Sunday, August 31, 2014

Top 10 Chemical Stocks To Watch Right Now

Danny Johnston/AP General Mills said it has stopped using genetically modified ingredients in the popular breakfast cereal Cheerios as the U.S. branded foods manufacturer hopes the move will firm up customer loyalty in the face of growing opposition to such additives. Many activists and critics have cited studies showing that genetically modified crops aren't safe for people and animals who consume them. Some activist groups opposing genetically modified food also say the crops create environmental problems by encouraging more use of certain agro chemicals, and consumers should have the right to know what they are buying. However, General Mills (GIS), which also makes Betty Crocker dessert mixes and Yoplait yoghurt, said in a company blog post Thursday that its decision on ingredients wasn't driven by safety concerns or pressure from critics. "It's not about safety. Biotech seeds, also known as genetically modified seeds, have been approved by global food safety agencies and widely used by farmers in global food crops for almost 20 years," the General Mills blog said. The Minneapolis-based company said it has begun using non-genetically modified cornstarch and non-genetically modified sugar in Cheerios, adding that oats, the primary ingredient, is a crop that is not grown from genetically modified seeds. The company hopes that "consumers may embrace" its decision to move away from genetically modified ingredients. In November, a Washington state ballot measure that would have required labeling of foods containing genetically modified crops didn't win wide approval. A consortium including General Mills, Nestle USA, PepsiCo (PEP), Monsanto (MON), DuPont (DD) and other corporate giants, were key contributors to the roughly $22 million raised to campaign against the bill. Pre-made soups can contain a large number of ingredients containing GMOs. For instance, Campbell's (CPB) popular condensed Tomato Soup lists high fructose corn syrup as its second biggest ingredient. According to the Non-GMO Project, nearly 88 percent of all corn planted in the United States is GMO.

Hot Telecom Stocks For 2015: Agrium Inc.(AGU)

Agrium Inc., together with its subsidiaries, produces and markets agricultural nutrients, industrial products, and specialty products worldwide, as well as involves in the retail supply of agricultural products and services in North and South Americas. The company?s Retail segment markets crop nutrient products, including nitrogen, phosphate, potash, sulphur, and micronutrients; crop protection products, such as herbicides, fungicides, adjuvants, and insecticides; and seeds. This segment also offers agronomic services, as well as product application, soil and leaf tissue testing and analysis, and crop scouting services. This segment operates 1,192 outlets in the United States, Canada, Australia, Argentina, Chile, and Uruguay. The company?s Wholesale segment produces, markets, and distributes nitrogen, phosphate, potash, sulphate, and other crop nutrient products for agricultural and industrial customers. This segment also owns and operates facilities that upgrade ammonia t o other nitrogen products, such as urea, nitric acid, and ammonium nitrate, as well as provides Rainbow plant food products. Agrium?s Advanced Technologies segment produces and markets controlled-release crop nutrients and micronutrients for the agriculture, specialty agriculture, professional turf, horticulture, and consumer lawn and garden markets. The company was formerly known as Cominco Fertilizers Ltd. and changed its name to Agrium Inc. in 1995. Agrium Inc. was founded in 1931 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Taylor Muckerman]

    When assessing the benefits of the three most common fertilizer components -- nitrogen, phosphate, and potassium -- potassium leaps out as the clear-cut choice when hoping to protect against arid conditions. The nutrient produced by companies like PotashCorp� (NYSE: POT  ) and Agrium� (NYSE: AGU  ) allows for more efficient utilization of water by corn, soy beans, and any number of other crops or plants. According to PotashCorp, treating an acre with 100 pounds of potassium has the potential to boost yields up to 50%.

  • [By James E. Brumley]

    As anyone who's tried to trade fertilizer stocks like Potash Corp./Saskatchewan (NYSE:POT), Agrium Inc. (NYSE:AGU), or Mosaic Co. (NYSE:MOS) already knows, these agricultural chemical names are all over the map. They're affected by their underlying fundamental values, as most stocks are. MOS, POT, and AGU are also pressured like any other commodity stocks are, and those ebbs and flows don't necessarily jive with the normal, fundamental-based ebb and flow. Finally, stocks like those of Potash - sometimes still referred to as Saskatchewan - Mosaic, or Agrium are also impacted by the ever-changing level of crop yields, crop supply and demand, and food-commodity prices. And, that market isn't in sync with the stock market or the overall commodity market. The overall result is a lot of volatility, but not a lot of predictability.... or is there?

  • [By Marc Bastow]

    Agricultural and industrial nutrients producer Agrium (AGU) raised its quarterly dividend 50% to 75 cents per share, payable on Oct. 17 to shareholders of record as of Sept. 30.
    AGU Dividend Yield: 3.54%

  • [By Ben Levisohn]

    Potash Corp of Saskatchewan (POT), for instance, lost 16% last year, while Mosaic (MOS) dropped 15%, Intrepid Potash (IPI) plunged 26% and Agrium (AGU) declined 5.9%.

Top 10 Chemical Stocks To Watch Right Now: Stepan Co (SCL)

Stepan Company, incorporated on February 19, 1959, produces specialty and intermediate chemicals, which are sold to other manufacturers and then made into a variety of end products. The Company serves principal markets, such as manufacturers of cleaning and washing compounds (including detergents, shampoos, fabric softeners, toothpastes and household cleaners), paints, cosmetics, food and beverages, agricultural products, plastics, furniture, automotive equipment, insulation and refrigeration. The Company has three segments: surfactants, polymers and specialty products. The Company operates in the geographical regions of North America, Europe, Latin America and Asia. As of December 31, 2012, the Surfactants segment accounted to 72%, Polymers segment accounted to 24% and Specialty segment accounted to 4% of the Company�� revenues. On March 22, 2012, the Company increased its controlling interest in Stepan Philippines Inc from 89% to 100%.

Surfactants

Surfactants are used in a variety of consumer and industrial cleaning compounds as well as in agricultural products, lubricating ingredients, biodiesel and other specialized applications. The Surfactants are principal ingredients in consumer and industrial cleaning products, such as detergents for washing clothes, dishes, carpets, floors and walls, as well as shampoos, body washes, toothpastes and fabric softeners. Surfactants are manufactured at six North American sites (five in the United States and one in Canada), three European sites (United Kingdom, France and Germany), and three Latin American sites (Mexico, Brazil and Colombia), and one Asian site (Philippines and Singapore). The Company also holds a 50% ownership interest in a joint venture, TIORCO, LLC (TIORCO), that markets chemical solutions for increasing the production of crude oil and natural gas from existing fields.

Polymers

Polymers generate its revenues primarily from the sale of polyols and phthalic anhydride used in plastics, buildi! ng materials and refrigeration systems. It includes two primary product lines: polyols and phthalic anhydride. Polyols are used in the manufacture of rigid laminate insulation board for thermal insulation in the construction industry. Polyols are also a base raw material for flexible foams, coatings, adhesives, sealants and elastomers.

Phthalic anhydride is used in unsaturated polyester resins, alkyd resins and plasticizers for applications in construction materials and components of automotive, boating and other consumer products. In addition, phthalic anhydride is used internally in the production of polyols. In the United States, polymer product lines are manufactured at the Company�� Millsdale, Illinois, site. In Europe, polyols are manufactured at the Company�� subsidiaries in Germany and Poland. In Asia, polyols are produced at the Company�� 80% owned joint venture in Nanjing, China.

Specialty Products

Specialty products are used in food, flavoring and pharmaceutical applications. It includes flavors, emulsifiers and solubilizers used in the food and pharmaceutical industries. Specialty products are primarily manufactured at the Company�� Maywood, New Jersey, site.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Stepan (NYSE: SCL  ) , whose recent revenue and earnings are plotted below.

  • [By Monica Gerson]

    Stepan Company (NYSE: SCL) is expected to report its Q3 earnings at $0.93 per share on revenue of $467.40 million.

    Lennox International (NYSE: LII) is projected to report its Q3 earnings at $1.28 per share on revenue of $877.87 million.

  • [By Marc Bastow]

    Specialty chemical maker Stepan (SCL) raised its quarterly dividend 6% to 17 cents per share, payable on Dec. 13 to shareholders of record as of Nov. 29. This marks the 46th consecutive annual dividend increase.
    SCL Dividend Yield: 1.13%

  • [By Seth Jayson]

    Basic guidelines
    In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Stepan (NYSE: SCL  ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Stepan doing by this quick checkup? At first glance, not so great. Trailing-12-month revenue decreased 4.8%, and inventory increased 30.6%. Comparing the latest quarter to the prior-year quarter, the story looks potentially problematic. Revenue dropped 1.9%, and inventory grew 30.6%. Over the sequential quarterly period, the trend looks OK but not great. Revenue grew 6.9%, and inventory grew 9.5%.

Top 10 Chemical Stocks To Watch Right Now: Rentech Inc (RTK)

Rentech, Inc. (Rentech), incorporated in 1981, is a provider of clean energy solutions. The Company owns and operates a nitrogen fertilizer plant in East Dubuque, Illinois, that manufactures and sells natural gas-based nitrogen fertilizer products within the corn-belt region in the United States. It is developing energy projects to produce certified synthetic fuels and electric power from carbon-containing materials, such as biomass, waste and fossil resources. Its technologies can produce synthesis gas (syngas) from biomass and waste materials, and convert syngas from its own or other gasification technologies into complex hydrocarbons (the Rentech Process) that are then upgraded into fuels using refining technology that it licenses. In addition to developing projects using these technologies, it is pursuing the licensing of its technologies to developers of projects that are expected to produce fuels and/or power. In May 2011, it acquired majority interest in ClearFuels Technology Inc. In May 2013, Rentech Inc acquired the entire share capital of Fulghum Fibres Inc. In August 2013, Rentech Inc announced that a subsidiary of the Company closed the sale of approximately 450 acres in Natchez, Mississippi to Adams County, Mississippi.

The Rentech Process is a technology based on Fischer-Tropsch (FT) chemistry, which converts syngas that can be produced from a range of biomass, waste and fossil resources into hydrocarbons. These hydrocarbons can be processed and upgraded into synthetic fuels, such as military and commercial jet fuels and low sulfur diesel fuel, as well as waxes and chemicals. Unlike some other alternative transportation fuels, such as ethanol, fuels produced from the Rentech Process can be transported and used in existing infrastructure, including pipelines and engines without blending restrictions. Its technology portfolio also includes the Rentech-SilvaGas biomass gasification technology (the Rentech-SilvaGas Technology), which enables it to offer integrated technologies t! hat can convert biomass and wastes to syngas and into clean fuels and electric power.

