The new U.S. Secretary of Energy, Ernest Moniz, is clearly a believer that the country absolutely must become more self-sufficient with the nation's energy supplies. He recently outlined three points of focus in order to make this a reality: increase our efficiency, electrify our transportation sector, and utilize alternative fuels.
In the following video, Motley Fool energy analysts provide you with details on a variety of companies that are already addressing these issues, and offer reasons why they might be worth consideration for your investment portfolio.�
One such company has been attempting to capitalize on the the movement toward alternative energy as it continues gaining momentum. This potential opportunity in this field is Clean Energy Fuels, which focuses its natural gas efforts primarily on trucking and fleet vehicles. It's poised to make a big impact on an essential industry. Learn everything you need to know about Clean Energy Fuels in The Motley Fool's premium research report on the company. Just click here now to claim your copy today.
Hot Energy Stocks To Invest In Right Now: Brady Corp (BRC)
Brady Corporation (Brady), incorporated in 1914, is an international manufacturer of identification solutions and specialty materials that identify and protect premises, products and people. Brady provides customers with a range of customized and diverse products for use in various applications. The Company is organized and managed on a geographic basis within three regions: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific, which are the segments. Across these regions, the Company operates three primary business platforms: Identification Solutions (ID Solutions), Direct Marketing and Die-Cut. During the fiscal year ended July 31, 2012 (fiscal 2012), the Company�� revenue included Americas 45%, EMEA 29% and Asia-Pacific 26% respectively. During fiscal 2012, the Company�� ID Solutions generated 56%, Direct Marketing 27% and Die-Cut 17% of revenue. In December 2012, Water Street Healthcare Partners sold Precision Dynamics Corporation (PDC) to the Company.
ID Solutions
Within the ID Solutions platform, Brady�� product categories include workplace safety and compliance, which includes facility identification, labeling systems, spill control, lockout/tagout, and software services; product identification, which includes materials and printing systems for product identification, brand protection labeling, work in process labeling, finished product identification, and bar coding that performs under a range of harsh or demanding conditions; wire identification, which includes handheld printers, wire markers, sleeves and tags, and people identification, which includes self-expiring name tags, badges, lanyards, and access control software and products. Approximately 75% of ID Solutions products are sold under the Brady brand.
Safety and facility identification products are also marketed under the Safety Signs Service brand, with some lockout/tagout products offered under the Scafftag brands. In the United States, identification products for the u! tility industry are marketed under the Electromark brand, and spill-control products are marketed under the Sorbent Products Company brand; security and identification badges and systems are included in the Temtec, B.I.G., Identicard/Identicam, STOPware, J.A.M. Plastics, PromoVision, and Brady People ID brands; wire identification products are marketed under the Modernotecnica brand in Italy and the Carroll brand in Australia; hand-held regulatory documentation systems are available under the Tiscor brand, and custom labels and nameplates are available under the Stickolor brand in Brazil.
The Company�� ID Solutions platform offers products with rapid response and superior service to provide solutions to customers. The business markets and sells products through multiple channels, including distributors, direct sales, mail-order-catalog marketing, and electronic access through e-commerce. The ID Solutions platform serves customers in many markets, which include industrial manufacturing, electronic manufacturing, chemical, oil, gas, food and beverage, aerospace, defense, mass transit, electrical contractors, and telecommunications, among others. The ID Solutions platform provides differentiated, products, many which have been internally developed and manufactured. These internally developed products include materials, printing systems, and software.
Direct Marketing
Within the Direct Marketing business platform, Brady�� product categories include workplace safety and compliance products, which include informational signs, tags, security and traffic related products, first aid supplies, material handling, asset identification, safety and facility identification, and regulatory products. Products within the Direct Marketing platform are sold under a range of brands, including safety and facility identification products offered under the Seton, Emedco, Signals, Safetyshop, Clement and Personnel Concepts brands; spill-control products under the D.A.W.G. brand, and ! first aid! supplies under the Accidental Health and Safety, Trafalgar, and Securimed brands. The Direct Marketing platform markets and sells products through multiple channels, which include catalog, telemarketing and e-commerce. The business serves customers in many markets, which include process industries, manufacturers, government, education, construction, and utilities. The Direct Marketing platform manufactures a range of stock and custom identification products, and also sells a range of related resale products.
Die-Cut
Within the Die-Cut business platform, the Company's products include customized precision die-cut products used to seal, dissipate heat, insulate, protect, shield, or provide other mechanical performance properties. Products within the Die-Cut platform are sold primarily under the Brady brand, with some European business marketed as Balkhausen products. The business sells through a technical direct sales force, and is supported by global strategic account management. The Die-Cut platform serves customers in many markets, which include mobile handset, hard disk drive, consumer electronics, other computing devices, as well as products for the automotive and medical equipment markets. The Die-Cut platform consists of engineered customized products, manufactured to specific customer requirements.
