Monday, March 31, 2014

Google CEO Page Paid $1

For all the work he did to help Google Inc. (NASDAQ: GOOG) become the third most valuable public company in the U.S. , CEO and founder Larry Page was paid $1 in 2013. Co-founder Sergey Brin was paid the same. Neither participates in Google’s cash bonus or equity award program. Their reasons are almost certainly the same as that of the late Steve Jobs, who was paid $1 a year as CEO of Apple Inc. (NASDAQ: AAPL) CEO during most of his tenure. Page and Brin each owns such a huge portion of company stock that a few million a year in compensation means nearly nothing.

By contrast to Page’s pay, Eric E. Schmidt, Executive Chairman of the Board and former CEO, was paid a fortune. His 2013 package was valued at $19,323,380 in Google’s proxy. However, this is a small fraction of the $100,980,262 he made in 2011. Of that $$55,643,040 was a stock award for his years of service as CEO, a job he held from 2001 to 2011. Google hired him because of his level of management experience that the much younger Brin and Page did not have.

Schmidt’s role at Google  has not made him as rich as the two founders. In the latest version of the Forbes 400, Page is listed with a net worth of $24.9 billion, which places him 13th on the list. Brin sits in 14th place with a net worth of $24.4 billion. Schmidt is 49th with a net worth of $8.3 billion.

Google’s stock market success is nothing short of extraordinary. It market capitalization is $376 billion. Its share price has risen 40% in the last 12 months, much better than the 18.4% improvement in the S&P 500. That rate has also bested those of the two companies ahead of Google on the market cap list — Apple and Exxon Mobil Corp.(NYSE: XOM)

While Google has been criticized for being a single business company, this has not kept the company from extraordinary growth. During final quarter of  2013, revenue rose 17% to $16.86 billion. Net income rose from $3.38 billion, compared to $2.89 billion in the same period a year earlier. And most investors cheered Google’s decision to dump its Motorola smartphone hardware business, which had been eroding the company’s margins. On January 19, Google announced it would sell Motorola to Chinese PC giant Lenovo for $2.91 billion.

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Finally, Google shareholders have to be pleased by the fact that Page has so much confidence in the company’s future that he is willing to rely on the stock price alone for his financial compensation.

Sunday, March 30, 2014

Sony: All Set for Growth

With the requirement of storage rising, manufacturers of storage media are focused on acquiring a bigger market share. This rise is attributed to the space hungry customers and growth of sales in smart phones, cloud environment and data centers. Sony (SNE) is one company focusing in a bigger bite of the growing storage market and also challenging its various competitors like SanDisk and Samsung on various fronts. Sony has a diverse product portfolio and is also into flash memory storage devices.

Since Sony is manufacturer of various devices and most of these devices need primary or secondary storage. Sony's flash drives and SSD's suffice the requirement of storage in the devices manufactured by Sony, and also as OEM for various other manufacturers. Forward integration of the flash drives and SSD helps Sony to benefit the sales of these storage drives from in house demand.

Sony Mobile is a subsidiary of Sony, it manufactures Smartphones and this has helped growth sales of storage drives manufactured by Sony. The company is also in no doubt for its mobile products and communication (MP&C) growth.

The following factors are driving SSD growth:

New generation Notebooks and Ultrabooks prefer to use SSD rather than conventions HDD. Price decrease of NAND has made SSDs more affordable and hence leading to higher demand. Big data requirement in data centers is also driving SSD growth. Customer's appetite increasing for storage on their Smartphone and tablets

Financial aspects

The Company recently released its Q3-2013 results. The results recorded growth in the revenue. The results are influenced by increased sale of its smartphones and also Play Station 4 that was launched. The revenue increased by 23.9% ($22,979 million) as compared to year ago quarter. The increase was also mainly due to the favorable impact of foreign currency. Sales increased by 5% year-on-year on constant currency basis.

The company's operating income was $860 million which also recorded a growth. The company recorded significant improvement in Home Entertainment and Sound. The losses in the television segment also decreased. The growth in the income mainly was again due to the improvement in all business segments of Sony and launch of PlayStation-4.

Road ahead

Future of any company is always dependant on its past decision and strategies. In recent years, Sony released various models of premium smartphones which did not have any external storage slots. The integration of storage devices helped Sony increase its margins and boost its own in-house demand.

After its recent success in Smartphone's, Sony further plans to expand its portfolio with more Smartphone's and tablets. This means that there will be higher in house consumption of memory cards at Sony.

With PlayStation 4 already recording many success stories the demand for extended memory storage also helps Sony to boost it sales.

Sony also plans to launch new series of Television. It is focused on the high density TV market and the LED TV market. These products will also help Sony with a brighter future and the journey of 2014 seems to be rosy for Sony.

Competitor

Samsung (SSNLF) provides major competition to Sony to acquire market share for many products that are manufactured by both the companies. The company has also launched its latest Smartphone Samsung S5 on 27-Mar-2015 in Indian market, one of the fastest growing smartphone markets in the world. The price of this phone is targeted to be around $850 will be an important factor to compete against Sony Xperia Z2 which is expected to be on a lower price range with almost same features.

Samsung had posted revenue of $54.95 billion, but the operating profit of $7.7 billion was down by 18% from the previous quarter. This decline in profit is for the first time in last two years. Samsungs's major revenue is from its mobile division which again there was a decline in profit.

Conclusion

Sony is placed well in this market through its product innovations, launch and acquisitions. The company is also trading at an inexpensive trailing P/E multiple and analysts are expecting solid growth going forward. Hence, Sony looks like a good investment if you prefer to go for long.

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Saturday, March 29, 2014

Decreasing Margins Trouble Republic Services Inc.

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Republic Services Inc. (RSG) is a waste management company which provides solid non-hazardous disposal services for commercial, industrial, municipal and residential applications. Owning and operating 196 transfer stations, 191 solid waste landfills and 70 recycling facilities, Republic Services is the second-largest company among this industry, in the U.S. The residential collection is done under contract with the municipalities, while commercial and industrial operations are performed through waste containers and compactors. Recycling services represents only the 6.7% of the company's revenue however, the increased concern towards environmental problems along with re-utilization and recycling is likely to expand the waste management firms' interest on this service.

The company's fourth quarter results were promising, with both revenues and earnings increasing year over year, and reaching numbers above the projected levels. Clearly positioned as a premium waste management company in the U.S., Republic Services is developing an acquisition strategy. Still, the competition among this industry is strong, and given the soft economic conditions, it is likely to pressure profitability margins.

Is the Merge Still Unreliable?

During 2008, Republic Services and Allied Waste merged to create a strong company which could compete with number-one waste management company Waste Management Inc. (WM). It is true this industry has a rather constant nature, as trash volume increases with population growth, urban construction, industrial production and commercial activity. Still, the macroeconomic context during 2008 affected the recently-merged company, having to deal with lower waste volumes and intense price competition. Nevertheless, after this bumpy beginning, the company reached a good profitability. And, although it came to sustain average growth on both gross and operating margins, this tendency has recently decelerated with this margins underperforming in 2012 and 2013.

Yet this industry has a rather high barrier to entry, as its costly structure and waste regulation rules imply high static costs for all waste disposal operations, and Republic Services in well positioned as the second largest company in this non-hazardous solid waste industry.

New Acquisitions, Improved Structure

Republic Services is a company vertically integrated, which operates controlling the flow of waste while protecting its profits. With an internalization strategy, Republic Services is trying to combine financial and legal resources with local market presence by focusing on a series of quality acquisition opportunities such as local operators, transfer stations, and recycling assets. Through this structural adjustment and new acquisitions, the company is likely to gain pricing power as well as a bargaining clout.

Besides, the company's regional landfill in Clark County, Nev., is the one of the most dynamic facilities in the U.S., and provides the company a strong cash flow stream, rising profitability and additional volume revenue. The company's results for fourth quarter 2013 revealed a rise in revenues and earnings year over year, due mostly to an improvement in solid waste trends. Moreover, the current effort towards increasing operational efficiency has led the company to adopt compressed natural gas collection vehicles and automated-side loaders, reducing cost and improving profitability. All of these are likely to act as catalysts for a long-term growth, giving the company capacity to increase ROICs over time.

Some Setbacks

Republic Services is not as large as Waste Management (WM), and is still exposed to diverse macroeconomic fluctuations. The firm conducts recycling operations by processing recyclable materials for sale. Yet these recycled products are subjected to market price fluctuations and commodity price volatility, resulting in a possible negative impact on earnings. Moreover, competition is always pressuring prices, and affecting profitability. Competitive markets' disposal overcapacity might as well prevent the firm from adjusting its prices on time.

Final Comment

The waste management industry requires high investment and costly structure. As Republic Services' disposal assets represent a long-term benefit, the company is likely to sustain its position amid the market. Despite the recently deteriorated gross and operating margins, the company is still likely to recover, especially due to the overall economic improvement and normalized levels of pricing and volume. Plus, increasing volumes should lead to better operating leverage, improving efficiency in utilization of disposal assets.

Analysts feeling bearish suggest ROICs have been declining since 2011, result that might indicate the merge with Allied Waste is still questionable. Nevertheless, other more bullish analysts coincide when saying that Republic Services combines strong free cash flow and manageable financial leverage which results in increased dividend payment, repurchasing shares. ROE of 7.6 is above industry average 5.4, and the company has historically promulgated a conservative balance sheet with a healthy liquidity position. Still, nearby results might show whether the company's margin reduction problems are due to environmental circumstances or, else, derived from efficiency problems inside its business structure.

Disclosure: Damian Illia holds no position in any stocks mentioned.

