Top 10 Life Sciences Companies To Buy For 2015


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Top 10 Life Sciences Companies To Buy For 2015: SEACOR Holdings Inc (CKH)

SEACOR Holdings Inc, incorporated on November 7, 1989, is a global provider of equipment and services primarily supporting the offshore oil and gas and marine transportation industries. The Company offers customers a diversified suite of services, including offshore marine, aviation, inland river, marine transportation, crisis and emergency management preparedness and response solutions, commodity trading and logistics and offshore and harbor towing. On March 19, 2012, J.F. Lehman & Company acquired National Response Corporation and its affiliated businesses NRC Environmental Services, SEACOR Response, and SEACOR Environmental Products (collectively NRC) from the Company. In January 2013, the Company sold its energy trading division, SEACOR Energy Inc. to Par Petroleum Corporation. On January 31, 2013, it completed the spin off its Era Group Inc unit (Era).


Offshore Marine Services

The Company’s Marine operates a diversified fleet of vessels, s ervicing the offshore oil and gas exploration, development, and production industry worldwide.The Company’s marine provides its customers with the assembly of offshore vessel services in the global offshore oil and gas industry, including transport of personnel, platform supply, offshore accommodation, intervention, maintenance and repair support, standby safety services, anchor handling and mooring services, wind farm support, lift boat services, offshore construction support, well enhancement support, and lightering services.


Aviation Services

The Company’s aviation services subsidiary, Era Group (Era), is the helicopter operators globally. ra supports the oil and gas industry in the United States Gulf of Mexico, Alaska, and internationally. Era provides air medical services, firefighting support, flightseeing tours in Alaska, and Search and Rescue and Emergency Medical Services. Era’s affiliate, Era Training Center, offers flight training ser vices. Era also markets and distributes specialty helicopter! equipment and accessories.

Inland River Services


The Company’s Inland River Services group owns and operates modern river transportation equipment; owns covered and open hopper barges, 10,000 and 30,000 barrel tank barges, deck barges, inland river towboats and smaller harbor boats; and provides ancillary services along the United States Inland River Waterways and the Parana-Paraguay and the Magdalena River Systems in South America. SCF Marine operates a fleet of hopper barges along the United States Inland River Waterways and South America, transporting agricultural, industrial, and project cargoes. The liquid division, Supercritical Fluid (SCF) Liquids, is a integrated towboat and tank barge company, specializing in the transportation of chemical, clean, and dirty products. Gateway Terminals is among the newest ethanol and petroleum storage terminals on the Mississippi River, with a capacity of 400,000 barrels and the ability to receive and tra nsfer products by barge, unit train, and truck.


Marine Transportation Services

The Company’s ocean shipping and harbor towing subsidiary, SEACOR Ocean Transport, is an owner and operator of equipment engaged in oil transportation, bunkering, harbor towing, Liquefied Natural Gas (LNG) terminal support, short sea shipping and logistics, and third-party ship management services. Through all aspects of its operations, SEACOR Ocean Transport focuses to provide its customers with marine transportation solutions.

Commodity Trading and Logistics

The Company’s Commodity Trading and Logistics group specializes in the purchase, storage, transportation, and sale of agricultural and energy commodities, which include renewable fuels, blendstocks, sugar, rice, and salt. The Agricultural group is primarily focused on the global sourcing and logistics of sugar, rice, salt, and other dry bulk products. The Energy group is primarily focu sed on the domestic trading and transportation of physical e! thanol an! d clean blendstocks.


Harbor and Offshore Towing Services

The Company’s ocean shipping and harbor towing subsidiary, SEACOR Ocean Transport, is an operator of equipment engaged in oil transportation, bunkering, harbor towing, LNG terminal support, short sea shipping and logistics, and third-party ship management services. The harbor towing services group, Seabulk Towing, is a tugboat operator with operations along the Gulf Coast and Southeastern seaboard port system from Cape Canaveral, Florida, to Port Arthur, Texas. Seabulk Island Transport owns and operates four ocean tugs and five ocean liquid tank barges.


Advisors’ Opinion:

  • [By Traders Reserve]

    For investors who want a piece of this developing trend, Transocean and Seadrill are two of the bigger players in this arena. Other offshore drillers/rig operators are Noble (NE) and Ensco (ESV). Companies that provide services to offshore drillers and benefit from increases in exploration and drilling activity are Gulfmark Offshore (GLF), Hornbeck (HOS), Seacor (CKH) and Tidewater (TDW).

