Top 5 Diversified Bank Stocks To Invest In 2015

United Parcel Services (UPS) is the world�� largest parcel delivery company. Each business day, the firm transports an average of 16.9 million packages across 220 countries and territories. The company also provides global supply chain solutions and forwarding services in more than 175 countries, as well as truckload and less-than-truckload services throughout the U.S. It operates a ground fleet of 101,000 vehicles domestically and an air fleet of 523 units. Its package operations in the U.S. account for 61% of revenue, while its international deliveries generate another 21%.

One-of-a-Kind Fundamentals

UPS boasts one of the widest economic moats in the transportation arena. Its huge network, efficient scale, and cost advantages have enabled the firm to earn the highest margins in the industry. Compelling returns on capital of 15% average are also present, despite its intensely asset-based model. Its vast infrastructure includes enormous quantities of trucks, trailers, terminals, sorting equipment, IT systems and skilled labor. The business has high barriers to entry since huge investments and large package volumes are required to build, and support, its high fixed-cost structure. Likewise, the scale of its operations generates cost advantages that make pricing competition difficult for low-volume entrants.

Top 5 Diversified Bank Stocks To Invest In 2015: Adecco SA (ADEN)

Adecco SA is a Switzerland-based holding company and provider of human resource services, including temporary staffing, outsourcing, permanent placement, outsourcing, outplacement and career management, training and consulting. The Company divides its activities into two main sectors: General Staffing and Professional Staffing. The General Staffing sector, which is the Company's prime segment, is divided into two business lines: Adecco Office, which includes Adecco Office and Office Angels brands, and Adecco Industrial, including Adecco, Adecco Industrial and Tuja brands. The Professional Staffing sector is divided into four business lines: Information Technology, including Modis and Computer People brands; Engineering & Technical, including Adecco Engineering & Technical, Entegee and euro engineering brands; Finance & Legal, including Badenoch & Clark and Accounting Principals brands, and Medical & Science, including Soliant and Adecco Medical brands. Advisors' Opinion:

• [By Corinne Gretler]

  ��decco fulfilled expectations on all levels,��Patrick Hasenboehler, an analyst at J. Safra Sarasin in Zurich, wrote in a report to clients. ��he outlook statement is quite promising. Adecco (ADEN)�� strategy of focusing on profitability will continue to pay off.��

Top 5 Diversified Bank Stocks To Invest In 2015: WESCO International Inc. (WCC)

WESCO International, Inc. engages in the distribution of electrical, industrial, and communications maintenance, repair, and operating (MRO) products; and original equipment manufacturers products and construction materials. It also provides supply chain management and logistics services. The company offers general and industrial supplies, such as wiring devices, fuses, terminals, connectors, boxes, enclosures, fittings, lugs, terminations, tapes, splicing and marking equipment, tools and testers, safety and security, personal protection, abrasives, cutting tools, consumables, fasteners, janitorial, and other MRO supplies. It also provides wires, cables, raceway, and metallic and non-metallic conduits; and communications products, such as structured cabling systems, broadband products, low voltage specialty systems, specialty wire and cable products, equipment racks and cabinets, access controls, alarms, cameras, and paging and voice solutions. In addition, the company off ers power distribution equipment, such as circuit breakers, transformers, switchboards, panel boards, metering products, and busway products; lighting and controls, including lamps, fixtures, ballasts, and lighting control products; and motor control devices, drives, surge and power protection, relays, timers, pushbuttons, operator interfaces, switches, sensors, and interconnects. Further, it provides value added services in the areas of construction, e-business, energy, engineering services, green and sustainability, production support, safety and security, supply chain optimization, training, and working capital. The company serves industrial and commercial businesses, contractors, governmental agencies, institutions, telecommunications providers, and utilities. It operates in North America and internationally. WESCO International, Inc. was founded in 1922 and is headquartered in Pittsburgh, Pennsylvania.

Advisors' Opinion:

• [By Rich Smith]

  Instead, the winners who will compete among themselves to fulfill the $45 million firm-fixed-price, multiple-award, indefinite-delivery/indefinite-quantity contract include privately held Bluewater Communications Group LLC, small-cap Globecomm Systems (NASDAQ: GCOM  ) , and TVC Communications LLC, of Annville, Penn., a small subsidiary of larger electronics distributor WESCO International (NYSE: WCC  ) . All three will now be competing against each other to win the Pentagon's business on individual task orders for the Cisco and other HD equipment on order.

