Saturday, August 17, 2013

Best China Stocks 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 Radware (NASDAQ: RDWR  ) have fallen by as much as 24% after the company announced disappointing preliminary earnings for the first quarter.

So what: Revenue is expected to be $45 million, which is well below Radware's previous guidance of $48.5 million to $49.5 million. Analysts were expecting the company to report $49.2 million. Non-GAAP earnings per share should be approximately $0.30, leaving a lot to be desired compared to guidance of $0.40 to $0.43 per share in adjusted profits. The Street was modeling for $0.43 per share.

Now what: CEO Roy Zisapel said that sales in the U.S. market were strong, but weak performance in the Europe, Middle East, Africa, and China geographical segments dragged down overall results. Needham analyst Alex Henderson told Bloomberg that existing customers are taking longer to order for projects. Networking peer F5 Networks also posted preliminary earnings yesterday that were worse than expected, showing that the broader sector is facing headwinds.

Best China Stocks To Buy For 2014: Universal Travel Group(UTA)

Universal Travel Group, together with its subsidiaries, operates as a travel service provider offering air ticketing and hotel booking services, as well as domestic and international packaged tourism services via the Internet, customer representatives, and kiosks in the People?s Republic of China. It also provides technological solutions to travel reservations, and tour planning and tour guide services. In addition, the company operates TRIPEASY Kiosks, which are placed in hotels, office buildings, banks, shopping malls, and MTR stations for travel booking with credit cards or bank debit cards. Universal Travel Group is headquartered in Shenzhen, the People?s Republic of China.

Advisors' Opinion:
  • [By Louis Navellier]

    As China’s economy grows, the Chinese middle class has taken flight — literally. Providing the travel arrangements for this newfound class of Chinese travelers is Universal Travel Group (UTA).

    The company provides domestic and international airline ticketing services, along with cargo transportation agency services. But it’s not just flights that UTA helps citizens book. The company also provides hotel reservations, tour planning, ground transportation, railway and express delivery and air delivery services.

    UTA is the travel agency in China, and considering the shares have booked a 190% gain over the past 12 months, it certainly seems like the sky is the limit for UTA.

    I rate UTA an A, making it a strong buy.

Best China Stocks To Buy For 2014: iSoftStone Holdings Limited(ISS)

iSoftStone Holdings Limited provides various information technology (IT) services and solutions in the Greater China and internationally. It offers an integrated suite of IT services and solutions, including consulting and solution services, IT services, and business process outsourcing (BPO) services. The company provides a range of consulting services for an overall engagement or discrete consulting services in conjunction with other services. It also develops industry-specific solutions, including treasury management, cash management, property and casualty insurance core, financial holding company business analysis, trust company core, and banking risk management solutions for banking, financial services, and insurance industries; supply chain management, enterprise information portals, business intelligence, business process integration, and management and e-commerce solutions for energy, transportation, and public sectors; mobile and embedded technology, next generati on platforms, business intelligence functionality, and network security products for the communications industry. In addition, the company offers various IT services consisting of application development and maintenance, research and development, and infrastructure and software services. Further, it provides a range of BPO services, such as securities trade processing services for the investment banking industry; digitization and archiving of policyholder information, as well as account processing and customer service for insurance industry; and cross-industry BPO services comprising finance and accounting, customer care, and human resources. The company was founded in 2001 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Lowell]

    iSoftStone Holdings Limited Ame is an IT service provider operating an integrated service delivery platform for IT services and solutions in the Peoples' Republic of China. Isoftstone Holdings Ltd. has a market cap of $779.58 million; its shares were traded at around $15.38 with and P/S ratio of 3.96.

    Soros bought 510,345 shares of iSoftStone Holdings Ltd. in the first quarter of 2011, at an average share price of $19.28. The stock price has declined 12.38% year to date.

    The company operates a suite of IT services and solutions, including: IT services, which primarily includes application development and maintenance (ADM), as well as R&D services and infrastructure and software services; consulting and solutions; and business process outsourcing (BPO) services.

    iSoftStone’s first quarter 2011 revenues of $20.5 million, increased from $13.8 million in the same quarter 2010. Net income increased to $5.2 million from $788,000 in the same quarter 2010. The company’s operating expenses grew 30% from the first quarter 2010 due to in large part to a continuing investing in management capacity, sales force and marketing efforts to support top-line growth and research and development activities. Net revenues in each of its global markets, which comprise almost 45% of its business, increased as well. iSoftStone is affected by seasonal trends and its first quarter results are typically lower than other quarters.

    iSoftStone will be expanding into the public sector for the first time through a multi-million-dollar project they won in the first quarter. “We believe the contract gives us great entry point to grow our presence in the public sector,” the company said in a statement.

Hot Companies To Watch For 2014: U S Concrete Inc.(USCR)

U.S. Concrete, Inc. engages in the production and sale of ready-mixed concrete, precast concrete products, and concrete-related products for use in commercial, residential, and public works construction projects in the United States. It operates in two segments, Ready-Mixed Concrete and Concrete-Related Products, and Precast Concrete Products. The Ready-Mixed Concrete and Concrete-Related Products segment involves in the formulation, preparation, and delivery of ready-mixed concrete to customers? job sites; and the provision of various services that include the formulation of mixtures for specific design uses, on-site and lab-based product quality control, and customized delivery programs. This segment also engages in the mining and sale of aggregates, such as crushed stone aggregates, sand, and gravel; and the resale of building materials, including rebars, concrete blocks, wire mesh, color additives, curing compounds, grouts, wooden forms, concrete masonry, and tools. Th e Precast Concrete Products segment produces a range of precast concrete products for use in various architectural applications, including free-standing walls used for landscaping; soundproofing and security walls; panels used to clad a building facade; and storm water drainages. This segment also offers various finished products consisting of utility vaults, manholes, catch basins, highway barriers, curb inlets, pre-stressed bridge girders, concrete piles, and custom-designed architectural products. The company serves general contractors, concrete sub-contractors, design engineers, architects, governmental agencies, property owners and developers, and home builders principally in Texas, California, New Jersey, and New York. As of March 7, 2011, it had 102 fixed and 11 portable ready-mixed concrete plants, 7 precast concrete plants, and 7 aggregates facilities. U.S. Concrete, Inc. was founded in 1948 and is based in Houston, Texas.

Advisors' Opinion:
  • [By cnAnalyst]

    US Concrete Inc (NASDAQ:USCR) is the 9th best-performing stock last month in this segment of the market. It was up 65.22% for the past month. Its price percentage change was -79.12% year-to-date.

Best China Stocks To Buy For 2014: CNinsure Inc.(CISG)

CNinsure Inc., together with its subsidiaries, provides insurance brokerage and agency services, and insurance claims adjusting services in the People?s Republic of China. The company offers property, casualty, and life insurance products underwritten by domestic and foreign insurance companies operating in China. Its property and casualty insurance products include automobile, individual accident, commercial property, homeowner, cargo, hull, liability, and construction insurance; and life insurance products comprise individual whole life insurance, term life insurance, education annuity, and health insurance, as well as universal insurance and group life insurance. The company also offers insurance claims adjusting services, which include pre-underwriting survey, claims adjusting, disposal of residual value, loading and unloading supervision, and consulting services, as well as damage assessment, survey, authentication, and loss estimation to insurance companies and the i nsured; and value-added services to its customers in conjunction with distributing automobile insurance products. As of April 15, 2010, its distribution and service network consisted of 49 insurance agencies, 3 insurance brokerages, and 4 claims adjusting firms, with 571 sales and service outlets. The company was founded in 1998 and is headquartered in Guangzhou, the People?s Republic of China.

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