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Top Picks 2011: PMC-Sierra (PMCS)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"PMC-Sierra (PMCS) -- our top pick for 2011 -- develops semiconductor system solutions for advanced communications," notes Daniel Frishberg.

The editor of The MoneyMan Report explains, "This choice is based on our forecast is for accelerating growth in the U.S. along with powerful growth sustained in developing markets. In our view, this should lead to rapid acceleration in PMCS' stock price.

Continue reading Top Picks 2011: PMC-Sierra (PMCS)

Top Picks 2011: Cisco Systems (CSCO)

Cisco Systems (CSCO) logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"One a theme that hasn't worked in, well, forever -- large cap technology stocks; many large cap tech are trading at historically low valuations," note Lou Basenese.

The editor of the White Cap Research Group explains, "As a contrarian, I'm picking the most contrarian large cap technology stock out there: Cisco Systems (CSCO), which could be a top-performer in 2011.

Continue reading Top Picks 2011: Cisco Systems (CSCO)

Should We Be Wary of Tech Stocks?

The past year was spectacular for tech stocks. But this is a new year. Are we going to see the same dynamics? The same gains? Those are the questions analysts are pondering.

First off we have the technicians. They use indexes, charts, graphs and other technical tools to make their calls on the market. One favorite index is the Philadelphia Semiconductor Index, dubbed SOX. It often is a leading indicator for where tech stocks are headed. For the past month, the index has stayed near the 420 level. That has become the overhead resistance point. Technicians argue that the 420 to 422 level must be breached and the market hold above that level for the rally to continue. Otherwise we could see a pull back.

Continue reading Should We Be Wary of Tech Stocks?

Top Picks 2011: Cisco Systems (CSCO)

Cisco (CSCO) logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"We recommend broad portfolio diversification is a core tenet of our investment approach," says value investor John Buckingham.

The editor of The Prudent Speculator explains, "However, we think the tech sector presents some attractive opportunities, especially in the large-cap arena. Oone stock we particularly like for the coming year is Cisco (CSCO).

Continue reading Top Picks 2011: Cisco Systems (CSCO)

Top Picks 2011: Google (GOOG)

Google logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"As publisher of the Cabot advisories, I see the inner workings of a variety of successful investing systems, from pure momentum-driven systems to pure value-driven systems," notes Timothly Lutts.

In his Cabot Stock of the Month, the advisor says, "And it's interesting when they overlap! For example, Google (GOOG) is currently recommended by both Cabot Market Letter and Cabot Benjamin Graham Value Letter.

Continue reading Top Picks 2011: Google (GOOG)

Top Picks 2011: Computer Sciences (CSC)

Computer Sciences (CSC) logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Computer Sciences (CSC) -- our top pick for 2011 -- is a global leader in providing information technology and related services to commercial accounts and government agencies," says Sy Harding.

The editor of Street Smart Report explains, "In our view, the wind is likely to be at the company's back as the economic recovery continues to strengthen over the next two years.

Continue reading Top Picks 2011: Computer Sciences (CSC)

Top Picks 2011: Allot Communications (ALLT)

Allot Communications logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"The smartphone revolution -- with web-browsing, video-watching, music-streaming mobile devices -- has made bandwidth a scarce resource," says small cap specialist Ian Wyatt.

The editor of Small Cap Investor PRO explains, "That's where Allot Communications (ALLT) comes in. Allot is an Israeli company that develops deep packet inspection (DPI) technology specifically designed to manage bandwidth use.

Continue reading Top Picks 2011: Allot Communications (ALLT)

Top Picks 2011: Apple (AAPL)

Apple (AAPL) logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"After its two-year romp from 85 to 320 you might be leery of buying Apple (AAPL)," notes Stephen Quickel.

The editor of US Investment Report explains, "The stock's advance has slowed noticeably since topping 300 in October. Even so, we regard Apple as one of our Top Picks for 2011 -- destined to crack above 400 in the year or so ahead.

Continue reading Top Picks 2011: Apple (AAPL)

Top Picks 2011: PMC-Sierra (PMCS)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"PMC-Sierra (PMCS) is a top speculative investment for the coming year," says tech sector specialist Paul McWilliams. Incidentally, Paul's selection of EZChip in last year's Top Picks report rose 135%.

