Hot Logistics Stocks To Watch For 2015

JB Hunt (NASDAQ: JBHT  ) will release its quarterly report next Monday, and the trucking and logistics company has performed impressively in recent months as economic activity within the U.S. has picked up. Even though its competitors tend to draw more attention, JB Hunt's stock has climbed to all-time record highs as investors see the long-term importance of transport to the health of the overall economy and believe that JB Hunt earnings will rise in tandem with economic growth.

But JB Hunt faces plenty of challenges in its quest to dominate its industry. Will the company be able to produce the earnings growth necessary to justify its current valuation? Let's take an early look at what's been happening with JB Hunt over the past quarter and what we're likely to see in its quarterly report.

Stats on JB Hunt

Analyst EPS Estimate

$0.74

Hot Logistics Stocks To Watch For 2015: CACI International Inc. (CACI)

CACI International Inc, through its subsidiaries, provides information solutions and services to the U.S. federal government and commercial markets in North America and internationally. The company offers enterprise information technology (IT) solutions and services for the design, development, integration, deployment, operations and management, sustainment, and security of clients� infrastructure; information solutions and services that automate the knowledge management lifecycle; and enterprise-level system solutions in the domain of procurement, financial, human capital, logistics, and supply chain management. It also offers intelligence, surveillance, and reconnaissance solutions; command and control solutions to support military, homeland security, law enforcement, border security, emergency response, and disaster relief missions; and develops and manages logistics information systems, and simulation and modeling toolsets, as well as provides logistics engineering se rvices. In addition, the company offers cyber security services that support preparing for, protecting against, detecting, reacting, and responding to the cyber threats; integrated security solutions and services for mitigating and countering the effects of natural, technological, and man-made hazards; geospatial solutions relating to defense, intelligence, homeland security, and commercial applications; and government investigation and litigation support solutions. Further, it provides healthcare IT solutions; identity management solutions; program management, and system engineering and technical assistance services to government program offices; mobility solutions and services; and planning, design, implementation, and management solutions that resolve technical or business needs for commercial and government clients in the telecommunications, education, financial services, healthcare services, and transportation sectors. The company was founded in 1962 and is headquartere d in Arlington, Virginia.

Advisors' Opinion:

• [By Seth Jayson]

  Calling all cash flows
  When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on CACI International (NYSE: CACI  ) , whose recent revenue and earnings are plotted below.

Hot Logistics Stocks To Watch For 2015: Zicom Group Ltd (ZGL.AX)

Zicom Group Limited engages in the manufacture and sale of deck machinery, offshore structures, fluid metering stations, process plants, foundation equipment and concrete mixers, and precision engineered machinery and services to the offshore marine, oil and gas, construction, electronics, biomedical, and agriculture industries. The company offers deck machinery and equipment, including winches, windlasses, capstans, deck cranes, derricks, cable laying and life boat davits, shark jaws, and towing pins; oil and gas equipment, such as fluid regulating and metering stations, and water bath heaters; transit concrete mixers; and foundation equipment, which include vibratory piling hammers, impact piling hammers, boring machines, and vibroflots. It also provides precision engineered and automation equipment comprising turn-key automated production lines, semi-conductor and electronic equipment, bio-medical equipment, equipment and modular components, and precision machining, as well as production integration systems solutions consisting of production jigs. In addition, the company offers industrial and mobile equipment, including hydraulic systems drives and special purpose hydraulically driven industrial machineries; and geotechnical equipment, as well as production integration solutions and hydraulic system services. It operates in Australia, Malaysia, Singapore, China, Bangladesh, Thailand, the United States, and internationally. The company was founded in 1978 and is headquartered in Singapore.

Hot Performing Companies To Own For 2015: Cinemark Holdings Inc(CNK)

Cinemark Holdings, Inc. and its subsidiaries engage in the motion picture exhibition business. As of June 30, 2011, it operated 436 theatres with 4,983 screens in 39 states of the United States, as well as in Brazil, Mexico, and 11 other Latin American countries. The company is headquartered in Plano, Texas.

Advisors' Opinion:

• [By Rich Smith]

  As movie-theater operator Cinemark (NYSE: CNK  ) exits the Mexican market, another "gringo" is expanding to fill the gap -- from even farther north of the border.

