Friday, June 20, 2014

Top Integrated Utility Companies For 2015

Small cap stocks IN Media Corp (OTCMKTS: IMDC), Epazz Inc (OTCMKTS: EPAZ) and Polaris International Holdings (OTCMKTS: PIHN) have been busy developing new devices/products or making acquisitions. Moreover, at least two of these small cap stocks have been the subject of paid promotions or investor relations types of activities. Keeping that in mind, will new devices/products or acquisitions help these small caps along with their investors or traders? Here is a closer look:

IN Media Corp (OTCMKTS: IMDC) Is Developing New Devices

Small cap IN Media Corp is an integrator of Internet Protocol Television (IPTV) services, products and content for major platform and service providers (e.g. cable, satellite, and Internet providers). On Monday, IN Media Corp rose 7.14% to $0.0750 for a market cap of $4.46 million plus IMDC is down 61.5% over the past year and down 93.2% since December 2009 according to Google Finance.

Top Integrated Utility Companies For 2015: QCR Holdings Inc.(QCRH)

QCR Holdings, Inc., through its subsidiaries, provides commercial and consumer banking, and trust and asset management services for the Quad City, Cedar Rapids, and Rockford communities. The company accepts deposits and invests in loans/leases and securities. Its deposit products comprise interest bearing deposits, non-interest bearing and interest bearing demand deposits, savings deposits, time deposits, and brokered time deposits. The company also offers a range of commercial and retail lending and investment services to corporations, partnerships, individuals, and government agencies. Its loan portfolio comprises commercial loans, including loans to wholesalers, manufacturers, building contractors, business services companies, other banks, and retailers; business loans, which include lines of credit for working capital and operational purposes; term loans for the acquisition of facilities, equipment, and other purposes; commercial real estate loans; and consumer loans c omprising motor vehicle, home improvement, home equity, and signature loans, as well as small personal credit lines. In addition, the company engages in the direct financing lease contracts; holding the real estate property; and issuing various trust preferred securities. QCR Holdings was founded in 1993 and is headquartered in Moline, Illinois.

Advisors' Opinion:
  • [By Tim Melvin]

    QCR Holdings (QCRH) is another bank that has consistently had a lower return on assets than its peer group. The Illinois based bank has 9 offices and about $2.4 billion in total assets. The bank has an equity-to-assets ratio of just 7.4, which is well below the national average. The Illinois market has seen strong merger and acquisition activity in the past year, and this bank could become a target .

Top Integrated Utility Companies For 2015: Atech Holdings Ltd (ATH)

ATech Holdings Limited is an Australia-based company. As of June 30, 2010, the Company was engaged in the investment of its cash reserves. The Company�� controlled entities include SEAA (151 Sturt St, South Melbourne) Pty Limited and SEAA (Boronia) Pty Limited. Advisors' Opinion:
  • [By Eric Lam]

    Athabasca Oil Corp. (ATH), which is seeking a joint-venture partner for its Duvernay holdings, jumped 9.3 percent to C$7.97, the most in seven weeks.

Hot Income Companies To Watch For 2015: Perceptron Inc.(PRCP)

Perceptron, Inc. develops, produces, and sells non-contact measurement and inspection solutions in the Americas, Europe, and Asia. It offers AutoGauge systems that are used in the assembly and fabrication plants of automotive manufacturers; AutoGauge Plus, which offers freeform surface scanning and discrete feature measurement in one solution; AutoFit systems that are used in automotive manufacturing plants to contain, correct, and control the fit of exterior body panels; AutoScan systems, which provide a non-contact method of gathering data for the analysis of the surface contour of a part or product; and AutoGuide systems to calculate the difference between theoretical and actual relationships of a robot and the part being assembled, and send compensation data in six degrees of freedom to the robot. The company also offers ScanWorks, a hardware/software component set that allows customers to add digitizing capabilities to their machines or systems; ScanWorks xyz, a 3D sc anning solution designed for retrofitting 3-axis machines; ToolKit, a software solution for CMM manufacturers, system integrators, and application software developers; WheelWorks software and sensors that offer a non-contact method of measuring wheel position for use in automated or manual wheel alignment machines in automotive assembly plants; and Multi-line Sensors for use in automotive assembly plant wheel alignment systems. In addition, it manufactures visual inspection devices and accessories for the mechanical market; plumbing diagnostic equipment, meter imager systems, line detector accessories, and handheld inspection devices for the plumbing market; optical inspection devices for the construction and DIY market; and imaging solutions for the electrical market, as well as offers value-added services, including training, field services, launch support, consulting, maintenance agreements, repairs, and software tools. The company was founded in 1981 and is headquartered in Plymouth, Michigan.

