Another Strong Quarter In The Books
I'll admit that ��trong��is a relative concept, but I think Tiffany's 4% revenue growth (8% in constant currency) for its fiscal second quarter is pretty solid. Expectations were already pretty high for the company, though, and while comps rose 5% on a constant currency basis, the Street was looking for 6%. Growth in the Americas was weaker than expected (flat), while Europe (up 7% cc) was stronger than expected, and definitely stronger than what LVMH (Nasdaq: LVMUY) reported.
Hot Oil Service Stocks To Invest In 2015: Oci NV (OCI)
Oci NV is a Netherlands-based company, which divides its activities into two groups. The first group is engaged in the design, construction and maintenance of industrial and commercial infrastructures and buildings, such as roads, ports, railroads, hospitals, stadiums and water treatment units. The second group is engaged in the production of fertilizers, such as anhydrous ammonia, granulated urea, calcium ammonium nitrate and urea ammonium nitrate, among others. The Company is a subsidiary of Orascom Construction Industries SAE, an international fertilizer producer and construction contractor based in Cairo, Egypt. In September 2013, it announced spin-off of its subsidiary OCI Partners LP. Advisors' Opinion:- [By Ahmed A. Namatalla]
OCI attracted $2 billion in commitments from a group of investors including Cascade Investment LLC, Gates�� personal investments vehicle, to help finance the move to Amsterdam, which it said would lower borrowing costs and boost its global profile. Yesterday�� settlement prompted Cairo-based investment bank Pharos Holding to raise Orascom to buy from hold, saying the construction and fertilizer company would proceed with an offer to investors to buy its Cairo-listed shares or swap them with OCI NV (OCI) stock.
Top Performing Companies To Buy Right Now: Dril-Quip Inc. (DRQ)
Dril-Quip, Inc. designs, manufactures, sells, and services engineered offshore drilling and production equipment for use in deepwater, harsh environment, and severe service applications worldwide. It operates in three segments: Western Hemisphere, Eastern Hemisphere, and Asia-Pacific. The company’s principal products consist of subsea and surface wellheads, subsea and surface production trees, subsea control systems and manifolds, mudline hanger systems, specialty connectors and associated pipe, drilling and production riser systems, liner hangers, wellhead connectors, and diverters. Its products are used for drilling and production of oil and gas wells on offshore platforms; tension leg platforms, which are floating production platforms connected to the ocean floor via vertical mooring tethers; Spars, a floating cylindrical structure; and floating production, storage, and offloading monohull moored vessels, as well as to explore for oil and gas from offshore drillin g rigs, such as floating rigs and jack-up rigs. The company also provides services, including technical advisory services, rework and reconditioning services, and rental of running tools for use in the installation and retrieval of its products. It primarily serves integrated, independent, and foreign national oil and gas companies, as well as offshore drilling contractors, and engineering and construction companies. Dril-Quip, Inc. was founded in 1981 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Jeff Williams]
For investors looking for a small-cap company in a sector poised for extensive growth, Dril-Quip Inc. (DRQ) is a growth-oriented, offshore oil and gas service company with many catalysts that will increase shareholder value.
- [By Aaron Levitt]
It takes an awful lot of muscle and technological know-how to frack and drill unconventional wells. So the oil service industry is poised to continue churning out hefty profits in years to come. That fact has benefited mid-cap maker of drill-bits, pipes and other rig equipment Dril-Quip (DRQ).
- [By Jake L'Ecuyer]
Dril-Quip (NYSE: DRQ) was also on the rise, gaining 12.27 percent to $107.68 after the company's fourth quarter report impressed the street.
Equities Trading DOWN
Shares of Endologix (NASDAQ: ELGX) were down 24.85 percent to $13.43 on lowered guidance, analyst downgrades. Oppenheimer downgraded the stock from Outperform to Market Perform and cut the price target from $20.00 to $16.00. - [By Ben Levisohn]
While Schlumberger has a free-cash-flow yield of about 3.5%, Cameron International’s (CAM) and Dril-Quip’s (DRQ) are just over 3% and�FMC Technologies‘ (FTI) is just under 3%. Halliburton (HAL) has a free-cash-flow yield of just over 1%.
