Thursday, July 31, 2014

Top International Companies To Own For 2015

Europe�� top tech hubs were given the ranking treatment recently in a report listing each area by its strengths in development, networking, business and a slew of other categories.

The report, a 140-page analysis called ��apping the European ICT Poles of Excellence: The Atlas of ICT Activity in Europe,��was released by the European Commission�� Joint Research Centre. The study tracks R&D, innovation and business; while looking at the agglomeration of tech, internationalization and networking.

The list places Munich, Germany above all other European tech scenes, largely thanks to its strength in R&D and innovation networking systems. Inner London�� eastern quarter was ranked second place (that would be the so-called Silicon Roundabout), followed by Paris, France.

Germany made a strong impression overall in the tech analysis, with showings by Karlsruhe (4th place), Darmstadt (7th), Bonn (12th), Berlin (15th), Aachen (17th), Stuttgart (21st), Heidelberg (22nd), Frankfurt (30th) Erlangen (32nd) and Dresden (34th).

Top International Companies To Own For 2015: Tompkins Financial Corp (TMP)

Tompkins Financial Corporation (Tompkins) is a bank holding company. The Company is a locally oriented, community-based financial services company that offers an array of products and services, including commercial and consumer banking, leasing, trust and investment management, financial planning and wealth management, insurance, and brokerage services. The Company operates in two segments: banking and financial services. Banking services consist primarily of attracting deposits from the areas served by the Company�� banking subsidiaries��45 banking offices and using those deposits to originate a variety of commercial loans, agricultural loans, consumer loans, real estate loans, and leases in those same areas. Financial services activities consist of the results of the Company�� trust, financial planning and wealth management services, broker-dealer services, and insurance and risk management operations. On June 1, 2011, its subsidiary, Tompkins Insurance Agencies, Inc. (Tompkins Insurance), acquired Olver & Associates, Inc. (Olver), a property and casualty insurance agency. In August 2012, it acquired VIST Financial Corp.

The Company maintains a portfolio of securities, such as obligations of the United States Government agencies and the United States Government sponsored entities, obligations of states and political subdivisions thereof, and equity securities. Tompkins provides a variety of financial services to individuals and small business customers.

Commercial Services

The Company�� subsidiary banks provide financial services to corporations and other business clients. Lending activities include loans for a variety of business purposes, including real estate financing, construction, equipment financing, accounts receivable financing, and commercial leasing. Other commercial services include deposit and cash management services, letters of credit, sweep accounts, credit cards, purchasing cards, Internet-based account services, and remote deposit ser! vices.

Retail Services

The Company�� subsidiary banks provide a variety of retail banking services, including checking accounts, savings accounts, time deposits, individual retirement accounts (IRA) products, brokerage services, residential mortgage loans, personal loans, home equity loans, credit cards, debit cards and safe deposit services. Retail services are accessible through a variety of delivery systems, including branch facilities, automated teller machines (ATMs), voice response, Internet banking, and remote deposit services.

Trust and Investment Management Services

The Company offers a range of financial services to customers, including trust and estate services, investment management, and financial and insurance planning. These services are offered through Tompkins Investment Services (TIS), a division of Tompkins Trust Company, and AM&M. Tompkins Financial Advisors has office locations at all three of the Company�� subsidiary banks, and provides a range of money management services, including investment management, trust and estate, financial and tax planning, as well as life, disability and long-term care insurance services.

Broker-Dealer Services

AM&M operates a broker-dealer subsidiary, Ensemble Financial Services, Inc. Ensemble Financial Services, Inc. is an outsourcing company for financial planners and investment advisors.

Insurance Services

The Company provides property and casualty insurance services and employee benefits consulting through Tompkins Insurance. Tompkins Insurance is an independent insurance agency. Tompkins Insurance has automated systems for record keeping, claim processing and coverage confirmation, and can provide insurance pricing comparisons from a range of insurance companies. Tompkins Insurance provides employee benefits consulting to employers in Western and Central New York, assisting them with their medical, group life insurance and group disability in! surance. ! In addition to its seven offices, Tompkins Insurance shares several offices with The Bank of Castile and The Trust Company. AM&M also provides insurance services for financial planning and wealth management clients, offering risk management plans using life, disability and long-term care insurance products.

Subsidiary Activities

The Company�� subsidiaries include: three wholly owned banking subsidiaries, Tompkins Trust Company (the Trust Company), The Bank of Castile, and The Mahopac National Bank (Mahopac National Bank); AM&M Financial Services, Inc., doing business as Tompkins Financial Advisors, a wholly owned and an investment advisor (AM&M), and a wholly owned insurance agency subsidiary, Tompkins Insurance. AM&M and the trust division of the Trust Company provides an array of investment services under the Tompkins Financial Advisors division, including investment management, trust and estate, financial and tax planning, as well as life, disability and long-term care insurance services. The Trust Company has a full-service office in Cortland, New York and a full-service office in Auburn, New York. Both of these offices are located in counties contiguous to Tompkins County. The Trust Company operates 15 banking offices, including two limited-service banking offices in the counties of Tompkins, Cortland, Cayuga and Schuyler, New York.

The Bank of Castile is a New York State-chartered commercial bank and conducts its operations through its 15 banking offices, in towns situated in and around the areas commonly known as the Letchworth State Park area and the Genesee Valley region of New York State. The Bank of Castile�� lending portfolio includes loans to the agricultural industry. The Mahopac National Bank (Mahopac National Bank) operates 15 banking offices, including one limited-service office in counties north of New York City. The 15 banking offices include five full-service offices in Putnam County, New York, three full-service offices in Dutchess County,! New York! , and six full-service offices, and one limited-service office in Westchester County, New York.

Tompkins Insurance Agencies, Inc. (Tompkins Insurance) offers property and casualty insurance to individuals and businesses primarily in Western and Central New York. AM&M Financial Services, Inc. (AM&M) offers financial services through three operating companies: AM&M Planners, Inc., which provides fee-based financial planning and wealth management services for corporate executives, small business owners and high-net-worth individuals; Ensemble Financial Services, Inc., an independent broker-dealer and outsourcing company for financial planners and investment advisors, and Ensemble Risk Solutions, Inc., which creates customized risk management plans using life, disability and long-term care insurance products. Tompkins Capital Trust I and Sleepy Hollow Capital Trust I are Delaware statutory business trusts.

Advisors' Opinion:
  • [By Fredrik Arnold]

    Tompkins Financial Corp. (TMP) netted $44.97 based on a mean target price estimate from three analysts combined with projected annual dividend less broker fees. The Beta number showed this estimate subject to volatility 27% less than the market as a whole.

Top International Companies To Own For 2015: McDonald's Corporation(MCD)

McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.

Advisors' Opinion:
  • [By Monica Gerson]

    Analysts at Baird downgraded McDonald's (NYSE: MCD) from Outperform to Neutral. The target price for McDonald's has been lowered from $104 to $98.

  • [By Quantum Research]

    McDonald�� (MCD), the leading brand of food chain with its innumerable outlets running successfully across the globe, serves the palate of a variety of people through the various specialties in their menu. The quick service restaurant giant has been the ruling king of breakfast for years. But there could be a twist in the tale as close foe Yum! Brands (YUM) owned Taco Bell intends to invade this space.

Top 10 Blue Chip Stocks To Buy For 2015: Chicago Bridge & Iron Company NV (CBI)

Chicago Bridge & Iron Company N.V. (CB&I) is one of the integrated engineering, procurement and construction (EPC) services providers and process technology licensors, delivering solutions to customers primarily in the energy, petrochemical and natural resource industries. CB&I consist of three business sectors: Steel Plate Structures, Project Engineering and Construction, and Lummus Technology. Through these business sectors, the Company offers services both independently and on an integrated basis.

As of December 31, 2012, the Company had more than 900 projects in process in more than 70 countries. On February 13, 2013, it acquired The Shaw Group Inc. (Shaw).

Steel Plate Structures

Steel Plate Structures provides engineering, procurement, fabrication and construction services, including mechanical erection services, for the hydrocarbon, water and nuclear industries. Projects include above ground storage tanks, elevated storage tanks, Liquefied Natural Gas (LNG) tanks, pressure vessels, and other specialty structures, such as nuclear containment vessels. Customers include international energy companies, such as Chevron, ConocoPhillips, ExxonMobil and Shell; national energy companies, such as ADNOC (Abu Dhabi), CNOOC (China) and Saudi Aramco (Saudi Arabia); and regional energy companies, such as Kinder Morgan (United States) and Suncor (Canada).

Project Engineering and Construction

Project Engineering and Construction provides engineering, procurement, fabrication and construction services for upstream and downstream energy infrastructure facilities. Projects include LNG liquefaction and regasification terminals, gas processing plants, refinery units, petrochemical complexes and a wide range of other energy-related projects. Customers include international energy companies, such as British Petroleum, Chevron, ConocoPhillips, ExxonMobil and Shell; national energy companies, such as Ecopetrol (Colombia) and ORPIC (Oman); and regio! nal energy companies, such as Dominion (United States), Gazprom (Russia), Nexen (United Kingdom), and Woodside (Australia).

Lummus Technology

Lummus Technology provides licenses, services, catalysts and equipment for the hydrocarbon refining, petrochemical, and gas processing industries. Customers include international energy companies, such as Chevron and Shell; national energy companies, such as Pemex (Mexico), Petrochina (China), Rosneft (Russia) and Sabic (Saudi Arabia); and regional refiners and chemical and gas processing companies, such as China Coal (China), IRPC (Thailand), Kazakhstan Petrochemical (Kazakhstan), and Williams Energy Services (United States).

Power provides a range of services, including design, EPC, technology and consulting services, primarily to the fossil and nuclear power generation industries. Plant Services provides electric power refueling outage maintenance, turnaround maintenance, routine maintenance, offshore maintenance, modifications, capital construction, off-site modularization, fabrication, reliability engineering, plant engineering, plant support and specialty services. Additionally, it provides services to restore, rebuild, repair, renovate and modify industrial and electric power generation facilities, and offers predictive and preventive maintenance services. Environmental & Infrastructure (E&I) provides full-scale environmental and infrastructure services for government and private-sector clients. These services include program and project management, design-build, engineering and construction, sustainability and energy efficiency, remediation and restoration, science and technology, facilities management and emergency response and disaster recovery. Fabrication and Manufacturing is a worldwide supplier of fabricated piping systems primarily to the electric power, petrochemical and refinery industries, supporting both external clients and other Shaw business sectors.

Advisors' Opinion:
  • [By John Udovich]

    Mid cap infrastructure construction stock Chicago Bridge & Iron Company N.V. (NYSE: CBI) fell 7.23% after being trashed in an article by an apparent�short seller posted on Seeking Alpha, meaning its worth taking a closer look at the stock along with the performance of potential benchmarks like Jacobs Engineering Group Inc (NYSE: JEC), KBR, Inc (NYSE: KBR) and First Trust ISE Global Engineering and Construction Index Fund ETF (NYSEARCA: FLM).

