Offshore drillers like Transocean (RIG), Seadrill (SDRL) and Noble (NE) have gotten pounded this year. Is it time to buy? Well, if not that, at least its time to become less bearish, say the folks at BMO Capital Markets, who upgraded the shares of Transocean, Seadrill, Diamond Offshore (DO), Ensco (ESV), Noble, Rowan (RDC) and Atwood Oceanics (ATW).
BloombergBMO Capital Markets’ Alan Laws and Peyton Mason explain why they see better times ahead of offshore-drilling stocks:
We are upgrading the offshore drillers to Market Perform from Underperform given what we view as a better risk/reward balance over next 6 to 12 months. We believe the stocks largely discount the weakness seen/expected in the industry in 2014/2015 with consensus estimates now reflecting the anticipated level of day rate reductions. Recent fixtures, while likely negotiated in 2013, suggest activity is resuming (albeit slowly), and we expect this to increase as ��learing house��rates are reached for producer cost containment. In other words, the potential for a surprise demand uptick now outweighs already price- in risks of further weakening, in our view. In our view, the largest risk to our upgrade today is being a bit early given what could be a longer drawn-out return to activity. That said we want to be positioned for the technical inflection like the land rigs in fall 2012. Stock downside appears limited with an already negative bias in expectations and ultimately investor fatigue with the thesis. Fundamental valuation metrics (PE and P/BV) also suggest trough levels. We think differentiation (vs. being viewed as one group) is likely to become more pronounced in a bounce, and we prefer ATW and ESV over peers. While other subsectors in Oil Services remain more attractive today, we believe value and contrarian investors should start kicking tires.
Top 10 Dividend Companies To Invest In 2015: AT & S Austria Technologie & Systemtechnik AG (AUS)
AT & S Austria Technologie & Systemtechnik AG (AT&S) is an Austria-based company that is principally engaged in the production of printed circuit boards. The Company is divided into three core business units: Mobile Devices; Automotive, and Industrial. The Company�� product assortment ranges from single- and double-sided printed circuit boards to multilayer printed circuit boards. They are used as electromechanical linking elements, mainly in the telecommunication sector, automobile industry and medical technology applications, as well as defense and aerospace. AT&S operates production sites in Austria, India, China and Korea. It also maintains international sales offices, based in Austria, Ireland, Germany, the Czech Republic, France, Hungary and Belgium. As of March 31, 2011, the Company operated through its subsidiaries in India, Germany, Austria, China, Hong Kong, Japan, South Korea, Taiwan and the United States. Advisors' Opinion:- [By Triska Hamid]
Professors at the American University of Sharjah (AUS) are also looking at dental care with braces imbedded with a chip that monitor the movement of the fixtures and will communicate with the dentist's office if any of them are separated from the teeth.
Top 10 Oil Service Companies To Invest In 2014: Fidia SpA (FDA)
Fidia SpA is an Italy-based company primarily engaged in the production of numerical controls and machine tools. The Company�� activities are divided into three main business lines. In the High-speed Milling Systems, it is involved in the production and sale of milling heads kits and cutting-edge equipment. Through the Numerical Controls, Dives and Software sector, it is active in the manufacture of numerical controls for milling systems, as well as in the development and distribution of computer-aided design (CAD) and computer-aided manufacturing (CAM) software. The After-sales Service sector includes the provision of technical services, sale of spare parts and scheduled maintenance contracts. The Company operates in Germany, France, Brazil, China, Poland and India, among others. Advisors' Opinion:- [By Rahul Chattaraj]
Every year more and more people are becoming health conscious and healthcare is one such industry which I feel can never be in slump. It�� is just brilliant of Apple to embed a hardware in a smartphone which will be able to cash on this opportunity. The iPhone 5S already has the hardware components to support the Healthbook app and once the iOS 8 is released for the next iPhone model and upgrades are available for the iPhone 5S, Apple will be poised to see huge surge in the demand for its devices. Certain incidents such as the top Apple executives meeting the US Food and Drug Administration (FDA), and former Mashimo Corp. Chief Medical Officer Michael O'Reilly joining Apple are clearly hinting that the company�� mobile health dreams will very soon turn into reality.
