Top 10 Japanese Stocks For 2014

Oracle (Nasdaq: ORCL  ) is expected to report Q4 earnings on June 20. Here’s what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Oracle’s revenues will expand 1.1% and EPS will expand 7.3%.

The average estimate for revenue is $11.12 billion. On the bottom line, the average EPS estimate is $0.88.

Revenue details
Last quarter, Oracle booked revenue of $8.97 billion. GAAP reported sales were 0.9% lower than the prior-year quarter’s $9.04 billion.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Last quarter, non-GAAP EPS came in at $0.65. GAAP EPS of $0.52 for Q3 were 6.1% higher than the prior-year quarter’s $0.49 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Top 10 Japanese Stocks For 2014: Beeston Enterprises Ltd (BESE)

Beeston Enterprises Ltd, incorporated on July 12, 1999, is an exploration stage company that engages principally in the acquisition, exploration, and development of resource properties. The Company acquired a 100% interest in 19 mineral claims, comprising over 9,200 hectares, known as the Ruth Lake Property, located 25 kilometers from Lac La Hache, British Columbia, Canada. As of December 31, 2012, the Company owns five mineral claims in this area, all of which are in good standing.

The Company’s British Columbia, Canada property is located in the Quesnel Trough. This belt is known for hosting skarn and porphyry copper and copper-gold deposits. The property is being investigated by the Company in Arizona, United States of America is also in a well known gold/silver mining area.

Advisors’ Opinion:

  • [By Peter Graham]

    Small cap stocks Beeston Enterprises Ltd (OTCMKTS: BESE) and HD Retail Solutions Inc (OTCMKTS: HDRE) surged 33.33% and 11.54%, respectively, on Black Friday while Frontier Beverage Company Inc (OTCMKTS: FBEC) sank 18.18%. And while Black Friday might be the most important shopping day of the year for retailers, its probably not a day that sees a lot of action from investors and traders still digesting their Thanksgiving meals (or busy looking for deals at their favorite retailers). So what direction will these three small cap stocks do for investors and traders this week? Here is a closer look to help you decide:

Top 10 Japanese Stocks For 2014: Orange SA (ORAN)

Orange SA, formerly France Telecom S.A., incorporated on December 31, 1996, is an European mobile operator, an asymmetric digital subscriber line (ADSL) Internet access provider in Europe, and telecommunications services provider for multinational businesses under the Orange Business Services brand. As of December 31, 2010, France Telecom provided services to 209 million customers, of which 150 million were mobile phone customers and 13.7 million were broadband Internet customers, and as of June 30, 2011, provided services to 217.3 million customers. It offers its individual customers, businesses and other telecommunications operators a line of services covering fixed and mobile communications, data transmission, the Internet and multimedia, and other services. The Company’s segments include France, Poland, Spain, Rest of the World, Business Communication Services, International Carriers and Shared Services.

France

The range of services in the H ome segment in France is made up of fixed-line telephony services; other consumer services; online, Internet access, and multimedia services; advertising-management and Internet portal business; content-related business, and carrier services. France Telecom’s traditional fixed-line telephony services provide access to the network, local and long-distance telephone communication services throughout France, and international calls. In addition, France Telecom offers its fixed-line telephony subscribers a broad range of value-added services. The France Telecom Group has a number of portals, including Orange.fr, which is either Web- or mobile-accessible. In December 2010, its audience reached 22.5 million, and Voila.fr and Cityvox (entertainment and leisure listing site in France) in its different formats, such as Cityvox.fr, Cinefil.com, Spectacles.fr, Concert.fr and WebCity.fr. The primary revenue source is online advertising sold by the Orange Advertising Network. This adve rtising management department sells advertising space for ab! out 20 third-party sites, both Web and mobile.

Orange’s offers are built around three product lines: postpaid, prepaid and convergent offers. Orange offers two categories of prepaid offer, to which calls are charged by the second from the first second: The Mobicarte, includes a range of recharges from 5 to 100 euros and Orange Initial, which enables the customer to be billed monthly depending on his or her actual consumption. Orange also has a number of offers that pair mobile use and mobile Internet access with all-in-one offers, including both the hardware and an Internet access plan. The USB 3G+ plans enable connection to the Internet via the mobile broadband network or the Orange public wireless fidelity (WiFi) network from a laptop computer, multimedia mobile phone or a tablet personal computer.

The Company competes with SFR-Neuf Cegetel, Free, Bouygues Telecom, Numericable, Google and Voila.

Poland

Orange (the brand under which the TP Group subsidiary, PTK Centertel trades) had a total of 14.3 million during the year ended December 31, 2010. In April 2010, PTK Centertel introduced segmented postpaid offers for residential customers. Depending on the usage profile, customers can choose from three types of tariff plans: Dolphin tariffs for frequent users of voice services, Pelican for customers focused on text and community Web-services, and Panther for users of mobile data services (Internet, email). The mobile broadband Internet customer base (Edge and 3G data services) reached 547,000 customers during 2010. In 2010, Orange introduced a SIM-only mobile Internet offer and a portfolio of terminals dedicated to the Orange Free offer.

The Company competes with Netia, Multimedia Polska, Aster and Hyperion.

