I hope everyone out there in Readerland had a fine Thanksgiving. I certainly did, visiting family in California. With a real highlight being a drive up Highway One. In my view truly the most beautiful drive in America.
And now on to the subject at hand. There is a great deal of seasonality in this business. Hugely busy in the new year as everyone begins afresh. Then earnings season, usually followed by summer doldrums. More earnings, sometimes with events around October. Then, when December comes there is very little to do. Every professional trader and trading house is just interested in getting their books in order. Locking in profits, taking what losses they need to getting their tax situation in order, etc. Almost no one is willing to take on new risk. Everyone waits for January when the guns are reloaded and the books are clear.
What that means for you is much the same. The market will be thin and illiquid until January. There is little reason to take on ne w risks or open new positions. As I said back in March, “when there is nothing to do, do nothing”. The worst mistake you can make is to trade a thin market out of boredom or some theoretical need to trade.
What that means for me and this column is there will very likely not be a new column every day until January. I will post year end summary and review unless something happens in the market that truly needs comment.
This does not mean, however, that I am unavailable to my students, mentees, or even casual readers. I will happily answer any and all questions you may have. It may seem like heresy, but in the holiday month there is actually something more important than money or the market
The following article is from one of our external contributors. It does not represent the opinion of Benzinga and has not been edited.
10 Best Performing Stocks For 2015: Changyou.com Limited(CYOU)
Changyou.com Limited develops and operates online games in the People?s Republic of China. It involves in the development, operation, and licensing of massively multi-player online role-playing games (MMORPGs), which are interactive online games that might be played simultaneously by various game players. The company operates seven MMORPGs that include its in house developed Tian Long Ba Bu; and licensed Blade Online, Blade Hero 2, Da Hua Shui Hu, Zhong Hua Ying Xiong, Immortal Faith, and San Jie Qi Yuan. As of December 31, 2010, Changyou?s games in China had approximately 111.4 million aggregate registered accounts; 1.0 million aggregate peak concurrent users; and 2.7 million aggregate active paying accounts. The company was founded in 2003 and is based in Beijing, the People?s Republic of China. Changyou.com Limited is a subsidiary of Sohu.com Inc.
- [By Jake L’Ecuyer]
Changyou.com (NASDAQ: CYOU) shares tumbled 11.75percent to $26.02 after the company issued a weak Q1 guidance and announced the resignation of its CFO.
- [By Yiannis Mostrous]
A subsidiary of Internet portal Sohu.com, video game developer Changyou.com specializes in massively multiplayer online role-playing games (MMORPG).
10 Best Performing Stocks For 2015: Full Circle Capital Corporation (FULL)
Full Circle Capital Corporation is a business development company and operates as an externally managed non-diversified closed-end management investment company. It invests in debt and equity securities of smaller and lower middle-market companies with annual revenues between $3 million and $75 million. The company primarily invests in various categories of debt comprising asset-based senior secured loans, subordinated or unsecured loans, and mezzanine loans. It seeks to invest in a range of industries with a focus on media, communications, and business services. The company primarily seeks to invest between $3 million and $10 million. However, it can also make larger investments.
- [By Monica Wolfe]
Full Circle Capital Corp (FULL)
Over the past week there were two insiders making four buys into Full Circle Capital. These buys come as the company’s price has hit its lowest price since Nov. 2011.
10 Best Performing Stocks For 2015: HTC Corp (HTCCY)
HTC Corporation is principally engaged in the research, development and manufacturing of smart handheld devices. The Company provides touch phones, personal digital assistant (PDA) phones, smart phones, Android smart phones, Windows OS smart phones and panel computers, among others. The Company offers its products under the brand name of HTC, including HTC Butterfly series, Desire series, HTC One series, HTC Sensation series, HTC Explorer series, HTC Rhyme series, as well as HTC Radar series, among others. The Company distributes its products within domestic market and to overseas markets. Advisors’ Opinion:
- [By Leo Sun]
HTC (NASDAQOTH: HTCCY ) just unveiled the HTC Desire Eye, an unusual “selfie” phone equipped with the most powerful front-facing camera ever.
10 Best Performing Stocks For 2015: Time Warner Inc.(TWX)
Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.
- [By Tim Beyers]
Time Warner (NYSE: TWX ) adds another element to the DC television universe tonight when The Flash premieres at 8 p.m. Eastern on The CW. Arrow returns for season 3 tomorrow night, adding to a DC Comics-influenced television lineup that already features Gotham on Fox. A fourth show, Constantine, is scheduled to premiere on Friday, Oct. 24, on NBC.
- [By Tim Beyers]
Should we expect more losses in the year ahead? I’m not so sure. And yet if the chart above shows anything, it’s that investors prefer big-name franchise owners such as Disney (NYSE: DIS ) and Time Warner (NYSE: TWX ) . Viacom is still in the early stages of developing new properties to accompany Transformers.
