Hot Industrial Disributor Companies To Buy For 2015


CHICAGO (TheStreet) — For investors, the payoff on the Boeing (BA) 787 Dreamliner came late, but it is here now with airlines finding new uses for the plane, a new costlier model flying for the first time on Tuesday and Boeing shares flirting with their all-time high.

Still, the teething pains for the aircraft continue. On Sunday, Norwegian Air Shuttle had to leave 70 passengers in New York because of a hydraulic pump problem. Earlier this month, Boeing briefly grounded its two 787s due to brake problems and other issues. The planes were grounded even as the airline was touting its 787 purchases and route expansion that will have its Dreamliners in four U.S. cities by this summer.

Hot Industrial Disributor Companies To Buy For 2015: Kamada Ltd (KMDA)


Kamada Ltd. is an Israel-based biopharmaceutical company, which develops, produces and markets therapeutics, based on chromatographic purification technology. It offers bio-therapeutics for human use, such as specialty proteins, specific immunoglobulins, and other prescription medicines. The Company’s product line includes intravenous AAT for chronic replacement therapy in individuals with congenital alpha-1 antitrypsin deficiency; KamRAB for prophylaxis of rabies infection; KamRho-D IM for prophylaxis of Rh hemolytic disease of the newborn; KamRho-D IV for treatment of immune thrombocytopenic purpura; and IVIG, a replacement therapy in primary and secondary immune therapy. Its product line also comprises Protosol to reduce blood loss in patients undergoing cardiac surgery; Heparin sodium injection for coagulation inhibition and prophylaxis of thromboembolic diseases and Heparin Lock Flush to maintain potency of intravenous injection device among other. Advisors’ Opinion:

  • [By Monica Gerson]

    Kamada (NASDAQ: KMDA) shares fell 27.54% to $10.00 in pre-market trading after the company reported preliminary Alpha-1 Antitrypsin Phase II/III trial results.

  • [By Jake L’Ecuyer]

    Equities Trading UP
    Kamada (NASDAQ: KMDA) shares shot up 2.64 percent to $15.37 after the company announced the US proof-of-concept study with Glassia to treat GVHD.

  • [By Life Sciences Report]

    AF: Kamada Ltd. (KMDA) is a relatively unknown Israeli company that is doing very well. It is listed on the Tel Aviv Stock Exchange and the NASDAQ. It has an intravenous form of a drug for alpha-1 antitrypsin (AAT) deficiency, which causes lung and liver disease, that is partnered with Baxter International Inc. (BAX).

Hot Industrial Disributor Companies To Buy For 2015: Copart Inc. (CPRT)


Copart, Inc. provides online auctions and vehicle remarketing services in the United States, Canada, and the United Kingdom. The company offers a range of services for processing and selling vehicles over the Internet through its Virtual Bidding Second Generation Internet auction-style sales technology, to vehicle sellers, primarily insurance companies, banks and financial institutions, charities, car dealerships, fleet operators, and vehicle rental companies. Its services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, flexible vehicle processing programs, member network, sales process, dealer services, direct services, and u-pull-it services, as well as CoPartfinder, an Internet-based used vehicle parts locator that provides vehicle dismantlers with resale opportunities for their purchases. Th e company sells its products to licensed vehicle dismantlers, rebuilders, repair licensees, used vehicle dealers, and exporters, as well as the general public. Copart, Inc. was founded in 1982 and is headquartered in Fairfield, California.


Advisors’ Opinion:

  • [By Geoff Gannon] wo companies in its industry that are public. The other company is part of a kind of conglomerate car sales company. That other company, KAR Auction Services (KAR), was much more explicit in detailing the competitive position of Copart and Insurance Auto Auctions. It even gave market share data.

    This is common. Often one company will choose not to give names or put percentages on certain competitive facts. The other company will do so. And even when that is not the case, the two companies will often make statements that — when taking together — can give you rough indications of certain realities that neither company entirely intended to provide.


    The same is true for certain suppliers and customers. Although this is complicated by size. Very large customers of small companies are not good sources of information. But smaller companies often provide better insights into the larger suppliers, customers, etc., they deal with. That’s because — due to their small size — more information is material and is explained in detail.

