In an informal survey during my daily ride on the Long Island Railroad, I found that for every person reading a newspaper, about eight were fixated on screen devices: smartphones, tablets, notebooks, e-books.
One measure of change in our method of news consumption is the decline in newsprint demand. From 2007 through 2011, the compound annual growth rate for newsprint tonnage dropped 11.7% in North America, according to Resource Information Systems Inc., an information provider for the global forest products industry. RISI predicts that from 2012 to 2014, newsprint demand will slide another 3.2%
Top 10 Logistics Stocks To Own For 2015: Integrated Silicon Solution Inc.(ISSI)
Integrated Silicon Solution, Inc., a fabless semiconductor company, designs and markets integrated circuits for digital consumer electronics, networking and telecommunications, mobile communications, automotive electronics, and industrial markets. Its primary products include low and medium density DRAM; and high speed and low power SRAM. The company?s low and medium density DRAM products are used in wireless local area networks (WLANs), base stations, networking switches and routers, fiber to the home (FTTH), DSL and cable modems, set top boxes, digital cameras, MP3, flat panel TVs, LCD TVs, HDTVs, video phones, Voice over Internet Protocol, printers, disk drives, tape drives, audio/video equipment, instrumentation, global positioning systems (GPS), telematics, infotainment, smart meters, and other applications. Its SRAM products are used in WLANs, cell phones, base stations, networking switches and routers, FTTH, DSL modems, LCD TVs, set-top boxes, GPS systems, instrumen tation, engine control systems, medical equipment, telematics, audio and video equipment, satellite radio, POS terminals, fax machines, copiers, tape drives, and other applications. Integrated Silicon Solution, Inc. also designs and markets application specific standard products, including high performance serial EEPROMs for use in TVs, networking systems, modems, telephone sets, security systems, video games, automobiles, and other consumer products; and SmartCards that have applications in transportation passes, payment cards, health care cards, and other cards that store secure data. The company markets and sells its products in Asia, the United States, and Europe through direct sales force, independent sales representatives, and distributors. Integrated Silicon Solution, Inc. was founded in 1988 and is headquartered in San Jose, California.
Advisors' Opinion:- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at Integrated Silicon Solution (Nasdaq: ISSI ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Integrated Silicon Solution doing by this quick checkup? At first glance, not so great. Trailing-12-month revenue increased 7.0%, and inventory increased 43.7%. Comparing the latest quarter to the prior-year quarter, the story looks potentially problematic. Revenue grew 20.0%, and inventory grew 43.7%. Over the sequential quarterly period, the trend looks OK but not great. Revenue dropped 1.8%, and inventory dropped 0.8%.
5 Best Sliver Stocks For 2014: Perficient Inc.(PRFT)
Perficient, Inc. provides information technology consulting services to various enterprise companies primarily in the United States. The company designs, builds, and delivers business-driven technology solutions using third party software products. Its solutions include business integration and service oriented architectures, enterprise portals and collaboration, custom applications, and technology platform implementations, as well as customer relationship management, enterprise performance management, enterprise content management, and business intelligence solutions. The company?s solutions enable its clients to operate a real-time enterprise that adapts business processes and the systems that support them to meet the changing demands of marketplace. Perficient, Inc. was founded in 1997 and is headquartered in Saint Louis, Missouri.
Advisors' Opinion:- [By John Udovich]
Small cap tech consulting firm Perficient, Inc (NASDAQ: PRFT) is getting deeper into the cloud computing space ��meaning it might be worth taking a closer look at it along with the performance of First Trust ISE Cloud Computing Index Fund (NASDAQ: SKYY). We have just added Perficient, Inc to our SmallCap Network Elite Opportunity (SCN EO) portfolio because we believe the company is trading at a discount to that of its small cap peers in the cloud computing space plus the stock�� fundamentals and technical chart looks attractive.
