Biotech and the cancer treatment segment of the biotech market has been a hot area for some time with important cancer stocks like large cap Celgene Corporation (NASDAQ: CELG) and small caps Array BioPharma (NASDAQ: ARRY), Cancer Genetics Inc (NASDAQ: CGIX), EXACT Sciences Corporation (NASDAQ: EXAS) and MetaStat Inc (OTCMKTS: MTST) all producing a steady flow of important news for investors this week or in recent weeks. Consider the following:
Celgene Corporation Reports Strong Earnings. Yesterday, large cap Celgene Corporation beat third-quarter estimates and raised guidance when it reported an 18% revenue increase to $1.67 billion (thanks in part to new cancer drugs) while adjusted net income increased 19% to $669 million. Celgene Corporation also said that full-year product sales are now expected to exceed the previously guided $6.2 billion (but didn’t say by how much) plus the company lifted and tightened its 2013 EPS range to $5.90 to $5.95. However, CFO Jacqualyn Fouse also stated that this year’s fourth quarter will suffer from the entrance of a generic version of its Vidaza drug, a treatment for myelodysplastic syndromes, plus the company is ramping up spending ahead of the expected launch of apremilast, a psoriasis treatment awaiting an FDA decision by the end of the first quarter. Celgene Corporation is up 103.2% since the start of the year, up 110.2% over the past year and up 174.9% over the pas t five years.
Top 10 Services Stocks For 2015: Dassault Systemes SA (DASTY)
Dassault Systemes SA provides software solutions and consulting services. The Company’s global customer base includes companies primarily in 11 industrial sectors: automotive; industrial equipment; aerospace; consumer goods; consumer packaged goods; energy; high-tech; shipbuilding; life sciences; construction, and business services. It organizes its business and markets its products and services in two types of applications: the Product Lifecycle Management (PLM) market, to support product development, production, maintenance and lifecycle management, and the Mainstream three-dimensional (3D) market, which is primarily focused on product design. Its software applications address a range of products, from apparel, consumer goods, machine parts and semiconductors to automobiles, aircraft, ships and factories. In March 2011, the Company acquired Intercim. In April 2011, the Company acquired Enginuity PLM. On March 31, 2010, it acquired the IBM PLM. On June 8, 2010, the Comp any acquired Exalead, a French company providing Search Platforms and Search-Based Applications (SBA). In June 2010, the Company acquired Geensoft, a provider of embedded systems development solutions.
The Company has developed a software applications portfolio, organized in brands, in order to provide solutions responding to the requirements of product development: Design, Realistic Simulation, Digital Manufacturing and Production, Collaborative Innovation, and Lifelike Experiences. The Company’s principal brands include SolidWorks , CATIA, SIMULIA, DELMIA, ENOVIA and Universal Services.
SolidWorks applications include 3D tools to design, manage, simulate, sustain and communicate. SolidWorks include 3D Design, Data management, Simulation and Environmental assessments. SolidWorks 3D’s include complex part and assembly modeling, production drawing creation, data management, design validation and simulation of motion, flow and structural performance, environmental impact evaluation! and publishing. SolidWorks Data Management solutions enable control over all design information, eliminating concerns about version control or data loss. SolidWorks simulation technology ensures the quality and performance of the design before users commit to production. SolidWorks Sustainability technology enables users to assess the environmental impact of their design to create more sustainable products.
CATIA is the Company’s PLM solution for 3D collaborative creation. CATIA addresses the complete product development process, from early product concept specification through product in service. CATIA V6 is designed to enable the spectrum of next generation collaborative virtual design. Its product portfolio is consists of four main domains, which include systems, shape design, mechanical design and equipment engineering. CATIA Systems captures, manages, and tracks product requirements with traceability, ensuring that early requirements are met accurately all along the product development cycle. CATIA Shape provides a line of surfacing, reverse engineering, and visualization solutions to create, modify, and validate any type of complex shapes and help streamline the transition and collaboration among industrial designers. CATIA Mechanical delivers a collaborative and flexible design environment with concurrent engineering and change management through relational design. CATIA Equipment provides an integrated environment that enables the collaborative detailed design of electronic, electrical, and fluidic systems in context of a virtual product.
SIMULIA provides a scalable portfolio of realistic simulation solutions designed to enable companies across a range of industries to improve product performance, reduce the number of physical prototypes and drive innovation. SIMULIA’s V6 portfolio spans include finite element analysis, multi-physics solutions, optimization analysis , and simulation lifecycle management. Its finite element an! alysis so! ftware companies are able to create and test virtual prototypes of products and processes. Its multi-physics solutions enable companies to reach beyond the boundaries of a single domain. SIMULIA also provides design exploration and optimization technology, enabling designers and engineers to perform rapid trade-off studies of real-world behavior and accelerate product development. SIMULIA offers simulation lifecycle management, based upon the Company’s ENOVIA architecture offering an open collaborative platform for management of simulation data, processes and intellectual property.
DELMIA covers the Company’s PLM digital manufacturing solutions ranging from virtual process definition, workcell set-up, optimization, scheduling, and operation, to maintenance of real-time production systems. DELMIA V6 covers four principal domains, including Manufacturing planning, with 3D process and resource planning tools for creating and optimizing build -to-order and lean production manufacturing systems; plant and resources engineering, with tools to virtually define and optimize manufacturing assets concurrently with manufacturing planning; program and control engineering, to virtually program, validate and simulate manufacturing systems for the virtual commissioning of production facilities, and control and production execution, which offers an accurate virtual production system to enable companies to track real time production activities, perform schedule changes, launch new programs and introduce model changeovers, and schedule maintenance operations.
