Technology continues to be a top sector to buy at the major Wall Street firms that we cover at 24/7 Wall Street. One of the top areas that could show strong upside this year is the applied and emerging technology subsector. While many of the names are well known, and leaders in their respective categories, they often seem to be overshadowed by the mega-cap technology names.
In a new report from J.P. Morgan, the analysts focus on the stocks that have groundbreaking technology and applications. These are companies that may have the ability to grow earnings and margins far faster than some of their mega-cap brethren. They are also the companies that some of the huge players may have their eye on. Here are some of the top applied and emerging technology stocks to buy at J.P. Morgan with strong upside potential.
Cubic Corp. (NYSE: CUB) makes the list at J.P. Morgan. It has three major business segments. Cubic Transportation Systems is a leading integrator of payment and information technology and services for intelligent travel solutions. Cubic Defense Systems is a leading provider of realistic combat training systems and secure communications. Mission Support Services is a leading provider of training, operations, maintenance, technical and other support services for the United States and allied nations. Investors are paid a small 0.5% dividend. The J.P. Morgan price target is $57. The Thomson/First Call estimate is $56.20. The stock closed Tuesday at $52.51.
Top European Companies To Own For 2015: Spirit Aerosystems Holdings Inc.(SPR)
Spirit AeroSystems Holdings, Inc., through its subsidiaries, designs and manufactures commercial aerostructures worldwide. It operates in three segments: Fuselage Systems, Propulsion Systems, and Wing Systems. The Fuselage Systems segment develops, produces, and markets forward, mid, and rear fuselage sections and systems primarily to aircraft original equipment manufacturers (OEMs), as well as offers related spares, and maintenance, repair, and overhaul (MRO) services. This segment also offers rotorcraft comprising forward cockpit and cabin for military aircrafts. The Propulsion Systems segment engages in the development, production, and marketing of struts/pylons; nacelles, including thrust reversers; and related engine structural components primarily to aircraft or engine OEMs, as well as provides related spares and MRO services. The Wing Systems segment develops, produces, and markets wings and wing components comprising flight control surfaces and other miscellaneous structural parts primarily to aircraft OEMs, as well as offers related spares and MRO services. This segment is also involved in designing, engineering, and manufacturing structural components for military aircrafts, including low observables that are radar absorbent and translucent materials; and radome new builds and refurbishment. It also provides other military services, such as fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training. Spirit AeroSystems Holdings, Inc. serves large commercial airplanes, business and regional jets, and military/helicopter sectors of the aerostructures industry. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. is headquartered in Wichita, Kansas.
Advisors' Opinion:- [By Ben Levisohn]
Shares of Textron have gained 1.2% to $36.63 at 1:09 p.m., while Embraer (ERJ) has risen 0.5% to $32.30, Triumph Group (TGI) has advanced 0.2% to $75.73 and Spirit AeroSystems (SPR) is off 0.8% at $33.90.
Top Defense Stocks To Own For 2014: Thales SA (HO)
Thales SA is a France-based provider of integrated solutions and equipment of security systems primarily to the aerospace and defense markets. The Company operates in numerous countries through its divisions, including Aerospace, specialized in onboard equipment, electronics and systems for the civil and military markets; Space, offering solutions combining space and terrestrial technologies; Defence, which designs and delivers systems for all four environments: air, land, sea and space; Security, which offer the emergence of new types of threats from terrorism and organized crime to drug trafficking, mass immigration and cyber attacks; and Transportation, which offers a range of railways signaling solutions and integrated transportation systems, to ensure safe and secure transportation of operators, freight and passengers. In November 2013, it acquired XPI Simulation Ltd. In February 2014, it created a new business line called Critical Information Systems and Cybersecurity. Advisors' Opinion:- [By USATODAY 8 a.m. EST February 15]
Alex Pettyfer about to take the wheel of the Maserati Gran Turismo for a joyride with co-star Dayo Okeniyi.(Photo: HO)
Pettyfer and Okeniyi's character end up joyriding in the car along with Gabriella Wilde, who plays the rich girl falling in love with Pettyfer.
