Wednesday, February 4, 2015

Best Oil Service Stocks For 2014

Mid cap oil services stocks Dresser-Rand Group Inc (NYSE: DRC) and�Flowserve Corp (NYSE: FLS) and small cap Propell Technologies Group Inc (OTCBB: PROP) are all direct or indirect players in the enhanced oil recovery (EOR) sector among other niches. Of course, it might seem strange to be talking about oil services or enhanced oil recovery stocks when the bottom has fallen out from under the price of oil but consider the following two charts from WTRG Economics�and Gasbuddy.com:

Hot Solar Stocks To Buy For 2015: Spdr S&P Semiconductor Etf (XSD)

SPDR S&P Semiconductor ETF (the Fund) seeks to closely match the returns and characteristics of the S&P Semiconductor Select Industry Index. The S&P Semiconductor Select Industry Index represents the Semiconductor sub-industry portion of the S&P Total Markets Index. The S&P TMI tracks all the United States common stocks listed on the New York Stock Exchange, American Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) National Market and NASDAQ Small Cap exchanges. The Semiconductor Index is a modified equal weight index. SSgA Funds Management, Inc. is the Fund's investment advisor. Advisors' Opinion:
  • [By MONEYMORNING.COM]

    The SPDR S&P Semiconductor ETF (NYSE Arca: XSD) offers tech investors a broad play on the entire chip sector. It holds some four dozen companies that make microprocessors, computer memory, and sensors.

Best Oil Service Stocks For 2014: Apricus Biosciences Inc(APRI)

Apricus Biosciences, Inc. engages in the design and development of pharmaceutical products and product candidates based on its patented NexACT drug delivery technology. The NexACT drug delivery technology is designed to enhance the delivery of an active drug to improve therapeutic outcomes and reduce systemic side effects that accompany existing oral and injectable medications. The company?s pipeline includes Vitaros, approved in Canada for the treatment of erectile dysfunction; and Totect approved in the U.S. for the treatment of anthracycline extravasation, as well as compounds in development from pre-clinical through pre-registration, focused on sexual dysfunction, oncology, dermatology, autoimmune, pain, anti-infectives, diabetes, and consumer healthcare. The company was founded in 1987 and is headquartered in San Diego, California.

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

    Apricus Biosciences Inc. (NASDAQ: APRI) was initiated with a Hold rating and a $2 price target at Cantor Fitzgerald. Be advised that $2 is almost 10% under the prior close of $2.18, against a 52-week range of $1.89 to $3.49.

  • [By Eric Volkman]

    Apricus Biosciences (NASDAQ: APRI  ) is hoping to widen its capital base significantly. The company is floating a mix of common stock and warrants that it hopes will raise net proceeds of nearly $16 million. Six million shares will be sold in an underwritten public offering at $2.85 apiece, and 3 million warrants will be issued separately at an exercise price of $3.40 per share.�

Best Oil Service Stocks For 2014: FutureFuel Corp. (FF)

FutureFuel Corp., through its subsidiary, FutureFuel Chemical Company, engages in the manufacture and sale of specialty chemicals and bio-based products primarily in the United States. The company operates in two segments, Chemicals and Biofuels. The Chemicals segment provides custom chemical manufacturing services for specific customers, such as bleach activators for detergent and consumer products manufacturers; proprietary herbicide and intermediates for life sciences companies; agrochemicals; and industrial and consumer products, such as cosmetics and personal care products, ink colorants, adhesion promoters, polymer additives, polymer and specialty dyes, specialty polymers, photographic and imaging chemicals, and food additives. This segment also manufactures and sells a range of performance chemicals, including a family of polymer (nylon) modifiers and small-volume specialty chemicals for various applications; a family of acetal-based solvents, consisting of diethoxy methane, dimethoxymethane, dibutoxymethane, and glycerol formal; and phenol sulfonic acid that build on sulfonations technology. Its chemical products are used in various markets and end uses, including detergents, agrochemicals, automotive, photographic imaging, coatings, nutrition, and polymer additives. The Biofuels segment produces and sells biodiesel, as well as petrodiesel in blends with or without biodiesel. This segment also operates a granary in central Arkansas that involves in the purchase and sale of agricultural commodities, primarily soybeans, rice, and corn. This segment markets its biodiesel products by truck and rail directly to customers. FutureFuel Corp. was formerly known as Viceroy Acquisition Corporation and changed its name to FutureFuel Corp. in 2006. FutureFuel Corp. was incorporated in 2005 and is based in St. Louis, Missouri.

