Top 10 Services Stocks To Own For 2014

There’s been no shortage of speculation over the years as to whether or not Apple (NASDAQ: AAPL  ) would ever adopt OLED technology. Fellow Fool Steve Symington and I are both separately on record expressing confidence that the Mac maker will someday make this move.

That has potentially important implications for Universal Display (NASDAQ: PANL  ) as the predominant OLED IP specialist, which took a temporary beating in February just from Tim Cook criticizing the technology. Is Apple finally preparing to adopt OLED displays?

The latest rumor is that Apple is testing 1.5-inch OLED displays for its rumored iWatch. Apple reportedly was toying with 1.8-inch displays for a possible smart watch before opting for a smaller display. The relatively small displays are being made by Taiwan’s RiTdisplay, and Foxconn has supposedly received an order for just 1,000 units that would be a trial run

Top 10 Services Stocks To Own For 2014: Greenhill & Co Inc (GHL)

Greenhill & Co., Inc. (Greenhill), incorporated on March 10, 2004, is an independent investment bank focused on providing financial advice on mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments. The Company acts for clients located throughout the world from its offices in the United States, United Kingdom, Germany, Canada, Japan, Australia and Sweden. The Company provides advisory services primarily in connection with mergers and acquisitions, financings, restructurings, and capital raisings. On merger and acquisition engagements, it provide a broad range of advice to global clients in relation to domestic and cross-border mergers, acquisitions, and similar corporate finance matters and are generally involved at each stage of these transactions, from initial structuring to final execution. It advises client’s matters, including acquisitions, divestitures, defensive tactics, special committee pr ojects and other important corporate events. It also provides advice on valuation, tactics, industry dynamics, structuring alternatives, timing and pricing of transactions, and financing alternatives.

In the Company’s financing advisory and restructuring practice, the Company advise debtors, creditors, governments, other stakeholders and companies experiencing financial distress as well as potential acquirers of distressed companies and assets. It provides advice on valuation, restructuring alternatives, capital structures, financing alternatives, and sales or recapitalizations. The Company also assists those clients who seek court-assisted reorganizations by developing and seeking approval for plans of reorganization as well as the implementation of such plans. In its private capital and real estate capital advisory business the Company assists fund managers and sponsors in raising capital for new funds and provide related advisory services to private equity and real estate funds and other organizations globally. It ! also advises on secondary transactions.

The Company competes with America Corporation, Barclays Bank PLC, Citigroup Inc., Credit Suisse, Deutsche Bank AG, Goldman Sachs Group, Inc., JPMorgan Chase & Co., Morgan Stanley, UBS A.G., Evercore Partners Inc., Jefferies Group, Inc., Lazard Ltd., Credit Suisse and Park Hill.

Advisors’ Opinion:

  • [By Mark Hulbert]

    The stocks are C.H. Robinson Worldwide (CHRW)  , a freight-transportation company; chip maker Cirrus Logic (CRUS)  ; independent oil company Forest Oil (FST)  ; investment bank Greenhill & Co. (GHL)  ; Intrepid Potash (IPI)  , a fertilizer company; retailer J.C. Penney (JCP)  ; Quest Diagnostics (DGX)  , a medical diagnostic company; Strayer Education (STRA)  , a for-profit college; Tower Group International (TWGP)  , an insurance company; and Windstream Holdings (WIN)  , a rural telecommunications firm.

  • [By Matt Koppenheffer and David Hanson]

    An article in Financial Times came out suggesting that smaller investment banks, such as Greenhill (NYSE: GHL  ) or Lazard (NYSE: LAZ  ) , might be workplaces that offer more options and flexibility for those pursuing a banking career. Will we start to see the best talent move away from Wall Street’s biggest banks to find the true opportunities? In the video, Matt tells us what effect this could have on big banking as a whole.

