Best Transportation Stocks For 2014

The Federal Aviation Administration released a statement Friday outlining a proposal to fine Boeing (NYSE: BA  ) $2.75 million for the airplane manufacturer's alleged failure to maintain its quality control systems.

The root of the dispute stems to September 2008, when Boeing revealed that its 777 fastener components didn't conform to the FAA's standards. From October onward, Boeing and the FAA began a back-and-forth investigation correspondence. The FAA alleges that Boeing continually submitted action plans but failed to follow through by agreed-upon deadlines. Only in November 2010 did the company fully address the issue.

"Safety is our top priority, and a robust quality control system is a vital part of maintaining the world's safest air transportation system," said U.S. Transportation Secretary Anthony Foxx in a statement. "Airplane manufacturers must take prompt and thorough steps to correct safety and compliance problems once they become aware of them."

Top 5 Information Technology Companies For 2015: Canadian Pacific Railway Limited(CP)

Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.

Advisors' Opinion:

• [By Eric Lam]

  BCE Inc. (BCE) dropped 1.3 percent to a February low, after Macquarie Group Ltd. said that phone shares are vulnerable amid increased regulation. Canadian Pacific Railway Ltd. (CP) lost 4.4 percent to extend losses to a fourth day after its largest shareholder said it will sell part of its stake. WestJet Airlines Ltd. slid 2.3 percent after a measure of customers on its flights declined. A gauge of real estate investment trust fell for a seventh day, the longest streak in three years.

Best Transportation Stocks For 2014: YRC Worldwide Inc.(YRCW)

YRC Worldwide Inc., through its subsidiaries, provides various transportation services worldwide. The company?s YRC National Transportation unit offers a range of services for the transportation of industrial, commercial, and retail goods, such as apparel, appliances, automotive parts, chemicals, food, furniture, glass, machinery, metal, metal products, non-bulk petroleum products, rubber, textiles, wood, and other manufactured products. It serves manufacturing, wholesale, retail, and government customers. As of December 31, 2009, it had 11704 owned tractors, 1239 leased tractors, 50083 owned trailers, and 3244 leased trailers. Its YRC Regional Transportation unit?s service portfolio includes regional delivery, which comprises next-day local area delivery and second-day services, consolidation/distribution services, protect-from-freezing and hazardous materials handling, and various specialized offerings; expedited delivery, that comprises day-definite, hour-definite, and time definite capabilities; inter-regional delivery; cross-border delivery; and operation of my.yrcregional.com and NewPenn.com, which are e-commerce Websites offering online resources to manage transportation activity. The company?s YRC Logistics units? service portfolio consists of distribution services that include flow through and pool distribution, dedicated warehousing, and value-added services; global services, which comprise international freight forwarding, customs brokerage, and value-added services; and transportation services, such as truckload brokerage, domestic freight forwarding, and transportation management. Its YRC Truckload unit provides customized truckload services on regional and national level through the use of company and team-based drivers. The company was founded in 1924 and is headquartered in Overland Park, Kansas.

Advisors' Opinion:

• [By Lauren Pollock]

  Among the companies with shares expected to actively trade in Tuesday’s session are Delta Air Lines Inc.(DAL), NuPathe Inc.(PATH) and YRC Worldwide Inc.(YRCW)

• [By John Udovich]

  Despite what can best be described as a�soft economy, small cap trucking stocks YRC Worldwide, Inc (NASDAQ: YRCW), Arkansas Best Corporation (NASDAQ: ABFS), Frozen Food Express Industries, Inc (NASDAQ: FFEX), Saia Inc (NASDAQ: SAIA) and USA Truck, Inc (NASDAQ: USAK) have been trucking some pretty impressive returns since the start of the year. In fact, these small cap trucking stocks are up anywhere from 72% to 150% or so since the start of the year despite the slow economy. Certainly trucking stocks provide a good indicator of how the economy is doing, but might investors be�jumping the gun by pushing up these trucking stocks?

• [By Dan Caplinger]

  But one reason why trucking stocks have done so well is that investors are starting to see the potential for consolidation in the industry. Long-beleaguered YRC Worldwide (NASDAQ: YRCW  ) apparently made an offer to buy out peer Arkansas Best (NASDAQ: ABFS  ) in May, and although Arkansas Best rebuffed the bid, it still points to the efficiency gains that smaller trucking and logistics companies could gain from combining forces.

• [By Lisa Levin]

  YRC Worldwide (NASDAQ: YRCW) shares climbed 19.05% to $17.82. The volume of YRC Worldwide shares traded was 340% higher than normal. YRC Worldwide reached an agreement to cut debt by $300 million.

Best Transportation Stocks For 2014: Southcross Energy Partners LP (SXE)

Southcross Energy Partners, L.P., incorporated on April 12, 2004, is a limited partnership. The Company owns, operates, develops and acquires midstream energy assets. The Company provides natural gas gathering, processing, treating, compression and transportation services and natural gas liquid (NGL) fractionation services to its producer customers, under fixed-fee and fixed-spread contracts, and it also sources, purchases, transports and sells natural gas and NGLs to its power generation, industrial and utility customers. Its assets are located in South Texas, Mississippi and Alabama. During the year ended December 31, 2011, its South Texas assets, which consist of approximately 1,445 miles of pipeline and two processing plants and accounted for approximately 77% of its revenues. Its Mississippi and Alabama assets, which consist of approximately 626 and 519 miles of pipeline, respectively, provide transportation of natural gas to its power generation, industrial and utility customers, as well as to unaffiliated interstate pipelines. The assets in its South Texas region are located between Houston and Freer. These assets consist of approximately 1,445 miles of pipeline ranging in diameter from 2 inches to 20 inches. In March 2014, the Company acquired natural gas pipelines near Corpus Christi, Texas along with contracts related to those pipelines.

South Texas

The assets in the Company�� South Texas region are located between Houston and Freer, a city, which is located approximately 50 miles west of Corpus Christi. These assets consist of approximately 1,445 miles of pipeline ranging in diameter from 2 inches to 20 inches with an estimated design capacity of 590 million cubic feet per day. Its South Texas region also includes 29 compressors with total compression of approximately 35,000 horsepower, two processing plants with total processing capacity of 185 million cubic feet per day and contracted third-party processing capacity of 83 million cubic feet per day, two treatin! g plants and one fractionator. During 2011, the systems in this region had an average throughput of 379 million cubic feet per day, including the processing plants, which processed an average of 75 million cubic feet per day in that period. It divides its South Texas region into four asset systems Vanderbilt and Gulf Coast gathering systems, which it refers to collectively as the Gulf Coast system; CCNG Transmission, which refer to as the CCNG system; Gregory gathering system, Gregory processing plant and Gregory fractionation plant, and Conroe gathering system and Conroe processing plant.

The pipelines in its South Texas segment are connected to multiple producing fields, including the Eagle Ford shale area. In addition to tie-ins to its two processing plants, its gathering systems are also connected to two processing plants owned by third parties and to a range of intrastate and interstate pipelines.

The Gulf Coast system is located throughout 13 counties in South Texas, including parts of the Eagle Ford shale area, and consists of two pipeline systems. The Gulf Coast system includes approximately 743 miles of pipeline ranging from 2 inches to 20 inches in diameter with an estimated design capacity of 205 million cubic feet per day. The system also includes seven compressors with compression of approximately 7,136 horsepower on a combined basis. During 2011, this system had an average throughput of approximately 114 million cubic feet per day.

The Gulf Coast system acquires natural gas from over 100 producers at prices that are at a fixed discount to the Houston Ship Channel Index price. The gas is delivered to third-party processing plants, including the Formosa processing plant located in Point Comfort, Texas and the Hilcorp processing plant located in Old Ocean, Texas. In the case of the Hilcorp processing plant, its customers pay it gathering fees to transport approximately 25 million cubic feet per day from their wells to this processing plant. Its producer ! customers! on the Gulf Coast system range from small independent exploration and production companies to producers, such as Chesapeake Energy and Devon Energy.

The CCNG system is located in the Eagle Ford shale area and consists of over 417 miles of transmission and gathering pipeline ranging from 2 inches to 20 inches in diameter. The system also includes one compressor with total compression of approximately 1,260 horsepower. During 2011, the system had an average throughput of 190 million cubic feet per day. Natural gas is supplied to this system from approximately 35 field receipt points, treating plants and third party gathering systems and pipelines, including Texas Eastern, Kinder Morgan and Conoco Lobo. Producers who supply or transport natural gas on the CCNG system include Swift Energy, EOG, Exxon, Comstock and Apache. Liquids-rich gas can be transported from the western end of the system to its Woodsboro and Gregory processing plants. Dry gas is brought into the dry gas portions of the system along with residue gas from the outlets of its processing plants. Gas in the system is purchased and sold, under fixed-spread arrangements, as well as transported on behalf of shippers. The CCNG system sells its dry natural gas in the industrial market around the city of Corpus Christi. A portion of the throughput on its CCNG system is processed at its Gregory processing plant or at the Formosa processing plant located in Point Comfort, Texas.

The Gregory gathering system is located near Corpus Christi, Texas and consists of approximately 266 miles of pipeline ranging from 4 inches to 18 inches in diameter. The system also includes one compressor. Its Gregory processing plant is a cryogenic natural gas plant comprised of two units collectively having a total capacity of 135 million cubic feet per day. Its Gregory processing plant processes natural gas from the Gregory gathering system, as well as gas originating in its CCNG System.

Produced NGLs are fractionated in the Compan! y�� fra! ctionator located on the same site as the Company�� Gregory processing plant. Purity ethane is shipped through pipeline to Dow Chemical while remaining NGLs are shipped through truck to local markets, which yield a premium to available pipeline rates. All of its customers on the Gregory gathering system pay a flat fee for natural gas to be gathered in the system and processed at the Gregory processing plant. Its Conroe processing plant is a 50 million cubic feet per day cryogenic natural gas plant. The plant recovers approximately 65% of the ethane contained in the inlet natural gas, depending on loads and temperatures.

