Someone who reads my articles sent me this email:
I am doing my quarterly 13-F review and the first thing I stumbled onto when looking for info on Vistaprint (VPRT) was your article on Glenn Greenberg.
I didn’t realize that you also look at this type of company.
Looking through some investor presentations, I’m not really convinced that they can maintain current growth rates of 20%.
Their production facilities are all based in high cost developed nations.
Why could this not be copied in Asia?
I just don’t see the moat.
Current valuation assumes double digit performance for several years, one small dip and the stock dives, no margin of safety here…
You bring up an interesting point about cost. But I’m not sure how much a small price differential matters to customers in this kind of business. I would have to look into that. Any logistical problems would lose you a customer. Also, that assumes the lowest labor costs lead to the lowest production costs – I’m not sure that’s true in the printing industry.
Top 10 Rising Stocks To Own Right Now: Palatin Technologies Inc. (PTN)
Palatin Technologies, Inc., a biopharmaceutical company, engages in the development of peptide therapeutics for the treatment of diseases. Its drug development programs include Bremelanotide, a peptide melanocortin receptor agonist that is in Phase IIb clinical trials for the treatment of female sexual dysfunction; and PL-3994, a peptide mimetic natriuretic peptide receptor A agonist, which is in Phase I clinical trials for the treatment of cardiovascular and pulmonary indications, as well as melanocortin receptor-based compounds for treatment of obesity. The company was founded in 1986 and is based in Cranbury, New Jersey.
- [By James E. Brumley]
For the third time in a little more than three months I find myself singing the praises of Palatin Technologies, Inc. (NYSEMKT:PTN), suggesting it is a “buy” … at least to nimble and cautious speculators. It’s a rarity, as I tend not to like beating a dead horse (personal preference). PTN, however, is one of those rare cases where the message deserves to be delivered again, as there’s still a lot of opportunity left for newcomers to tap into.
- [By James E. Brumley]
At first glance, Palatin Technologies, Inc. (NYSEMKT:PTN) doesn’t look like anything particularly special, nor anything particularly investment-worthy. The longer you study the chart of PTN, however, the clearer it becomes… this stock is on the verge of breaking out, and should be on most traders’ watchlists.
Top 10 Rising Stocks To Own Right Now: Telestone Technologies Corp.(TSTC)
Telestone Technologies Corporation offers wireless local-access network technologies and solutions primarily in the People?s Republic of China. Its access-network solutions include the research and development, and application of access network technology. The company designs and sells electronic equipments, such as wireless fiber-optic distribution system products, RFPA products, passive components, repeaters, radio frequency peripherals, and base station antennas used to provide access network solutions for 2G, 3G, broadband access, and CATV networks. It also offers project design, project management, installation, maintenance, and other after-sales services. In addition, Telestone provides various solutions to the telecommunications industry, which cover indoor and outdoor environments comprising hotels, residential estates, office buildings, airports, exhibition centers, underground stations, and highways and tunnels. Further, the company engages in the design, develop ment, production and installation, and trading of wireless telecommunication coverage system equipment. It also markets its products to 29 countries, including Argentina, Bangladesh, Brazil, Canada, Colombia, Costa Rica, Ecuador, Hong Kong, Iceland, India, Indonesia, Ireland, Kazakhstan, Malaysia, Mexico, Mongolia, New Zealand, the Philippines, Russia, Saudi Arabia, Singapore, South Africa, South Korea, Thailand, Turkey, the United States, the United Arab Emirates, Ukraine, and Vietnam. The company was founded in 1987 and is headquartered in Beijing, China.
- [By insider]
The valuation box will also clearly indicate it if a company is traded at below its net current asset value (NCAV). Please see the valuation box for Telestone (TSTC) below.
Top 10 Rising Stocks To Own Right Now: Single Touch Systems Inc (SITO.OB)
Single Touch Systems, Inc., incorporated on incorporated on May 31, 2000, is a mobile media solutions provider serving retailers, advertisers and brands. The Company offers its patented technologies through a modular, adaptable platform and a multi-channel messaging gateway to its customers, enabling them to reach consumers on all types of connected devices. Its solution is designed to drive return on investment for high-volume clients and/or customized branded advertisers. Its platform and tools are designed to enable brands or anyone with substantial reach to utilize the mobile device as a new means to communicate. Communication might be in the form of a reminder message in voice or Short Message Service (SMS), an abbreviated dial code or a coupon, promotion, or an advertisement. On July 26, 2013, the Company dismissed Weaver, Martin & Samyn, LLC (Weaver).
