Hot Prefered Companies To Buy Right Now

Although business headlines still tout earnings numbers, many investors have moved past net earnings as a measure of a company’s economic output. That’s because earnings are very often less trustworthy than cash flow, since earnings are more open to manipulation based on dubious judgment calls.

Earnings’ unreliability is one of the reasons Foolish investors often flip straight past the income statement to check the cash flow statement. In general, by taking a close look at the cash moving in and out of the business, you can better understand whether the last batch of earnings brought money into the company, or merely disguised a cash gusher with a pretty headline.

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 Morningstar (Nasdaq: MORN  ) , whose recent revenue and earnings are plotted below.

Hot Prefered Companies To Buy Right Now: Infoblox Inc (BLOX)

Infoblox Inc. (Infoblox), incorporated in May 2003, is an automated network controller. The Company’s network functions include Internet protocol (IP) address management, device configuration, compliance, network discovery, policy implementation, security and monitoring. The Company’s appliance-based solution combines real-time IP address management with the automation of key network control and network change and configuration management processes in purpose-built physical and virtual appliances. It is based on its software that is scalable and automates vital network functions, such as IP address management, device configuration, compliance, network discovery, policy implementation, security and monitoring. It offers two families of products: Trinzic Enterprise and Trinzic NetMRI. The Trinzic Enterprise product family enables real-time IP address management and automates key network control processes. The Trinzic NetMRI product family automates network change and con figuration management processes.

Trinzic Enterprise Family

The Company derives its product revenue from its Trinzic Enterprise family of products. The components of its Trinzic Enterprise family, are Trinzic Enterprise, Trinzic IPAM for Microsoft, Trinzic Reporting and Trinzic IPAM Insight. Its Trinzic Enterprise product is an appliance that is designed to for continuous operation of network control. Trinzic Enterprise offers file delivery services via the File Transfer Protocol (FTP), Trivial File Transfer Protocol (TFTP), and Hypertext Transfer Protocol (HTTP), time synchronization services via the Network Time Protocol (NTP) and Logging services via Syslog.

Trinzic IPAM for Microsoft provides a single, Web-based management interface for the centralized management of DNS, DHCP and multiple IP address pools running on Microsoft servers without any installation of software on Microsoft servers. It also provides Microsoft server manage ment capabilities, such as centralized IP address management! , DNS changes and individualized, role-based access control. Trinzic Reporting provides long-term reporting, trending, analysis and tracking capabilities to report network utilization, isolate performance problems, implement DHCP and DNS capacity planning and identify security threats. Trinzic Reporting automates tasks associated with collecting, tabulating and correlating data and displays the information through its Web-based management interface. Trinzic IPAM Insight allows automated discovery of network device configuration information used in automation and compliance reporting.

Trinzic NetMRI Family

The Company’s Trinzic NetMRI products components of include Trinzic Network Automation, Trinzic Network Compliance, Trinzic Switch Port Manager and Trinzic PCI Insight. Its Trinzic NetMRI product automates network change and configuration management processes. Trinzic NetMRI enables information technology organizations to automate network chang es, gain visibility into the impact of changes occurring on the network, manage network configurations, archive network configurations and meet a range of compliance requirements for both physical and virtual machines. Trinzic NetMRI discovers and monitors network infrastructure devices to determine critical network information. It uses this information to analyze network stability, to identify unauthorized devices and to take inventory of network devices for inventory management and/or troubleshooting. Trinzic Network Automation automates network configuration functions.

Trinzic Network Compliance automates the network compliance process, meeting corporate security requirements and providing the necessary information and control for internal and external compliance mandates. Trinzic Network Compliance also automatically alerts IT personnel in the event of a failure to meet compliance guidelines and permits the establishment and deployment of specific end custo mer requirements with click and drag simplicity, supporting ! complianc! e mandates such as those under the Payment Card Industry Data Security Standard (PCI DSS), the Health Insurance Portability and Accountability Act of 1996 (HIPAA), the Sarbanes-Oxley Act, Federal Energy Regulatory Commission (FERC) and North American Electric Reliability Corporation (NERC).

Trinzic Switch Port Manager enables its end customers to identify the number of switch ports, manage them precisely and locate the next available switch port. It helps provide views and management of switches with both current and historical IP addresses, MAC addresses, VLAN mappings and network device topology information. It also shows where devices have been connected, when they connected and where they are currently connected so that the network administrator can easily track authorized devices and find rogue devices that can pose security risks and create network instability. Trinzic PCI Insight is an integrated offering that bundles Trinzic Network Compliance, Trinzic I PAM Insight from its Trinzic Enterprise family of products and consulting services and enables its end customers to optimize their PCI DSS compliance.

The Company competes with BMC Software, Inc., EMC Corporation, Hewlett-Packard Company and International Business Machines Corporation, Alcatel-Lucent, BT Group plc and BlueCat Networks, Inc.

Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Equities Trading DOWN
    Shares of Infoblox (NYSE: BLOX) were down 47.01 percent to $17.59 after the company lowered its FY14 revenue forecast. Wedbush downgraded the stock from Outperform to Neutral and cut the price target from $36.00 to $25.00.

  • [By John Udovich]

    Just before Thanksgiving, small cap networking stock Infoblox Inc (NYSE: BLOX) sank 28.65% on guidance that was below expectations, but the stock has still outperformed the year-to-date performance of networking ETF like the PowerShares Dynamic Networking ETF (NYSEARCA: PXQ) and iShares S&P North American Networking ETF (NYSEARCA: IGN). So what went wrong and could investors have just overeacted?

  • [By Lauren Pollock]

    Among the companies with shares expected to actively trade in Wednesday’s session are Hewlett-Packard Co.(HPQ), Infoblox Inc.(BLOX), and Tilly’s Inc.(TLYS)

  • [By Victor Reklaitis]

    Today’s movers & shakers: Hewlett Packard (HPQ)  surged 9% for its best day since May. Infoblox Inc. (BLOX) , a data-center technology company, slid 29% following its weaker-than-expected outlook late Tuesday. Apple Inc. (AAPL)  gained for the third day, closing at its highest since Jan. 2. Read more in the Movers & Shakers column.

Hot Prefered Companies To Buy Right Now: Nuance Communications Inc.(NUAN)

Nuance Communications, Inc. provides voice and language solutions for businesses and consumers worldwide. It offers dictation and transcription solutions and services, which automate the input and management of medical information; and speech recognition solutions for radiology, cardiology, pathology, and related specialties that help healthcare providers dictate, edit, and sign reports without manual transcription. The company also offers mobile and consumer solutions and services comprising an integrated suite of voice control and text-to-speech solutions, desktop and portable computer dictation applications, predictive text technologies, mobile messaging services, and emerging services, such as dictation, Web search, and voicemail-to-text for manufacturers and suppliers of mobile phones, automotive products, personal navigation devices, computers, and other consumer electronics. In addition, it provides customer service business intelligence and authentication solutions for enterprises in the telecommunications, financial services, travel, entertainment, and government sectors to support, understand, and communicate with their customers. Further, the company offers document imaging, print management, and PDF solutions to multifunction printer manufacturers, home offices, small businesses, and enterprise customers; software development toolkits for independent software vendors; and licenses its software to multifunction printer manufacturers. Nuance Communications, Inc. markets and sells its products through direct sales force; its e-commerce Web site; and a network of resellers, including system integrators, independent software vendors, value-added resellers, hardware vendors, telecommunications carriers, and distributors. The company was formerly known as ScanSoft, Inc. and changed its name to Nuance Communications, Inc. in November 2005. Nuance Communications, Inc. was founded in 1992 and is headquartered in Burlington, Massachusetts. Advisors’ Opinion:

  • [By Hilary Kramer]

    Next Page

    Tech Stocks That’ll Survive: Nuance Communications (NUAN)

    At first glance, Nuance Communications (NUAN) has a few factors working against it. The company is in the midst of a long-term transition to a new business model, has posted a string of earnings disappointments, and saw shares flounder last year as the overall market soared.


    Investors would do well to take a look at Nuance Communications Inc. (Nasdaq: NUAN) – it’s one of the best stocks to buy now to profit from the voice-recognition revolution.

  • [By Chris Versace]

    Amid the snow and ice, corporate earnings have been issued, and two of our holdings—Cisco Systems (CSCO) and Nuance Communications (NUAN) were part of that crowd. The results were pretty good, with both companies reporting better-than-expected earnings.

  • [By Tyler Laundon]

    You’re probably most aware of Nuance Communications (NUAN) because of its Dragon voice-recognition software, the iPhone’s personal assistant known as “Siri,” or from that “Swype” technology found on Android phones. Nuance has developed all of these products.

Hot Prefered Companies To Buy Right Now: Agree Realty Corp (ADC)