Mississippi

The assets in the Company�� Mississippi region are located in the southern half of the state and comprise the intrastate pipeline system in Mississippi. The Mississippi assets consist of approximately 626 miles of pipeline ranging in diameter from 2 inches to 20 inches. The Mississippi system also includes two compressors. During 2011, the system had an average throughput of 86 million cubic feet per day. It generates revenues from its Mississippi assets by charging fixed transportation fees to shippers and by entering into fixed-spread contracts with suppliers and power generation, industrial and utility customers. During 2011, fixed-fee transportation contracts comprised 34.8% of the volumes it transported on its Mississippi system and fixed-spread contracts comprised the remaining 65.2% of its volumes.

Alabama

The assets in the Company�� Alabama region are located in northwest and central Alabama and consist of 519 miles of natural gas gathering pipeline ranging from 2 inches to 16 inches in diameter. The Alabama system also includes 22 compressors with total compression of approximately 24,537 horsepower. The system has an estimated design capacity of 375 million cubic feet per day. The gas supply to the system is coalbed methane gas from the Black Warrior Basin with incremental volumes gathered from conventional ! gas wells! . It gathers, transports, compresses, purchases and sells natural gas in Alabama and offers both intrastate transportation and interstate transportation services. During 2011, 81% of the volumes on its Alabama system were transported pursuant to fixed-fee transportation contracts and 19% of the volumes on the system were purchased from producers and then transported and sold to power generation, industrial and utility customers pursuant to fixed-spread contracts.

The Company competes with Copano Energy, L.L.C., Energy Transfer Partners, L.P., Enterprise Products Partners LP and Kinder Morgan Energy Partners LP.

Advisors' Opinion:

• [By Lisa Levin]

  Southcross Energy Partners LP (NYSE: SXE) shares rose 11.05% to $20.61. The volume of Southcross Energy shares traded was 624% higher than normal. Southcross Energy and TexStar Midstream Services announced a combination agreement.

Best Transportation Stocks For 2014: Nordic American Tanker Ltd (NAT)

Nordic American Tankers Limited is an international tanker company. As of December 31, 2011, the Company owned 20 Suezmax tankers. The Company�� vessels include Nordic Harrier, Nordic Hawk, Nordic Hunter, Nordic Voyager, Nordic Freedom, Nordic Fighter, Nordic Discovery, Nordic Saturn, Nordic Jupiter, Nordic Apollo and Nordic Moon. Its vessels also include Nordic Cosmos, Nordic Sprite, Nordic Grace, Nordic Mistral, Nordic Passat, Nordic Vega, Nordic Breeze, Nordic Aurora and Nordic Zenith. In September 2011, the Company acquired the vessel, Nordic Aurora. It chartered all of its vessels in the spot market pursuant to a cooperative arrangement with Gemini Tankers LLC until November 24, 2011. In November 2011, the Orion Tankers pool was established with Orion Tankers Ltd. as pool manager and its vessels were transferred from the Gemini Tankers LLC arrangement to the Orion Tankers pool. On December 17, 2012, the Company acquired 100% interest in Scandic American Shipping Ltd. Advisors' Opinion:

• [By Jake L'Ecuyer]

  Nordic American Tankers (NASDAQ: NAT) was also up, gaining 10.05 percent to $8.87 after the Dow Jones Global Shipping Index showed strength throughout the session on Wednesday.

• [By Eric Volkman]

  Nordic American Tankers (NYSE: NAT  ) is presenting a calm sea to its stockholders by keeping its upcoming dividend level with the previous payout. The company has declared a distribution of $0.16 per share of its common stock for its Q1, which its expects to hand out "on or about" May 14. It expects that the record date will be April 30.

• [By Roberto Pedone]

  Another shipping player that's starting to trend within range of triggering a near-term breakout trade is Nordic American Tankers (NAT), an international tanker company that owns approximately 20 modern double-hull Suezmax tankers, including four newbuilding vessels. This stock is off to a slow start in 2013, with shares off by 7.7%.

  If you take a look at the chart for Nordic American Tankers, you'll notice that this stock has been downtrending badly for the last month and change, with shares dropping from its high of $10.31 to its recent low of $7.65 a share. During that downtrend, shares of NAT have been consistently making lower highs and lower lows, which is bearish technical price action. That said, shares of NAT have just started to bounce higher off that $7.65 low and it's quickly moving within range of triggering a near-term breakout trade. This bounce could be signaling that the downside volatility for NAT is over at least in the near-term.

  Market players should now look for long-biased trades in NAT if it manages to break out above its 50-day moving average at $8.50 and then once it takes out its 200-day moving average at $8.63 a share with high volume. Look for a sustained move or close above those levels with volume that registers near or above its three-month average volume of 1.01 million shares. If that breakout triggers soon, then NAT will set up to re-test or possibly take out its next major overhead resistance levels at $9.89 to $10.31 a share.

  Traders can look to buy NAT off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support at $7.65 a share. One can also buy NAT off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

• [By Jake L'Ecuyer]

  Equities Trading DOWN
  Shares of Nordic American Tankers (NYSE: NAT) were down 10.08 percent to $7.98 after the company announced the pricing of follow-on offering.

Best Transportation Stocks For 2014: Western Refining Logistics LP (WNRL)

Western Refining Logistics, LP, incorporated on July 17, 2013, owns, operates, develops, and acquires terminals, storage tanks, pipelines, and other logistics assets. As of December 31, 2012, the Company�� assets includes pipeline and gathering assets and terminalling, transportation, and storage assets in the Southwestern portion of the United States, which included approximately 300 miles of pipelines and approximately 7.9 million barrels of active storage capacity, as well as other assets. The Company's assets are integral to the operations of Western�� refineries located in El Paso, Texas, and near Gallup, New Mexico.

As of December 31, 2012, the Company owns and operates two refineries, in El Paso, Texas and Gallup, New Mexico, with a total crude oil throughput capacity of 153,000 barrels per day (bpd). The Company does not take ownership of the hydrocarbons or products (other than certain additives) that it handles or engages in the trading of any commodities.

Advisors' Opinion:

• [By Robert Rapier]

  Western Refining Logistics (NYSE: WNRL) debuted on Oct. 10. The partnership was formed by Western Refining (NYSE: WNR) to own, operate, develop and acquire terminals, storage tanks, pipelines, and other logistics assets. WNRL’s assets include 300 miles of crude oil pipelines, gathering systems, and 566,000 barrels of crude oil storage located primarily in the Permian Basin. Most of its revenue is expected to be derived from two 10-year, fee-based agreements with Western Refining.

• [By Aimee Duffy]

  It;s been a very robust year for master limited partnership IPOs to say the least. On Thursday, Western Refining (NYSE: WNR  ) successfully spun off its midstream logistics MLP, Western Refining Logistics (NYSE: WNRL  ) . The partnership became the 14th MLP to make its debut this year.

Hot Shipping Companies For 2014

A few months ago, Ivor Braka called me to ask if he could visit my office. Ivor is the older brother of a high school friend I haven't seen or heard from for many years. Ivor's family for many generations had been unusually successful in a variety of businesses. As a result, his family has become among the most prominent in the small, middle class, Jersey Shore, beach town where I grew up. Although I could not recall having spoken to Ivor since 1961, when I graduated from Asbury Park High School, I invited him to lunch.

When Ivor visited, we spoke principally about his family's business interests. Under his entrepreneurial leadership, the value of his family's assets had grown materially. The assets for which he is now responsible comprise interests in real estate in New York and other gateway cities around the world; international banking; and, most recently, shipping. I asked him about his staff of advisors and how he achieved the expertise I believed was necessary to invest in such a diversified group of businesses. "Like you, I invest in people," he began. "I invest with people in whose skills I am confident and whom I know well. In most cases, we also knew their grandparents well. If I am uncomfortable with a potential partner's grandparents' ethics, integrity and character, we don't invest," this successful entrepreneur told me.

Best Communications Equipment Companies To Own For 2015: EnteroMedics Inc.(ETRM)

EnteroMedics Inc., a clinical development stage medical device company, focuses on the design and development of devices that use neuroblocking technology to treat obesity and associated co-morbidities, and other gastrointestinal disorders. The company?s proprietary neuroblocking technology is designed to intermittently block the vagus nerve using electrical impulses. Its product under development is the Maestro System, which is used to limit the expansion of the stomach, control hunger sensations between meals, reduce the frequency and intensity of stomach contractions, and produce a feeling of early and prolonged fullness. The company intends to market its products to potential referral source clinicians, including general practitioners, internists, endocrinologists, and nurses. It has collaboration agreement with Mayo Clinic and Australian Institute of Weight Control. The company was formerly known as Beta Medical, Inc. and changed its name to EnteroMedics Inc. in 2003 . EnteroMedics Inc. was founded in 2002 and is headquartered in St. Paul, Minnesota.

Advisors' Opinion:

• [By John Udovich]

  Orexigen Therapeutics, Inc (NASDAQ: OREX), like Arena Pharmaceuticals, Inc (NASDAQ: ARNA), EnteroMedics Inc (NASDAQ: ETRM) and VIVUS, Inc (NASDAQ: VVUS), is a speculative small cap obesity drug stock that has the potential for coming up with the next big thing in the treatment of obesity that is increasingly a global problems. I should mention that we have recently added Orexigen Therapeutics to our SmallCap Network Elite Opportunity (SCN EO) portfolio as an extremely speculative biotech bet because its�lead obesity drug candidate has the potential to be�approved by September 11th of this year.

