U.S. Treasuries are now providing less than half the yield of stocks, giving investors little reason to keep the three-decade bull market in bonds alive as housing starts, consumer confidence and corporate profits point to an improving economy.
While 10-year Treasuries yield 2.61 percent, up from a 2013 low of 1.61 percent on May 1, the aggregate earnings yield of stocks in the Standard & Poor�� 500 Index (SPX) was 6.4 percent of the index�� price level, Federal Reserve data compiled by Bloomberg show. Even after the selloff in bonds, the four percentage point gap is more than double the average of 1.9 points since 2000.
Hot Chemical Stocks To Watch For 2015: ICG Group Inc (ICGE)
ICG Group, Inc. (ICG), formerly Internet Capital Group, Inc., acquires and builds Internet software and services companies. ICG operates in two business segments: the core reporting segment and the venture reporting segment. The Company�� core reporting segment includes those companies in which its management provides strategic direction and management assistance. Its venture reporting segment includes companies to which it generally devote less capital than it does to its core companies and, therefore, in which it holds relatively smaller ownership stakes than it does in the core companies. As of December 31, 2011, its equity core companies consisted of Channel Intelligence, Inc., Freeborders, Inc. and WhiteFence, Inc. As of December 31, 2011, its venture companies consisted of Acquirgy, Inc., GoIndustry-DoveBid plc and SeaPass Solutions Inc. In April 2012, it acquired MSDSonline Inc. In December 2012, the Company aquired 85% of interest in Procurian Inc. In February 2013, Google Inc acquired Channel Intelligence, Inc. one of the consolidated companies of ICG.
The Company is focused on the software and services markets, particularly on companies in the cloud-based software and services sector. Once the Company acquires an interest in a company, it works to assume an active role in the development and growth of the Company, providing both strategic guidance and operational support. The Company provides strategic guidance to its companies relating to, among other things, market positioning, business model and product development, strategic capital expenditures, mergers and acquisitions and exit opportunities. In addition, it provides operational support to help its companies manage day-to-day business and operational issues and implement the practices in the areas of finance, sales and marketing, business development, human resources and legal services.
GovDelivery Holdings, Inc.
GovDelivery Holdings, Inc. (GovDelivery) is a provider of government-to-citizen com! munication solutions. GovDelivery�� digital subscription management software-as-a-service (SaaS) platform enables government organizations to provide citizens with access to relevant information by delivering new information through e-mail, mobile text alerts, really simple syndication (RSS) and social media channels from United States and United Kingdom government entities at the national, state and local levels.
Investor Force Holdings, Inc.
Investor Force Holdings, Inc. (InvestorForce) is a financial software company specializing in the development of online applications for the financial services industry. InvestorForce provides pension consultants and other financial intermediaries with a Web-based enterprise platform that integrates data management with robust analytic and reporting capabilities in support of their institutional and other clients. InvestorForce�� applications provide investment consultants with the ability to conduct analysis and research into client, manager and market movement and to produce timely, automated client reports.
Procurian Inc.
Procurian Inc. (Procurian) is a specialist in procurement solutions, which partners with transformational business to drive sustainable changes to their cost structures on an accelerated basis. Procurian integrates superior market intelligence with its customers��businesses to optimize spending and deliver savings.
Channel Intelligence, Inc.
Channel Intelligence, Inc. (Channel Intelligence) is a technology and marketing services company that helps retailers, manufacturers and other advertisers make their products and services easier for consumers to find and buy online and in local retail stores. Through its technologies and product database, Channel Intelligence offers online marketing services, such as display advertising, manufacturer-based content and where-to-buy, paid search, shopping engine management, social marketing, Web storefronts, order manage! ment and ! robust performance analytics. With its range of services, Channel Intelligence helps its customers support their consumers through all phases of the sales funnel, from lead generation to consideration to purchase and delivery.
WhiteFence, Inc.
WhiteFence, Inc. (WhiteFence) is a Web services provider used by household consumers to compare and purchase essential home services, such as electricity, natural gas, telephone and cable/satellite television. WhiteFence reaches customers directly through company-owned Websites and through its network of exclusive channel partners that integrate the Web services applications into their own business processes and Websites.
