Hot Information Technology Stocks To Invest In 2015

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Catamaran (NASDAQ: CTRX  ) , a pharmacy-benefits management and health care information technology services provider, jumped as much as 15% after the company announced a long-term deal with CIGNA (NYSE: CI  ) .

So what: CIGNA and Catamaran announced on Monday that they'd be forming a 10-year partnership whereby Catamaran would process drug claims, manage inventory levels, and fill orders for CIGNA's home-delivery pharmacy. The deal makes even more sense when you consider that Catamaran had been partnered with HealthSpring, a health-benefits provider that CIGNA purchased last year, so this should be a relatively seamless partnership. According to research firm BMO Capital Markets, this deal could add an additional $5.5 billion in revenue on top of the $3 billion it already nets through its HealthSpring partnership.

Hot Mid Cap Companies To Invest In Right Now: Oil and Gas Development Co Ltd (OGDC)

Oil and Gas Development Company Limited (OGDCL) is a Pakistan-based company engaged in the exploration and development of oil and gas resources, including production and sale of oil and gas and related activities. As the fiscal year ended June 30, 2012, the Company�� crude oil production was 37,615 barrels of oil per day, and 17 wells were spudded. As of June 30, 2011, the Company operated in 31 exploration blocks (22 blocks with 100% shares including an offshore block, and 12 blocks as operated joint ventures), including 3 offshore blocks. Its projects include Uch-II Development Project, KPD-TAY Integrated Development Project, Jhal Magsi Development Project, Sinjhoro Development Project and Nashpa/ Mela Development Project. Advisors' Opinion:

• [By Weiyi Lim]

  Drinkall, whose $83 million Frontier Emerging Markets Portfolio (MFMIX) beat 99 percent of peers tracked by Bloomberg during the past 12 months with a 40 percent gain, said he favors Nigeria because of its economic growth prospects and Pakistan on the nation�� improving political stability. His fund held shares of Lagos-based Dangote Cement Plc (DANGCEM) and Islamabad-based Oil & Gas Development Co. (OGDC) as of April 30, Morgan Stanley�� website shows.

Hot Information Technology Stocks To Invest In 2015: Ritchie Bros. Auctioneers Incorporated(RBA)

Ritchie Bros. Auctioneers Incorporated, an industrial auctioneer, sells various equipment to on-site and online bidders. The company, through unreserved public auctions, sells a range of used and unused industrial assets, including equipment, trucks, and other assets utilized in the construction, transportation, agricultural, material handling, mining, forestry, petroleum, and marine industries. It also provides Internet bidding services, which facilitate customers access to live and online auction participation. The company primarily serves buyers and sellers of equipment, trucks, and other industrial assets; rental companies and brokers; finance companies; and truck and equipment dealers. As of December 31, 2011, it operated approximately 110 locations in approximately 25 countries, including 43 auction sites worldwide. The company was founded in 1963 and is headquartered in Burnaby, Canada.

Advisors' Opinion:

• [By Chris Hill]

  Caterpillar's (NYSE: CAT  ) �first-quarter profit�fell 45% and the company lowered guidance. But its CEO said that his confidence is at a two-year high and sales in China rose. Should investors buy the stock? In this installment, our analysts discuss Caterpillar's future and explain why Ritchie Bros. Auctioneers (NYSE: RBA  ) could be a hidden winner.

Hot Information Technology Stocks To Invest In 2015: Recon Technology Ltd.(RCON)

Recon Technology, Ltd. provides hardware, software, and on-site services to companies in the petroleum mining and extraction industry in the People?s Republic of China. The company offers equipment, tools, and other hardware related to oilfield production and management; and develop and sell industrial automation control and information solutions. Its oil and gas production and transportation equipment comprise heating furnaces, burners, and separators. Recon Technology, Ltd.?s oil and gas development tools and equipment include packers of fracturing, production packers, and water injection packers; and oil and gas production increasing techniques consist of fissure shaper technique to increase perforation depth, sand prevention in oil and water well technique, water locating and plugging technique, fracture acidizing technique, and electronic broken-down service. Its automation systems and services comprise pumping unit controllers that monitors the pumping units and co llects data for load, pressure, voltage, startup, and shutdown control; RTU for monitoring natural gas wells and collecting gas well pressure data; wireless dynamometer and wireless pressure gauge; electric multi-way valve for oilfield metering station flow control; and natural gas flow computer system to measure the flow. The company?s automation systems and services also consist of Recon SCADA oilfield monitor and data acquisition system for supervision and data collection; EPC service of pipeline SCADA system for pipeline monitoring and data acquisition; EPC service of oil and gas wells SCADA system for monitoring and data acquisition of oil, and natural gas wells; EPC service of oilfield video surveillance and control system to control the oil and gas wellhead area and measure station area; and technique service for digital oilfield transformation. Recon Technology, Ltd. was incorporated in 2007 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:

