Top Prefered Companies To Watch In Right Now

Perhaps, says Deutsche Bank’s James West, who considers the potential damage to McDonald’s:

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Russia is an important market for [McDonald's], with 413 restaurants as of YE13 (all co.-owned). Russia is�[McDonald's] highest-volume market in the world with estimated AUVs of $6mm+, meaning Russia generates ~$2.5bn in annualized rev. for�[McDonald's] (~9% of total revs.; ~4% of system sales). We est. Russia generates ~$450-500mm in EBIT (before G&A), or ~4% of�[McDonald's] total EBIT, before G&A (~11% of Europe EBIT). The Russian ruble is currently down ~17% y/y, potentially shaving ~5-6c from�[McDonald's] ��4E EPS. However, this weakness is partly reflected in [McDonald's] latest guidance (~5c global f/x drag in 2014), as the ruble was already weak at that time (1/23) and has only fallen another ~6% since that guidance was provided. Additionally, economic weakness in Russia could add some modest pressure to SSS trends (esp. in Europe segment; Russia = ~10% Europe sys. sales), as well as some modest margin pressure related to f/x transaction expenses.

Best Oil Service Stocks To Watch Right Now: Exxon Mobil Corporation(XOM)

Exxon Mobil Corporation engages in the exploration and production of crude oil and natural gas, and manufacture of petroleum products, as well as transportation and sale of crude oil, natural gas, and petroleum products. The company manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and other specialty products. As of December 31, 2010, it operated 35,691 gross and 30,494 net operated wells. The company has operations in the United States, Canada/South America, Europe, Africa, Asia, and Australia/Oceania. Exxon Mobil Corporation was founded in 1870 and is based in Irving, Texas.

Advisors' Opinion:

• [By Matt Thalman]

  ExxonMobil (NYSE: XOM  ) reports on Thursday, while fellow energy stock Chevron (NYSE: CVX  ) pulls in on Friday. For Exxon, the Street wants to see EPS of $1.90 on revenue of $105.54 billion. A year ago, Exxon posted EPS of $1.80 and sales of $127.36 billion. Earnings are thus set to rise, and that's what really matters. The EPS estimate of $1.90 is an average of 21 analysts' opinions, with the high end at $2.05 per share and the low end coming in at $1.63. The expected 17.1% year-over-year revenue drop for Q2 isn't a great sign, and it could pose a big problem if Exxon misses expectations. �

Top Prefered Companies To Watch In Right Now: Silicom Ltd(SILC)

Silicom Ltd. engages in the design, manufacture, marketing, and support of connectivity solutions for a range of servers and server based systems in the North America, Europe, and internationally. The company primarily offers high-end server networking cards with and without bypass that are known as server adapters. Its server adapters are used in various applications that include security appliances, wide area network optimization appliances, load balancing and traffic management appliances, network-attached storage, video on demand servers, content delivery servers, Internet service providers/Web hosting, and high end computing. Silicom Ltd. also offers intelligent and programmable cards, such as encryption acceleration cards and redirector cards; intelligent stand alone bypass units; 10 Gbps products with and without bypass; and server to appliance converters. It markets its products through original equipment manufacturers, distributors, and resellers. The company was founded in 1987 and is based in Kfar Sava, Israel.

Advisors' Opinion:

• [By Lisa Levin]

  Silicom (NASDAQ: SILC) shares reached a new 52-week high of $60.71 as the company announced upbeat quarterly results.

  Posted-In: 52-Week HighsNews Intraday Update Markets Movers

• [By Lisa Levin]

  Silicom (NASDAQ: SILC) jumped 33.10% to $61.88 as the company announced upbeat quarterly results.

  Netflix (NASDAQ: NFLX) moved up 16.86% to $389.98 after the company reported better-than-expected fourth-quarter results.

