LONDON -- One of Warren Buffett's famous investing sayings is: "Be fearful when others are greedy and greedy only when others are fearful" -- or, in other words, sell when others are buying and buy when they're selling.
But we might expect Foolish investors to know that, and looking at what Fools have been buying recently might well provide us with some ideas for good investments.
So, in this series of articles, we're going to look at what customers of The Motley Fool ShareDealing Service have been buying in the past week or so, and what might have made them decide to do so.
Digging up value
Rio Tinto� (LSE: RIO ) (NYSE: RIO ) , along with other mining companies, hasn't had a good time over the past few years. Demand for metals and minerals varies with economic cycles, so if economies get depressed -- as those of most of the world have been since the credit crunch -- the shares of mining companies tend to get depressed, too. Rio Tinto's share price stood at over 拢60 in May 2008, but had collapsed to under 拢15 a mere seven months later, as the global financial crisis unfolded. It's recovered some since then, but still lags substantially behind the level of the FTSE 100.
Hot Warren Buffett Stocks To Watch For 2014: Nexgenrx Inc (NXG.V)
NexgenRx Inc. provides administration and health benefit claims adjudication services in Canada. It administers, adjudicates, and pays drug, dental, and other extended health-care claims for the beneficiaries of health benefit plans underwritten by its customers. The company�s services include prescription drug claims adjudication; dental claims adjudication; and claims adjudication for extended health benefits, including paramedical services, such as chiropractors, podiatrists, and massage therapists. It also provides retrospective and prospective claims data analysis; individual and aggregate stop loss products; emergency out of province/country travel benefits; and medical concierge services. The company offers its services to various organizations who manage health benefit plans on behalf of various plan sponsors, as well as directly to Canadian plan sponsors who wish to provide an administrative services only health benefit plan to their plan members. NexgenRx Inc. w as founded in 2003 and is headquartered in Toronto, Canada.
Hot Warren Buffett Stocks To Watch For 2014: Neratelecommunications Ltd (N01.SI)
Nera Telecommunications Ltd designs, engineers, sells, distributes, installs, services, and maintains telecommunication systems and products in transmission networks, and satellite communications and information technology networks. Its Telecommunications segment offers wireless infrastructure network solutions, including in-building, outdoor coverage enhancement, RF access network optimization, benchmarking, 3G/LTE base stations, and point-to-point and point-to-multi-point microwave solutions; and undertakes various projects that comprise planning, designing, installation, commissioning, testing, and post sales support and services for various market sectors, such as ISPs, broadcasters, enterprises, government organizations, offshore, and utilities. This segment also provides satellite communications products comprising land and marine terminals, land earth stations/gateways, broadband satellite networks for B2B applications, satellite airtime, on-board marine service, an d after sales services to satellite service providers, ISPs, government/aid/rescue organizations, enterprises, media, and marine/offshore/oil and gas industries. Its Infocomm segment offers IP network infrastructure products, such as routers, switches, security and application performance products, and access controlling products; digital TV broadcast network infrastructure products, networks, and services to the broadcasters and service providers; and optical network platform solutions to service providers, mobile carriers, business enterprises, multi-service operators, government, transport, and utilities. This segment also provides point-of-sale payment terminals; terminal/application software; and wireless, contact-less, and IP products to network devices. It serves customers in Singapore, Indonesia, Thailand, the Philippines, Vietnam, Malaysia, and other Asian countries. The company is based in Singapore.
Top 5 Value Companies To Own For 2014: BJ's Restaurants Inc.(BJRI)
BJ?s Restaurants, Inc. owns and operates casual dining restaurants in the Unites States. The company operates restaurants under the BJ?s Restaurant & Brewery, BJ?s Restaurant & Brewhouse, BJ?s Pizza & Grill, or BJ?s Grill names, which offer deep-dish pizzas, handcrafted beers, appetizers, entrees, pastas, sandwiches, specialty salads, desserts, non-alcoholic beverages, wine, other craft beers, and spirits. As of February 27, 2012, it owned and operated 116 restaurants comprising 10 BJ?s Restaurant & Brewery restaurants, 98 BJ?s Restaurant & Brewhouse restaurants, 7 BJ?s Pizza & Grill restaurants, and 1 BJ?s Grill. The company operates restaurants in California, Texas, Arizona, Colorado, Oregon, Nevada, Florida, Ohio, Oklahoma, Kentucky, Indiana, Louisiana, and Washington. BJ?s Restaurants, Inc. was founded in 1991 and is based in Huntington Beach, California.
