Hot Life Sciences Stocks To Own Right Now


On Tuesday, Verizon Communications Inc. (VZ) reported that it has turned a profit for its fourth quarter, which came in above analysts’ estimates.

VZ’s Earnings in Brief

VZ reported earnings of $5.067 billion,  or $1.76 per share, compared to a loss of $4.229 billion, or $1.48 per share, a year ago.  Adjusted earnings were 66 cents per share, up from 38 cents per share last year. Analysts expected to see earnings of 65 cents per share. Revenue for the quarter was  $31.1 billion, just beating analysts’ estimate of $31.02 billion.


CEO Commentary

Hot Life Sciences Stocks To Own Right Now: Pacific Rubiales Energy Corp (PEGFF.PK)

Pacific Rubiales Energy Corp. (Pacific Rubiales) is a producerand seller of natural gas and heavy crude oil. The Company also purchases crude oil from third parties to be used as diluents and for trading purposes. The Company owns Meta Petroleum Corp. (Meta), an oil branch which operates the Rubiales/Piriri and Quifa oil fields in the Llanos Basin in association with Ecopetrol; and Pacific Stratus Energy Colombia Corp. (Pacific Stratus), which operates the wholly owned La Creciente gas field in the northern part of Colombia and other light and medium oil fields. In addition to its production assets, it has investment in oil pipelines in Colombia, including the Oleoducto de los Llanos S.A. Pipeline and the new Oleoducto Bicentenario de Colombia pipeline, under construction. In November 2013, Pacific Rubiales Energy Corp acquired Petrominerales Ltd. Advisors’ Opinion:

  • [By Value Digger]

    C&C Energia was acquired by Pacific Rubiales (PEGFF.PK) for $9.5 (including the shares for Platino Energy), three months later. Nobody else had ever written an online article about C&C Energia.

  • [By Value Digger]

    Apart from the momentum traders, the growth seekers have to check it out too. Manitok Energy is another growth company with a non-existent coverage from the online publications, although it has been growing by leaps and bounds during the last couple of years. I really enjoy uncovering such companies. In fact, by discovering under-followed growth companies with very attractive valuations is how I started my articles with SeekingAlpha one year ago. It was when I uncovered C&C Energia. I recommended this debt-free South American producer at ~$5.7 in August 2012. C&C Energia was bought out by Pacific Rubiales (PEGFF.PK) a couple of months later at $9.81. My article is here.

Hot Life Sciences Stocks To Own Right Now: Lions Gate Entertainment Corp (LGF)


Lions Gate Entertainment Corp. (Lionsgate), incorporated on April 28, 1997, is an entertainment company with a presence in motion picture production and distribution, television programming and syndication, home entertainment, family entertainment, digital distribution, new channel platforms and international distribution and sales. During fiscal year ended March 31, 2012 ( fiscal 2012), Lionsgate released 14 motion pictures theatrically, which included films developed and produced in-house, films co-developed and co-produced and films acquired from third parties. In December 2011, the Company formed a partnership with Saban Capital Group, Inc (SCG) and Celestial Pictures to create Celestial Tiger Entertainment Limited (Celestial Tiger Entertainment), a media company dedicated to entertaining audiences in Asia and beyond. In January 2012, the Company acquired 16 % interest in Celestial Tiger Entertainment. On January 13, 2012, the Company acquired Summit Entertainment, LLC (Summit), an independent global theatrical motion picture development, production, and distribution studio. In February 2012, Tele Munchen Group acquired rights to Charlie Sheen Sitcom ANGER MANAGEMENT for Germany, Austria and German speaking Switzerland from the Company’s international television division. Effective March 26, 2013, CBS Corp acquired 50% interest in The TV Guide Network from the Company. In June 2013, CBS Corp acquired TV Guide Digital, which includes the popular TVGuide.com and TV Guide Mobile properties from the Company.


The Company’s television business consists of the development, production, syndication and distribution of television productions. As of March 31, 2012, it produced and syndicated 19 television shows, which air on 14 networks and distribute over 200 series globally. It distributes its library of approximately 13,000 motion picture titles and television episodes and programs directly to retailers, rental kiosks, through va rious digital media platforms, and pay and free television c! hannels in the United States, the United Kingdom and Ireland, and indirectly to other international markets through its subsidiaries and various third parties. It also distributes product through Celestial Tiger Entertainment, its joint venture with SCG and Celestial Pictures, a company wholly owned by Celestial Pictures; Horror Entertainment, LLC (FEARnet), its joint venture with Sony Pictures Television Inc. (Sony) and Comcast Corporation (Comcast); Studio 3 Partners LLC (EPIX), its joint venture with Viacom Inc. (Viacom), its Paramount Pictures unit (Paramount Pictures) and Metro-Goldwyn-Mayer Studios Inc. (MGM), and TV Guide Network, TV Guide Network On Demand and TV Guide Online (www.tvguide.com) (collectively, TV Guide Network), its joint ventures with One Equity Partners (OEP), the global private equity investment arm of JPMorgan Chase & Co.


