Monday, September 8, 2014

Best Railroad Companies For 2014

Many people out there are still skeptical about the science behind global warming. Heck, you may be one of them. How do climate scientists respond to questions such as, "What about the Bible?"

John Vechey of PopCap Games recently joined The Motley Fool for a climate change summit. His first panel guests were Dr. Rachel Cleetus, a climate economist with the�Union of Concerned Scientists,�and Dr. Joe Casola,�program director for science and impacts at the Center for Climate and Energy Solutions. They address some denialist comments tweeted during the discussions by invoking Christian values, points of economic agreement, and good old-fashioned common sense.

Dr. Casola reminds participants of three key opportunities in addressing climate change:

Energy efficiency: General Electric (NYSE: GE  ) is one of the pioneers of energy efficiency solutions, with its fingers in nearly all of the new energy pies. The massive conglomerate offers an entire array of products that improve the efficient operation of power plants, airplanes, railroad systems, and wind turbines, just to name a few. Enhanced oil recovery: BP (NYSE: BP  ) is pioneering efforts in enhanced oil recovery, a technology that improves the efficiency of a drilling site by extracting the maximum amount of oil from it. Water efficiency: Intel (NASDAQ: INTC  ) has an insatiable thirst for pure water in its chip manufacturing processes, so much so that the company started managing municipal water systems to secure its supply in the most efficient manner possible.

Check out the video to hear the scientists' response to climate denialists, as well as their take on opportunities in energy.

Top 5 Gold Stocks To Watch Right Now: NeoPhotonics Corp (NPTN)

NeoPhotonics Corporation, incorporated on October 31, 1996, is a designer and manufacturer of photonic integrated circuit (PIC)-based modules and subsystems for bandwidth-intensive, high-speed communications networks. The Company has a portfolio of over 300 products, including products that enable data transmission at 10 gigabytes per second, 40 gigabytes per second and 100 gigabytes per second, agility products, such as reconfigurable optical add/drop multiplexers (ROADMs) that allocate bandwidth to adjust for volatile traffic patterns, and access products that provide high-bandwidth connections to more devices and people over fixed and wireless networks. In October 2011, the Company acquired Santur Corporation. In June 2013, it announced first shipments of optical transceiver modules out of its new, high capacity factory in Dongguan, Guangdong Province, China.

The Company�� products are categorized in 34 product families. The Company sells its products to the network equipment vendors globally, including ADVA AG Optical Networking Ltd., Alcatel-Lucent SA, Ciena Corporation (including its recent acquisition of Nortel�� Metro Ethernet Networks business), Cisco Systems, Inc., FiberHome Technologies Group, ECI Telecom Ltd., Telefonaktiebolaget LM Ericsson, Fujitsu Limited, Harmonic, Inc., Huawei Technologies Co., Ltd., Mitsubishi Electric Corporation, NEC Corporation, Nokia Siemens Networks B.V. and ZTE Corporation.

The Company competes with Finisar Corporation, JDS Uniphase Corporation, MRV Communications, Inc., NTT Electronics Corporation and Sumitomo Electric Device Innovations, Inc.

Advisors' Opinion:
  • [By Anders Bylund]

    Close competitor NeoPhotonics (NYSE: NPTN  ) soared 15% higher. Larger rival JDS Uniphase (NASDAQ: JDSU  ) jumped 7.9% to become the fastest gainer on the S&P 500. If Ciena can beat its own expectations in selling Internet backbone equipment to a bevy of major telecoms, its chief rivals must eventually follow suit. JDS is only one month removed from its latest quarterly report, which sent shares diving 7% overnight (but all was forgiven a week later). NeoPhotonics also reported in early May, but didn't make any waves then.

Best Railroad Companies For 2014: Alimera Sciences Inc.(ALIM)

Alimera Sciences, Inc., a biopharmaceutical company, engages in the research, development, and commercialization of prescription ophthalmic pharmaceuticals. The company focuses on diseases affecting the back of the eye or retina. The company is developing ILUVIEN, an intravitreal insert in phase-3 clinical trials for the treatment of diabetic macular edema (DME), which is a disease of the retina that affects individuals with diabetes and could lead to severe vision loss and blindness. Its ILUVIEN insert designed to be inserted into the patient?s eye to release a daily dose of fluocinolone acetonide over an anticipated period of 24 to 36 months. The company also conducts phase-2 clinical trials on ILUVIEN for the treatment of the dry form of age-related macular degeneration (AMD), the wet form of AMD, and retinal vein occlusion. In addition, it conducts testing on two classes of nicotinamide adenine dinucleotide phosphate oxidase inhibitors. Further, the company develops I LUVIEN inserter, a custom insertion system for ILUVIEN. Alimera Sciences, Inc. was founded in 2003 and is headquartered in Alpharetta, Georgia.

