Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does Intuitive Surgical (NASDAQ: ISRG ) fit the bill? Let’s look at what its recent results tell us about its potential for future gains.
What we’re looking for
The graphs you’re about to see tell Intuitive Surgical’s story, and we’ll be grading the quality of that story in several ways:
Growth: Are profits, margins, and free cash flow all increasing? Valuation: Is share price growing in line with earnings per share? Opportunities: Is return on equity increasing while debt to equity declines? Dividends: Are dividends consistently growing in a sustainable way?
What the numbers tell you
Now, let’s look at Intuitive Surgical’s key statistics:
5 Best Integrated Utility Stocks To Buy For 2015: Gartner Inc (IT)
Gartner, Inc. (Gartner), incorporated on June 1, 1990, is an information technology (IT) research and advisory company. The Company operates in three business segments: Research, Consulting and Events.
Research provides objective insight on critical and timely technology and supply chain initiatives for chief information officers (CIO), other IT professionals, supply chain leaders, technology companies and the investment community through reports, briefings, tools, access to its analysts, peer networking services and membership programs that enables its clients to make better decisions about their IT and supply chain investments. Consulting provides customized solutions to client needs through on-site, day-to-day support, as well as tools for measuring and improving IT performance with a focus on cost, performance, efficiency, and quality. Events provide IT, supply chain and business professionals the opportunity to attend various symposia, conferences and exh ibitions to learn, contribute and network with their peers.
Gartner delivers independent, objective IT research and insight primarily through a subscription-based, digital media service. Gartner Research is the fundamental building block for all Gartner services and covers all technology-related markets, topics and industries, as well as supply chain topics. The Company combines its research methodologies with industry and academic relationships to create Gartner solutions that address each role within an IT organization.
The Company’s research agenda is defined by clients’ needs, focusing on the critical issues, opportunities and challenges they face every day. Research analysts provide in-depth analysis on all aspects of technology, including hardware; software and systems; services; IT management; market data and forecasts; and vertical-industry issues. The Company’s research content is presented in the form of repor ts, briefings, updates and related tools, is delivered direc! tly to the client’s desktop via its Website and/or product-specific portals.
Gartner Consulting deepens relationships with its research clients by extending the reach of its research through custom consulting engagements. Gartner Consulting brings together its research insight, benchmarking data, problem-solving methodologies and hands-on experience to improve the return on a client’s IT investment. Consulting solutions capitalize on Gartner assets that are invaluable to IT decision making, including: its research, which ensures that its consulting analyses and advice are based on a deep understanding of the IT environment and the business of IT; its market independence, which keeps its consultants focused on its client’s success.
Gartner Consulting provides solutions to CIOs and other IT executives, and to those professionals responsible for IT applications, enterprise architecture, go-to-market strategies, infrastruct ure and operations, programs and portfolio management, and sourcing and vendor relationships. Consulting also provides targeted consulting services to professionals in specific industries. Finally, the Company provides actionable solutions for IT cost optimization, technology modernization and IT sourcing optimization initiatives.
Gartner Symposium/ITxpo events and Gartner Summit events are gatherings of technology’s senior IT professionals, business strategists and practitioners. Gartner Events offers relevant and actionable technology sessions led by Gartner analysts to clients and non-clients. These sessions are augmented with technology showcases, peer exchanges, analyst one-on-one meetings, workshops and keynotes by technology’s top leaders. They also provide attendees with an opportunity to interact with business executives from the technology companies.
Gartner Events attract high-level IT and business professionals wh o seek in-depth knowledge about technology products and serv! ices. Gar! tner Symposium/ITxpo events are strategic conferences held in various locations throughout the world for CIOs and other senior IT and business professionals. Gartner Summit events focus on specific topics, technologies and industries, providing IT professionals with the insight, solutions and networking opportunities to succeed in their job role. Finally, the Company offers targeted events for CIOs and IT executives, such as CIO Leadership Forum.
- [By John Bonnanzio]
The fund’s top holdings are Telsa, Henry Schein (HSIC), United Rentals (URI), Gartner (IT) and Kansas City Southern (KSU).
The fund also has some exposure to pricey biotech. Even so, this is hardly a shoot-the-lights-out growth fund as volatility is below all his mid-cap peers. To that end, this trade actually tempers risk while increasing growth exposure.
- [By Patricio Kehoe]
CA Technologies (CA) is an enterprise information technology (IT) management software and solutions company. The company’s products are designed to operate in a range of IT environments, from mainframe and physical to virtual and cloud. The company has three operating segments: Mainframe Solutions, Enterprise Solutions and Services.