Spain

Orange Espana, operating under Orange, Ya.com and OBS (Enterprise) brands offers fixed and mobile telecommunication services to more than 13 million customers in the residential, professional, business and who! lesale se! gments. Orange Espana’s physical distribution network consists in 2,922 points of presence, including Orange own shops, franchises, specialized shops under the Orange brand, non exclusive specialized shops, and a network of retailers. Orange Espana also distributes its services through distance selling channels, and its own online portal. Orange Espana fixed access infrastructure, based on its own optic fiber network and ADSL roll-out, enables delivery of advanced telecommunication services, including broadband Internet access, voice over Internet protocol (VoIP), internet protocol television (IPTV), television (TV) streaming, video on demand (VOD) and advanced business services.

The Company competes with Telefonica, ONO, Vodafone and Jazztel.

Rest of the world

The France Telecom Group is present in Luxembourg via Orange S.A. (formerly VOXmobile), a wholly owned subsidiary of Mobistar. The Luxembourg subsidiary, VOXmobile, was renamed Orange S.A. in October 2009. During the year ended December 31, 2010, Orange S.A. had 88,900 active mobile telephony customers.

The Company competes with Proximus, Mobistar, Base, ex-Mobifon, Telefonica O2, Deutsche Telekom, Swisscom, Sunrise, Moldtelecom, Starnet, ECMS, Vodafone Egypt and Etisalat U.A.E.

Enterprise Communications Services

The Orange Business Services brand covers both the Enterprise Communication Services (ECS) unit, which supplies communications services to multinational companies and corporate accounts and small and medium enterprises (SMEs) in France and Orange subsidiaries Business-to-Business (B2B) activities.

Orange Business Services covers the Company’s business customers in more than 160 countries and regions where it provides local technical and commercial assistance. This business segment includes a number of subsidiaries, including Etrali (trading solutions), Almerys (health), Orange Consulting (pro ject management, telecom consulting), Multimedia Business Se! rvices (m! ultimedia contact centers), Neocles (virtualization solutions), IT&Labs (design and development of embedded Machine-to-Machine applications, vehicle fleet management), Obiane and Telecom System (secure network integration), Alsy (integration services), EGT (equipment and services for video conferences), and GlobeCast (multimedia broadcast systems).

The Company competes with IBM, HP, Microsoft and Cisco.

The Company competes with COLT Telecom, Numericable-Completel, BT Global Services, AT&T Business Services, Verizon Business, T-Systems, Reliance Globalcom, Tata Communications, Belgacom Group, NextiraOne, Spie Communication, NTT Group, IBM Global Services, HP Enterprise Services, Atos Origin, Salesforce and Amazon.

International Carriers and Shared Services

Orange’s International Carriers activity is based on long-distance network infrastructure and offers a range of solutions on the international market. The Company is i nvolved in the design, construction and operation of submarine cables. The Company’s wholesale activity includes a worldwide network with over 120 presence points and 130,000 kilometers of fiber optic cable; a worldwide network of Internet protocol (IP) routes with end users in over 220 countries and connections to over 250 Internet service providers and a hit rate of over 85% for all European net surfers. France Telecom’s network has over 330 direct routes and interconnections with over 359 operators, and coverage in over 900 destinations with around-the-clock technical support. Its range of solutions includes interconnection, interoperability and signaling solutions for messaging, voice and video telephony services and the Orange Roaming Hub (Global eXchange) solution for moving from a bilateral model to a multilateral roaming system.

France Telecom has developed activities related to its core business line, such as content broadcasting, audience and adver tising, and also healthcare activities. Orange offers free a! nd paying! content on its own channels, paid program packages, Video On Demand, music and game offers. Orange distributes content provided by third parties (television, games, music) on fixed-line and mobile networks both inside and outside France. Orange also produces its own channels: Orange Sport and Orange Cinema’s five different channels. Studio 37, is a subsidiary for investing in cinematographic rights, through both co-production and the acquisition of catalogue rights. During the year ended December 32, 2010, Studio 37 supported the launch of 15 films, including the Gainsbourg and Fatal. The Viaccess group, a France Telecom subsidiary, offers access solutions to television content. Orange is present in the games market through the games it sells on the orange.fr portal (Casual Games dedicated to family type games, such as breakout clones or riddles). Orange Healthcare, is the Company’s healthcare division, focused on developing service packages for the whole sector within a partnership approach.

The Company competes with Telefonica, Deutsche Telekom, Telia Sonera and AT&T.

Advisors’ Opinion:

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, French telecommunications giant France Telecom (NYSE: ORAN  ) has earned a respected four-star ranking.

  • [By Rich Smith]

    No soup for Yahoo!
    For some time now, Yahoo! has been angling to make a big buy in France. New CEO Marissa Mayer had her eye on online video website and Google rival Dailymotion, which France Telecom (NYSE: ORAN  ) was looking to unload.