• [By James E. Brumley]

  Anybody who was lucky enough to get into a Recon Technology, Ltd. (NASDAQ:RCON) position before October 7th, then congratulations - you're up big-time. Now get out. Instead, a better use of that capital is Mitek Systems, Inc. (NASDAQ:MITK). While RCON is overbought and ripe for a pullback, MITK is itching to stage a breakout.

Hot Information Technology Stocks To Invest In 2015: AB SKF (SKFRY.PK)

AB SKF, formerly SKF AB, is a global supplier of products, solutions and services within rolling bearings, seals, mechatronics, services and lubrication systems. The services provided by the Company include technical support, maintenance services, condition monitoring and training. The Company operates in three divisions: Industrial Division and Service Division, servicing industrial original equipment manufacturers (OEMs) and aftermarket customers respectively, and Automotive Division, servicing automotive OEMs and aftermarket customers. SKF operates in around 40 customer segments, including cars and light trucks, wind energy, railway, machine tool, medical, food and beverage and paper industries. In April 2009, the Company acquired the remaining 49% interest in SKF Polyseal.

In February 2008, the Company acquired QPMAerospaces�� metallic rods business. In October 2008, the Company acquired Cirval S.A Argentina. In November 2008, the Company acquired GLO s.r.l. Italy. In December 2008, the Company acquired the remaining 30% of the operations of SKF Automotive Bearings Company. In September 2008, the Company acquired PEER Bearing Company and its manufacturing units in the People�� Republic of China and Thailand.

Industrial Division

The Industrial Division serves industrial OEMs customers in some 30 global industry customer segments with a range of energy-efficient offerings. The solutions and know-how are based on the manufacturing of a wide range of bearings, such as spherical and cylindrical roller bearings, angular contact ball bearings, medium deep groove ball bearings and superprecision bearings, as well as lubrication systems, linear motion products, magnetic bearings, by-wire systems and couplings.

Service Division

The Service Division serves the global industrial aftermarket providing products and knowledge-based services for customers��plant asset efficiency. The solutions are based on SKF�� knowledge of bearings, sea! ls, lubrication systems, mechatronics and services, and customers are served by SKF and its network of over 7,000 authorized distributors. The division runs a network of Condition Monitoring Centres, which designs and produces global hardware and software. Service Division is also responsible for all SKF�� sales in certain markets.

Automotive Division

The Automotive Division serves manufacturers of cars, light trucks, heavy trucks, buses, two-wheelers and the vehicle service market, supporting them in bringing solutions to global markets. In addition, the division provides energy-saving solutions for home appliances, power tools and electric motors. Within the Automotive Division, SKF develops and manufactures bearings, seals and related products and services. Products include wheel hub bearing units, tapered roller bearings, small deep groove ball bearings, seals, and automotive specialty products for engine, steering and driveline applications. For the vehicle service market, the division provides complete repair kits, including a range of drive shafts and constant velocity joints.

Logistics Services

SKF�� business is supported by its logistics processes and systems, which involve all parts of the logistics needs in the supply chain. SKF Logistics Services provides warehousing, transportation, packaging and inventory management based on seamless information and communication technology for the SKF Group globally.

Advisors' Opinion:

• [By Stephen Simpson, CFA]

  I wrote on bearings and velocity control products company Kaydon (KDN) in early March of this year, and I didn't see a lot of value at the time. As the year went on, that call looked worse and worse, as the stock climbed about 18% - well above the S&P 500, and well above industry peers/competitors like Timken (TKR) and SKF (SKFRY.PK). To top it all off, Kaydon announced this morning (September 5) that it had received and accepted a buyout offer from SKF valuing the company at $35.50 - some 45% higher than the price when I thought it looked only about 10% undervalued. So what did I get wrong here, and what can investors do to avoid a similar mistake?