Tuesday, July 15, 2014

Top Shipping Companies To Invest In 2014

Two months ago, maritime shipping stocks FreeSeas Inc. (NASDAQ:FREE), NewLead Holdings Ltd (NASDAQ:NEWL), and DryShips Inc. (NASDAQ:DRYS) were all the rage; traders couldn't get enough of them. The spark for the new strength from DRYS, NEWL, and FREE was a strong - and somewhat surprising - bounce in Baltic Dry Index, which roughly measures the daily charter rate for maritime shipping vessels. It had risen from a low of 698 at the beginning of the year to above 1000 by July to a peak of 2113 in late September. Since these shipping companies had seen a tripling (in less than a year, mind you) of the prices they could charge customers, the rebounding interest in these stocks was certainly understandable. FreeSeas shares more than doubled in value during that time. DryShips nearly did the same. While NewLead Holdings Ltd didn't actually dole out any significant gain, it did draw a lot of new interest during that hot period as a potential "the next one to take off" idea.

Hot Healthcare Equipment Companies To Invest In 2015: Qlik Technologies Inc.(QLIK)

Qlik Technologies Inc. engages in the development, commercialization, and implementation of software products and related services for user-driven business intelligence that enables customers to make business decisions primarily in the Americas, Europe, the Asia-Pacific region, and Africa. It provides QlikView Business Discovery platform, which helps people create and share insights and analysis in groups and across organizations. Business users can explore data, ask and answer their own stream of questions, and follow their own path to insight on their own and in teams and groups. The company also offers maintenance and professional services. It sells its products to a range of industry verticals, including consumer packaged goods, financial services, pharmaceuticals, retail, manufacturing, technology, and healthcare through its direct sales force, as well as through an indirect channel partners comprising distribution partners, value-added resellers, system integrators, and original equipment manufacturers to license and support its software platform. The company was founded in 1993 and is headquartered in Radnor, Pennsylvania.

Advisors' Opinion:
  • [By Eric Volkman]

    Qlik Technologies (NASDAQ: QLIK  ) will have a new CFO once July rolls around. The company said that Tim MacCarrick is to take up the post on July 1. He replaces Bill Sorenson, who announced his departure from the firm in February. The two men will temporarily work together to "ensure a smooth transition," according to a company press release announcing the news.

  • [By Rich Smith]

    Radnor, Pa.-based Qlik Technologies (NASDAQ: QLIK  ) has purchased Sweden's NComVA AB, Qlik announced Monday.

    NComVA tech permits the display of business intelligence data "through table lens, radar plot, scatter matrix, parallel coordinate, tree map, and fish eye bars," and also "allows users to see how changes in data relate to each other and the passing of time."

  • [By Lee Jackson]

    Qlik Technologies Inc. (NASDAQ: QLIK) is a favorite at Baird and was recently upgraded to buy at Jefferies. The company engages in the development, commercialization and implementation of software products and related services for user-driven business intelligence that enables customers to make business decisions primarily in the Americas, Europe, the Asia-Pacific region and Africa. It provides the QlikView Business Discovery platform, which helps people create and share insights and analysis in groups and across organizations. Its strength in business analytics and financial services may bode well after the IBM issues. The Baird price target for the stock is $33, and the consensus number is at $32.27. The stock closed Wednesday at $28.60.

Top Shipping Companies To Invest In 2014: Guggenheim Multi-Asset Income ETF (CVY)

The Guggenheim Multi-Asset Income ETF (the Fund), formerly Claymore/Zacks Multi-Asset Income Index ETF, seeks investment results that correspond generally to the performance of an equity index called the Zacks Multi-Asset Income Index (the Index). The Index consists of approximately 125 to 150 securities selected, based on investment and other criteria, from a universe of domestic and international companies. The universe of securities within the Index includes United States-listed common stocks, American depositary receipts (ADRs) paying dividends, real estate investment trusts, master limited partnerships, closed-end funds and traditional preferred stocks. The companies in the universe are selected using a methodology developed by the index provider, Zacks Investment Research, Inc. The Fund, using a passive or indexing investment approach, seeks to replicate the performance of the Index. The Fund�� investment advisor is Claymore Advisors, LLC. Advisors' Opinion:
  • [By Genia Turanova]

    Moreover, investors can do one-stop shopping for most income classes through a single ETF as well. One interesting choice here is Guggenheim Multi-Asset Income (CVY).

Top Shipping Companies To Invest In 2014: Southern Copper Corporation(SCCO)

Southern Copper Corporation engages in mining, exploring, producing, smelting, and refining copper and other minerals in Peru, Mexico, and Chile. It is involved in the mining, milling, and flotation of copper ore to produce copper and molybdenum concentrates; smelting of copper concentrates to produce anode copper; and refining of anode copper to produce copper cathodes, as well as refined silver. The company operates Toquepala and Cuajone mines in the Andes Mountains located southeast of the city of Lima, Peru, as well as a smelter and refinery in the coastal city of Ilo, Peru. It also operates La Caridad and Buenavista copper mines, and smelting and refining plants in Mexico. In addition, the company operates five underground mines that produce zinc, copper, lead, silver, and gold; a coal mine which produces coal and coke; and a zinc refinery. Further, it has 145,064 hectares of mineral rights in Peru; 176,250 hectares of exploration concessions in Mexico; 1,068 hectares of exploration concessions in Argentina; 35,958 hectares exploration concessions in Chile; and 2,544 hectares of exploration concessions in Ecuador. The company was founded in 1952 and is based in Phoenix, Arizona. Southern Copper Corporation is a subsidiary of Americas Mining Corporation.