Advisors' Opinion:- [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 Brady (NYSE: BRC ) , whose recent revenue and earnings are plotted below. - [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 Brady (NYSE: BRC ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is Brady doing by this quick checkup? At first glance, OK, it seems. Trailing-12-month revenue increased 1.7%, and inventory decreased 6.1%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue shrank 7.8%, and inventory shrank 6.1%. Over the sequential quarterly period, the trend looks healthy. Revenue dropped 5.7%, and inventory dropped 20.2%.
Top Trucking Stocks To Invest In Right Now: American Water Works(AWK)
American Water Works Company, Inc. provides water and wastewater services to residential, commercial, industrial, public, and other customers in the United States and Canada. As of December 31, 2010, the company served approximately 15 million people with drinking water, wastewater, and other water-related services in approximately 30 states and 2 Canadian provinces. It owned approximately 90 surface water treatment plants, 600 groundwater treatment plants, 1,200 groundwater wells, 60 wastewater treatment facilities, 1,300 treated water storage facilities, 1,300 pumping stations and 100 dams, and 49,000 miles of mains and collection pipes. American Water Works Company also enters into public/private partnerships, including operation and maintenance contracts; and design, build, and operate contracts for the provision of services to water and wastewater facilities for municipalities and the United States military. In addition, it enters into contracts to operate and maintai n water and wastewater facilities for the United States military, municipalities, the food and beverage industry, and other customers; and provides services to domestic homeowners to protect against the cost of repairing broken or leaking pipes inside and outside their homes. Further, the company provides biosolids management, transport, and disposal services to municipal and industrial customers. Additionally, it offers granular carbon technologies and products for cleansing water and wastewater, wastewater residuals management services, and water and wastewater facility engineering services. The company was founded in 1886 and is based in Voorhees, New Jersey.
Advisors' Opinion:- [By David Dittman]
Question: I’ve been trying to buy American Water Works Inc (NYSE: AWK) at a level that would provide me a 3 percent dividend yield. Do you think this is possible? I’ve been waiting awhile.
- [By Rich Duprey]
The country's largest water utility is getting larger. American Water (NYSE: AWK ) subsidiary Pennsylvania American Water -- that state's largest utility -- has acquired�a municipal wastewater system in Beaver County that provides wastewater collection and treatment services to approximately 500 customers in Koppel Borough and a portion of Big Beaver Borough.
- [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does American Water Works (NYSE: AWK ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.
- [By Ben Levisohn]
Strategist Andrew Garthwaite and team explain why companies like Sprint (S),� American Water Works (AWK), Volcano (VOLC), Southern (SO) and Level 3 Communications�(LVLT) could get hit by the taper:
Top Trucking Stocks To Invest In Right Now: Fly Leasing Limited (FLY)
Fly Leasing Limited leases commercial jet aircraft worldwide. The company purchases and leases commercial aircraft under multi-year contracts to various airlines. It owns 106 aircraft. The company was formerly known as Babcock & Brown Air Limited and changed its name to Fly Leasing Limited in June 2010. Fly Leasing Limited was founded in 2007 and is headquartered in Dun Laoghaire, Ireland.
Advisors' Opinion:- [By Rich Smith]
Airbus and Boeing might be in line for new orders from aircraft leasing company FLY Leasing (NYSE: FLY ) , which announced Monday that it has increased the size of its�aircraft acquisition�facility -- financing for aircraft purchases -- from $250 million to $450 million.
- [By Rich Duprey]
Aircraft-leasing specialist�FLY Leasing (NYSE: FLY ) announced today its second-quarter dividend of $0.22 per share, the same rate it's paid for the past four quarters after raising the payout 20%, from $0.20 per share.
- [By Selena Maranjian]
FLY Leasing (NYSE: FLY ) is also among the high dividend stocks focused on leasing. The company leases commercial jets to airlines. Based in Ireland, it offers an attractive proposition to airlines, leasing them newer, more fuel-efficient planes, and helping them avoid the major expense of buying new aircraft. FLY Leasing's dividend took a tumble in 2009, from $0.50 per quarter to $0.20, but it got a 10% bump in 2012, and recently yielded 5.4%. Its payout ratio is also below 50%, affording room for growth. The stock seems quite attractively priced, too, with a recent P/E ratio of 7.4 and a forward P/E of not much more than 4. It's not growing as rapidly as some peers, but it is growing, and is also carrying relatively less debt than various peers and working on paying it down.
