Tuesday, March 31, 2015

Top Integrated Utility Stocks For 2014

World Fuel Services (INT) may be one of the most underrated companies in the world, as in the last five years it has vastly outperformed Apple (AAPL) while demolishing the S&P 500. During that period of time, the share price of World Fuel Services has grown 230 percent, while Apple's has grown 131 percent. The S&P 500 has grown a paltry 17 percent over the period.

This isn't just an anomaly though, as the company has also outperformed Apple over the last decade as well, growing revenues at a rate of 39.8 percent annually, just beating out Apple's growth rate of 39.2 percent.

It's incredible that this type of performance has flown largely under the radar of investors in general, with few really knowing what it is that the company does and how it has performed.

Best Sliver Companies To Buy Right Now: Cabot Microelectronics Corporation(CCMP)

Cabot Microelectronics Corporation engages in the development, manufacture, and sale of chemical mechanical planarization (CMP) consumables to the semiconductor industry primarily in the United States, Asia, and Europe. CMP is a polishing process used by integrated circuit (IC) device manufacturers to planarize or flatten the multiple layers of material that are deposited upon silicon wafers in the production of advanced ICs. The company offers CMP slurries, which are liquid solutions composed of high-purity deionized water, proprietary chemical additives, and engineered abrasives that chemically and mechanically interact with the surface material of the IC device at an atomic level; and CMP polishing pads that are engineered polymeric materials designed to distribute and transport the slurry to the surface of the wafer and distribute it evenly across the wafer. Its CMP slurries are used for various polishing applications, including materials that conduct electrical signal s, such as tungsten, copper, tantalum, and aluminum; the dielectric insulating materials that separate conductive layers within logic and memory IC devices; and the disk substrates and magnetic heads used in hard disk drives. The company also designs and produces precision polishing and metrology systems to attain shape and surface finish on various optical components, such as mirrors, lenses, and prisms. It serves producers of logic IC devices and memory IC devices, as well as IC foundries. The company was founded in 1999 and is headquartered in Aurora, Illinois.

Advisors' Opinion:
  • [By Nikolaj Gammeltoft]

    Not all of Granville�� best calls were in the distant past. On March 11, 2000, the day after the Nasdaq Composite Index (CCMP) jumped to a record 5048.62, Granville wrote that investors in technology stocks ��ill soon be burned.��The index, heavy on computer-related companies, tumbled about 78 percent before bottoming on Oct. 9, 2002.

  • [By Whitney Kisling]

    That alert proved too optimistic and the exchange pushed back the open another 15 minutes. By 3:25 p.m., Nasdaq stocks started ticking again. With the close about 35 minutes away, both the Nasdaq Composite Index (CCMP) and the Nasdaq 100 Index began to rise.

Top Integrated Utility Stocks For 2014: Compagnie Generale des Etablissements Michelin SCA (ML)

Compagnie Generale des Etablissements Michelin SCA (Michelin SCA) is a France-based company, which is mainly engaged in the manufacture and distribution of tires for a variety of vehicles. In addition, it publishes maps and guides, and offers digital products and services. The Company�� main activity is the production of tires for passenger cars, two-wheeled vehicles, trucks, agricultural equipment and aircraft, among others, which are sold through such distribution divisions as Euromaster in Europe and TCI in the United States. Michelin SCA also offers travel assistance services, including maps and guides, and digital navigation products and services, via ViaMichelin. In addition, the Company produces a number of lifestyle products, such as car and bike accessories, work, sport and leisure gear, and collectibles. The Company is active domestically and abroad. Advisors' Opinion:
  • [By Corinne Gretler]

    Michelin & Cie. (ML) increased 2 percent to 70.55 euros after UBS raised Europe�� largest tiremaker to buy from neutral, citing improved cost positions that enable more competitive pricing and higher profits.

Top Integrated Utility Stocks For 2014: PRGX Global Inc.(PRGX)

PRGX Global, Inc., together with its subsidiaries, provides recovery audit, healthcare claims recovery audit, and analytics and advisory services. The company?s recovery audit services are based on the mining and auditing of clients? purchasing data for overpayments to suppliers; and healthcare claims recovery audit services consist of identification of overpayments and underpayments made to healthcare providers, such as hospitals and physicians? practices. Its analytics and advisory services focuses on client functional and process areas and provides services to senior finance executives to optimize working capital, reduce enterprise costs, transform the finance function, and enhance corporate performance. The company serves retailers, such as discount, department, specialty, grocery, and drug stores; business enterprises, including manufacturers, financial services firms, and pharmaceutical companies; private sector health insurance companies, and state and federal go vernment payers consisting of the centers for Medicare and Medicaid Services; and federal and state government agencies. It has operations in the United States, Canada, rest of Latin America, Europe, Asia, and rest of the Pacific region. The company was formerly known as PRG-Schultz International, Inc. and changed its name to PRGX Global, Inc. in January 2010. PRGX Global, Inc. was founded in 1990 and is based in Atlanta, Georgia.

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 PRGX Global (Nasdaq: PRGX  ) , whose recent revenue and earnings are plotted below.

Top Integrated Utility Stocks For 2014: Enventis Corp (ENVE)

Enventis Corporation, formerly HickoryTech Corporation, is an integrated communications provider. The Company has a five-state fiber network spanning more than 3,250 route miles with facilities-based operations across Minnesota and into Iowa, North Dakota, South Dakota and Wisconsin. Enventis Telecom, Inc. (Enventis) provides business Internet protocol (IP) voice, data and video solutions, Multi-Protocol Label Switching (MPLS) networking, data center and managed hosted services and communication systems. HickoryTech delivers broadband, Internet, digital television (TV), voice and data services to businesses and consumers in southern Minnesota and northwest Iowa. The Company�� operations are conducted through nine subsidiaries. Its Fiber and Data and Equipment Segments subsidiaries include Enventis, Enterprise Integration Services, Inc. (EIS) and IdeaOne. Its Telecom Segment subsidiaries include Mankato Citizens Telephone Company (MCTC), Mid-Communications, Inc. (Mid-Com), Heartland Telecommunications Company of Iowa, Inc. (Heartland), Cable Network, Inc. (CNI), Crystal Communications, Inc. (Crystal) and National Independent Billing, Inc. (NIBI). The Company operates in three segments: Fiber and Data, Equipment and Telecom. The Company formed Enterprise Integration Services, Inc. (EIS) on January 2, 2012. On March 1, 2012, the Company acquired IdeaOne Telecom Group, LLC.

Fiber and Data and Equipment segments portion of its business serves customers across a five-state region with IP-based voice, transport, data and network solutions, managed services, equipment, network integration and support services. Through its regional fiber network, the Company provides wholesale fiber and data services to regional and national service providers, including interexchange and wireless carriers. It also specializes in providing integrated unified communication solutions for businesses, such as enterprise multi-office organizations, small and medium-sized businesses (SMB), primarily in the Upper Midwes! t. Residential customers are not targeted by the Fiber and Data or Equipment Segments. Its Telecom Segment provides residential and business services, including high-speed Internet, broadband services, digital TV and voice services in its legacy telecom markets. Telecom consists of the operation of local telephone companies or incumbent local exchange carriers (ILEC) and the operation of a competitive local exchange carrier (CLEC). All of its telecom operations are operated as one integrated unit. Its ILECs and CLEC are the primary users of the services provided by its subsidiary, National Independent Billing, Inc. (NIBI). NIBI also sells its services externally to other companies in the communications industry.

Fiber and Data and Equipment Segments

The Company, through its two business-to-business segments, Fiber and Data and Equipment, provides integrated data services and fiber based communication solutions, including IP-based voice, data and network solutions to business customers in the Upper Midwest. The product portfolio includes fiber, data and Internet, Voice and Voice over IP (VoIP), Managed and hosted services and data center services. As of December 31, 2011, it owned or had long-term leases to approximately 2,175 fiber route miles of fiber optic cable, including 225 miles acquired with the IdeaOne acquisition and has metro fiber optic rings that directly connect the network with businesses (interexchange carriers, wireless carriers, retail, health care, Government and education customers). Additional local fiber rings connect its network to local telephone central offices along with the Telecom Sector network, which has 1,155 fiber optic miles. It also serves customers through interconnections that are leased from third party service providers.

The Company�� product portfolio includes SingleLink Unified Communications (SingleLink), a hosted or managed IP communications service, which includes local and long distance voice, business IP telephony via ! a hosted ! IP private branch exchange, unified messaging and Internet access. The SingleLink solution is primarily targeted at SMB customers but also has enterprise customer applications. IdeaOne Telecom Group, LLC is a metro fiber network provider in Fargo, North Dakota. IdeaOne provides data networking, Internet, colocation, phone and hosting services to approximately 3,600 customers in the Fargo area. The acquisition added 225 fiber route miles to HickoryTech�� regional network. It has Minnesota offices located in Minneapolis, Duluth and Rochester and operates data centers in Edina, Duluth and Mankato. It also has an office located in the Des Moines, Iowa area. The Equipment segment product portfolio includes equipment solutions, total care support and monitoring and professional services. The Company provides converged IP services that allow all communications (voice, video and data) to use the same IP data infrastructure. Equipment solutions include TelePresence, Unified Communications, Data Center and Virtualization, Professional Services, Total Care and Security.

Telecom

The Telecom Segment provides local telephone service, long distance, calling features, digital subscriber line (DSL), Internet, digital TV, data services and a phone book directory to residents and businesses in its legacy markets. As an auxiliary business, the data processing services of NIBI are also included within this Sector. Telecom includes three ILECs: MCTC, Mid-Com and Heartland. MCTC and Mid-Com provide telephone services in south central Minnesota, specifically the Mankato, Minnesota region, and 11 rural communities surrounding Mankato. Heartland, its third ILEC, provides telephone services for 11 rural communities in northwest Iowa. In total, there are 23 ILEC exchanges within this Segment. Also included is a CLEC, Crystal, which provides services in south central Minnesota and near Des Moines, Iowa. There are eight Minnesota CLEC exchanges and two Iowa CLEC exchanges. NIBI provides data processing an! d related! services for its affiliated companies, as well as for other ILECs, CLECs, interexchange network carriers, wireless companies and cable TV providers throughout the United States and Canada.

