Tuesday, December 30, 2014

Best Recreation Stocks For 2014

Las Vegas is easily America's city that is most synonymous with recreational risk-taking. Atlantic City, especially for those on the East Coast, has also long been known as a place to take a chance on blackjack or drop coins in a slot machine. But in truth, the United States is dotted with gambling havens from coast to coast. With tax rates up to 40%, these businesses can generate hundreds of millions in state revenues.

We decided to look at the states with the most revenue from commercial gambling in 2012. Some of the 13 states that made our list won't surprise you. Others, such as Iowa, may.

The numbers do not include tribal gaming, because The National Indian Gaming Association does not publish state-by-state revenue, though revenue on all Native lands combined was $27 billion in 2013. Including all of the money tribal casinos generate would place California and Connecticut among the top markets for gambling in the U.S., and onto this list.

Top Stocks For 2015: Drew Industries Inc (DW)

Drew Industries Incorporated, incorporated on March 20, 1984, is a supplier of components for recreational vehicle (RVs) and manufactured housing. The Company operates in two segments: the RV products segment (RV Segment), and the manufactured housing products segment (MH Segment). The Company�� operations are conducted through its wholly owned subsidiaries, Lippert Components, Inc. and its subsidiaries (Lippert) and Kinro, Inc. and its subsidiaries (Kinro), each of which has operations in both the RV Segment and the MH Segment. During the year ended December 31, 2012, the RV Segment accounted for 87% of net sales and the MH segment accounted for 13% of net sales. On February 21, 2012, the Company acquired the business and certain assets of the United States RV entry door operation of Euramax International, Inc. In February 2014, the Company's wholly-owned subsidiary, Lippert Components, Inc has acquired Innovative Design Solutions, Inc. (IDS).

RV Segment

The Company through its wholly owned subsidiaries manufactures and markets a variety of products used in the production of RVs, including steel chassis for towable RVs, axles and suspension solutions for towable RVs, slide-out mechanisms and solutions, thermoformed bath, kitchen and other products, manual, electric and hydraulic stabilizer and lifting systems, aluminum windows and screens, chassis components, furniture and mattresses, entry, baggage, patio and ramp doors, entry steps, awnings, and other accessories. The Company also supplies certain of these products to the RV aftermarket, and to adjacent industries, including manufacturers of truck caps, buses and trailers used to haul boats, livestock, equipment and other cargo. Operations of the Company's RV Segment consist primarily of fabricating, welding, painting and assembling components into finished products. The Company's RV Segment operations are conducted at 23 manufacturing and warehouse facilities throughout the United States, located in proximity to the cus! tomers they serve. Of these facilities, six also conduct operations in the Company's MH Segment. It markets extruded aluminum parts to manufacturers in other industries. The Company's RV Segment products are sold primarily to manufacturers of RVs such as Thor Industries Forest River (a subsidiary of Berkshire Hathaway, and other original equipment manufacturers (OEMs), and to distributors of aftermarket products.

MH Segment

The Company through its wholly owned subsidiaries manufactures and markets a variety of products used in the production of manufactured homes and to modular housing and mobile office units, including vinyl and aluminum windows and screens, steel chassis, steel chassis parts, axles, thermoformed bath and kitchen products, steel and fiberglass entry doors, and aluminum and vinyl patio doors. The Company also supplies windows, doors, and thermoformed bath products as replacement parts to the manufactured housing aftermarket, and to adjacent industries. MH Segment customers manufacture both manufactured homes and modular homes, and certain of the products manufactured by the Company are suitable for both types of homes. Operations of the Company's MH Segment consist primarily of fabricating, welding, thermoforming, painting and assembling components into finished products. The Company's MH Segment operations are conducted at 13 manufacturing and warehouse facilities throughout the United States, located in proximity to the customers they serve. Of these facilities, six also conduct operations in the Company's RV Segment. The Company's manufactured housing products are sold primarily to producers of manufactured homes such as Clayton Homes, Cavco Industries, Inc., Champion Home Builders, Inc., Skyline Corporation, and other OEMs, and to distributors of aftermarket products.

The Company competes with Kober Corporation and Dexter Axle Company.