Production

The Company takes a disciplined approach to film production with the goal of producing con tent, which it can distribute to theatrical and ancillary markets, which include home entertainment, pay and free television, on-demand services and digital media platforms, both domestically and internationally. During fiscal 2012, it produced, participated in the production of, completed or substantially completed principal photography of motion pictures, which included Good Deeds, The Hunger Games, What To Expect When You’re Expecting, Tyler Perry’s Madea’s Witness Protection, Step Up Revolution, The Possession, The Perks of Being A Wallflower, The Twilight Saga: Breaking Dawn – Part 2, The Last Stand, Warm Bodies, Now You See Me, Tyler Perry’s The Marriage Counselor, Tyler Perry’s We The Peoples and Nurse 3D.


The Company’s television business consists of the development, production, syndication and distribution of television programs. It licenses its television productions to the domestic cable, free and pay television markets, as well as through various digital platforms. During fiscal 2012, it produced 19 televi! sion show! s, aired original programming on 14 networks and distributed over 200 series globally. Domestic television programming includes one-hour and half-hour scripted and reality programming. During fiscal 2012, it produced the episodes of domestic television programming 13 episodes of the fifth season of the series Mad Men,; 13 episodes of the seventh season of Weeds, a half-hour comedy for Showtime; 10 episodes of the fourth season of Nurse Jackie, a half-hour comedy for Showtime; 13 episodes of the third season of Blue Mountain State, a half-hour comedy for Spike TV; and eight episodes of the first season of Boss, a one-hour drama for Starz.


The Company is engaged in the development, acquisition, production and distribution of animation projects for full theatrical release, television and digital versatile disk (DVD) release. Its direct-to-video animated movies with Marvel include Ultimate Avengers, Ultimate Avengers 2, The Invincible Iron Man, Doctor Strange, Next Avengers: Heroes of Tomorrow, Hulk vs. Thor/ Wolverine, Planet Hulk and Thor, Tales of Asgard. Its music department oversees music for its theatrical and television slates, as well as the music needs of other areas within its company. Its publishing revenue derives from performance royalties generated by the theatrical exhibition of its films and the television broadcast of its productions. Music released for its theatrical slate includes overseeing songs, scores and soundtracks for all of its productions, co-productions and acquisitions. During fiscal 2012, through its label partner Universal Republic, it released the soundtrack The Hunger Games Songs from District 12 and Beyond. In addition, it released through Universal Republic the score album, The Hunger Games: Music from the Motion Picture, by composer James Newton Howard. During fiscal 2012, it released Music Videos And Performances From The Twilight Saga Soundtracks: Volume 1, a collection of music videos and live p erformances from bands featured on the soundtracks from the ! first thr! ee Twilight films. In November 2011, it also released the first single from The Twilight Saga, Breaking Dawn – Part 1, It Will Rain, by Bruno Mars. During fiscal 2012, it also released soundtracks to One For The Money (Lakeshore Records), Abduction (Epic Records), Warrior (Lakeshore Records), Conan The Barbarian 3D (Warner Brothers Records) and The Devil’s Double (Lakeshore Records).


Music released for the Company’s television slate includes overseeing songs, scores and soundtracks for all of its television productions. During fiscal 2012, it released Zou Bisou Bisou, a vinyl single and accompanying digital download derived from Jessica Pare’s (Megan Draper) on-screen performance in the first episode of season 5 of Mad Men. In addition, in collaboration with FEARnet.com, it released an original soundtrack forFriday the 13th and for Boss, which featured a collaboration of Satan Your Kingdom Must Come Down between Robert Plant and Bosscomposer Brian Reitzell, y ielding the show’s evocative main title theme.


Distribution

The Company distributes motion pictures directly to the United States movie theaters. It constructs release schedules taking into account moviegoer attendance patterns and competition from other studios’ scheduled theatrical releases. During fiscal 2012, Lionsgate released 14 motion pictures theatrically, which included films developed and produced in-house, films co-developed and co-produced and films acquired from third parties. During fiscal 2012, Summit released eight motion pictures theatrically, which included films developed and produced in-house, films co-developed and co-produced and films acquired from third parties. Its wholly owned subsidiary, Mandate Pictures LLC (Mandate Pictures), is a full-service production and financing company.