• [By Seth Jayson]

  WESCO International (NYSE: WCC  ) reported earnings on April 18. Here are the numbers you need to know.

  The 10-second takeaway
  For the quarter ended March 31 (Q1), WESCO International met expectations on revenues and missed estimates on earnings per share.

• [By Ben Levisohn]

  Citigroup’s Deane Dray and team took a long hard look at the U.S. economy and the their ratings on diversified industrial like United Technologies (UTX), Honeywell (HON), Tyco (TYC) and Wesco International (WCC) and decided it was time to makes some changes.

Top Bank Companies To Buy Right Now: CalAmp Corp (CAMP)

CalAmp Corp. (CalAmp) develops and markets wireless technology solutions that deliver data, voice and video for critical networked communications and other applications. The Company has two business segments: Wireless DataCom, which serves commercial, industrial and government customers, and Satellite, which focuses on the North American Direct Broadcast Satellite (DBS) market. In May 2012, CalAmp Corp announced that it has entered into a five-year supply agreement to provide fleet tracking products to Navman Wireless. As part of the transaction, CalAmp has acquired certain products and technologies from Navman Wireless and established a research and development center in Auckland, New Zealand. The assets acquired by CalAmp include technology for Mobile Display Terminals (MDT) and an MDT product line marketed to telematics original equipment manufacturers (OEMs) globally. In March 2013, it completed the acquisition of the operations of Wireless Matrix Corporation.

Wireless DataCom

The Wireless DataCom segment provides wireless technology, products and services for industrial Machine-to-Machine (M2M) and Mobile Resource Management (MRM) market segments for a range of applications, including optimizing and automating electricity distribution and ancillary utility functions; facilitating communication and coordination among emergency first-responders; increasing productivity and optimizing activities of mobile workforces; improving management control over valuable remote and mobile assets, and enabling emerging applications in a wirelessly connected world.

The Company's Wireless DataCom segment is comprised of a Wireless Networks business and an MRM business. CalAmp's Wireless Networks business provides products, systems and services to industrial, utility, energy and transportation enterprises and state and local governmental entities for deployment where the ability to communicate with mobile personnel or to command and control remote assets is crucial. Utilities! , oil and gas, mining, railroad and security companies rely on CalAmp products for wireless data communications to and from outlying locations, permitting real-time monitoring, activation and control of remote equipment. Applications include remotely measuring freshwater and wastewater flows, pipeline flow monitoring for oil and gas transport, automated utility meter reading, remote Internet access and perimeter monitoring. CalAmp is among the leaders in the application of wireless communications technology to Smart Grid power distribution automation for electric utilities.

MRM wireless solutions include global positioning system (GPS) location, cellular data modems and programmable events-based notification firmware as key components, allowing customers to know where and how their assets are performing, no matter where those mobile assets are located. Commercial organizations, vehicle finance providers, city and county governments, and a range of other enterprises rely on CalAmp products and systems to optimize delivery of services and protect valuable assets. Applications include fleet management, asset tracking, student and school bus tracking and route optimization, stolen vehicle recovery, remote asset security, remote vehicle start, and machine-to-machine communications. In addition to functioning as an OEM supplier of location and communications hardware for MRM applications, CalAmp is a total solutions provider of turn-key systems incorporating location and communications hardware, cellular airtime and Web-based remote asset management tools and interfaces.

The Company competes with Motorola Solutions, GE-MDS, Freewave, Sierra Wireless, GenX, Spireon, Novatel Wireless-Enfora and Xirgo.

Satellite

The Satellite segment develops, manufactures and sells DBS outdoor customer premise equipment and whole home video networking devices for digital and high definition satellite television (TV) reception. CalAmp's satellite products are sold primarily to ! EchoStar,! an affiliate of Dish Network.

The Company's DBS reception products are installed at subscriber premises to receive television programming signals transmitted from orbiting satellites. These DBS reception products consist principally of outdoor electronics that receive, process, amplify and switch satellite television signals for distribution over coaxial cable to multiple set-top boxes inside the home that can acquire, recognize and process the signal to create a picture.