Advisors' Opinion:
  • [By Grace L. Williams]

    Shares of Winnebago have gained 4.4% to $28.47 today at 3pm. Thor Industries (THO), which also makes recreational vehicles, has ticked up 0.1% to $57.56, Drew Industries (DW) has risen 0.3% to $48.74, Arctic Cat (ACAT) has advanced 1% to $59.87 and Polaris Industries (PII) has fallen 0.3% to $132.08.

  • [By John Udovich]

    The CEO of recreation vehicle (RV) stock Winnebago Industries, Inc (NYSE: WGO) recently appeared on CNBC to say that the economy is improving for RV makers, meaning its time to take a closer look at the stock plus take a look at the performance of other small cap RV stocks like Drew Industries, Inc (NYSE: DW), Skyline Corporation (NYSEMKT: SKY) and Thor Industries, Inc (NYSE: THO).

Best Recreation Stocks For 2014: TripAdvisor Inc (TRIP)

TripAdvisor, Inc. (TripAdvisor), incorporated on July 20, 2011, is an online travel research company, enabling users to plan and have a trip. TripAdvisor features reviews and advice on hotels, resorts, flights, vacation rentals, vacation packages and travel guides. TripAdvisor�� travel research platform features reviews and opinions from its community of travelers about destinations, accommodations (hotels, bed and breakfasts, specialty lodging and vacation rentals), restaurants and activities worldwide, through its TripAdvisor brand. TripAdvisor Websites include tripadvisor.com in the United States and versions of the Website in 30 countries, including in China under the brand daodao.com. TripAdvisor Websites also include links to the Websites of its travel advertisers allowing travelers to directly book their travel arrangements. In addition to the TripAdvisor brand, TripAdvisor, Inc. manages and operates Websites under 18 other travel media brands, providing travel planning resources across the travel sector. On December 20, 2011, Expedia, Inc. (Expedia) completed the spin-off of TripAdvisor, Inc. (TripAdvisor) to Expedia stockholders. TripAdvisor consists of the domestic and international operations previously associated with Expedia�� TripAdvisor Media Group. In October 2012, it acquired Wanderfly. In March 2013, it acquired Tiny Post (tinypost.co). In April 2013, the Company acquired Jetsetter.com and Gilt Travel Inc. In May 2013, TripAdvisor Inc acquired key technology and talent from CruiseWise Inc. In May 2013, TripAdvisor Inc acquired Guia de Apartamentos Niumba SL. In June 2013, the Company announced that it has acquired GateGuru.

TripAdvisor provides access worldwide to online travel agencies, including Expedia, Orbitz, Travelocity, hotels.com, Priceline and Booking.com. TripAdvisor Media Group offers travel suppliers graphical advertising and cost-per-click marketing platforms. TripAdvisor operates sites in 30 countries and in 21 languages, including sites in the United S! tates (http://www.tripadvisor.com), the United Kingdom (http://www.tripadvisor.co.uk), France (http://www.tripadvisor.fr), Ireland (http://www.tripadvisor.ie), Germany (http://www.tripadvisor.de), Italy (http://www.tripadvisor.it), Spain (http://www.tripadvisor.es), India (http://www.tripadvisor.in), Japan (http://www.tripadvisor.jp), Portugal and Brazil (http://www.tripadvisor.com.br), Sweden (http://www.tripadvisor.se), The Netherlands (http://www.tripadvisor.nl), Canada (http://www.tripadvisor.ca), Denmark (http://www.tripadvisor.dk), Turkey (http://www.tripadvisor.com.tr), Mexico (http://www.tripadvisor.com.mx), Norway (http://no.tripadvisor.com), Poland (http://pl.tripadvisor.com), Australia (http://www.tripadvisor.com.au), Singapore (http://www.tripadvisor.com.sg), Thailand (http://th.tripadvisor.com), Russia (http://www.tripadvisor.ru), Greece (http://www.tripadvisor.com.gr), Indonesia(http://www.tripadvisor.co.id), Argentina (www.tripadvisor.co.ar), Taiwan (www.tripadvisor.tw),Malaysia(http://www.tripadvisor.com.my), and Egypt (http://www.tripadvisor.com.eg). TripAdvisor also operates in China under the brand daodao.com (http://www.daodao.com) and Kuxun.cn (http://www.kuxun.cn).