Top 10 Japanese Stocks For 2014: Eco Building Products Inc (ECOB)

ECO Building Products, Inc. (ECOB), incorporated on March 21, 2007, is a manufacturer of wood products treated with an eco-friendly chemistry that protects against fire, mold/mycotoxins, fungus, rot-decay, wood ingesting insects and termites with ECOB WoodSurfaceFilm and fire retardant coating). ECOB’s newest product, Eco Red Shield also serves as a fire inhibitor protecting lumber from fire, slowing ignition time and reducing the amount of smoke produced. The Eco Building Products line includes dimensional lumber, wall and floor panels, I-joists, GluLam Beams, laminated veneer lumber (LVL) beams, truss lumber and trim. These products can be coated at its production facilities and at the mill or distributor with its formula and coating machines. Its products include Eco Red Shield, Eco Clear Shield, Eco Blue Shield, Eco Shelter, Eco Cabinets, Smart Components Seismic Walls, Eco LVL Beam, Eco I Joist, Eco Corbels, Eco Trim, Eco LVL Studs, and Calvert Curved Beams.

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As of June 30, 2012, the Company owned 100% of E Build & Truss, Inc. (E Build), Red Shield Lumber, Inc. (Red Shield) and Seattle Coffee Exchange (Seattle). Red Shield was formed for the purpose of opening a plant in Canada utilizing the Company’s red coating process for sale and distribution. As of December 31, 2011, the wholly owned subsidiary had little operating activity. E Build was formed for the purpose of operating the Company’s Framing Labor and Truss manufacturing activities. ECOB has developed a line of eco-friendly protective wood coatings that extend the life of framing lumber and other wood used in the construction of single-family homes, multi-story buildings, as well as The Eco Shelter. In December 2011, the Company formed Seattle in the State of California. Seattle is a coffee shop which is located in the 1st floor of the Company’s corporate headquarters in Vista, California. This wholly owned subsidiary has not started its operations, as of June 30, 2012.

The Company’s eco-friendly formula ! controls moisture and protects lumber from mold, mildew, fungus, decay, rot, termites (and other wood boring insects including Formosan termites), while simultaneously serving as a fire inhibitor. The Company’s eco-friendly formula was designed for staining – it controls moisture and protects lumber from mold, mildew, fungus, decay, rot, termites while simultaneously serving as a fire inhibitor. ECOB’s eco-friendly formula controls moisture and protects lumber from mold, mildew, fungus, decay, rot, termites (and other wood boring insects including Formosan termites). Eco Red Shield Smart ComponentsO wall systems are pre-engineered seismic wall systems. The Company’s pre-engineered and pre-packaged kit comes pre-cut and ready to assemble with hammer and nails – the simple design makes it ideal for rapid response relief housing, events, offices, meeting halls, storage sheds, medical clinics and more. It is available in a range of sizes and floor plans.

Eco h as delivered cabinet solutions for kitchen, bath, garage and office space. Smart Components is made with Eco Red Shield Protected Lumber for builders in seismic hot spots, such as California, Mexico and Japan. The I beam joist is eco-friendly solution to large structural beams. Laminated Eco Trim is protected on all six sides and available in any protective coatings providing a nearly impenetrable barrier against moisture, mold and insects. It also offers an ultra-smooth surface for painting and a clean, finished look that builders and homeowners desire.

The Company competes with Arch Chemical and Osmose, Inc.

Advisors’ Opinion:

  • [By Peter Graham]

    Small cap green stocks Eco Depot Inc (OTCMKTS: ECDP), Eco Building Products Inc (OTCMKTS: ECOB) and Profire Energy, Inc (OTCBB: PFIE) has been getting some extra attention lately in various investment newsletters thanks to paid promotions or investor relation campaigns. Of course, there is nothing wrong with properly disclosed promotions and investor relations campaigns, but small cap green stocks tend to be extra volatile when compared with other stocks. So how in greenbacks will these three small cap green stocks produce for investors? Here is a quick reality check:

Top 10 Japanese Stocks For 2014: Intralinks Holdings Inc (IL)

IntraLinks Holdings, Inc. (IntraLinks), incorporated in June 1996, together with its subsidiaries, is a global provider of Software-as-a-Service (SaaS) solutions for securely managing content, exchanging critical business information and collaborating within and among organizations. The Company’s cloud-based solutions enable organizations to control, track, search and exchange time-sensitive information inside and outside the firewall, all within a secure environment. The Company provide services to enterprises and governmental agencies in over 60 countries across a variety of industries, including financial services, pharmaceutical, biotechnology, consumer, energy, industrial, legal, insurance, real estate and technology. The Company sells its solutions directly through an enterprise sales team with industry-specific expertise and indirectly through a customer referral network and channel partners. In April 2013, it acquired MergerID. Concurrently, IntraLinks acquired P E-Nexus LLC.

The Company delivers its solutions through a cloud-based model where they are available on-demand over the Internet using a multi-tenant SaaS architecture in which a single instance of its software serves all of its customers. The Company provides its customers with various services, including access to its cloud-based IntraLinks Platform, access to one or more of its intraLinks exchanges, and related customer support and other services.

The Company competes with Merrill Corporation, RR Donnelley & Sons Company, EMC Corporation and International Business Machines Corp. (IBM).

Advisors’ Opinion:

  • [By Seth Jayson]

    IntraLinks Holdings (NYSE: IL  ) reported earnings on May 8. Here are the numbers you need to know.