The Company competes with Sharp, Wistron NeWeb Corporation, Microelectronics Technology, Pro Brand and Global Invacom.

Advisors' Opinion:

• [By Jake L'Ecuyer]

  Equities Trading UP
  CalAmp (NASDAQ: CAMP) shot up 14.13 percent to $21.33 after the company reported upbeat fiscal second-quarter results.

  Shares of HomeAway (NASDAQ: AWAY) was up as well, gaining 8.69 percent to $29.88 on speculation of takeover talks with Priceline.com (NASDAQ: PCLN).

• [By Jason Shubnell]

  Yesterday, CalAmp (NASDAQ: CAMP) issued a downbeat outlook for the fourth quarter.

  CalAmp expected adjusted earnings of $0.19 to $0.23 per share on revenue of $60 million to $63 million. However, analysts were estimating earnings of $0.24 per share on revenue $63.2 million.

Top 5 Diversified Bank Stocks To Invest In 2015: Cabot Corp (CBT)

Cabot Corporation (Cabot), incorporated in 1960, is a global specialty chemicals and performance materials company. The Company�� principal products are rubber and specialty grade carbon blacks, fumed metal oxides, inkjet colorants, aerogels and cesium formate drilling fluids. Cabot and its affiliates have manufacturing facilities and operations in the United States and approximately 20 other countries. The Company operates in four business segments: the Core Segment, the Performance Segment, the New Business Segment and the Specialty Fluids Segment. It is organized into three geographic regions: The Americas; Europe, Middle East and Africa, and Asia Pacific. On January 23, 2012, the Company sold its Supermetals Business to Global Advanced Metals Pty Ltd. On August 1, 2012, it acquired Norit.

Core Segment

Carbon black is a form of elemental carbon that is manufactured in a highly controlled process to produce particles and aggregates of varied structure and surface chemistry, resulting in many different performance characteristics for a variety of applications. Its rubber blacks products are used in tires and industrial products. The Company owns, or has a controlling interest in, and operates plants that produce rubber blacks in Argentina, Brazil, Canada, China, Colombia, the Czech Republic, France, Indonesia, Italy, Japan, Malaysia, The Netherlands and the United States.

Performance Segment

The Performance Segment consists of two product lines: specialty grades of carbon black and thermoplastic concentrates; and fumed silica, fumed alumina and dispersions thereof. In each product line, it designs, manufactures and sells materials that deliver performance in a range of customer applications across the automotive, construction and infrastructure, and electronics and consumer products sectors. In addition, Cabot manufactures and sources thermoplastic concentrates and compounds that are marketed to the plastics industry. The Company owns, or has a ! controlling interest in, and operates plants that produce specialty grades of carbon black in China, The Netherlands and the United States. Its products are produced in facilities that it owns, or has a controlling interest in, located in Belgium, China and the United Arab Emirates. The Company also owns, or has a controlling interest in, manufacturing plants that produce fumed metal oxides in the United States, China, the United Kingdom and Germany. During the fiscal year ended September 30, 2011 (fiscal 2011), it closed its masterbatch manufacturing facility in Grigno, Italy.

New Business Segment

The Company�� New Business Segment consists of the Inkjet Colorants, Aerogel, Cabot Superior MicroPowders and Cabot Elastomer Composites Businesses. During fiscal 2011, its Cabot Elastomer Composites Business became part of its New Business Segment. The Company produces and sells aqueous inkjet colorants primarily to the inkjet printing market. Its inkjet colorants are produced for various inkjet printing applications, including small office and home office, corporate office, and commercial and industrial printing, as well as for other applications. Its inkjet colorants are manufactured at its facility in Haverhill, Massachusetts.

Cabot�� aerogel is a hydrophobic, silica-based particle with a high surface area that is used in a variety of thermal insulation and specialty chemical applications. In the construction industry, the product is used in insulative composite building products and translucent skylight, window, wall and roof systems for insulating eco-daylighting applications. In the oil and gas industry, aerogel is used to insulate subsea pipelines. In the specialty chemicals industry, the product is used to provide matte finishing, insulating and thickening properties for use in a variety of applications. It manufactures its aerogel products at its facility in Frankfurt, Germany.