Advisors' Opinion:
  • [By Jayson Derrick]

    Analysts at Credit Suisse reiterated an Outperform rating on TripAdvisor (NASDAQ: TRIP) with a price target raised to $105 from a previous $94. Shares gained 4.43 percent, closing at $83.30.

  • [By Sean Williams]

    Flying the highest of all was online travel review site TripAdvisor (NASDAQ: TRIP  ) , which tacked on 4.2% despite no specific company news. This seems like a case where consumer confidence and higher home prices played a big role in pushing this stock higher. If home prices are rising and consumers are more confident about an economic recovery, then they are more likely to take a vacation. That'd be great news for third-party sites, which have flourished, especially overseas, as consumers look for a good deal. It would also reconfirm TripAdvisors' optimism regarding the upcoming traveling season.

  • [By Ben Levisohn]

    It’s April Fools’ Day, but the joke is on the bears as stocks gained today, led by Intuitive Surgical (ISRG). TripAdvisor (TRIP), Cisco Systems (CSCO), Boeing (BA) and Walt Disney (DIS).

  • [By Sue Chang]

    TripAdvisor Inc. (TRIP) said its second-quarter profit edged up to $68 million, or 47 cents a share, from $67 million, or 46 cents a share, a year ago. Excluding one-time items, the online travel website would have earned 55 cents a share. Analysts surveyed by FactSet had forecast TripAdvisor to earn 61 cents. Revenue totaled $323 million, up from $247 million. Shares slumped 5% in after hours.

Best Recreation Stocks For 2014: Vitamin Blue Inc (VTMB)

Vitamin Blue, Inc. (Vitamin Blue), incorporated on May 25, 1999, is engaged in designing, manufacturing and distributing surf wear board shorts, t-shirts and fleece jackets) and surfing accessories (surf boards bags, roof rack pad and surf backpacks). The Company focuses on four types of retail outlets: surfboard manufacturers, surf shops, specialty stores and department stores. Vitamin Blue distributes the majority of its products through surfboard manufacturers and surf shops. The primary focus of Vitamin Blue is surf wear and surfing accessories. The Company�� primary distribution focuses on retail outlets in North America (the United States, Canada and Mexico). Vitamin Blue manufactures most of its surfing accessories and all of its surfwear in-house.

Surfboard Manufacturers

The Company�� surfboard manufactures retail outlet generally consists of single shops, where surfboards are designed, manufactured and marketed. It is the source for surfing accessories. This distribution channel focuses on the core surf market. The Company has relationships with manufacturers, such as Hap Jacobs, Bing Surfboards, Bark Boards and Ron House Shapes, Dewey Weber, Stewart Surfboards. Vitamin Blue surfing accessories are sold through this channel.

Surf Shops

The Company�� surf shops are generally single to multiple shops located in or near beach cities, focused on the central surf market. It tends to be privately owned. Surf shops also focus on the core surf market and provide an authentic retail source for complete lines of surfwear and surfing accessory products. The Company has relationships with manufacturers, such as Freeline Design (Santa Cruz, California), The Frog House (Newport Beach, California), Infinity Surfboards (Dana Point, California), Legends Surf (Carlsbad, California), Hi-Tech Surf Sports (Maui, Hawaii), Second Wind Sail and Surf (Maui, Hawaii), Hawaiian Island Surf and Sport (Maui, Hawaii) Kennedy Surfboards (Woodland Hills, California),! Malibu Surf Shack, (Malibu, California), E.T. Surf (Hermosa Beach, California), Spyder (Hermosa Beach, California), Costa Azul (Laguna Beach, California), Icons of Surf (San Clemente, California), Encinitas Surfboards (Encinitas, California), Nor Easter Surf Shop (Scituate, Massachusetts), Air & Speed Surf Shop (Montauk, New York), Xtreme Surf & Sport (East Northport, New York) and Marsh�� Surf Shop (Atlantic Beach, North Carolina). The complete line of Vitamin Blue products (surfwear and surfing accessories) is distributed through this channel.