Hot Warren Buffett Stocks To Watch For 2014: GeoEye Inc.(GEOY)
GeoEye, Inc., together with its subsidiaries, provides earth imagery and imagery information products, as well as image processing services to the United States and foreign government defense and intelligence organizations, domestic federal and foreign civil agencies, and commercial customers. It owns and operates two earth-imaging satellites, which include GeoEye-1 and IKONOS; and three airplanes with high-resolution imagery collection capabilities. The company?s satellite imagery products include Geo, GeoProfessional, and GeoStereo that provide the customers with time-critical visual imagery, data, and information. Its aerial imaging products consist of digital aerial imaging and light detection and ranging imaging (LiDAR). The company?s production services range from the generation of precision imagery products to the extraction of site-specific features for the company?s customer?s database development. These production services include Georectification, Tonal Correcti on, Image Mosaicing, and Orthorectification; and LiDAR elevation data, maps, topographic maps, digital orthophoto imagery, remote sensing services, and survey and inventory services, as well as geospatial information system, consulting, and implementation. The company serves customers in online mapping, geospatial information system, precision mapping, infrastructure, oil and gas, environmental monitoring, agriculture, mining, utilities, and transportation markets. It sells its products through direct and indirect sales channels, resellers, direct salespeople, strategic partners, and customer service and production services personnel. GeoEye, Inc. is based in Herndon, Virginia.
Advisors' Opinion:- [By Fernandez]
GeoEye Inc. (NASDAQ: GEOY): GeoEye is a leading provider of global space-based and aerial imagery and geospatial information.
GeoEye’s imagery is used in a broad array of applications that include: government monitoring and surveillance, intelligence gathering, construction planning, scientific research such as environmental monitoring, and the online mapping industry via Google (NASDAQ: GOOG), Yahoo! (NASDAQ: YHOO), Microsoft (NASDAQ: MSFT) and other partners.
GeoEye is my highest pick right now, and the first place where you should put new capital to work.
Now that GeoEye’s latest satellite, GeoEye-1 has successfully launched and is producing usable imagery, the only thing holding back this stock will be the final approval of that imagery from the National Geospatial-Intelligence Agency (NGA) which should arrive within 30 days.
Once GeoEye starts generating revenue from this new satellite, GeoEye’s year-over-year comparisons will make the stock look ridiculously cheap, which it is.
Now that GeoEye-1 is launched and all but up-and-running, GeoEye is the best company in the commercial imagery space when compared to its rival DigitalGlobe (NYSE: DGI).
If you’ve got new money to invest, GeoEye is my #1 recommendation.
Hot Warren Buffett Stocks To Watch For 2014: MS Structured Asset Corp Saturns GE Cap Corp Series 2002-14 (MKS)
MKS Instruments, Inc., together with its subsidiaries, provides instruments, subsystems, and process control solutions that measure, control, power, monitor, and analyze parameters of manufacturing processes worldwide. It offers instruments and control systems, such as pressure measurement and control, materials delivery, gas composition analysis, and control and information technology products. The company also provides power and reactive gas products comprising power delivery, reactive gas generation, processing thin films, and equipment cleaning products; and vacuum products, including vacuum containment components, vacuum gauges, vacuum valves, effluent management subsystems and custom stainless steel chambers, vessels, and pharmaceutical process equipment hardware and housings. Its products are used in the semiconductor processing steps, such as depositing thin films of material onto silicon wafer substrates, and etching and cleaning circuit patterns; manufacture of f lat panel displays, light emitting diodes, solar cells, data storage media, and other coatings, including architectural glass; energy generation and environmental monitoring processes, such as nuclear fuel processing, fuel cell research, greenhouse gas monitoring, and chemical agent detection; medical instrument sterilization; consumable medical supply manufacturing; and pharmaceutical applications. In addition, the company offers maintenance and repair, software maintenance, installation, and training services. It serves semiconductor capital equipment and device manufacturers, thin film capital equipment manufacturers, energy generation, environmental monitoring, and manufacturing companies, as well as government, universities, and industrial research laboratories. The company sells its products primarily through its direct sales force, as well as through sales representatives and agents. MKS Instruments, Inc. was founded in 1961 and is headquartered in Andover, Massachuse tts.
Hot Warren Buffett Stocks To Watch For 2014: China Ceramics Co. Ltd.(CCCL)
China Ceramics Co., Ltd. engages in the manufacture and sale of ceramic tiles used for exterior siding, interior flooring, and design in residential and commercial buildings primarily in the People's Republic of China. It offers porcelain tiles, glazed tiles, glazed porcelain tiles, rustic tiles, and ultra-thin tiles under the Hengda, Hengdeli, TOERTO, and WULIQIAO brand names. The company primarily sells its products through a distributor network, as well as directly to property developers. China Ceramics Co., Ltd. is based in Jinjiang City, the People's Republic of China.
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