- [By Steven Silver]
Its Apremilast is currently under Food and Drug Administration (FDA) review for the anti-inflammatory condition, psoriatic arthritis, and has also shown promise in such indications as psoriasis and ankylosing spondylitis.
Top 10 Oil Service Companies To Invest In 2014: Cytokinetics Incorporated(CYTK)
Cytokinetics, Incorporated, a clinical-stage biopharmaceutical company, engages in the discovery and development of small molecule therapeutics that modulate muscle function for the potential treatment of serious diseases and medical conditions. It primarily offers omecamtiv mecarbil, a cardiac muscle myosin activator, which is in Phase I/IIa clinical trials for the treatment of heart failure; CK-2017357, which is a Phase IIa clinical trials for the treatment of amyotrophic lateral sclerosis; and CK-2066260, a fast skeletal muscle sarcomere activator for the treatment of diseases and conditions associated with muscle weakness or wasting. The company?s cancer treatment products under development stage comprise ispinesib, SB-743921, and GSK-923295. It has a strategic alliance with Amgen Inc. to discover, develop, and commercialize novel small molecule therapeutics that activate cardiac muscle contractility for applications in the treatment of heart failure. The company was founded in 1997 and is headquartered in South San Francisco, California.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, clinical-stage biopharmaceutical company Cytokinetics (NASDAQ: CYTK ) has received a distressing two-star ranking.
- [By John Udovich]
Small cap ALS and stem cell stock�Brainstorm Cell Therapeutics Inc (NASDAQ: BCLI) surged 22.68%�ahead if its Monday ice bucket challenge when they will release the final results from�a phase 2a clinical trial���meaning its worth taking a closer look at the stock along with the performance of stem cell stocks or ALS stocks like Cytokinetics, Inc (NASDAQ: CYTK), Neuralstem, Inc (NYSEMKT: CUR) and NeoStem Inc (NASDAQ: NBS). However, Brainstorm Cell Therapeutics does have a history of being the subject of paid promotions and/or investor relations activities when it was trading on the OTC.
Top 10 Oil Service Companies To Invest In 2014: Spdr S&P Pharmaceuticals Etf (XPH)
SPDR S&P Pharmaceuticals Exchange Traded Fund (The Fund) seeks to replicate as closely as possible, before expenses, the performance of an index derived from the pharmaceuticals segment of a United States total market composite index. The Fund uses a passive management strategy designed to track the total return performance of the S&P Pharmaceuticals Select Industry Index (the Pharmaceuticals Index).
The Pharmaceuticals Index represents the pharmaceuticals sub-industry portion of the S&P TMI. The S&P TMI tracks all the United States common stocks listed on the New York Stock Exchange (NYSE), American Stock Exchange (AMEX), National Association of Securities Dealers Automated Quotation (NASDAQ) National Market and NASDAQ Small Cap exchanges.
Advisors' Opinion:- [By Selena Maranjian]
Exchange-traded funds offer a convenient way to invest in sectors or niches that interest you. If you'd like to add some pharmaceutical stocks to your portfolio, the SPDR S&P Pharmaceuticals ETF (NYSEMKT: XPH ) could save you a lot of trouble. Instead of trying to figure out which companies will perform best, you can use this ETF to invest in lots of them simultaneously.
The basics
ETFs often sport lower expense ratios than their mutual fund cousins. The SPDR ETF's expense ratio -- its annual fee -- is a relatively low 0.35%.
This ETF has trounced the world markets over the past three and five years. As with most investments, of course, we can't expect outstanding performances in every quarter or year. Investors with conviction need to wait for their holdings to deliver.
Top 10 Oil Service Companies To Invest In 2014: Banco Santander Brasil SA (BSBR)
Banco Santander (Brasil) S.A. (Santander Brasil), incorporated on August 9, 1985, is a full-service bank in Brazil. The Bank operates its business along three segments: Commercial Banking, Global Wholesale Banking and Asset Management and Insurance. Through its Commercial Banking segment, the Bank offers traditional banking services, including checking and savings accounts, home and automobile financing, unsecured consumer financing, checking account overdraft loans, credit cards and payroll loans to mid- and high-income individuals and corporations (other than to its Global Banking and Markets clients). Its Global Wholesale Banking segment provides financial services and solutions to a group of approximately 700 local and multinational conglomerates, offering such products as global transaction banking, syndicated lending, corporate finance, equity and treasury. Through its Asset Management and Insurance segment, the Company manages fixed income, money market, equity and multi-market funds and offers insurance products complementary to its core banking business to its retail and small- and medium-sized corporate customers.