ENOVIA addresses business process needs across a broad spectrum of industries, managing simple, as well as engineered, complex products. The ENOVIA V6 products are organized by business processes, which include governance, global sourcing, global sourcing, and unified live collaboration. The Governance domain is designed to help companies launch enterprise new product introductions on time and on ! budget. G! overnance includes these sub-processes: Requirements Management, Portfolio Configuration, Program Management, Decision Support Business Intelligence, and Compliance. The Global Sourcing domain allows companies to leverage supply chain capabilities throughout the product lifecycle. The IP Lifecycle domain helps eliminate costly product development errors as it is designed to enable improved cross-functional product design, manufacturing planning and performance simulation. The Unified Live Collaboration domain allows companies to deploy product lifecycle processes across the extended enterprise by providing a single, real-time view of information protocol (IP) across all business process domains, collaborative process management capabilities, and a service-oriented architecture that integrates with other enterprise system
The Company competes with Parametric Technology Corporation, ANSYS, Inc., MSC Software Corporation, Oracle Corporation, SAP AG, Siemens PLM Sof tware, Adobe, Altair Engineering, Autonomy, Aveva, Bentley, Google, Intergraph, MathWorks, Nemetschek AG, Right Hemisphere, and Autodesk, Inc.
- [By Beth McKenna]
Shareholders in the 3-D printing software maker Dassault Systemes (NASDAQOTH: DASTY ) can rest easy, as their stock is not down 49% today, no matter what they see on Google Finance, Yahoo! Finance, and other top financial sites today. The France-based company’s stock apparently split 1:2 today, and that’s not yet reflected in the price-per-share data on the financial sites.
- [By Rich Duprey]
At the May 30 annual shareholders’ meeting of Dassault Systemes (NASDAQOTH: DASTY ) , a dividend of 0.80 euros per share for fiscal 2012 was agreed upon, with each investor able to determine whether he or she wanted to receive the payout in cash or in new shares of the 3-D design software specialist.
Top 10 Services Stocks For 2015: Rhoen Klinikum AG (RHK)
Rhoen Klinikum AG is a Germany-based provider of health care services. It is primarily engaged in building, acquiring and operating privately owned hospitals. The Company’s portfolio comprises basic and standard care, intermediate care, maximum care, specialist care, medical care centers (MVZ) at hospitals, portal clinics, university hospitals and academic teaching hospitals. These hospitals offer treatment in several specialist fields, including psychiatry, anesthesiology, dermatology, ophthalmology, various types of surgery, women’s medicine and obstetrics, geriatrics, neurology, rehabilitation, urology and internal medicine, among others. The Company operated a number of hospitals and medical care centers. In addition to the hospitals in Bad Berka, Frankfurt, Hildesheim, Karlsruhe, Munich, Pforzheim and Wiesbaden, among others, it has MVZ companies located in Germany, as well as two research and education companies and service companies. Advisors’ Opinion:
- [By Corinne Gretler]
Fresenius rose 3.6 percent after its Helios subsidiary agreed to buy 43 hospitals from Rhoen-Klinikum (RHK) AG. BHP Billiton Ltd. and Anglo American Plc both dropped at least 2 percent, contributing the most to a decline by a gauge of commodity producers. TDC A/S fell 3.1 percent as a group of private-equity firms sold its stake in Denmark’s biggest phone company.
Top 10 Services Stocks For 2015: Science Applications International Corp (SAIC)
Science Applications International Corporation, formerly SAIC Gemini, Inc., incorporated on February 1, 2013, is a scientific, engineering, and technology applications company. The Company uses its domain knowledge to solve problems in national security, energy and the environment, critical infrastructure, and health. The Company serves customers in the United States Department of Defense, the intelligence community, the United States Department of Homeland Security, other United States Government civil agencies and selected commercial markets. The Company provides services in two segments: government segment and commercial segment. Its government segment provides an array of technical services and solutions, primarily to United States federal, state and local government agencies and foreign governments. Its commercial segment provides technology-driven consulting, systems integration and outsourcing services and solutions in selected commercial markets.
The Company provides systems development, technical and consulting services to federal, state, local law enforcement and criminal justice agencies, further promoting efficiency and effectiveness in preventing and controlling crime through systems, such as CODIS and LEO. The Company safeguards business-critical information, systems, and Websites with information security assessments and public key infrastructure solutions. The Company simplifies access to government goods and services through pre-negotiated federal contract vehicles. It provides government, commercial, and international clients with solutions to complex financial and resource problems. The Company provides geospatial products, services, and solutions for several industries, including agriculture, utility and defense. It provides a comprehensive portfolio of technology and domain specific solutions to its federal, state and local government and commercial health customers.
