Top Communications Equipment Stocks To Own Right Now

Once upon a time (near the end of the Internet Bubble), telecommunications equipment stocks were the bee's knees -- the most popular kids on the block. Today, however, many of these firms are just pale reflections of their former selves. One of yesteryear's favorites, for example, JDS Uniphase (NASDAQ: JDSU  ) , once boasted a per-share price (split-adjusted) in excess of $1,050. Today, it costs a mere $13.28 -- down 98.75% from its peak.

And it's still not a buy. Here's why, in three short points:

JDS Uniphase stock is losing ground
When you stack up JDS Uniphase stock up against two of its rivals�-- Cisco Systems (NASDAQ: CSCO  ) and Finisar (NASDAQ: FNSR  ) , some interesting dynamics become apparent. First and foremost, of the three, JDS Uniphase stock is the only one �that has no P/E ratio ... because it has no "E" -- earnings -- to weigh its "P" -- price -- against.

Sure, Finisar is no bargain, either, at a price-to-earnings ratio of 170. But at least it has a positive P/E. Of the three, only Cisco has anything approaching an attractive number to its name: a P/E of 11.7.

Hot Communications Equipment Companies To Watch For 2015: TomTom NV (TMOAF.PK)

TomTom NV is the Netherlands-based supplier of location and navigation products and services. The Company�� offer includes maps, speed cameras, portable navigation devices (PND), fleet management services (FMS), and smart phone applications. It consists of four customer-facing segments: Consumer, Automotive, Business Solutions and Licensing. The Consumer segment is engaged in the sale of PNDs, speed cameras, maps and other related navigation services to end customers. Automotive sells in-dash navigation solutions, speed cameras, grade maps and services to companies in automotive segment, as well as PNDs for fitness products. The Business solutions segment provides fleet management services and solutions, such as fleet trackers, to fleet owners. Licensing sells digital maps, mobile applications and other content to customers within multiple market segments. The Company operates in over 35 countries worldwide. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:

• [By Genesis Housing]

  Nokia's HERE division is worth E1bn assuming a similar market cap as TomTom (TMOAF.PK) but offers significant upside as maps become the next platform for e-commerce. Assuming Nokia's net cash position declines to E2bn at Q3 from E4.1bn in Q2 (given the E1.7bn NSN deal as well as incremental cash burn due to supporting product launches), the combined value of Nokia's Net Cash, HERE division and NSN division is in line with the current market cap of Nokia.

Top Communications Equipment Stocks To Own Right Now: Fabrinet (FN)

Fabrinet, incorporated on August 12, 1999, provides optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers (OEMs) of complex products, such as optical communication components, modules and sub-systems, industrial lasers and sensors. The Company offers a range of optical and electro-mechanical capabilities across the entire manufacturing processes, including process design and engineering, supply chain management, manufacturing, advanced packaging, final assembly and test.

The products that the Company manufactures for its OEM customers includes optical communications devices, such as selective switching products, such as reconfigurable optical add-drop modules (ROADMs), optical amplifiers, modulators and other optical components and modules that collectively enable network managers to route signals through fiber traffic at various wavelengths and over various distances; tunable transponders and transceivers that eliminate the need to stock individual fixed wavelength transponders and transceivers used in voice and data communications networks; and active optical cables providing high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel and optical backplane connectivity.

Solid state, diode-pumped, gas and fiber lasers (industrial lasers) used across a array of industries, including semiconductor processing (wafer inspection, wafer dicing, wafer scribing), biotechnology (DNA sequencing, flow cytometry, hematology, antibody detection), metrology (instrumentation, calibration, inspection), and material processing (photo processing, textile cutting, annealing, marking, engraving); and sensors, including differential pressure, micro-gyro, fuel and other sensors that are used in automobiles, and non-contact temperature measurement sensors for the medical industry. The Company also designs and fabricates application-specific crystals, pri! sms, mirrors, laser components and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).

The Company competes with Sanmina-SCI Corporation, Celestica Inc., Venture Corporation Limited, Benchmark Electronics, Inc, Browave Corporation, Fujian Castech Crystals, Inc., Research Electro-Optic, Inc. and Photop Technologies, Inc.

Advisors' Opinion:

• [By Monica Gerson]

  Fabrinet (NYSE: FN) is estimated to post its Q4 earnings at $0.35 per share on revenue of $172.02 million.

  Sky-mobi (NASDAQ: MOBI) is projected to report its Q2 results.

Top Communications Equipment Stocks To Own Right Now: Ubiquiti Networks Inc (UBNT)

Ubiquiti Networks, Inc. (Ubiquiti), incorporated on June 24, 2010, is a communications technology Company. designs, manufactures and sells broadband wireless solutions worldwide. The Company offers a portfolio of wireless networking products and solutions, including systems, high performance radios, antennas and management tools, designed for wireless networking and other applications in the unlicensed radio frequency (RF) spectrum. The Company offers solutions that incorporate its RF technology, antenna design and firmware technologies, which it refers to as AirTechnologies. It offers a portfolio of communications networking products and solutions and it recently introduced products in the video surveillance, wireless backhaul and machine-to-machine communication markets.