During fiscal 2012, Mandate Pictures’ financed and produced pictures released included 50/50, A Very Harold & Kumar 3D Christmas and Young Adult. 50/50 was released by Summit in September 2011! . Young A! dult is written by Diablo Cody and released by Paramount Pictures in December 2011. A Very Harold & Kumar 3D Christmas was released by Warner Bros. Pictures in November 2011. During fiscal 2012, Mandate Pictures also financed and produced the Untitled Diablo Cody project starring Julianne Hough, Russell Brand, Octavia Spencer and Holly Hunter. As of March 31, 2011, Mandate Pictures’ production and development slate included a comedy written and directed by Seth Rogen and Evan Goldberg (working title End Of The World). Mandate Pictures also maintains a partnership with Ghost House Pictures as a production label dedicated to the financing, development and production of films in the horror/thriller genre. Under this partnership, Mandate Pictures has produced 30 Days of Night: Dark Days, Drag Me To Hell, 30 Days of Night, The Grudge I and II, The Messengers and Boogeyman.


The primary components of the Company’s international business are, on a territory by territ ory basis through third parties or directly through its international divisions: the licensing and sale of rights in all media of its in-house product; the licensing and sale of third party product on an agency basis; the licensing of rights in all media of the in-house Summit product on an output basis; the licensing and sale of in-house catalog product or libraries of acquired titles (such as those of Miramax, Artisan Entertainment and Modern Times Group), and direct distribution. The Company sells or licenses rights in all media on a territory by territory basis (other than the territories where Lionsgate and/or Summit self-distribute) of its in-house Lionsgate and Summit product, as well as titles from Mandate Pictures and Ghost House Pictures; its catalog product or libraries of acquired titles, and product produced by third parties, such as Alcon Entertainment, Vendome Pictures, River Road Entertainment, CBS Films, Relativity Media and other independent producers.


During fiscal 2012, the Company’s output deals f! or Summit! product covered nine territories, including new output deals for Australia/New Zealand, Spain, the Commonwealth of Independent States and Eastern Europe, as well as output deals in Canada, France, Germany/Austria, Scandinavia, and the United Kingdom. It generates revenue through a sales agency business for third party product. Films sold by it include such in-house productions as What to Expect When You’re Expecting, Hope Springs and Now You See Me. Third party films sold by includes Beautiful Creatures and The Railway Man. During fiscal 2012, its sales had record-breaking international box office results with releases, including The Twilight Saga: Breaking Dawn – Part 1, Immortals, and The Hunger Games.


The Company self-distributes motion pictures (excluding Summit releases) in the United Kingdom and Ireland through its subsidiary, Lions Gate UK Limited (Lionsgate UK). During fiscal 2012, Lionsgate UK’s theatrical slate included such titles, such as Warrior, A bduction, 50/50, Ralph Fiennes’ British Academy of Film and Television Arts Nominated directorial debut, Coriolanus, David Cronenberg’s A Dangerous Method, and The Hunger Games. In May 2011, Lionsgate UK announced that it was co-financing and co-producing a new contemporary sci-fi adventure project The Fallen, and in November 2011, the production of Keith Lemon: The Film, a comedy with Celebrity Juice’s host and international ladies’ man Keith Lemon. In November 2011, Lionsgate UK also announced a multi-year partnership with Icon Film Distribution for release of theatrical titles moving forward.