Top Trucking Stocks To Invest In Right Now: Nordson Corporation(NDSN)
Nordson Corporation manufactures equipment used for precision dispensing, testing and inspection, and surface preparation and curing. Its Adhesive Dispensing Systems segment manufactures equipment for applying adhesives, lotions, and liquids to disposable products; automated adhesive dispensing systems for the food and beverage, and packaged goods industries; hot melt and cold glue adhesive dispensing systems for the paper and paperboard converting industries; adhesive and sealant dispensing systems for bonding or sealing plastic, metal, and wood products; and laminating and coating systems to manufacture continuous-roll goods in the nonwovens, textile, paper, and flexible-packaging industries. The company?s Advanced Technology Systems segment comprises automated gas plasma treatment systems used to clean and condition surfaces for the semiconductor, medical, and printed circuit board industries; controlled manual and automated systems for applying materials in customer pr ocesses requiring precision and material conservation; ultraviolet equipment used in curing and drying operations for specialty coatings, semiconductor materials, and paints; and bond testing and automated optical and x-ray inspection systems used in the semiconductor and printed circuit board industries. Its Industrial Coating Systems segment provides automated and manual dispensing systems used for applying coatings, paint, finishes, sealants, and other materials. Nordson Corporation markets its products in the United States and internationally through a direct sales force, as well as through qualified distributors and sales representatives. It serves various markets, including the appliance, automotive, bookbinding, container, converting, electronics, food and beverage, furniture, life sciences and medical, metal finishing, non woven, packaging, and semiconductor industries. The company was founded in 1935 and is headquartered in Westlake, Ohio.
Advisors' Opinion:- [By Lauren Pollock]
Nordson Corp.'s(NDSN) fiscal fourth-quarter earnings fell 12% on weaker demand, though the maker of dispensing equipment noted improvement in recent order trends.
- [By Travis Hoium]
What: Shares of industrial product manufacturer Nordson (NASDAQ: NDSN ) dropped as much as 10% today after the company reported fiscal second-quarter earnings.
Top Trucking Stocks To Invest In Right Now: YPF Sociedad Anonima(YPF)
YPF SOCIEDAD ANONIMA, an energy company, engages in the exploration, development, and production of crude oil, natural gas, and liquefied petroleum gas (LPG) in Argentina. The company also involves in refining, marketing, transportation, and distribution of oil and a range of petroleum products, petroleum derivatives, petrochemicals, LPG, and bio-fuels; and gas separation and natural gas distribution operations. As of December 31, 2010, it had proved reserves of approximately 531 million barrels of oil and 2,533 billion cubic feet of gas; and retail distribution network of 1,622 YPF-branded service stations for automotive petroleum products. The company?s crude oil transportation network includes approximately 2,700 kilometers of crude oil pipelines with approximately 640,000 barrels of aggregate daily transportation capacity of refined products; crude oil tankage of approximately 7 million barrels; and terminal facilities at 5 Argentine ports. In addition, it participates in 3 power stations with an aggregate installed capacity of 1,622 megawatts. The company was founded in 1977 and is based in Buenos Aires, Argentina. YPF SOCIEDAD ANONIMA is a subsidiary of Repsol YPF, S.A.
Advisors' Opinion:- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
- [By Taylor Muckerman]
This news is obviously great for a country that's been struggling with its ability to keep up with increased energy demand, along with some pretty serious bouts of inflation recently. But what does it mean for the energy companies that have been risking capital to explore for these reserves? Well, following the country's nationalization of YPF (NYSE: YPF ) from Repsol last May, it needed some form of positive news to woo companies back.
Top Trucking Stocks To Invest In Right Now: Morgan Stanley China A Share Fund Inc.(CAF)
Morgan Stanley China A Share Fund, Inc. is a closed-ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. It is co-managed by Morgan Stanley Investment Management Company. The fund invests in the public equity markets of China. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the growth stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International China A Share Index. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States.
Advisors' Opinion:- [By pamatlarge]
As the Chinese economy slows down, investors can profit by shorting a long ETF that holds Chinese stocks in major industries. The iShares China Large-Cap ETF (FXI) has a market cap of $5.12 billion and is among the most heavily traded ETFs. The ETF concentrates its holdings in financial services, communication services and technology. The SPDR China ETF (GXC) is another large-cap ETF that is heavily invested in Chinese financial service companies and technology companies. The Morgan Stanley China A Share Fund (CAF) has a much smaller market cap of $474 million. This ETF invests in a broad range of industries including Chinese commercial banks, insurance companies and pharmaceutical companies. Holding a short position with these ETFs could pay off when one or more sections hits a downturn.