Advisors' Opinion:
  • [By Brian Pacampara]

    What: Shares of chemical and biofuels manufacturer FutureFuel (NYSE: FF  ) soared 20% on Tuesday after its quarterly results impressed Wall Street.

  • [By Monica Gerson]

    FutureFuel (NYSE: FF) surged 21.01% to $21.25 in the pre-market session after the company reported a rise in its fourth-quarter earnings. FutureFuel posted its quarterly profit of $0.61 per share, versus a year-ago profit of $0.15 per share.

Best Oil Service Stocks For 2014: MOJO Organics Inc (MOJO)

MOJO Organics, Inc., incorporated on August 2, 2007, engages in product development, production, marketing and distribution of CHIQUITA TROPICALS. CHIQUITA TROPICALS are a 100% fruit juice, produced under license agreement from Chiquita Brands. The Company�� product flavors include Banana Strawberry, Mango, Passion Fruit, and Pineapple.

The Company�� juices are produced without preservatives and without added sugar. The Company produces and packages the CHIQUITA TROPICALS products through production facilities and services on a contract basis.

The Company competes with The Coca-Cola Company and PepsiCo, Inc.

Advisors' Opinion:
  • [By Lisa Levin]

    Catalog & Mail Order Houses: The industry gained 1.13% by 10:15 am. The top performer in this industry was Mojo Organics (OTC: MOJO), which gained 6.6%. Mojo Organics shares have jumped 361.54% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.

Best Oil Service Stocks For 2014: Air Methods Corporation(AIRM)

Air Methods Corporation, together with its subsidiaries, provides air medical emergency transport services and systems in the United States. It transports persons requiring intensive medical care from either the scene of accident or general care hospitals to highly skilled trauma centers or tertiary care centers. The company operates through three segments: Community-Based Services, Hospital-Based Services, and United Rotorcraft. The Community-Based Services segment provides air medical transportation services, including aircraft operation and maintenance, medical care, dispatch and communications, and medical billing and collection services. This segment operates 201 helicopters and 15 fixed wing aircraft in 29 states. The Hospital-Based Services segment offers air medical transportation services, and medically equipped helicopters and airplanes for hospitals. It operates 212 helicopters and 6 fixed wing aircraft in 34 states. The United Rotorcraft segment designs, manufa ctures, installs, and certifies modular medical interiors, multi-mission interiors, and other aerospace and medical transport products for domestic and international customers, as well as provides quality assurance and certification services. Air Methods Corporation was founded in 1982 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Brian Pacampara]

    What: Shares of air medical transportation company Air Methods (NASDAQ: AIRM  ) sank 12% today after its preliminary quarterly results disappointed�Wall Street. �

  • [By Ali Berri]

    Shares of Air Methods (NASDAQ: AIRM) got a boost, shooting up 8.91 percent to $57.93 on upbeat quarterly results.

    NVIDIA (NASDAQ: NVDA) shares were also up, gaining 7.62 percent to $18.79 after the company posted higher Q2 earnings and issued a strong revenue forecast for the current quarter.