The Company owns and operates a 1,075 mile fiber optic network and facilities in Minnesota and Iowa. These facilities are used to transport voice, data and video services between the Company�� exchanges, to connect customers to interexchange carriers and to provide service directly to end users. This network is interconnected with its 2,175 fiber mile network in the Fiber and Data Segment. Its Minnesota ILECs and CLEC are the primary users of these fiber optic cable facilities. The Company provides interexchange telephone access by connecting the communications networks of interexchange carriers and wireless carriers with the equipment and facilities of end users through its switched networks or private lines. As local exchange telephone companies, it provides end office switching and circuits to long distance interexchange carriers. The Company provides access to its network for interexchange carriers to conduct long distance business with individual customers who select a long distance carrier for the origination and termination of calls to all customers.

Advisors' Opinion:
  • [By Anna Prior]

    Consolidated Communications Holdings Inc.(CNSL) has agreed to acquire broadband communications provider Enventis Corp.(ENVE) in an all-stock deal that values Enventis at about $228 million. The deal values Enventis at about $16.50 a share, a 17% premium to Friday’s close.

Top Integrated Utility Stocks For 2014: Gale Pacific Ltd (GAP)

Gale Pacific Limited is an Australia-based company engaged in marketing, sales, manufacture and distribution of screening, shading and home improvement products to global markets.The Company operates in one business segment, being the branded shading, screening and home improvement products. The Company products are sold to consumer and industrial markets including the retail and home furnishing, architectural, construction, and agribusiness markets. The Company manufactures sources and markets advanced durable knitted and woven polymer fabrics and structures made from these fabrics. The Company's retail products are marketed under the Coolaroo brand. The Company's retail product lines include items such as shade fabrics, exterior window furnishings, gazebos, shade sails and a range of pet products. The Company sells its products in Australia, the Unites States, Europe, the Middle East, New Zealand and a number of other export markets. Advisors' Opinion:
  • [By Dimitra DeFotis]

    Some trends and percentages:

    Department store Thanksgiving online sales grew by 60% vs 2012, with mobile sales growing by 44% year over year. Perhaps a boost for clothing purveyors like Gap (GAP), whose shares are up 1% in morning trading : total online sales of apparel on Thanksgiving grew by about 41% vs. 2012, with mobile sales growing by close to 62.4% year over year. Shares of�Macy’s�(M) are flat this morning, while shares of women’s clothing seller Chico�� Fas�(CHS) are down 0.4%. Mobile represented nearly 26

Top Integrated Utility Stocks For 2014: Fomento Economico Mexicano SAB de CV (FOMC)

Fomento Economico Mexicano SAB de CV (FEMSA) is a Mexico-based holding company engaged in the beverages industry. Through its subsidiary Coca-Cola FEMSA SAB de CV, the Company is active in the production and distribution of a variety of non-alcoholic beverages, bottled water and still beverages such brands as Coca-Cola, Fanta, Sprite, Powerade, Delaware Punch and other trademark beverages of The Coca-Cola Company in Mexico. Through FEMSA Comercio SA de CV, it operates the OXXO convenience-store chain in Latin America. The Company operates in a number of Latinamerican countries and in Philippines. Advisors' Opinion:
  • [By CanadianValue]

    Former Philadelphia Fed President Edward Boehne elegantly described the approach at a Federal Open Market Committee (FOMC) meeting in late 1989:

    ��ow, sooner or later, we will have a recession. I don�� think anybody around the table wants a recession or is seeking one, but sooner or later we will have one. If in that recession we took advantage of the anti-inflation (impetus) and we got inflation down from 4 1/2 percent to 3 percent, and then in the next expansion we were able to keep inflation from accelerating, sooner or later there will be another recession out there. And so, if we could bring inflation down from cycle to cycle just as we let it build up from cycle to cycle, that would be considerable progress over what we��e done in other periods in history.��/p>

Sunday, March 29, 2015

Top 5 Insurance Stocks To Buy For 2015

Top 5 Insurance Stocks To Buy For 2015: Reinsurance Group of America Inc (RGA)

Reinsurance Group of America, Incorporated (RGA) is an insurance holding company. RGA is engaged in the reinsurance of individual and group coverages for traditional life and health, longevity, disability income, annuity and critical illness products, and financial reinsurance. During the year ended December 31, 2011, approximately 65.8% of the Companys net premiums were from its operations in North America, represented by its United States and Canada segments. Its subsidiaries include RGA Reinsurance Company (RGA Reinsurance), Reinsurance Company of Missouri, Incorporated (RCM), RGA Reinsurance Company (Barbados) Ltd. (RGA Barbados), RGA Americas Reinsurance Company, Ltd. (RGA Americas), RGA Atlantic Reinsurance Company, Ltd. (RGA Atlantic), RGA Life Reinsurance Company of Canada (RGA Canada), RGA Reinsurance Company of Australia, Limited (RGA Australia) and RGA International Reinsurance Company (RGA International). The Company has five geographic-based operational seg ments: United States, Canada, Europe & South Africa, Asia Pacific and Corporate and Other. On January 1, 2012, it dissolved its United Kingdom reinsurance subsidiary and transferred its business to RGA International, the Companys Ireland-based subsidiary, to better manage capital resources.

As of December 31, 2011, the Company has operation in Australia, Barbados, Bermuda, Peoples Republic of China, France, Germany, Hong Kong, India, Ireland, Italy, Japan, Mexico, the Netherlands, New Zealand, Poland, Singapore, South Africa, South Korea, Spain, Taiwan, the United Arab Emirates and the United Kingdom. The Company provides reinsurance products to the life insurance companies worldwide. The Company obtains its revenues through reinsurance agreements, which cover a portfolio of life and health insurance products, including term life, credit life, universal life, whole life, group life and health, joint and last survivor insurance, critic! al illness, disability income, as well as annuities and financial reinsurance.

United States Operations

During 2011, the United States operations represented 54.4% of the Companys net premiums. The United States operations market traditional life and health reinsurance, reinsurance of asset-intensive products, and financial reinsurance, primarily to the United States life insurance companies. The United States Traditional sub-segment provides life and health reinsurance to domestic clients for a range of products through yearly renewable term agreements, coinsurance, and modified coinsurance. Premiums vary for smokers and non-smokers, males and females, and may include a preferred underwriting class discount. Reinsurance premiums are paid in accordance with the treaty. Automatic reinsurance treaty provides that the ceding company will cede risks to a reinsurer on specified blocks of policies where the underlying policies meet the ceding companys underwriting criter ia. The United States facultative reinsurance operation involves the assessment of the risks inherent in multiple impairments, such as heart disease, high blood pressure, and diabetes; cases involving policy face amounts, and financial risk cases, which include cases involving policies disproportionately in relation to the financial characteristics of the proposed insured. During 2011, approximately 20.4% of the United States gross premiums were written on a facultative basis.

Canada Operations

During 2011, the Canada operations represented 11.4% of the Companys net premiums. During 2011, approximately 85.2% of the recurring new business was written on an automatic basis. The Company operates in Canada through RGA Canada, a wholly owned subsidiary. RGA Canada is a life reinsurer in Canada, based on new individual life insurance production. It assists clients with capital management and mortality and morbidity risk management and is primarily enga ged in traditional individual life reinsu! rance, as! well as creditor, group life and health, critical illness, and longevity reinsurance. Creditor insurance covers the outstanding balance on personal, mortgage or commercial loans in the event of death, disability or critical illness and is shorter in duration than traditional life insurance. Clients include the life insurers in Canada.

Europe & South Africa Operations

During 2011, the Europe & South Africa operations represented 16.3% of the Companys net premiums. This segment serves clients from subsidiaries, licensed branch offices and/or representative offices located in France, Germany, India, Ireland, Italy, Mexico, the Netherlands, Poland, South Africa, Spain, the United Arab Emirates and the United Kingdom. These offices operate primarily through the Companys subsidiaries RGA International and RGA South Africa. The principal types of reinsurance for this segment include life and health p roducts through yearly renewable term and coinsurance agreements, the reinsurance of critical illness coverage, which provides a benefit in the event of the diagnosis of a pre-defined critical illness and the reinsurance of longevity risk related to payout annuities. The reinsurance agreements of critical illness coverage may be either facultative or automatic agreements. Premiums earned from critical illness coverage represented 20.5% of the total net premiums for this segment during 2011. During 2011, the United Kingdom operations generated approximately 62.9% of the segments gross premiums.

Asia Pacific Operations

During 2011, the Asia Pacific operations represented 17.8% of the Companys net premiums. The Company has a presence in the Asia Pacific region with licensed branch offices and/or representative offices in Hong Kong, Japan, South Korea, Taiwan, New Zealand, Labuan (Malaysia) and the Peoples Republic of China. The principal types of reinsurance for this segment include life, critical illness, health, disability income, superannuation, and financial! reinsura! nce. Superannuation is the Australian government mandated compulsory retirement savings program. Superannuation funds accumulate retirement funds for employees, and in addition, offer life and disability insurance coverage. Reinsurance agreements may be either facultative or automatic agreements covering primarily individual risks and, in some markets, group risks. During 2011, the Australian operations generated approximately 52.3% of the total gross premiums for the Asia Pacific operations. The Hong Kong, Labuan, Japan, Taiwan, China and South Korea offices provide full reinsurance services and are supported by the Companys United States and International Division Sydney office.

Corporate and Other

Corporate and Other operations include investment income from invested assets not allocated to support segment operatio ns and undeployed proceeds from the Companys capital raising efforts, in addition to unallocated investment related gains or losses. Corporate expenses consist of the offset to capital charges allocated to the operating segments within the policy acquisition costs and other insurance expenses line item, unallocated overhead and executive costs, and interest expense related to debt. In additionally, Corporate and Other includes results from, among others, RGA Technology Partners, Inc. (RTP), a wholly owned subsidiary that develops and markets technology solutions for the insurance industry and the investment income and expense associated with the Companys collateral finance facilities.

The Company competes with Munich Re, Swiss Re, Hannover Re, SCOR Global Re, Berkshire Hathaway and Generali.

Advisors' Opinion:
  • [By Selena Maranjian]

    The biggest new holdings are Philip Morris International and Reinsurance Group of America (NYSE: RGA  ) . Other new holdings of interest include Radian Group (NYSE: RDN  ) . To say that mortgage insurer Radian had a good past year would be an understatement, as the stock! more tha! n tripled. That's partly due to expectations of a boom in business as the housing market picks up, with tighter lending rules probably leading to greater need for the coverage. The stock recently got an upgrade, with an analyst expecting a possibly bumpy 2013 because of a high level of delinquent loans, but much smoother sailing in following years.

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, life and health reinsurer Reinsurance Group of America (NYSE: RGA  ) has earned a coveted five-star ranking.

