Today I'm going to show you three charts Obama hoped you'd never see.
Brace yourself.
You're about to get a very different view of the "recovery" picture that the administration keeps painting for us.
This one, for starters, is accurate.
It also explains why incoming Fed Chair Janet Yellen can't cut stimulus, which is one of the reasons you have an opportunity to make some money here... especially if you follow my "mid-December plan." More on that in a minute.
Let's start with the charts...
The White House positively hates this first one...
Charted Truth No. 1
U.S. payrolls are 1.5 million jobs short of where they were in 2008, and the "partimeification" of America continues unabated.[Click to Enlarge]
Yes, the White House hates this chart, because it shows - in excruciating detail - that the recovery they keep trying to convince the rest of us is happening is little more than a complete evisceration of our labor base.
Best Japanese Companies To Buy For 2015: United States Natural Gas Fund LP (UNG)
United States Natural Gas Fund, LP (USNG) is a limited partnership. The Company is a commodity pool that issues limited partnership interests (units) traded on the NYSE Arca, Inc. (the NYSE Arca). The investment objective of USNG is for the changes in percentage terms of its units��net asset value (NAV) to reflect the changes in percentage terms of the spot price of natural gas delivered at the Henry Hub, Louisiana as measured by the changes in the Futures Contract on natural gas traded on the New York Mercantile Exchange (NYMEX) that is the near month contract to expire, except when the near month contract is within two weeks of expiration, in which case the futures contract will be the next month contract to expire. The Company�� general partner is United States Commodity Funds LLC (the General Partner) and is responsible for the management of USNG.
USNG invests in futures contracts for natural gas, crude oil, heating oil, gasoline, and other petroleum-based fuels that are traded on the NYMEX, ICE Futures or other United States and foreign exchanges (collectively, Futures Contracts). USNG also invests in other natural gas-related investments, such as cash-settled options on Futures Contracts, forward contracts for natural gas, cleared swap contracts, and over-the-counter transactions that are based on the price of natural gas, oil and other petroleum-based fuels, Futures Contracts and indices based on the foregoing (collectively, Other Natural Gas-Related Investments). USNG invests in Natural Gas Interests to the fullest extent possible. In pursuing this objective, the primary focus of the General Partner is the investment in Futures Contracts and the management of USNG�� investments in short-term obligations of the United States of two years or less (Treasuries), cash and/or cash equivalents for margining purposes and as collateral.
Advisors' Opinion:- [By Paul Ausick]
The U.S. Natural Gas Fund (NYSEMKT: UNG) was down about 0.6%, at $26.76 in a 52-week range of $16.59 to $27.58. The Market Vectors Oil Services ETF (NYSEMKT: OIH) was up 0.4%, at $47.77 in 52-week range of $39.42 to $51.11. The first fund tracks spot prices; the second includes major drillers and services companies.
- [By James Roemer]
As far as natural gas goes and (UNG). We had an incredible late cold winter and 30% rally in prices during March and April, which we caught as well as a 20-25% break in summer prices. At times, the summer has been hot. For now, we may be range bound the next few months, due to more bearish weather coming up, with cooler weather again at times and no hurricanes. On the other hand, lower rig counts and natural gas being the more favored fuel versus coal, when prices fall below $3.30, are the only friendly arguments I see. Longer term, the development of further infrastructure to export LNG could be a bullish development for natural gas, but is still a long ways off. For now, I expect modest rallies in natural gas, if we have them, to be met with selling heading into September.
- [By Paul Ausick]
The US Natural Gas Fund (NYSEMKT: UNG) is up 2.4%, at $19.14 in a 52-week range of $16.59 to $24.09. The Market Vectors Oil Services ETF (NYSEMKT: OIH) is down 0.6%, at $47.37 in a 52-week range of $36.24 to $47.76. The first fund tracks spot prices; the second includes major drillers and services companies.
Top 10 Up And Coming Companies To Buy Right Now: USANA Health Sciences Inc.(USNA)
USANA Health Sciences, Inc. develops, manufactures, distributes, and sells nutritional and personal care products worldwide. It offers the USANA Nutritionals product line, which consists of essentials, which include vitamin and mineral supplements that provide a foundation of nutrition for various age groups; optimizers that are targeted supplements supporting needs, such as cardiovascular health, skeletal/structural health, and digestive health; and foods comprising low-glycemic meal replacement shakes, snack bars, and other related products that offer optimal macro-nutrition. Its Sense product line comprises personal care products that support healthy skin and hair. The company also offers materials and online tools, such as associate starter kit and product brochures that are designed to assist associates in building their businesses and in marketing our products. USANA Health Sciences, Inc. primarily distributes its products through a network marketing system of indepe ndent distributors. The company was founded in 1992 and is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By Ben Levisohn]
Shares of Nu Skin have gained 5.4% to $78.63, while Herblife�(HLF) has risen 1.5% to $66 and�Usana Health Sciences�(USNA) has advanced 5% to $75.53.
