10 Best Healthcare Technology Stocks To Own Right Now

Forget what you learned in school about efficient markets. You can�� base stock price expectations solely on estimates of value.

Nobel laureate Robert Shiller argues that you need to account for the impact of investors who are susceptible to headlines and fads. Measuring the impact of these ��oise��traders can help you make money.

Noise is every bit as much a part of equilibrium stock pricing as value is. In other words, P = V + N (price equals value plus noise). Ideally I want low-noise stocks with a catalyst that may cause noise to rise and boost the stock price. As a proxy for noise, I divide market capitalization into two components, value and noise. For value I use aftertax operating profit divided by an estimated cost of equity. What�� left is noise, reflecting growth expectations, stories, dreams, predictions and sentiment.

10 Best Recreation Stocks To Own For 2015: ZBB Energy Corp (ZBB)

ZBB Energy Corporation (ZBB), incorporated in 1988, is engaged in designing, developing, and manufacturing energy storage and power electronic systems to solve a range of electrical system challenges in global markets for utility, governmental, commercial, industrial and residential customers. The Company operates in two segments: ZBB Energy Storage and Power Electronic Systems and Tier Electronics Power Conversion Systems. The ZBB Energy Storage and Power Electronics Systems business segment designs and manufactures electrical power management platforms. The Company offers a portfolio of intelligent power management platforms for grid independent, grid interactive and grid conversion environments in a variety of applications around the world. In January 21, 2011, the Company acquired Tier Electronics LLC.

The Company�� intelligent power management platforms integrate multiple renewable and conventional onsite generation sources with rechargeable zinc bromide flow batteries and other storage technologies to ensure optimal energy availability for on grid and off grid applications, while maximizing the use of renewable energy sources. The Company�� energy storage product incudes ZESS Zinc Bromide flow batteries, which is modular and scalable, self-contained and front accessible. Its power electronic systems product Power and Energy Control Center (ZESS POWR PECC) is a hybrid power conversion system that can support the integration of combinations of onsite generating sources. When supplied with the Company�� ZESS flow batteries or other energy storage devices, the platform creates an expandable system that independently optimizes the supply of each generating source. This integrated energy management platform is configurable, modular, and scalable for on grid, off grid and grid back-up applications. The ZESS POWR PECC can be used with a variety of storage technologies.

The Company�� energy storage and power control technologies are used in grid interactive, grid indepen! dent and grid conversion configurations for a variety of applications and markets. Its All-in-One (AIO) power converters are the core of its power modules for standard and custom-configured products. These converters are designed specifically for power applications. Grid-tie inverters for wind and solar sources provide energy back to the grid and medical line regulators. Energy recovery converters are designed for alternator and generator testing, as well as recouping power from waste heat output.

Advisors' Opinion:

• [By James E. Brumley]

  Back on March 11th, yours truly opined that the wild bullishness that had carried names like ZBB Energy Corporation (NYSEMKT:ZBB), Plug Power Inc. (NASDAQ:PLUG), FuelCell Energy Inc. (NASDAQ:FCEL), and Ballard Power Systems Inc. (NASDAQ:BLDP) to triple digit gains (in just a few days) was coming to a close, and taking profits on any and all of these stocks would be a good idea. It was an idea that went over like a lead balloon, judging from the responses I got. How ridiculous of me to turn bearish on those names! FCEL, PLUG, ZBB, and BLDP were all flying high, and obviously since they soared over the course of the two weeks leading up to that date, they could only keep going higher forever.

• [By James E. Brumley]

  For those of you that were lucky enough to read, and act on, my bullish call on ZBB Energy Corporation (NYSEMKT:ZBB) penned one week ago (almost to the hour), then congratulations - you're up 270%, give or take. Now get out. Seriously. I have a funny feeling that ZBB along with FuelCell Energy Inc. (NASDAQ:FCEL), Ballard Power Systems Inc. (NASDAQ:BLDP), and all the other names in the alternative electricity-production group are seeing their last hurrah today. The smart money is already thinking about getting out now, selling into the strength all the late-comers are creating for FCEL, BLDP, and its peers.

