10 Best Communications Equipment Stocks To Buy Right Now


It’s tragic that it takes an event like the one earlier this week at a Nevada middle school to put building security stocks in the spotlight. But, reality is reality. The death of one teacher as well as the student/shooter himself has once again underscored the need for names like View Systems Inc. (OTCBB:VSYM), OSI Systems, Inc. (NASDAQ:OSIS), and American Science & Engineering, Inc. (NASDAQ:ASEI). These three companies make equipment that may have prevented the shooting at the school. As is so often the case, interest in defense-oriented equipment – and a stronger likelihood of buying them – is eventually going to impact stocks like ASEI, OSIS, and VSYM for the better.


Of the three, American Science & Engineering, Inc. is apt to be the best known. It’s the company that became the hot button a few years ago following the 9/11 tragedy that spurred airport security to new heights. It’s still the “go to” name to meet X-ray and detection needs, even if ASEI struggled a while back with concerns that its backscatter X-ray device took exceedingly “intimate” looks at an individual being scanned.

10 Best Communications Equipment Stocks To Buy Right Now: Zoom Technologies Inc (ZOOM)


Zoom Technologies, Inc. (Zoom), incorporated on February 29, 2002, is engaged in design, production, marketing, sales, and support of broadband and dial-up modems, voice over Internet Protocol or (VoIP) products and services, Bluetooth wireless products, and other communication-related products. The Company through its wholly owned holding-company subsidiary, Gold Lion Holding Limited (Gold Lion) is the owner of 100% of Profit Harvest Corporation Ltd. (Profit Harvest) and through Gold Lion’s wholly owned subsidiary, Jiangsu Leimone Electronics Co., Ltd. (Jiangsu Leimone) is the owner of 80% of Tianjin Tong Guang Group Digital Communication Co., Ltd. (TCB Digital). The Company through its subsidiaries is engaged in manufacturing, research and development, and sales of electronic and telecommunication products for the latest generation mobile phones, wireless communication circuitry, and related software products. On January 4, 2011, the Company acquired 100% ownership of Ce lestial Digital Entertainment, Ltd., (CDE). During the year ended December 31, 2011, the Company acquired 55% of Portables.


TCB Digital is engaged in electronic and telecommunication product design, development, and manufacturing for original equipment manufacturers (OEM) customers and for its own products under the brand name of Leimone. The Company offers electronic manufacturing service (EMS) to both domestic and global customers including Samsung, Beijing Tianyu Langtong, CECT, Danahar and Spreadtrum. Its primary products include mobile phones, wireless telecommunication modules, digital cameras, cable television (TV) set-top boxes and global positioning system ( GPS) equipment.


The Company has developed mobile phones and Smartphones based on both of the main network technologies: Global System for Mobile Communications (GSM), and Code Division Multiple Access (CDMA), and beginning in 2010 also 3G CDMA2000 capable products. As of December 31, 20 11, the Company markets its mobile phone products through di! stributors in China and also supplies GSM, CDMA and 3G CDMA2000 mobile phones to customers, including one of China’s main mobile operators, China Telecom. The Company through its Portables subsidiary operates a wholesale distributor business for T-Mobile products and services in the United States. The Company also has the right to sell branded mobile handsets including those carrying the Zoom brand name and related peripherals in the retail stores managed by Portables under the agreement with T-Mobile.


The Company competes with Bird Ningbo Co., Ltd, Haier Telecom Co. Ltd., Konka Group Co., Ltd, Lenovo Group Limited, TCL Communication Technology Holdings Limited, LG Electronics Ltd., Motorola Inc., Nokia Corporation, Samsung Electronics Co., Ltd., and Sony Ericsson Mobile Communications (China) Co., Ltd.

Advisors’ Opinion:

  • [By Lauren Pollock]

    Shares of Zoom Technologies Inc.(ZOOM) soared  37% to $5.90 after the Chinese mobile and telecommunications investor inked an all-stock deal to acquire an online business travel provider.

10 Best Communications Equipment Stocks To Buy Right Now: Envivio Inc (ENVI)


Envivio, Inc., incorporated on January 5, 2000, is a provider of Internet protocol (IP) video processing and distribution solutions, which enable the delivery of video to consumers. The Company’s solution is designed to enable service providers and content providers to offer video anytime, anywhere across a range of video formats, networks, consumer devices and operating systems. Its software-based solution runs on industry-standard hardware and includes encoders, transcoders, network media processors all controlled through its network management system. It enables service providers and content providers to deliver linear broadcast and on-demand video services to their customers through multiple screens, such as tablets, mobile handsets, netbooks, laptops, personal computers (PCs) and televisions. Its customers include mobile and wireline telecommunications service providers, cable multiple system operators (MSOs), direct broadcast satellite service providers (DBSs), and content providers, which includes broadcasters and content publishers, owners, aggregators and licensees.