• [By John Udovich]

  On Tuesday, small cap EnteroMedics Inc (NASDAQ: ETRM) soared 63.5% after reporting new clinical trial data for its Maestro system that is designed to control obesity, meaning it might be time to take a closer look at the stock along with the performance of other small cap obesity drug or treatment players like Arena Pharmaceuticals, Inc (NASDAQ: ARNA), Orexigen Therapeutics, Inc (NASDAQ: OREX) and VIVUS, Inc (NASDAQ: VVUS).

• [By Roberto Pedone]

  One under-$10 health care player that's starting to trend within range of triggering a big breakout trade is EnteroMedics (ETRM), which is engaged in design and development of devices that use neuroblocking technology to treat obesity, its associated co-morbidities and other gastrointestinal disorders. This stock has been hit hard by the sellers so far in 2013, with shares off sharply by 59%.

  If you take a look at the chart for EnteroMedics, you'll notice that this stock recently formed a double bottom chart pattern $1 to $1.01 a share. Following that bottom, shares of ETRM have started to rip higher and trend back above its 50-day moving average at $1.08 a share with strong upside volume flows. This move is quickly pushing ETRM within range of triggering a big near-term breakout trade.

  Traders should now look for long-biased trades in ETRM if it manages to break out above some near-term overhead resistances levels at $1.14 to $1.19 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 584,986 shares. If that breakout triggers soon, then ETRM will set up to re-test or possibly take out its next major overhead resistance levels at $1.37 to $1.47 a share. Any high-volume move above those levels will then give ETRM a chance to re-fill some of its previous gap down zone from February that started above $3 a share.

  Traders can look to buy ETRM off weakness to anticipate that breakout and simply use a stop that sits right below its 50-day moving average of $1.08 a share, or below more key near-term support at $1 a share. One can also buy ETRM off strength once it takes out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Hot Shipping Companies For 2014: PDI Inc.(PDII)

PDI, Inc. provides outsourced promotional services to various companies in the pharmaceutical, biotechnology, and healthcare industries in the United States. The company?s services offer customers a range of both personal and non-personal promotional options for the commercialization of their products throughout the product lifecycles, from development through maturity. It operates in three segments: Sales Services, Marketing Services, and Product Commercialization Services. The Sales Services segment focuses primarily on product detailing, which includes a sales representative meeting face-to-face with targeted physicians and other healthcare decision makers to provide a technical review of the product being promoted; and offers a portfolio of expanded sales services consisting of talent acquisition services, short-term teams, and vacancy coverage services. The Marketing Services segment is involved in the creation, design, and implementation of interactive digital commu nications programs to the healthcare community through the Internet, multimedia, tablet PCs, mobile devices, and dimensional direct mail, as well as DIAGRAM, a proprietary software to deliver non-personal selling solutions via interactive communications exchanges that accommodate the schedules of healthcare providers. This segment also engages in the creation of teledetailing programs executed via tele-representatives. The Product Commercialization Services segment provides product commercialization solutions, including product detailing, full supply chain management, operations, sales, marketing, compliance, and regulatory/medical management to pharmaceutical, biotechnology, medical device, and diagnostics clients. The company was founded in 1988 and is headquartered in Parsippany, New Jersey.

Advisors' Opinion:

• [By CRWE]

  PDI, Inc. (Nasdaq:PDII) reported the signing of a contract with a new customer to provide promotional services across PDI’s multiple communications channels that will target primary care physicians.

Hot Shipping Companies For 2014: Mercury Computer Systems(MRCY)

Mercury Computer Systems, Inc. designs, manufactures, and markets high-performance embedded, real-time digital signal and image processing systems and software for specialized defense and commercial computing markets. The company operates in two segments, Advanced Computing Solutions (ACS) and Mercury Federal Systems (MFS). The ACS segment provides high-performance computing solutions, such as single board computers, digital signal processors, and integrated subsystems to the aerospace and defense, semiconductor, and commercial computing markets. This segment also provides microwave sub-assemblies to address needs in EW, SIGINT, ELINT, and high bandwidth communications subsystems; and software and customized design services for military and commercial applications. The MFS segment focuses on services and support work with the Department of Defense and federal intelligence and homeland security agencies, including designing and engineering intelligence, surveillance, and re connaissance (ISR) capabilities to address threats to the U.S. forces. It offers a range of engineering architecture and design services that enable clients to deploy computing capabilities for ISR systems on an accelerated time cycle. The company has operations in the United States, Europe, and the Asia Pacific. The company was founded in 1981 and is headquartered in Chelmsford, Massachusetts.

Advisors' Opinion:

• [By CRWE]

  Mercury Computer Systems, Inc. (Nasdaq:MRCY), a best-of-breed provider of commercially developed, open sensor and Big Data processing systems for critical commercial, defense and intelligence applications, reported it had received a $2.2M purchase order relating to an airborne radar application for fighter aircraft.

Hot Shipping Companies For 2014: Philip Morris International Inc(PM)

Philip Morris International Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States. Its international product brand line comprises Marlboro, Merit, Parliament, Virginia Slims, L&M, Chesterfield, Bond Street, Lark, Muratti, Next, Philip Morris, and Red & White. The company also offers its products under the A Mild, Dji Sam Soe, and A Hijau in Indonesia; Diana in Italy; Optima and Apollo-Soyuz in the Russian Federation; Morven Gold in Pakistan; Boston in Colombia; Belmont, Canadian Classics, and Number 7 in Canada; Best and Classic in Serbia; f6 in Germany; Delicados in Mexico; Assos in Greece; and Petra in the Czech Republic and Slovakia. It operates primarily in the European Union, Eastern Europe, the Middle East, Africa, Asia, Canada, and Latin America. The company is based in New York, New York.

Advisors' Opinion:

• [By Aaron Smith]

  The stock price for Reynolds American (RAI), parent company of R.J. Reynolds Tobacco Co., fell about 3%. Other Big Tobacco stocks followed suit, with shares of Altria Group (MO) slipping about 2%. Philip Morris (PM) falling about 1% and Lorillard (LO) dropping nearly 3%.

• [By Ted Cooper]

  Philip Morris International (NYSE: PM  ) returned 146% in stock price increases and dividends over the last five years. That's an average of nearly 30% per year. Clearly, investors who owned Philip Morris for any significant length of time during the last five years made out pretty well. Unfortunately, two new developments have emerged to make future returns less certain. All Philip Morris investors need to know about these two things before deciding whether to hold or sell their stock.

• [By WALLSTCHEATSHEET]

  There are definitely concerns for Phillip Morris, which include decreased market share in many areas and poor debt management. However, up until this point, Phillip Morris has done a good job rewarding its shareholders. While history usually repeats itself, that�� not necessarily an all-positive in this case. Phillip Morris didn�� hold up well in 2008/early 2009. If a similar environment were to present itself again, then Phillip Morris wouldn�� be a top option ��regardless of the impressive yield. In the meantime, Phillip Morris is an OUTPERFORM.

Hot Shipping Companies For 2014: Textron Inc.(TXT)

Textron Inc. operates in the aircraft, defense, automobile, industrial, and finance businesses worldwide. It operates in five segments: Cessna, Bell, Textron Systems, Industrial, and Finance. The Cessna segment manufactures business jets, single engine turboprops, and single engine piston aircraft, as well as provides aftermarket services. The Bell segment manufactures and supplies military and commercial helicopters, tiltrotor aircraft, and related spare parts and services. The Textron Systems segment produces armored security vehicles, marine craft, precision weapons, airborne and ground-based surveillance systems and services, the unmanned aircraft system, training and simulation systems and countersniper devices, and intelligence and situational awareness software. The Industrial segment offers blow-molded plastic fuel systems, windshield and headlamp washer systems, engine camshafts, plastic bottles, and containers; powered equipment, electrical test and measurement i nstruments, hand and hydraulic powered tools, and electrical and fiber optic assemblies principally used in the electrical construction and maintenance, plumbing, wiring, telecommunications, and data communications industries; and golf cars, professional turf-maintenance equipment, and off-road, multipurpose utility, and specialized turf-care vehicles that are marketed to golf courses, resort communities, municipalities, sporting venues, and commercial and industrial users. The Finance segment provides finance for aircraft, helicopters, and golf and turf-care equipment. The company sells its products through a network of sales representatives, distributors, and authorized independent sales representatives, as well as directly to end users, home improvement retailers, and original equipment manufacturers. Textron Inc. was founded in 1923 and is headquartered in Providence, the Rhode Island.

Advisors' Opinion:

• [By Ben Levisohn]

  Textron (TXT) rose 19% to $37.29 this week after it agreed to buy Beechcraft for $1.4 billion. Allergan (AGN) advanced 12% to $107.73 after Restatis was protected from generic competition, and�Vertex Pharmaceuticals�(VRTX) finished up� 10% at $71.83 after a clinical study didn’t show what the biotech company had hoped it would but left open the possibility of future success. 3M (MMM) jumped 8.1% to $136.72 after increasing its dividend, share buyback and guidance–and it was upgraded by JPMorgan to boot.