  • [By Ben Levisohn]

    Although the next purchase was made to meet ownership guidelines, Reinsurance Group of America (RGA) still makes our cut after its EVP and head of international markets and operations Allan O’Bryant bought 6,500 shares for $423,100. This is his first purchase and InsiderScore notes that he owns over 30,000 in stock appreciation rights and adds, EVPs are expected to own between 5,000-21,000 shares depending on “grade level of position.” O’Bryant is due to receive a base salary of $456,200 this year and is eligible to receive a 2013 bonus between 40% (minimum) and 160% (maximum) of his salary.

  • source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/top-5-insurance-stocks-to-buy-for-2015.html

Friday, March 27, 2015

Top 10 Construction Material Companies To Invest In Right Now

One of the key questions concerning Australia�� future growth is the extent to which China�� once-torrid pace of growth continues to slow. After all, China is Australia�� largest trading partner, absorbing more than a third of the country�� exports.

In 2013, for instance, China accounted for 27.4 percent, or USD141.6 billion, of Australia�� total international trade, swallowing up 35.2 percent, or USD91.6 billion, of the country�� exports.

And while Australia may be comparatively tiny in terms of population, at just 23.5 million people, the country�� resource riches mean that it�� also regarded as an important trading partner from China�� standpoint. In fact, last year Australia ranked sixth among China�� trading partners.

According to the World Bank, Australia�� exports of goods and services accounted for 21 percent of gross domestic product (GDP) in 2012. By comparison, exports only accounted for 14 percent of US GDP that year.

Top 10 Wireless Telecom Companies To Buy Right Now: Ply Gem Holdings Inc (PGEM)

Ply Gem Holdings, Inc. (Ply Gem Holdings), incorporated on January 23, 2004, is a manufacturer of residential exterior building products in North America. The Company operates in two segments: Siding, Fencing, and Stone and Windows and Doors. These two segments produce a product line of vinyl siding, designer accents, cellular polyvinyl chloride (PVC) trim, vinyl fencing, vinyl and composite railing, stone veneer and vinyl windows and doors used in both new construction and home repair and remodeling in the United States and Western Canada. It also manufactures vinyl and aluminum soffit and siding accessories, aluminum trim coil, wood windows, aluminum windows, vinyl and aluminum-clad windows and steel and fiberglass doors, enabling it to bundle complementary and color-matched products and accessories with its core products. The Company�� subsidiaries includes including Ply Gem Industries, MWM Holding, AWC Holding Company, MHE, and Pacific Windows. On July 30, 2012, Ply Gem acquired substantially all of the assets of Greendeck Products, LLC.

Siding, Fencing, and Stone Segment

In the Siding, Fencing, and Stone segment, its principal products include vinyl siding and skirting, vinyl and aluminum soffit, aluminum trim coil, J-channels, wide crown molding, window and door trim, F-channels, H-molds, fascia, undersill trims, outside/inside corner posts, rain removal systems, injection molded designer accents, such as shakes, shingles, scallops, shutters, vents and mounts, vinyl fence, vinyl and composite railing, and stone veneer. It sells its siding and accessories under its Variform, Napco, Mastic Home Exteriors, and Cellwood brand names and under the Georgia-Pacific brand name through a private label program. It also sells its Providence line of vinyl siding and accessories to Lowe�� under its Durabuilt private label brand name. Its vinyl and vinyl-composite fencing and railing products are sold under its Kroy and Kroy Express brand names. Ply Gem Holdings stone veneer produ! cts are sold under its United Stone Veneer brand name.

The Company sells the siding and accessories to specialty distributors (one-step distribution) and to wholesale distributors (two-step distribution). Its specialty distributors sell directly to remodeling contractors and builders. Its wholesale distributors sell to retail home centers and lumberyards who, in turn, sell to remodeling contractors, builders and consumers. In the specialty channel, it has developed a network of approximately 800 independent distributors, serving over 22,000 contractors and builders nationwide.

Windows and Doors Segment

In the Windows and Doors segment, its principal products include vinyl, aluminum, wood and clad-wood windows and patio doors, and steel, wood, and fiberglass entry doors that serve both the new home construction and the repair and remodeling sectors in the United States and Western Canada. Its products in its Windows and Doors segment are sold under the Ply Gem Windows, Great Lakes Mastic by Ply Gem, and Ply Gem Canada brands.

The Company competes with Alsco, Gentek, U.S. Fence, Homeland, Westech, Bufftech, Royal, Azek., Eldorado Stone, Coronado Stone, Jeld-Wen, Simonton, Pella and Andersen, MI Home Products, Atrium, Weathershield, Milgard, Jeld-Wen, Gienow, All Weather and Loewen.

Advisors' Opinion:
  • [By Traders Reserve]

    There hasn�� been a January effect rally in shares of Ply Gem (PGEM). In fact, it has been quite the opposite. Shares are down a whopping 25% during the month. For a stock I rated as on of the Top 10 Sizzling Stocks, such a move is painful, but not disastrous. Sizzling Stocks are meant to be held for the duration of the year and we have 11 months to go. Small-cap stocks like Ply Gem can move sharply one direction or the other.

  • [By Lisa Levin]

    Ply Gem Holdings (NYSE: PGEM) shares reached a new 52-week low of $11.48 after the company reported wider-than-expected Q4 loss and issued a weak Q1 revenue forecast.

Top 10 Construction Material Companies To Invest In Right Now: Texas Industries Inc (TXI)

Texas Industries, Inc., incorporated on April 19, 1951, is a supplier of construction materials in the southwestern United States. The Company operates in three segments: cement, aggregates and consumer products. Its cement segment produces gray portland cement and specialty cements. The Company�� cement production and distribution facilities are concentrated primarily in Texas and California. Its aggregates segment produces natural aggregates, including sand, gravel and crushed limestone. The Company�� consumer products segment produces ready-mix concrete. It is also a supplier of natural aggregates and ready-mix concrete in Texas and northern Louisiana and in Oklahoma and Arkansas. As of May 31, 2013, the Company had 123 manufacturing facilities in five states.

Cement Segment

The Company produces specialty cements, such as masonry and oil well cements. Its cement production facilities are located at Midlothian, Texas, south of Dallas/Fort Worth, Hunter, Texas, between Austin and San Antonio, and Oro Grande, California, near Los Angeles. It also operates a cement terminal and packaging facility at its Crestmore plant near Riverside, California, and the Company operates its gray portland cement grinding facility on an as needed basis. During the fiscal year ended May 31, 2013 (fiscal 2013), it produced approximately 4.3 million tons of finished cement. The Company shipped approximately 4.4 million tons during fiscal 2013, of which 3.8 million tons were shipped to outside trade customers.

Aggregates Segment

The Company�� operations are conducted from facilities primarily serving the Dallas/Fort Worth and Austin areas in Texas; the southern Oklahoma area, and the Alexandria and Monroe areas in Louisiana. The Company produced approximately 14.2 million tons of natural aggregates during fiscal 2013. It shipped approximately 14.8 million tons of natural aggregates during fiscal 2013, of which 11.3 million tons were shipped to outside trade customers! . The Company shipped approximately 1.0 million cubic yards of lightweight aggregates during fiscal 2013, of which approximately 0.9 million cubic yards were shipped to outside trade customers.

Consumer Products Segment

The Company�� ready-mix concrete operations are situated in three areas in Texas (the Dallas/Fort Worth/Denton area of north Texas, the Austin area of central Texas and from Beaumont to Texarkana in east Texas), in north and central Louisiana, and in southwestern Arkansas. It is also a 40% partner in a joint venture that has ready mix concrete operations in the northern part of central Texas area centered around Waco, Texas. It shipped approximately 2.8 million cubic yards of ready-mix concrete during fiscal 2013. The Company manufacture and supply a substantial amount of the cement and aggregates raw materials used by our ready-mix plants. The Company also marketed its Maximizer packaged concrete mixes in southern California.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Texas Industries (NYSE: TXI) was down, falling 4.36 percent to $65.78 after Longbow Research downgraded the stock from buy to neutral.

    Commodities
    In commodity news, oil traded down 1.37 percent to $97.07, while gold traded up 1.73 percent to $1,223.10. Silver traded up 3.69 percent Thursday to $20.09, while copper fell 0.34 percent to $3.39.

  • [By Sean Williams]

    Texas Industries (NYSE: TXI  )
    In spite of the steady rebound in the construction industry, certain companies look predisposed to underperform. Take Texas Industries as a perfect example. It provides heavy construction aggregates to the commercial construction industry while also acting a cement supplier to the consumer segment. Although its orders, and even to some remote extent its pricing power for cement, has improved modestly as the housing sector has rebounded, Texas Industries is still turning only marginal profits. In fact, looking toward next year you'd see a forward P/E approaching 500!

  • [By Holly LaFon]

    Competitively advantaged holdings continued to demonstrate the value of moats at FedEx (FDX), Melco, and Texas Industries (TXI). These holdings were among our largest contributors to performance, and they exemplify activity prevalent across most of our holdings throughout the year.

Top 10 Construction Material Companies To Invest In Right Now: Holcim Ltd (HOLN)

Holcim Ltd (Holcim) is a Switzerland-based holding company that specializes in the manufacture, distribution and marketing of building materials. The Company operates four business segments, including Cement, Aggregates, Other construction materials and services, and Corporate. The Cement segment is engaged in the development of cement and comprises clinker and other cementitious materials, among others. The Aggregates business segment includes crushed stone, gravel and sand. The Other construction materials and services business segment comprises ready-mix concrete, concrete products, asphalt, construction and paving, and trading, among others. Additionally, other construction materials and services segment provides environmental services, including waste management, among others. The Corporate segment is engaged in holding activities and general management. It operates through subsidiaries in Asia Pacific, Latin America, Europe, North America, Africa and Middle East regions. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Holcim Ltd. (HOLN) lost 0.9 percent to 68.15 francs in Zurich. Bank of America Corp.�� Merrill Lynch unit cut its rating on the world�� largest cement maker to underperform, similar to a sell recommendation, from neutral. Merrill Lynch cited the company�� exposure to emerging markets.

