Friday, September 26, 2014

Top 10 High Tech Companies To Own In Right Now

Ford today unveiled Lincoln's new entry for the hot premium small crossover market -- a key product for the effort to revive the Lincoln brand.

The production 2015 Lincoln MKC (yes, they are sticking with the confusing model designations you can't remember) hews closely to the MKC concept shown in Detroit last January. Ford says the MKC will go on sale next summer; pricing was not announced.

Having had a good start with the redone MKZ midsize sedan this year -- the first of four new vehicles Lincoln has promised by 2016 for the brand's "reinvention" -- the MKC now can give Lincoln momentum, or douse it.

Jim Farley, the Ford global marketing head who also oversees Lincoln, summed up in a statement what the MKC needs to do: "As a challenger luxury brand, entering this (market) segment is a natural next step for us. MKC will do more than just compete ��it will change the way people think about Lincoln."

Top 5 Heal Care Stocks To Buy For 2015: B2Gold Corp (BTG)

B2Gold Corp. (B2Gold) is a gold producer with mining operations in Nicaragua and a portfolio of development and exploration assets in Colombia, Nicaragua and Uruguay. It operates the Libertad Mine and the Limon Mine in Nicaragua. It owns or has an interest in the Gramalote and Mocoa properties in Colombia, and the Bellavista property in Costa Rica. La Libertad Mine is located 110 kilometers east of Managua. The Limon Mine is located approximately 100 kilometers northwest of Managua and 20 kilometers from the Pan- American Highway. The Otjikoto gold project is located approximately 300 kilometers north of Namibia�� capital city, Windhoek. The Gramalote property is located approximately 230 kilometers northwest of the Colombian capital of Bogota and approximately 80 kilometers northeast of Medellin. The Gramalote property area is covered by 31 contiguous claim blocks totaling 42,790.09 hectares. In Jnauary 2013, the Company acquired CGA Mining Ltd. Advisors' Opinion:
  • [By Johanna Bennett]

    Analyst John Bridges and his team like Goldcorp (GG), B2Gold (BTG) and Eldorado (EGO), and feel Buenaventura (BVN) is a serious laggard with likely improved results in the second half of 2014. They write:

Top 10 High Tech Companies To Own In Right Now: Encore Wire Corp (WIRE)

Encore Wire Corporation (Encore), incorporated on April 5, 1989, is a manufacturer of electrical building wire and cable. The Company is a supplier of building wire for interior electrical wiring in commercial and industrial buildings, homes, apartments, and manufactured housing. Encore offers an electric building wire product line that consists of nonmetallic-building ( NM-B) cable, underground feeder-building (UF-B) cable, thermoplastic high heat resistant nylon coated/thermoplastic heat and water resistant nylon coated (THHN/THWN)-2 and other types of wire products, including metal clad and armored cable. All of these products are manufactured with copper or aluminum as the conductor. The principal customers for Encore�� wire are wholesale electrical distributors, who sell building wire and a variety of other products to electrical contractors. The Company sells its products primarily through 31 manufacturers��representatives located throughout the United States. The Company also purchases small quantities of other types of wire to re-sell to customers that buy products that the Company manufactures. The manufacturing process for the Company�� various products involves multiple steps, including: casting, drawing, stranding, compounding, insulating, jacketing and armoring.

The Company�� non-metallic sheathed cable is used primarily as interior wiring in homes, apartments and manufactured housing. NM-B cable is composed of either two or three insulated copper wire conductors, with an un-insulated ground wire, all sheathed in a polyvinyl chloride (PVC) jacket. UF-B cable is an underground feeder cable is used to conduct power underground to outside lighting and other applications remote from buildings. UF-B cable is composed of two or three PVC insulated copper wire conductors, with an un-insulated ground wire, all jacketed in PVC. THHN/THWN-2 cable is used primarily as feeder, circuit and branch wiring in commercial and industrial buildings. It is composed of a copper or aluminu! m single conductor, either stranded or solid, and insulated with PVC, which is further coated with nylon.