Top International Companies To Own For 2015: Banco Santander-Chile (BSAC)

Banco Santander Chile (the Bank), incorporated on August 1, 2002, provides a range of general banking services to its customers, from individuals to corporations. The Bank operates in two segments: Commercial Banking, and Global Banking and Markets. The Bank provides a range of commercial and retail banking services to its customers, including Chilean peso and foreign currency denominated loans to finance a variety of commercial transactions, trade, foreign currency forward contracts and credit lines and a variety of retail banking services, including mortgage financing. It has 499 total branches, 269 of which are operated under the Santander brand name, with the remaining branches under certain specialty brand names, including 93 under the Santander Banefe brand name, 45 under the SuperCaja brand name, 44 under the BancaPrime brand name and 53 as auxiliary and payment centers. The Bank provides a range of financial services to corporate and individual customers. It offers a variety of financial services, including financial leasing, financial advisory services, mutual fund management, securities brokerage, insurance brokerage and investment management. As of December 31, 2012, it had outstanding loans net of allowances for loan losses of $ 38,271 million, and total deposits of $ 29,408 million.

The Bank�� loan portfolio includes Commercial loans, Residential mortgage loans, Consumer loans and Non-client loans. Commercial loans include commercial loans, foreign trade loans, mortgage loans financed with mortgage bonds, factoring operations, leasing contracts and other outstanding loans. Commercial loans (includes all loans other than consumer loans and residential mortgage loans). Residential mortgage loans include draft loans, residential mortgage loans backed by mortgage bonds and other mortgage mutual loans. Residential mortgage loans, including loans granted to individuals for the acquisition, construction or repair of residential real estate, in which the value of the property cove! rs at least 100% of the amount of the loan. Consumer loans include installment consumer loans, consumer loans through lines of credit, credit card loans and consumer leasing contracts. Consumer loans, including loans granted to individuals for the purpose of financing the acquisition of consumer goods or payment of service.)

Commercial Banking

The Commercial Banking segment is comprised sub-segments, which includes individuals (Santander Banefe), individuals (Commercial Banking), small and mid-sized companies, institutional, companies, real estate and corporations. Individuals (Santander Banefe), consisting of individuals with monthly incomes between $ 313 and $ 835 and served through its Banefe branch network. The segment accounts for 4.2% of its total loans outstanding as of December 31, 2012. The segment offers customers a range of products, including consumer loans, credit cards, auto loans, residential mortgage loans, debit card accounts, savings products, mutual funds and insurance brokerage. Individuals (Commercial Banking), consisting of individuals with a monthly income greater than $ 835. Clients in the segment account for 47.1% of its total loans outstanding as of December 31, 2012, and are offered a range of products, including consumer loans, credit cards, auto loans, commercial loans, foreign trade financing, residential mortgage loans, checking accounts, savings products, mutual funds and insurance brokerage.

Small and mid-sized companies consists of small companies with annual revenue of less than $2.5 million. As of December 31, 2012, the segment represented approximately 15.0% of its total loans outstanding. Customers in the segment are offered a range of products, including commercial loans, leasing, factoring, foreign trade, credit cards, mortgage loans, checking accounts, savings products, mutual funds and insurance brokerage. Institutional, such as universities, government agencies, municipalities and regional governments. As of December 31, 2! 012, thes! e clients represented 1.9% of its total loans outstanding. Customers in this sub-segment are also offered the same products that are offered to the customers in its small businesses segment. The sub-segment is included in the Retail segment because customers in this sub-segment are a source for individual customers. Companies consists of companies with annual revenue over $2.5 million and up to $20.9 million. Customers in this segment are offered a range of products, including commercial loans, leasing, factoring, foreign trade, credit cards, mortgage loans, checking accounts, cash management, treasury services, financial advisory, savings products, mutual funds and insurance brokerage. As of December 31, 2012, these clients represented 8.6% of its total loans outstanding.

Real estate consists of companies in the real estate sector with annual revenue over $1.7 million, including construction companies and real estate companies that execute projects for sale to third parties. As of December 31, 2012, these clients represented 4.1% of its total loans outstanding. To these clients the Bank offers, in addition to traditional banking services, specialized services for financing, primarily residential projects, in order to increase the sale of residential mortgage loans. Large corporations consists of companies with annual revenue over $20.9 million. Customers in this segment are also offered the same products that are offered to the customers in its mid-sized companies segment. As of December 31, 2012, these clients represented 8.8% of its total loans outstanding.

Global Banking and Markets segment

The Global Banking and Markets segment is comprised of the sub-segments, which include corporate and the treasury division. Corporate consists of companies that are foreign multinationals or part of a Chilean economic group with sales of over $20.9 million. As of December 31, 2012, these clients represented 9.8% of its total loans outstanding. Customers in this segment are o! ffered a ! range of products, including commercial loans, leasing, factoring, foreign trade, mortgage loans, checking accounts, cash management, treasury services, financial advisory, savings products, mutual funds and insurance brokerage. The Treasury Division provides financial products to companies in the wholesale banking and the middle-market segments. This includes products, such as short-term financing and funding, securities brokerage, interest rate and foreign currency derivatives, securitization services and other tailor made financial products. The Treasury division also manages its trading positions.

Corporate Activities

The Bank has a Corporate Activities segment comprised of all other operational and administrative activities This segment includes the Financial Management Division, which manages global functions, such as the management of its structural foreign exchange gap position, its structural interest rate risk and its liquidity risk. The Financial Management Division also oversees the use of its resources, the distribution of capital among its different units and the overall financing cost of investments.

The Bank competes with Banco del Estado.

Advisors' Opinion:
  • [By Sean Williams]

    That inflation rate wasn't a big help for Banco Santander Chile (NYSE: BSAC  ) , the fund's third-largest holding, which is a large bank that's inflation-sensitive and saw its net interest margin drop in its most recent quarter. However, many of the more important underlying fundamentals of Banco Santander Chile, such as loan growth and core deposits, increased year over year while net provision expenses for consumer loans dropped 3.8% year over year. �

Top International Companies To Own For 2015: Enersis S A(ENI)

Enersis S.A., an electric utility company, engages in the generation, transmission, and distribution of electricity in Chile, Argentina, Brazil, Colombia, and Peru. It owns and operates hydroelectric, thermal, and wind power plants. As of December 31, 2010, it had 14,833 megawatts of installed capacity with 195 power plants; and 13.3 million distribution customers covering approximately 50 million inhabitants. The company was formerly known as Compania Chilena Metropolitana de Distribucion Electrica S.A and changed its name to Enersis S.A. in August 1988. Enersis S.A. was founded in 1889 and is headquartered in Santiago, Chile. Enersis S.A. is a subsidiary of Endesa Latinoamerica S.A.

Advisors' Opinion:
  • [By Sofia Horta e Costa]

    European stocks were little changed at a one-week high as companies from Eni SpA (ENI) to Volkswagen AG posted profit that exceeded estimates, while a gauge of telecommunications companies retreated.

Top International Companies To Own For 2015: Enstar Group Limited (ESGR)

Enstar Group Limited, through its subsidiaries, acquires and manages insurance and reinsurance companies in run-off. The company settles insurance and reinsurance claims. It also offers management and consultancy, claims inspection, and reinsurance collection services to its affiliates and third-party clients. The company operates in the United States, Bermuda, the United Kingdom, Europe, and Australia. Enstar Group Limited was formerly known as Castlewood Holdings Limited and changed its name to Enstar Group Limited. Enstar Group Limited was founded in 2001 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By Matt Koppenheffer and David Hanson]

    In this segment from Thursday's Where the Money Is, Motley Fool financial analysts Matt Koppenheffer and David Hanson discuss Matt's stock pitch of the week, Enstar Group Ltd. (NASDAQ: ESGR  ) . In the insurance world, insurers can start an insurance business, or a line of insurance, that ends up performing poorly. This can force the insurer to then put that line of insurance, or the entire business, into what is known as run-off. This means they are no longer selling policies, and will only continue to manage the existing policies for the life of those policies. That is where Enstar comes in.

Top International Companies To Own For 2015: Nam Tai Electronics Inc.(NTE)

Nam Tai Electronics, Inc. provides electronics manufacturing and design services to the original equipment manufacturers of telecommunication and consumer electronic products. The company?s Consumer Electronic and Communication Products segment manufactures mobile phone accessories, such as headsets containing Bluetooth wireless technology, and phone cradles, as well as snap-on portable music speaker, FM radio adaptors, and GPS adaptors; entertainment devices, including USB Web cam for interactive games, USB microphone and converter box Karaoke, and buzzer devices for quiz games; educational products consisting of digital pens, calculators, and electronic dictionaries; and optical devices comprising CMOS imaging sensor modules for notebook computers, portable media players, and recording cameras for the automotive industry. Its Telecommunication Component Assembly segment offers subassemblies and components, such as color and monochrome LCD modules for PDA phones, smart p hones, mobile phones, and telephone systems; RF modules for integration into mobile phones; DAB modules for digital radio products, including home tuners, kitchen radios, in-car receivers, CD players, clock radios, boom boxes, midi-systems, and handheld portable devices; FPC subassemblies for LCD modules and electronic devices; FPC boards for mobile phones, PDAs, office automation, and laptop computers; front and back light panels for handheld video game devices; and high-frequency cordless telephones and home feature phones. The company?s LCD Products segment manufactures LCD panels for watches and medical instruments, white goods and industrial applications, automotive parts and appliances, car audio systems, hand held products, VoIP phones, and office automation applications. It sells its products to customers in Hong Kong, North America, Europe, Japan, the People?s Republic of China, and Korea. The company was founded in 1975 and is headquartered in Shenzhen, the Peopl e?s Republic of China.

Advisors' Opinion:
  • [By Rick Munarriz]

    Nam Tai Electronics� (NYSE: NTE  ) -- $6.78
    Shares of Nam Tai took a hit three months ago after posting uninspiring quarterly results.

  • [By Roberto Pedone]

    Another stock that's starting to move within range of triggering a big breakout trade is Nam Tai Electronics (NTE), which is an electronics manufacturing and design services provider to a select group of the world's leading OEMs of telecommunications and consumer electronic products. This stock has been destroyed by the sellers so far in 2013, with shares off sharply by 41%.

    If you look at the chart for Nam Tai Electronics, you'll notice that this stock has been uptrending for the last month and change, with shares moving higher from its low of $6.05 to its recent high of $8.38 a share. During that uptrend, shares of NTE have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of NTE within range of triggering a big breakout trade.

    Traders should now look for long-biased trades in NTE if it manages to break out above some key near-term overhead resistance levels at $8.38 to $8.79 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 action of 647,483 shares. If that breakout triggers soon, then NTE will set up to re-fill some of its previous gap down zone from April that started near $11.50 a share. If this stock gets into that gap with volume, then the upside is tremendous and we could easily see NTE hit $11 to $12 a share.