5 Best Sliver Stocks For 2014: SolarCity Corp (SCTY)
SolarCity Corporation (SolarCity), incorporated on June 21, 2006, is engaged in the design, installation and sale or lease of solar energy systems to residential and commercial customers, or sale of electricity generated by solar energy systems to customers. The Company sells renewable energy to its customers. As of December 12, 2012, the Company served customers in 14 states. The Company�� residential customers are individual homeowners and homeowners. The Company�� commercial customers represent several business sectors, including technology, retail, manufacturing, agriculture, nonprofit and houses of worship. The Company has installed solar energy systems for several government entities, including the the United States Air Force, Army, Marines and Navy, and the Department of Homeland Security. The Company purchases major components, such as solar panels and inverters directly from multiple manufacturers. As of September 30, 2012, its primary solar panel suppliers were Trina Solar Limited, Yingli Green Energy Holding Company Limited and Kyocera Solar, Inc., among others, and its primary inverter suppliers were Power-One, Inc., SMA Solar Technology, AG, Schneider Electric SA, Fronius International GmbH and SolarEdge Technologies, among others.
Solar Energy Products
The Company�� solar energy products include Solar Energy Systems, and SolarLease and power purchase agreement finance products. The major components of its solar energy systems include solar panels that convert sunlight into electrical current. Most of its solar energy customers choose to purchase energy from the Company pursuant to one of two payment structures: a SolarLease or a power purchase agreement. In both structures, the Company charges customers a monthly fee for the power produced by its solar energy systems. In the lease structure, this monthly payment is pre-determined and includes a production guarantee. In the power purchase agreement structure, the Company charges customers a fee per kilowatt! hour based on the amount of electricity actually produced by the solar energy system.
Energy Efficiency Products and Services
The Company�� energy efficiency products and services include home energy evaluation and energy efficiency upgrades. The Company sells home energy efficiency evaluations to new solar energy system customers and existing customers. The Company�� energy efficiency upgrade products and services address heating and cooling, air sealing, duct sealing, water heating, insulation, furnaces, weatherization, pool pumps and lighting. As of December 12, 2012, the Company had completed over 13,000 home energy evaluations and performed more than 2,000 energy efficiency upgrades.
Other Energy Products and Services
The Company�� other energy products and services include electric vehicle charging and energy storage. The Company installs electric vehicle (EV) charging equipment that it sources from third parties. SolarCity markets EV equipment to residential and commercial customers through retail partnerships with companies, such as The Home Depot, and through EV manufacturers and dealerships, such as its partnership with Tesla Motors, Inc. The Company is developing a battery management system built on its solar energy monitoring communications backbone. As of December 12, 2012, the Company had over 100 energy storage pilot projects under contract. As of December 12, 2012, the Company had sold over 750 charging stations.
Enabling Technologies
The Company�� enabling technologies include SolarBid Sales Management Platform, SolarWorks Customer Management Software, Energy Designer, Home Performance Pro and SolarGuard and PowerGuide Proactive Monitoring Solutions. SolarBid is a sales management platform, which incorporates a database of rate information by utility, sun exposure, roof orientation and a range of other factors to enable a detailed analysis and customized graphical presentation of each customer� �s savin! gs.
SolarWorks is the software platform the Company uses to track and manage project. Energy Designer is a software application its field engineering auditors use to collect pertinent site-specific design details on a tablet computer. Home Performance Pro is its energy efficiency evaluation platform that incorporates the United States Department of Energy�� Energy Plus simulation engine. Home Performance Pro collects and stores details of a building�� construction and energy use. SolarGuard and PowerGuide provide its customers a view of their home�� or business�� energy generation and consumption.
The Company competes with American Solar Electric, Inc., Astrum Solar, Inc., Petersen Dean, Inc., Real Goods Solar, Inc., REC Solar, Inc., Sungevity, Inc., Trinity Solar, Inc., Verengo, Inc., SunRun Inc. and Ameresco, Inc.