The Co mpany helps companies to y operate, maintain, and manage wid! ely dispersed assets through consulting, enterprise asset management (EAM), help desk services and network services. The Company supports all phases for drug development: discovery, pre-clinical and clinical development and operations and compliance. It develops technologies, engineer solutions and provide analytical systems for maritime markets. It helps organizations improve product quality, more accurately determine product development or production schedule/cost, and increase productivity. The Company helps National Aeronautics and Space Administration (NASA) and the military, space and intelligence communities transition to faster, better and cheaper business processes through applied research & technology; information systems, and modeling and simulation. The Company offers corporate and individual training services ranging from elearning to training evaluation.
The Company supports commercial and government customers with the latest aviation technology products. The Company’s products include Model 3800 Autopilot, FODetect , AeroPlanner, Memory Unit Tactical Air Crew Training System (MUTACTS), and SAIC Mission Planning System (MPS). The Model 3800 Autopilot is designed for installation in high-performance jet and turboprop aircraft but will function well in a range of fixed-wing aircraft. FODetect is an automated system that provides continuous monitoring with high-resolution and high-speed detection of foreign object debris (FOD) on critical aircraft operating areas. AeroPlanner provides a common tactical picture between control and combat systems by accessing parallel data from naval tactical data systems and retransmitting serially into multiple formats. SAIC’s MUTACTS provides quick, accurate and post-flight review and analysis of military aircraft training missions. SAIC MPS consists of a line of simple to use computerized aircraft mission planning systems available for aircraft around the world.
The Company o! ffers a f! amily of geospatial solutions to support and gather GIS information for defense, intelligence and commercial customers. Its products include AeroPlanner.com, GRGlobe, GeoRover Software Products, ike 504, Percept, and WebCentric Geospatial Collaboration. AeroPlanner.com is a comprehensive flight-planning application for pilots of all levels. The GRGlobe desktop application brings core GIS functionality to a three dimensional (3D) globe environment providing the ability to create, edit, and visualize GIS data natively while supporting multiple formats such, as KML, shapefile and geodatabase. GeoRover geospatial software products are designed and sold as extensions of plug-in to the ArcMap component of Esri ArcGIS software versions 8.x and 9.x. The ike 504 is a handheld, GIS-related device that provides operators with methods to collect geospatial information on a target, including GPS coordinates and a photograph from a position up to 1,000 meters (3,280 feet) away. The SAIC P ercept suite connects essential business information with real-world infrastructure and properties data. WebCentric Geospatial Collaboration is a Web-based, commercial-off-the-shelf geospatial presentation tool providing to dimensional (2D), 3D, and four dimensional (4D) views.
Ocean and Marine Systems
The Company develops marine products. These products monitor global climate change and marine meteorology, chart and analyze hydrographic data, and help to manage waste and control pollution. iTs products include COBIA Buoy, SAIC Tsunami Buoy (STB) Systems, ISS-2000, Survey Analysis and area Based EditoR (SABER), Incident Command Tool for Drinking Water Protection (ICWater), Plastics Waste Processor (PWP), Compress Melt Unit (CMU) Mod 0, Compress Melt Unit (CMU) Mod 1: Plastics Waste Processor, Large and Small Pulpers, Large and Small Pulpers, 10 GPM Oily Waste Polishing Unit, Topside and Dockside Chlorinators, and Ship Dechlorinator. COBIA Buoy is de signed as a modular and fully reconfigurable buoy platform b! ased on t! echnologically advanced maritime expertise. SAIC Tsunami Buoy (STB) Systems are an enhanced version of the buoy system in use by the National Oceanic and Atmospheric Administration’s DART detection system. The ISS-2000 Integrated Survey System was designed for professional hydrographers and surveyors and supports a range of high-performance, shallow-water survey operations. SABER is a tool for processing, editing, updating, viewing and analyzing hydrographic survey data. ICWater is designed to model drinking water contamination in real-time for a rapid, effective emergency response.
The Company’s rugged hardware provides a range of commercial off-the-shelf equipment, as well as specialized custom-designed solutions, for installation into harsh tactical and industrial environments. Its products include Quicklock Cargo Restraint System, Passive LINK Tap (PLT), 1RU 8 Circuit Rugged Power Distribution Assembly (PDA), 1RU Fixed Expansio n Chassis, 2RU Rugged cPCI Chassis High-Security Firewall System, Rugged Large liquid-crystal display (LCD) Color Flat Panel Displays (FPDs), Rugged Small LCD FPDs, Neptune 2 Rack Unit Workstation Consoles, and Rugged TigerShark Workstation Consoles. PLT provides a common tactical picture between control and combat systems by accessing parallel data from naval tactical data systems and retransmitting serially into multiple formats. The Quicklock Cargo Restraint System allows for secure tie-down of almost any cargo shape and is designed to prevent damage to and loss of equipment while in transit.
Safety and Security
The Company offers a variety of products to enhance safety and security in transportation, military, emergency response and other applications. Its product includes VACIS Cargo and Vehicle Inspection Systems, VACIS IP6500 FullScan Integrated Inspection System, VACIS XPL Passenger Vehicle Scanning System, and All-Terrain VACIS Imaging Syst em. The Company’s VACIS systems scan cargo containers, tru! cks, cars! and other vehicles to help authorities search for weapons, nuclear material, narcotics, undeclared goods and other contraband at cargo terminals, border crossings, military facilities and other checkpoints. The VACIS IP6500 system safely scans occupied trucks and other vehicles of all sizes. The VACIS XPL system safely scans occupied cars and and other light vehicles.