The Rentech Process can produce synthetic diesel fuels (RenDiesel1 fuels), which are clean burning having lower emissions of regulated pollutants, such as nitrogen oxides, sulfur oxides and particulate matter, than traditional petroleum-based diesel fuels. The Rentech Process also can produce synthetic jet fuel (RenJet fuel), which when blended with conventional jet fuel meet jet fuel specifications for military jet fuel and commercial Jet A and Jet A-1 fuels. It is developing a proposed project near Natchez, Mississippi (the Natchez Project) designed to produce approximately 30,000 barrels per day of synthetic fuels and chemicals and approximately 120 megawatts of power. It is evaluating alternative configurations for the Natchez site, which would initially be smaller in scale. The alternate configurations may use various feed-stocks alone or in various combinations, and include proportions of waxes and chemicals as products.

The Company owns, through its wholly owned subsidiary, Rentech Energy Midwest Corporation (REMC), a nitrogen fertilizer manufacturing plant that uses natural gas as its feedstock to produce syngas and then nitrogen fertilizer products. The products, the Company can produce include renewable synthetic diesel and jet fuels, naphtha and power from biomass resources; synthetic diesel and jet fuels, naphtha and power from fossil or fossil and biomass resources, and paraffinic waxes, solvents and specialty chemicals.

The Company competes with ExxonMobil, the Royal Dutch/Shell group, Statoil, BP and Sasol.

Advisors' Opinion:
  • [By Robert Rapier] While the MLP space is dominated by the oil and gas sector, in last week’s article we began to explore some of the more exotic master limited partnership offerings. This week we continue our exploration of nontraditional MLPs by looking at the partnerships supplying fertilizer.

    Rentech (Nasdaq: RTK) has been around for more than a decade, and it has shifted strategies several times. Full disclosure: Rentech’s Chief Technology Officer Harold Wright is a former manager of mine when we were both at ConocoPhillips, and I have visited Rentech’s facility in Commerce City, Colorado.

    For most of Rentech’s existence, the company has sought to commercialize alternative fuels. At one time it had ambitions to build a large coal-to-liquids (CTL) plant, but federal legislation ultimately nudged it instead into the biomass-to-liquids (BTL) space. The company did build a BTL demonstration plant, but ultimately shut it down and has now refocused its efforts on becoming “one of the largest wood processing companies in the world.”

    During its interesting journey as a company, Rentech acquired two ammonia nitrogen fertilizer facilities, which turned out to be a profit center that funded the alternative energy research. In November 2011, Rentech spun off this fertilizer business into an MLP called Rentech Nitrogen Partners LP (NYSE: RNF).

    In the months leading to the spin-off, RTK’s market capitalization was about $200 million. Rentech maintained 60 percent ownership of RNF, and three months after the spin-off RTK’s market cap had risen to $400 million, while investors had bid RNF up to $1 billion. Interestingly, RTK’s share of RNF was worth more than RTK’s entire market cap, a situation that persists. The market currently values Rentech at $482 million, while the valuation of Rentech Nitrogen Partners makes RTK’s 60 percent stake in RNF worth slightly more than $600 million — another illu
  • [By Travis Hoium]

    What: Shares of fertilizer and renewable energy company Rentech (NASDAQ: RTK  ) jumped 17% today after the company announced an acquisition.

Top 10 Chemical Stocks To Watch Right Now: Rentech Nitrogen Partners LP (RNF)

Rentech Nitrogen Partners, L.P. is a provider of clean energy solutions and nitrogen fertilizer, to own, operate and grow its nitrogen fertilizer business. The Company primarily produces anhydrous ammonia, or ammonia, and urea ammonium nitrate solution (UAN), at the Company�� facility, using natural gas as its primary feedstock. In November 2012, the Company acquired Agrifos LLC.

The Company�� facility is located in the center of the Mid Corn Belt. The Mid Corn Belt includes the States of Illinois, Indiana, Iowa, Missouri, Nebraska and Ohio. The Company considers its market to be consisted of the States of Illinois, Iowa and Wisconsin.

Advisors' Opinion:
  • [By Tim Gallagher]

    Mosaic (MOS), Agrium (AGU), Intrepid Potash (IPI) and CF Industries (CF) have been moving and trading hand-in-hand, with AGU, BHP and Rentech Nitrogen Partners LP (RNF) trading the best, losing the least and rebounding the most since July 30th. IPI has sold off a lot more in the post-news period, as would be expected from a smaller, less established company with mine projects still in development. BHP Billiton Ltd. (BHP) announced plans to proceed with its Jansen Mine Project in Saskatchewan, Canada, potentially tapping the largest and longest-lasting supply in the world known at this time. Scotiabank (BNS) recently commented on Jansen, stating that the added supply "could add the equivalent of 18%-20% of the potash market over recent years." Nearly all of the companies mentioned have had a pretty predictable mix of upgrades and downgrades. That's what makes a market.

  • [By Sean Williams]

    For this week's round of "Better Know a Stock," I'm going to take a closer look at Rentech Nitrogen Partners (NYSE: RNF  ) .

    What Rentech Nitrogen Partners does
    As you may have correctly suspected from the name, Rentech Nitrogen is a nitrogen-based fertilizer company. It has two production facilities in the U.S., and its fertilizers, which include ammonia, urea ammonium nitrate solution (UAN), and ammonium sulfate, are sold through distribution agreements to help aid farmers with regard to crop yield.

  • [By Maxx Chatsko]

    Meanwhile, the fine print in the 10-K of Rentech Nitrogen Partners (NYSE: RNF  ) noted that every increase of $0.10 per MMBtu of natural gas increases its production costs by $3.50 per ton of ammonia produced. Natural gas futures have increased by $2.10 per MMBtu since April 2012, which calls for an eye-popping experiment.

Top 10 Chemical Stocks To Watch Right Now: Rockwood Holdings Inc (ROC)

Rockwood Holdings, Inc. (Rockwood), incorporated in September 19, 2000, is a developer, manufacturer and marketer of specialty chemicals and advanced materials used for industrial and commercial purposes. Rockwood is focused on surface treatment and lithium chemicals, advanced ceramics, titanium dioxide pigments, iron-oxide pigments, timber-treatment chemicals and clay-based additives. Its products consist primarily of inorganic chemicals and solutions and engineered materials. As of December 31, 2012, it manufactured its products in 80 facilities in more than twenty countries and sold its products and services to more than 60,000 customers. The Company operates in five segments: Lithium, Surface Treatment, Performance Additives, Titanium Dioxide Pigments, and Advanced Ceramics. In September 2012, its subsidiary, Chemetall GmbH, completed the formal legal split of its operations into two independent legal entities. In September 2013, Rockwood Holdings, Inc completed the sale of CeramTec, its advanced ceramics business to Cinven. In October 2013, Rockwood Holdings Inc announced that the specialty chemicals group ALTANA completed the acquisition of the rheology business of Rockwood Holdings, Inc.

Lithium

The Company�� Lithium segment operates under the Rockwood Lithium brand name and develops lithium chemicals for a range of industries and end markets. It develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, lithium chloride, and lithium specialties and reagents, including butyllithium and lithium aluminum hydride. The Company operates its lithium business along five business divisions: Lithium Salts, Special Salts, Butyllithium/Lithium Metal, Battery Products and Lithium Specialties.

The Company develops and manufactures basic lithium compounds, which serve a range of industries and applications, and potash. Its products include lithium carbonate, lithium hydroxide, lithium nitrate, lithium chloride ! and potash. The Company develops and manufactures products which include lithium phosphate, lithium bromide and lithium carbonate pharmaceutical grade. It develops and manufactures lithium products for electronic applications, mainly for the primary (disposable) and secondary (rechargeable) battery industries. It develop and manufacture lithium compounds and other products for life science applications, such as special reagents for the synthesis of drug intermediates as well as for the flavor and fragrances industry. The Company develops and manufactures a range of products based on special metal compounds derived from cesium, zirconium, titanium, barium and rubidium.

The Company competes with FMC Corporation, Sociedad Quimica y Minera de Chile S.A., Cabot Corporation, Sigma Aldrich Corporation.

Surface Treatment

The Company�� Surface Treatment segment operates under the Chemetall brand name and develops and manufactures metal surface treatment products and services for a range of industries and end markets. This segment supplies surface treatment products and solutions for metal processing industries. It develops and supplies products and solutions for the chemical pre-treatment of metals and other substrates, some of which are customized for individual customers and applications. The Company provides surface treatment products and solutions for automotive original equipment manufacturers (OEMs), including an entire range of products and services for use in the paint shop step of car-body and automotive component manufacture. It provides products and services used to facilitate the cold forming of tubes, wire drawing and cold extrusion of metal.

The Company competes with Henkel AG & Co. KGaA, Nihon Parkerizing Co., Ltd., PPG Industries, Inc. and Nippon Paint Co., Ltd.

Performance Additives

The Company�� Performance Additives segment consists of business lines which develop and manufacture a range of specialty chemicals us! ed indust! rial and consumer products and processes. The Company produces synthetic iron-oxide and other inorganic pigments in a range of yellow, red, orange, ultramarine blue, black, manganese violet or blended shades, and serves the construction, paints and coatings, plastics, and specialty application markets with powder, granular and liquid grades. The Company develops and manufactures principally iron-oxide pigments for manufacturers of construction products for use in the coloring of concrete products, including paving stones, bricks, concrete blocks, roofing tiles, stucco and mortar.

It also develops and manufactures color pigments for the paints, coatings, plastics, paper and rubber end-use markets including its brands Ferroxide, Trans-oxide, Solaplex, Solarox and Colourplex. It produces a wide variety of pigments that include synthetic iron-oxides, corrosion inhibitor pigments, complex inorganic color pigments and process natural pigments such as burnt umbers and siennas. Its iron-oxide pigments are also used in a variety of specialty applications such as toner for printers and copiers, security inks used to print bank notes, catalysts for styrene production and cosmetics.

The Company�� Timber Treatment Chemicals business line manufactures food protection products primarily in North America and Europe. Its Timber Treatment Chemicals business also manufactures inorganic chemicals such as nitrates and chlorides for various industrial applications including chemicals that are added to concrete as curing accelerants and corrosion inhibitors, chemicals that are used for odor control in water treatment, galvanizing fluxes, micronutrients, pesticides and catalysts used in the manufacture of textile resins. The Company also develops and manufacture inorganic metallic chemicals for certain specialty markets. Its Clay-based Additives business develops and manufactures a range of specialty rheology modifiers and additives.