Home entertainment distribution includes distribution of product to the home entertainment market, including home video, DVD, Blu-ray, video-on-demand (VOD) and digital/electronic distribution. During fiscal 2011 calendar year, Blu-ray represented 19% of new released packaged media revenue from its theatrical releases. It distributes or sells its titles directly to merch andisers, such as Wal-Mart, K-Mart, Best Buy, Target and Cos! tco, and ! others who buy its DVDs and Blu-ray discs to sell directly to consumers. During 2012, sales to Wal-Mart accounted for approximately 38% of net home entertainment packaged media revenue. It also directly distributes its titles to the rental market through Netflix, Redbox, Blockbuster and Rentrak. In addition to its theatrical releases each year, it also acquires and distributes approximately 70 titles annually that have commercial potential in video and ancillary markets, and approximately 50 digital only titles. It also distributes television product on video, including seasons one through five of Mad Men, seasons one through eight of Weeds, seasons one through four of Nurse Jackie, the first season of Boss, certain Saturday Night Live product in its library, seasons one through three of Blue Mountain State, the entire catalog of the comedy series Moonlighting, the entire catalog of the comedy series Will and Grace, the entire catalog of Little House on the Prairie and certa in Disney-ABC Domestic Television series. During fiscal 2012, it also released several direct-to-video titles, including two Tyler Perry titles, Tyler Perry’s Laugh to Keep from Crying and A Madea Christmas: The Play, and Set Up. Its fitness lineup includes series, such as Denise Austin, Jillian Michaels, The Biggest Loser and Dancing With The Stars, as well as titles from Billy Blanks Jr., and Jane Fonda. During fiscal 2012, it released on DVD the theatrical release of Madea’s Big Happy Family, as well as the direct-to-video releases Tyler Perry’s Laugh to Keep from Crying and A Madea Christmas: The Play. Its domestic family entertainment division is a distributor of children’s product.


The Company syndicates television programming through its subsidiary, Debmar-Mercury. In fiscal 2012, Debmar-Mercury distributed approximately 1,100 hours and produced approximately 550 episodes of television programming. In fiscal 2013, Debmar-Mercury intends to distribute app roximately 1,200 hours and produce approximately 550 episode! s of tele! vision programming. Debmar-Mercury produces and distributes The Wendy Williams Show, distributes the ITV Studios America produced The Jeremy Kyle Show, distributes Tyler Perry’s House of Payne and its spinoff, Meet the Browns, and Revolution Studios’ produced Are We There Yet, which will air simultaneously in broadcast syndication and on TBS starting in the fall of 2012. Debmar-Mercury also distributes the strips Hell’s Kitchen, South Park, True Hollywood Story and Family Feud, which has had first run syndication and has been sold to various television stations through the fall of 2015. Debmar-Mercury continues to distribute a movie library featuring Lionsgate titles, as well as those from Revolution Studios. In July 2011, Debmar-Mercury announced that the first eight seasons of Hell’s Kitchen, produced by ITV Studios America, will be exclusively available on the Hulu Plus subscription service beginning immediately, while current episodes from season nine and a rotating sele ction of library episodes will also be available on the free, ad-supported Hulu service. In April 2011, Debmar-Mercury announced that TBS ordered ten episodes of the new series Tyler Perry’s For Better or Worse, a sitcom based on Tyler Perry’s hit film Why Did I Get Married?. The series launched in November 2011. In February 2012, Debmar-Mercury received an order from TBS for an additional 35 episodes of the new series. Overall, 439 episodes of Debmar-Mercury’s syndicated sitcoms with Tyler Perry have been ordered to-date.


In July 2011, the Company announced that FX had ordered Charlie Sheen’s Anger Management. It has more than 1,000 titles in active distribution in the domestic cable, free and pay television markets. Pay television rights include rights granted to cable, direct broadcast satellite and other services paid for by subscribers. It sells its library titles and new product to major cable channels, such as pay networks, including EPIX, HBO, Starz and Showtime, as well as basic cable channels, including USA Net! work, FX,! Turner Networks, BET, ABC Family, SyFy, Lifetime, MTV, Comedy Central, Spike, AMC Networks, OWN, Reelz, Telemundo and Telefutura. It also directly distributes pay-per-view and VOD to cable, satellite and Internet providers, such as Comcast, Time Warner, Cox Communications, through iN Demand, Charter Communications, AT&T Uverse and Verizon FIOS through Avail-TVN, Cablevision, DirecTV and DISH Network. During fiscal 2012, it completed multi-year licensing agreements with Starz (for greater than 500 titles) and Showtime (for greater than 250 titles). In addition, it continues to distribute its library of motion picture titles and television episodes and programs through EPIX, its joint venture with Viacom, Paramount Pictures and MGM.


The Company delivers content through a range of digital media platforms. It distributes first run theatrical films, television series, its movie library, third party product and product not available on DVD to distribution outlets, i ncluding iTunes, Amazon, Microsoft’s Xbox, Sony’s Playstation Network, Netflix, Best Buy/CinemaNow, Hulu, YouTube, and Wal-Mart/Vudu. Through its partnership with EPIX, it offers product through the Internet and to multiple devices for consumption anytime/anywhere by EPIX subscribers. EPIX has subscription pay television rights to new releases and movies from the libraries of its partners and makes these movies available to Netflix 90 days after their premium pay television and subscription on demand debuts. In addition, its licensing relationship with Netflix continues. In April 2011, it announced a multiyear syndication deal with Netflix pursuant to which it licensed the first four seasons of Mad Men to be watched instantly by Netflix members beginning July 2011, with additional seasons being added annually after they air on their respective seasons on the AMC network.