Core Technologies

The Company’s software platform includes core technologies: modular software architecture and multi-core video compression. The Company’s core competencies are in developing advanced media compression and video over IP technologies, where it delivers a carrier grade, multi-screen solution. Its modular software architecture provides a common platform of capabilities and features, which allows its products to perform critical video processing and distribution functions, including ingestion, processing, packaging, protection and encryption, network optimizations and monitoring. In addition, its software-based architecture allows customers to enable features or add capacity through the input of a simple security or license key.


The Company Multi-core video compression has a set of video processing and compression algorithms designed to optimize performance on industry-stan! dard, multi-core hardware chipsets. These algorithms are central to all of its encoder and transcoder products.

Products

The Company’s unified video headend solution and unified delivery infrastructure for live and on-demand multi-screen video delivery are built on its encoding, transcoding and video distribution products. Its suite of products consists of Envivio 4Caster, Muse, Halo and 4Manager. Its 4Caster product delivers video to mobile, PC and television from a single platform. It has designed 4Caster to optimize live and on-demand workflows for video delivery commensurate with the characteristics of both legacy and current network infrastructures by encoding video input in multiple codecs, resolutions, bit rates and formats. 4Caster utilizes pre-processing techniques to clean and optimize video sources before encoding.


Envivio Muse is its new multi-screen software architecture designed for live or file-based video transcoding and distribution to multiple devices. Muse is available on industry-standard blade servers or its 4Caster appliances and enables service providers running large-scale operations to leverage their existing datacenter infrastructure to deliver enhanced video services. Muse also enables advanced functionality, such as ad-insertion and content protection for mobile devices that facilitates service monetization.

The Company’s Halo Network Media Processor performs final content adaptation for consumer devices, including protected adaptive bitrate streams compatible with Apple iOS, Android 3 and Microsoft Smooth Streaming enabled consumer devices. Its 4Manager network management system is specifically engineered to manage next generation video headends for mobile television, over-the-top (OTT) and Internet protocol television (IPTV), while continuing to support traditional broadcast distribution networks. 4Manager allows service providers to monitor and control all h eadend appliances. 4Manager is designed to maximize video he! adend ava! ilability and reliability by reporting system malfunctions and can automatically switch away from a defective unit, minimizing service disruption.


Services

The Company offers a range of services in support of its products, including on-site project assessment, systems integration, on-site delivery and operational and customer support. On-site project assessment include complete review of content sources, existing systems and middleware to determine the proper interface and adaptation equipment necessary for its customer to deliver an optimized consumer quality of experience. Systems integration configures all the equipment with its solution according to network design and plan. On-site delivery install all equipment and test the operational environment, including redundancy and system monitoring, as well as administer technical training to validate predefined use cases in an operational environment. Operational and customer support provides differen t grades of service level agreements and support contracts according to requirements.


The Company competes with Harmonic Inc., Cisco Systems, Inc., Elemental Technologies, RGB Networks, Inc., Google Inc. and Ericsson AB.

Advisors’ Opinion:

  • [By John Udovich]

    Small cap video technology stocks Envivio Inc (NASDAQ: ENVI), Ku6 Media Co Ltd (NASDAQ: KUTV) and Tremor Video Inc (NYSE: TRMR) made some interesting moves today and in recent days or months – meaning its worth taking a closer look at all three to see if there might be opportunities for traders and investors alike:

  • [By Jake L’Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Thursday, with Infinera (NASDAQ: INFN) leading advancers. Meanwhile, gainers in the sector included Envivio (NASDAQ: ENVI), with shares up 2.8 percent, and Adept Technology (NASDAQ: ADEP), with shares up 4.3 percent.

10 Best Communications Equipment Stocks To Buy Right Now: ADVA Optical Networking SE (ADV)

ADVA Optical Networking SE is a Germany-based company that develops, manufactures and sells optical and Ethernet-based networking solutions to telecommunications carriers and enterprises to deploy, manage and deliver data storage, voice and video services in metropolitan areas. Its optical transmission solutions are based on wavelength division multiplexing (WDM) technology. Its Ethernet-optimized transmission solutions for fiber- or copper-based lines are used to provide access for enterprises into a carrier’s network. Its systems are used by telecommunications services providers, companies, universities and government agencies worldwide. It sells its product portfolio both directly and through an international network of distribution partners. Its optical and Ethernet-based network solutions have been deployed by more than 250 carriers and more than 10,000 enterprises. As of December 31, 2012, the Company had 13 wholly owned subsidiaries across Europe, Asia, North and Latin America. Advisors’ Opinion:

  • [By Holly LaFon]