Acquirgy, Inc.
Acquirgy, Inc. (Acquirgy) specializes in direct response marketing services and technology, which provides customers with a range of direct marketing products and services. Acquirgy helps market its products and services on the Internet and through other media channels, such as television, radio, and print advertising.
GoIndustry-DoveBid plc (GoIndustry)
GoIndustry-DoveBid plc (GoIndustry) is an in auction sales and valuations of used industrial machinery and equipment. GoIndustry combines traditional asset sales experience with e-commerce technology and advanced direct marketing to service the needs of multi-national corporations, insolvency practitioners, dealers and asset-based lenders worldwide.
SeaPass Solutions Inc.
SeaPass Solutions Inc. (SeaPass) develops and markets processing solutions that enables insurance carriers, agents and brokers to transmit and receive data in real time by leveraging existing systems to interact automatically. The Company�� technology allows information to be accessed in real time, which increases efficiency across all lines of the insurance business.
Advisors' Opinion:- [By Luke Jacobi]
ICG Group (NASDAQ: ICGE) rose 9.74 percent to $15.39 after the company announced the sale of Procurian to Accenture plc (NYSE: ACN) for $375 million in cash.
- [By Jake L'Ecuyer]
ICG Group (NASDAQ: ICGE) was also up, gaining 9.77 percent to $15.39 after the company announced the sale of Procurian to Accenture plc (NYSE: ACN) for $375 million in cash.
Top 10 High Tech Stocks To Own Right Now: BHP Billiton Limited(BHP)
BHP Billiton Limited, together with its subsidiaries, operates as a diversified natural resources company worldwide. The company engages in the exploration, development, and production of oil and gas; mining and refining of bauxite into alumina, and smelting of alumina into aluminum metal; and mining of copper, silver, lead, zinc, molybdenum, uranium, gold, diamonds, and titanium minerals, as well as development of potash deposits. It also involves in the mining and production of nickel products, manganese ore, and manganese metal and alloys, as well as in the mining of iron ore, metallurgical coal, and thermal coal. BHP Billiton Limited sells its copper, lead, and zinc concentrates, and alumina to smelters; copper cathodes to wire rod mills, brass mills, and casting plants; uranium oxide to electricity generating utilities; rough diamonds to diamond buyers and diamond manufacturers; nickel products to stainless steel, specialty alloy, foundry, chemicals, and refractory ma terial industries; metallurgical coal to steel producers; and energy coal to power stations, power generators, and industrial users. The company, formerly known as BHP Limited, was founded in 1885 and is headquartered in Melbourne, Australia.
Advisors' Opinion:- [By Sara Sjolin]
Mining firms, however, lent support to the London benchmark on Tuesday. Shares of heavyweights Rio Tinto PLC (UK:RIO) � (RIO) � (AU:RIO) �and BHP Billiton PLC (UK:BLT) � (BHP) � (AU:BHP) �gained more than 1.5%, and Anglo American PLC (UK:AAL) �climbed 3.1%.
- [By Jonathan Yates]
While there are concerns about a "lost decade" for investors, according to a recent article in The Wall Street Journal, gold is up triple figures over that period, which is bullish for SPDR Gold Shares (NYSE: GLD), Barrick Gold (NYSE: ABX), BHP Billiton (NYSE: BHP), and Wishbone Gold PLC.
Top 10 High Tech Stocks To Own Right Now: EV Energy Partners LP (EVEP)
EV Energy Partners, L.P. (the Partnership) is engaged in the acquisition, development and production of oil and natural gas properties. As of December 31, 2011, the Company's properties were located in the Barnett Shale, the Appalachian Basin (which includes the Utica Shale), the Mid Continent areas in Oklahoma, Texas, Arkansas, Kansas and Louisiana, the San Juan Basin, the Monroe Field in Northern Louisiana, the Permian Basin, Central and East Texas (which includes the Austin Chalk area), and Michigan. On November 1, 2011, the Company acquired oil and natural gas properties in the Mid Continent area. On December 1, 2011, the Company along with certain institutional partnerships managed by EnerVest, acquired oil and natural gas properties in the Barnett Shale. It acquired a 31.02% proportional interest in these properties. On December 20, 2011, the Company, along with certain institutional partnerships managed by EnerVest, acquired additional oil and natural gas properties in the Barnett Shale. It acquired a 31.63% proportional interest in these properties. On February 7, 2012, the Company along with certain institutional partnerships managed by EnerVest, had a second closing on the oil and natural gas properties, and acquired a 31.63% proportional interest in these properties.