Top Defense Stocks To Own For 2014: Bombardier Inc (BDRAF)
Bombardier, Inc. is a Canada-based aerospace and transportation company. The Company operates in two segments: aerospace and rail transportation. The aerospace segment is structured by market segment (business aircraft, commercial aircraft and services), which is reflective of its organizational structure. The transportation segment is structured by market segment (rolling stock, services, system and signalling), which is reflective of its organizational structure, and by geographic region (Europe, North America, Asia-Pacific and Rest of world). As of December 31, 2012, the Company had 80 production and engineering sites in 26 countries, and a worldwide network of service centre. In May 2012, it launched the Learjet 70 and Learjet 75 aircraft programs. In October 2013, the Company announced that it has opened Bombardier's new wing manufacturing and assembly facility in Belfast. In December 2013, the Company sold Flexjet's activities to Flexjet, LLC. Advisors' Opinion:- [By Adam Levine-Weinberg]
Yet there is a fourth major competitor in the commercial aircraft market -- Bombardier (NASDAQOTH: BDRAF ) -- and it has its own advanced-technology airplane. The company's CSeries plane is expected to make its first flight as early as this week. Yet the CSeries put up a goose egg at the Paris Air Show, failing to notch a single order. While Bombardier has nearly 200 firm orders for the CSeries, the company will rapidly burn through that backlog once it starts CSeries mass production.
Top Defense Stocks To Own For 2014: AvWorks Aviation Corp (SPLI)
AvWorks Aviation Corp., formerly Datamill Media Corp., incorporated on January 15, 1990, and its wholly owned subsidiary, Young Aviation, LLC (Young Aviation) operate as a diversified broker and supplier of parts and services to the worldwide aviation and aerospace markets. The Company services a broad range of clients such as aircraft leasing companies, major airlines, repair stations, fixed-base operators, leasing companies and aftermarket suppliers. The Company was a management consulting firm that planned to educate and assist small businesses to improve their management, corporate governance, regulatory compliance and other business processes, with a focus on capital market participation.
On October 3, 2011, the Company acquired 100% interests in Young Aviation. Young Aviation is a diversified broker and supplier of parts, components and products to the general aviation and aerospace markets of the United States, Europe and Asia. Young Aviation services a range of clients, such as aircraft leasing companies, major airlines, repair stations, fixed-base operators, leasing companies and after market suppliers.In December 2011, the Company announced the purchase and salvage of a Lear Jet 24 from a private owner. On June 22, 2011, Datamill Media Sub Corp. was organized as a wholly owned subsidiary of Datamill Media Corp. The principal business of this subsidiary was to act as a merger vehicle for the pending merger with M3X Media, Inc. On August 12, 2011, the Company terminated the Merger Agreement with M3X Media, Inc.
Advisors' Opinion:- [By James E. Brumley]
It's a rarity that I reiterate an idea I've previously opined... particularly one that I only published just a couple of days earlier. The fact that I'm going to do so with AvWorks Aviation Corp. (OTCMKTS:SPLI) - perhaps better known to some as Vapor Group - should tell you how important it is to re-convey the message. Here goes...
- [By James E. Brumley]
It's admittedly scary to try and catch a falling knife, but sometimes it's worth the risk. Case in point? AvWorks Aviation Corp. (OTCMKTS:SPLI) .... better known as Vapor Group. Without knowing more about the stock, the sheer fact that SPLI has fallen nearly 90% since March 26th - with about a third of that coming today alone - the stock would be best left avoided by nearly any trader. For the small group of savvy traders that know the tell-tale signs and know how the market really works, however, AvWorks Aviation, or Vapor Group, may be in a prime buying situation today.... yes, even in the midst of this bloodbath.
Top Defense Stocks To Own For 2014: Exelis Inc (XLS)
Exelis Inc. (Exelis), incorporated on May 4, 2011, is engaged in Command, Control, Communications, Computers, Intelligence, Surveillance and Reconnaissance (C4ISR) related products and systems and information and technical services, which the Company supplies to military, government and commercial customers in the United States and globally. The Company's customers include the United States Department of Defense (DoD), including the United States Army, Navy, Marines and Air Force, and its prime contractors, the United States Government intelligence agencies, National Aeronautics and Space Administration (NASA), Federal Aviation Administration (FAA), allied foreign governments and domestic and foreign commercial customers. As a prime contractor, subcontractor, or preferred supplier, the Company participates in many high priority defense and non-defense programs in the United States. In January 2013, it acquired C4i Pty. Ltd. In February 2014, Exelis, Inc purchased FareSight, ARC's Web-based tool for corporate air travel optimization.