Top Prefered Companies To Watch In Right Now: Express Scripts Holding Co (ESRX)

Express Scripts Holding Company, incorporated in 2011, provides healthcare management and administration services on behalf of its clients, which include health maintenance organizations (HMOs), health insurers, third-party administrators, employers, union-sponsored benefit plans, workers compensation plans, and government health programs. The Company operates in two segments: Pharmacy Benefit Management (PBM) and Emerging Markets (EM). PBM services include network claims processing, home delivery services, patient care and direct specialty and fertility home delivery to patients, benefit plan design consultation, drug utilization review, formulary management, drug data analysis services, distribution of injectable drugs to patients homes and physicians offices, bio-pharma services, and fulfillment of prescriptions to low-income patients through manufacturer-sponsored patient assistance programs. EM segment provides distribution of pharmaceuticals and medical supplies to providers and clinics, healthcare account administration and implementation of consumer-directed healthcare solutions. In September 2013, it announced the acquisition of the SmartD Medicare Prescription Drug Plan (PDP).

On July 20, 2011, Express Scripts, Inc. (ESI) entered into a merger agreement (the Merger Agreement) with Medco Health Solutions, Inc. (Medco). During the year ended December 31, 2011, it reorganized its FreedomFP line of business from its EM segment into its PBM segment. On April 2, 2012, the Company completed the Merger Agreement, and after which ESI and Medco became the wholly owned subsidiaries of the Company. The Company�� customers include HMOs, health insurers, third-party administrators, employers, union-sponsored benefit plans, government health programs, office-based oncologists, renal dialysis clinics, ambulatory surgery centers, primary care physicians, retina specialists and others.

Advisors' Opinion:

• [By Laura Brodbeck]

  Tuesday

  Earnings Expected: Express Scripts Holding Company (NASDAQ: ESRX), United Parcel Service, Inc. (NYSE: UPS), Pfizer Inc. (NYSE: PFE), Aetna Inc. (NYSE: AET), Merck & Company, Inc. (NYSE: MRK), Amgen Inc. (NASDAQ: AMGN) Economic Releases Expected: Spanish retail sales, British consumer credit, the U.S. Redbook, Japanese industrial production

  Wednesday

• [By Dan Caplinger]

  The ongoing long-term concern that many investors have had about Walgreen stems from its dispute last year with pharmacy benefits manager Express Scripts (NASDAQ: ESRX  ) . Following its merger with Medco Health Solutions, Express Scripts became an increasingly important source of business in the industry, and an exodus of customers from Walgreen boosted the prospects for its competitors. Indeed, long-struggling Rite Aid was able to take advantage of the situation to engineer a sharp turnaround, posting an annual profit last year for the first time in six years, and demonstrating just how extensive the damage was to Walgreen's business.

• [By Ben Levisohn]

  Gilead Sciences (GILD) has dropped 1% to $71.48 on reports that Express Scripts (ESRX) wants the biotech giant to lower the price of its hepatitis C drug, Sovaldi. Express Scripts has gained 0.6% to $73.16.

• [By Lu Wang]

  Express Scripts Holding Co. (ESRX) declined 4.5 percent to $60.88, the lowest since May. The largest U.S. processor of prescription drug claims reduced its 2013 cash flow forecast, citing delays in some non-client integration activities.

Top Prefered Companies To Watch In Right Now: Treehouse Foods Inc.(THS)

TreeHouse Foods, Inc. operates as a food manufacturer in the United States and Canada. The company?s products include non-dairy powdered creamers; private label canned soups; salad dressings and sauces; powdered drink mixes; and hot cereals, such as oatmeal, farina, and grits in single-serve instant packets and microwaveable bowls. It also offers macaroni and cheese; skillet dinners; Mexican and other sauces comprising salsa, picante, cheese dip, enchilada sauce, pasta sauce, and taco sauce; jams and pie fillings; pickles and related products, including peppers and pickled vegetables; aseptic products, such as cheese sauces and puddings; and refrigerated salad dressings and liquid non-dairy creamer products. The company offers pickles under the Farman?s, Nalley?s, Peter Piper, and Steinfeld brand names; sauces and syrups under the Bennett?s, Hoffman House, Roddenbery?s Northwoods, and San Antonio Farms brand names; non-dairy powdered creamer under the Cremora brand na me; refrigerated products under the Mocha Mix and Second Nature brand names; jams and other sauces under the E.D. Smith and Habitant brand name; oatmeal under the McCann?s brand name; and food away from home products under the Schwartz and Saucemaker brands. It primarily serves grocery retailers, mass merchandisers, and foodservice operators through various distribution channels, including retail grocery; foodservice distributors; and industrial and export channels comprising food manufacturers and repackagers of foodservice products. TreeHouse Foods, Inc. was founded in 1862 and is based in Oak Brook, Illinois.

