Tuesday, September 23, 2014

Hot Mid Cap Stocks To Buy For 2014

Coupons.Com Inc (NYSE: COUP) is the most recent small cap digital coupon or daily deal stock to emerge in a spectacular IPO to challenge existing players like mid cap Groupon Inc (NASDAQ: GRPN) and small caps LiveDeal Inc (NASDAQ: LIVE) and RetailMeNot Inc (NASDAQ: SALE). However and since the recent IPO, small cap Coupons.Com has been a relatively flat deal for investors.

What is Coupons.Com Inc?

Small cap Coupons.Com calls itself a leader in digital coupons that�operates a promotion platform that connects brands and retailers with consumers through Web, mobile and social channels. Over 2,000 brands from more than 700 consumer packaged goods companies and many grocery, drug and mass merchandise retailers use Coupons.Com�� platform to deliver digital coupons to consumers, including printable coupons, save-to-card coupon and coupon�codes for e-commerce.�Coupons.Com also sells advertising for�its online and mobile properties and has built�out a�large network of retailers and publishers spanning more than �58,000 store locations in North America and approximately 30,000 third-party websites. The Coupons.com�� site itself�receives more than 17 million unique visitors a month on average.

Top 10 Chemical Stocks For 2015: TGC Industries Inc.(TGE)

TGC Industries, Inc. provides geophysical services for clients in the oil and gas business in the United States and Canada. It conducts three-D surveys and seismic data acquisition services primarily to onshore oil and natural gas exploration and development companies for use in the onshore drilling and production of oil and natural gas. The company also owns a data bank that contains gravity data and magnetic data from oil and natural gas producing areas located in the United States. It operates 8 seismic crews in the lower 48 states in the United States, as well as 2 crews in Canada. The company was formerly known as Tidelands Geophysical Co., Inc. and changed its name to TGC Industries, Inc. in July 1986. TGC Industries, Inc. was founded in 1967 and is headquartered in Plano, Texas.

Advisors' Opinion:
  • [By Lisa Levin]

    TGC Industries (NASDAQ: TGE) shares reached a new 52-week low of $5.55. TGC Industries is expected to release its Q1 financial results on April 28, 2014.

Hot Mid Cap Stocks To Buy For 2014: Bollore SA (BOL)

Bollore SA is a France-based holding company which operates in 110 countries. The Company is active in several divisions: Bollore Africa Logistics, including freight forwarding, stevedoring, shipping lines and railways; Bollore Logistics with a presence in five continents; Bollore Energie which supplies domestic fuel and petroleum products; IER which designs, manufacture and markets terminals for controlling and reading tickets; Plastic Films for condensers, capacitors and packaging; Batteries and Supercapacitors, Electric Vehicles; Autolib��which offers a network of electric car rental; Communication and Media, which launched Digital Terrestial Television (DTT); Plantations because the Company owns oil palm and rubber plantations, through the Socfin Group and Financial Assets. As of September 27, 2012, the Company acquired minority stake in Vivendi SA and sold Direct 8 and Direct Star to Canal Plus SA. In January 2014, it acquired the outstanding 51% stake of LCN. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Rio Tinto Group climbed 2.9 percent after saying it will cost $3 billion less than projected to increase iron ore output capacity. Boliden AB (BOL) added 3.1 percent as Morgan Stanley raised its rating on the stock. Thomas Cook Group Plc (TCG) rose 13 percent after the travel operator posted a 49 percent increase in full-year earnings. British tobacco companies slipped following a report that after a U.K. minister announced the review of cigarette packaging.

Hot Mid Cap Stocks To Buy For 2014: Market Vectors Poland ETF (PLND)

Market Vectors Poland ETF (the Fund) seeks to replicate the price and yield performance of the Market Vectors Poland Index (the Index). The Index is a diversified index consisting of at least 25 companies either headquartered in Poland or deriving at least 50% of their revenues from Poland. It invest in sectors, such as financials, energy, industrials, consumer staples, telecomm services, materials, consumer discretionary, utilities, information technology and healthcare. The Fund�� investment advisor is Van Eck Associates Corporation. Advisors' Opinion:
  • [By Benjamin Shepherd]

    Market Vectors Poland (NYSE: PLND) is a great exchange traded fund (ETF) play on the continued strength of the Polish economy.

    Financial services figure prominently in the ETF�� holdings at 44 percent of assets, but that�� lower than other competing products and largely reflective of the major role the financial sector plays in Poland�� economy. More than 23 percent of assets are allocated to basic materials and energy due to the country�� resource wealth.

    The ETF is also relatively cheap with an expense ratio of just 0.61 percent. It also offers the added benefit of a nearly 3.2 percent yield, thanks to the tradition of Polish stocks paying stable dividends.