    We re-established an investment in CME Group, Inc. (CME) during the period. CME is the largest and most diversified derivatives marketplace in the U.S. Its exchanges support trading across a variety of asset classes, including interest rates, equity indexes, energy, agricultural commodities, foreign exchange and metals. We believe CME has the opportunity to significantly accelerate its growth rates due to the eventual normalization of interest rates and the attendant interest rate volatility. CME’s interest rate trading volumes (ADV) have been depressed as a result of the Fed’s zero interest rate policy and low interest rate volatility. For example, interest rate ADV was 4.8 million in 2012compared to 7.1 million in 2007, before the financial crisis. However, given the Fed’s recent policy statements (discussed above), market participants are starting to anticipate an end to quantitative easing (QE). On May 30, CME experienced record volume for interest rate derivatives wi th ADV of 19.4 million. With the globalization of CME’s business, a host of new products, and the regulatory requirement for interest rate swaps to be cleared on an exchange, we believe CME’s interest rate volumes can surpass their prior peak, significantly driving earnings growth for the company.

  • [By Adrian Day]

    Adrian Day: Yes, yes, I like the concept of looking up the secondary plays. I mean, you know we own Altius (ALS) for example, rather than Alderon (ADV). Altius owns 30% of Alderon, that is more diversified, has a better balance sheet. If Alderon succeeds, Atius will succeed.

10 Best Communications Equipment Stocks To Buy Right Now: Gigamon Inc (GIMO)

Gigamon Inc., incorporated on January 2, 2009, has developed solution that delivers visibility and control of traffic across networks. Its solution, which it refers to as its traffic visibility fabric, consists of distributed network appliances that provide an advanced level of network traffic intelligence. Its fabric enables information technology (IT) organizations to forward traffic from network infrastructure to management, analysis, compliance and security tools in a manner that is optimized for specific uses or locations. Its flow mapping technology that identifies and directs incoming traffic to single or multiple tools based on user-defined rules implemented from a centralized management console. Its products consist of GigaVUE, GigaSECURE, GigaSMART and GigaTAP products. Its traffic visibility fabric is deployed by enterprises and service providers. Its traffic visibility fabric is built on the GigaVUE family of products.


The Company generates product revenue primarily from sales of perpetual software licenses installed on physical appliances for its traffic visibility fabric solutions to channel partners, including distributors and resellers, as well as directly to end user customers. The Company generates services revenue primarily from the sale of maintenance and support services for its products. As of March 31, 2012, the Company had sold products to over 825 end user customers across many vertical markets, including the United States retailers, United States banks and financial services companies, United States integrated telecommunication service providers, United States managed healthcare providers, United States cable and satellite providers and global securities and commodities exchanges. It offers purpose-built physical appliances that are integrated with its software and enable its end user customers to design traffic visibility fabric architectures optimized for a range of scale and performance requirements f rom one gigabit appliances to one terabit chassis-based solu! tions.


Its appliances range from a single rack unit appliance to a modular multi-slot chassis that accommodates a range of its line cards. The GigaVUE product family consists of G Series and H Series of products. The GigaVUE G Series consists of a range of purpose-built, small form-factor traffic visibility appliances. Its GigaSECURE products provide in-line packet distribution specifically designed for use with security-based tools, such as intrusion prevention systems (IPS). The GigaSECURE products are designed to support two-way traffic communications and provide bypass protection allowing packets to be distributed to multiple IPS devices where they are screened, and then aggregated back together for entry back to the network. The GigaVUE H Series utilizes a robust Linux-based operating platform enabling configurations. The series includes both large blade-based chassis configurations and a fixed configuration product specifically designed to aggregate 10 gig abit traffic links together.


The Company also offers ongoing technical support with its hardware and software products. Its primary support offering, SupportCARE, provides two-tiered support levels, including premium-level support coverage. It offers end user customers ongoing maintenance services for both hardware and software, which enables them to receive ongoing software updates, upgrades, bug fixes and repairs. It also offers DesignCARE in the North America region, which provides end user customers with professional services that range from the architectural design of a Traffic Visibility Fabric for their customized requirements to the complete implementation and configuration of GigaVUE appliances across multiple locations. Its support personnel are based in Milpitas, California and Reading, United Kingdom.


The Company competes with Cisco Systems, Inc. and Juniper Networks, Inc.

Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Equities Trading UP
    Gigamon (NYSE: GIMO) shares shot up 6.59 percent to $17.14 after the company announced Q1 results. Gigamon reported a Q1 loss of $0.07 per share on revenue of $31.80 million. Needham upgraded the stock from Buy to Strong Buy.

  • [By Jake L’Ecuyer]

    Equities Trading UP
    Gigamon (NYSE: GIMO) shares shot up 7.77 percent to $17.33 after the company announced Q1 results. Gigamon reported a Q1 loss of $0.07 per share on revenue of $31.80 million. Needham upgraded the stock from Buy to Strong Buy.

10 Best Communications Equipment Stocks To Buy Right Now: Location Based Technologies Inc (LBAS)


Location Based Technologies, Inc. (LBT), incorporated on April 20, 2006, designs, develops, and sells personal, pet, and vehicle locator devices and services including PocketFinder People, PocketFinder Pets and PocketFinder Vehicles. The Company markets and sells consumer and commercial location devices and services. Its devices utilize Assisted Global Positioning System (A-GPS) and General Packet Radio Service (GPRS) technologies in conjunction with its technologies designed to enhance the families to interact and stay connected around the world. The Company is a developer of the PocketFinder family of products and the PocketFinder Network. The PocketFinder family of products includes the PocketFinder People, PocketFinder Vehicle, PocketFinder Pets, PocketFinder Luggage, PocketFinder Mobile and PocketFinder Fleet. The PocketFinder is a small location device that enables a user to locate a device, person, or pet, at anytime from almost anywhere. PocketFinder personal locat or devices are wireless.


The Company generate revenue by selling its products and charging customers an ongoing service fee, for which it offers monthly and annual subscription plans. The Company’s product, PocketFinder, is a small, waterproof and wireless location device that enables users to locate anyone or anything they care about, from a computer or Web-enabled device. Its products deliver critical information to users, such as: device location, longitude, latitude, heading speed and 60 days of location history. This information can be viewed passively through a user’s account or can be sent to a user via email or push notification if the user sets an alert. The target markets for the PocketFinder include: young children, seniors, people with special needs and people who need to track valuable assets such as luggage or sporting equipment. In addition to the PocketFinder, it also sell the PocketFinder Pet and the PocketFinder Vehicle products. The Pocke tFinder Pet is designed for pets weighing 15 pounds or more,! and it markets the PocketFinder Vehicle to families with new drivers, car enthusiasts, motorcycle owners, watercraft owners and business fleets. The PocketFinder Vehicle attaches directly to a battery or fuse box, so it has a constant supply of power. All PocketFinder products operate on the same user interface, which enables its customers receive the same features, functionality and user-experience, regardless of which product they own. To access their account or locate their devices, users can logon to the Company’s Website at www.pocketfinder.com or use its native iPhone, iPad or Android Apps.


The Company’s products are sold through various brick-and-mortar and online retailers and through its Website. It provides customer service and support in the United States through existing call centers owned by Affinitas. It provides wireless location based solutions for global positioning products along with its friendly user interface software system. PocketFin der and PocketFinder Vehicle devices are being sold in the United States and in Canada through the Apple Online Store and Apple Retail Stores. PocketFinder devices for Pets are available for purchase on its Website.


The Company competes with Geospatial Platform Providers, Application Developers, Garmin’s GTU-10, Qualcomm’s Tagg, Lo-Jack, SpotLight, Fleetmatics, NetworkFleet, and Qualcomm.

Advisors’ Opinion:

  • [By CRWE]

    Today, LBAS surged (+10.27%) up +0.015 at $.160 with 39,780 shares in play thus far (ref. google finance Delayed: 11:41AM EDT July 5, 2013).

    Location Based Technologies, Inc. and EE, Ltd., the U.K.’s most advanced communications company, have previously entered into a purchase agreement which will allow LBT to embed EE SIM technology into LBT’s world’s best GPS products for immediate purchase throughout Europe and in additional areas around the world.


    EE’s relationship with LBT continues to grow. The companies began their relationship earlier this year when EE launched PocketFinder Personal GPS Locators in their London flagship stores (https://explore.ee.co.uk/pocket-finder). With this latest agreement, LBT now has the capability to sell devices into Europe using a local SIM, thereby greatly reducing the monthly service fee charged to customers.

  • [By CRWE]

    Today, LBAS remains (0.00%) +0.000 at $.132 with 9,470 shares in movement thus far (ref. google finance Delayed: 9:47AM EDT June 20, 2013).


    Location Based Technologies, Inc. previously received FCC and IC certification for its versatile LBT-886 device. These certifications are necessary before devices can be sold to consumers throughout the US and Canada.

    The LBT-886 device is available for manufacture in a 2G or 3G variant. The 3G penta-band variant will enable the device to function in countries which only operate on the 3G spectrum, such as Australia, South Korea, Japan and some areas of Canada. This global tracking solution also delivers additional features such as various environmental sensors or comes with an attachment with special capability designed to meet lone-worker or personnel security requirements

  • [By CRWE]

    Today, LBAS has shed (-7.69%) -0.010 at $.120 with 95,100 shares in play thus far (ref. google finance Delayed: 12:21PM EDT August 15, 2013).

    Location Based Technologies, Inc. previously reported it has signed a distribution agreement with Beijing Lava Technology Co. Ltd., an Apple approved distributor for its online, brick and mortar stores, and authorized distributors in Asia. The agreement is one of the final steps preceding the launch of LBT’s GPS products into the Asian markets. Beijing Lava Technology Co. Ltd. serves China, Singapore, Japan, Korea, Taiwan, Malaysia, and Indonesia.