Top 10 Construction Material Companies To Invest In Right Now: Boral Ltd (BLD)

Boral Limited (Boral), is engaged in the manufacture and supply of building and construction materials in Australia, the United States and Asia. The Company�� operating segments include Construction Materials & Cement, Building Products, Boral Gypsum, and Boral USA. The Construction Materials & Cement is engaged in quarries, concrete, asphalt, transport, landfill, property, cement and concrete placing. The Building Products segment is engaged in Australian bricks, roof tiles, masonry, timber products and windows. The Boral Gypsum involves Australian and Asian plasterboard. The Boral USA is engaged in Bricks, cultured stone, roof tiles, fly ash, concrete and quarries. Advisors' Opinion:
  • [By Eric Lam]

    Ballard Power (BLD), which designs and manufactures hydrogen fuel cells, slumped 15 percent to C$1.42, the biggest decline since March. The company yesterday said it will sell about 9 million units at $1.40 a unit for proceeds of about $12.6 million. The cash generated will be used to fund working capital, support growth and general corporate purposes, the company said.

Top 10 Construction Material Companies To Invest In Right Now: Eagle Materials Inc (EXP)

Eagle Materials Inc., incorporated on January 27, 1994, manufactures and distributes gypsum wallboard and also manufactures and sells cement. Gypsum wallboard is distributed throughout the United States with particular emphasis in the geographic markets nearest to its production facilities. The Company sells cement in six regional markets, including northern Nevada and California, the greater Chicago area, the Rocky Mountain region, the Central Plains region and Texas. Its gypsum wallboard business is supported by its recycled paperboard business, while its cement business is supported by its concrete and aggregates business. The Company operates in Cement and Concrete and Aggregates, and Gypsum Wallboard and Recycled Paperboard segments. As of March 31, 2013, the Company operated six cement plants (one of which belongs to its joint venture company), five gypsum wallboard plants, one recycled paperboard plant, seventeen concrete batching plants and four aggregates facilities. The Company�� products are used in the construction and renovation of houses, roads, bridges, commercial and industrial buildings and other, newer generation structures like wind farms.

Cement, Concrete and Aggregates Operations

The Company�� cement production facilities are located in or near Buda, Texas; LaSalle, Illinois; Laramie, Wyoming; Sugar Creek, Missouri; Tulsa, Oklahoma and Fernley, Nevada. The Company�� cement subsidiaries are wholly-owned except the Buda, Texas plant, which is owned by Texas Lehigh Cement Company LP, a limited partnership joint venture owned 50% by the Company and 50% by Lehigh Cement Company LLC, a subsidiary of Heidelberg Cement AG. Its LaSalle, Illinois plant operates under the name of Illinois Cement Company; the Laramie, Wyoming plant operates under the name of Mountain Cement Company; the Fernley, Nevada plant operates under the name of Nevada Cement Company and its Sugar Creek, Missouri and Tulsa, Oklahoma plants operate under the name Central Plains Cement Com! pany. The Company produces and distributes ready-mix concrete from Company-owned sites north of Sacramento, California; Austin, Texas and the greater Kansas City area. The Company�� activities in its frac sand business are in the Utica, Illinois area and in south Texas. The Company sells aggregates to building contractors and other customers engaged in a variety of construction activities.

Gypsum Wallboard and Recycled Paperboard Operations

The Company owns five gypsum wallboard manufacturing facilities. As of March 31, 2013, the Company�� gypsum wallboard production totaled 1,950 million square feet. Total gypsum wallboard sales were 1,909 million square feet during the fiscal year ended March 31, 2013 (fiscal 2013). The Company also manufactures alternative products, including containerboard grades (such as linerboard and medium) and lightweight packaging grades (such as bag liner). In addition, recycled industrial paperboard grades (tube/core stock and protective angle board stock) are produced to maximize manufacturing efficiencies. The Company�� manufactured recycled paperboard products are sold to gypsum wallboard manufacturers and other industrial users.

The Company competes with USG Corporation, National Gypsum Company and Koch Industries.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Top decliners in the sector included Newmont Mining (NYSE: NEM), off 6.3 percent, and Eagle Materials (NYSE: EXP), down 4.3 percent.

    Top Headline
    Forest Laboratories (NYSE: FRX) announced its plans to buy Furiex Pharmaceuticals (NASDAQ: FURX) for up to $1.46 billion. Forest will pay around $95 per share, or around $1.1 billion in cash. Forest Labs will also pay up to $30 per share, or around $360 million in a contingent value right. The deal is projected to close in the second or third quarter of 2014.

Top 10 Construction Material Companies To Invest In Right Now: CEMEX SAB de CV (CX)

CEMEX, S.A.B. de C.V. (CEMEX), incorporated on January 20, 1931, is a global cement manufacturer with operations in North America, Europe, South America, Central America, the Caribbean, Africa, the Middle East and Asia. The Company is a holding company engaged through the operating subsidiaries in the production, distribution, marketing and sale of cement, ready-mix concrete, aggregates and clinker. As of December 31, 2009, the Company�� cement production facilities were located in Mexico, the United States, Spain, the United Kingdom, Germany, Poland, Croatia, Latvia, Colombia, Costa Rica, the Dominican Republic, Panama, Nicaragua, Puerto Rico, Egypt, the Philippines and Thailand.

The Company manufactures cement through a closely controlled chemical process, which begins with the mining and crushing of limestone and clay, and, in some instances, other raw materials. The clay and limestone are then pre-homogenized, a process which consists of combining different types of clay and limestone. The mix is typically dried, then fed into a grinder, which grinds the various materials in preparation for the kiln. The raw materials are calcined, or processed, at a very high temperature in a kiln, to produce clinker. Clinker is the intermediate product used in the manufacture of cement.

Ready-mix concrete is a combination of cement, fine and coarse aggregates, admixtures (which control properties of the concrete including plasticity, pumpability, freeze-thaw resistance, strength and setting time), and water. The Company is a supplier of aggregates primarily the crushed stone, sand and gravel, used in virtually all forms of construction.

Mexican Operations

During the year ended December 31, 2009, the Mexican operations represented approximately 21% of the Company�� net sales. CEMEX Mexico is a direct subsidiary of CEMEX and is both a holding company for some of the operating companies in Mexico and an operating company involved in the manufacturing and ma! rketing of cement, plaster, gypsum, groundstone and other construction materials and cement by-products in Mexico. CEMEX Mexico, indirectly, is also the holding company for the international operations. The Company owns Tolteca, Monterrey, Maya, Anahuac, Campana, Gallo, and Centenario brands in Mexico. As of December 31, 2009, the Company owned 100% of CEMEX Mexico.

The Company competes with Holcim Ltd., Sociedad Cooperativa Cruz Azul, Cementos Moctezuma, Grupo Cementos Chihuahua and Lafarge Cementos in Mexico.

U.S. Operations

As of December 31, 2009, the Company�� operations in the United States represented approximately 19% of the Company�� net sales. As of December 31, 2009, the Company held 100% of CEMEX, Inc. As of December 31, 2009, CEMEX had a cement manufacturing capacity of approximately 17.9 million tons per year in the United States operations. As of December 31, 2009, the Company operated 14 cement plants located in Alabama, California, Colorado, Florida, Georgia, Kentucky, Ohio, Pennsylvania, Tennessee and Texas. As of December 31, 2009, it also had 48 rails or water served active cement distribution terminals in the United States. As of December 31, 2009, the Company had 336 ready-mix concrete plants located in the Carolinas, Florida, Georgia, Texas, New Mexico, Nevada, Arizona, California, Oregon and Washington and aggregates facilities in North Carolina, South Carolina, Arizona, California, Florida, Georgia, Kentucky, New Mexico, Nevada, Oregon, Texas, and Washington.

Spanish Operations

As of December 31, 2009, the operations in Spain represented approximately 5% of the Company�� net sales. As of December 31, 2009, the Company held approximately 99.8% of CEMEX Espana, the main operating subsidiary in Spain. The cement activities in Spain are conducted by CEMEX Espana. The ready-mix concrete activities in Spain are conducted by Hormicemex, S.A., a subsidiary of CEMEX Espana, and the aggregates activities in Spain ar! e conduct! ed by Aricemex S.A., also a subsidiary of CEMEX Espana.

U.K. Operations

As of December 31, 2009, the Company�� operations in the United Kingdom represented approximately 8% of the Company�� net sales. As of December 31, 2009, it held 100% of CEMEX Investments Limited, the holding subsidiary in the United Kingdom. The Company is a provider of building materials in the United Kingdom with vertically integrated cement, ready-mix concrete, aggregates and asphalt operations. It is also a provider of concrete and precast materials solutions, such as concrete blocks, concrete block paving, roof tiles, flooring systems and sleepers for rail infrastructure.

The Company competes with Lafarge, Heidelberg, Tarmac, and Aggregate Industries in the United Kingdom.

German Operations

As of December 31, 2009, the operations in the Rest of Europe consisted of the operations in Germany, France, Ireland, Poland, Croatia, the Czech Republic, Latvia, Austria and Hungary, as well as the other European assets. The Company is a provider of building materials in Germany, with vertically integrated cement, ready-mix concrete, aggregates and concrete products operations (consisting mainly of prefabricated concrete ceilings and walls). It maintains a network for ready-mix concrete and aggregates in Germany. As of December 31, 2009, the Company held 100% of CEMEX Deutschland AG, the holding subsidiary in Germany.

The Company competes with Heidelberg, Dyckerhoff, Lafarge, Holcim and Schwenk in Germany.

French Operations

As of December 31, 2009, the Company held 100% of CEMEX France Gestion (S.A.S.), the holding subsidiary in France. It is a ready-mix concrete producer and aggregate producer in France. As of December 31, 2009, the Company operated 239 ready-mix concrete plants in France, one maritime cement terminal located in LeHavre, on the northern coast of France, 20 land distribution centers and 42 aggregates quarries.

The Company competes with Lafarge, Holcim, Italcementi, Vicat, Lafarge, Italcementi, Colas (Bouygues) and Eurovia (Vinci) in France.

Irish Operations

As of December 31, 2009, the Company held approximately 61.2% of Readymix Plc, the operating subsidiary in the Republic of Ireland. The operations in Ireland produce and supply sand, stone and gravel, as well as ready-mix concrete, mortar and concrete blocks. As of December 31, 2009, we operated 43 ready-mix concrete plants, 27 aggregates quarries and 15 block plants located in the Republic of Ireland, Northern Ireland and the Isle of Man. The Company imports and distributes cement in the Isle of Man.

The Company competes with CRH, the Lagan Group and Kilsaran in the Republic of Ireland.

Polish Operations

As of December 31, 2009, the Company held 100% of CEMEX Polska Sp. z.o.o. (CEMEX Polska), the holding subsidiary in Poland. It is a provider of building materials in Poland serving the cement, ready-mix concrete and aggregates markets. As of December 31, 2009, CEMEX operated two cement plants and one grinding mill in Poland, with a total installed cement capacity of three million tons per year. As of December 31, 2009, the Company also operated 39 ready-mix concrete plants and nine aggregates quarries in Poland. As of December 31, 2009, the Company also operated 10 land distribution centers and two maritime terminals in Poland.