- [By Jeremy Bowman]
What: Shares of USANA Health Sciences (NYSE: USNA ) were looking stronger today, gaining as much as 10% after the company beat earnings estimates in its quarterly report.
- [By Ben Levisohn]
Shares of Herbalife have dropped 0.8% to $71.07 at 2:34 p.m., while Nu Skin has dropped 9.1% to $77.09. Fellow multi-level seller USANA Health (USNA) has dropped 0.1% to $59.02 today, bringing its three-day decline to 14%.
- [By Ben Levisohn]
Shares of Herbalife have dropped 3.5% to $66.53 at 2:44 p.m., while Nu Skin Enterprises (NUS) has dipped 0.1% to $79.99, Usana Health Sciences (USNA) has fallen 0.4% to $75.84, Avon Products (AVP) has gained 0.9% to $15.22 and Weight Watchers (WTW) has advanced 0.2% to $20.95.
Top 10 Up And Coming Companies To Buy Right Now: Curis Inc.(CRIS)
Curis, Inc., a drug discovery and development company, focuses on the research and development of cancer therapeutics. The company, under collaboration with Genentech, Inc., is conducting a pivotal Phase II clinical trial on its lead molecule, GDC-0449 in advanced basal cell carcinoma patients, as well as various Phase II clinical trials in first-line metastatic colorectal cancer and advanced ovarian cancer patients. It is also evaluating CUDC-101, a small molecule that is in a Phase I clinical testing and is designed to target histone deacetylase, epidermal growth factor receptor, and epidermal growth factor receptor 2. In addition, Curis has a development candidate, Debio 0932, which is a Heat Shock Protein 90 or Hsp90 inhibitor. The company holds a license agreement with Debiopharm related to its Hsp90 technologies. Further, it involves in preclinical testing for the development of candidates from its targeted cancer programs. The company was founded in 2000 and is base d in Lexington, Massachusetts.
Advisors' Opinion:- [By Monica Gerson]
Curis (NASDAQ: CRIS) dipped 18.97% to $3.16 in the pre-market session after the company reported Q3 financial results and provided CUDC-427 development update.
Top 10 Up And Coming Companies To Buy Right Now: JDS Uniphase Corporation(JDSU)
JDS Uniphase Corporation provides communications test and measurement solutions, and optical products for telecommunications service providers, wireless operators, cable operators, network-equipment manufacturers, and enterprises worldwide. The company?s Communications Test and Measurement segment supplies instruments, software, and services to enable the design, deployment, and maintenance of communication equipment and networks. Its product portfolio consists of test tools, platforms, software, and services for wireless and fixed networks. The company?s Communications and Commercial Optical Products segment offers components, modules, subsystems, and solutions that are used by communications equipment providers for telecommunications and enterprise data communications. This segment?s products comprise transmitters, receivers, amplifiers, ROADMs, optical transceivers, multiplexers and demultiplexers, switches, optical-performance monitors and couplers, splitters, and circ ulators, which enable the transmission of video, audio, and text data through fiber-optic cables. It also provides various laser products, including diode, direct-diode, diode-pumped solid-state, fiber, and gas lasers for micromachining, materials processing, bioinstrumentation, consumer electronics, graphics, medical/dental, and optical pumping; and photovoltaic products, such as concentrated photovoltaic cells and receivers for generating energy from sunlight, as well as fiber optic-based systems for delivering and measuring electrical power. The company?s Advanced Optical Technologies segment offers optical solutions for security and brand-differentiation applications; and thin film coatings for a range of public and private-sector markets. This segment also provides multilayer product-security solutions that deliver overt, covert, forensic, and digital product and document verification. JDS Uniphase Corporation was founded in 1979 and is headquartered in Milpitas, Califo rnia.
Advisors' Opinion:- [By Stephen Simpson, CFA]
PCTEL's other major business is in test equipment, particularly scanning receivers that are used to monitor, optimize, and diagnose problems in wireless networks. While this is a smaller market (by at least an order of magnitude), the company has carved out a good niche against rivals like Anritsu and JDSU (JDSU).
Top 10 Up And Coming Companies To Buy Right Now: TMS International Corp.(TMS)
TMS International Corp., through its subsidiaries, provides outsourced industrial services to steel mills in North America and internationally. It principally offers scrap management and preparation; semi-finished and finished material handling; metal recovery and slag handling, processing, and sales; surface conditioning; raw materials procurement and logistics; and proprietary software-based raw materials cost optimization services. The company?s scrap management and preparation services include the provision of inspection, preparation, and delivery of raw materials, primarily scrap, as well as inventory control through logistics management services. Its semi-finished and finished material handling services comprise handling and transportation of semi-finished and finished steel products, such as steel slabs, billets, and plates; metal recovery and slag handling, processing, and sales services consist of recycling and processing the slag to recover metallic material; an d surface conditioning services include removing imperfections from semi-finished steel products to be used in applications that require unblemished finishes, such as household appliances and automobiles. The company?s raw materials procurement and logistics services comprise purchasing, on behalf of customers, raw material inputs, including ferrous scrap, scrap substitutes, coke, coal, ore, non-ferrous metals, ferro-alloys, and other raw materials used in steel making, as well as arranging point-to-point delivery logistics. Its proprietary software-based raw materials cost optimization services consist of development and marketing of Scrap OptiMiser and GenBlend software applications that aid mills in the planning, procurement, and utilization of ferrous scrap and scrap substitutes. The company was founded in 1926 and is headquartered in Glassport, Pennsylvania. TMS International Corp. is a subsidiary of Onex Corporation.
