Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which technology companies are held by the most gurus. As of the second quarter, the following five tech stocks are held by the largest number of gurus.
As of the close of the second quarter there were 55 guru owners of Microsoft. During the past quarter there were 20 gurus buying shares of MSFT and there were 34 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 137.09%.
The top three guru shareholders of Microsoft:
1. Dodge & Cox: 77,260,349 shares, representing 0.93% of the company’s shares outstanding and 3.2% of the fund’s total portfolio.
2. PRIMECAP Management: 63,165,491 shares, representing 0.76% of the company’s shares outstanding and 3.1% of the fund’s total portfolio.
3. Jeff Ubben: 57,750,000 shares, representing 0.69% of the company’s shares outstanding and 20.5% of his total assets managed.
Top 5 High Tech Stocks To Invest In 2014: Fortinet Inc (FTNT)
Fortinet, Inc. (Fortinet), incorporated November 28, 2000, provides network security solutions. Through the Company’s products and subscription services, Fortinet provides integrated and protection against security threats for enterprises, service providers and governmental entities worldwide. Its flagship Unified Threat Management (UTM) solution consists of its FortiGate physical and virtual appliance products that provide a range of security and networking functions, including firewall, virtual private networking (VPN), application control, antivirus, intrusion prevention, Web filtering, vulnerability management, antispam, wireless controller, and wide area network (WAN) acceleration. In addition, the Company offers virtual appliances for the FortiGate, FortiManager, FortiAnalyzer, FortiWeb, FortiMail, and FortiScan product lines. On December 7, 2012, the Company completed the acquisition of XDN, Inc. (XDN), a privately held company that provides cloud-based content de livery solutions. On March 8, 2012, the Company completed the acquisition of IntruGuard Devices, Inc. (IntruGuard), a supplier of Intelligent Availability Protection Systems.
FortiGate appliances, from the FortiGate-20 for small businesses and branch offices to the FortiGate-5000 series for big enterprises and service providers, are based on its technology platform. This platform includes its FortiASICs, which are specifically designed for accelerated processing of security and networking functions, and its FortiOS operating system, which provides the foundation for all of its security functions. Its FortiGuard security subscription services provide end-customers with access to dynamic updates to its application control, anti-malware, intrusion prevention, Web filtering and anti-spam functionality based on intelligence gathered by its dedicated FortiGuard Labs team. By combining multiple security and networking functions with its purpose-built FortiASIC and For tiOS, its FortiGate UTM/NGFW solution delivers broad protect! ion against dynamic security threats while reducing the operational burden and costs associated with managing multiple point products. As of December 31, 2012, the Company has shipped over 1,100,000 appliances via more than 10,000 channel partners to more than 150,000 end-customers worldwide, including a majority of the 2012 Fortune Global 100.
Fortinet complements its FortiGate product line with the FortiManager product family, which enables end-customers to manage the system configuration and security functions of multiple FortiGate devices from a centralized console, as well as the FortiAnalyzer product family, which enables collection, analysis and archiving of content and log data generated by its products. The Company also offers other product lines that provide additional protection, such as: FortiAP, secure wireless access points; FortiWeb, security for Web-based applications; FortiMail, multi-featured, high performance messaging security; FortiDB, centr ally managed database-specific security; FortiClient, endpoint security for desktops, laptops and mobile devices and that is primarily used in conjunction with its FortiGate appliances; FortiScan, endpoint vulnerability assessment and remediation; FortiSwitch, Ethernet switches; FortiBridge, bypass appliances to help ensure network availability; FortiAuthenticator, scalable secure authentication for enterprise networks; FortiBalancer, optimizing the availability and performance of mobile, cloud, and enterprise applications; FortiCache, reducing the cost of and impact of cached Internet content; FortiDNS, providing secure DNS caching; FortiDDoS, protection against denial of service attack, and FortiVoice, business telephone communication.
The Company’s flagship FortiGate physical and virtual appliances offer a set of security and networking functions, including firewall, VPN, application control, antivirus, intrusion prevention, Web filt ering, antispam and WAN acceleration. All FortiGate models a! re based ! on its operating system, FortiOS, and all FortiGate physical appliances include its FortiASICs to accelerate content and network security features implemented within FortiOS. FortiGate platforms can be centrally managed through both embedded Web-based and command line interfaces, as well as through FortiManager, which provides central management architecture for thousands of FortiGate physical and virtual appliances.
