Wednesday, March 26, 2014

Best Building Product Companies To Watch For 2014

You don’t have to go door to door to find dismal news about Avon (AVP) today. Between the stock tanking over 20% and the company�� announcements of a weak third-quarter topped with news that federal regulators are increasing the penalties to resolve its ongoing bribery probe, it�� one ugly afternoon for the beauty product and cosmetics company.

The Wall Street Journal�� Serena Ng and Anna Prior recapped Avon�� woes nicely this afternoon:

The government’s position, disclosed by Avon in a regulatory filing, adds another big weight on a company already struggling to turn around a string of poor results. On Thursday, the door-to-door seller of makeup and consumer products reported a third-quarter loss following a steep drop in sales in the U.S. and China.

Regarding the bribery probe, the WSJ writes:

Best Building Product Companies To Watch For 2014: Morgans Hotel Group Co.(MHGC)

Morgans Hotel Group Co., a hospitality company, engages in the acquisition, ownership, operation, development, and redevelopment boutique hotels, nightclubs, restaurants, bars, and other food and beverage venues. It has operations primarily in the United States, Europe, and internationally. The company was incorporated in 2005 and is based in New York, New York.

Advisors' Opinion:
  • [By Roberto Pedone]

    Morgans Hotel Group (MHGC) operates, owns, acquires, develops and redevelops boutique hotels, primarily in gateway cities and select resort markets in the U.S., Europe and other international locations and nightclubs, restaurants. This stock closed up 3.8% to $6.99 in Tuesday's trading session.

    Tuesday's Range: $6.73-$7.06

    52-Week Range: $4.66-$8.15

    Tuesday's Volume: 388,000

    Three-Month Average Volume: 196,219

    From a technical perspective, MHGC spiked higher here right above its 200-day moving average of $6.45 with above-average volume. This move is quickly pushing shares of MHGC within range of triggering a near-term breakout trade. That trade will hit if MHGC manages to take out Tuesday's high of $7.06 and then once it takes out more near-term resistance at $7.20 with high volume.

    Traders should now look for long-biased trades in MHGC as long as it's trending above its 200-day at $6.41 and then once it sustains a move or close above those breakout levels with volume that hits near or above 196,219 shares. If that breakout triggers soon, then MHGC will set up to re-test or possibly take out its next major overhead resistance levels at $8 to its 52-week high at $8.15. Any high-volume move above those levels will then give MHGC a chance to tag its next major overhead resistance levels at $9 to $10.

Best Building Product Companies To Watch For 2014: Pacific Biosciences of California Inc.(PACB)

Pacific Biosciences of California, Inc., a development stage company, develops, manufactures, and markets an integrated platform for genetic analysis. The company engages in developing a technology platform that enables single molecule, real-time (SMRT) for the detection of biological processes. It primarily focuses on the deoxyribonucleic acid sequencing market. The company?s product includes the PacBio RS, a sequencing platform, which consists of an instrument platform that uses its proprietary consumables, such as SMRT Cells and reagent kits. The company?s customers include genome centers, genomics service providers, and agricultural companies, as well as clinical, government, and academic institutions. Pacific Biosciences of California, Inc. was founded in 2000 and is headquartered in Menlo Park, California.

Advisors' Opinion:
  • [By Geoff Gannon]

    1. Steel Excel (SXCL)
    2. FormFactor (FORM)
    3. Imation (IMN)
    4. Tuesday Morning (TUES)
    5. Pacific Biosciences (PACB)
    6. Maxygen (MAXY)
    7. Westell (WSTL)
    8. Volt Information Sciences (VISI)
    9. Yasheng Group (YHGG)

  • [By Alex Planes]

    However, Fool biotech expert Brian Orelli points out one big caveat: Once sequencing companies make these tests accessible, margins may collapse beyond the ability of volume sales to make up the difference. At least Illumina (and Life Tech) are in the driver's seat on margins, as it's unlikely that lesser-funded sequencing competitors Affymetrix (NASDAQ: AFFX  ) and Pacific Biosciences (NASDAQ: PACB  ) can muster the resources to push out sequencing at cost-effective scale before their peers.