The Company operates FEARnet, a branded multiplatform programming and content service provi der of horror genre films, in connection with partners Comca! st and So! ny, and owns an interest in Break Media, a viral marketing company that creates new opportunities for showcasing the feature films and television programming. In addition, it has partnered with YouTube to create branded Lionsgate channels, which enable the Company to post full length films and television episodes and to post promotional scenes from its film and television libraries. In addition to sharing advertising revenue from the channel, a banner on the page leads to its online shop, where the films and shows highlighted in the promotional scenes are available for purchase as DVDs or Blu-ray discs in digital form.


Advisors’ Opinion:

  • [By Melvin Backman]

    Lions Gate Entertainment (LGF), the studio behind the popular Divergent film franchise, also reveals performance on Thursday. It is expected to be flat from last quarter, though far better than the same time last year.

  • [By CNNMoney Staff]

    Lions Gate (LGF) shares jumped after the studio’s film “Divergent” had a strong opening at the box office. Many analysts expected a weaker showing for the movie.

  • [By Bryan Murphy]

    The Walt Disney Company (NYSE:DIS) needs to look over its shoulder. For that matter, Lions Gate Entertainment Corp. (NYSE:LGF) may want to do the same. There’s a little company called Independent Film Development Corporation (OTCMKTS:IFLM) that could become a big threat to both of those major players soon, now  that a nagging monkey is officially off its back.

  • [By DAILYFINANCE]

    Jae C. Hong/APA Samsung 110-inch 4k Ultra HD TV on display at the Samsung booth during the International Consumer Electronics Show in Las Vegas on Tuesday. LAS VEGAS — After attempts to hawk 3-D and OLED TVs fizzled in recent years, television manufacturers are taking small steps toward making a new technology, Ultra HD, more viable for mainstream consumers. It’s the first TV format to be driven by the Internet video-streaming phenomenon, and at the International CES gadget show this week, major streaming players Netflix Inc. (NFLX) and Amazon.com (AMZN) said they’ll offer movies and TV shows in the format, and Sharp introduced a relatively inexpensive TV with near-Ultra HD quality. The moves are meant to coax consumers to pedal faster on their TV upgrade cycles. At the moment, most Americans buy new TVs about once every seven years. TV manufacturers would love to create another wave of buying like the one that sent millions of people to stores a few years ago to upgrade from standard definition, tube TVs to flat-screen HD models. Unlike the 3-D TV trend, which quickly eroded into a tech fad in recent years, analysts say Ultra HD may actually catch on. With screens that house four times more pixels than regular HD TVs, Ultra HD is a simple enough upgrade to gain widespread adoption in the next few years. Aside from being visually jarring, 3-D required sometimes pricey special glasses and gave some people headaches. Because Ultra HD content can be delivered over a standard high-speed Internet connection, it isn’t likely to get bogged down in a format war that plagued the Blu-ray disc standard. “You see it, you get it. It’s a big, awesome picture,” said Ben Arnold, a consumer electronics analyst at NPD Group. “Consumers will be interested in it as prices come down. Consumers are also moving toward bigger screens. All of this is good news for [Ultra HD].” In side-by-side comparisons, Ultra HD is remarkably crisper than HD. It displays richer skin textures, f

Hot Life Sciences Stocks To Own Right Now: Metabolix Inc.(MBLX)


Metabolix, Inc., a bioscience company, develops and commercializes technologies for the production of polymers and chemicals in plants and in microbes. It offers a proprietary microbial fermentation system to produce a family of polymers known as polyhydroxyalkanoates under the Mirel brand. Mirel holds biodegradability characteristics; and would be used in a range of commercial applications, including products used in agriculture and horticulture, compost and organic waste diversion bags, marine and aquatic applications, consumer products, business equipment and durable goods, and general packaging materials. The company also develops a proprietary platform technology for co-producing plastics, chemicals, and energy from crops, such as switchgrass, oilseeds, and sugarcane. It has a strategic alliance with ADM Polymer Corporation. The company was founded in 1992 and is based in Cambridge, Massachusetts.