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

    Among the sector stocks, Amyris (NASDAQ: AMRS) was down more than 4.5 percent, while Southern Copper (NYSE: SCCO) tumbled around 6.3 percent.

    Top Headline
    Big Lots (NYSE: BIG) reported better-than-expected fourth-quarter earnings. For the new fiscal year, Big Lots expects earnings from continuing operations of $2.25 to $2.45 per share, versus analysts' estimates of $2.44 per share. Big Lots posted its quarterly profit of $84.4 million, or $1.45 per share, versus a year-ago profit of $120.3 million, or $2.09 per share. Analysts were expecting earnings of $1.40 per share. Its revenue slipped 6.2% to $1.64 billion, versus analysts' expectations for $1.61 billion. Big Lots' gross margin declined to 38.2% from 39.7%.

  • [By Zacks Investment Research]

    In particular, gold and silver miners have seen weakness in this environment, falling by well over 45%, as represented by the Gold Mining ETF (GDX), since the start of 2013. Yet, while many investors have been laser-focused on the precious metal market, there has been significant weakness in the base metal world as well. Companies in this space have been hit hard by the same issues of a strong dollar and sluggish international demand, and could thus be ones to avoid as well. One firm in particular that could struggle in this environment is Southern Copper (SCCO).

  • [By Selena Maranjian]

    Southern Copper (NYSE: SCCO  ) advanced 12%, though it, too, posted some unpleasant results recently, with first-quarter net profits down 20%. It's planning to nearly double its production over the next few years, and has been taking on a lot more debt.

  • [By Lee Jackson]

    Southern Copper Corp. (NYSE: SCCO) may be the top way to play the copper trade. The current drop in copper prices is due largely�to the global slowdown triggered by reduced growth in China, which accounts for nearly 40% of global copper consumption. However, according to the International Copper Study Group, worldwide copper demand for 2013 is still expected to grow by 4.3% and increase to 5.1% for 2014. Merrill Lynch has a $36 price objective. The consensus number stands lower at $32. Investors are paid a 1.7% dividend.

Top Shipping Companies To Invest In 2014: Stevia First Corp (STVF)

Stevia First Corp. , formerly Legend Mining Inc., incorporated on June 29, 2007, is a development-stage company. It is an agricultural biotechnology company. The Company is engaged in the cultivation and harvest of stevia leaf and the development of stevia products. As of March 31, 2012, the Company had not generated any revenues.

The Company focuses on the process of stevia production from plant breeding through propagation, planting, cultivation, and harvesting, and developing, marketing, and selling stevia products. It also focuses on developing operations that will include stevia tissue culture, laboratory propagation, farming, and cultivation of stevia leaf. Stevia, is a plant from the chrysanthemum family. Stevia is a sweetener in its raw, unprocessed form. The small green plant�� leaves have a taste that can be 30 times sweeter than sugar.

The Company competes with Cargill, Incorporated, PureCircle, Blue California, Corn Products International, GLG Life Tech Corp., McNeil Nutritionals, LLC, Sunwin USA, L.L.C., Sweet Green Fields L.L.C., Whole Earth Sweetener Co. L.L.C., Wisdom Natural Brands and &W Seed Company.

Advisors' Opinion:
  • [By Glenwoods]

    Cargill and Evolva are not the only companies developing stevia via a fermentation-based process. Stevia First Corp. (OTCMKTS:STVF), an early-stage agribusiness based in California's Central Valley, with its sights on being the first vertically integrated stevia company, has been developing its own stevia microbial fermentation-based process (through a license by Vineland Research and Innovation Centre of Canada).� Recently the company announced its "Beyond Reb A" research program, aimed at producing not only Reb A, but also Reb D and Reb X, two glycosides found in small amounts in the stevia leaves that have been identified as the next-generation of stevia sweeteners.� �

Top Shipping Companies To Invest In 2014: Koss Corporation(KOSS)

Koss Corporation, together with its subsidiary, Koss Classics Ltd., designs, manufactures, and sells stereo headphones and related accessories primarily in the United States and Europe. It offers a line of high-fidelity stereo headphones, speaker-phones, computer headsets, telecommunications headsets, active noise canceling stereo headphones, wireless stereo headphones, and compact disc recordings of American Symphony Orchestras under the Koss Classics label. The company sells its products through national retailers, international distributors, audio specialty stores, the Internet, direct mail catalogs, regional department store chains, discount department stores, military exchanges, and prisons under the Koss name. It also sells its products to distributors for resale to school systems, and directly to other manufacturers. The company was founded in 1953 and is based in Milwaukee, Wisconsin.