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 TMS International (NYSE: TMS ) , whose recent revenue and earnings are plotted below. - [By Rich Duprey]
Outsourced industrial services provider�TMS International (NYSE: TMS ) announced on Friday its second-quarter dividend of $0.10 per share, the same rate it paid last quarter after initiating the payout.
Top 10 Up And Coming Companies To Buy Right Now: Transmontaigne Partners L.P. (TLP)
TransMontaigne Partners L.P. operates as a terminaling and transportation company. It provides integrated terminaling, storage, transportation, and related services for customers engaged in the distribution and marketing of light refined petroleum products, heavy refined petroleum products, crude oil, chemicals, fertilizers, and other liquid products. The company operates along the Gulf Coast, in the Midwest, in Brownsville, Texas, along the Mississippi and Ohio Rivers, and in the southeastern United States. As of December 31, 2010, it operated 7 refined product terminals in Florida with an aggregate storage capacity of approximately 7.1 million barrels; a 67-mile interstate refined products pipeline between Missouri and Arkansas and 3 refined product terminals with approximately 0.6 million barrels of aggregate active storage capacity; 2 refined product terminals located in Mt. Vernon, Missouri, as well as Rogers, Arkansas with an aggregate active storage capacity of appr oximately 407,000 barrels; and 1 refined product terminal in Oklahoma City, Oklahoma with an aggregate active storage capacity of approximately 158,000 barrels. The company also operated 1 refined product terminal in Brownsville, Texas with an aggregate active storage capacity of approximately 2.2 million barrels; 1 refined product terminal located in Matamoros, Mexico with an aggregate active LPG storage capacity of approximately 7,000 barrels; a pipeline from Brownsville facilities to its terminal in Matamoros, Mexico; 12 refined product terminals along the Mississippi and Ohio rivers with an aggregate active storage capacity of approximately 2.5 million barrels, as well as a dock facility; and 22 refined product terminals along the Colonial and Plantation pipelines with an aggregate active storage capacity of approximately 9.3 million barrels. TransMontaigne GP L.L.C. serves as the general partner of the company. TransMontaigne Partners L.P. was founded in 2005 and is bas ed in Denver, Colorado.
Advisors' Opinion:- [By Eric Volkman]
TransMontaigne Partners (NYSE: TLP ) is about to ship a bigger load of dividend to its unit holders. The company has declared a new distribution of $0.65 per unit, to be dispensed on Aug. 8 to holders of record as of July 31.That amount is $0.01, or 1.6%, higher than the company's previous payout of $0.64. It had distributed this amount in each of the preceding four quarters.
Top 10 Up And Coming Companies To Buy Right Now: Sonde Resources Corp (SOQ)
Sonde Resources Corp. (Sonde) is engaged in the exploration for, and acquisition, development and production of, petroleum and natural gas with operations in Western Canada and North Africa. On June 23, 2011, the Company sold its interests in Block 5(c) and the assumption of certain liabilities in respect of the MG Block through the Niko Sale Agreement. On September 23, 2011, the Company acquired a block of producing and non-producing assets in Drumheller from a third party, which includes the bulk of producing interests in the Mannville I oil pool. On January 1, 2012, the Company amalgamated Seeker Petroleum Ltd., Challenger Energy Corp. and Sonde Resources Trinidad and Tobago Ltd. into Sonde Resources Corp. On February 8, 2012, the Company completed the sale of 26,240 gross undeveloped acres (24,383 net acres) in its Kaybob Duvernay play in Alberta. Advisors' Opinion:- [By John Udovich]
While Bakken formation oil and gas stocks have grabbed the attention of�American investors, small cap Alberta or Saskatchewan oil and gas stocks Advantage Oil & Gas Ltd (NYSE: AAV), Sonde Resources Corp (NYSEMKT: SOQ) and up and coming Centor Energy Inc (OTCBB: CNTO) have been largely overlooked as they seek to exploit oil and gas (including oil sands) in the resource rich Canadian provinces of Alberta or Saskatchewan or seek strategic alternatives for their assets in these areas or themselves. It should be mentioned that Canada�� oil reserves are third only to Venezuela and Saudi Arabia with over 95% of these reserves being the oil sands of Alberta plus that province contains much of the country�� conventional oil reserves as well. In addition, the province of Saskatchewan along with offshore areas of Newfoundland contain substantial production and reserves. Excluding oil sands, Alberta would have 39% of Canada�� remaining conventional oil reserves,�followed by�offshore Newfoundland with�28% and Saskatchewan with 27%.
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