Advisors' Opinion:
  • [By John Kell]

    Specialty pharmaceutical firm pSivida Corp.(PSDV) said the U.S. Food and Drug Administration didn’t approve a treatment for an eye disease found in patients with diabetes. The company’s stock tumbled 47% to $2 premarket, while shares of Alimera Sciences Inc.(ALIM) were down 39% to $1.66, as the treatment is licensed and sold by Alimera in other markets.

  • [By Smith On Stocks]

    This note focuses on the implications of the complete response letter (CRL) received by Alimera (ALIM) for Iluvien. This product was developed by pSivida (PSDV) but was partnered with Alimera. This report deals only with the investment significance for pSivida.

Best Railroad Companies For 2014: World Wrestling Entertainment Inc.(WWE)

World Wrestling Entertainment, Inc., an integrated media and entertainment company, engages in the sports entertainment business. The company develops content centered around its talent, and presents at its live and televised events featuring World Wrestling Entertainment. It operates through four segments: Live and Televised Entertainment, Consumer Products, Digital Media, and WWE Studios. The Live and Televised Entertainment segment conducts live events; produces television shows; sells merchandise at its live events; provides sponsorships, such as various promotional vehicles, including Internet and print advertising, arena signage, on-air announcements, and pay-per-view sponsorships for advertisers; offers television rights; and markets and promotes the storylines associated with pay-per-view events. It also provides WWE Classics On Demand, a subscription video on demand service that offers classic television shows, pay-per-view events, specials, and original programmi ng. This segment distributes its programming in approximately 30 languages and in approximately 145 countries. Its merchandise consists of various WWE-branded products, such as T-shirts, caps, and other novelty items. The Consumer Products segment licenses and sells retail products, including toys, video games, home videos, apparel, and books; and publishes magazines comprising lifestyle publications with native language editions in the UK, Mexico, Greece, and Turkey. The Digital Media segment operates Web sites; provides advertising services; sells merchandise on its Web site at WWEShop Internet storefront; and offers broadband and mobile content. The WWE Studios segment is involved in the distribution of entertainment films. This segment focuses on creating a mix of filmed entertainment. The company was founded in 1980 and is based in Stamford, Connecticut.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading DOWN
    Shares of World Wrestling Entertainment (NYSE: WWE) were 43.16 percent to $11.33 following announcement of NBCUniveral deal on Thursday. Benchmark downgraded WWE from Buy to Hold.

  • [By Eric Volkman]

    World Wrestling Entertainment (NYSE: WWE  ) has elected to maintain its dividend. The company declared a quarterly distribution of $0.12 per share of both its class A and B common stock, to be paid on Sept. 25 to shareholders of record as of Sept. 13. That amount matches each of the company's previous distributions stretching back to June 2011. Before that, it paid out considerably more at $0.36 per share.

  • [By Ben Levisohn]

    Stocks have battled back to little changed after falling this morning, as stocks like World Wrestling Entertainment (WWE) and Oshkosh (OSK) make big moves.

Best Railroad Companies For 2014: Digital Realty Trust Inc.(DLR)

Digital Realty Trust, Inc., a real estate investment trust (REIT), through its controlling interest in Digital Realty Trust, L.P., engages in the ownership, acquisition, development, redevelopment, and management of technology-related real estate. It focuses on strategically located properties containing applications and operations critical to the day-to-day operations of technology industry tenants and corporate enterprise datacenter users, including the information technology departments of Fortune 1000 companies, and financial services companies. The company?s property portfolio consists of Internet gateway properties, corporate datacenter properties, technology manufacturing properties, and regional or national offices of technology companies. As of December 31, 2008, Digital Realty?s portfolio consisted of 75 properties, including 62 located in North America and 13 located in Europe. Digital Realty Trust has elected to be treated as a REIT for federal income tax purpo ses and would not be subject to income tax, if it distributes at least 90% of its REIT taxable income to its stockholders. The company was founded in 2004 and is headquartered in San Francisco, California with additional offices in Boston, Chicago, Dallas, Los Angeles, New York, Northern Virginia, and Phoenix, as well as in Dublin, London, and Paris.

Advisors' Opinion:
  • [By Brad Thomas]

    REITs mentioned: (VTR), (OHI), (O), (DLR), (HCP), (HTA), (KIM), (FRT), (SPG), and (SKT).

    Note: This article is intended to provide information to interested parties. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks mentioned or recommended.

  • [By Bill Stoller]

    The first half of 2014 has been particularly successful for shareholders of both industry giant $7.9 billion Digital Reality Trust (NYSE: DLR  ) and its much smaller rival QTS, which currently sports a market cap of just $837 million. At first I was a bit stunned that Digital Realty didn't snag this deal. Digital has an extensive global footprint similar to both Atos and McGraw Hill.