Advisors’ Opinion:

  • [By Bryan Murphy]

    Metabolix, Inc. (NASDAQ:MBLX) isn’t exactly a name hat turns heads within the investment community. With a market cap of only $54.6 million, even big news from the company isn’t a game-changer for the market. And, the fact that traders have a tough time defining what the company “does” hasn’t helped the MBLX cause much either. Yet, the size of the company and the service it provides don’t change the fact that the bullish Metabolix switch got flipped all the way to the on position on Tuesday.

  • [By James E. Brumley]

    If you’d rather spend your hard-earned dollars on some bargain-priced stocks rather than face the Black Friday mania at the malls (wise choice, by the way), then you’ve come to the right place. And, you may want to start you bargain hunt with Metabolix, Inc. (NASDAQ:MBLX) and Unwired Planet Inc. (NASDAQ:UPIP). Both names have been unduly beaten up in recent weeks, and better still, it looks like UPIP and MBLX, are ready to recover… in spades. That’s an important detail, as a bargain is only a bargain if it’s something actually worth owning. Take a look.

Hot Life Sciences Stocks To Own Right Now: Cytec Industries Inc (CYT)


Cytec Industries Inc/De/, formerly Cytec Industries Inc., incorporated on December 17, 1993, is a specialty chemicals and materials company focused on developing, manufacturing and selling value-added products. Its products serve a diverse range of end markets, including aerospace and industrial materials, mining and plastics. The Company has four business segments: Engineered Materials, Umeco, In-Process Separation and Additive Technologies. Engineered Materials segment principally includes advanced composites, carbon fiber, and structural film adhesives. The Umeco segment includes composite and process materials, primarily for the aerospace and defense, wind energy, automotive, recreation and other industrial segments. The In Process Separation segment includes mining chemicals and phosphines. The Additive Technologies segment includes polymer additives, specialty additives and formulated resins. On July 20, 2012, the Company acquired Umeco plc.


Engineered Materials

The Engineered Materials segment is a global provider of technologically advanced materials for aerospace, high-performance industrial and other extreme-demand markets. Its primary product lines are advanced aerospace composites and structural adhesives, High performance industrial materials and Carbon fibers. Its major products in the advanced aerospace composites include aerospace- qualified prepregs, resin infusion systems and structural/surfacing adhesives. Its principal applications include commercial airliners, regional and business jets, military aircraft, including rotorcraft, satellites and launch vehicles. The products in the high performance industrial materials include Industrial-grade prepregs, resin infusion systems and structural/surfacing adhesives. Its applications include high performance automotive, defense, tooling and alternative energy. The products in carbon fibers include high performance fiber carbon fibers. Its applications in clude reinforcements for advanced aerospace and industrial c! omposites.


The Company is a supplier to the F-35 Joint Strike Fighter and F-18 fighter jet programs. It is also a supplier for the business and regional jet market, supporting programs, such as Bombardier’s CSeries and LearJet85. It also manufactures specialty adhesive forms for complex composites assemblies, such as honeycomb and sandwich structures and special surfacing films to provide aircraft lightning strike protection. It manufactures and sells various high-performance grades of both polyacrylonitrile (PAN) type and pitch type carbon fibers used as a reinforcement material for aerospace and other extreme-demand and high-performance composites.


The Company’s High Performance Industrial Materials (HPIM) product line strategy is to leverage its composites, adhesives and resin technologies across multiple industrial markets. The Company supplies composites and adhesives to a spectrum of markets, such as high performance and luxury low-rate s erial automotive, defense, and alternative energy.

Umeco

Umeco’s primary product lines are High performance composites structural materials/solutions and Composite process materials/solutions. Its major products in the High performance composites structural materials/solutions include Aerospace-qualified prepregs, Industrial-grade prepreg. Its principal applications include large commercial airliners, military aircraft, high performance automotive, defense, tooling, recreation, industrial and alternative energy. The products in Composite process materials/solutions include Process materials/solutions including vacuum bagging, release films and sealant tapes. Its principal applications include large commercial airliners, military aircraft, high performance automotive, defense, tooling, recreation, industrial and alternative energy and Process materials for the forming, infusion, curing of composite structures.


The Company’s struct ural materials product line includes the development, manufa! cturing a! nd supply of advanced composite materials. It specializes in the manufacture of composite materials for a range of industries such as aerospace and defense, marine, motor sport and automotive, construction, wind energy, and recreation.

In-Process Separation

The In-Process Separation segment includes mining chemicals and phosphines. The Company’s mining chemicals product line include flotation promoters, collectors, frothers, dispersants and depressants, solvent extractants, flocculants, filter and dewatering aids, antiscalants, and defoamers . Its principal applications include mineral separation and processing for copper, alumina, cobalt, nickel, and other minerals. Its Phosphines include flame retardants, catalyst ligands, high purity phosphine gas and biocides.