    I have found situations where one company simply says who the customer is that they are supplying. While the other company explains what product that supply goes into, the purchase amount, whether it is an exclusive arrangement, etc.


    So it is always important to — at a minimum — read the 10-Ks, 14As, and (where available) S-1s of every public company in the industry. This will give you a lot of insight into the competitive situation. Sometimes it is helpful to also look at customers and suppliers. However, this is not true of very large customers and suppliers because they will not discuss the specific area you are interested in.

    For example, Honeywell is a large customer of George Risk. It would do me no good to study Honeywell to learn about George Risk. Honeywell is a huge company. What they buy from George Risk is irrelevant to their shareholders. So they do not discuss it.


    An exception to this is

  • [By Geoff Gannon] facility. They have to either buy somebody out (in which case you might not penalize them in free cash flow) or buy and develop a new salvage yard from scratch (in which case, almost all FCF calculations will punish them for this cap-ex).

    But, if you really believe that Copart can achieve anything like a 27% return on net tangible assets (my estimate of what they’ve done in the past) – should you be penalizing them at all?

    Isn’t a $1 increase in inventory, receivables, and/or land that is going to earn 27 cents a year worth every bit as much as if it was paid out to you (or was sitting in cash at a bank)?


    So, aren’t earnings for a company that earns a 20%+ return on tangible investment clearly worth every bit as much as free cash flow?

    I would say yes. If and only if you believe the future return on the earnings retained by the business today (the marginal return) is in a sense comparable to the average return in the past.

    Don’t confuse how fast a car is moving at this instant with how much distance it’s covered in the past hour.

    The past average is just the past average. It is not the same as what the company will earn on the next dollar of capital it puts into the business.


    But it can be used as a guide. Especially for wide moat businesses.

    Like any rough guide – you want to leave a big margin of safety. So, if you think you can make 10% on the money in your brokerage account and the company you are investing in has an average unleveraged return on tangible net assets of 12% – that’s pretty much a wash. I can’t say that money is better off with the company than it is with you. And I think – absent tax concerns – it would make perfect sense to hope the company paid that cash out to you.

    At a 20% unleveraged return on tangible net assets I’d feel differently. The evidence points to the company having a better chance to earn more on the capital inside the business than you’d be able to ea

  • [By Geoff Gannon]

    The same rule applies here that I mentioned with Copart (CPRT) in an earlier article. Although Wal-Mart is an inferior business to Copart from a pure ROI standpoint, it’s still earning good returns on its investment.

Hot Industrial Disributor Companies To Buy For 2015: General Growth Properties Inc. (GGP)

General Growth Properties, Inc is an equity real estate investment trust. The firm invests in the real estate markets of the United States. It engages in owning, managing, leasing, and redeveloping high-quality regional malls. General Growth Properties, Inc was founded in 1986 and is based in Chicago, Illinois.


Advisors’ Opinion:

  • [By Will Ashworth]

    REITs such as Simon Property Group (SPG) and General Growth Properties (GGP) have enterprise values that are 20 times EBITDA, while LTM stock putters along at slightly less than nine times EBITDA.

  • [By Michael Calia]

    General Growth Properties Inc.(GGP) said its fourth-quarter profit surged as it reported a higher mall-leased percentage and a bigger-than-expected increase in revenue.

  • [By Myra P. Saefong]

    After the close Monday, fourth-quarter results are due from the Hartford Financial Services Group Inc. (HIG) , which is projected to report earnings of 90 cents per share, Edwards LifeSciences Corp. (EW) , expected to post earnings per share of 82 cents and General Growth Properties Inc. (GGP) , expected to report a profit per share of 35 cents. For its first quarter, Hologic Inc. (HOLX)  is expected to post earnings per share of 31 cents.

Hot Industrial Disributor Companies To Buy For 2015: PulteGroup Inc. (PHA)


PulteGroup, Inc., through its subsidiaries, engages in homebuilding and financial services businesses primarily in the United States. The company’s homebuilding business includes the acquisition and development of land primarily for residential purposes within the United States; and the construction of housing on such lands. It offers various home designs, including single-family detached, townhouses, condominiums, and duplexes under the Pulte Homes, Del Webb, and Centex brand names. As of December 31, 2011, its homebuilding operations offered homes for sale in approximately 700 communities. The company’s financial services business consists of mortgage banking and title operations. It arranges financing through the origination of mortgage loans for its homebuyers; sells such loans and related servicing rights; and provides title insurance policies as an agent, and examination and closing services to its home buyers. The company was formerly known as Pulte Homes, Inc. an d changed its name to PulteGroup, Inc. in March 2010. PulteGroup, Inc. was founded in 1956 and is headquartered in Bloomfield Hills, Michigan.