Advisors' Opinion:
  • [By Garrett Cook]

    In trading on Tuesday, industrials shares were relative leaders, up on the day by about 0.26 percent. Top gainers in the sector included Perceptron (NASDAQ: PRCP), up 10.9 percent, China Ming Yang Wind Power Group (NYSE: MY), up 4.8 percent.

Top Integrated Utility Companies For 2015: Hydrogenics Corp (HYGS)

Hydrogenics Corporation, incorporated on June 10, 2009, together with its subsidiaries, designs, develops and provides hydrogen generation and fuel cell products based on water electrolysis technology and proton exchange membrane (PEM) technology. The Company conducts its business through two business units: OnSite Generation, which focuses on hydrogen generation products for renewable energy, industrial and transportation customers, and Power Systems, which focuses on fuel cell products for original equipment manufacturers (OEMs) systems integrators and end users for stationary applications, including backup power, and motive applications, such as forklift trucks. The Company�� products include HySTAT hydrogen generation equipment in its OnSite Generation business and HyPM fuel cell products in its Power Systems business.

The Company maintains operations in Belgium, Canada and Germany. Its OnSite Generation business segment is based in Oevel, Belgium and develops products for industrial gas, hydrogen fueling and renewable energy storage markets. The Company�� Power Systems business segment is based in Mississauga, Canada, with a satellite facility in Gladbeck, Germany, and develops products for energy storage, stationary and motive power applications.

OnSite Generation

The Company�� OnSite Generation business segment, is based on water electrolysis technology, which includes the decomposition of water into oxygen (O2) and hydrogen gas (H2) by passing an electric current through a liquid electrolyte. Its brand includes HySTAT electrolyzer products, which is configured for both indoor and outdoor applications. Its OnSite Generation products are sold to merchant gas companies, such as Air Liquide and Linde Gas and end-users requiring hydrogen produced on-site for industrial applications. The Company also sells and services products for oil and gas companies, such as Shell Hydrogen, requiring hydrogen fueling stations for transportation applications.

Power Systems

The Company�� Power Systems business segment is based on PEM fuel cell technology, which transforms chemical energy liberated during the electrochemical reaction of hydrogen and oxygen into electrical energy. It also develops and delivers hydrogen generation products based on PEM water electrolysis, which can also be used to serve the energy storage markets. Its target markets include backup power for telecom and data centre installations and motive power applications, such as buses, trucks and utility vehicles. The Company�� Power Systems products are sold to original equipment manufacturers (OEMs), such as CommScope, Inc. (CommScope) to provide backup power applications for telecom installations and vehicle and other integrators for motive power, direct current (DC) and alternative current (AC) backup. In addition, its products are sold for prototype field tests. The Company also sells its Power Systems products to the military.

HySTAT Hydrogen Stations

HySTAT Hydrogen Stations offer an on-site supply of hydrogen for a range of hydrogen applications, including vehicle fuelling, distributed power, and a variety of industrial processes. It also provides spare parts and service for its entire installed base.

As of December 31, 2011, the Company offered its HySTAT Hydrogen Station in multiple configurations based on the amount of hydrogen required. This product is suitable for producing continuous or batch supplies of hydrogen for industrial processing applications and generates between 10 - 60 normal cubic meters per hour (Nm3/hr) of hydrogen.