    Traders can look to buy NTE off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day at $7.42 a share, or below more key support at $7.22 a share. One can also buy NTE off strength once it takes out that breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Top International Companies To Own For 2015: Community Trust Bancorp Inc.(CTBI)

Community Trust Bancorp, Inc. operates as the holding company for Community Trust Bank, Inc. that provides various banking products and services. It accepts various deposit product that include checking accounts, regular and term savings accounts and savings certificates, commercial demand deposit accounts, individual retirement accounts and Keogh plans, non interest bearing deposits, NOW accounts, money market deposits, savings accounts, and certificates of deposit and other time deposits. The company?s loan portfolio comprises residential and commercial real estate loans; commercial loans; commercial, construction, mortgage, and personal loans; and lease-financing, lines of credit, revolving lines of credit, term loans, and other specialized loans, including asset-based financing. It also provides full service securities brokerage services; annuity and life insurance products; trust services; debit cards; cash management services to corporate and individual customers; l etters of credit; safe deposit boxes; and funds transfer services. In addition, the company acts as a trustee of personal trusts, an executor of estates, trustee for employee benefit trusts, registrar, transfer agent, paying agent for bond and stock issues; and depositor for securities, as well as provides full service brokerage services. Community Trust operates 80 banking locations in eastern, northeastern, central, and south central Kentucky; southern West Virginia; and northeastern Tennessee, as well as 5 trust offices across Kentucky. The company was founded in 1903 and is headquartered in Pikeville, Kentucky.

Advisors' Opinion:
  • [By Dividends4Life]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description:

    1. Avg. High Yield Price
    2. 20-Year DCF Price
    3. Avg. P/E Price
    4. Graham Number

    GWW is trading at a premium to all four valuations above. The stock is trading at a 10.0% premium to its calculated fair value of $219.95. GWW did not earn any Stars in this section.

    Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description:

    1. Free Cash Flow Payout
    2. Debt To Total Capital
    3. Key Metrics
    4. Dividend Growth Rate
    5. Years of Div. Growth
    6. Rolling 4-yr Div. > 15%

    GWW earned three Stars in this section for 1.), 2.) and 3.) above. A Star was earned since the Free Cash Flow payout ratio was less than 60% and there were no negative Free Cash Flows over the last 10 years. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. GWW earned a Star for having an acceptable score in at least two of the four Key Metrics measured.

    Rolling 4-yr Div. > 15% means that dividends grew on average in excess of 15% for each consecutive 4 year period over the last 10 years (2003-2006, 2004-2007, 2005-2008, etc.) I consider this a key metric since dividends will double every 5 years if they grow by 15%. The company has paid a cash dividend to shareholders every year since 1965 and has increased its dividend payments for 42 consecutive years.

    Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked

  • [By Dividends4Life]

    Linked here is a detailed quantitative analysis of Community Trust Bank Corp. (CTBI). Below are some highlights from the above linked analysis:

    Company Description: Community Trust Bank Corp. owns and operates Community Trust Bank, Inc. of Pikeville, KY, which provides commercial banking services in Kentucky and West Virginia; and a trust company.

Top International Companies To Own For 2015: AMC Networks Inc (AMCX)

AMC Networks Inc. (AMC Networks), incorporated on March 9, 2011, is a holding company and conducts substantially all of its operations through its subsidiaries. AMC Networks owns and operates several of cable television's brands delivering content to audiences. AMC Networks operates in two segments: National Networks, which includes AMC, WE tv, IFC and Sundance Channel, and International and Other, which includes AMC/Sundance Channel Global, its international programming business; IFC Films, its independent film distribution business, and AMC Networks Broadcasting & Technology, its network technical services business. The Company's National Networks are distributed throughout the United States through cable and other multichannel video programming distribution platforms, including direct broadcast satellite (DBS) and platforms operated by telecommunications providers. In addition to the Company's the United States distribution, AMC, IFC and Sundance Channel are available in Canada and Sundance Channel and WE tv are available in other countries throughout Europe and Asia.

National Networks

AMC Networks owns four nationally distributed entertainment programming networks: AMC, WE tv, IFC and Sundance Channel, which are available to its distributors in high-definition (HD) and/or standard-definition formats. The Company's programming networks principally generate their revenues from the distribution of programming and the sale of advertising. Affiliation fees paid by multichannel video programming distributors represent the largest component of distribution revenue, which also includes the licensing of original programming for digital, foreign and home video distribution. As of December 31, 2012, AMC, WE tv and IFC had 98.9 million, 81.5 million and 69.6 million Nielsen subscribers, respectively, and Sundance Channel had 50.2 million viewing subscribers.

AMC is a television network dedicated to the storytelling, whether commemorating favorite films or creating origi! nal programming. In addition to presenting feature films from its movie library, AMC features original programming that includes dramatic series, such as Mad Men, Breaking Bad, The Killing, Hell on Wheels and The Walking Dead. In addition, the network has introduced unscripted programming, including Talking Dead, Comic Book Men, The Pitch and Small Town Security. AMC's film library consists of films that are licensed from studios, such as Twentieth Century Fox, Warner Bros., Sony, MGM, NBC Universal, Paramount and Buena Vista under long-term contracts. AMC generally structures its contracts for the cable television rights to air the films during identified window periods. As of December 31, 2012, AMC had affiliation agreements with the United States multichannel video programming distributors and reached approximately 99 million Nielsen subscribers.

WE tv is a women's network that features original stories for and about modern women who are taking charge of their life, their family and their household. WE tv's original series include Braxton Family Values, Tamar & Vince, Mary, Joan and Melissa: Joan Knows Best? and My Fair Wedding with David Tutera, among others. In addition, WE tv's programming includes series, such as Charmed, Ghost Whisperer and Roseanne, as well as feature films, with license rights to certain films from studios, such as Paramount, Sony and Warner Bros. As of December 31, 2012, WE tv had affiliation agreements with the United States multichannel video distributors and reached approximately 82 million Nielsen subscribers. IFC creates original comedies that are in keeping with the network's Always On. Slightly Off brand and which air alongside a collection of films and comedic cult television shows.

The network's original content includes the comedy series Portlandia, created by and starring Fred Armisen and Carrie Brownstein, and executive produced by Saturday Night Live's Lorne Michaels. Other IFC originals include Comedy Bang! Bang!, R. Kelly's Trapped in ! the Close! t and Out There, an animated series created by the long time animation director of South Park. IFC's programming also includes series, such as Arrested Development, Freaks and Geeks and Malcolm in the Middle, along with films from independent film distributors including Fox, Miramax, Sony, IFC Films, Lionsgate, Universal, Paramount and Warner Bros. As of December 31, 2012, IFC had affiliation agreements with the United States multichannel video distributors and reached approximately 70 million Nielsen subscribers.

Sundance Channel also has a slate of original unscripted series. Sundance Channel original unscripted programming includes the docu -series Push Girls, and celebrity vehicles The Mortified Sessions and Iconoclasts. In addition, the network benefits from its relationship with Sundance Institute and the Sundance Film Festival, where each year the network gives festival attendees and viewers access to the festival on-site and through dedicated programming on-air and online. As of December 31, 2012, Sundance Channel had affiliation agreements with the United States multichannel video programming distributors and reached approximately 50 million viewing subscribers. As of December 31, 2012, Sundance Channel generated advertising revenue from sponsorship arrangements and promotional breaks, rather than traditional advertising spots.

International and Other

In addition to the Company's National Networks, AMC Networks also operates AMC/Sundance Channel Global, which is its international programming business; IFC Films, its independent film distribution business; and AMC Networks Broadcasting & Technology, its network technical services business. The Company's International and Other segment also includes VOOM HD Holdings LLC (VOOM HD). AMC/Sundance Channel Global's business principally consists of seven channels in 13 languages spread across 24 countries, focusing primarily on AMC in Canada and globally on versions of the Sundance Channel and WE tv brands. Princ! ipally ge! nerating revenues from affiliation fees, AMC/Sundance Channel Global reached approximately 15.9 million viewing subscribers in Canada, Europe and Asia as of December 31, 2012.

Sundance Channel provides independent film and also features certain content from AMC, IFC, Sundance Channel and IFC Films, as well as serves as a pipeline of international content, in an effort to provide distinctive programming to an upscale audience. AMC Networks provides programming to the Canadian market through its AMC and Sundance Channel brands. Providing programming in the Korean and Mandarin languages, WE tv Asia provides a selection of the domestic programming from the WE tv the United States network with programs like Bridezillas and My Fair Wedding with David Tutera, and some of the programming from networks in the United States, such as Tabatha's Salon Takeover and Tori & Dean. With the same broad satellite footprint as Sundance Channel-International, WE tv Asia is available in South Korea, Malaysia, Taiwan, Singapore and Hong Kong. IFC Films, the Company's independent film distribution business, makes independent films available to a worldwide audience. IFC Films operates three distribution labels: Sundance Selects, IFC Films and IFC Midnight. IFC Films has a film library consists of more than 500 titles.

IFC Films also operates IFC Center, DOC NYC and SundanceNow. IFC Center is a independent movie theater located in the heart of New York City's Greenwich Village. DOC NYC is an annual festival also located in New York City celebrating documentary storytelling in film, photography, prose and other media. AMC Networks Broadcasting & Technology is a full-service network programming feed origination and distribution company, which primarily services the programming networks of AMC Networks. AMC Networks Broadcasting & Technology's operations are located in Bethpage, New York, where AMC Networks Broadcasting & Technology consolidates origination and satellite communications functions in a 60,00! 0 square-! foot facility designed to keep AMC Networks at the forefront of network origination and distribution technology.

Advisors' Opinion:
  • [By Tim Beyers]

    Media mavens will rightly point out that Dexter isn't much of a mainstream winner when compared with The Walking Dead, which has helped AMC Networks (NASDAQ: AMCX  ) achieve better-than 15% revenue growth in three of the past six quarters.

Top International Companies To Own For 2015: Boyd Gaming Corporation(BYD)

Boyd Gaming Corporation, together with its subsidiaries, operates as a multi-jurisdictional gaming company in the United States. As of December 31, 2011, the company owned and operated 1,042,787 square feet of casino space, containing approximately 25,973 slot machines, 655 table games, and 11,418 hotel rooms. It also owned and operated 16 gaming entertainment properties located in Nevada, Illinois, Louisiana, Mississippi, Indiana, and New Jersey. In addition, the company owns and operates a pari-mutuel jai-alai facility located in Dania Beach, Florida, as well as a travel agency in Hawaii. Further, it holds a 50% controlling interest in the limited liability company that operates Borgata Hotel Casino and Spa in Atlantic City, New Jersey. Boyd Gaming Corporation was founded in 1988 and is headquartered in Las Vegas, Nevada.

