Top Managed Healthcare Companies To Watch In Right Now


NEW ORLEANS – The pirate flag hanging in the New Orleans Advocate’s office in downtown is something of an inside joke – a hammy reminder of the startup paper’s unlikely insurgency against its entrenched competitor, The Times-Picayune.

Other symbols of the year-old paper’s inchoate status are of the more banal variety – the unkempt entrance, desks crammed into an office no bigger than a McMansion living room, one unisex restroom serving the entire staff.

Seven blocks away, the Picayune’s new headquarters boasts the aesthetics of a well-funded dotcom. The loft-style newsroom occupies the penthouse floor of a commercial high-rise with a ground-level mall. With large windows encircling the office, the staff has a gorgeous view of the Mississippi River.


“We wanted to create a new culture and environment, and we wanted a physical space to facilitate the changes,” says Ricky Mathews, president of NOLA Media Group, which publishes the Picayune.

Top Managed Healthcare Companies To Watch In Right Now: Cummins Inc.(CMI)

Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric power generation systems, and engine-related component products worldwide. It operates in four segments: Engine, Power Generation, Components, and Distribution. The Engine segment offers a range of diesel and natural gas powered engines under the Cummins and other customer brand names for the heavy-and medium-duty truck, bus, recreational vehicle, light-duty automotive, agricultural, construction, mining, marine, oil and gas, rail, and governmental equipment markets. This segment also provides new parts and service, as well as remanufactured parts and engines. The Power Generation segment offers power generation systems, components, and services, including diesel, natural gas, gasoline, and alternative-fuel electrical generator sets for use in recreational vehicles, commercial vehicles, recreational marine applications, and home stand-by or residential applications. This segment also provides components that make up power generation systems, such as engines, controls, alternators, transfer switches, and switchgears. The Components segment supplies filtration products, turbochargers, aftertreatment systems, intake and exhaust systems, and fuel systems for commercial diesel applications. This segment offers filtration and exhaust systems for on-and off-highway heavy-duty and mid-range equipment, as well as supplies filtration products for industrial and passenger car applications. This segment also develops after treatment and exhaust systems to help customers meet emissions standards and fuel systems. The Distribution segment provides parts and services, as well as service solutions, including maintenance contracts, engineering services, and integrated products. The company sells its products to original equipment manufacturers, distributors, and other customers. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.


Advisors’ Opinion:

  • [By Holly LaFon]

    Our worst performers during the third quarter were Cummins (CMI) (-­14.5%), Schlumberger (SLB) (-­13.8%) and Cognizant Technology (CTSH) (-­8.5%). Our best performers during the quarter were EMC (EMC) (+11.1%), Berkshire Hathaway (BRK.A) (+9.2%) and Apple (AAPL) (+8.4%). During the quarter we trimmed positions in Apple as it approached our maximum position weighting of 10%. We added to existing positions in Qualcomm (QCOM), LKQ (LKQ) and Cognizant Technology (CTSH) – all on improved prospective risk-­reward on respective share-price declines. The Great Bull Market of 2009-2014 started on March 9, 2009 when the S&P 500 Index stood at 667. The S&P 500’s relentless bull market advance over the course of the next 2,000 days would reach a record high index level of 2000 in late August. Relentless indeed, according to Bespoke, the S&P 500 Index has been up seven quarters in a row – the best streak since 1998 and the fourth best since 1950.

  • [By Jason Hall]

    However, there are a couple of bright spots out there. First, sales of Westport’s 12 liter ISX12 G, being co-built with Cummins  (NYSE: CMI  ) , are on track to meet targets for 2014 according to a number of industry experts. Sales of natural gas trucks in 2014 are expected to have grown 27% this year versus 2013. Also, part of the delay in bringing HPDI to market is Westport’s shift to HPDI 2.0, and the adoption of HPDI 2.0 by development partners like AB Volvo  (NASDAQOTH: VOLVY  ) . The injector components are expected to be manufactured in Westport’s venture with Delphi Automotive  (NYSE: DLPH  ) , and the costs will be less than earlier versions, helping natural gas engines be more cost-competitive with diesel. 

  • [By RHPanalysts]

    Cummins (CMI), posted impressive results for the second quarter that ended June 29, 2014, driven by enhanced demand in the North American on-highway market for heavy and medium duty truck and bus. The shipment for the heavy-duty truck increased roughly 13% to 23,000 units and medium duty truck accelerated nearly 28% to 20,000 units as compared to the same quarter last year. Likewise, Cummins’s component business grew a record high to 15% during the second quarter, leading its EBIT to inflate by 230 basis points to 14.5% on the back of higher volumes, lower warranty cost, and stronger cost control actions.