HyPM Fuel Cell Products

The Company�� HyPM fuel cell products provide electrical power from clean hydrogen fuel. Its HyPM fuel cell products include HyPM Fuel Cell Power Modules, HyPX Fuel Cell Power Pack, Integrated Fuel Cell Systems and Engineering Development Services. Its HyPM power module runs on hydrogen and produces direct current (DC) power. This product! is suita! ble for a range of stationary, mobile and portable power applications. The HyPM XR model is targeted at backup power applications and the HyPMHD model is targeted at motive power applications. The Company�� HyPX Power Pack includes a HyPM power module integrated with hydrogen storage tanks and ultracapacitors that provide higher power in short bursts. Its integrated fuel cell systems are built around its HyPM power modules and used for portable and stationary applications, including portable and auxiliary power units for military applications and DC backup power system for cellular tower sites. The Company also enters into engineering development contracts with certain customers for new or custom products.

The Company competes with Air Liquide and Linde Gas.

Advisors' Opinion:
  • [By Paul Ausick]

    Peers Plug Power Inc. (NASDAQ: PLUG), Ballard Power Systems Inc. (NASDAQ: BLDP), and Hydrogenics Corp. (NASDAQ: HYGS) have also shared in the stock price run-up. Any investor expecting more from FuelCell�� results was, perhaps, being irrationally exuberant.

  • [By John Udovich]

    Small cap hydrogen fuel stocks Hydrogenics Corporation (NASDAQ: HYGS), FuelCell Energy Inc (NASDAQ: FCEL), HyperSolar Inc (OTCMKTS: HYSR) and HydroPhi Technologies Group, Inc (OTCMKTS: HPTG) are some of the lesser known small caps that are�working with hydrogen fuel or hydrogen fuel cell related technology. I should say that small cap hydrogen stocks are not for risk adverse investors as there are considerable unanswered questions about hydrogen fuel related technology and whether it can be a viable green technology given the fueling infrastructure needed along with the�energy and expense involved in creating hydrogen�(Note: None of these small cap�stocks are profitable at ). But any new technology will pose the same types of risks for early stage investors���especially if its so-called green technology.�

Top Integrated Utility Companies For 2015: Globe International Ltd (GLB)

Globe International Limited is an Australia-based company, engaged in the design, marketing and distribution of apparel, footwear and skate hardgoods brands for the action sports and street fashion markets. The company operates in the sale of goods in the Action Sports market. The Company operates in three segments include Australasia, North America and Europe. Globe International products were sold to nearly 100 countries around the world.The Company maintains distribution business of third party owned brands for the Australian and New Zealand market operating under its Hardcore and 4 Front divisions. As of June 30, 2012, the Company�� proprietary brands include Globe, Enjoi, Blind, Dusters, Almost, Cliche, Darkstar, Speed Demons, Tensor and Gallaz. Advisors' Opinion:
  • [By Inyoung Hwang]

    Glanbia Plc (GLB) rallied the most in more than two years as food and beverage shares gained. Hennes & Mauritz AB jumped 6.9 percent after reporting monthly sales that beat estimates. Edenred SA rose 7.8 percent after Raymond James Financial Inc. said margins may improve in 2014. Fresnillo Plc sank 14 percent after missing out on inclusion in a gold-miners gauge.

Top Integrated Utility Companies For 2015: ZipRealty Inc.(ZIPR)

ZipRealty, Inc., a residential real estate brokerage company, provides brokerage services to buyers and sellers in the United States. The company, through its Website ziprealty.com, provides access to Multiple Listing Services (MLS) home listings data, including pictures from the local MLSs; and allows consumers to receive an automatic email notification each time a property that meets their desired search criteria, is made available on the local MLSs. Its Website also offers neighborhood data, such as population, comparable home sales, average income, education level, occupation mix, cost of living, crime statistics, weather, school district information, maps, and driving directions; online images and virtual tours; schedule visits; and home offers. In addition, the company operates ZAP, a Web-based agent platform and customer relationship management system integrated to its Website. Its ZAP integrates and records consumer contact information and Website behavior, agent b ehavior, and transaction information into a common platform; and records relevant consumer behavior, such as logon frequency and times, specific homes viewed and printed, searches made by clients, requested visits to view homes, and online offers, as well as captures and stores agent activities, including agent email communications organized by clients. The company offers its services through its agents in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Washington, D.C. ZipRealty, Inc. was founded in 1999 and is based in Emeryville, California.

