Staid and stodgy Alcoa (AA) is trying real hard to turn into a growth stock. The company has been grabbing investors��attention lately as we head into next week�� earnings season.
5 Best Oil Service Stocks To Watch For 2016: Alliance One International Inc (AOI)
Alliance One International, Inc., incorporated on October 19, 1994, is a leaf tobacco merchant. The Company is engaged in purchasing, processing, packing, storing and shipping tobacco to manufacturers of cigarettes and other consumer tobacco products globally. The Company deals primarily in flue-cured, burley, and oriental tobaccos that is used in international brand cigarettes. The Company�� revenues are primarily comprised of sales of processed tobacco and fees charged for processing and related services to these manufacturers of tobacco products. The Company does not manufacture cigarettes or other consumer tobacco products.
Tobacco is primarily purchased directly from suppliers with small quantities still sold at auction. In non-auction markets, the Company purchases tobacco directly from suppliers and the Company assumes the risk of matching the quantities and grades required by its customers to the entire crop it must purchase under contract. The Company purchases tobacco in more than 35 countries. During the year ended March 31, 2013 (fiscal 2013), approximately 30% of the Company�� purchases of tobacco were from the South America operating segment, approximately 5% were from the Value Added Services operating segment and approximately 65% from the Other Regions operating segment.
The Company processes tobacco to meet each customer's specifications as to quality, yield, chemistry, particle size, moisture content and other characteristics. Unprocessed tobacco is a semi-perishable commodity that generally must be processed within a relatively short period of time to prevent fermentation or deterioration in quality. The Company processes tobacco in more than 35 owned and third-party facilities around the world including Argentina, Brazil, China, Zimbabwe, Jordan, Guatemala, India, Tanzania, the United States, Malawi, Thailand, Germany, Indonesia, Macedonia, Bulgaria and Turkey. These facilities encompass all export locations of flue-cured, burley and oriental tobaccos! . In addition, the Company has entered into contracts, joint ventures and other arrangements for the purchase of tobacco grown in substantially all other countries that produce export-quality flue-cured and burley tobacco. The Company also sells a small amount of processed but unthreshed flue-cured and burley tobacco in loose-leaf and bundle form to certain customers. In 2013, Alliance One delivered approximately 41% of its tobacco sales to customers in Europe and approximately 19% to customers in the United States. In 2013, these Belgium sales accounted for 20% of sales to customers in Europe. The Company ships tobacco to manufacturers of cigarettes and other consumer tobacco products located in approximately 90 countries around the world as designated by these manufacturers.
The Company competes with Japan Tobacco, Inc. (JTI), Philip Morris International, Inc. (PMI), and Imperial Tobacco Group PLC.
Advisors' Opinion:- [By Sally Jones] ng>Predictability: 1 out of 5 Stars
Down 12% over 12 months, Alliance One International Inc. has a market cap of $251.53 million; its shares were traded at around $2.86, which is 2.4% above its 52-week low. The P/E ratio is 65.10, and the P/B ratio is 0.80.
Alliance One is a tobacco leaf supplier serving the world's largest cigarette manufacturers. The company purchases, processes, packs, stores and ships tobacco to manufacturers of cigarettes and other consumer tobacco products throughout the world. Alliance One deals mainly in tobacco types used in international brand cigarettes. As a tobacco leaf merchant, Alliance One purchases tobacco grown in over 45 countries and serves cigarette manufacturers in over 90 countries.
The company reported financial results for the quarter ended June 30, 2013, with a net loss of $36.9 million, down further from a net loss in the same quarter last year of 30.7 million. The net loss translates to $(0.42) per basic share for the reporting quarter.
Historical share pricing, revenue and net income:
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Guru Action: As of June 30, 2013, Seth Klarman holds 7,669,969 shares, valued at $29.14 million, and weighting his portfolio at 0.72%. In the second quarter, he sold 461,625 shares at an average price of $3.74 for a loss of 23.5%.
In six quarters of double-digit losses, Klarman has averaged a loss of 31% on 5,800,000 shares bought at an average price of $4.17 per share. He has averaged a loss of 38% on 1,798,473 shares sold at an average price of $4.59 per share.