• [By James E. Brumley]

  OK, my last bullish call on ZBB Energy Corporation (NYSEMKT:ZBB) didn't work out so well. It looks like it was just too soon to expect a bounce from ZBB back on April 2nd when it was still in the shadow of a huge runup and a subsequent pullback. The dust has fully settled now, however, and most of the clues are now pointing in a bullish direction.

10 Best Healthcare Technology Stocks To Own Right Now: Knight Transportation Inc (KNX)

Knight Transportation, Inc. (Knight), incorporated on August 31, 1989, is a provider of multiple truckload transportation services, which generally involve the movement of full trailer or container loads of freight from origin to destination for a single customer. The Company is a provider of multiple truckload transportation services with a nationwide network of service centers through which it operates one of the tractor fleets. In addition to its own fleet, the Company also partners with third-party equipment providers to provide truckload capacity and a broad range of solutions to truckload shippers. The Company has five operating segments comprised of three asset-based operating segments: dry van truckload, temperature-controlled truckload and port services and two non-asset-based operating segments brokerage and intermodal services. Through its asset-based and non-asset-based capabilities the Company is able to transport, or can arrange for the transportation of, general commodities for customers throughout the United States and parts of Canada and Mexico.

The Company's asset-based businesses generally include dry van truckload, refrigerated truckload, dedicated truckload, and drayage services. Its non-asset-based services generally include rail intermodal and truckload brokerage services. However, within its asset-based services, the use of independent contractors to provide tractors lowers the capital investment in its dry van and refrigerated operations. In addition, drayage operations generally involve less expensive tractors with longer lives and do not require a investment in trailering equipment. As of December 31, 2012, it operated 3,627 company-owned tractors with an average age of 1.9 years. It also had under contract 507 tractors owned and operated by independent contractors. Its trailer fleet consisted of 9,564 53-foot long trailers with an average age of 5.5 years and includes 1,092 temperature-controlled trailers.

Advisors' Opinion:

• [By Sean Williams]

  Swift Transportation (NYSE: SWFT  ) , for example, delivered a 4% increase in revenue this past quarter in spite of having fewer trucks in service. The company was able to realize better utilization of its existing fleet and actually saw fuel prices fall from the previous year. The results were even more robust for Knight Transportation (NYSE: KNX  ) , whose shareholders saw revenue rise by 7% as the company grew from the year-ago quarter for the 14th straight time and delivered growth from each of its business segments.

• [By Victor Nguyen]

  A report released Thursday morning, Citigroup analyst Christian Wetherbee upgrades Knight Transportation (NYSE: KNX) to BUY from NEUTRAL, increasing price target from $17 to $22.

10 Best Healthcare Technology Stocks To Own Right Now: Conversant Inc (CNVR)

Conversant Inc, incorporated on October 9, 1998, is a digital marketing services company. The Company offers an integrated personalization platform, personalized media programs and the affiliate marketing network. The Company operates in two segments: Affiliate Marketing and Media. The Company delivers a range of solutions, from hyper-personalized creative and media, to campaign-based media where each person is individually selected for target audience based upon its profiles, to the set of affiliate marketing solutions. The Company has sold the Owned and Operated Websites segment and technology is included in the Media segment. In February 2014, Conversant Inc completed the acquisition of SET Media, a digital video technology company.

Affiliate Market Segment

The Company�� Affiliate Marketing segment operates under the Commission Junction brand name. The Affiliate Marketing segment provides the technology; network and customer service that, in combination, enable advertisers to create its commissioned online sales force comprised of third-party Website publishers, also known as affiliates.