    LBT estimates that it will begin selling its PocketFinder devices in Singapore through Apple’s online store and authorized distributors in the near future with other Asian countries to follow thereafter.

10 Best Communications Equipment Stocks To Buy Right Now: Motorola Solutions Inc (MSI)

Motorola Solutions, Inc. (Motorola Solutions), incorporated March 9, 1973, provides communication infrastructure, devices, software and services. The Company provides these products and services for enterprise and government customers worldwide. The Company operates in two segments: Government and Enterprise. The Government segment includes sales of public safety communications systems, commercial two-way radio systems and devices, software and services. The Enterprise segment includes sales of rugged and enterprise-grade mobile computers and tablets, laser/imaging/RFID-based data capture products, wireless local area network (WLAN) and integrated digital enhanced network (iDEN) infrastructure, software and services. In January 2014, the Company announced that it has acquired Twisted Pair Solutions, a provider of push-to-talk over broadband applications for secure, real-time communication anywhere, on any device.


Government

The Government segment designs, manufactures, sells, and provides services around voice and data communications systems, devices, security products and applications. These products and services are sold to a range of customers, including government, public safety and first responder agencies, as well as commercial customers who operate private communications networks and manage a mobile workforce.

The Company offer a portfolio of network infrastructure, devices, applications and services, based on Association for Public Safety Communications Officials 25 (APCO), terrestrial trunked radio (TETRA), and digital mobile radio (DMR) standards, as well as broadband technologies (Long-Term Evolution (LTE) and WiFi). Its products and services are sold stand alone, as well as part of an integrated system. In addition, Motorola Solutions offer critical applications in the public safety command center, including voice, computer aided dispatch and multimedia/video. The Company’s service offering includes mobility consulting, system design and installatio! n, network and device management and product support.


The Company competes with Cassidian/EADS, Harris, Hytera, Kenwood, Sepura and Tait.

Enterprise

The Enterprise segment designs, manufactures, sells and provides services around WLAN infrastructure, rugged and enterprise-grade advanced data capture and mobile computing devices, security products and applications. These are sold to a range of enterprise customers, including those in retail and hospitality, transportation and logistics, manufacturing, energy and utilities, education and healthcare. Motorola Solutions offers a portfolio of devices, infrastructure, applications and services, which include rugged and enterprise-grade mobile computers and tablets, laser/imager/RFID based data capture devices and kiosks, WLAN switches/controllers and access points, network and device management software, network and device security software, voice-based devices and software, and systems bas ed iDEN technology.


The Company competes with Apple, Aruba, Bluebird, Cisco, Datalogic, Honeywell, Hewlett Packard, Intermec, Psion, Panasonic and Samsung.

Advisors’ Opinion:

  • [By John Kell and Lauren Pollock var popups = dojo.query(“.socialByline .popC”); ]

    Zebra Technologies made a bid to substantially grow its business, agreeing to buy Motorola Solutions Inc.’s(MSI) enterprise business for $3.45 billion in cash. The deal represents a large expansion for Zebra as the barcode-printing and asset-tracking company looks to strengthen its presence in retail, logistics, transportation and manufacturing. Zebra shares rose 5.54% to $72.04 and Motorola Solutions shares increased 3.5% to $66.01.

  • [By MONEYMORNING.COM]

    In this market, with a strong financial turnaround in place – and a stable of high-quality customers that include Motorola Solutions Inc. (NYSE: MSI), Hitachi Ltd. (ADR) (OTC: HTHIY), and General Electric Co. (NYSE: GE) – Adept could easily turn into a takeover candidate, Michael said.

10 Best Communications Equipment Stocks To Buy Right Now: Houston Wire & Cable Co (HWCC)

Houston Wire & Cable Company, incorporated in 1997, provides wire and cable and related services to the United States market. The Company offers its customers with a single-source solution for wire and cable, hardware and related services. The Company offers products in categories of wire and cable, including continuous and interlocked armor cable, control and power cable, electronic wire and cable, flexible and portable cords, instrumentation and thermocouple cable, lead and high temperature cable, medium voltage cable, premise and category wire and cable, wire rope and wire rope slings, as well as nylon slings, chain, shackles and other related hardware. It also offers private branded products, including its brand LifeGuard, a low-smoke, zero-halogen cable. On January 1, 2011, the acquired companies were merged into HWC Wire & Cable Company.


The Company’s products are used in repair and replacement, also known as maintenance, repair and operations (MRO), a nd related projects, larger-scale projects in the utility, industrial and infrastructure markets and a diverse range of industrial applications, including communications, energy, engineering and construction, general manufacturing, mining, construction, oilfield services, infrastructure, petrochemical, transportation, utility, wastewater treatment, marine construction and marine transportation. During the year ended December 31, 2011, the Company served approximately 6,000 customers.