Cross-linked high heat water resistant insulated wire (XHHW)-2 Cable is a XHHW-2 wire used for general purpose applications utilized in conduit or other recognized raceways for service, feeders, and branch-circuit wiring. It�� composed of a copper or aluminum single conductor, either stranded or solid, and with a single layer of cross-linked polyethylene (XLPE) insulation. Underground service entrance (USE)-2 Cable. USE-2 or rubber high heat-resistant (RHH) or RHW-2 wire is used for general purpose applications utilized in conduit or installed in underground applications or in recognized raceways for service, feeders, and branch-circuit wiring. It�� composed of a copper or aluminum single conductor, either stranded or solid, and with a single layer of cross-linked polyethylene (XLPE) insulation suitable for wet locations.

Metal clad and armored cable is used primarily as feeder, circuit and branch wiring, primarily in commercial and industrial buildings. It is composed of multiple conductors, either stranded or solid, and insulated with PVC, which are further coated with nylon and then fully encased in a flexible aluminum or steel armored protective sheath that eliminates the need to pull the wire through pipe or conduit. The Company�� photovoltaic style cables are designed to meet the different needs of the emerging solar industry by providing connections between photovoltaic (PV) panels, collector boxes and inverters; and where also allowed by the National Electric Code (NEC). Its bare copper conductors are used in overhead electrical transmission and distribution systems for grounding electrical systems and circuit grounding.

The Company competes with Southwire Company, Cerro Wire LLC, United Copper Industries, BICC General and AFC Cable Systems, Inc.

Advisors' Opinion:
  • [By Seth Jayson]

    Basic guidelines
    In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Encore Wire (Nasdaq: WIRE  ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Encore Wire doing by this quick checkup? At first glance, not so great. Trailing-12-month revenue decreased 9.2%, and inventory increased 0.3%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue grew 3.9%, and inventory expanded 0.3%. Over the sequential quarterly period, the trend looks healthy. Revenue dropped 4.1%, and inventory dropped 5.1%.

  • [By Eric Volkman]

    Encore Wire (NASDAQ: WIRE  ) , like a strip of its namesake product, seems to believe in keeping its shareholder payouts long and straight. The company has declared a quarterly dividend of $0.02 per share, to be paid on July 19 to shareholders of record as of July 5. That amount is in line with every one of the firm's previous distributions stretching back to early 2007.�

Top 10 High Tech Companies To Own In Right Now: Grifols SA (GRFS)

Grifols SA is a Spain-based company engaged in the healthcare sector. The Company is involved in the research, development, manufacturing and marketing of medical solutions for hospitals, which include plasma-derived therapies, as well as diagnosis and pharmaceutical products. Its activities are structured in four segments: Bioscience, which focuses on the research for obtaining new therapies and solutions aimed at patients who suffer from illnesses stemming from plasma deficits; Diagnostic, which comprises the research, development and marketing of diagnostic products for clinical laboratories, Hospital, which offers ready-to-use pharmaceutical preparations and products for clinical nutrition; and Raw Materials, which includes sales of biological products and services. The Company is a parent of Grupo Grifols. In March 2013, the Company acquired a 60% stake in Progenika Biopharma SA. On January 9, 2014, the Company acquired a diagnostic unit from Novartis International AG. Advisors' Opinion:
  • [By Philip Springer]

    What’s more, earnings estimates for 2014 by Wall Street analysts have increased for seven of the 10 companies over the last three months. Amgen’s are down slightly and those for Celgene and Novo Nordisk are unchanged.

    Two of the 10 stocks currently are in the PF Growth Portfolio. Another, Allergan, was sold for a 75 percent long-term gain since its initial recommendation.

    As of late February, the 10 stocks profiled carried market capitalizations of roughly $30 billion and up. Here are another four companies to watch: Grifols SA (NSDQ: GRFS), Jazz Pharmaceuticals PLC (NSDQ: JAZZ), Questcor Pharmaceuticals (NSDQ: QCOR) and Salix Pharmaceuticals (NSDQ: SLXP). Each of these four companies is generating rapid revenue and profit growth, and each stock carries a market capitalization of $5 billion or more.

    Have a happy and safe Fourth of July weekend!

