Top 10 Tech Stocks To Own For 2019

tags:HQCL,ISIL,CHKP,ACIW,VRTU,CIEN,CLRO,DCM,CW,TGH,

In this segment from the Motley Fool Money podcast, host Chris Hill and Fool senior analysts Aaron Bush, Ron Gross, and Matt Argersinger discuss a Bloomberg article that makes a rather startling allegation -- that an intelligence branch of the Chinese military has been planting tiny computer chips, the size of a grain of rice, on motherboards being sold to a host of global tech companies. These chips, the article asserts, render the computers easily hackable by China, and would represent a serious security threat, both to corporations and to U.S. government systems.

Setting aside whether it's true -- and all parties are officially denying it so far -- the Fools ponder what such a revelation could do to the tech industry broadly. What if manufacturers start shunning Chinese manufacturers and hardware? How far could the ripple effects go?

A full transcript follows the video.

This video was recorded on Oct. 5, 2018.

Chris Hill: This week, Bloomberg reported that a secret division of the Chinese military has used tiny computer chips to compromise the motherboards of major U.S. tech companies, including Apple and Amazon. Aaron, I should point out that both Apple and Amazon have denied this report. This is one of those interesting things that could possibly get interesting in an ugly way.

Top 10 Tech Stocks To Own For 2019: Hanwha Q CELLS Co., Ltd. (HQCL)

Advisors' Opinion:

• [By Stephan Byrd]

  Get a free copy of the Zacks research report on Hanwha Q Cells (HQCL)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Rich Smith]

  Shares of Hanwha Q Cells Co (NASDAQ:HQCL) are down more than 4% so far this year -- and that's the good news. Canadian Solar is off 20% while JinkoSolar Holding is down a whopping 43%. The cost of Chinese solar modules, which make up one-third the cost of a deployed solar power system, are expected to decline 35% this year, then fall another 10% to 15% next year, according to Bloomberg.

• [By Stephan Byrd]

  Ambarella (NASDAQ:AMBA) and Hanwha Q Cells (NASDAQ:HQCL) are both small-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, earnings, risk, dividends, valuation, analyst recommendations and profitability.

• [By Travis Hoium]

  The impact will have ripple effects across the industry. Major manufacturers like Canadian Solar (NASDAQ:CSIQ), JinkoSolar (NYSE:JKS), Hanwha Q Cells (NASDAQ:HQCL), and JA Solar (NASDAQ:JASO) will see margins squeezed as volume and sales prices fall. They were all enjoying higher margins and strong demand in early 2018, so the could reverse to net losses later this year. 

• [By Lisa Levin] Companies Reporting Before The Bell Hanwha Q CELLS Co., Ltd. (NASDAQ: HQCL) is estimated to report quarterly earnings at $0.14 per share on revenue of $438.40 million. Remark Holdings, Inc. (NASDAQ: MARK) is projected to report quarterly loss at $0.35 per share on revenue of $19.45 million. Athenex, Inc. (NYSE: ATNX) is expected to report quarterly loss at $0.07 per share on revenue of $35.14 million. Mazor Robotics Ltd. (NASDAQ: MZOR) is estimated to report quarterly loss at $0.08 per share on revenue of $15.14 million. Brainstorm Cell Therapeutics Inc. (NASDAQ: BCLI) is projected to report a quarterly loss at $0.14 per share. SuperCom Ltd. (NASDAQ: SPCB) is expected to report quarterly earnings at $0.08 per share on revenue of $9.50 million. Lonestar Resources US Inc. (NASDAQ: LONE) is projected to report quarterly loss at $0.04 per share on revenue of $30.68 million. Nine Energy Service, Inc. (NASDAQ: NINE) is estimated to report quarterly earnings at $0.1 per share on revenue of $165.76 million. VEON Ltd. (NASDAQ: VEON) is projected to report quarterly earnings at $0.05 per share on revenue of $212.00 million.