Advisors’ Opinion:

  • [By DailyFinance Staff]

    LM Otero, AP The housing market has been leading the economic recovery, but have housing stocks hit the ceiling? They’re jumping today after a very bullish report on housing starts: New construction projects last month topped the 1 million annual rate for the time since before the financial crisis began in 2008. That’s lifted shares of leading homebuilders by two to four percent today, adding to the huge gains over the past year. KB Homes (KBH), Pulte (PHA) and Hovnanian (HOV) have all doubled in price over the past year. Lennar (LEN) is up 44 percent, D.R. Horton (DHI) is up 47 percent and Toll Brothers (TOL) 33 percent. Those gains have prompted several other builders to go public this year. Taylor Morrison Home (TMHC), Tri Pointe, and William Lyon Home have all moved higher since their IPOs. And even though there’s plenty of optimism that housing will continue to lead the broader economic recovery, there’s some concern that these stocks may slow down. Homebuilder stocks can no longer be considered cheap. So some analysts see alternate routes for investors looking to play the housing boom. One way is through home-improvement retailers, which benefit from sales of both new and existing homes. Other plays include lumber, furniture and appliance companies. It’s also worth noting that today’s report on home construction showed that starts of single-family homes actually declined in March. It was the more volatile multi-family sector that led the advance. But there may be some stock market opportunities in REITs – real estate investment trusts – which focus on apartments. Among the biggest ones are Post Properties, Essex Property Trust and Associated Estates. They make money from collecting monthly rents. And these stocks generally trade below the value of the properties they own. Even some builders known for single-family homes are moving into the multi-family segment. Lennar announced in January that it plans to enter the apartment rental mar

Hot Industrial Disributor Companies To Buy For 2015: ChemoCentryx Inc (CCXI)


ChemoCentryx is a biopharmaceutical company focused on discovering, developing and commercializing orally-administered therapeutics to treat autoimmune diseases, inflammatory disorders and cancer. The Company targets the chemokine system, a network of molecules, including chemokine ligands and their associated receptors, as well as related chemo-attractant receptors, all of which are known to drive inflammation. As of December 31, 2011, the Company had four drug candidates in clinical development. Its drug candidates include Traficet-EN (CCX282, GSK’786 or vercirnon), CCX140, CCX354, CCX168, CCX872, CCX507 and CCX662. The Company is also advancing several additional independent drug candidates through preclinical development. The Company’s wholly owned subsidiary is ChemoCentryx Limited.


The Company’s drug candidate Traficet-EN (CCX282, GSK’786), is to control the inflammatory response underlying IBD by targeting the chemokine receptor known as CCR9. The Co mpany has completed nine clinical trials with Traficet-EN in a total of 785 subjects, including five Phase I clinical trials (three in the United States and two in the United Kingdom), one thorough QT study in the United States (an assessment of cardiovascular safety which is required for regulatory approval), and three Phase II clinical trials (one in the Netherlands, the United Kingdom, and the United States, one in Finland and one (PROTECT-1) in Australia, Austria, Belgium, Brazil, Bulgaria, Canada, the Czech Republic, Denmark, France, Germany, Hungary, Israel, the Netherlands, Poland, South Africa, Sweden and the United Kingdom). As of December 31, 2011, the Company’s Traficet-EN drug candidate is in four pivotal Phase III clinical trials being conducted by its partner Glaxo Group Limited (GSK).


The Company’s independent drug candidate CCX140, targets the chemokine receptor known as CCR2. CCX140 is a potent and selective antagonist of CCR2 that is found on subsets of monocytes and macrophages, which are cells of th! e immune system. In January 2011, the Company completed a 159-patient randomized Phase II clinical trial, conducted in Australia, the Czech Republic, Germany, Hungary and New Zealand, to assess the safety and tolerability of CCX140 in patients with type 2 diabetes. In addition, CCX140 demonstrated biological activity through a dose-dependent decrease in fasting plasma glucose.