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

  • [By Lee Jackson]

    IntraLinks Holdings Inc. (NYSE: IL) is a leading global software as a service (SaaS) provider of inter-enterprise content management and collaboration solutions. It recently launched Intralinks DealNexus, the largest global deal marketplace and professional network for qualified mergers and acquisitions (M&A) professionals. Intralinks DealNexus offers a secure and confidential way for dealmakers to find and engage the best buyers or capital partners, and it is used by more than 5,000 private equity firms, corporations, investment banks and advisors to intelligently connect and exchange deal opportunities. Wunderlich rates the company a stock to buy and has a $17 price objective. The consensus target is $12.The stock closed on Friday at $8.61.

Top 10 Japanese Stocks For 2014: First Cash Financial Services Inc (FCFS)

First Cash Financial Services, Inc., incorporated on April 24, 1994, is an operator of retail-based pawn and consumer finance stores in the United States and Mexico. As of February 18, 2013 , the Company had approximately 829 locations twelve states in United States and 24 states in Mexico. The Company’s primary business is the operation of pawn stores, which engage in retail sales, purchasing of secondhand goods and consumer finance activities. The pawn stores generate retail sales from the merchandise acquired through collateral forfeitures and over-the-counter purchases from customers. Pawn stores are also a convenient source for small consumer loans to help customers meet their short-term cash needs. Personal property, such as jewelry, consumer electronics, tools, sporting goods and musical instruments are pledged as collateral for the loans. In addition, some of the Company’s pawn stores offer consumer loans or credit services products.

In March 2012, the Company acquired three Dallas-area pawn stores. In June 2012, the Company acquired 24 pawn stores located in the states of Colorado (13), Kentucky (seven), Wyoming (three) and Nebraska (one). In June 2013, First Cash Financial Services Inc announced the acquisition of 19 format U.S. pawn stores located in Texas.

Pawn Merchandise Sales

The Company’s pawn merchandise sales are primarily retail sales to the general public from its pawn stores. The items retailed are primarily used consumer electronics, jewelry, household appliances, tools, musical instruments, and sporting goods. The Company also melts down certain quantities of scrap jewelry and sells the gold, silver and diamonds in commodity markets.

The Company acquires pawn merchandise inventory primarily through forfeited pawn collateral and, to a lesser extent, through purchases of used goods directly from the general public. Merchandise acquired by the Company through forfeited p awn collateral is carried in inventory at the amount of the ! related pawn loan, exclusive of any accrued service fees. The Company does not provide financing to customers for the purchase of its merchandise, but does permit its customers to purchase merchandise on an interest-free layaway plan. Should the customer fail to make a required payment, the item is returned to inventory and previous payments are forfeited to the Company. Interim payments from customers on layaway sales are credited to deferred revenue and subsequently recorded as income in which final payment is received or when previous payments are forfeited to the Company.

Pawn Lending Activities

The Company’s pawn stores make small loans to their customers in order to help them meet short-term cash needs. All pawn loans are collateralized by personal property such as jewelry, electronic equipment, household appliances, tools, sporting goods and musical instruments. Pawn loans are non-recourse loans and the pledged goods provide the only security to the Company for the repayment of the loan. At the time a pawn transaction is entered into, an agreement, commonly referred to as a pawn ticket, is delivered to the borrower for signature that sets forth, among other items, the name and address of the pawnshop, borrower’s name, borrower’s identification number from his/her driver’s license or other identification, date, identification and description of the pledged goods, including applicable serial numbers, amount financed, pawn service fee, maturity date, total amount that must be paid to redeem the pledged goods on the maturity date, and the annual percentage rate. Pledged property is held through the term of the loan, unless the pawn is paid earlier or renewed. The typical loan term is generally one month plus an additional grace period (typically 30 to 90 days). The Company contracts for pawn loan fees and service charges as compensation for the use of the funds loaned and to cover direct operating expenses related t o the transaction and holding the pledged property. These pa! wn loan f! ees and service charges accounted for approximately 26% of the Company’s revenue from continuing operations during the year ended December 31, 2012 .

Credit Services and Consumer Loan Activities

The Company has significantly reduced its U.S.-based consumer loan activities, primarily from payday lending, over the past several years. In September 2012, the Company closed seven of its consumer loan stores located in the Texas cities of Austin and Dallas. The Company offers a fee-based credit services organization program (CSO Program) to assist consumers, in Texas markets, in obtaining extensions of credit. The Company’s consumer loan and pawn stores in Texas offer the CSO Program, and, in Texas, credit services are also offered via an Internet platform. Under the CSO Program, the Company assists customers in applying for a short-term extension of credit from an independent, non-bank, consumer lending company (the Independent Lender) and issues the Ind ependent Lender a letter of credit to guarantee the repayment of the extension of credit.

The Company subsequently collects a percentage of these bad debts by redepositing the customers’ checks, ACH collections or subsequent cash repayments by the customers. The profitability of the Company’s credit services operations is dependent upon adequate collection of these returned items. The Company also offers an automobile title lending product under the CSO Program. These credit services fees accounted for approximately 8% of the Company’s revenue from continuing operations during 2012 . In Mexico, the Company also offers an installment loan product with a term of 365 days and bears weekly service fees of 7% on the loan amount. These consumer loan fees accounted for less than 1% of the Company’s revenue from continuing operations during 2012 .