Barnett Shale
The Barnett Shale properties are located in Denton, Parker, Tarrant and Wise counties in Northern Texas. Its portion of the estimated net proved reserves as of December 31, 2011, was 647.4 one billion cubic feet equivalent (Bcfe), 72% of which is natural gas. During 2011, the Company drilled 35 wells. EnerVest operates wells representing 100% of its estimated net proved reserves in this area, and the Company owns an average 29% working interest in 976 gross productive wells.
Appalachian Basin
The Company�� activities are concentrated in the Ohio and West Virginia areas of the Appalachian Basin. Its Ohio area properties are producing from the Knox and Clinton f! ormations and other Devonian age sands in 41 counties in Eastern Ohio and 11 counties in Western Pennsylvania. Its West Virginia area properties are producing from the Balltown, Benson and Big Injun formations in 23 counties in North Central West Virginia. Its estimated net proved reserves as of December 31, 2011, were 126.4 Bcfe, 76% of which is natural gas. During 2011, it drilled 33 grosswells, 26 of which were completed. EnerVest operates wells representing 92% of its estimated net proved reserves in this area, and it owns an average 41% working interest in 8,670 gross productive wells.
Mid-Continent Area
The properties are located in 47 counties in Oklahoma, 17 counties in Texas, four parishes in North Louisiana, one county in Kansas and six counties in Arkansas. The Company�� estimated net proved reserves as of December 31, 2011, were 81.2 Bcfe, 63% of which is natural gas. During 2011, it drilled 82 wells, all of which were completed. EnerVest operates wells representing 33% of its estimated net proved reserves in this area, and it owns an average 12% working interest in 1,864 gross productive wells.
San Juan Basin
The properties are located in Rio Arriba County, New Mexico and La Plata County in Colorado. The Company�� estimated net proved reserves as of December 31, 2011, 68.6 Bcfe, 59% of which is natural gas. During 2011, it drilled two wells, one of which were completed. EnerVest operates wells representing 94% of its estimated net proved reserves in this area, and it owns an average 71% working interest in 227 gross productive wells.
Monroe Field
The properties are located in two parishes in Northeast Louisiana. The Company�� estimated net proved reserves as of December 31, 2011, were 60.9 Bcfe, 100% of which is natural gas. During 2011, it drilled one well, which was completed. EnerVest operates wells representing 100% of its estimated net proved reserves in this area, and it owns an average 100% working i! nterest i! n 3,930 gross productive wells.
Permian Basin
The properties are located in the Yates, Seven Rivers, Queen, Morrow, Clear Fork and Wichita Albany formations in four counties in New Mexico and Texas. The Company�� estimated net proved reserves as of December 31, 2011, were 54.1Bcfe, 37% of which is natural gas. During 2011, it did not drill any wells. EnerVest operates wells representing 99% of its estimated net proved reserves in this area, and it owns an average 93% working interest in 160 gross productive wells.
Central and East Texas
The properties produce primarily from the Austin Chalk formation and are located in 30 counties in Central and East Texas. Its portion of the estimated net proved reserves as of December 31, 2011 was 60.9 Bcfe, 46% of which is natural gas. During 2011, the Company drilled 16 gross wells, 15 of which were completed. EnerVest operates wells representing 93% of its estimated net proved reserves in this area, and it owns an average 12% working interest in 1,829 gross productive wells.
Michigan
The properties are located in the Antrim Shale reservoir in Otsego and Montmorency counties in northern Michigan. The Company�� estimated net proved reserves as of December 31, 2011, were 44.9 Bcfe, 100% of which is natural gas. During 2011, it did not drill any wells. EnerVest operates wells representing 99% of its estimated net proved reserves in this area, and it has an average 84% working interest in 370 gross productive wells.
