Saturday, July 6, 2013

Hot Shipping Stocks To Watch For 2014

On Thursday, Union Pacific (NYSE: UNP  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.

Union Pacific has benefited from the cost advantage that railroads have during periods of high energy prices, but the devastation in the commodities markets recently has had a negative impact on shipping volume. Nevertheless, the railroad giant has managed to turn to alternative revenue sources. Let's take an early look at what's been happening with Union Pacific over the past quarter and what we're likely to see in its quarterly report.

Hot Shipping Stocks To Watch For 2014: Retail Opportunity Investments Corp.(ROIC)

Retail Opportunity Investments Corp., a real estate investment trust (REIT), engages in the acquisition, ownership, and management of necessity-based community and neighborhood shopping centers in the eastern and western regions of the United States. As of December 31, 2011, its portfolio consisted of 30 owned retail properties totaling approximately 3.2 million square feet of gross leasable area. The company has elected to be taxed as a REIT, for U.S. federal income tax purposes. The company is based in White Plains, New York.

Hot Shipping Stocks To Watch For 2014: Cypress Development Corp. (CYP.V)

Cypress Development Corp., an exploration stage company, engages in acquisition, exploration, and development of mineral properties in the United States and Canada. It primarily explores for precious and base metals. The company holds 80% interest in the McKenzie Island claims located in the Dome and Fairlie Townships, Red Lake District, Ontario; and 84.33% interests in the Broulan Reef property located in the Red Lake area of Ontario. It also holds an agreement to acquire a 100% interest in the Twenty-One Silver-Gold Project consisting of approximately 420 acres located in Mineral County, Nevada; and a 100% interest in various Federal lode claims totaling approximately 2,400 acres located in White Pine County, Nevada. The company, formerly known as Cypress Minerals Corp., is headquartered in Vancouver, Canada.

Top 5 Biotech Companies To Buy For 2014: DIRECTV(DTV)

DIRECTV provides digital television entertainment in the United States and Latin America. The company provides direct-to-home (DTH) digital television services, as well as multi-channel video programming distribution services in the United States. It offers various channels of digital-quality video entertainment and CD-quality audio programming directly to subscribers' homes or businesses, as well as video-on-demand services; and approximately 160 national high-definition television channels and 4 3D channels. The company also provides premium professional and collegiate sports programming, such as the NFL SUNDAY TICKET package, which allows subscribers to view the NFL games. In addition, it offers DTH digital television services in Latin America and the Caribbean, including Puerto Rico. The company provides its local and international programming under the DIRECTV and SKY brand names. As of December 31, 2010, it served approximately 19.2 million subscribers in the United States; and 8.9 million subscribers in Latin America. The company was founded in 1990 and is based in El Segundo, California.

Advisors' Opinion:
  • [By Scott Rothbort]

    DirecTV(DTV) provides digital home entertainment to over 27 million direct subscribers and nearly 4 million partnered subscribers in the U.S. and Latin America. The company added nearly 2 million subscribers in 2011. ARPU (average revenue per subscriber) increased 3.5% in the U.S. and nearly 12% in Latin America so far this year. Earnings are expected to grow by over 30% in both 2011 and 2012. The stock sells at just 10.5 times 2012 estimates.

    Compare that with forward price-to-earnings for competitors such as Time Warner Cable(TWC), at 11.2; Cablevision(CVC), at 11.4; and Comcast(CMCSA), 11.5. The stock is an excellent generator of cash flow. That said, if there is one issue I have with DirecTV management, it is its insistence on increasing leverage to repurchase stock.

    DirecTV's raw beta is 0.85.

    DirecTV, one of George Soros' top holdings, was also one of Warren Buffett's 6 New Investments in the most recently reported quarter.

Hot Shipping Stocks To Watch For 2014: Mesoblast Ltd(MSB.AX)

Mesoblast Limited engages in the development and commercialization of biologic products for the field of regenerative medicine. Its lead products target cardiovascular conditions, diabetes, inflammatory conditions of lungs and joints, eye diseases, bone marrow cancers, bone fractures, cartilage degeneration, and musculoskeletal conditions. The company has a strategic alliance with Cephalon Inc. to develop and commercialize its adult stem cell therapeutics for degenerative conditions of the cardiovascular and central nervous systems; and Lonza Group for the production of its off-the-shelf adult stem cell products. Mesoblast Limited was founded in 2004 and is based in Melbourne, Australia.

Hot Shipping Stocks To Watch For 2014: National Beverage Corp.(FIZZ)

National Beverage Corp., together with its subsidiaries, develops, manufactures, markets, and distributes beverage products in the United States. The company offers a range of flavored soft drinks, juices, sparkling waters, energy drinks, and nutritionally-enhanced waters. It provides its soft drink products under the Shasta and Faygo names. The company also provides health-conscious beverage products, including juice and juice based products under the Everfresh, Home Juice, and Mr. Pure brand names; sparkling and spring water products under the LaCroix, Crystal Bay, and ClearFruit brand names; and nutritionally enhanced water under the Asante brand. In addition, it offers energy drinks under the brand, Rip It; fruit-flavored drinks under the Ohana brand name; holiday soft drinks under the brand, St. Nick?s; and effervescent powder beverage enhancers under the NutraFizz brand name. Further, the company develops and produces soft drinks for retailers and beverage companies . National Beverage provides its products through national and regional grocery stores, warehouse clubs, mass-merchandisers, wholesalers and dollar stores, convenience stores, gas stations, and independent and specialized distributors, as well as through direct store distribution facilities. The company was founded in 1985 and is based in Fort Lauderdale, Florida.

Hot Shipping Stocks To Watch For 2014: Recon Technology Ltd.(RCON)

Recon Technology, Ltd. provides hardware, software, and on-site services to companies in the petroleum mining and extraction industry in the People?s Republic of China. The company offers equipment, tools, and other hardware related to oilfield production and management; and develop and sell industrial automation control and information solutions. Its oil and gas production and transportation equipment comprise heating furnaces, burners, and separators. Recon Technology, Ltd.?s oil and gas development tools and equipment include packers of fracturing, production packers, and water injection packers; and oil and gas production increasing techniques consist of fissure shaper technique to increase perforation depth, sand prevention in oil and water well technique, water locating and plugging technique, fracture acidizing technique, and electronic broken-down service. Its automation systems and services comprise pumping unit controllers that monitors the pumping units and co llects data for load, pressure, voltage, startup, and shutdown control; RTU for monitoring natural gas wells and collecting gas well pressure data; wireless dynamometer and wireless pressure gauge; electric multi-way valve for oilfield metering station flow control; and natural gas flow computer system to measure the flow. The company?s automation systems and services also consist of Recon SCADA oilfield monitor and data acquisition system for supervision and data collection; EPC service of pipeline SCADA system for pipeline monitoring and data acquisition; EPC service of oil and gas wells SCADA system for monitoring and data acquisition of oil, and natural gas wells; EPC service of oilfield video surveillance and control system to control the oil and gas wellhead area and measure station area; and technique service for digital oilfield transformation. Recon Technology, Ltd. was incorporated in 2007 and is headquartered in Beijing, the People?s Republic of China.

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