Best Oil Service Stocks For 2014: Silicon Image Inc.(SIMG)

Silicon Image, Inc. provides wireless and wired high-definition (HD) connectivity solutions that enable the distribution and presentation of HD content for consumer electronics, mobile, and personal computer (PC) markets. It delivers its technology via semiconductor and intellectual property products. The company?s consumer electronics products include high-definition multimedia interface (HDMI) port processors, HDMI and mobile high-definition link (MHL) transmitters, MHL-to-HDMI bridges, and HDMI receiver products; PC products comprise MHL/HDMI-to-HDMI bridges and digital visual interface receivers; and storage products consist of a line of serial advanced technology attachment controllers used in PC, DVR, and network attached storage applications. Its products are deployed by the electronics manufacturers in various devices, such as desktop and notebook PCs, DTVs, Blu-ray disc players, and audio-video receivers, as well as mobile phones, tablets, and digital cameras. The company, through its subsidiaries, provides manufacturers comprehensive standards interoperability and compliance testing services; and acts as an agent for promoting and administering HDMI and MHL specifications, and for licensing the serial port memory technology memory interface specification. It sells its products to original product manufacturers worldwide through direct sales force, as well as through a network of distributors and manufacturer?s representatives. The company has operations in the United States, Taiwan, Japan, China, and Korea, as well as Europe and internationally. Silicon Image, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.

Advisors' Opinion:
  • [By Roberto Pedone]

    The exact same setup is shaping up in shares of small-cap semiconductor firm Silicon Image (SIMG). Like HCP, this firm is stuck trading in a downtrending channel. Unlike HCP, trendline resistance is a whole lot stronger in this stock. Shares have gotten swatted down on each of the last eight attempts through that ceiling; with shares at resistance again, the high-probability move is to the downside.

    Again, relative strength has been terrible since the summer; SIMG is underperforming the S&P by a considerable margin. Downtrending relative strength is a cardinal sin for stocks, so with shares sitting at resistance, now's a stellar place to be a seller. While support has been pretty strong along the way down, SIMG's previous penetrations through S1 should be a big red flag that buyers are skittish.

    SIMG is in a textbook downtrend right now. Don't get caught on the wrong side of the trade.

  • [By Anna Prior]

    Silicon Image Inc.(SIMG) cut its revenue outlook for the second quarter amid lower-than-expected shipments to a significant customer and a delay of certain expected royalty revenue. Shares fell 10% to $4.49 in recent premarket trading.

Best Oil Service Stocks For 2014: Solitron Devices Inc (SODI)

Solitron Devices, Inc., incorporated on March 12, 1987, designs, develops, manufactures and markets solid-state semiconductor components and related devices primarily for the military and aerospace markets. The Company manufactures a variety of bipolar and metal oxide semiconductor (MOS) power transistors, power and controls hybrids, junction and power MOS field effect transistors (Power MOSFETS), field effect transistors and other related products. It's products are custom made pursuant to contracts with customers whose end products are sold to the United States government. The Company�� semiconductor products can be classified as active electronic components. The Company�� active electronic components include bipolar transistors and MOS transistors.

The Company�� semiconductor products are used as components of military, commercial, and aerospace electronic equipment, such as ground and airborne radar systems, power distribution systems, missiles, missile control systems, and spacecraft. Its products have been used on the space shuttle and on the spacecraft sent to the moon, to Jupiter (on Galileo) and, to Mars (on Global Surveyor and Mars Sojourner).

Power Transistors

The Company manufactures a variety of power bipolar transistors for applications requiring currents in the range of 0.1 ampere to 300 ampere or voltages in the range of 30 volts to 1000 volts. It also manufactures power diodes under the same military specification. In addition, it manufactures power N-Channel and P-Channel MOSFET transistors and is expanding that line in accordance with customers��requirements.

Hybrids

The Company manufactures thick film hybrids, which generally contain discrete semiconductor chips, integrated circuits, chip capacitors and thick film or thin film resistors. The hybrids are of the high-power type and are custom manufactured for military and aerospace systems. Some of the Company�� hybrids include high power voltage regulators, p! ower amplifiers, power drivers, boosters and controllers. The Company manufactures both standard and custom hybrids.

Voltage Regulators

Voltage regulators provide the power required to activate electronic components such as the integrated circuits. These circuits are found in all electronic devices from radar and missile systems to smart phones.

Field Effect Transistors

The Company manufactures about 30 different types of junction and MOS field effect transistor chips. They are used to produce over 350 different field effect transistor types. The Company�� field effect transistors conform to standard Joint Electronic Device Engineering Council designated transistors, commonly referred to as standard 2N number types. It manufactures both standard and custom field effect transistors.