Hot Logistics Stocks To Watch For 2015: Hindalco Industries Ltd (HINDALCO)

Hindalco Industries Limited is an aluminum rolling company. The Company is a producer of aluminum and copper. The Company�� aluminum units encompass the gamut of operations, from bauxite mining, alumina refining and aluminum smelting to downstream rolling, extrusions, foils, along with captive power plants and coal mines. The Company operates in two segments: Aluminum and Copper. Aluminum consists of hydrate and alumina, aluminum and aluminum product. Copper consists of continuous cast copper rods, copper cathode, sulphuric acid, dap & complexes, gold and silver. The Company�� projects include Greenfield projects and Brownfield projects. Its Greenfield expansion projects include Mahan Aluminum Project, Aditya Alumina and Aluminum Project, Utkal Alumina Project and Jharkhand Aluminum Project. Its Brownfield projects include Primary metal and Alumina capacity.

Hot Logistics Stocks To Watch For 2015: Siebert Financial Corp.(SIEB)

Siebert Financial Corp., through its subsidiary, Muriel Siebert & Co., Inc., engages in the retail discount brokerage and investment banking operations in the United States. The company provides Internet and traditional discount brokerage and related services to retail investors; independent retail execution services; and retail customer services. It also offers various self-directed retirement accounts, for which it acts as agent on various transactions; and lends customers a portion of the market value of certain securities held in the customer?s account through its clearing agent. In addition, the company, through its other subsidiary, Siebert Woman?s Financial Network, Inc., provides products, services, and information to serve women?s financial needs. Further, Siebert Financial Corp. offers equity execution services on an agency basis, as well as equity and fixed income underwriting and investment banking services to institutional investors, and issuers of equity a nd fixed-income securities. The company provides its discount brokerage services through a broker on the telephone, through a wireless device, or via the Internet. It maintains seven retail discount brokerage offices in New York; Jersey City, New Jersey; Boca Raton, Surfside, West Palm Beach, and Naples, Florida; and Beverly Hills, California. The company was founded in 1886 and is headquartered in New York, New York.

Advisors' Opinion:

• [By Jon C. Ogg]

  Muriel Siebert, founder of Siebert Financial Corp. (NASDAQ: SIEB), passed away over the weekend. Many new investors may not know her nor may they know just how important and influential she was on Wall Street and in the financial services industries. Ms. Siebert died at the age of 80 years old, and we wanted to list some of her accomplishments that have led to at least more equality among women in what had been a men-only club before she came on the stage.

Hot Logistics Stocks To Watch For 2015: HRT Participacoes em Petroleo SA (HRTPY)

HRT Participacoes em Petroleo SA, formerly BN 16 Participacoes Ltda, is a Brazil-based holding company engaged in the oil and gas industry. The Company is primarily involved in the exploration and production (E&P) of oil and natural gas in Brazil and Namibia. Through its subsidiaries, it is active in the geophysical and geological research, exploration, development, production, import, export and sale of oil and natural gas, as well as in the provision of air logistics services in transporting people and equipment related to oil and gas activities in the exploratory campaign in the Solimoes Basin. As of December 31, 2011, the Company had seven subsidiaries, including Integrated Petroleum Expertise Company Servicos em Petroleo Ltda (IPEX), HRT O&G Exploracao e Producao de Petroleo Ltda, HRT Netherlands BV, HRT America Inc, HRT Africa, HRT Canada Inc and Air Amazonia Servicos Aereos Ltda.

Hot Logistics Stocks To Watch For 2015: Avago Technologies Limited(AVGO)

Avago Technologies Limited engages in the design, development, and supply of analog semiconductor devices with a focus on III-V based products. Its product portfolio comprises RF amplifiers, RF filters, RF front-end modules, ambient light sensors, light emitting diodes, low noise amplifiers, mm-wave mixers, optical finger navigation products, diodes, fiber optic transceivers, serializer/deserializer ASICs, motion control encoders and subsystems, optocouplers, and optical mouse sensors. The company?s products are used in cellular phones, consumer appliances, data networking and telecommunications equipment, enterprise storage and servers, renewable energy and smart power grid, factory automation, displays, optical mice, printers, voice and data communications, keypad and display backlighting, backlighting control, base stations, storage area networking, in-car infotainment, lighting, motor controls, power supplies, and optical disk drives applications. It markets its produ cts through a network of distributors and its direct sales force worldwide. The company sells approximately 6,500 products to original equipment manufacturers of wireless communications, wired infrastructure, industrial and automotive electronics, and consumer and computing peripherals markets. Avago Technologies Limited was founded in 2005 and is based in Singapore.