Seth Klarman is one of six gurus holding AOI as of June 30, 2013, and there is recent insider trading.
Kinross Gold Corporation (KGC)
Predictability: 1 out of 5 Stars
Down 54% over 12 months, Kinross Gold Corporation has a market cap of $5.32 billion; its shares were traded at around $4.66, 2.8% above its 52-week low. The P/B ratio is 0.80. The dividend yield is 3.44%.
Kinross Gold Corporati
- [By John Emerson]
Camtek was an automated optical inspection (AOI) company that designed and manufactured inspection systems for printed circuit boards (PCB). Further, they were in the process of designing systems to inspect semiconductors as well. The logic for investing in AOI companies was simple: Many circuit boards still employed visual inspection and circuits were getting smaller every year.
- [By Bryan Murphy]
It may seem trite (and a little dated) on the surface, but Warren Buffett's sage advice stands as tall today as it did the first time her ever said it.... "Be fearful when others are greedy, and be greedy when others are fearful." And, to say investors have been fearful of oil names like Kosmos Energy Ltd (NYSE:KOS), Africa Oil Corp. (CVE:AOI), and Hydrocarb Energy Corp. (OTCBB:HECC) of late would be an understatement. Not only have all three been pressured against a backdrop of plunging oil prices, HECC, KOS, and AOI have been doubly pressured because a big piece of what they do within their oil exploration exploits is done in Africa, where oil's recent volatility has been particularly disruptive. As Buffett� has accurately explained so many times in the past though, trends have a funny way of ending right around the time most investors are certain they'll never end.
- [By John Emerson]
As noted previously, I rode the elevator up and then back down on Camtek (CAMT), a tiny Israeli automated optical inspection (AOI) company. By late 2008 the company had fallen to below $1 per share. Both of Camtek�� larger rivals, RTEC and ORBK, had dropped to absurdly low levels by November 2008. I used the opportunity to switch out of CAMT and some of my other losing propositions in favor of these superior companies. In the process, I created a large amount of tax loss carry-forwards which would allow me to minimize my future taxation when I decided to sell these cyclical entities.
Top 10 Healthcare Equipment Stocks For 2015: Fujitsu Ltd (FJTSY)
Fujitsu Limited (Fujitsu), incorporated on June 20, 1935, is engaged in providing solutions in the field of information and communication technology. Along with multifaceted services provision, its business consists of the development, manufacture, sales and maintenance of the high-quality products and electronic devices that make these services possible. The Company operates in three segments: technology solutions, ubiquitous products solutions and device solutions. On June 4, 2009, Fujitsu introduced the docomo PRIME series F-09A mobile handset. On July 15, 2009, Fujitsu announces acquisition of shares in information technology (IT) subsidiary of AUTOBACS SEVEN. In October 2010, the Company and Toshiba Corporation announced that they have completed the merger of their mobile phone businesses. Effective August 15, 2013, Intel Corp acquired Fujitsu Semiconductor Wireless Products Inc, from Fujitsu Semiconductor Ltd, a wholly owned subsidiary of Fujitsu Ltd.
Technology solutions
Fujitsu provides solutions/system integration services focused on information system consulting and integration, and infrastructure services centered on outsourcing services (complete information system operation and management). Fujitsu offers system products, such as servers and storage systems, which form the backbone of information systems, along with network products, such as mobile phone base stations, optical transmission systems and other communications infrastructures. Its services include system integration (system construction), consulting, front-end technologies (automated teller machines (ATMs)), outsourcing services (datacenters, IT operation/management, software as a service (SaaS), application operation/management and business process outsourcing), network services (business networks, distribution of Internet/mobile content), system support services (maintenance and surveillance services for information systems and networks) and security solutions (installation of information systems an! d networks).
Ubiquitous products solutions
Fujitsu offers the personal computers (PCs), mobile phones and other products indispensable for realizing the emerging ubiquitous networked society. In PCs, along with more conventional desktop and notebook models, the Company develops netbooks and products with security features, providing a global lineup that allows customers to choose the product for their application. In mobile phones, it provide a variety of products that include high-performance models featuring specs and water resistance, separable mobile phone handset, and products created from collaborations with brands. Its products include PCs, mobile phones and optical transceiver modules.