  • [By Seth Jayson]

    Margins matter. The more Seacor Holdings (NYSE: CKH  ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That’s why we check up on margins at least once a quarter in this series. I’m looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Seacor Holdings’s competitive position could be.

Top 10 Life Sciences Companies To Buy For 2015: Fenner PLC (FENR)


Fenner PLC is a manufacturer and distributor of reinforced polymer products. It operates in two segments: engineered conveyor solutions, which is engaged in the manufacture of rubber, polyvinyl chloride and steel cord conveyor belts, ply, solid woven and steel cord conveyor belting for mining, power generation and industrial applications and advanced engineered products, which is engaged in the manufacture of precision polymer products; problem-solving power transmission and motion transfer components; silicone and complex hoses for heavy duty trucks, buses and off-road vehicles; seals and sealing solutions for the fluid power and oil and gas industries; technical textiles for medical and industrial applications and silicone based products for medical applications; rollers for digital image processing and medical diagnostics, and fluropolymer components for fluid and gas handling. Advisors’ Opinion:

  • [By Inyoung Hwang]

    Fenner Plc (FENR) rallied 5.2 percent to 407.4 pence, its highest price since March 20. UBS AG started coverage of the conveyor-belt maker with a buy rating, saying shares are cheap. The bank predicted the stock will climb to 460 pence in the next 12 months.

Top 10 Life Sciences Companies To Buy For 2015: Titan International Inc (TWI)

Titan International, Inc. (Titan), incorporated on March 21, 1983, through its subsidiaries, is engaged in the manufacturing of wheels and tires. The Company operates in three segments: agricultural, earthmoving/construction and consumer. Titan produces a range of specialty products to meet the specifications of original equipment manufacturers (OEMs) and aftermarket customers in the agricultural, earthmoving/construction and consumer markets. Titan’s earthmoving/ construction market includes wheels and tires supplied to the mining industry, while the consumer market includes products for all-terrain vehicles (ATVs) and recreational/utility trailers. The Company’s customers include AGCO Corporation, CNH Global N.V., Deere & Company and Kubota Corporation.


In August 2012, it acquired Planet Corporation Group (Planet). Titan acquired 56% of the Corporation. In December 2012, Titan acquired 100% (Titan Europe).

Agricultural market

Titan’s agricultural rims, wheels and tires are manufactured for use on various agricultural and forestry equipment, including tractors, combines, skidders, plows, planters and irrigation equipment, and are sold directly to OEMs and to the aftermarket through independent distributors, equipment dealers and Titan’s own distribution centers. The wheels and rims range in diameter from 9 to 54 inches. Titan’s agricultural tires range from approximately 1 foot to approximately 7 foot in outside diameter and from 5 to 49 inches in width. The Company offers the added value of delivering a complete wheel and tire assembly to customers.


Earthmoving/construction market

The Company manufactures rims, wheels and tires for various types of off-the-road (OTR) earthmoving, mining, military and construction equipment, including skid steers, aerial lifts, cranes, graders and levelers, scrapers, self-propelled shovel loaders, articulated dump trucks, load tran sporters, haul trucks and backhoe loaders. The earthmoving/c! onstruction market is often referred to as OTR, an acronym for off-the-road. The Company provides OEM and aftermarket customers with a range of earthmoving/construction wheels ranging in diameter from 20 to 63 inches and in weight from 125 pounds to 7,000 pounds. The 63-inch diameter wheel is the manufactured in North America for the earthmoving/construction market. Titan’s earthmoving/construction tires range from approximately 3 feet to approximately 13 feet in outside diameter and in weight from 50 pounds to 12,500 pounds. The Company offers the added value of wheel and tire assembly for certain applications in the earthmoving/construction market.


Consumer market

Titan manufactures bias truck tires in Latin America, provides wheels and tires and assembles brakes, actuators and components for the domestic boat, recreational and utility trailer markets. Titan also offers select products for all-terrain vehicles (ATVs), turf, and golf car applicat ions. Titan produces a variety of tires for the consumer market.