Best Clean Energy Stocks To Invest In 2014: TomTom NV (TMOAF.PK)

TomTom NV is the Netherlands-based supplier of location and navigation products and services. The Company�� offer includes maps, speed cameras, portable navigation devices (PND), fleet management services (FMS), and smart phone applications. It consists of four customer-facing segments: Consumer, Automotive, Business Solutions and Licensing. The Consumer segment is engaged in the sale of PNDs, speed cameras, maps and other related navigation services to end customers. Automotive sells in-dash navigation solutions, speed cameras, grade maps and services to companies in automotive segment, as well as PNDs for fitness products. The Business solutions segment provides fleet management services and solutions, such as fleet trackers, to fleet owners. Licensing sells digital maps, mobile applications and other content to customers within multiple market segments. The Company operates in over 35 countries worldwide. In July 2013, it acquired Coordina (Gestion Electronica Logistica, S.L.). Advisors' Opinion:
  • [By Genesis Housing]

    Nokia's HERE division is worth E1bn assuming a similar market cap as TomTom (TMOAF.PK) but offers significant upside as maps become the next platform for e-commerce. Assuming Nokia's net cash position declines to E2bn at Q3 from E4.1bn in Q2 (given the E1.7bn NSN deal as well as incremental cash burn due to supporting product launches), the combined value of Nokia's Net Cash, HERE division and NSN division is in line with the current market cap of Nokia.

Best Building Product Companies To Watch For 2014: Molson Coors Brewing Company(TAP)

Molson Coors Brewing Company brews, markets, sells, and distributes beer brands. It sells its products in Canada, under the Coors Light, Molson, Rickard's Red, Carling, Pilsner, Keystone Light, Creemore Springs, and Granville Island brands. The company also brews or distributes products under license from third parties, which include Heineken, Amstel Light, Murphy's, Asahi, Asahi Select, Miller Lite, Miller Genuine Draft, Miller Chill, Milwaukee's Best, Milwaukee's Best Dry, and Foster's. In addition, it imports, distributes, and markets the Corona, Coronita, Negra Modelo, and Pacifico brands, through a joint venture agreement with Grupo Modelo. Further, the company sells various brands in the United States, which include Coors Light, Miller Lite, Coors Banquet, Miller Genuine Draft, MGD 64, Miller Chill, Sparks, Miller High Life, Miller High Life Light, Keystone Light, Icehouse, Mickey's, Milwaukee's Best, Milwaukee's Best Light, Old English 800, Blue Moon, Henry Weinhard 's, George Killian's Irish Red, Leinenkugel's, Peroni Nastro Azzurro, Pilsner Urquell, Grolsch, Coors Non-Alcoholic, and Sharp's. Additionally, it sells various brands in the United Kingdom comprising Carling, C2, Coors Light, Worthington's, White Shield, Caffrey's, Kasteel Cru, and Blue Moon, as well as various regional ale brands. The company also sells the Grolsch brands through a joint venture with Royal Grolsch N.V. and the Cobra brands through a joint venture called Cobra Beer Partnership Ltd.; and distributes brands sold under license, including Corona, Coronita, Negra Modelo, Pacfico, Singha, and Magners Draught Cider. In addition, it markets and sells Zima, Si'hai, Coors Gold, and Coors Extra brands to various international markets. The company was formerly known as Adolph Coors Company and changed its name to Molson Coors Brewing Company as a result of its merger with Molson Inc. in February 2005. Molson Coors Brewing Company was founded in 1873 and is headquartere d in Denver, Colorado.

Advisors' Opinion:
  • [By Dan Caplinger]

    4 (tie). Colorado
    Colorado's beer excise taxes also come in at $0.08 per gallon, perhaps reflecting the importance of the Coors brand of Molson Coors (NYSE: TAP  ) to the state's overall economy. That's a trend you'll see elsewhere on the list, as well as with Massachusetts, which just barely missed the list at No. 7 and provides the headquarters for craft-brew specialist Boston Beer (NYSE: SAM  ) . Per-capita beer consumption of 30.9 gallons per year leaves Colorado at No. 20 nationwide.

