Many oil and natural gas service companies called the fourth quarter of 2012 a trough in the North American market. By all accounts so far during this reporting period, that appears to be especially prescient. International heavyweights Halliburton (NYSE: HAL ) and Schlumberger (NYSE: SLB ) both witnessed signs that a second half turnaround us likely upon them and the industry as a whole.
What does that mean to Warren Buffett?
Well, a lot, really. For the last couple of quarters, Buffett has been adding stock in National Oilwell Varco (NYSE: NOV ) to his portfolio and for what appears to be good reason. The company is modestly priced compared to peers and has its hand in both on-land and offshore drilling markets. Replacing parts on rigs and upgrading global fleets is Varco's business, and there are no shortage of customers.�
With a great management team in place, tack-on acquisitions have created a full-service company that counts the majority of the drilling world as customers. If the conference call on Friday isn't full of positive news, I would be highly skeptical as to why after following the activity during the past week. �
Top 10 International Stocks To Own For 2014: Overhill Farms Inc.(OFI)
Overhill Farms, Inc. manufactures prepared frozen food products for branded retail, private label, foodservice, and airline customers. Its product line includes entrees, plated meals, bulk-packed meal components, pastas, soups, sauces, poultry, meat and fish specialties, and organic and vegetarian offerings. The company markets its products through its internal sales force, as well as through outside food brokers. Overhill Farms, Inc. was founded in 1968 and is headquartered in Vernon, California.
Top 10 International Stocks To Own For 2014: Air Methods Corporation(AIRM)
Air Methods Corporation, together with its subsidiaries, provides air medical emergency transport services and systems in the United States. It transports persons requiring intensive medical care from either the scene of accident or general care hospitals to highly skilled trauma centers or tertiary care centers. The company operates through three segments: Community-Based Services, Hospital-Based Services, and United Rotorcraft. The Community-Based Services segment provides air medical transportation services, including aircraft operation and maintenance, medical care, dispatch and communications, and medical billing and collection services. This segment operates 201 helicopters and 15 fixed wing aircraft in 29 states. The Hospital-Based Services segment offers air medical transportation services, and medically equipped helicopters and airplanes for hospitals. It operates 212 helicopters and 6 fixed wing aircraft in 34 states. The United Rotorcraft segment designs, manufa ctures, installs, and certifies modular medical interiors, multi-mission interiors, and other aerospace and medical transport products for domestic and international customers, as well as provides quality assurance and certification services. Air Methods Corporation was founded in 1982 and is headquartered in Englewood, Colorado.
Advisors' Opinion:- [By Brian Pacampara]
What: Shares of air medical transportation company Air Methods (NASDAQ: AIRM ) sank 12% today after its preliminary quarterly results disappointed�Wall Street. �
Top China Stocks To Watch For 2015: Leading Brands Inc(LBIX)
Leading Brands, Inc., together with its subsidiaries, engages in the development, production, marketing, and distribution of beverages in Canada, the western United States, and Asia. It also involves in beverage bottling, as well as in the sale, merchandising, brand development, brand licensing, and brand management of beverage products. The company?s principal product lines comprise juices and waters. It sells its products under TrueBlue, LiteBlue, and PureBlue brand names, as well as under licensed brand Stewart?s Fountain Classics. The company sells beverage products through its sales force, as well as through outside brokers and agents to retail, wholesale, and distribution outlets. The company was formerly known as Brio Industries Inc. and changed its name to Leading Brands, Inc. in October 1999. Leading Brands, Inc. was founded in 1986 and is headquartered in Vancouver, Canada.
Top 10 International Stocks To Own For 2014: Marin Software Inc (MRIN)
Marin Software Incorporated, incorporated on March 16, 2006, provides cloud-based digital advertising management platform to advertisers and agencies. The Company�� Revenue Acquisition Management platform is a software-as-a-service (SaaS), analytics, workflow, and optimization solution for marketing professionals, enabling them to manage their digital advertising spend across search, display, social and mobile advertising channels. Its platform integrates with publishers, such as Baidu, Bing, Facebook, Google, Yahoo! and Yahoo! Japan, as well as Web analytics and ad-serving solutions, and key enterprise applications to enable marketers to measure the return on investment of their marketing programs.
The Company�� software platform serves as a system-of-record for advertising performance, revenue and conversion data and allows advertisers to correlate advertising spend to subsequent revenue outcomes or business events. It enables its customers to simultaneously run large-scale digital advertising campaigns across multiple publishers and channels, making it easy for marketers to create, publish, modify and optimize campaigns in real time.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of Marin Software (NYSE: MRIN ) got clobbered today, down by as much as 21% after the company reported earnings.
So what: Revenue in the first quarter totaled $17.2 million, which resulted in a non-GAAP net loss of $9.4 million, or $0.39 per share. The freshly public software maker saw gross margin decline to 57%, and its losses grew from a year ago. Investors obviously wanted more.