The Company competes with Carlisle Companies Incorporated, GKN Wheels, Ltd., Topy Industries, Ltd, Bridgestone/Firestone, Michelin, Pirelli, Berco and Caterpillar.

Advisors’ Opinion:

  • [By Vera Yuan]

    Among a few stocks that had negative returns in the quarter, Veeco Instruments (VECO) and Titan International (TWI) are also among the smaller positions in the portfolio. VECO declined 11.1% in the June quarter, but not enough for us to add to the position.From FPA Capital Fund (Trades, Portfolio)’s Second Quarter 2014 Commentary.Also check out: FPA Capital Fund Undervalued Stocks FPA Capital Fund Top Growth Companies FPA Capital Fund High Yield stocks, and Stocks that FPA Capital Fund keeps buying Currently 0.00/512345

    Rating: 0.0/5 (0 votes)

  • [By Vera Yuan]

    Among a few stocks that had negative returns in the quarter, Veeco Instruments (VECO) and Titan International (TWI) are also among the smaller positions in the portfolio. Titan, which declined 11.4% in the quarter and will be discussed later in this letter, is a relatively new stock in the portfolio and one that we added to as the share price declined.Among the stocks that we added to in the quarter were Atwood Oceanics (ATW) and Titan International (TWI).As mentioned above, Titan declined nearly 12% in the quarter and we added to the position as the stock weakened. As you may recall, we initiated the position in TWI in the fourth quarter of 2013 in the mid- teens. Despite our additional TWI purchases, we do not yet own a full position in the stock. However, we have plenty of capacity to take the stock to a normal full position, which is 3%, but this assumes the company earns the right to have more of your capital allocated to the position.The primary reason why TWI share s sold off recently is that the wheel and tire markets for large construction and mining equipment remain depressed. Investors had hoped that the off-road, large construction equipment and mining business would see some acceleration after the very cold winter season, but that does not appear to be the case. Tire inventory levels for large, off-road equipment were too high for dealers to be aggressive and purchase tires en masse earlier this year. However, there is some recent evidence that much of the excess tire inventory has been reduced to levels that now support some restocking.Our investment thesis for TWI is not predicated on the wheel and tire market for large, off-road equipment to come roaring back to levels experienced before the financial crisis. Rather we believe the assets TWI has accumulated over the past decade can be managed more efficiently and, therefore, profit margins can improve without a huge increase in revenues. We recently visited one of TWI’s Midw est tire facilities a

Top 10 Life Sciences Companies To Buy For 2015: Carter’s Inc.(CRI)


Carter’s, Inc., together with its subsidiaries, designs, sources, and markets branded children?s wear. The company provides products under the Carter?s, Child of Mine, Just One You, Precious Firsts, OshKosh, and related brand names. Its Carter?s brand baby products include bodysuits, pants, undershirts, towels, washcloths, receiving blankets, layette gowns, bibs, caps, and booties; playclothes products consist of knit and woven cotton apparel; sleepwear products comprise pajamas and blanket sleepers; and other products consist of bedding, outerwear, swimwear, shoes, socks, diaper bags, gift sets, toys, and hair accessories. The company also provides playclothes products, including denim apparel products, overalls, woven bottoms, knit tops, and playclothes products for sizes newborn to 12 under the OshKosh brand. In addition, it offers baby, sleepwear, outerwear, shoes, hosiery, and accessories under the OshKosh brand. The company sells its products in department stores, na tional chains, and specialty retailers, as well as through its Carter?s and OshKosh retail stores; and online at carters.com and oshkoshbgosh.com. As of December 31, 2011, it operated 359 Carter?s and 170 OshKosh outlet and brand retail stores in the United States; and 65 retail stores in Canada. The company was founded in 1865 and is headquartered in Atlanta, Georgia.


Advisors’ Opinion:

  • [By AnnaLisa Kraft]

    Carter’s (NYSE: CRI  ) , the branded marketer of baby and children’s wear, is facing the headwinds of declining birthrates in the US and Canada. In the US, the crude birth rate (births per 1,000 people) has declined to levels not seen since the Great Depression: down 7% plus since 2007.Worldwide, the crude birth rate is expected to decline from the early 1950’s 37.2 births to 13.4.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Carter’s (NYSE: CRI  ) , whose recent revenue and earnings are plotted below.