CCX354 targets the chemokine receptor known as CCR1. Synovial fluid from the joints of rheumatoid arthritis (RA) patients contains high levels of activated CCR1 chemokine ligands. The Company completed two Phase I clinical trials in a total of 84 healthy subjects, conducted in Switzerland followed by a Phase I/II clinical trial in 24 patients with stable RA, conducted in Belgium and Romania, and a Phase II proof-of-concept clinical trial in 160 patients with moderate-to-severe RA, conducted in Belgium, the Czech Republic, Germany, Hungary, Poland, Romania and the Ukraine. GSK exercised it s option to further develop and commercialize CCX354 in November 2011 and had an exclusive right to initiate a Phase II b clinical trial for CCX354 in RA.


CCX168 targets the chemo-attractant C5a receptor (C5aR), which binds to a biologically activated fragment of the complement protein known as C5. As of December 31, the Company completed a Phase I clinical trial for CCX168, conducted in Switzerland. The Company initiated a Phase II proof-of-concept clinical trial in AAV in the fourth quarter of 2011. Its CCX872 is an independent next generation CCR2 drug candidate for the treatment of metabolic diseases, its CCX507 is an independent drug candidate for the treatment of inflammatory bowel disease (IBD) and CCX662 is an independent drug candidate for the treatment of glioblastoma multiforme (GBM).


The Company competes with Abbott Laboratories, Amgen Inc, AstraZeneca plc, Biogen Idec Inc, Bayer AG, Elan Corporation plc, Glaxo Group Limited, Merck & Co Inc, Merck Serono, Takeda Pharmaceutical Co Ltd, Novartis AG! , Pfizer ! Inc, Reata Pharmaceuticals, Inc., Sanofi SA, Teva Pharmaceutical Industries Ltd, Bristol-Myers Squibb, Incyte Corp and UCB Pharma.

Advisors’ Opinion:

  • [By James E. Brumley]

    The last few weeks haven’t been particularly encouraging for Crohn’s disease sufferers. In August, GlaxoSmithKline (NYSE: GSK) and ChemoCentryx (NASDAQ:CCXI) reported that a jointly-developed Crohn’s drug, vercirnon, had failed to meet its late-stage trial endpoints. Though the in-development drug isn’t dead in the water (GSK and CCXI could rework the drug, the testing regimen, or use it for other indications), it doesn’t look good. Then this month – just a few days ago – Coronado Biosciences Inc. (NASDAQ:CNDO) reported that its Phase 3 trials of Crohn’s disease drug TSO had also failed to meet its primary endpoints as well. Like vercirnon, CNDO isn’t completely out of luck here with the treatment, but forging ahead with further development of the treatment is grasping at straws. Crohn’s sufferers don’t need to give up home just yet, however – TNI Biotech Inc. (OTCMKTS:TNIB) appears to have a Crohn’s treatment that works, and should be able to sidestep the problems that pl agued ChemoCentryx, GlaxoSmithKline, and Coronado Biosciences.

  • [By CRWE]

    ChemoCentryx, Inc. (Nasdaq:CCXI), reported that Thomas J. Schall, Ph.D., President and Chief Executive Officer, will present at the BioCentury NewsMakers in the Biotech Industry Conference on Friday, September 7, 2012, at 9:30 a.m. Eastern Time at the Millennium Broadway Hotel & Conference Center in New York, NY.

Hot Industrial Disributor Companies To Buy For 2015: Synacor Inc (SYNC)

Synacor, Inc. (Synacor) is a provider of solutions for delivery of online content and services. Synacor delivers its solutions as a set of services through its hosted and managed platform, enabling cable and telecom service providers and consumer electronics manufacturers to provide the online content and services. The Company platform allows its customers to package an array of online content and services with their Internet, communications, television and other offerings. Its platform includes Website design and development, unified registration and login (single sign-on), billing integration, personalization, video delivery capability, content management system, household management, toolbar and television listings. Its customers offer the services under their own brands on Internet-enabled devices such as personal computers (PCs), tablets, smartphones and connected televisions. In January 2012, Synacor acquired the assets of Carbyn, Inc. (Carbyn). In May 2012, the Comp any acquired Carbyn, the hypertext markup language 5 (HTML5) Platform. In November 2013, Synacor Inc acquired Teknision.


