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Forget the FANGs, THESE Titans of Tech are what your portfolio NEEDS NOW!

Apr 03, 2019

Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions
Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions

 

  • So, everyone knows the FANGs right?  Of course, great companies, but we are looking beyond those, for tech stocks to maximize your portfolio performance!
  • Our AI Quant models looks deep into the tech sector and finds the best stocks for you now and they are presented below

 

Top US Tech Stock Ideas in April

Name Ticker Sector Industry Primary Stock Ranking Secondary Stock Ranking
AMDOCS DOX Information Technology IT Consulting and Other Services US Large-Cap Top Buy US Information Technology Top Buy
ANGI HOMESERVICES INC ANGI Communication Services Interactive Media and Services US SMID-Cap Top Buy US Information Technology Top Buy
AVX CORP AVX Information Technology Electronic Components US SMID-Cap Top Buy US Information Technology Top Buy
DIODES INC DIOD Information Technology Semiconductors US SMID-Cap Top Buy US Information Technology Top Buy
F5 NETWORKS INC FFIV Information Technology Communications Equipment US Large-Cap Top Buy US Information Technology Top Buy
INSIGHT ENTERPRISES INC NSIT Information Technology Technology Distributors US SMID-Cap Top Buy US Information Technology Top Buy
ITRON INC ITRI Information Technology Electronic Equipment and Instruments US SMID-Cap Top Buy US Information Technology Top Buy
LITTELFUSE INC LFUS Information Technology Electronic Components US SMID-Cap Top Buy US Information Technology Top Buy
MAXIMUS INC MMS Information Technology Data Processing and Outsourced Services US SMID-Cap Top Buy US Information Technology Top Buy
MOTOROLA SOLUTIONS INC MSI Information Technology Communications Equipment US Large-Cap Top Buy US Information Technology Top Buy
PERSPECTA INC PRSP Information Technology IT Consulting and Other Services US SMID-Cap Top Buy US Information Technology Top Buy
SCANSOURCE INC SCSC Information Technology Technology Distributors US SMID-Cap Top Buy US Information Technology Top Buy

Source: Capital IQ

 

  • F5 Networks Inc. (FFIV) aims to optimize the security, performance, and availability of information technology solutions through the development, marketing, and selling of application delivery network products to customers worldwide. F5 Networks generated a return on equity of 34.9% in FY2018, the highest in the company's history. 
     
  • Insight Enterprises Inc. (NSIT) is a provider of information technology software, hardware, and services solutions to clients across the globe. Insight Enterprises trades at a multiple of just 12.30x its trailing 12M earnings, far cheaper than the Russell 2000 Technology Index’s trailing 12M multiple of 128.12x and the S&P 500 Technology Sector Index’s trailing 12M multiple of 21.27x.  
     
  • Itron Inc. (ITRI) is the technology company that aims to service customers through its end-to-end solutions that measure, manage, and analyze energy and water usage worldwide.  Analysts maintain an average price target of USD$68.33/share for Itron, implying a strong 46.0% upside from the stock’s last closing price! 
     
  • Littlefuse Inc. (LFUS) designs, manufactures, and markets its circuit protection, power control, and sensing products to customers across the globe. Littlefuse began offering a dividend in FY2016 and the company has grown its annual payment to investors since! 
     
  • MAXIMUS Inc. (MMS) offers business process services to customers under government health and human services programs across the globe, benefiting from programs such as the Affordable Care Act and Medicaid. Over the last 2 years, annual net income growth for MAXIMUS has outpaced that of annual revenue growth, implying an increased focus on profitability for the company.  
     
  • ScanSource Inc. (SCSC) is the distributor of technology products and services to customers in North America, Latin America, and Europe through two business segments: Worldwide Barcode, Networking & Security; and Worldwide Communications & Services. ScanSource’s gross margin of 11.3% in FY2018 was the companies best since FY2009!

 

Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS
Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS