10 Best Quality Stocks To Own For 2014

Introduction and General Observations of the Information Technology Sector

Dividend growth investors seeking quality dividend growth stocks to fund their retirement portfolios have not historically looked to the information technology sector. Traditionally, the information technology sector has been associated with higher growth and higher risk. However, in addition to higher growth, many technology companies are also very cyclical in nature. Another common attribute for tech companies is how they have traditionally utilized their capital. In order to finance their high-growth needs, the majority of information technology companies have traditionally not paid dividends. Instead, they used their capital to fund future growth. However, another contributing factor to the no dividend policy of information technology companies was the nascent nature of this industry.

But with the passing of time, the information technology sector has matured. Today, we find an eclectic mix of large and mature companies, mixed in with younger and smaller enterprises. Moreover, information technology has become an integral and ubiquitous part of virtually every other sector. In other words, no matter what industry or sector a business operates in, today they are all using technology to make their businesses more efficient, productive and more profitable. Therefore, as information technology has evolved and matured, the way investors relate to this industry needs to evolve and mature along with them.

Top 10 Building Product Companies To Buy For 2015: Harte-Hanks Inc. (HHS)

Harte-Hanks, Inc., a direct and targeted marketing company, provides multichannel direct and digital marketing services, and shopper advertising opportunities to a range of local, regional, national, and international consumer and business-to-business marketers in the United States and other countries. It offers integrated, multichannel, and data-driven solutions for various brands to retail, high-tech/telecom, financial services, and pharmaceutical/healthcare markets. The company provides agency and digital services, including Website development and design, digital strategy, social media marketing and monitoring, email marketing, and ecommerce and interactive relationship management services; database marketing solutions that enable organizations to build and manage customer communication strategies; and Trillium Software System, a global locator geocoding product, as well as associated data governance services. It also offers direct mail and fulfillment, and business-to -business lead generation services, as well as operates teleservice workstations that provide advanced contact center solutions. The company has a strategic partnership with GX Software. Harte-Hanks, Inc. was founded in 1970 and is headquartered in San Antonio, Texas.

Advisors' Opinion:

• [By Eric Volkman]

  There will soon be a new moniker on the CEO nameplate at Harte-Hanks (NYSE: HHS  ) . The company has picked Robert Philpott to replace outgoing Chief Executive Larry Franklin, who will retire on June 30. Philpott, who was selected following a global search led by a board of directors committee, will also assume Franklin's role as president of the company.

10 Best Quality Stocks To Own For 2014: Edwards Lifesciences Corporation (EW)

Edwards Lifesciences Corporation provides products and technologies to treat structural heart disease and critically ill patients worldwide. The company offers surgical heart valve therapy products, such as tissue heart valves and repair products, which are used to replace or repair a patient�s diseased or defective heart valve; and produces pericardial and porcine valves. Its surgical heart valve therapy products include Carpentier-Edwards PERIMOUNT pericardial valve that comprise PERIMOUNT Magna Ease valves for aortic and mitral replacement; ThruPort systems that enable minimal incision valve surgery; and protection cannulae used during cardiac surgery in venous drainage, aortic perfusion, venting, and cardioplegia delivery. The company also provides transcatheter heart valves portfolio that includes technologies designed to treat heart valve disease using catheter-based approaches, as well as critical care products, such as hemodynamic monitoring systems to measure a p atient�s heart function in surgical and intensive care settings; Swan-Ganz line of pulmonary artery catheters and PreSep continuous venous oximetry catheters for measuring central venous oxygen saturation; VolumeView sensor-catheters; FloTrac continuous cardiac output monitoring system, a minimally invasive cardiac monitoring technology for goal-directed fluid optimization; and EV1000 clinical monitoring platform, which displays a patient's physiologic status. Its critical care products also include disposable pressure monitoring devices and closed blood sampling systems to help protect both patients and clinicians from the risk of infection; and products used to treat endolumenal occlusive disease, including balloon-tipped, catheter-based embolectomy products, surgical clips, and clamps. The company distributes its products through direct sales force and independent distributors. Edwards Lifesciences Corporation was founded in 1999 and is headquartered in Irvine, Californi a.