Top 10 Life Sciences Companies To Buy For 2015: Sempra Energy(SRE)


Sempra Energy, together with its subsidiaries, develops new energy infrastructure, operates utilities, and provides energy-related products and services worldwide. It operates in six segments: SDG&E, SoCalGas, Sempra Generation, Sempra Pipelines & Storage, Sempra LNG (liquefied natural gas), and Sempra Commodities. The SDG&E segment has electric and natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of electricity and natural gas to residential, commercial, industrial, street and highway lighting, and direct access customers. The SoCalGas segment has natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of natural gas to electric generation, wholesale, large commercial, industrial, and enhanced oil recovery customers. The Sempra Generation segment involves in the generation and wholesale distribution of electricity through a fleet of natural gas-fired power generati on facilities in Arizona, Nevada, and Indiana, as well as Mexico with a total capacity of 2,513 megawatts. The Sempra Pipelines & Storage segment operates 1,883 miles of distribution pipelines, 224 miles of transmission pipelines, and 3 compressor stations in Mexico; operates Mobile Gas, a natural gas distribution utility located in Mobile and Baldwin counties in Alabama; and operates natural gas storage facilities in Washington County of Alabama and Simpson County of Mississippi. The Sempra LNG segment involves in the receipt, storage, and vaporization of LNG, as well as the purchase and sale of natural gas. It operates Energia Costa Azul LNG receipt terminal in Baja California, Mexico, as well as Cameron LNG receipt terminal in Hackberry, Louisiana. The Sempra Commodities segment engages in the commodities-marketing business. Sempra Energy has operations in the United States, Canada, Mexico, Argentina, Chile, and Peru. The company was founded in 1998 and is headquartered i n San Diego, California.


Advisors’ Opinion:

  • [By Robert Rapier]

    As I pointed out in last week’s Energy Letter, US natural gas production is up 11.4 Bcfd in just the past five years. Presently there are 13 pending proposals awaiting approval from the Federal Energy Regulatory Commission (FERC), with a total proposed export capacity of 17.9 Bcfd. Two projects have been approved by FERC. Cheniere Energy (NYSE: LNG) and Sempra Energy (NYSE: SRE) have had projects approved with a combined proposed capacity of 4.46 Bcfd.

  • [By Robert Rapier]

    The licensing process and the cost of obtaining FERC approval are more onerous than is the DOE approval process, and for the past two years Cheniere Energy (NYSE: LNG) has been the only company to receive both approvals. That changed last month when Sempra Energy (NYSE: SRE) became the second company to win FERC approval. Sempra’s Cameron LNG facility is to based on the Gulf Coast in Louisiana.

  • [By MONEYMORNING.COM]

    At issue is the application by Sempra Energy (NYSE: SRE) for permission to export LNG from a terminal at Cameron, La.


    You see, despite the fact that the Department of Energy (DOE) authorized exports in this case over a month ago, the Federal Energy Regulatory Commission (FERC) must still approve all export permits.

Top 10 Life Sciences Companies To Buy For 2015: Oleo e Gas Participacoes SA (OGXP3)

Oleo e Gas Participacoes SA, formerly Centennial Asset Participacao Corumba SA, is a Brazil-based company involved in the oil and natural gas industry. The Company and its subsidiaries are primarily engaged in the research, mining, refining, processing, trade and transportation of oil and natural gas. The Company’s subsidiaries participated in a number of concessions in the Brazil and Colombia. On November 21, 2013, processing of judicial recovery was approved for the Company and OGX Petroleo e Gas SA, following decision of the Corporate Court of Capital of the State of Rio de Janeiro. Advisors’ Opinion:

  • [By Rajhkumar K Shaaw]

    The MSCI Emerging Markets Index retreated 0.3 percent to 1,027.27, extending its weekly slump to 1.4 percent. The Shanghai Composite Index (SHCOMP) slid to the lowest level in seven weeks as Great Wall Motor Co. (601633) tumbled 10 percent after earnings missed analysts’ estimates. Oil company OGX Petroleo e Gas Participacoes SA (OGXP3) sank 19 percent, pacing losses in Brazil’s Ibovespa. The rupiah strengthened the most since Sept. 19.

