Top 5 Information Technology Companies To Own In Right Now

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 information technology outsourcing and service provider Computer Sciences (NYSE: CSC  ) dipped as much as 12% after the company reported mixed fourth-quarter results.

So what: Computer Sciences CEO Mike Lawrie commented that his company's transition away from infrastructure sales toward industry software and service sales will be better for the long run, but that this transition could hurt revenue in the interim. Not surprisingly, revenue fell 7% from the previous year -- to $3.7 billion -- which was shy of the $3.8 billion that Wall Street had been expecting. On the bright side, adjusted EPS came in at $1.27 compared to the $1 the Street had estimated, and the company upped its EPS forecast to a range of $3.30-$3.50.

Top 5 Information Technology Companies To Own In Right Now: Allied Healthcare Products Inc.(AHPI)

Allied Healthcare Products, Inc. engages in the manufacture and marketing of respiratory care products, medical gas equipment, and emergency medical products. The company?s respiratory care product line includes respiratory care/anesthesia products comprising air compressors, calibration equipment, humidifiers, croup tents, equipment dryers, and respiratory disposable products; and home respiratory care products, such as aluminum oxygen cylinders, oxygen regulators, pneumatic nebulizers, and portable suction equipment. Its medical gas equipment product line comprises construction products, including in-wall medical gas system components, central station pumps and compressors, and headwalls; regulation devices and suction equipment consisting of flowmeters, vacuum regulators, and pressure regulators, as well as related adapters, fittings, and hoses that measure, regulate, monitor, and transfer medical gases to patients in hospital rooms, operating theaters, or intensive ca re areas; and disposable cylinders that provide oxygen for short periods of time in emergency situations. The company?s emergency medical products portfolio comprises respiratory/resuscitation products, including resuscitation valves, portable resuscitation systems, bag masks and related products, emergency transport ventilators, precision oxygen regulators, minilators, multilators, and humidifiers; and trauma and patient handling products, which consists of spine immobilization products, pneumatic anti-shock garments, and trauma burn kits. Allied Healthcare sells its products primarily to hospitals, hospital equipment dealers, hospital construction contractors, home health care dealers, and emergency medical products dealers through sales professionals and distributors. It operates in Canada, Mexico, Central and South America, Europe, the Middle East, and the Far East. Allied Healthcare Products, Inc. was founded in 1979 and is headquartered in St. Louis, Missouri.

Top 5 Information Technology Companies To Own In Right Now: Village Roadshow Ltd(VRL.AX)

Village Roadshow Limited operates as an entertainment and media company primarily in Australia, New Zealand, Singapore, and the United States. It operates theme park and water park, and cinema exhibition, as well as involves in film, DVD, and video distribution activities. The company owns cinema circuit of approximately 680 screens in 70 separate sites. It also distributes theatrical movies to cinema, video, DVD, pay television, and free to air television, as well as DVDs to retail and rental chains. In addition, the company involves in licensing, promoting, and marketing Australian recording artists. Village Roadshow Limited was founded in 1954 and is based in South Yarra, Australia.

Top Construction Material Stocks To Own For 2014: Coffee Holding Co. Inc.(JVA)

Coffee Holding Co., Inc. engages in manufacturing, roasting, packaging, marketing, and distributing roasted and blended coffees in the United States and Canada. The company offers three categories of products: wholesale green coffee, private label coffee, and branded coffee. The wholesale green coffee product category consists of unroasted raw beans imported from worldwide that are sold to roasters and coffee shop operators in approximately 90 varieties. The private label coffee product category includes coffee roasted, blended, packaged, and sold under the specifications and names of others. As of October 31, 2010, the company supplied private label coffee under approximately 34 different labels to wholesalers and retailers in cans, brick packages, and instants in various sizes. The branded coffee product category comprises coffee roasted and blended to the company's own specifications and offered under its seven brand names in various segments of the market. The company also offers other products, including trial-sized mini-brick coffee packages; specialty instant coffees; instant cappuccinos and hot chocolates; and tea line products. Its coffee brands include Cafe Caribe, S&W, Cafe Supremo, Don Manuel, Fifth Avenue, Via Roma, IL CLASSICO, and Entenmann. Coffee Holding Co., Inc. markets its private label and wholesale coffee through trade shows, industry publications, face-to-face contacts, internal sales force, and non-exclusive independent food and beverage sales brokers, as well as through its Web site, coffeeholding.com. The company was founded in 1971 and is headquartered in Staten Island, New York.