    What�� more, the fund is inexpensive in terms of valuation because it price has been depressed by the ongoing crisis in Ukraine. Both countries have historically been Russian satellites, but Poland was quick to integrate itself with Western Europe after the country�� communist government fell in 1989. As a result, it enjoys the diplomatic cover of the EU and the military protection of the North Atlantic Treaty Organization, making it unlikely that Russia will interfere in the country�� politics.

    Despite those protections, the fund�� price-to-forward-earnings ratio has fallen from about 19 to just 14 over the past few weeks and shares are now trading at book value. Shares are also trading at just 0.58 times sales, a substantial discount to the fund�� historical valuation largely due to regional concerns.

Hot Mid Cap Stocks To Buy For 2014: GUESS? Inc (GES)

Guess?, Inc. (GUESS?) designs, markets, distributes and licenses apparel and accessories for men, women and children. The Company operates in five: Europe, North American Retail, Asia, North American Wholesale and Licensing. The Company�� products are sold through retail, wholesale, e-commerce and licensing distribution channels. The lines include full collections of clothing, including jeans, pants, skirts, dresses, shorts, blouses, shirts, jackets, knitwear and intimate apparel. It also grant licenses to manufactures and distributes a range of products, including eyewear, watches, handbags, footwear, kids' and infants' apparel, leather apparel, swimwear, fragrance, jewelry and other fashion accessories. In fiscal 2012, the Company, along with its distributors and licensees, opened 224 stores in all concepts combined outside of the United Sates and Canada, which consisted of 120 stores in Europe and the Middle East, 89 stores in Asia and 15 stores in the combined area of Central and South America.

As of January 28, 2012, the Company directly operated a total of 504 stores in the United Sates and Canada and 251 stores outside of the United Sates and Canada, and in addition, 230 smaller-sized concessions in Asia and Europe. As of January 28, 2012, its international licensees and distributors operated 804 stores located outside the United Sates and Canada, and 119 smaller-sized licensee operated concessions located in Asia. As of January 28, 2012, it operated retail Websites in the United Sates, Canada, Europe and South Korea. As of January 28, 2012, it had e-commerce available to 26 countries, and in 6 languages around the world. The Company and its network of licensee partners sell its products around the world primarily through six different store concepts, namely its flagship GUESS? retail stores, its GUESS? factory outlet stores, its GUESS by MARCIANO stores, its G by GUESS stores, its GUESS? Accessories stores and its GUESS? Kids stores. The Company also has a small number of footwe! ar, Gc watch and underwear concept stores.

Europe Segment

In the Company�� Europe segment, GUESS? sells its products in 63 countries throughout Europe and the Middle East through wholesale, retail and e-commerce channels. In fiscal 2012, its Europe segment accounted for approximately 37.6% of its revenues. The Company�� European wholesale business generally relies on a large number of smaller regional distributors and agents to distribute its products primarily to smaller independent multi-brand boutiques. The Company�� products are also sold directly to department stores like Galeries Lafayette, Printemps and El Corte Ingles. As of January 28, 2012, GUESS? had showrooms in Barcelona, Dusseldorf, Munich, London, Paris, Florence and Lugano. It sells both its apparel and certain accessories products under the Company�� GUESS? and GUESS by MARCIANO brand concepts through its wholesale channel, operating primarily through two seasons, Spring/Summer and Fall/Winter.

The Company�� European retail network consists of a mix of directly operated and licensee operated GUESS? and GUESS by MARCIANO retail and outlet stores, GUESS? Accessories stores, GUESS? Footwear stores and GUESS? Kids stores. As of January 28, 2012, it had 179 directly operated stores and 382 licensee stores, excluding 17 smaller-sized concessions in Europe. During fiscal 2012, the Company opened 45 new directly operated stores, 75 licensee stores and 5 concessions. The Company�� GUESS? Accessories stores average approximately 800 square feet, GUESS by MARCIANO stores average approximately 1,300 square feet and full-price GUESS? stores generally average 2,300 square feet.

North American Retail Segment

In the Company�� North American Retail segment, it sells its products through a network of directly operated retail and factory outlet stores in North America and through its on-line stores. In fiscal 2012, the Company�� North American Retail segment accounted for ap! proximate! ly 41.6% of its revenue. As of January 28, 2012, it also directly operated 25 GUESS? branded stores in Mexico through a majority-owned joint venture. The Company�� the United Sates and Canada GUESS? retail stores carry an assortment of men's and women's GUESS? merchandise, including most of its licensed product categories. As of January 28, 2012, these stores occupied approximately 1,025,000 square feet and ranged in size from approximately 2,500 to 13,500 square feet, with most stores between 4,000 and 6,000 square feet. In fiscal 2012, it opened nine new retail stores and GUESS? closed four stores.