Advisors' Opinion:
  • [By Seth Jayson]

    Boyd Gaming (NYSE: BYD  ) reported earnings on April 24. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), Boyd Gaming met expectations on revenues and beat expectations on earnings per share.

  • [By Travis Hoium]

    Even if a federal bill does pass, there's no guarantee Zynga would win. Online poker is all about gaining a critical mass of users, and it's a uphill battle. MGM Resorts (NYSE: MGM  ) and Boyd Gaming (NYSE: BYD  ) have already partnered with bwin.party for a U.S. online gaming venture. Bwin.party is one of the largest real-money online poker companies in the world, and with PokerStars likely shut out of the U.S. in the near future, this would be a formidable opponent. Caesars Entertainment (NASDAQ: CZR  ) has also had its eyes on online poker for some time, and with the World Series of Poker brand, it has a big draw for players. Caesars thinks so much of online poker that it's spinning off its "growth" assets, and online games are a key part of the new company.

Wednesday, July 30, 2014

Top 5 Oil Stocks To Own For 2014

Emerging-market stocks fell, capping the biggest weekly drop since August, as China�� money-market rates jumped and concern grew that earnings will falter. Indonesia�� rupiah posted its best week since June 2009.

The MSCI Emerging Markets Index retreated 0.3 percent to 1,027.27, extending its weekly slump to 1.4 percent. The Shanghai Composite Index (SHCOMP) slid to the lowest level in seven weeks as Great Wall Motor Co. (601633) tumbled 10 percent after earnings missed analysts��estimates. Oil company OGX Petroleo e Gas Participacoes SA (OGXP3) sank 19 percent, pacing losses in Brazil�� Ibovespa. The rupiah strengthened the most since Sept. 19.

Stocks fell as China�� money-market rate completed the biggest weekly jump since a cash squeeze in June after the central bank refrained from injecting funds through open-market operations. More than half of the 125 companies that reported quarterly earnings in the gauge for developing nations missed sales estimates, while revenue increased by an average 2.1 percent, according to data compiled by Bloomberg.

Top 10 Regional Bank Companies To Own In Right Now: HollyFrontier Corp (HFC)

HollyFrontier Corporation (HollyFrontier), formerly Holly Corporation, incorporated in 1947, is a petroleum refiner, which produces light products, such as gasoline, diesel fuel, jet fuel, specialty lubricant products, and specialty and modified asphalt. HollyFrontier operates in two segments: Refining and Holly Energy Partners, L.P. (HEP). The Refining segment includes the operations of its El Dorado, Tulsa, Navajo, Cheyenne and Woods Cross Refineries and NK Asphalt. The HEP segment involves all of the operations of HEP. The Company merged with Frontier Oil Corporation (Frontier), on July 1, 2011. On November 9, 2011, HEP acquired from the Company certain tankage, loading rack and crude receiving assets located at its El Dorado and Cheyenne Refineries.

Refinery Operations

The Company�� refinery operations serve the Mid-Continent, Southwest and Rocky Mountain regions of the United States. HollyFrontier owned and operated five refineries having an aggregate crude capacity of 443,000 barrels per day, as of December 31, 2011. During the year ended December 31, 2011, gasoline, diesel fuel, jet fuel and specialty lubricants represented 48%, 32%, 5% and 3%, respectively of its total refinery sales volumes. Its refineries are located in El Dorado, Kansas, (the El Dorado Refinery), Tulsa, Oklahoma (the Tulsa Refineries), which consists two production facilities, the Tulsa West and East facilities, a petroleum refinery in Artesia, New Mexico, which operates in conjunction with crude, vacuum distillation and other facilities situated 65 miles away in Lovington, New Mexico (the Navajo Refinery), Cheyenne, Wyoming (the Cheyenne Refinery) and Woods Cross, Utah (the Woods Cross Refinery). Light products are shipped by product pipelines or are made available at various points by exchanges with other parties and are made available to customers through truck loading facilities at the refinery and at terminals.

The Company�� principal customers for gasoline include other refin! ers, convenience store chains, independent marketers, and retailers. Diesel fuel is sold to other refiners, truck stop chains, wholesalers, and railroads. Jet fuel is sold for military and commercial airline use. Specialty lubricant products are sold in both commercial and specialty markets. LPG�� are sold to LPG wholesalers and LPG retailers. HollyFrontier produces and purchases asphalt products that are sold to governmental entities, paving contractors or manufacturers. Asphalt is also blended into fuel oil and is either sold locally or is shipped to the Gulf Coast. Tulsa West facility is 85,000 barrels per stream day refinery in Tulsa, Oklahoma. It owns Tulsa East facility is 75,000 barrels per stream day refinery that is also located in Tulsa, Oklahoma. In September 2011, HEP completed the Tulsa interconnecting pipeline project which facilitated a combined crude processing rate of 125,000 barrels per stream day. The El Dorado Refinery is a coking refinery.

The El Dorado Refinery is located on 1,100 acres south of El Dorado, Kansas and is a refinery. The principal process units at the El Dorado Refinery consists of crude and vacuum distillation; hydrodesulfurization of naphtha, kerosene, diesel, and gas oil streams; isomerization; catalytic reforming; aromatics recovery; catalytic cracking; alkylation; delayed coking; hydrogen production, and sulfur recovery. Supporting infrastructure includes maintenance shops, warehouses, office buildings, a laboratory, utility facilities, and a wastewater plant (Supporting Infrastructure) and logistics assets owned by HEP, which includes approximately 3.7 million barrels of tankage, a truck sales terminal, and a propane terminal. The facility processes approximately 135,000 barrels per stream day of crude oil with the capability. The Tulsa West facility is located on a 750-acre site in Tulsa, Oklahoma situated along the Arkansas River. The principal process units at the Tulsa West facility consists of crude distillation (with light ends recovery), n! aphtha hy! drodesulfurization, catalytic reforming, propane de-asphalting, lubes extraction, methyl ethyl ketone (MEK) dewaxing, delayed coker and butane splitter units.

Tulsa West facility�� Supporting Infrastructure includes approximately 3.2 million barrels of feedstock and product tankage, of which 0.4 million barrels of tankage is owned by Plains All American Pipeline, L.P. (Plains), and an additional 1.2 million barrels of tank capacity was out of service, as of December 31, 2011. The Tulsa East facility is located on a 466-acre site also in Tulsa, Oklahoma situated along the Arkansas River. The principal process units at the Tulsa East facility consists of crude distillation, naphtha hydrodesulfurization, fluid catalytic cracking (FCC), isomerization, catalytic reforming, alkylation, scanfiner, diesel hydrodesulfurization and sulfur units. The Tulsa East facility�� Supporting Infrastructure includes approximately 3.75 million barrels of tankage capacity on the refinery�� premises, of which approximately 3.4 million barrels of tankage is owned by HEP. The primary markets for the El Dorado Refinery�� refined products are Colorado and the Plains States, which include the Kansas City metropolitan area.

The gasoline, diesel and jet fuel produced by the El Dorado Refinery are primarily shipped via pipeline to terminals for distribution by truck or rail. The Company ships product via the NuStar Pipeline Operating Partnership L.P. Pipeline to the northern Plains States, via the Magellan Pipeline Company, L.P. (Magellan) mountain pipeline to Denver, Colorado, and on the Magellan mid-continent pipeline to the Plains States. The Tulsa Refineries��principal customers for conventional gasoline include Sinclair Oil Company (Sinclair), other refiners, convenience store chains, independent marketers and retailers. Sinclair and railroads are the primary diesel customers. Jet fuel is sold primarily for commercial use. The refinery�� asphalt and roofing flux products are sold via truck or! railcar ! directly from the refineries or to customers throughout the Mid-Continent region primarily to paving contractors and manufacturers of roofing products. HollyFrontier�� Tulsa West facility also produces specialty lubricant products sold in both commercial and specialty markets throughout the United States and to customers with operations in Central America and South America.

The El Dorado Refinery is located about 125 miles, and the Tulsa Refineries are located approximately 50 miles from Cushing, Oklahoma, a crude oil pipeline trading and storage hub. Both its Mid-Continent Refineries are connected via pipeline to Cushing, Oklahoma. In addition, the Company has a transportation services agreement to transport up to 38,000 barrels per calendar day of crude oil on the Spearhead Pipeline from Flanagan, Illinois to Cushing, Oklahoma, enabling it to transport Canadian crude oil to Cushing for subsequent shipment to either of the Company�� Mid-Continent Refineries or to its Navajo Refinery. The Navajo Refinery has a crude oil capacity of 100,000 barrels per stream day.The Navajo Refinery�� Artesia, New Mexico facility is located on a 561-acre site and is a refinery with crude distillation, vacuum distillation, FCC, residuum oil supercritical extraction, (ROSE) (solvent deasphalter), hydrofluoric (HF) alkylation, catalytic reforming, hydrodesulfurization, mild hydrocracking, isomerization, sulfur recovery and product blending units. Supporting Infrastructure includes approximately 2 million barrels of feedstock and product tankage, of which 0.2 million barrels of tankage are owned by HEP.

The Artesia facility is operated in conjunction with a refining facility located in Lovington, New Mexico, approximately 65 miles east of Artesia. The principal equipment at the Lovington facility consists of a crude distillation unit and associated vacuum distillation units. Supporting Infrastructure includes 1.1 million barrels of feedstock and product tankage, of which 0.2 million barrels of! tankage ! are owned by HEP. The Lovington facility processes crude oil into intermediate products that are transported to Artesia by means of three intermediate pipelines owned by HEP. The Navajo Refinery primarily serves the southwestern United States market. The Navajo Refinery primarily serves the southwestern United States market. The Company�� products are shipped through HEP�� pipelines from Artesia, New Mexico to El Paso, Texas and from El Paso to Albuquerque and to Mexico via products pipeline systems owned by Plains and from El Paso to Tucson and Phoenix via a products pipeline system owned by Kinder Morgan�� subsidiary, SFPP, L.P. (SFPP). In addition, the Navajo Refinery transports petroleum products to markets in northwest New Mexico and to Moriarty, New Mexico, near Albuquerque, via HEP�� pipelines running from Artesia to San Juan County, New Mexico.

HollyFrontier has refined product storage through its pipelines and terminals agreement with HEP at terminals in El Paso, Texas; Tucson, Arizona; and Artesia, Moriarty and Bloomfield, New Mexico. The Company uses a common carrier pipeline out of El Paso to serve the Albuquerque market. In addition, HEP leases from Mid-America Pipeline Company, L.L.C., a pipeline between White Lakes, New Mexico and the Albuquerque vicinity and Bloomfield, New Mexico. HEP owns and operates a 12-inch pipeline from the Navajo Refinery to the leased pipeline, as well as terminalling facilities in Bloomfield, New Mexico, which is located in the northwest corner of New Mexico, and in Moriarty, which is 40 miles east of Albuquerque. The Navajo Refinery is situated near the Permian Basin. The Company purchases crude oil from independent producers in southeastern New Mexico and west Texas, as well as from oil companies.