Media Segment

The Company�� Media segment is a display ad network, provides a digital marketing services and tailored programs that help marketers create awareness for their products and brands, attract visitors and generate leads and sales through the Internet and mobile applications. The Media segment also includes the Company's Mediaplex business, which offers technology products and services that enable marketers to implement and manage their online advertising across multiple channels including display, email, paid search, natural search, on-site, offline, and affiliate.

Advisors' Opinion:

• [By Garrett Cook]

  Toward the end of trading Friday, the Dow traded down 0.60 percent to 16,947.43 while the NASDAQ declined 0.75 percent to 4,557.59. The S&P also fell, dropping 0.83 percent to 1,980.97.

  Leading and Lagging Sectors Cyclical consumer goods & services shares fell by just 0.50 percent in trading on Friday. Top gainers in the sector included ULTA Salon, Cosmetics & Fragrance NASDAQ: (ULTA), up 17.5 percent, and 1-800-Flowers.com (NASDAQ: FLWS), up 4.5 percent. In trading on Friday, utilities shares were relative laggards, down on the day by about 1.89 percent. Meanwhile, top decliners in the sector included Companhia Energética de Minas Gerais - CEMIG (NYSE: CIG), down 4.7 percent, and CPFL Energia SA (NYSE: CPL), off 4.3 percent. Top Headline Darden Restaurants (NYSE: DRI) reported better-than-expected fiscal first quarter earnings. The Orlando, Florida-based company reported a quarterly loss of $19.3 million, or $0.14 per share, versus a year-ago profit of $42.2 million, or $0.32 per share. Excluding non-recurring items, the company earned $0.32 per share. Its sales surged to $1.6 billion versus $1.53 billion. However, analysts were expecting earnings of $0.30 per share on revenue of $1.6 billion. Equities Trading UP Conversant (NASDAQ: CNVR) shares shot up 30.25 percent to $34.79 after Alliance Data Systems (NYSE: ADS) announced its plans to buy Conversant for $35 per share. Shares of ULTA Salon, Cosmetics & Fragrance (NASDAQ: ULTA) got a boost, shooting up 17.69 percent to $114.72 after the company reported upbeat second-quarter results and raised its outlook. The company also unveiled a five-year plan for impressive growth. Sportsman's Warehouse Holdings (NASDAQ: SPWH) shares were also up, gaining 15.89 percent to $7.00 after the company reported stronger-than-expected fiscal second-quarter results. Equities Trading DOWN Shares of Ruckus Wireless (NASDAQ: RKUS) were down 5.19 percent to $14.35. Buckingham
• [By Garrett Cook]

  Conversant (NASDAQ: CNVR) shares shot up 30.34 percent to $34.81 after Alliance Data Systems (NYSE: ADS) announced its plans to buy Conversant for $35 per share.

• [By Luke Jacobi]

  Conversant (NASDAQ: CNVR) shares shot up 30.3 percent to $34.80 after Alliance Data Systems (NYSE: ADS) announced its plans to buy Conversant for $35 per share.

10 Best Healthcare Technology Stocks To Own Right Now: iShares Russell 3000 Index Fund (IWV)

iShares Russell 3000 Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Russell 3000 Index (the Index). The Index measures the performance of the United States equity market. The Index serves as the underlying index for Russell 3000 Growth and Value Series, and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Index is a capitalization-weighted index and consists of the 3000 largest companies domiciled in the United States and its territories.

The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. iShares Russell 3000 Index Fund's investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:

• [By John Maxfield]

  Over the past five years, this ETF has beaten the Dow Jones Industrial Average (DJINDICES: ^DJI  ) by 23 percentage points. It's outperformed the Russell 3000 (NYSEMKT: IWV  ) by 21 percentage points. And it's done the same to the eponymous S&P 500, exceeding it by 11 percentage points.