Top 10 Services Stocks To Own For 2014: Netflix Inc.(NFLX)

Netflix, Inc. provides Internet subscription services for TV shows and movies in the United States and internationally. The company offers its subscribers to watch unlimited TV shows and movies streamed over the Internet to their TVs, computers, and mobile devices. It also provides standard definition DVDs and Blu-ray discs to its subscribers. The company was founded in 1997 and is headquartered in Los Gatos, California.

Advisors’ Opinion:

  • [By Matthew Argersinger and Eric Bleeker, CFA]

    Yet, as Eric notes, it’s also a space where ad rates could be far more erratic than long-established norms on television. That makes basing business decisions on today’s video rates riskier, especially relative to the consistency of a plan like Netflix’s (Nasdaq: NFLX), which sets a stable recurring monthly revenue stream. 

  • [By Charley Blaine]

    Netflix Inc. (NASDAQ: NFLX) fell $6.84, or 1.9%, to $352.03. For the month, the shares stumbled 21%; they dropped 4.4% for the quarter. Amazon.com Inc. (NASDAQ: AMZN) closed down 0.5% to 336.52. It fell 6.1% for the month and 15.6% for the quarter. Google Inc. (NASDAQ: GOOG) fell 8.3% for the month and 0.6% for the quarter. It at least ended the month as the world’s thirst most valuable company. Staples (Nasdaq: SPLS) has no similar silver lining for its lackluster performance.

Top 10 Services Stocks To Own For 2014: Innotrac Corporation(INOC)

Innotrac Corporation provides order processing, order fulfillment, and call center services to corporations that outsource these functions. It receives clients? orders through inbound call center services, electronic data interchange, or the Internet; picks, packs, verifies, and ships items; tracks inventory levels through an automated perpetual inventory system; and warehouses data and handles customer support inquiries. The company offers a range of fulfillment and customer support services to e-commerce/direct-to-consumer, retail, direct marketing, telecommunications, and business-to-business clients. Its fulfillment services include warehouse management, automated shipping solutions, real-time inventory tracking and order status, purchasing and inventory management, channel development, zone skipping and freight optimization modeling, product sourcing and procurement, packaging solutions, back-order management, returns management, and e-commerce consulting and integra tion. The company?s customer support services comprise inbound call center services, technical support and order status, returns and refunds processing, cross-sell/up-sell services, collaborative chat, and intuitive e-mail responses. It operates seven fulfillment centers and one call center in the continental United States. Innotrac Corporation was founded in 1984 and is headquartered in Johns Creek, Georgia.

Advisors’ Opinion:

  • [By Lauren Pollock]

    Corporate support service provider Innotrac Corp.(INOC) on Monday confirmed the company has been in recent talks regarding a potential takeover bid worth nearly $109 million. The company, which didn’t name the potential buyer, said it had been engaged in discussions for “a few weeks” under an agreement that would result in investors receiving $8.20 a share.

Top 10 Services Stocks To Own For 2014: Move Inc.(MOVE)

Move, Inc., together with its subsidiaries, operates an online network of Websites for real estate search, finance, and moving and home enthusiasts in North America. The company operates REALTOR.com, a Web site that offers property listings and neighborhood profiles; and consumers information and tools designed to assist the customers in understanding the value of their home, preparing the home for sale, listing and advertising the home, home affordability, the offer process, applying for a loan, understand the mortgage options available, closing the purchase, and planning the move. REALTOR.com provides showcase listing enhancements; display ad products; and a series of template Websites primarily for agents and brokers. The company also offers 8i solution, a Web-based customer relationship management software application for real estate agents. In addition, it provides Market Snapshot and Market Builder products that allow real estate professionals to offer real-time mult iple listing services market updates and trend analysis to their online prospects and clients; and Move Rentals that displays rental listings. Further, the company provides graphical display advertisements, text links, sponsorships, and directories for advertisers for mortgage companies, home improvement retailers, moving service providers, and other consumer product and service companies. Additionally, it offers quotes from moving companies, truck rental companies, and self-storage facilities, as well as other move-related information on Moving.com Website. Move, Inc. also operates as an online real estate listing syndicator and provider of performance reporting solutions for the purpose of helping to drive an online advertising program for brokers, real estate franchises, and individual agents. The company was formerly known as Homestore, Inc. and changed its name to Move, Inc. in June 2006. Move, Inc. was founded in 1993 and is headquartered in Westlake Village, Californ i a.