HollyFrontier also purchases volumes of isobutane, natural gasoline and other feedstocks to supply the Navajo Refinery from sources in Texas and the Mid-Continent area that are delivered to its region on a common carrier pipeline ! owned by ! Enterprise Products, L.P. The Cheyenne Refinery has a crude oil capacity of 52,000 barrels per stream day and the Woods Cross Refinery has a crude oil capacity of 31,000 barrels per stream day. The Cheyenne Refinery processes Canadian crudes, as well as local sweet crudes, such as that produced from the Bakken shale and similar resources. The Woods Cross Refinery processes regional sweet and black wax crude, as well as Canadian sour crude oils into light products. The Cheyenne Refinery facility is located on a 255- acre site and is a refinery with crude distillation, vacuum distillation, coking, FCCU, HF alkylation, catalytic reforming, hydrodesulfurization of naphtha and distillates, butane isomerization, hydrogen production, sulfur recovery and product blending units. Supporting Infrastructure includes approximately 1.6 million barrels of feedstock and product tankage, of which 1.5 million barrels of tankage are owned by HEP.

The Woods Cross Refinery facility is located on a 200-acre site and is a fully integrated refinery with crude distillation, solvent deasphalter, FCC, HF alkylation, catalytic reforming, hydrodesulfurization, isomerization, sulfur recovery and product blending units. Supporting Infrastructure includes approximately 1.5 million barrels of feedstock and product tankage, of which 0.2 million barrels of tankage are owned by HEP. The facility processes or blends an additional 2,000 barrels per stream day of natural gasoline, butane and gas oil over its 31,000 barrels per stream day capacity. The Company owns and operates four miles of hydrogen pipeline that connects the Woods Cross Refinery to a hydrogen plant located at Chevron�� Salt Lake City Refinery. The Cheyenne Refinery primarily markets its products in eastern Colorado, including metropolitan Denver, eastern Wyoming and western Nebraska. Crude oil is transported to the Cheyenne Refinery from suppliers in Canada, Nebraska, North Dakota and Montana via common carrier pipelines owned by Kinder Morgan, Plains All Am! erican Pi! peline and Suncor Energy, as well as by truck.

The Woods Cross Refinery obtains its supply of crude oil from suppliers in Canada, Wyoming, Utah and Colorado as delivered via common carrier pipelines that originate in Canada, Wyoming and Colorado. HollyFrontier manufactures and markets commodity and modified asphalt products in Arizona, New Mexico, Oklahoma, Kansas, Missouri, Texas and northern Mexico. The Company has three manufacturing facilities located in Glendale, Arizona; Albuquerque, New Mexico; and Artesia, New Mexico. The Company's Albuquerque and Artesia facilities manufacture modified hot asphalt products and commodity emulsions from base asphalt materials provided by its refineries and third-party suppliers. The Company�� Glendale facility manufactures modified hot asphalt products from base asphalt materials provided by its refineries and third-party suppliers. HollyFrontier�� products are shipped via third-party trucking companies to commercial customers that provide asphalt based materials for commercial and government projects.

The Company owns Ethanol Management Company, is 25,000 barrels per calendar day products terminal and blending facility located near Denver, Colorado. It also owns a 50% joint venture interest in Sabine Biofuels II, LLC, a 30 million gallon per year biodiesel production facility located near Port Arthur, Texas. The Company owns a 75% joint venture interest in the UNEV Pipeline, a 400 mile 12-inch refined products pipeline from Salt Lake City, Utah to Las Vegas, Nevada, together with terminal and ethanol blending facilities in the Cedar City, Utah and North Las Vegas areas and storage facilities at the Cedar City terminal with Sinclair, its joint venture partner, owning the remaining 25% interest. The pipeline has a capacity of 62,000 barrels per calendar day (based on gasoline equivalents). The pipeline was mechanically completed in November 2011.

Holly Energy Partners, L.P.

As of December 31, 2011, the Compa! ny owned ! a 42% interest in HEP, including the 2% general partner interest. HEP owns and operates logistic assets consisting of petroleum product and crude oil pipelines and terminal, tankage and loading rack facilities in the Mid-Continent, Southwest and Rocky Mountain regions of the United States. Revenues are generated by charging tariffs for transporting petroleum products and crude oil through its pipelines and by charging fees for terminalling petroleum products and other hydrocarbons, and storing and providing other services at its storage tanks and terminals. In additioin, HEP owns a 25% interest in the SLC Pipeline LLC (SLC Pipeline) that serves refineries in the Salt Lake City, Utah area. Revenues from the HEP segment are earned through transactions with unaffiliated parties for pipeline transportation, rental and terminalling operations, as well as revenues relating to pipeline transportation services provided for its refining operations. HEP has a 15-year pipelines and terminals agreement with Alon USA, Inc.

Advisors' Opinion:
  • [By Ben Levisohn]

    Yesterday, refiners like Phillips 66 (PSX) and Holly Frontier (HFC) got hammered after the so-called spread between US and European oil benchmarks narrowed to the tightest level since last October. What should investors do now?

  • [By Ben Levisohn]

    Shares of Valero Energy have dropped 0.9% to $49.47, while Marathon Petroleum (MPC) has gained 0.3% to $78.32, HollyFrontier (HFC) is little changed at $43.66 and Phillips 66 (PSX) has declined 0.5% to $79.58.

  • [By Ben Levisohn]

    Shares of refining stocks have had a tough week–so tough that Citigroup picked today to become more bullish on the group and upgrading HollyFrontier (HFC) and Marathon Petroleum (MPC).

Top 5 Oil Stocks To Own For 2014: SandRidge Permian Trust (PER)

SandRidge Permian Trust (the Trust) is a trust formed by SandRidge Energy, Inc. (SandRidge) to own royalty interests in 509 developed oil and natural gas wells located in Andrews County, Texas (the Producing Wells), and 888 oil and natural gas development wells to be drilled (the Development Wells) within an Area of Mutual Interest (AMI). The AMI consists of the Grayburg/San Andres formation in the Permian Basin in Andrews County, Texas. As of December 31, 2010, SandRidge held approximately 16,700 gross acres (15,900 net acres) in the AMI.The Underlying Properties consist of the working interest owned by SandRidge in the Permian Basin in Andrews County, Texas arising under leases and farmout agreements related to properties from which the PDP Royalty Interest and the Development Royalty Interest will be conveyed.

The royalty interest in the Producing Wells (PDP Royalty Interest) entitles the trust to receive 80% of the proceeds from the sale of production of oil, natural gas and natural gas liquids attributable to SandRidge's net revenue interest in the Producing Wells. The royalty interest in the Development Wells the (Development Royalty Interest) entitles the trust to receive 70% of the proceeds from the sale of oil, natural gas and natural gas liquids production attributable to SandRidge's net revenue interest in the Development Wells. As of March 31, 2011, after giving effect to the conveyance of the PDP Royalty Interest and the Development Royalty Interest to the trus, the total reserves estimated to be attributable to the trust were 21.8 million barrels of oil equivalent (MMBoe). This amount includes 5.8 MMBoe attributable to the PDP Royalty Interest and 16.0 MMBoe attributable to the Development Royalty Interest. The reserves consist of 96% liquids (87% oil and 9% natural gas liquids) and 4% natural gas.

SandRidge is an independent oil and natural gas company concentrating on development and production activities related to the exploitation of its significant holdings! in West Texas and the Mid-Continent area of Oklahoma and Kansas. SandRidge operates all of the Producing Wells. SandRidge owns a majority working interest in substantially all of the locations, on which it focuses to drill the Development Wells, and focuses to operate such wells. SandRidge Exploration and Production, LLC (SandRidge E&P) is a wholly owned subsidiary of SandRidge.

The Underlying Properties are located in the greater Fuhrman-Mascho field area, a region in Andrews County, Texas that primarily produces oil from the Grayburg/San Andres formation within the Permian Basin. SandRidge operates three drilling rigs within the AMI and, as of March 31, 2011, had drilled 101 wells. Within the AMI, SandRidge operates 509 wells and has 888 proven undeveloped locations as of March 31, 2011. These 888 proven locations are a combination of 5-acre, 10-acre and 20-acre infill spacing locations. As of March 31, 2011, average daily production from the Underlying Properties was approximately 3,400 barrel of oil equivalent per day (Boe/d).

Permian Basin

The Permian Basin extends throughout southwest Texas and southeast New Mexico over an area approximately 250 miles wide and 300 miles long. It is an oil producing basin in the United States. As of December 31, 2010, SandRidge operated approximately 2,600 gross producing wells in the Permian Basin, with an average working interest of 94%. In March 2011, SandRidge's average daily net production in the Permian Basin was approximately 29,600 Boe/d. SandRidge was operating 16 rigs in the basin as of March 31, 2011. SandRidge drilled 484 wells in this area during the year ended December 31, 2010.

Fuhrman-Mascho Field

The Fuhrman-Mascho field is located near the center of the Central Basin Platform in the Permian Basin. The field produces from the Grayburg/San Andres formation from average depths of approximately 4,000 to 5,000 feet. The Fuhrman-Mascho field is a producing field in the Permian Basin and! it has p! roduced approximately 142 MMBoe as of December 31, 2010. During 2010, SandRidge operated eight drilling rigs in the area and has drilled 307 wells as of March 31, 2011.

Advisors' Opinion:
  • [By Matt DiLallo]

    The problem here is that SandRidge has been�dependent�on asset sales and its running out of assets to sell. In addition to the Permian sale, SandRidge has now taken three royalty trusts public. One consisting of Permian Basin assets, SandRidge Permian Trust (NYSE: PER  ) and two consisting of Mississippian assets, SandRidge Mississippian Trust I (NYSE: SDT  ) and SandRidge Mississippian Trust II (NYSE: SDR  ) . While SandRidge still owns a portion of each trust, it likely will continue to sell off its ownership stake in each trust as well as other assets it still owns. At some point SandRidge will need to live within its oil and gas cash flows, otherwise, its not worth owning.�

Top 5 Oil Stocks To Own For 2014: Sanchez Energy Corp (SN)

Sanchez Energy Corporation, incorporated on August 22, 2011, is an independent exploration and production company. The Company is focused on the acquisition, exploration and development of unconventional oil and natural gas resources onshore along the United States Gulf Coast, primarily in the Eagle Ford Shale in South Texas. The Company also has a position in the Tuscaloosa Marine Shale in Mississippi and Louisiana. As of December 31, 2012, the Company had accumulated approximately 95,000 net leasehold acres in the oil and condensate, or black oil and volatile oil, windows of the Eagle Ford Shale in Gonzales, Zavala, Frio, Fayette, Lavaca, Atascosa, Webb and DeWitt Counties of South Texas. The Company's Eagle Ford Shale acreage is consists of approximately 9,700 net acres in Gonzales County, Texas, which the Company refers to as its Palmetto area, approximately 28,400 net acres in Zavala and Frio Counties, Texas, which the Company refers to as its Maverick area, and approximately 57,100 net acres in Fayette, Lavac.