The Company competes with Lanxess AG, Cathay Pigment! s Group, ! Interstar Materials Inc. and Shanghai Yipin Pigments Co., Ltd., Lonza Group Ltd, Osmose, Inc., BASF Group, Kurt Obermeier GmbH & Co. KG, Rutgers AG, Elementis plc, Laviosa Chimica Mineraria S.p.A., R.T. Vanderbilt Company, Inc., Amcol, and Feralco AB.

Titanium Dioxide Pigments

The Company�� Titanium Dioxide Pigments segment operates under the Sachtleben brand name. Titanium Dioxide Pigments consists of two business lines: Titanium Dioxide and Functional Additives. It produces specialty grade titanium dioxide (TiO2) serving a variety of customers in the synthetic fibers, plastics, paints, packaging inks, coatings, cosmetics, pharmaceuticals and paper industries. The Company also develops TiO2 pigments, which are mainly used in special applications such as selected coatings, paints, packaging inks, plastics and laminated paper production processes. Its Functional Additives business line is a global manufacturer of barium-based and zinc-based inorganic fine white pigments and additives.

The Company competes with Fuji Titanium Industry Co., Ltd, Kronos Worldwide, Inc, DuPont Titanium Technologies, Cristal Global, Tronox Incorporated, Huntsman LLC, Tayca Corporation, Ishihara Corporation and Evonik Degussa., Solvay S.A., Gruppo Chimico Dalton S.p.A., Sakai Chemical Industry Co., Ltd.

Advanced Ceramics

The Company�� Advanced Ceramics segment operates under the CeramTec brand name. The Company produces ceramic components for hip joint prostheses, such as ball heads and inserts and ceramic glove formers latex gloves. The Company develops and manufacture products used in cutting tools, other tools and tooling systems. The Company develops and manufactures ceramic components that are used in mechanical applications and systems. Its products in mechanical applications include cutting blades, drawing and forming tools, drawing cones and capstans, guide elements, precision parts, pre-forms and friction discs. It also produces products used for app! lications! in certain niche markets, such as electrical/thermal and ceramic metal connections, pre-forms for the casting process of piston engines, mainly for diesel engines, and wear and corrosion protection in industrial plants and armor components used in vehicle protection.

The Company competes with Kyocera Corporation, CoorsTek, Inc., The Morgan Crucible Company plc and 3M.

Advisors' Opinion:
  • [By Pato Kehoe]

    Quality video content has continuously increased in value over the past years, and this firm has a made a point of following the money trail by producing and broadcasting an ample amount of high quality products. From award winning shows like ��odern Family��or ��he Simpsons,��to its popular sports programming, Twenty-First Century Fox has constantly satisfied the market's thirst for entertainment. The News Corp (NWSA) spin-off, for one, was a highly beneficial strategy for this company, setting it apart as a pure-play entertainment firm. By concentrating resources and management on the cable network business and shaking off Rupert Murdoch�� print segment, the firm was able to boost its EBITDA growth as well as its return on capital (ROC). The current metrics of 28.80% and 154% respectively are quite impressive and will be highly beneficial for investors if they can be sustained.

  • [By Vivian Lewis]

    The other major component of the payout is return of capital (ROC), which is not taxed but added to your basis for US taxes. EXG's 2012 distributions comprised 15% QIF and 85% ROC. It distributes monthly. Of course the makeup may change this year.

  • [By Myra Ramdenbourg]

    Rockwood Holdings Inc. (ROC): Sen VP and CFO Robert J Zetta sold 32,500 Shares

    On 8/07/2013, Sen VP and CFO Robert J Zatta sold 32,500 shares at the average price of $64.92. The price of the stock has increased by 10.32% since. Rockwood Holdings Inc. has a market cap of $5.24 billion. The company�� shares were traded at around $71.62; it has a P/E ratio of 4.60 and P/S ratio of 1.24. The dividend yield of Rockwood Holdings Inc. stocks is 2.37%.

Top 10 Chemical Stocks To Watch Right Now: ICL Israel Chemicals Ltd (ICL)

ICL Israel Chemicals Ltd (ICL) is an Israel-based company, engaged in the fertilizer and specialty chemical sectors. The company operates in three segments: Fertilizers, Industrial Products, and Performance Products. The Fertilizers segment is engaged in the production of standard, granular, fine red and white potash from three sources, as well as in the production of phosphates, such as phosphate rock, phosphoric acid, fertilizers and animal feed addictives. The Industrial Products segment produces flame retardants, such as brominates and organ phosphorus; elemental bromine, and other chemicals. In addition the Performance Products segment produces specialty phosphates, such as technical, food grade and electronic grade phosphoric acid, phosphate salts, food additives and wildfire safety products, as well as alumina and other chemicals. Advisors' Opinion:
  • [By Claudia Maedler]

    In Israel, the TA-25 Index (TA-25) gained 1.9 percent at the close in Tel Aviv as Israel Corp. jumped 9 percent, the most since July 2009, to 1,755 shekels. The shares soared along with those of its Israel Chemicals Ltd. (ICL) unit, which advanced 6.4 percent on speculation that a possible change in ownership of Russian potash producer OAO Uralkali could help stabilize prices of the crop nutrient.

  • [By Gwen Ackerman]

    Israel Chemicals Ltd. (ICL), the fourth-largest potash producer in the world by sales, is weighing on the Tel Aviv benchmark stock index on concern the government will exact higher royalties amid a global oversupply.

Top 10 Chemical Stocks To Watch Right Now: Cereplast Inc (CERPQ)

Cereplast, Inc. (Cereplast), incorporated on September 29, 2001, is engaged in developing and commercializing bio-based resins through two product families: Cereplast Compostables Resins, which are compostable, renewable, ecologically sound substitutes for petroleum-based plastics, and Cereplast Sustainables resins (including the Cereplast Hybrid Resins product line), which replaces up to 90% of the petroleum-based content of traditional plastics with materials from renewable resources. The Company primarily conducts its operations through product families, such as Cereplast Compostables resins, Cereplast Hybrid Resins and Cereplast Algae Plastic resins. In October 2011, the Company purchased a manufacturing plant in Assisi (Cannara).

Cereplast Compostables resins are compostable and bio-based, ecologically sound substitutes for petroleum-based plastics targeting primarily compostable bags, single-use food service products and packaging applications. The Company offers 13 commercial grades of Compostable resins in this product line. Cereplast Sustainables resins are partially or fully bio-based, ecologically sound substitutes for fully petroleum-based plastics targeting primarily durable goods, packaging applications. The Company offers six commercial grades of Sustainable resins in this product line. Cereplast Hybrid Resins products replace up to 55% of the petroleum content in conventional plastics with bio-based materials, such as industrial starches sourced from plants. The Hybrid resins line is designed to offer similar properties to traditional polyolefins, such as impact strength and heat deflection temperature, and is compatible with existing converter processes and equipment. The first commercial product with Cereplast Algae Plastic resin is being produced and sold as part of the Company's Sustainables resin family.

The Company's Compostable resins are renewable substitutes for petroleum-based plastics targeting primarily single-use disposables. The Company's Compost! able Resins have been used to produce foodservice ware, including the first line of fully biodegradable and compostable foodservice ware. Cereplast Hybrid Resins uses renewable materials such as starches from corn and tapioca.

Cereplast competes with BASF, Dow Chemical, Lyondell Basell, DuPont, SABIC, Novamont, NatureWorks and Telles.

Advisors' Opinion:
  • [By Bryan Murphy]

    The whole thing may seem a little "out there" at first glance, but truth be told, what Metabolix, Inc. does isn't terribly unusual anymore. It's just a little less sexy than what traders and stock speculators usually want to see and hear with their picks. Kraton Performance Polymers Inc. (NYSE:KRA) and the now-bankrupt Cereplast Inc. (OTCMKTS:CERPQ) are/were in the same business, along with several others. [Don't let the Cereplast bankruptcy filing deter you - it wasn't a lack of opportunity that up-ended CERP.]

Friday, August 29, 2014

Top 10 Valued Stocks To Buy For 2014

Investors seeking exposure to master limited partnerships (MLPs) have many options. There are of course conventional energy MLPs, ranging from upstream (oil and gas producers) to midstream (logistics) and downstream (refiners). MLPs also offer niche opportunities in sectors as diverse as marine shipping and propane distribution. Further afield, the MLP structure is popular with private equity shops and also used to invest in forestry, amusement parks and fertilizer production.

There are MLPs that are structured as partnerships, but have chosen to be taxed as corporations. This class will be covered in an upcoming issue. The main advantage for investors is that this structure somewhat simplifies tax reporting, while offering the attractive yields of an MLP.

Mutual funds are another way to play the MLP space in a way that simplifies tax reporting. But because these mutual funds must pay corporate income tax on their earnings, most of the tax advantage of directly investing in MLPs is lost. Many of the funds use leverage to help overcome some of this disadvantage, but this can be a risky strategy and one that adds to costs.

Nevertheless, at times the MLP-focused mutual funds may be attractive. Consider a closed-end fund (CEF). These funds trade on an exchange just like a stock or MLP unit, which means that the underlying value of the securities held by the fund can become disconnected from the price of the fund share. Some days the market capitalization of the fund is valued at more than the underlying securities (i.e., it trades at a premium) and other times the fund is valued at less than the securities it holds (i.e., it trades at a discount).

Top Logistics Companies For 2015: Schlumberger N.V.(SLB)

Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    Halliburton has focused much of its attention on the booming U.S. market, giving it more exposure to domestic production than more globally focused rival Schlumberger (NYSE: SLB  ) . With domestic drilling activity having been fairly weak lately, Halliburton's U.S. concentration has raised concerns among investors, as land-based rig counts have fallen sharply. But with efficiency gains from multi-pad drilling and multi-stage hydraulic fracturing, bulls hope that rig counts don't accurately reflect actual production activity and therefore that Halliburton's earnings will hold up better than some expect.

  • [By Stephen Leeb]

    The portfolio is concentrated, holding the 25 largest oil-service firms in the world by market capitalization. Indeed, the top five positions account for 44% of assets, led by a 20% position in oilfield giant Schlumberger (SLB).

  • [By Matt DiLallo]

    Along with announcing earnings, both Halliburton (NYSE: HAL  ) and Schlumberger (NYSE: SLB  ) announced multi-billion-dollar stock buybacks. With so much money on the line, investors have to ask if this is the right move for these two oil-field service giants. Are these stocks cheap enough to warrant the buybacks or should these companies consider other options for those funds?

Top 10 Valued Stocks To Buy For 2014: Dollar Tree Inc.(DLTR)

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.