Advisors' Opinion:
  • [By Jason Rivera]

    Koss Corporation (KOSS) was no different because after looking over its balance sheet and profitability numbers I found substantial NOLs, little debt and reasonable profitability levels which usually are good signs that the company may be a good investment if the company is undervalued. This however is not an article about a company that I will ever invest in due to it being a grossly overvalued, dying company, which has major management concerns.

  • [By John Udovich]

    Yesterday after the market closed, small cap audio stock Skullcandy Inc (NASDAQ: SKUL) reported earnings and began rising in after hours trading, meaning its worth taking a closer look at the stock along with the performance of other audio stocks like mid cap Harman International Industries Inc (NYSE: HAR) and small caps Koss Corporation (NASDAQ: KOSS) and Parametric Sound Corp (NASDAQ: PAMT). I should mention that in�late 2012, Skullcandy had the dubious distinction of being the market�� most shorted stock (see: Long Live the Shorts or the Short Squeeze? SKUL, AM & UBNT) with short�interest of 86.47% and there would still be a lot of shorts out there who might start feeling the squeeze (Note: SKUL is at least no longer on the HighShortInterest.com list)

Top Shipping Companies To Invest In 2014: Molina Healthcare Inc (MOH)

Molina Healthcare, Inc., incorporated on July 24, 2002, provides medicaid-related solutions. The Company operates in two segments: Health Plans and Molina Medicaid Solutions. The Company's Health Plans segment consists of health plans in California, Florida, Michigan, New Mexico, Ohio, Texas, Utah, Washington, and Wisconsin, and includes the Company's direct delivery business. The Company's Molina Medicaid Solutions segment provides design, development, implementation, and business process outsourcing solutions to state governments for their Medicaid Management Information Systems (MMIS).As of December 31, 2012, Health Plans segment served approximately 1.8 million members eligible for Medicaid, Medicare, and other government-sponsored health care programs for low-income families and individuals. In June 2013, Molina Healthcare Inc announced that, through its wholly owned subsidiary, Molina Center LLC, it has successfully completed a sale and lease back transaction with the dedicated net lease group of Angelo, Gordon & Co (AG).

The health plans are operated by the Company's wholly owned subsidiaries in those states, each of which is licensed as a health maintenance organization (HMO). The Company's direct delivery business consists of 24 primary care clinics in California, Florida, New Mexico, and Washington, and the Company manages three county-owned primary care clinics under a contract with Fairfax County, Virginia. The Company's Health Plans segment derives its revenue principally in the form of premiums received under Medicaid contracts with the states in which the Company's health plans operate. All of the Company's health plans operate on a single managed care platform for claims processing (the QNXT 4.8 system). MMIS is a core tool used to support the administration of state Medicaid and other health care entitlement programs. Molina Medicaid Solutions holds MMIS contracts with the states of Idaho, Louisiana, Maine, New Jersey, and West Virginia, as well as a contract to provide d! rug rebate administration services for the Florida Medicaid program. The Company arranges health care services for its members through contracts with providers that include independent physicians and groups, hospitals, ancillary providers, and its own clinics. The Company's network of providers includes primary care physicians, specialists and hospitals. The Company contracts with both primary care physicians and specialists many of whom are organized into medical groups or independent practice associations (IPAs).

The Company develops specialized disease management programs that address the particular health care needs of its members. motherhood matters! sm is a comprehensive program designed to improve pregnancy outcomes and enhance member satisfaction. breathe with ease! is a multi-disciplinary disease management program that provides health education resources and case management services to assist physicians caring for asthmatic members between the ages of three and 15. Healthy Living with Diabetes is a diabetes disease management program. Heart Health Living is a cardiovascular disease management program for members who have suffered from congestive heart failure, angina, heart attack, or high blood pressure. The Company provides its members with information to guide them through various episodes of care. This information, which is available in several languages, is designed to educate parents on the use of primary care physicians, emergency rooms, and nurse call centers. The Company's pharmacy management programs focus on physician education regarding appropriate medication utilization and encouraging the use of generic medications. The Company's pharmacists and medical directors work with the Company's pharmacy benefits manager to maintain a formulary that promotes both improved patient care and generic drug use. The Company provides certain centralized medical and administrative services to its health plans pursuant to administrative services agreements, including medical affairs a! nd qualit! y management, health education, credentialing, management, financial, legal, information systems, and human resources services.

The Company competes with HP Enterprise Services, ACS, Computer Services Corporation, and CNSI.

Advisors' Opinion:
  • [By Sean Williams]

    If you want a ray of sunshine in this mess, look no further than either WellPoint (NYSE: WLP  ) or Molina Healthcare (NYSE: MOH  ) . Both companies have a stronghold in California with WellPoint's Blue Cross Blue Shield and Molina's low-cost and Medicaid-sponsored plans offering ample choices in the early going for consumers. Although early enrollment in California was disappointing, the expectation all along has been that it would pick up as we get closer to coverage enrollment cutoff date. With few signs of exchange problems in California I'd look for these two companies to impress investors moving forward.

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