The Company operates in two segments: C4ISR Electronics and Systems, and Information and Technical Services. The Company's C4ISR Electronics and Systems segment provides communications, electronic warfare, imaging and image-processing, radar and sonar systems, space systems, and aerostructures for government and commercial customers globally. The Company's Information and Technical Services segment provides a range of systems integration, network design and development, cyber, intelligence, operations, sustainment, advanced engineering, logistics, space launch and range-support solutions for a range of the United States military and government agency customers. The Company has successfully completed and integrated several acquisitions over the last five years, which has broadened its product and technology portfolio and expanded its customer base.
C4ISR Electronics and Systems
Integrated Electronic Warfare Systems (IEWS) is a Electro! nic Warfare Countermeasures (ECM) and engaged in space microelectronics, mine-defense solutions and antennas. IEWS develops, produces and sells electronic warfare solutions to DoD services, classified customers and to allied nations. IEWS is a key player on platforms, such as the strike fighter, the F-18, and Special Operations Forces (SOF) MH-60s and MH-47, and also holds electronic warfare positions on the B-1B, B-52, CV-22, C-130 and F-16 (International) platforms. The Company is a provider of mechanical and combined influences mine sweeping devices to the United States Navy. IEWS is engaged in Airborne Electronic Attack (AEA), fielding systems on the B-1, B-52, F-16, F-18, SOF C-130s and the EA-6B. Communication Systems and Force Protection Systems (CFPS) is a engaged in the design and manufacture of radio frequency (RF)-based systems. The business has fielded more than 25,000 CREW Vehicle Receiver/Jammer (CVRJ) systems, in use by the United States Army, Marine Corps, Navy and Air Force. The Company also specializes in tactical, satellite, wireless and special mission communications systems; information assurance and cryptographic systems; Global Positioning Systems (GPS); mobile ad hoc networking (MANET) solutions, and integrated C3 solutions for the United States and allied forces, as well as many government agencies. Products include SINCGARS, deployed military tactical radio program globally with more than 650,000 units in use in more than 35 countries. CFPS is also the developer of the Soldier Radio Waveform (SRW).
The Company's Night Vision and Imaging business is a engaged in image intensification, sensor fusion and digital night vision technology, integrated power and sensing devices, and decision support software and services solutions, which manage, exploit, analyze, visualize, interpret, and disseminate image related data. The Company is a developer, producer, and supplier of Generation 3 images intensification technology for the United States and allied military forces, as ! well as t! he federal homeland security market, and the Company is a producer of night vision products globally. The Company provides AN /PVS-14 and AN /PVS-7 ground night visions goggles and spare image intensifier tubes to the the United States military and allies, through foreign military sales, and the Company is a supplier to the United States military for the AN/AVS-6 and AN/AVS-9 aviation night visions goggle, which provides rotary- and fixed-wing pilots the ability to operate in extreme low-light situations. The Company is a supplier of the 2nd generation ENVG(O) system, the Spiral Enhanced Night Vision Goggle (SENVG), to the United States military. In addition the Company offers integrated software solutions, which scientists, defense and intelligence professionals, Geographic Information System users, researchers, and medical researches professionals use to turn complex data into useful information. The Company delivers streaming imagery and video data in an environment challenged by information overloads.
The Company's Intelligence, Surveillance and Reconnaissance (ISR) Systems business serves a range of government, civil and commercial customers with intelligence, surveillance and reconnaissance systems, provide actionable data, and protect property and human life. The Company's capabilities include remote sensing payloads for ground, air and space, offering active and motion imaging, which provide data processing, exploitation, and dissemination and system performance modeling and simulation. The Company also provides solutions, which map and monitors the earth for a range of commercial and governmental users. The Company's sensors provide the commercial resolution space-based imagery in the United States.
Radar, Reconnaissance and Acoustic Systems (R2A) provides radio frequency (RF) and acoustic surveillance sensors for both domestic and international defense customers, with a portfolio of related technology-based products in the commercial area. R2A's capabilities include d! efense su! rveillance radars, air traffic control radars, command and control, towed and hull mount sonars, tactical data links and airborne multifunction radars. The R2A business also provides electronic warfare and signal intelligence systems for reconnaissance and surveillance, with monitoring and signal processing systems and equipment for Electronic Intelligence (ELINT), Electronic Support Measures (ESM), Electronic Counter Measures (ECM) and Signals Intelligence (SIGINT) applications.
Integrated Structures (IS) is a designer and producer of aircraft-armament suspension and release equipment, weapons interface systems, and advanced composite structures and subsystems for military and commercial customers. IS is an advanced designers and manufacturers of lightweight advanced fiber-reinforced composite structures. The Company has supplied composites to aerospace prime contractors, including Boeing, Airbus, Lockheed Martin, Sikorsky and BAE Systems.