Advisors' Opinion:
  • [By Jon C. Ogg]

    Deutsche Bank is making a change in its coverage of dollar store themes on Monday: Dollar Tree Inc. (NASDAQ: DLTR) was raised to Buy from Hold and Family Dollar Stores Inc. (NYSE: FDO)�was downgraded to Hold from Buy, but the price target was raised to $74 from $70.

  • [By Dan Moskowitz]

    The shiniest dollar
    Many investors and analysts like to debate which dollar store offers the best investment opportunity. The truth is that Dollar General, Dollar Tree Stores (NASDAQ: DLTR  ) , and Family Dollar Stores (NYSE: FDO  ) are all likely to be quality long-term investments.

Top 10 Valued Stocks To Buy For 2014: Caterpillar Inc.(CAT)

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.

Advisors' Opinion:
  • [By Chris Hill]

    Pepsi's (NYSE: PEP  ) �second-quarter profits rise 35%. Shares of Ford (NYSE: F  ) hit a two-year high. Caterpillar (NYSE: CAT  ) lowers guidance in the wake of a bad quarter. And Panera's (NASDAQ: PNRA  ) �second-quarter profits come in lower than expected. In this installment of Investor Beat, Motley Fool analysts Matt Koppenheffer and Jason Moser discuss four stocks making moves on Tuesday.

  • [By WALLSTCHEATSHEET]

    Caterpillar is a provider of construction and related industrial products and services during a time where countries around the world are seeing expansion. A recent earnings release has investors not impressed with the company. The stock has remained neutral in recent months and looks poised to continue this path. Over the last four quarters, earnings and revenues have been decreasing which has produced conflicting feelings about the company. Relative to its peers and sector, Caterpillar has been a weak year-to-date performer. WAIT AND SEE what Caterpillar does in coming quarters.

  • [By Ben Levisohn]

    Shares of Deere have dropped 0.7% to $93.65 at 3:49 p.m. today, while Agco (AGCO) has dipped 0.1% to $55.12, Toro (TTC) has gained 1% to $65.17 and Caterpillar (CAT) has risen 1.2% to $106.27.

  • [By Paul Ausick]

    Big Earnings Movers: Broadcom Corp. (NASDAQ: BRCM) is down 2.9% at $26.36 after weak guidance. Cree Inc. (NASDAQ: CREE) is down 16.9% at $61.78 on even darker guidance. Caterpillar Inc. (NYSE: CAT) is down 6% at $83.82 on poor earnings and a softer outlook. Boeing Co. (NYSE: BA) is up 5.4% at $129.04 after posting a new 52-week high of $129.99 on good earnings and raised guidance.

Top 10 Valued Stocks To Buy For 2014: Tupperware Corporation(TUP)

Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.

Advisors' Opinion:
  • [By Oliver Pursche]

    European large-cap pharmaceuticals like Novartis (NVS) �and Bristol Meyers Squibb (BMY) �count amongst some of our favorite stocks right now, as do U.S. multinationals that are growing revenue and margins in Asia ��Tupperware (TUP) �is a shining example. Stay away from utilities and energy stocks, as they are likely to be the laggards over the next year.

  • [By Arie Goren]

    After running this screen on May 21, 2013, before the markets' open, I discovered the following eight stocks: Sunoco Logistics Partners LP (SXL), Leggett & Platt Inc (LEG), Copa Holdings SA (CPA), RPC Inc. (RES), Tupperware Brands Corp. (TUP), Herbalife Ltd. (HLF), John Wiley & Sons Inc. (JW.A) and C.H. Robinson Worldwide Inc. (CHRW).

  • [By James Brumley]

    CSCO stock might be one of the market’s dark-horse stories of 2014; the dividend yield is the icing on the cake.

    Dividend Stocks to Buy: Tupperware Brands (TUP)

    Dividend Yield: 3.2%

  • [By Ben Levisohn]

    Shares of Herbalife have gained 0.9% to $79.51 this morning in pre-open trading. Its shares have gained 139% this year, a nice gain, but lagging Nu Skin Enterprises 271% rise. Avon Products�(AVP), another multi-level marketer, has gained 21% so far this year, while Tupperware Brands�(TUP) has risen 49%.

Thursday, August 28, 2014

Top 10 Life Sciences Companies To Watch In Right Now

With shares of Corning (NYSE:GLW) trading around $17, is GLW an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.

T = Trends for a Stock’s Movement

Corning produces and sells specialty glasses, ceramics, and related materials worldwide. It operates in five segments: Display Technologies, Telecommunications, Environmental Technologies, Specialty Materials, and Life Sciences. Corning has launched Corning Lotus Glass, an environmentally friendly display glass for organic LED and LCD displays that are used in portable devices such as smartphones, tablets, and notebook computers. Smart phones, tablets, notebook computers, and their related materials are seeing explosive growth in developed and developing countries around the world.

Corning on Tuesday announced its results for the fourth quarter and full year of 2013.�Core earnings per share were 29 cents, an increase of 4 percent over last year�� fourth quarter and better than expected. GAAP earnings per share were 30 cents.�Core sales were $2 billion, a 2 percent decline from the comparable period last year.��013 was a very successful year for Corning,��Wendell P. Weeks, chairman, chief executive officer, and president, said in the earnings report. ��e achieved the company�� primary performance goal of restoring earnings growth. This was accomplished by regaining positive momentum in our LCD business and growing the earnings in our other segments. We also delivered on our commitment to enhance shareholder value by increasing the cash dividend and executing more than $1.5 billion in share repurchases. The company�� performance was recognized by a 41% improvement in the year�� share price, a result with which we are delighted.��/p>

Top Consumer Stocks To Own Right Now: KAR Auction Services Inc (KAR)

KAR Auction Services, Inc., together with its subsidiaries, provides vehicle auction services in North America. It operates in three segments: ADESA Auctions, IAA, and AFC. The ADESA Auctions segment offers whole car auctions and related services to the vehicle remarketing industry through online auctions and auction facilities. This segment also provides value-added services, such as auction related, transportation, reconditioning, inspection, title and repossession administration and remarketing, and analytical services. The ADESA Auctions segment sells its products and services through commercial fleet operators, financial institutions, rental car companies, new and used vehicle dealers, and vehicle manufacturers and their captive finance companies to franchise and independent used vehicle dealers. The IAA segment offers salvage vehicle auctions and related services that facilitate the remarketing of damaged or low value vehicles designated as total losses by insurance companies and charity donation vehicles, as well as recovered stolen vehicles. This segment also provides inbound transportation, titling, salvage recovery, and claims settlement administrative services. The AFC segment offers floorplan financing, a short-term inventory-secured financing, to independent used vehicle dealers. As of December 31, 2012, the company had a network of 67 whole car auction and 163 salvage auction locations, as well as serviced auctions through 104 locations. The company was formerly known as KAR Holdings, Inc. and changed its name to KAR Auction Services, Inc. in November 2009. KAR Auction Services, Inc. was founded in 2006 and is headquartered in Carmel, Indiana.

Advisors' Opinion:
  • [By Marc Bastow]

    Vehicle auction services company KAR (KAR) raised its quarterly dividend 31% to 25 cents per share, payable on Jan. 3 to shareholders of record as of Dec. 20.
    KAR Dividend Yield: 3.53%

Top 10 Life Sciences Companies To Watch In Right Now: Sasol Ltd.(SSL)

Sasol Limited operates as an integrated energy and chemicals company worldwide. It mines saleable coal; distributes and markets natural gas and methane-rich gas; owns, operates, and maintains cross-border natural gas pipeline; produces coal-based synfuels; and markets oil products, such as petrol, diesel, jet fuel, illuminating paraffin, naphtha, liquid petroleum gas (LPG), fuel oils, bitumen, motor and industrial lubricants, and sulphur to the industrial and licensed wholesalers customers in South Africa. The company also supplies ethylene, propylene, polyethylene, polypropylene, polyvinyl chloride, chlor-alkali chemicals, and mining reagents; solvents, co-monomers, acrylates, and associated products; surfactants, linear alkylbenzene, surfactant intermediates, n-paraffins, n-olefins, C6-C22 alcohols, ethylene, oleochemicals, and other organic intermediates, as well as provides specialty aluminas, silica aluminas, and hydrotalcites. In addition, it produces and markets var ious chemical products comprising waxes, fertilizers, and mining explosive products; converts natural gas into synthesis gas for use as petrochemical feedstock; and involves in the research and development, alternative energy, and financial activities. Further, the company produces natural gas and condensate from the onshore Pande and Temane fields in Mozambique; oil in Gabon from the offshore Etame, Avouma, and Ebouri oilfield cluster; and shale gas from the Farrell Creek and Cypress A assets in Canada. It operates in South Africa, the other parts of Africa, Europe, North America, South America, Southeast Asia, Australasia, the Middle East, India, and the Far East. Sasol Limited was founded in 1950 and is headquartered in Johannesburg, South Africa.

Advisors' Opinion:
  • [By Selena Maranjian]

    Sasol (NYSE: SSL  ) gained just 5%. The South-Africa-based energy and chemical giant sports a dividend yield recently near 5%. Instead of being an ordinary explorer or refiner of oil, it specializes in coal-to-liquid technology and gas-to-liquid technology, producing liquid fuels such as diesel. With a forward P/E ratio around 8 and well below its five-year average of 13, the stock seems attractively priced. Sasol's geographic diversification spreads its risks around, but it also faces some challenges, such as the fact that a big chunk of its workforce carries HIV.

Top 10 Life Sciences Companies To Watch In Right Now: Turkcell Iletisim Hizmetleri AS(TKC)

Turkcell Iletisim Hizmetleri A.S. engages in establishing and operating a global system for mobile communications network in Turkey. It provides mobile voice, and Internet services over its mobile communications network; voice services, which include wireless telephone services on a prepaid and postpaid basis; mobile Internet and 3G services; consumer services; Telco services; TV and video services; music services; infotainment services; social community and other services; and mobile financial services The company also offers Turkcell enablers and platforms; corporate (B2B); corporate telco; authentication; location based; mobile marketing; machine-to-machine communications; and international roaming services. In addition, it provides Mobile Signature, a GSM service that enables customers to sign electronic documents and transactions with a legally-accepted digital signature using GSM SIM cards; and Mobile Billboard, which enables brands to reach their targeted customers . As of December 31, 2010, the company had approximately 23.3 million prepaid subscribers and 10.1 million postpaid subscribers. It sells its products and services through its distribution network consists of distributors, Turkcell distribution centers, corporate solution centers, non exclusive dealers, Turkcell communication centers, Turkcell stores, and consumer electronic Chains, as well as points of sale for prepaid airtime, including ATMs, POS, Web, call centers, supermarkets, and kiosks. The company was founded in 1993 and is headquartered in Istanbul, Turkey. Turkcell Iletisim Hizmetleri AS is a subsidiary of Turkcell Holding A.S.