The Company owns all rights and depths on the majority of its Eagle Ford Shale acreage. The Company is evaluating other zones, which may present the Company with additional drilling locations. Several of the Company's existing wells are either producing from or have logged pay in the Buda Limestone and the Austin Chalk formations.

Eagle Ford Shale

The Eagle Ford Shale is one of the unconventional shale trends in North America. In the Eagle Ford Shale, the Company has assembled approximately 95,000 net acres with an average working interest of approximately 87%. Using approximately 120 acre well-spacing for the Company's Maverick and Marquis areas and approximately 80 acre well-spacing for its Palmetto area, the Company believes that there could be up to 973 gross (815 net) locations for potential future drilling on its acreage.

In the Company's Palmetto area, the Company has approximately 9,700 net acres in Gonzales County, Texas with an! average working interest of approximately 48%. The Company has participated in the drilling of 16 gross wells on its acreage that had an average initial 24-hour production rates between 502 and 3,139 barrels of oil equivalent per day . The Company has identified up to 237 gross (113 net) locations based on 80 acre well-spacing for potential future drilling in its Palmetto area. The Company is drilling a five-well pilot program from a single pad to test 40 acre well-spacing in its southern portion of the Palmetto area, and Ryder Scott has given the Company 80 acre well-spaced PUD locations in the same area in its December 31, 2012 reserve report.

In the Company's Maverick area, the Company has approximately 28,400 net operated acres in Zavala and Frio Counties, Texas with an average working interests of approximately 87%. The Company has drilled ten gross horizontal wells that had a range of average initial 24-hour production rates between 214 and 931 barrels of oil equivalent per day . The Company has also drilled four vertical wells that had average initial 24-hour rates between 94 and 264 barrels of oil equivalent per day . The Company tests the feasibility of a vertical well development program and compare horizontal and vertical completion economic returns. The Company has identified up to 264 gross (230 net) locations based on 120 acre well-spacing for potential future drilling on its Maverick acreage.

In the Company's Marquis area, the Company has approximately 57,100 net operated acres, the majority of which are in southwest Fayette and northeast Lavaca Counties, Texas with a 100% working interest. The Company has drilled three horizontal wells that had a range of average initial 24-hour production rates between 1,114 and 1,369 barrels of oil equivalent per day . The Company has identified up to 472 gross and net locations based on 120 acre well-spacing for potential future drilling on its Marquis acreage. The Company is also drilling a 60 acre well-spacing test in the! western ! Prost area of its Marquis area.

Other

The Company has approximately 1,000 net acres in the Haynesville Shale in Natchitoches Parish, Louisiana, which are operated by Chesapeake Energy Corporation. The majority of the Company's Haynesville leases are held by production, giving the Company and its partners the option to accelerate drilling should natural gas prices increase.

The Company competes with Chesapeake Energy Corporation, Marathon Oil Corporation, EOG Resources, Inc., Halcon Resources Corporation, Penn Virginia Corporation and Magnum Hunter Resources Corporation.

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

    Sanchez Energy Corp. (NYSE: SN) was initiated with a Buy rating and $31 price target at Canaccord Genuity.

    Trina Solar Ltd. (NYSE: TSL) was raised to Outperform with a $10 price target at Cowen & Co. after earnings yesterday. Note that there were two other analyst upgrades yesterday as well after the report.

  • [By Tom Armistead]

    We're attracted to opportunities like Sanchez Energy Corp. (SN) and Bellatrix Exploration Ltd. (TSX:BXE).

    Sanchez went public just a couple years ago. It had a decent-sized position in the Eagle Ford, which it has grown to over 125,000 acres��retty sizeable for a small-cap. Sanchez was producing 600 barrels of oil equivalent per day (600 boe/d); now it's over 12,000 boe/d and should be around 15,000-17,000 by the end of the year.

  • [By Ben Levisohn]

    Shares of Penn Virginia have gained 6.2% to $15.02 today at 3:03. p.m., while Sanchez Energy (SN) has risen 5.6% to $30.92, EQT Corp (EQT) has advanced 1.1% to $101.94 and EOG Resources (EOG) is up 1.7% at $180.99.

Top 5 Oil Stocks To Own For 2014: Range Resources Corporation(RRC)

Range Resources Corporation, an independent natural gas company, engages in the acquisition, exploration, and development of natural gas properties primarily in the Appalachian and southwestern regions of the United States. The company?s Appalachian region drilling and producing activities include tight-gas, shale, coal bed methane, and conventional natural gas and oil production in Pennsylvania, Virginia, Ohio, and West Virginia. It owns 4,969 net producing wells, approximately 2,750 miles of gas gathering lines, and approximately 1.8 million gross acres under lease. The company?s Southwestern drilling and producing activities cover the Barnett Shale of North Texas, the Permian Basin of West Texas and eastern New Mexico, the East Texas Basin, the Texas Panhandle, and the Anadarko Basin of Western Oklahoma. It owns 1,954 net producing wells, as well as approximately 886,000 gross acres under lease. As of December 31, 2010, Range Resources Corporation had had 4.4 Tcfe of pr oved reserves. It sells gas to utilities, marketing companies, and industrial users. The company was formerly known as Lomak Petroleum, Inc. and changed its name to Range Resources Corporation in 1998. Range Resources Corporation was founded in 1975 and is headquartered in Fort Worth, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    Finally, on the energy front, 2013 has been a reversal of fortune, with natural gas prices climbing but oil prices slumping. That trend has been good for more gas-concentrated companies Range Resources (NYSE: RRC  ) and Ultra Petroleum (NYSE: UPL  ) , but for many players that moved away from gas production to stress more lucrative oil, the new environment has them feeling whipsawed. Overall, better global growth will likely be necessary to drive energy prices higher.

  • [By Lee Jackson]

    Range Resources Corp. (NYSE: RRC) is the other name that the Merrill Lynch team favors. Strong production gains in its Marcellus wells are adding to overall gains that could drive revenues higher in 2014. Investors are paid a very small 0.2% dividend. Merrill Lynch has a $100 price target, but the consensus is much lower at $90. Shares�closed Monday at $83.08.

  • [By Jon C. Ogg]

    Range Resources Corporation (NYSE: RRC) was started as a Buy with a $93 price target based upon it having much more running room in the Marcellus shale region. Canaccord thinks there is 22% upside here.

Top 10 Logistics Stocks To Watch For 2015

Among the companies with shares expected to actively trade in Wednesday’s session are Aramark Holdings Corp.(ARMK), C.H. Robinson Worldwide Inc.(CHRW) and Merck(MRK) & Co.

Aramark said its fiscal first-quarter earnings rose 4.5% as the food-services company posted broad-based revenue growth in its first report as a public company. Results beat estimates, pushing shares up 6% to $26.50 premarket.

C.H. Robinson’s fourth-quarter profit fell 64% as the transportation and logistics company’s truckload net revenue margin fell amid higher costs per-mile. Results missed Wall Street’s expectations, sending shares down 8.1% to $53.88 premarket.

Merck said its fourth-quarter earnings fell 14% on weaker sales as the drugmaker also was hit by expenses related to its cost-cutting efforts. Results missed estimates, and the company’s sales outlook for the year was weak. Shares rose 1.6% to $54.36 premarket as the company also said it entered three separate collaboration agreements with other drugmakers to evaluate its investigational MK-3475 immunotherapy cancer treatment.

Top 10 Logistics Stocks To Watch For 2015: Kennametal Inc. (KMT)

Kennametal Inc. manufactures and supplies tooling, engineered components, and advanced materials consumed in production processes worldwide. The company operates in two segments, Industrial and Infrastructure. It offers standard and customized technologies for metalworking, such as metal cutting tools, tooling systems, and services, as well as materials, including cemented tungsten carbide products, super alloys, coatings, and investment castings. It also manufactures and markets a line of tool holders, tool-holding systems, and rotary-cutting tools by machining and fabricating steel bars and other metal alloys; and tungsten powders, tungsten heavy alloys, tungsten carbide materials, and tungsten carbide cutting tools. In addition, the company produces compacts and metallurgical powders; products made from tungsten carbide or other hard materials that are used for custom-engineered and applications, including mining and highway construction; and engineered components and s urface technology solutions with proprietary metal cladding capabilities, as well as process technology and materials that focus on component deburring, polishing, and effecting controlled radii. The Industrial segment serves customers primarily in the aerospace, defense, transportation, and general engineering market sectors, as well as the machine tool industry; and offers its products and services for use in the manufacture of engines, airframes, automobiles, trucks, ships, and various types of industrial equipment. The Infrastructure segment serves customers in energy and earthworks sectors who support primary industries, such as oil and gas; power generation; food and beverage; chemicals; underground, and surface and hard-rock mining, highway construction, and road maintenance. The company sells its products through direct sales force; network of independent distributors and sales agents; and Internet. Kennametal Inc. was founded in 1938 and is headquartered in Latrobe, Pennsylvania.

Advisors' Opinion:
  • [By Monica Wolfe]

    Kennametal (KMT)

    Richard Snow (Trades, Portfolio)�� fifth largest position is in Kennametal where he holds on to 1,872,839 shares of the company�� stock. This position represents 3.3% of his total portfolio as well as 2.41% of the company�� shares outstanding.

Top 10 Logistics Stocks To Watch For 2015: Guggenheim Enhanced Equity Income Fund (GPM)

Old Mutual/Claymore Long-Short Fund (the Fund) is a diversified, closed-end management investment company. The Fund�� primary investment objective is to provide a high level of current income and current gains. The Fund�� secondary investment objective is to provide long-term capital appreciation. The Fund invests in a portfolio of equity securities and by selling securities short in the S&P 500 Index that it believes will under perform relative to the average stock in the S&P 500. The Fund will also write (sell) call options on equity indexes and, to a lesser extent, on individual securities held in the Fund�� portfolio.

The Fund�� investment adviser is Claymore Advisors, LLC. Analytic Investors, Inc. (Analytic) is the Fund�� sub-adviser. It invests in various sectors, including financials, information technology, industrials, healthcare, consumer discretionary, consumer staples, energy, materials, utilities and telecommunications.

Advisors' Opinion:
  • [By Chuck Carnevale]

    Next, I turned to an evaluation of gross profit margin (gpm), net profit margin (npm), return on assets (roa), return on equity (roe) and return on invested capital (roi). The example below only includes gross and net profit margin, however, I review data on all the metrics stated above.