Advisors' Opinion:

• [By Teresa Rivas]

  Edward LifeSciences�(EW) climbed as it won the latest round in its patent infringement case against Medtronic�(MDT)�� Federal Court ordered preliminary injunction on U.S. Sales of Medtronic’s�infringing heart valve, although the company plans to appeal.

10 Best Quality Stocks To Own For 2014: Amgen Inc.(AMGN)

Amgen Inc., a biotechnology medicines company, discovers, develops, manufactures, and markets human therapeutics based on advances in cellular and molecular biology for grievous illnesses primarily in the United States, Europe, and Canada. The company markets recombinant protein therapeutics in supportive cancer care, nephrology, and inflammation. Its principal products include Aranesp and EPOGEN erythropoietic-stimulating agents that stimulate the production of red blood cells; Neulasta and NEUPOGEN to stimulate the production of neutrophils, which is a type of white blood cell that helps the body to fight infections; and Enbrel, an inhibitor of tumor necrosis factor that plays a role in the body?s response to inflammatory diseases. The company also markets other products comprising Sensipar/Mimpara, a small molecule calcimimetic that lowers serum calcium levels; Vectibix, a monoclonal antibody that binds specifically to the epidermal growth factor receptor; and Nplate, a thrombopoietin (TPO) receptor agonist that mimics endogenous TPO, the primary driver of platelet production. In addition, it provides Denosumab, a human monoclonal antibody that targets RANKL, an essential regulator of osteoclasts. Further, the company offers product candidates in mid-to-late stage development in a variety of therapeutic areas, including oncology, hematology, inflammation, bone, nephrology, cardiovascular, and general medicine consisting of neurology. It markets its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies; consumers; and wholesale distributors of pharmaceutical products. The company has various collaborative arrangements with Pfizer Inc.; GlaxoSmithKline plc; Takeda Pharmaceutical Company Limited; Daiichi Sankyo Company, Limited; Array BioPharma Inc.; Kyowa Hakko Kirin Co. Ltd.; and Cytokinetics, Inc. Amgen Inc. was founded in 1980 and is headquartered in Thousand Oaks, California.

Advisors' Opinion:

• [By Bryan Murphy]

  When most investors think of cancer stocks, names like Amgen, Inc. (NASDAQ:AMGN) or Roche Holding Ltd. (OTCMKTS:RHHBY) come to mind. And to be fair, they're both top-of-mind names for good reasons. Five of the world's top-ten selling cancer drugs are from Roche Holding, and Amgen is the world's biggest biotech company; it just spent $10 billion on the acquisition of an entire company almost to add just one cancer therapy to its library. Thing is, while Roche Holding Ltd. and Amgen, Inc. make top-notch drugs to treat cancer once acquired, neither actually does anything to prevent the development of cancer through metastasization. Indeed, the prevention of the spread of cancer isn't on the biopharma industry's radar at all, save one company - a little outfit called MetaStat Inc. (OTCBB:MTST).

• [By Ben Levisohn]

  Shares of Intercept Pharmaceuticals have dropped 8.3% to $295, lagging the 3.3% drop in the iShares Nasdaq Biotechnology ETF (IBB) and the 4.7% decline in the SPDR S&P Biotech ETF (XBI). Gilead Sciences (GILD) has fallen 2.1% to $72.44 and Amgen (AMGN) is off just 1.8% at $121.88.

• [By Brian Orelli]

  That's true of rheumatoid arthritis, which has multiple blockbuster drugs serving patients. Pfizer's hoping that its oral medication, Xeljanz, can take down the current offerings, including Johnson & Johnson's Remicade, AbbVie's (NYSE: ABBV  ) Humira, and Enbrel, sold by Pfizer and Amgen (NASDAQ: AMGN  ) , which all have to be injected. It'll take awhile to capture sales from drugs that doctors are comfortable prescribing, but investors will be happy with just a fraction of the market -- Remicade topped $6 billion last year, Enbrel broke $4 billion, and Humira topped the list at $9.3 billion.