- [By Adam Levy]
The deal is attractive enough to make even the most ardent cord cutter sign up, at least in name, for cable. Technically speaking, these customers are pay-TV subscribers since Time Warner’s (NYSE: TWX ) HBO still requires at least a small cable package to subscribe to. Bundles like this one with AT&T and a similar one with Comcast (NASDAQ: CMCSA ) could provide HBO with the market testing it needs to move over the top, though. It’s a delicate balance.
10 Best Performing Stocks For 2015: Fleetcor Technologies Inc (FLT)
FleetCor Technologies, Inc. (FleetCor) is an independent global provider of specialized payment products and services to businesses, commercial fleets, oil companies, petroleum marketers and government entities in countries throughout North America, Latin America and Europe. During the year ended December 31, 2011, the Company processed more than 215 million transactions on its networks and third-party networks. The Company operates in two segments: North American and International segments. The Company provides its payment products and services in a variety of combinations to create payment solutions for its customers and partners. In August 2011, the Company acquired Mexican prepaid fuel card and food voucher business based in Mexico City, Mexico. On December 13, 2011, the Company acquired Allstar Business Solutions Limited, a fleet card company based in the United Kingdom. In July 2012, the Company acquired a Russian fuel card company. In July 2012, the Company acquired CTF Technologies, Inc.
The Company uses third-party networks to deliver its payment programs and services. In order to deliver its payment programs and services and process transactions, it owns and operates closed-loop networks through which it electronically connects to merchants and captures, analyzes and reports information. The Company also provides a range of services, such as issuing and processing. The Company markets its payment products directly to a range of commercial fleet customers, including vehicle fleets of all sizes and government fleets. Among these customers, it provides its products and services to small and medium commercial fleets. The Company also manages commercial fleet card programs for oil companies, such as British Petroleum (BP) (including its subsidiary Arco), Chevron and Citgo, and over 800 petroleum marketers.
The Company sells a range of fleet and lodging payment programs directly and indirectly through partners, s uch as oil companies and petroleum marketers. It provides it! s customers with various card products that function like a charge card to purchase fuel, lodging and related products and services at participating locations. The Company supports these cards with issuing, processing and information services that enable it to manage card accounts, facilitate the routing, authorization, clearing and settlement of transactions. The Company provides these services in a variety of outsourced solutions ranging from an end-to-end solution (consisting issuing, processing and network services) to limited back office processing services.
In addition, the Company offers a telematics solution in Europe that combines global positioning, satellite tracking and other wireless technology to allow fleet operators to monitor the capacity utilization and movement of their vehicles and drivers. The Company offers prepaid fuel and food vouchers and cards in Mexico that may be used as a form of payment in restaurants, grocery stores and gas statio ns. Approximately 10.4% of its revenue during the year ended December 31, 2011 came from its lodging and telematics products.
During 2011, the Company owns and operates eight closed-loop networks in North America and internationally. Fuelman network is the Company’s primary fleet card network in the United States. Corporate Lodging Consultants network (CLC) is the Company’s lodging network in the United States and Canada. The CLC Lodging network covers more than 17,700 hotels across the United States and Canada. Commercial Fueling Network (CFN) is the Company’s members only unattended fueling location network in the United States and Canada. Keyfuels network is the Company’s primary fleet card network in the United Kingdom.
CCS network is the Company’s primary fleet card network in the Czech Republic and Slovakia. Petrol Plus Region (PPR) network is the Company’s primary fleet card network in Russia, Poland, Ukraine, Belarus, Lithuania, Estonia and Latvia. Mexican network is the Company’s fuel! and food! card and voucher network in Mexico. Allstar network is the Company’s fleet card network in the United Kingdom. In the United States, the Company issues corporate cards that utilize the MasterCard payment network, which includes 176,000 fuel sites and 398,000 maintenance locations across the country. The networks of locations owned by the Company’s oil and petroleum marketer partners in both North America and internationally are utilized to support the card programs of these partners.
UNION TANK Eckstein GmbH & Co. KG (UTA) operates a network of over 46,000 fleet card-accepting locations across 38 countries throughout Europe, including more than 31,000 fueling sites. DKV operates a network of over 45,000 fleet card-accepting locations across 36 countries throughout Europe, including more than 30,500 fueling sites. In Mexico, the Company issues fuel cards and food cards that utilize the Carnet payment network, which includes approximately 8,700 fueling sites and 78,890 food locations across the country.
The Company competes with Wright Express Corporation, Comdata Corporation, U.S. Bank Voyager Fleet Systems Inc., Edenred and Sodexo, Inc.
- [By MONEYMORNING.COM]
One of the best companies in this business is FleetCor Technologies Inc. (NYSE: FLT) – and it just got substantially better thanks to a very strategic acquisition. Investors loved the deal, and FLT stock skyrocketed 9.2% in one day on news of the acquisition – and has revved up another 5% since then.
