Top 5 Machinery Stocks To Own Right Now

Every quarter, many money managers have to disclose what they've bought and sold, via "13F" filings. Their latest moves can shine a bright light on smart stock picks.

Today let's look at Passport Capital, founded by John Burbank in 2000 and known for combining macroeconomic analysis and fundamental research. Burbank himself is famous for having called the subprime mortgage crisis and reportedly earned a 220% return on it in 2007 -- though he lost 50% the following year. The company's Passport Global Fund has averaged annual gains of about 18% since inception (versus only 2% for the S&P 500 over the same period).

The company's reportable stock portfolio totaled $2.5 billion in value as of March 31.

Interesting developments
So what does Passport Capital's latest quarterly 13F filing tell us? Here are a few interesting details.

The biggest new holdings are McGraw-Hill Financial�and industrial machinery specialist Gardner Denver. Other new holdings of interest include Kodiak Oil & Gas (NYSE: KOG  ) and Brocade Communications Systems (NASDAQ: BRCD  ) . Kodiak recently bought 42,000 acres in the productive Bakken region, upping its assets there by 27%, and adding thousands of new barrels of oil to its production levels. Bulls love Kodiak's rapid growth and see more room to grow. Bears worry that it might be too focused on the Bakken and not sufficiently diversified.

5 Best Canadian Stocks For 2015: Esco Technologies Inc (ESE)

ESCO Technologies Inc. (ESCO), incorporated in August 1990, is a producer of engineered products and systems sold to customers worldwide, primarily for utility, industrial, aerospace and commercial applications. ESCO operates in three segments: Utility Solutions Group (Utility Solutions), RF Shielding and Test (Test) and Filtration/Fluid Flow (Filtration). On July 31, 2010, the Company acquired the capital stock of Crissair, Inc. On September 3, 2010, the Company acquired the capital stock of Xtensible Solutions, Inc. its subsidiaries include Aclara Power-Line Systems Inc. (Aclara PLS), Aclara RF Systems Inc. (Aclara RF), Aclara Software Inc., Doble Engineering Company, Doble Lemke AG, Doble Lemke GmbH, Doble PowerTest Limited, Doble TransiNor AS, Crissair, Inc., PTI Technologies Inc., TekPackaging LLC, VACCO Industries, Beijing Lindgren ElectronMagnetic Technology Co., Ltd., ETS-Lindgren L.P., ETS-Lindgren OY, ETS Lindgren Limited and ETS Lindgren Japan, Inc. In January 2013, the Company acquired the assets of Metrum Technologies LLC. In June 2013, ESCO Technologies Inc announced that it has acquired Canyon Engineering Products Inc.

UTILITY SOLUTIONS

The Utility Solutions segment accounted for approximately 57% of the Company�� total revenue during the fiscal year ended September 30, 2010 (fiscal 2010). Aclara PLS is a manufacturer of two-way power line communication systems for the electric utility industry (the TWACS systems), which are composed of equipment (meter modules and equipment for central stations and substations), software and support services. The TWACS systems provide electric utilities with a communication technology for automatic meter reading, load control, interval data, outage assessment/restoration monitoring, remote service disconnect/connect, time-of-use data for critical peak pricing, tamper/theft detection and pre-paid metering. Revenue from the TWACS systems accounted for approximately 22% of the Company�� total revenue in fiscal 2010. Aclara R! F provides, through its STAR network, wireless radio frequency (RF) data communications systems to gas, water and electric utilities for advanced metering infrastructure (AMI) applications. In fiscal 2010, total revenue received by the Company from PG&E for all sales was 9.2% of the Company�� consolidated revenue. Revenue from STAR network products, accounted for approximately 17%, of the Company�� total revenue in fiscal 2010.

Aclara Software Inc. provides utilities with software systems for energy and water information, delivering a scalable meter data management system (MDMS), AMI/meter device records and asset management, business applications addressing areas, such as revenue assurance and distribution asset analysis. Aclara�� analytics-based software applications are used by over 100 energy organizations worldwide. Doble provides electric utility customers with products and services to achieve the reliability and sustainability of electric power infrastructure. It combines three elements for customers: diagnostic test instruments, expert consulting and testing services. Revenue from Doble�� products and services, accounted for approximately 15%, of the Company�� total revenue in fiscal 2010.