  • [By Harry Suhartono]

    The MSCI Emerging Markets Index fell 0.3 percent to 1,004.66. OGX Petroleo e Gas Participacoes SA (OGXP3) plunged to a record low in Sao Paulo as two people with knowledge of the matter said the oil producer is considering filing for bankruptcy protection within a month. India’s rupee snapped a three-day gain. Polish yields sank to an eight-week low on bets Zyta Gilowska’s successor on the central bank’s rate-setting panel will be reluctant to tighten monetary policy in 2014.

Top 10 Life Sciences Companies To Buy For 2015: Veolia Environnement(VE)


Veolia Environnement S.A., together with its subsidiaries, provides environmental management services to individuals, public authorities, and industrial and commercial services customers worldwide. It operates in four segments: Water, Environmental Services, Energy Services, and Transportation. The Water segment offers water and wastewater services, including the management and operation of large-scale and customized drinking water plants, wastewater decontamination and recycling plants, drinking water distribution networks, and wastewater collection networks; and provision of call centers and billing services. The Environmental Services segment provides waste management and logistical services, which include waste collection, waste processing, cleaning of public spaces, maintenance of production equipment, treatment of polluted soil, and management of waste discharge at industrial sites. The Energy Services segment offers a range of energy management services comprising o peration of heating and cooling networks, decentralized energy production, thermal and multi-technical services, industrial utilities, installation and maintenance of production equipment, integrated facilities management, and electrical services on public streets and roads; and provides heating systems maintenance services, plumbing and renewable energy services, and meter-reading services. The Transportation segment operates various bus networks, suburban trains, tramways, metros, and ferries, as well as offers customized transportation-on-demand services. This segment also provides intercity and regional passenger transportation, infrastructure management and airport services, and transportation management services. The company was formerly known as Vivendi Environnement and changed its name to Veolia Environnement S.A. in April 2003. Veolia Environnement S.A. was founded in 1853 and is headquartered in Paris, France.


Advisors’ Opinion:

  • [By Benjamin Shepherd]

    The first is to focus on infrastructure companies that lay the groundwork for easier water access, such as France-based Veolia Environment (NYSE: VE).

  • [By Sean Williams]

    Another factor that easily puts Waste Management on top in the waste-collection sector is its dividend yield of 3.4%. The only company with a higher yield is global waste solutions company Veolia Environnement (NYSE: VE  ) , with a 6.2% yield. However, Veolia also boats a higher debt-to-equity ratio than Waste Management, has unwanted exposure to European markets, and has lower overall margins relative to Waste Management. By comparison, Republic Services, Progressive Waste, and Waste Connections pay out a yield of 2.7%, 2.4% and 1%, respectively. Even better, Waste Management’s payout has grown by an average annualized rate of 7.7% since 2004.

Top 10 Life Sciences Companies To Buy For 2015: United Parcel Service Inc.(UPS)


United Parcel Service, Inc., a package delivery company, provides transportation, logistics, and financial services in the United States and internationally. It operates in three segments: U.S. Domestic Package, International Package, and Supply Chain & Freight. The U.S. Domestic Package segment engages in the time-definite delivery of letters, documents, and packages in the United States. The International Package segment offers air and ground delivery of small packages and letters to approximately 220 countries and territories, including shipments outside the United States, as well as shipments with either origin or distribution outside the United States; export services; and domestic services move shipments within a country?s borders. The Supply Chain & Freight segment provides forwarding and logistics services, such as supply chain design and management, freight distribution, customs brokerage, mail, and consulting services in approximately 195 countries and territorie s; and less-than-truckload and truckload services to customers in North America. In addition, the company offers various technology solutions for automated shipping, visibility, and billing; information technology systems and distribution facilities to various industries comprising healthcare, technology, and consumer/retail; and a portfolio of financial services that provides customers with short-term working capital, government guaranteed lending, global trade financing, credit cards, and export financing. It operates a fleet of approximately 99,800 package cars, vans, tractors, and motorcycles; an air fleet of 527 aircraft; and 33,800 containers used to transport cargo in its aircraft. The company was founded in 1907 and is headquartered in Atlanta, Georgia.


Advisors’ Opinion:

  • [By Alanna Petroff]

    1. U.S. earnings: Major companies including UPS (UPS), Reynolds American (RAI) and Pfizer (PFE) are slated to report earnings before the opening bell.