Top 5 Information Technology Companies To Own In Right Now: FutureFuel Corp. (FF)

FutureFuel Corp., through its subsidiary, FutureFuel Chemical Company, engages in the manufacture and sale of specialty chemicals and bio-based products primarily in the United States. The company operates in two segments, Chemicals and Biofuels. The Chemicals segment provides custom chemical manufacturing services for specific customers, such as bleach activators for detergent and consumer products manufacturers; proprietary herbicide and intermediates for life sciences companies; agrochemicals; and industrial and consumer products, such as cosmetics and personal care products, ink colorants, adhesion promoters, polymer additives, polymer and specialty dyes, specialty polymers, photographic and imaging chemicals, and food additives. This segment also manufactures and sells a range of performance chemicals, including a family of polymer (nylon) modifiers and small-volume specialty chemicals for various applications; a family of acetal-based solvents, consisting of diethoxy methane, dimethoxymethane, dibutoxymethane, and glycerol formal; and phenol sulfonic acid that build on sulfonations technology. Its chemical products are used in various markets and end uses, including detergents, agrochemicals, automotive, photographic imaging, coatings, nutrition, and polymer additives. The Biofuels segment produces and sells biodiesel, as well as petrodiesel in blends with or without biodiesel. This segment also operates a granary in central Arkansas that involves in the purchase and sale of agricultural commodities, primarily soybeans, rice, and corn. This segment markets its biodiesel products by truck and rail directly to customers. FutureFuel Corp. was formerly known as Viceroy Acquisition Corporation and changed its name to FutureFuel Corp. in 2006. FutureFuel Corp. was incorporated in 2005 and is based in St. Louis, Missouri.

Top 5 Information Technology Companies To Own In Right Now: Fiserv Inc.(FISV)

Fiserv, Inc. and its subsidiaries provide various financial services technology solutions. Its solutions include electronic commerce systems and services, such as transaction processing, electronic bill payment and presentment, business process outsourcing, document distribution services, and software and systems solutions. The company operates in two segments, Payments and Industry Products, and Financial Institution Services. The Payments and Industry Products segment provides electronic bill payment and presentment services, and debit and other card-based payment products and services to meet the electronic transaction processing needs of the financial services industry. It also offers Internet banking, investment account processing services for separately managed accounts, card and print personalization services, and fraud and risk management products and services. The Financial Institution Services segment provides account processing services, item processing services , loan origination and servicing products, cash management and consulting services, and other products and services that support various types of financial transactions. The company serves banks, thrifts, credit unions, investment management firms, leasing and finance companies, retailers, merchants, and government agencies. It has operations in the United States, Argentina, Australia, Canada, China, Colombia, Costa Rica, France, India, Indonesia, Luxembourg, Malaysia, Mexico, the Netherlands, the Philippines, Puerto Rico, Poland, Singapore, and the United Kingdom. Fiserv, Inc. was founded in 1984 and is headquartered in Brookfield, Wisconsin.

Advisors' Opinion:

• [By Conrad]

  Starting in Q3 2010, he started selling his entire stake with 489,200 shares at an average price of $50.24, and subsequently with 3,910,800 shares at an average price of $56.40.

  In 2010, revenues crept up by 1.37% to $4.13 billion, and GAAP EPS rose by 6.86% to $3.27. The EBT margin also improved to 19.19% from 18.00%. With a net margin of 12.0%, FISV is not only profitable but is more profitable than the IT Services industry median. The next earnings release is on April 27. For Q1 2011, analysts estimate FISV will earn $1.04 per share, an increase of 29.73% over Q1 2010, and generate revenues of $1.0 billion, an increase of 1.47% over Q1 2010.

  We remain confident that that Fiserv will grow revenue in the mid single digits, and that transaction volumes will increase as the global economy picks up. We place a price target of $68.50, which gives FISV shares room to run up 10%. More risk averse investors should consider buying this.

  Fiserv is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Fiserv is ranked # 1 on the FinTech 100 survey of top technology partners to the financial services industry.