Best Railroad Companies For 2014: Ashland Inc. (ASH)

Ashland Inc. operates as a specialty chemicals company in the United States and internationally. Its Ashland Aqualon Functional Ingredients segment produces cellulose ethers; and specialty additives and functional ingredients. Its products offer functionality, such as thickening and rheology control; water retention; adhesive strength; binding power; film formation; protective colloid, suspending, and emulsifying action; foam control; and pH stability. The company?s Ashland Hercules Water Technologies segment manufactures papermaking chemicals and supplies specialty chemicals. It offers sizing agents, wet/dry strength additives, and crepe and release additives for tissue manufacturing; and deposit control agents, defoamers, biocides, and other process additives. This segment also provides specialized chemicals and consulting services for the utility water treatment; and performance-based feed and control systems; and monitoring devices and remote system surveillance. Its A shland Performance Materials segment manufactures and supplies specialty chemicals and customized services to the building and construction, transportation, metal casting, packaging and converting, and marine markets. It also offers unsaturated polyester and vinyl ester resins, and gelcoats; adhesives and specialty resins; and metal casting consumables and design services. The company?s Ashland Consumer Markets segment produces and markets packaged automotive lubricants, chemicals, appearance products, antifreeze, and filters to the private passenger car, light truck, and heavy duty markets. It also operates a quick-lube franchise under the name of Valvoline Instant Oil Change. The company was founded in 1918 and is headquartered in Covington, Kentucky.

Advisors' Opinion:
  • [By Victor Selva] ow such a promising comeback, and the drop in revenue during 2012 was anticipated by investor Jean-Marie Eveillard (Trades, Portfolio), who sold out his 3.9 million share position by the third quarter of that year.

    Another industry giant, Huntsman Corporation (HUN) did show more promising results, and less volatile revenues during these last years. This, of course, has led to a high price to earnings ratio discouraging investors as we see later.

    Geographically Diversified

    On 2012, almost 50% of Eastman sales were generated in North America, while more than 25% were in Asia and 20% in Europe, Middle East and Africa. This diversification is to be taken into account since it guarantees long-term revenue, even if cigarette consumption decreases in some specific region (for instance, American sales declined �in recent years), which would stabilize acetate tow demands worldwide.

    Industrial Background and Gurus��Preference

    Eastman�� earnings per share growth was significantly higher than industry median (46.9% vs. 5.2%) but so was Huntsman��, at 46.5%. The critical difference between these two industry giants stands out by looking at their price to earnings: Eastman�� is below median (16.4 vs. 19.1) while Huntsman rose up to 130.1, thus entailing a significant price premium relative to industry peers��average.

    Although Ashland does have an inferior price to earnings ratio than Eastman�� (11.5), there�� a significant difference in their earnings per share growth: 27%, probably caused by a decline in revenue.

    This might have been one of the reasons that motivated investors David Dreman (Trades, Portfolio) and Joel Greenblatt (Trades, Portfolio) to significantly reduce their stake in Huntsman (both of them by more than 80% margin). In contrast, Leon Cooperman (Trades, Portfolio) and Scott Black (Trades, Portfolio), reinforced their positions in Eastman. Most notably, Ray Dalio (Trades, Portfolio)

  • [By GuruFocus]

    George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated

  • [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 Ashland (NYSE: ASH  ) , whose recent revenue and earnings are plotted below.

  • [By Shauna O'Brien]

    Jefferies reported on Thursday that it has cut its rating on chemical company Ashland Inc. (ASH).

    The firm has downgraded ASH from “Buy” to “Hold,” and has lowered the company’s price target from $104 to $97. This price target suggests a 9% upside from the stock’s current price of $88.47.

    Analyst Laurence Alexander commented: “Investor confidence in the asset shuffling thesis may not withstand 2-3 more rounds of downward revisions to EPS and FCF forecasts for 2014E-2016E.”

    “Pension headwinds, incentive comp, Valvoline marketing expenses, sluggish end markets: in our view, it all adds up, and makes further multiple expansion more difficult.”

    Looking ahead, the firm has reduced estimates for the fourth quarter from $1.70 to $1.59 per share. For FY2013, earnings estimates have been lowered from $6.25 to $6.15 per share. FY2014 estimates have been cut from $7.45 to $6.75 per share.

    Ashland shares were mostly flat during pre-market trading Thursday. The stock is up 10% YTD

Best Railroad Companies For 2014: Bravo Brio Restaurant Group Inc.(BBRG)

Bravo Brio Restaurant Group, Inc. owns and operates Italian restaurant brands in the United States. Its brands include BRAVO! Cucina Italiana, and BRIO Tuscan Grille. The company also operates an American-French bistro restaurant under the brand Bon Vie. As of March 02, 2012, it owned and operated 95 restaurants in 30 states. The company was formerly known as Bravo Development, Inc. and changed its name to Bravo Brio Restaurant Group, Inc. in June 2010. Bravo Brio Restaurant Group, Inc. was incorporated in 1987 and is based in Columbus, Ohio.