The Company competes with Heidelberg, Lafarge, CRH and Dyckerhoff in Poland.

Southeast European Operations

As of December 31, 2009, the Company held 100% of CEMEX Hrvatska d.d. (Hrvatska), the operating subsidiary in Croatia. As of December 31, 2009, it operated three cement plants in Croatia, with an installed capacity of 2.4 million tons per year. As of December 31, 2009, the Company also operated ten land distribution centers, three maritime cement terminals, eight ready-mix concrete facilities and one aggregates quarry! in Croat! ia, Bosnia and Herzegovina, Slovenia, Serbia and Montenegro.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.

Top 10 Construction Material Companies To Invest In Right Now: Societe Libanaise des Ciments Blancs SAL (CBN)

Societe Libanaise des Ciments Blancs SAL is a Lebanon-based joint stock company that operates in the construction materials industry sector. The Company is engaged in the production and sale of white cement. The Company is a 65.99% owned by Holcim (Liban) SAL. Advisors' Opinion:
  • [By CanadianValue]

    Nigeria�� reformed banking system has provided many foreigners with an attractive means to invest in the fast-growing domestic economy. The banking industry is important, not only because of the rise of microfinance, but because of the move by banks into consumer banking. Until recently, banks were mainly financing large businesses or the government through bond purchases. Following a banking crisis in 2008, the Central Bank of Nigeria (CBN) conducted an audit of the commercial banking sector. All banks that failed the audit had their CEOs replaced. The state-owned Asset Management Corporation (AMCON) was created to purchase non-performing loans and recapitalize the unhealthy banks. A recent review of the country�� banks by the IMF showed a dramatic increase in profits for the industry in 2012, while the capital adequacy ratio was above the minimum requirement of 10% and non-performing loans were below the mandated threshold of 5%5.

Thursday, March 26, 2015

Top 5 Life Sciences Stocks To Own Right Now

U.S. stock markets closed a short while ago, with the Dow Jones Industrial Index up a fraction of a percent at 18,030.21, after hitting a lifetime high earlier of 18,086.24.

The Nasdaq Composite closed up 0.2% at 4,773.47, while the S&P 500 was off 29 cents at 2,081.88.

Gainers today included�biotech�Celgene�(CELG), bouncing back from yesterday’s broad sell-off in the group. Another top gainer in life sciences was�AbbVie (ABBV), the Hep-C drug maker that Monday inked a deal with pharmacy manager�Express Scripts�(ESRX). It rose $1.86, or 3%, to close at $66.21, the third biggest gain.

Second in line after Celgene was miner�Newmont Mining�(NEM), rising 53 cents, or 3%, to close at $18.57.

Among losers,�GameStop (GME) took the top slot, falling $1.24, or 3.6%, to close at $33.39, while oil and gas driller Noble (NE), declined 56 cents, or 3.2%, to $17.05, after S&P yesterday downgraded the company’s long-term credit rating to “BBB” from “BB+,” warning that commodity prices look to deteriorate further.

10 Best Railroad Stocks To Invest In Right Now: Audiovox Corporation(VOXX)

VOXX International Corporation provides automotive and consumer electronic products, and accessories in the United States and internationally. The company?s products include mobile multimedia systems; auto sound systems comprising satellite radio, vehicle security, and remote start systems; portable DVD players; and personal and vehicle tracking devices. It also offers consumer electronics products, such as personal sound amplifiers, MP3 players, digital camcorders, docking stations, digital voice recorders, clock radios, digital picture frames, and home stereos; consumer electronics accessories comprising digital antennas, remote controls, wireless solutions, headphones, HDMI cables, power solutions, and media cleaning and care; and car audio and video products. In addition, the company provides audio products consisting of home theater systems; indoor and outdoor speaker lines; surround sound systems; sub woofers; professional installation products, such as cinema speake rs; and personal audio products, which include iPod docking stations and computer speakers. It markets its products under the Klipsch, RCA, Invision, Jensen, Audiovox, Terk, Acoustic Research, Advent, Code Alarm, CarLink, Omega, Excalibur, Prestige, SURFACE, Jamo, Energy, Mirage, Mac Audio, Magnat, Heco, Schwaiger, Oehlbach, and Incaar brands through a network of power retailers, mass merchandisers, hardware and independent retailers, 12-volt specialists, military exchanges, and automotive manufacturers, as well as through Internet. The company was formerly known as Audiovox Corporation and changed its name to VOXX International Corporation in December, 2011. VOXX International Corporation was founded in 1965 and is headquartered in Hauppauge, New York.

Advisors' Opinion:
  • [By Seth Jayson]

    VOXX International (Nasdaq: VOXX  ) is expected to report Q1 earnings on July 10. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict VOXX International's revenues will shrink -2.4% and EPS will decrease -69.2%.

  • [By Seth Jayson]

    VOXX International (Nasdaq: VOXX  ) reported earnings on May 14. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended Feb. 28 (Q4), VOXX International beat slightly on revenues and beat expectations on earnings per share.

  • [By Monica Gerson]

    VOXX International (NASDAQ: VOXX) is projected to post its Q2 earnings at $0.09 per share on revenue of $186.73 million.

    RPM International (NYSE: RPM) is expected to report its Q1 earnings at $0.71 per share on revenue of $1.13 billion.

  • [By Peter Graham]

    The Q1 2015 earnings report for automotive, audio and consumer accessory distributor VOXX International Corp (NASDAQ: VOXX), a potential peer or performance benchmark of Harman International Industries Inc (NYSE: HAR), Skullcandy Inc (NASDAQ: SKUL) and Turtle Beach Corp (NASDAQ: HEAR), is due out after the market closes on Thursday. Aside from the VOXX International Corp earnings report, it should be said that Harman International Industries Inc reported Q3 2014 earnings on May 1st (they beat expectations�and raised their forecast on strong European automotive demand) and will report Q4 2014 earnings on August 7th; Skullcandy Inc reported Q1 2014 earnings on May 1st and will report Q2 2014 near the end of this month; and Turtle Beach Corp reported Q1 2014 earnings on May 12th. However, VOXX International Corp�� last earnings report was a train wreck that led to several analyst downgrades.

Top 5 Life Sciences Stocks To Own Right Now: iShares Mortgage Real Estate Capped ETF (REM)

iShares FTSE NAREIT Mortgage REITs Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the FTSE NAREIT Mortgage REITs Index (the Index). The Index measures the performance of the residential and commercial mortgage real estate sector of the United States equity market.

The Fund will concentrate its investments in a particular industry or group of industries to approximately the same extent as the Index is so concentrated. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Peter F. Way]

    An ETF of the mREITs exists, the iShares Mortgage Real Estate Capped (REM). For comparison, its past two-year price history is contrasted with the general market (SPY) and another income alternative the iShares US Preferred Stock ETF (PFF).

Top 5 Life Sciences Stocks To Own Right Now: Mizuho Financial Group Inc. (MFG)

Mizuho Financial Group, Inc., through its subsidiaries, provides various banking and financial services in Japan and internationally. The company offers retail banking services, including housing and personal loans, credit cards, deposits, investment products, and consulting services; and corporate banking services comprising loans, syndicated loan arrangements, structured finance, advisory services, and capital markets financing services. It also provides derivatives and other risk hedging products; and securities services to individuals and corporate customers, as well as engages in the proprietary trading, such as foreign exchange and bond trading, and asset and liability management. In addition, the company offers wholesale securities and investment banking services, such as underwriting and trading of bonds and equities, advisory services, and structured finance. Further, it provides products and services related to trust, real estate, securitization and structured fi nance, pension and asset management, stock transfers, private banking, and trust and custody. Additionally, it offers non-banking services, including research and consulting services; information technology-related services; and advisory services to financial institutions. The company serves large corporations, financial institutions, public sector entities, foreign corporations, foreign governmental entities, individuals, small and medium sized enterprises, middle-market corporations, local governmental entities, and other public sector entities. It serves individual customers through its branch and automated teller machine network, as well as through telephone and Internet banking. As of March 31, 2010, the company had 431 branches in Japan. The company was founded in 2003 and is headquartered in Tokyo, Japan.

Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Japanese stocks slipped early Monday, with the Nikkei Stock Average (JP:NIK) down 0.1% at 14,298.17, and the Topix dropping 0.4%. Singapore-traded lead futures for the Nikkei Average had suggested a 0.8% gain for the index, but the indicator fell after the Cabinet Office reported fourth-quarter economic growth of 0.3%, flat from the previous quarter and below expectations in separate Reuters and Wall Street Journal/Nikkei surveys. The disappointing economic data also pushed the yen higher, weighing on some exporters, with Panasonic Corp. (JP:6752) (PCRFF) down 1.8%, NEC Corp. (JP:6701) (NIPNF) off 1.3%, and Sony Corp. (JP:6758) (SNE) down 0.7% after S&P downgraded the firm's credit rating to BBB- from BBB with a negative outlook. Shares of Internet retailer Rakuten Inc. (JP:4755) (RKUNF) dropped 12% after announcing plans to buy online messaging and telecom firm Viber Media Inc. for $900 million as well as posting below-consensus full-year profit. Banks were broadly lower, with Mizuho Financial Group Inc. (JP:8411) (MFG) off 1% and Sumitomo Mitsui Financial Group Inc. (JP:8316) (SMFG) off 1.1%, though Daiwa Securities Group Inc. (JP:8601)

  • [By Daniel Inman]

    Also in Japan, Mizuho Financial Group (JP:8411) � (MFG) �rose 0.5%, underperforming the broader market, after weekend media reports said that its Mizuho Bank unit will reprimand 54 current and former staff for failing to take responsibility for loans to borrowers associated with organized crime.