   

• [By Motley Fool Transcribers]

  Hanwha Q CELLS Co., Ltd. (NASDAQ:HQCL)Q2 2018 Earnings Conference CallAug. 13, 2018, 8:00 a.m. ET

  Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:

  Operator

Top 10 Tech Stocks To Own For 2019: Intersil Corporation(ISIL)

Advisors' Opinion:

• [By Logan Wallace]

  Media stories about Intersil (NASDAQ:ISIL) have trended somewhat positive this week, Accern reports. The research firm identifies positive and negative press coverage by reviewing more than twenty million blog and news sources in real time. Accern ranks coverage of public companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Intersil earned a media sentiment score of 0.05 on Accern’s scale. Accern also gave headlines about the semiconductor company an impact score of 46.0713234548749 out of 100, meaning that recent press coverage is somewhat unlikely to have an effect on the stock’s share price in the next several days.

Top 10 Tech Stocks To Own For 2019: Check Point Software Technologies Ltd.(CHKP)

Advisors' Opinion:

• [By Chris Lange]

  Check Point Software Technologies Ltd.'s (NASDAQ: CHKP) short interest increased to 10.06 million shares from the previous reading of 9.31 million. Shares were trading at $96.41, in a 52-week range of $93.76 to $119.20.

• [By Nicholas Rossolillo]

  Shares of cybersecurity outfit Check Point Software Technologies (NASDAQ:CHKP) have been underperforming for the past year. As cyberattacks have gained notoriety, lots of competition has cropped up and taken a bite out of the company's market share. Even with an attractive valuation, it may not be time yet for investors to double down on Check Point as the business gets serious about marketing new security tools.

• [By Chris Lange]

  Check Point Software Technologies Ltd.'s (NASDAQ: CHKP) short interest decreased to 8.24 million shares from the previous reading of 8.45 million. Shares were trading at $102.91, in a 52-week range of $95.03 to $119.20.

Top 10 Tech Stocks To Own For 2019: ACI Worldwide, Inc.(ACIW)

Advisors' Opinion:

• [By Motley Fool Transcribing]

  ACI Worldwide (NASDAQ:ACIW) Q4 2018 Earnings Conference CallFeb. 28, 2019 8:30 a.m. ET

  Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:

  Operator

• [By Ethan Ryder]

  Dupont Capital Management Corp purchased a new position in shares of ACI Worldwide Inc (NASDAQ:ACIW) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 9,682 shares of the technology company’s stock, valued at approximately $268,000.

• [By Joseph Griffin]

  Q2 (NYSE: QTWO) and ACI Worldwide (NASDAQ:ACIW) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, profitability, dividends and analyst recommendations.

• [By Logan Wallace]

  Dimensional Fund Advisors LP raised its position in ACI Worldwide Inc (NASDAQ:ACIW) by 3.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 3,064,281 shares of the technology company’s stock after purchasing an additional 88,855 shares during the period. Dimensional Fund Advisors LP’s holdings in ACI Worldwide were worth $75,596,000 at the end of the most recent quarter.

• [By Logan Wallace]

  ACI Worldwide (NASDAQ:ACIW) was upgraded by equities research analysts at BidaskClub from a “buy” rating to a “strong-buy” rating in a report issued on Saturday.

Top 10 Tech Stocks To Own For 2019: Virtusa Corporation(VRTU)

Advisors' Opinion:

