Monday, June 23, 2014

Best Healthcare Equipment Stocks To Invest In 2014

With shares of First Solar (NASDAQ:FSLR) trading around $50, is FSLR an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:

T = Trends for a Stock’s Movement

First Solar�manufactures and sells solar modules with an advanced thin-film semiconductor technology, and it designs, constructs, and sells solar power systems. The company operates its business in two segments: components segment and systems segment. Its components segment involves the design, manufacture, and sale of solar modules, which convert sunlight into electricity. Its systems business involves the sale of its solar modules, coupled with the engineering, procurement and construction of the solar power plant. As consumers and companies are opting for an improved and cleaner sources of energy, companies like First Solar take center stage. If First Solar can continue to reduce costs and make solar energy more affordable, the company stands to revolutionize the energy sector worldwide.

Best Healthcare Equipment Stocks To Invest In 2014: ING Groep NV (INGA)

ING Groep N.V. (ING) is a global financial institution offering banking, investments, life insurance and retirement services to meet the needs of the customers. The Company�� segments include banking and insurance. Banking segment includes retail Netherlands, retail Belgium, ING direct, retail central Europe (CE), retail Asia, commercial banking (excluding real estate), ING real estate and corporate line banking. Insurance segment includes insurance Benelux, insurance central and rest of Europe (CRE), insurance United States (US), Insurance US closed block VA, insurance Asia/Pacific, ING investment management (IM) and corporate line insurance. In November 2013, the Company completed the sale of ING Hipotecaria to Banco Santander (Mexico), S.A. In December 2013, the Company completed the sale of its 33.3% interest in China Merchants Fund to its joint venture partners China Merchants Bank Co Ltd and China Merchants Securities Co Ltd, and divested ING Life Korea to MBK Partners. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    ING (INGA), which received a 10 billion-euro government bailout in 2008, gained 5.1 percent to 8.26 euros. Underlying pretax profit for the banking unit rose 14 percent to 1.15 billion euros in the second quarter as the interest margin improved and cost cuts paid off, the biggest Dutch financial-services company said.

Best Healthcare Equipment Stocks To Invest In 2014: Australia and New Zealand Banking Group Ltd (ANEWF)

Australia and New Zealand Banking Group Limited (ANZ) provides a range of banking and financial products and services to retail, small business, corporate and institutional clients. The Company conducts its operations in Australia, New Zealand and the Asia Pacific region. It also operates in a range of other countries, including the United Kingdom and the United States. The Company operates on a divisional structure with Australia, International and Institutional Banking (IIB), New Zealand, and Global Wealth and Private Banking. As of September 30, 2012, the Company had 1,337 branches and other points of representation worldwide, excluding automatic teller machines (ATMs). In September 2012, it sold its remaining shareholding in Visa Inc. In May 2013, the Company ceased to be substantial holder in respect of ING Private Equity Access Limited. Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Stocks in Australia fell early Thursday, pressured by a drop in the country's currency to a three-month low below 90 U.S. cents, and by losses on Wall Street overnight on concerns about tapering of monetary stimulus. The S&P/ASX 200 (AU:XJO) fell 28 points, or 0.5%, to 5,246, led by losses in the heavily weighted financial sector. There, shares of Westpac Banking Corp. (AU:WBC) (WEBNF) lost 1.2%, National Australia Bank Ltd. (AU:NAB) (NAUBF) declined 1%, and Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) shed 0.7%. Shares of Qantas Airways Ltd. (AU:QAN) (QUBSF) sank 14% after the company warned it expects to post an underlying loss before tax of $250 million to $300 million for the six months ending Dec. 31. The carrier said trading conditions saw a marked deterioration, particularly in November with both passenger loads and yields "below the already negative trends for the year to date."