- [By Eric Volkman]
Alamy Late last month, Chinese hardware giant Lenovo (LNVGY) was the subject of many headlines — not all of them complimentary — when it signed a high-profile deal to buy the Motorola Mobility smartphone unit from Google (GOOG). The Asian firm is ponying up a cool $2.9 billion to acquire the business, which is monstrously unprofitable to the tune of a $645 million operating loss in the first nine months of 2013. The market didn’t appreciate this. Disturbed by the idea of gallons of red ink spilling from Motorola Mobility onto Lenovo’s results, investors traded down the firm’s stock by as much as 14 percent after the deal was made public. This might have been compounded by the firm’s previous announcement, made only days earlier, that it was spending $2.3 billion to purchase IBM’s (IBM) x86 — read: lower-end — line of servers. Was such a sell-off, in reaction to either or both, justified? At Home Abroad Lenovo is one of those companies that likes to expand by acquisition. Few Westerners had ever heard of the IT manufacturer in 2005 when it closed its first big buy — the personal computing division of IBM, for total consideration of around $1.75 billion. The purchase seemed a counterintuitive move when everyone knew that a future stuffed with wireless Internet and portable computing was just around the corner. But guess what? Lenovo not only sold plenty of notebooks and desktops, it managed to grow into the top PC manufacturer in the world. According to figures from Gartner (IT), in Q4 2013 the company was the clear market leader in terms of PC vendor unit shipments. It moved nearly 15 million PCs during the quarter, a figure 6.6 percent higher than in the same period the previous year. This was particularly impressive considering that total shipments for the industry dropped by almost 7 percent over that time frame. Lenovo was able to do this because, for most of its life, it’s made big strides in less affluent markets and is continuing to do so. In
- [By GURUFOCUS]
EMC (EMC)’s stock was flat over the course of 2013. In fact, the stock has been flat over the past three years – sigificantly underperforming the near 50% gain in the S&P 500 Index. The stock has been buffetted over fears that the Company’s current decelerated growth is in secular decline due to a number of competitive threats. The first threat is that flash storage and software-defined storage will cannibalize traditional hard disk drives. Two, the public cloud is only a threat (and not an opportunity) that disintermediates information technology (IT) spend from both EMC and VMware (EMC maintains an over 80% ownership stake in VMW). Third, VMware’s entrenched vSphere gets displaced by Open-Source and Microsoft’s Hyper-V. Fourth, recent premium-priced acquisitions of Data Domain and Isilon are evidence of lack of internal product development.
5 Best Integrated Utility Stocks To Buy For 2015: EMCORE Corporation(EMKR)
EMCORE Corporation, together with its subsidiaries, provides compound semiconductor-based products for the broadband, fiber optics, satellite, and solar power markets. The company operates in two segments, Fiber Optics and Photovoltaics. The Fiber Optics segment offers broadband products, including cable television, fiber-to-the-premises, satellite communication, video transport, and defense and homeland security products; and digital products comprising telecom optical, enterprise, laser/photodetector component, parallel optical transceiver and cable, and fiber channel transceiver products. This segment?s products enable information that is encoded on light signals to be transmitted, routed, and received in communication systems and networks. The Photovoltaics segment provides gallium arsenide (GaAs) multi-junction solar cells, covered interconnected cells, and solar panels for satellite applications; and concentrating photovoltaic (CPV) power systems for commercial and u tility scale solar applications, as well as GaAs solar cells and integrated CPV components for use in other solar power concentrator systems. The company markets its products through its direct sales force, external sales representatives and distributors, and application engineers worldwide. EMCORE Corporation was founded in 1984 and is headquartered in Albuquerque, New Mexico.
- [By CRWE]
EMCORE Corporation (Nasdaq:EMKR), a leading provider of compound semiconductor-based components and subsystems for the fiber optic and solar power markets, reported that it is ramping production and shipping the Opticomm-EMCORE NEXTGEN OTP-1DVI2A1SU insert cards for the Optiva platform.