Device solutions
LSI devices and electronic components comprise Fujitsu�� Device Solutions. Fujitsu Semiconductor, the Fujitsu operating company in semiconductors, provides LSI devices found in products, such as digital home appliances, automobiles, mobile phones and servers. The Company�� subsidiaries Shinko Electric Industries Co., Ltd. and Fujitsu Component Limited, along with FDK Corporation, provide semiconductor packages and other electronic components, as well as structural components, such as batteries, relays and connectors. Its products include LSI devices, electronic components (semiconductor packages), batteries and structural components (relays and connectors).
Advisors' Opinion:- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Japanese stocks weakened in early Thursday trading as the yen rose and Wall Street ended mixed, with the Nikkei Stock Average (JP:NIK) falling 1.2% to 15,929.74 after a 1.9% advance a day earlier. With the yen (USDJPY) slightly firmer than in the previous session, some investors sold currency-sensitive exporters, with Fanuc Corp. (JP:6954) (FANUF) down 2%, Kyocera Corp. (JP:6971) (KYOCF) off 1.9%, and Fujitsu Ltd. (JP:6702) (FJTSY) losing 2.3%. News that China would lift a ban on some sales of videogame consoles had sent shares of Nintendo Co. (JP:7974) (NTDOF) shooting 11% higher on Wednesday, but apparent profit-taking sent the stock down 4.2% in early Thursday action. Shares of rival Sony Corp. (JP:6758) (SNE) , however, followed with a 4% rise, also possibly buoyed by a Nikkei Asian Review report that it was planning a "smartphone offensive" in the U.S. and China. Canon Inc. (JP:7751) (CAJ) fell 2% on a separate Nikkei report that the company's 2013 operating profit would miss forecasts. Toshiba Corp. (JP:6502) (TOSYY)
- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Japanese stocks rose in early Monday trading, with weaker-than-expected trade data pushing the yen lower, which in turn helped some export stocks. The Nikkei Stock Average (JP:NIK) added 1% to 14,704.36, with the broader Topix up 0.8%, also enjoying support from gains Friday in the U.S. After data showing exports grew less than analysts had projected, the dollar (USDJPY) moved back above the 98-yen level, sending some exporters climbing, with a 2.2% rise for Fujitsu Ltd. (JP:6702) (FJTSY) , a 1.2% improvement for Alps Electric Co. (JP:6770) , and a 1% bump for Toyota Motor Corp. (JP:7203) (TM) . Shares of Suzuki Motor Corp. (JP:7269) (SZKMF) added 2.9% after a Nikkei report saying the company would record its highest-ever operating profit for the April-September half. Retailers were also a strong spot Monday, with J. Front Retailing Co. (JP:3086) up 2%, online marketplace Rakuten Inc. (JP:4755) (RKUNF) adding 2.4%, and 7-Eleven operator Seven & I Holdings Co. (JP:3382) (SVNDF) ahead by 1.4%.
Top 10 Healthcare Equipment Stocks For 2015: Synutra International Inc.(SYUT)
Synutra International, Inc., through its subsidiaries, engages in the production, marketing, and distribution of dairy based nutritional products primarily in the People?s Republic of China. The company offers powdered infant and adult formula products for adults and children under the Super, U-Smart, My Angel, Mingshan, and Helanruniu brand names; prepared baby food for babies and children under the Huiliduo brand name; and nutritional ingredients and supplements, such as chondroitin sulfate, microencapsulated Docosahexanoic Acid, and Arachidonic Acid. It also sells milk powder, whey protein, and raw milk to industrial customers. The company markets its products under Shengyuan or Synutra brands. It sells its products through sales and distribution network covering 30 provinces and provincial-level municipalities in China. Synutra International, Inc. is headquartered in Rockville, Maryland.
Advisors' Opinion:- [By Seth Jayson]
Synutra International (Nasdaq: SYUT ) is expected to report Q4 earnings on June 13. 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 Synutra International's revenues will contract -9.1% and EPS will decrease -84.6%. - [By Seth Jayson]
Synutra International (Nasdaq: SYUT ) reported earnings on June 13. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q4), Synutra International missed estimates on revenues and beat expectations on earnings per share.
