancouver, Canada.
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