Advisors' Opinion:
  • [By Lisa Levin]

    Turkcell Iletisim Hizmetleri AS (NYSE: TKC) shares reached a new 52-week low of $12.74. Turkcell's trailing-twelve-month EPS is $1.40.

    Posted-In: 52-Week LowsNews Movers & Shakers Intraday Update Markets

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Telecommunications services shares gained around 0.83 percent in the US market on Monday. Top gainers in the sector included China Telecom Corp. (NYSE: CHA),Turkcell Iletisim Hizmetleri AS (NYSE: TKC), and China Unicom (Hong Kong) Limited (NYSE: CHU). In trading on Monday, basic materials shares were relative laggards, down on the day by about 0.75 percent.

Top 10 Life Sciences Companies To Watch In Right Now: Parker Drilling Co (PAD)

Parker Drilling Company (Parker), incorporated on August 4, 1970, is a provider of contract drilling and drilling-related services. The Company operates in six segments: Rental Tools, U.S. Barge Drilling, U.S. Drilling, International Drilling, Technical Services and Construction Contract. During year ended December 31, 2012, the Company operated in 12 countries. The Company has operated in over 50 foreign countries and the United States. In April 2013, the Company announced the acquisition of International Tubular Services Limited and certain affiliates (ITS), subsidiaries of ITS Tubular Services (Holdings) Limited.

Rental Tools Business

The Company provide premium rental tools for land and offshore oil and natural gas drilling and provide equipment used for drilling, workover and production applications, such as drill pipe, heavy-weight drill pipe, tubing, high-torque connections, blow-out preventers (BOPs) and drill collars. The Company also hold an inventory of rental tools and provide service to its customers from locations in Louisiana, Texas, Wyoming, North Dakota and West Virginia.

U.S. Barge Drilling Business

The Company�� U.S. Gulf of Mexico barge rig fleet is marketed barge fleet in the GOM region, with rigs ranging from 1,000 to 3,000 horsepower with drilling depth capabilities ranging from 13,000 to over 30,000 feet. The Company�� rigs drill for oil, natural gas, and a combination of oil and natural gas in the shallow waters in and along the inland waterways and coasts of Louisiana, Alabama and Texas.

U.S. Drilling Business

The Company�� U.S. Drilling segment primarily consists of two new-design Arctic Alaska Drilling Unit (AADU) land rigs. In addition to the two AADU rigs, the Company has one land rig at its facility in New Iberia, Louisiana.

International Drilling Business

The Company�� international drilling business includes operations related to Parker-owned and operated ri! gs as well as customer-owned rigs. In addition, it perform drilling-related activities for operators who own their drilling rigs and who choose to utilize its drilling experience and technical expertise to perform services on a contracted basis, including Operations and Maintenance (O&M) work, and other project management services (such as labor, maintenance, and logistics).

Technical Services Business

The Company�� technical services business primarily includes its engagement in concept development, pre-FEED (Front End Engineering Design), Front End Engineering Design (FEED) and Engineering, Procurement, Construction and Installation (EPCI) projects. During the EPCI phase, it focuses primarily on the drilling systems engineering, procurement, commissioning and installation and provide customer support during construction. As of December 31, 2012, it provides these services on the Berkut platform project for Exxon Neftegas Limited (ENL).

Construction Contract Business

The Company�� construction contract segment includes only the BP-owned Liberty extended-reach drilling rig construction project. Under the consulting services agreement, it assisted BP in a review of the rig�� design, the creation of a new statement of requirements for the rig, and the transition of documentation and materials to BP.

Advisors' Opinion:
  • [By James Oberweis]

    Among our latest small-cap recommendations is a medical device company focused on developing minimally invasive treatment solutions for vascular disease, including peripheral artery disease (PAD) and coronary artery disease (CAD), explains Jim Oberweis, Editor of The Oberweis Report.

Top 10 Life Sciences Companies To Watch In Right Now: Delaware Investments Dividend & Income Fund Inc. (DDF)

Delaware Investments Dividend and Income Fund, Inc. is a close-ended balanced mutual fund launched by Delaware Management Holdings, Inc. It is managed by Delaware Management Business Trust. The fund invests in the public equity and fixed income markets of the United States. It seeks to invest 65 percent of its corpus in stocks and 35% in fixed income securities. The fund primarily invests in value stocks of large cap companies. It also invests in convertible securities, preferred stocks, other equity-related securities, and real estate investment trusts. For the fixed income component of the fund�s portfolio the fund invests in high yield corporate bonds rated BB or lower in terms of quality. It benchmarks the performance of its portfolio against the S&P 500 Index. Delaware Investments Dividend and Income Fund, Inc. was formed on March 25, 1993 and is domiciled in the United States.

Advisors' Opinion:
  • [By Dividends4Life]

    According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer

Top 10 Life Sciences Companies To Watch In Right Now: Sprott Physical Gold Trust (PHYS)

Sprott Physical Gold Trust (the Trust) is a closed-end mutual fund trust. The Trust was created to invest and hold substantially all of its assets in physical gold bullion. The Trust seeks to provide an exchange-traded investment alternative for investors interested in holding physical gold bullion. The Trust invests primarily in long-term holdings of unencumbered, fully allocated, physical gold bullion and does not speculate with regard to short-term changes in gold prices. Sprott Asset Management LP (the Manager) is the manager and RBC Dexia Investor Services Trust (RBC Dexia), a trust company, is the trustee of the Trust.

The Trust employs two custodians. The Royal Canadian Mint (Mint) acts as custodian for the Trust's physical gold bullion, pursuant to a precious metals storage agreement between the Manager, for and on behalf of the Trust, and the Mint, to which it refers as the precious metals storage agreement. RBC Dexia acts as custodian of the Trust's assets other than physical gold bullion pursuant to the trust agreement. As of December 31, 2010, the Trust held 90% of its total net assets in physical gold bullion in London Good Delivery bar form. The Trust does not invest in gold certificates or other financial instruments that represent gold or that may be exchanged for gold.

In making investments on behalf of the Trust, the Manager is subject to certain investment and operating restrictions, to which the Trust refers to as the Investment and Operating Restrictions. The Investment and Operating Restrictions provide that the Trust will invest in and hold a minimum of 90% of the total net assets of the Trust in physical gold bullion in London Good Delivery bar form and hold no more than 10% of the total net assets of the Trust, at the discretion of the Manager, in physical gold bullion (in London Good Delivery bar form or otherwise), gold coins, debt obligations of or guaranteed by the Government of Canada or a province of Canada or by the Government of the United St! ates or a state thereof.

The Trust will invest in short-term commercial paper obligations of a corporation or other person whose short-term commercial paper is rated R-1 (or its equivalent, or higher) by Dominion Bond Rating Service Limited or its successors, or assigns or F1 (or its equivalent, or higher) by Fitch Ratings or its successors, or assigns or A-1 (or its equivalent, or higher) by Standard & Poor's or its successors, or assigns or P-1 (or its equivalent, or higher) by Moody's Investor Service or its successors, or assigns, interest-bearing accounts and short-term certificates of deposit issued or guaranteed by a Canadian chartered bank or trust company, money market mutual funds, short-term government debt or short-term investment grade corporate debt, or other short-term debt obligations approved by the Manager from time to time. The Trust will not purchase, sell or hold derivatives.

Advisors' Opinion:
  • [By Cameron Swinehart]

    Going forward I will be looking to add investments on my watchlist and trim other positions. It will be interesting to see how an overweight commodity portfolio will perform relative to the rest of the market.

     Cost Basis# SharesCurrent Price% of PortfolioCurrent ValueReturnMetal/Miners      Sprott Physical Gold Trust (PHYS)$12.4985$11.043.75%$938.40-13.13%Sprott Physical Silver Trust (PSLV)$7.95125$8.744.37%$1,092.509.04%FreePort-McMoran (FCX)$31.6731$33.874.20%$1,049.976.50%Ishares MSCI Global Gold Miners ETF (RING)$13.0695$10.644.04%$1,010.80-22.74%Energy      Statoil ASA(STO)$21.7940$22.683.63%$907.203.92%Vanguard Natural Resources LLC (VNR)$27.5636$27.874.01%$1,003.321.11%ConocoPhillips (COP)$63.6822.43$71.006.37%$1,592.5310.31%Agriculture      CVR Partner LP (UAN)$26.3630.9$18.932.34%$584.94-39.25%Adecoagro$6.78125$7.443.72%$930.008.87%Archer-Daniels Midland (ADM)$34.8030$37.244.47%$1,117.206.55%Mixed Commodity      Powershares DB Commodity Index (DBC)$26.3540$25.954.15%$1,038.00-1.54%Sprott Resource Corp$3.34400$2.714.34%$1,084.00-23.25%    Total % of portfolio49.40%               Cost Basis12,666.00      Current Value12,348.86      Return-2.50%  Source: Investing For The Future Surge In Commodity Prices

    Disclosure: I am long ADM, FCX, UAN, AGRO, RING, VNR, SCPZF.PK, COP, DBC, PHYS, PSLV. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)

Top 10 Life Sciences Companies To Watch In Right Now: Westlake Chemical Corporation(WLK)

Westlake Chemical Corporation manufactures and markets basic chemicals, vinyls, polymers, and fabricated building products. It operates in two segments, Olefins and Vinyls. The Olefins segment provides ethylene, polyethylene, styrene monomer, and various ethylene co-products, such as chemical grade propylene, crude butadiene, pyrolysis gasoline, and hydrogen. The Vinyls segment offers polyvinyl chloride (PVC), vinyl chloride monomer, ethylene dichloride, chlorine, caustic soda, and ethylene. This segment also manufactures and sells products fabricated from PVC, including water, sewer, irrigation, and conduit pipes; window and door profiles; and fences. The company?s products are used in various applications, such as consumer and industrial markets comprising flexible and rigid packaging, automotive products, coatings, and residential and commercial construction, as well as in other durable and non-durable goods. Westlake Chemical Corporation provides its products for chem ical processors, plastics fabricators, construction contractors, municipalities, and supply warehouses in the United States, Canada, Singapore, and internationally. The company was founded in 1985 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Johanna Bennett]

    Dow isn�� the only chemical play gaining on the news. �Axiall (AXLL) rose 9.3% to $49.58 in Monday market action. Olin (OLN) rose 6.1% to $26.36. And Westlake Chemical (WLK) rose 2.2% to $115.10.