• [By Dividends4Life]

  Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description: 1. Avg. High Yield Price 2. 20-Year DCF Price 3. Avg. P/E Price 4. Graham Number GD is trading at a premium to all four valuations above. The stock is trading at a 49.9% premium to its calculated fair value of $71.45. GD did not earn any Stars in this section. Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description: 1. Free Cash Flow Payout 2. Debt To Total Capital 3. Key Metrics 4. Dividend Growth Rate 5. Years of Div. Growth 6. Rolling 4-yr Div. > 15% GD earned two Stars in this section for 1.) and 2.) above. A Star was earned since the Free Cash Flow payout ratio was less than 60% and there were no negative Free Cash Flows over the last 10 years. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. The company has paid a cash dividend to shareholders every year since 1979 and has increased its dividend payments for 23 consecutive years. Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA (20-year Treasury bond). Two items are considered in this section, see page 2 of the linked PDF for a detailed description: 1. NPV MMA Diff. 2. Years to > MMA The NPV MMA Diff. of the $741 is below the $1,200 target I look for in a stock that has increased dividends as long as GD has. If GD grows its dividend at 10.0% per year, it will take 6 years to equal a MMA yielding an estimated 20-year average rate of 3.68%. Memberships and Peers: GD is a member of the S&P 500 and a member of the Broad Dividend Achievers��Index. The

• [By Rich Smith]

  Bell Helicopter Textron (NYSE: TXT  ) landed a sizable Pentagon contract in support of two U.S. allies Tuesday.

  Specifically, Textron was awarded a foreign military sales contract worth up to $85.4 million to provide engineering and support services to the governments of Iraq and Taiwan. The Pentagon's announcement of Tuesday's award was short on specifics. However, it is known that Iraq operates a fleet of at least 30 Bell 407 helicopters -- a civilian-grade utility helicopter often used for air ambulance, law enforcement, and also transport work.

Hot Shipping Companies For 2014: Fluor Corporation(FLR)

Fluor Corporation, through its subsidiaries, provides engineering, procurement, construction, maintenance, and project management services worldwide. Its Oil & Gas segment offers design, engineering, procurement, construction, and project management services to upstream oil and gas production, downstream refining, chemicals, and petrochemicals industries. This segment also provides consulting services comprising feasibility studies, process assessment, and project finance structuring and studies. The company?s Industrial & Infrastructure segment offers design, engineering, procurement, and construction services to the transportation, wind power, mining and metals, life sciences, manufacturing, commercial and institutional, telecommunications, microelectronics, and healthcare sectors. Its Government segment provides engineering, construction, logistics support, contingency response, management, and operations services to the United States government focusing on the Departme nt of Energy, the Department of Homeland Security, and the Department of Defense. The company?s Global Services segment offers operations and maintenance, small capital project engineering and execution, site equipment and tool services, industrial fleet services, plant turnaround services, temporary staffing services, and supply chain solutions. Its Power segment provides engineering, procurement, construction, program management, start-up and commissioning, and operations and maintenance services to the gas fueled, solid fueled, plant betterment, renewables, nuclear, and power services markets. The company also offers unionized management and construction services in the United States and Canada. Fluor Corporation was founded in 1912 and is headquartered in Irving, Texas.

Advisors' Opinion:

• [By CRWE]

  Fluor Corporation�� (NYSE:FLR) Chairman and Chief Executive Officer, David Seaton, and Chief Financial Officer, Biggs Porter, will give a presentation to investors at the Credit Suisse 2012 Engineering & Construction Conference in New York on Thursday, June 7 at 9:00 a.m. Eastern Daylight Time.

• [By The Energy Report]

  JH: One of the areas where the U.S. for decades has been the leading technological power is in small nuclear reactors. We've used them on our aircraft carriers and on our nuclear submarines safely and efficiently. The U.S. has an advantage in understanding small modular nuclear reactors. One of the companies that we have followed for a long time that's working on that is Babcock & Wilcox Co. (BWC). There's also Fluor Corp. (FLR), which is working on small modular nuclear reactors. President Obama and the Department of Energy are funding research on the implementation of small modular nuclear reactors.

• [By Ben Levisohn]

  URS Corp, which competes with the likes of Fluor (FLR), Jacobs Engineering (JEC) and Tetra Tech (TTEK), said it would earn between $3.20 and $3.30 a share in 2013–the previous range had been between $4.10 and $4.25 a share–and also offered guidance for 2014 that was well below analyst forecasts. On the plus side, URS said it would buy its shares back at a faster pace than previously announced.

Top 5 Penny Stocks To Watch Right Now

The selling in JC Penney (JCP) continued this morning–only to be reversed as bargain hunters pushed the stock higher.

AP

Susquehanna’s Christopher Jacobson looks to the options market for where shares of JC Penny could be headed:

…we revisit the option-implied probability exercise to see what May 2015 options in JCP can tell us about expected moves in the stock between now and then….despite the fact that shares are already down meaningfully, the options market continues to price in the potential for further meaningful downside. For example, the May options appear to price in roughly a ~25% probability that shares are trading below the $4 level by that time.

Belus Capital Advisors’ Brian Sozzi, meanwhile, offers a visual portrait of J.C. Penney’s identity crisis:

Unfortunately for JC Penney, its logo identity has gone missing right along with its free cash flow.� There is no consistency, rather an array of facelifts on display in the store that reflect failed attempts to revitalize a business that operates in a super competitive, low margin arena.� If a company�� logo is meant to connect a consumer to a brand�� promise…then JC Penney doesn�� deliver…

Best Beverage Companies To Invest In Right Now: PMC - Sierra Inc.(PMCS)

PMC-Sierra, Inc. engages in the design, development, marketing, and support of semiconductor solutions for the enterprise infrastructure and communications infrastructure markets. Its products include controllers based on Fibre Channel, Serial Attached SCSI, and Serial ATA that enable the development of external and server-attached storage systems; framers and mappers, which convert the data into a format for transmission in the network before the data is sent to the next destination; line interface units that transmit and receive signals over a physical medium, such as wire, cable, or fiber; and microprocessor-based system-on-chips, which perform the high-speed computations that help in identifying and controlling the flow of signals and data in various network equipment used in the communications, storage, and enterprise markets. The company also offers packet and cell processors that examine the contents of cells or packets, and perform various management and reporting functions; radio frequency transceivers, which transmit and receive broadband signals over the air; and serializers/deserializers that convert and multiplex traffic between slower speed parallel streams and higher speed serial streams. PMC-Sierra sells its products to end customers directly, as well as through distributors and independent manufacturers? representatives primarily in China, Asia, Japan, Taiwan, Europe, the United States, and the Middle East. The company was founded in 1983 and is based in Santa Clara, California.

Advisors' Opinion:

• [By CRWE]

  PMC (Nasdaq:PMCS), the semiconductor innovator transforming networks that connect, move and store big data, reported that the Company will present at the Citi 2012 Technology Conference on September 5, 2012, in New York, NY.

Top 5 Penny Stocks To Watch Right Now: China Recycling Energy Corporation(CREG)

China Recycling Energy Corporation provides energy saving and recycling products and services in the People's Republic of China. The company engages in the design, sale, installation, lease, and operation of top gas recovery turbine systems (TRT) and other renewable energy products. It also builds cement low temperature heat power generator (CHPG) and waste gas power generator (WGPG) systems. The company, through a joint venture, Inner Mongolia Erdos TCH Energy Saving Development Co., Ltd, with Erdos Metallurgy Co., Ltd., recycles waste heat from Erdos Metallurgy Co.?s metal refining plants to generate power and steam. China Recycling Energy Corporation offers its products and services to enterprises in the iron and steel, cement, coking, and metallurgy industries. The company was formerly known as China Digital Wireless, Inc. and changed its name to China Recycling Energy Corporation in March 2007. The company was founded in 2004 and is based in Xi An City, the People?s R epublic of China.

Advisors' Opinion:

• [By Roberto Pedone]

  Another stock that's starting to move within range of triggering a near-term breakout trade is China Recycling Energy (CREG), which engages in the recycling energy business, providing energy savings and recycling products and services. This stock is off to a strong start in 2013, with shares up a whopping 166%.

  If you take a look at the chart for China Recycling Energy, you'll notice that this stock recently formed a double bottom chart pattern at $1.67 to $1.66 a share. Following that bottom, shares of CREG have started to uptrend strong and move back above its 50-day moving average. That uptrend has now pushed shares of CREG within range of triggering a near-term breakout trade.

  Market players should now look for long-biased trades in CREG if it manages to break out above some near-term overhead resistance levels at $2.80 to $2.85 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 95,671 shares. If that breakout triggers soon, then CREG will set up to re-test or possibly take out its next major overhead resistance levels at $3.50 to $4 a share.

  Traders can look to buy CREG off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day moving average of $2.32 a share, or near more support at $2 a share. One can also buy CREG off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Top 5 Penny Stocks To Watch Right Now: Archer-Daniels-Midland Company(ADM)

Archer Daniels Midland Company procures, transports, stores, processes, and merchandises agricultural commodities and products in the United States and internationally. It operates in three segments: Oilseeds Processing, Corn Processing, and Agricultural Services. The Oilseeds Processing segment engages in originating, merchandising, crushing, and processing oilseeds, such as soybeans, cottonseed, sunflower seeds, canola, rapeseed, peanuts, flaxseed, and palm into vegetable oils and protein meals. This segment also produces edible soy protein products, including soy flour, soy grits, soy protein concentrates, soy isoflavones, and soy isolates that are used in processed meats, baked foods, nutritional products, snacks, and dairy and meat analogs. The Corn Processing segment involves in corn wet milling and dry milling activities; and produces alcohol, amino acids, and other specialty food and animal feed ingredients, as well as ethyl alcohol. This segment also produces citr ic and lactic acids, lactates, sorbitol, xanthan gum, and glycols that are used in various food and industrial products, as well as astaxanthin, a product used in aquaculture to enhance flesh coloration. The Agricultural Services segment buys, stores, cleans, and transports agricultural commodities, such as oilseeds, corn, wheat, milo, oats, rice, and barley, as well as resells these commodities as food and feed ingredients for the agricultural processing industry. This segment also processes and distributes edible beans, formula feeds, and animal health and nutrition products. In addition, the company engages in milling wheat, corn, and milo into flour, as well as produces bakery products and mixes, wheat starch, gluten, and cocoa products that are sold to the baking industry; and involves in financial activities related to private equity fund investments, and futures commission merchant activities. Archer Daniels Midland Company was founded in 1898 and is based in Decatur, Illinois.