Lending Activities
As of December 31, 2010, the Bank�� total loans and advances to customers equaled R$160.6 billion (42.9% of its total assets). Net of allowances for credit losses, loans and advances to customers equaled R$151.4 billion as of December 31, 2010 (40.4% of its total assets). In addition to loans, it had outstanding R$93.5 billion as of December 31, 2010.
Substantially all of its loans are to borrowers domiciled in Brazil and are denominated in reais. Its commercial, financial and industrial loans include primarily loans to small and medium-sized enterprises (SMEs) in its Commercial Banking segment, and to Global Banking and Markets corporate and business enterprise customers in its Wholesale Global Banking segment. The principal products offered to SMEs in this category include revolving loans, overdraft facilities, installme! nt loans, working capital and equipment finance loans. Credit approval for SMEs is based on customer income, business activity, collateral coverage and internal and external credit scoring tools. Collateral on commercial, financial and industrial lending to SMEs generally includes receivables, liens, pledges, guarantees and mortgages, with coverage generally ranging from 100% to 150% of the loan value depending on the risk profile of the loan. Its Wholesale Global Banking customers are offered a range of loan products ranging from typical corporate banking products (installment loans, working capital and equipment finance loans) to more sophisticated products (derivative and capital markets transactions).
The Bank�� Real estate-construction loans include construction loans made principally to real estate developers that are SMEs and corporate customers in its Wholesale Global Banking Segment. Loans in this category are generally secured by mortgages and receivables, though guarantees may also be provided as additional security. Real estate-mortgage loans include loans on residential real estate to individuals. All loans granted under this category are secured by the financed real estate. Installment loans to individuals consist primarily of unsecured personal installment loans (including loans whose payments are automatically deducted from a customer�� payroll), revolving loans, overdraft facilities, consumer finance facilities and credit cards. Lease financing includes primarily automobile leases and loans to individuals. The vehicle financed acts as collateral for the particular loan granted.
Investment Activities
The Bank�� investments include Government securities-Brazil, Government securities-other countries and other debt securities. As of December 31, 2010, the book value of the investment securities was R$84.7 billion (representing 22.6% of its total assets). Brazilian government securities totaled R$55.8 billion, or 65.9% of the Bank�� investment! securiti! es as of December 31, 2010. As of December 31, 2010, the Bank held no securities of single issuers or related group of companies whose aggregate book or market value exceed 10% of stockholders��equity, other than Brazilian government securities, which represented 76.9% of its stockholders��equity.
Sources of Funds
The Bank offers its customers a variety of deposit products, such as current accounts (also referred to as demand deposits), which do not bear interest; traditional savings accounts, which earn the Brazilian reference rate for savings accounts (taxa referencial) plus 0.5% per month, as set by the federal government, and time deposits, which are represented by certificates of bank deposits (CDBs), which normally have a maturity of less than 36 months and earn interest at a fixed or floating rate. In addition, it accepts deposits from financial institutions as part of its treasury operations, which are represented by certificates of interbank deposit CDIs, and which earn the interbank deposit rate.
Advisors' Opinion:- [By Jake L'Ecuyer]
Banco Santander (Brasil) SA (NYSE: BSBR) shares were also up, gaining 12.46 percent to $6.50 on Q1 results. The company reported Q1 recurring net income of 1.427 billion reais ($637 million).