The Company manufactures its aerogel products at its facility in F! rankfurt,! Germany. Finished products for use in the oil and gas industry are fabricated at a facility in Billerica, Massachusetts. The principal area of commercial focus for Cabot Superior MicroPowders Business (CSMP) is in developing covert taggants for a range of anti-counterfeiting security applications. Development and manufacturing activities are conducted primarily at its facilities in Albuquerque, New Mexico and Mountain View, California. In addition to the carbon black the Company makes using conventional carbon black manufacturing methods, it has developed elastomer composite products that are compounds of natural latex rubber and carbon black made by a liquid phase process. Its Cabot Elastomer Composites Business (CEC) products are targeted for tire, defense, mining, automotive and aerospace applications. It manufactures CEC products at its facility in Port Dickson, Malaysia.

Specialty Fluids Segment

The Company�� Specialty Fluids Segment produces and markets cesium formate as a drilling and completion fluid for use primarily in high pressure and high temperature oil and gas well construction. It has a mine and a cesium formate manufacturing facility in Manitoba, Canada, as well as fluid blending and reclamation facilities in Aberdeen, Scotland and in Bergen and Kristiansund, Norway.

The Company competes with Aspen Aerogel, Inc.

Advisors' Opinion:

• [By Victor Selva]

  The company has a current ratio of 17.8% which is higher than the industry mean of 6.55%. Also, it's higher than the one registered by Akzo Nobel NV (AKZOY), Cabot Corporation (CBT) and Olin Corporation (OLN). For investors looking for a higher ROE, PPG Industries Inc. (PPG) could be the option.

• [By Eric Volkman]

  Cabot (NYSE: CBT  ) has elected not to shift its dividend policy for the time being. The company declared its latest common stock distribution, which is to be $0.20 per share paid on September 13 to shareholders of record as of August 30.�That amount matches each of the firm's previous five distributions, the most recent of which was handed out in the middle of last month. Prior to that, Cabot paid $0.18 per share.

Top 5 Diversified Bank Stocks To Invest In 2015: Demandware Inc (DWRE)

Demandware, Inc. (Demandware), incorporated in February 2004, is a provider of software-as-a-service e-commerce solutions that enable companies to design, implement and manage their own customized e-commerce sites, including Websites, mobile applications and other digital storefronts. The Company sells subscriptions to its on-demand software and related services through both a direct sales force and indirect channels. Its customers consist of retailers and branded consumer product manufacturers that operate principally in the vertical markets, including apparel, general merchandise, health and beauty, home and garden, sporting goods and other vertical categories. The Company derives most of its revenue from subscriptions to its on-demand platform and related services. The Company derives its services revenue from the implementation of its customers��e-commerce sites, which includes the integration of complementary technologies and adaptation to back-end systems and/or business processes and the configuration and deployment of the site. In January 2014, Demandware Inc acquired privately-held Mainstreet Commerce, a provider of cloud-based order management solutions.

The Company physically hosts its on-demand solutions for its customers in 11 secure data center facilities located in North America and Europe. It contracts for use of these data center facilities from Equinix Operating Co. and NaviSite, Inc. The Company engineers and architects the actual computer, storage and network systems upon which its platform operates, which the Company calls its grid computing points of delivery (PODs), and deploy them to the data center facilities, which provide physical security, including manned security round the clock. The Company provides system security, including firewalls and encryption technology, and it conducts regular system tests and vulnerability assessments.

Demandware Commerce Platform

The Company�� platform uses a Web-based interface to provide one centra! l location for its customers to control and manage their e-commerce sites from products to pricing to placement to content. It provides security and built-in disaster recovery through its network of data centers. Using its Demandware Commerce platform, customers can easily deploy e-commerce sites without the need to install or integrate their own hardware and software infrastructure.

The Company offers on-demand e-commerce platform, a network of alliance partners that extends the value of the platform, and a business model designed for customer revenue growth. The Company delivers its solutions on-demand to its customers who can access and can manage it over the Internet using a standard Web browser. The Company has built its solutions using a single code base and a multi-tenant, multi-user architecture that it hosts. Demandware Commerce provides a single platform that its customers can use to manage consumer interactions across all digital touch points worldwide. Its reference applications are based on e-commerce can be customized to individual needs, with access to a sophisticated cross-channel merchandising engine and open development environment. Its applications include Web Storefront Applications, Call Center Application and Mobile Application. With Demandware Commerce, a customer can build a e-commerce site from scratch or leverage its pre-built storefront, called Site Genesis.