Advisors’ Opinion:

  • [By Victor Selva]

    We can appreciate that Capital One´s ROE is lower than that of American Express, Discover Financial Services, First Cash Financial Services (FCFS) and Nelnet Inc. (NNI).

  • [By Eric Volkman]

    First Cash Financial Services (NASDAQ: FCFS  ) is becoming a pawn star. The company announced it has acquired a set of 19 large-format pawn shops in Texas, most of which operate under the Valu + Pawn brand name. The price was around $70 million in cash, funded for the most part under the company’s revolving credit facility.

  • [By Brian Pacampara]

    What: Shares of First Cash Financial Services (NASDAQ: FCFS  ) plunged as low as 14% today after the consumer finance company cut its short-term guidance outlook.

Top 10 Japanese Stocks For 2014: United Bankshares Inc.(UBSI)

United Bankshares, Inc., through its subsidiaries, provides commercial and retail banking services and products in the United States. Its deposit products include checking, savings, time, and money market deposit accounts; demand deposits, statement and special savings, and NOW accounts; and variable and fixed-term money market accounts and certificates of deposit. The company?s loan products portfolio comprises personal, commercial, floor plan, and student loans; construction and real estate loans; and consumer loans, including credit card and home equity loans. It also offers individual retirement accounts, safe deposit boxes, wire transfers, credit card, and other banking products and services. In addition, the company offers trust services; and services to correspondent banks, such as check clearing, safekeeping, and the buying and selling of federal funds. The company?s nonbank subsidiaries engage in other community banking services, such as asset management, real p r operty title insurance, investment banking, financial planning, and brokerage services. United Bankshares operates 112 full service offices in West Virginia, Virginia, Northern Virginia, Maryland, southeastern Ohio, and Washington, D.C. The company was founded in 1982 and is headquartered in Charleston, West Virginia.

Advisors’ Opinion:

  • [By Marc Bastow]

    Charleston, West Virginia-based bank holding company United Bancshares (UBSI) raised its quarterly dividend 3.2% to 32 cents per share, payable April 1 to shareholders of record as of March 14. The increase represents the 40th consecutive annual dividend increase by UBSI.
    UBSI Dividend Yield: 4.30%

  • [By Rich Duprey]

    United Bancshares  (NASDAQ: UBSI  )  announced yesterday its second-quarter dividend of $0.31 per share, the same rate it’s paid for the last six quarters.

  • [By Fredrik Arnold]

    Ten Champion dogs that promised the biggest dividend yields into July included firms representing five of nine market sectors. The top stocks were three of five from the financial sector: Universal Health Realty Trust (UHT); Mercury General Corp. (MCY); Old Republic Int’l (ORI). The other two financial firms, HCP Inc., and United Bankshares Inc. (UBSI), placed sixth and eighth.

Top 10 Japanese Stocks For 2014: Hi Crush Partners LP (HCLP)

Hi Crush Partners LP, formerly Hi-Crush Partners LP, is a domestic producer of monocrystalline sand, a specialized mineral that is used as a proppant to enhance the recovery rates of hydrocarbons from oil and natural gas wells. The Company reserves consist of Northern White sand, a resource existing in Wisconsin and limited portions of the upper Midwest region of the United States. It owns, operates and develops sand reserves and related excavation and processing facilities and will seek to acquire or develop additional facilities. The Company’s 561-acre facility with integrated rail infrastructure, located near Wyeville, Wisconsin, enables it to process and deliver approximately 1,600,000 tons of frac sand per year. In June 2013, Hi Crush Partners LP announced the completion of its acquisition of D&I Silica, LLC (D&I).

The Company’s frac sand production is sold to investment grade-rated pressure pumping service providers under long-term, contracts that req uire its customers to pay a specified price for a specified volume of frac sand each month. The Company owns and operates the Wyeville facility, which is located in Monroe County, Wisconsin and, as of December 31, 2011, contained 48.4 million tons of proven recoverable sand reserves of mesh sizes it has contracted to sell. From the Wyeville in-service date to March 31, 2012, it had processed and sold 555,250 tons of frac sand.

Advisors’ Opinion:

  • [By Robert Rapier]

    Hi-Crush Partners (NYSE: HCLP) was the year’s best-performing energy MLP with a rally of 130 percent. HCLP is a pure-play supplier of monocrystalline sand that is used as a proppant to enhance the recovery rates of hydrocarbons from oil and natural gas wells that have been hydraulically fractured. Its reserves consist of Northern white sand, predominantly found in Wisconsin and portions of the upper Midwest region of the US. At the most recent closing price, the annualized yield based on the the last quarterly distribution is 4.9 percent.

  • [By John Udovich]

    Yesterday, small cap fracking stock CARBO Ceramics Inc (NYSE: CRR) surged 28.32% after reporting earnings while fracking peer U.S. Silica Holdings Inc (NYSE: SLCA) jumped 9.50% and Hi-Crush Partners LP (NYSE: HCLP) rose 3.20% – no doubt on positive sentiment. However, are investors missing anything with CARBO Ceramics and is it too late to get in on the action there?