Synacor’s acquired assets consist of mobile device software and technology and other property, which it enhances the efforts in the development of next generation Web applications for mobile devices. The Company’s hosted and managed platform allows the customers to enhance their consumers’ online experience. Its customers use the platform to develop personalized Websites that serve as their consumers’ respective online hubs for communication services, entertainment offerings and support services. Its platform enables the customers to combine entertainment, such as television shows, multi-player games and streaming music based on a subscriber’s access rights and preferences with communications offerings, such as voicemail, e-mail, and third party messaging services, such as Yahoo Mail, Google Gmail, AOL Mail, Facebook, and Twitter. It s platform also allows the customers to deliver appropriate ! account tools, support, bill pay services and up-sell promotions to their consumers, all without leaving the applicable customer’s Website.


Website Design and Development

Synacor creates, designs and develops branded Websites for the customers. The Company’s Websites is designed to be the online destination for the customers’ consumers and aggregate an array of resources, including free-to-subscriber content and service offerings, value added services, online content and search, all in one location.

Unified Registration and Login (Single Sign-On)

Synacor’s platform gives subscribers access to all of the services and paid content, including subscription television programming the consumer have the right to consume, using a single user ID and password, which are the same credentials that they use for e-mail. Single sign-on for subscribers is integrated with both its customers and the content and value added service p artners.


Billing Integration

Synacor’s platform allows the customers to integrate billing for services and paid content purchases with other services and products provided to their subscribers, including television and telephony service. A customer may collect transaction fees through credit card or on the subscriber’s service provider bill, and it may bill transactions each time the consumer occur or on a monthly basis using monthly summary totals. The Company’s system enables online bill review, providing subscribers with access to a detailed transaction account.


Personalization

Synacor’s platform enables the consumer to personalize his or her online experience through customization and localization. Consumers may add, delete, move, and otherwise customize the content displayed on its customers’ branded Websites, such as by setting preferred television stations in its television-at-a-glance module. Localization allows consumers to set a Website to a favorite zip code to ! gain acce! ss to radio stations, weather, movies, and events, all in the local area. The Company’s platform also allows consumers to comment on online articles and to create shortcuts to their favorite content using an online personal assistant on the personalized Website.


Video Delivery Capability

Synacor’s video delivery capability includes two primary components: a video player and a video discovery and delivery system. The video player contains video controls, such as play, pause, fast forward and rewind and full-screen viewing and can be configured to play within or on top of a page. The Company’s video discovery and delivery system is database-driven, supports multiple video hosting methods and enables transcoding from a number of video formats to formats that are playable on a variety of devices. The system contains a number of access control mechanisms, including the ability to restrict access based on Internet protocol (IP) address location, cons umer type or household management settings. The system also permits consumers to search videos and browse by channel, genre or content type.


Content Management System

Synacor’s content management system enables the customers and it to create customizable online experiences containing content from various sources. Content is distributed through Web services in an architecture that is portable to multiple devices and platforms. The Company’s system is comprised of administrative interfaces, a scalable content storage system and a system to distribute content to the platform. The interface is easy to use and displays a preview of page or component designs prior to approval and publishing. Its system can also automatically publish content from outside sources or assign publishing rights, by site section, to outside vendors.


Household Management

Synacor’s household management system puts parents in control of the content their children are allowed to purchase or consume through i! ts platfo! rm. This system allows the head of household to specify the range of products the consumer’s child accounts may access and utilize and to establish preset spending limits for content purchases, such as music.

Toolbar and Television Listings

Synacor offers its customers the ability to create branded toolbars that can be personalized by their consumers. The toolbar can be updated automatically as new features become available and may be configured with search, weather, television and movie listings, as well as services and paid content packages, enabling consumers to access their favorite features on the platform even when they leave the customers’ Websites. The toolbars can also integrate internal services, such as instant messaging, customer support and e-mail. The Company’s platform provides television listings and corresponding television channels, which enables consumers to search and browse local television programming.


The Co mpany competes with Yahoo! Inc., Google, AOL LLC, Microsoft Corporation, Netflix, Inc., Hulu, LLC and Amazon.com Inc.