  • [By Robert Rapier]

    Westlake Chemical Partners�(expected ticker WLKP) was recently formed by�Westlake Chemical�(NYSE: WLK) to operate, acquire and develop ethylene production facilities and related assets. WLK is a manufacturer and supplier of petrochemicals, vinyls, polymers and building products produced at 16 plants across North America and one in China.

Wednesday, August 27, 2014

Top 5 Japanese Stocks To Watch For 2014

As concerns over China's growth spook the global markets, MoneyShow's Jim Jubak looks at one of the key concerns and questions how long before they turn things around.

The worry about China goes on, and basically, right now, that worry is a big enough deal so that it is driving emerging market stock prices and driving them down. It is driving the Japanese market and driving that down, that then is slopping over, and on most days, it is also driving down Europe and the United States. Here is the representative story for this kind of stream of worry. This is from January 23.

We had a report from China of what is called the flash reading on the PMI, that is the Purchasing Managers Index from HSBC and Market Economics. These are two private companies that do their own and look at what purchasing managers are thinking. It is equivalent to the US Index. We get the official read a couple of weeks after that, usually. What they reported was that, for January, they were seeing a drop down to 49.6 from 50.5 in December. It does not seem like a big drop, nine-tenths of a percentage point, but on this index, anything below 50 indicates that a sector, or the economy as a whole, is contracting, so the drop from a little over 50 to a little under 50 just fed right into worries that the Chinese economy is indeed going to contract in 2014. It is not going to make the official growth rate, which, in 2013, was 7.5%. We do not yet have the official target for 2014, but you are getting a lot of evidence that the Chinese economy is slowing. You have had big scares about liquidity and all this is leading into a story that basically says, ��ey, there are real worries.��

Top 10 Cheapest Stocks To Watch Right Now: Perrigo Company PLC (PRGO)

Perrigo Company plc, incorporated on March 23, 1988, is a global healthcare supplier that develops, manufactures and distributes over-the-counter (OTC) and generic prescription (Rx) pharmaceuticals, infant formulas, nutritional products, animal health, dietary supplements, active pharmaceutical ingredients (API), and medical diagnostic products, and Multiple Sclerosis drug Tysabri. The Company�� businesses include Consumer Healthcare, Nutritionals, Rx Pharmaceuticals, API, Life Sciences and Other Businesses. The Company offers Healthcare Products across a range of product categories primarily in the United States, the United Kingdom, Mexico, Israel and Australia, and distributes into dozens of other markets worldwide, including Canada, China and Latin America. In February 2014, the Company announced that it has acquired a basket of value-brand OTC products sold in Australia and New Zealand from Aspen Global Inc.

The Company operates through several wholly owned subsidiaries. In the United States, its operations are conducted primarily through L. Perrigo Company, Perrigo Company of South Carolina, Inc., Perrigo New York, Inc., PBM Products, LLC, PBM Nutritionals, LLC, Paddock Laboratories, LLC, Perrigo Diabetes Care, LLC (formerly CanAm Care, LLC), Sergeant's Pet Care Products, Inc. and Fidopharm, Inc. Outside the United States, its operations are conducted primarily through Perrigo Israel Pharmaceuticals Ltd., Chemagis Ltd., Quimica y Farmacia S.A. de C.V., Laboratorios Diba, S.A., Wrafton Laboratories Limited, Galpharm Healthcare Ltd., Orion Laboratories Pty Ltd and Rosemont Pharmaceuticals Ltd.

Consumer Healthcare

Perrigo Consumer Healthcare (CHC) operation includes the Company's United States, United Kingdom and Mexico manufacturing operations supporting the sale of OTC pharmaceutical products. Perrigo CHC supplies more than 15 categories and 500 formulas and offers analgesics, cough and cold remedies, and gastrointestinal and feminine hygiene products, as w! ell as vitamins, dietary supplements and nutritional drinks. Perrigo offers a range of products, such advertised brand products as Tylenol, Advil or One-A-Day. Tylenol has acetaminophen as an active ingredient and is available in stores' analgesic (pain reliever) aisle. Store-brand acetaminophen is located next to the national brand, offering the same active ingredient (acetaminophen) and the same pain relief.

Perrigo Nutritionals

Perrigo is a manufacturer of nutrition products for the store brand market. Nutrition products include infant formula, pediatric nutritionals and vitamins, minerals, and supplements. Acquired by Perrigo, Perrigo Nutritionals, formerly PBM Products, LLC, had introduced private-label, or store-brand infant formulas to the United States. Perrigo Nutritionals is the supplier of store-brand infant formulas and nutrition products. With distribution to major retailers, Perrigo Nutritional products can be found in more than 40,000 retail locations around the world. Its pediatric nutritionals business extends its offerings to children well beyond infancy. Its baby cereals, toddler foods, and pediatric nutritional drinks are available as store brands at various retail locations throughout the United States and the international community. Perrigo manufactures a range of vitamins, minerals, and supplements, in every major segment of the business. Marketed under the store brand labels of the retailers in the food, drug, mass-merchandise and wholesale club channels, it manufactures over 395 formulas of dietary supplements. Its brands include Centrum, One-A-Day, Flintstones, and Osteo-Bi-Flex.

Rx Pharmaceuticals

The Company�� Rx Pharmaceuticals business is focused on the development, manufacture and sale of generic prescription drug products, primarily for the United States market. Manufacturing operations are based in the United States and Israel. Perrigo's portfolio focuses on complex, high-barrier ophthalmological, topical foam and or! al liquid! formulations. Its products include Acetylcysteine Injection 200 mg/mL (6g/30mL), Acetylcysteine Injection 6 g/30 mL (200 mg/1 mL), NOVAPLUS, ACTIDOSE with SORBITOL, ACTIDOSE-AQUA, ASPIRIN SUPPOSITORIES USP, Bacitracin Ophthalmic Ointment USP, Belladonna and Opium Suppositories C-II, BENZOIN COMPOUND TINCTURE USP, Benzoyl Peroxide 10% Acne Medication Wash, CLOBETASOL PROPIONATE LOTION 0.05% and Docusate Sodium.

Active Pharmaceutical Ingredients

Primarily through the Company�� Israel-based business, Perrigo develops, manufactures and markets the complex chemicals and active pharmaceutical ingredients used worldwide by the generic drug industry. Certain of these ingredients are also used in Perrigo's own pharmaceutical products. It manufactures API at facilities in Israel, India and China. Perrigo API specializes in tailor-made research and process development of APIs and Finished Dosage Forms (FDFs).

Life Sciences

Through the Company�� Israel-based business, Perrigo markets and manufactures branded prescription drugs and medical diagnostic products through exclusive agreements with pharmaceutical companies. Its Pharmaceutical and Medical Diagnostic Products businesses also market and manufacture branded prescription drugs under licenses. Other pharmaceutical and medical diagnostics products are imported to Israel through exclusive agreements. Products in life sciences segment include TYSABRI and ELND005. TYSABRI (natalizumab) is indicated for treatment of: Multiple Sclerosis: as monotherapy for the treatment of patients with relapsing forms of multiple sclerosis to delay the accumulation of physical disability and reduce the frequency of clinical exacerbations. TYSABRI is recommended for patients who have had an inadequate response to, or are unable to tolerate, an alternate MS therapy; Crohn�� Disease (CD): Inducing and maintaining clinical response and remission in adult patients with moderately to severely active Crohn�� disease with e! vidence o! f inflammation who have had an inadequate response to, or are unable to tolerate, conventional CD therapies and inhibitors of tumor necrosis factor-伪.

Other

Perrigo's Pharmaceutical and Medical Diagnostic Products business markets and manufactures branded prescription drugs under licenses. Other pharmaceutical and medical diagnostic products are imported to Israel through exclusive agreements with pharmaceutical and diagnostics companies. This business is divided into two departments: Pharma-Israel and Tayco Diagnostics. Pharma-Israel operates in the Israeli market as a partner in the marketing, sales and distribution of Rx (dermatology, gastroenterology, blood products, CNS, urology and other fields), OTC, generics, branded generics, dermo-cosmetics and dietary supplements. Tayco, the diagnostics division of Perrigo-Israel Pharmaceuticals Ltd., specializes in marketing and sales of medical laboratory systems, reagents, accessories and consumables. It also markets self-monitoring medical devices for diagnosis and treatment of diabetes. The division operates throughout Israel to service the central laboratory, hospital, clinic, point of care and self-testing markets. Its activities in the medical and research fields in Israel cover all market segments: medical (private and public health services), research institutions and the biotech industry.

The Company competes with Dr. Reddy�� Laboratories, Ltd., Actavis Inc., Aaron Industries, Inc., Ohm Laboratories, Inc., PL Developments, LNK International, Inc., Abbott Laboratories, Mead Johnson Nutrition Co., Nestle S.A. (Gerber), Danone Baby Nutrition, Bayer AG, Pfizer, Inc., Rexall Sundown, Inc., Apotex, Glenmark Generics Inc., Impax, Prasco, Sandoz, Taro Pharmaceuticals, Teva Pharmaceutical Industries Ltd., Triax Pharmaceuticals, and Zydus Pharmaceuticals.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Stocks moving in the Premarket included:

    Boeing(NYSE: BA) lost 1.98 percent in premarket trade after falling 0.25 percent on Friday. Alcoa(NYSE: AA) fell 1.32 percent in premarket trade after gaining 3.58 percent last week. Perrigo Company PLC (NYSE: PRGO) gained 0.36 percent in premarket trade after rising 0.36 percent on Friday. Berkshire HathawayInc (NASDAQ: BRKB) gained 0.27 percent in premarket trade after increasing 5.95 percent last week.

    Earnings

  • [By Johnson Research Group]

    Expect to see the shorts��resolve start to break as CERN stock cracks the $60 level, sparking a short squeeze.

    Short Squeeze Candidate #2: Perrigo (PRGO)


    Click to Enlarge Another classic setup for a short squeeze is the activity that we��e seeing in Perrigo (PRGO).

  • [By Laura Brodbeck]

    Stocks moving in the pre-market included:

    Wyndham Worldwide Corp (NYSE: WYN) gained 2.65 percent in pre-market trade, adding to its 4.02 percent rise over the past five days. Goldman Sachs Group Inc (NYSE: GS) gained 1.42 percent in pre-market trade after falling 0.95 percent on Wednesday. Perrigo Co (NYSE: PRGO) gained 0.66 percent in pre-market trade after losing 1.96 percent in the past week. U.S. Bancorp (NYSE: USB) lost 0.61 percent in pre-market trade after gaining 0.80 percent over the past five days.