Advisors' Opinion:

• [By Paul Ausick]

  Avago Technologies Ltd. (NASDAQ: AVGO) has a Sterne Agee price target of $65.00 and closed on Friday at $51.65 in a 52-week range of $30.57 to $54.54. The upside potential is 25.8%. The Thomson Reuters consensus estimate for fiscal 2014 earnings per share (EPS) is $3.34 and the 2015 EPS estimate is $3.81. The 2015 price-to-earnings (P/E) ratio works out to 13.56, and Sterne Agee sees a “secular tailwind” for the stock from a variety of drivers. The stock was trading down about 5% in premarket trading Monday morning.

• [By Rick Munarriz]

  Avago Technologies (NASDAQ: AVGO  ) also knows where to go. The supplier of analog semiconductor devices declared a quarterly distribution of $0.21 a share on Thursday, 11% ahead of its earlier rate. It may not seem like much of a boost, but Avago has managed to increase its payout every quarter since initiating a dividend policy less than three years ago.

• [By Evan Niu, CFA]

  Analog component supplier Avago Technologies (NASDAQ: AVGO  ) is acquiring CyOptics, a maker of optical chip and component technologies for the telecommunications industry, for $400 million in cash, the company announced today.

• [By Paul Ausick]

  Notable earnings reports currently on tap for next week: Qihu 360 Technology Co. Ltd. (NASDAQ: QIHU), Avago Technologies Ltd. (NASDAQ: AVGO), LDK Solar Co. Ltd. (NYSE: LDK), Tiffany & Co. (NYSE: TIF), Joy Global Inc. (NYSE: JOY), Campbell Soup Co. (NYSE: CPB), JA Solar Holdings Co. Ltd. (NASDAQ: JASO), Krispy Kreme Doughnuts Inc. (NYSE: KKD), and ReneSola Ltd. (NYSE: SOL).

Hot Logistics Stocks To Watch For 2015: Micron Technology Inc.(MU)

Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.

Advisors' Opinion:

• [By Monica Gerson]

  Analysts are expecting Micron Technology (NASDAQ: MU) to have earned $0.25 per share on revenue of $2.71 billion in the fourth quarter. Micron shares rose 1.10% to $18.35 in after-hours trading.

Hot Logistics Stocks To Watch For 2015: American Select Portfolio Inc.(SLA)

American Select Portfolio Inc. is a close ended fixed income mutual fund launched and managed by FAF Advisors, Inc. It is co-managed by Nuveen Fund Advisors, Inc. and Nuveen Asset Management, LLC. The fund invests in the fixed income markets of the United States. It primarily invests in mortgage-related assets that directly or indirectly represent a participation in or are secured by and payable from mortgage loans. The fund has an overall credit quality of BBB. It benchmarks the performance of its portfolio against the Lehman Brothers Mutual Fund Government/Mortgage Index. The fund will not invest in inverse floaters, principal-only securities, interest-only securities, inverse interest-only securities, Z-bonds. American Select Portfolio Inc. was formed on September 21, 1993 and is domiciled in the United States.

Hot Logistics Stocks To Watch For 2015: Compass Gold Corporation (CVB.V)

Compass Gold Corporation, an exploration stage company, focuses on gold exploration in Africa. It holds an option to acquire an indirect 51% working interest in 4 gold exploration permits, including the Yanfolia license covering 250 square kilometres in south Mali; the Dandoko license covering an area of 134 square kilometres located in west Mali; the Kolondieba permit covering 250 square kilometres in south Mali; and the Solabougouda license covering an area of 250 square kilometres in south Mali. The company, formerly known as Nordic Gold Corporation, is based in Vancouver, Canada.

Hot Logistics Stocks To Watch For 2015: Mistras Group Inc (MG)

Mistras Group, Inc. provides technology-enabled asset protection solutions to evaluate the structural integrity and reliability of critical energy, industrial, and public infrastructure worldwide. It provides traditional non-destructive testing (NDT) services; advanced NDT services; and mechanical integrity services. The company also offers software solutions, including Plant Condition Monitoring Software and Systems, an enterprise software that allows its customers for the warehousing and analysis of data. In addition, it provides Advanced Data Analysis Pattern Recognition and Neural Networks software, which enables acoustic emission (AE) experts to develop automated remote monitoring systems; AE Software Platform, a windows based real time application software; Loose Parts Monitoring Software program for monitoring, detecting, and evaluating metallic loose parts in nuclear reactor coolant systems; and Automated UT and Imaging Analysis Software for analyzing ultrasonic in spection data, and visualizing and identifying the location and size of flaws. Further, the company�s technology packages include TANKPAC for tank inspections; POWERPAC for monitoring discharges in critical power grid transformers; and Acoustic Combustion Turbine Monitoring System, an on-line system to detect stator blade cracks in gas turbines. Additionally, it offers digital radiographic systems to solve specific industrial problems; AE sensors, instruments, and turn-key systems, as well as leak monitoring and detection systems; ultrasonic equipment; vibration sensing products; and on-line monitoring services. Mistras Group, Inc. was founded in 1978 and is headquartered in Princeton Junction, New Jersey.