The Company�� call center application allows its customers��call center agents to quickly access order, consumer and product information through a single Web-based interface, enabling a more efficient and engaging experience for the consumer. Using this application, agents are able to easily search for products using advanced search techniques and guided navigation. In addition to providing improved customer service, agents can use this software to gain a single view into a consumer�� entire order history and recommend products using rules established by its merchandising tools. The Compan! y�� mob! ile application offers a customizable mobile storefront with the functionality its customers need to create a compelling shopping experience for consumers on their mobile devices. Its Demandware Commerce platform provides a unified development environment between the mobile storefront and its customers��other e-commerce sites for ease of customization and site management. Its mobile application is compatible with browsers and with smart phones, such as the iPhone, Android and BlackBerry.

Demandware Commerce Center is a centralized application for control and management of all consumer e-commerce experiences across multiple sites and channels. In addition, users are able to create customized dashboards to display the commonly used activities. Active Merchandising, which is a metrics-driven online selling engine that controls merchandising interactions across search, personalization, analytics, promotions and catalog according to rules created by each of its customers. Products and Catalogs, which enables merchants to manage seasonal, branded and future product offerings across categories, catalogs and sites. Promotions, which consists of multiple configuration options for creating and controlling product promotions. A/B Testing, which allows merchants to perform comparison tests to determine, which merchandise is selected. Searchandising, which consists of rules that can easily be configured by the merchant to feature products in search results that deliver the inventory turn, conversion rates and average order size. Order Management, which provides users the ability to access, modify and cancel orders. Customer Targeting, which provides the capability to create rules that include and exclude conditions for triggering different merchandising offers, promotions and products.

Merchants and developers, through Demandware LINK, have access to an extensive library of integrations to third-party applications. These applications include campaign management, dynamic product imaging, ! order man! agement, payment management, personalization, social commerce and ratings and reviews. The Company supports its partners in the development of third-party integrations and undertake an approval process before the application is made available for downloading on Demandware LINK. Through Demandware Commerce developers can build, customize, test, debug, deploy, integrate and extend their e-commerce sites, all on-demand. Its development platform includes access to an extensive library of pre-built business processes and contains all the necessary tools to edit them.

The Demandware Commerce Cloud is comprised of its network of data centers, as well as its cloud-based architecture. Its on-demand platform allows the Company to increase the processing capacity of the environment, in which its customers��e-commerce sites operate to meet surges in demand. Through its Commerce Cloud, it also provides high uptime, security and built-in disaster recovery.

E-Commerce Retail Practice

The Company has developed a customer success program as a key component of its operational model, which is designed to enable its customers to achieve customer revenue growth and is delivered within the context of a shared business relationship. In this program, it assigns to customers an e-commerce strategist, who works hand-in-hand with its customers��executives to maximize the value of their investment. These e-commerce strategists are focused on growing its customers��revenue by taking the merchandising features and functionality of Demandware Commerce and an understanding of industry practices in site design, merchandising, analytics, interactive marketing, personalization and multi-channel integration. The Company also provides customer support engineers. Periodic system maintenance and continuous feature additions are also included in product support agreement coverage, which is included in the subscription fee. It offers support in multiple languages and through multiple channels, incl! uding glo! bal support coverage available round the clock.

Client Services

The Company�� customer enablement methodology includes document templates and processes to help project teams focus on the key tactical and strategic areas to maximize returns on its customers��online investments and minimize business risk. Its customer enablement methodology guides its tactical process to build and deploy an e-commerce site utilizing its Demandware Commerce platform. In addition, it offers a range of training classes to educate all individuals-e-commerce managers, Web developers, application developers and information technology (IT) professionals, who are part of its customers��implementation, maintenance and optimization teams.

The Company competes with IBM, Oracle/ATG, eBay/Magento, hybris, Digital River and eBay/GSI Commerce.

Advisors' Opinion:

• [By Monica Wolfe]

  Demandware (DWRE)

  During the second quarter, Columbia Wanger increased their holdings in Demandware by 162.49%. The fund added 948,503 shares to their stake in the company at an average price of $30.30. Since this buy, the price per share has increased 46.2%.