Advisors' Opinion:

• [By Justin Loiseau]

  Agricultural and food processing company Archer Daniels Midland (NYSE: ADM  ) released a brief statement today confirming the potential sale of its cocoa business.

• [By Selena Maranjian]

  More than a handful of global natural resources companies�had strong performances over the past year. Archer Daniels Midland (NYSE: ADM  ) jumped 33%, with its last quarter featuring revenue slightly up, but earnings down, in part due to last year's droughts. The company remains a solid dividend payer, though, and is looking to expand in Asia via its purchase of GrainCorp, Australia's leading�agribusiness. ADM is considering selling its cocoa business, amid falling cocoa prices and shrinking margins.

• [By Ben Levisohn]

  Archer-Daniels-Midland (ADM) has dropped 0.2% to $45.70 after announcing that it would buy WILD Flavors for nearly $3 billion in cash.

  Bed Bath & Beyond (BBBY) has gained 0.9% to $59.89 as a big share repurchase trumped a BofA Merrill Lynch Underperform from Neutral.

Top 5 Penny Stocks To Watch Right Now: RAIT Financial Trust(RAS)

RAIT Financial Trust operates as a self-managed and self-advised real estate investment trust (REIT). The company, through its subsidiaries, invests in, manages, and services real estate-related assets with a focus on commercial real estate. It also offers a set of debt financing options to the commercial real estate industry along with fixed income trading and advisory services. In addition, RAIT Financial Trust owns and manages a portfolio of commercial real estate properties, and manages real estate-related assets for third parties. The company qualifies as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal income tax to the extent that it distributes at least 90% of its taxable income to its shareholders. RAIT Investment Trust was founded in 1997 and is based in Philadelphia, Pennsylvania.

Advisors' Opinion:

• [By Eric Volkman]

  RAIT Financial Trust (NYSE: RAS  ) investors will be getting slightly more than they did last quarter, as a reward for putting their faith in the company (NYSE: RAS  ) . The real estate investment trust has declared a common stock dividend of $0.13 per share, to be handed out on July 31 to shareholders of record as of July 12.�That amount is $0.01, or 8%, higher than RAIT's previous distribution of $0.12, which was paid in April. Prior to that, the firm dispensed $0.10 per share.

• [By Marc Bastow]

  Commercial real estate holding real estate investment trust (REIT) RAIT Financial (RAS) raised its quarterly dividend 7% to 16 cents per share, payable on Jan. 31 to share holders of record as of Jan. 7.
  RAS Dividend Yield: 7.48%

Best Performing Companies To Own For 2014

Navigating the ups and downs on Wall Street is no easy chore, even for�seasoned market veterans. So why do so many investors, especially self-directed ones, strive to time the markets when there is a plethora of evidence that suggests the odds are clearly against them?

The simple answer is greed and laziness; that is to say, countless�investors would prefer to pick and choose the securities that are poised to go up the most in a given year rather than roll up their sleeves,�do some good old fashioned research, formulate a long-term strategy, and be patient [see also Market Timing the Best and Worst S&P 500 Trading Days].

After all, would you rather sit and wait on your diversified portfolio to steadily increase in value over the course of many years, or would you rather use your crystal ball to cherry pick the best performing assets each and every year?

Why Cherry Picking Assets is Less than Ideal

Don’t even bother answering the last�question because the reality of the situation is that you don’t have a crystal ball (and neither does your financial advisor). Consider the table below (click to enlarge) compiled by the Novel Investor which showcases the annual returns since 2000 for a variety of major asset classes. More importantly, note the light gray box labeled “AA” in each year, which is representative of a well-balanced portfolio that is comprised of all the other assets that are listed:

Top 5 Safest Stocks To Buy Right Now: JPMorgan Chase & Co (AMJ)

JPMorgan Chase & Co. (JPMorgan Chase), incorporated on October 28, 1968, is a financial holding company. The Company is a global financial services firm and a banking institution in the United States, with global operations. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. JPMorgan Chase�� principal bank subsidiaries are JPMorgan Chase Bank, National Association (JPMorgan Chase Bank, N.A.), a national bank with the United States branches in 23 states, and Chase Bank USA, National Association (Chase Bank USA, N.A.), a national bank that is the Company�� credit card-issuing bank. JPMorgan Chase�� non-bank subsidiary is J.P. Morgan Securities LLC (JPMorgan Securities), the Company�� the United States investment banking firm. The bank and non-bank subsidiaries of JPMorgan Chase operate nationally, as well as through overseas branches and subsidiaries, representative offices and subsidiary foreign banks. One of the Company�� principal operating subsidiaries in the United Kingdom is J.P. Morgan Securities plc., a subsidiary of JPMorgan Chase Bank, N.A. JPMorgan Chase�� activities are organized into four business segments, as well as Corporate/Private Equity. The Company�� consumer business is the Consumer & Community Banking segment. The Company�� wholesale businesses consists of Corporate & Investment Bank, Commercial Banking, and Asset Management segments. Effective January 7, 2014, JPMorgan Chase & Co acquired an undisclosed minority stake in Chi-X Global Holdings LLC.

Consumer & Community Banking

Consumer & Community Banking (CCB) serves consumers and businesses through personal service at bank branches and through automated teller machines (ATMs), online mobile and telephone banking.CCB is organized into Consumer & Business banking, Mortgage Banking (including Mortgage Production and Servicing, and Real Estate Portfolios! ) and Card, Merchant Services & Auto (Card). Consumer & Business Banking offers deposit and investment products and services to consumers, and lending, deposit, and cash management and payment solutions to small businesses. Mortgage Banking includes mortgage origination and servicing activities, as well as portfolios comprised of residential mortgages and home equity loans, including the purchased credit impaired (PCI) portfolio acquired in the Washington Mutual transaction. Mortgage origination channels consists of Retail, Wholesale, Correspondent and Correspondent negotiated transactions. Retail includes Borrowers who buy or refinance a home through direct contact with a mortgage banker employed by the Firm using a branch office, the Internet or by phone. Wholesale refers to third-party mortgage brokers loan application packages to the Company. The Company then underwrites and funds the loan. Correspondent includes Banks, thrifts, other mortgage banks and other financial institutions that sell closed loans to the Firm. Correspondent negotiated transactions include mid-to-large-sized mortgage lenders, banks and bank-owned mortgage companies sell servicing to the Firm on an as-originated basis (excluding sales of bulk servicing transactions). Card issues credit cards to consumers and small businesses, provides payment services to corporate and public sector clients through its commercial card products, offers payment processing services to merchants, and provides auto and student loan services.

Corporate & Investment Bank

The Corporate & Investment Bank (CIB) offers a suite of investment banking, market-making, prime brokerage, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, government and municipal entities. Within Banking, the CIB offers a range of investment banking products and services in all major capital markets, including advising on corporate strategy and structure, capital-raising in equity ! and debt ! markets, as well as loan origination and syndication. The Company also provides Treasury Services, which includes transaction services, comprised primarily of cash management and liquidity solutions, and trade finance products. The Markets & Investor Services segment of the CIB is engaged in cash securities and derivative instruments, and also offers risk management solutions, prime brokerage, and research. Markets & Investor Services also includes the Securities Services business, which holds, values, clears and services securities, cash and alternative investments for investors and broker-dealers, and manages depositary receipt programs globally.

Commercial Banking

Commercial Banking (CB) provides industry knowledge, and service to the United States multinational clients, including corporations, municipalities, financial institutions and non-profit entities with annual revenue generally ranging from $20 million to $2 billion. CB provides financing to real estate investors and owners. CB also provides financial solutions, including lending, treasury services, investment banking and asset management to meet its clients��domestic and international financial needs. Commercial Banking is divided into four client segments: Middle Market Banking, Commercial Term Lending, Corporate Client Banking, and Real Estate Banking. Middle Market Banking covers corporate, municipal, financial institution and not-for-profit clients. Commercial Term Lending provides term financing to real estate investors/owners for multifamily properties, as well as financing office, retail and industrial properties. Real Estate Banking provides full-service banking to investors and developers of institutional-grade real estate properties. Lending and investment activity within the Community Development Banking and Chase Capital segments are included in other.

Asset Management

Asset Management (AM) clients include institutions, high-net-worth individuals and retail investors. AM offe! rs invest! ment management across all major asset classes including equities, fixed income, alternatives and money market funds. AM also offers multi-asset investment management, providing solutions to a broad range of clients��investment needs. For individual investors, AM also provides retirement products and services, brokerage and banking services including trust and estate, loans, mortgages and deposits. The majority of AM�� client assets are in actively managed portfolios. AM�� client segments consists of Private Banking, Institutional and Retail. Private Banking offers investment advice and wealth management services to high- and ultra-high-net-worth individuals, families, money managers, business owners and small corporations worldwide, including investment management, capital markets and risk management, tax and estate planning, banking, capital raising and specialty-wealth advisory services. Institutional brings comprehensive global investment services including asset management, pension analytics, asset-liability management and active risk-budgeting strategies to corporate and public institutions.

Advisors' Opinion:

• [By Jon C. Ogg]

  The ETFs and funds held up on Monday:

  JPMorgan Alerian MLP Index ETN (NYSEArca: AMJ) was down only 0.3% at $46.86, versus a 52-week range of $42.18 to $49.31. Volume was 1.1 million shares versus an average of about 628,000. ALPS Alerian MLP ETF (NYSEArca: AMLP) closed down 0.45 at $17.57, versus a 52-week range of $16.75 to $18.36. This ETF traded more than 3.1 million shares, up from an average of about 2.85 million shares. The closed-end fund of Kayne Anderson MLP Investment Company (NYSE: KYN) even managed to rise by 0.26% to $38.70 against a 52-week range of $33.11 to $40.22. Its volume was also almost 300,000 shares versus an average volume of closer to 218,000 shares.