Advisors' Opinion:- [By Matt DiLallo]
Investors in oil and gas MLP EV Energy Partners (NASDAQ: EVEP ) have endured a very rough year. The company's units have been cut by nearly a third since the year started. With units now trading at a much lower price, let's look at three reasons why you might want to add these units to your portfolio.
- [By Robert Rapier]
2013 Performance of Alerian MLP Index versus the S&P 500 Index
While the average MLP investor was probably happy with 2013’s performance, there was of course a wide variation of performance in the MLP world. Among the conventional midstream and upstream MLPs, performance ranged from American Midstream Partners (NYSE: AMID) — the best performing midstream MLP with a gain of 98.5 percent in 2013 — down to the upstream MLP EV Energy Partners (Nasdaq: EVEP), which lost 40 percent for the year.
2013 Performance of American Midstream Partners versus EV Energy Partners
- [By Matt DiLallo]
One area investors really need to drill deeper into is the company's reserve base, which will give you a better idea of how it's producing the income needed to support the large distribution. Today, we're going to drill down into the reserves of EV Energy Partners (NASDAQ: EVEP ) to get a better idea of what an investor is actually buying when adding units to their portfolio.
Top 10 High Tech Stocks To Own Right Now: Hauppauge Digital Inc.(HAUP)
Hauppauge Digital Inc. engages in the design, development, manufacture, and marketing of analog and digital TV tuner products for the personal computer (PC) market in the Americas, Europe, and Asia. It offers video recorder products, such as USB-Live2, a standard definition video recorder used to record video tapes and other types of video into a PC; HD PVR, a high-definition video recorder for making real-time H.264 compressed video recordings at resolutions up to 1080i, and to record old home video tapes into an AVCHD format; and Colossus to record high definition video from a cable TV or satellite set top box, or an Xbox 360 or Sony playstation 3 game console. The company also provides TV receivers, including Broadway that connects to a TV signal and then transmits that TV signal through a Wi-Fi network or the Internet; analog TV tuners to enable a PC user to watch analog cable TV in a resizable window; digital TV receivers and hybrid analog/digital TV receivers, which allow a PC user to watch digital television in a resizable window on a PC or laptop screen; and PCTV TV tuner products that allow users to view television programming on their computers. In addition, it offers non-TV tuner products comprising WinTV application, a PC-based TV watching, pause, and recoding application; WinTV Extend software product, a PC-based Internet video server that streams live TV or other video content to remote devices; Impact video capture board for PC-based video conferencing and video capture in industrial applications; MediaMVP-HD, a Linux-based digital media device that links TV sets and PCs; and MediaMVP to watch and listen to PC-based videos, music, and pictures on a TV set through a home network, as well as provides an on-TV-screen display of media directory listings. The company sells its products through retailers, PC manufacturers, and distributors. Hauppauge Digital Inc. was founded in 1994 and is headquartered in Hauppauge, New York.
Advisors' Opinion:- [By Monica Gerson]
Hauppauge Digital (NASDAQ: HAUP) shares fell 8.70% to touch a new 52-week low of $0.42. Hauppauge Digital shares have dropped 61.02% over the past 52 weeks, while the S&P 500 index has gained 18.17% in the same period.
Top 10 High Tech Stocks To Own Right Now: Big Tree Group Inc (BIGG)
Big Tree Group Inc., formerly Transax International Limited (Transax), incorporated on January 28, 1987, is engaged in the business of toys sourcing, distribution and contractual manufacturing targeting international and domestic distributors and customers in the toys industry. The Company's main business focus is to function as a one stop shop for the sourcing, distribution and specialty manufacturing of toys and related products. The Company conducts these operations through both its BT Brunei and BT Shantou subsidiaries.
The Company sources a wide variety of more than 300,000 toys made of plastic, wood, metal, wool, and electronic materials, primarily targeting at children from infants to teenagers. These toys include, but are not limited to, infant appliances, games, balls, dolls, stuffed toys, transformers, racing track sets, play sets, water toys, and educational toys. The offered toys can be operated by battery, manual power, wire control, remote control, voice control, infrared ray control, and other applications.