Top 5 Life Sciences Stocks To Own Right Now: Assa Abloy AB (ASAZY.PK)

Assa Abloy AB is a Sweden-based company engaged in the secure door opening solutions. It is organized into five divisions: Europe, Middle East and Africa (EMEA), North and South America (Americas), Asia, Australia and New Zealand (Asia Pacific), Global Technologies and Entrance Systems. The EMEA, Americas and Asia Pacific divisions manufacture mechanical and electromechanical locks, security doors and hardware in their respective geographical markets. The Global Technologies division operates in the product areas of access control systems, secure card issuance, identification technology and hotel locks. The Entrance Systems division is a supplier of entrance automation products and services. The Company�� subsidiaries include ASSA Sverige AB, Timelox AB and ABLOY Holdings Ltd., among others. In November 2013, it acquired Ameristar Fence Products Inc, a manufacturer of ornamental fences and gates. In January 2014, it acquired IdenTrust. In February 2014, it acquired Lumidigm. Advisors' Opinion:
  • [By Weighing Machine]

    Domiciled in Sweden, Assa Abloy (ASAZY.PK) is the largest lock maker in the world with a global market share of nearly 12%. While the construction market has been difficult since the financial crisis, Assa has continued to increase revenue and operating profit every year since 2010 and is on track to do so again in 2013. While commercial construction has been subdued, the aftermarket (which represents ~70% of the total lock market) is driven by changes in tenancy, renovation, and extensions have not been very cyclical and provides the company with a steady stream of profits. Assa has been cobbled together through 150+ acquisitions since the early 1990s and while management has done a good job of rationalizing facilities, there remain opportunities to increase manufacturing efficiencies. Similarly, the company's back office is still running dozens of IT systems (as a result of acquisitions) but management plans to consolidate these over the next few years. Further, Assa remains an active consolidator of the locks industry - it should be able to add 5% per year to sales via acquisitions (as an aside, those interested in micro-caps should have a look at Securidev in France which trades at less than half the private market value Assa has paid for lock makers on average over the past decade). Having the highest margins in the industry, Assa is able to achieve significant synergies on acquired businesses and earn good returns on capital for its shareholders through M&A. Thus even in a difficult economy, we expect Assa will continue to grow its operating profit given its steady after market revenue, opportunity to improve results through cost cutting, and through value accretive M&A. While its shares are not cheap, at 19x earnings, shares could offer investors with a five year holding period and an 8-10% annualized return.

Wednesday, March 25, 2015

Top 10 Transportation Stocks To Own Right Now

After Japan�� economy grew by 5.9 percent in the first quarter, its fastest growth in three years, it is little surprise that the Bank of Japan (BOJ) decided to stand pat on its monetary policy at its most recent meeting. While April�� increase in the country�� sales tax from 5 percent to 8 percent initially appears to have dented consumer demand somewhat, most of the other economic indicators in the country appear positive.

Capital expenditures by Japanese business rose by the most ever in March, helped along by a weakened yen which boosted exports. Japan�� trade deficit shrunk in April as the sales tax increase reduced demand for imports, which rose just 3.4 percent in the month to JPY6.88 trillion. Meanwhile, exports rose by 5.1 percent to JPY6.07 trillion, largely thanks to improved demand for Japanese machinery and transportation equipment. While the US remained Japan�� largest trading partner, exports to China rose nearly 10 percent.

Top 10 US Companies For 2015: Canadian Pacific Railway Limited(CP)

Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Caroline Chen]

    CEOs were replaced at Canadian Pacific Railway Ltd. (CP) and Procter & Gamble Co. (PG) after activist investor Bill Ackman pushed for shakeups. Greg Taxin�� Clinton Group Inc. prompted management changes at Nutrisystem Inc. (NTRI) and Wet Seal Inc. (WTSL) in the past year.

  • [By Dan Caplinger]

    Earlier this week, CSX (NYSE: CSX  ) saw its stock soar by 10% as news emerged that North American peer Canadian Pacific (NYSE: CP  ) had reportedly approached CSX with a possible merger deal. Yet even as investors speculated about the possible implications of a merger on the short-term value of their holdings, CSX's earnings the following afternoon gave the railroad's shareholders plenty of reasons not to want to give Canadian Pacific the chance to buy them out at what could prove to have been a bargain price.

  • [By Holly LaFon]

    Another area that is intriguing to us is the North American energy sector which looks to have a number of interesting catalysts currently. While the energy sector is at present only a modest overweight in the portfolios, we have been encouraged by several trends taking place for a number of years. These positive developments are also having an impact that goes far beyond the energy sector itself. Many believe that the U.S. will become energy independent and possibly a net exporter of natural gas and oil (currently restricted by law) in the next decade. This opinion is based primarily on the development of new drilling techniques (i.e. horizontal drilling, and high pressure fracking) that have enabled companies to access oil and natural gas reserves in shale formations that were previously not economically viable. The ability to tap into this acreage is a game-changer in our view and is already having a tremendous impact on the economy. Employment rates in these mostly rural areas surrounding the shale basins are very high and companies thus find hiring extremely competitive. Strong labor markets tend to create strong local economies. Oil States International (OIS) has been able to capitalize on this trend by providing housing and other services to oil service workers that are in demand in the area. CST Brands (CST) operates gas stations in Texas, but it is increasingly looking to broaden its product offering beyond fuel. Rail companies like Union Pacific (UNP), Canadian Pacific (CP), Kansas City Southern (KSU) and Genesee and Wyoming (GWR) have also benefited substantially. Given that shale areas are rural and often lacking infrastructure, substantial investment must be made to support drilling and production activities. Without pipelines in place, railroads have been the primary takeaway mechanism for moving production to the various clusters of refining capacity around the United States. In order to serve this demand, massive investment in railcars has been nee

Top 10 Transportation Stocks To Own Right Now: Access Midstream Partners LP (ACMP)

Access Midstream Partners, L.P., formerly Chesapeake Midstream Partners, L.L.C. (Partnership), incorporated on January 21, 2010, owns, operates, develops and acquires natural gas, natural gas liquids (NGLs) and oil gathering systems and other midstream energy assets. The Company is focused on natural gas and NGL gathering. The Company provides its midstream services to Chesapeake Energy Corporation (Chesapeake), Total E&P USA, Inc. (Total), Mitsui & Co. (Mitsui), Anadarko Petroleum Corporation (Anadarko), Statoil ASA (Statoil) and other producers under long-term, fixed-fee contracts. On December 20, 2012, the Company acquired from Chesapeake Midstream Development, L.P. (CMD), a wholly owned subsidiary of Chesapeake, and certain of CMD's affiliates, 100% of interests in Chesapeake Midstream Operating, L.L.C. (CMO). As a result of the CMO Acquisition, the Partnership owns certain midstream assets in the Eagle Ford, Utica and Niobrara regions. The CMO Acquisition also extended the Company's assets and operations in the Haynesville, Marcellus and Mid-Continent regions.

The Company operates assets in Barnett Shale region in north-central Texas; Eagle Ford Shale region in South Texas; Haynesville Shale region in northwest Louisiana; Marcellus Shale region in Pennsylvania and West Virginia; Niobrara Shale region in eastern Wyoming; Utica Shale region in eastern Ohio, and Mid-Continent region, which includes the Anadarko, Arkoma, Delaware and Permian Basins. The Company's gathering systems collect natural gas and NGLs from unconventional plays. The Company generates its revenues through long-term, fixed-fee gas gathering, treating and compression contracts and through processing contracts.

Barnett Shale Region

The Company's gathering systems in its Barnett Shale region are located in Tarrant, Johnson and Dallas counties in Texas in the Core and Tier 1 areas of the Barnett Shale and consist of 25 interconnected gathering systems and 850 miles of pipeline. During the year! ended December 31, 2012, average throughput on the Company's Barnett Shale gathering system was 1.195 billion cubic feet per day. The Company connects its gathering systems to receipt points that are either at the individual wellhead or at central receipts points into which production from multiple wells are gathered. The Company's Barnett Shale gathering system is connected to the three downstream transportation pipelines: Atmos Pipeline Texas, Energy Transfer Pipeline Texas and Enterprise Texas Pipeline. Natural gas delivered into Atmos Pipeline Texas pipeline system serves the greater Dallas/Fort Worth metropolitan area and south, east and west Texas markets at the Katy, Carthage and Waha hubs. Natural gas delivered into Energy Transfer Pipeline Texas pipeline system serves the greater Dallas/Fort Worth metropolitan area and southeastern and northeastern the United States markets supplied by the Midcontinent Express Pipeline, Centerpoint CP Expansion Pipeline and Gulf South 42-inch Expansion Pipeline. Natural gas delivered into Enterprise Texas Pipeline pipeline system serves the greater Dallas/Fort Worth metropolitan area and southeastern and northeastern the United States markets supplied by the Gulf Crossing Pipeline.

Eagle Ford Shale Region

The Company's gathering systems in its Eagle Ford Shale region are located in Dimmit, La Salle, Frio, Zavala, McMullen and Webb counties in Texas and consist of 10 gathering systems and 618 miles of pipeline. During 2012, gross throughput for these assets was 0.169 billion cubic feet per day. The Company connects its gathering systems to central receipt points into which production from multiple wells is gathered. The Company's Eagle Ford gathering systems are connected to six downstream transportation pipelines, which include Enterprise, Camino Real, West Texas Gas, Regency Gas Service, Eagle Ford Gathering and Enerfin. The Company processes gas at Yoakum or other Enterprise plants and transports residue to Wharton residue header w! ith conne! ctions to numerous interstate pipelines.

Haynesville Shale Region

The Company's Springridge gas gathering system in the Haynesville Shale region is located in Caddo and DeSoto Parishes, Louisiana, in one of the core areas of the Haynesville Shale and consists of 263 miles of pipeline. During 2012, average throughput on the Company's Springridge gathering system was 0.359 billion cubic feet per day. The Company connects its gathering system to receipt points that are at central receipt points into which production from multiple wells is gathered. The Company's Springridge gathering system is connected to three downstream transportation pipelines: Centerpoint Energy Gas Transmission, ETC Tiger Pipeline and Texas Gas Transmission Pipeline. The Company's Mansfield gas gathering system in the Haynesville Shale region is located in DeSoto and Sabine Parishes, Louisiana, in one of the areas of the Haynesville Shale and, as of December 31, 2012, consist of 304 miles of pipeline. During 2012, average throughput on the Company's Mansfield gathering system was 0.720 billion cubic feet per day. The Company connects its gathering system to receipt points that are at central receipt points into which production from multiple wells is gathered and treated. The Company's Mansfield gathering system is connected to two downstream transportation pipelines: Enterprise Accadian Pipeline and Gulf South Pipeline. Natural gas delivered into Enterprise Accadian pipeline can move to on-system markets in the Midwest and to off-system markets in the Northeast through interconnections with third-party pipelines. Natural gas delivered into Gulf South pipeline can move to on-system markets in the Midwest and to off-system markets in the Northeast through interconnections with third-party pipelines.