Messaging and Notifications
The Company’s Short Message Service (SMS) gateway has to be a channel for retailers to communicate with their brand loyalists on a personal level. This is accomplished through integration with the client’s customer relationship management (CRM) database. With such integration, retailers are able to send targeted mobile coupons and transactional messages based on a shopper’s CRM profile. Targeted mobile coupons can be sent based on past purchase behaviors making the content relevant and timely to a shopper. Transactional messages can add another layer of value by sending shipping and order pick-up alerts, as well as notifications for reorders, layaway and new product releases.
Abbreviated Dial Codes
The Company’s abbreviated dial codes have 10 times the recall of a common keyword-to-short-code solution. The Company has seen many of its clients using this as an on-ramp to mobility solutions.
Campaign Management and Analytics
The Company’s anywhere management platform is an ea sy to use Web interface that allows clients to manage and se! gment messaging campaigns with customized reporting tools. Its clients use this tool to drive campaigns related to in store events, product offerings, information and special sales. The message management systems enables the user to create a message, schedule its delivery time and frequency, segment audience groups for distribution and create message responders.
FollowMe provides a product to deliver location based mobile ads directly to consumers’ smartphones for retailers and advertisers. The Company has found that by combining multiple real time bidding networks with its ability to serve coupons, ads and promotions at times and places when consumers are interested, it can create relevant content for consumers. FollowMe enables advertisers to deliver targeted ads in App to the smartphones of people within close proximity of a specific location. This service is offered by partnering with TheMobile Audience, a mobile demand side platform (DSP) that enables programmatic buying of mobile media across multiple real-time bidding (RTB) networks.
The Company compets with Voltari, Hippcricket and Hippcricket.
- [By Markman Advisors]
Public companies leveraging their patent portfolios, (aka "patent plays"), are getting the market’s attention. Companies such as Vringo (VRNG), ParkerVision (PRKR), MGT Capital (MGT), Worlds Inc. (WDDD.OB) and others have presented trading opportunities due to their volatility while retaining the chance for a big payoff to those investors who stay the course. Yet there exist viable patent plays that are still undiscovered. Some of these so called "plays," which are not getting enough attention, are actually real companies making and selling real products or services in contrast to pure patent monetization companies. Some known examples are Single Touch Interactive (SITO.OB) and Blue Calypso (BCYP.OB). This article is focused on another one of these patent plays, On Track Innovations Ltd. (OTIV).
Top 10 Rising Stocks To Own Right Now: Ultra Clean Holdings Inc.(UCTT)
Ultra Clean Holdings, Inc., together with its subsidiaries, engages in the design, development, engineering, manufacture, and sale of critical modules and subsystems primarily to original equipment manufacturers in semiconductor capital equipment, flat panel, medical, energy, and research industries. It offers gas delivery systems that control the flow, pressure, sequencing, and mixing of specialty gases into and out of the reaction chambers of semiconductor manufacturing tools; chemical mechanical planarization modules; chemical delivery modules, which deliver gases and reactive chemicals from a centralized subsystem to the reaction chamber; and top-plate assemblies that form the top portion of the reaction chamber. The company also provides frame assemblies that form the support structure to which other assemblies are attached and include pneumatic harnesses and cables that connect other critical subsystems together; process modules, which are subsystems of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high level assemblies for use in semiconductor manufacturing, research, flat panel, energy, and medical equipment industries. It sells its products through its direct sales force primarily in North America, Asia, and Europe. Ultra Clean Holding, Inc. was founded in 1991 and is headquartered in Hayward, California.
- [By John Kell]
Ultra Clean Holdings Inc.(UCTT) swung to a fourth-quarter profit as the company recorded a surge in revenue. The company also issued a rosy first-quarter outlook, pushing shares up 17% to $13.94 premarket.
Top 10 Rising Stocks To Own Right Now: Mecox Lane Limited(MCOX)
Mecox Lane Limited, through its subsidiaries, engages in the design and sale of apparel, accessories, and home and healthcare products through its online platform and stores in the People?s Republic of China. Its apparel and accessories include women?s T-shirts, sweaters, jeans, dresses, outerwear, purses, and shoes, as well as offers kids? apparels and men?s apparels. The company also provides home furnishings and other small household appliances; a large-rim cup to cook instant noodles; beauty and healthcare products, such as skin care, fragrance, cosmetics, and other personal care products; and pet-related and other products. It sells its products under Euromoda and Rampage brands, as well as under third-party brands. In addition, the company involves in the telephonic sale of garments, accessories, and other products; and wholesale and retail of garments. Further, it offers software development and information technology support services. As of December 31, 2010, t he company operated 451 stores, including 327 franchised stores and 124 directly operated stores in 172 cities. Mecox Lane Limited distributes its products through company-owned and franchised stores, as well as through its M18.com e-commerce Website. The company was founded in 1996 and is headquartered in Shanghai, the People?s Republic of China. Mecox Lane Limited is a subsidiary of Mecox Lane.