Advisors' Opinion:
  • [By Shaun Currie, CFA]

    Bravo Brio Restaurant Group (BBRG) presented at a retail/restaurant conference on Tuesday and provided very important information to investors. To give some background, the stock has been an underperformer for two reasons:

  • [By Rick Munarriz]

    Bravo Brio Restaurant Group (NASDAQ: BBRG  ) saw comps slide 1.6% at BRAVO! Cucina Italiana and a steeper 3.2% drop at Brio Tuscan Grille. However, the midpoint of its comps guidance for all of 2013 suggests that the operator of modestly upscale Italian restaurants will check in with positive same-store sales for the balance of the year.

  • [By CRWE]

    Bravo Brio Restaurant Group, Inc. (Nasdaq:BBRG) owner and operator of the BRAVO! Cucina Italiana (BRAVO!) and BRIO Tuscan Grille (BRIO) restaurant concepts, will host a conference call to discuss third quarter 2012 financial results on Tuesday, October 23, 2012 at 5:00 PM ET.

  • [By Monica Wolfe]

    Bravo Brio Restaurant Group (BBRG)

    During the second quarter Ashton increased his position in Bravo Brio by 540%. Ashton purchased 108,000 shares at a second quarter price range of $15.37 to $19.01, with an estimated average price range of $17.28. Since then the price per share has dropped approximately -8.7%.

Best Railroad Companies For 2014: Targa Resources Inc.(TRGP)

Targa Resources Corp., through its general and limited partner interests in Targa Resources Partners LP, provides midstream natural gas and natural gas liquid (NGL) services in the United States. It engages in gathering, compressing, treating, processing, and selling natural gas, as well as storing, fractionating, treating, transporting, and selling NGLs and NGL products. The company owns interests in or operates approximately 11,372 miles of natural gas pipelines and approximately 800 miles of NGL pipelines, with natural gas gathering systems covering approximately 13,500 square miles and 22 natural gas processing plants with access to natural gas supplies in the Permian Basin, the Fort Worth Basin, the onshore region of the Louisiana Gulf Coast and the Gulf of Mexico. It owns and operates 39 storage wells with a net storage capacity of approximately 65 million barrels; and 16 storage, marine, and transport terminals with above ground storage capacity of approximately 1.4 million barrels. Targa Resources Corp. sells its services to refineries, petrochemical manufacturers, propane distributors, multi-state retailers, independent retailers, and other industrial end-users. The company was founded in 2003 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Garrett Cook]

    Targa Resources (NYSE: TRGP) was down, falling 5.33 percent to $142.59. On Thursday, Targa confirmed that it had high level discussions to be acquired by Energy Transfer Equity, but the talks have been terminated.

  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Midstream energy company Targa Resources Corp.(TRGP) said it had terminated “high-level preliminary discussions” on a potential merger with Energy Transfer Equity LP(ETE). Targa shares dropped 9.7% to $136 premarket.

  • [By Robert Rapier]

    Some of our portfolio picks that are suitable for IRA accounts include Kinder Morgan (KMI), Williams (WMB), Targa Resources (TRGP) and Navios Maritime Partners (NMM).

  • [By Dividends4Life]

    This week a few companies answered the call and rewarded their shareholders with higher cash dividends:

    Consolidated Edison Inc. (ED) engages in regulated electric, gas, and steam delivery businesses. January 16th the company increased its quarterly dividend 2.4% to $0.63 per share. The dividend is payable March 15, 2014, to stockholders of record on February 12, 2014. The yield based on the new payout is 4.7%.

    Cousins Properties Incorporated (CUZ), a real estate investment trust (REIT), owns, develops, and manages real estate portfolio, as well as performs certain real estate-related services. January 16th the company increased its quarterly dividend 66.7% to $0.075 per share. The dividend is payable February 24, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.8%.

    Wisconsin Energy Corporation (WEC) generates and distributes electric energy, as well as distributes natural gas. The company operates in two segments, Utility Energy and Non-Utility Energy. January 16th the company increased its quarterly dividend 2% to $0.3900 per share. The dividend is payable March 1, 2014, to stockholders of record on February 14, 2014. The yield based on the new payout is 3.8%.

    BlackRock Inc. (BLK) is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors. January 16th the company increased its quarterly dividend 14.9% to $1.93 per share. The dividend is payable March 24, 2014, to stockholders of record on March 7, 2014. The yield based on the new payout is 2.4%.

    ONEOK Inc. (OKE) operates as a diversified energy company in the United States. January 15th the company increased its quarterly dividend 5.3% to $0.40 per share. The dividend is payable February 18, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.5%.

    Omega Healthcare Investors Inc. (OHI) is a real es

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