Advisors’ Opinion:

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Houston Wire & Cable (Nasdaq: HWCC  ) , whose recent revenue and earnings are plotted below.

10 Best Communications Equipment Stocks To Buy Right Now: TomTom NV (OEM)


TomTom NV is a Netherlands-based supplier of location and navigation products and services. The Company’s structure consists of four customer facing business units, namely Consumer, Automotive, Business Solutions and Licensing. The first three business units provide targeted solutions for the Company’s customers, including private consumers, car manufacturers and fleet owners. Licensing sells its content and services to multiple customer groups including portable navigation devices (PNDs) and wireless companies, governments and enterprises. The Company’s business units embed 11 product units, such as digital maps, traffic intelligence, navigation software, PNDs, automotive systems, fleet management services (FMS), smart phone applications, sports watches, points of interest, location based services (LBS) and speedcam intelligence. As of December 31, 2011, the Company was active in 35 countries. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors’ Opinion:

  • [By victorselva]

    In a macro view, revenues in the electronic equipment and instrument sub-industry will remain strong due to the rise in equipment and instrument manufacturers. Distributors, electronic manufacturing service (EMS) companies and original equipment manufacturers (OEM) are going to increase orders as the economy improves in the future. With this promising outlook, let’s take a look at Gabelli´s last trade and try to explain to investors the reasons of this appealing investment opportunity.

10 Best Communications Equipment Stocks To Buy Right Now: Fabrinet (FN)


Fabrinet, incorporated on August 12, 1999, provides optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers (OEMs) of complex products, such as optical communication components, modules and sub-systems, industrial lasers and sensors. The Company offers a range of optical and electro-mechanical capabilities across the entire manufacturing processes, including process design and engineering, supply chain management, manufacturing, advanced packaging, final assembly and test.

The products that the Company manufactures for its OEM customers includes optical communications devices, such as selective switching products, such as reconfigurable optical add-drop modules (ROADMs), optical amplifiers, modulators and other optical components and modules that collectively enable network managers to route signals through fiber traffic at various wavelengths and over various distances; tunable tra nsponders and transceivers that eliminate the need to stock individual fixed wavelength transponders and transceivers used in voice and data communications networks; and active optical cables providing high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel and optical backplane connectivity.


Solid state, diode-pumped, gas and fiber lasers (industrial lasers) used across a array of industries, including semiconductor processing (wafer inspection, wafer dicing, wafer scribing), biotechnology (DNA sequencing, flow cytometry, hematology, antibody detection), metrology (instrumentation, calibration, inspection), and material processing (photo processing, textile cutting, annealing, marking, engraving); and sensors, including differential pressure, micro-gyro, fuel and other sensors that are used in automobiles, and non-contact temperature measurement sensors for the medical industry. The Company al so designs and fabricates application-specific crystals, pri! sms, mirrors, laser components and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).


The Company competes with Sanmina-SCI Corporation, Celestica Inc., Venture Corporation Limited, Benchmark Electronics, Inc, Browave Corporation, Fujian Castech Crystals, Inc., Research Electro-Optic, Inc. and Photop Technologies, Inc.

Advisors’ Opinion:

  • [By Seth Jayson]

    Fabrinet (NYSE: FN  ) reported earnings on April 29. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 29 (Q3), Fabrinet beat expectations on revenues and beat expectations on earnings per share.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Fabrinet (NYSE: FN  ) , whose recent revenue and earnings are plotted below.

10 Best Communications Equipment Stocks To Buy Right Now: Nokia Oyj (NOK)

Nokia Corporation (Nokia) has three operating segments: Devices & Services; NAVTEQ, and Nokia Siemens Networks. Devices & Services is responsible for developing and managing the Company’s portfolio of mobile products, as well as designing and developing services, including applications and content. NAVTEQ is a provider of digital map information and related location-based content and services for mobile navigation devices, automotive navigation systems, Internet-based mapping applications, and government and business solutions. Nokia Siemens Networks provides mobile and fixed network infrastructure, communications and networks service platforms, as well as professional services and business solutions, to operators and service providers. In April 2010, the Company completed the acquisition of Novarra, Inc. and MetaCarta Inc. In September 2010, Nokia acquired Motally, Inc. In December 2010, Renesas Electronics Corporation acquired Nokia’s Wireless Modem business. In Augu st 2012, the Company sold a portfolio consisting of over 500 patents and patent applications worldwide to Vringo Inc.


Mobile Phones

Nokia produces a range of mobile phones based on the Series 30 and Series 40 operating systems. These products have voice capability, basic messaging and calendar features, and, increasingly, color displays, radios, basic cameras and Bluetooth functionality. Series 30-based mobile phones do not provide Internet connectivity, access to Ovi or offer opportunities for application development by third parties. During 2010, its portfolio of Series 30-based mobile phones included the Nokia 1616, equipped with a long-lasting anti-dust keypad, frequency modulation (FM) radio, a flashlight, and a display that makes viewing information on the small screen easier. Its Series 40 operating system powers the mobile phone models and supports more functionalities and applications, such as Internet connectivity and access to its service s.