Advisors’ Opinion:

  • [By Rick Aristotle Munarriz]

    Getty Images/Bloomberg/Gianluca Colla Companies can make brilliant moves, but there are also times when things don’t work out quite as planned. From a CEO busted for spying on a larger rival to a satellite television provider raising the bar, here’s a rundown of the week’s smartest moves and biggest blunders in the business world. DISH Network (DISH) — Winner In a deal with bigger implications than you may initially think, Disney (DIS) is giving DISH Network rights to stream live and on-demand shows from ABC, Disney and ESPN. This is a truly mobile service, opening the door for DISH to begin offering a standalone Web-based service. A lot of bigger companies than DISH have tried to talk major networks and broadcasters into similar arrangements, only to be shot down. DISH succeeded because it had a bargaining chip in its ad-skipping Hopper DVR technology. DISH agreed that users of the streaming service wouldn’t be able to zap through the commercials for newer Disney shows. Modell’s Sporting Goods — Loser Dick’s Sporting Goods (DKS) is filing a complaint in a New Jersey court after it caught Mitchell Modell — CEO of rival Modell’s — spying on it. The lawsuit claims that Modell posed as a Dick’s executive to gain access to private areas and learn business techniques at Dick’s. If the allegations hold up, Modell’s behavior was at the very least unethical, not to mention ironic — a sporting goods chain’s helmsman resorting to such unsportsmanlike conduct. Wouldn’t it have been easier to just hire a Dick’s executive? Zillow (Z) — Winner Speaking of the right way to pry away information from a competitor, Zillow announced on Wednesday night that it was bringing on a key executive from Realtor.com parent Move (MOVE). A new position of chief industry development officer is being created for Errol Samuelson, who previously served as president of Realtor.com and Move’s chief strategy officer. The beautiful thing about prying away a key employee from another

  • [By John Udovich]

    Small cap online real estate listings stock Trulia Inc (NYSE: TRLA) jumped 8.52% yesterday and has doubled since the start of the year, but insiders have been selling – meaning its time to take a closer look at the stock along with the performance of peers like Zillow Inc (NASDAQ: Z) and Move Inc (NASDAQ: MOVE). So what should outside investors do with Trulia Inc?

Top 10 Services Stocks To Own For 2014: GNC Acquisition Holdings Inc. (GNC)

GNC Holdings, Inc. operates as a specialty retailer of health and wellness products. It operates through three segments: Retail, Franchise, and Manufacturing/Wholesale. The company’s products include vitamins, minerals, and herbal supplement products, as well as sports nutrition products, diet products, and other wellness products. It also manufactures its branded products for various third parties. The company sells its products under GNC proprietary brands, including Mega Men, Ultra Mega, Total Lean, Pro Performance, and Pro Performance AMP, as well as under third-party brands. As of March 31, 2013, it had approximately 8,200 locations, including 6,200 retail locations in the United States; and franchise operations in 55 countries. The company sells its products through company-owned domestic retail stores, domestic and international franchise activities, third-party contract manufacturing, e-commerce, and corporate partnerships. It also offers its products at GNC.com, LuckyVitamin.com, and drugstore.com. GNC Holdings, Inc. was founded in 1935 and is headquartered in Pittsburgh, Pennsylvania.

Advisors’ Opinion:

  • [By Monica Gerson]

    Analysts at Credit Suisse downgraded GNC Holdings (NYSE: GNC) from “buy” to “neutral.” The target price for GNC Holdings has been lowered from $65 to $51.