The Company's Big Tree Magic Puzzle (3D) cater to consumers ranging from minor children to adults. Big Tree Magic Puzzle (3D) consists of 18 assembly parts made of ABS environmental-friendly plastic materials in multiple shapes including, but not limited to, squares, triangles, right-angled connectors, etc. The Big Tree Magic Puzzle (3D) adopts a plug-in design that goes beyond the traditional planar and linear plug-in to achieve the transformations among the common and unconventional shapes such as diamond, sphere and dynamic warping, etc. Each assembly part offers 10 color choices that encourage children to learn colors and shapes in an interesting and attractive playing environment. The Company has developed over 10 series of Big Tree Magic Puzzle (3D) including about 200 product items.
The Company's customers for the Company's toy sourcing business consist of distributors, trading companies, and wholesalers primarily located in mainland Chi! na, Hong Kong, Europe, South America, Asia and the United States. The Company's Big Tree Magic Puzzle (3D) is marketed directly to consumers in China through the Company's sales locations in Dennis Department Stores and its online store at Taobao Mall (www. Tmall.com).
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Drinks Americas Holdings, Ltd (OTCMKTS: DKAM), 7 Star Entertainment Inc (OTCMKTS: SAEE), Rising India Inc (OTCMKTS: RSII) and Big Tree Group Inc (OTCMKTS: BIGG) have all been attracting attention thanks to paid promotions. Of course, there is nothing wrong with properly disclosed and paid for promotions or investor relation activities, but they can backfire on unwary investors and traders alike. So are stock promoters blowing a bunch of hot air regarding these four small cap stocks or are they actually potential winners? Here is a quick reality check to help you decide:
Top 10 High Tech Stocks To Own Right Now: Enersys (ENS)
EnerSys manufactures, markets, and distributes industrial batteries in the Americas, Europe, the Middle East, Africa, and Asia. It offers reserve power products that are used for backup power for the continuous operation of critical applications in telecommunications systems, uninterruptible power systems applications for computer and computer-controlled systems, and in other specialty power applications, including security systems; starting, lighting, and ignition applications; switchgear and electrical control systems used in electric utilities and energy pipelines; and commercial aircraft, satellites, military aircraft, submarines, ships, and tactical vehicles. The company also offers motive power products that are used to provide power for manufacturing, warehousing, and other material handling equipment, including electric industrial forklift trucks, mining equipment, and diesel locomotive starting and other rail equipment. In addition, it offers industrial battery re lated products, such as chargers, power equipment, and battery accessories, as well as provides related after-market and customer-support services. EnerSys markets and sells its reserve power batteries principally under the ABSL, ABSL Power, ABSL Space, ArmaSafePlus, Cyclon, DataSafe, Genesis, Hawker, Huada, Odyssey, Oerlikon Battery, PowerSafe, and SuperSafe brand names; and motive power batteries primarily under the Douglas Battery, Express, Fiamm Motive Power, General Battery, Hawker, Huada, and Ironclad brand names through a network of distributors, independent representatives, and its internal sales force. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001 to reflect its focus on the energy systems business. EnerSys was founded in 1999 and is headquartered in Reading, Pennsylvania.
Advisors' Opinion:- [By Rich Smith]
This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature a pair of downgrades, for toolmaker Stanley Black & Decker (NYSE: SWK ) and electrical equipment maker EnerSys (NYSE: ENS ) alike. But the news isn't all bad, so before we address those two, let's take a look at why one analyst thinks that...
- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at EnerSys (NYSE: ENS ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is EnerSys doing by this quick checkup? At first glance, OK, it seems. Trailing-12-month revenue decreased 0.3%, and inventory decreased 2.2%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue dropped 3.5%, and inventory shrank 2.2%. Over the sequential quarterly period, the trend looks healthy. Revenue grew 2.7%, and inventory dropped 6.9%. - [By Seth Jayson]
There's no foolproof way to know the future for EnerSys (NYSE: ENS ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.
- [By Michael Flannelly]
Early on Wednesday, industrial battery manufacturer EnerSys (ENS) entered into an agreement to acquire Purcell Systems for $115 million.
EnerSys expects the transaction to be accretive to its earnings by 15 to 20 cents per share in the first year. The company will finance the purchase of the Spokane, Washington-based company with existing cash and credit facilities.