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australian stocks rose in early Monday trading, helped by Wall Street's gains Friday, with the S&P/ASX 200 (AU:XJO) climbing 0.8% to 5,362.40 after closing the previous session at its highest level since before the start of the 2008 financial crisis. Miners were broadly improving, as Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) rose 1.3%, BHP Billiton Ltd. (AU:BHP) (BHP) added 0.9% ahead of its quarterly production report Tuesday, and Newcrest Mining Ltd. (AU:NCM) (NCMGF) also climbed 0.9% despite a loss for gold at the end of last week. Financials saw gains as well, with many analysts now tipping the U.S. Federal Reserve to maintain its current level of easing through the end of the year. Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) advanced 1.1%, while Westpac Banking Corp. (AU:WBC) (WEBNF) and Macquarie Group Ltd. (AU:MQG) (MCQEF) rose 1.2% each. On the downside, shares of Qantas Airways Ltd. (AU:QAN) (QUBSF) fell 4.2% after the company warned of rough business conditions on Friday.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australian stocks nudged modestly higher early Thursday, with a rebound for financials offsetting weakness in the resource space. The S&P/ASX 200 (AU:XJO) advanced 0.1% to 5,361.80, as banks and brokers gained after losing ground late in the previous session on concerns about the health of major Chinese banks. Commonwealth Bank of Australia (AU:CBA) (CBAUF) and Macquarie Group Ltd. (AU:MQG) (MCQEF) rose 0.7% apiece, Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) added 0.5%, and Westpac Banking Corp. (AU:WBC) (WEBNF) improved by 0.5%. On the downside, losses for gold futures overnight sent Newcrest Mining Ltd. (AU:NCM) (NCMGF) down 1.3% and Evolution Mining Ltd. (AU:EVN) (CAHPF) 2.3% lower. The broader mining sector was also lower, with Alumina Ltd. (AU:AWC) (AWCMF) off 2.8%, BHP Billiton Ltd. (AU:BHP) (BHP) down 0.5%, and Fortescue Metals Group Ltd. (AU:FMG) (FSUMF)

10 Best Financial Stocks To Invest In Right Now: Brooks Automation Inc.(BRKS)

Brooks Automation, Inc. provides automation, vacuum, and instrumentation solutions for semiconductor manufacturing, life sciences, and clean energy markets worldwide. The company?s Brooks Product Solutions segment provides a range of products critical to technology equipment productivity and availability. This segment?s products include atmospheric and vacuum tool automation systems, atmospheric and vacuum robots and robotic modules, and cryogenic vacuum pumping, thermal management, and vacuum measurement solutions, which are used to create, measure, and control critical process vacuum applications. Its Brooks Life Science Systems segment offers automated sample management systems, including automated sample storage, automated blood fractionation equipment, sample preparation and handling equipment, consumables, parts, and support services to various life science customers, including pharmaceutical companies, biotechnology companies, biobanks, national laboratories, rese arch institutes, and research universities. The company?s Brooks Global Services segment provides a range of support services, including on and off-site repair services, on and off-site diagnostic support services, and installation services to enable the customers to maximize process tool uptime and productivity. This segment also offers spare part support services to end-user customers. Brooks Automation, Inc. was founded in 1978 and is headquartered in Chelmsford, Massachusetts.

Advisors' Opinion:
  • [By Lauren Pollock]

    Brooks Automation Inc.'s(BRKS) fiscal fourth-quarter earnings fell 95% as the technology-products company’s revenue slipped on weak demand from semiconductor customers and a much smaller tax benefit. Results beat expectations, but the company gave a weak outlook for the first quarter. Shares edged lower.

Best Healthcare Equipment Stocks To Invest In 2014: Columbia Sportswear Company(COLM)

Columbia Sportswear Company, together with its subsidiaries, engages in the design, development, sourcing, marketing, and distribution of outdoor apparel, footwear, accessories, and equipment in the United States, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada. It provides apparel, accessories, and equipment for men, women, and youth under Columbia and Mountain Hardwear brands used during outdoor activities, such as skiing, snowboarding, hiking, climbing, mountaineering, camping, hunting, fishing, trail running, water sports, and adventure travel. The company also offers footwear products, including lightweight hiking boots, trail running shoes, rugged cold weather boots, sandals, and casual shoes for men and women under Columbia, Sorel, and Montrail brands, as well as for youth under the Columbia and Sorel brands. Columbia Sportswear Company sells its products through wholesale distribution channels, independent distributors, direct-to-consum er channels, and licensees, as well as online to independent distributors and consumers. As of December 31, 2011, it operated 43 outlet retail stores and 8 branded retail stores in the United States; 7 outlet retail stores and 3 branded retail stores in various locations in western Europe; and 2 outlet retail stores in Canada, as well as 111 and 236 dealer-operated, branded, outlet, and shop-in-shop locations in Japan and Korea. Columbia Sportswear Company was founded in 1938 and is headquartered in Portland, Oregon.

Advisors' Opinion:
  • [By Dan Caplinger]

    The other big prospect for high-margin sales is the action-outdoor space, where VF has a nice lead in terms of financial performance. Columbia Sportswear (NASDAQ: COLM  ) has much lower margins but also has a well-known brand presence that will pose a threat to VF in the long run. Bigger competitors such as Under Armour (NYSE: UA  ) will also bear watching, especially if Under Armour decides to do what it's done in the past with footwear and expand into new markets with particularly promising profit potential.