  • [By Jake L’Ecuyer]

    GNC Holdings (NYSE: GNC) was down, falling 14.64 percent to $44.72 after the company reported weaker-than-expected Q4 results and issued downbeat FY14 guidance. Goldman Sachs downgraded the stock from Buy to Neutral and cut the price target from $72.00 to $54.00.

  • [By Daniel Jones]

    Have you ever heard in business that it’s not what you know, it’s who you know that counts? The saying implies that relationships are not just important in business, but imperative if you want any hope of success. One company that realized this early on was GNC Holdings (NYSE: GNC  ) , a provider of nutritional supplements based out of Pittsburgh.

Top 10 Services Stocks To Own For 2014: Rite Aid Corp (RAD)

Rite Aid Corporation, incorporated in 1968, is a retail drugstore chain in the United States. As of March 3, 2012, the Company operated drugstores in 31 states across the country and in the District of Columbia. As of March 3, 2012, it operated 4,667 stores. In the Company’s stores, it sells prescription drugs and a range of other merchandise, which it calls front end products. During the fiscal year ended March 3, 2012 (fiscal 2012), prescription drug sales accounted for 68.1% of its total sales. The Company carries a range of front end products, which accounted for 31.9% of its total sales in fiscal 2012. Front end products include over-the-counter medications, health and beauty aids, personal care items, cosmetics, household items, beverages, convenience foods, greeting cards, seasonal merchandise and other everyday and convenience products, as well as photo processing. It offers a variety of products under its private brands, which contributed approximately 17% of it s front end sales in the categories where private brand products were offered in fiscal 2012. As of March 3, 2012, the Company had opened over 2,100 GNC stores-within-Rite Aid-stores. During fiscal 2012, the Company sold two owned operating stores to independent third parties.

During fiscal 2012, its stores filled approximately 295 million prescriptions and served an average of 2.1 million customers per day. The overall average size of each store in its chain is approximately 12,600 square feet. As of March 3, 2012, 60% of its stores were freestanding; 51% of its stores included a drive-thru pharmacy; 24% included one-hour photo shops, and 46% included a GNC store-within-Rite Aid-store. The Company’s customers may also order prescription refills over the Internet through www.riteaid.com, or over the phone through its telephonic automated refill systems for pick up at a Rite Aid store. It has a strategic alliance with GNC, a retailer of vitamin and mineral supp lements.

Advisors’ Opinion:

  • [By Jon C. Ogg]

    Rite Aid Corporation (NYSE: RAD) is a turnaround which keeps on turning. That is the theory from Goldman Sachs at least. The brokerage firm upgraded shares of the retail drug store to Buy from Neutral. Perhaps more important is that the price target was raised to $8 from $5 in the call.

  • [By Grace L. Williams]

    Shares of CVS have advanced 2.7% to $68.74 at 3:0 p.m., trailing Walgreen’s (WAG) 5.3% rise to $63.87 but besting Rite Aid’s (RAD) 1.5% gain to $5.72.

  • [By Reuters]