Top 10 High Tech Companies To Own In Right Now: Rambus Inc.(RMBS)

Rambus Inc. engages in the creation, design, development, and licensing of patented innovations, technologies, and architectures to digital electronics products and systems. Its patented innovations include Dual Edge Clocking, which is designed to allow data to be sent on the clock pulse; Variable Burst Length that improves data transfer efficiency by allowing varying amounts of data to be sent per a memory read or write request in dynamic random access memory (DRAM) and flash memory; and FlexPhase technology, which synchronizes data output and compensates for circuit timing errors. The company also offers Channel Equalization to improve signal integrity and system margins in high speed parallel and serial link channels; Module Threading, which improves the power efficiency of a memory module by applying parallelism to module data accesses; and MicroLens optical design technology, which provides optimum utilization of high-brightness light-emitting diodes (LED) in edge-lit lighting applications. In addition, it licenses its architectures and industry-standard solutions for use in digital electronics products and systems, including XDR Memory Architecture enabling the production of DRAM; XDR2 Memory Architecture that incorporates DRAM micro-threading for graphics intensive applications, such as gaming and digital video; Mobile XDR Memory Architecture, which enables applications, such as HD video recording and 3D gaming on battery powered mobile devices; RDRAM Memory used in play stations, Intel-based personal computers, televisions, and routers; and FlexIO Processor Bus, a high speed chip-to-chip interface. Further, the company offers industry-standard chip interface solutions, including DDRx; digital logic controllers for peripheral component interconnect express and other industry standard interfaces; and custom solutions for displays, LED backlights, and general lighting. Rambus Inc. was founded in 1990 and is headquartered in Sunnyvale, Ca lifornia.

Advisors' Opinion:
  • [By Lauren Pollock]

    Micron Technology Inc.(MU) and Rambus Inc.(RMBS) said they have ended a series of court battles that stretched for 13 years, with Micron agreeing to pay up to $280 million to Rambus over seven years. The deal announced late Monday gives Micron, one of the biggest makers of memory chips, rights to use Rambus patents in certain products. Rambus shares surged 9.7% to $9.36 premarket, while Micron was inactive.

  • [By Wallace Witkowski]

    Shares of Rambus Inc. (RMBS) �declined 8.5% to $11.25 on moderate volume after the company reported adjusted earnings of 17 cents a share on revenue of $78.3 million. Analysts expected 4 cents a share on revenue of $74.3 million. However, Rambus forecast second-quarter revenue of between $69 million and $74 million, while analysts expect $74.3 million.

Top 10 High Tech Companies To Own In Right Now: Horizon Pharma Inc (HZNP)

Horizon Pharma, Inc. (Horizon), incorporated on March 23, 2010, is a biopharmaceutical company that develops and commercializes medicines to target unmet therapeutic needs in arthritis, pain and inflammatory diseases. On April 23, 2011, the United States Food and Drug Administration, approved DUEXIS (formerly HZT-501), a tablet formulation containing a fixed-dose combination of ibuprofen and famotidine in a single pill. The Company�� other product, LODOTRA (NP-01), is a programmed release formulation of low-dose prednisone that is marketed in Europe by the Company�� distribution partner, Mundipharma International Corporation Limited (Mundipharma). As of December 31, 2010, Horizon completed multiple Phase III clinical trials of LODOTRA. In addition to these product candidates, the Company has a pipeline of earlier-stage product candidates to treat pain-related diseases and chronic inflammation. On April 1, 2010, Horizon effected a recapitalization and acquisition pursuant to which Horizon Pharma, Inc. became a holding company, that operates through its wholly owned subsidiaries, Horizon Pharma USA, Inc. (formerly Horizon Therapeutics, Inc.) and Horizon Pharma AG (formerly Nitec Pharma AG (Nitec)).

DUEXIS

DUEXIS is a combination of 800 milligram ibuprofen and 26.6 milligram famotidine in a single pill and is indicated for the relief of signs and symptoms of rheumatoid arthritis (RA), and osteoarthritis (OA), and to decrease the risk of developing upper gastrointestinal (GI), ulcers in patients who are taking ibuprofen for those indications. The Company has completed two Phase III clinical trials in a total of over 1,500 patients with mild to moderate pain or arthritis that demonstrated a significant reduction in the incidence of non-steroidal anti-inflammatory drugs (NSAID)-induced upper GI ulcers when treated with DUEXIS versus ibuprofen alone.