• [By Dan Carroll]

  Odanacatib has competition as well. Amgen (NASDAQ: AMGN  ) has its own bone therapy drugs, Prolia and Xgeva, each of which are expected to succeed. Morningstar in May said that it expects Amgen's osteoporosis and fracture-preventing drugs, respectively, to generate more than $3 billion in peak sales. There's an opportunity for odanacatib to thrive alongside Amgen's two drugs, but competition for the top spot in this niche will be a battle to watch.

10 Best Quality Stocks To Own For 2014: Google Inc (GOOGL)

Google Inc. (Google), incorporated on October 22, 2002, is a global technology company. The Company�� business is primarily focused around key areas, such as search, advertising, operating systems and platforms, enterprise and hardware products. The Company generates revenue primarily by delivering online advertising. The Company also generates revenues from Motorola by selling hardware products. The Company provides its products and services in more than 100 languages and in more than 50 countries, regions, and territories. Effective September 16, 2013, Google Inc acquired Bump Technologies Inc. Effective October 22, 2013, Google Inc acquired FlexyCore, a developer of software. Effective December 6, 2013, Google Inc acquired the entire share capital of SCHAFT Inc. Effective December 14, 2013, Google Inc acquired Boston Dynamics Inc. Effective January 15, 2014, Google Inc acquired Impermium Corp, a developer of SaaS application software. Effective February 7, 2014, Google Inc acquired the remaining 88% interest in Nest Labs Inc. Effective February 21, 2014, Google Inc acquired Spider.io, a provider of online fraud detection services. Effective March 12, 2014, Google Inc acquired Green Throttle Games.

Search

The Company integrates features into its search service and offers specialized search services to help users tailor their search. The Company also offers product listing advertisements (ads), which include product information, such as product image, price, and merchant information, without requiring additional keywords or ad text. In January 2012, it launched Search plus Your World. During the year ended December 31, 2012, it also introduced Google Now and Google�� Knowledge Graph. Google Now is a search feature that gets the right information at just the right time. It tells the day�� weather before start of a day, how much traffic to expect before you leave for work or school, when the next train will arrive as you��e standing on the platform, or favorite team�! � score while they��e playing - all automatically with cards appearing throughout the day at the moment you need them. Google�� Knowledge Graph, enables the user to search for things, people or places that Google knows about-landmarks, celebrities, cities, sports teams, buildings, geographical features, movies, works of arts and more-and enhances Google Search in three ways: find the right thing, get the summary, and go deeper and broader.

Advertising

The Company�� AdWords is a primary auction-based advertising program, which delivers ads to search queries or Web content. With AdWords, advertisers create text-based ads that then appear beside related search results or Web content on its Websites and on thousands of partner Websites in its Google Network, which is the network of third parties that use its advertising programs to deliver relevant ads with search results and content. The Company also offers AdWords on a cost-per-impression basis that enables advertisers to pay the Company based on the number of times their ads appear on its Websites and the Company�� Google Network Members��Websites as specified by the advertiser. Its AdSense program enables Websites that are part of the Google Network to deliver ads from its AdWords advertisers that are relevant to the search results or content on Websites. In June 2012, the Company integrated its AdMob technology directly into its AdWords system, which enables advertisers to run campaigns across the more than 300,000 mobile applications running ads by AdMob - all from within the AdWords interface.