The Company provides a range of simulation products using in system engineering, software engineering, component engineering, signal and image processing, and custom system integration. Its products include OLIVE: On-Line Interactive Virtual Environment, RADSIM Radar Simulation 3.0, Reconfigurable Tactical Operations Simulator (RTOS), Non-Rated Crew Member Manned Module (NCM3), RC-12X Cockpit Procedural Trainer (CPT), Common Driver Trainer (CDT) Product Line, Combat Training Center-Instrumentation Systems (CTC-IS), STK/Missile Modeling Tools (STK/MMT), Tactical Engagement Simulation (TES) Systems, Common Vehicle System (CVS) Kit, CVS Abrams Adapter Kit, CVS Bradley Adapter Kit, Wireless Independent Target System (WITS), MK-19 Simulator Player Unit, Wireless Individual Weapon System (W-IWS), Mini MILES, Air Defense Weapons Systems (ADWS) MILES Kits, and Aviation Tactical Engagement Simulation System (AV-TESS). The Aviation Tactical Engagement Simulation System (AV-TESS) provides a flexible, training solution, tracking and weapons simulation system, and supports live force-on-force and force-on-target training and the evaluation and testing of new air vehicles and weapons systems. The Wireless Independent Target System (WITS) provides noncombat vehicles and targets, such as trucks, bridges and buildings, with a high-fidelity detection system for real-time casualty assessment.
The Company is an SEI Partner for the Capability Maturity Model Integration (CMMI) project, a collaborative effort to provide models for achieving product and process improvement. Its products inc! lude Voic! e Identity Biometric Services (VIBES), Scale2Insight, Secure Multi-Tenancy, Advanced Analytics Suite, TeraText Database System, SIAM, Antfarm, EMTOOLS, MICHELLE, Enterprise Energy Dashboard, GeoRover Software Products, GeoViz- WebCentric GeoSpatial Collaboration, ISS-2000, Survey Analysis and area Based EditoR (SABER), AIMES, ISRCrossCue, RAVE, Omnifluent Suite of Human Language Technology Products, Flexible Tax Manager, SCOPTIMA Supply Chain Software, and Supply Operations Control System (SOCS). The Supply Operations Control System (SOCS) is a personal computer (PC) based inventory management system, and provides asset visibility, inventory control and supply support. SCOPTIMA Supply Chain Software is a secure, Web-enabled inventory system planner that provides demand forecasting to support efficient management and replenishment of large inventories of spare parts for aircraft and other platforms.
The Company’s transportat ion systems helps companies and government agencies around the world improve efficiency, enhance safety and security, reduce errors and cut costs. Its products include Integrated Container Information System (ICIS), Intelligent Intermodal Solutions (IIS), Gatestand Driver Kiosk, CraneView Crane-Mounted OCR System, RailView Digital Video Recording System for Locomotives, and Transportation Visibility and Metrics System (TransVM). The RailView system continuously records digital video and key events as the locomotive travels, providing a reliable record for analysis of rail incidents. The CraneView system automatically identifies containers and records stow positions as the containers are moved by quay cranes in real time.
- [By John Kell and Lauren Pollock var popups = dojo.query(“.socialByline .popC”); ]
Science Applications International Corp.(SAIC) said its fiscal fourth-quarter earnings fell 23%, as the government contractor posted weaker revenue that was partly offset by lower expenses related to its spinoff by the former SAIC Inc. last year and other one-time items.
- [By John Reese]
Indeed, in 2013, the Greenblatt-based portfolio has bounced back strong, returning more than 50%. Below is a look at its current holdings.
EBIX, Inc. (EBIX)
Western Refining (WNR)
ITT Educational Services (ESI)
Science Applications International (SAIC)
Weight Watchers International (WTW)
AmSurg Corp. (AMSG)
PDL BioPharma (PDLI)
AFC Enterprises (AFCE)
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Top 10 Services Stocks For 2015: Carrefour SA (CRERF)
Carrefour SA is a France-based company that is primarily engaged in retail distribution sector. The Company operates a network of hypermarkets, supermarkets, hard discount stores, convenience stores and cash-and-carry outlets and offers e-commerce services. The Company’s hypermarkets named Carrefour offer a range of food and non-food products. Carrefour SA’s hypermarkets, supermarkets and convenience stores are operating under the Carrefour city, Carrefour contact, Carrefour express, 8aHuit, Shopi, Marche Plus, Proxi banners and cash & carry stores are operating under the Promocash banner, which primarily offer food, clothing and household goods, among others. The Company operates in mainland France and French overseas territories, as well as in Europe, Asia, Latin America, North Africa and the Middle East through a network of consolidated and franchised stores, and stores that Carrefour SA runs with partner companies. In January 2014, it acquired 129 convenience stores. Advisors’ Opinion:
- [By Sophia Yan]
Carrefour (CRERF) has also shuttered many stores, and is reported to be exploring a sale of its China and Taiwan businesses.
Hypermarkets — big box stores that combine supermarkets and department stores — first opened up in China’s largest cities over a decade ago. And it’s no wonder companies such as Wal-Mart have been keen to get a slice of the market.