The Company�� the United Sates and Canada factory outlet stores are located primarily in outlet malls generally operating outside the shopping radius of its wholesale customers and its retail stores. These stores sell selected styles of men's and women's GUESS? apparel and licensed products. As of January 28, 2012, its the United Sates and Canada factory outlet stores occupied approximately 717,000 square feet and ranged in size from approximately 2,000 to 11,000 square feet, with most stores between 4,500 and 6,500 square feet. In fiscal 2012, it opened 10 new factory stores. The Company�� G by GUESS store carries apparel for both men and women and a line of accessories and footwear. As of January 28, 2012, its G by GUESS stores occupied approximately 317,000 square feet and ranged in size from approximately 4,000 to 10,000 square feet, with most stores between 4,000 and 5,500 square feet. In fiscal 2012, the Company opened 12 new G by GUESS stores and it closed three stores.Its GUESS? Accessories store concept sells GUESS? and GUESS by MARCIANO labeled accessory products.

As of January 28, 2012, the Company�� GUESS? Accessories concept stores occupied approximately 122,000 square feet and ranged in size from approximately 1,000 to 4,000 square feet, with most stores between 1,500 and 2,500 square feet. In fiscal 2012, GUESS? opened four new GUESS? Accessories stores and i! t closed ! three stores. The Company�� GUESS by MARCIANO stores in the United Sates and Canada offer a women's collection designed for the stylish, trend-setting woman. As of January 28, 2012, its GUESS by MARCIANO stores occupied approximately 156,000 square feet and ranged in size from approximately 2,000 to 6,500 square feet, with most stores between 2,000 and 3,000 square feet. In fiscal 2012, it opened two new GUESS by MARCIANO stores and the Company closed four stores. The Company�� North American Retail segment also includes its the United Sates and Canada retail Websites, including www.guess.com, www.gbyguess.com, www.guessbymarciano.com, www.guesskids.com, www.guess.ca and www.guessbymarciano.ca. These Websites operates as virtual storefronts that both sell its products and promotes its brands.

Asia Segment

In the Company�� Asia segment, GUESS? sells its products through wholesale, retail and e-commerce channels throughout Asia. In fiscal 2012, its Asia segment accounted for approximately 9.3% of its revenue. Its Asia retail business includes both licensee and the Company operated stores, including GUESS?, G by GUESS, GUESS by MARCIANO, Gc, GUESS? Accessories and GUESS? Underwear stores. During fiscal 2012, it and its partners opened 89 new stores in Asia, as of January 28, 2012, it had 423 stores, 47 of which it operated directly and 376 of which were operated by licensees or distributors. The Company and its partners opened flagship stores in cities, such as Seoul, Shanghai, Hong Kong, Macau, Taipei and Beijing and have partnered with licensees to develop its business in the second tier cities in this region.

North American Wholesale Segment

In the Company�� North American Wholesale segment, it sells its products through wholesale channels in North America and to third party distributors based in Central and South America. In fiscal 2012, its North American Wholesale segment accounted for approximately 7.0% of its revenue. As of January 28, 20! 12, its p! roducts were sold to consumers through 1,005 major doors in the United Sates and Canada. These locations include 345 shop-in-shops, a selling area within a department store that offers an array of its products and incorporates GUESS? signage and fixture designs. The Company has sales representatives in New York, Los Angeles, Toronto, Montreal and Vancouver. During fiscal 2012, Macy's, Inc. was its largest domestic wholesale customer, accounting for approximately 2.7% of its consolidated net revenue.

Licensing Segment

The Company�� licensing segment includes the worldwide licensing operations of the Company. In fiscal 2012, its licensing segment royalties accounted for approximately 4.5% of its revenue. As of January 28, 2012, GUESS? had 19 domestic and international licenses that included eyewear, watches, handbags, footwear, kids' and infants' apparel, leather outerwear, fragrance, jewelry and other fashion accessories; and included licenses for the manufacture of GUESS? branded products in markets, which include Africa, Asia, Australia, Europe, the Middle East, Central America, North America and South America.

Advisors' Opinion:
  • [By RichardCox]

    Reasons for weakness in SPY have come from both internal and external forces. Most recently, positives have been seen in collaborative discussions between Verizon (VZ) and Vodafone (VOD), helping support market sentiment and in Guess? Inc (GES), which posted strong rallies on improved quarterly profits. On balance, however, the negatives have carried more weight. Market uncertainty has seen significant increases based on potential military conflicts in Syria. This is being viewed alongside the increased possibility that the Federal Reserve is prepared to start removing monetary stimulus -- a driving factor that has helped SPY rally nearly 155% from the lows seen in the beginning of 2009.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Guess (NYSE: GES  ) , whose recent revenue and earnings are plotted below.

  • [By Seth Jayson]

    Guess (NYSE: GES  ) reported earnings on May 30. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended May 4 (Q1), Guess met expectations on revenues and beat expectations on earnings per share.

Hot Mid Cap Stocks To Buy For 2014: 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]

    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.