Agree Realty Corporation, incorporated in December 1993, is a self-administered and self-managed real estate investment trust (REIT). The Company’s operations are conducted through, directly or indirectly, Agree Limited Partnership (Operating Partnership), of which the Company is the sole general partner, and in which it 96.59% interest as of December 31, 2011. The Company is focused primarily on the ownership, development, acquisition and management of retail properties net leased to national tenants It specializes in acquiring and developing single tenant net leased retail properties for industry retail tenants. As of December 31, 2011, approximately 96% of its annualized base rent was derived from national tenants and regional tenants. At December 31, 2011, its portfolio consisted of 87 properties, located in 21 states containing an aggregate of approximately 3.6 million square feet of gross leasable area (GLA). At December 31, 2011, its portfolio included 75 freesta nding single tenant net leased properties and 12 community shopping centers that were 92.7% leased. All of its freestanding property tenants and the majority of its community shopping center tenants have triple-net leases, which require the tenant to be responsible for property operating expenses, including property taxes, insurance and maintenance. In December 2012, the Company acquired LA Fitness and an AutoZone. In January 2013, the Company acquired 317 South State Street for redevelopment. In December 2012, the Company acquired a portfolio of four Applebee’s restaurants, as well as an Advance Auto Parts. In Jnauary 2013, the Company sold Walgreens on Michigan Avenue in Ypsilanti , Michigan. In January 2013, it acquired Dick’s Sporting Goods and Petsmart in St. Joseph, Missouri. In March 2013, it acquired three single tenant assets leased to retailers. In May 2013, the Company acquired two single tenant assets leased to Petsmart and Starbucks. In June 2013, Agree Realty C orp announced that it has acquired two single tenant assets ! leased to Wal-Mart Stores and AutoZone. In August 2013, Agree Realty Corporation acquired four single tenant assets leased to industry retailers. In September 2013, Agree Realty Corporation acquired an 112,230 square foot BJ’s Wholesale Club located on Airport Road South in Allentown, Pennsylvania. In November 2013, Agree Realty Corp acquired two assets net leased to The Goodyear Tire & Rubber Company and Mattress Firm, Inc. In January 2014, the Company acquired Cannon Station in Fort Oglethorpe, Georgia. In February 2014, the Company announced the acquisition of two net lease properties and sale of Ironwood Commons shopping center.

In January 2011, the Company acquired a retail property net leased to AT&T located at the northwest corner of New Centre Drive and South College Road in Wilmington, North Carolina. In October 2011, it acquired a retail property leased on a long-term basis to Kohl’s Department Stores, Inc. in Salt Lake City, Utah. In December 2011, th e Company acquired Wawa convenience store and fuel station in Baltimore, Maryland, as well as a Walgreens pharmacy in Fort Walton Beach, Florida, and a CVS pharmacy in Leawood, Kansas. In May 2012, the Company acquired a 133,000 square foot retail property ground leased to Lowe’s Home Improvement in Portland, Oregon. In June 2012, the Company sold the Charlevoix Commons shopping center in Charlevoix. In June 2012, the Company acquired a store leased to Dollar General Market in Cochran, Georgia, as well as the fee interest in the land underlying its Walgreens store in Ann Arbor, Michigan. In July 2012, the Company acquired a portfolio of three Wawa convenience and fuel stores. The stores are located in Clifton Heights, Pennsylvania, Newark, Delaware and Vineland, New Jersey and are master leased by Wawa. In July 2012, it acquired auto service store in Fort Mill, South Carolina leased to Goodyear Tire & Rubber Company. In August 2012, the Company closed on the acquisition of a parcel of land in Pinellas County, Florida. In August 2012,! the Comp! any sold Plymouth Commons shopping center and the Shawano Plaza shopping center. In September 2012, it acquired a Family Dollar store in Spartanburg, South Carolina, a USAA Financial Services Center in Jacksonville, North Carolina and an AutoZone store in Springfield, Illinois. In September 2012, it disposed its remaining assets that were formerly leased to Borders. In September 2012, the Company acquired a a parcel of land in Casselberry, Florida for the development of gas and convenience retailing. In November 2012, the Company acquired a Harris Teeter supermarket in Charlotte, North Carolina. In November 2012, the Company acquired a Big Lots store and a Dollar General Market.

Freestanding Properties

At December 31, 2011, the Company’s 75 operating freestanding properties were leased to Walgreens (30), Rite Aid (7), CVS (6), Kmart (2), JP Morgan Chase (3), Los Tres Amigos (1), Dick’s Sporting Goods (1), Lake Lansing RA Associates, LLC (1), Meije r (1), Wal-Mart (Sam’s Club) (1), Kohl’s (2), PNC Bank (1), Lowe’s (1), Off Broadway Shoes (1), Wawa (1), Simply Amish (1), Advance Auto (1), Aldi (1), Natural Grocers (1), AT&T (1), TBC Tire stores (2), Books-A-Million (1), and vacant (8). Its freestanding properties provided $23,953,036, or approximately 70.4%, of its annualized base rent as of December 31, 2011, at an average base rent per square foot of $14.10. These properties contain, in the aggregate, 1,697,953 square feet of GLA or approximately 48% of its total GLA as of December 31, 2011. Of its 75 operating freestanding properties, 47 were developed by the Company. Its freestanding properties had a weighted average remaining lease term of 14.8 years as of December 31, 2011. The Company’s freestanding properties range in size from range in size from 3,215 to 170,393 square feet of GLA and are located in Arizona (one), California (one), Connecticut (one), Florida (one), Georgia (two), Illinois (four), Indian a (two), Kansas (four), Maryland (three), Michigan (36), Neb! raska (tw! o), New Jersey (one), New York (two), North Carolina (two), Ohio (two), Oklahoma (one), Pennsylvania (one), Texas (one), and Utah (one).