Advisors' Opinion:- [By Travis Hoium]
Solar power accounted for 100% of the power added to the grid in March and has accounted for as much as 50% of the additions in the first quarter. Giant projects from solar heavies First Solar (NASDAQ: FSLR ) and SunPower (NASDAQ: SPWR ) are driving the utility industry, and SolarCity (NASDAQ: SCTY ) is building residential solar at a fevered pace. Erin Miller sat down with Motley Fool contributor Travis Hoium to see what this trend means for our energy future.
- [By Sara Murphy]
Tesla has a partnership with SolarCity (NASDAQ: SCTY ) �-- another Elon Musk vehicle -- to provide Tesla drivers with solar-fueled battery-recharging stations.�As I said above, EVs are complementary to renewable-energy deployment, particularly solar. In the new energy ecosystem, such partnerships will be critical to ongoing resilience.
- [By Alyce Lomax]
SolarCity (NASDAQ: SCTY ) has been one of the most successful IPOs of the year. Maybe it's an overvalued and risky stock -- high-flying IPOs can be recipes for disaster -- but one thing's for sure: There are reasons that investors are excited about its growth potential. Solar installations are its core business, and the signals are bullish. Last year, California alone booked a 26% increase in solar installations. Overall, solar installations in this year's first quarter increased by 33% -- not surprisingly led by California -- with increasing growth attributed to residential and business adoption.
- [By Steven Russolillo]
WATCH FOR: First-Quarter Productivity (8:30 a.m. Eastern Time): seen -1.1%; previously +1.8%. First-Quarter Unit Labor Costs (8:30): seen +2.8%; previously -0.1%. March Consumer Credit (3:00): seen +$16.1 B; previously $16.5B. Allergan(AGN), AOL(AOL), Avis Budget(CAR), CenturyLink, Chesapeake Energy(CHK), CF Industries(CF), Devon Energy(DVN), Duke Energy(DUK), Dynergy, Hertz, Humana, Keurig Green Mountain(GMCR), Lamar Advertising(LAMR), Molson Coors/Miller, Mondelez, Prudential, SolarCity(SCTY), Sotheby's(BID), Tesla Motors(TSLA), Transocean and 21st Century Fox are among companies scheduled to report quarterly results.
5 Best Sliver Stocks For 2014: 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 Matt DiLallo]
Canada's national tragedy
Unfortunately, the year was marred by more than just close calls. Earlier this month, a runaway train loaded with oil derailed in a quaint lakeside town in Quebec. An ensuing explosion caused an estimated 1.5 million gallons of oil to catch fire, ultimately killing 47 people. Despite a previously stellar safety record, oil-by-rail has seen several spills this year, including three small spills earlier this year by Canadian Pacific (NYSE: CP ) . Its largest accident resulted in a spill of 30,000 gallons of oil in Minnesota. However, those spills are really a drop in the bucket when compared with the devastating tragedy in Canada, which is by far the worst oil-by-rail disaster since the industry started relying on the rails because of a lack of pipeline capacity.� - [By Arjun Sreekumar]
Not surprisingly, Union Pacific (NYSE: UNP ) , one of largest rail companies in the U.S., tripled the amount of crude oil it shipped last year, while Berkshire Hathaway's (NYSE: BRK-B ) Burlington Northern Santa Fe, or BNSF, another rail giant, is currently moving about 650,000 barrels of crude oil per day, up from next to nothing just five years ago. And Canadian Pacific Railway (NYSE: CP ) expects to ship some 70,000 carloads of crude this year, up from just 500 in 2009.
- [By Marshall Hargrave]
Ackman and Pershing's largest position remains Canadian Pacific Railway (NYSE: CP). Back in 2011, Ackman launched a campaign to oust CP's CEO and install the former CEO of rival railroad company Canadian National. Ackman was successful, and the stock has been on a tear ever since, nearly tripling from his original investment.
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