• [By Garrett Baldwin]
  Retail stocks are in focus after the U.S. Census Bureau released monthly sales figures before the bell Tuesday. The bureau said that retail sales increased by 0.3% in April, a figure that matched trade expectations. Markets had expected consumer spending to increase, however home improvement sales were not the major factor that most expected. This was evident from The Home Depot's earnings report. Markets are increasingly optimistic over U.S. trade negotiations with China. Chinese President Xi Jinping's No. 1 economic advisor will visit the United States this week to continue the nation's dialogue with America. In addition, roughly 100 companies and trade associations will be sounding off to the Trump administration about the potential impact of tariffs in the Chinese markets. Stocks to Watch Today: TSLA, AMZN, GS Amazon.com Inc. (Nasdaq: AMZN) is in focus thanks to tax policy in Seattle. On Monday, the Seattle's City Council passed a bill that will tax Amazon and 131 other companies $275 per employee each year in order to create a fund to address homelessness in the Seattle. The tax is half what was originally proposed and remains a contentious issue for Amazon, which is the city's biggest employer. Goldman Sachs Group (NYSE: GS) is sounding the alarm about the state of the markets. The company warned that the U.S. budget deficit is increasing while America's unemployment rate is falling. This hasn't occurred since the World War II. The bank believes that the combination of the two could cause the Fed to spike interest rates in the near future. This comes at a time when the Fed has already lost control of interest rates. Look for additional earnings reports from Eagle Materials Inc. (NYSE: EXP), Bitauto Holding Ltd. (Nasdaq: BITA), Virtusa Corp. (Nasdaq: VRTU), Global Eagle Entertainment Inc. (Nasdaq: ENT), and Kamada Ltd. (Nasdaq: KMDA).

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• [By Max Byerly]

  Sei Investments Co. reduced its stake in Virtusa Co. (NASDAQ:VRTU) by 5.5% during the 1st quarter, HoldingsChannel reports. The fund owned 21,835 shares of the information technology services provider’s stock after selling 1,275 shares during the period. Sei Investments Co.’s holdings in Virtusa were worth $1,058,000 at the end of the most recent reporting period.

• [By Ethan Ryder]

  Voya Investment Management LLC boosted its stake in Virtusa Co. (NASDAQ:VRTU) by 105.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 280,742 shares of the information technology services provider’s stock after acquiring an additional 144,258 shares during the period. Voya Investment Management LLC’s holdings in Virtusa were worth $13,666,000 as of its most recent SEC filing.

Top 10 Tech Stocks To Own For 2019: CIENA Corporation(CIEN)

Advisors' Opinion:

• [By Logan Wallace]

  Akoustis Technologies (NYSE: CIEN) and Ciena (NYSE:CIEN) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, profitability, analyst recommendations, dividends, risk, valuation and institutional ownership.

• [By Lisa Levin] Companies Reporting Before The Bell Dollar Tree, Inc. (NASDAQ: DLTR) is expected to report quarterly earnings at $1.23 per share on revenue of $5.56 billion. Express, Inc. (NYSE: EXPR) is projected to report quarterly loss at $0.02 per share on revenue of $466.25 million. Dollar General Corporation (NYSE: DG) is estimated to report quarterly earnings at $1.4 per share on revenue of $6.20 billion. Tech Data Corporation (NASDAQ: TECD) is expected to report quarterly earnings at $1.46 per share on revenue of $8.13 billion. Burlington Stores, Inc. (NYSE: BURL) is estimated to report quarterly earnings at $1.09 per share on revenue of $1.49 billion. Ciena Corporation (NYSE: CIEN) is projected to report quarterly earnings at $0.3 per share on revenue of $726.56 million. American Eagle Outfitters, Inc. (NYSE: AEO) is expected to report quarterly earnings at $0.22 per share on revenue of $806.17 million. Titan Machinery Inc. (NASDAQ: TITN) is estimated to report quarterly loss at $0.08 per share on revenue of $276.27 bmillion. Donaldson Company, Inc. (NYSE: DCI) is projected to post quarterly earnings at $0.52 per share on revenue of $682.68 million. Ship Finance International Limited (NYSE: SFL) is expected to report quarterly earnings at $0.21 per share on revenue of $92.08 million. Perry Ellis International, Inc. (NASDAQ: PERY) is projected to report quarterly earnings at $0.67 per share on revenue of $232.30 million. Kirkland's, Inc. (NASDAQ: KIRK) is estimated to report quarterly loss at $0.09 per share on revenue of $140.83 million. Build-A-Bear Workshop, Inc. (NYSE: BBW) is expected to report quarterly earnings at $0.18 per share on revenue of $90.20 million. J.Jill, Inc. (NYSE: JILL) is projected to report quarterly earnings at $0.19 per share on revenue of $160.50 million. Christopher & Banks Corporation (NYSE: CBK) is expected to report quarterly loss at $0.08 per share on revenue of $89.35 million.
• [By Lisa Levin]