Top 10 Oil Service Companies To Invest In 2014: Discovery Communications Inc(DISCA)
Discovery Communications, Inc. operates as a non fiction media and entertainment company worldwide. The company provides original and purchased programming across various distribution platforms. Its content covers science, exploration, survival, natural history, sustainability of the environment, technology, docu-series, anthropology, paleontology, history, space, archaeology, health and wellness, engineering, adventure, lifestyles, forensics, civilization, and current events. The company owns and operates nine national television networks in the United States, including Discovery Channel, TLC, Animal Planet, Science Channel, Investigation Discovery, Military Channel, Planet Green, Discovery Fit & Health, and Velocity. Discovery Communications also has interests in Oprah Winfrey Network, a pay-television network and Web site; The Hub that features original programming, game shows, and live-action series and specials; and 3net, a three-dimensional network. In addition, it o ffers network branded Web sites, and mobile and video-on-demand services; and distributes various national and pan-regional television networks. Further, the company develops and sells curriculum-based products and services to public and private K-12 schools, such as access to an online VOD service that includes curriculum-based tools, professional development services, and student assessment and publication of hardcopy curriculum-based content; and postproduction audio services to motion picture studios, independent producers, broadcast networks, cable channels, advertising agencies, and interactive producers. As of December 31, 2011, it operated approximately 150 distribution feeds in 40 languages. The company is headquartered in Silver Spring, Maryland.
Advisors' Opinion:- [By Patricio Kehoe] d that precise strategy and now owns several cable networks available in over 200 countries worldwide. The national and pan-regional networks, distributed through 130 feeds and in 40 languages, have established this media firm in virtually every market. So, let�� take a look at what might have encouraged investment gurus Ron Baron (Trades, Portfolio) and Lee Ainslie (Trades, Portfolio) to add more of this company�� shares to their portfolio.�
Working Through the Niche
As the niche cable network provider in the media industry, Discovery�� flagship channel addresses topics like science, technology, history and exploration. With TLC, Animal Planet and Discovery as the three key domestic channels, the company reaches 100 million households, and despite the mature U.S. market, sales have grown 6% and revenue 10% in fiscal 2013. This is mainly due to the media giant�� unique content programming and line-up refreshments. Hit shows like Shark Week, for example, have become so popular through advertising that the network experienced in 2013 its all-time best viewership with over 50 million viewing rates during one episode. The men�� lifestyle cable network, Velocity, also experienced a 30% viewership increase in quarter four of 2013, and is now the fastest-growing network in that segment.��
Furthermore, in addition to the namesake channels, Discovery also owns Investigation Discovery, The Learning Channel, a 50% stake in Oprah Winfrey�� new cable channel OWN, and The Hub, a children�� network created with Hasbro Inc. (HAS). The strong universal appeal of content which transcends cultures and languages, add a differential value to this company and has allowed international distribution across multiple media platforms. In fact, 100% content ownership gives this firm a competitive advantage, as it can seek benefits from non-traditional content distribution. With companies like Netflix Inc. (NFLX)�or Amazon.com Inc. (AMZN) looking to push t
- [By Jake Mann]
In 2015, I will be paying close attention the media sector...I have highlighted several stocks in 2014 that I thought were winners in the sector going forward with AMC Networks Inc (NASDAQ: AMCX), Discovery Communications Inc. (NASDAQ: DISCA), Starz (NASDAQ: STRZA), and Crown Media Holdings, Inc (NASDAQ: CRWN) the ones I like best.
Top 10 Oil Service Companies To Invest In 2014: Digi International Inc.(DGII)
Digi International Inc. engages in the provision of machine to machine networking products and solutions to connect, monitor, and control of local or remote physical assets by electronic means. It offers a range of embedded products, including modules, single board computers, chips, satellite communication devices, and software and development tools; and non embedded products comprising cellular products, serial servers, console servers, universal serial bus connected products, serial cards, and wireless communication adaptors. The company also provides wireless product design and development services to provide wireless networking products. In addition, it offers iDigi, a cloud-based Internet platform to connect enterprise applications to remote electronic devices. The company sells its products through a network of distributors, systems integrators, and value added resellers for a range of businesses and institutions, as well as to original equipment manufacturers primar ily in North America, Europe, the Middle East, Africa, Asia, and Latin America. It has strategic alliances with VMware, Ember, Freescale, Qualcomm, Ericsson, Itron, AT&T, Sprint, Verizon, Bell Mobility, and Rogers. The company was founded in 1985 and is headquartered in Minnetonka, Minnesota.
Advisors' Opinion:- [By John Kell]
Digi International Inc.'s(DGII) fiscal first quarter earnings fell, as high costs masked a slight rise in revenue. The wireless-product provider’s results were well-below the company’s previous guidance. Shares slumped 9.9% to $10.89 premarket.
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