  • [By John Kell]

    Columbia Sportswear Co.'s(COLM) fourth-quarter profit slipped 7% as an asset impairment charge weighed on the active outdoor apparel maker’s bottom line, masking a rise in revenue. Shares rose 6.4% to $83.70 premarket.

Best Healthcare Equipment Stocks To Invest In 2014: Vail Resorts Inc. (MTN)

Vail Resorts, Inc., through its subsidiaries, operates resorts in the United States. The company operates in three segments: Mountain, Lodging, and Real Estate. The Mountain segment operates eight ski resort properties, including the Vail Mountain, Breckenridge Ski, Keystone, Beaver Creek, Heavenly Mountain, Northstar, Kirkwood Mountain, and Canyons resorts; and two urban ski areas, such as Afton Alps and Mount Brighton Ski areas, as well as provides ancillary services, primarily ski school, dining, and retail/rental operations. Its resorts offer various recreational activities comprising skiing, snowboarding, snowshoeing, snowtubing, sightseeing, mountain biking, guided hiking, children's activities, and other recreational activities, as well as ski and snowboard lessons, equipment rental and retail merchandise services, dining venues, and private club services. This segment also leases its owned and leased commercial space; and provides real estate brokerage services. Th e Lodging segment owns and/or manages a collection of luxury hotels under the RockResorts brand, and other lodging properties; various condominiums located in and around the company�s ski resorts; destination resorts; and golf courses, as well as offers resort ground transportation services. This segment operates approximately 5,100 owned and managed hotel and condominium rooms. The Real Estate segment owns, develops, markets, and sells real estate properties in and around the company�s resort communities. Vail Resorts, Inc. was founded in 1997 and is based in Broomfield, Colorado.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Notable earnings released on Wednesday included:

    Williams-Sonoma, Inc (NYSE: WSM) reported fourth quarter EPS of $1.38 on revenue of $1.47 billion, compared to last year�� EPS of $1.34 on revenue of $1.41 billion. Express, Inc (NYSE: EXPR) �reported fourth quarter EPS of $0.57 on revenue of $715.90 million, compared to last year�� EPS of $0.75 on revenue of $728.71 million. Vail Resorts, Inc.�(NYSE: MTN) reported second quarter EPS of $1.60 on revenue of $452.70 million, compared to last year�� EPS of $1.65 on revenue of $422.45 million. Krispy Kreme Doughnuts, Inc.�(NYSE: KKD) reported fourth quarter EPS of $0.12 on revenue of $112.70 million, compared to last year�� EPS of $0.09 on revenue of $118.14 million.

    Pre-Market Movers

  • [By Roberto Pedone]

    One potential earnings short-squeeze candidate is adventure sports facilities and ski resorts player Vail Resorts (MTN), which is set to release numbers on Friday before the market open. Wall Street analysts, on average, expect Vail Resorts to report revenue of $117.82 million on a loss of $1.71 per share.

    The current short interest as a percentage of the float for Vail Resorts stands at 5%. That means that out of the 35.43 million shares in the tradable float, 1.79 million shares are sold short by the bears. The bears have also been increasing their bets from the last reporting period by 7%, or by 116,000 shares. If the bears are caught pressing their bets into a bullish quarter, then shares of MTN could spike sharply higher post-earnings.

    From a technical perspective, MTN is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last three months, with shares soaring higher from its low of $60.01 to its recent high of $71.18 a share. During that uptrend, shares of MTN have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of MTN within range of triggering a near-term breakout trade.

    If you're bullish on MTN, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance at $70.95 a share to its 52-week high at $71.18 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 137,456 shares. If that breakout hits, then MTN will set up enter new 52-week high territory, which is bullish technical price action. Some possible upside targets off that breakout are $80 to $85 a share.

    I would avoid MTN or look for short-biased trades if after earnings it fails to trigger that breakout, and then drops back below its 50-day moving average of $68.1

  • [By Monica Gerson]

    Vail Resorts (NYSE: MTN) is expected to post its Q2 earnings at $1.87 per share on revenue of $471.16 million.

    KCAP Financial (NASDAQ: KCAP) is projected to report its Q4 earnings at $0.25 per share on revenue of $13.27 million.

