Finally, Nuance Communications ( NUAN) shares have been hammered this year, falling 17% after a disappointing quarter and guidance from weakness in its health-care and mobile segments. Offsetting this were better showings in enterprise and auto, as well as continued strength in its backlogs. Earnings will be back-half weighted and margins will be lower, tied to mix. However, shares trade at half their historical multiple average, and organic growth will still be a solid 8%. Plus, Nuance still dominates the speech-recognition market and could be a takeout candidate. --Written by Stephanie Link, CIO & Co-Portfolio Manager of Action Alerts Plus.