    Earnings

  • [By Rich Duprey]

    Investors going with health-care products maker Perrigo� (NYSE: PRGO  ) �will receive a�quarterly cash dividend�of�$0.09 per share on June 18 to shareholders of record at the close of business on May 31 for the fiscal third quarter of 2013.

Top 5 Japanese Stocks To Watch For 2014: U.S. Global Investors Inc.(GROW)

U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in value stocks to make its equity investments. It employs a fundamental and technical analysis with bottom-up and top-down analysis to make its investments. The firm typically invests in companies specializing in gold and natural resources. U.S. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas.

Advisors' Opinion:
  • [By Morgan Myrmo]

    One business that is ripe for takeover is U.S. Global Investors (GROW), a micro-cap asset manager based in San Antonio, Texas. The company specializes in the management of gold, mineral, resource and high-growth emerging market mutual funds. U.S. Global fund values have been hammered over the last five years as the current economic recovery has yet to reach commodities and emerging markets.

Top 5 Japanese Stocks To Watch For 2014: Knight Transportation Inc (KNX)

Knight Transportation, Inc. (Knight), incorporated on August 31, 1989, is a provider of multiple truckload transportation services, which generally involve the movement of full trailer or container loads of freight from origin to destination for a single customer. The Company is a provider of multiple truckload transportation services with a nationwide network of service centers through which it operates one of the tractor fleets. In addition to its own fleet, the Company also partners with third-party equipment providers to provide truckload capacity and a broad range of solutions to truckload shippers. The Company has five operating segments comprised of three asset-based operating segments: dry van truckload, temperature-controlled truckload and port services and two non-asset-based operating segments brokerage and intermodal services. Through its asset-based and non-asset-based capabilities the Company is able to transport, or can arrange for the transportation of, general commodities for customers throughout the United States and parts of Canada and Mexico.

The Company's asset-based businesses generally include dry van truckload, refrigerated truckload, dedicated truckload, and drayage services. Its non-asset-based services generally include rail intermodal and truckload brokerage services. However, within its asset-based services, the use of independent contractors to provide tractors lowers the capital investment in its dry van and refrigerated operations. In addition, drayage operations generally involve less expensive tractors with longer lives and do not require a investment in trailering equipment. As of December 31, 2012, it operated 3,627 company-owned tractors with an average age of 1.9 years. It also had under contract 507 tractors owned and operated by independent contractors. Its trailer fleet consisted of 9,564 53-foot long trailers with an average age of 5.5 years and includes 1,092 temperature-controlled trailers.

Advisors' Opinion:
  • [By Sean Williams]

    Swift Transportation (NYSE: SWFT  ) , for example, delivered a 4% increase in revenue this past quarter in spite of having fewer trucks in service. The company was able to realize better utilization of its existing fleet and actually saw fuel prices fall from the previous year. The results were even more robust for Knight Transportation (NYSE: KNX  ) , whose shareholders saw revenue rise by 7% as the company grew from the year-ago quarter for the 14th straight time and delivered growth from each of its business segments.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Knight Transportation (NYSE: KNX  ) , whose recent revenue and earnings are plotted below.

Top 5 Japanese Stocks To Watch For 2014: Passport Potash Inc (PPI)

Passport Potash Inc. is a Canada-based exploration-stage company engaged in the acquisition, exploration and development of mineral resource properties. The Company is engaged in the exploration and development of potash properties. The Company has an interest in or has the right to earn an interest in six properties, Southwest Exploration Property, Twin Buttes Ranch, Sweetwater/American Potash, Mesa Uranium, Ringbolt Property and Fitzgerald Ranch (the Holbrook Basin properties), which are all located in Arizona. The Company has not established any proven or probable reserves on its mineral property interests. The Company's Holbrook Basin project is located seven miles east of Holbrook, Arizona. Advisors' Opinion:
  • [By Arrow Analysis]

    The merger between the two companies had been in the works since September, but hit many a bump on the road. The two major obstacles in the path were the Chinese regulations and the ongoing tax investigation regarding Nokia�� Indian plant, operating in Chennai. While China green-lighted the deal easily, the Indian authorities were less obliging. The end result is that the Indian facility was not a part of the acquisitions and will be retained by Nokia. Although Nokia has not announced any conclusive plans, the fact that it offered its 7500+ Indian workers early retirement scheme suggests that the plant may soon be shut down. Also, noticeably absent from the terms of the merger was the ��tate of the art��South Korean plant in Masan. The deal closed for $7.5 billion. As previously decided, Nokia�� former CEO Stephen Elop will be reporting to Microsoft CEO, Satya Nadella and will be appointed executive vice president of Microsoft Devices Group. He will be overseeing the division that, from hence on, will be in charge of expanding the business of Lumia smartphones and tablets, Xbox hardware, Perceptive Pixel (PPI) products and accessories. Microsoft also plans to export more than 25,000 of Nokia�� former 90,000 employees.What does it mean for Microsoft�� future?

  • [By JulieYoung789]

    On Friday, June 13 the Commerce Department released its monthly report on producer prices which is one measure used to gauge the direction of price inflation in the U.S. The May Producer Price Index (PPI) reading showed a decrease of 0.2% seasonally adjusted. The Producer Price Index is a significant market moving news release and the worse than expected results likely had an effect on the market�� downward turn for the week.

Tuesday, August 26, 2014

Top 5 Computer Hardware Companies For 2014

By Ritika Puri

It�� common for small business owners to consider selling their businesses as they approach retirement. But many find themselves unprepared for the realities of the process��specially if it�� the first time they��e ever handled such a sale.

There are a number of challenges involved in selling a small business. Tax implications can be confusing. Gauging how much a business is really worth is often just as bewildering. On top of that, selling a business you��e built from the ground up can take a sizable emotional toll.

Richard Hayman knows these difficulties well. He ran Hayman Systems, his family�� Washington, D.C.-based cash register business for almost three decades before ��elling it to ��ICROS Systems, Inc. in 1999. The lessons he learned along the way can help you dodge the pitfalls that have plagued so many entrepreneurs approaching retirement.

Top 10 Casino Stocks To Invest In Right Now: Synaptics Inc (SYNA)

Synaptics Incorporated is a developer and supplier of custom-designed human interface solutions that enable people to interact with a range of mobile computing, communications, entertainment, and other electronic devices. The Company focuses on the personal computer ( PC) market, primarily notebook computers, including ultrabooks, the markets for digital lifestyle products, including mobile smartphones and feature phones, the tablet market, and other select electronic device markets with its customized human interface solutions. The Company generally supplies its human interface solutions to its original equipment manufacturer (OEM) customers through their contract manufacturers, which take delivery of its products and pay the Company directly for them.

The Company provides custom human interface solutions for navigation, cursor control, and multimedia controls for many of the world�� premier PC OEMs. In addition to notebook applications, other PC product applications for its technology include peripherals, such as keyboards, mice, and monitors, as well as remote control devices for desktops, PCs, and digital home applications. Its solutions for the PC market include the TouchPad, the ClickPad, the TouchStyk, and dual pointing solutions. The Company�� tablet includes the ClearPad Series 7. In August 2012, it acquired Pacinian and the Video Display Operation of Integrated Device Technology, Inc.

TouchPad

TouchPad provides a method for screen navigation, cursor movement, and gestures and provides a platform for interactive input for both the consumer and corporate markets. TouchPad solutions offer various advanced features, including Scrolling, Customizable tap zones, performance of entertainment, productivity, and media tasks, tapping and dragging of icons, and device Interaction. The Company�� TouchPad solutions are available in a variety of sizes, electrical interfaces, and thicknesses.

ClickPad

The Company�� ClickPad introduces! a clickable mechanical design to the TouchPad application. Its ClickPad is activated by pressing down on the internal tact switch to perform a left- or right-button click and provides feedback similar to pressing a physical button. The latest version of ClickPad features ClickEQ, which is a mechanical solution.

ForcePad

The Company's ForcePad is a thinner version of the Company's ClickPad, which introduces a new dimension in control through the addition of variable force sensitivity. ForcePad is designed to provide consistent performance across OEM models through its design intelligence and self-calibration features.

Dual Pointing Solutions

The dual pointing solutions offer a TouchPad with a pointing stick in a single notebook computer. Its dual pointing solutions also provide the end user the ability to use both interfaces interchangeably. The Company has developed two solutions for use in the dual pointing market. Its first solution integrates all the electronics for controlling a third-party resistive strain gauge pointing stick onto its TouchPad PCB. Its second dual pointing solution uses its TouchStyk and offers the OEM integration. The second solution is a completely modular design, allowing OEMs to offer TouchPad-only, TouchStyk-only, or dual pointing solutions on a build-to-order basis.

TouchStyk

The Company�� TouchStyk is a pointing stick interface solution for PC notebooks. TouchStyk is an integrated module that uses capacitive technology similar to that of its TouchPad. TouchStyk is enabled with press-to-select and tap-to-click capabilities and can be integrated into multiple computing and communications devices.

NavPoint

The Company�� NavPoint solution offers TouchPad functionality for small form factor devices in accessing and managing content in handheld devices through navigation controls. It also includes short- and long-distance scrolling features, tapping, and mouse-like cursor navigation.

ClearPad

The Company�� ClearPad touchscreen solutions consist of a transparent, thin capacitive sensor, which is a discrete sensor, that can be placed over any display, such as an liquid crystal display (LCD) or organic light-emitting diode (OLED). Its ClearPad Series 3 can provide full-time tracking of ten or more fingers simultaneously and features stylus support and support for various sensor configurations, including discrete sensors, sensor-on-lens, which includes sensor electrodes patterned on the bottom of the glass cover lens; on-cell, which includes sensor electrodes patterned on the display glass, and in-cell, which includes sensor electrodes patterned inside the LCD glass.

The Company�� ClearPad Series 4 products combines its capacitive multi-touch technology with a device�� display driver in a single-chip solution delivering advanced display noise management and capacitive sensing performance. Its ClearPad Series 7 products are designed for large touchscreen market for products more closely related to clamshell notebooks, slates, tablets, and similar devices. The Company�� ClearPad Series 7 products include single-chip touchscreen solutions and multi-chip touchscreen solutions designed for devices, such as gaming applications.

FlexPad

This capacitive sensing interface is mounted beneath a mechanical keypad, and allows the keypad surface to be used for advanced scrolling and navigation features, character entry, and advanced gesture input on handheld devices. With navigation functionality similar to a touch pad, FlexPad offers interface and industrial design differentiation.