Hot Mid Cap Stocks To Buy For 2014: Trimble Navigation Limited(TRMB)

Trimble Navigation Limited provides positioning, wireless, and software technology solutions. The company?s Engineering and Construction segment offers site positioning systems, construction asset management services, software, and wireless and Internet-based site communications infrastructure solutions that improve productivity, accuracy, safety, and environmental impact in the entire construction process; and productivity solutions for the building construction sectors, as well as designs and markets handheld data collectors, productivity survey and mapping equipment, and data collection software for field use. Its Field Solutions segment provides guidance and positioning systems, automated application systems, and information management solutions to improve crop performance, profitability, and environmental quality; and handheld data collectors that gather information in the field. The company?s Mobile Solutions segment offers vehicle solutions, such as GPS receivers, business logic, sensor interfaces, and wireless modems; mobile worker solutions to automate service technician work in the field; and scheduling and dispatch solution, an enterprise software program to optimize scheduling and routing of field service technicians. Its Advanced Devices segment supplies global navigation satellite system modules (GNSS), licensing and complementary technologies, and GNSS-integrated sub-system solutions; supplies global positioning system receivers and embedded modules for aircraft navigation and timing applications; provides GPS-enabled cell phones for outdoor recreational activities; precision products that combine GNSS with inertial sensors; and ultra high frequency radio frequency identification reader modules, radio frequency identification readers, and design services. The company markets its products through dealers, distributors, and authorized representatives worldwide. Trimble Navigation Limited was founded in 1978 and is headquartered in Sunnyvale, California.

Advisors' Opinion:
  • [By Holly LaFon]

    ��Trimble Navigation (TRMB) provides location-based solutions to its customers that enhance their productivity and profitability. The recovery in construction end markets and continued strong demand from the farm economy resulted in strong overall financial results for the company and a strong stock price. We trimmed the position as it began to exceed the upper end of the market cap range that we invest in.

  • [By Seth Jayson]

    Trimble Navigation (Nasdaq: TRMB  ) reported earnings on April 30. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), Trimble Navigation missed estimates on revenues and beat expectations on earnings per share.

  • [By cody56]

    The top contributors to performance during the period were Trimble Navigation (TRMB), Sensata Technologies�(ST) and Cadence Design Systems (CDS).

    Trimble Navigation provides location-based solutions to its customers that enhance their productivity and profitability. The recovery in construction end markets and continued strong demand from the farm economy resulted in strong overall financial results for the company and a strong stock price. We trimmed the position as it began to exceed the upper end of the market cap range that we invest in. Sensata Technologies develops, manufactures and sells sensors and controls. We are attracted to the company�� large growth opportunity, which is driven by increased sensor penetration in industries such as automobiles and general industrial opportunities. We find Sensata�� business model to be attractive given the stability of its revenues, strong operating leverage and excellent management team. During the period, the company benefited from a rebound in European automobile sales and deployed capital in several small accretive acquisitions. We have been trimming the position modestly as the stock approaches our price target.

    Meridian Growth Fund performance

  • [By Lee Jackson]

    Trimble Navigation Ltd. (NASDAQ: TRMB) applies technology to make field and mobile workers in businesses and government significantly more productive. Solutions are focused on applications requiring position or location — including surveying, construction, agriculture, fleet and asset management, public safety and mapping. In addition to utilizing positioning technologies, such as GPS, lasers and optics, Trimble solutions may include software content specific to the needs of the user. The J.P. Morgan price target is $43, and consensus target is at $39.29. Trimble closed Tuesday at $38.87.

Hot Mid Cap Stocks To Buy For 2014: Astellas Pharma Inc (ALPMY.PK)

Astellas Pharma Inc. is a Japan-based company mainly engaged in the pharmaceutical business. The Company is involved in the manufacture and sale of pharmaceutical products in Japan, the United States, Europe, China, Korea and Taiwan, through its subsidiaries. Its main products include immunosuppressive drug Prograf, overactive bladder agent Vesicare, Protopic ointment for atopic dermatitis, Harnal for prostatic and urethral smooth muscle, and antimycotic agent Funguard, among others. It also provides pharmaceutical products for gastritis, chronic hepatitis C, irritable bowel syndrome, osteoporosis, hypertension, schizophrenia, rheumatoid arthritis, agrypnia, atopic dermatitis and other diseases. Advisors' Opinion:
  • [By Henry Kawabe]

    Seattle Genetic is currently collaborating on 22 different ADC drug trials in various stages of testing with twelve different pharmaceutical companies, including nine with Genentech (RHHBY.OB), two with AbbVie (ABBV), two with Agensys (ALPMY.PK), and one with Pfizer (PFE). To date, these ADC collaborations have generated more than $225 million for Seattle Genetics and have the potential to generate more than $3.5 billion in milestone payments plus royalties.

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