- [By MONEYMORNING.COM]
And FPX holds some great tech stocks: Tesla Motors Inc. (Nasdaq: TSLA), NXP Semiconductors NV (Nasdaq: NXPI), and Fleetcor Technologies (NYSE: FLT), a leading payments processing firm, are just the start of the list.
- [By Louis Navellier] Popular Posts: 3 ‘A’ Stocks to Buy – Are They Still Buys for the Third Quarter?3 Gold Mining Stocks Ready to Shine2 High-Profile Chinese Stocks to Sell Recent Posts: The Best Is Yet to Come for FleetCor (FLT) 2 High-Profile Chinese Stocks to Sell 3 Gold Mining Stocks Ready to Shine View All Posts The Best Is Yet to Come for FleetCor (FLT)
Editor’s note: This column is part of our Best Stocks for 2014 contest. Louis Navellier’s pick for the contest is FleetCor Technologies (FLT).
10 Best Performing Stocks For 2015: Cass Information Systems Inc(CASS)
Cass Information Systems, Inc. provides payment and information processing services to large manufacturing, distribution, and retail enterprises in the United States. The company provides transportation invoice rating, payment, audit, accounting, and transportation information services. It also processes and pays utility invoices, including electricity, gas, and other facility related expenses, as well as offers bill processing, audit, and payment services for telephone, data line, cellular, and communication equipment expense to the telecommunications expense management market. In addition, Cass Information Systems, through its banking subsidiary, Cass Commercial Bank, provides a range of commercial banking products and services, such as checking, savings, and time deposit accounts; commercial and commercial real estate loans; and cash management services to privately owned businesses, and churches and church-related ministries. It operates through five branches, includin g four in the St. Louis metropolitan area; and one in southern California. The company was formerly known as Cass Commercial Corporation and changed its name to Cass Information Systems, Inc. in January 2001. Cass Information Systems, Inc. was founded in 1906 and is headquartered in Bridgeton, Missouri.
- [By Charles Carlson]
Cass Information Systems (CASS) provides invoice management, audit, and payment services for companies in a variety of industries. The company disburses approximately $35 billion annually for its clients.
10 Best Performing Stocks For 2015: IDGlobal Corp (IDGC)
ID Global Corporation (IDGC), incorporated on March 1, 2006, is a diversified holdings company with a focus on emerging and middle market investment opportunities in North America. The Company seeks to invest in emerging and private companies. The Company acts as a catalyst between the companies to raise and infuse capital when required.
The Company offers finance, social media and eco friendly products so that companies can independently manage and operate their business. IDGC through its debt and equity investments, controls interests in private companies, as well as special situation start-ups.
- [By Peter Graham]
Small cap stocks IDGlobal Corp (OTCMKTS: IDGC), Embarr Downs Inc (OTCMKTS: EMBR) and SourcingLink.net, Inc (OTCMKTS: SNET) have been getting some extra attention in various investment newsletters or investor alerts lately as at least two of these stocks have been the subject of paid promotions or other types of investor relations activities. Of course, there is nothing wrong with properly disclosed promotions or investor relations activities. But just how hot are these two small cap stocks? Here is a closer look and a quick reality check:
10 Best Performing Stocks For 2015: Tandem Diabetes Care Inc (TNDM)
Tandem Diabetes Care, Inc., incorporated on July 1, 2008, is a medical device company with an approach to the design, development and commercialization of products for people with insulin-dependent diabetes. The Company designed and commercialized its flagship product, the t:slim Insulin Delivery System, or t:slim, based on its technology platform and consumer-focused approach. Its technology platform features Micro-Delivery Technology, a miniaturized pumping mechanism, which draws insulin from a flexible bag within the pump’s cartridge rather than relying on a syringe and plunger mechanism. The Company also applies the science of human factors to its design and development process, which seeks to optimize its devices to the intended users, allowing users to successfully operate the devices in their intended environment.
The Company developed t:slim to offer the specific features that people with insulin-dependent diabetes seek in a next-generation insulin p ump. The Company designed it to have the look and feel of a modern consumer electronic device, such as a smartphone. It is the insulin pump to feature a high resolution, color touchscreen. It is also the slimmest and smallest durable insulin pump on the market, and can easily and discreetly fit into a pocket, while still carrying a cartridge with 300 units of insulin.
The Company designed its flagship product, t:slim, to have the look and feel of a modern consumer electronic device, such as a smartphone. t:slim is the slimmest and smallest durable insulin pump on the market. With its narrow profile, which is similar to many smartphones, t:slim can easily and discreetly fit into a pocket. Its technology platform allows for the use of a vivid touchscreen and easy-to-navigate software architecture, which provide users simple access to the key functions of t:slim directly from the Home Screen. Insulin pump users can quickly learn how to efficiently navigate t:slim