Advisors’ Opinion:

  • [By John Udovich]

    Although Small cap Synacor Inc (NASDAQ: SYNC) calls itself the place “where Tech, Hollywood and Madison Avenue meet in the cloud,” its not exactly been a blockbuster for investors – meanings its worth taking a closer look at the stock along with the performance of potential benchmarks like the First Trust ISE Cloud Computing Index (NASDAQ: SKYY), iShares North American Tech-Software (NYSEARCA: IGV) and Global X Social Media Index ETF (NASDAQ: SOCL).

  • [By Monica Gerson]

    Synacor (NASDAQ: SYNC) is estimated to post a Q1 loss at $0.05 per share on revenue of $24.53 million.

    Diana Containerships (NASDAQ: DCIX) is projected to report its Q1 earnings at $0.01 per share on revenue of $13.22 million.

  • [By John Udovich]

    Small cap Synacor Inc (NASDAQ: SYNC) says its “where Tech, Hollywood and Madison Avenue meet in the cloud” but its not exactly been a blockbuster for investors – meanings its worth taking a closer look at the stock along with the performance of potential benchmarks like the First Trust ISE Cloud Computing Index (NASDAQ: SKYY), iShares North American Tech-Software (NYSEARCA: IGV) and Global X Social Media Index ETF (NASDAQ: SOCL).

Hot Industrial Disributor Companies To Buy For 2015: Idenix Pharmaceuticals Inc.(IDIX)


Idenix Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery and development of drugs for the treatment of human viral diseases in the United States and Europe. Its primary research and development focus is on the treatment of patients with hepatitis C virus (HCV). The company?s HCV discovery program focuses on various classes of drugs, including nucleoside/nucleotide polymerase inhibitors, protease inhibitors, non-nucleoside polymerase inhibitors, and NS5A inhibitors. It develops products and drug candidates for the treatment of patients with hepatitis B virus (HBV), human immunodeficiency virus (HIV) type-1, and acquired immune deficiency syndrome (AIDS). The company principally has a collaboration agreement with Novartis Pharma AG for the development and commercialization of telbivudine, a drug for the treatment of HBV under the Tyzeka/Sebivo names. Idenix Pharmaceuticals, Inc. was founded in 1998 and is headquartered in Cambridge, Massachusetts.


Advisors’ Opinion:

  • [By John Udovich]

    While Intercept Pharmaceuticals Inc (NASDAQ: ICPT) surged earlier this year and Achillion Pharmaceuticals, Inc (NASDAQ: ACHN) has surged this week after Merck & Co. Inc (NYSE: MRK) agreed to purchase hepatitis stock Idenix Pharmaceuticals Inc (NASDAQ: IDIX) at a 239% premium, it seems the herd has realized that small cap Conatus Pharmaceuticals Inc (NASDAQ: CNAT) is also a liver disease stock as shares suddenly surged 56.69% on no apparent company news. But just what is Conatus Pharmaceuticals and is it worth taking a chance on?

  • [By John Udovich]

    The latest biotech news or news surrounding small cap biotech stocks like Idenix Pharmaceuticals Inc (NASDAQ: IDIX), Dendreon Corporation (NASDAQ: DNDN) and TNI BioTech, Inc (OTCMKTS: TNIB) includes a merger, a CEO resignation and a steady stream of IPO filings:

  • [By Ben Levisohn]

    The market doesn’t necessarily want to go higher–it just can’t seem to help itself. Walt Disney (DIS), Analog Devices (ADI) and Idenix Pharmaceuticals (IDIX) gained.

  • [By Susan J. Aluise]

    A couple of headwinds have emerged recently, however: Idenix Pharmaceuticals (IDIX) filed a patent infringement lawsuit against Gilead over Sovaldi; insurers — particularly those that administer Medicaid — are crying foul at Sovaldi’s hefty price tag: $84,000 for a 12-week course of the drug. Unlike many biopharmaceutical treatments that are geared toward rare conditions, the Hepatitis C market is huge globally, raising the possibility that Sovaldi could be one of the most profitable new drug launches in history.