Marcellus Shale Region

Through Appalachia Midstream, the Company operates 100% of and own an approximate average 47% interests in 10 gas gathering systems that consist of approximately 5! 49 miles ! of gathering pipeline in the Marcellus Shale region. The Company's volumes in the region are gathered from northern Pennsylvania, southwestern Pennsylvania and the northwestern panhandle of West Virginia, in core areas of the Marcellus Shale. The Company operates these smaller systems in northeast and central West Virginia, southeast Pennsylvania, northwest Maryland, north central Virginia, and south central New York. During 2012, gross throughput for Appalachia Midstream assets was just over 1.8 billion cubic feet per day. The Company's Marcellus gathering systems' delivery points include Caiman Energy, Central New York Oil & Gas, Columbia Gas Transmission, MarkWest, NiSource Midstream, PVR and Tennessee Gas Pipeline. Natural gas is delivered into a 16-inch pipeline and delivered to the Caiman Energy Fort Beeler processing plant where the liquids are extracted from the gas stream. The natural gas is then delivered into the TETCo interstate pipeline for ultimate delivery to the Northeast region of the United States. Natural gas delivered into Central New York Oil & Gas 30-inch diameter pipeline can be delivered to Stagecoach Storage, Millennium Pipeline, or Tennessee Gas Pipeline's Line 300. In Columbia Gas Transmission lean natural gas is delivered into two 36-inch interstate pipelines for delivery to the Mid-Atlantic and Northeast regions of the United States. Natural gas is delivered into a MarkWest pipeline for delivery to the MarkWest Houston processing plant where the liquids are extracted from the gas stream. In NiSource Midstream natural gas is delivered into a 20-inch diameter pipeline and delivered to the MarkWest Majorsville processing plant where the liquids are extracted from the rich gas stream. In PVR natural gas is delivered into the 24-inch diameter Wyoming pipeline and the Hirkey Compressor Station. In Tennessee Gas Pipeline natural gas is delivered into this looped 30-inch diameter pipeline (TGP Line 300) at three different locations can be received in the Northeast at points along th! e 300 Lin! e path, interconnections with other pipelines in northern New Jersey, as well as an existing delivery point in White Plains, New York.

Niobrara Shale Region

The Company's gathering systems in the Niobrara Shale region are located in Converse County, Wyoming and consist of two interconnected gathering systems and 79 miles of pipeline. During 2012, average throughput in the Company's Niobrara Shale region was 0.013 billion cubic feet per day. The Company connects its gathering systems to receipt points,which are either at the individual wellhead or at central receipts points into which production from multiple wells are gathered. The Company's Niobrara gathering systems are connected to two downstream transportation pipelines: Tallgrass/Douglas Pipeline and North Finn/DCP Inlet Pipeline. Natural gas delivered into Tallgrass/Douglas pipeline is sent to the Tallgrass processing facility; after processing, natural gas is delivered to Cheyenne Hub, Rockies Express Pipeline, or Trailblazer Pipeline through Tallgrass Interstate Gas Transmission.

Utica Shale Region

The Company's gathering systems in the Utica Shale region are located in northeast Ohio and consist of 67 miles of pipeline. The Company's Utica gathering systems are connected to two downstream transportation pipelines: Dominion East Ohio (Blue Racer) and Dominion Transmission, Inc.

Mid-Continent Region

The Company's Mid-Continent gathering systems extend across portions of Oklahoma, Texas, Arkansas and Kansas. Included in the Company's Mid-Continent region are three treating facilities located in Beckham and Grady Counties, Oklahoma, and Reeves County, Texas, which are designed to remove contaminants from the natural gas stream.

Anadarko Basin and Northwest Oklahoma

The Company's assets within the Anadarko Basin and Northwest Oklahoma are located in northwestern Oklahoma and the northeastern portion of the Texas Panhandle and consist of appro! ximately ! 1,578 miles of pipeline. During 2012, the Company's Anadarko Basin and Northwest Oklahoma region gathering systems had an average throughput of 0.457 billion cubic feet per day. Within the Anadarko Basin and Northwest Oklahoma, the Company is focused on servicing Chesapeake's production from the Colony Granite Wash, Texas Panhandle Granite Wash and Mississippi Lime plays. Natural gas production from these areas of the Anadarko Basin and Northwest Oklahoma contains NGLs. In addition, the Company operates an amine treater with sulfur removal capabilities at its Mayfield facility in Beckham County, Oklahoma. The Company's Mayfield gathering and treating system gathers Deep Springer natural gas production and treats the natural gas to remove carbon dioxide and hydrogen sulfide to meet the specifications of downstream transportation pipelines.

The Company's Anadarko Basin and Northwest Oklahoma systems are connected to a transportation pipelines transporting natural gas out of the region, including pipelines owned by Enbridge and Atlas Pipelines, as well as local market pipelines such as those owned by Enogex. These pipelines provide access to Midwest and northeastern the United States markets, as well as intrastate markets.

Permian Basin

The Company's Permian Basin assets are located in west Texas and consist of approximately 358 miles of pipeline across the Permian and Delaware basins. During 2012, average throughput on the Company's gathering systems was 0.076 billion cubic feet per day. The Company's Permian Basin gathering systems are connected to pipelines in the area owned by Southern Union, Enterprise, West Texas Gas, CDP Midstream and Regency. Natural gas delivered into these transportation pipelines is re-delivered into the Waha hub and El Paso Gas Transmission. The Waha hub serves the Texas intrastate electric power plants and heating market, as well as the Houston Ship Channel chemical and refining markets. El Paso Gas Transmission serves western the United ! States ma! rkets.

Other Mid-Continent Regions

The Company's other Mid-Continent region assets consist of systems in the Ardmore Basin in Oklahoma, the Arkoma Basin in eastern Oklahoma and western Arkansas and the East Texas and Gulf Coast regions of Texas. The other Mid-Continent assets include approximately 648 miles of pipeline. These gathering systems are localized systems gathering specific production for re-delivery into established pipeline markets. During 2012, average throughput on these gathering systems was 0.031 billion cubic feet per day.

The Company competes with Energy Transfer Partners, Crosstex Energy, Crestwood Midstream Partners, Freedom Pipeline, Peregrine Pipeline, XTO Energy, EOG Resources, DFW Mid-Stream, Enbridge Energy Partners, DCP Midstream, Enterprise Products Partners Inc., Regency Energy Partners, Texstar Midstream Operating, West Texas Gas Inc., TGGT Holdings, Kinderhawk Field Services, CenterPoint Field Services, Williams Partners, Penn Virginia Resource Partners, Caiman Energy, MarkWest Energy Partners, Kinder Morgan, Dominion Transmission (Blue Racer), Enogex and Atlas Pipeline Partners.

Advisors' Opinion:
  • [By Robert Rapier]

    That�� the neat trick�Williams�(NYSE: WMB) pulled off today in converting its equity investment in�Access Midstream Partners�(NYSE: ACMP) into full control that will allow it to use ACMP�� surplus �cash flow to offset the deficit at its fully sponsored�Williams Partners�(NYSE: WPZ) MLP, which is to be folded into Access. Williams shareholders get stepped up dividend growth and strategic control of valuable assets.

  • [By Adam Galas]

    After Williams Companies changed the terms of its merger between Williams Partners and Access Midstream Partners (NYSE: ACMP  ) , I recommended that income investors consider both Williams Companies and Access Midstream for their diversified high-yield portfolios, especially since share prices have slumped thanks to oil prices' worst collapse since the financial crisis.�

  • [By Adam Galas]

    Even Access Midstream Partners (NYSE: ACMP  ) , the fast-growing MLP whose remaining general partner rights Williams Companies recently purchased for $6 billion, reported earnings of $0.22, falling 33% short of Wall Street expectations.

  • [By Aaron Levitt]

    While you can debate whether beaten-down natural gas producer Chesapeake (CHK) is a buy or just junk, its former MLP subsidiary Access Midstream Partners (ACMP) is very much in the ��uy, buy, buy!��camp.

Top 10 Transportation Stocks To Own Right Now: Bollore SA (BOL)

Bollore SA is a France-based holding company which operates in 110 countries. The Company is active in several divisions: Bollore Africa Logistics, including freight forwarding, stevedoring, shipping lines and railways; Bollore Logistics with a presence in five continents; Bollore Energie which supplies domestic fuel and petroleum products; IER which designs, manufacture and markets terminals for controlling and reading tickets; Plastic Films for condensers, capacitors and packaging; Batteries and Supercapacitors, Electric Vehicles; Autolib��which offers a network of electric car rental; Communication and Media, which launched Digital Terrestial Television (DTT); Plantations because the Company owns oil palm and rubber plantations, through the Socfin Group and Financial Assets. As of September 27, 2012, the Company acquired minority stake in Vivendi SA and sold Direct 8 and Direct Star to Canal Plus SA. In January 2014, it acquired the outstanding 51% stake of LCN. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Rio Tinto Group climbed 2.9 percent after saying it will cost $3 billion less than projected to increase iron ore output capacity. Boliden AB (BOL) added 3.1 percent as Morgan Stanley raised its rating on the stock. Thomas Cook Group Plc (TCG) rose 13 percent after the travel operator posted a 49 percent increase in full-year earnings. British tobacco companies slipped following a report that after a U.K. minister announced the review of cigarette packaging.

Top 10 Transportation Stocks To Own Right Now: Western Refining Logistics LP (WNRL)

Western Refining Logistics, LP, incorporated on July 17, 2013, owns, operates, develops, and acquires terminals, storage tanks, pipelines, and other logistics assets. As of December 31, 2012, the Company�� assets includes pipeline and gathering assets and terminalling, transportation, and storage assets in the Southwestern portion of the United States, which included approximately 300 miles of pipelines and approximately 7.9 million barrels of active storage capacity, as well as other assets. The Company's assets are integral to the operations of Western�� refineries located in El Paso, Texas, and near Gallup, New Mexico.

As of December 31, 2012, the Company owns and operates two refineries, in El Paso, Texas and Gallup, New Mexico, with a total crude oil throughput capacity of 153,000 barrels per day (bpd). The Company does not take ownership of the hydrocarbons or products (other than certain additives) that it handles or engages in the trading of any commodities.

Advisors' Opinion:
  • [By Ben Levisohn]

    The full list: Buffalo Wild Wings, Cavium, CaesarStone (CSTE), Eclipse Resources, MobileIron (MOBL), Nextera Energy, Portland General Electric (POR), Rexnord Corp, Terex Corp, Western Refining Logistics (WNRL), and The Advisory Board.

