Top 5 Logistics Companies To Invest In 2016

SAN FRANCISCO — This is Boris Sofman’s idea of fun: bouncing along in a Hummer as it chases a self-driving SUV named Crusher with wheels the size of an NBA player through the forests of Colorado, marveling at how the driverless machine “reacts to its environment almost like an animal, because it’s alive.”

Consider Sofman a friendly Dr. Frankenstein. And he’s on a mission to change the way the world looks at robots.

The 30-year-old is ringleader of a giddy group of Ph.D.s who work at Anki, whose first product — Drive, a $200 futuristic gaming twist on slot cars — launched a few months back and is currently available through the company’s website and in Apple stores. Drive’s revolutionary coup was taking away the slots and outfitting each car with a 50-megahertz processor, more power than a late-’80s computer.

Top 5 Logistics Companies To Invest In 2016: HomeSer ve PLC (HSV)

Homeserve plc is a United Kingdom-based company engaged in the provision of home emergency repairs. The Company operates in five segments: UK, USA, Domeo, Spain, and New Markets. Its products cover plumbing and drains, central heating, ventilation and air conditioning, electrics and household appliances, such as showers and boilers. The Company provides home emergency and repair services to over 4.9 million customers across businesses in the United Kingdom, the United States, France and Spain. It also has developing businesses in Italy, Germany and France. The Company’s subsidiaries include HomeServe Assistance Limited, HomeServe Enterprises Limited, HomeServe International Limited, HomeServe Membership Limited and Reparalia Direct SL. Advisors’ Opinion:

  • [By Sarah Jones]

    Homeserve Plc (HSV) climbed 8.1 percent to 265.6 pence. Liberum Capital said the company may attract private-equity buyers after reporting its full-year results. The company may soon complete its discussions with the financial-services regulator about inappropriate sales practices.

Top 5 Logistics Companies To Invest In 2016: Cerner Corp (CERN)

Cerner Corporation (Cerner) is a supplier of healthcare information technology (HCIT) solutions, services, devices and hardware. Cerner solutions optimize processes for healthcare organizations. These solutions are licensed by approximately 9,300 facilities globally, including more than 2,650 hospitals; 3,750 physician practices 40,000 physicians; 500 ambulatory facilities, such as laboratories, ambulatory centers, cardiac facilities, radiology clinics and surgery centers; 800 home health facilities; 40 employer sites and 1,600 retail pharmacies. The Company operates in two segments: domestic and global. The domestic segment includes revenue contributions and expenditures associated with business activity in the United States. The global segment includes revenue contributions and expenditures linked to business activity in Argentina, Aruba, Australia, Austria, Canada, Cayman Islands, Chile, China (Hong Kong), Egypt, England, France, Germany, Guam, India, Ireland, Italy, Ja pan, Malaysia, Morocco, Puerto Rico, Qatar, Saudi Arabia, Singapore, Spain, Sweden, Switzerland and the United Arab Emirates. On May 23, 2011, the Company acquired Resource Systems, Inc. On October 17, 2011, the Company acquired Clairvia, Inc. Effective March 18, 2013, it acquired Labotix Automation Inc.

The Company designs and develops software solutions on the unified Cerner Millennium architecture, a person-centric computing framework, which combines clinical, financial and management information systems. This architecture allows providers to access an individual’s electronic health record (EHR) at the point of care, and it organizes and proactively delivers information to meet the specific needs of physicians, nurses, laboratory technicians, pharmacists, front- and back-office professionals and consumers. It also offers a range of services, including implementation and training, remote hosting, operational management services, revenue cycle services, supp ort and maintenance, healthcare data analysis, clinical proc! ess optimization, transaction processing, employer health centers, employee wellness programs and third party administrator (TPA) services for employer-based health plans.

The Company offers a longitudinal, person-centric EHR, which gives clinicians electronic access to the right information at the right time and place to achieve optimal health outcomes. Medical information and care regimens accessible from home enables consumers to manage their conditions and adhere to treatment plans, creating a medium between physicians and individuals. Its Cerner ITWorks is a suite of services, which creates an alignment between Cerner and its clients. Its Cerner RevWorks includes solutions and services to help healthcare organizations improve their revenue cycle functions. It offers clinic, pharmacy and wellness services directly to employers.

The Company’s Healthe Intent Chart Search includes clinical meanings of words located within the electronic medical rec ord (EMR), as well as the context in which those words occur to create algorithms that identify and rank information contextually. The Healthe Intent platform also provides the ability to apply algorithms against contextual clinical activity to recommend clinical action.