- [By Roberto Pedone]
Mecox Lane (MCOX) offers a selection of products apparel, accessories and home and health care products through its online platform and third party e-commerce websites. This stock closed up 13.5% to $4.10 in Tuesday’s trading session.
Tuesday’s Range: $3.62-$4.18
52-Week Range: $1.67-$7.88
Tuesday’s Volume: 274,000
Three-Month Average Volume: 238,211
From a technical perspective, MCOX exploded higher here right above some near-term support at $3.42 and back above its 50-day moving average of $4 with above-average volume. This stock has been trending sideways and consolidating over the last two months, with shares moving between $3.23 on the downside and $4.58 on the upside. This spike on Tuesday is quickly pushing shares of MCOX within range of breaking out above the upper-end of its recent range. That trade will hit if MCOX manages to clear Tuesday’s high of $4.18 and then above more resistance at $4.58 with high volume.
Traders should now look for long-biased trades in MCOX as long as it’s trending above its 200-day at $3.24 and then once it sustains a move or close above those breakout levels with volume that hits near or above 238,211 shares. If that breakout hits soon, then MCOX will set up to re-test or possibly take out its next major overhead resistance levels at $6 to its 52-week high at $7.88.
Top 10 Rising Stocks To Own Right Now: Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
Eaton Vance Tax-Managed Diversified Equity Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s primary investment objective is to provide current income and gains, with a secondary objective of capital appreciation. The Fund invests primarily in a diversified portfolio of common stocks. The Fund will invest at least 80% of its total assets in a combination of dividend paying common stocks, and common stocks the value of which is subject to covered written index call options. It seeks to generate current earnings in part by writing (selling) stock index call options on the S&P 500 Index and investing in dividend-paying common stock. The Fund invests in sectors, such as financials, energy, information technology, industrials, healthcare, consumer staples, telecommunication services, consumer discretionary, materials and utilities.
The Fund’s investment advisor is Eaton Vance Management (EVM). Its sub-advisor is Rampart Investment Management. The Fund may invest in Cash Management Portfolio, an affiliated investment company managed by Boston Management and Research (BMR), a subsidiary of EVM.
- [By Robert Carlson]
This recommended fund is Eaton Vance Tax-Managed Diversified Equity Income (ETY). The options that the fund writes give buyers the right to buy the stocks from the fund at fixed prices by a certain date.
Top 10 Rising Stocks To Own Right Now: Philippine Long Distance Telephone Company(PHI)
Philippine Long Distance Telephone Company provides telecommunication services in the Philippines. Its Wireless segment offers cellular mobile services; Internet broadband distribution and services; call center services; mobile applications development and services; software development and sale of maintenance and support services; mobile commerce solutions; mobile commerce platforms; mobile applications development and services; solutions and systems integration services; satellite communications services; and satellite information and messaging services. This segment also involves in the promotion of the sale and/or patronage of debit and/or charge cards; offshore financing and risk management activities for smart; international trade of satellites and global system for mobile communication, or GSM enabled global telecommunications; and delivery of GSM communication capability for the maritime sector, as well as operates as a content provider. The company?s Fixed Line s egment provides fixed line telecommunication services, such as local exchange, international long distance, national long distance, data and other network services, as well as infrastructure and related services. Its Information and Communications Technology segment offers integrated information and communications technology services focusing on infrastructure and solutions for Internet applications, Internet protocol based solutions, and multimedia content delivery. This segment also provides knowledge processing solutions, customer relationship management, Internet and online gaming services, and information technology consulting and professional services; and operates Internet data center under the Vitro brand name. As of December 31, 2010, the company had served approximately 49 million subscribers. It also resells software licenses, server solutions, networking products, storage products, and data security products. The company was founded in 1928 and is based in Makati City, the Philippines.
- [By Ben Levisohn]
The mixed signals were apparent even among the S&P 500′s best performing stocks, including Exelon (EXC), a utility that’s nearing completion of a merger with Pepco Holdings (PHI), and Priceline (PCLN), a high-flying internet stock that rose, well, because it could. Exelon gained 7.9% to $36.83 this week, while Priceline rose 6.8% to $1,278.63.
- [By Jonathan Yates]
The economy is also expected to recover quickly from the storm’s devastation, making Philippine Long Distance Telephone Company (NYSE: PHI) more attractive to long-term investors than other communications firms such as BCE (NYSE: BCE), AT&T (NYSE: T) and Verizon Communications (NYSE: VZ).
