Best Communications Equipment Companies To Invest In Right Now

With shares of Intel (NASDAQ:INTC) trading around $23, is INTC an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:

T = Trends for a Stock’s Movement

Intel designs and manufactures integrated digital technology platforms, including microprocessors and chipsets. The company sells these platforms primarily to original equipment manufacturers, original design manufacturers, and industrial and communications equipment manufacturers in the computing and communications industries. Intel�� platforms are used in a range of applications such as personal computers, data centers, tablets, smartphones, automobiles, automated factory systems, and medical devices.

The company also develops and sells software and services primarily focused on security and technology integration. Microprocessors, chipsets, and software products and services are at the root of most technological progress. A bellwether and main provider like Intel will see rising demand and increased market share, as it is the only viable option for a growing consumer base and expanding companies worldwide.

Best Freight Stocks To Own For 2015: TomTom NV (TMOAF.PK)

TomTom NV is the Netherlands-based supplier of location and navigation products and services. The Company�� offer includes maps, speed cameras, portable navigation devices (PND), fleet management services (FMS), and smart phone applications. It consists of four customer-facing segments: Consumer, Automotive, Business Solutions and Licensing. The Consumer segment is engaged in the sale of PNDs, speed cameras, maps and other related navigation services to end customers. Automotive sells in-dash navigation solutions, speed cameras, grade maps and services to companies in automotive segment, as well as PNDs for fitness products. The Business solutions segment provides fleet management services and solutions, such as fleet trackers, to fleet owners. Licensing sells digital maps, mobile applications and other content to customers within multiple market segments. The Company operates in over 35 countries worldwide. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:

• [By Genesis Housing]

  Nokia's HERE division is worth E1bn assuming a similar market cap as TomTom (TMOAF.PK) but offers significant upside as maps become the next platform for e-commerce. Assuming Nokia's net cash position declines to E2bn at Q3 from E4.1bn in Q2 (given the E1.7bn NSN deal as well as incremental cash burn due to supporting product launches), the combined value of Nokia's Net Cash, HERE division and NSN division is in line with the current market cap of Nokia.

Best Communications Equipment Companies To Invest In Right Now: TomTom NV (OEM)

TomTom NV is a Netherlands-based supplier of location and navigation products and services. The Company�� structure consists of four customer facing business units, namely Consumer, Automotive, Business Solutions and Licensing. The first three business units provide targeted solutions for the Company�� customers, including private consumers, car manufacturers and fleet owners. Licensing sells its content and services to multiple customer groups including portable navigation devices (PNDs) and wireless companies, governments and enterprises. The Company�� business units embed 11 product units, such as digital maps, traffic intelligence, navigation software, PNDs, automotive systems, fleet management services (FMS), smart phone applications, sports watches, points of interest, location based services (LBS) and speedcam intelligence. As of December 31, 2011, the Company was active in 35 countries. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:

• [By ICRAOnline]

  In the previous three-month period (fourth quarter), revenue fell 4% year over year to $1.65 billion mainly on account of 33.7% drop in original equipment manufacturer (OEM) revenues and 0.8% decline in branded revenues. Product revenues dropped 8.4%, which was partially compensated by 8% improvement in service revenues.

• [By victorselva]

  In a macro view, revenues in the electronic equipment and instrument sub-industry will remain strong due to the rise in equipment and instrument manufacturers. Distributors, electronic manufacturing service (EMS) companies and original equipment manufacturers (OEM) are going to increase orders as the economy improves in the future. With this promising outlook, let's take a look at Gabelli麓s last trade and try to explain to investors the reasons of this appealing investment opportunity.

Best Communications Equipment Companies To Invest In Right Now: PositiveID Corp (PSID)

PositiveID Corporation (PositiveID), incorporated in November 2001, is engaged in developing, marketing and selling radio frequency identification (RFID), systems used for the identification of people in the healthcare market. PositiveID is focused on providing health and security identification tools to protect consumers and businesses, operating in two segments: HealthID and ID Security. The Company�� HealthID segment is focused on the development of four products, which includes the GlucoChip, iglucose, Easy Check and the rapid flu detection system. Its ID Security segment includes the identity security suite of products, sold through its NationalCreditReport.com brand and its Health Link personal health record (PHR) business. In July 2011, it completed the sale of substantially all of the assets of NationalCreditReport.com. On May 23, 2011, the Company acquired all of the interest of MicroFluidic Systems (MicroFluidic). In November 2013, the Company sold its interest in VeriTeQ Corporation (VeriTeQ).

HealthID Segment

PositiveID�� HealthID segment product GlucoChip is a glucose-sensing microchip is developed in conjunction with Receptors LLC (Receptors). Iglucose is a self-contained unit that automatically queries a diabetic user�� data-capable glucometer for blood glucose data and sends that data via encrypted text messaging to the iglucose online database. Easy Check is a non-invasive breath glucose detection system, based on the correlation of acetone in exhaled breath to blood glucose levels. The rapid flu detection system is also developed in conjunction with Receptors. The Company�� HealthID segment also includes the VeriMed system, which uses an implantable passive RFID microchip (the VeriChip) that is used in patient identification applications. Each implantable microchip contains a verification number that is read when it is scanned by its scanner.