The Company competes with Allscripts Healthcare Solutions, Inc., Computer Programs and Systems, Inc. (CPSI), Epic Systems Corporation, GE Healthcare Technologies, Healthcare Management Systems, Inc. (HMS), Healthland, Inc., Computer Sciences Corporation (iSoft), Keane, Inc., McKesson Corporation, Medical Information Technology, Inc. (Meditech), Siemens Medical Solutions Health Services Corporation, Quadramed Corporation, Accenture plc, Affiliated Computer Services (ACS), Cap Gemini S. A., Computer Task Group, Inc. (CTGHS), Dell, Inc., Deloitte Consulting LLP, Hewlett-Packard Company, IBM Corporation, maxIT Healthcare LLC, AmazingCharts.com, Inc., Athenahealth, Inc., eClinicalWorks LLC, e-MDs, In c., Greenway Medical Technologies, MED3000, Inc., Quality Sy! stems, In! c., Conceptual MindWorks, Inc., Vitera Healthcare Solutions, API Healthcare, CapsuleTech, Inc., CareFusion Corporation, GE Healthcare Technologies, iSirona, LLC, McKesson Corporation, Omnicell, Inc., Accretive Health, Inc., Capario, Inc., Emdeon Corporation, McKesson Corporation, MedAssets, Inc., Optum, Inc., SSI Group, Inc. and 3M Company.

Advisors’ Opinion:

  • [By Todd Campbell]

    Although McKesson notched respectable top-line growth for its low-margin distribution business, sales in its higher-margin technology solutions unit dipped 6% to $770 million. Rising competitive pressure in the healthcare IT space from Cerner (NASDAQ: CERN  ) and the privately held Epic continue to negatively affect demand for the company’s Horizon clinical software program. Regardless, the unit still delivered operating profit of $125 million, for an operating margin of 16.23%.

  • [By Susan J. Aluise]

    Another positive: Florida’s Agency for Health Care Administration chose MGLN to administer its Medicaid specialty plan for individuals with serious mental illness. The program will be implemented in eight regions throughout Florida and in 40 of its 67 counties. Right now, MGLN stock has a forward P/E of about 19 — roughly average for healthcare stocks.

    Healthcare Stocks: Cerner (CERN)

    When it comes to achieving success with the Affordable Care Act, don’t underestimate the power of information technology to help or hinder the progress. Given the disastrous technical problems that attended last fall’s launch, the heat is on all parties to ensure that the technology works as advertised.

  • [By John Udovich]

    In the wake of the Obamacare fiasco, small cap healthcare information systems stock Computer Programs & Systems, Inc (NASDAQ: CPSI) has put in a good performance, meaning its worth taking a closer look at the stock along with the performance of large cap players like Cerner Corporation (NASDAQ: CERN) and McKesson Corporation (NYSE: MCK) and small cap Quality Systems, Inc (NASDAQ: QSII).

Top 5 Logistics Companies To Invest In 2016: Apache Corporation(APA)

Apache Corporation, together with its subsidiaries, engages in the exploration, development, and production of natural gas, crude oil, and natural gas liquids. The company has exploration and production interests in the Gulf of Mexico, the Gulf Coast, east Texas, the Permian basin, the Anadarko basin, and the Western Sedimentary basin of Canada; and onshore Egypt, offshore Western Australia, offshore the United Kingdom in the North Sea, and onshore Argentina, as well as on the Chilean side of the island of Tierra del Fuego. Apache Corporation sells its natural gas to local distribution companies, utilities, end-users, integrated oil and gas companies, and marketers; and crude oil to integrated oil companies, marketing and transportation companies, and refiners. As of December 31, 2009, it had total estimated proved reserves of 1,067 million barrels of crude oil, condensate, and natural gas liquids, as well as 7.8 trillion cubic feet of natural gas. The company was founded in 1954 and is based in Houston, Texas.

Advisors’ Opinion:

  • [By Matt Egan]

    The energy sector of the S&P 500 soared 2.5% on Thursday, led by big gains from Valero (VLO), Apache (APA) and Devon Energy (DVN).

    While low prices are very good for consumers, they have been spooking the stock market in recent days. There’s concern the pain in energy could spread to other sectors. It’s also doing lots of damage to the estimated profits of big energy companies.

  • [By Vera Yuan]

    The Partners Value Fund’s Investor Class returned -1.4% in the third calendar quarter, compared to a +1.1% return for the S&P 500 and flat results for the Russell 3000. The largest companies were generally the strongest performers in the third quarter, most notably Microsoft (MSFT) (+12%), Berkshire Hathaway (BRK.B) (+9%) and Valeant Pharmaceuticals (VRX) (+4%) for our Fund. Conversely, small cap stocks fell sharply in July and again in September, with the Russell 2000 index finishing down 7.4% for the quarter. While smaller companies account for approximately 10% of our net assets, these stocks drove most of the Fund’s quarterly decline. Iconix Brand Group (ICON) (-14%), Redwood Trust (RWT) (-14%) and Interval Leisure Group (IILG) (-13%) were the primary small cap detractors. Energy holdings Range Resources (RRC) (-22%) and Apache (APA) (-6%) also impacted results as natural gas and oil prices dropped. We remain optimistic on the long-term outlooks for all five of these stocks, which trade at moderate to large discounts to our business value estimates.