Top Performing Companies To Buy Right Now: Amerco (UHAL)
AMERCO, through its subsidiary U-Haul International, Inc., a do-it-yourself moving and storage operator that supplies products and services to help people move and store their household and commercial goods in the United States and Canada. The company engages in the rental of trucks, trailers, specialty rental items, and self-storage spaces primarily to the household mover as well as sales of moving supplies, towing accessories and propane. It also offers eMove, an online marketplace, which connects consumers to independent moving help service providers and independent self-storage affiliates, as well as manages self-storage properties. In addition, the company provides loss adjusting and claims handling services, as well as underwrites moving and storage protection packages, including Safemove and Safetow that provide moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor, which protects storage customers from loss on their goods in storage; and Super Safemove that offer rental customer with a layer of primary liability protection. Further, it provides life and health insurance products primarily to the senior market through the direct writing or reinsuring of life insurance, medicare supplement, and annuity policies. The company rents its orange and white U-Haul trucks and trailers, as well as offers self-storage rooms through a network of approximately 1,400 company operated retail moving centers and approximately 15,000 independent U-Haul dealers. Its rental fleet consists of approximately 101,000 trucks, 82,000 trailers, and 33,000 towing devices, as well as operates approximately 1,115 self-storage locations in North America, with approximately 411,000 rentable rooms. The company was founded in 1945 and is based in Reno, Nevada.
Advisors' Opinion:- [By Rich Smith]
Given my druthers, were I asked to recommend a truck rental shop today, I think I'd have to go with U-Haul owner AMERCO (NASDAQ: UHAL ) instead. It's got the free cash flow that Ryder lacks, plus a cheaper P/E, a slightly faster growth rate, and a smaller debt load. Honestly, I don't "love" AMERCO either -- but it's a heck of a better value than Ryder.
Top Performing Companies To Buy Right Now: Agios Pharmaceuticals Inc (AGIO)
Agios Pharmaceuticals, Inc., incorporated on August 7, 2007, is a biopharmaceutical company. The Company is intend to apply its deep understanding of metabolism, coupled with the Company�� ability to create medicines that can inhibit or activate metabolic enzymes, to fundamentally change the way cancer and inborn errors of metabolism (IEMs) are treated. The Company has identified and validated novel and druggable targets in both cancer and IEMs. The Company�� two advanced cancer programs are targeting mutations in the enzymes isocitrate dehydrogenase 1 and 2, referred to as IDH1 and IDH2. The Company�� drug candidates are selective for the mutated forms of IDH1 and IDH2 found in cancer cells versus the normal forms of IDH1 and IDH2 found in all other cells.
The Company focused on developing medicines to address IEMs, with a novel approach to these orphan diseases for which no effective or disease-modifying therapy is available. The Company has also de-validated and terminated numerous programs, including many that have been reported in scientific journals. In the Company�� IEM portfolio, it uses an equally rigorous set of validation techniques.
Advisors' Opinion:- [By Lisa Levin]
Agios Pharmaceuticals (NASDAQ: AGIO) shares touched a new 52-week low of $18.83. Agios Pharmaceuticals' trailing-twelve-month profit margin is -102.87%.
- [By Roberto Pedone]
Another stock that insiders are moving into here is Agios Pharmaceuticals (AGIO), which focuses on the development and commercialization of therapeutics in the field of cancer metabolism and inborn errors of metabolism in the U.S. Insiders are buying this stock into major strength, since shares are up big so far in 2014 by 79%.
Agios Pharmaceuticals has a market cap of $1.4 billion and an enterprise value of $1.5 billion. This stock trades at a premium valuation, with a price-to-sales of 53.91 and a price-to-book of 11.51. Its estimated growth rate for this year is 48.1%, and for next year it's pegged at 15%. This is a cash-rich company, since the total cash position on its balance sheet is $162.27 million and its total debt is zero.
A director just bought 2,300 shares, or about $100,000 worth of stock, at $43.98 per share.