Top 10 Healthcare Equipment Stocks For 2015: Vishay Intertechnology Inc. (VSH)
Vishay Intertechnology Inc. designs, manufactures, and supplies discrete semiconductors and passive components. The company operates in five segments: MOSFETs, Diodes, Optoelectronic Components, Resistors & Inductors, and Capacitors. The MOSFETs segment offers low- and medium-voltage TrenchFET MOSFETs, high-voltage planar MOSFETs, high voltage Super Junction MOSFETs, power integrated circuits, and integrated function power devices. The Diodes segment provides rectifiers, small signal diodes, protection diodes, thyristors/silicon-controlled rectifiers, and power modules. The Optoelectronic Components segment offers infrared (IR) emitters and detectors, IR remote control receivers, optocouplers, solid-state relays, optical sensors, light-emitting diodes, seven-segment displays, and IR data transceiver modules. The Resistors & Inductors segment provides film, wirewound, power metal strip, variable, and non-linear resistors, as well as battery management shunts, chip fuses, ne tworks/arrays, magnetics, and connectors. The Capacitors segment offers tantalum, ceramic, film, power, heavy-current, and aluminum capacitors. The company�s semiconductor components are used for various functions, including power control, power conversion, power management, signal switching, signal routing, signal blocking, signal amplification, two-way data transfer, one-way remote control, and circuit isolation; and passive components are used to restrict current flow, suppress voltage increases, store and discharge energy, control alternating current and voltage, filter out unwanted electrical signals, and perform other functions. It serves industrial, computing, automotive, consumer, telecommunications, power supplies, military, aerospace, and medical markets. Vishay Intertechnology offers its products to the manufacturers primarily in the United States, Europe, and Asia. The company was founded in 1962 and is headquartered in Malvern, Pennsylvania.
Advisors' Opinion:- [By Seth Jayson]
Vishay Intertechnology (NYSE: VSH ) reported earnings on April 30. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 30 (Q1), Vishay Intertechnology beat expectations on revenues and beat expectations on earnings per share. - [By Anna Prior]
Vishay Intertechnology Inc.(VSH) said that it has reached a deal to buy Taiwan’s Capella Microsystems Inc. for about $205 million, as it looks to broaden its optical sensors business.
- [By Bryan Murphy]
When most investors think of optical sensor makers, they tend to think of larger names like Honeywell International Inc.� (NYSE:HON) or Vishay Intertechnology (NYSE:VSH). And well they should. VSH is a $2 billion company, and HON is a $71.5 billion organization. The fact is, however, there are a few small cap stocks in the optical sensor space that are worth a look, and one of them is worth a very close look right now for a very clear reason... Advanced Photonix, Inc. (NYSEMKT:API).
Top 10 Healthcare Equipment Stocks For 2015: Barclays PLC (BARC)
Barclays PLC (Barclays) is a global financial services provider engaged in retail banking, credit cards, wholesale banking, investment banking, wealth management and investment management services. The Company�� operations include its overseas offices, subsidiaries and associates. The Company operates in eight segments: UK Retail and Business Banking (UK RBB), Europe Retail and Business Banking (Europe RBB), Africa Retail and Business Banking (Africa RBB), Barclaycard, Barclays Investment Bank, Barclays Corporate Banking, Wealth and Investment Management, and Head Office and Other Operations. Advisors' Opinion:- [By Namitha Jagadeesh]
Experian (EXPN) lost 2.8 percent for the biggest decline on the FTSE 100 Index after Goldman Sachs Group Inc. recommended selling the credit-reference company�� shares. Speedy Hire Plc (SDY) tumbled the most since January 2009 after the construction-equipment leasing company reported accounting irregularities and its chief executive officer resigned. Barclays Plc (BARC) advanced 2.3 percent, pushing a gauge of banks higher.
- [By Sarah Jones]
Barclays Plc (BARC) led a selloff by U.K. lenders as Sumitomo Mitsui Financial Group Inc. sold half of its stake in the bank. EasyJet Plc (EZJ) lost 4.1 percent as the carrier reported passenger numbers for May. Johnson Matthey Plc (JMAT) rallied 6.3 percent after posting pretax profit that beat analysts��estimates.