Best Building Product Companies To Watch For 2014: Agnico-Eagle Mines Limited(AEM)

Agnico-Eagle Mines Limited, through its subsidiaries, engages in the exploration, development, and production of mineral properties in Canada, Finland, and Mexico. The company primarily explores for gold, as well as silver, copper, zinc, and lead. Its flagship property includes the LaRonde mine located in the southern portion of the Abitibi volcanic belt, Canada. The company was founded in 1953 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Dan Caplinger]

    In the longer term, IAMGOLD could potential challenges from higher taxes on some of its holdings. The Canadian province of Quebec is considering changing the current 16% profit tax either to what amounts to a gross revenue tax or to a more progressive profit tax with higher rates on high-margin mining operations. Under current conditions, those taxes might not have much effect either on IAMGOLD or rivals Agnico-Eagle (NYSE: AEM  ) and Goldcorp (NYSE: GG  ) , both of which also have projects in the province, but it's hard to predict how a changes might affect future results if they take effect.

Best Building Product Companies To Watch For 2014: AeroCentury Corp (ACY)

AeroCentury Corp., incorporated on February 28, 1997, acquires used regional aircraft and engines for lease to foreign and domestic regional carriers. The Company�� portfolio of leased aircraft assets is managed and administered under the terms of a management agreement with JetFleet Management Corp. (JMC), which is an integrated aircraft management, marketing and financing business and a subsidiary of JetFleet Holding Corp (JHC).

As of March 31, 2013, the Company�� aircraft and aircraft engines, which were on lease or held for lease included Bombardier Dash-8-300, Fokker 100, Bombardier Dash-8-Q400, Fokker 50, General Electric CF34-8E5 engine, Saab 340B, Saab 340B Plus, deHavilland DHC-8-100, deHavilland DHC-6, Tay 650-15 engine, General Electric CT7-9B engine and Saab 340A. As of March 31, 2013, 14 of the Company�� assets, comprised of four Fokker 50 aircraft, three Saab 340B aircraft, four Fokker 100 aircraft, two Tay 650-15 engines and one General Electric CT7-9B engine, were off lease.

Advisors' Opinion:
  • [By John Udovich]

    Yesterday around midday,�Netherlands based aviation leasing stock�AerCap Holdings N.V. (NYSE: AER) began surging on rumors and closed up 11.6%, meaning its probably time to take a closer look at those rumors along with aviation leasing peers like small caps or mid caps�Aircastle Limited (NYSE: AYR), Air Lease Corp (NYSE: AL), Fly Leasing Ltd (NYSE: FLY) and AeroCentury Corp (NYSEMKT: ACY).

Best Building Product Companies To Watch For 2014: DaVita HealthCare Partners Inc (DVA)

DaVita HealthCare Partners Inc., formerly DaVita Inc., incorporated on April 4, 1994, is a provider of dialysis services in the United States for patients suffering from chronic kidney failure, also known as end stage renal disease (ESRD). As of December 31, 2011, the Company provided dialysis and administrative services through a network of 1,809 outpatient dialysis centers located in the United States throughout 43 states and the District of Columbia, serving a total of approximately 142,000 patients. It also provides acute inpatient dialysis services in approximately 900 hospitals and related laboratory services throughout the United States. In addition, as of December 31, 2011, it provided dialysis and administrative services to a total of 11 outpatient dialysis centers located in three countries outside of the United States. On September 2, 2011, the Company acquired CDSI I Holding Company, Inc., the parent company of dialysis provider DSI Renal Inc. In November 2011, the Company announced that its wholly owned European subsidiary, DV Care GmbH, acquired ExtraCorp AG. In January 2012, the Company acquired controlling interest in NephroLife. In September 2012, the Company announced that its new guest services contact center located in Centennial, Colorado was opened. On November 1, 2012, the Company announced the consummation of the merger of HealthCare Partners Holdings, LLC (HCP), with Seismic Acquisition LLC, a wholly owned subsidiary of the Company, with HCP as the surviving entity (the Merger). The Merger, HCP became a wholly owned subsidiary of the Company. In January 2013, the Company acquired nine dialysis centers from Fresenius Medical Care (FMC), provider of dialysis services and manufacturer of dialysis products.