Advisors' Opinion:
  • [By Shaun Currie, CFA]

    ZipRealty (ZIPR) is a company that meets 5 of the 6 criteria listed above. The stock has fallen out of favor over the last several years as performance declined during the recession. The company has completed a major restructuring and recently returned to positive EBITDA margins. Operations of the company are further supported by a pickup in home sales in the US. There has also been significant insider buying over the past month, and the company trades at a deep discount to its competition. I believe the stock has at least 60% upside from its current price.

Top Integrated Utility Companies For 2015: Ocwen Financial Corporation(OCN)

Ocwen Financial Corporation, through its subsidiaries, provides residential and commercial mortgage loan servicing, special servicing, and asset management services in the United States and internationally. The company provides loan servicing, including asset management and resolution services primarily to owners of subprime residential mortgages. It also invests in subprime residential loans held for resale; and is involved in subprime residual mortgage backed trading securities related to subprime loan origination operation and whole loan purchase and securitization activities, as well as engages in the management of residential assets. Ocwen Financial Corporation was founded in 1988 and is headquartered in Atlanta, Georgia.

Advisors' Opinion:
  • [By Amanda Alix]

    Bank of America involved, again
    Reuters reports that fraud fighter Lisa Epstein discovered that mortgage servicers have been feeding mortgage bond investors incorrect information concerning the mortgages that lie within the MBSes they hold. Servicers such as Bank of America and Ocwen Financial (NYSE: OCN  ) , for example, have supplied information to bond trustees Wells Fargo (NYSE: WFC  ) and Bank of New York Mellon (NYSE: BK  ) indicating that homes that have long since been sold or paid off are still in foreclosure.

  • [By Amanda Alix]

    An immensely profitable enterprise
    With a line-up of willing sellers -- and free of the capital constraints of banks -- mortgage servicers like Nationstar Mortgage (NYSE: NSM  ) , Ocwen Financial (NYSE: OCN  ) , and Walter Investment (NYSE: WAC  ) have seen their stars rise quickly, experiencing stock price surges of at least 100% over the past year.

  • [By Stephen Quickel]

    In the financial sectors, we are intrigued by the 25% to 27% a year earnings growth expectations for Ocwen Financial Corp. (OCN).

    Ocwen, located in Atlanta, is a holding company specializing mainly in originating and servicing mortgage loans. Though not widely known, both stocks trade at rock-bottom PEG ratios.

  • [By Dakin Campbell]

    Banks accelerated sales in 2012 with servicer Residential Capital LLC, a unit of Ally, selling a $374 billion portfolio to Ocwen Financial Corp. (OCN) and Walter Investment Management Corp. for $3 billion.

Top Integrated Utility Companies For 2015: CarMax Inc(KMX)

CarMax, Inc., through its subsidiaries, operates as a retailer of used vehicles in the United States. It also sells vehicles that do not meet its retail standards to licensed dealers through on-site wholesale auctions, as well as sells new vehicles under franchise agreements. In addition, the company provides customers financing alternatives through its finance operation, CarMax Auto Finance, as well as through its third-party financing providers. Further, it offers a range of other related products and services, including the sale of extended service plans, guaranteed asset protection, and accessories; the appraisal and purchase of vehicles directly from consumers; and vehicle repair services. As of December 21, 2011, the company operated 107 used car superstores in 52 markets. CarMax, Inc. was founded in 1993 and is headquartered in Richmond, Virginia.

Advisors' Opinion:
  • [By Rick Munarriz]

    Friday
    CarMax (NYSE: KMX  ) closes out the trading week with its revved-up financials. The popular retailer of used cars is smashing the stereotype of shady dealers selling secondhand vehicles. With massive inventory levels and haggle-free pricing, CarMax has succeeded. Analysts see revenue and earnings climbing 13% and 12%, respectively, in Friday's quarterly report.

  • [By Ben Levisohn]

    CarMax�(KMX) has 4.6% to $52.30 after it reported earnings of 62 cents a share, above analyst forecasts of 56 cents.

    CIT Group�(CIT) has gained 0.6% to $47.10 after it was upgraded to Buy from Hold at Jefferies.