Top 10 Japanese Stocks For 2014: GATX Corp (GMT)

GATX Corporation (GATX) leases, operates, manages and remarkets assets primarily in the rail and marine markets. GATX has three segments: Rail, American Steamship Company (ASC) and Portfolio Management. Rail and its affiliates lease tank cars, freight cars and locomotives in North America and Europe. ASC operates a fleet of United States flagged vessels on the Great Lakes. Portfolio Management has investments in affiliated companies. As of December, 31, 2011, the Company held 37.5% interest in AAE Cargo AG (AAE), a 12.5% interest in Adler Funding LLC (Adler) and a 50% interest in Southern Capital Corporation (ACC). In January 2012, ASC entered into a five-year lease for a newly constructed articulated tug-barge. The tug is diesel powered and the barge is 740 feet in length with a carrying capacity of 34,000 gross tons. During the year ended December 31, 2011, the Clipper Fourth Limited and Clipper Fourth APS marine joint ventures, in each of which GATX held a 45% interest, were dissolved.

Rail

Rail is exploring leasing opportunities in Asia through both wholly owned subsidiaries, as well as joint venture arrangements. As of December 31, 2011, Rail’s worldwide fleet, consisted of wholly owned and leased-in railcars, totaled approximately 130,000 railcars. Rail offers customers financial, operational, management and maintenance expertise. In addition, Rail actively manages fleets for an affiliate and other third-party owners of approximately 8,000 railcars, in aggregate.

Rail’s customers primarily operate in the chemical, petroleum, food/agriculture and transportation industries. Rail’s fleet consists of a diverse selection of railcar types that are used by its customers to ship approximately 700 different commodities. Rail also had an ownership interest in approximately 32,000 railcars through investments in affiliated companies. Affiliate fleets consist primarily of freight and intermodal railcar s. Additionally, Rail manages approximately 2,000 railcars f! or third-party owners. Rail primarily provides railcars pursuant to full-service leases under which it maintains the railcars, pays ad valorem taxes and insurance and provides other ancillary services. Rail also offers net leases for railcars under which the lessee is responsible for maintenance, insurance and taxes.

In North America, Rail leases railcars for terms that generally range from three to 10 years. Rail’s North American operations also include a locomotive leasing business. As of December 31, 2011, Rail’s locomotive fleet totaled 572 locomotives. The majority of Rail’s leases are full-service contracts under which Rail maintains the railcars. Rail operates an extensive network of service facilities across North America that perform repair, maintenance, modification and regulatory compliance work on the fleet. Maintenance services include interior cleaning of railcars, general repairs to the car body and safety appliances, regulatory compliance work, wheelset replacements, exterior blast and painting, and car stenciling.

Rail leases standard gauge railcars to customers throughout Europe. Lease terms generally range from one to seven years and at December 31, 2011, the average remaining lease term of the fleet was approximately two years. Rail acquires new railcars primarily from the IRS Group and VRZ Karlovo. The owned service centers are supplemented by a number of third-party repair facilities.

ASC

ASC operates a fleet of United States flagged vessels on the Great Lakes, providing waterborne transportation of dry bulk commodities primarily for customers in the steel, electric utility and construction industries. The primary commodities carried by ASC’s vessels are iron ore, coal, limestone aggregates and metallurgical limestone. End markets for these commodities include domestic automobile manufacturing, electricity generation and non-residential construction. At Decembe r 31, 2011, ASC’s fleet consisted of 17 vessels. Fourteen ! of the ve! ssels are diesel powered. The diesel vessels range in size from 635 to 1,004 feet in length with maximum load capacities between 23,800 and 80,900 gross tons. The three remaining vessels are steam powered. The steamer vessels range in size from 690 to 767 feet in length with maximum load capacities between 22,300 and 26,300 gross tons. In 2011, ASC carried 28.4 million net tons of cargo including both contracted volume and spot business.

Portfolio Management

Portfolio Management leverages its equipment knowledge by managing portfolios of assets for third parties. Portfolio Management generates fee and residual sharing income through portfolio administration and remarketing of these assets. Affiliate activities include aircraft spare engine leasing, shipping operations and gas compression equipment leasing. Rolls-Royce and Partners Finance (RRPF) is a collection of 50%-owned domestic and international joint ventures with Rolls-Royce plc, a manufactu rer of commercial aircraft jet engines. RRPF leases spare engines to Rolls-Royce plc and commercial airlines. The RRPF portfolio in aggregate is comprised of approximately 370 Rolls-Royce and International Aero Engine aircraft engines. Cardinal Marine Investments LLC (Cardinal Marine) is a 50%-owned marine joint venture with IMC Holdings, a subsidiary of the IMC Pan Asia Alliance Group (IMC).

Cardinal Marine owns six chemical parcel tankers (each with 45,000 dead weight tons that operate under a pooling arrangement with IMC’s other chemical tankers in support of the movement of liquid bulk chemicals in the Middle East Gulf/Far East and United States Gulf/Far East trades. Somargas II Private Limited (Somargas) and Singco Gas Pte, Limited (Singco), respectively, are 35% and 50%-owned joint ventures with IM Skaugen ASA (Skaugen). Clipper Third Limited (Clipper Third) is a 50%-owned joint venture with Clipper Group Invest Ltd. (the Clipper Group). Clipper Third ow ns two handysize vessels that support the worldwide movement! of dry b! ulk products, such as grain, cement, coal and steel. Enerven Compression, LLC (Enerven) is a 45.6%-owned joint venture with ING Investment Management and Enerven management. Enerven provides natural gas compression equipment leasing through its subsidiary, Enerven Compression Services (ECS) and third-party maintenance and repair services through its subsidiary, Worldwide Energy Solutions Company (WESCO).