Series 40 is open to third-party developers! to build Java and Adobe Flash Lite applications and content, which they can make available through the Ovi Store. It combines a touchscreen and a traditional phone keypad, is equipped with a five megapixel camera, quad-band for voice calling and third generation (3G), high speed packet access (HSPA) and wireless fidelity (WiFi) connectivity for data in a bushed aluminum finish. Other additions to the Company’s portfolio included the Nokia C3 Touch & Type, a stainless steel device, which also combines the touch screen and traditional phone keypad, and the Nokia 2690, memory card slot, and which gives access to Ovi Mail and features an FM radio and video graphics array (VGA) camera. It is also incorporating some of the software features and related services popular in its smartphones into the Series 40-based mobile phones. These include the new Ovi Web browser, which is based on the browser technology. It also offers Ovi Mail, a free e-mail service designed for users in eme rging markets with Internet-enabled devices.


Smartphones

Nokia’s smartphones are based on the Symbian operating system, which supports an array of functionalities and provides opportunities for the development of applications and content by third parties. During 2010, Nokia also offered a product built on the Linux-based Maemo operating system. The Company makes smartphones for a range of consumer groups, offering Internet access, entertainment, location-based and other services, applications and content. With smartphones, its product categories include music players, cameras, pocketable computers, gaming consoles and navigation devices.


During 2010, the Company introduced a family of smartphones based on a new generation of the Symbian operating system. These were the Nokia N8, a smartphone crafted from anodized aluminum and available in a range of colors, and which offers imaging, video and entertainment capabilities; the Nokia C7 , a sleek, full-touch smartphone crafted from stainless stee! l and gla! ss that is designed to appeal to social networkers; the Nokia C6-01, a smaller, full-touch smartphone that features Nokia ClearBlack display technology for outdoor visibility; and the Nokia E7, a business smartphone equipped with a full keyboard and 4-inch touchscreen display also featuring Nokia ClearBlack technology.


During 2010, the Company introduced a number of models based on the Symbian operating system, including the Nokia C6-00, a messaging-optimized smartphone with a 3.2-inch high definition (HD) touchscreen display, a slide out four-row QWERTY keyboard and a five megapixel camera; and the Nokia E5, a messaging-optimized QWERTY smartphone that builds on the Nokia E71 and Nokia E72. The Company also manufactures and sells luxury mobile devices under the Vertu brand. Vertu has more than 600 points of sale globally, including more than 90 Vertu boutiques, in almost 70 countries worldwide.


NAVTEQ

NAVTEQ Corporation (NAVTEQ) offe rs context and geographical services through Ovi Maps to a range of location-based services, such as pedestrian navigation, traffic and public transport information, local services and city guides, integration with social networks and contextual advertising. In January 2010, Nokia introduced a new version of Ovi Maps for its smartphones, which includes navigation to the user, and it is using NAVTEQ’s digital map information and related location-based content in this offering. This new version of Ovi Maps includes car and pedestrian navigation features, such as turn-by-turn voice guidance. During 2010, the Company’s NAVTEQ launched its new advanced mapping collection technology, NAVTEQ True. During 2010, its NAVTEQ launched Natural Guidance, a product to enable guidance in a human manner through the use of descriptive reference cues.


NAVTEQ’s map database enables the Company’s customers to offer navigation, route planning, location-based services and oth er geographic information-based products and services to con! sumer and! commercial users. NAVTEQ provides its database to mobile device and handset manufacturers, automobile manufacturers and dealers, navigation systems manufacturers, software developers, Internet portals, parcel and overnight delivery services companies and governmental and quasi- governmental entities, among others. The products and services incorporating NAVTEQ map data include Advanced Driver Assistance Systems, Dynamic navigation, Route planning, Location-based services and Geographic information systems. Advanced Driver Assistance Systems are in-vehicle applications that require geographic data, such as curve, slope, speed limits and highly detailed geometry. Dynamic navigation is real-time, detailed turn-by-turn route guidance, which can be provided to end-users through vehicle navigation systems, as well as through Global Positioning System (GPS)-enabled handheld navigation devices, and other mobile devices.


Route planning consists of driving directions, ro ute optimization and map display through services provided by Internet portals and through computer software for personal and commercial use. Location-based services include location-specific information services, providing information about people and places that is tailored to the proximity of the specific user. The applications using NAVTEQ’s map database include points of interest locators, mobile directory assistance services, emergency response systems and vehicle-based telematics services. Geographic information systems render geographic representations of information and assets for management analysis and decision making. In addition, NAVTEQ has a traffic and logistics data collection network in which it processes traffic incident and event information, along with traffic flow data collected through its network of roadside sensors and from GPS data records from Nokia devices and other NAVTEQ customers, in order to provide detailed traffic information to radio and t elevision stations, in-vehicle and mobile navigation systems! , Interne! t sites and mobile device users.