About the author:Damian IlliaA fundamental analyst at Lonetreeanalytics.com constantly looking for value and income investments.

Visit Damian Illia's Website

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Thursday, March 27, 2014

Higher Treasuries Prices Lead to Higher Mortgage Rates

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Freddie Mac released its weekly update on national mortgage rates on Thursday morning and, just as Freddie Mac vice president and chief economist Frank Nothaft predicted last week, rates are on the march back up.

Both 30-year fixed-rate mortgages (FRMs) and 15-year FRMs spiked sharply during the past seven days, with 30-year FRMs gaining eight basis points to reach 4.40%, and 15-year FRMs adding 10 b.p. to hit 3.42%. In both cases, these are the highest rates homebuyers have seen since mid-January.

As has been common so far this year, 5/1 adjustable-rate mortgage (ARM) rates followed the same tack as their longer-duration mortgage cousins, gaining eight basis points and returning to 3.10% -- the highest level since late January. Only one-year ARMs got cheaper, falling five b.p. to 2.44%.

Freddie Mac vice president and chief economist Frank Nothaft had warned last week that with interest rates on 10-year U.S. Treasuries rising, mortgage rates would likely move higher, as well. Today, he confirmed that thesis, blaming "the uptick on the 10-year Treasury note after comments by the Federal Reserve Board Chair Janet Yellen indicated a possible increase in interest rates as soon as early 2015." Adding to homebuyers' troubles, Nothaft noted that housing prices have gotten more expensive by 13.2% during the past year (through January). So in a nutshell, buyers face higher home prices -- and more expensive mortgages to pay for them.

Wednesday, March 26, 2014

The Huge Economic Indicator Everyone Misses

If you like bull markets, you better hope Janet Yellen is one of the most talkative Fed Chairs in history.

It's not that she's going to say anything brilliant or insightful, just that she says something -  anything - on a regular basis.

You see, there's a direct relationship between how much she says and what's happening in the markets. What she says is almost completely irrelevant.

I know people spend hours agonizing over the slightest nuances in each statement, but really none of those things matters.

Unless you are a policy wonk, Fed statements are pretty consistently useless pontifications made every 6 to 8 weeks by the head of a supposedly independent financial body that is, in fact, a highly politicized entity.

The Fed exercises little if any control over variables and targets that it changes at will and deems relevant at its sole discretion.

Harsh? You bet. But not without merit...

Flawed Fed Policies (Need Long Explanations)

economic indicatorThe first Federal Open Market Committee (FOMC) press statement was released on Feb. 4, 1994, and it was all of a whopping 99 words: short, succinct, and to the point.

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By comparison, Yellen's first statement, issued after last week's FOMC meeting, was 877 words - a 785% increase in 20 years.

You can chalk this up to a more communicative Fed or the proliferation of media in the Internet Age if you want. It's not a stretch of the imagination with all the technology that we have at our disposal.

I think that'd be a big mistake.

I think the Fed is saying more in a deliberate attempt to explain its actions the way a child tries to justify getting his hand caught in the cookie jar. The goal is to bamboozle the American public into believing that expanding the Fed balance sheet by more than 450% in excess of $4 trillion is justifiable, responsible, and prudent.

I believe the fact that they are communicating more and saying less is very deliberate. Reality no longer fits their data, so Yellen is changing the data. She even blamed the weather, which is not too far from the "dog ate my homework."

As the Words Pile Up, So Do Fed Assets

economic indicatorThe Fed missed the financial crisis in formation and has been wrong about critical inflation and jobs data for several years in a row now, which means that it's got to "explain" itself in other ways.

Coincidence? I think not... there is a direct correlation between the rising FOMC word count and Fed assets.

To be fair, statistically speaking, correlation is not causation. If you remember your high school statistics classes, the fact that one data set is highly correlated to another does not mean that one caused the other.

But when you tie a third data set in, and a fourth and a fifth... coincidence goes right out the window.

economic indicatorIt's one thing to say that the Fed is simply doing a better job of communicating. And entirely another when you realize why...

The bellwether S&P 500 has risen in near-perfect lockstep to the Fed's balance sheet, which, has in turn, risen nearly perfectly with the frequency and word count of the Fed's own minutes.

Ergo... if you want the rally to continue, you better hope that Yellen keeps talking... a LOT.

About what really doesn't matter.

Mark the Words, and Plan Your Next Steps

Key Takeaways:

The Fed is well intentioned, but the rhetoric and "explanations" have risen commensurately with the complexity of what it thinks it's doing. Like the kid raiding the cookie jar, somebody's getting grounded. We just need to make sure it's not us.
To that end, I cannot overstate the importance of two things right now - trailing stops and a ready-for-anything plan kept top drawer at all times. The former is for protecting capital while the markets grind higher, and the latter is for capitalizing on chaos.
You'll know which plan to put in effect the moment the next FOMC minutes are released by doing nothing more complicated than a word count. If it's greater than 877 words or in the neighborhood, things will probably continue the way they are. But if it's dramatically shorter, get ready for rough sledding.

Monday, March 24, 2014

Best Rising Companies To Buy For 2014

Most MLP investors have two main concerns: the preservation of capital and reliable income — in that order. These two objectives are, of course, closely linked. An MLP that treats its investors to negative distribution surprises is likely to be an MLP that does a poor job of preserving capital. For example, Eagle Rock Energy Partners (Nasdaq: EROC) has lost 25 percent of its value since announcing a distribution cut in late October.

But how does an investor judge whether an MLP is at risk of a surprising distribution cut? As we discussed recently in The Unkindest Cut for MLPs, some classes of MLP are more susceptible to cuts than others. For variable distribution MLPs, it’s par for the course. Distributions go up, and they go down — depending on market conditions. MLPs focused on upstream oil and gas operations are also at greater risk of a distribution cut during periods of softening oil and gas prices.

Best Rising Companies To Buy For 2014: ViaSat Inc.(VSAT)

ViaSat, Inc. designs, produces, and markets satellite and other wireless communication, and networking systems for government and commercial customers. The company?s Government Systems segment offers network-centric Internet protocol (IP) based government communications systems, including tactical radio and information distribution systems that enable real-time collection and dissemination of video and data using transmission links between command centers, communications nodes, and air defense systems; information security and assurance products, which enable military and government users to communicate information securely over networks, and that secure data stored on computers and storage devices; and government satellite communication systems, such as portable, mobile, and fixed broadband modems, terminals, network access control systems, and antenna systems. The company?s Commercial Networks segment provides various satellite communication systems and ground networki ng equipment. It offers satellite network infrastructure and ground terminals to access high capacity satellites; antenna systems for terrestrial and satellite applications, such as geo-special imagery, mobile satellite communication, Ka-band gateways, and other multi-band antennas; enterprise very small aperture terminal networks and products; and mobile broadband satellite communication systems. This segment also provides satellite networking systems design and technology development, including the analysis, design, and specification of satellites and ground systems, ASIC and MMIC design and production, and wide area network compression for enterprise networks. The company?s Satellite Services segment provides wholesale and retail satellite-based broadband Internet services, as well as managed network services for the satellite communication systems of its consumer, enterprise, and mobile broadband customers. ViaSat, Inc. was founded in 1986 and is headquartered in Carlsb ad, California.

Advisors' Opinion:
  • [By Eric Volkman]

    ViaSat (NASDAQ: VSAT  ) has taken an early stage tech firm under its wing. The company announced it has acquired LonoCloud, a privately held start-up that focuses on cloud networking software. Like its new owner, LonoCloud is based in Southern California. Its employees will be assigned to ViaSat's broadband networking group.

  • [By Seth Jayson]

    ViaSat (Nasdaq: VSAT  ) is expected to report Q4 earnings on May 16. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict ViaSat's revenues will expand 18.6% and EPS will turn positive

Best Rising Companies To Buy For 2014: RLJ Lodging Trust(RLJ)

RLJ Lodging Trust is an independent equity real estate investment trust. The firm also manages real estate funds. It invests in the real estate markets of the United States. The firm primarily invests in premium-branded, focused service, and compact full-service hotels. RLJ Lodging Trust was launched in 2000 and is domiciled in Bethesda, Maryland.

Advisors' Opinion:
  • [By Markus Aarnio]

    American Hotel Income Properties' competitors include Hospitality Properties Trust (HPT), RLJ Lodging Trust (RLJ), and Hersha Hospitality Trust (HT).

Best Gas Stocks To Own Right Now: NextEra Energy Inc. (NEE)

NextEra Energy, Inc., through its subsidiaries, engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. As of December 31, 2010, NextEra Energy had approximately 43,000 mega watts of generating capacity. The company involves in the generation of renewable energy from wind and solar projects. It also generates electricity through natural gas, nuclear, oil and coal, and hydro power plants. The company serves approximately 8.7 million people through approximately 4.5 million customer accounts in the east and lower west coasts of Florida. In addition, it leases wholesale fiber-optic network capacity and dark fiber to telephone, wireless carriers, Internet, and other telecommunications companies. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in May 2010. NextEra Energy, Inc. was founded in 1984 and is headquartered in Juno Beach, Florida.

Advisors' Opinion:
  • [By Justin Loiseau]

    Florida gets its gas fill
    NextEra Energy (NYSE: NEE  ) announced this week that it is investing around $3 billion with Spectra Energy (NYSE: SE  ) to bring Florida its third major natural gas pipeline. According to NextEra, Florida's current pipelines are near capacity, making its new project crucial to Florida -- and profitable for NextEra.