The Company�� Display advertising consists of videos, text, images, and other interactive ads that run across the Web on computers and mobile devices, including smart phones and handheld computers, such as net books and tablets. The Google Display Network provides advertisers services related to the delivery of display advertising across publishers participating in its AdSense program, publishers participat! ing in th! e DoubleClick Ad Exchange, and Google-owned sites, such as YouTube and Google Finance. Through its DoubleClick advertising technology, it provides to publishers, agencies, and advertisers the ad serving technology, which is the infrastructure that enables billions of ads to be served each day across the Web. Its DoubleClick Ad Exchange creates a real-time auction marketplace for the trading of display ad space. In addition, YouTube provides a range of video, interactive, and other ad formats for advertisers to reach their intended audience. YouTube�� video advertising solutions give advertisers a way to promote their content to the YouTube community, as well as to associate with content being watched by their target audience. YouTube also offers analytic tools to help advertisers understand their audience and derive general business intelligence.

The Company is focused on developing easy-to-use ad products to help advertisers extend their reach, help create revenue opportunities for its publisher partners, and deliver relevant and useful ads to users on the go. Google Mobile extends its products and services by providing mobile-specific features to mobile device users. The Company�� mobile-specific search technologies include search by voice, search by sight, and search by location. Google Mobile also optimizes a number of Google�� applications for mobile devices in both browser and downloadable form. In addition, the Company offers advertisers the ability to run search ad campaigns on mobile devices with mobile-specific ad formats, such as click-to-call ads in which advertisers can include a phone number within ad text. AdMob also offers effective ad units and solutions for application developers and advertisers. The Company provides users with relevant local information. The Company has organized information around more than 80 million places globally from various sources across the Web. Users can find addresses, phone numbers, hours of operation, directions and more for millions of! local qu! eries like shops, restaurants, parks and landmarks right on Google.com, on Google Maps and on Google Maps for mobile. Its products and services also help local business owners manage their online presence and connect with potential customers.

Operating Systems and Platforms

The Company�� Android is a free and open source mobile software platform that any developer can use to create applications for mobile devices and any handset manufacturer can install on a device. Google Chrome OS is an open source operating system with the Google Chrome Web browser as its foundation. Both the Google Chrome OS and the Google Chrome browser are built around the core tenets of speed, simplicity, and security. The Chrome browser runs on Windows, Mac, and Linux computers. Google+ is a new way to share online just like users do in the real world, sharing different things with different people. Google Play is a cloud-based, digital entertainment destination with more than 700,000 applications (apps) and games plus music, movies and books that its users can find, enjoy and share on the Web and on their Android phone or tablet. Google Drive is a place where users can create, share, collaborate, and keep all of their stuff. Google Docs is built right into Google Drive so users can work with others in real time on documents, spreadsheets and presentations and users��files go everywhere they do. Google Wallet is a virtual wallet that securely stores credit and debit cards, offers, and rewards cards. Users can tap their phone to pay in-store using Google Wallet anywhere contactless payments are accepted - at over 200,000 merchants across the United States. Google TV is a platform that gives consumers the power to experience television and the Internet on a single screen, with the ability to search and find the content they want to watch. The Google TV platform is based on the Android operating system and runs the Google Chrome browser.

Enterprise

The Company�� enterprise! products! provide Google technology for business settings. Through Google Apps, which includes Gmail, Google Docs, Google Calendar, and Google Sites, among other features, it provides hosted, Web-based applications that people can use on any device with a browser and an Internet connection. In addition, the Company provides its search technology for use within enterprises through the Google Search Appliance (real-time search of business applications, intranet applications, and public websites), on their public-facing sites with Google Site Search (custom search engine), and Google Commerce Search (for online retail enterprises). The Company also provide versions of its Google Maps Application Programming Interface (API) for businesses (including interactive Google Maps for public and internal Websites), as well as Google Earth Enterprise (a behind-the-company-firewall software solution for imagery and data visualization). Its enterprise solutions have been adopted by a variety of businesses, governments, schools, and non-profit organizations.

Motorola

The Company�� Motorola business consists of two segments: Mobile segment and Home segment. The Mobile segment is focused on mobile wireless devices and related products and services. The Home segment is focused on technologies and devices that provide video entertainment services to consumers by enabling subscribers to access a variety of interactive digital television services.