    Julio Cortez/AP NEW YORK — Many U.S. retailers had to ramp up promotions last month as shoppers continued to watch their spending during the holiday season, hitting profits at several chains. L Brands (LB) cut its earnings forecast for the holiday quarter Thursday after reporting disappointing December sales at its Victoria Secret and La Senza chains. The company said it had to offer more deals than expected, the second month in a row it has had to do so. Family Dollar Stores (FDO) and teen retailer Zumiez (ZUMZ), which both reported sales declines for December, also slashed their profit forecasts. Even retailers that saw big sales gains, such as Kay Jewelers parent Signet Jewelers (SIG), weren’t spared. “Additional discounting was necessary in a highly promotional retail environment,” Signet Chief Executive Officer Mike Barnes said in a statement. A group of nine U.S. retailers in the Thomson Reuters same-store sales index are expected Thursday to report a sales rise of 1.9 percent in December at stores open at least a year, well below the 7.2 percent increase of a year earlier. Including drugstore chains Walgreen (WAG) and Rite Aid (RAD), analysts estimate the rise at 2.7 percent. Gap (GPS) will report after the markets close Thursday. Faced with reticent shoppers worried about their job prospects and modest economic growth, retailers offered more discounts during the holiday season than a year earlier. Between Nov. 3 and Jan. 4, eight retailers, including Walmart Stores (WMT), Target (T) and Macy’s (M) , increased the number of circulars published by 6 percent and sent 57 percent more promotional emails, according to data prepared for Reuters by MarketTrack. Retailers also had to deal with shoppers who were less willing to go into stores: Data firm ShopperTrak this week said foot traffic had dropped 14.6 percent this holiday season. Walgreen, whose comparable sales of general merchandise rose 2.5 percent in December, said fewer shoppers had com

  • [By Anora Mahmudova]

    Rite Aid Corp. (RAD)  advanced 8.5% after the drugstore chain said same-store sales increased 2.9% in December over the same period a year ago, due to growth in its pharmacy division.

Top 10 Services Stocks To Own For 2014: CBIZ Inc (CBZ)

CBIZ, Inc. (CBIZ) provides professional business services, products and solutions. These services are provided to businesses of various sizes, as well as individuals, governmental entities and not-for-profit enterprises throughout the United States and parts of Canada. CBIZ delivers its services through four practice groups: Financial Services, Employee Services, and National Practices. Its Financial Services group includes accounting, tax, financial advisory, valuation, litigation support, internal audit, family office services, fraud detection and real estate advisory. Its Employee Services group provides group health, property and casualty, retirement planning, payroll services, life insurance, human capital management, compensation consulting, recruiting and actuarial services. MMP group includes coding and billing, accounts receivable management and full practice management services. National Practices group includes managed networking and hardware services, health ca re consulting, and mergers and acquisitions. Effective July 1, 2012, the Company acquired the assets of Stoltz and Company, LTD., L.L.P. In October 2012, it acquired the assets of ProMedical, Inc. On December 31, 2012, the Company acquired the non-attest assets of PHBV Partners, L.L.P. Effective May 1, 2013, it announced that it has acquired Associated Insurance Agents. In September 2013, CBIZ, Inc completed the sale of its Medical Management Professionals (MMP) business to Zotec Partners, LLC.

On January 1, 2011, CBIZ sold its individual wealth management business. Effective November 1, 2011, the Company acquired the defined benefit actuarial consulting practice of PSA Insurance and Financial Services of Hunt Valley, Maryland. During the year ended December 31, 2011, CBIZ acquired four businesses: Thompson Dunavant PLC, Gresham Smith LLC, Multiple Benefit Services, Inc. and Atlantic MDR, LLC (d/b/a Advantage Benefit Planning). On January 1, 2012, the Company ac quired Meridian Insurance Group, LLC.

Financial! Services

The Financial Services practice is divided into a Financial Services division, representing the United States, and a National Services division consisting of those units that provide their services nationwide. CBIZ and its subsidiaries maintain joint-referral relationships and administrative service agreements (ASAs) with independent licensed Certified Public Accounting (CPA) firms under which audit and attest services may be provided to CBIZ’s clients by such CPA firms. Under these ASAs, CBIZ provides a range of services to the CPA firms, including (but not limited to) administrative functions, such as office management, bookkeeping, and accounting, preparing marketing and promotion materials, providing office space, computer equipment, and systems support, and leasing administrative and professional staff. As of December 31, 2011, CBIZ maintained ASAs with four CPA firms.

Employee Services

The business units that compri se CBIZ’s Employee Services group are organized between Retail and National Services. The Retail offices provide services within their geographic area. The National group includes a number of specialty operations that provide services on a national scale. CBIZ’s Employee Services group maintains relationships with different insurance carriers. Some of these carriers have compensation arrangements.