Specialty Stores

The Company�� specialty stores type of retail outlet generally consists of single, regional and nationwide stores, and tends to be located in or near beach or resort communities, shopping centers, and shopping malls. Specialty stores distributing surf products primarily include tourist/vacation shops, sporting good stores (including Sports Chalet, Inc. - SPCHB), and regional and national retail stores (including Pacific Sunwear of California-PSUN and Zumiez, Inc.-ZUMZ). Vitamin Blue intends to use this type of retail outlet to distribute its surfwear.

Department Stores

The Company�� department stores type of retail outlet generally has stores located nationwide. It is located in shopping malls, such as Bloomingdale��, Macy��, Saks Fifth Avenue and Nordstrom. Vitamin Blue intends to use this type of retail outlet to distribute its surfwear.

Vitamin Blue�� surfing accessories include surfboard travel bags, which offer surfboard protection and can be used daily or for long distance surf trips; surf gear travel bags, which are duffle bags used to carry surfing essentials on surf trips; surf backpacks, which are specially, designed wet bag backpacks for wetsuit storage, and roof-rack pads, which is used on existing car roof racks for surfboard protection and security on daily surf outings.

The Company competes with Quicksilver, Inc., Billabong Intl, Hurley and! Volcom I! nc.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Green Endeavors Inc (OTCMKTS: GRNE), Global Links Corporation (OTCMKTS: GLCO) and Vitamin Blue Inc (OTCBB: VTMB) were all making noticeable moves at the end of last week. On Friday, Green Endeavors Inc rose 8.11% and Global Links Corporation rose 13.96% while Vitamin Blue Inc fell 10%. Of course, small cap OTC stocks making large single digit or double digit moves in either direction aren�� all that unusual. Moreover, all of these small caps have been the subject of paid promotions. With that in mind, here is a closer look at all three to help you decide on an investing or trading strategy:

  • [By Peter Graham]

    Small cap marijuana stocks Smart Ventures Inc (OTCMKTS: SMVR) and Vitamin Blue Inc (OTCMKTS: VTMB) jumped 40.28% and 38.6%, respectively, while hemp stock Astika Holdings Inc (OTCBB: ASKH) fell 13.75% on Friday. Moreover, only one of these small cap stocks seems to have been the subject of a few paid promotions or investor relations types of activities. So will all three of these marijuana or hemp stocks keep producing highs or lows for investors and traders alike? Here is a quick reality check:

Best Recreation Stocks For 2014: Callaway Golf Co (ELY)

Callaway Golf Company, incorporated on May 7, 1999, together with its subsidiaries, designs, manufactures and sells golf clubs (drivers, fairway woods, hybrids, irons, wedges and putters) and golf balls, and also sells golf accessories (such as golf bags, golf gloves, headwear, towels, umbrellas and travel gear) under the Callaway Golf and Odyssey brand names. The Company sells pre-owned golf products through its Website, www.callawaygolfpreowned.com. In addition, it sells Callaway Golf and Odyssey products direct to consumers online through its Websites shop.callawaygolf.com and www.odysseygolf.com. The Company also licenses its trademarks and service marks in exchange for a royalty fee to third parties for use on golf related accessories, including apparel, footwear, eyewear, rangefinders and practice aids. Its products are sold in the United States and in approximately 100 countries around the world.

The Company designs, manufactures and sells golf clubs and golf balls, and designs and sells golf accessories. The Company�� products are designed for golfers of all skill levels, both amateur and professional. The Company�� principal products include Drivers, Fairway Woods and Hybrids; Irons; Putters; Golf Balls, and Accessories, Softgoods and Other. Drivers, Fairway Woods and Hybrids product category includes sales of the Company�� drivers, fairway woods and hybrid products, which are sold under the Callaway Golf brand. Irons include sales of the Company�� irons and wedges, which are sold under the Callaway Golf brand. Putters include sales of the Company�� putters, which are sold under the Odyssey brand. Golf Balls includes sales of the Company�� golf balls, which are sold under the Callaway Golf and Strata brands. Accessories, Softgoods and Other includes sales of golf bags, golf gloves, golf footwear, rangefinders, golf apparel, packaged club sets, headwear, towels, umbrellas, eyewear and other accessories, as well as sales of pre-owned products through www.callawaygolfpre! owned.com. Additionally, this product category includes royalties from licensing of the Company�� trademarks and service marks on products such as golf apparel, golf footwear, rangefinders and practice aids.