5 Best Small Cap Stocks To Buy Right Now: Cabot Oil & Gas Corporation(COG)

Cabot Oil & Gas Corporation operates as an independent oil and gas company in the United States. The company engages in the development, exploitation, exploration, production, and marketing of natural gas, crude oil, and natural gas liquids. It holds reserves in north region comprising Appalachian and Rocky Mountains areas; and south region consisting of Anadarko basin with Texas and Louisiana areas. The company also transports, stores, gathers, and purchases natural gas for resale. As of December 31, 2010, it had proved reserves of approximately 2,761 billion cubic feet of natural gas equivalents. The company was founded in 1989 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Matt DiLallo]

    The other concern is that methane gas from a well could end up in drinking water. A few years ago, a well drilled by�Cabot Oil & Gas� (NYSE: COG  ) �in Dimock, Pa., had been linked to being the root cause of methane gas found in water wells in that town. However, the industry has gone to great lengths to ensure the safety of the drilling of wells in an effort to completely mitigate these concerns. The industry continues to improve the well completion process, with safety being a very high priority for the industry.�

  • [By Vanina Egea]

    Growing global economic recovery continues to place oil and gas explorers and explorers under pressure. Although recovery across the globe is unequal, energy demand rises steadily. While the most dramatic change in indicators has been recorder for North America, Europe struggles to find its north. Meanwhile, the Chinese economy returns to normal growth indicators. In addition to the pressure from developed economies over energy supplies, the Middle East and Africa fall prey to political uncertainty, scaring away foreign investors. The so called Arab Spring, and continued attacks to assets located in Africa, left many energy producing countries out of the business momentarily. Hence, others regions became more attractive as the proper equipment became available. For example, shale reserves in the US or Argentina. And, even the Chinese government took interest in the exploration of unconventional reserves. One company with important presence in North America is Cabot Oil and Gas (COG).

Top 10 Logistics Stocks To Watch For 2015: Lance Inc.(LNCE)

Snyder?s-Lance, Inc. manufactures, markets, and distributes snack food products primarily in the United States. Its products include pretzels, sandwich crackers, kettle chips, cookies, potato chips, tortilla chips, other salty snacks, sugar wafers, nuts, and restaurant style crackers. The company sells its products principally under the Snyder?s of Hanover, Lance, Cape Cod, Krunchers!, Jays, Tom?s, Archway, Grande, Stella D?oro, O-Ke-Doke, EatSmart, and Padrinos brand names. It also purchases and sells cakes, meat snacks, and candy under its brands, as well as partner brand products for resale. Snyder?s-Lance, Inc. sells its products through direct-store-delivery network, distributors, and direct sales to grocery/mass merchandisers, convenience stores, club stores, discount stores, food service establishments, drug stores, schools, military and government facilities, recreational facilities, offices, and other independent retailers. The company was formerly known as L ance, Inc. and changed its name to Snyder?s-Lance, Inc. in December 2010. Snyder?s-Lance, Inc. was founded in 1912 and is headquartered in Charlotte, North Carolina with additional offices in Hanover, Pennsylvania.

Advisors' Opinion:
  • [By Rich Duprey]

    As part of snack food maker�Snyder's-Lance's� (NASDAQ: LNCE  ) first-quarter earnings report today,�it�announced the payment�of its regularly quarterly dividend of $0.16 per share.

  • [By Alex Planes]

    At a quarter the size of Snyder's-Lance (NASDAQ: LNCE  ) , Diamond could actually be a buyout candidate in its own right, assuming its larger competitors can come to trust its accounting. It would be an easy acquisition for either Kellogg or General Mills� (NYSE: GIS  ) , neither of which has any notable nut or popcorn brands to speak of.

Top 10 Logistics Stocks To Watch For 2015: Uroplasty Inc (UPI)

Uroplasty, Inc., incorporated in January 1992, is a medical device company that develops, manufactures and markets products for the treatment of voiding dysfunctions. The Company�� primary focus is on two products: the Urgent PC Neuromodulation system and Macroplastique Implants. The Urgent PC system is a United States Food and Drug Administration (FDA)-approved minimally invasive, office-based neuromodulation therapy for the treatment of overactive bladder (OAB) and associated symptoms of urinary urgency, urinary frequency, and urge incontinence; and Macroplastique Implants a urethral bulking agent for the treatment of adult female stress urinary incontinence primarily due to intrinsic sphincter deficiency (ISD). Outside of the United States, the Company�� Urgent PC is also approved for treatment of fecal incontinence, and Macroplastique is also approved for treatment of male stress incontinence and vesicoureteral reflux.

Urgent PC Neuromodulation System

Using a small-gauge needle electrode inserted above the ankle, the Urgent PC System delivers electrical impulses to the tibial nerve that travel to the sacral nerve plexus, a control center for pelvic floor and bladder function. Components of the Urgent PC system include a hair-width needle electrode, a lead set, and an external, handheld, battery-powered stimulator. For each 30-minute, office-based therapy session, the physician or other qualified healthcare provider inserts the needle electrode in the patient�� lower leg and connects the electrode to the stimulator. Typically, a patient undergoes 12 consecutive weekly treatment sessions, with follow-up maintenance treatments as required to sustain the therapeutic effect. The Company has received regulatory clearances for sale of the Urgent PC system in the United States, Canada and Europe. It also has launched its second generation Urgent PC system.

Macroplastique

Macroplastique is designed to restore the patient�� urinary contine! nce immediately following treatment. Macroplastique is a soft-textured, permanent implant injected, under endoscopic visualization, around the urethra distal to the bladder neck. It is a composition of heat vulcanized, solid, soft, irregularly shaped polydimethylsiloxane (solid silicone elastomer) implants suspended in a biocompatible excretable carrier gel. Macroplastique does not degrade, is not absorbed into surrounding tissues and does not migrate from the implant site. The Company has sold Macroplastique for several urological indications in over 40 countries outside the United States.

Other Uroplasty Products

The Company markets outside of the United States minimally invasive products to address fecal incontinence. Its PTQ Implants offer minimally invasive, soft-textured permanent implant for treatment of fecal incontinence. The PTQ Implants are implanted circumferentially into the submucosa of the anal canal, creating a bulking and supportive effect similar to that of Macroplastique injection for the treatment of stress urinary incontinence. The PTQ is Conformite Europeenne (CE) marked and is sold outside the United States in various international markets. The Urgent PC is also CE marked and sold outside of the United States for the treatment of fecal incontinence. In addition to urological applications, the Company markets its tissue bulking material outside the United States for otolaryngology vocal cord rehabilitation applications under the trade name VOX Implants. In the Netherlands and the United Kingdom only, the Company distributes certain wound care products in accordance with a distributor agreement.

The Company competes with Pfizer Inc., Johnson and Johnson, Novartis, Allergan, GlaxoSmithKline, Carbon Medical Technologies, BioForm, Inc., Q-Med AB and Contura.

Advisors' Opinion:
  • [By Lisa Levin]

    Uroplasty (NASDAQ: UPI) shares reached a new 52-week high of $5.22 after the company reported strong Q3 results.

    Juniper Networks (NYSE: JNPR) shares gained 8.23% to touch a new 52-week high of $28.15 after the company reported better-than-expected fourth-quarter results. Barclays upgraded the stock from Equalweight to Overweight and lifted the price target from $29.00 to $34.00.

Top 10 Logistics Stocks To Watch For 2015: Splunk Inc (SPLK)

Splunk Inc. (Splunk) provides a software platform. Splunk�� software collects and indexes data regardless of format or source, and enables users to search, correlate, analyze, monitor and report on this data, all in real time. Its software is designed to help users in various roles, including information technology (IT) and business professionals, analyze machine data and realize real-time visibility into and about their organization's operations. The core of its software is a machine data engine, comprised of collection, indexing, search and data management capabilities. Its software can collect and index terabytes of information daily, irrespective of format or source. As of January 31, 2012, the Company had approximately 3,700 customers.

The Company�� software enables users to identify problems, get answers and gain new business insights and intelligence from machine data across their globally distributed enterprise all through one platform. Its software contains features and functionality, such as Universally collect, index, store and archive any machine data, from any source, search and investigate, user-friendly interface, knowledge store, monitor and alert, report and analyze, custom dashboards and views, platform extensibility, role-based access and controls.

The Company competes with BMC Software, Inc., CA, Compuware, HP, IBM, Intel, Microsoft Corporation, Quest Software, Adobe Systems, Google, Webtrends, EMC, Oracle and SAP.

Advisors' Opinion:
  • [By Matt Jarzemsky]

    The start of the year saw a spate of similar offerings, including equity sales by advertising-technology firm Rocket Fuel Inc.(FUEL), data-analysis firm Splunk Inc.(SPLK) and human-resources software maker Workday Inc.

  • [By Eric Bleeker, CFA]

    There are two different ways to play the Internet of Things: vertically and horizontally. CalAmp (NASDAQ: CAMP  ) is the vertical strategy; Splunk (NASDAQ: SPLK  ) is horizontal.

  • [By Matt Jarzemsky]

    Splunk Inc.(SPLK), one of 2012�� hottest initial public offerings, has another stock sale on deck.

    The deal by the data-analysis software maker follows well-received offerings by software makers Workday Inc.(WDAY) and Cvent Inc.(CVT) last week, suggesting investor interest in cloud computing and ��ig data��analysis remain high. Those deals bucked the broader market�� sluggish tone, with indexes little changed out of the gate this year and many strategists predicting muted returns after 2013�� rally.

  • [By John Udovich]

    As cyber theft and hacking continues to grow, mir or small cap stocks like Splunk Inc (NASDAQ: SPLK), Imation Corp (NYSE: IMN) and Staffing 360 Solutions Inc (OTCBB: STAF)�are some overlooked, indirect or just plain interesting plays on cybersecurity that investors might want to take note of:

Top 10 Logistics Stocks To Watch For 2015: GP Strategies Corp (GPX)

GP Strategies Corporation (GP Strategies), incorporated in 1966, is a global performance improvement solutions provider of sales and technical training, e-learning solutions, management consulting and engineering services. The Company operates in five segments: Learning Solutions, Professional & Technical Services, Sandy Training & Marketing, RWD and Energy Services. Its clients include companies and governmental and other commercial customers in a variety of industries. It serves companies in the automotive, steel, oil and gas, power, chemical, electronics and technology, manufacturing, software, financial, retail, healthcare and food and beverage industries, as well as government agencies. On December 31, 2011, GP Strategies Corporation merged with and into its operating subsidiary, General Physics Corporation (General Physics). On August 1, 2011, the Company acquired TK Holdings Ltd and its subsidiary Beneast Training Ltd. In September 2012, the Company acquired Rovsing Dynamics. In October 2012, it acquired BlessingWhite. In June 2013, the Company announced that it has acquired Prospero Learning Solutions. In June 2013, GP Strategies Corp announced that it has acquired Lorien Engineering Solutions (LES).