National Practices

The National Practices group offers technology, health care consulting, and merger and acquisition services. The units within the National Practices group each have a Business Unit President.

Advisors’ Opinion:

  • [By Seth Jayson]

    CBIZ (NYSE: CBZ  ) reported earnings on July 29. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended June 30 (Q2), CBIZ whiffed on revenues and missed estimates on earnings per share.

Top 10 Services Stocks To Own For 2014: Brown(n)

N Brown Group plc operates as an Internet and catalogue home shopping company in the United Kingdom. The company principally offers womenswear, menswear, footwear, household, and electrical products, as well as provides insurance services. It also operates in the Republic of Ireland, Germany, and the United States. The company was founded in 1859 and is based in Manchester, the United Kingdom.

Advisors’ Opinion:

  • [By Rob DeFrancesco]

    Then, another name similar competes is NetSuite (N), which does something similar to Workday, in the same area, but it concentrates on some smaller companies. Workday tends to go after larger enterprises.

  • [By David Trainer]

    Cloud software provider Callidus (NASDAQ: CALD) is in the Danger Zone this week. We’ve recently highlighted two other Software as a Service (SaaS) companies in Netsuite (NYSE: N) andSalesforce.com (NYSE: CRM), and CALD is a classic story of a bad company riding the coattail of the popularity of cloud computing and SaaS companies. SaaS stocks surged in 2013, and CALD followed the trend, gaining 166% over the past year.

  • [By MarketWatch]

    Discussing cloud-computing stocks, the Barron’s article also said: “Industry leader Salesforce.com (CRM)   doesn’t earn a profit based on GAAP earnings that includes its stock compensation expense and yet it has a market value of $34 billion. Other hot plays with 2014 price/sales ratios above 10 and no GAAP earnings include Workday, NetSuite (N) , and ServiceNow (NOW) .”

  • [By Jason Cunningham]

    “Whether it’s LinkedIn (NYSE: LNKD), Pandora (NYSE: P), Yelp (NYSE: YELP), you go back to Salesforce (NYSE: CRM), Workday (NYSE: WDAY), NetSuite (NYSE: N), I think we’ve proven to the clients in that industry we’re a better partner, and now it’s up to us to execute, ’cause Thursday is all about Twitter and the investors. It’s not about us.”

Top 10 Services Stocks To Own For 2014: E-Commerce China Dangdang Inc.(DANG)

E-Commerce China Dangdang Inc. operates as a business-to-consumer e-commerce company in the People?s Republic of China. It engages in the sales of Chinese and foreign language books, and music CDs, VCDs, and DVDs through its Website dangdang.com. The company also offers general merchandise products, such as beauty and personal care products; home and lifestyle products; consumer electronics; baby, children, and maternity products; apparel and accessories; and footwear, handbags, and luggage. In addition, it operates the dangdang.com marketplace program, which enables third-party merchants to sell their products alongside products sourced by the company. The company is headquartered in Beijing, the People?s Republic of China.

Advisors’ Opinion:

  • [By Rick Munarriz]

    It was feast or famine for investors in Chinese Internet retailers this past week. Shares of online bookseller Dangdang (NYSE: DANG  ) soared 37% after posting strong quarterly results, but LightInTheBox (NYSE: LITB  ) went the other way after once again disappointing the market.

  • [By Paul Ausick]

    E-Commerce China Dangdang Inc. (NYSE: DANG), a smaller version of Amazon, is down 11% for the past two days. The 52-week range is $3.70 to $12.19. Trading was not particularly heavy Friday morning, but the shares were down another 3.2% at $9.57 after closing at $9.89 on Thursday.

Top 10 Services Stocks To Own For 2014: Royal Caribbean Cruises Ltd.(RCL)

Royal Caribbean Cruises Ltd. operates in the cruise vacation industry worldwide. It owns five cruise brands, which comprise Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, and CDF Croisi