NAVTEQ’s map database is a representation of road transportation networks in Europe, North America, Australia, Asia and other regions around the world. This database offers geographic coverage, including data at various levels of detail for 84 countries on six continents, covering more than 19 million miles of roadway worldwide. The most detailed coverage includes road, route and related travel information, including attributes collected by road segment that are essential for routing and navigation, such as road classifications, details regarding ramps, road barriers, sign information, street names and addresses and traffic rules and regulations. In addition, the database includes over 50 million points of interest, such as airports, hotels, restaurants, retailers, civic offices and cultural sites.

Nokia Siemens Networks

Nokia Siemens Networks has three business units: network systems; global service s; and business solutions. Nokia Siemens Networks is jointly owned by Nokia and Siemens. Nokia Siemens Networks is a provider of telecommunications infrastructure hardware, software and professional services globally. Nokia Siemens Networks’ customers include network operators, such as Bharti Airtel, Deutsche Telecom, France Telecom, Telefonica O2 and Vodafone, as well as service providers, such as Unitech and XO Communications. Nokia Siemens Networks has a products and services portfolio designed to address the needs of communication service providers. Nokia Siemens Networks provides its products and services to more than 600 communication service providers in over 150 countries and has systems serving in excess of 1.5 billion subscribers.

Network systems offers communication service providers both fixed and mobile network infrastructure, including Nokia Siemens Networks’ Flexi Multiradio base stations, a software defined radio supporting global system for mobile (GSM), 3G and LTE radio technologies, packet product! s, optica! l transport systems and broadband access equipment. For wireless networks, Network Systems develops and manufactures GSM/EDGE and WCDMA/HSPA radio access networks for network operators. It also develops products, such as I-HSPA and new technologies, such as LTE to support the uptake of mobile data services. For fixed line networks, Network Systems focuses on transport networks. Network Systems provides the fundamental elements for high-speed transmission through optical and microwave networks, including packet-oriented technologies, such as Carrier Ethernet and traditional protocols, such as time-division multiplexing (TDM).

Global services business unit offers network operators a range of professional services, including network planning and optimization, the management of network operations and the care and maintenance of software and hardware, and a range of network implementation and turnkey solutions. As of December 31, 2010, 180 million global subscribers were managed througt Nokia Siemens Networks’ global delivery hubs. Global services consists of three businesses, which include managed services, which offers network planning and optimization and the management of network operations, with the market share position in India, Latin America and the Middle East and Africa; care, which offers software and hardware maintenance, proactive and multi-vendor care and competence development services, dealing with one million global hardware service transactions, and network implementation, which offers project management and turnkey implementations and energy efficient sites, remotely activating a site every two minutes, 365 days per year.

Business solutions offers products to communication service providers for business and operations support systems and customer experience management, such as charging and billing software, service management software and subscriber database management, and products that enable enhance ment and delivery of services across multiple networks and d! evices an! d convergent service control and network security, together with services related to consulting, product implementation, support and care, systems integration and managed services. Business solutions offer products for five areas, as well as services relating to consulting, product implementation, support and care, systems integration and managed services includes business support systems; operations support systems; customer experience management; service enablement and delivery, and converged service control.

The Company competes with Google, HTC, LG, Motorola, Samsung, Sony Ericsson, Apple, Tele Atlas, CISCO, NEC and Motorola.

Advisors’ Opinion:

  • [By Dan Caplinger]

    InterDigital lost 7% after a judge ruled that Nokia (NYSE: NOK  ) and China’s ZTE had not infringed on wireless-transmission technology patented by InterDigital. InterDigital CEO William Merritt issued a statement after the decision, disagreeing with the decision, but suggesting that an appeal to federal appellate court might yield a better result in the long run. InterDigital has generally been successful in getting many companies to license its technology, with an agreement last week with Samsung having led InterDigital to revise its second-quarter revenue guidance upward. Still, with the stock trading at lofty heights, InterDigital needs all the revenue it can get to justify its valuation.

  • [By Quick Pen]

    There was a point in time when the Finnish phone maker Nokia (NOK) was the undisputed champion in the mobile handset market and had prominent presence in several other business segments. However, after the sale of its handset business to Microsoft (MSFT), Nokia has been reduced to a telecom hardware provider and global location based service provider only.

  • [By Quick Pen]

    The latest trend in the smartphone space revolves around devices with improved camera capabilities. Companies such as Nokia (NOK) and Sony (SNE) have already started realizing the changing needs of the consumers and have started offering handsets with high quality camera. In fact, for several of these handsets, the camera quality is the unique selling point. Even Apple (AAPL) stresses greatly on the capabilities of the iSight camera in its devices.