Top 10 International Stocks To Own For 2014: Century Casinos Inc.(CNTY)
Century Casinos, Inc. operates as an international casino entertainment company in the United States and internationally. The company owns and operates the Century Casino & Hotel Cripple Creek in Cripple Creek; the Century Casino Calgary in Alberta, Canada; the Century Casino & Hotel in Central City, Colorado; and the Century Casino & Hotel in Edmonton, Canada. It also operates ship-based casinos aboard, including the Silver Cloud, the Mein Schiff, and three Oceania Cruises ships. The company, through its Austrian subsidiary, Century Casinos Europe GmbH, holds a 33.3% ownership interest in Casinos Poland Ltd, which owns and operates seven full casinos in Poland. The company also manages the casino at the Radisson Aruba Resort, and Casino & Spa in Aruba, Caribbean. Century Casinos, Inc. was founded in 1992 and is based in Colorado Springs, Colorado.
Top 10 International Stocks To Own For 2014: Powerlan Ltd(PWR.AX)
Clarity OSS Limited provides information technology products and services to the telecom industry in Australia and internationally. The company supplies software and related deployment services for operations automation to communications services providers. It offers a suite of products, including Clarity Infrastructure Management used to realize operational efficiency in infrastructure management, from project planning to ongoing asset and estate management; and Clarity Marketplace used to support retail, wholesale, and partner channels for customer account management, self-care, product ordering, settlements, and billing. The company also provides Clarity Fulfillment product to simplify the operational management of multi-technology and multi-vendor networks across inventory, provisioning, and activation; and Clarity Assurance product to monitor and manage networks performance and incidents for resolution. In addition, it offers a range of professional services, includin g software deployment services, education, and customer support. The company was formerly known as Powerlan Limited and changed its name to Clarity OSS Limited in January 2012. Clarity OSS Limited was founded in 1994 and is headquartered in North Sydney, Australia.
Top 10 International Stocks To Own For 2014: ProLogis(PLD)
Prologis Inc. is an independent equity real estate investment trust. It invests in the real estate markets across the globe. The firm engages in the ownership, development, management, and leasing of industrial distribution and retail properties. It was previously known as Security Capital Investment Trust. Prologis Inc. was formed in 1991 and is based in San Francisco, California with an additional office in Denver, Colorado.
Advisors' Opinion:- [By Ben Levisohn]
But the S&P 500′s biggest losers show the kind of carnage long predicted by those fearful of higher yields. How’s this for evidence: Real-estate investment trusts,�whose yields look more paltry with every tick higher in the 10-year Treasury, made up half of the top-10 losers. Prologis (PLD) fell 8.4% to $35.08, the Macerich Co. (MAC) dropped 8.2% to $56.72 and Health Care REIT (HCN) was off 8.1% at $58.57.
- [By Dimitra DeFotis]
Among real estate trusts:
American Tower��(AMT),�the diversified �REIT, is the best performer in the index.�It was�up 4.6% after saying�Friday it will buy the parent of tower operator Global Tower Partners for $4.8 billion. HCP (HCP), a healthcare REIT, was�up 3.3%. Prologis (PLD) an industrial REIT, was�up 2.8%. Vornado Realty Trust (VNO) was�up 2.7%. Boston Properties (BXP), the office REIT, was�up 2.3%. Equity Residential (EQR), a residential REIT, was�up 2.4%. Ventas (VTR), a healthcare REIT, was�up 2%. - [By Eric Volkman]
Prologis (NYSE: PLD ) has announced that it will sell 31 million new pieces of itself. That's the number of common shares it will float in an upcoming, underwritten public stock offering. The price of the shares will be $41.60 apiece, and the company's underwriters have been granted a 30-day purchase option for up to an additional 4.65 million shares to cover overallotments, if any.
Top 10 International Stocks To Own For 2014: Class Editori(CLE.MI)
Class Editori SpA engages in newspapers, magazines, digital satellite television (TV), digital terrestrial TV, radio, and electronic publishing businesses. The company publishes newspapers that provide news, features, and information of interest to economists, lawyers, tax specialists, bankers, and other professionals; and various magazines for business professionals and consumers. It also operates Class CNBC, an Italian business TV channel, which provides activities and events of Italian stock exchange and Davos world economic forum; Class TV Msnbc, a terrestrial digital information TV channel that offers information on the lives of Italians and weather news; ClassHorseTV, which provides horse events; and Class TV Moda, an Italian fashion channel that offers international events, fashion shows, and interviews with fashion celebrities and VIP guests at fashion shows, as well as other TV channels, such as Class Life. In addition, the company provides a mix of classical musi c and Italian, and international financial news. Further, it supplies data, information, and financial news through various platforms, including cable, satellite, Intranet, and the Internet. Class Editori SpA was founded in 1986 and is headquartered in Milan, Italy.