By combining multiple network security functions in its purpose-built security platform, the FortiGate provides high protection capabilities and deployment flexibility while reducing the operational burden and costs associated with managing multiple point products. Through FortiGuard security subscription services, its products enable end-customers to add security functionality as required by their evolving business needs and the changing threat landscape. By purchasing FortiGuard security subscription services, end-customers obtain coverage and acc ess to regular updates for application control, antivirus, IPS, Web filtering and anti-spam functions for their FortiGate appliances. With over 30 models in the FortiGate product line, FortiGate is designed to address security requirements for small- to mid-sized businesses, remote offices, enterprises, and service providers.
The FortiGate-20 through -100 series models are designed for perimeter protection for small- to mid-sized businesses, remote offices of distributed organizations and as customer premises equipment for service providers. Optional wireless LAN (WLAN), integration is available for the FortiGate-20, -40, -60 and -80 models, marketed as FortiWiFi, delivering additional network access and security for wireless environments. The FortiGate-200 through -800 series models are designed for perimeter deployment in mid-sized to enterprise networks. These products offer increased capacity and scalability designed to provide high network performance while delivering the same broad security suite as all FortiGate m! odels. Ad! ditionally, the FortiGate-300 -600 and -800 models provide hardware modularity, allowing end-customers the flexibility to customize solutions to their requirements. The FortiGate-1000 through -5000 series models deliver high performance and scalable network security functionality for perimeter, data center and core deployment in enterprise and service provider networks. Additionally, these products provide hardware modularity, allowing end-customers the flexibility to customize solutions to their requirements. Some products within the FortiGate-3000 and -5000 series leverage Advanced Mezzanine Card, or AMC, industry standards for hardware modularization to support the advanced networking requirements of enterprises and service providers, including high-speed networking, WAN connectivity, and network attached storage connectivity. The FortiGate-3950B platform also leverages its Fortinet Mezzanine Card (FMC), that provides hardware modularity to give end-customers the ability to add additional firewall and/or intrusion prevention performance, or the number of interfaces, as their network security needs evolve.
FortiGate System Virtualization (VDOM)
The Company’s FortiOS operating system offers system virtualization capabilities – to divide a security appliance into multiple, separately provisioned and managed instances. This capability is deployed in all of its FortiGate products as its virtual domain (VDOM) feature, where administrators have the ability to segment a single FortiGate appliance platform into multiple FortiGate instances.
The Company’s FortiManager family of products provides a central management solution for its FortiGate products, including the range of network and security features offered within FortiOS. One FortiManager product can manage thousands of FortiGate units, and also provides central management for FortiClient software. FortiManager facilitates the coordination of policy-based provisioning, device configurat! ion and o! perating system revision management, as well as network security monitoring and device control.
The Company’s FortiAnalyzer family provides network logging, analyzing, and reporting products that securely aggregate content and log data from itsr FortiGate devices and other Fortinet products as well as third-party devices to enable network logging, analysis and reporting. Additional functions such as vulnerability assessments and traffic analysis provide additional value for customers seeking to control and monitor their network infrastructure and security policies. A full range of content and log data, including traffic, event, virus, attack, Web content, and email data may be archived, filtered and mined for compliance or historical analysis purposes. Its FortiAnalyzer product family comes with a suite of standard reports as well as the ability to customize reports. The Company also offers
FortiGuard Security Subscript ion Services
The Company’s FortiGuard Labs global threat research team, comprised of over 150 professionals, uses automated processes to identify emerging threats, collects threat samples, and replicates, reviews and characterizes attacks. Based on this research, the Company develops updates for virus signatures, attack definitions, scanning engines, and other security solution components to distribute to end-customers through its FortiGuard global distribution network. Its FortiGuard security subscription services are designed to allow the Company to quickly deliver new threat detection capabilities to end-customers worldwide as new threats evolve. End-customers purchase FortiGuard security subscription services in advance, typically for a one year term, to obtain coverage and access to regular updates for application control, antivirus, intrusion prevention, Web filtering, and anti-spam functions for its FortiGate products; antivirus, Web filtering and anti- spam functions for its FortiClient software; antivirus and a! nti-spam ! functions for its FortiMail products; vulnerability management for its FortiGate, FortiAnalyzer and FortiScan products, database functions for its FortiDB appliance, and Web functions for its FortiWeb appliances. The Company provides FortiGuard services 24 hours a day, seven days a week.