Hot Industrial Disributor Companies To Buy For 2015: Lumos Networks Corp (LMOS)


Lumos Networks Corp. is a fiber-based service provider in the Mid-Atlantic region. The Company provides data, broadband, voice and Internet protocol (IP) services over fiber optic network. The Company offers a range of data and voice products supported by approximately 5,800 fiber-route miles in Virginia, West Virginia, and portions of Pennsylvania, Maryland, Ohio and Kentucky. Its products and services include metro Ethernet, IP services, business advantage bundle, managed router service, broadband, voice services and Web hosting. On October 14, 2011, NTELOS Holdings Corp. announced a distribution date of October 31, 2011, for the spin-off of Lumos Networks Corp.


The Company’s broadband services include Business DSL, Dedicated Business Service, Managed Router Services, Business Broadband XL, Business PC Services and Web Hosting. Its IP services include Integrated Access, IP Trunking, IP Centrex and IP Phones. Its voice service include Business Voice, Busin ess Advantage Bundle, nTouch, Intelligent Messaging, Simultaneous Ring, Conference Calling and Long Distance. Its data services include Metro Ethernet and Quality of Service. Lumos Networks Business DSL provides up to six megabits per second downstream and one megabit per second upstream. Its managed router support service equipment includes staging, installation, configuration, and maintenance while support provides around-the-clock monitoring, management and trouble resolution and direct access to networking experts. Its Business Broadband XL offers a selection of high download speeds. Lumos Networks’ Integrated Access solution can integrate local voice, long distance, voicemail, and broadband Internet access. Lumos Networks nTouch brings voicemail linking IP Centrex and nTelos Wireless phone.


Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Top losers in the sector included NQ Mobile (NYSE: NQ), off 5.8 percent, and Lumos Networks (NASDAQ: LMOS), down 2.9 percent.

    Top Headline
    Citigroup (NYSE: C) reported better-than-expected first-quarter results. Citigroup’s quarterly profit surged to $3.94 billion, versus a year-ago profit of $3.81 billion. On a per-share basis, it earned $1.23. Excluding one-time items, its earnings rose to $1.30 versus $1.29. Its revenue declined to $20.12 billion. However, analysts were projecting earnings of $1.14 per share on revenue of $19.37 billion.

  • [By Jake L’Ecuyer]

    Top losers in the sector included NQ Mobile (NYSE: NQ), off 5.8 percent, and Lumos Networks (NASDAQ: LMOS), down 2.9 percent.

    Top Headline
    Citigroup (NYSE: C) reported better-than-expected first-quarter results. Citigroup’s quarterly profit surged to $3.94 billion, versus a year-ago profit of $3.81 billion. On a per-share basis, it earned $1.23. Excluding one-time items, its earnings rose to $1.30 versus $1.29. Its revenue declined to $20.12 billion. However, analysts were projecting earnings of $1.14 per share on revenue of $19.37 billion.

  • [By Lee Jackson]

    Lumos Networks Corp. (NASDAQ: LMOS) is a leading provider of fiber-based bandwidth infrastructure and IP services in key mid-Atlantic markets. It announced last month it had launched its cloud-based hosted call center solution, which provides best-in-class automated call distribution, integrated voice response and call reporting to help organizations manage call volumes more effectively and efficiently. The service operates over Lumos’s carrier-grade, premium optical network, which provides high-speed, resilient access to the call-center cloud service. The consensus price target for the stock is $20.50. Investors are paid a reasonable 2.7% dividend. Lumos closed Thursday at $20.77.

Hot Industrial Disributor Companies To Buy For 2015: Cbeyond Inc.(CBEY)


Cbeyond, Inc. provides managed information technology (IT) and communications services to small businesses in the United States. Its services include local and long-distance voice, broadband Internet, mobile services, broadband laptop access, voicemail, email, Web hosting, fax-to-email, data backup, file-sharing, virtual private networking, and cloud servers; and cloud applications, data center infrastructure as a service, cloud private branch exchange phone systems, metro Ethernet, multi-protocol label switching, information security, administration management, and professional services to migrate and manage customer environments. It sells its products and services through direct sales; value-added resellers, local area network consultants, and other IT and communications consultants; and managed services providers, systems integrators, and software vendors. The company was formerly known as Cbeyond Communications, Inc. and changed its name to Cbeyond, Inc. in July 2006. Cbeyond, Inc. was founded in 2000 and is headquartered in Atlanta, Georgia.