Top Managed Healthcare Companies To Watch In Right Now: Finisar Corporation(FNSR)


Finisar Corporation designs, develops, manufactures, and markets optical subsystems and components that are used to interconnect equipment in short-distance local area networks (LANs), storage area networks (SANs), longer distance metropolitan area networks (MANs), fiber-to-the-home networks, cable television networks, and wide area networks. Its optical subsystems primarily include transmitters, receivers, transceivers, and transponders. The company?s optical subsystems provides the fundamental optical-electrical interface for connecting the equipment used in building networks comprising switches, routers, and file servers in wireline networks, as well as antennas and base stations for wireless networks. It also offers products for switching network traffic from one optical wavelength to another across multiple wavelengths, known as reconfigurable optical add/drop multiplexers. The company?s line of optical components principally comprises packaged lasers and photodetec t ors used in transceivers for LAN and SAN applications; and passive optical components used in building MANs. It sells its optical products to manufacturers of storage system, networking equipment, and telecommunication equipment or their contract manufacturers through direct sales force and distribution channels in the United States, Malaysia, the People?s Republic of China, and internationally. The company was founded in 1987 and is headquartered in Sunnyvale, California.


Advisors’ Opinion:

  • [By Lisa Levin]

    Finisar (NASDAQ: FNSR) shares declined 1.54% to touch a new 52-week low of $16.66. Finisar shares have dropped 25.98% over the past 52 weeks, while the S&P 500 index has gained 16.88% in the same period.

  • [By Sean Williams]

    Add more fiber to your diet
    Since the dot-com bubble burst, few sectors have been more hit-or-miss than fiber-optic component makers, which have gone from hot to cold in the flick of a switch on multiple occasions. While business lumpiness is certainly something investors may have to contend with in this sector, now may be the time for value seekers to give Finisar (NASDAQ: FNSR  ) a closer look.

  • [By Monica Gerson]

    Finisar (NASDAQ: FNSR) is expected to post its Q1 earnings at $0.32 per share on revenue of $328.66 million.

    Verint Systems (NASDAQ: VRNT) is estimated to post its Q2 earnings at $0.60 per share on revenue of $270.88 million.

Top Managed Healthcare Companies To Watch In Right Now: SofTech Inc (SOFT)

SofTech, Inc., incorporated on June 11, 1969,is a provider of engineering software solutions with its ProductCenter PLM (product lifecycle management) technology and its computer-aided design product CADRA offering. On May 24, 2011, the Company sold its Advanced Manufacturing Technology (AMT) product line. In October 2013, SofTech, Inc announced that it has completed the sale of substantially all of the assets of its CADRA product line.


ProductCente

The Company’s ProductCenter technology manages the engineering data and electronic files of discrete parts designed in third party design technologies offered primarily by Solidworks, Parametric Technology Corporation (PTC) and Autodesk. ProductCenter is an enterprise, collaborative PLM solution delivering a combination of document management, design integration, configuration control, change management, bill of materials management and integration capability with other enterprise systems. ProductCent er is designed to help companies optimize the product development process. ProductCenter provides for the secure management of product information and allows engineers and the entire design chain to manage, share, modify and track product data and documents throughout the product development lifecycle.


The Company’s ProductCenter supports engineering change management and bill of materials management for automating business processes. ProductCenter also enables integration with other business applications, such as enterprise resource planning (ERP), supply chain management (SCM) and customer relationship management (CRM) for continuous data exchange across the product lifecycle.

CADRA

The Company’s CADRA offering is a drafting and design software package for the professional mechanical engineer. The CADRA family of CAD/CAM products includes CADRA Design Drafting, a mechanical design documentation tool, CADRA NC, a 2 through 5 axis NC programming application, and CADRAWorks with SolidWorks p! roviding for an integrated drawing production system and three dimensional (3D)solid modeler. The CADRA family of products includes a collection of translators and software options.


The Company competes with Autodesk, Dassault, Siemens, and PTC

Advisors’ Opinion:

  • [By Peter Graham]

    Small cap stocks New China Global (OTCMKTS: NCGI), RealBiz Media Group Inc (OTCMKTS: RBIZ) and SofTech, Inc (OTCMKTS: SOFT) sank 21.11%, 14.81% and 10.89%, respectively, last Friday. Moreover, two of these three small caps have been the subject of paid promotions or investor relations activities, but this week is the start of a new trading week and anything can happen. So will these three small cap stocks keep sinking? Here is a closer look to help you decide on an investing or trading strategy:

  • [By Peter Graham]

    Small cap tech, mobile or cloud computing stocks SofTech, Inc (OTCMKTS: SOFT), Firstin Wireless Technology Inc (OTCMKTS: FINW) and Izea Inc (OTCMKTS: IZEA) have been getting some extra attention lately in various investment newsletters or alerts. That’s because at least one of these stocks appears to be the subject of paid third party promotions while another is the focus of an apparent investor relations campaign. Keeping that in mind, are these three tech orientated stocks going to bring profits to investors and traders or bring out the luddite in them? Here is a closer look:

Top Managed Healthcare Companies To Watch In Right Now: KAR Auction Services Inc (KAR)