TEST

The Test segment accounted for approximately 23% of the Company�� total revenue in fiscal 2010. ETS-Lindgren designs and manufactures products to measure and contain magnetic, electromagnetic and acoustic energy. It supplies customers with a range of isolated environments including RF test enclosures, acoustic test enclosures, RF and magnetically shielded rooms, secure communication facilities and broadcast and recording studios. these facilities include shielded doors and windows. ETS-Lindgren also provides the design, program management, installation and integration services required to complete these types of facilities. ETS-Lindgren also supplies customers with a range of components, including RF absorptive materials, RF filters, active compensatio! n systems! , antennas, antenna masts, turntables and electric and magnetic probes, RF test cells, measurement software and other test accessories required to perform a variety of tests. ETS-Lindgren also offers a variety of services, including calibration for antennas and field probes, chamber certification, field surveys, customer training and a variety of product tests.

FILTRATION

The Filtration segment accounted for approximately 20%, of the Company�� total revenue in fiscal 2010. PTI is a supplier of filtration products serving the commercial aerospace, military aerospace and various industrial markets. The industrial markets include chemical processing, automotive and mobile equipment. Products include filter elements, assemblies, modules, indicators and other related components. VACCO supplies flow control products, valves and filters to the space, defense and commercial industries for use in aircraft, satellite propulsion systems, satellite launch vehicles and other space transportation systems, such as the Space Shuttle and its successor. VACCO also uses its etched disc technology to produce quiet valves and manifolds for the United States Navy applications. Crissair, Inc. supplies a variety of custom and standard valves and other various components to the aerospace, defense and commercial industries. Platform applications include fixed and rotary wing aircraft, air transport and business jets, and defense systems. TekPackaging LLC produces thermoformed products and packaging materials for medical, retail, food and electronic applications.

The Company competes with Itron, Inc., Silver Spring Networks, Landis+Gyr, Cannon Technologies Inc., Sensus Metering Systems Inc., Trilliant Inc., Elster Electricity, L.L.C., Comverge, Inc., Neptune Technology Group, e-Meter Corporation, Oracle Corporation, APOGEE Interactive Inc., Opower, Inc., Ecologic Analytics, LLC, SmartSynch, Inc.,Tantalus Systems Corp, OMICRON Electronics Corp. USA, OMICRON, Megger Group Limited, EM shiel! ding mark! et, TDK RF Solutions Inc., Albatross GmbH, IMEDCO AG, Cuming Corporation, Pall Corporation, Moog, Inc., SoFrance and Clarcor Inc.

Advisors' Opinion:

• [By Travis Hoium]

  What: Shares of engineered product maker ESCO Technologies (NYSE: ESE  ) dropped 10% today after a disappointing earnings report.

  So what: Net sales dropped 4.4% in the fiscal second quarter to $166.2 million, short of the $170.5 million estimate. Earnings per share after adjusting for non-operating charges were $0.28, still below the $0.34 estimate. �

• [By James Miller Phd]

  Pall Corporation (PLL) is a supplier of filtration, separation and purification technologies, principally made by the company, for the removal of solid, liquid and gaseous contaminants from a range of liquids and gases. The company serves customers through two businesses globally: Life Sciences and Industrial. While Pall competes with many companies in the Life Sciences markets and Industrial, few companies operate in both, like ESCO Technologies Inc. (ESE) and Danaher Corp. (DHR).

Top 5 Machinery Stocks To Own Right Now: 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?

Top 5 Machinery Stocks To Own Right Now: Fidia SpA (FDA)

Fidia SpA is an Italy-based company primarily engaged in the production of numerical controls and machine tools. The Company�� activities are divided into three main business lines. In the High-speed Milling Systems, it is involved in the production and sale of milling heads kits and cutting-edge equipment. Through the Numerical Controls, Dives and Software sector, it is active in the manufacture of numerical controls for milling systems, as well as in the development and distribution of computer-aided design (CAD) and computer-aided manufacturing (CAM) software. The After-sales Service sector includes the provision of technical services, sale of spare parts and scheduled maintenance contracts. The Company operates in Germany, France, Brazil, China, Poland and India, among others. Advisors' Opinion:

• [By Patricio Kehoe]

  Despite recent anti-tobacco laws passed by the European Union and the Food and Drug Administration (FDA) in the U.S, the company�� pricing power has helped maintain its margins. In 2012, for example, Phillip Morris hiked prices on its products in Russia, Germany, Belgium, Canada, France, Greece and Spain, among others. Although the necessary measure caused substantial volume declines in these countries, consumers rapidly became accustomed to the increased prices, and returned to their habitual product consumption. Given the success of this strategy, the firm is likely to rely on it in Japan for 2014, where taxes are expected to increase yet again by 8%, after the 40% spike in October 2010.

