Top 10 Integrated Utility Stocks To Watch For 2015

Top 10 Integrated Utility Stocks To Watch For 2015: Colfax Corp (CFX)

Colfax Corporation (Colfax) is a global industrial manufacturing and engineering company. The Company provides gas- and fluid-handling and fabrication technology products and services to commercial and governmental customers worldwide under the Howden and ESAB brand names and by Colfax Fluid Handling. Colfax's products are marketed principally under the brand names Allweiler, Baric, Fairmount Automation, Houttuin, Imo, LSC, COT-Puritech, Portland Valve, Tushaco, Warren and Zenith. The Company has production facilities in Europe, North America and Asia. It offers customized fluid handling solutions to meet individual customer needs. In February 2011, the Company acquired Rosscor Holding B.V. In December 2011, it acquired COT-PURITECH. On January 13, 2012, Colfax acquired Charter International plc. In May 2012, the Company acquired 91% interest in Soldex S.A.

Pumps

Colfax manufactures rotary positive displacement pumps. Its rotary positive displ acement pumps consist of a casing containing screws, gears, vanes or similar components that are actuated by the relative rotation of that component to the casing, which results in the physical movement of the liquid from the inlet to the discharge at a constant rate.

Fluid Handling Systems

The Company manufactures fluid handling systems used primarily in the oil and gas, power generation, commercial marine and global defense markets. Colfax offers turnkey systems and support, including design, manufacture, installation, commission and service. Its systems include lubrication systems, which are used in rotating equipment in oil refineries and other process industries; custom designed packages used in crude oil pipeline applications; lubrication and fuel forwarding systems used in power generation turbines; packages for commercia! l marine engine rooms, and fire suppression systems for navy applications. Howden's primary products are heavy-duty fan s, rotary heat exchangers and compressors. The fans and heat! exchangers are used in coal-fired power stations, both in combustion and emissions control applications, underground mines, steel sintering plants and other industrial facilities. It design, manufacture and distribute fluid-handling products that transfer or control liquids in a range of applications.

Specialty Valves

The Company's specialty valves are used primarily in naval applications. Its valve business has specialized machining, welding and fabrication capabilities that enable the Company to serve as a contractor to the United States Navy. In addition to designing and manufacturing valves, Colfax also offers repair and retrofit services for products manufactured by other valve suppliers through its aftermarket support centers located in Portland, Maine and San Diego, California.

Advisors' Opinion:

• [By Vera Yuan]

  Colfax (CFX) is a multi-platform industrial engineering and manufacturing company with a focus on two product areas: (1) gas & fluid handling, and (2) welding. The company was founded in 1995 by Steven and Mitchell Rales, best known as the founders of Danaher Corporation, and it has grown to its current size through a combination of acquisitions and organic growth. In 2012, Colfax completed the transformative acquisition of Charter International PLC, a UK-based industrial conglomerate many times its size, increasing revenues overnight from $700 million to $4 billion.

• [By GuruFocus]

  George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stock! s with a ! total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.2 7, with an estimated

• [By Holly LaFon]

  In the fourth quarter, he bought 32 new stocks. The largest new buys are: Air Lease (AL), Colfax (CFX) and Republic Bancorp Inc. (RBCAA).

  Air Lease (AL)

source from Top Stocks For 2015:http://www.topstocksblog.com/top-10-integrated-utility-stocks-to-watch-for-2015.html