LODOTRA

LODOTRA is a programmed release formulation of low-dose prednisone, a well-established drug use! d to inhibit the production of various pro-inflammatory cytokines, which are proteins associated with joint inflammation in RA. LODOTRA has received regulatory approval in Europe for the treatment of moderate to severe, active RA in adults when accompanied by morning stiffness. As of December 31, 2010, the Company had completed two pivotal Phase III clinical trials of LODOTRA in a total of over 600 patients with RA. The first pivotal Phase III trial supported the approval of LODOTRA in Europe in March 2009, where it is approved for marketing in 14 European countries. LODOTRA achieved significant results and met the primary endpoint in each of the two pivotal Phase III clinical trials. Its LODOTRA product was developed and is owned by Horizon Pharma AG. As of December 31, 2010, the Company markets LODOTRA in Europe through three separate agreements. Pursuant to two separate agreements, it granted Merck Serono GmbH and Merck GesmbH, an affiliate of Merck Serono, the rights to distribute and market LODOTRA in each of Germany and Austria, respectively, and pursuant to the third agreement, it granted Mundipharma rights to distribute and market LODOTRA in the rest of Europe. The Company also has a manufacturing and supply agreement with Jagotec AG under which Jagotec or its affiliates manufacture and supply LODOTRA to the Company as bulk tablets.

The Company competes with Pfizer Inc., Pozen Inc., Abbott Laboratories and Amgen Inc.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Wednesday morning, the healthcare sector proved to be a source of strength for the market. Leading the sector was strength from Horizon Pharma (NASDAQ: HZNP) and Pernix Therapeutics Holdings (NASDAQ: PTX). In trading on Wednesday, telecommunications services shares were relative laggards, down on the day by about 0.39 percent. Top decliners in the sector included Shenandoah Telecommunications Co (NASDAQ: SHEN), off 3.3 percent, and CalAmp (NASDAQ: CAMP), down around 2.4 percent.

  • [By Jayson Derrick]

    Analysts at Piper Jaffray downgraded Horizon Pharma (NASDAQ: HZNP) to Neutral from Overweight with a price target lowered to $9 from a previous $22. Shares lost 9.67 percent, closing at $8.27.

  • [By Lisa Levin]

    Horizon Pharma (NASDAQ: HZNP) shares gained 24.15% to $18.23 after the company announced its plans to acquire privately held Vidara Therapeutics International for around $660 million.

Top 10 High Tech Companies To Own In Right Now: Ares Capital Corp (ARCC)

Ares Capital Corporation (Ares Capital), incorporated on April 16, 2004, is a specialty finance company, which is a closed-end, non-diversified management investment company. The Company�� wholly owned subsidiaries and vehicles managed or sub-managed by its wholly owned portfolio company, Ivy Hill Asset Management, L.P. (IHAM). It is externally managed by its investment adviser, Ares Capital Management LLC (Ares Capital Management or its investment adviser), a wholly owned subsidiary of Ares Management LLC (Ares Management), a global alternative asset manager. Ares Operations LLC (Ares Operations or administrator), its administrator, a wholly owned subsidiary of Ares Management, provides the administrative services. It invests in United States middle-market companies. It invests in first and second lien senior loans and mezzanine debt, which in some cases includes an equity component. It also makes preferred and/or common equity investments.

The Company�� portfolio company, IHAM, manages 10 unconsolidated credit vehicles and sub-manages or sub-advises four other unconsolidated credit vehicles (these vehicles managed or sub-managed/sub-advised by IHAM). It has also made direct investments in securities of certain of these vehicles. Ares Management�� (Ares) finance activities include the origination, acquisition and management of senior loans, bonds, mezzanine debt and special situation investments. Ares' private equity activities focus on providing flexible, junior capital to middle-market companies.

