Bookmark and Share

10/29/2012

524% Return With The Best Technology Growth Portfolio – Cloud Computing

High Growth Technology Portfolio Researched By “long-term-investments.blogspot.com”. Technology stocks are hot because they can boost your wealth in a very fast way if you bet on the next big theme. The current trends are smart phones and cloud computing. If you have had invested your money in a well diversified cloud computing portfolio, you should have realized a total return of 524 percent since January 2002. This represents a yearly return of 18.35 percent. Below is a list of 24 companies that have a business unit in this growth industry. SAP is currently the fastest growing cloud computing stock. Below the results are six companies with a positive dividend. Twenty IT-stocks have a current buy or better recommendation.

Here are my favorite stocks:
(Subscribe my Blog via RSS Feed or E-Mail. Alternative, you can follow me on Facebook or Twitter)

Cisco Systems (NASDAQ:CSCO) has a market capitalization of $91.68 billion. The company employs 66,639 people, generates revenue of $46.06 billion and has a net income of $8.04 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12.67 billion. The EBITDA margin is 27.50 percent (the operating margin is 21.85 percent and the net profit margin 17.46 percent).

Financial Analysis: The total debt represents 17.79 percent of the company’s assets and the total debt in relation to the equity amounts to 31.84 percent. Due to the financial situation, a return on equity of 16.32 percent was realized. Twelve trailing months earnings per share reached a value of $1.49. Last fiscal year, the company paid $0.28 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 11.62, the P/S ratio is 1.99 and the P/B ratio is finally 1.79. The dividend yield amounts to 3.24 percent and the beta ratio has a value of 1.26.


Long-Term Stock History Chart Of Cisco Systems (Click to enlarge)
Long-Term Dividends History of Cisco Systems (CSCO) (Click to enlarge)
Long-Term Dividend Yield History of Cisco Systems (NASDAQ: CSCO) (Click to enlarge)

Intl. Business Machines (NYSE:IBM) has a market capitalization of $220.86 billion. The company employs 433,362 people, generates revenue of $106.92 billion and has a net income of $15.86 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $26.27 billion. The EBITDA margin is 24.57 percent (the operating margin is 19.64 percent and the net profit margin 14.83 percent).

Financial Analysis: The total debt represents 26.90 percent of the company’s assets and the total debt in relation to the equity amounts to 155.54 percent. Due to the financial situation, a return on equity of 73.43 percent was realized. Twelve trailing months earnings per share reached a value of $13.89. Last fiscal year, the company paid $2.90 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 13.91, the P/S ratio is 2.07 and the P/B ratio is finally 11.16. The dividend yield amounts to 1.76 percent and the beta ratio has a value of 0.68.


Long-Term Stock History Chart Of Intl. Business Machines (Click to enlarge)
Long-Term Dividends History of Intl. Business Machines (IBM) (Click to enlarge)
Long-Term Dividend Yield History of Intl. Business Machines (NYSE: IBM) (Click to enlarge)

Oracle Corporation (NASDAQ:ORCL) has a market capitalization of $149.34 billion. The company employs 115,899 people, generates revenue of $37.12 billion and has a net income of $9.98 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $16.62 billion. The EBITDA margin is 44.78 percent (the operating margin is 36.92 percent and the net profit margin 26.89 percent).

Financial Analysis: The total debt represents 21.03 percent of the company’s assets and the total debt in relation to the equity amounts to 37.71 percent. Due to the financial situation, a return on equity of 23.92 percent was realized. Twelve trailing months earnings per share reached a value of $2.02. Last fiscal year, the company paid $0.24 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 15.36, the P/S ratio is 4.02 and the P/B ratio is finally 3.48. The dividend yield amounts to 0.77 percent and the beta ratio has a value of 1.11.


Long-Term Stock History Chart Of Oracle Corporation (Click to enlarge)
Long-Term Dividends History of Oracle Corporation (ORCL) (Click to enlarge)
Long-Term Dividend Yield History of Oracle Corporation (NASDAQ: ORCL) (Click to enlarge)

Take a closer look at the full table of the best growing IT stock porfolio. The average price to earnings ratio (P/E ratio) amounts to 33.04 and forward P/E ratio is 20.95. The dividend yield has a value of 0.59 percent. Price to book ratio is 6.19 and price to sales ratio 4.51. The operating margin amounts to 16.61 percent. The average stock is low leveraged and has a debt to equity ratio of 0.30.

Here is the full table with some fundamentals (TTM):

Cloud Computing Stock Portfolio (Click to enlarge)

Here is the 10-year performance chart of the portfolio:

Total Return of the IT-Cloud Computing Stock Portfolio 10 Year (Click to enlarge) Source: buyupside

Related stock ticker symbols:
HPQ, MSFT, CSCO, IBM, SAP, ORCL, OTEX, RAX, N, INFA, JNPR, CTXS, EMC, EQIX, FFIV, GOOG, AAPL, AKAM, AMZN, ARUN, CRM, TDC, TIBX, VMW

Selected Articles:


* I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.

No comments:

Post a Comment

Do you have any questions or notes to this article?
Please let me know your thoughts and we will discuss it.

Free Dividend Yield Newsletter

Free Dividend Yield Newsletter

If you like to receive our Newsletter, please enter your email and verify your adress. Easily unsubscribe at any time, no spam, just content.