The Company competes with Union Tank Car Company, General Electric Railcar Services Corporation, American Railcar Leasing, CIT Group Inc., Trinity Leasing, First Union Rail, Helm Financial Corporation, National Railway Equipment Corporation, Relco Locomotives, Inc., VTG Aktiengesellschaft, Ermewa, CTL Logistics Group, PCC Rail Group, Interlake Steamship Company, VanEnkevort Tug and Barge, Grand River Navigation, Great Lakes Fleet, Inc. and Central Marine Logistics.

Advisors’ Opinion:

  • [By Dividends4Life]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description:

    1. Avg. High Yield Price
    2. 20-Year DCF Price
    3. Avg. P/E Price
    4. Graham Number

    GWW is trading at a premium to all four valuations above. The stock is trading at a 10.0% premium to its calculated fair value of $219.95. GWW did not earn any Stars in this section.

    Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description:

    1. Free Cash Flow Payout
    2. Debt To Total Capital
    3. Key Metrics
    4. Dividend Growth Rate
    5. Years of Div. Growth
    6. Rolling 4-yr Div. > 15%

    GWW earned three Stars in this section for 1.), 2.) and 3.) above. A Star was earned since the Free Cash Flow payout ratio was less than 60% and there were no negative Free Cash Flows over the last 10 years. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. GWW earned a Star for having an acceptable score in at least two of the four Key Metrics measured.

    Rolling 4-yr Div. > 15% means that dividends grew on average in excess of 15% for each consecutive 4 year period over the last 10 years (2003-2006, 2004-2007, 2005-2008, etc.) I consider this a key metric since dividends will double every 5 years if they grow by 15%. The company has paid a cash dividend to shareholders every year since 1965 and has increased its dividend payments for 42 consecutive years.

    Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked

Top 10 Japanese Stocks For 2014: Automatic Data Processing Inc.(ADP)

Automatic Data Processing, Inc. provides technology-based outsourcing solutions to employers, and vehicle retailers and manufacturers worldwide. It operates in three segments: Employer Services, Professional Employer Organization Services, and Dealer Services. The Employer Services segment offers a range of human resource (HR)information, payroll processing, and tax and benefits administration solutions and services, including traditional and Web-based outsourcing solutions. Its solutions enable employers to staff, manage, pay, and retain their employees. The Professional Employer Organization Services segment provides employment administration outsourcing solutions, including payroll, payroll tax filing, HR guidance, 401(k) plan administration, benefits administration, compliance services, health and workers? compensation coverage, and other supplemental benefits for employees. The Dealer Services segment offers integrated dealer management systems (DMS) and other busines s management solutions to automotive, truck, motorcycle, marine, recreational vehicle, and heavy machinery retailers. This segment also provides a suite of additional integrated applications to address department and functional area of the dealership, including customer relationship management applications, front-end sales and marketing/advertising solutions, and an IP Telephony phone system integrated into the DMS to help dealerships drive sales processes and business development initiatives, as well as offers computer hardware, hardware maintenance services, software support, system design, and network consulting services. In addition, it designs, establishes, and maintains communications networks for its dealership clients that allow interactive communications among various site locations, as well as links between franchised dealers and their vehicle manufacturer franchisors. The company was founded in 1949 and is headquartered in Roseland, New Jersey.

Advisors’ Opinion:

  • [By Bloomberg]

    Companies added fewer workers than projected in February, a sign that U.S. employers were waiting for a pickup in demand before boosting headcount, a private report based on payrolls showed today. The 139,000 increase in employment followed a revised 127,000 gain in January that was weaker than initially reported, the weakest two months since August-September 2012, according to the ADP Research Institute in Roseland, N.J. The median forecast of 39 economists surveyed by Bloomberg called for a 155,000 advance. Harsh winter weather conditions, which kept some shoppers away from stores and car dealerships, help explain why companies were hesitant to accelerate hiring at a more robust pace. Faster payroll growth that spurs bigger wage gains would help to boost the consumer purchases that make up almost 70 percent of the economy. “Employment was weak across a number of industries,” Mark Zandi, chief economist at Moody’s Analytics in West Chester, Pa., said in a statement. Moody’s produces the figures with ADP (ADP). “Bad winter weather, especially in mid-month, weighed on payrolls. Job growth is expected to improve with warmer temperatures.” Estimates in the Bloomberg survey of economists ranged from gains of 100,000 to 180,000 after a previously reported increase of 175,000 in January. Missing Mark ADP’s numbers have missed the mark in tracking the government’s jobs figures over the past couple of months. The group’s initial estimates showed a 238,000 gain in employment for December followed by a 175,000 January increase. That compares with the Labor Department’s initial estimate of an 87,000 gain in December private payrolls and a 142,000 increase in January. Stock-index futures were little changed after the report. The contract on the Standard & Poor’s 500 index (^GSPC) expiring this month rose less than 0.1 percent to 1,872 at 9:06 a.m. in New York. Payrolls at goods-producing industries increased headcount by 19,000. Factories added 1,000 workers,