The Company has an investment portfolio of first and second lien loans, mezzanine debt and equity investments in private middle-market companies. The Company and General Electric Capital Corporation and GE Global Sponsor Finance LLC (GE) co-invest through the Senior Secured Loan Fund LLC, which operates using the name Senior Secured Loan Program. As of December 31, 2011, the Senior Secured Loan Program (SSLP) consisted of a portfolio of loans to 32 different borrowers and th! e portfolio companies in the SSLP are in industries similar to the companies in Ares Capital's portfolio. It also makes preferred and/or common equity investments. It makes senior secured loans in the form of first and/or second lien loans. Its first and second lien loans have terms of three to 10 years. The list of the industries, in which it has invested include aerospace and defense, business services, consumer products, containers and packaging, education, energy, environmental services, financial services, food and beverage, healthcare services, investment funds and vehicles, manufacturing, restaurant and food services, retail, and telecommunications. It has made investments in its portfolio company, IHAM, which manages 10 unconsolidated credit vehicles: Ivy Hill Middle Market Credit Fund, Ltd. (Ivy Hill I), Ivy Hill Middle Market Credit Fund II, Ltd. (Ivy Hill II), Ivy Hill Middle Market Credit Fund III, Ltd. (Ivy Hill III), Ivy Hill Senior Debt Fund, L.P. and related vehicles (Ivy Hill SDF and, together with Ivy Hill I, Ivy Hill II and Ivy Hill III, the Ivy Hill Funds); Knightsbridge CLO 2007-1 Limited, Emporia Preferred Funding I, Ltd., Emporia Preferred Funding II, Ltd. and Emporia Preferred Funding III, Ltd. (collectively, the Emporia Funds), and Ares Private Debt Strategies Fund II, L.P. and Ares Private Debt Strategies Fund III, L.P. (collectively, the PDS Funds). In addition, IHAM serves as the sub-adviser/sub-manager for four others: CoLTS 2005-1 Ltd., CoLTS 2005-2 Ltd. and CoLTS 2007-1 Ltd. (collectively, the CoLTS Funds), and FirstLight Funding I, Ltd. (FirstLight).

Advisors' Opinion:
  • [By Ron Rowland]

    The underlying index has 138 constituents, with the largest allocations going to PowerShares Emerging Markets Sovereign Debt (PCY) 10.0%, iShares iBoxx $ High Yield Corporate Bond ETF (HYG) 9.9%, iShares US Preferred Stock ETF (PFF) 7.0%, Market Vectors High Yield Municipal Index ETF (HYD) 4.9%, Ares Capital (ARCC) 4.2%, and Energy Transfer Partners LP (ETP) 4.0%.

Top 10 High Tech Companies To Own In Right Now: Intevac Inc.(IVAC)

Intevac, Inc. provides process manufacturing equipment solutions to the hard disk drive industry, and process manufacturing equipment and inspection solutions to the photovoltaic industry. The company operates in two segments, Equipment and Intevac Photonics. The Equipment segment designs, develops, and markets magnetic disks; hard disk drive equipment products, including disk sputtering and disk lubrication systems; technology upgrades; and spare parts and consumables, as well as installation, maintenance, and repair services. This segment also offers capital equipment for the photovoltaic solar manufacturing industry. The Intevac Photonics segment develops, manufactures, and sells digital-optical products for the capture and display of low-light images and materials identification used in military aircraft, ground vehicles, ground soldier head-mounted, and weapon-mounted applications. This segment also provides sensors, cameras, and systems for military applications; Ram an spectrometer table-top and handheld systems for use in forensics, homeland security, geology, gemology, medical, pharmaceutical, and industrial quality assurance applications; and low-light cameras for industrial inspection, bio-medical, and scientific applications. The company sells its products through direct sales force, system integrators, distributors, and value added resellers in the United States, Asia, Europe, and rest of world. Intevac, Inc. was founded in 1990 and is headquartered in Santa Clara, California.

Advisors' Opinion:
  • [By Roberto Pedone]

    Intevac (IVAC) provides process manufacturing equipment solutions to the hard disk drive industry and high-productivity process manufacturing equipment and inspection solutions to the photovoltaic industry. This stock closed up 8.5% to $6.74 in Tuesday's trading session.

    Tuesday's Range: $6.23-$6.75

    52-Week Range: $4.06-$6.80

    Tuesday's Volume: 263,000

    Three-Month Average Volume: 140,032

    From a technical perspective, IVAC soared higher here right off some near-term support at $6.25 with above-average volume. This stock has been uptrending strong for the last three months, with shares moving higher from its low of $4.31 to its recent high of $6.80. During that move, shares of IVAC have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of IVAC within range of triggering a major breakout trade. That trade will hit if IVAC manages to take out its 52-week high at $6.80 with high volume.

    Traders should now look for long-biased trades in IVAC as long as it's trending above some near-term support levels at $6.25 or at $5.92 and then once it sustains a move or close above its 52-week high at $6.80 with volume that hits near or above 140,032 shares. If that breakout hits soon, then IVAC will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are its next major overhead resistance levels at $8 to $8.37. Any high-volume move above those levels will then put $9 to $9.36 within range for shares of IVAC.

No comments:

Post a Comment