  • [By Jesse Solomon]

    Investors will pay close attention to earnings from UPS (UPS) on Tuesday. The shipping giant and FedEx (FDX) rival blamed its poor first quarter performance on that nasty winter weather, but market strategists are expecting the company’s earnings picked up steam last quarter along with the economy.

  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected: Express Scripts Holding Company (NASDAQ: ESRX), United Parcel Service, Inc. (NYSE: UPS), Pfizer Inc. (NYSE: PFE), Aetna Inc. (NYSE: AET), Merck & Company, Inc. (NYSE: MRK), Amgen Inc. (NASDAQ: AMGN) Economic Releases Expected: Spanish retail sales, British consumer credit, the U.S. Redbook, Japanese industrial production

    Wednesday

  • [By Sara Ashley O’Brien]

    The Bluegrass State’s largest city has also had a big impact on small business optimism. Louisville is home to the headquarters of Humana (HUM), the U.S. headquarters of Yum! Brands (YUM) and UPS’ (UPS) worldwide air hub. But the city is a great place for small businesses too, as evidenced by its rank in the Thumbtack survey: number 5 out of 82.

Top 10 Life Sciences Companies To Buy For 2015: Parnassos Enterprises SA (PARN)


Parnassos Enterprises SA is a Greece-based holding company. The Company mainly operates through its subsidiary Seirios SA, which offers traveler services on the Athens – Lamia highway. Seirios SA owns a building complex with a total area of 16,720 square meters and it operates two petrol stations, a trading and repairing tire center, two road assistance buildings, two car washing stations, a laundry-lubricator station for tracks, snack bars, restaurants, and coffee shops. It also operates two more petrol stations on the Athens – Lamia highway in the Olympus Plazza block of buildings, which also operates two car washer and two track washer stations. The Company also owns, through Seirios SA, the subsidiary Alsity SA, a company which is engaged in the design, construction, development and operation of the Olympic Sailing Centre in Agios Kosmas, Greece. Advisors’ Opinion:

  • [By John Udovich]

    Biotech news this week was dominated by a number of healthcare and biotech related IPOs, including Parnell Pharmaceuticals Holdings Ltd (NASDAQ: PARN), Signal Genetics Inc (NASDAQ: SGNL), ZS Pharma Inc (NASDAQ: ZSPH), Ardelyx Inc (NASDAQ: ARDX) and Zafgen Inc (NASDAQ: ZFGN) with Kite Pharma Inc (NASDAQ: KITE), Microlin Bio Inc (NASDAQ: MCLB) and Syndax Pharmaceuticals Inc (NASDAQ: SNDX) presumably set to debut today (Note: See This Week’s Biotech IPOs: Two Losers and One Winner So Far (PARN, SGNL & ZSPH)):

Top 10 Life Sciences Companies To Buy For 2015: Liberty Media Corp (LMCA)


Liberty Media Corporation, formerly Liberty Spinco, Inc., incorporated on August 10, 2012, focuses on the media, communications and entertainment industries through its ownership of interests in subsidiaries and other companies. Its businesses and assets include consolidated subsidiaries, Atlanta National League Baseball Club, Inc. and TruePosition, Inc., its equity affiliates Sirius XM Radio Inc. and Live Nation Entertainment, Inc. and minority investments in public companies such as Barnes & Noble, Inc., Time Warner Inc., Time Warner Cable, Inc., Viacom Inc. and Sprint Nextel Corporation. On January 11, 2013, Liberty Media Corporation and Starz announced the completion of the spin-off of Liberty from Starz. In connection with the spin-off, Liberty changed its name from Liberty Spinco, Inc. to Liberty Media Corporation. In January 2013, the Company announced that it held approximately 50.7% interest of Sirius XM Radio Inc. In May 2013, Liberty Media Corp acquired a 27.38% stake in Charter Communications Inc.


Atlanta National League Baseball Club, Inc., or ANLBC, a wholly owned subsidiary, owns and operates the Atlanta Braves Major League Baseball (MLB) franchise and five minor league baseball clubs (the Gwinnett Braves, the Mississippi Braves, the Rome Braves, the Danville Braves and the GCL Braves). TruePosition is a wholly owned subsidiary that develops and markets technology for locating wireless phones and other wireless devices enabling wireless carriers, application providers and other enterprises to provide E-911 services domestically and other location-based services to mobile users both domestically and worldwide. Sirius XM Radio Inc. (Sirius) broadcasts its music, sports, entertainment, comedy, talk, news, traffic and weather channels in the United States on a subscription fee basis through its two satellite radio systems. Subscribers can also receive certain of its music and other channels over the Internet, includin g through applications for mobile devices.


