Hot Shipping Companies To Buy For 2014

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Universal Display (NASDAQ: PANL  ) got crushed today by as much as 17% after the OLED specialist reported earnings.

So what: Revenue in the first quarter was $15 million, which translated into a net loss of $4.8 million, or $0.10 per share. Both figures either met or beat consensus estimates, which were perched at $14.4 million in revenue and a $0.10-per-share loss. However, investors may have been rattled by margin concerns.

Now what: Universal Display has begun shipping green emitter and host materials, which led to a big jump in commercial material revenues. The challenge was that gross margins on material sales declined from 90% to 76%. Host materials comprised a higher mix at 29% of material sales, which carry lower margins than emitters. Red emitter sales decreased due to cumulative volume discounts, and Universal Display also cited increased raw material costs. Iridium chloride is used in all of the company's emitters, which saw prices go up during the quarter. Fiscal 2013 revenue is expected in the range of $110 million to $125 million, unchanged from the forecast provided last quarter.

Hot Shipping Companies To Buy For 2014: Digi International Inc.(DGII)

Digi International Inc. engages in the provision of machine to machine networking products and solutions to connect, monitor, and control of local or remote physical assets by electronic means. It offers a range of embedded products, including modules, single board computers, chips, satellite communication devices, and software and development tools; and non embedded products comprising cellular products, serial servers, console servers, universal serial bus connected products, serial cards, and wireless communication adaptors. The company also provides wireless product design and development services to provide wireless networking products. In addition, it offers iDigi, a cloud-based Internet platform to connect enterprise applications to remote electronic devices. The company sells its products through a network of distributors, systems integrators, and value added resellers for a range of businesses and institutions, as well as to original equipment manufacturers primar ily in North America, Europe, the Middle East, Africa, Asia, and Latin America. It has strategic alliances with VMware, Ember, Freescale, Qualcomm, Ericsson, Itron, AT&T, Sprint, Verizon, Bell Mobility, and Rogers. The company was founded in 1985 and is headquartered in Minnetonka, Minnesota.

Hot Shipping Companies To Buy For 2014: Mercer International Inc.(MERC)

Mercer International Inc., together with its subsidiaries, manufactures and sells pulp produced from wood chips and pulp logs. The company offers northern bleached softwood kraft (NBSK) pulp and market pulp. Mercer International sells its products primarily in Europe, Asia, and North America. The company was founded in 1968 and is based in Vancouver, Canada.

Top 5 Computer Hardware Companies To Buy For 2014: Tuesday Morning Corp.(TUES)

Tuesday Morning Corporation engages in the retail sale of decorative home accessories, housewares, and gifts in the United States. The company?s merchandise primarily consists of lamps, rugs, furniture, kitchen accessories, small electronics, gourmet housewares, linens, luggage, bedroom and bathroom accessories, toys, stationary, and silk plants, as well as crystal, collectibles, and silver serving pieces. It also offers apparel and accessories. In addition, the company provides brand name merchandise, including cookware, appliances, linens, bath towels, luggage, flatware, tabletop, crystal, collectibles, dolls, china and giftware, and rugs. As of September 21, 2011, it operated 861 discount retail stores in 43 states. The company was founded in 1974 and is headquartered in Dallas, Texas.

Hot Shipping Companies To Buy For 2014: RGC Resources Inc.(RGCO)

RGC Resources, Inc., through its subsidiaries, engages in the distribution of natural gas in Virginia. It is primarily involved in the regulated sale and distribution of natural gas to residential, commercial, and large industrial and transportation customers through underground mains and service lines in Roanoke, Virginia, and the surrounding localities. The company also provides non-regulated services. In addition, it offers information technology consulting services, as well as utility and regulatory consulting services to other utilities. The company operates approximately 1,045 miles of transmission and distribution pipeline; owns and operates eight metering stations; and a liquefied natural gas storage facility located in Botetourt County. RGC Resources, Inc. was founded in 1912 and is based in Roanoke, Virginia.

Advisors' Opinion:

• [By Smith]

  RGC is a natural-gas utility serving roughly 57,000 customers across Virginia through operating subsidiaries that include Roanoke Gas Co., Diversified Energy Co. and RGC Ventures of Virginia. This steady performer has been paying dividends for more than 60 years.

  RGC's earnings rose 3% from one year earlier to $4.65 million, or $1.01 per share in the fiscal year ended Sept.30 . This was mainly the result of increased natural-gas deliveries to industrial customers and a recent service rate increase.

  In late November, RGC raised the dividend by 3% to a $0.70 annual rate. The new dividend rate will be paid on Feb.1, 2012, to shareholders of record on Jan.16, 2012.