Top 10 Services Stocks For 2015: Air Lease Corporation (AL)
Air Lease Corporation engages in the purchase and leasing of commercial aircraft to airlines worldwide. The company also provides fleet management and remarketing services, including leasing, re-leasing, lease management, and sales services to investors and/or owners of aircraft portfolios. As of December 31, 2011, it had a fleet of 102 aircraft comprising 81 single-aisle jet aircraft, 19 twin-aisle widebody aircraft, and 2 turboprop aircraft. The company was founded in 2010 and is based in Los Angeles, California.
- [By WWW.GURUFOCUS.COM]
Shares of Air Lease Corp. (AL), an aircraft leasing company, were up in the first quarter on reports of strong sales and earnings in the fourth quarter. Air Lease offers a young, fuel-efficient fleet to satisfy strong demand for replacement of older aircraft and more lift capacity in emerging markets, particularly Asia. The company has secured an investment grade rating to keep financing costs low and as part of a $27 billion order book, has placed all deliveries through 2015.We believe Air Lease is well positioned for a long “runway” of profitable growth. (David Goldsmith)
- [By John Udovich]
Yesterday around midday, Netherlands based aviation leasing stock AerCap Holdings N.V. (NYSE: AER) began surging on rumors and closed up 11.6%, meaning its probably time to take a closer look at those rumors along with aviation leasing peers like small caps or mid caps Aircastle Limited (NYSE: AYR), Air Lease Corp (NYSE: AL), Fly Leasing Ltd (NYSE: FLY) and AeroCentury Corp (NYSEMKT: ACY).
- [By Maxx Chatsko]
4. Air Lease (NYSE: AL )
The airline industry has been traveling through a patch of turbulence in the past year. Airlines are buying refineries, merging left and right, dealing with environmental regulations in Europe, and growing tremendously in international markets. Air Lease, believe it or not, offers a way to mitigate all of those risks. As you can probably deduce, the company leases aircraft to markets around the world. Each aircraft is brand-spanking-new, comes in one of the most popular sizes, and is among the most fuel efficient in the world. No wonder shares have left the runway this year.
Top 10 Services Stocks For 2015: Healthcare Realty Trust Inc (HR)
Healthcare Realty Trust Incorporated (Healthcare Realty), incorporated in 1993, is a self-managed and self-administered real estate investment trust (REIT) that owns, acquires, manages, finances and develops income-producing real estate properties associated with the delivery of outpatient healthcare services throughout the United States. During the year ended December 31, 2011, the Company disposed of five real estate properties. In January 2012, the Company purchased a 58,295 square foot medical office building in South Dakota. In February 2012, the Company purchased a 23,312 square foot medical office building in North Carolina. The property is 100% leased by two tenants. In January 2012, the Company disposed of two medical office buildings located in Texas. In January 2012, the Company disposed of a medical office building located in Florida. In January 2012, an inpatient facility under construction in South Dakota that was being funded by the Company through a mortgag e note was sold. On March 15, 2011, the Company acquired Lakewood MOB, LLC. On March 31, 2011, it acquired HR Ladco Holdings, LLC. Effective October 22, 2013, Healthcare Realty Trust Inc acquired First Hill Medical Building.
As of December 31, 2011, the Company provided property management services for 150 healthcare-related properties nationwide, totaling approximately 10.3 million square feet. The Company’s portfolio of properties is focused on medical office and outpatient sector of the healthcare industry and is diversified by geographic location, tenant and facility type.
- [By Dividends4Life]
Memberships and Peers: UHT is, a member of the Broad Dividend Achievers™ Index and a Dividend Champion. The company’s peer group includes: Hersha Hospitality Trust (HT) with a 4.4% yield, Healthcare Realty Trust Incorporated (HR) with a 5.2% yield and LTC Properties Inc. (LTC) with a 5.4% yield.
Top 10 Services Stocks For 2015: Wetherspoon(jd)
JD Wetherspoon plc owns and operates pubs. The company operates 823 pubs that offer food and drinks in England, northern Ireland, Scotland, and Wales. It also operates hotels. The company was founded in 1979 and is headquartered in Watford, the United Kingdom.
- [By Matt Egan]
While Nasdaq missed out on Alibaba, it did land a number of high-profile tech IPOs this year, including Weibo (WB), JD.com (JD) and GoPro (GPRO), which zoomed over 30% higher in its debut on Thursday. Nasdaq said 62% of all U.S. IPOs so far this year have occurred on its exchange.
- [By Stephen Grocer]
Interestingly, the three largest venture-capital-backed IPOs to list on U.S. exchanges this year all came from overseas: China’s JD.com Inc.(JD), King Digital Entertainment(KING) PLC’s, and Jumei International Holding Ltd.(JMEI)
- [By Gillian Tan]
The hiring caps a busy week for Bank of America, which co-led the IPO of Chinese online retailer JD.com(JD). The stock jumped as much as 20% higher on its debut Thursday.
- [By Benjamin Pimentel]
Also getting notable attention Thursday was JD.com (JD) , which rose 10% to $20.90 as the Chinese online retailer made its debut as a publicly traded company.