5 Best Integrated Utility Stocks To Buy For 2015: Image Systems Nordic AB (IS)
Image Systems Nordic AB, formerly Digital Vision AB, is a Sweden-based company active in the media industry. The Company specializes in high resolution image processing, film scanning and solutions for motion analysis. The Company operates within three business areas: Media, Defense and Motion. The Company’s product portfolio includes the Nucoda software products, providing a suite of colour grading and finishing solutions used in film and television post production; the Phoenix software products, providing image restoration tools for film archives and content owners; the Golden Eye film scanners, which provide high resolution scanning, archive and restoration, and the Image Systems Motion Unit with its TEMA software platform, providing a range of motion analysis solutions, among others. As of March, 1, 2012, the Company acquired Sawco Holding AB and RemaControl Sweden AB. As of March 31, 2012, the Company’s largest shareholder was Tibia Konsult AB (19.1%). Advisors’ Opinion:
- [By Geoff Gannon]
… The ranking exercise (is) based on growth and fundamental analysis. EXC ranks at the bottom in both analyses…Top 4 results are Apple, BHP Billiton (BHP), Mosaic (MOS) and Rio Tinto (RIO). MOS was eliminated as it has one year of negative FCF.
5 Best Integrated Utility Stocks To Buy For 2015: Helios Advantage Income Fund Inc. (HAV)
Helios Advantage Income Fund, Inc. is a close ended fixed income mutual fund launched and managed by Brookfield Investment Management Inc. The fund invests in the fixed income markets of the United States. It invests a majority of its assets in below investment grade debt securities, which are bonds rated Ba1 or lower by Moody’s Investors Service, Inc., BB+ or lower by Standard & Poor’s Ratings Group. The fund benchmarks the performance of its portfolio against the Barclays Capital U.S. Corporate High Yield Index and the Barclays Capital Ba U.S. High Yield Index. It was formerly known as RMK Advantage Income Fund, Inc. Helios Advantage Income Fund, Inc. was formed on November 8, 2004 and is domiciled in the United States.
- [By Tom Stoukas]
Havas SA (HAV) surged 6 percent to 5.82 euros, its largest rally in 14 months. The French advertising company reported first-half profit of 58 million euros ($77 million), beating the average analyst estimate of 55.9 million euros.
- [By Namitha Jagadeesh]
Havas SA (HAV) lost 1.6 percent to 5.78 euros. Barclays Plc downgraded the French advertising company to equal weight, similar to neutral, from overweight, citing the need to “pause for breath” after its strong performance over the past three months. Havas climbed 28 percent from a June 24 low through yesterday’s close.
5 Best Integrated Utility Stocks To Buy For 2015: InVivo Therapeutics Holdings Corp (NVIV)
InVivo Therapeutics Holdings Corp., formerly Design Source, Inc., incorporated on April 2, 2003, is a development-stage company. The Company is developing and commercializing technologies for the treatment of spinal cord injuries. The Company develops biopolymer scaffolding devices for the treatment of spinal cord injuries. The biopolymer devices are designed to protect the damaged spinal cord from further secondary injury and promote neuroplasticity, a process where functional recovery can occur through the rerouting of signalling pathways to the spared healthy tissue.
The Company’s biopolymer-based devices are surgically implanted or injected into the lesion created during traumatic injury, or the primary injury. Additional applications of its platform technologies include the treatment for, spinal cord injury following tumor removal, peripheral nerve damage, and postsurgical treatment of any transected nerve. Its biocompatible scaffolding device for the t reatment of acute spinal cord injury, is regulated as a Class III medical device by the Food and Drug Administration (FDA). The Company’s biocompatible hydrogel is used for the local release of methylprednisolone to treat acute spinal cord injuries and the biocompatible polymer scaffolding device seeded with autologous human neural stem cells.
The Company’s porous biopolymer scaffold consists of polylactic-co-glycolic acid (PLGA) and-polylysine. PLGA is a biodegradable and biocompatible polymer, which is used for applications, such as surgical sutures (Dolphin sutures and Ethicon sutures), drug delivery (Lupron Depot and Sandostatin LAR Depot), and tissue engineering (Dermagraft). The PLGA-polylysine biopolymer scaffolding device is biocompatible and biodegradable and degrades naturally inside the body without requiring subsequent removal.
The Company focuses to develop an injectable hydrogel designed to counteract the inflammatory environment th at results during a secondary injury from a closed-wound spi! nal cord injury where further cell death occurs. It focuses to counteract the pathophysiology of spinal cord injury by replacing lost cells of the spinal cord and activating endogenous regenerative processes, such as the formation of new synapses and axonal sprouting based on molecules the stem cells produce.
- [By Bryan Murphy]
I came close to pointing this out yesterday, but didn’t pull the trigger. Though delaying didn’t cost you or me more than a few cents, I don’t want to tarry any longer… Invivo Therapeutics Holdings Corp. (OTCBB:NVIV) is a buy.