Advisors' Opinion:

• [By Wallace Witkowski]

  Stock in Mistras Group Inc. (MG) �rose 6.9% to $23.99 on light volume after the company raised its revenue outlook for the year to a range of $590 million to $615 million. Analysts expected $592.1 million.

• [By Monica Gerson]

  Mistras Group (NYSE: MG) is expected to post its Q1 earnings at $0.12 per share on revenue of $130.10 million.

  Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

Hot Logistics Stocks To Watch For 2015: Mt Dimer Gold Mines(MDG.AX)

Medtech Global Limited engages in the development of healthcare technologies in New Zealand and Australia. It offers Medtech32, a clinical management solution utilized in primary healthcare applications; Medtech Evolution, an enterprise health management system used for medical practices, hospitals, and managed service and corporate health service providers; ManageMyHealth, a clinical and health portal that enables the individuals to manage their healthcare needs; MD Analyze, which creates clinical registries for surgeons and other specialist consultants; Linktech, a data mining and aggregation tool that allows population-based health analysis; and Medtech Clinical Audit Tool, a clinical audit system, which analyzes patient data. The company also provides tools for the management of chronic diseases, such as cardiovascular disease and diabetes; Specialty Registries; and Clinical Knowledge Management that allows clinicians to customize data collection. In addition, it offer s solutions for depression and geriatric health; prototypes and software solutions for the management of mental health, including Talking Therapy modules for the primary mental health sector and mental health referral pathways; and a solution that provides an electronic record of the sports person?s medical history and injury management. Further, the company offers data services comprising data conversion, data extract/splits/merge, and data repair; digitization services, which converts medical records into an electronic format; medical billing services, such as medical claims processing, billing, and collections and coding; medical transcription services to clinics, hospitals, physician practices, outpatient clinics, rehabilitation facilities, long term care facilities, and other health related organizations; and healthcare consultancy and training services. The company was founded in 1980 and is based in Auckland, New Zealand. Medtech Global Limited is a subsidiary of Cer eus Holdings Ltd.

Hot Logistics Stocks To Watch For 2015: General Cable Corporation (BGC)

General Cable Corporation designs, develops, manufactures, markets, and distributes copper, aluminum, and fiber optic wire and cable products worldwide. The company offers electric utility products, such as low- and medium-voltage distribution cables; high- and extra-high voltage power transmission cable products; bare overhead conductors; and submarine transmission and distribution cables, as well as provides design, integration, and installation services for products, such as high and extra-high voltage terrestrial and submarine systems. It also offers electrical infrastructure products, including rubber and plastic jacketed wires and cables, ignition wire sets, and cable wire harnesses, as well as industrial power, rail and mass transit, shipboard, oil and gas, mining, and alternative energy power generation cables. In addition, the company provides communications products comprising high-bandwidth twisted copper and fiber optic, multi conductor and pair fiber and coppe r networking, telecommunications exchange, coaxial, and low detection profile cables, as well as submarine cable systems, submarine networks, and offshore integration systems. Further, it provides construction products consisting of construction, flexible cords, and flame retardant cables, as well as rod mill products, including copper and aluminum rods. The company serves energy, industrial, construction, specialty, and communications markets. General Cable Corporation was founded in 1992 and is headquartered in Highland Heights, Kentucky.

Advisors' Opinion:

• [By Sally Jones]

  General Cable Corporation (BGC): Reduced

  Up 10% over 12 months, General Cable has a market cap of $1.53 billion; its shares were traded at around $30.94 with a P/E ratio of 191.00 and a P/B of 1.20. The dividend yield of BGC is 1.17%.

• [By Damian Illia]

  Finally, I always like to see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the return on equity. The ratio has decreased when compared to its ROE from the same quarter one year prior. Currently, a ROE of 45.9% is higher than all the 1,805 companies in the Diversified Industrials industry. Competitors such General Cable Corp. (BGC) has a very low ROE of 0.3% which is clearly not attractive. An alternative could be Belden Inc. (BDC) with a positive ROE of 24%.