Top 10 Services Stocks For 2015: Sirius XM Radio Inc.(SIRI)
Sirius XM Radio Inc. provides satellite radio services in the United States and Canada. It broadcasts a programming lineup of approximately 135 channels of commercial-free music, sports, news and information, talk and entertainment, traffic, and weather on subscription fee basis through two satellite radio systems in the United States; and holds an interest in the satellite radio services offered in Canada. The company also simulcasts music and selected non-music channels over the Internet; and offers applications to allow consumers to access its Internet services on mobile devices. As of December 31, 2010, it had 20,190,964 subscribers. In addition, the company designs, establishes specifications, sources or specifies parts and components, and manages various aspects of the logistics and production of satellite radios; licenses its technology to various electronics manufacturers to develop, manufacture, and distribute radios under various brands; and imports radios distri buted through its Websites. The company?s satellite radios are primarily distributed through automakers, retailers, and its Websites. Further, it provides music services for commercial establishments; a satellite television service to offer music channels as part of certain programming packages on the DISH Network satellite television service; music and comedy channels to mobile phone users through mobile phone carriers; Backseat TV, a service offering television content designed primarily for children in the backseat of vehicles; Travel Link, a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and real-time traffic and weather services. The company was formerly known as Sirius Satellite Radio Inc. and changed its name to Sirius XM Radio Inc. in August 2008. Sirius XM Radio Inc. was founded in 1990 and is headquartered in New York, New York.
- [By WWW.DAILYFINANCE.COM]
Daniel Acker/Bloomberg via Getty Images DETROIT — General Motors (GM) reported a much lower second-quarter profit Thursday due to numerous recalls and the expected cost of at least $400 million for a compensation fund for those killed or injured by a defective ignition switch linked to at least 13 deaths. GM also reiterated that it expected a moderately improved operating profit this year and that its future recall costs would be slightly higher than historic rates. “We’re on or ahead of the plan we shared in January,” Chief Financial Officer Chuck Stevens told reporters. “Our expectation is that the second half of the year will be better than the first half.” Morgan Stanley analyst Adam Jonas said strong vehicle pricing in North America “saves the quarter.” GM earlier this year recalled 2.6 million cars for the faulty ignition switches, which can cause engine stalls and stop power steering and power brakes from operating and air bags from deploying. The company is under investigation by U.S. safety regulators, Congress and the U.S. Department of Justice over its failure to detect the problems for more than a decade. Net income in the quarter fell to $190 million, or 11 cents a share, from $1.2 billion, or 75 cents a share, a year earlier. Excluding one-time items, GM earned 58 cents a share, just below the 59 cents analysts polled by Thomson Reuters I/B/E/S had expected. The company’s shares fell 2.9 percent to $36.34 in morning trading. Also Thursday, GM’s smaller U.S. rival, Ford Motor (F), posted a higher-than-expected profit on strong results in North America and Europe. One-time items for GM included the charge for establishing the victims’ compensation fund, which the company said could still rise by about $200 million, as well as an $874 million charge for a change in how the company will account for recalls in the future. GM previously took charges as recalls occurred, but now it will account for potential future liabilities as the cars
- [By WWW.DAILYFINANCE.COM]
Paul Sancya/APAlan Mulally is joining Google’s board of directors. There were plenty of winners and losers this week in the business world, as a software giant announced 18,000 layoffs and a social networking speedster made a shrewd acquisition that should help its site become more viral. Here’s a rundown of the week’s best and worst. LinkedIn (LNKD) — Winner For many LinkedIn registered users, the career-oriented social networking site is one that they turn to only if they’re looking for work or endorsing a friend who’s looking. Requests for approving new connections are as far as many go in immersing themselves in the LinkedIn experience. That could all change after LinkedIn acquired Newsle this week. Newsle takes contacts from a user’s Facebook and Twitter pages and scans the Internet for news alerts. It’s easy to see how Newsle can make LinkedIn stickier, offering up notifications that could be valuable the next time the two connected LinkedIn users meet. This is a great example of a dot-com firm acquiring a small company that should easily grow in relevance under new ownership. Microsoft (MSFT) — Loser The pink slips are raining hard at the world’s largest software company. Microsoft will be cutting 18,000 employees in the coming months. Layoffs were expected after Microsoft acquired Nokia’s (NOK) handset business, but that only explains a little more than two-thirds of the cuts. Microsoft will be recording pre-tax charges between $1.1 billion and $1.6 billion for the restructuring, but there isn’t a clear picture on what the resulting savings will be. Morale is hard to sustain at a company when thousands of people are being let go. Google (GOOG) — Winner We don’t have to stray from Microsoft to segue into this next item. Last year it seemed as if the top candidate to be Microsoft’s new CEO was outgoing Ford (F) CEO Alan Mulally. It didn’t work out. Microsoft went for an internal hire. Well, this week Google announced that Mulally is being tapp
- [By WWW.DAILYFINANCE.COM]