Purcell Systems is a manufacturer of “thermally managed electronic equipment and battery cabinet enclosures for customers globally in telecommunication, broadband, utility, rail and military applications.”
EnerSys shares were inactive during pre-market trading on Wednesday. The stock is up 48.1% year-to-date.
Top 10 High Tech Stocks To Own Right Now: Watson Pharmaceuticals Inc.(WPI)
Watson Pharmaceuticals, Inc., a specialty pharmaceutical company, engages in the development, manufacture, marketing, sale, and distribution of generic and brand pharmaceutical products in the United States, western Europe, Canada, Australasia, Asia, South America, and South Africa. The company offers its products for therapeutic categories, such as central nervous system, cardiovascular, hormones and synthetic substitutes, anti-infective agents, and urology. It operates in three segments: Global Generics, Global Brands, and Distribution. The Global Generics segment develops, manufactures, and sells generic pharmaceutical products, as well as distributes generic versions of third parties? brand products. This segment offers various dosage forms, such as oral solids, transdermals, injectables, inhalation products, and transmucosals for indications, including pregnancy prevention, pain management, depression, hypertension, and smoking cessation. The Global Brands segment pr omotes and co-promotes Rapaflo, Gelnique, Trelstar, Androderm, Crinone, ella, INFeD, Generess, sodium ferric gluconate, AndroGel, and Femring branded products; and markets its products through sales professionals. It also sells various non-promoted products. The Distribution segment distributes generic and select brand pharmaceutical products, vaccines, injectables, and over-the-counter medicines to independent pharmacies, alternate care providers, pharmacy chains, and physicians? offices. The company sells its generic and brand pharmaceutical products primarily to drug wholesalers, retailers, and distributors, including national retail drug and food store chains, hospitals, clinics, mail order, government agencies, and managed healthcare providers, such as health maintenance organizations and other institutions. Watson Pharmaceuticals, Inc. was founded in 1983 and is headquartered in Parsippany, New Jersey.
Advisors' Opinion:- [By Louis Navellier]
Actavis Plc is one of the world’s largest generic drugmakers. For the past three decades, this company was known as Watson Pharmaceuticals (WPI), but the company rebranded itself as Actavis in 2013. With a portfolio of over 190 pharmaceutical product families, Actavis has its name on everything from antibiotics to contraceptives to smoking cessation treatments.
- [By Holly LaFon] n Pharmaceuticals stock has been on a decidedly upward trajectory in the last five years, increasing 108 percent. It became slightly cheaper in 2011, however. Dalio has been trading the stock for years but most recently he bought 314,360 shares at about $65 per share in the fourth quarter of 2011 after the stock had ventured off of its 52-week high of $73.35 it climbed to in the middle of the year.
Watson has a long-term record of profitability and growth, with an 11.9% 10-year revenue per share growth rate and 14.2% 10-year free cash flow per share growth rate.
Though the stock price declined in late 2011, the company in November reported double-digit net revenue and earnings growth. The company also announced that month an exclusive agreement with Pfizer Inc. (PFE) to launch a generic version of Lipitor, the world�� best-selling drug in the history of pharmaceuticals. It also received approval from the FDA to start producing a generic version of the birth control drug Yaz that month, a drug with sales of $173 million in the 12 months ending Sept. 30, 2011.
In February, Watson announced a full-year 2011 net revenue increase of 29 percent and EPS increase of 39 percent, due in large part to the successful launch of a total of 189 generic products globally for the year. Currently it is using its strong cash position to invest in growth markets, Canada and European operations.
In spite of the good news and increasing its full-year revenue forecast by $100 million to about $5.4 billion, the stock is up just 0.05 percent year to date.
Dalio�� next largest purchase was Berkshire Hathaway Inc. (BRK.B), and three new buys: BCE Inc. (BCE), The Goldman Sachs Group Inc. (GS), and Peabody Energy Corp. (BTU).
Dalio staking over 32 percent of his fund in emerging markets is tantamount to a forecast that emerging markets will outperform from the macro guru. His other top purchases have clear growth prospects. To see more of what Dalio
No comments:
Post a Comment