The Competes with IXYS Corporation, Motorola Inc., International Rectifier, Microsemi Corporation, M.S. Kennedy Corporation, Natel Engineering Company and Sensitron Semiconductor.

Advisors' Opinion:
  • [By Geoff Gannon]

    Solitron (SODI) sells at 74% of NCAV, has decent z- and f-scores, a FCF margin of 5.3% and an ROA of 12%.

    Micropac (MPAD) sells at 83% of NCAV, has similar (slightly better) z- and f-scores, a FCF margin of 6%, but has ROA of 28%.

    ADDvantage (AEY) sells at 95% of NCAV, has similar (in the ballpark) scores and FCF and ROA of 23%.

  • [By Geoff Gannon] strong>OPT-Sciences (OPST)

    Micropac

    Micropac is 76% owned by Heinz-Werner Hempel. He�� a German businessman. You can see the German company he founded here. He�� had control of Micropac for a long-time. I don�� have an exact number in front of me. But I would guess it�� been something like 25 years.

    ADDvantage

    ADDvantage Technologies is controlled by the Chymiak brothers. See the company�� April 4 press release explaining their decision to turn over the CEO position to an outsider. Regardless, the Chymiaks still control 47% of the company. Ken Chymiak is now chairman. And David Chymiak is still a director and now the company�� chief technology officer. Clearly, it�� still their company.

    By the way, the name ADDvantage Technologies has nothing to do with the Chymiaks. Today�� AEY really traces its roots to a private company called Tulsat. The Chymiak brothers acquired that company about 27 years ago. So, effectively, when you buy shares of AEY you are buying into a 27-year-old family-controlled company.

    That�� pretty typical in the world of net-nets.

    Solitron

    Solitron Devices is 29% owned by Shevach Saraf. He has been the CEO for 20 years. The post-bankruptcy Solitron has never known another CEO. Before the bankruptcy, Solitron was a much bigger, much different company. So even though we are not talking about the founder here ��and even though 70% of the company�� shares are not held by the CEO ��we��e still talking about a company where one person has a lot of control. Solitron only has three directors. Saraf is the chairman, CEO, president, CFO and treasurer. Neither of the other two directors joined the board within the last 15 years. So, we aren�� talking about a lot of tumult at the top.

    In fact, profitable net-nets seem to be especially common candidates for abandoning the responsibilities of a public company without actually getting taken private.

    OPT-Sciences

    This

  • [By Geoff Gannon] on the amount of stock you can buy and the position size you like. For me, I try not to start buying a stock that I think will never make up 10% of my portfolio. If you don�� mind having 5% positions in your portfolio, your portfolio can obviously be twice as big as mine and you can still consider buying the same small stocks I do. In terms of specific stocks, it depends on the amount of float and the volume the stock trades in an average month. We are really getting into specifics here. And I may be boring people. But if you�� like to hear more about the minutiae of how you actually buy and sell tiny stocks like these, let me know, and I��l do an article on the subject.

    By the way, there is a hard and fast rule of thumb that it usually makes no sense to invest in a company with a market cap that is smaller than your portfolio. This is true for both fund and individual investors. Funds break it all the time. But, frankly, it is probably a waste of an analyst/fund manager�� time to even analyze such tiny positions relative to the size of the whole portfolio. Since even when we are discussing very small stocks we are still talking about millions and millions of dollars in market cap, this is hardly a concern for most individuals.

    So, for individual investors, actual inability to acquire enough shares of a company to meaningful influence their portfolio is rarely the problem. If you bid for a stock month after month ��you��l get your shares.

    The concern for individual investors is not whether buying enough shares is possible. The concern is how quickly and easily you can buy and sell. This is what we call ��iquidity.��/p>

    Instead of thinking about stocks as liquid or illiquid, you should think in terms of your portfolio and your liquidity needs. It doesn't make much sense to use what I'll call an "objective" (as in stock-oriented) approach to liquidity rather than a "subjective" (as in investor-oriented) approach to liquidity.

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