The Company competes with Facebook, Inc., Twitter Inc., Yahoo! Inc., Microsoft Corporation, eBay Inc., and Amazon.com, Inc.

Advisors' Opinion:

• [By Mark Girland]

  Google (NASDAQ: GOOG  ) (NASDAQ: GOOGL  ) plans to develop cars driven by computers. The company intends to make 100 prototype driverless cars without steering wheels or pedals. Google's move into the driverless car segment comes shortly after Tesla disclosed plans to produce a car capable of running on "auto-pilot" within the next three years.

10 Best Quality Stocks To Own For 2014: Hanwha SolarOne Co. Ltd.(HSOL)

Hanwha Solarone Co., Ltd., an investment holding company, engages in the manufacture and sale of silicon ingots, silicon wafers, and PV cells and modules. The company also offers mono crystalline and multi crystalline silicon cells; and provides PV module processing services. It sells its products to solar power system integrators and distributors primarily in Germany, Italy, Australia, the United States, the Czech Republic, Spain, and China. The company was formerly known as Solarfun Power Holdings Co., Ltd. and changed its name to Hanwha SolarOne Co., Ltd. in December 2010. Hanwha Solarone Co., Ltd. was founded in 2004 and is based in Qidong, the People?s Republic of China.

Advisors' Opinion:

• [By Paul Ausick]

  Big Earnings Movers: Hanwha SolarOne Ltd. (NASDAQ: HSOL) is down 6.8% at $3.68. Hovnanian Enterprises Inc. (NYSE: HOV) is up 2.2% at $5.15.

  Stocks on the move: Delta Air Lines Inc. (NYSE: DAL) is up 9.3% at $21.74 after being adding to the S&P 500 index. BlackBerry Ltd. (NASDAQ: BBRY) is up 6.4% at $11.53 on reports that a former board member has nearly lined up financing to take the company private. Molex Inc. (NASDAQ: MOLX) is up 31.6% at $38.60 following an agreement to be acquired by Koch Industries Inc.

• [By Roberto Pedone]

  One under-$10 stock that's starting to move within range of triggering a big breakout trade is Hanwha SolarOne (HSOL), which manufactures a number of silicon ingots, PV cells and PV modules using advanced manufacturing process technologies. This stock has been on fire so far in 2013, with shares up 301%.

  If you take a look at the chart for Hanwha SolarOne, you'll notice that this stock has been uptrending strong for the last month and change, with shares moving higher from its low of $2.60 to its recent high of $4.28 a share. During that uptrend, shares of HSOL have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of HSOL within range of triggering a big breakout trade.

  Traders should now look for long-biased trades in HSOL if it manages to break out above its 52-week high at $4.28 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 1.61 million shares. If that breakout triggers soon, then HSOL will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are its next major overhead resistance levels at $6 to $7 a share.

  Traders can look to buy HSOL off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day moving average at $3.40 a share, or near more support at $3.35 a share. One can also buy HSOL off strength once it clears $4.28 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

• [By Paul Ausick]

  Stocks on the move: Nokia Corp. (NYSE: NOK) is up 31.5% at $5.13 on the announcement that Microsoft Corp. (NASDAQ: MSFT) will acquire the Finnish firm�� mobile phone business for $7.2 billion. Chinese solar energy stocks are getting a boost again today, with Hanwha SolarOne Co. (NASDAQ: HSOL) up more than 15.9% and ReneSola Ltd. (NYSE: SOL) up 14.9%.