FortiCare Technical Support Services
The Company’s FortiCare services are its technical support services for the software, firmware and hardware in its products. In addition to its standard support service offering, the Company offers a service that offers faster response times and dedicated support oriented toward accounts. Its standard technical support offering for its products, channel partners often provide first level support to the end-customer, especially for small and mid-sized end-customers, and the Company typically provides second and third level support to its end-customers. The Company also provides knowledge management tools and customer self-help p ortals to help augment its support capabilities in an efficient and scalable manner. The company provides technical support to partners and end-customers 24 hours a day, seven days a week through regional technical support managers located worldwide.
The Company offers training services to its end-customers and channel partners through its training department and authorized training partners. The Company has also implemented a training certification program to ensure an understanding of its products and services.
The Company offers professional services to end-customers primarily for implementations where technical resources are required. Its professional services consultants help in the design of deployments of its products and work closely with end-customer engineers, managers and other project team members to implement its products according to design, utilizing network analysis to ols, attack simulation software and scripts.
Th! e Company! competes with Cisco Systems, Inc., Juniper Networks, Inc., Check Point Software Technologies Ltd., McAfee, Inc. , SonicWALL, Inc., and Palo Alto Networks, Inc.
- [By Brian Pacampara]
What: Shares of computer-network security specialist Fortinet (NASDAQ: FTNT ) plummeted 18% today after its preliminary quarterly results disappointed Wall Street.
- [By Chris Hill]
Shares of Zumiez (NASDAQ: ZUMZ ) rose on Thursday after the apparel retailer reported a 19.7% jump in March same-store sales. Shares of Fortinet (NASDAQ: FTNT ) fell on weaker-than-expected sales and profits. Rite Aid Corp (NYSE: RAD ) registered its first annual profit since 2007, and shares hit a new 52-week high. And shares of Burger King Worldwide (NYSE: BKW ) jumped after the company announced transition plans for its top executive. In this installment of Investor Beat, our analysts discuss some of the market’s big movers.
Top 5 High Tech Stocks To Invest In 2014: Mitsubishi Motors Corp (MMTOF)
MITSUBISHI MOTORS CORPORATION is engaged in the development, production and sale of general and small-sized passenger vehicles, mini-vehicles, sport utility vehicles (SUVs), trucks and automobile parts, as well as the inspection and maintenance of new vehicles. In addition, the Company is also engaged in the financing business including automobile leasing and sales finance. Advisors’ Opinion:
- [By MARKETWATCH]
LOS ANGELES (MarketWatch) — Japanese stocks rose Wednesday after a lower open, managing solid gains with most other Asian markets were closed for the Christmas holiday. The Nikkei Stock Average (JP:NIK) climbed 0.8% to 16,009.99, its first close above the 16,000 level since late 2007. The broader Topix ended with a more modest 0.1% rise. Seven & I Holdings Co. (JP:3382) (SVNDF) , operators of the 7-Eleven convenience-store chain, rose 1.5% as a Nikkei Asian Review report said it planned to pay about ¥5 billion yen to purchase nearly half of Bals, which runs home-and-kitchen-furnishings retailer Francfranc. Chip maker Renesas Electronics Corp. (JP:6723) (RNECY) was a strong performer, rallying 6.5% after suffering a sizeable drop in the previous session. On the downside, shares of Softbank Corp. (JP:9984) (SFTBF) fell 0.5%, after a separate article in the Nikkei saying that previously reported plans by the firm to buy T-Mobile US Inc. (TMUS) through its newly acquired Sprint (S) unit would value the transaction at more than 2 trillion yen ($19 billion) and would take place as early as next spring. Auto-maker stocks were mostly higher after trading mixed following the release of Japanese car-sales data for November. Toyota Motor Corp. (JP:7203) (TM) added 0.2%, Honda Motor Co. (JP:7267)
- [By MARKETWATCH]
LOS ANGELES (MarketWatch) — Japanese stocks rose Wednesday after a lower open, with action quiet as most other Asian markets were closed for the Christmas holiday. The Nikkei Stock Average (JP:NIK) gained 0.4% to 15,948.04, but with the broader Topix 0.4% lower. Seven & I Holdings Co. (JP:3382) (SVNDF) , operators of the 7-Eleven convenience-store chain, rose 1.3% as a Nikkei Asian Review report said it planned to pay about ¥5 billion yen to purchase nearly half of Bals, which runs home-and-kitchen-furnishings retailer Francfranc. Chip maker Renesas Electronics Corp. (JP:6723) (RNECY) was a strong performer, rallying 5.3% after suffering a sizeable drop in the previous session. On the downside, shares of Softbank Corp. (JP:9984) (SFTBF) fell 0.9%, after a separate article in the Nikkei saying that previously reported plans by the firm to buy T-Mobile US Inc. (TMUS) through its newly acquired Sprint (S) unit would value the transaction at more than 2 trillion yen ($19 billion) and would take place as early as next spring. Auto-maker stocks were mixed after the release of Japanese car-sales data for November, with Toyota Motor Corp. (JP:7203) (TM) flat, Honda Motor Co. (JP:7267) (HMC) down 0.4%, Mitsubishi Motors