Top Trucking Stocks To Invest In Right Now: Seattle Genetics Inc.(SGEN)
Seattle Genetics, Inc., a clinical stage biotechnology company, focuses on the development and commercialization of monoclonal antibody-based therapies for the treatment of cancer and autoimmune diseases in the United States. Its lead product, SGN-35 is in pivotal trial stage used for the treatment of patients with relapsed or refractory hodgkin lymphoma. The company?s other product candidates in various stages of clinical trials include SGN-75, which is in Phase I clinical trials for metastatic renal cell carcinoma and non-Hodgkin lymphoma; ASG-5ME, a preclinical antibody-drug conjugate product candidate for the treatment of solid tumors; dacetuzumab (SGN-40), a humanized anti-CD40 antibody; SGN-70, a humanized anti-CD70 antibody for the treatment of autoimmune diseases; and SGN-19A, a preclinical antibody-drug conjugate product candidate for the treatment of hematologic malignancies. It has collaborations with Bayer Pharmaceuticals Corporation; Celldex Therapeutics, Inc .; Daiichi Sankyo Co., Ltd.; Genentech, Inc.; GlaxoSmithKline LLC; Millennium; and PSMA Development Company LLC. The company also has an antibody-drug conjugates co-development agreement with Agensys, Inc.; and Genmab A/S. Seattle Genetics, Inc. was founded in 1997 and is headquartered in Bothell, Washington.
Advisors' Opinion:- [By Henry Kawabe]
One of the variables that differentiates SMDCs from another cancer treatment in development, like Seattle Genetics' (SGEN) antibody-drug conjugates (ADC), are that SMDCs are 100-150 times smaller than an antibody. These small conjugates are able to penetrate solid tumors more effectively than large molecules ADCs. In preclinical studies, Endocyte saw a 20 to 30 fold improvement in drug concentration inside solid tumors with small molecule drug conjugates compared to large molecule drug conjugates. The small size also demonstrated faster excretion, which helped to reduce the drug's toxicity.
- [By Henry Kawabe]
A number of analysts believe the stock of the biotech company Seattle Genetics (SGEN) has risen too high too quickly to support its current price, and have issued much lower target prices on the stocks than where it currently sits. On Thursday August 1st, Analysts at Cantor Fitzgerald issued a target price of $24 a share with a "sell" recommendation as they see the potential downside of the stock could drop 40.77% from its July 31st close. Previously, on June 10th, Zacks downgraded the stock and placed a price target of $41.20 per share. In May, analysts at UBS AG issued a price target from $30.00 to $36.00 giving the stock a "neutral" rating, while analysts at Leerink Swann issued a price target of $42.00. So far, the analysts have been wrong as Seattle Genetics has blown past their price targets, and as of August 2nd, the stock continued to rise, closing at $43.28 per share.
- [By Roberto Pedone]
One biotechnology player that insiders are snapping up a huge amount of stock in here is Seattle Genetics (SGEN), which develops and commercializes monoclonal antibody-based therapies for the treatment of cancer and autoimmune disease. Insiders are buying this stock into huge strength, since shares are up sharply by 72% so far in 2013.
Seattle Genetics has a market cap of $4.9 billion and an enterprise value of $4.5 billion. This stock trades at a premium valuation, with a price-to-sales of 19.09 and a price-to-book of 21.65. Its estimated growth rate for this year is -37%, and for next year it's pegged at -6.3%. This is a cash-rich company, since the total cash position on its balance sheet is $373.85 million and its total debt is zero.
A director just bought 1,005,901 shares, or about $43.44 million worth of stock, at $42.31 to $43.98 per share.
From a technical perspective, SGEN is currently trending above its 200-day moving average and just below its 50-day moving average, which is neutral trendwise. This stock has been downtrending over the last few weeks, with shares dropping from its high of $45.37 to its intraday low of $39.85 a share. During that move, shares of SGEN have been consistently making lower highs and lower lows, which is bearish technical price action.
If you're bullish on SGEN, then I would look for long-biased trades as long as this stock is trending above its 200-day of $38.40 or above more near-term support at $36.79 and then once it takes out its 50-day at $41.02 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average volume of 856,995 shares. If we get that move soon, then SGEN will set up to re-test or possibly take out its next major overhead resistance levels at $45.37 $46.48 a share. Any high-volume move above those levels will then give SGEN a chance to tag its 52-week high at $49.23 a share.
- [By Rich Bieglmeier]
[Related -Seattle Genetics, Inc. (SGEN), Takeda Report Encouraging Data From ADCETRIS Study]
Let's take a look at what $2 billion in ADCETRIS sales could mean for the stock price and where SGEN shares would need to trade to become a low-end large cap stock.
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