During the year ended December 31, 2011, the Company acquired a total of 178 dialysis centers, eight of which were located outside of the United States, opened 65 new dialysis centers, sold two centers, merged seven centers, and divested a total of 30 dialysis cent! ers in connection with the acquisition of DSI. It also added three dialysis centers under management and administrative service agreements that are located outside of the United States and added one center in which the Company owns a minority equity interest. The Company�� United States dialysis and related laboratory services business accounts for approximately 93% of its consolidated net operating revenues. Its other ancillary services accounted for approximately 7% of its consolidated net operating revenues during the year ended December 31, 2011.

Dialysis and Related Lab Services

As of December 31, 2011, the Company operated or provided administrative services through a network of 1,809 outpatient dialysis centers located in the United States and 11 outpatient dialysis centers located outside the United States that are designed specifically for outpatient hemodialysis. Many of the Company�� outpatient dialysis centers offer certain support services for dialysis patients who prefer and are able to perform either home-based hemodialysis or peritoneal dialysis in their homes. Home-based hemodialysis support services consist of providing equipment and supplies, training, patient monitoring, on-call support services and follow-up assistance. Registered nurses train patients and their families or other caregivers to perform either home-based hemodialysis or peritoneal dialysis.

As of December 31, 2011, the Company provided hospital inpatient hemodialysis services, excluding physician services, to patients in approximately 900 hospitals throughout the United States. It renders these services for a contracted per-treatment fee that is individually negotiated with each hospital. When a hospital requests the Company�� services, the Company administers the dialysis treatment at the patient�� bedside or in a dedicated treatment room in the hospital, as needed. In 2011, hospital inpatient hemodialysis services accounted for approximately 4.5% of its total United S! tates dia! lysis treatments. The Company owns two licensed clinical laboratories, which specialize in ESRD patient testing. These laboratories provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients. Its laboratories provide these tests primarily for its network of ESRD patients throughout the United States. These tests are performed to monitor a patient�� ESRD condition, including the adequacy of dialysis, as well as other medical conditions. During 2011, it operated or provided management and administrative services to 33 outpatient dialysis centers located in the United States and three outpatient dialysis centers located outside of the United States, in which it either owns a minority equity investment or are wholly owned by third parties. These services are provided pursuant to management and administrative services agreements.

Ancillary services and strategic initiatives

DaVita Rx is a pharmacy that provides oral medications to DaVita�� patients with ESRD. HomeChoice Partners provides personalized infusion therapy services to patients typically in their own. Intravenous and nutritional support therapies are typically managed by registered and/or board-certified professionals, including pharmacists, nurses and dieticians in collaboration with the patient�� physician in support of the patient�� ongoing health care needs. VillageHealth provides advanced care management services to health plans and Government agencies for employees/members diagnosed with Chronic Kidney Disease (CKD) or ESRD. Lifeline provides management and administrative services to physician-owned vascular access clinics that provide surgical and interventional radiology services for dialysis patients. Lifeline also is the owner of one vascular access clinic. DaVita Clinical Research conducts research trials principally with dialysis patients and provides administrative support for research conducted by DaVita-affiliated nephrology practices. DaVita Neph! rology Pa! rtners offers practice management and administrative services to physicians who specialize in nephrology. Practice management and administrative services include operations management, information technology support, billing and collections, credentialing and coding, and other support functions.

The Company competes with Fresenius Medical Care.

Advisors' Opinion:
  • [By Johanna Bennett]

    Dialysis provider DaVita Healthcare Partners (DVA) soared almost 8.9% to close at $61.55 after the market learned that Medicare funding cuts would come in lower than expected. Rival Fresenius Medical Care (FMS) rose 7.2% on the same news.

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