10 Best Quality Stocks To Own For 2014: Pharmerica Corporation(PMC)

Pharmerica Corporation operates as an institutional pharmacy services company in the United States. It offers services to healthcare facilities and provides management pharmacy services to hospitals. The company purchases, repackages, and dispenses prescription and non-prescription pharmaceuticals in accordance with physician orders and delivers such medication to healthcare facilities for administration to individual patients and residents. It also provides consultant pharmacist services for customers to comply with the federal and state regulations applicable to nursing homes; and medical records services. In addition, the company offers various ancillary services, such as infusion therapy products and services; and hospital pharmacy management services, including hospital pharmacy operations, regulatory and financial management services, and clinical pharmacy programs to various hospitals. PharMerica Corporation operates approximately 95 institutional pharmacies in 44 s tates and provides pharmacy management services to 91 hospitals. Its customers primarily include institutional healthcare providers, such as skilled nursing facilities, nursing centers, assisted living facilities, hospitals, and other long-term alternative care settings. The company is headquartered in Louisville, Kentucky.

Advisors' Opinion:

• [By Sean Williams]

  What: Shares of PharMerica (NYSE: PMC  ) , a pharmacy services company, jumped as much as 11% after reporting better-than-expected first-quarter results.

10 Best Quality Stocks To Own For 2014: Tremor Video Inc (TRMR)

Tremor Video, Inc.( Tremor Video), incorporated on November 22, 2005, is a provider of technology-driven video advertising solutions enabling brand advertisers to engage consumers across multiple Internet-connected devices, including computers, smartphones, tablets and connected televisions. The Company�� clients include brand advertisers globally, including automakers and consumer packaged goods companies. The Company�� technology, VideoHub, analyzes in-stream video content, detects viewer and system attributes, and leverages its repository of stored data to optimize video ad campaigns for brand-centric metrics. VideoHub also provides advertisers and agencies with analytics and measurement tools enabling them to understand why, when and where viewers engage with their video ads.

VideoHub

VideoHub powers the Company�� video advertising solutions. Through VideoHub it delivers brand-centric key performance indicators, distinct signals to drive optimization, brand-centric optimization, in-stream video analysis and categorization, ad performance transparency, ad placement transparency, and cross site and channel measurement.

The Company has a range of brand-centric key performance indicators (KPIs), such as engagement (that is, the interaction of a viewer with a video ad), brand lift (that is, a positive shift in preference towards a brand or branded product driven by exposure to a video ad and brand education), and time spent (that is, the amount of time a viewer spends with a video ad), which are tailored to the needs of brand advertisers. Throughout a campaign VideoHub analyzes and stores data for all KPIs in its suite. Using a training algorithm, VideoHub trains a series of statistical predictive models to build a decision tree, which predicts performance of the video ad campaign for the chosen KPI.

VideoHub performs an analysis on every video stream and categorizes it among one of approximately 72 video content categories. It also has the ab! ility to scan and categorize content by analyzing the audio track and certain visual elements. VideoHub offers advertisers transparency into the workings of its decision tree. VideoHub tracks the number of impressions served to a specific publisher site and whether a video ad placement is fully, partially or not visible to a viewer, which it refer to as viewability.

The Company�� metric, eQ score+, allows advertisers to compare video inventory quality across different publisher sites by measuring attributes such as viewability, the size of the video player and ad completion rate. When coupled with pricing information, these insights help advertisers compare the relative value of video inventory across publishers.

Tremor Video Network

The Tremor Video Network offers advertisers access to video inventory at scale across multiple devices in brand safe environments. Through the Tremor Video Network it delivers scale and reach across multiple devices, premium video content, brand safety, in-stream video focus, advanced ad formats, and pricing models. The Tremor Video Network delivers scale and reach across multiple Internet-connected devices, including computers, smartphones, tablets and connected television, enabling its clients to use its solutions to address their online video advertising needs across these devices.

The Company�� technology scans and categorizes every video within the Tremor Video Network and prevents video ads from being served within content, which is identified as objectionable for the brand advertiser, including content which contains accidents, distasteful or obscene language, substance abuse, violence, gambling, sex or crime. It specializes in delivering in-stream video advertisements, which can be served to viewers prior to or during the publisher's content when they are the most engaged.