Its phospine based specialty products are used primarily in the pharmaceutical, chemical and electronic manufacturing, and fumigation. Its patented MaxHT antiscalant is so ld for suppressing sodalite scale formation. Its phosphine specialties are utilized for a variety of applications. It is a supplier of ultra- high purity phosphine gas, used in semiconductor manufacturing and light emitting diode applications, various phosphine derivative products, including phosphonium salts used in pharmaceutical catalysts and biocides. Included in the phosphine line are organo phosphorus compounds. The compounds are used primarily as intermediates and catalyst ligands for organic and chemical synthesis in the pharmaceutical and chemical industries.


Additive Technologies

The Additive Technologies segment includes polymer additives specialty additives and Formulated resins. Polymer additives include ultraviolet light stabilizers and absorbers, high performance antioxidants and antistatic agents. Its applications include plastics, coatings, and fibers for: agricultural films, automotive parts, architectural lighting, housewares, pac kaging, outdoor furniture, sporting goods, toys and apparel.! Specialt! y additives include surfactants, specialty monomers, resin amines, and PTZ Phenothiazine. Its Formulated resins are used in for bonding or sealing of electrical and electronic components.


The Company markets its Additive Technologies chemicals through specialized sales and technical service staffs for each of its product lines. Sales are usually made directly to customers and through distributors to smaller customers. The Company is a global supplier to the plastics industry of specialty additives, which protect plastics from the ultraviolet radiation of sunlight and from oxidation. It is a global supplier of sulfosuccinate surfactants, Docusate sodium, and PTZ phenothiazine. Sulfosuccinate surfactants and acrylamide-based specialty monomers products are used in emulsion polymers, paints, paper coatings, printing inks, and other diverse customer applications. Docusate is a pharmaceutical grade product used as both an active ingredient and excipient/formulating a id. PTZ phenothiazine is primarily used as an acrylic acid, acrylic ester and methacrylate monomer stabilizer.


Advisors’ Opinion:

  • [By Stoyan Bojinov]

    The New Jersey-based specialty chemicals maker, Cytec Industries (CYT), announced third quarter operating results after the closing bell on Thursday that topped analysts’ estimates.

    Cytec Industries managed to rake in revenues of $464 million last quarter, falling short of the projected $482.61 million figure. The company did manage to beat the mark, however, in terms of earnings per share; in the third quarter Cytec generated EPS of $1.32, beating the expected EPS of $1.34 by two pennies.


    Looking back, the most recent quarterly results are well above the 91 cents EPS seen in Q3 exactly one year ago. Looking ahead, the company expects FY2013 EPS of $4.70-$4.80 compared to the consensus of $4.82.

    Cytec Industries shares rallied higher on Thursday, gaining 0.58% on the day. The stock is up 25% YTD.

  • [By Rich Duprey]

    Specialty chemicals and materials maker Cytec Industries  (NYSE: CYT  ) announced this morning that it will be completing its previously authorized $650 million share repurchase program that it had announced last October, and the board of directors has authorized a new $200 million buyback plan.

Hot Life Sciences Stocks To Own Right Now: RealD Inc(RLD)


RealD Inc., together with its subsidiaries, licenses stereoscopic 3D technologies in the United States, Canada, and internationally. The company designs, manufactures, licenses, and markets its RealD Cinema Systems that enable digital cinema projectors to show 3D motion pictures and alternative 3D content to consumers wearing the company?s RealD eyewear. It also offers RealD Display, active and passive eyewear ,and RealD Format technologies to consumer electronics manufacturers, and content producers and distributors to enable the delivery and viewing of 3D content on high definition televisions, laptops, and other displays. In addition, the company sells CrystalEyes eyewear, monitors, digital light processing television kits, polarizer films, emitters, and linear polarizing systems to companies, government agencies, academic institutions, and research and development organizations for applications in piloting the Mars Rover and in theme park installations. RealD Inc. was founded in 2003 and is headquartered in Beverly Hills, California.