Hot Shipping Companies To Buy For 2014: Analog Devices Inc (ADI.O)

Analog Devices, Inc. (Analog Devices), incorporated on January 18, 1965, is engaged in the design, manufacture and marketing of a range of analog, mixed-signal and digital signal processing integrated circuits (ICs). The Company produces a range of products, including data converters, amplifiers and linear products, radio frequency (RF) ICs, power management products, sensors based on micro-electro mechanical systems (MEMS) technology and other sensors, and processing products, including DSP and other processors, which are designed to meet the needs of a base of customers. The Company's products are embedded inside many different types of electronic equipment, including industrial process control systems; instrumentation and measurement systems; wireless infrastructure equipment, and aerospace and defense electronics. The Company designs , manufactures and markets a range of ICs, which incorporate analog, mixed-signal and digital signal processing technologies. The Comp any's product portfolio includes both general-purpose products used by a range of customers and applications, as well as application-specific products. On March 30, 2012, the Company acquired Multigig, Inc.

Analog Products

The Company's product portfolio includes several thousand analog ICs. The Company's analog IC customers include original equipment manufacturers (OEMs) and customers who build electronic subsystems for integration into larger systems. The Company is a supplier of data converter products. Data converters translate real-world analog signals into digital data and also translate digital data into analog signals. The Company is also a supplier of amplifiers. Amplifiers are used to condition analog signals. The Company provides precision, instrumentation, intermediate frequency/radio frequency (RF), broadband, and other amplifiers. The Company also offers a range of precision voltage references, which are used in a range of application s. The Company's analog product line also includes a range! p! ortfolio of RF ICs covering the RF signal chain, from RF function blocks, such as phase locked loops, frequency synthesizers, mixers, modulators, demodulators, and power detectors, to broadband and short-range single chip transceiver solutions.

The Company's RF ICs support the requirements of cellular infrastructure and a range of applications in the Company's target markets. Also within the Company's analog technology portfolio are products, which are based on MEMS technology. This technology enables the Company to build small sensors, which incorporate an electromechanical structure and the supporting analog circuitry for conditioning signals obtained from the sensing element. The Company's MEMS product portfolio includes accelerometers used to sense acceleration, gyroscopes used to sense rotation, inertial measurement units used to sense multiple degrees of freedom combining multiple sensing types along multiple axis, and MEMS microphones used to sense audio . The Company's current revenue from MEMS products is derived from the automotive end market. In addition to the Company's MEMS products, its other analog product category includes isolators. The Company's isolators have been designed for applications, such as universal serial bus isolation in patient monitors, where it allows hospitals and physicians to adopt the advances in computer technology to supervise patient health and wirelessly transmit medical records. In smart metering applications, the Company's isolators provide electrostatic discharge performance. In satellites, where any malfunction can be catastrophic, the Company's isolators help protect the power system while enabling designers to achieve small form factors. Power management & reference products make up the balance of the Company's analog sales. Those products, which include functions such as power conversion, driver monitoring, sequencing and energy management, are developed to complement analog signal ch ain components across core market segments from micro ! power,! e! nergy-s! ensitive battery applications to power systems in infrastructure and industrial applications.

Digital Signal Processing Products

Digital Signal Processing products (DSPs) complete the Company's product portfolio. DSPs are optimized for numeric calculations, which are essential for instantaneous, or real-time, processing of digital data generated, from analog to digital signal conversion. The Company's DSPs are designed to be fully programmable and to execute specialized software programs, or algorithms, associated with processing digitized real-time, real-world data. Programmable DSPs are designed to provide the flexibility to modify the device's function using software. The Company's DSP IC customers write their own algorithms using software development tools provided by the Company and third-party suppliers. The Company's DSPs are designed in families of products, which share common architectures and therefore can execute the same software across a range of products. The Company's customers use the Company's products to solve a range of signal processing challenges across its core market and segment focus areas within the industrial, automotive, consumer and communications end markets. As an integrated part of the Company's customers' signal chain, there are other Analog Devices products connected to its processors, including converters, audio and video codecs and power management solutions.

The Company competes with Broadcom Corporation, Maxim Integrated Products, Inc., Cirrus Logic, Inc., Microchip Technology, Inc., Freescale Semiconductor, Inc., NXP Semiconductors, Infineon Technologies, ST Microelectronics, Intersil Corporation, Silicon Laboratories, Inc., Knowles Electronics, Texas Instruments, Inc. and Linear Technology Corporation.