  • [By Reuters]

    LM Otero/AP U.S. private employers added 175,000 jobs in January, the smallest gain since August as wintry weather kept a lid on hiring, a report by a payrolls processor showed Wednesday. Economists surveyed by Reuters had forecast the ADP National Employment Report would show a gain of 180,000 jobs, with estimates ranging from a low of 125,000 to a high of 210,000. December’s increase in jobs was revised down to 227,000 from the initially reported 238,000. The report is jointly developed with Moody’s Analytics. Small businesses, defined as having fewer than 50 employees, showed the largest growth by business size, with 75,000 jobs added. Medium businesses, with between 50 and 499 workers, added 66,000, while large companies, with more than 500 staff members, added 34,000 positions, the report showed. By sector, the services sector added 160,000 jobs, down from an upwardly revised 177,000 in December, led by strength in the professional and business services group, which added 49,000. Goods-producing companies added just 16,000 positions after an increase of 50,000 the month before. Manufacturers cut jobs, with a decline of 12,000 after adding 16,000 positions in December. “Cold and stormy winter weather continued to weigh on the job numbers,” Moody’s Analytics Chief Economist Mark Zandi said in a statement accompanying the report. “Underlying job growth, abstracting from the weather, remains sturdy. Gains are broad based across industries and company sizes, the biggest exception being manufacturing, which shed jobs, but that is not expected to continue.” The ADP (ADP) report comes two days ahead of the government’s nonfarm payroll report, a measure of the labor market that is more comprehensive and includes both public- and private-sector employment. December’s initial reading from ADP failed to foreshadow accurately the Labor Department’s report, which showed that just 74,000 jobs were created in December. That was the lowest job creation total in

  • [By Trey Thoelcke]

    The index, generated by data from Automated Data Processing Inc. (NASDAQ: ADP), said private employers added 175,000 jobs in January, down from 227,000 in December and 289,000 in November. While it was in line with the Wall Street estimate, the index suggests 2014 job growth will continue to be modest, if steady.

Top 10 Japanese Stocks For 2014: Mediabistro Inc (MBIS)

Mediabistro Inc, formerly WebMediaBrands Inc., incorporated on April 5, 1999, is an Internet media company. The Company provides content, education, career services to social media, traditional media and creative professionals through a portfolio of vertical online properties, communities and trade shows. On May 11, 2011, the Company acquired Inside Network, Inc.In March 2011, the Company acquired the assets of the blog FacebookMarketing.de. In March 2011, the Company acquired the assets of the Website SemanticOverflow.com. In May 2011, it acquired Inside Network Inc. In August 2012, the Company acquired the assets of Lost Remote the blog covering the field of social television.

The Company’s online business includes mediabistro.com, a blog network providing content, education, community resources and career resources about media industry verticals including new media, social media, Facebook, TV news, advertising, public relations, publishing, design and mob ile. Its mediabistro.com business also includes a job board for media and creative professionals focusing on job categories such as social media, new media, publishing, public relations/marketing, advertising, sales, design, Web development, television and more. InsideNetwork.com, a network of online properties dedicated to providing original market research, data services, news, events and job listings on the Facebook platform, on social gaming and on mobile applications ecosystems. SemanticWeb.com, a blog providing content, education, community resources and career resources on the commercialization and application of Semantic Technologies, Linked Data and Big Data. Community, membership and e-commerce offerings including a freelance listing service, a marketplace for designing and purchasing logos (stocklogos.com) and premium membership services.

The Company’s education business features online and in-person courses and online conferences, including its So cial Media Marketing Boot Camps, for media and creative prof! essionals. Online education conferences are programs that offer attendees the opportunity to learn in a dynamic online setting with live weekly instruction via webcast, daily forum discussions within an online classroom, homework assignments, and small group interaction where students receive one-on-one guidance and instruction from an advisor. The Company’s trade shows include, among others, the Semantic Tech and Business Conference, Inside Social Apps, Social Gaming Summit and AllFacebook Marketing Expo. Its online business also includes AllCreativeWorld.com, a network of online properties providing content, education, community, career and other resources for creative and design professionals.

The Company competes with Monster.com and LinkedIn.

Advisors’ Opinion:

  • [By Paul Ausick]

    Stocks on the Move: Aetrium Inc. (NASDAQ: ATRM) is up 156.2% at $12.40 following a positive report based on a recent management change and new products. Mediabistro Inc. (NASDAQ: MBIS) is down 17.4% at $3.41 as the stock gives back some of the 87% gain it scored yesterday. J.C. Penney Co. Inc. (NYSE: JCP) is up 7.7% at $10.08 on momentum from an insider stock purchase earlier this week.

  • [By Paul Ausick]

    Stocks on the Move: Nuance Communications Inc. (NASDAQ: NUAN) is down 18.1% at $13.10 and Ariad Pharmaceuticals Inc. (NASDAQ: ARIA) is down 9% at $4.67 on huge volume today. Mediabistro Inc. (NASDAQ: MBIS) is up 87.2% at $4.10 after investing in a media and events firm that covers the 3D printing market.