Sir! ius XM Radio Inc. satellite radios are primarily distributed through automakers (OEMs), retail locations nationwide, and through its Website. Sirius offers a dynamic programming lineup of commercial-free music, sports, entertainment, talk, news, traffic and weather. The channel line-ups for its services vary in certain respects and are available at siriusxm.com. Sirius offers a selection of music genres, ranging from rock, pop and hip-hop to country, dance, jazz, Latin and classical. Within each genre it offers a range of formats, styles and recordings. Sirius offers a range of national, international and financial news, including news from BBC World Service News, Bloomberg Radio, CNBC, CNN, FOX News, HLN, MSNBC, NPR and World Radio Network. Barnes & Noble, Inc., is a content, commerce and technology company providing customers easy and convenient access to books, magazines, newspapers and other content across its multi-channel distribution platform. As of April 28, 2012, Ba rnes & Noble operated 1,338 bookstores in 50 states, including 647 bookstores on college campuses, operates one of the Internet’s e-Commerce sites and develops digital content products and software.

Advisors’ Opinion:

  • [By Garrett Cook]

    Shares of Liberty Media (NASDAQ: LMCA) were down 65.30 percent to $49.03 after the company announced adjustment to the conversion rate of its 1.375% cash convertible senior notes due 2023.

  • [By Rick Munarriz]

    Yes, this could very well go toward Sirius XM’s ambitious stock buyback efforts. The company knows that it has too many shares outstanding, which was true even before the merger between Sirius and XM doubled its shares outstanding and the 2009 Liberty Media (NASDAQ: LMCA  ) bailout included creation of a 40% preferred share stake. Sirius XM closed out the first quarter with 6.2 billion fully diluted shares outstanding. There are only a handful of companies with more outstanding stock.

  • [By WWW.DAILYFINANCE.COM]

    Susan Walsh/APComcast CEO Brian Roberts at The Cable Show 2013 convention in Washington. Comcast offered to sell 1.4 million pay TV subscribers to Charter Communications for $7.3 billion as part of a transaction aimed at winning regulatory approval for its proposed $45 billion takeover of Time Warner Cable. Comcast (CMCSA) also said it would divest another 2.5 million subscribers into a new publicly traded company, dubbed SpinCo for now, to be one-third owned by Charter (CHTR) and two-thirds by Comcast shareholders. The deal would make Charter — whose own bid for Time Warner Cable (TWC) was thwarted by Comcast’s higher offer — the second-biggest U.S. pay TV company with 5.7 million customers, overtaking Cox Communications. Charter’s shares rose as much as 10 percent to $142.70 in early trading Monday. Comcast shares were up 1.4 percent at $51.70. Comcast would have less than 30 percent of the U.S. residential cable or satellite TV market after the deal, the company said in a statement. The agreement is contingent on Comcast’s Time Warner Cable deal being approved by the Justice Department and the U.S. Federal Communications Commission, a process that could take many months. Analysts said the deal was a pre-emptive move by Comcast ahead of a review of the deal by regulators. “Comcast wanted to do this deal now with Charter so it could get in front of regulators at the Justice Department and the FCC at the same time as the Time Warner Cable deal,” a source familiar with the matter said. The source said there was a standstill agreement with Charter stipulating that it can’t gain full control of SpinCo for four years. Comcast will have no ownership in SpinCo. SpinCo would have an estimated enterprise value of $14.3 billion and an equity value of $5.8 billion, Charter and Comcast said in an investor presentation. The divestments, mostly in the U.S. Midwest, would deliver about $19.5 billion in value to Comcast shareholders, the companies said. “For

  • [By Holly LaFon]

    Liberty Media (LMCA) owns interests in companies across the media, entertainment and communications industries. The largest investments include publicly traded Sirius XM Holdings, Charter Communications and Live Nation Entertainment, as well as fully owned subsidiary The Atlanta National League Baseball Club (the Atlanta Braves). Liberty is led by its founder and Chairman John Malone and CEO Greg Maffei.