Hot Shipping Companies To Buy For 2014: ANSYS Inc (ANSS)

ANSYS, Inc. (ANSYS) develops and globally markets engineering simulation software and services used by engineers, designers, researchers and students across a range of industries and academia, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. The Company distributes its ANSYS suite of simulation technologies through a global network of independent resellers and distributors (collectively, channel partners) and direct sales offices in global locations. The Company�� product portfolio consists of ANSYS Workbench, multiphysics product, structural mechanics, fluid dynamics, explicit dynamics, electromagnetic, system simulation, simulation process and data management, academic, high-performance computing (HPC), geometry interfaces, meshing and Apache design low-power electronic solutions. On August 1, 2011, the Company acquired Apache Design, Inc.

ANSYS Workbench

ANSYS Workbench is the framework upon which the Company�� suite of advanced engineering simulation technologies is built. The ANSYS Workbench platform delivers productivity, enabling Simulation Driven Product Development.

Multiphysics

The Company�� multiphysics product suite allows engineers and designers to create virtual prototypes of their designs operating under multiphysics conditions. ANSYS multiphysics software enables engineers and scientists to simulate the interactions between structural mechanics, heat transfer, fluid flow and electromagnetics all within a single, engineering simulation environment.

Structural Mechanics

The Company�� structural mechanics product suite offers simulation tools for product design. These tools have capabilities that cover a range of analysis types, elements, contacts, materials, equation solvers and coupled physics capabilities all focused towards understanding and solving complex design problems.

Fluid Dynamics

The Company�� fluid dynamics product suit! e offers modeling of fluid flow and other related physical phenomena. Fluid flow analysis capabilities provide all the tools needed to design new fluids equipment and to troubleshoot already existing installations. The fluid dynamics product suite contains general-purpose computational fluid dynamics software and specialized products to address specific industry applications.

Explicit Dynamics

The Company�� explicit dynamics product suite simulates events involving short-duration, large-strain, large-deformation, fracture, complete material failure or structural problems with complex interactions. This product suite is used for simulating physical events that occur in a short period of time and may result in material damage or failure.

Electromagnetics

The Company�� electromagnetics product suite provides field simulation software for designing high-performance electronic and electromechanical products. The software streamlines the design process and predicts performance - all prior to building a prototype - of mobile communication and Internet-access devices, broadband networking components and systems, integrated circuits (IC) and printed circuit boards (PCB), as well as electromechanical systems such as automotive components and power electronics equipment.

System Simulation

The Company delivers the ability to perform complete simulation studies as a system for some of the product designs. This is accomplished through a complete set of physics solutions that are integrated into a multiphysics capabilities set. A collaborative simulation environment provides modeling scalability for evaluating entire systems, including three dimensional (3-D) high-fidelity models, multibody dynamics, circuit reduced-order models, and any combination of these.

Simulation Process and Data Management

ANSYS Engineering Knowledge Manager (ANSYS EKM) is a solution for simulation-based process and data management. ANSY! S EKM pro! vides solutions to all levels of a company, enabling an organization to address the issues associated with simulation data, including backup and archival, traceability and audit trail, process automation and intellectual property protection.

Academic

The Company�� academic product suite provides a portfolio of academic products based on several usage tiers: associate, research and teaching. Each tier includes various noncommercial products that bundle a range of physics and advanced coupled field solver capabilities. The academic product suite provides entry-level tools intended for class demonstrations and hands-on instruction. It provides flexible terms of use and more complex analysis suitable for doctoral and post-doctoral research projects. The Company also provides a product suitable for student use at home.

High-Performance Computing

The Company�� HPC product suite enables insight into product performance. The HPC product suite delivers cross-physics parallel processing capabilities for the full spectrum of the Company�� simulation software by supporting structural, fluids, thermal and electromagnetic simulations in a single HPC solution.

Geometry Interfaces

The Company offers geometry handling solutions for engineering simulation in an integrated environment with direct interfaces to all CAD systems, support of additional readers and translators. It also offers an integrated geometry modeler focused on analysis.

Meshing

Creating a mesh that transforms a physical model into a mathematical model is a critical and foundational step in almost every engineering simulation study. The Company�� meshing technology provides a means to balance these requirements, obtaining the right mesh for each simulation in the most automated way possible.

Apache Design Low-Power Electronic Solutions

The Company�� suite of Apache software delivers power analysis and optimization pl! atforms a! long with integrated methodologies that provide capabilities for managing the power budget, power delivery integrity, and power-induced noise in an electronic design, from initial prototyping to system sign-off. These solutions deliver correlation to silicon measurement, and the capacity to handle an entire electronic system, including IC, package, and PCB.