Top 10 Rising Stocks To Own Right Now: Healthcare Services Group Inc. (HCSG)
Healthcare Services Group, Inc., through its subsidiaries, provides housekeeping, laundry, linen, facility maintenance, and food services to nursing homes, retirement complexes, rehabilitation centers, and hospitals in the United States. It operates in two segments, Housekeeping, Laundry, Linen, and Other services (Housekeeping); and Dietary Department Services (Dietary). The Housekeeping segment offers cleaning, disinfecting, and sanitizing of patient rooms, and areas of client?s facility, as well as laundering and processing of the personal clothing belonging to the facility?s patients. It also engages in laundering and processing bed linens, uniforms, and other assorted linen items utilized by client?s facility, as well as distributes laundry installations. In addition, this segment provides maintenance services that consist of repair and maintenance of laundry equipment, plumbing, and electrical systems, as well as carpentry and painting services. The Dietary segment i nvolves in providing dietician consulting professional services, developing a menu that meets the patient?s dietary needs, and purchasing and preparing the food for delivery to the patients, as well as participates in monitoring the residents? on-going nutritional status through providing dietician consulting professional services. As of December 31, 2009, the company provided services to approximately 2,300 facilities in 47 states. Healthcare Services Group was founded in 1976 and is based in Bensalem, Pennsylvania.
- [By Seth Jayson]
There’s no foolproof way to know the future for Healthcare Services Group (Nasdaq: HCSG ) or any other company. However, certain clues may help you see potential stumbles before they happen — and before your stock craters as a result.
Top 10 Rising Stocks To Own Right Now: PhilWeb Corp (WEB)
PhilWeb Corporation is a Philippines-based Internet gaming company. The Company focused its activities on building its Internet-based products and services. The Company is engaged in providing products and services within a particular economic environment. It operates in two geographical segments: domestic operations and foreign operations. Its subsidiaries include BigGame, Inc., operates Internet casino station operations; Premayo sa Resibo, Inc., develops and markets computer systems, applications, programs and operates gaming platforms; PhilWeb Casino Corporation, develops, engages and maintains gaming systems and applications for all types of casino operations; e-Magine Gaming Corporation, develops technology, and PhilWeb Leisure & Tourism Corporation, establishes, operates and maintains leisure and tourism-oriented activities. Effective December 13, 2013, ePLDT Inc, a wholly owned unit of Philippine Long Distance Telephone Co acquired a 27.283% interest in Philweb Corp. Advisors’ Opinion:
- [By Geoff Gannon]
Always touchable money is cash. For individuals, there’s little reason for it not to be a simple bank account, money market fund, etc. For most investors, you can just let this stock sit in your brokerage account. Many brokers will sweep unused cash into a money market account — or other form of savings — where it can earn a tiny amount of interest for you while staying totally liquid. One advantage of keeping cash in this form is that you can look at your cash and stock positions on the same (web)page any time you want. So, for example, if you know you want to keep 10% of your portfolio in cash — you can see that you have $12,000 in cash as part of your $120,000 brokerage account and that means you are right on target with your liquidity goal.
Top 10 Rising Stocks To Own Right Now: Snam SpA (SRG)
Snam SpA is an Italy-based company engaged in the management of natural gas services. The Company is diversified into four operating segments. The Transportation segment covers transportation-related gas services, including capacity management and transportation of the gas at the entry points of the gas network to the redelivery points. It owns transportation infrastructures of gas pipelines. The Regasification segment is focused on extraction activities of natural gas, its liquefaction for transport by ship and subsequent regasification. The Storage segment covers deposits, gas treatment plants, compression plants and the operational dispatching system. The Distribution segment engages gas distribution through local transportation networks from delivery points at the metering and reduction stations to the gas distribution network redelivery points at the end customers. Additionally, Snam SpA as the parent company, focuses on planning, management, coordination and control of the group. Advisors’ Opinion:
- [By Victor Selva]
The Specialty Restaurant Group (SRG), which includes Bahama Breeze and The Capital Grille, has grown over the last couple of quarters. Eddie V’s Restaurants and Yard House might be meaningful long-term drivers, as we think most of the growth in the next years will come from the acquisition of those restaurants.
- [By Tom Stoukas]
Snam SpA (SRG) dropped the most in almost a year as Eni SpA sold an 11.7 percent stake in the owner of Italy’s biggest natural-gas network. Wm Morrison Supermarkets Plc tumbled the most in more than 14 months. Experian Plc jumped to a record after the world’s largest credit-checking company raised its dividend and announced a share buyback.