ID Security Segment

PositiveID�� NationalCreditReport.com business offers consu! mers a range of identity security products and services primarily on a subscription basis. These services help consumers protect themselves against identity theft or fraud and understand and monitor their credit profiles and other personal information, which include credit reports, credit monitoring and credit scores. The Company has Health Link PHR business.

Healthcare Products

PositiveID�� Healthcare products include the GlucoChip, a product that combines a glucose-sensing microtransponder. The Company has partnered with Receptors to develop an in-vivo glucose sensor to detect glucose levels in the human body. In conjunction with Receptors, the Company has completed Phase I and Phase II development of the glucose-sensing microchip and are in Phase III development. The Easy Check breath glucose test, as of January 31, 2012 is under development, is a non-invasive glucose detection system that measures acetone levels in a patient�� exhaled breath. The iglucose system uses machine to machine technology to automatically communicate a diabetic�� glucose readings to the iglucose online database.

MicroFluidic Systems

MicroFluidic specializes in the production of automated instruments for a range of applications in the detection and processing of biological samples, ranging from rapid medical testing to airborne pathogen detection for homeland security. MicroFluidic�� substantial portfolio of related to sample preparation and rapid medical testing applications are the portfolio of virus detection and diabetes management products.

Identity Security Products and Services

National Credit Report.com, LLC (NCRC) is engaged in the consumer provision of credit reports, credit score and credit monitoring products. This business provides a medium for consumers to retrieve and review their credit history, as well as monitor their credit files with one or all three of the major credit reporting bureaus: Experian, Equifax and TransUni! on. The C! ompany�� products and services are offered to consumers on a monthly subscription basis.

Health Link Personal Health Record and Other Applications

Health Link is a patient-controlled, online repository to store personal health information, such as medications, allergies, family history, previous surgeries, vaccinations and lab results. Health Link also connects the patient to a multitude of customized materials, such as personalized health education and online connectivity to caregivers. Patients can also utilize Health Link to connect with numerous Electronic Medical Record (EMR) systems that are accessible through Microsoft HealthVault and Google Health. In conjunction with Raytheon Microelectronics Espana, the Company developed an eight millimetre microchip, which has functionality that is substantially equivalent to the VeriChip.

Advisors' Opinion:

• [By James E. Brumley]

  Ever heard of PositiveID Corp. (OTCMKTS:PSID)? Most people haven't, so don't worry if it's an unfamiliar name. What's surprising is that PSID is still a little unfamiliar to the masses at this stage of the Ebola game. It's not just a worry that we only have to worry about domestically. It's now spreading within the United States, which is a whole different ball game than preventing it from getting to the United States. This presents a real risk of pandemic spreading within our borders. PositiveID can help.

Best Communications Equipment Companies To Invest In Right Now: ADVA Optical Networking SE (ADV)

ADVA Optical Networking SE is a Germany-based company that develops, manufactures and sells optical and Ethernet-based networking solutions to telecommunications carriers and enterprises to deploy, manage and deliver data storage, voice and video services in metropolitan areas. Its optical transmission solutions are based on wavelength division multiplexing (WDM) technology. Its Ethernet-optimized transmission solutions for fiber- or copper-based lines are used to provide access for enterprises into a carrier's network. Its systems are used by telecommunications services providers, companies, universities and government agencies worldwide. It sells its product portfolio both directly and through an international network of distribution partners. Its optical and Ethernet-based network solutions have been deployed by more than 250 carriers and more than 10,000 enterprises. As of December 31, 2012, the Company had 13 wholly owned subsidiaries across Europe, Asia, North and Latin America. Advisors' Opinion:

• [By Holly LaFon]

  We re-established an investment in CME Group, Inc. (CME) during the period. CME is the largest and most diversified derivatives marketplace in the U.S. Its exchanges support trading across a variety of asset classes, including interest rates, equity indexes, energy, agricultural commodities, foreign exchange and metals. We believe CME has the opportunity to significantly accelerate its growth rates due to the eventual normalization of interest rates and the attendant interest rate volatility. CME's interest rate trading volumes (ADV) have been depressed as a result of the Fed's zero interest rate policy and low interest rate volatility. For example, interest rate ADV was 4.8 million in 2012compared to 7.1 million in 2007, before the financial crisis. However, given the Fed's recent policy statements (discussed above), market participants are starting to anticipate an end to quantitative easing (QE). On May 30, CME experienced record volume for interest rate derivatives with ADV of 19.4 million. With the globalization of CME's business, a host of new products, and the regulatory requirement for interest rate swaps to be cleared on an exchange, we believe CME's interest rate volumes can surpass their prior peak, significantly driving earnings growth for the company.

• [By Adrian Day]

  Adrian Day: Yes, yes, I like the concept of looking up the secondary plays. I mean, you know we own Altius (ALS) for example, rather than Alderon (ADV). Altius owns 30% of Alderon, that is more diversified, has a better balance sheet. If Alderon succeeds, Atius will succeed.