Top 10 Services Stocks To Buy Right Now

This South Korean stock is a technology powerhouse that I think every long term investor should own, says Jim Powell, editor of Global Changes & Opportunities Report.

Samsung Electronics (SSNLF) is not only South Korea’s most successful tech company, it is also a global trendsetter. Its list of cutting edge products includes HDTVs, Blu-rays, digital cameras, computers, and Android-based devices.

The company’s Galaxy smartphones and tablets are taking sales away from Apple, an accomplishment that few analysts thought was possible.

Larry Ellison, founder and CEO of Oracle, said recently that Samsung “may be the number one technology company in the world.” I concur.

Samsung also makes advanced home appliances including high-end washing machines, dryers, refrigerators, and so on. Less well known, but also very profitable, is Samsung’s line of digital imaging equipment for hospitals.

In addition, the company is a leading manufacturer of semiconductors, semiconductor manufacturing equipment, and chemicals.

Top 10 Services Stocks To Buy Right Now: Visa Inc.(V)

Visa Inc., a payments technology company, engages in the operation of retail electronic payments network worldwide. It facilitates commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses, and government entities. The company owns and operates VisaNet, a global processing platform that provides transaction processing services. It also offers a range of payments platforms, which enable credit, charge, deferred debit, debit, and prepaid payments, as well as cash access for consumers, businesses, and government entities. The company provides its payment platforms under the Visa, Visa Electron, PLUS, and Interlink brand names. In addition, it offers value-added services, including risk management, issuer processing, loyalty, dispute management, value-added information, and CyberSource-branded services. The company is headquartered in San Francisco, California.

Advisors’ Opinion:

  • [By Paul Ausick]

    Another big gainer today was Visa Inc. (NYSE: V) which traded up 1.59% at $215.50 in a 52-week range of $161.27 to $235.50. The Dow’s highest priced stock slipped initially Monday morning as investors seemed worried about the suit filed against the company last week by Walmart. But the stock popped back up as quickly as it had dropped and remained at a higher level the rest of the day. Volume was about two-thirds the daily average of around 3.3 million shares traded.

  • [By Ben Levisohn]

    Stocks bucked their recent Monday weakness today as Visa (V), International Business Machines (IBM), United Technologies (UTX), Micron Technology (MU) and Vertex Pharmaceuticals (VRTX) gained. But your view of today likely depended on the index you were watching.

    Agence France-Presse/Getty Images

    The S&P 500 gained 0.5% to 1,872.34, while the Dow Jones Industrial Average rose 0.8% to 16.457.66. Those benchmarks were trumped by the Nasdaq Composite, which advanced 1% to 4,198.99, and the small-cap Russell 2000, which finished up 1.8% at 1,173.04.

    The price-weighted Dow was given a boost by its big weightings in Visa, which rose 1.8% to $215.86, International Business Machines, which advanced 1.1% to $192.49 after Morgan Stanley named it a top alpha generator among mega-cap stocks, and United Technologies, which gained 1.8% to $116.83. United Technologies’ Sikorsky division agreed to pay $3.5 million to settle claims that it charged too much for spare parts. Micron Technology gained 8% to $23.66 after a positive report at RBC Capital Markets and Drexel, and Vertex Pharmaceuticals (VRTX) rose 4.3% to $70.72.

    Deutsche Bank’s David Bianco notes that small-caps and non-mega caps need interest rates to stay low…

    On 2014E EPS, Russell 2000 (R2000) PE is 23.6 and S&P 500 PE is 15.6. The relative forward PE of the R2000 vs. the S&P at 1.5x is amongst the highest since 1995. Within the S&P, the PE at non-mega caps is also demanding vs. history. The median trailing PE of S&P 500 stocks at 18.5x is 2 points higher than its average since 1983 and is well into the late 1990s range. EPS growth, while expected to accelerate, is unlikely to reach the mid to low teens pace of the last two cycles. Hence, we think small and non mega-cap stocks are more dependent on interest rates staying below historical norms to justify current valuations and are more susceptible to moderation in growth expectations.


Top 10 Services Stocks To Buy Right Now: Demandware Inc (DWRE)

Demandware, Inc. (Demandware), incorporated in February 2004, is a provider of software-as-a-service e-commerce solutions that enable companies to design, implement and manage their own customized e-commerce sites, including Websites, mobile applications and other digital storefronts. The Company sells subscriptions to its on-demand software and related services through both a direct sales force and indirect channels. Its customers consist of retailers and branded consumer product manufacturers that operate principally in the vertical markets, including apparel, general merchandise, health and beauty, home and garden, sporting goods and other vertical categories. The Company derives most of its revenue from subscriptions to its on-demand platform and related services. The Company derives its services revenue from the implementation of its customers’ e-commerce sites, which includes the integration of complementary technologies and adaptation to back-end systems and/or bu siness processes and the configuration and deployment of the site. In January 2014, Demandware Inc acquired privately-held Mainstreet Commerce, a provider of cloud-based order management solutions.

The Company physically hosts its on-demand solutions for its customers in 11 secure data center facilities located in North America and Europe. It contracts for use of these data center facilities from Equinix Operating Co. and NaviSite, Inc. The Company engineers and architects the actual computer, storage and network systems upon which its platform operates, which the Company calls its grid computing points of delivery (PODs), and deploy them to the data center facilities, which provide physical security, including manned security round the clock. The Company provides system security, including firewalls and encryption technology, and it conducts regular system tests and vulnerability assessments.

Demandware Commerce Platform

The Company