Advisors’ Opinion:

  • [By Lisa Levin]

    Cbeyond (NASDAQ: CBEY) shares gained 38.56% to touch a new 52-week high of $9.81 after the company agreed to be acquired by Birch Communications in all-cash transaction valued at $323 million.

  • [By Monica Gerson]

    Cbeyond (NASDAQ: CBEY) soared 6.29% to $6.76 in the pre-market trading. Cbeyond shares have dropped 10.67% over the past 52 weeks, while the S&P 500 index has gained 26.42% in the same period.

  • [By Lisa Levin]

    Cbeyond (NASDAQ: CBEY) shares reached a new 52-week low of $6.07. Cbeyond’s PEG ratio is -1.19.

    Swisher Hygiene (NASDAQ: SWSH) shares touched a new 52-week low of $0.732. Swisher Hygiene appointed William Pierce as its new president and CEO.

Hot Industrial Disributor Companies To Buy For 2015: Buckeye Partners L.P. (BPL)

Buckeye Partners, L.P. owns and operates refined petroleum products pipeline systems in the United States. Its Pipelines & Terminals segment transports refined petroleum products; and provides bulk storage and terminal throughput services in the continental United States. This segment owns and operates approximately 6,000 miles of pipeline serving approximately 110 delivery locations; and has 100 active products terminals with aggregate storage capacity of approximately 40 million barrels. The company’s International Operations segment provides marine terminal throughput, marine bulk storage, and other related services. This segment operates through two petroleum product terminals located on Grand Bahama Island, in The Bahamas and in Puerto Rico with an aggregate storage capacity of approximately 30 million barrels. Its Natural Gas Storage segment provides natural gas storage services through a facility with approximately 30 billion cubic feet of working natural gas storage capacity located in Northern California. The company’s Energy Services segment engages in the wholesale distribution of refined petroleum products, including gasoline; propane; ethanol; biodiesel; and petroleum distillates, such as heating oil, diesel fuel, and kerosene to wholesalers and commercial users. Its Development and Logistics segment provides contract operations, construction management, and asset development services to third-party pipeline and energy assets, and energy companies in the United States. This segment owns and operates 2 underground propane storage caverns with approximately 800,000 barrels of throughput and storage capability in Indiana and Illinois; and a 30-mile ammonia pipeline and 25 miles of pipeline in Texas. Buckeye GP LLC serves as the general partner of the company. Buckeye Partners, L.P. was founded in 1886 and is headquartered in Houston, Texas.

Advisors’ Opinion:

  • [By David Dittman]

    Question: If I’m relying on dividends for income, does it make sense to sell some or all shares because the price went up 50 percent, Buckeye Partners LP (NYSE: BPL) for example?

  • [By Aimee Duffy]

    Master limited partnerships are not like other stocks, and the metrics we use to compare an MLP to its peers differ from the metrics we use to compare regular companies. For example, instead of the traditional P/E ratio, we emphasize MLP-specific metrics like distribution coverage ratio and today’s focus: price to distributable cash flow (P/DCF). I’ll use Enterprise Products Partners (NYSE: EPD  ) , Kinder Morgan Energy Partners (NYSE: KMP  ) , and Buckeye Partners (NYSE: BPL  ) to illustrate the concept.

  • [By David Dittman]

    Question: What are your thoughts on Buckeye Partners LP (NYSE: BPL) considering the thin distribution coverage? Is it really growing to support a rising distribution?

  • [By Richard Band]

    After a disappointing 2012, Buckeye Partners (BPL) seems to be regaining its stride. On October 9, Buckeye announced it had signed a pact to buy 20 petroleum storage terminals, mostly on the East Coast, from Hess Corp. for $850 million. I expect this deal to give a noticeable lift to BPL’s cash flow in 2014, enabling the partnership to pick up the pace of its quarterly distributions. Current yield: 6.4%. Look for the cash payout to grow 4%–5% a year over the long run, slightly below the industry average (because Buckeye’s pipelines mainly transport refined products like gasoline and jet fuel, as opposed to crude oil direct from the fields). Nearly all of BPL’s debt carries a fixed rate—a helpful “insurance policy” if interest rates go up.