The Company's Positioning, Navigation and Timing (PNT) business is a total GPS navigation systems supplier providing GPS payload, receiver and control solutions. The next generation Global Positioning System Operational Control System (GPS OCX) provide command, control and mission support for current and future GPS satellites based on a modern, service-oriented architecture, which will integrate a government and industry open system standard. The Company is providing the key navigation processing elements and precision monitors station receivers during the current phase of the GPS OCX program, which includes advanced anti-jam capabilities, and system security, accuracy and reliability.
Information and Technical Services
The Company's Communication, Command and Control Systems (C3S) business provides systems engineering, lifecycle sustainment, logistic support, modernization, and operations and maintenance for the United States military launch, test and training ranges, NASA's Ground Communications Networks and ot! her the U! nited States Government assets globally. C3S supports complex mission requirements, which covers a spectrum of support, from facilities maintenance to reverse engineering of legacy systems. Key areas of support include system engineering, sustainment, logistics, depot maintenance, software engineering and configuration management for range instrumentation, such as tracking, telemetry, optical, weather, communications, and command & control networks and systems. The Company is a contractor on NASA's Space Communications Network Services (SCNS) contract for the Goddard Space Flight Center, which provides communications and tracking services for a range of Earth-orbiting spacecraft, such as the International Space Station. The Company operates, maintain, and sustain the communications networks and infrastructure, which supports deep space exploration missions, such as the Cassini mission to Saturn and the Mars Rovers. The Company is also the contractor for the Joint Spectrum Center's (JSC) Electromagnetic Spectrum Engineering Services contracts, where the Company provides engineering systems support, technical analysis, test support, and long-term strategic planning. C3S also provides payload processing and launch services for numerous government agencies. These systems and assets are critical to the launch range and space communications network infrastructures, including air, land and sea training range for the United States Navy, the United States Air Force space launch ranges on the United States East and West Coasts and NASA's space ground communications networks.
The Company's Advanced Information Systems business serves a range of federal customers in defense, intelligence and homeland security. The Company serves missions in military and national intelligence, deterrence and defenses against chemical, biological, radiological nuclear and explosive (CBRNE) threats, strategic programs and other core defense programs. The Company develops information-enabled solutions for the United States! Governme! nt customers.
Afghanistan Programs (AP) consists of two contracts with the United States Army Corps of Engineers to provide facilities operations, maintenance and training services for the Afghan National Security Forces (ANSF) and the Combined Security Transition Command in both Northern and Southern Afghanistan (ANSF Facilities Support programs). Under these two contracts, AP provides operations and maintenance support for more than 300 ANSF locations in Afghanistan, while simultaneously training Afghans to assume responsibility for the facilities at the completion of the contract. AP also supports the warfighter under the Logistics Civilian Augmentation Program (LOGCAP), which provides logistics and supply operations, airfield operations and transportation support to the United States warfighter and to the Afghanistan National Security Forces.
The Company provides the FAA with engineering expertise and full system solutions in the development and implementation of a modernized air traffics system. The Company's core program is the ADS-B system: the cornerstone program of the FAA's Next Generation Air Transportation System (NextGen) initiative to modernize from a ground-based system of air traffic control to a satellite-based system of air traffic management. As a contractor on ADS-B, the Company is designing, building and operating a nationwide system of radio communications, telecommunications networks, information technology and software to deliver accurate, networked, real-time surveillance data to the automated systems of the FAA. The Company is developing concepts under the Systems Engineering 2020 (SE2020) contract. The work spans all dimensions of a national effort to transform air traffic control, including ground systems, avionics, aircraft, air traffic control rules and procedures, human factors, safety and security, environmental processes and standards.
Middle East Programs (MEP) provides oversight and management for the Company's teams working in t! hat regio! n. The core capabilities of the MEP include logistics, vehicle maintenance and repair, facility and utilities maintenance and repair services, civil engineering, minor construction, transportation services, base operations, guard services, and emergency fire and life support services. MEP also maintains a range of equipment, from small arms to Patriot missiles, performing maintenance tasks both domestically and overseas. Logistics services also include transport of soldiers and equipment for combat operations. The Company's vehicle maintenance and repair contract is its Kuwait based Army Preposition Stock-5 (APS-5 Kuwait) contract.