Regarding his new top pick, the editor of Next Inning says, "PMC Sierra is a leader in integrating more functions into a single chip.

Continue reading Top Picks 2011: PMC-Sierra (PMCS)

Xilinx Cuts Third-Quarter Sales Forecast

Xlinx (XLNX) logoTuesday, chipmaker Xilinx (XLNX) announced that it was cutting its current-quarter (third quarter) revenue forecast thanks to weaker-than-expected sales to some of its larger communications customers. This announcement comes during a series of quarters in which the company has seen record sales, thanks to rising demand stemming from a perceived economic rebound.

One analyst calls this news, "evidence of a cyclical inventory correction that we'd been expecting and have talked about previously." Nevertheless, the same analyst said that it could take longer than Xilinx had previously estimated for inventory to come back to better levels.

Continue reading Xilinx Cuts Third-Quarter Sales Forecast

Oracle (ORCL): The 'Smartest Guys in the Room'

Oracle (ORCL)"Last September, when former Hewlett-Packard CEO Mark Hurd joined Oracle (ORCL), I raised by target to the mid-$30s; now, I am raising my stock price target to the $35 to $40 range for 2011," says tech stock specialist Paul McWilliams.

The editor of Next Inning explains, "With its acquisition of Sun Microsystems, ORCL signaled it was entering the enterprise 'Ecosystem' business.

"Even though ORCL is a world leader in the enterprise software business, to move from there to a viable Ecosystem model is a bold move.

Continue reading Oracle (ORCL): The 'Smartest Guys in the Room'

Amazon (AMZN) and Apple (AAPL): Stand Out Franchises

Amazon.com (AMZN)"While the past decade has been tough on investors, some stocks have stood out and managed to soar," notes growth stock specialist Stephen Leeb, adding "Indeed, both Amazon (AMZN) and Apple (AAPL) -- which are both holdings in our growth portfolio -- recently hit all-time highs."

The editor of The Complete Investor explains, "These two stocks don't say much about tech itself, which, is a slow-growth area. Rather they demonstrate the power of a franchise.

"Further, these are not just any franchises, they're ones that uniquely affect consumer productivity and enjoyment.

Continue reading Amazon (AMZN) and Apple (AAPL): Stand Out Franchises

High-End Smartphones Boost Qualcomm (QCOM)

Qualcomm (QCOM) logo"As consumers continue to upgrade to high-end smartphones, they are paying more and more for each device," says Stephen Leeb.

The editor of The Complete Investor explains, "In turn, this is helping Qualcomm (QCOM), which receives licensing royalty for the average price of the phones running its chips.

"Recently reported earnings were quite impressive. Company sales rose 9.7 percent year over year to $2.95 billion, outpacing consensus estimates of $2.85 billion.

Continue reading High-End Smartphones Boost Qualcomm (QCOM)

Intel (INTC): Getting Connected

Intel (INTC) logo"Intel (INTC) is moving into what I've described as the 'middle-markets; for processors; these markets include all sorts of mobile computing devices (smartphones, smartbooks, tablets, etc.) as well as a host of emerging 'connected devices'," says technology stock guru Paul McWilliams.

The editor of Next Inning explains, "Connected devices include stuff like TV, Blu-Ray players, Set-Top-Boxes, etc. that provide some level of computing power as well as Internet connectivity.

Continue reading Intel (INTC): Getting Connected

In the Clouds: Computing with EMC (EMC)

EMC logo"Some information technology areas have more dynamic growth prospects than others; a prime example is the emerging field of cloud computing," says growth stock specialist Stephen Leeb.

The editor of The Complete Investor explains, "One company in the forefront of this cutting-edge approach to information storage and management is EMC (EMC), a leader in digital data storage.

"Cloud computing refers to the storing of digital information -- documents, spreadsheets, software, etc. -- not on a company's or individual's own hard drive but in remote data centers, from which it can be accessed via the Internet.

Continue reading In the Clouds: Computing with EMC (EMC)

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