  Check out these big penny stock gainers and losers

  Losers Clearside Biomedical, Inc. (NASDAQ: CLSD) shares fell 17.8 percent to $11.95 in pre-market trading. Clearside Biomedical disclosed that its Phase 2 trial of CLS-TA met primary and secondary endpoints met in 6-month trial. CRISPR Therapeutics AG (NASDAQ: CRSP) fell 15.8 percent to $62.00 in pre-market trading after the company disclosed that the FDA has placed a clinical hold on IND for CTX001 sickle cell disease treatment. Sears Holdings Corporation (NASDAQ: SHLD) fell 10 percent to $2.89 in pre-market trading after the company posted a loss for the first quarter and announced plans to close 72 non-profitable stores. Urban One, Inc. (NASDAQ: UONE) fell 9 percent to $3.01 in pre-market trading after rising 78.38 percent on Wednesday. Dollar Tree, Inc. (NASDAQ: DLTR) shares fell 8.6 percent to $88.05 in pre-market trading after the company reported weaker-than-expected earnings for its first quarter and lowered its FY2018 earnings guidance. Ciena Corporation (NYSE: CIEN) fell 8.5 percent to $22.02 in the pre-market trading session after the company posted downbeat Q1 earnings and announced plans to buy Packet Design. Dollar General Corporation (NYSE: DG) shares fell 6.6 percent to $90.11 in pre-market trading after reporting weaker-than-expected results for its first quarter. Vericel Corp (NASDAQ: VCEL) shares fell 6.5 percent to $13.05 in pre-market trading following announcement of 3.75 million share common stock offering. Box, Inc. (NYSE: BOX) fell 5.7 percent to $26.19 in pre-market trading. Box reported upbeat results for its first quarter. The company forecast Q2 revenue of $146 million to $147 million. Co-Diagnostics, Inc. (NASDAQ: CODX) fell 5.7 percent to $3.15 in pre-market trading after declining 5.65 percent on Wednesday. Cherry Hill Mortgage Investment Corporation (NYSE: CHMI) shares fell 5.2 percent to $18.21 in pre-market trading after reporting a 2
• [By Shane Hupp]

  Ciena Co. (NYSE:CIEN) has been given an average recommendation of “Buy” by the twenty-six brokerages that are presently covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, four have given a hold rating and twenty have assigned a buy rating to the company. The average 1-year target price among brokers that have covered the stock in the last year is $29.62.

• [By Logan Wallace]

  Ciena (NYSE:CIEN) had its price objective upped by BMO Capital Markets from $28.00 to $36.00 in a research report issued to clients and investors on Friday. The brokerage currently has an “outperform” rating on the communications equipment provider’s stock. BMO Capital Markets’ price target would indicate a potential upside of 17.23% from the stock’s previous close.

• [By Brian Feroldi]

  Michael Genovese, an analyst at MKM Research, downgraded Infinera's stock to "sell" today. Genovese made the move in response to a channel check that showed that Infinera's competitor Ciena (NYSE:CIEN) is close to stealing away CenturyLink (NYSE:CTL) as a customer.

Top 10 Tech Stocks To Own For 2019: ClearOne Communications Inc.(CLRO)

Advisors' Opinion:

• [By Ethan Ryder]

  Fabrinet (NASDAQ: CLRO) and Clearone (NASDAQ:CLRO) are both small-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, dividends, profitability, risk, earnings, analyst recommendations and institutional ownership.

• [By Stephan Byrd]

  Akoustis Technologies (NASDAQ: CLRO) and Clearone (NASDAQ:CLRO) are both small-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their valuation, dividends, institutional ownership, analyst recommendations, risk, earnings and profitability.

• [By Ethan Ryder]

  Get a free copy of the Zacks research report on Clearone (CLRO)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

Top 10 Tech Stocks To Own For 2019: NTT DOCOMO, Inc(DCM)

Advisors' Opinion:

• [By Logan Wallace]

  Bank of Hawaii bought a new position in NTT Docomo Inc (NYSE:DCM) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 8,664 shares of the technology company’s stock, valued at approximately $222,000.