• [By Rahul Chattaraj]

  Every year more and more people are becoming health conscious and healthcare is one such industry which I feel can never be in slump. It�� is just brilliant of Apple to embed a hardware in a smartphone which will be able to cash on this opportunity. The iPhone 5S already has the hardware components to support the Healthbook app and once the iOS 8 is released for the next iPhone model and upgrades are available for the iPhone 5S, Apple will be poised to see huge surge in the demand for its devices. Certain incidents such as the top Apple executives meeting the US Food and Drug Administration (FDA), and former Mashimo Corp. Chief Medical Officer Michael O'Reilly joining Apple are clearly hinting that the company�� mobile health dreams will very soon turn into reality.

• [By Steven Silver]

  Its Apremilast is currently under Food and Drug Administration (FDA) review for the anti-inflammatory condition, psoriatic arthritis, and has also shown promise in such indications as psoriasis and ankylosing spondylitis.

Top 5 Machinery Stocks To Own Right Now: CNH Industrial NV (CNHI)

CNH Industrial NV is a Netherlands-based company primarily engaged in the manufacture of heavy machinery and vehicles equipment. It divides its activities into four main businesses. The Agricultural Equipment offers agricultural equipment under the New Holland Agriculture, Case IH brands and the Steyr brand. The Construction Equipment produces excavators, bulldozers, backhoes, compactors and other construction equipment under the New Holland Construction and Case Construction Equipment brands. The Trucks & Commercial Vehicles manufactures trucks and a commercial vehicles, including buses, coaches and special vehicles under Iveco, Iveco Bus and Heuliez Bus brands, as well as it produces quarry and mining equipment through Iveco Astra, and fire fighting vehicles through the Iveco Magirus brand. The Powertrain offers transmission systems, engines for marine application and power generation through FPT Industrial brand. Advisors' Opinion:

• [By Lisa Levin]

  CNH Industrial NV (NYSE: CNHI) shares tumbled 2.47% to reach a new 52-week low of $11.44. CNH Industrial reported an 11% drop in its third-quarter profit.

• [By GuruFocus]

  According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.Deutsche Bank AG (DB) Reached the 52-Week Low of $36.04The prices of Deutsche Bank AG (DB) shares have declined to close to the 52-week low of $36.04, which is 36.1% off the 52-week high of $54.49. Deutsche Bank AG is owned by 3 Gurus we are tracking. Among them, 2 have added to their positions during the past quarter. 1 reduced their position.Deutsche Bank Aktiengesellschaft is a stock corporation organized under the laws of Germany. Deutsche Bank Ag has a market cap of $36.74 billion; its shares were traded at around $36.04 with a P/E ratio of 413.90 and P/S ratio of 0.90. The dividend yield of Deutsche Bank Ag stocks is 2.10%.David Dreman (Trades, Portfolio) owns 58,725 shares as of 03/31/2014, an increase of 404.64% from the previous quarter. This position accounts for 0.2% of the $1.29 billion portfolio of Dreman Value Management. Mario Gabelli (Trades, Portfolio) owns 6,250 shares as of 03/31/2014, which accounts for 0.0015% of the $18.53 billion portfolio of GAMCO Investors.Ross Stores Inc (ROST) Reached the 52-Week Low of $67.16The prices of Ross Stores Inc (ROST) shares have declined to close to the 52-week low of $67.16, which is 21.2% off the 52-week high of $81.99. Ross Stores Inc is owned by 14 Gurus we are tracking. Among them, 7 have added to their positions during the past quarter. 5 reduced their positions.Ross Stores, Inc., is a Delaware Corporation. It turned public with its IPO in August 1985. Ross Stores Inc has a market cap of $14.21 billion; its shares were traded at around $67.16 with a P/E ratio of 17.00 and P/S ratio of 1.39. The dividend yield of Ross Stores Inc stocks is 1.10%. Ross Stores Inc had an annual average earnings growth of 23.20% over the past 10 years. GuruFocus rated Ross Stores Inc the business predictability rank of 4.5-star.ROST recently reported earnings per share for the 13 weeks ended May 3, 2014 of $1.15, up from $1.07 fo