  It still seems more than interesting that the investment community did not pound the rest of the sector in sympathy with Boardwalk. This Boardwalk MLP still has a $3.1 billion market cap, even after getting cut almost in half. Usually investors try to tie in peers when one implosion is seen versus others. It seems as though they are trusting that negative natural gas exposure here is not going to spill over into the rest of the sector, and maybe not even spill over into the price of units in its more direct peers.

• [By Robert Rapier]

  The biggest problem with the fund is that while it yields an attractive 7.5 percent annually based on the most recent quarterly distribution, the total expense ratio is presently an astronomical 4.4 percent. This is bound to be a drag on performance over the long run (although it still potentially offers an attractive short-term play). As a result, my preference for a long term investment in and IRA would be to own an exchange-traded note (ETN) based on one of the Alerian indices that I reviewed recently in Navigating the Universe of MLPs. There are several to choose from, including the JPMorgan Alerian MLP Index ETN (NYSE: AMJ), which presently yields 5 percent and has an expense ratio of 0.85 percent.

Best Performing Companies To Own For 2014: J. W. Mays Inc.(MAYS)

J.W. Mays, Inc. owns and operates commercial real estate properties in the United States. Its properties are located in Brooklyn, Jamaica, Levittown, Massapequa, and Fishkill, New York, as well as in Circleville, Ohio. The company was founded in 1924 and is based in Brooklyn, New York.

Advisors' Opinion:

• [By Geoff Gannon] is trading around book value your next step is to figure out how book value is calculated.

  The reason a company trading below book value is interesting has to do with accounting. In the U.S., you don�� mark up the book value of land and many other potentially valuable assets just because you have evidence ��like an appraisal, comparable sale, etc. ��that the market value is now higher than your original cost.

  So, there will be situations where knowing how a company accounts for its assets and knowing the stock trades for less than book value can help direct you to companies selling for less than they are worth.

  DreamWorks is a movie studio. So it is using a rather subjective estimate of the ultimate revenue a movie will produce. It is then amortizing the cost of the movie as revenue comes in to the company in proportion to the percentage of revenue this represents relative to expected total revenue the movie will produce.

  For very old movies, it�� actually a little different. And for flops it�� different. DreamWorks can write off flops. And it can�� expect the ultimate revenue for a movie to be higher to the extent such revenue comes more than 10 years after the film�� release.

  In other words, DreamWorks has to fully amortize a movie within 10 years and disregard the value an 11-year-old movie might have.

  This is explained in a note to the company�� 10-K. It is very important for Ben Graham-type investors to read all these notes carefully ��but especially the notes on depreciation and amortization:

  Once a film, television special/series or live performance is released, capitalized productions costs are amortized and participations and residual costs are accrued on an individual title basis in the proportion that the revenue during the period for each title (��urrent Revenue�� bears to the estimated remaining total revenue to be recognized from all sources for each title (��ltimate Revenue��. The amo

Best Performing Companies To Own For 2014: Enbridge Inc(ENB)

Enbridge Inc. engages in the transportation and distribution of crude oil and natural gas primarily in Canada and the United States. Its Liquids Pipelines segment operates common carrier and contract crude oil, natural gas liquids (NGLs), and refined products pipelines and terminals. The company?s Gas Distribution segment distributes natural gas to residential, commercial, and industrial customers primarily in central and eastern Ontario, northern New York State, Quebec, and New Brunswick. Enbridge?s Gas Pipelines, Processing and Energy Services segment invests in natural gas pipelines, processing and green energy projects, and commodity marketing businesses, as well as performs commodity storage, transport, and supply management services. Its Sponsored Investments segment transports crude oil and other liquid hydrocarbons through common carrier and feeder pipelines, as well as transports, gathers, processes, and markets natural gas and NGLs; operates a crude oil and liqui ds pipeline and gathering system; and owns a 50% interest in the Canadian portion of Alliance Pipeline and partial interests in various green energy investments. The company was formerly known as IPL Energy Inc. and changed its name to Enbridge Inc. in October 1998. Enbridge Inc. was founded in 1949 and is headquartered in Calgary, Canada.

Advisors' Opinion:

• [By Arjun Sreekumar]

  Consider the rupture of an Enbridge (NYSE: ENB  ) pipeline, which discharged roughly a million gallons of bituminous crude into Michigan's Kalamazoo River in June 2010. Though three years have passed, the cleanup effort still isn't over. Enbridge employees and state and federal environmental crews continue to test the river, where sheen and clumps of oil still linger. The company reported a 4% year-over-year decrease in its first-quarter net income, partially because of the escalation of cleanup costs related to the spill, which are now approaching a whopping $1 billion.

• [By Dan Caplinger]

  The need for more energy infrastructure in the U.S. has become much greater in recent years, given booms in production in areas across the country. Through its Seaway pipeline joint venture with Enbridge (NYSE: ENB  ) , Enterprise controls a key link between the Gulf Coast's major refining hub and the pipeline-network hub in Cushing, a small town between Oklahoma City and Tulsa.

• [By Aimee Duffy]

  BP (NYSE: BP  ) just announced it is getting out of the wind power game, and in fact big oil's green energy initiatives are pretty negligible at this point. It could be disheartening state of affairs, but luckily pipeline companies are stepping in and picking up the slack. In this video, Fool.com contributor Aimee Duffy explores Enbridge's (NYSE: ENB  ) recent deal to buy into a wind project in Alberta, and reviews the alternative energy efforts already under way in the North American midstream industry.

Best Performing Companies To Own For 2014: Odyssey Marine Exploration Inc.(OMEX)

Odyssey Marine Exploration, Inc. provides shipwreck exploration services for use in insurance investigations, and search and recovery operations to governments and deep-ocean mineral exploration companies. The company?s shipwreck projects consist of various activities, including research and development, and search operations; archaeological excavation and recovery operations; and conservation, recording, and documentation. It also sells shipwreck findings, including coins and other mass-produced cargo, cultural collections, and replicas to collectors, museums, and other institutions. Odyssey Marine Exploration, Inc. was founded in 1986 and is headquartered in Tampa, Florida.

Advisors' Opinion:

• [By Sean Williams]

  Odyssey Marine Exploration (NASDAQ: OMEX  )
  I love a good metals play as much as any Fool around here, but Odyssey Marine is certainly not on the buy list. Odyssey Marine is a salvage company that searches for, recovers, and monetizes metals and minerals found on the ocean floor. Make no mistake about it, the job is as cool as it sounds; unfortunately, "cool" doesn't always translate into solid profits.

Top US Companies To Buy Right Now

Top US Companies To Buy Right Now: Delek US Holdings Inc. (DK)

Delek US Holdings, Inc. operates as an integrated downstream energy company that operates in petroleum refining, logistics, and convenience store retailing businesses. The company operates in three segments: Refining, Logistics, and Retail. The Refining segment owns and operates two refineries in Tyler, Texas, and El Dorado, Arkansas; and produces various petroleum-based products used in transportation and industrial markets. The Logistics segment gathers, transports, and stores crude oil, as well as markets, distributes, transports, and stores refined products. It also offers crude oil transportation services for terminalling and marketing services; and markets light products using third-party terminals. This segment owns approximately 400 miles of crude oil transportation pipelines, 123 miles of refined product pipelines, 600-mile crude oil gathering system, and associated crude oil storage tanks with an aggregate of approximately 2.6 million barrels of active shell capa city. The Logistics segment serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, and independent retail fuel operators. The Retail segment markets gasoline, diesel, and other refined petroleum products, as well as convenience merchandise. As of May 8, 2013, this segment operated 373 retail fuel and convenience stores under the MAPCO Express, MAPCO Mart, Discount Food Mart, Fast Food and Fuel, East Coast, Delta Express, and Favorite Markets brands. The company was founded in 2001 and is headquartered in Brentwood, Tennessee. Delek US Holdings, Inc. is a subsidiary of Delek Petroleum Ltd.

Advisors' Opinion:

• [By Ben Levisohn]

  After bouncing back yesterday from their oil-export related losses, refiners like Marathon Petroleum (MPC), HollyFrontier (HFC), Tesoro (TSO) and Delek US (DK)! are falling once again.

• [By Ben Levisohn]

  Phillips 66 fell 2.6% yesterday, while Holly Frontier dropped 3.1%, Tesoro (TSO) declined 1.4%, Western Refining (WNR) plunged 4.3% and Delek US (DK) finished off 5.2%.

• [By Ben Levisohn]

  The last three months were good for refiners like Phillips 66 (PSX), Western Refining (WNR) and Delek US (DK), which each gained more than 14% during that period.

• [By Ben Levisohn]

  As a result, Garcia and Molchanov changed their rating on a number of refining stocks. Valero Energy gets cut to Outperfrom from Strong Buy, while Holly Frontier, Delek US (DK) and PBF Energy (PBF) get downgraded to Market Perform from Outperform. Only “defensive, insulated” Phillips 66 gets an upgraded, to Outperform from Market Perform.

source from Top Stocks For 2015:http://www.topstocksblog.com/top-us-companies-to-buy-right-now-3.html

Top Tech Stocks To Own Right Now

Popular Posts: 8 “Triple A” Stocks to Buy17 Oil and Gas Stocks to Sell Now7 Biotechnology Stocks to Buy Now Recent Posts: 5 Stocks With Bad Analyst Earnings Revisions ��VCRA SUNE BONT VRTX PSEM 12 “Triple F” Stocks to Sell 7 Machinery Stocks to Buy Now View All Posts

This week, these five stocks have the worst ratings in Analyst Earnings Revisions, one of the eight Fundamental Categories on Portfolio Grader.