- [By Sofia Horta e Costa]
Barclays Plc (BARC) fell to a one-month low as Sumitomo Mitsui Banking Corp. sold a stake in the lender. Fiat SpA lost 6.5 percent as Chrysler Group LLC went in for a vehicle recall. France Telecom SA (FTE) rose after its Orange Business Services unit won a five-year deal to deploy a private network for Heineken NV. Johnson Matthey Plc (JMAT) jumped to its highest price in at least 23 years after posting full-year profit that beat estimates.
- [By Cordell Eddings]
Treasuries are rising along with stocks as economists say the Fed will keep suppressing borrowing costs to support the world�� largest economy after a 16-day government shutdown slowed growth. While government debt was a haven as the U.S. endured the worst recession in seven decades, primary dealers such as Barclays Plc (BARC) and Goldman Sachs Group Inc. say the gains this month show that the Fed�� $85 billion of monthly bond purchases are masking the risk of owning fixed-income securities as the recovery in America takes hold.
Top 10 Healthcare Equipment Stocks For 2015: Atwood Oceanics Inc. (ATW)
Atwood Oceanics, Inc., together with its subsidiaries, engages in offshore drilling, and the completion of exploratory and developmental oil and gas wells. The company owns semisubmersible rigs, semisubmersible tender assist rigs, jack-up drilling rigs, and submersible drilling rigs. As of November 22, 2010, it operated nine mobile offshore drilling units located in offshore southeast Asia, offshore Africa, offshore Australia, offshore South America, and the Mediterranean Sea. The company was founded in 1968 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Seth Jayson]
There's no foolproof way to know the future for Atwood Oceanics (NYSE: ATW ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.
- [By Charles Mizrahi]
Companies rely on third party contractors, such as Atwood Oceanics (ATW) to provide rigs in these deep-water environments. High utilization rates have resulted in rig shortages, creating upward pressure on prices. Atwood's largest customers include Chevron (Australia), Noble, and Kosmos Energy Ghana.
- [By Aaron Levitt]
For investors, focusing on the stocks right in the middle could be the key to long-term outperformance and portfolio gains. Here are five midcap energy stocks to buy now:
Midcap Energy Stocks To Buy #1: Atwood Oceanics (ATW)The offshore contract drilling sector is dominated by larger firms like Transocean (RIG) and Noble (NE). However, with a market cap of just $3 billion, Atwood Oceanics (ATW) could be in the sweet spot for investors looking at midcap energy stocks.
Top 10 Healthcare Equipment Stocks For 2015: FreightCar America Inc (RAIL)
FreightCar America, Inc. (America) is engaged in manufacturing of aluminum-bodied railcars in North America. America is also a manufacturer of coal cars. During the year ended December 31, 2011(2011), the Company was specialized in the production of coal cars, which represented 93% of its deliveries of railcars. The Company also refurbishes and rebuilds railcars and sells forged, cast and fabricated parts for all of the railcars it produces, as well as those manufactured by others. During 2011, its primary customers were railroads, shippers and financial institutions, which represented 83%, 2% and 1%, respectively, of its total sales attributable to each type of customer. During 2011, it delivered 6,188 railcars, including 4,500 aluminum-bodied coal cars. It offers railcar leasing and refurbishment alternatives to its customers. Through its newly formed subsidiary FreightCar Rail Services, LLC (FCRS), it provides railcar repair and maintenance, inspections, and railcar fleet management services for all types of freight railcars. Its railcar manufacturing facilities are located in Danville, Illinois and Roanoke, Virginia.
The Company also leases freight cars through its JAIX Leasing Company subsidiary. In addition, the Company manufactures coal cars for export to Latin America and manufactures intermodal railcars for export to the Middle East. With operations in Colorado, Indiana and Nebraska, it services freight cars and unit coal trains utilizing rail corridors in the Midwest and Western regions of the United States. The Company designs and manufactures aluminum-bodied and steel-bodied railcars that transport a range of various products. It manufactures two primary types of coal cars, such as gondolas and open-top hoppers. The BethGon is the aluminum-bodied coal gondola railcar segment, which is used in North America. Its aluminum bodied open-top hopper railcar, the AutoFlood, is a five-pocket coal car equipped with a bottom discharge gate mechanism. AutoFlood II and AutoFlood III design! incorporates the automatic rapid discharge system, the MegaFlo door system and a mechanism that uses an over-center locking design, enabling the cargo door to close with tension rather than by compression.