Top 5 High Tech Stocks To Invest In 2014: Astec Industries Inc.(ASTE)
Astec Industries, Inc. engages in the design, engineering, manufacture, and marketing of equipment and components for road building, utility, and related construction activities worldwide. The company?s Asphalt Group segment offers hot-mix asphalt plants, concrete mixing plants, and related components; heating and heat transfer processing equipment; and thermal fluid storage tanks for asphalt paving and other non-related industries. Its Aggregate and Mining Group segment provides jaw, cone, and impact crushers; vibrating feeders; inclined and horizontal screens; various crushing plants; digital crusher controllers; aggregate and ore processing equipment; mobile screening plants; screen structures; vibrating screens; stationary rockbreaker systems; articulated production and utility vehicles; hydraulic breakers; compactors; demolition attachments; and bulk material handling and minerals processing equipment primarily for the aggregate, metallic mining, and recycling market s. The company?s Mobile Asphalt Paving Group segment provides asphalt pavers, asphalt material transfer vehicles, milling machines, and asphalt reclaiming and soil stabilizing machinery; asphalt paver screeds; windrow pickup machines; asphalt rollers and screeds primarily for road construction markets; and dirt and asphalt compaction equipment. Its Underground Group segment produces heavy-duty trenchers, compact horizontal directional drills, high pressure diesel powered pump trailers; maxi drills, auger boring machines, and down-hole tooling for these units; and vertical drills, water well drills, oil and gas drilling rigs, material handling trailers, and tools for the oil and gas, geothermal, and water well industries. The company also offers whole-tree pulpwood chippers, biomass chippers, horizontal grinders, and blower trucks. Astec Industries, Inc. sells its products through sales agents, distributors, and dealers. The company was founded in 1972 and is based in Chatta nooga, Tennessee.
- [By James E. Brumley]
What do Prospect Capital Corporation (NASDAQ:PSEC), Astec Industries, Inc. (NASDAQ:ASTE), and First Financial Corp. (NASDAQ:THFF) have in common? Not much, on the surface. In fact, were it not for something very specific to one particular person (me), they’d have nothing in common at all. This week though, THFF, ASTE, and PSEC all have at least one thing in common, and that’s the fact that they’re all going into my mental/hypothetical portfolio.
- [By GURUFOCUS]
John Maynard Keyes once opined: “Successful Investing is anticipating the anticipation of others.” That notion applies in spades when it comes to theme investing. Typically, a stock moves upwards long before its improvement in earnings comes to fruition. Warren Buffett colorfully observed: “If you wait for the robins, spring will be over.” Should an investor wait for an earnings confirmation to validate his/her theory, then the time to invest will have already passed. I will end today’s discussion by profiling two successful investments I made in high quality cyclical companies during the period of the mid-2000s. The companies are: Maverick Tube (formerly MVK) and Astec (ASTE).
Top 5 High Tech Stocks To Invest In 2014: RCM Technologies Inc.(RCMT)
RCM Technologies, Inc., together with its subsidiaries, engages in the design, development, and delivery of business and technology solutions for commercial and government sectors in North America. It operates through three segments: Information Technology (IT), Engineering, and Commercial Services. The IT segment provides enterprise business solutions, application services, infrastructure solutions, competitive advantage and productivity solutions, and life sciences solutions. The Engineering segment offers engineering and design, engineering analysis, engineer-procure-construct, configuration management, hardware/software validation and verification, quality assurance, technical writing and publications, manufacturing process planning and improvement, reliability centered maintenance, component and equipment testing, and risk management engineering services. The Commercial Services segment provides long-term and short-term staffing, executive search, and placement servic es in various fields, including rehabilitation, nursing, managed care, allied health care, health care management, and medical office support, as well as offers in-patient, outpatient, sub-acute and acute care, multilingual speech pathology, rehabilitation, geriatric, pediatric, and adult day care services to hospitals, long-term care facilities, schools, sports medicine facilities, and private practices. This segment also offers contract and temporary services, and permanent placement services for full-time and part-time personnel in various functional areas, including office, clerical, data entry, secretarial, light industrial, shipping, receiving, and general warehousing. The company offers its services to aerospace/defense, energy, financial services, life sciences, manufacturing and distribution, public sector, and technology industries. RCM Technologies, Inc. was founded in 1971 and is based in Pennsauken, New Jersey.