  • [By Richard Stavros]

    Among those companies that are winding down their spending programs, NextEra Energy Inc (NYSE: NEE) accounts for almost 30 percent of the projected $10 billion decline in annual spending from 2013 to 2015. Other larger-cap companies with projected 2015 budgets that are below their 2013 levels include: CenterPoint Energy Inc (NYSE: CNP), Dominion Resources Inc (NYSE: D), PPL Corp (NYSE: PPL), Public Service Enterprise Group Inc (NYSE: PEG), and Southern Company (NYSE: SO).

Best Rising Companies To Buy For 2014: Anadolu Efes Biracilik ve Malt Sanayii AS (AEFES)

Anadolu Efes Biracilik ve Malt Sanayii AS is the holding company of Efes Beverage Group, based in Turkey. Its activities consist of production, bottling, selling and distribution of beer under a number of trademarks and also production, bottling, selling and distribution of sparkling and still beverages with the Coca-Cola company trademark. The Company owns and operates a number of breweries in Turkey and abroad, malt production facilities in Turkey and Russia, and also a number of facilities in Turkey and in other countries for sparkling and still beverages production. It has joint control over Coca-Cola Icecek AS (CCI), which undertakes production, bottling and distribution facilities of Coca-Cola products in Turkey, Pakistan, Central Asia and the Middle East. Also the Company has joint control over Anadolu Etap Tarm ve Gda Urunleri San. ve Tic. AS, which undertakes production and sales of fruit juice concentrates and purees in Turkey. Advisors' Opinion:
  • [By Andras Gergely]

    The Borsa Istanbul Stock Exchange National 100 Index slid a second day after reaching a record on May 22. Anadolu Efes (AEFES) sank the most since September 2011. Otokar Otomotiv ve Savunma Sanayi AS, a Turkish producer of civilian and military vehicles, rose to an all-time high after Hurriyet Daily News reported the company could sell tanks to Saudi Arabia.

Best Rising Companies To Buy For 2014: ()

DGS Minerals Inc., an exploration stage company, engages in the acquisition, exploration, and development of mineral properties in Canada. It primarily explores for gold. It holds an option to acquire a 100% interest in the Gordon Creek property, an epithermal precious metals project consisting of 4 mineral claims with an area of 2,066.08 hectares and is located northeast of Merritt, British Columbia. The company was formerly known as Challenger Development Corp. and changed its name to DGS Minerals Inc in April 2013. DGS Minerals Inc. was incorporated in 1990 and is based in Vancouver, Canada.

Advisors' Opinion:
  • [By Vanina Egea]

    Rating: 5.0/5 (1 vote)

    Voters: Subscribe via Email Subscribe RSS Comments Please leave your comment:
    More GuruFocus Links Latest Guru Picks Value Strategies Warren Buffett Portfolio Ben Graham Net-Net Real Time Picks Buffett-Munger Screener Aggregated Portfolio Undervalued Predictable ETFs, Options Low P/S Companies Insider Trends 10-Year Financials 52-Week Lows Interactive Charts Model Portfolios DCF Calculator RSS Feed Monthly Newsletters The All-In-One Screener Portfolio Tracking Tool MORE GURUFOCUS LINKS Latest Guru Picks Value Strategies Warren Buffett Portfolio Ben Graham Net-Net Real Time Picks Buffett-Munger Screener Aggregated Portfolio Undervalued Predictable ETFs, Options Low P/S Companies Insider Trends 10-Year Financials 52-Week Lows Interactive Charts Model Portfolios DCF Calculator RSS Feed Monthly Newsletters The All-In-One Screener Portfolio Tracking Tool UPS STOCK PRICE CHART 98.69 (1y: +17%) $(function(){var seriesOptions=[],yAxisOptions=[],name='UPS',display='';Highcharts.setOptions({global:{useUTC:true}});var d=new Date();$current_day=d.getDay();if($current_day==5||$current_day==0||$current_day==6){day=4;}else{day=7;} seriesOptions[0]={id:name,animation:false,color:'#4572A7',lineWidth:1,name:name.toUpperCase()+' stock price',threshold:null,data:[[1363064400000,84.53],[1363150800000,85.18],[1363237200000,85.63],[1363323600000,85.47],[1363582800000,85.43],[1363669200000,85.08],[1363755600000,84.03],[1363842000000,83],[1363928400000,84.76],[1364187600000,84.61],[1364274000000,85.04],[1364360400000,85.43],[1364446800000,85.9],[1364792400000,84.47],[1364878800000,83.92],[1364965200000,83.33],[1365051600000,83.67],[1365138000000,83.54],[1365397200000,83.23],[1365483600000,83.55],[1365570000000,84.56],[1365656400000,84.32],[1365742800000,84.14],[1366002000000,82.41],[1366088400000,83.22],[1366174800000,82.52],[1366261200000,82.37],[1366347600000,82.99],[136660680
  • [By Myra Ramdenbourg]

    Rating: 0.0/5 (0 votes)

    Subscribe via Email Subscribe RSS Comments Please leave your comment:
    More GuruFocus Links Latest Guru Picks Value Strategies Warren Buffett Portfolio Ben Graham Net-Net Real Time Picks Buffett-Munger Screener Aggregated Portfolio Undervalued Predictable ETFs, Options Low P/S Companies Insider Trends 10-Year Financials 52-Week Lows Interactive Charts Model Portfolios DCF Calculator RSS Feed Monthly Newsletters The All-In-One Screener Portfolio Tracking Tool body{margin:0;padding:0} MORE GURUFOCUS LINKS Latest Guru Picks Value Strategies Warren Buffett Portfolio Ben Graham Net-Net Real Time Picks Buffett-Munger Screener Aggregated Portfolio Undervalued Predictable ETFs, Options Low P/S Companies Insider Trends 10-Year Financials 52-Week Lows Interactive Charts Model Portfolios DCF Calculator RSS Feed Monthly Newsletters The All-In-One Screener Portfolio Tracking Tool JAZZ STOCK PRICE CHART 152.12 (1y: +157%) $(function(){var seriesOptions=[],yAxisOptions=[],name='JAZZ',display='';Highcharts.setOptions({global:{useUTC:true}});var d=new Date();$current_day=d.getDay();if($current_day==5||$current_day==0||$current_day==6){day=4;}else{day=7;} seriesOptions[0]={id:name,animation:false,color:'#4572A7',lineWidth:1,name:name.toUpperCase()+' stock price',threshold:null,data:[[1362978000000,59.25],[1363064400000,59.42],[1363150800000,59.2],[1363237200000,59.114],[1363323600000,59.25],[1363582800000,58.75],[1363669200000,58.16],[1363755600000,58.21],[1363842000000,56.8],[1363928400000,56.98],[1364187600000,56.44],[1364274000000,56.01],[1364360400000,56.42],[1364446800000,55.91],[1364792400000,55.17],[1364878800000,54.88],[1364965200000,54.38],[1365051600000,55.03],[1365138000000,54.66],[1365397200000,54.59],[1365483600000,54.49],[1365570000000,54.73],[1365656400000,55.4],[1365742800000,55.95],[1366002000000,53.29],[1366088400000,52.79],[1366174800000,54.7],[1366261

Best Rising Companies To Buy For 2014: Taseko Mines Limited(TGB)

Taseko Mines Limited engages in the exploration, development, and operation of mineral properties in British Columbia, Canada. The company principally holds interests in the Gibraltar copper-molybdenum mine located north of the City of Williams Lake; the Prosperity gold-copper project situated in the Clinton Mining Division, southwest of the City of Williams Lake; the Harmony gold project located on the Queen Charlotte Islands, also known as Haida Gwaii; and the Aley niobium project situated in the Omineca Mining Division. Taseko Mines Limited was founded in 1966 and is headquartered in Vancouver, Canada.

Advisors' Opinion:
  • [By Alex Planes]

    This, at least, seems to indicate a superior position for SoCo over its more diversified rival. SoCo has also been investing heavily in new infrastructure to exploit its assets. In nominal terms, the company's capital expenditures are less than half Freeport's, but run six times as high as smaller competitor Taseko Mines (NYSEMKT: TGB  ) :

  • [By Rich Smith]

    Vancouver, British Columbia-based Taseko Mines (NYSEMKT: TGB  ) needs to find itself a new chief financial officer. The one it had has flown the coop.

  • [By Joshua Bondy]

    Taseko Mines� (NYSEMKT: TGB  ) is a relatively small miner that owns Canada's second largest open pit copper mine. The company is not profitable, but it is working on a number of interesting projects. Investing in undeveloped mines is risky, but Taseko mitigates these risks by focusing on projects in Canada where resource nationalization is a very small threat.�

Best Rising Companies To Buy For 2014: Cheniere Energy Partners LP (CQP)

Citigroup Funding Inc. offers debt instruments that include commercial papers, medium-term notes and structured equity-linked and credit-linked notes. Citigroup Funding, Inc. is based in United States. Citigroup Funding Inc. operates as a subsidiary of Citigroup, Inc.

Advisors' Opinion:
  • [By Chad Fraser]

    As we wrote in a November 14 Investing Daily article, the Department of Energy (DOE) has approved the construction of four LNG terminals, while one of those, Cheniere Energy Partners’ (NYSE: CQP) Sabine Pass terminal, has gotten the green light from the DOE and the Federal Energy Regulatory Commission (FERC), both of which are necessary. The DOE currently has 20 more projects awaiting a decision. Cheniere plans to start up Sabine Pass in 2015.