The Company�� business is driven by a community of network operators, service providers, distributors, value added resellers (VARs) and system integrators, which it refers to as the Ubiquiti Community. As of June 30, 2013, Ubiquiti�� AirTechnologies included, UBNT, airMAX, UniFi, mFi, EdgeMAX, airVision, airFiber, airOS, NanoStation, airGrid, NanoBridge, and a number of trademark applications and registrations in the United States and other countries. The Company technology enables it to provide end to end wireless networking solutions for network operators and service providers in underserved and underpenetrated markets. It designs its products and solutions using hardware and industry standard chipsets to enable these providers to deliver carrier class wireless broadband access and services to their subscribers.

Enterprise WLAN - UniFi

Unifi hardware utilizes MIMO technology, works with 802.11 standards, and uses a single cable for data transmission and power-over-ethernet. Unlike other enterprise Wi-Fi systems that utilize a hardware Wi-Fi switch, Unifi uses a virtual controller that allows for on-site management or remote management through the cloud. Each UniFi access point a! nd can be managed centrally with the UniFi Controller software. The UniFi Controller enables enterprise WLAN managers to centrally configure and administer a UniFi network and individual access points without any special training and through secure access from any Web browser. The UniFi Controller provides automatic UniFi access point detection, firmware updates, real-time status, map loading and advanced security options.

Video Surveillance - airVision

The H.264 cameras use a single cable for data transmission and power-over-ethernet. AirVision, its management controller software, can be used to manage multiple AirCam H.264 IP cameras as well as manage other digital video recorder devices. AirVision software is available for download at no cost on its Website and only manages Ubiquiti Network camera devices. Similar to its other network management products, airVision can be accessed securely from any Web browser, provides statistical reporting and analytics and provides a management console with camera settings and event recordings.

Machine-To-Machine Communication - mFi

In June 2012, the Company announced mFi, which includes hardware sensors, power devices, and management software that allows devices to be controlled remotely. For example, mFi allows users to manage and monitor their building temperature and power consumption. The management controller software is IP based and can be accessed from any browser locally or through the cloud. MFi software allows management to create rules using if/then statements to control numerous devices.

The Company competes with Motorola, Trango, Cisco Systems, Proxim, Mikrotikls, Senao, Ceragon Networks, DragonWave, Ruckus Wireless, TP-LINK Technologies CO., LTD, Andrew Corporation, PCTEL, Aruba Networks, Inc, Vivotek, Inc., Axis Communications AB , Mobotix Corp, Cambium Networks , SAF Tehnika, EnergyHub, Inc., AlertMe.com Ltd and Radio Waves Inc.

Advisors' Opinion:

• [By Tom Bishop]

  The company I have chosen is Ubiquiti (UBNT). By ��ireless networking,��I mean products that deliver carrier-class wireless networking performance for video, voice, and data.

• [By Laura Brodbeck]

  Thursday

  Earnings Expected From: Priceline.com Incorporated (NASDAQ: PCLN), Ubiquiti Networks, Inc. (NASDAQ: UBNT), Bristow Group Inc. (NYSE: BRS), Groupon, Inc. (NASDAQ: GRPN), Scotts Miracle Gro Company (NYSE: SMG) Economic Releases Expected: US GDP, US Consumer Credit

  Friday

• [By Brian Pacampara]

  What: Shares of communications networking technologist Ubiquiti Networks (NASDAQ: UBNT  ) soared 23% today after its quarterly results and outlook topped Wall Street expectations.

• [By Robert Eberhard]

  What:�Shares of�Ubiquiti Networks� (NASDAQ: UBNT  ) have climbed today by as much as 26% after the company reported earnings last night.

Top Communications Equipment Stocks To Own Right Now: Digicore Holdings Ltd (DGC)

Digicore Holdings Limited is a South Africa-based holding company engaged in the manufacturing and distribution of fleet management and vehicle tracking solutions. The Company operates in three segments: South African Distribution, Foreign Distribution, Product Development and Manufacturing and Group Management. The Company's South African distribution segment focuses on distribution of manufactured fleet management and vehicle tracking solutions within the South African consumer market. Foreign distribution focuses on the distribution of manufactured fleet management and vehicle tracking solutions all around the world. Product development and manufacturing segment focuses on investing in research, manufacturing and development of vehicle tracking and fleet management solutions for distribution. Group Management segment renders management services to the Company. On August 31, 2012, the Company obtained an additional 27% shareholding in Ctrack (Pty) Ltd. Advisors' Opinion:

• [By Eric Lam]

  Detour Gold (DGC) plunged 18 percent to C$6.35, an almost five-year low. The company said in a statement it will not reach its 2013 production target of 270,000 ounces of gold and now forecasts 240,000 to 260,000 ounces.