  • [By Rex Moore]

    In this installment of Investor Beat, Motley Fool analysts Matt Koppenheffer and Jason Moser explain why they're keeping a close eye on shares of CarMax (NYSE: KMX  ) and Facebook (NASDAQ: FB  ) .

Top Integrated Utility Companies For 2015: Fluidigm Corporation(FLDM)

Fluidigm Corporation engages in the development, manufacture, and marketing of microfluidic systems for growth markets in the life science and agricultural biotechnology (Ag-Bio) industries. The company?s proprietary microfluidic systems consist of instruments and consumables, including chips (integrated fluidic circuits) and reagents. Its technology enables customers to perform and measure various biochemical reactions on samples smaller than the content of a single cell by utilizing minute volumes of reagents and samples; and rapid preparation of multiple samples in parallel for next generation DNA sequencing. The company?s products include the BioMark HD system, which performs high-throughput gene expression analysis using real-time and end point PCR, SNP genotyping, single-cell analysis, and digital PCR using TaqMan, EvaGreen dye, and other chemistries; The EP1 System that performs end point PCR and is commonly used in production settings for Ag-Bio, digital PCR, and copy number variation experiments using TaqMan, EvaGreen dye, and other chemistries; and the Access Array system that enables automated sample preparation and tagging for next generation DNA sequencers. The company serves pharmaceutical and biotechnology companies, academic institutions, diagnostic laboratories, and Ag-Bio companies. Fluidigm Corporation distributes its instruments and supplies through direct field sales and support organizations in North America, Europe, and Japan; and through distributors or sales agents in parts of Europe, Latin America, the Middle East, and the Asia-Pacific region. The company was formerly known as Mycometrix Corporation and changed its name to Fluidigm Corporation in April 2001. Fluidigm Corporation was founded in 1999 and is headquartered in South San Francisco, California.

Advisors' Opinion:
  • [By John Kell]

    Bio-technology company Fluidigm Corp.(FLDM) agreed to acquire DVS Sciences Inc. for about $208 million to expand its portfolio of single-cell technology products. DVS manufactures and distributes bioanalytical products for biological research and future clinical applications. Shares dropped 2.3% to $40.02 premarket.

  • [By Seth Jayson]

    Fluidigm (Nasdaq: FLDM  ) reported earnings on May 1. Here are the numbers you need to know.

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

  • [By Seth Jayson]

    Basic guidelines
    In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Fluidigm (Nasdaq: FLDM  ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Fluidigm doing by this quick checkup? At first glance, pretty well. Trailing-12-month revenue increased 24.0%, and inventory increased 14.4%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue expanded 32.8%, and inventory increased 14.4%. Over the sequential quarterly period, the trend looks worrisome. Revenue dropped 7.2%, and inventory grew 2.8%.

  • [By Sean Williams]

    What: Shares of Fluidigm (NASDAQ: FLDM  ) , a manufacturer of microfluidic systems for the biotech, pharmaceutical, and academic research sectors, shot higher by as much as 14% after reporting its first-quarter-earnings results.

Top Integrated Utility Companies For 2015: Ishares Trust United States Treasury (TIP)

iShares Lehman TIPS Bond Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the inflation-protected sector of the United States Treasury market as defined by the Lehman Brothers U.S. Treasury TIPS Index (the Index). The Index includes all publicly issued, the United States Treasury inflation-protected securities that have at least one-year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. In addition, the securities must be denominated in United States dollars and must be fixed-rate and non-convertible securities.

The Index is a market capitalization-weighted index. The Fund invests in a representative sample of the securities in the Index, which has a similar investment profile as the Index. The Fund�� investment advisor is Barclays Global Fund Advisor.