  • [By Aimee Duffy]

    What went wrong�
    Cheniere's management attributes the widening losses to several things:

    LNG terminal and pipeline development expenses for the Cheniere Energy Partners (NYSEMKT: CQP  ) liquefaction facility at Sabine Pass LNG terminal and pipeline development expenses for the proposed liquefaction facility at Corpus Christi Losses on interest rate derivatives purchased in August 2012 in connection with its senior secured credit facility Increases in general and administrative expenses, attributed to awards doled out as part of the company's long-term incentive plan at its Sabine Pass facility

    In other words, rising expenses -- some the company can control and some it cannot -- really hurt Cheniere this quarter. Operating costs were up 91% year over year. The loss on derivatives also increased significantly, from $836,000 in 2012 to $17.5 million this year.

Best Rising Companies To Buy For 2014: Peabody Energy Corporation(BTU)

Peabody Energy Corporation engages in the mining of coal. It mines, prepares, and sells thermal coal to electric utilities and metallurgical coal to industrial customers. The company owns interests in 30 coal mining operations located in the United States and Australia, as well as owns joint venture interest in a Venezuela mine. It is also involved in marketing, brokering, and trading coal. In addition, the company develops a mine-mouth coal-fueled generating plant; and Btu Conversion projects that are designed to convert coal to natural gas or transportation fuels; and clean coal technologies. As of December 31, 2011, it had 9 billion tons of proven and probable coal reserves. The company was founded in 1883 and is headquartered in St. Louis, Missouri.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Walter Energy have dropped 17% to $7.54 at 1:$1 p.m. today, Peabody Energy (BTU) has fallen 1.4% to $15.52, Alpha Natural Resources (ANR) has declined 3.2% to $4.31 and Arch Coal (ACI) is off 1.2% at $43.0.

  • [By Jonathan Yates]

    Investors have certainly been "fearful" of the coal sector. The exchange traded fund for coal, Market Vectors Coal (NYSE: KOL), is off nearly 20 percent for the year. Stocks such as Arch Coal (NYSE: ACI) and Alpha Natural Resources (NYSE: ANR) are also down sharply for 2013. But Peabody Energy (NYSE: BTU) just surprised Wall Street in beating forecasts for the most recent quarter: as a result, its share price is up more than 7 percent for the week.

  • [By Aaron Levitt]

    Simply put, the coal stocks trio of Peabody Energy (BTU), Alpha Natural Resources (ANR) and Cloud Peak Energy (CLD) could be some of the biggest bargains out all energy stocks.

Best Rising Companies To Buy For 2014: Jamba Inc.(JMBA)

Jamba, Inc., through its subsidiary, Jamba Juice Company, owns and franchises Jamba Juice stores. It operates as a restaurant retailer of specialty beverages and food products, which include fruit smoothies, squeezed juices, hot teas, hot oatmeal made with organic steel cut oats, fruit and veggie smoothies, Fit?n Fruitful smoothies with Weight Burner Boost, Whirl?ns frozen yogurt, breakfast wraps, side salads, sandwiches, California Flatbreads, and various baked goods and snacks. The company also licenses its Jamba brand name to sell consumer packaged goods through retail channels, such as grocery, mass, club, and convenience. As of January 3, 2012, it had 769 Jamba Juice stores, including 307 company-owned and operated stores; 443 franchise-operated stores in the United States; and 19 international franchise stores. The company was founded in 1990 and is headquartered in Emeryville, California.

Advisors' Opinion:
  • [By James E. Brumley]

    Quick, what do Wal-Mart Stores, Inc. (NYSE:WMT), Whole Foods Market, Inc. (NASDAQ:WFM), and Jamba, Inc. (NASDAQ:JMBA) - the purveyor of Jamba Juice smoothie shops - have in common? They're all three offering at least one product from KonaRed Corp. (OTCBB:KRED). All told, KRED products can be found in a variety of retail outlets, ranging from mass marketers like WMT to niche players like WFM to service providers like JMBA to convenience stores like 7-Eleven to grocers like Albertson's to.... well, the point becomes clear. KonaRed is in a lot of places. Yet, the number of spots where a KRED could multiply by eight by the middle of the year. In fact, the organization's growth rate is the most exciting - and perhaps most understated - aspect of the KonaRed story.

Sunday, March 23, 2014

The Year of Microsoft: 3 Announcements to Watch for at the Build Conference

Source: Flickr user Notebookaktuell

Microsoft's (NASDAQ: MSFT  )  press event at the Build Conference in San Francisco on March 27 is drawing close. As Nadella's first major press event as CEO, eyes will be on his new plans and stage presence. The conference is also a chance for Microsoft to explain its new mobile/cloud strategy, confirm rumors regarding Office, and show where its next updates are headed. The conference provides an opportunity to see where such investment will be placed, and what other businesses stand to benefit. There are several key bits of information to watch for.

Office for iPad confirmed
Reports that Microsoft would be bringing its Office suite to the iPad sent Microsoft's stock price to a one-year high. March 27 is the date that these reports will -- presumably -- be confirmed, which could give the stock another boost. This is big news for Microsoft and Apple (NASDAQ: AAPL  ) , as well as BYOD trends in general, since an Office option on the iPad will make workplace mobile environments more flexible. Microsoft is accepting the risk that Surface sales may fall if consumers choose the iPad Office option instead, but an Office app for Apple tablets has been needed ever since the iPad's release.

If the news is confirmed, it could give Apple a boost, too. Currently trading slightly below its historical average, including times earnings and price-to-sales, Apple may look attractive for some buyers now. But, good news from Microsoft about the iPad could have synergies with Apple's stock as well, leading to new price growth.

Windows Phone updates
Microsoft has already demonstrated its Windows 8.1 update for its phone line, showing new features such as greater cloud connectivity and a new Windows Store interface. The Build conference is a strong opportunity to dig deeper into the update and release more information on any new apps or compatibility. This is especially true when it comes to mobile/social functions that Microsoft has been investing in lately, including the acquisition of business social network Yammer and a $15 million partnership with Foursquare.

Hints about Windows 9 could also surface, perhaps including plans with new phone partners like Lenovo, LG, ZTE, and Foxconn, which Microsoft recently announced back in February. Signs that the phone division of Microsoft is not a waste of investment would be welcome.

More 365 info
Microsoft has already used March conferences to speak about Microsoft Office 365 and how it seeks to combine cloud power, big data, and new mobile capabilities in one big package. Nadella now has the opportunity to elaborate on Office 365, particularly when it comes to mobile devices.

Conclusion
How will the new Groups feature, with its cloud-based unification and connections to SharePoint and Yammer, empower mobile users? What new benefits does OneDrive bring to the mix? Can additional demonstration of Office Graph prove it is more of a utility than a gimmick? The Build conference may be the time to provide answers consumers are waiting for.

It may also be the time to unveil some entirely new apps and features. A newsfeed-like, intelligent app codenamed "Oslo" has also been previewed, but the official name and details remain unknown. Showing more about this interface app and other upcoming products, like OneDrive for Business (set for release in April), could encourage developers, consumers and investors alike.

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Saturday, March 22, 2014

Winter Newsletter: 2014 And Beyond รข€“ A Leith Wheeler Perspective

2013 turned out to be an exceptional year for equity markets, which drove strong investment returns for clients. Our U.S. portfolio, in Canadian dollars, delivered returns over 40% while Leith Wheeler clients also enjoyed both Canadian and International stock returns close to 25%. Bonds delivered slightly negative returns given the increase in interest rates over the year, partly due to a brightening economic outlook. While these returns are encouraging, the natural question becomes what to expect in 2014 and beyond.

Global Growth

We expect global economic growth to continue to improve gradually, increasing 2-3% per annum. The U.S. housing market continues to gather forward momentum, as new home starts of over a million homes annually represents its best performance since 2008. Also, U.S. consumers have made substantial progress in improving their balance sheets, despite reasonably tepid job growth and income gains. Consumer spending has ticked up and retail sales are growing. Auto sales are on track for 17 million in annual sales, a level the U.S. has not seen since 2007

While the U.S. recovery is the brightest spark globally, part of the improvement will also come from Europe, which despite pockets of weakness, is starting to grow again after its deep recession. The recovery is being driven by the industrial heartland in the north, but even in southern Europe, Italy and Spain are no longer contracting as badly and are showing some signs of very gradual renewed growth. All of this translates into expected growth in the 1% per annum range for the Eurozone.

Best India Companies To Buy For 2014

Emerging markets and China, which are critical for our Canadian natural resource companies, will most likely grow in the 6-8% per annum range. While lower than the past rates many have grown accustomed to, these levels are still quite reasonable in our view. The flip side to relatively slower! growth from emerging markets and China is that developed countries will no longer have to contend with rising commodity prices. For example, China's economic engine, which fueled increased

commodity demand, hurt both capital spending and consumers here at home. A more reasonable growth trajectory for the emerging markets and China will mean less competition for the natural resources required to fuel our own economic growth and will act as less of a tax on domestic consumers.

The biggest determinant of global growth is the potential impact from corporate investment in plant and equipment. Business confidence has been somewhat contained due to tepid sales growth and uncertainty over the U.S. budget and debt ceiling. However, there are some encouraging signs that things are getting better, particularly in the oil and gas sector and some parts of the U.S. manufacturing sector. Even with an improvement from depressed levels, capital spending is expected to grow at a slower pace than in previous recoveries.

Continue reading here.


Also check out: Leith Wheeler Canadian Equity Undervalued Stocks Leith Wheeler Canadian Equity Top Growth Companies Leith Wheeler Canadian Equity High Yield stocks, and Stocks that Leith Wheeler Canadian Equity keeps buying
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Friday, March 21, 2014

Low Inflation Means More of the Same From Fed

As of 1 p.m. EDT, the Dow Jones Industrial Average (DJINDICES: ^DJI  ) was up 81 points, or 0.50%, the S&P 500 rose 0.59%, and the Nasdaq climbed 0.95%. The across-the-board rise in the U.S. stock indices come amid continued calm in the Russia-Ukraine dispute over Crimea and after positive economic data was released this morning. The Consumer Price Index rose just 0.1% in February, following a 0.1% rise in January and a 0.2% increase in December. This is a sign that inflation is under control, despite all the stimulation the Federal Reserve has been giving the economy. Low interest rates will typically cause inflation to rise, but we have yet to see that happen, which likely means the central bank will continue stimulating economic growth.

The biggest mover within the Dow today is Microsoft (NASDAQ: MSFT  ) , as shares were up more than 3.7% following reports that the company would release a new version of Microsoft Office that will run on Apple's iPad.This would open a whole new market for the company to sell software, which should help offset faltering sales due to consumers' shift from PCs to tablet and mobile computing. Software has always been Microsoft's bread and butter, so seeing the company attempt to improve that part of its business is very reassuring.  

One Dow component not having as good of a day is Wal-Mart (NYSE: WMT  ) , as shares are basically flat. The stagnant share price seems a little odd after the giant retailer announced this morning that it would roll out a video game trade-in program. Beginning March 26, more than 3,100 Wal-Mart stores nationwide will accept old video games in exchange for Wal-Mart gift cards. The move is an attempt to draw in customers who otherwise would be going to places like GameStop (NYSE: GME  ) . Shares of the video game specialty store are down 4% this afternoon on the announcement. Many have pointed to GameStop's quarterly results as a reason why it makes sense for Wal-Mart to get into the business. GameStop reported that 18% of its holiday shopping sales were pre-owned games, and that its first-quarter gross margin for the recycled games will range from 46% to 49%. These figures indicate there is a profitable market for used games. However, Wal-Mart is already so large that the additional revenue from used games will not be likely to move the needle. Still, this may help improve overall traffic to stores, which could result in noticeably higher sales.  

Best Mid Cap Stocks To Watch For 2014

Outside the Dow, shares of fashion designer Michael Kors (NYSE: KORS  ) are trading lower by 2.3% after Barclays hit the stock with a sell rating and an $85 price target. Since going public more than two years ago, Michael Kors has been a great momentum trade as it seemed everyone was rallying behind the company. The Barclays rating is one of the first negative opinions released about the Kors, meaning the stock will likely experience a little more downward pressure from this report than we would otherwise see. For long-term investors the company is still growing rapidly and looking healthy. While the stock may be overvalued today based on current fundamentals, I believe the company still has a long road ahead and therefore I will be holding on to my shares.  

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Hot Canadian Companies To Watch For 2014

Hot Canadian Companies To Watch For 2014: Talisman Energy Inc.(TLM)

Talisman Energy Inc., an upstream oil and gas company, engages in the exploration, development, production, transportation, and marketing of crude oil, natural gas, and natural gas liquids. It primarily operates in North America, the North Sea, and southeast Asia. The company was founded in 1925 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Jesse Solomon]

    Energy bet may not have paid off: The funds plowed over two billion dollars into Whiting Petroleum (WLL), Valero Energy Corporation (VLO, Fortune 500), Talisman Energy (TLM), and Cameron International (CAM, Fortune 500).

  • [By Arjun Sreekumar]

    In Pennsylvania, for instance, several hundred wells have been drilled but not completed because the takeaway capacity to get their production to market simply isn't there. Several operators have been forced to drastically reduce their rig counts in the region. For instance, both EXCO Resources (NYSE: XCO  ) and Talisman Energy (NYSE: TLM  ) have just one rig each remaining in the Marcellus.

  • [By Chris Ciovacco]

    Sometimes the most attractive energy assets aren't found in the ground but listed on the stock exchange. Billionaire businessman Carl Icahn is one investor seeing value in energy companies. The hedge fund manager recently announced his purchase of 60 million shares in the Canadian oil and gas producer, Talisman Energy (TLM). Icahn has built up a nearly 6 percent stake in the Calgary-based energy producer, worth a whopping $300 million. Even though the company has been a perennial underperformer, after Icahn's tweet, the stock climbed to the highest level in more than a year.

  • [By Sue Chang , Saumya Vaishampayan]

    $TLM: Talisman Energy Inc. (TLM) !  shares fell 2.5%. Activist investor Carl Icahn disclosed a 6% stake in the oil and gas producer on Monday. Icahn said in a tweet he might discuss strategic alternatives and board seats with the company.

  • source from Top Stocks Blog:http://www.topstocksblog.com/hot-canadian-companies-to-watch-for-2014.html

Thursday, March 20, 2014

Hot Small Cap Companies To Watch In Right Now

Hot Small Cap Companies To Watch In Right Now: InterDigital Inc.(IDCC)

Interdigital, Inc. engages in the design and development of digital wireless technology solutions. The company offers technology solutions for use in digital cellular and wireless products and networks, including 2G, 3G, 4G, and IEEE 802-related products and networks. It holds patents related to the fundamental technologies that enable wireless communications. The company licenses its patents to equipment producers that manufacture, use, and sell digital cellular and IEEE 802-related products; and licenses or sells mobile broadband modem solutions, including modem IP, know-how, and reference platforms to mobile device manufacturers, semiconductor companies, and other equipment producers that manufacture, use, and sell digital cellular products. InterDigital?s solutions are incorporated in various products comprising mobile devices, such as cellular phones, tablets, notebook computers, and wireless personal digital assistants; wireless infrastructure equipment, such as base stations; and components, dongles, and modules for wireless devices. The company was founded in 1972 and is headquartered in King of Prussia, Pennsylvania.

Advisors' Opinion:
  • [By Holly LaFon]

    The most disappointing investment in the portfolio for 2013 was InterDigital (IDCC). This stock declined approximately 28% during the year, despite posting roughly 25% operating margins. Our thesis on IDCC is that the company should benefit from its wireless technology patents as more smartphones and mobile tablets are connected to the in ternet. IDCC creates wireless technology, applies for patents for the technology it creates, and then licenses its technology to manufacturers who produce the aforementioned products. In the past, Nokia, Samsung, Apple, LG, and many other manufacturers hav e licensed the company's technology to use in ! their products and paid IDCC royalties.

  • [By James E. Brumley]

    Endeavor IP isn't the only publicly-traded intellectual property enforcement company out there. It is, however, the only one to focus on quality over quantity. Whereas other players like patent portfolio names like InterDigital, Inc. (NASDAQ:IDCC) and Vringo, Inc. (NASDAQ:VRNG) will literally buy patents by the hundreds - perhaps sometimes without even knowing what some of those patents even cover - in an effort to arm itself with any and every possible patent for any and every contingency. Most are likely worthless, which means companies like InterDigital or Vringo may have wasted shareholder money by buying IP that isn't capable of bearing revenue.

  • source from Top Stocks Blog:http://www.topstocksblog.com/hot-small-cap-companies-to-watch-in-right-now.html

Wednesday, March 19, 2014

Top Specialty Retail Companies To Buy For 2014

Auto parts retailers like large cap O'Reilly Automotive Inc (NASDAQ: ORLY) and mid cap Advance Auto Parts, Inc (NYSE: AAP)�along with small cap auto parts stock Federal-Mogul Corp (NASDAQ: FDML) have been a bright spot on the economy as consumers try to stretch the lives of their automobiles or vehicles in the bad or uncertain economy. In fact, Investors Business Daily has recently noted that the�average age of cars on the road is about 11.5 years and that�� of course good news for auto parts retailers while�any uptick in sales or production of auto parts in general�will be good for companies like Federal-Mogul Corp. With that in mind, here�is a look at�how these three auto parts retailers or auto parts stocks are taking investors for a ride in a good way:

O'Reilly Automotive Inc. Founded in 1957 by the O'Reilly family, O'Reilly Automotive is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment and accessories in the United States, serving both the do-it-yourself and professional service provider markets. As of June 30, the company operated 4,087 stores in 42 states. Yesterday, O'Reilly Automotive reported an 8% revenue increase to $1.73 billion while net income increased 17% to $186 million for the 19th consecutive quarter of 15% or greater adjusted diluted earnings per share growth. O'Reilly Automotive is on�target to open 190 net new stores in 2013 and plans to increase new store growth in 2014 to 200 new stores. In addition, the company has $360 million remaining under its current share repurchase authorization. However, it should also be mentioned that O'Reilly Automotive�� cash�tends to be�locked in inventories while current and long term liabilities has been steadily increasing over the past few quarters according to Google Finance data���something investors should keep an eye on.�In addition, many of its stores are concentrated in certain regions of the country which could make the country vulnerable to economic fluctuations in those regions. On Wednesday, large cap O'Reilly Automotive rose 0.40% to $134.31 (ORLY has a 52 week trading range of $79.24 to $135.62 a share) for a market cap of $14.58 billion plus the stock is up 52.4% since the start of the year, up 66.7% over the past year and up 497.7% over the past five years.

Top Specialty Retail Companies To Buy For 2014: Ulta Salon Cosmetics and Fragrance Inc (ULTA)

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta), incorporated on January 9, 1990, is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services in the United States. During the year ended January 28, 2012 (fiscal 2011), the Company opened 61 new stores. It operates full-service salons in all of its stores. Its Ulta store format includes an open and modern salon area with approximately eight to 10 stations. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room, semi-private shampoo and hair color processing areas. Each salon is a full-service salon offering hair cuts, hair coloring and permanent texture, with salons also providing facials and waxing.

The Company offers products in the categories, such as cosmetics, which includes products for the face, eyes, cheeks, lips and nails; haircare, which includes shampoos, conditioners, styling products, and hair accessories; salon styling tools, which includes hair dryers, curling irons and flat irons; skincare and bath and body, which includes products for the face, hands and body; fragrance for both men and women; private label, consisting of Ulta branded cosmetics, skincare, bath and body products and haircare, and other, including candles, home fragrance products and other miscellaneous health and beauty products. The Company has combined its three operating segments: retail stores, salon services and e-commerce, into one reportable segment.

The Company competes with Macy��, Nordstrom, Sephora, Bath & Body Works, CVS/pharmacy, Walgreens, Target, Wal-Mart, Regis Corp., Sally Beauty and JCPenney salons.

Advisors' Opinion:
  • [By Teresa Rivas]

    Ulta Salon (ULTA) jumped more than 13% after its second quarter beat estimates and raised its full year comparable sales guidance.

    Safeway (SWY) was up nearly 4% after an upgrade to Outperform at Credit Suisse, which also upgraded lululemon (LULU), sending shares up 1%, and downgraded Under Armour (UA)��hares were down 1.6%.

  • [By Dan Caplinger]

    Finally, beyond the Dow, the end of earnings season and M&A activity continued to move stocks. Ulta Salon (NASDAQ: ULTA  ) has soared 15.6% after it released favorable results, including same-store sales gains of 6.7% and a 23% increase in overall revenue. Somewhat weak guidance for the current quarter wasn't enough to slow the stock's advance. Meanwhile, Cooper Tire (NYSE: CTB  ) launched 40% higher after getting a $35 per-share buyout bid from Indian company Apollo Tyres. If companies see value even as the stock market pauses or corrects, then further acquisition activity could well spur the market's bull run onward.

  • [By Lisa Levin]

    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) shares rose 7.73% to $96.43. The volume of Ulta Salon shares traded was 708% higher than normal. Ulta Salon reported better-than-expected fourth-quarter earnings. Ulta Salon posted its quarterly earnings of $1.09 per share, beating analysts' estimates of $1.07 per share.

  • [By Jake L'Ecuyer]

    Equities Trading UP
    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) shares shot up 7.17 percent to $95.93 after the company reported better-than-expected fourth-quarter earnings. Ulta Salon posted its quarterly earnings of $1.09 per share, beating analysts' estimates of $1.07 per share.

Top Specialty Retail Companies To Buy For 2014: Puget Technologies Inc (PUGE)

PUGET TECHNOLOGIES, INC., incorporated on March 17, 2010, is a development-stage company. The Company is engaged in the distribution of luxury wool bedding sets produced in Germany. The Company�� product includes Lama Wool, Camel Wool, Cashmere Wool and Merino Wool.

The Company�� Lama Wool is consists of 50% Lama Wool hair, and 50% Merino wool hair. The Camel wool is consists of 50% Camel wool hair, and 50% Merino wool hair. The Cashmere wool is blended with Merino wool.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Inscor, Inc (OTCMKTS: IOGA), Puget Technologies Inc (OTCBB: PUGE) and PTA Holdings Inc (OTCMKTS: PTAH) have all been getting some attention lately in various investment newsletters or investor alerts. However, two of these small caps have been the subject of paid promotions while the third is getting attention largely because its in the growing marijuana or cannabis business. With that in mind, are these stocks really all that hot or not? Here is a quick reality check:

Top 5 Dow Dividend Stocks For 2014: Natural Grocers By Vitamin Cottage Inc (NGVC)

Natural Grocers by Vitamin Cottage, Inc., incorporated on April 9, 2012, is a specialty retailer of natural and organic groceries and dietary supplements. The Company operates within the natural products retail industry. The Company offers products and brands, including a selection of natural and organic food, dietary supplements, body care products, pet care products and books.

The Company offers its customers an average of approximately 18,000 store-keeping units (SKUs) of natural and organic products per store, including an average of approximately 7,000 SKU of dietary supplements. As of June 30, 2012, the Company operated 55 stores in 11 states, including Colorado, Idaho, Kansas, Missouri, Montana, Nebraska, New Mexico, Oklahoma, Texas, Utah and Wyoming, as well as a bulk food repackaging facility and distribution center in Colorado. The size of its stores varies from 5,000 selling square feet to 14,500 selling square feet, and a new store averages 9,500 selling square feet.

Advisors' Opinion:
  • [By John Udovich]

    Small cap Natural Grocers by Vitamin Cottage (NYSE: NGVC) and mid cap Sprouts Farmers Market Inc (NASDAQ: SFM) are taking aim at natural and organic foods supermarket giant Whole Foods Market (NASDAQ: WFM), but do either of these stocks have what it takes to take on the the king of organic retailing? Whole Foods Market was founded in Austin way back in 1978 by a�twenty-five year old college dropout and a twenty-one year old�at a time when there were only a handful of natural or organic�supermarkets in the country. Today, Whole Foods Market�has 364 stores in the United States, Canada and the United Kingdom���which are sometimes referred to as ��hole Wallet��r ��hole Paycheck��given how much it costs to shop there.

  • [By David Mamos]

    The Fresh Market Inc. (Nasdaq: TFM), Natural Grocers by Vitamin Cottage Inc. (NYSE: NGVC), and privately held Trader Joe's are others crowding into the field.

Top Specialty Retail Companies To Buy For 2014: CSS Industries Inc (CSS)

CSS Industries, Inc. (CSS), incorporated on November 5, 1923, is a company primarily engaged in the design, manufacture, procurement, distribution and sale of seasonal and all occasion social expression products, principally to mass market retailers. These seasonal and all occasion products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper, decorations, classroom exchange Valentines, decorative ribbons and bows, floral accessories, Halloween masks, costumes, make-up and novelties, Easter egg dyes and novelties, craft and educational products, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, and other gift items that commemorate life�� celebrations. In September 5, 2012, it sold the Halloween portion of its Paper Magic business to Gemmy Industries (HK) Limited.

CSS��product provides its retail customers the opportunity to use a single vendor for much of their seasonal product requirements. A substantial portion of CSS��products are manufactured, packaged and/or warehoused in 10 facilities located in the United States, with the remainder purchased primarily from manufacturers in Asia and Mexico. The Company�� products are sold to its customers by national and regional account sales managers, sales representatives, product specialists and by a network of independent manufacturers��representatives. The Company�� principal operating subsidiaries include Paper Magic Group, Inc. (Paper Magic), Berwick Offray LLC (Berwick Offray) and C.R. Gibson, LLC (C.R. Gibson). CSS designs, manufactures, procures, distributes and sells a range of seasonal consumer products primarily through the mass market distribution channel. Christmas products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper and decorations. CSS��Valentine product offerings include classroom exchange Valentine cards and other related Valen! tine products, while its Easter product offerings include Dudley�� brand of Easter egg dyes and related Easter seasonal products. CSS also designs and markets decorative ribbons and bows, all occasion boxed greeting cards, gift wrap, gift bags, gift boxes, gift card holders, decorative and waxed tissue, decorative films and foils, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, floral accessories and other gift and craft items to its mass market, craft, specialty and floral retail and wholesale distribution customers, and teachers' aids and other learning oriented products to the education market through mass market retailers, school supply distributors and teachers' stores. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Dudley��, Don Post Studios, Eureka, Learning Playground, Stickerfitti and iota. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Seastone, Dudley��, Eureka, Learning Playground and Stickerfitti.

CSS operates 10 manufacturing and/or distribution facilities located in Pennsylvania, Maryland, New Hampshire, South Carolina, Alabama and Texas. Its boxed greeting cards are produced by Asian manufacturers to the Company�� specifications. Halloween make-up and Easter egg dye products are manufactured in Asia to specific formulae by contract manufacturers who meet regulatory requirements for the formularization and packaging of such products. Ribbons and bows are primarily manufactured and warehoused in seven facilities located in Pennsylvania, Maryland, South Carolina and Texas. Memory books, stationery, journals and notecards, infant and wedding photo albums, scrapbooks, and other gift items are imported from Asian manufacturers and warehoused and distributed from a distribution facility in Florence, Alabama. Floral accessories, including pot covers, foil, waxed tissue, shred, aisle runners, corsage bags and other paper! and film! products, are manufactured in a facility located in Milford, New Hampshire and Juarez, Mexico. Manufacturing includes gravure and flexo printing, waxing and converting. Products are warehoused and distributed from a distribution facility in Berwick, Pennsylvania. Other products including, but not limited to, decorative tissue paper, all occasion gift wrap, gift tags, gift bags, gift boxes, gift card holders, classroom exchange Valentine products, Halloween masks, costumes and novelties, Easter products, decorations and school products are designed to the specifications of CSS and are imported primarily from Asian manufacturers.

Advisors' Opinion:
  • [By Rich Duprey]

    Gifts maker�CSS Industries� (NYSE: CSS  ) �announced yesterday its second-quarter dividend of $0.15 per share, the same rate it's paid since 2008.

Top Specialty Retail Companies To Buy For 2014: Vitamin Shoppe Inc (VSI)

Vitamin Shoppe, Inc., incorporated on September 27, 2002, is a specialty retailer and direct marketer of vitamins, minerals, herbs, specialty supplements, sports nutrition and other health and wellness products. During the fiscal year ended December 29, 2012 (fiscal 2012), the Company marketed over 400 different brands, as well as its own brands, which include Vitamin Shoppe, BodyTech and True Athlete. The Company sells its products through two segments: retail and direct. In the Company's retail segment, the Company had a total of 286 new stores during the fiscal 2012. As of January 26, 2013, the Company operated 579 stores in 42 states, the District of Columbia, Puerto Rico and Ontario, Canada, primarily located in high-traffic regional retail centers. In the Company's direct segment, the Company sells its products directly to consumers through the Internet, primarily at www.vitaminshoppe.com. On February 14, 2013, Vitamin Shoppe Mariner, Inc. acquired Super Supplements, Inc.

Retail

The Company's retail segment includes its retail store format. Its retail stores are is located in diverse geographic and demographic markets, ranging from urban locations in New York City, to suburban locations in Plantation, Florida and Manhattan Beach, California. As of January 26, 2013, the Company leased the property for all of its 579 stores. The Company's primary warehouse and distribution center and corporate headquarters are consolidated into a leased, 230,000 square-foot facility.

Products

The Company offers a selection of vitamins, minerals, herbs, homeopathic remedies, specialty supplements, such as fish oil, probiotics, glucosamine and Co Q10, sports nutrition, weight management, as well as natural bath and beauty, pet supplements and options for a healthy home. The Company's offers includes approximately 17,500 stock keeping units (SKUs) from over 400 brands. The Company offers products to its assortment in its Vitamin Shoppe, BodyTech, True Athlete and O! ptimal Pet brands, which include products, such as Ultimate Man, Ultimate Women, Whey Tech Pro 24 and Natural Whey Protein. The Company also offers an assortment from national brands, such as Optimum Nutrition, USP Labs, Garden of Life, Cytosport, Nature's Way, Solaray and Solgar. This assortment is designed to provide the Company's customers with a selection of available product in order to help them achieve their health and wellness goals.

The vitamin and mineral product category includes multi-vitamins, which many consider to be a foundation of a healthy regimen, lettered vitamins, such as Vitamin A, C, D, E, and B-complex, along with trace minerals, such as calcium, magnesium, chromium and zinc. Certain herbs can be taken to help support specific body systems, including ginkgo to support brain activity and milk thistle to help support liver function, as well as other less common herbs, such as holy basil for stress support and blood sugar control and black cohosh for menopause support. Herbal products include whole herbs, standardized extracts, herb combination formulas and teas.

Categories of specialty supplements include omega fatty acids, probiotics and condition specific formulas. Certain specialty supplements, such as organic greens, psyllium fiber and soy proteins, are taken for added support during various life stages. Folic acid is specifically useful during pregnancy. Super antioxidants, such as coenzyme Q-10, grapeseed extract and pycnogenol, are taken to address specific conditions. High ORAC (oxygen radical absorptive capacity) fruit concentrates like gogi, mangosteen, pomegranate and blueberry are taken to prevent oxygen radical damage. Other specialty supplement formulas are focused to support specific organs, biosystems and body functions. The Company offers approximately 3,000 SKUs in sports nutrition.

The Company's other category include natural beauty and personal care, diet and weight management supplements, natural pet food, and low carb foo! ds. Natur! al beauty and personal care products offer an alternative to traditional products that often contain synthetic and/or other ingredients that the Company's customers find objectionable. The Company offers approximately 3,000 SKUs for its other category. The Company's natural pet products include nutritionally balanced foods and snacks along with condition specific supplements such as glucosamine for joint health. Its variety of diet and weight management products range from low calorie bars, drinks and meal replacements to energy tablets, capsules and liquids.

The Company competes with Vitamin World, GNC, Whole Foods, Costco, Wal-Mart, Rite-Aid, Walgreens, Amazon.com, Puritan's Pride, Vitacost.com, Bodybuilding.com, Doctors Trust, Swanson and iHerb.

Advisors' Opinion:
  • [By Jeremy Bowman]

    What: Shares of the Vitamin Shoppe (NYSE: VSI  ) were looking under the weather today, falling as much as 10% after a disappointing earnings report.

Top Specialty Retail Companies To Buy For 2014: Barnes & Noble Inc (BKS)

Barnes & Noble, Inc. (Barnes & Noble), incorporated on November 19, 1986, is a bookseller. The Company is a content, commerce and technology company that provides customers access to books, magazines, newspapers and other content across its multi-channel distribution platform. As of April 27, 2013, it operated 1,361 bookstores in 50 states, 686 bookstores on college campuses, and operates one of the Web eCommerce sites, and develops digital content products and software. Barnes & Noble operates in three segments: B&N Retail, B&N College and NOOK. The Company�� principal business is the sale of trade books (generally hardcover and paperback consumer titles), mass market paperbacks (such as mystery, romance, science fiction and other popular fiction), children�� books, eBooks and other digital content, NOOK and related accessories, bargain books, magazines, gifts, cafe products and services, educational toys & games, music and movies direct to customers through its bookstores or on barnesandnoble.com.

Of the Company�� 1,361 bookstores, 675 operate primarily under the Barnes & Noble Booksellers trade name. Barnes & Noble College Booksellers, LLC (B&N College), a wholly owned subsidiary of Barnes & Noble, operates 686 college bookstores at colleges and universities across the United States. Barnes & Noble Retail (B&N Retail) operates the 675 retail bookstores. Retail also includes the Company�� eCommerce site and Sterling Publishing Co., Inc. (Sterling or Sterling Publishing), a leader in general trade book publishing.

B&N Retail

This segment includes 675 bookstores as of April 27, 2013, primarily under the Barnes & Noble Booksellers trade name. These stores generally offer a dedicated NOOK area, a comprehensive trade book title base, a cafe, and departments dedicated to Juvenile, Toys & Games, DVDs, Music, Gift, Magazine and Bargain products. The stores also offer a calendar of ongoing events, including author appearances and children�� activities. The B&! N Retail segment also includes the Company�� eCommerce website, barnesandnoble.com, and its publishing operation, Sterling Publishing. Barnes & Noble stores range in size from 3,000 to 60,000 square feet depending upon market size, with an overall average store size of 26,000 square feet. During the fiscal year ended April 27, 2013 (fiscal), the Company reduced the Barnes & Noble store base by 0.3 million square feet, bringing the total square footage to 17.7 million square feet. The Company�� B&N Retail segment purchases physical books on a regular basis from over 800 publishers and over 50 wholesalers or distributors. As of April 27, 2013, Barnes & Noble had stores in 162 of the total 210 Designated Market Area markets.

Sterling Publishing is a publisher of non-fiction trade titles. It is a range of non-fiction and illustrated books and kits across a range of imprints, in categories, such as health and wellness, music and culture, food and wine, crafts and photography, puzzles and games, history and current affairs, as well as a children�� books.

B&N College

B&N College sells new and used textbooks in campus bookstores and online. As of April 27, 2013, B&N College operated 686 stores nationwide. The Company�� customer base, which is mainly consisted of students and faculty, can purchase various items from their campus stores, including textbooks and course-related materials, emblematic apparel and gifts, trade books, computer products, NOOK products and related accessories, school and dorm supplies, convenience and cafe items.

As of April 27, 2013, B&N College operates 651 traditional college bookstores and 35 academic superstores, which are generally larger in size, offer cafes and provide a sense of community that engages the surrounding campus and local communities in college activities and culture. The traditional bookstores range in size from 500 to 48,000 square feet. The academic superstores range in size from 8,000 to 75,000 square feet. B&! N College! �� three customer constituencies are students, faculty members and campus administrators.

NOOK

This segment includes the Company�� digital business, which includes the Company�� eBookstore, digital newsstand and sales of NOOK devices and accessories to third party distribution partners, as well as to B&N Retail and B&N College. Barnes & Noble�� NOOK digital bookstore and Reading Apps provide customers the ability to purchase and read their digital content and access to their Lifetime Library on a range of digital platforms, including Windows 8 PCs and tablets, iPad, iPhone , Android smartphones and tablets, PC and Mac. Barnes & Noble has implemented features on its digital platform to ensure that customers can access their NOOK content from almost all of today�� most popular devices.

The Company competes with Target, Books-A-Million, Waldenbooks, Amazon.com, Apple, Wal-Mart and Costco.

Advisors' Opinion:
  • [By Johanna Bennett]

    I don�� think this was on Barnes & Noble�� (BKS) Christmas list. The SEC is investigating the book seller�� accounting, including its recent decision to restate earnings for the 2011 and 2012 fiscal years, according to regulatory filings. The Wall Street Journal has the story.

    Barnes & Noble said it was notified by the SEC on Oct. 16 that the commission had started an investigation into the company’s restatement of earnings, announced on July 29. On that day, Barnes & Noble said in a filing that it had restated its previous financial statements for the years ending April 28, 2012, and April 30, 2011, “in order to correct previously reported amounts.”

    The company said it had “incorrectly overstated certain accruals for the periods prior to April 27, 2013,” related to its distribution center.

    Additionally, in a filing on Thursday, the company said that after a review of deferred tax assets and liabilities, it had “concluded” that a deferred tax liability should be reversed.

    The bookseller said it is cooperating with the SEC investigation. A Barnes & Noble spokeswoman declined further comment. A spokesman for the SEC also declined to comment.

    The news pounded a stock on what is otherwise a big day for equity markets. At $15.15, Barnes & Noble fell 7.6%.

Top Specialty Retail Companies To Buy For 2014: WH Smith PLC (SMWH)

WH Smith PLC is a United Kingdom-based retail company. The Company has two businesses divisions: Travel and High Street. The Company's Travel division sells a range of newspapers, magazines, books and impulse products for people on the move and a broader convenience range in hospitals and workplaces. The Company's High Street sells a wide range of stationery, books, newspapers, magazines and impulse products, as well as a small range of entertainment products.The Company�� subsidiaries include WH Smith PLC, WH Smith Retail Holdings Limited, WH Smith High Street Holdings Limited, WH Smith Travel Holdings Limited, WH Smith High Street Limited, WH Smith Travel Limited and WH Smith Hospitals Holdings Limited. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Hays Plc (HAS) climbed 2.2 percent after the recruitment company said quarterly fees increased in its European markets. WH Smith Plc (SMWH) jumped the most in six months after raising its final dividend and saying it plans to repurchase an additional 50 million pounds ($80 million) of shares. Melrose Industries Plc (MRO) added 1.8 percent after KKR & Co. said it will pay about $1 billion for two of its U.S. industrial-products companies.

Top Specialty Retail Companies To Buy For 2014: Vitacost.com Inc (VITC)

Vitacost.com, Inc. (Vitacost), incorporated in May 20, 1994, is an online retailer of health and wellness products, including dietary supplements such as vitamins, minerals, herbs and other botanicals, amino acids and metabolites, as well as cosmetics, natural personal care products, pet products, sports nutrition and health foods. The Company sells these products directly to consumers primarily through its Website, www.vitacost.com. It offers its customers the selection of healthy living products. It offers its customers a selection of approximately 40,000 Stock Keeping Units (SKUs), from over 2,000 third-party brands, such as New Chapter, Nature�� Way, Twinlab, Source Naturals, Jarrow Formulas, Jason, Desert Essence, Atkins, Bob�� Red Mill, BSN, Optimum Nutrition, USP Labs and MuscleTech in addition to its own brands: Vitacost, Cosmeceutical Sciences Institute (CSI), Best of All, and Smart Basics. As of December 31, 2012, the Company had approximately 2.1 million customers.

The Company offers products in a range of potency levels and dosage forms, such as tablets, capsules, vegi-capsules, softgels, gelcaps, liquids and powders. It offers products that encompass four main categories: Vitamins, Minerals, Herbs and Supplements; Sports Nutrition; Beauty; and Natural and Organic Food.

Vitamins, Minerals, Herbs and Supplements (VMHS)

VMHS products are taken to maintain or improve health and address specific health conditions. In its dietary supplements category, the Company offers its offer its Vitacost branded products as well as third-party brands such as Nature�� Way, Twinlab, Jarrow, Carlson and Rainbow Light. Vitamin and mineral products include multi-vitamins, lettered vitamins, such as Vitamin A, C, D, E and B-complex, along with minerals such as calcium, magnesium, chromium and zinc.

Herbal products include whole herbs, standardized extracts, herb combination formulas and teas. Supplements include essential fatty acids, probiotics, anti-o! xidants, phytonutrients and condition-specific formulas.

Sports Nutrition

Sports nutrition products are used in conjunction with cardiovascular conditioning, weight training and sports activities. Major categories in sports nutrition include protein and weight gain powders, meal replacements, nutrition bars, sport drinks and pre and post-workout supplements. The Company offers bodybuilding and sports products from third parties, such as Optimum Nutrition, CytoSport and BSN as well as our Vitacost branded sports nutrition products.

Beauty

Natural care products consist of a variety of natural products for skin, body, hair and oral health. The Company offers hundreds of natural personal-care products from companies, such as JASON, and Kiss My Face, as well as its CSI-branded products. These products appeal to allergen-conscious and environmentally-conscious consumers seeking products that are made without harsh chemicals and additives.

Natural and Organic Food

Natural and organic food products consist of organic and specialty products such as organic peanut butter, gluten free foods and low mercury tuna and salmon. The Company offers third-party brands, such as Kashi, Eden Foods and Amy�� Organic, as well as its Best of All natural food products.

Under its Vitacost brand, the Company offers over 900 products including multivitamins, minerals, herbs, amino acids, anti-oxidants and others. Under its CSI brand, it markets and sells health and beauty products such as facial cleanser, facial and body moisturizing creams and lotions, and other beauty and skincare products. Under its Best of All brand, it markets and sells organic food products such as banana chips, trail mix, almonds, cashews and more. Under its Smart Basics brand, it markets and sells organic fruit juices and extracts and related dietary supplements. Under its Walker Diet brand, it markets and sells low carb powders used to assist in weight loss and ! managemen! t.

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 Vitacost.com (Nasdaq: VITC  ) , whose recent revenue and earnings are plotted below.

  • [By Seth Jayson]

    Margins matter. The more Vitacost.com (Nasdaq: VITC  ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Vitacost.com's competitive position could be.

Top Specialty Retail Companies To Buy For 2014: Firstin Wireless Technology Inc (FINW)

Firstin Wireless Technology, Inc., formerly Passionate Pet, Inc., incorporated on September 30, 2010, is a mobile service provider. The Company is a software-based mobile service provider that enables enterprises and business users to make affordable and business-quality international long distance and roaming calls over its hybrid mobile VoIP (HY-mVoIPTM) technology. Its service does not replace a user�� existing wireless service, it augments it with global communication capabilities. The Company's application is free to download, and is available on Apple iPhone, Blackberry and Android smartphones.

The Company provides international long distance and roaming services to enterprises and business travelers over smartphones. Business users need to download the Firstin application onto their smartphones to allow them to place and receive international long distance and roaming calls from anywhere in the world for a fixed monthly fee and unlimited usage. The Company intends to revolutionize business mobile communications by spearheading the enterprise mobile VoIP revolution allowing for anywhere, anytime, business-quality and low-cost voice and data communications over smartphones.

Advisors' Opinion:
  • [By Peter Graham]

    A look at SofTech, Inc�� financials reveals revenues of $1,375k (most recent reported quarter), $1,558k, $1,458k and $1,772k for the past four quarters along with net losses of $266k (most recent reported quarter), $51k and $14k and net income of $252k. At the end of August, SofTech, Inc had $828k in cash to cover $2,717k in current liabilities and $5,445k in total liabilities. Given the recent Asset Purchase Agreement and the deal with lenders, it would be good to wait for some more financials to see how SofTech, Inc�� balance sheet has improved.

    Firstin Wireless Technology Inc (OTCMKTS: FINW) Has Been Quiet Since February

    Small cap Firstin Wireless Technology is a mobile communications company that is leading the shift to the enterprise mobile VoIP revolution through its mobile telephony platform and apps, including a flagship Firstin solution that allows for anywhere, anytime mobile communications at significant cost reductions. On Friday, Firstin Wireless Technology closed at $0.255 for a market cap of $8.57 million plus FINW is down 3,087.5% over the past year and down 78.7% since August 2011 according to Google Finance.

  • [By Peter Graham]

    Small cap stocks Bonamour Inc (OTCBB: BONI), Firstin Wireless Technology Inc (OTCMKTS: FINW) and Microchannel Technologies Corp (OTCBB: MCTC) have been attracting attention from variosu investment newsletters lately with at least two of these stocks being the subject of paid promotions. Of course, there is nothing wrong with properly disclosed paid promotions or investor relation types of activities as its up to investors and traders alike to do their due diligence. So how hot are these small cap stocks? Here is a quick reality check that might cool your appetite:

Top Specialty Retail Companies To Buy For 2014: FTD Companies Inc (FTD)

FTD Companies, Inc. (FTD), incorporated on April 25, 2008, is a floral and gifting company. The Company provides floral, gift and related products and services to consumers and retail florists, as well as to other retail locations offering floral and gift products primarily in the United States, Canada, the United Kingdom, and the Republic of Ireland. The Company operates in one segment, which includes floral and related products and services. Its business uses the FTD and Interflora brands, both supported by the Mercury Man logo. The Company�� portfolio of brands also includes Flying Flowers, Flowers Direct, and Drake Algar in the United Kingdom. On November 1, 2013, United Online, Inc. (United Online) completed the separation of United Online into two independent, publicly traded companies: FTD Companies, Inc. and United Online, Inc.

The Company�� products revenues are derived primarily from selling floral, gift and related products to consumers and the related shipping and service fees. Products revenues also include revenues generated from sales of hard goods, software and hardware systems, cut flowers, packaging and promotional products, and a range of other floral-related supplies to floral network members. Its services revenues related to orders sent through the floral network are variable based on either the number of orders or on the value of orders and are recognized in the period in which the orders.

Advisors' Opinion:
  • [By John Udovich]

    As we head towards Black Friday, small cap specialty retail stocks United Online, Inc (NASDAQ: UNTD), TravelCenters of America LLC (NYSE: TA) and MarineMax, Inc (NYSE: HZO) have the distinction of being the best performing small cap�specialty retail stocks for this year (according to Finviz.com) with gains of 181.2%, 123.8% and 71.8%, respectively. With those returns in mind, what are these small cap specialty retail stocks doing right and will the performance last through the all important holiday season? Here is what new and existing investors and traders alike need to know or consider:

    United Online, Inc.�A provider of consumer products and services over the Internet, United Online�� Content & Media segment services are online nostalgia (Memory Lane) and online loyalty marketing (MyPoints) while its�primary Communications segment services are Internet access and email (NetZero and Juno). The reason United Online is among the�best performing specialty retail stocks for this year in various stock screening tools like Finviz.com�is actually misleading as the company has just completed the spin off�of subsidiary FTD Companies, a floral and gifts products company acquired in August 2008 for $441 million, as�FTD Companies Inc (NASDAQ: FTD) where United Online shareholders received one share of FTD common stock for every five shares of United Online common stock they hold. In addition, United Online completed�a�one-for-seven reverse stock split of United Online shares.�On Tuesday, small cap United Online, Inc fell 1.01% to $15.72 (UNTD has a 52 week trading range of $11.65 to $62.30 a share) for a market cap of $207.79 million plus the stock is up 181.2% since the start of the year and up 182.2% over the past five years. Meanwhile, the FTD Companies Inc�now has a�market cap of $611.60 and the stock is up almost 6% since October.