The Company also manufactures a range of other types of aluminum and steel-bodied coal cars, including triple hopper, hybrid aluminum/stainless steel hoppers and gondolas and flat bottom gondola railcars. The Company�� portfolio of other railcar types include the AVC Aluminum Vehicle Carrier design, which is used to transport commercial and light vehicles (automobiles and trucks) from assembly plants and ports to rail distribution centers; the Articulated Bulk Container railcar designed to carry dense bulk products, such as waste products in 20 foot containers; Intermodal Double Stack railcars, including a stand-alone, 40 foot well car and the DynaStack articulated, 5-unit, 40 foot and 3-unit, 53 foot well cars for transportation of containers; a Small Cube Covered Hopper railcar, which is used to transport products, such as roofing granules, fly ash, sand and cement; a Mill Gondola Railcar, which is used to transport steel products and scrap; Slab and Coil steel railcars, which is designed for transportation of steel slabs and coil steel products, respectively; Flat Railcars, Bulkhead Flat Railcars and Centerbeam Flat Railcars, which is designed to transport a range of products, including machinery and equipment, steel and structural steel components (including pipe), forest products and other bulky industrial products; a Woodchip Gondola Railcar, which is designed to haul woodchips and municipal waste, and a range of non-coal carrying open top hopper railcars designed to carry aggregates, iron ore, taconite pellets, petroleum coke and other bulk commodities.
The Company has established a licensing arrangement with a railcar manufacturer in Brazil pursuant to which its technology is used to produce various types of railcars in Brazil. In addition, it manufacture coal car! s for exp! ort to Latin America and have manufactured intermodal railcars for export to the Middle East. Railroads outside of North America have a range of track gauges that are sized differently than in North America, which requires it, in some cases, to alter manufacturing specifications for foreign sales. The Company has added 10 new or redesigned products to its portfolio in the last five years, including the AVC, slab and coil steel railcar, triple hopper and hybrid aluminum/stainless steel railcars, ore cars, ballast cars and aggregate cars. The Company�� manufacturing process involves four basic steps: fabrication, assembly, finishing and inspection. In its fabrication processes, it employ standard metal working tools, many of which are computer controlled. Each assembly line typically involves 15 to 20 manufacturing positions, depending on the complexity of the particular railcar design. It uses mechanical fastening in the fitting and assembly of its aluminum-bodied railcar parts, while it uses welding for the assembly of its steel-bodied railcars.
The Company competes with Trinity Industries, Inc., National Steel Car Limited, The Greenbrier Companies, Inc. and American Railcar Industries, Inc.
Advisors' Opinion:- [By SA Pro Top Ideas]
Stock Movers and Great Calls
On July 24, Mike Williams explained why FreightCar America's (RAIL) shares could double by 2015 as it returned to historic profitability. Shares are +16.3% to date after a strong earnings report this week. Read article » Vince Martin said on June 17 that Cray's (CRAY) sell-off after Q1 earnings was way overdone, offering investors a great deal. After a strong earnings report last week, shares now stand +45% from where they were before the article. Read article »
Alpha-Rich long and short ideas regularly move stocks and identify stocks that are about to move. Some notable recent calls subscribers had early access to:To Come Today
Don't forget to check your SA Pro dashboard later today for the latest Alpha-Rich ideas. Any thoughts to share on the latest Alpha-Rich ideas? Leave a comment here.
SA Pro Editors
…............
The SA Pro team is Eli Hoffmann (Editor in Chief), Rachael Granby (Editorial Product Manager), Daniel Shvartsman, Samir Patel, Michael McDonald, and Jeffrey Fischer (Senior Pro Editors). You can reach us at pro-editors@seekingalpha.com. - [By Eric Volkman]
FreightCar America (NASDAQ: RAIL ) has found an executive to lead its finance team. The company announced that it appointed Charles Avery as its CFO, vice president of finance, and treasurer, replacing Joseph McNeely. Avery will take up his position on Aug. 1.
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