- [By CRWE]
RCM Technologies, Inc. (Nasdaq:RCMT) reported that primarily due to unexpected and extended client procedural delays in awarding certain engagements under an existing contract with a major North American utility, the Company’s second quarter revenues and operating income will fall short of its expectations.
Top 5 High Tech Stocks To Invest In 2014: Community Health Systems Inc (CYH)
Community Health Systems, Inc., incorporated on June 6, 1996, is an operator of hospitals in the United States. The Company provides healthcare services through the hospitals that it owns and operates in non-urban and selected urban markets throughout the United States. As of December 31, 2012, the Company owned or leased 135 hospitals, Consisting of 131 general acute care hospitals and four standalone rehabilitation or psychiatric hospitals. These hospitals are geographically diversified across 29 states, with an aggregate of 20,334 licensed beds. The Company provides a range of general and specialized hospital healthcare services and other outpatient services to patients in the communities in which the Company are located. Services provided through its hospitals and affiliated businesses include general acute care, emergency room, general and specialty surgery, critical care, internal medicine, obstetrics, diagnostic, psychiatric and rehabilitation services. On March 1, 2012, the Company acquired MetroSouth Medical Center in Blue Island, Illinois. On July 1, 2012, the Company’s subsidiaries acquired all of the assets of Memorial Health Systems in York, Pennsylvania.
Effective January 1, 2012, the Company completed the acquisition of Moses Taylor Healthcare System based in Scranton, Pennsylvania, which is a healthcare system comprised of two acute care hospitals and other healthcare providers. This healthcare system includes Moses Taylor Hospital (217 licensed beds) located in Scranton, Pennsylvania, and Mid-Valley Hospital (25 licensed beds) located in Peckville, Pennsylvania. Effective March 5, 2012, the Company completed a merger with Diagnostic Clinic of Longview, P.A., which is a multi-specialty clinic serving residents of Longview, Texas and surrounding East Texas communities. This healthcare system includes Memorial Hospital (100 licensed beds), the Surgical Center of York, and other outpatient and ancillary services. < /p>
The Company provides outpatient services at urg! ent care centers, occupational medicine clinics, imaging centers, cancer centers, ambulatory surgery centers and home health and hospice agencies. In addition to its hospitals and related businesses, the Company also own and operate 64 licensed home care agencies and 31 licensed hospice agencies, located primarily in markets where the Company also operate a hospital. Also, through its wholly owned subsidiary, Quorum Health Resources, LLC, or QHR, the Company provides management and consulting services to non-affiliated general acute care hospitals located throughout the United States.
- [By Ben Levisohn]
Lee screened for stocks with low P/Es, positive net income growth, that had Overweight ratings by JPMorgan analysts and upside to analyst target prices. He found 19, including insurers MetLife (MET) and Aetna (AET), banking behemoth Wells Fargo (WFC), Meritage Homes (MTH) and hospital operator Community Health Systems (CYH).
- [By Lauren Pollock]
Community Health Systems Inc.(CYH) somewhat tempered the hospital company’s 2013 revenue expectations, citing a greater than expected deterioration in overall volume during the last quarter, partly hurt by a softer flu season.
- [By Lauren Pollock]
Health Management’s new board urged shareholders to approve the hospital operator’s roughly $3.9 billion deal to be acquired by peer Community Health Systems Inc.(CYH) after completing a review, and the company also reported swinging to a third-quarter loss.
- [By Ben Levisohn]
Tenets plunge has helped drag other healthcare stocks lower. Community Health (CYH) has dropped 3.6% to $42.21, HCA Holdings (HCA) has fallen 2.1% to $46.72 and Universal Health Services (UHS) is off 1% at $80.59.