  • [By Tim Biggam]

    Apache (NYSE: APA) shares were last down 1.6 percent, while Chesapeake Energy (NYSE: CHK) was down 1.11 percent.

    Posted-In: News Commodities Markets

  • [By Arjun Sreekumar]

    In an effort to reduce debt and focus on its most profitable North American onshore operations, Houston-based Apache (NYSE: APA  ) has divested more than $8 billion worth of assets over the past year, including assets in the Gulf of Mexico shelf, a third of its stake in its Egyptian operations, natural gas assets in Canada, and all of its energy assets in Argentina. But the company is still not satisfied, recently announcing another major sale in the Gulf of Mexico.

Top 5 Logistics Companies To Invest In 2016: Perion Network Ltd (PERI)

Perion Network Ltd, incorporated in November 1999, is a digital media company. The Company’s products include: IncrediMail, a communication client; Smilebox, a photo sharing and social expression product and service; and Sweet IM, an instant messaging application. The Company generates revenues primarily through search, the sale of products and services, and advertising. Its product is available in seven languages in addition to English. On November 30, 2012, the Company acquired SweetIM (a.k.a. SweetPacks).

Communication vertical

IncrediMail is its communication client, available over the Internet it its basic version free of charge, used for managing email messages and Facebook feeds, with many graphic and personalizing capabilities. However, most important is that it is safe, simple and easy to use. The premium version of this software offers, for an annual subscription fee, VIP support and enhanced graphic capabilities, as well as advanced ant i-spam software for a separate annual subscription. SweetIM is free downloadable and easy to use software that enables users to enhance their messaging experience and express themselves in creative ways across online platforms, such as messenger and email.

Digital photo vertical

Smilebox is an Internet photo sharing service available for the desktop and smart-phone. On the desktop, Smilebox can be used both on the PC and the Mac, making it easy to create digital creations from personal photos using a range of digital designs including Invitations, Greetings, Collages, Scrapbooks, Photo Albums and slideshows. These creations can then be shared free of charge via email, Facebook, Twitter, Print, digital versatile disk (DVD) or photo frames. Smilebox is also available free of charge for the iPhone, making it easy to personalize and share photos in real time, directly from the device. Personalization options include captions, stickers and frames, and s haring options include email, Facebook and short message ser! vice (SMS).

The Company competes with America Online, Inc., QUALCOMM Incorporated , Mozilla Corporation and Microsoft Corporation.

Advisors’ Opinion:

  • [By Monica Gerson]

    Perion Network (NASDAQ: PERI) soared 1.16% to $12.17 in the pre-market trading after the company announced its inclusion in the NASDAQ Global Select Market.

  • [By CRWE]

    Perion Network Ltd. (NASDAQ:PERI), a leading global provider of innovative media solutions designed to make communicating, connecting and sharing simple and useful, will release its financial results for the second quarter ended June 30, 2012, on August 8, 2012 prior to the opening of the market.

  • [By Igor Novgorodtsev]

    On the morning of 09/16, Perion (PERI) announced a long-rumored deal: an all stock "merger" with a much larger but private Conduit division Conduit Connect. The details of the deal are quite simple. Perion will issue 57 to 60 million additional shares, which would give current shareholders a 19% stake in the new company, Conduit and its shareholders will get the remaining 81%. The deal, expected to close in January 2014, is expected to be immediately accretive, assuming Conduit will continue to do as well as before the merger.

Top 5 Logistics Companies To Invest In 2016: Danone SA (BN)

Danone SA is a France-based food company that primarily produces fresh milk products, baby foods, biscuits, cereal products and medical nutrition products. It also co-produces bottled water. The Company’s portfolio of brands and products include Danone, a brand of fresh dairy products; Evian, a brand of bottled still water; Volvic, its international brand of bottled still water, and Aqua, a brand of packaged water in Indonesia. It has presence in the infant food market in France through its subsidiary, Bledina. It has also developed two probiotic dairy product lines known under the names Actimel, and Activia, as well as a line of low-fat products under the names Taillefine, Vitalinea and Ser. The Company operates through numerous subsidiaries in Europe, Asia and Americas. In February 2013 it acquired majority stake in Centrale Laitiere SA. In May 2013, it acquired an equity interest of over 90% in Happy Family, a baby food producer. In August 2013, it acquired YoCrunch. Advisors’ Opinion:

  • [By Namitha Jagadeesh]

    Danone SA (BN) declined 1.6 percent to 56.34 euros after saying baby-nutrition sales will fall in Asia in the third quarter. The company said it had to recall infant-formula products after milk-powder supplier Fonterra Cooperative Group Ltd. warned of a contaminated ingredient.