Advisors' Opinion:
  • [By Chuck Saletta]

    By increasing the money you're investing now, you can improve your nest egg when the trust funds do empty, better protecting your lifestyle from those pending benefit cuts. Here are four investments to consider as you sock away extra money to make up for Social Security's shortfall:

    The S&P Depository Receipts (NYSEMKT: SPY  ) is one ETF that tracks the S&P 500, providing a low-cost way to get stock market return potential to help build your nest egg. For the potential of providing portfolio ballast, the iShares Barclay's US Treasury Bond (NYSEMKT: GOVT  ) ETF owns U.S. Treasury bonds. With interest rates so low, the returns from the bonds in that ETF are not likely to be stellar, but they at least do carry a government-backed guarantee of repayment. If you're worried about inflation ravaging your purchasing power over time, the iShares Barclay's TIPS Bond (NYSEMKT: TIP  ) ETF offers a way to buy government bonds that will increase along with inflation. But while those bonds may be able to keep up with the official inflation rate, they won't help much if your costs, like many people's, increase faster than inflation as you age. For the potential of an income stream that may grow faster than inflation but carries more risk of potential default or reduction, Vanguard's Dividend Appreciation ETF (NYSEMKT: VIG  ) may fit the bill. It's a low-cost way to invest in companies with solid track records of increasing their dividends. Still, there's a trade-off in that unlike Treasury bonds, there are no guarantees that dividends will get paid.

    No matter how you invest, the reality is that even lousy investing beats not investing at all. It certainly beats waking up sometime in the next two decades to find that your Social Security check has been slashed by a fourth and not having any alternative source of cash.

  • [By Dan Caplinger]

    In recent years, though, investors have discounted the potential impact of inflation on their portfolios. Consider these facts:

    Gold is the traditional safe-haven investment for those who believe that inflation will take away the purchasing power of paper currency. Yet the plunge in gold prices has led to a mass exodus of investor interest in gold, with the popular SPDR Gold Trust (NYSEMKT: GLD  ) losing billions of dollars not just due to price declines but also as investors have taken money out of the ETF entirely. Inflation-indexed bonds like the Treasury's TIPS have climbed so far in price that their real inflation-adjusted yields are negative, even for bonds that don't mature for another 20 years. That's been excellent news for existing investors in iShares Barclays TIPS Bond (NYSEMKT: TIP  ) and similar inflation-indexed bond investments, but it presents no inflation protection for those considering purchases now. The sole fly in the inflation ointment has come from energy prices, with gasoline and heating-oil prices having remained stubbornly high despite plentiful domestic production from unconventional plays as refiners Phillips 66 (NYSE: PSX  ) , Valero (NYSE: VLO  ) , and others have greatly boosted their exports of refined products rather than letting Americans reap the benefits of high supply. Yet even the oil market has seen international spreads narrow, and gasoline prices have finally started to come down modestly, providing further downward pressure on inflation.

    Based on the conventional understanding of inflation, you'd think that all these signs of its demise were a good thing. The truth is far less clear.

  • [By Dan Caplinger]

    Investors saw the impact of the inflation numbers on the price of inflation-indexed bonds. The iShares Barclays TIPS Bond ETF (NYSEMKT: TIP  ) has risen 0.3% on the day. Treasury Inflation-Protected Securities, or TIPS, benefit from the rising CPI, as the bonds see their face value at maturity rise to reflect increasing price levels.

  • [By Dan Caplinger]

    But bond investments have seen huge losses. Consider how broad-based the bond-market massacre has been:

    Broad measures of the overall bond market have shown definite signs of weakness, with iShares Core U.S. Bond (NYSEMKT: AGG  ) falling more than 3% since the end of April and the actively managed PIMCO Total Return (NYSEMKT: BOND  ) down almost 4% over that time frame. Longer-term-focused bonds have posted even worse results, with iShares 20+ Treasury (NYSEMKT: TLT  ) having fallen more than 8% since late April. Inflation-protected bonds are generally seen providing some defense against rising interest rates, but iShares Barclays TIPS Bond (NYSEMKT: TIP  ) has fallen by more than 7%. Even niche areas of the bond market have seen big losses, with the municipal-bond-focused iShares S&P Municipal Bond (NYSEMKT: MUB  ) down almost 5%, while the emerging-market bond ETF WisdomTree Emerging Markets Local Debt has fallen 10%.

    A combination of factors has led to some of these declines, with the strong U.S. dollar hurting international bonds. But the driving force behind all of the drops comes from rising interest rates, and investors need to understand the threat that those rates pose to the future of their bond investments.

No comments:

Post a Comment