Community Shopping Centers

The Company’s 12 community shopping centers range in size from 20,000 to 241,458 square feet of GLA. The community shopping centers are located in five states: Florida (one), Illinois (one), Kentucky (one), Michigan (six) and Wisconsin (three). The Company’s community shopping centers are located in high traffic centers, in which customers of its tenants purchase day-to-day necessities. The Company’s community shopping centers are anchored by national tenants.

Advisors’ Opinion:

  • [By Brad Thomas]

    In the Triple-Net classroom, I consider Agree Realty (ADC) to be a "terrific kid." Like my younger bambino, Agree does not set any big records but they always show up ready to perform the best, every day.

  • [By Eric Volkman]

    Agree Realty (NYSE: ADC  ) this week declared a second-quarter distribution of $0.41 per share to be paid on July 9 to shareholders of record as of June 28.

  • [By Eric Volkman]

    The position vacated by Salix in the S&P SmallCap 600 will be filled by Agree Realty (NYSE: ADC  ) . Elsewhere on that index, DXP Enterprises (NASDAQ: DXPE  )  will replace True Religion Apparel (NASDAQ: TRLG  ) . As with Gardner Denver in the S&P MidCap 400, True Religion Apparel is being acquired, in this case by private equity firm TowerBrook Capital Partners.

Hot Prefered Companies To Buy Right Now: Grupo Simec S.A. de C.V. (SIM)

Grupo Simec, S.A.B. de C.V., together with its subsidiaries, engages in the manufacture, processing, and distribution of special bar quality (SBQ) steel and structural products primarily in the United States, Mexico, and Canada. Its steel products include I-beams; channels; structural and commercial angles; hot rolled bars, such as round, square, and hexagonal rods; flat bars; rebars; cold finished bars; wire rods; semi-finished tube rounds; and other semi-finished trade products. The company’s SBQ products are used in various engineered end-user applications, including axles, hubs, and crankshafts for automobiles and light trucks, machine tools, and off-highway equipment; and structural steel products are used in the non-residential construction market and other construction applications, as well as automotive industries. It also operates in Latin America, Europe, and Asia. The company was founded in 1969 and is headquartered in Guadalajara, Mexico. Grupo Simec, S.A.B. d e C.V. is a subsidiary of Industrias CH, S.A.B. de C.V.

Advisors’ Opinion:

  • [By Daniel Cross]

    Grupo Simec (NYSE: SIM) is a relatively obscure company with a $1.7 billion market cap that makes special bar-quality steel for North American markets. The company has significant downside protection in the form of its cash and cash equivalents of $623 million and total liabilities of just $665 million. Simec is also aggressively buying back stock. On a technical level, the relative strength index is hovering around 31, signaling that the stock may be oversold.

Hot Prefered Companies To Buy Right Now: CECO Environmental Corp.(CECE)

CECO Environmental Corp. provides air-pollution control technology products and services worldwide. The company offers engineered equipment, cyclones, scrubbers, dampers, diverters, regenerative thermal oxidizers, component parts, and monitoring and managing services. Its Engineered Equipment Technology and Parts Group segment provides air handling equipment and systems for filtering, cooling, heating, and capturing emissions in the metal industries; systems for corrosion protection, fugitive emissions control, evaporative cooling, and other ventilation and air handling applications; and fume exhaust systems that provide control of oil mist and fumes, as well as remove liquid particles and vapor phase emissions from rolling mill, machining, and other oil mist generating processes. This segment also markets a strip cooler under the JET*STAR name designed to cool metal strip coatings. The company?s Contracting/Services Group segment offers oil mist collection, dust collecti on, industrial exhaust, chip collection, make-up air, and automotive spray booth systems, as well as industrial and process piping, and other industrial sheet metal works. This segment also engages in fabricating parts, engineered subassemblies, and customized products for air pollution and non-air pollution systems from sheet, plate, and structurals. Its Component Parts Group segment manufactures and markets component parts for industrial air systems to contractors, distributors, and dealers. The company markets its products and services under the Kirk & Blum, CECO Filters, Busch International, CECO Abatement Systems, KB Duct, Effox, Fisher-Klosterman, Buell, A.V.C., FKI, and Flextor names. It serves aerospace, brick, cement, steel, ceramics, metalworking, printing, paper, food, foundries, utilities, metal plating, woodworking, chemicals, glass, automotive, ethanol, pharmaceuticals, and refining industries. CECO Environmental Corp. was founded in 1966 and is headquartered i n Cincinnati, Ohio.

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 CECO Environmental (Nasdaq: CECE  ) , whose recent revenue and earnings are plotted below.