Best Healthcare Equipment Stocks To Invest In 2014: Arkema SA (AKE)

Arkema SA is a France-based company which specializes in the manufacture and marketing of chemical products. The Company operates through its two business segments: Industrial Chemicals and Performance Products. The Industrial Chemicals division offers the production of acrylics, polymethyl methacrylate (PMMA), hydrogen peroxide, fluorochemicals and thiochemicals, and includes such brands as Forane, Albone, Norsocryl, Altuglas and Sarbio. The Performance Products include the production of technical polymers, specialty chemicals and functional additives. The Company's products are used in the construction, automotive and transportation, health, electrical and electronics, agricultural and packaging industries, among others. In April 2013, it acquired a majority stake in AEC Polymers. In October 2013, it inaugurated the new Sumitomo Seika superabsorbent plant on the Carling site, which makes the overall superabsorbent production capacity of the Carling facility up to 47,000 ton/year. Advisors' Opinion:
  • [By Inyoung Hwang]

    Arkema SA (AKE) added 4.7 percent to 83.93 euros. UBS AG raised its rating on the French chemicals maker to a buy from neutral, saying the stock is undervalued. The firm also boosted its price target to 100 euros from 80 euros.

Best Healthcare Equipment Stocks To Invest In 2014: LMI Aerospace Inc.(LMIA)

LMI Aerospace, Inc. provides design engineering services, structural assemblies, kits, and components to the aerospace, defense, and technology markets primarily in the United States. The company operates in two segments, Aerostructures and Engineering Services. The Aerostructures segment fabricates, machines, finishes, integrates, assembles, and kits formed close tolerance aluminum, specialty alloy, and composite components, as well as higher level assemblies. Its aerospace products include wing slats and flapskins; winglet leading edges and related wing modification kits; fuselage and wing skins; helicopter cabin, aft section, and pylon components and assemblies; door surrounds, components, assemblies, and floorbeams; thrust reversers and engine nacelles/cowlings; cockpit window frames and landing light lens assemblies; interior components; structural sheet metal and extruded components; tailcone assemblies; and housings and assemblies. This segment also offers value-add ed services related to the design, production, assembly, and distribution of aerospace components. The Engineering Services segment provides design, engineering, and program management services, such as structural design and analysis, systems design and integration, tool design and fabrication, certification planning support, risk mitigation and producibility trade studies, and the development of program schedules and resource planning. Its services include wing/wingbox, fixed and moveable leading edges/trailing edges, fuselage, empennage, and tailcone design; winglet/wing mod design; nacelle, engine cowl, and thrust reverser design; weight improvement engineering; helicopter fuselage, cockpit, cabin frames, skins, longerons, and beams; aircraft modification engineering; aviation training system; aviation maintenance engineering; manufacturing engineering; and aviation system software engineering. The company was founded in 1948 and is based in St. Charles, Missouri.

Advisors' Opinion:
  • [By Sally Jones] % over 12 months, Lockheed Martin Corporation (LMT) has a market cap of $45.06 billion. The current share price is $140.67, and trades with a P/E of 15.00. The dividend yield is 3.30%.

    Lockheed Martin Corporation was formed in 1995 by combining the businesses of Lockheed Corporation and Martin Marietta Corporation. Lockheed Martin operates in four principal business segments: Aeronautics, Electronic Systems, Information Systems & Global Services and Space Systems.

    Guru Action: As of Sept. 30, 2012, Jim Simons bought a new holding of 145,800 shares at an average price of $121.40 for a gain of 15.9%.

    Guru Ray Dalio sold out his LMT after 16 quarters of high gains. In the third quarter of 2013, he sold 10,176 shares at an average price of $121.40 for a gain of 15.9%.

    Numerous gurus traded LMT in third quarter.

    There is recent insider selling.

    Historical share pricing, revenue and net income tracking:

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    B/E Aerospace Inc. (BEAV)

    Up 93% over 12 months, B/E Aerospace Inc. has a market cap of $9.05 billion.

    The current share price is $86.28, and trades with a P/E of 25.60. The company does not pay a dividend.

    B/E Aerospace Inc. is a global manufacturer of aircraft cabin interior products and a distributor of aerospace fasteners and consumables.

    Guru Action: As of Sept. 30, 2012, Guru Ken Fisher is one of four gurus making a new buy. Fisher bought a new holding of 21,800 shares at an average price of $70.20 for a gain of 23%.

    Guru Larry Robbins was one of two gurus selling out in the third quarter. Robbins sold 341,692 shares at an average price of $70.20 for a gain of 22.9%.

    Here�� a lot more guru action and recent insider selling.

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    GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature

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