Andrew Harrer/Bloomberg via Getty Images BERLIN and MILAN — Fiat Chrysler has denied a magazine report saying it’s in merger talks with Volkswagen, while the German carmaker said it had no takeovers on its agenda. Germany’s Manager Magazin said Thursday Volkswagen Chairman Ferdinand Piech had held talks with the owners of Fiat Chrysler about buying all or part of the group that was formed this year from the merger of Italian and U.S. carmakers. The magazine cited unnamed company sources. However, a VW spokesman said Europe’s biggest carmaker was focused on delivering improvements at its existing operations. “There are currently no [merger and acquisition] projects on the agenda,” he said. “We are now focusing on boosting efficiency across the group.” The Agnelli family’s holding firm Exor, which owns a 30 percent stake in Fiat Chrysler, denied any talks had taken place, as did Fiat Chrysler. Shares in Fiat Chrysler jumped 5 percent to 7.98 euros on the report, but had retreated to stand up 2.2 percent by 1352 GMT (9:52 a.m. Eastern time). VW’s stock was 1.8 percent lower. VW Chief Executive Officer Martin Winterkorn said in March the carmaker, though hoarding almost 18 billion euros ($24 billion) in cash, had no plans to expand the group through acquisitions as it was focusing on integrating its 12 brand network. VW has since sealed a 6.7 billion euro buyout of minority shareholders at Swedish truck division Scania to forge a long-planned alliance of its truck brands. The report could suggest “diverging views” between VW’s management and the supervisory board about the carmaker’s future course, said Arndt Ellinghorst, a London-based analyst at investment researchers ISI Group, at a time when Winterkorn, 67, and Piech, 77, are soon likely to face a debate over succession. Rather than talking about further expansion, top managers at VW — concerned that profitability gains aren’t keeping pace with the company’s steadily growing size — have been pu
Top 10 Services Stocks For 2015: Gen-Probe Incorporated(GPRO)
Gen-Probe Incorporated engages in the development, manufacture, and marketing of molecular diagnostic products and services that are used primarily to diagnose human diseases and screen donated human blood. Its women?s health product line includes APTIMA Combo 2 assay, APTIMA CT, APTIMA GC assays, and PACE family of assays to detect chlamydia and gonorrhea; APTIMA Trichomonas ASRs to detect trichomonas; APTIMA HPV assay to detect 14 sub-types of high-risk HPV associated with cervical cancer; and AccuProbe Group B Streptococcus (GBS) assay to detect GBS from culture. The company?s infectious diseases product line comprises ProFlu+ to detect influenza A, B, and Respiratory syncytial virus; ProFAST+ to detect and differentiate seasonal H1, seasonal H3, and H1N1pdm09; ProGastro Cd to detect toxigenic strains of clostridium difficile; AMPLIFIED MTD to detect mycobacterium tuberculosis; GAS Direct to detect gas directly from a throat swab; APTIMA HIV-1 and APTIMA HCV assays to d etect RNA from HIV-1 and hepatitis C virus; and ASRs for quantitative HCV testing. Its blood screening products include Procleix HIV-1/HCV, Procleix Ultrio, Procleix Ultrio Plus, and Procleix WNV assays to detect HIV-1, HCV, HBV, and west nile virus in donated blood, plasma, organs, and tissues. The company?s transplant diagnostics products comprise LIFECODES HLA DNA typing kits; LIFECODES HLA antibody kits; LIFECODES PF4 assay to detect PF4 heparin-dependent antibodies; and LIFECODES PAK products for platelet antibody screening and detection. It also provides instrumentation and software for performing NAT assays; and genetic testing products, such as PROGENSA PCA3 and PCA3 ASRs to detect the PCA3 genes. The company serves reference laboratories, public health institutions, and hospitals through its direct sales force in United States, Canada, and Europe, as well as through distributors internationally. Gen-Probe Incorporated was founded in 1983 and is headquartered in S an Diego, California.
- [By JuhiKulkarni]
In the wearable games Polaroid market, deals keep on being headed by Gopro (GPRO), with its fruitful Hero 3 or more Polaroid models. Ambarella is required to profit from the notoriety of pro’s wearable Polaroids as Gopro totally relies on upon Ambarella for the supply of feature layering and picture preparing chips.
- [By Jayson Derrick]
Analysts at JMP Securities initiated coverage of GoPro (NASDAQ: GPRO) with a Market Outperform rating and $60 price target. Shares gained 13.0 percent, closing at $41.63.
- [By Matt Egan]
The IPO surge was headlined by companies like GoPro (GPRO) and Weibo (WB), sometimes dubbed China’s Twitter. They wanted to take advantage of the rising stock market and investor appetite for the next big thing.
Top 10 Services Stocks For 2015: G Willi-Food International Ltd (WILC)
G. Willi-Food International Ltd., incorporated in January 1994, is engaged, directly and through subsidiaries, in the development, import, export, manufacturing, marketing and distribution of a range of over 600 food products worldwide. The Company purchases food products from over 150 suppliers located in Israel and throughout the world, including from the Far East (China, India, the Philippines and Thailand), Ethiopia, Eastern Europe (Poland, Lithuania, Bulgaria and Latvia), South America (Ecuador and Costa Rica), the United States, Canada, Western and Central Europe (the Netherlands, Belgium, Monaco, Germany, Sweden, Switzerland, Denmark, and France) and Southern Europe (Spain, Portugal, Italy, Turkey, Greece). The Company’s products are marketed and sold to approximately 1,500 customers in Israel and around the world including to supermarket chains, wholesalers and institutional consumers. The Company markets most of its products under the brand name Willi-Food. On Jan uary 1, 2012, the Company completed the sale of its entire 51% ownership interest in Shamir and closed its manufacturing segment.