Vocera Communications, Inc. () is a provider of mobile communication solutions designed to restore the human connection to healthcare. VCRA also gets F’s in Earnings Growth, Equity and Operating Margin Growth. .

Hot Defensive Companies To Own For 2015: OSI Systems Inc.(OSIS)

OSI Systems, Inc., together with its subsidiaries, designs and manufactures electronic systems and components for homeland security, healthcare, defense, and aerospace markets worldwide. The company operates in three divisions: Security, Healthcare, and Optoelectronics and Manufacturing. The Security division provides security and inspection systems under the Rapiscan Systems name. Its products include baggage and parcel inspection, cargo and vehicle inspection, hold baggage screening, and people screening products to search for weapons, explosives, drugs, and other contraband, as well as for the verification of cargo manifests for monitoring the export and import of controlled materials. This division also offers various turn-key security screening solutions under the S2 trade name. The Healthcare division provides patient monitoring, diagnostic cardiology, and anesthesia delivery and ventilation systems under the Spacelabs name that are used in critical care, emergency, and perioperative areas within hospitals, as well as physician?s offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing division offers optoelectronic devices for the aerospace and defense, avionics, medical imaging and diagnostic, renewable energy, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets under the OSI Optoelectronics name; and electronics manufacturing services to original equipment manufacturers under the OSI Electronics name. This division also provides laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan name; blood pressure cuffs and unifusors under the Statcorp Medical name; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode trade name. The company was founded in 1987 and is headquartered in Hawthorne, California.

Advisors' Opinion:

• [By Seth Jayson]

  Margins matter. The more OSI Systems (Nasdaq: OSIS  ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong OSI Systems's competitive position could be.

Top Tech Stocks To Own Right Now: Facebook Inc (FB)

Facebook, Inc. (Facebook), incorporated in July 2004, is engaged in building products to create utility for users, developers, and advertisers. People use Facebook to stay connected with their friends and family, to discover what is going on in the world around them, and to share and express what matters to them to the people they care about. Developers can use the Facebook Platform to build applications and Websites that integrate with Facebook to reach its global network of users and to build personalized and social products. Advertisers can engage with more than 900 million monthly active users (MAUs) on Facebook or subsets of its users based on information they have chosen to share with the Company, such as their age, location, gender, or interests. It offers advertisers a combination of reach, relevance, social context and engagement.

Products for Users

The Company�� products for users are free of charge and available on the Web, mobile Web, and mobile platforms, such as Android and iOS. It launched Timeline in September 2011, as an enhanced and updated version of the Facebook Profile. Timeline allows users to organize and display the events and activities that matter most to them, enabling them to curate their memories in a searchable personal narrative that is organized chronologically. Users choose what information to share on their Timeline, such as their interests, photos, education, work history, relationship status, and contact information, and users can control with whom each piece of content is shared on their Timeline. The Facebook News Feed is the core feature of a user�� homepage and is a regularly updating list of stories from friends, Pages, and other entities to which a user is connected on Facebook. It includes posts, photos, event updates, group memberships, app updates, and other activities. Each user�� News Feed is personalized based on his or her interests and the sharing activity of the user�� friends.

Facebook is a photo upload! ing service on the Web. Users can upload an unlimited number of high resolution photos, create photo albums, and share them with their friends or any audience they choose. Users can also upload and share videos. Users can set specific privacy settings for each of their photo albums and videos, making them visible to everyone, or only to certain friends. Users can arrange their photos, add captions, and tag people in a photo or video. Tagging allows users to identify a person in a photo or video as one of their friends. Its messaging products include email, chat, and text messaging. Groups are shared Facebook pages for groups of users to discuss common interests. Lists allow users to organize their friends in order to filter the stories shown in their News Feeds and reach or exclude specific people when they share on Facebook. Through Events, users can organize gatherings, manage invitations, and send event notifications and reminders to their friends. From the Events page, users can create a new event, check out upcoming events of interest to them and their friends, and view previous events.

Through Places, users can share their location and see where their friends are. They are able to see if any of their friends are nearby. Users can also check in to Places to tell their friends where they are, tag their friends in the Places they visit, or view Comments their friends have made about the Places they visit. Using Subscribe, users can sign up to receive public posts in their News Feeds from other Facebook users of interest, such as celebrities, thought leaders, and other public figures. Ticker is a live stream of the real-time activities of a user�� friends and the Pages and other entities to which the user is connected. On the top of each Facebook page, a highlighted icon is displayed to users when there is relevant and new information available to them, such as a new friend request, a new message from a friend, or an alert that the user has been tagged in a photo posted by a friend.

A Facebook Page is a public profile that allows anyone, including artists, public figures, businesses, brands, organizations, and charities to create a presence on Facebook and engage with the Facebook community. A Page owner can connect with interested users in order to provide updates, answer questions, receive feedback, or otherwise stimulate interest in the owner�� messages, products, and services. When a Facebook user likes a Page, the Page owner has the opportunity to publish stories to the user�� News Feed on an ongoing basis. In addition, when a Facebook user Likes or Comments on a post by a Page owner, that user�� action may be shared with the user�� friends via News Feed to drive awareness to a wider circle of users, increasing the Page�� exposure, recognition, and engagement. The Company does not charge for Pages, nor does it charge for the resulting organic distribution. As of March 31, 2012, there were more than 42 million Pages with 10 or more Likes, including Harvard, Lady Gaga, The Metropolitan Museum of Art, Starbucks, and Boo (the World�� Cutest Dog), as well as millions of local businesses.

Products for Developers

The Facebook Platform is a set of tools and application programming interfaces (APIs) that developers can use to build social apps on Facebook or to integrate their Websites with Facebook. As of March 31, 2012, more than nine million applications and Websites were integrated with Facebook. Some of the elements of the Facebook Platform include open graph, social plugins, payments, applications on Facebook, desktop applications, mobile applications and platform-integrated Websites. The Open Graph is a set of APIs that developers can use to build applications and Websites that enable users to share their activities with friends on Facebook. Social plugins are social features that developers can easily integrate with their Websites by incorporating a single line of HyperText Markup Language (HTML) code.

Facebook provides an o! nline pay! ments infrastructure that enables developers to receive payments from users through a secure system. The Company has designed its Payments infrastructure to streamline the buying process between its users and developers. Its Payments system enables users to purchase virtual or digital goods from developers and third-party Websites by using debit and credit cards, PayPal, mobile phone payments, gift cards or other methods. Applications on Facebook run within the Facebook Website. The Facebook Platform has also enabled new types of social applications on Facebook beyond games to facilitate social sharing and discovery of music, news, television programming, and everyday interests, such as cooking, fitness, and travel. Developers can also build desktop apps that run on the operating system of a personal computer and offer experiences that are integrated with the Facebook Platform. The Facebook Platform for mobile has enabled developers to create engaging mobile applications that integrate with Facebook�� social and personalization capabilities. Websites can integrate with Facebook using social plugins, such as the Like button or design more deeply integrated social experiences built around users and their friends.

Products for Advertisers and Marketers

Facebook offers products that enable advertisers and marketers to leverage its combination of reach, relevance, social context, and engagement. When creating a Facebook ad, advertisers can specify a title, content, image, and destination Web page or Facebook Page to which a user is directed if he or she clicks on the ad. Advertisers can further engage their intended audiences by incorporating social context with their marketing messages. Social context includes actions a user�� friends have taken, such as Liking the advertiser�� Facebook Page. Ads with social context are shown only to a user�� friends, and the user�� privacy settings apply to social ads. It offers a range of ads with social context, from an ad with a sing! le Like b! utton to its Premium Ad paired with social context, which allows advertisers to highlight the interactions of a user�� friends with a brand or product.

Sponsored stories enable marketers to promote the stories they publish from their Facebook Page to users who have connected with the Page or to amplify the distribution of stories users are already sharing that are relevant to their marketing efforts. When advertisers create an ad campaign with Facebook, they specify the types of users they would like to reach based on information that users chose to share about their age, location, gender, relationship status, educational history, workplace, and interests. Advertisers choose to pay for their ads based on either cost per thousand impressions (CPM) on a fixed or bidded basis or cost per click (CPC) on a bidded basis. Facebook ad analytics enable advertisers to gain insights into which ads were displayed and clicked on. These analytics help advertisers make modifications to their ad campaigns. Advertisers with Facebook Pages can also view the number of users who Liked and Commented on their Page and a newly introduced metric, People Talking About This, which shows how many stories about their brand are being created and shared.

The Company competes with Google, Microsoft, Twitter, Cyworld, Mixi and vKontakte.

Advisors' Opinion:

• [By Nikolaj Gammeltoft]

  Caterpillar Inc. fell 4.2 percent after quarterly profit missed estimates and it cut its annual earnings forecast. McDonald�� Corp. tumbled 2.2 percent after saying economic weakness would hurt results for the rest of the year. Homebuilders dropped 8.8 percent as a group as PulteGroup (PHM) Inc. and D.R. Horton Inc. lost more than 12 percent. Facebook Inc. (FB) surged 31 percent as mobile advertising helped profit.

• [By Douglas A. McIntyre]

  Americans have some reasons to be wary about their security. First among those are identity theft and widely reported news that the�National Security Agency tracks some people’s activities. The NSA and large Internet firms like Google Inc. (NASDAQ: GOOG) and Facebook Inc. (NASDAQ: FB) say that this tracking is not done at the individual person level. However, whether rightly or wrongly, many people do not believe that.