• [By Shane Hupp]

  DATA Communications Management Corp (TSE:DCM) insider Michael Sifton purchased 12,500 shares of DATA Communications Management stock in a transaction that occurred on Wednesday, September 12th. The stock was bought at an average cost of C$1.52 per share, for a total transaction of C$19,000.00.

• [By Joseph Griffin]

  Shares of NTT Docomo Inc (NYSE:DCM) have been given an average recommendation of “Hold” by the seven research firms that are covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating and five have given a hold rating to the company.

Top 10 Tech Stocks To Own For 2019: Curtiss-Wright Corporation(CW)

Advisors' Opinion:

• [By Stephan Byrd]

  Public Employees Retirement System of Ohio grew its stake in Curtiss-Wright Corp. (NYSE:CW) by 84.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 38,994 shares of the aerospace company’s stock after purchasing an additional 17,810 shares during the quarter. Public Employees Retirement System of Ohio owned about 0.09% of Curtiss-Wright worth $4,641,000 at the end of the most recent quarter.

• [By Stephan Byrd]

  Curtiss-Wright (NYSE:CW) declared a quarterly dividend on Wednesday, May 16th, RTT News reports. Shareholders of record on Thursday, June 21st will be paid a dividend of 0.15 per share by the aerospace company on Thursday, July 5th. This represents a $0.60 annualized dividend and a yield of 0.46%.

• [By Max Byerly]

  Dynamic Technology Lab Private Ltd decreased its stake in shares of Curtiss-Wright Corp. (NYSE:CW) by 59.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,188 shares of the aerospace company’s stock after selling 4,625 shares during the period. Dynamic Technology Lab Private Ltd’s holdings in Curtiss-Wright were worth $430,000 at the end of the most recent quarter.

• [By Max Byerly]

  Dynamic Technology Lab Private Ltd raised its holdings in Curtiss-Wright Corp. (NYSE:CW) by 86.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,948 shares of the aerospace company’s stock after buying an additional 2,760 shares during the period. Dynamic Technology Lab Private Ltd’s holdings in Curtiss-Wright were worth $708,000 at the end of the most recent reporting period.

• [By Logan Wallace]

  Get a free copy of the Zacks research report on Curtiss-Wright (CW)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

Top 10 Tech Stocks To Own For 2019: Textainer Group Holdings Limited(TGH)

Advisors' Opinion:

• [By Stephan Byrd]

  Textainer Group (NYSE: TGH) is one of 17 public companies in the “Equipment rental & leasing, not elsewhere classified” industry, but how does it compare to its competitors? We will compare Textainer Group to related businesses based on the strength of its dividends, analyst recommendations, earnings, institutional ownership, profitability, risk and valuation.

• [By Stephan Byrd]

  Massachusetts Financial Services Co. MA lowered its position in Textainer Group Holdings (NYSE:TGH) by 3.0% in the first quarter, HoldingsChannel.com reports. The fund owned 510,850 shares of the transportation company’s stock after selling 16,067 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Textainer Group were worth $8,659,000 at the end of the most recent reporting period.

• [By Matthew DiLallo]

  Last year was one that investors in Textainer Group Holdings (NYSE:TGH) will likely remember fondly as the container leasing company's stock rocketed an eye-popping 188%. This year, however, has been a different story as shares are down nearly 30% since the beginning of the year, and more than 40% off their high. That sell-off might have investors wondering if now's a good time to buy.

• [By Reuben Gregg Brewer]

  Although Textainer Group Holdings Limited (NYSE:TGH) and Teekay Corporation (NYSE:TK) are both focused on the shipping industry, they go about it in vastly different ways. Both companies were hit hard by industry downturns, but Textainer started to see a notable improvement in its container business in 2017. Teekay's collection of ship-owning businesses in the energy sector, on the other hand, continued to struggle overall -- but signs seem to point to an upturn this year. Which one is the better buy today?