Top 10 Transportation Stocks To Own Right Now: Golar LNG Partners LP (GMLP)

Golar LNG Partners LP (the Partnership), incorporated on September 24, 2007, is a limited partnership formed as a wholly owned subsidiary of Golar LNG Limited (Golar), an independent owner and operator of floating storage re-gasification units (FSRUs) and liquefied natural gas (LNG) carriers, to own and operate FSRUs and LNG carriers under long-term charters. The vessels in its fleet are chartered to BG Group, Pertamina, Petrobras and Dubai Supply Authority. As of December 31, 2012, Golar owned its 2.0% general partner interest, all of its IDRs and a 49.9% limited partner interest in it. As of December 31, 2012, its fleet consisted of a 100% interest in the Golar Spirit, which is operating under a time charter with Petrobras; a 100% interest in the Golar Winter, which is operating under a time charter with Petrobras; a 100% interest in the Golar Freeze, which is operating under a time charter with Dubai Supply Authority (DUSUP), the purchaser of natural gas in Dubai; a 100% interest in the Methane Princess, which is operating under a time charter with BG Group PLC (BG Group), and a 60% interest in the Golar Mazo, an LNG carrier, which is operating under a time charter with PT Pertamina (Pertamina). In July 2012, Golar sold its interests in the companies that own and operate the floating storage and regasification unit (FSRU) Nusantara Regas Satu to the Company. As of April 30, 2013, the Company has a fleet of four FSRUs and four LNG carriers. In November 2012, the Company acquired from Golar interests in subsidiaries that lease and operate the LNG carrier, the Golar Grand.

FSRU Charters

The Company provides the services of each of the Golar Spirit and the Golar Winter to Petrobras under separate time charter parties (or TCP) and operation and services agreements (OSAs). The TCPs and OSAs are interdependent and when combined have the same effect as the time charters for its LNG carriers. The services of the Golar Freeze are provided to DUSUP under a TCP. The Golar Spirit and ! Golar Winter charters also contained provisions giving Petrobras the option to purchase the vessels from it under certain circumstances.

LNG Carrier Charters

The Company provides the LNG marine transportation services of the Golar Mazo, Methane Princess and the Golar Maria under a time charters with LNG Shipping SpA. A time charter is a contract for the use of the vessel for a fixed period of time at a specified daily rate. Under a time charter, the vessel owner provides crewing and other services related to the vessel�� operation.

The Company competes with Royal Dutch Shell, BP, BG, Malaysian International Shipping Company, National Gas Shipping Company, Qatar Gas Transport Company, Excelerate Energy, Hoegh LNG, Exmar, Teekay LNG and MISC Berhad.

Advisors' Opinion:
  • [By Taylor Muckerman]

    One segment of energy transportation on the high seas that has shown investors that tankers can still deliver on Wall Street has been liquefied natural gas, LNG, tankers. Teekay LNG Partners (NYSE: TGP  ) and Golar LNG Partners (NASDAQ: GMLP  ) have both churned out returns north of 15% in the past year along with paying investors more than 6% in distributions just for owning shares. As LNG exporting becomes a bigger part of global energy trade both of these companies stand to benefit. While there has only been approval for two LNG exporting facilities in the U.S., there are many others with applications submitted. Combined with countless other plans around the world, the prospects look rather bright.

  • [By Robert Rapier]

    Q: Golar (GMLP) has been doing well lately after an up/down and eventually flat year in 2013. �While sometimes diverging TGP performed about the same. Thoughts on any catalyst this year that might help GMLP start to trend up consistently?

Top 10 Transportation Stocks To Own Right Now: YRC Worldwide Inc.(YRCW)

YRC Worldwide Inc., through its subsidiaries, provides various transportation services worldwide. The company?s YRC National Transportation unit offers a range of services for the transportation of industrial, commercial, and retail goods, such as apparel, appliances, automotive parts, chemicals, food, furniture, glass, machinery, metal, metal products, non-bulk petroleum products, rubber, textiles, wood, and other manufactured products. It serves manufacturing, wholesale, retail, and government customers. As of December 31, 2009, it had 11704 owned tractors, 1239 leased tractors, 50083 owned trailers, and 3244 leased trailers. Its YRC Regional Transportation unit?s service portfolio includes regional delivery, which comprises next-day local area delivery and second-day services, consolidation/distribution services, protect-from-freezing and hazardous materials handling, and various specialized offerings; expedited delivery, that comprises day-definite, hour-definite, and time definite capabilities; inter-regional delivery; cross-border delivery; and operation of my.yrcregional.com and NewPenn.com, which are e-commerce Websites offering online resources to manage transportation activity. The company?s YRC Logistics units? service portfolio consists of distribution services that include flow through and pool distribution, dedicated warehousing, and value-added services; global services, which comprise international freight forwarding, customs brokerage, and value-added services; and transportation services, such as truckload brokerage, domestic freight forwarding, and transportation management. Its YRC Truckload unit provides customized truckload services on regional and national level through the use of company and team-based drivers. The company was founded in 1924 and is headquartered in Overland Park, Kansas.

Advisors' Opinion:
  • [By Roberto Pedone]

    One under-$10 trucking player that's starting to trend within range of triggering a big breakout trade is YRC Worldwide (YRCW), which, through its subsidiaries, provides various transportation services primarily in North America.. This stock has been hit hard by the bears over the last three months, with shares off sharply by 50%.

    If you take a look at the chart for YRC Worldwide, you'll notice that this stock has been downtrending badly for the last five months, with shares plunging lower from its high of $33.89 to its recent low of $7.06 a share. During that downtrend, shares of YRCW have been making mostly lower highs and lower lows, which is bearish technical price action. That said, shares of YRCW have now started to stabilize and the stock has formed a triple bottom chart pattern over the last month, at $7.06, $7.20 and $7.44 a share. Shares of YRCW have now reversed its downtrend and started to uptrend, with the stock moving higher from $7.06 to its recent high of $10.50 a share. That move has now pushed shares of YRCW within range of triggering a big breakout trade.

    Traders should now look for long-biased trades in YRCW if it manages to break out above some near-term overhead resistance levels at $10.63 a share to its 50-day moving average of $10.87 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average volume of 826,789 shares. If that breakout triggers soon, then YRCW will set up to re-test or possibly take out its next major overhead resistance levels $12.38 to $15 a share. Any high-volume move above $15 will then give YRCW a chance to tag $16 to $18 a share.

    Traders can look to buy YRCW off weakness to anticipate that breakout and simply use a stop that sits right around some key near-term support levels at $9.20 or at $8.35 a share. One can also buy YRCW off strength once it starts to clear those breakout levels with volume and then simply us

  • [By Lauren Pollock]

    YRC Worldwide Inc.(YRCW) swung to a third-quarter loss as the trucking company’s results were stung by driver shortages and higher expenses, offsetting higher revenue from the regional transportation segment. Shares slumped, as results for the period missed expectations.

  • [By Michael Calia]

    Trucking company YRC Worldwide Inc.(YRCW) said Friday it had cut its large debt load by about $300 million while offering $250 million in stock, the proceeds of which will be used to retire convertible notes. About $50 million in the principal amount of other convertible notes were swapped or converted to common stock, the company said.

  • [By Lauren Pollock]

    Among the companies with shares expected to actively trade in Tuesday’s session are Delta Air Lines Inc.(DAL), NuPathe Inc.(PATH) and YRC Worldwide Inc.(YRCW)

Top 10 Transportation Stocks To Own Right Now: Navios Maritime Partners LP (NMM)

Navios Maritime Partners L.P. (Navios Partners) is an international owner and operator of dry cargo vessels formed by Navios Holdings. Navios GP L.L.C. (the General Partner), a wholly owned subsidiary of Navios Maritime Holdings Inc. (Navios Holdings) acts as the general partner of Navios Partners and received a 2% general partner interest in Navios Partners. Navios Partners is engaged in the seaborne transportation services of a range of drybulk commodities, including iron ore, coal, grain and fertilizer, chartering its vessels under medium to long-term charters. On May 19, 2011, Navios Partners acquired from Navios Holdings the Navios Orbiter, a 76,602 deadweight Panamax vessel. On May 19, 2011, Navios Partners acquired from Navios Holdings the Navios Luz. In June 2012, the Company purchased the Navios Buena Ventura, a 2010 South-Korean-built Capesize vessel of 179,259 dwt from Navios Maritime Holdings Inc.

The Company is an international owner and operator of drybulk carriers formed by Navios Maritime Holdings Inc., a vertically integrated seaborne shipping company. Its vessels are chartered-out under medium to long-term time charters with an average remaining term of approximately four years to a group of counterparties, consisting of Cosco Bulk Carrier Co. Ltd., Mitsui O.S.K. Lines Ltd., Samsun Logix, STX Panocean, Sanko Steamship Co. Ltd., Daiichi Chuo Kisen Kaisha, Augustea Imprese Maritime, Rio Tinto, Constellation Energy Group and Mansel.

As of December 31, 2011, the Company�� fleet consisted of 11 Panamax vessels, six Capesize vessels and one Ultra-Handymax vessel. Its fleet of dry cargo vessels has an average age of approximately 5.6 years. Panamax vessels are flexible vessels capable of carrying a range of drybulk commodities, including iron ore, coal, grain and fertilizer. All of its vessels operate under medium to long-term time charters of three or more years at inception with counterparties. It also operates vessels in the spot market until the vessels have! been fixed under appropriate medium to long-term charters.

The Company competes with China Ocean Shipping, China Shipping Group, Mitsui O.S.K. Lines, Kawasaki Kisen, Nippon Yusen Kaisha, Cargill, Pacific Basin Shipping, Bocimar, Zodiac Maritime, Louis Dreyfus/Cetragpa, Cobelfret and Torvald Klaveness.

Advisors' Opinion:
  • [By Robert Rapier]

    The index includes everything from behemoths like Enterprise Product Partners (NYSE: EPD) and Kinder Morgan Energy Partners (NYSE: KMP) down to a pair with market capitalizations under $1 billion in Martin Midstream Partners (NASDAQ: MMLP) and Navios Maritime Partners (NYSE: NMM). The total market cap of the index is $328 billion, and its one-, three- and five-year total returns are 20 percent, 48 percent and 194 percent. The index yield is 6 percent.

  • [By Eric Volkman]

    As far as unitholder payouts are concerned, the seas for Navios Maritime Partners (NYSE: NMM  ) are calm and smooth. The company has declared its latest quarterly distribution, which is to be $0.4425 per unit paid on Aug. 13 to holders of record as of Aug. 8. That amount matches each of Navios' previous four disbursements, the most recent of which was paid in mid-May. Previous to that, the company handed out a quarter-cent less, at $0.44 per share.