• [By WALLSTCHEATSHEET]

  Facebook looks to provide a valuable social networking experience to its users, developers, and advertisers. The company�has acquired Indian startup Little Eye Labs to help strengthen its mobile strategy.�The stock has been exploding to the upside and is now trading near all time high prices. Over the last four quarters, earnings and revenues have been increasing, which has left investors pleased about recent earnings announcements. Relative to its peers and sector, Facebook has been a year-to-date performance leader. Look for Facebook to continue to OUTPERFORM.

Top Tech Stocks To Own Right Now: MEDIWARE Information Systems Inc.(MEDW)

Mediware Information Systems, Inc., together with its subsidiaries, engages in the design, development, and marketing of software solutions targeting specific processes within healthcare institutions. The company offers software systems consisting of company's proprietary application software, and third-party licensed software and hardware. It licenses, implements, and supports clinical and performance management, blood donor, and blood and biologic management products in the United States; and medication management solutions in the United States, the United Kingdom, Ireland, and South Africa. The company?s blood and biologics management solutions include HCLL Transfusion and HCLL Donor, which address blood donor recruitment, blood processing, and transfusion activities for hospitals and medical centers; BloodSafe suite of hardware and software that enable healthcare facilities to store, monitor, distribute, and track blood products; LifeTrak software for blood centers; a nd BiologiCare, a bone, tissue, and cellular product tracking software. Its medication management products comprise WORx, a pharmacy information system to manage inpatient and outpatient pharmacy operations; MediCOE, a physician order entry module; MediMAR, a nurse point-of-care administration and bedside documentation module; MediREC, which assists in achieving compliance with a Joint Commission mandate; and pharmacy management and electronic prescribing systems. The company?s performance management products include InSight software that tracks performance metrics to assist healthcare managers to manage performance. It also provides software installation and maintenance services, as well as billing and collection services to home infusion and home/durable medical equipment markets. The company markets its products primarily through its direct sales force. Mediware Information Systems, Inc. was founded in 1970 and is headquartered in Lenexa, Kansas.

Advisors' Opinion:

• [By CRWE]

  Mediware Information Systems, Inc. (Nasdaq:MEDW) plans to acquire the assets of Indianapolis-based Strategic Healthcare Group LLC (SHG), a leading provider of blood management consulting, education and informatics solutions.

Top Tech Stocks To Own Right Now: ChinaCache International Holdings Ltd.(CCIH)

ChinaCache International Holdings Ltd. provides Internet content and application delivery services to businesses, government agencies, and enterprises in China. It offers Web Page Content Services to website operators; file transfer services; rich media streaming services that enable live streaming of media files; guaranteed application services for websites that incorporate applications with features, such as on-line booking and ordering, real-time stock quotes, and on-line surveys; managed internet data services; ChinaCache cloud services; and content bridging services. The company also provides various value-added services, such as geo-content acceleration services, performance evaluation module, scalable services routing services, link anti-hijack services, NetStorage services, user behavior analysis services, and Website performance evaluation services. The company was founded in 1998 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:

• [By Garrett Cook]

  Technology shares fell around 0.27 percent in Thursday’s trading. Top decliners in the sector included TechTarget (NASDAQ: TTGT), down 8.9 percent, and ChinaCache International Holdings (NASDAQ: CCIH), off 4.6 percent.

• [By Garrett Cook]

  Technology shares fell around 0.27 percent in Thursday’s trading. Top decliners in the sector included TechTarget (NASDAQ: TTGT), down 5.3 percent, and ChinaCache International Holdings (NASDAQ: CCIH), off 2.11 percent.

Top Tech Stocks To Own Right Now: Youku.com Inc.(YOKU)

Youku.com Inc. operates as an Internet television company in the People?s Republic of China. Its Internet television platform enables consumers to search, view, and share video content across various devices. The company?s services for users comprise video content library consisting primarily of professionally produced content, including television serial dramas, movies, event reports, variety shows, and music videos under the Youku brand. It also provides user-generated content through Youku Paike and Youku Niuren programs; and produces a range of content, such as sponsored Web serial dramas, reality shows, interviews, and variety shows under Youku Originals brand. The company?s other services for users comprise online video search and discovery, online community, video space, real time commenting, and searchable community message board, as well as wireless video, iPhone channels and iPad, and P2P downloadable software client services. In addition, it offers online advert ising services to various advertising companies operating in fast moving consumer goods, information technology services, automobile manufacturing, electronics, telecommunications, financial services, e-commerce, and online game industries. The company?s products and services for advertisers and customers include online advertising services, such as in-video, display, sponsorship, and other forms of advertisements; targeting solutions; viral video advertisements; product placements; subscription-based services that enables users to watch advertisement-free premium content, such as high-definition movies; and sub-licensing content. It sells its advertising services through third-party advertising agencies comprising members of American Association of Advertising Agencies and Chinese advertising agencies. The company was formerly known as 1Verge Inc. and changed its name to Youku.com Inc. in June 2008. Youku.com Inc. was founded in 2005 and is headquartered in Beijing, the Peo ple?s Republic of China.

Advisors' Opinion:

• [By Kevin Chen]

  Youku Tudou (NYSE: YOKU  ) plans to kick off a new partnership with Korea's YG Entertainment by being the exclusive China host of the webcast of the April 13 concert of Psy, whose wildly popular Gangnam Style video became the first YouTube video to have more than a billion views. It has more than 1.5 billion views as of today.

• [By Rick Munarriz]

  However, the real development here is that fortifying its video offerings through iQiyi and PPS.tv will make Baidu a legitimate competitor to Chinese top dog Youku Tudou (NYSE: YOKU  ) .

• [By John Seward]

  Youku Tudou Inc. (NYSE: YOKU), an online marketer, gained 4.14 percent to $22.90.

  And online television company Tencent Holdings Ltd. (OTC: TCTZF) picked up 2.6 percent, to trade at $15.28.

Top Tech Stocks To Own Right Now: Semtech Corporation(SMTC)

Semtech Corporation, together with its subsidiaries, designs, produces, and markets analog and mixed-signal semiconductor products. The company?s product lines include protection products comprising filter and termination devices that provide protection for electronic systems from voltage spikes; power management products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, and charge pumps; and discrete semiconductor products, such as rectifiers, assemblies, and other products. It also offers wired communication, ultra-high speed Serializer/Deserializer, and modulator driver products that perform timing, synchronization, and amplification functions in high-speed networks; chips and transceivers for short reach, metro, and long haul applications; and high performance transceivers for datacenter applications. In addition, the company provides wireless and sensing products that perform radio frequency functions in indust rial, medical, and networking applications; and sensing functions in industrial and consumer applications. It serves original equipment manufacturers and their subcontractors in the computing, communications, consumer, and industrial end-markets directly, and through independent distributors and sales representative firms in North America, the Asia Pacific, and Europe. Semtech Corporation was founded in 1960 and is headquartered in Camarillo, California.

Advisors' Opinion:

• [By Jayson Derrick]

  After the market close yesterday, Semtech (NASDAQ: SMTC) lowered its fourth quarter guidance. The company sees revenue in a $120 million to $130 million range from a previous $132 million to $144 million range. EPS was lowered to a $0.18 to $0.24 range from a previous $0.29 to $0.37 range. Management blamed the lowered guidance on ��ngoing delays in carrier capex spending��Analysts at Oppenheimer downgraded shares to Perform from Outperform while Raymond James downgraded shares to Outperform from Strong Buy. Williams Financial also downgraded shares to Hold from Buy with a $27 price target, lowered from a previous $32. The analysts share similar beliefs that the company is showing no near-term growth drivers. Shares hit new 52 week lows of $22.57 before closing at $24.67, down 12.11 percent.

• [By Seth Jayson]

  When judging a company's prospects, how quickly it turns cash outflows into cash inflows can be just as important as how much profit it's booking in the accounting fantasy world we call "earnings." This is one of the first metrics I check when I'm hunting for the market's best stocks. Today, we'll see how it applies to Semtech (Nasdaq: SMTC  ) .

• [By Lauren Pollock]

  Semtech Corp.'s(SMTC) fiscal third-quarter profit slid 25% as the chip manufacturer posted a double-digit drop in revenue and slightly weaker gross margins.

Top Tech Stocks To Own Right Now: MEMSIC Inc.(MEMS)

MEMSIC, Inc. provides semiconductor sensor and system solutions based on integrated micro electro-mechanical systems (MEMS) technology and mixed signal circuit design. It offers sensor products, principally accelerometers. The company?s sensors are used for motion, direction, and pressure sensing applications; and accelerometer products are used to measure tilt, shock, vibration, and acceleration, as well as in various applications, such as mobile phones, automotive safety systems, video projectors, global positioning systems, video gaming systems, interactive toys, inclination sensing, earthquake detection, cardiac pacemakers, and image projectors. Its system solution products include wireless sensors that connect the physical environment with enterprise management and information systems to provide monitoring, automation, and control solutions for a range of industries, as well as inertial systems that provide end-users and systems integrators with MEMS-based solutions for the measurement of static and dynamic motion in a various environments, such as avionics, remotely operated vehicles, agricultural and construction vehicles, automotive test, and wind power turbines. The company also engages in the development of multi-sensor and MCU integrated system products at the integrated circuit level for the consumer and mobile market, as well as at the module level for the industrial, automotive, and general aviation markets. It sells its products directly, as well as through systems integrators, resellers, distributors, and sales representatives worldwide. The company was founded in 1999 and is headquartered in Andover, Massachusetts.

Advisors' Opinion:

• [By Triska Hamid]

  In Abu Dhabi, researchers at the ATIC-SRC Center of Excellence for Energy Efficient Electronic Systems (ACE4S), a center jointly established by the Advanced Technology Investment Company and the Semiconductor Research Corporation, are working on the development of systems on chip (SOC) and micro-electromechanical systems (MEMs) in health care.