KAR Auction Services, Inc., together with its subsidiaries, provides vehicle auction services in North America. It operates in three segments: ADESA Auctions, IAA, and AFC. The ADESA Auctions segment offers whole car auctions and related services to the vehicle remarketing industry through online auctions and auction facilities. This segment also provides value-added services, such as auction related, transportation, reconditioning, inspection, title and repossession administration and remarketing, and analytical services. The ADESA Auctions segment sells its products and services through commercial fleet operators, financial institutions, rental car companies, new and used vehicle dealers, and vehicle manufacturers and their captive finance companies to franchise and independent used vehicle dealers. The IAA segment offers salvage vehicle auctions and related services that facilitate the remarketing of damaged or low value vehicles designated as total losses by insurance companies and charity donation vehicles, as well as recovered stolen vehicles. This segment also provides inbound transportation, titling, salvage recovery, and claims settlement administrative services. The AFC segment offers floorplan financing, a short-term inventory-secured financing, to independent used vehicle dealers. As of December 31, 2012, the company had a network of 67 whole car auction and 163 salvage auction locations, as well as serviced auctions through 104 locations. The company was formerly known as KAR Holdings, Inc. and changed its name to KAR Auction Services, Inc. in November 2009. KAR Auction Services, Inc. was founded in 2006 and is headquartered in Carmel, Indiana.


Advisors’ Opinion:

  • [By Marc Bastow]

    Vehicle auction services company KAR (KAR) raised its quarterly dividend 31% to 25 cents per share, payable on Jan. 3 to shareholders of record as of Dec. 20.
    KAR Dividend Yield: 3.53%

  • [By Geoff Gannon] ore explicit in detailing the competitive position of Copart and Insurance Auto Auctions. It even gave market share data.

    This is common. Often one company will choose not to give names or put percentages on certain competitive facts. The other company will do so. And even when that is not the case, the two companies will often make statements that — when taking together — can give you rough indications of certain realities that neither company entirely intended to provide.


    The same is true for certain suppliers and customers. Although this is complicated by size. Very large customers of small companies are not good sources of information. But smaller companies often provide better insights into the larger suppliers, customers, etc., they deal with. That’s because — due to their small size — more information is material and is explained in detail.

    I have found situations where one company simply says who the customer is that they are supplying. Whil e the other company explains what product that supply goes into, the purchase amount, whether it is an exclusive arrangement, etc.


    So it is always important to — at a minimum — read the 10-Ks, 14As, and (where available) S-1s of every public company in the industry. This will give you a lot of insight into the competitive situation. Sometimes it is helpful to also look at customers and suppliers. However, this is not true of very large customers and suppliers because they will not discuss the specific area you are interested in.

    For example, Honeywell is a large customer of George Risk. It would do me no good to study Honeywell to learn about George Risk. Honeywell is a huge company. What they buy from George Risk is irrelevant to their shareholders. So they do not discuss it.


    An exception to this is where the product sold is going into a huge “generational” type project. Examples include defense, aerospace, video game consoles, operating systems, etc. This can be very hel

Top Managed Healthcare Companies To Watch In Right Now: NRG Energy Inc.(NRG)

NRG Energy, Inc., together with its subsidiaries, operates as a wholesale power generation company. The company engages in the ownership, development, construction, and operation of power generation facilities. It also involves in the transacting in and trading of fuel and transportation services; the trading of energy, capacity, and related products in the United States and internationally; and the supply of electricity, energy services, and cleaner energy and carbon offset products to retail electricity customers in deregulated markets. The company operates natural gas- fired, coal- fired, oil-fired, nuclear, solar, and wind power plants. As of December 31, 2010, it had power generation portfolio of 193 operating fossil fuel and nuclear generation units with an aggregate generation capacity of approximately 24,570 megawatt (MW), as well as ownership interests in renewable facilities with an aggregate generation capacity of 470 MW. The company portfolio also includes appr oximately 24,035 MW generation capacity in the United States, and 1,005 MW generation capacity in Australia and Germany. In addition, it has a district energy business with steam and chilled water capacity of approximately 1,140 megawatts thermal equivalent. NRG Energy, Inc. was founded in 1989 and is headquartered in Princeton, New Jersey.

Advisors’ Opinion:

  • [By Garrett Cook]

    In trading on Wednesday, utilities shares were relative leaders, up on the day by about 0.94 percent. Top gainers in the sector included NRG Energy (NYSE: NRG), up 3.2 percent, and NextEra Energy (NYSE: NEE), up 2.6 percent.

  • [By MONEYMORNING.COM]

    In fact, that’s what makes last week’s announcement so encouraging. NRG Energy Inc. (NYSE: NRG), the largest independent power provider in the United States, has acquired Goal Zero. Goal Zero produces portable solar generators and chargers for industrial and residential use, and the generators can be “chained” together to provide as much power as needed almost anywhere the sun shines.