The Company�� ad formats include Super Pre-Roll, Pre-Roll Plus and Pre-Roll Extended Play. The Company offers brand perform! ance-base! d pricing models for in-stream video advertisements, which are tied to the effectiveness of the Tremor Video Network, as advertisers using these models pay the Company only if their video ad campaigns perform.

VideoHub for Advertisers (VHA)

The Company is licensing VHA, a software platform, which client access through a Web portal. By licensing VHA, advertisers and their agencies can use VHA across the entirety of their video ad buys, including on publisher sites. In order to analyze video ad campaigns running outside the Tremor Video Network, VideoHub generates a tracking code which is associated with the video ad unit that the advertiser or agency wishes to analyze through VHA. Advertisers and agencies can then access VideoHub's advanced analysis of this data through VHA in order to gain valuable insights into campaign performance, including the performance of the campaign on a particular publisher's site.

The Company competes with Hulu, LLC, Google Inc., BrightRoll, Inc., YuMe, Inc., CBS, CNN, ESPN, Adap.tv, Inc., Videology, Inc., Facebook, Inc., Microsoft Corporation, Yahoo! Inc. and Adobe Systems Incorporated.

Advisors' Opinion:

• [By Helix Investment Research]

  We note that Keating Capital's co-investors in many of its portfolio companies are not simply other venture capital or existing investors, but strategic investors as well. Examples include Agilyx, where Waste Management (WM) is a co-investor, BrightSource, where Chevron (CVX) and BP (BP) are co-investors, Kabam, where Google (GOOG) and Intel (INTC) are co-investors, or Tremor Video (TRMR), where Time Warner (TWX) is a co-investor. As of the end of Q2 2013, 9 (excluding Jumptap) of Keating Capital's portfolio companies had unrealized gains, with an average gain of 25.6% (again excluding Jumptap, which had unrealized gains of 8% as of the end of Q2 2013). The remaining 6 companies had an average loss of 44.46%. However, on an overall basis, Keating Capital's portfolio currently has an average unrealized gain of 2.15%. While this is not a large gain, we note that the bulk of Keating Capital's profits are realized upon exiting an investment in conjunction with the portfolio company's IPO or sale. Furthermore, portions of Keating Capital's portfolio are defended by structurally protected appreciation clauses that the company has struck with its portfolio companies, clauses that are not reflected on its balance sheet. These clauses, which are negotiated between Keating Capital and its portfolio companies, allow the company to receive shares in the portfolio company's IPO at a discount, or grant it warrants to purchase additional shares in an IPO for a nominal price. Since inception, Keating Capital has negotiated structurally protected appreciation clauses in 11 of the 20 companies it has invested in. As of the end of Q2 2013, 6 of Keating Capital's 15 portfolio companies were protected by structurally protected appreciation clauses, representing $22 million in total capital (almost 43% of the company's invested capital), thereby entitling Keating Capital to a weighted-average aggregate value of 1.9x its investment at the time of an IPO.

• [By John Udovich]

  Yesterday, small cap advertising solutions stock�Rocket Fuel Inc (NASDAQ: FUEL) jumped 13.55% while peer Tremor Video Inc (NYSE: TRMR) rose 8.24%. So what is going on with these two small caps and which one might be the better deal?

• [By Rick Munarriz]

  Tremor Video (NYSE: TRMR  ) -- $7.97
  Tremor went public at $10 a share late last month, and it's already a busted IPO.

  The company seems to be at the right place at the right time. Tremor runs an online video advertising network at a time when everyone is gravitating to video content. Tremor's VideoHub platform analyzes in-stream video content to serve up optimal video ad campaigns. Its clients include all 10 of the largest automakers and all but one of the 10 largest packaged goods companies.

• [By John Udovich]

  Small cap video technology stocks Envivio Inc (NASDAQ: ENVI), Ku6 Media Co Ltd (NASDAQ: KUTV) and Tremor Video Inc (NYSE: TRMR) made some interesting moves today and in recent days or months���meaning its worth taking a closer look at all three to see if there might be opportunities for traders and investors alike: