Thursday, August 7, 2014

Top Trucking Companies To Watch For 2014

Snowstorms and frigid temperatures across much of the USA the past six weeks have stalled shipments, forcing some manufacturers to shut down for days and delaying deliveries to some retailers.

The snarls have compounded the effects of weather on the economy. Last week, the government reported that factory production fell sharply in January. Some workers have seen reduced hours and pay.

The disruptions are also helping drive up some trucking rates ��costs that could get passed through to consumers.

"It has a massive ripple effect through the supply chain and the economy," says Bob Costello, chief economist of the American Trucking Association.

Ports in New York and New Jersey have been especially hard hit. Not only did New Jersey ports close during each big storm but operations were slowed afterward as workers moved snow to make room for shipping containers, says Evans Papantourous, owner of EP Transportation and Logistics. The firm hires trucking companies for shippers.

Top 5 Consumer Service Stocks To Buy Right Now: TFS Financial Corporation(TFSL)

TFS Financial Corporation operates as a holding company for Third Federal Savings and Loan Association of Cleveland. The company provides retail consumer banking, including mortgage lending, deposit gathering, and other financial services in Ohio and Florida. Its deposit accounts consist of savings accounts, negotiable order of withdrawal accounts, certificates of deposit accounts, individual retirement accounts, and other qualified plan accounts. The company also offers residential real estate mortgage loans, home equity loans, lines of credit, residential construction loans, and consumer loans. It operates 39 full-service branches and 8 loan production offices. TFS Financial Corporation, through its subsidiary, Third Capital, Inc. engages in net lease transactions of commercial buildings; maintains minority investments in private equity funds, and provide escrow and settlement services; and reinsures private mortgage insurance on residential mortgage loans. The company w as founded in 1938 and is headquartered in Cleveland, Ohio.

Advisors' Opinion:
  • [By Jim Royal]

    The special situation
    For those of you following my Special Situations portfolio, Investors Bancorp is in a spot similar to First Financial Northwest (NASDAQ: FFNW  ) and TFS Financial (NASDAQ: TFSL  ) , both of which are featured substantially in the portfolio. While Investors Bancorp is still only a partially demutualized thrift (like TFS Financial today), it will soon become a fully public institution, like First Financial.

Top Trucking Companies To Watch For 2014: Utah Medical Products Inc.(UTMD)

Utah Medical Products, Inc. produces medical devices for the healthcare industry primarily in the United States and Europe. The company provides labor and delivery/obstetrics products, including fetal monitoring accessories, vacuum-assisted delivery systems, and other obstetrical tools, as well as neonatal intensive care products, such as DISPOSA-HOOD, an infant respiratory hood; DELTRAN PLUS, a blood pressure monitoring system; and GESCO, a biocompatible silicone catheter. It also offers umbilical vessel and artery, thermosensitive polyurethane, and peripherally inserted central venous catheters; enteral feeding devices; DIALY-NATE, a disposable peritoneal dialysis set; PALA-NATE, a silicone oral protection device; and MYELO-NATE for obtaining cerebral spinal fluid samples. In addition, the company provides gynecology/urology/electrosurgery products comprising LETZ System to excise cervical intraepithelial neoplasia; FINESSE electrosurgical generator; FILTRESSE evacuators ; EPITOME, an electrosurgical scalpel; PATHFINDER PLUS, an endoscopic irrigation device; LIBERTY system to treat and control urinary incontinence in women; ENDOCURETTE, a curette for uterine endometrial tissue sampling; TVUS/HSG-Cath to assess abnormal uterine bleeding; and LUMIN for manipulating the uterus. Further, it offers DELTRAN for blood pressure monitoring; and pressure monitoring accessories, components, and other molded parts. The company?s products are used in neonatal intensive care units, labor and delivery departments, and women?s health center in hospitals, as well as in outpatient clinics and physician's offices. It markets its products through direct sales representatives, independent manufacturers? representatives, specialty distributors, national hospital distribution companies, and other medical device manufacturers; and through other medical device companies and independent medical products distributors. The company was founded in 1978 and is headquar tered in Midvale, Utah.

Advisors' Opinion:
  • [By Geoff Gannon]

    Utah Medical Products (UTMD)

    There are some interesting stories on that list. Buffett watchers know The Washington Post. Ben Graham fans know National Presto. Anyone who follows net-nets is familiar with Micropac. If you��e a high ROC investor you��e probably come across Utah Medical Products (operating margins are over 30%). Atrion has one of the most interesting histories of value creation starting in the 1990s. And Arden is a grocer that earns a 15% return on equity in a bad year.

Top Trucking Companies To Watch For 2014: Central European Media Enterprises Ltd.(CETV)

Central European Media Enterprises Ltd., a media and entertainment company, operates broadcast, content, and new media businesses in central and eastern Europe. The company operates in three segments: Broadcast, Media Pro Entertainment, and New Media. The Broadcast segment operates 30 television channels reaching an aggregate of approximately 49 million people primarily in 6 countries. It operates television channels, including BTV, BTV CINEMA, BTV COMEDY, RING.BG, BTV ACTION, and BTV LADY, a female-oriented cable channel in Bulgaria; NOVA TV, DOMA, and NOVA WORLD in Croatia; TV NOVA, NOVA CINEMA, NOVA SPORT, and MTV CZECH in the Czech Republic; PRO TV, PRO TV INTERNATIONAL, ACASA, PRO CINEMA, MTV ROMANIA, PRO TV CHISINAU, and SPORT.RO in Romania; TV MARK�A and DOMA in the Slovak Republic; POP TV, KANAL A, and POP BRIO in Slovenia, as well as various radio channels in Bulgaria. The Media Pro Entertainment segment develops, produces, and distributes content for its own te levision channels, as well as to third parties through the theatrical and home video operations; sells DVD and Blu Ray discs to wholesale and retail clients; and distributes theatrical, home entertainment, digital, and television film rights. It also owns and operates 16 cinema screens in Romania. The New Media segment offers television content; and operates various news portals, niche Websites, and television-related Websites. Central European Media Enterprises Ltd. was founded in 1994 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By Ben Eisen]

    Central European Media Enterprises (CETV) �fell 5.2% premarket after gaining 1% in the previous session.

  • [By Monica Gerson]

    Central European Media Enterprises (NASDAQ: CETV) dipped 3.22% to $3.91 in the pre-market session after falling 0.25% on Monday.

    Golub Capital BDC (NASDAQ: GBDC) dipped 2.88% to $17.89 in pre-market trading after the company announced a public offering of 3.5 million shares of its common stock.

  • [By Monica Gerson]

    Central European Media Enterprises (NASDAQ: CETV) shares dropped 25.53% to $4.55 in pre-market trading after the company posted an operating loss in the third quarter and lowered its 2013 outlook.

  • [By Roberto Pedone]

     

    Central European Media Enterprises (CETV) is a media and entertainment company that operates broadcast, content and new media businesses in central and Eastern Europe. This stock closed up 8.7% to $2.37 in Tuesday's trading session.

     

    Tuesday's Range: $2.20-$2.40

    52-Week Range: $2.03-$6.85

    Tuesday's Volume: 1.48 million

     

    Three-Month Average Volume: 1.11 million

     

    From a technical perspective, CETV ripped sharply higher here right off some near-term support at $2.17 with above-average volume. This move pushed shares of CETV into breakout territory, since the stock took out some near-term overhead resistance at $2.31. This move is also coming off oversold territory, since CETV's current relative strength index reading is 29.39. Market players should now look for a continuation move higher in the short-term if CETV can take out Tuesday's high of $2.40 to some more resistance at $2.53 with high volume.

     

    Traders should now look for long-biased trades in CETV as long as it's trending above support at $2.17 or at $2.12 and then once it sustains a move or close above $2.40 to $2.53 with volume that hits near or above 1.11 million shares. If we get that move soon, then CETV will set up to re-test or possibly take out its next major overhead resistance levels at $3 to $3.18. Any high-volume move above $3.18 will then give CETV a chance to tag its 200-day at $4.17.

     

Top Trucking Companies To Watch For 2014: China Ming Yang Wind Power Group Ltd (MY)

China Ming Yang Wind Power Group Limited incorporated on February 26, 2009, is a wind turbine manufacturer in China, focusing on designing, manufacturing, selling and servicing megawatt-class wind turbines. The Company�� products consist of basic models of wind turbines, each with a rated power capacity of 1.5 megawatt (MW); wind turbines with a rated power capacity of 2.0MW, and 2.5/3.0MW SCD wind turbines. Each product type may be installed with one of three rotor blade models depending on the location and wind conditions. As of December 31, 2012, the Company had entered into sales contracts with 37 end customers to deliver 3,730 units of its wind turbines.

It cooperates with aerodyn Energiesysteme to develop its 1.5 megawatt wind turbines and share intellectual property rights. It also has obtained licenses from aerodyn Asia Co., Ltd. (aerodyn Asia) to manufacture and distribute wind turbines utilizing its super-compact drive (SCD) technology, with a rated power capacity of 6.0MW.

The Company�� customers are the Chinese state-owned power producers which include Huaneng, China Datang, Huadian, China Guodian Corporation, and China Power Investment Corporation (CPIC) or their alternative energy subsidiaries, such as China Longyuan Power Group Corporation Limited (Longyuan), a subsidiary of Guodian, and China Datang Corporation Renewable Power Co., Limited (Datang Renewable), a subsidiary of China Datang. It also sells wind turbines to regional alternative energy investment companies, regional power producers and wind farm operators in the private sector. Its facilities are located in Zhongshan, Tianjin, Jilin, Rudong, Dali and Inner Mongolia in China.

The Company produces megawatt-class, grid-connected, horizontal-axis wind turbines, equipped with a double-fed constant frequency induction generator, which is a design of the generator that enables the generator to produce electric current of a constant frequency as the shaft rotates at varying speeds causing! the generator rotor to rotate at varying speed. It offers 1.5 megawatt turbines specially designed and developed for the wind and weather conditions and power grids in China. Its 1.5 megawatt wind turbines are equipped with rotor blades with a post-installation diameter of 77.1 meters, 82.6 meters or 89.0 meters.

The Company has license rights under a license agreement from aerodyn Asia to manufacture and distribute 2.5/3.0MW SCD wind turbines and 6.0MW SCD wind turbines in China. The Company is focused on developing 3.8MW wind turbine model for larger multi-megawatt wind turbines.

The Company competes with Sinovel, Goldwind, Dongfang Electric, United Power, Vestas, Gamesa Corporacion Tecnologica S.A. and GE Energy.

Advisors' Opinion:
  • [By John Udovich]

    Small cap Ocean Power Technologies Inc (NASDAQ: OPTT) just sank 34% on news that they have fired their CEO "for cause,��meaning its worth taking a closer look at the stock to see if there is anything to salvage (shares were rising more than 6% in after hours) plus take a look at the performance of potential renewable energy related peers like Ormat Technologies, Inc (NYSE: ORA), Broadwind Energy Inc (NASDAQ: BWEN) and China Ming Yang Wind Power Group Ltd (NYSE: MY).

  • [By Travis Hoium]

    What: Shares of wind turbine maker China Ming Yang Wind Power Group (NYSE: MY  ) jumped as much as 17% after reporting earnings.

    So what: Total revenue in the first quarter was up 98% to $129.7 million, and comprehensive income was $3.8 million, or $0.03 per share. This result is a swing back to profit for the company, and it looks like demand is picking up quickly this year. �

  • [By Garrett Cook]

    In trading on Tuesday, industrials shares were relative leaders, up on the day by about 0.26 percent. Top gainers in the sector included Perceptron (NASDAQ: PRCP), up 10.9 percent, China Ming Yang Wind Power Group (NYSE: MY), up 4.8 percent.

  • [By John Udovich]

    Small cap wind stock Broadwind Energy Inc (NASDAQ: BWEN) is up 203.7% since the start of the year, but investors might want to contain their excitement when they look closer at the�stock and�consider its�long term performance along with the performance of other wind investments like First Trust Global Wind Energy ETF (NYSEARCA: FAN) and wind energy stocks Vestas Wind Systems (OTCMKTS: VWDRY) and China Ming Yang Wind Power Group Ltd (NYSE: MY) to see whether BWEN is just blowing more hot air.

Top Trucking Companies To Watch For 2014: BlackRock Inc (BLK)

BlackRock, Inc. (BlackRock) is an independent investment management firm. The Company provides a range of investment and risk management services. The Company serves its clients as a fiduciary, and derives all of its revenues from client business. It invests in capital markets globally. Its clients include taxable, tax-exempt and official institutions (including pension funds, endowments, insurance companies, corporations, financial institutions, central banks and sovereign wealth funds) as well as retail investors and high net worth individuals. Its product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. It offer its products directly and through intermediaries in a range of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds (ETFs) and other exchange-traded products ( ETPs), collective investment funds and separate accounts. The Company also offers its BlackRock Solutions (BRS) investment systems, risk management and advisory services to institutional investors. In March 2012, it acquired Claymore Investments, Inc. from Guggenheim Partners, LLC.

Equity and Fixed Income

Equity and fixed income assets under management (AUM) include a range of active and passive strategies. Merger-related outflows in equities and fixed income, respectively, due to manager concentration.

Multi-Asset Class

BlackRock�� multi-asset class team manages a range of bespoke mandates. Investment solutions include a combination of long-only portfolios and alternative investments, as well as tactical asset allocation overlays. As of December 31, 2011, institutional investors represented 63% of multi-asset class AUM, while retail and high net worth investors accounted for 37%. Flows were almost evenly split as well. During the year ended December 31, 2011, with 55% of multi-asset class AUM managed for clients based in the Americas, 38% in Europe, the Mi! ddle East and Africa (EMEA) and 7% in Asia-Pacific. As of December 31, 2011, asset allocation and balanced products represented 56% of multi-asset class AUM. As of December 31, 2011, fiduciary management services accounted for 22% of multi-asset class AUM. As of December 31, 2011, target date and target risk funds is 22% of multi-asset class AUM.

Alternative Investments

As of December 31, 2011, the alternative investment client base was predominantly institutional, representing 73% of alternatives AUM with retail and high net worth investors comprising an additional 9% of AUM. As of December31, 2011, iShares consisted 18% of ending AUM. The geographic mix was well diversified, with 56% of AUM managed for clients in the Americas, 22% for clients in EMEA and 22% for clients in Asia-Pacific. The BlackRock Alternative Investors (BAI) group coordinates its alternative investment efforts, including product management, business development and client service. The products offered under the BAI umbrella are: core, which includes hedge funds, funds of funds and real estate offerings, and currency and commodities. Offerings include high yield debt and core, value-added and opportunistic equity portfolios. It also offers open-end hedge funds and similar products and closed-end funds. These products include a range of active and passive products managed through institutional separate accounts.

Cash Management and Securities Lending

Cash management products include taxable and tax-exempt money market funds and customized separate accounts. Portfolios may be denominated in the United States dollar, euro or pound sterling. As of December 31, 20110, its cash management clientele is institutional, with 84% of cash AUM managed for institutions and 16% for retail and high net worth investors. The investor base was also domestic, with 70% managed for investors in the Americas and 30% for clients in other regions, almost all EMEA-based.

Active Strategies

! The Company offers two types of active strategies: those that rely primarily on fundamental research and those that utilize primarily quantitative models to drive security selection and portfolio construction. As of December 31, 2011, active long-term AUM consisted of 23% equities, 52% fixed income, 18% multi-asset and 7% alternatives.

Active Equity

A range of products are offered, including global and regional portfolios; value, growth and core products; large, mid and small cap strategies, and selected sector funds. BlackRock manages active equity portfolios for a range of institutional and retail and high net worth investors globally. Approximately 48% of its active equity AUM was managed for investors based in the Americas, 38% in EMEA and 14% in Asia-Pacific.

Active Fixed Income

Fixed income mandates are tailored to client-specified liabilities, accounting, regulatory or rating agency requirements, or other investment policies. As of December 31, 2011, of BlackRock�� total active fixed income AUM, 81% was managed on behalf of institutional investors and 19% for retail and high net worth investors. The client base reflects 70% of active fixed income AUM managed for investors in the Americas, 21% for EMEA domiciled clients, and 9% for investors in the Asia-Pacific region.

Multi-Asset and Alternatives

During 2011, 97% of AUM in multi-asset class mandates, and 76% of AUM in alternative investments are managed in active strategies. As of December 31, 2011, equity products consisted 64% of institutional index AUM. Fixed income products represented 35% of institutional index AUM. Less than 1% of institutional index AUM is in alternatives or multi-asset class products.

iShares / ETPs

During 2011, the Company introduced 45 new ETPs, maintaining dual commitment innovation and responsible product structuring. Its product range offers investors the building blocks required to assemble diversified portfolio! s. As of ! December 31, 2011, its iShares product mix included 71%, in equity offerings, and 26%, in fixed income ETPs and 3%, in multi-asset class and alternative investments. In addition, the Company is an ETF manager in Mexico and has products in Chile, Peru, Brazil, Australia, Hong Kong and Japan. In addition, the Company is the ETP manager in Latin America.

BlackRock Solutions

BlackRock offers investment systems, risk management, outsourcing and advisory services under the BlackRock Solutions brand name. Its Aladdin operating platform serves as the investment system for BlackRock and institutional investors globally. BRS also offers comprehensive risk reporting through the Green Package and risk management advisory services, interactive fixed income analytics through its Web-based calculator, AnSer, middle and back office outsourcing services and investment accounting. Clients have also retained BRS��Financial Markets Advisory (FMA) group for a range of engagements, such as valuation and risk assessment of illiquid assets, portfolio restructuring, workouts and dispositions of distressed assets and financial and balance sheet strategies.

Transition Management Services

BlackRock also offers transition management services, involving the temporary oversight of a client�� assets as they transition from one manager to another or from one strategy to another. It provides service that includes project management and implementation based on achieving execution consistent with the client�� risk management tolerances. The average transition assignment is executed within three weeks. These portfolios are not included in AUM unless BlackRock has been retained to manage the assets after the transition phase.

Risk & Quantitative Analysis

Across all asset classes, the Risk & Quantitative Analysis (RQA) group at BlackRock provides risk management advice and independent risk oversight of the investment management processes, identifies and hel! ps manage! counterparty and operational risks, coordinates standards for firm wide investment performance measurement and determines risk management-related analytical and information requirements.

Advisors' Opinion:
  • [By Dan Caplinger]

    The ETF threat
    Part of what has tempered T. Rowe Price's success has been the rise of exchange-traded funds. Mutual-fund rivals Fidelity and Vanguard have embraced ETFs, with Vanguard steadily growing its own line of index ETFs to go alongside its index mutual fund offerings, while Fidelity entered into a partnership with BlackRock (NYSE: BLK  ) to offer its iShares line of ETFs at no commission to Fidelity customers. BlackRock in particular has vaulted to top status in the ETF industry, and although the fees that it collects from ETF assets are less on a percentage basis than what T. Rowe Price earns from active management, BlackRock's asset advantage makes it hugely profitable.

  • [By Bryan Murphy]

    It may not be as big as Invesco Ltd. (NYSE:IVZ) or as high-profile as BlackRock, Inc. (NYSE:BLK), but WisdomTree Investments, Inc. (NASDAQ:WETF) offers something to investors right now that IVZ and BLK don't ... a lot of near-term upside potential after a big tumble between January and May.

Top Trucking Companies To Watch For 2014: Australia and New Zealand Banking Group Ltd (ANZ)

Australia and New Zealand Banking Group Limited (ANZ) provides a range of banking and financial products and services to retail, small business, corporate and institutional clients. The Company conducts its operations in Australia, New Zealand and the Asia Pacific region. It also operates in a range of other countries, including the United Kingdom and the United States. The Company operates on a divisional structure with Australia, International and Institutional Banking (IIB), New Zealand, and Global Wealth and Private Banking. As of September 30, 2012, the Company had 1,337 branches and other points of representation worldwide, excluding automatic teller machines (ATMs). In September 2012, it sold its remaining shareholding in Visa Inc. Advisors' Opinion:
  • [By Weiyi Lim]

    The funds lured a net $25.9 billion in the period, Wei Liang Chang, a foreign-exchange strategist at Australia & New Zealand Banking Group Ltd. (ANZ), said by phone from Singapore today, citing data from EPFR Global. Developed markets posted $24.3 billion of inflows, while emerging-nation funds drew $1.6 billion, according to Chang.

  • [By Adam Haigh]

    Komatsu Ltd. tumbled 8 percent in Tokyo after the world�� second-largest maker of construction equipment cut its full-year profit forecast by 26 percent. Industrial & Commercial Bank of China Ltd. gained 1.4 percent in Hong Kong, pacing an advance among Chinese lenders, after China�� central bank added funds to the financial system for the first time in two weeks. Australia & New Zealand Banking Group Ltd. (ANZ) climbed 1.4 percent to a record in Sydney after posting its highest profit and raising its dividend more than forecast.

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