Out Fox The $treet

This article follows previous articles listing stocks starting with a G , C , and S that are attractive stocks for 2014. Over the last several years, a lot of the small-cap, growth stocks struggled to achieve market returns. Typically these high beta stocks would outperform the market during strong periods, so Stone Fox Capital is focusing on several lists of these stocks that offer potential high returns. When reviewing attractively priced stocks for 2014, groups of stocks happened to cluster into ones starting with the same letter. Instead of focusing solely on an industry or specific sector, this list will link far-flung sectors that might not typically attract the same investment crowd. The list of 'N' stocks is Annaly Capital Management ( NLY ), Nuverra Environmental Solutions ( NES ) , and Nuance Communications ( NUAN ). Read the full article here. Disclosure: Long NES and NLY. Please review the disclaimer page for more details. 

Historical analysis from Schaeffer's suggests that the annual adjustments in the NASDAQ-100 index typically provide buying opportunities for the stocks that are removed. As an example, the stocks kicked out last year averaged 57% returns for the year compared to only 34% for those added to the index last December. See the table below. The index makes a yearly adjustment at the end of December to rerank the top 100 non-financial stocks that are listed on the NASDAQ exchange. Read the full article at Seeking Alpha  Disclosure: Long SHLD. Please review the disclaimer page for more details. 

After another weak quarter, Nuance Communications ( NASDAQ: NUAN     ) continues to hammer away on the current theme that the shift to on-demand and subscription services is hurting short-term revenues while increasing development costs. The shift is occurring due to customers moving toward cloud services and per use charges for health care and mobile transactions instead of one-time perpetual licenses. This move shifts revenue from up-front payments toward receiving the revenue over periods of two to three years. The maker of voice-recognition software most fondly known for Siri used in Apple products continues to underwhelm investors expecting better results and a quicker shift.The stock continues to plow toward new lows even with an exciting sector of developments for voice-recognition and natural-language software in the medical field and enterprise virtual assistants. The disruptive shift toward on-demand and subscription services isn't new, having alre...

Following a legendary investor into a stock can be a compelling proposition, but should investors actually do it? Recently, Carl Icahn has been in the news with huge gains from positions in Apple , Netflix, and Herbalife to name a few. One rarely mentioned position is the one that Icahn has been accumulating in Nuance Communications ( NASDAQ: NUAN     ) on each drop of the stock. While Icahn has been very successful with numerous positions, the biggest risk for somebody following his moves or any other legendary investor is that they can exit a position and cause the stock to crash before the small investor even knows what happened. Another major concern is chasing a position after somebody of the stature of Icahn files for a greater than 5% holding. Read the full article here . Disclosure: Long NUAN. Please review the disclaimer page for more details. 

As with any company that offers software services, the ongoing shift to the cloud and on-demand services has been disruptive to revenues and profits in the short-term. The issue previously impacted Adobe Systems ( ADBE ) and Intuit ( INTU ) and now Nuance Communications, Inc. ( NUAN ) has been greatly impacted by the shift. The company is a leading provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications, and services make the user experience more compelling by transforming the way people interact with devices and systems. Read the full article at Seeking Alpha. Disclosure: Long NUAN. Please review the disclaimer page for more details. 

Anybody following previous articles on Nuance Communications, Inc. ( NUAN ) knows that the company and stock have been incredibly appealing, yet the scenario never existed to load up on the stock. The company has had a decent growth profile and it has compelling technology, yet the combination hasn't lead to stock returns over the last 18 months due an over reliance on mergers and the accumulation of debt. The company is a leading provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications, and services make the user experience more compelling by transforming the way people interact with devices and systems. Nuance is famous for being the technology behind the Siri product used by Apple ( AAPL ) , which recently hit 52-week lows. Ironically within the same day reports of two potential catalysts hit the wires that could push the stock higher. Read the full article at Seeking Alpha. Disclosure: Long A...

Nuance Communications, Inc. ( NUAN ) remains a stock long on potential and short on performance. The company reported Q1 2013 results that largely missed estimates and provided disappointing guidance. The stock initially sold off 18% the following day and continues to get cheaper by the day after hitting 52-week lows on Tuesday. While the company continues to disappoint, the market ignores the valuation. A company that earns nearly $2 a year is still a company that generates strong profits regardless of its ability to meet estimates. The company is a leading provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications, and services make the user experience more compelling by transforming the way people interact with devices and systems. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

The recent revelation that Apple (NASDAQ: AAPL ) might no longer be the dominant mobile device developer might create an opportunity for other tech stocks. Between sucking up investment dollars and squeezing margins, the dominance by Apple in the mobile device sector hasn’t always been good for suppliers. The developer of the iPhone and iPad still has a market cap of $430 billion even after a decline from nearly $700 more » Disclosure: Long AAPL and INVN. Please review the disclaimer page for more details. 

Though Nuance Communications, Inc. (NUAN) remains valued relatively cheap; investors continue to complain that the company is a serial buyer of other technologies instead of building on the existing strong product base. According to TechCrunch, the company has struck again with the purchase of virtual assistant specialist VirtuOz; a company that recently made news with a sizeable deal with Windstream Corporation (WIN) . Nuance is a leading provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications, and services make the user experience more compelling by transforming the way people interact with devices and systems. Besides this potential purchase, the company announced several interesting deals at CES suggesting the future remains bright and the owner of the android mobile operating system isn't the threat that most fear. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the ...

Nuance Communications (NUAN) has long been known as the technology that powers the Siri voice recognition for the Apple (AAPL) iPhone. Now the company is moving into the mobile virtual assistant area with the new Nina app technology. With a flat stock performance, Siri has done very little for the stock price. Will Nina make shareholders happier? The company is a leading provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications, and services make the user experience more compelling by transforming the way people interact with devices and systems. The company reported strong Q3 2012 results that handily beat estimates with earnings coming in ahead of the $0.40 analyst estimates by $0.05. Read the full article at Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details.