The Communications and Information Systems (CYBER) business supports a range of the United States and Joint Forces military activities, as well as Federal civilian communications infrastructures globally, ranging from wideband satellite communications systems to network operations and management services. CYBER's capabilities include network management; mobile and fixed satellite communications operations and maintenance (SATCOM O&M); help desk support; switch, node and router support; database development; engineering; furnishing and installation of communications systems; information assurance of protected military networks, and field and depot level maintenance of communications equipment. As the prime contractor for the United States Army Network Command's Total Army Communications for Southwest Asia, central Asia and Africa program (TACSWACAA), CYBER maintains operational availability and information security for network resources in the battlefield network ever deployed. For the United States Southern Command, it operates and maintains tethered aerostats, which perform core drug interdiction and air sovereignty missions along the United States southern border. Communications support includes operations and maintenance for missions, such as the Defense Red Switch Network, which provides the President, Secretary of Defense, Joint Chiefs of Staff, combatant co! mmanders ! and various agencies with secure communications technology and systems.
The United States and Europe Programs is centered on logistics, base operations and infrastructure support to multiple military and governmental agencies in the United States and Europe. The business consists of supporting contracts with the United States Air Force and United States Army, including bases in the United States and Germany. The Company provides full spectrum base operating support, logistics, supply, maintenance and security to each of these installations. United States and Europe programs also focus on the nature of surface, rail and air transportation services, all life support services, as well as civil engineering and minor construction services.
The Company competes with Lockheed Martin Corporation, The Boeing Company, Raytheon Company, General Dynamics Corporation, L-3 Communications Corporation, SAIC Inc., Northrop Grumman Corporation, Harris Corporation, BAE Systems, Inc., Thales Group, EADS N.V., Finmeccanica S.p.A., DynCorp, KBR and Fluor.
Advisors' Opinion:- [By Rich Duprey]
Aerospace and defense technology specialist�Exelis (NYSE: XLS ) announced today its third-quarter dividend of $0.1033�per share, the same rate it's paid since it began making a quarterly payout in 2011.
Top Defense Stocks To Own For 2014: RELM Wireless Corp (RWC)
RELM Wireless Corporation (RELM) provides two-way radio communications equipment. RELM designs, manufactures and markets wireless communications products consisting of two-way land mobile radios, repeaters, base stations, and related components and subsystems. Two-way land mobile radios can be units that are hand-held (portable) or installed in vehicles (mobile). The Company's P-25 digital products and the Company's analog products function in the VHF (136 megahertz - 174 megahertz), UHF (380 megahertz - 470 megahertz, 450 megahertz - 520 megahertz) and 700-800 megahertz bands. The Company offers products under two brand names: BK Radio and RELM. BK Radio-branded products serve the government and public safety market and RELM-branded products serve the business and industrial market.
BK Radio-branded products consist of land-mobile radio equipment for professional radio users primarily in government and public safety applications. RELM's P-25 digital products are marketed under the BK Radio brand. RELM-branded products provide two-way communications for commercial and industrial concerns, such as hotels, construction firms, schools, and transportation services. The Company provides products to a range of customers, including emergency, public safety, homeland security and military customers of federal and state government agencies, as well as various commercial enterprises. The Company's two-way radio products are used in harsh and hazardous conditions.
The Company competes with Motorola Solutions, Inc.
Advisors' Opinion:- [By Roberto Pedone]
Relm Wireless (RWC) is engaged in the designing, manufacturing and marketing wireless communications products consisting of two-way land mobile radios, repeaters, base stations and related components and subsystems. This stock closed up 2.8% to $3.58 in Tuesday's trading session.
Tuesday's Range: $3.40-$3.58
52-Week Range: $1.42-$3.74
Tuesday's Volume: 106,000
Three-Month Average Volume: 74,659From a technical perspective, RWC trended higher here right above some near-term support levels at $3.20 to $3.10 with above-average volume. This stock has been uptrending for the last two months, with shares moving higher from its low of $2.62 to its intraday high of $3.58. During that move, shares of RWC have been making mostly higher lows and higher highs, which is bullish technical price action. That move is quickly pushing shares of RWC within range of triggering a major breakout trade. That trade will hit if RWC manages to take out its 52-week high at $3.74 with high volume.
Traders should now look for long-biased trades in RWC as long as it's trending above some near-term support levels at $3.20 or its 50-day at $3.10 and then once it sustains a move or close above $3.74 with volume that hits near or above 74,659 shares. If that breakout hits soon, then RWC will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $4.50 to $5.
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