NCR Corp. (NCR-N)

(A Top Pick April 10/14. Down 16.62%.) This has had problem on execution as well as the US$ differential. They have been fighting currency headwinds for the better part of the last year.

(A Top Pick April 10/14. Down 12.43%.) This got hit with a number of things. They were not a benefactor of the high US$, as a lot of their revenues come from offshore. Also, there have been a couple of major mergers in the retail industry with companies being preoccupied with getting the merger right, as opposed to buying new point-of-sale equipment.

(A Top Pick Nov 27/13. Down 20.78%.) Problems are twofold. Had some execution problems in the last quarter in getting some product out and have made some management changes to address that. A soft retail environment that persists in the US as well as some mergers among some of the major customers. At this price, he is looking at 8.5-9 X next year's earnings. Still great value here.

Does not understand why this stock has lagged so much. They took on additional debt. More and more the business is moving to software and the recurring revenue model.

A massive rally but now is broken. Head and shoulders pattern with neck line broken. Hold and see if it goes back up to the trend line or sell now.

(A Top Pick Dec 6/12. Up 39.86%.) Trading at about 10X 2013 earnings and is now trading at about 11X 2014 earnings. Earnings are projected to grow long-term at about 15% a year. Not only a hardware company, but more importantly, software and services as well through a couple of acquisitions they made. A growing area, not only in the automated teller machines but also self checkout. They are slowly addressing the pension liability issues that they had.

10 times earnings. ATM machines, which are lower or declining and the more important business is POS terminals and more importantly self-service POS terminals. The service revenues are the attraction.