Advisors' Opinion:

• [By Vinay Singh]

  On the other hand, food manufacturer TreeHouse Foods (THS) has witnessed higher demand for its products. Its fourth-quarter revenue surged 11.4% over last year as revenue clocked in at $660.3 million. The acquisitions of Cains Foods and Associated Brands last year and an increase in volumes drove this revenue gain. The company also recently acquired Associated Brands, which added to its private-label food product portfolio. Also, TreeHouse's launch of specialty teas enabled it to expand its single-serve coffee business. Hence, this company provides tough competition to other food players.

• [By Jayson Derrick]

  Analysts at Citigroup maintained a Buy rating on Treehouse Foods (NYSE: THS) with a price target raised to $100 from a previous $93. Shares gained 3.12 percent, closing at $83.50.

• [By Anna Prior]

  Among the companies with shares expected to actively trade in Monday’s session are MannKind Corp.(MNKD), Philips NV(PHG) and TreeHouse Foods Inc.(THS)

Top Prefered Companies To Watch In Right Now: NK Lukoil OAO (LKOH)

NK Lukoil OAO (Neftyanaya Kompaniya LUKOIL OAO or NK LUKOIL OJSC) is a Russia-based integrated oil and gas company. The Company is engaged in the business of oil exploration, production, refining, marketing and distribution. It is an owner of refineries, gas processing, petrochemical plants and gas stations network located in Russia, Eastern and Western Europe, as well as Africa. The Company�� petroleum products are sold in the Russian Federation, the Commonwealth of Independent States (CIS) countries, Eastern and Western Europe, Asia and the United States. NK Lukoil OAO operates through numerous subsidiaries and affiliated companies. In April 2013, the Company acquired a 100% of Samara-Nafta ZAO and completed acquisition of CJSC Kama-Oil. In June 2013, it sold a 99.57% stake in Lukoil Odes'kyi NPZ PAT. The Company�� major shareholder is NKO ZAO NRD with a stake of 91.60%. In December 2013, it consolidated a 100% stake in ISAB Srl. Advisors' Opinion:

• [By Maria Levitov]

  Russia�� Micex Index extended a five-day drop to 3.4 percent, led by OAO Lukoil (LKOH) and OAO Gazprom. Ukraine�� dollar-denominated bonds gained, sending yields to the lowest this week, as President Viktor Yanukovych announced possible investments from China. The PX Index slid to a seven-week low in Prague as Vienna Insurance Group AG plunged 4.2 percent.

• [By Rajhkumar K Shaaw]

  Russian stocks rose as oil, the nation�� main export earner, climbed. OAO Lukoil (LKOH) gained for the first time this week. Benchmark gauges in Hungary and Turkey also advanced. Tofas Turk Otomobil Fabrikasi AS, the Turkish carmaker part-owned by Fiat SpA, climbed for a second day on bets plans to roll out a new vehicle will boost revenue from exports.

• [By Julia Leite]

  Brazil�� Ibovespa (IBOV) fell to a six-week low, while the real slid to its weakest level in four years, spurring central bank intervention. Housing Development Finance Corp. drove India�� S&P BSE Sensex down, while the rupee completed its worst month in a year. OAO Lukoil (LKOH), Russia�� second-largest oil producer, slipped 2.3 percent as crude slumped.