As of December 31, 2012, the Company’s customers includes the Israeli supermarket chains in the organized market in Israel, which includes Shufersal Ltd. (including the chains: Shufersal Deal, Shufersal Deal Extra, Shufersal Sheli, Shufersal, Yesh, Shufersal Express and Katif); Mega Retail Ltd. (which also includes Mega, MegaBool, Mega in the City and Zol B’Shefa), and Co-Op Israel (which also includes Co-Op Jerusalem, Mister Zol and Pashut Zol). The Company contracts with the supermarket chains in the organized market through the buyers in the head office of the supermarket chain, and then the Company receives orders from the logistic center or directly from their stores. Merchandise is then delivered directly to each branch or to the supermarket’s chain distribution center. Its secondary major group of customers includes private supermarket chains, mini-markets, wholesalers, food manufac! turers, institutional consumers, such as catering halls, hotels, hospitals and food service companies and food producers, and customers in the Palestinian Authority.
The Company’s imports, markets and distributes a range of over 600 food products. These products are sold by the Company and by Gold Frost. The principal products in the import segment product line are Canned Vegetables and Pickles, including including mushrooms (whole and sliced), artichoke (hearts and bottoms), beans, asparagus, capers, corn kernels, baby corn, palm hearts, vine leaves (including vine leaves stuffed with rice), sour pickles, mixed pickled vegetables, pickled peppers, an assortment of black and green olives, garlic, roasted eggplant sun and dried tomatoes. These products are primarily imported from China, Greece, Thailand, Turkey, India, and The Netherlands; canned fish, including tuna (in oil or in water), sardines, anchovies, smoked and pressed cod liver, herring, fish paste a nd salmon. These products are primarily imported from the Philippines, Thailand, Greece, Germany and Sweden; Canned Fruit, including pineapple (sliced or pieces), peaches, apricot, pears, mangos, cherries, litchis and fruit cocktail. These products are primarily imported from China, the Philippines, Thailand, Greece and Europe.; Edible Oils, including olive oil, regular and enriched sunflower oil, soybean oil, corn oil and rapeseed oil. These products are primarily imported from Belgium, Argentina, Turkey, Italy, Holland and Spain; dairy and dairy substitute products, including hard and semi-hard cheeses (parmesan, edam, kashkaval, gouda, havarti, cheddar, pecorino, manchego, maasdam, rossiysky, iberico and emmental), molded cheeses (brie, camembert and danablu), feta, Bulgarian cheese, goat cheese, fetina, butter, yogurts, butter spreads, margarine, melted cheese, cheese alternatives, condensed milk, coffee whitener, pizzas, ice cream, whipped cream and others. These produc ts are primarily imported from Greece, France, Latvia, Denma! rk, Bulga! ria, Italy, and The Netherlands.
Dried Fruit, Nuts and Beans, including figs, apricots, chestnuts, sunflower seeds, sesame seeds, walnuts, pine nuts, cashew nuts, pistachio and peanuts. These products are primarily imported from Greece, Turkey, India, China, Thailand and the United States, and other products, including, among others, instant noodle soup, Manchu, breadstick coffee creamers, lemon juice, halva, Turkish delight, cookies, vinegar, sweet pastry and crackers, sauces, corn flour, rice, rice sticks, pasta, spaghetti and noodles, breakfast cereals, corn flakes, rusks, couscous, rusks, gnocchi, tortilla, dried apples snacks, chocolate bars and chocolate paste, tea, deserts (such as tiramisu and pastries), light and alcoholic beverages (such as ouzo, sangria and mohito) and more. These products are primarily imported from The Netherlands, Germany, Romania, Italy, Greece, Belgium, the United States, Scandinavia, Switzerland, China, Thailand, Turkey, India, and South America.
The Company competes with Shemen, Taaman, Solbar, Fodor (Starkist and Yona), Posidon, Williger, Filtuna, Vita Pri HaGalil, Shastowits, Yachin-Zan laKol, Williger, Alaska, Johnson, Osem, Barila, Tomer, Tnuva, Tara, Strauss, Seyman, Gad Dairy, and Meshek Zuriel.
- [By Peter Graham]
The Q4 2014 earnings report for Dubai headquartered specialty Basmati rice stock Amira Nature Foods Ltd (NYSE: ANFI), a potential performance peer of other specialty food stocks like The Chefs Warehouse, Inc (NASDAQ: CHEF) and Israel based G Willi-Food International Ltd (NASDAQ: WILC), is due out before the market opens on Tuesday. Aside from the Amira Nature Foods Ltd earnings report, it should be said that The Chefs Warehouse, Inc reported Q1 2014 on May1st (results were negatively impacted by the severe weather that affected many of our core markets) while G Willi-Food International Ltd reported Q1 2014 earnings on May 28th (results were affected by a decline of consumption by Israeli customers). However, Amira Nature Foods Ltd shares fell as much as 22% after reporting third-quarter earnings back in February plus the stock is the sixth most shorted stock on the NYSE with short interest of 45.30% according to HighShortInterest.com.
- [By GURUFOCUS]
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
SYY is trading at a premium to all four valuations above. The stock is trading at a 37.5% premium to its calculated fair value of $26.26. SYY 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%
SYY earned two Stars in this section for 2.) and 3.) above. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. SYY earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1970 and has increased its dividend payments for 43 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 PDF for a detailed description:
1. NPV MMA Diff.
2. Years to > MMA
The NPV MMA Diff. of the $282 is below the $500 target I look for in a stock that has increased dividends as long as SYY has. If SYY grows its dividend at 3.6% per year, it will take 3 years to equal a MMA yielding an estimated 20-year average rate of 3.41%. SYY earned a check for the Key Metric ‘Years to >MMA’ since its 3 years is le