On April 15, 2011, the Company acquired the consulting business of RWD Technologies, LLC (RWD). On April 1, 2011, the Company acquired Ultra Training Ltd. On February 1, 2011, through its wholly owned subsidiaries in Hong Kong and Shanghai, the Company acquired the training business and certain related assets of Cathay/Communication Consulting Limited. The Company conducts its business outside of the United States in over 40 countries primarily through its wholly owned subsidiaries located in the United Kingdom, France, Germany, Canada, Mexico, Colombia, Singapore, China and India. As of December 31, 2011, the Company operates in five segments: Learning Solutions, Professional & Technical Services, Sandy Training & Marketing (Sandy), RWD and Energy Services. On October 1, 2011, the C! ompany made two management reporting changes, which resulted in a change to its segments. The Learning Solutions group and the Europe group, which were both formerly part of the Manufacturing & BPO segment are aggregated into a separate segment named Learning Solutions. In addition, the Manufacturing group, which was also part of the Manufacturing & BPO segment, assumed management responsibility for the former Process & Government group and this newly combined group is a separate reportable segment named Professional & Technical Services.

The Company offers a range of training business process outsourcing (BPO) services, including design, delivery and global management of comprehensive learning programs, to national and multinational businesses and government organizations and can deliver its services individually or as a complete, integrated training solution. The Company�� consulting, engineering, and technical support services range from traditional business consulting, which include lean enterprise consulting services, to specialized engineering and technical support services, such as design and evaluation services regarding facilities, processes and systems. The Company�� consulting and engineering customers typically operate in industries, such as oil and gas, power, chemical, aerospace, transportation and manufacturing industries, and include customers, such as Pratt & Whitney, General Dynamics Corporation, Rockwell Automation, Luminant Energy, NRG Energy and Ameren Energy.

Learning Solutions

The Learning Solutions segment delivers training, curriculum design and development, e-Learning services, system hosting, training business process outsourcing and consulting services primarily to companies in the electronics and semiconductors, healthcare, software, financial and other industries as well as to government agencies. This segment�� ability to deliver a range of training services on a global basis allows it to take over the entire learning function f! or the cl! ient, including their training personnel.

Professional & Technical Services

The Professional & Technical Services segment is engaged in providing training, consulting, engineering and technical services, including lean consulting, emergency preparedness, safety and regulatory compliance, chemical demilitarization and environmental services primarily to companies in the manufacturing, steel, pharmaceutical and petrochemical industries, federal and state government agencies and government contractors. This segment also provides services to users of alternative fuels, including designing and constructing liquefied natural gas (LNG) and hydrogen fueling stations, as well as supplying fuel and equipment.

Sandy Training & Marketing

The Sandy segment provides custom product sales training and serving manufacturing customers in the United States automotive industry. Sandy provides custom product sales training designed to better educate customer sales forces with respect to new vehicle features and designs, in effect rapidly increasing the sales force knowledge base and enabling them to address detailed customer queries. In addition, Sandy helps its clients assess their customer relationship marketing (CRM) strategy, measure performance against competitors and connect with their customers on a one-to-one basis. This segment also provides technical training services to automotive customers.

RWD

The RWD segment provides human capital management and information technology (IT) consulting services, end user training, change management, knowledge management and operator effectiveness management solutions. The Segment operates in industries, such as manufacturing, aerospace, healthcare, life sciences, consumer products, financial, telecommunications, services and higher education, as well as the public sector.

Energy Services

The Energy Services segment provides engineering services, products and training primarily! to elect! ric power utilities. The Company�� EtaProTM Performance Monitoring and Optimization System provides a suite of performance solutions for power generation plants and is installed at approximately 900 power generating units in over 30 countries. In addition to providing custom training solutions, this segment provides Web-based training through its GPiLearn portal to over 30,000 power plant personnel in the United States and in over 40 countries.

The Company provides custom training services and products to support existing, as well as the launch of new, plants, products, equipment, technologies and processes. The range of services includes fundamental analysis of a client�� training needs, curriculum design, instructional material development (in hard copy, electronic/software or other format), information technology service support and delivery of training. Training products include custom instructor and student training manuals, and instructional materials suitable for Web-based and blended learning solutions. The Company�� instructional delivery capabilities include traditional classroom, structured on-the-job training (OJT), just-in-time methods, computer-based, Web-based, video-based and the spectrum of e-Learning technologies.

The Company provides end-to-end business process outsourcing solutions, including the management of its customers training departments, as well as administrative processes, such as tuition assistance program management, vendor management, call center / help desk administration and learning management system (LMS) administration. The Company�� training BPO services encompass a spectrum of learning engagements from transactional multi-week assignments focused on a single aspect of a learning process to multi-year contracts where it manages the learning infrastructure of its customer. In addition, the Company automates a huge amount of its customers tuition reimbursement programs by utilizing its own software.

The consulting servi! ces inclu! de not only training-related consulting services, but also traditional business management, engineering and other disciplines. The Company also provides engineering consulting services to support regulatory and environmental compliance, modification of facilities and processes, plant performance improvement, reliability-centered maintenance practices and plant start-up activities. Consulting services also include IT consulting and enterprise resource planning (ERP) implementation services, operations continuity assessment, planning, training and procedure development. Consulting products include training and reference materials.

The technical support services include procedure writing and configuration control for capital intensive facilities, plant start-up assistance, logistics support (inventory management and control), implementation and engineering assistance for facility or process modifications, facility management for high technology training environments, staff augmentation and help-desk support for standard and customized client desktop applications. Technical support products include the Company�� EtaPRO and Virtual Plant software applications that serve the power generation industry.

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 GP Strategies (NYSE: GPX  ) , whose recent revenue and earnings are plotted below.

Top 10 Logistics Stocks To Watch For 2015: QSC AG (QSC)

QSC AG is a Germany-based telecommunications provider that offers enterprise customers and resellers a range of broadband communication services, from site networking to voice and data services. The Company operates in three business segments: Direct Sales; Indirect Sales, and Resellers. The Direct Sales segment (former Managed Services) focuses on larger and mid-size enterprises, and includes the business of subsidiaries INFO AG and IP Partner. The Indirect Sales segment focuses on regional partners that offer a portfolio of Information and Communication Technology (ICT) products, solutions and services, including Internet Service Providers (ISP), as well as voice and data services. The Resellers segment focuses on ISPs and telecommunication carriers that do not have an infrastructure of their own and primarily address residential customers. The Resellers segment also includes conventional voice business. In August 2013, it merged with INFO AG. Advisors' Opinion:
  • [By Jonathan Morgan]

    QSC AG (QSC), a provider of telephony and data services to small and medium-sized businesses, jumped 9.5 percent after posting an increase in quarterly net income. Deutsche Boerse AG (DB1) retreated 2.7 percent after Equinet Bank AG downgraded the shares to sell.

Top 10 Logistics Stocks To Watch For 2015: ARIAD Pharmaceuticals Inc.(ARIA)

ARIAD Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of small-molecule drugs for the treatment of cancer. The company?s lead cancer product, ridaforolimus is being studied in multiple clinical trials in patients with various types of cancers, including metastatic sarcomas, breast cancer, endometrial cancer, prostate cancer, and non-small cell lung cancer. Its product pipeline also includes ponatinib, a pan BCR-ABL inhibitor in phase 2 clinical trial for applications in various hematological cancers and solid tumors; and AP26113, an anaplastic lymphoma kinase inhibitor in preclinical studies for the treatment of various cancers, including non-small cell lung cancer, lymphoma, and neuroblastoma. In addition, the company focuses on a drug discovery program centered on small-molecule therapies that are molecularly targeted to cell-signaling pathways implicated in cancer. Further, it licenses its ARGENT cell-sign aling regulation technologies to pharmaceutical and biotechnology companies to develop and commercialize therapeutic products, and to conduct drug discovery research. The company has collaboration and license agreements with Merck & Co., Inc. for the development, manufacture, and commercialization of ridaforolimus; and license agreements with Medinol Ltd. and ICON Medical Corp. to develop and commercialize stents and other medical devices to deliver ridaforolimus to prevent restenosis of injured vessels. ARIAD Pharmaceuticals, Inc. was founded in 1991 and is based in Cambridge, Massachusetts.

Advisors' Opinion:
  • [By Paul Ausick]

    Stocks on the Move: Ariad Pharmaceuticals Inc. (NASDAQ: ARIA) is up 35.7% at $5.13. Camtek Inc. (NASDAQ: CAMT) is up 71.7% at $4.55 after saying that a 3D printer is coming next year from the company. Sungy Mobile Ltd. (NASDAQ: GOMO) is up 28.8% at $17.19 after last Friday�� IPO. InterCloud Systems Inc. (NASDAQ: ICLD) is down 28.2% at $9.20.

Top 10 Logistics Stocks To Watch For 2015: Solutia Inc(SOA)

Solutia Inc. and its subsidiaries manufacture performance materials and specialty chemicals used in various consumer and industrial applications. The company?s Advanced Interlayers segment provides polyvinyl butyral (PVB) sheet that is used in the manufacture of laminated glass for automotive and architectural applications, and as an encapsulant in photovoltaic applications primarily under the SAFLEX name; ethyl vinyl acetate films under the VISTASOLAR name for photovoltaic module encapsulation; and specialty intermediate PVB resin and plasticizer products under the BUTVAR name. Its Performance Films segment manufactures solar control, decorative, safety and security window films for aftermarket automotive and architectural applications under the LLUMAR, V-KOOL, H�ER OPTIK, VISTA, GILA, and FORMULA ONE HIGH PERFORMANCE AUTOMOTIVE TINT names; and advanced film components that are used in electronics and energy industrial products under the FLEXVUE name. The company?s Te chnical Specialties segment manufactures and sells chemicals for the rubber, solar energy, process manufacturing, and aviation industries. This segment offers insoluble sulfur under the CRYSTEX name; and antidegradants, which are used in pneumatic tire components, solid tires, belts, hoses, cables, automotive mounts, bushings, and general mechanical products under the SANTOFLEX name. This segment also provides heat transfer fluids that are used for indirect heating or cooling of chemical processes in various types of industrial equipment and in solar energy power systems under the THERMINOL name; and aviation hydraulic fluids for airline airframe manufacturers and aviation maintenance facilities under the SKYDROL name. The company sells its products to end users in various industries through distributors and franchisees, as well as through its sales force in the United States, Europe, the Asia Pacific, and internationally. Solutia Inc. was founded in 1901 and is headquartere d in St. Louis, Missouri.

Advisors' Opinion:
  • [By Holly LaFon]

    His largest new buys in the first quarter are: Penn Virginia Group Holdings LP (PVG), Wynn Resorts Ltd. (WYNN), Methanex Corp. (MEOH), Solutia Inc. (SOA) and Georgia Gulf (GGC). Of his top eight stocks, five are from the chemicals industry.