ClearButtons

The Company�� ClearButtons product is an extension of its core capacitive sensing technology that has been used in TouchPad solutions for notebook PCs, mobile smartphones, and feature phones. ClearButtons is a sensor that can be mounted under plastic, providing OEMs with integration and design options for scrolling and b! uttons.

TouchButtons

The Company�� TouchButtons product provides capacitive button and scrolling controls for an interface solution designed to replace mechanical buttons. Button arrays and ScrollStrips can be programmed to perform various functions, such as controls for multimedia, display and device settings in notebook PCs, multimedia keyboards, MP3 players, digital photo frames, monitors, and other digital lifestyle products. TouchButton interfaces are designed for integration under the plastic face of a device, allowing for a sealed, durable, and thin design, which can be coupled with light emitting diode (LED) animation.

ThinTouchTM

The Company�� ThinTouch, is a design technology that delivers a full keyboard solution that is 40% thinner than traditional keyboard solutions. ThinTouch provides design architecture that facilitates backlighting.

Proximity Sensing

The Company�� proximity sensing technology enables users to interact with consumer electronics without touch. With this technology, sensors in a device, such as a notebook PC, mobile phone, peripheral, or digital photo frame, sense the presence of a user�� hand to activate a function, such as illuminating LEDs for discoverable buttons or waking devices from power-saving mode.

Dual Mode

The Company�� Dual Mode-enabled TouchPad interface allows a user to switch between cursor control and icon-based control on the TouchPad surface. In default mode, a Dual Mode-enabled TouchPad provides the same cursor control for on-screen navigation as a standard TouchPad. When the user taps on a launch icon located on the TouchPad surface, control icons illuminate on the TouchPad surface.

ChiralMotion Gesture

The Company�� ChiralMotion Gesture technology can be applied for continuous circular motion to initiate precise and fine-tuned scrolling on any two-dimensional input surface, such as its TouchPad and ClearPad solutions. ChiralMoti! on Gestur! e technology is suited for small handheld products, such as feature-rich mobile handsets, personal navigation systems, and personal media players that require easy access for entertainment, music, and other digital files.

Synaptics Gesture Suite

The Company�� Synaptics Gesture Suite (SGSTM) provides users with an intuitive way to interact with their notebook computers. SGS was developed by analyzing the most common workflows from entertainment activities, such as viewing photos and listening to music, to productivity activities, such as accessing e-mails and presentations. SGS represents a portfolio of gestures available on its interface solutions. These gestures are compatible with a range of Microsoft Windows and Linux applications. Gestures in the market include Pinch, Rotate, ChiralMotion Scrolling, Two-Finger Scrolling, Three-Finger Flick, Three-Finger Down, and Four-Finger Flick.

Enhanced Gesture Recognition

Synaptics�� Enhanced Gesture Recognition is a suite of ClearPad gestures included in its firmware. Customers can easily enable SingleTouch gestures, such as Tap, Double Tap, Press, and Flick; DualTouch gestures, such as Pinch and Pivot Rotate, and multi-finger gestures for ClearPad directly from its touch module firmware. No additional ssoftware is required on the host processor to implement these gestures.

Dual Mode for TouchPad

The Company's Dual Mode-enabled TouchPad interface allows a user to switch between cursor control and icon-based controls on the TouchPad surface. In default mode, a Dual Mode-enabled TouchPad provides the same cursor control for on-screen navigation as a standard TouchPad.

The Company competes with Alps Electric, Elan Microelectronics, Atmel, Cypress and Melfas.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    You got me there
    In these specific use cases, Apple simply can't compete. Short of calling up Synaptics (NASDAQ: SYNA  ) and incorporating the company's ClearPad technology and its 3D-Touch capabilities, the iPhone will never know when you're about to touch it. Apple used to tap Synaptics for iPod click-wheel sensors, but that was a long time ago. The Samsung design win has given Synaptics a nice pop, since the GS4 is bound to bring in abundant unit volumes.

  • [By Lisa Levin]

    Computer Peripherals: The industry gained 1.72% by 10:45 am. The top performer in this industry was Synaptics (NASDAQ: SYNA), which gained 3.7%. Synaptics' PEG ratio is 0.81.

Top 5 Computer Hardware Companies For 2014: George Risk Industries Inc (RSKIA)

George Risk Industries, Inc. (GRI), incorporated on February 21, 1961, is engaged in the design, manufacture and sale of computer keyboards, push button switches, burglar alarm components and systems, pool alarms, thermostats, EZ Duct wire covers and water sensors. GRI is a diversified manufacturer of electronic components, consisting of the security industries variety of door and window contact switches, environmental products, proximity switches and custom keyboards. The Company operates in two segments: security alarm products and security alarm products GRI�� security burglar alarm products comprise approximately 84% of net revenues and are sold through distributors and alarm dealers/installers. These products are used for residential, commercial, industrial and government installations. Its products include security products/ magnetic reed switches, data entry peripherals, pushbutton switches, custom engraved keycaps and proximity sensors.

The security segment has approximately 3,000 customers. One of the distributors, ADI accounts for approximately 40% of the Company's sales of these products. The keyboard segment has approximately 800 customers. Keyboard products are sold to original equipment manufacturers to their specifications and to distributors of off-the-shelf keyboards of proprietary design. GRI owns and operates its main manufacturing plant and offices in Kimball, Nebraska with a satellite plant 40 miles away in Gering, Nebraska.

Advisors' Opinion:
  • [By Geoff Gannon] >Ark Restaurants (ARKR). When I bought them - and even now - I think their return on buyback would be high and I'd be in favor of it. However, the stocks are illiquid and their free cash flow relative to the dollar value of freely traded shares is not high. As a result, I'm always in favor of RSKIA and ARKR buying back stock. But, I understand it's very hard for them to do in practice unless there is a meaningful holder who signals he wants out of the stock.

    My approach to buybacks is pretty simple. One, I prefer them. Two, I look at the share count history over the last 10 to 20 years as my guide to what the company might do in the future - I want a pattern of predictable behavior. Generally, that means a continuously shrinking share count that shrinks in bull markets and bear markets, panics and recessions and booms and busts and so on. Three, if I'm a buyer of the stock - then the company should be a buyer of its own stock. No questions asked on that one. If the stock is good enough for me to buy it's clearly good enough for the company to buy. Finally, I look for the return on buyback. I tend to focus on the earning power the company is buying relative to the net cash it is spending. If a company has cash on its balance sheet, the amount of net cash consumed by a buyback will be less than it appears because I will end up with a greater percentage ownership of the resulting balance sheet as well as the income statement.

    I want the return on buyback to always be at least 10%. As a rule, the average company will only get returns on its buybacks of 10% or higher if it pays less than 15 times normal earnings. In special cases - fast growing companies, companies where free cash flow vastly exceeds reported income, etc. - it is possible that buybacks above 15 times earnings will return more than 10%. It almost never makes sense for a company to buy back stock at over 25 times earnings. So, for most companies, under 15 times earnings is the green zone for bu

  • [By Geoff Gannon]

    So, I think of simple industries as food, entertainment, etc. And anything where logistics provide a competitive advantage. I mentioned a company I own shares of ��George Risk Industries (RSKIA) ��before. Its advantage is the ability to deliver a cheap product on time. They can't produce the product for less than the competition. If the purchase price was huge relative to what the end customer was purchasing as part of the same activity (the end customer is construction in this case) price competition would be important. Instead, delivery is important.

Top 5 Computer Hardware Companies For 2014: Lenovo Group Ltd (LNVGF.PK)

Lenovo Group Limited is principally engaged in investment holding. It is a personal technology company serving customers in more than 160 countries. The Company is a personal computer (PC) vendor. The Company develops, manufactures and markets technology products and services. Its product lines include Think-branded commercial PCs and Idea branded consumer PCs, as well as servers, workstations, and a family of mobile Internet devices, including tablets and smart phones. It offers a range of commercial desktops and notebooks to businesses of all sizes that feature cutting-edge technology, customer-centric innovation and productivity features. It operates in three segments: China, Emerging Markets (excluding China) and Mature Markets. Lenovo has research centers in Yamato, Japan; Beijing, Shanghai and Shenzhen, China; and Raleigh, North Carolina, the United States. Advisors' Opinion:
  • [By Investometrica]

    x86: With regards to the specific x86 server business, it seems that IBM is considering the possibility of fully divesting it. According to Morgan Stanley, the server business generated about $4.9 billion of the company's $15.4 billion in server sales last year. This enormous volume is due to the fact that IBM may be producing the overall market's highest volumes, at the lowest profit level; which suggests this segment is doomed. Finally, IBM has a history of aggressive shifts to areas with better growth prospects and margins. For example, the company agreed to sell off the PC business to Lenovo (LNVGF.PK) at a moment where the PC still seemed attractive.

Top 5 Computer Hardware Companies For 2014: Altec Holdings SA (AXY)

Altec Holdings SA the parent company of Altec Group, is a Greece-based company engaged in the information technology and telecommunications fields. The Company's range of activities includes the manufacture, import, export, trade, distribution, leasing and support of computers and telecommunication materials, as well as the design, production, development, import, export, leasing and trading of software for computers and electronic cash registers. Its hardware products include a range of personal computers, servers and related equipment. Its software products include systems for enterprise resource planning, customer relationship management, accounting, human resource management, payroll and data warehousing, insurance brokerage software and equipment for call centers. It operates a retail network under the brand Microland. The Company has established subsidiaries in Romania, Bulgaria and Cyprus. Advisors' Opinion:
  • [By John Udovich]

    Yesterday, small cap geothermal stock U.S. Geothermal Inc (NYSEMKT: HTM) produced a geyser of a return when it surged 26.79%, meaning its worth taking a closer look at the stock verses the performance of other geothermal stocks like small cap Ormat Technologies, Inc (NYSE: ORA) and mid cap Calpine Corporation (NYSE: CPN).�First of all, I should mention there are some other geothermal stocks out there like Alterra Power Corp (CVE: AXY) and Ram Power Corp (TSE: RPG) who have their primary listing on Canadian exchanges with secondary ones on the OTC���meaning they may not be a good deal for American investors or easy to invest in. Second, U.S. Geothermal Inc itself is a good geothermal proxy as its�focused on developing, owning, and operating clean, sustainable electric power from geothermal energy resources and its�operating geothermal power projects at Neal Hot Springs, Oregon; San Emidio, Nevada; and Raft River, Idaho plus El Ceibillo, an advanced stage, geothermal prospect located within a 24,710 acre energy rights concession area near Guatemala City, the largest city in Central America.