From a technical perspective, AGIO is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been selling off after a failed breakout attempt for the last few weeks, with shares moving lower from its high of $50.37 to its intraday low of $42.15 a share. That move is quickly pushing shares of AGIO within range of tagging its 50-day moving average of $40.27 a share.
If you're bullish on AGIO, then I would look for long-biased trades as long as this stock is trending above its 50-day at $40.27 and then once it breaks out above some near-term overhead resistance at $45 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 419,691 shares. If that breakout starts soon, then AGIO will set up to re-test or possibly take out its next major overhead resistance level at its all-time high of $50.37 a share. Any high-volume move above that level will then give AGIO a chance to tag $55 to $60 a share.
- [By Ben Levisohn]
3. We see 23+ partnered pipeline assets and are most positive on Phase I/II MOR202 anti-CD38 for myeloma with data in 2015, and others such as Acceleron Pharma (XLRN), Agios Pharmaceuticals (AGIO), Epizyme (EPZM), Concert Pharmaceuticals (CNCE) (just started Phase I for next-gen Revlimid).
- [By Jake L'Ecuyer]
Shares of Agios Pharmaceuticals (NASDAQ: AGIO) got a boost, shooting up 29.08 percent to $40.84 after the company reported quarterly results.
Stage Stores (NYSE: SSI) was also up, gaining 13.47 percent to $22.41 after the company reported Q4 results and announced the sale of its Steele's off-price division to a new retail unit of Hilco Global.
Top Performing Companies To Buy Right Now: Roma Financial Corporation(ROMA)
Roma Financial Corporation operates as a holding company for Roma Bank and RomAsia Bank that provide traditional retail banking services primarily in New Jersey. The company offers current deposit products, including checking and savings accounts, money market, certificates of deposit accounts, and individual retirement accounts. It also provides one-to four-family residential mortgage loans; multi-family and commercial mortgage loans; construction loans; commercial business loans; and consumer loans comprising home equity loans and lines of credit. In addition, the company sells title insurance; performs title searches; and provides real estate settlement and closing services. It operates 23 branch offices in Mercer, Burlington, Camden, and Ocean Counties, New Jersey; and 2 branches in Monmouth Junction and Edison, New Jersey. The company was founded in 1920 and is headquartered in Robbinsville, New Jersey.
Advisors' Opinion:- [By Tim Melvin]
He also pointed out that the approaching completion of Roma Financial (ROMA) and Investors Bancorp (ISBC) has some interesting implications for bank stock investors. Both are mutual holding companies, and the newly formed bank is expected to complete the process and do a second-step conversion offering. That will be a fairly large deal, much larger than most second-step offerings, as the combined banks should be somewhere around $3 billion in market cap. There will be larger investment banks involved, complete with road shows and institutional meetings to promote the deal. The attention could well cause a revaluation of the mutual holding company and converted thrift sector of the banking market.
Top Performing Companies To Buy Right Now: Mostostroy No6 OAO (MSTF)
Mostostroy No6 OAO (Mostostroitel��yi trest No 6 OAO or Bridge Construction Trust N 6 OJSC) is a Russia-based company engaged in the construction industry. Its services portfolio includes the design, construction, reconstruction and renovation of bridges, railways, highways, tunnels and subways, nuclear and thermal power stations, residential and industrial facilities, among others. Mostostroitel��yi trest No 6 OAO provides its services mainly to companies engaged in the transportation, hydraulic engineering, industrial, civil and nuclear construction sectors and its customers include ROSATOM and Russian Railways, among others. The Company operates through 10 branches, as well as two representative offices, located in Moscow and Sochi. In addition, it has five wholly owned subsidiaries. As of March 4, 2011, the Company�� major shareholder was Malakhit OOO with a stake of 19.85%. Advisors' Opinion:- [By Tom Taulli]
But again, the most glaring red flag is the valuation of GOOG stock. Shares of Google stock are currently trading at a P/E ratio of 30, which is certainly rich. Consider that�Apple (AAPL) and �Microsoft (MSTF) sport multiples of only about 14. These companies also have decent dividend yields.
No comments:
Post a Comment