The Company competes with TaylorMade, Ping, Acushnet, Puma, SRI Sports Limited, Mizuno, Bridgestone, and Nike.

Advisors' Opinion:
  • [By Jeff Reeves]

    Callaway Golf (ELY) is the ultimate consumer discretionary play, since its drivers and golf bags are hardly something people splurge on when times are tough. However, consumer spending continues to improve and the hopes of a decent Christmas shopping season and strong 2014 could bode well for Callaway.

  • [By Peter Graham]

    The Q3 2014 earnings report for small cap golf stock Callaway Golf Co (NYSE: ELY), a potential peer of sporting goods or sporting equipment stocks like Toronto listed�Performance Sports Group Ltd (NYSE: PSG) and Johnson Outdoors Inc (NASDAQ: JOUT), is scheduled for after the market closes on Thursday (October 23rd). Aside from the Callaway Golf earnings report, it should be said that Performance Sports Group Ltd reported Q1 2015 on October 9th (revenues were up 28% to $197.1 million) while the estimated release date for the Q4 2014 Johnson Outdoors Inc earnings report is�October 31st. However, Callaway Golf is the last publicly traded�pure play golf equipment stock�giving investors direct exposure to the game���especially since Dicks Sporting Goods Inc (NYSE: DKS)�recently took a $20.4 million pretax golf restructuring charge and plans to focus more attention on other sports.

  • [By Lauren Pollock]

    Callaway Golf Co.'s(ELY) third-quarter loss narrowed significantly as the golf equipment maker reported a jump in sales and sharp increase in gross margins. Results for the period easily topped Wall Street’s expectations, sending shares up.

Best Recreation Stocks For 2014: Digital Cinema Destinations Corp (DCIN)

Digital Cinema Destinations Corp., incorporated on July 29, 2010, operates eight theatres and 73 screens located in Westfield, New Jersey (Rialto), Cranford, New Jersey (Cranford), Bloomfield, Connecticut (the Bloomfield 8) and five theatres located in central Pennsylvania (Cinema Centers). During the fiscal year ended June 30, 2012 (fiscal 2012), the Company operates eight theatres, two in New Jersey, with a total of 11 screens, one in Connecticut, with a total of 8 screens and five in central Pennsylvania, with a total of 54 screens. In March 2014, the Company announced that it has completed the acquisition of a seven screen theater in Churchville, MD from Flagship Cinemas.

The Rialto is a six-screen theatre located in downtown Westfield, New Jersey, which has a population of approximately 30,000 people. The Bloomfield 8 is an eight-screen theatre located at the Wintonbury Mall in the town of Bloomfield, Connecticut, which is a New England town of over 20,000 people that is home to many sites that are on the National Register of Historic Places and is approximately 5.5 miles from downtown Hartford, Connecticut. Cinema Centers consists of a chain of five theatres with 54 screens located throughout central Pennsylvania. All of the Cinema Centers theatres are in free zones. The 11-screen Cinema Center of Bloomsburg theatre is located in Bloomsburg, Pennsylvania. Bloomsburg, a college town of approximately 13,000 people, is located midway between Wilkes Barre and Williamsport, Pennsylvania. The 12-screen Cinema Center of Camp Hill theatre is located in Camp Hill, Pennsylvania, just outside of Harrisburg, Pennsylvania. Harrisburg is the state capital of Pennsylvania with a population of approximately 50,000 people.

The 10-screen Cinema Center at Fairgrounds Square Mall is located in Reading, Pennsylvania. The Company�� Cinema Centers, had one digital projector, RealD 3D enabled. The 12-screen Cinema Center at Selinsgrove is located in Selinsgove, Pennsylvania. Selinsgrove is ! a historic town located on the Susquehanna River with a population of approximately 27,000 people located within five miles of the theatre. The nine-screen Cinema Center of Williamsport is located in Williamsport, Pennsylvania.

The Company competes with Regal Entertainment Group, AMC Entertainment Inc., Clearview and Cinemark USA, Inc.

Advisors' Opinion:
  • [By Erin McCarthy]

    Carmike Cinemas Inc.(CKEC), the nation’s fourth-largest movie theater chain, said Thursday it is acquiring Digital Cinema Destinations Corp.(DCIN), a smaller rival that does business as Digiplex.

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