Advisors’ Opinion:

  • [By Rick Aristotle Munarriz]

    Frederic J. Brown, AFP/Getty Images Moviegoers aren’t heading out the multiplex the way they used to, but that doesn’t mean that Hollywood is toast. AMC Entertainment (AMC) reported quarterly results Tuesday. The nation’s leading exhibitor — 345 theaters with 4,976 screens — went public two months ago. The headline numbers are positive. Revenue increased a better than expected 2.3 percent to $713 million. Profitability also expanded nicely. However, revenue increased as a result of a 5.5 percent increase in ticket prices and a 3.7 percent uptick in concessions purchased by patrons. Obviously you don’t see those kind of gains against a mere 2.3 percent lift in revenue without dealing with more empty seats, and that’s just what happened. There was a 3.2 percent decline in attendance. AMC’s ticket takers welcomed 50.4 million guests during the holiday quarter, well below the 52.1 million guests that it entertained a year earlier. That’s bad, and what makes things worse is that it had fewer theaters — from continuing operations — a year earlier. It wouldn’t be wise to hold out for a Hollywood ending. Customers Want Bigger and Better Things Apologists will argue that it wasn’t a bumper crop of movies hitting theaters, but that’s not accurate at all. Last year’s biggest box office winner — “The Hunger Games: Catching Fire” — opened in November. Disney’s “Frozen” also opened ahead of the holidays, and it’s the family entertainment giant’s biggest non-Pixar earner since 1994’s “The Lion King.” Moviegoers still come out for the big movies, and they’re also willing to pay more for a premium setting. IMAX (IMAX) reported blowout quarterly results a few days earlier. IMAX screens rang up a record $244 million in ticket sales worldwide. IMAX is also closing out the year with a record backlog of 384 commercial theaters to deploy. RealD (RLD) is also holding up nicely as a leading provider of 3-D systems for exhibitors. It enjoyed a major boost with “Gravity,” a

  • [By Sue Chang]

    RealD Inc. (RLD) : The stock is down 25% year to date. The company, which develops 3-D cinema technology may be hit by a stronger box office share for IMAX from “The Hobbit: The Desolation of Smaug,” according to Eric Wold at B. Riley.

  • [By Dan Caplinger]

    Stock investors got rewarded again for their risk tolerance Wednesday as major market benchmarks including the S&P 500 and Dow Jones Industrials rose to new all-time record highs. Even amid the generally bullish sentiment, RealD (NYSE: RLD  ) , Crocs (NASDAQ: CROX  ) , and Sina (NASDAQ: SINA  ) stood out because of their impressive gains. Let’s look more closely at these stocks to see why they soared today.

Hot Life Sciences Stocks To Own Right Now: Marsh & McLennan Companies Inc. (MMC)

Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions in the areas of risk, strategy, and human capital. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment provides risk management and insurance broking, reinsurance broking, and insurance program management services for businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment offers advice and services to the managements of organizations in the area of human resource consulting, comprising retirement and investments, health and benefits, outsourcing and talent; and strategy and risk management consulting, such as management, economic, and brand consulting. The company also provides investment consulting services for endowments and foundations in the United States; health and benefit recordkeeping, and employee enrollment technology; human resource knowledge, data, and solutions for professionals in various industries; and Medicaid policy consulting services. It principally serves customers in the United States, the United Kingdom, the Asia Pacific, and Continental Europe. Marsh & McLennan Companies, Inc. was founded in 1871 and is headquartered in New York, New York.

Advisors’ Opinion:

  • [By Christina Rexrode]

    Marsh & McLennan Cos Inc. (MMC) and MetLife Inc. (MET) have been rising since those companies reported earnings earlier this week.

  • [By Ben Levisohn]

    Progressive (PGR) was downgraded from Strong Buy to Market Perform at Raymond James, while Marsh & McLennan (MMC) was cut to Outperform from Strong Buy.

  • [By Keith Speights]

    Flourishing
    While the federal Obamacare exchanges flail, private health insurance exchanges are flourishing. For example, Mercer, a subsidiary of Marsh & McLennan Companies (NYSE: MMC  ) , announced in April that several large insurers — including Aetna, Cigna, Humana, and UnitedHealthcare — would be part of its Mercer Marketplace private exchange. Mercer Marketplace allows employers to contribute a defined amount for its employees to use on health coverage. Employees use the system to shop around for the insurance plans that best meet their needs.

  • [By Dan Caplinger]

    The real test for Obamacare
    In any event, the biggest challenge that Obamacare faces is getting its Health Insurance Marketplace up and running by Oct. 1. Although private exchanges from Marsh & McLennan (NYSE: MMC  ) subsidiary Mercer as well as Towers Watson (NYSE: TW  ) have done a good job of getting Aetna, UnitedHealth, and other popular insurers to participate in their programs, the reception that public exchanges have gotten has been far less favorable. Without a smooth launch in less than three months, Obamacare could find itself facing much greater criticism than it is today.