Top 10 International Stocks To Own For 2014: Tranzbyte Corp (ERBB)
The Tranzbyte Corporation, incorporated on November 12, 1998, is a driving force behind Altitude Organic Corporation, One Bode, The YO! Debit Card, and ProximaRF. Altitude Organic Corporation is a medical marijuana dispensary brand. It has developed retailing, branding, and commercial cultivating strategies in conjunction with its licensed medical marijuana retail dispensaries operating under the Altitude Organic Medicine brand name.
Tranzbyte houses the technology division, which is engaged in the sale of its optical media enhancement products to customers in the United States and Asia. Products in the Tranzbyte division include FLASHAlbum and FlixStix technologies that enable distributors of optical media (compact discs, digital video discs, etc.) to consolidate the features of each medium onto a single content-protected universal serial bus (USB) flash drive. One Bode has created an assortment of products focusing on plant-based nutrients and enzymes. Applied radio frequency identification (RFID) and its operating subsidiaries (www.proximarf.com), have a portfolio of RFID reader, sensor tag and data logging products.
Advisors' Opinion:- [By Peter Graham]
Small cap holding companies Sibling Group Holdings Inc (OTCMKTS: SIBE), Tranzbyte Corp (OTCMKTS: ERBB) and Readen Holding Corp (OTCMKTS: RHCO) are in the business of holding or acquiring other companies. They have also been getting some attention lately in various investment newsletters and not necessarily because of acquisitions or other news but rather because of a few recent paid promotions. With that in mind, here is a quick look and a reality check about all three:
Top 10 International Stocks To Own For 2014: Camco Financial Corporation(CAFI)
Camco Financial Corporation operates as the bank holding company for Advantage Bank that provides various financial products and services in Ohio, Kentucky, and West Virginia. The company offers a range of deposit products, including interest-bearing and non-interest bearing checking accounts, money market deposit accounts, regular savings accounts, health savings accounts, term certificate accounts, and retirement savings plans. It also provides commercial real estate and business loans; consumer loans; conventional fixed-rate and adjustable-rate mortgage loans for the construction, acquisition, or refinancing of single-family residential homes; and construction and permanent mortgage loans on condominiums, multi-family, and nonresidential properties. As of May 4, 2011, the company operated 22 offices. Camco Financial Corporation was founded in 1970 and is headquartered in Cambridge, Ohio.
Top 10 International Stocks To Own For 2014: Dragonwave Inc(DRWI)
Dragonwave Inc. provides wireless Ethernet equipment for emerging Internet protocol networks worldwide. It designs, develops, markets, and sells carrier-grade microwave radio frequency networking equipment that wirelessly transmit broadband voice, video, and other data between two points. The company?s products have application in the backhaul function in a wireless communications network, as well as in point-to-point transport in private networks, including municipal and enterprise applications. It markets its wireless carrier-Ethernet links under the Horizon trade name. The company also offers service delivery unit solution products based on pseudowire technology. It markets its products to communications service providers comprising cellular service providers and broadband wireless access service providers; wireless extension of fixed-line networks to directly connect high-bandwidth end-customers to the core network; and private networks of large multi-site organizatio ns directly, as well as through distributors and regional value-added resellers. The company was founded in 2000 and is headquartered in Ottawa, Canada.
Advisors' Opinion:- [By Monica Gerson]
DragonWave (NASDAQ: DRWI) soared 32.08% to $2.10 in the pre-market trading after the company reported that it has been selected as a microwave solutions provider for backhaul connectivity by Gogo (NASDAQ: GOGO).
- [By Bryan Murphy]
The bad new is, if you didn't catch my first bullish call on DragonWave, Inc. (NASDAQ:DRWI) from November 21st, you missed out on what would have been about a 20% gain. The good news is, it's still not too late to get into DRWI and rack up a very nice profit. In fact, the best days for DragonWave may be in front of it.
Top 10 International Stocks To Own For 2014: Ten Peaks Coffee Company Inc (TPK)
Ten Peaks Coffee Company Inc. (Ten Peaks) is a Canada-based company. It operates its business through its subsidiary, Swiss Water Decaffeinated Coffee Company Inc. (SWDCC), which is a green coffee decaffeinator located in Burnaby, British Columbia. It also owns and operates Seaforth Supply Chain Solutions Inc. (Seaforth), a green coffee handling and warehousing business located in Metro Vancouver. SWDCC is engaged in the coffee decaffeination business utilizing the branded Swiss Water Process of 100% chemical free green coffee decaffeination. SWDCC has two subsidiaries, which include Swiss Water Decaffeinated Coffee Co. USA, Inc, and Swiss Water Process Marketing Services Inc. On November 18, 2011, a subsidiary of Ten Peaks, Seaforth Supply Chain Solutions Inc., was incorporated. On January 1, 2011, in response to changes to the legislation governing the taxation of income trusts which made the income trust form of structure less advantageous, the Fund converted to a corporation. Advisors' Opinion:- [By Inyoung Hwang]
Travis Perkins Plc (TPK) lost 1.6 percent to 1,749 pence. The builders��merchant said its consumer division failed to grow on a comparable basis in the third quarter, slipping from an 8.6 percent increase in the two months ended June.
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