10 Best Healthcare Technology Stocks To Own Right Now: RMP Energy Inc (OEXFF.PK)

RMP Energy Inc. (RMP) is a crude oil and natural gas company. The Company is engaged in the exploration for, development and production of natural gas, crude oil and natural gas liquids (NGLs) reserves within the provinces of Alberta and Saskatchewan, Canada. RMP conducts its operations in the Western Canadian Sedimentary Basin, primarily in the provinces of Alberta and Saskatchewan. The Company�� principal properties include Gilby, Pine Creek, Kaybob, Waskahigan, Ante Creek, Ricinus, Gordondale, Resthaven/Bilbo and Big Muddy. The Gilby property is located 110 kilometers southwest of Edmonton, Alberta. Kaybob property is located 250 kilometers northwest of Edmonton, Alberta and consisted of 31 producing and non-producing gas wells as of December 31, 2011. In November 2013, RMP Energy Inc closed the purchase of complementary Montney light oil assets located in its core areas of Ante Creek and Waskahigan in West Central Alberta. Advisors' Opinion:

• [By Value Digger]

  As peers, I selected Artek Exploration (ARKXF.PK), RMP Energy (OEXFF.PK), Synergy Resources (SYRG) and Magnum Hunter Resources (MHR). The first two firms trade also on the main Toronto board under the tickers RTK.TO and RMP.TO respectively. These peers comply with the following criteria:

10 Best Healthcare Technology Stocks To Own Right Now: Geely Automobile Holdings Ltd (GELYF.PK)

Geely Automobile Holdings Limited is an investment holding company. The Company, along with its subsidiaries, is engaged in the research, production, marketing and sales of sedans and related automobile components in the People�� Republic of China (PRC). The Company operates in two segments: automobiles and related parts and components segment, engaged in the manufacture and sale of automobiles, automobile parts and related automobile components, and gearboxes segment, engaged in the manufacture and sale of gearboxes. The Company�� subsidiaries include Centurion Industries Limited, Value Century Group Limited, Geely International Limited, Zhejiang Fulin Guorun Automobile Parts & Components Co., Ltd., Linkstate Overseas Limited, Luckview Group Limited and Luck Empire Investment Limited, among others. Advisors' Opinion:

• [By Elliott Gue]

  This so-called One Ford initiative involved the US$2.3 billion sale of Jaguar and Land Rover to Tata Motors (TTM) and the US$1.6 billion divestment of Volvo to Geely Automobile Holdings (GELYF.PK). After selling the majority of its stake in Mazda Motor Corp (MZDAY.PK) and discontinuing Mercury, Ford Motor Company's portfolio consists of its eponymous mass-market brand and the higher-end Lincoln.

10 Best Healthcare Technology Stocks To Own Right Now: Costamare Inc (CMRE)

Costamare Inc. (Costamare), incorporated on April 21, 2008, is an international owner of containerships, chartering the Company�� vessels to liner companies. As of February 22, 2013, it had a fleet of 57 containerships aggregating approximately 332,000 twenty feet equivalent unit (TEU). During the year ended December 31, 2012, its fleet consisted of 47 vessels in the water, aggregating approximately 242,000 TEU. The Company�� containerships operate primarily under multi-year time charters.

As of February 22, 2013, the average (weighted by TEU capacity) remaining time-charter duration for its fleet of 57 containerships was 5.1 years. During the year ended December 31, 2012, the Company�� vessels were managed by at least one of Costamare Shipping, CIEL and Shanghai Costamare. The Company�� customers include international liner companies, including A.P. Moller-Maersk, COSCO, Evergreen Marine, Hapag Lloyd, HMM, MSC and ZIM.

Advisors' Opinion:

• [By Seth Jayson]

  Costamare (NYSE: CMRE  ) reported earnings on July 24. Here are the numbers you need to know.

  The 10-second takeaway
  For the quarter ended June 30 (Q2), Costamare missed estimates on revenues and beat expectations on earnings per share.

• [By Rich Duprey]

  Containership owner and provider�Costamare (NYSE: CMRE  ) announced yesterday its second-quarter dividend of $0.27 per share, the same rate it's paid since late 2011.