Top Industrial Disributor Companies To Buy For 2014

Below is the verbatim transcript of Roongta's interview with CNBC-TV18.

Q: How Reserve Bank of India's move will impact the small investors; a lot of them would have moved into debt mutual funds, fixed income funds in the past six months when the feeling was that it will give returns. What happens to them, should they move out, should they stay put?

A: We have seen some more measures being implemented last evening wherein the sole objective is to suck out the liquidity, which is there in the system. Once this liquidity is going to be out of the system the rates are going to move up.

We have already seen in the last few weeks that the 10-year benchmark yields have gone up by about 70-80 bps and it is at about 8.3 currently. The hike in the rate is having a negative impact on the debt funds. So, all those people who have currently been invested into debt funds are already experiencing negative return even from liquid fund and the situation doesn't seem to get better in the coming days. We had a view some time back that we take a wait and watch situation and will take a call if there is any development in the next couple of weeks.

Top 5 Consumer Stocks To Buy For 2015: MSCI Inc (MSCI)

MSCI Inc., together with its subsidiaries, provides a suite of performance, risk management, and corporate governance products and services worldwide. The company operates in two segments, Performance and Risk, and Governance. The Performance and Risk segment offers investment decision support tools, including equity indices, real estate indices and benchmarks, portfolio risk and performance analytics, and credit analytics, as well as environmental, social, and governance products. Its products are used in various investment processes, including portfolio construction and rebalancing, performance benchmarking and attribution, risk management and analysis, regulatory and client reporting, index-linked investment product creation, asset allocation, social responsibility assessment, environmental stewardship, investment manager selection, and investment research. The Governance segment provides corporate governance products and services, and specialized financial research and analysis services to institutional investors and corporations. It facilitates the voting of proxies by institutional investors and provides in-depth research and analysis to help inform voting decisions and identify issuer-specific risk; and offers global equity security coverage, and integrated products and services, including proxy voting, policy creation, research, vote recommendations, vote execution, post-vote disclosure, and reporting and analytical tools. This segment also provides class action monitoring and claims filing services to aid institutional investors in the recovery of funds from securities class action settlements. The company offers its products and services under the MSCI, MSCI ESG, Barra, RiskMetrics, ISS, FEA, IPD, and CFRA brands. Its clients include asset owners, institutional and retail asset managers, and financial intermediaries. The company was founded in 1998 and is headquartered in New York, New York.

Advisors' Opinion:

• [By Benjamin Shepherd]

  The iShares MSCI Emerging Markets Index (NYSE: EEM) seems to have halted its slide.� The index bottomed out year-to-date on February 3, when it was down 11.2 percent. Since then, it has gained 1.5 percent, but bargains in the emerging markets still abound.
  
  As I discussed in �� Plan, Not a Panic��two weeks ago, emerging markets are in much better economic shape today than they were even just a few years ago, much less during the currency crisis that peaked in 1998. Foreign exchange reserves are generally much more robust, budget deficits are narrower if they exist at all and, so far at least, the full-blown currency war that many were predicting last year isn�� likely to breakout.
  
  With rationality finally setting in, this is a terrific time to do a little bargain hunting in the emerging markets.
  
  The most obvious play here is the iShares MSCI Emerging Markets Index itself. Covering China (18.8 percent of assets), South Korea (16 percent), Taiwan (12 percent) and Brazil (10.2 percent) with smaller positions spanning Asia and Europe, the fund is most exposed to any shift in sentiment.
  
  The fund is currently trading at just 10.2 times forward one-year earnings, well below its average of about 18 times over the past two decades. On a price-to-sales basis it is even more attractive valued at just 1.03 times; the last time the index was this cheap on a sales basis was early 2009.
  
  So while there are always dangers in trying to call a bottom to any market move, valuations alone are attractive enough to start pulling bargain hunters back in.
  
  A broadly diversified play on an emerging market turnaround, iShares MSCI Emerging Markets Index is a great buy up to 45, which leaves plenty of room to run back to the average.
  
  For those who can tolerate a bit more risk, you can also drill down and make more country-specific bets.
  
  At this point my favorite would be iShares MSCI South Korea Index Fund (NYSE: EWY).
  
  Sout

Top Industrial Disributor Companies To Buy For 2014: MiMedx Group Inc (MDXG)

MiMedx Group, Inc. (MiMedx), incorporated on February 28, 2008, is an integrated developer, manufacturer and marketer of regenerative biomaterial products processed from human amniotic membrane. The Company�� biomaterial platform technologies include the device technologies HydroFix and CollaFix, and tissue technologies, AmnioFix and EpiFix. Its tissue technologies are processed from human amniotic membrane that is derived from the donated placentas. Through the Company�� donor program, mothers delivering full-term caesarian births can elect in advance of delivery to donate the placenta in lieu of having it discarded as medical waste. MiMedx processes the human amniotic membrane utilizing its Purion Process to produce a manipulated implant for homologous use. MiMedx is the supplier of amniotic tissue, having supplied over 100,000 implants to distributors and other equipment manufacturers (OEMs) for application in the Wound Care, Surgical, Sports Medicine, Ophthalmic and Dental sectors of healthcare.

The Company has three platform technologies. Its largest addressable market is in chronic wound care consisting of diabetic, venous and pressure ulcers. On January 5, 2011, the Company acquired all of the outstanding equity interests in Surgical Biologics, LLC. Located in Kennesaw, Georgia, Surgical Biologics develops allografts and other products processed from human amniotic membrane that can be used for a range of medical applications, including ocular surface repair, gum repair, wound care, nerve and tendon repair, spine repair, burn treatment, and many other types of procedures that require the repair of a patient�� integumental (native) tissue. Surgical Biologics has developed a specialized process for the processing of amniotic membrane to produce a manipulated allograft for homologous use.

AmnioFix and EpiFix

MiMedx is the supplier of allografts processed from amniotic tissue, having supplied over 70,000 allografts to date for application in the Ophthalm! ic, Orthopedic, Dental, Spinal and Wound Care segments of healthcare. Its amnion products, AmnioFix and EpiFix, are processed from human tissue. The AmnioFix and EpiFix allografts can be used for a range of procedures, including ocular surface repair, gingival recession repair, wound care, burns, and many other types of procedures for the repair of a patient�� integumental (native) tissue. Its AmnioFix technology also is used as a graft to reduce the amount of scar tissue formation, provide a local anti-inflammatory and help with the soft tissue healing of the area. EpiFix offers a range of wound healing and wound care options. Much of the clinical usage of EpiFix has been for wound care patients suffering from diabetic ulcers, pressure ulcers, vein circulation ulcers, or artery circulation ulcers.

CollaFix

The Company�� CollaFix technology combines a means of creating fibers from soluble collagen and a specialized cross-linking process. MiMedx utilizes two separate cross-linking technologies for various applications. Initial laboratory and animal testing shows that the cross-linked collagen fibers produce a biocompatible, and durable construct that can be transformed into surgical meshes intended to treat a number of orthopedic soft-tissue trauma and disease disorders.

HydroFix

The Company licenses rights to a polyvinyl alcohol (PVA) polymer, which is a water-based biomaterial that can be manufactured with a range of mechanical properties, including those that appear to mimic closely the mechanical and physical properties of natural, healthy human tissue. This hydrogel has been used in other orthopedic and general surgery device applications, and it has demonstrated biocompatibility and durability inside the human body. It has a similar version of the product for the European market called HydroFix Spine Shield. The device is classified as a post-surgical adhesion inhibiting barrier and is used in specific spine surgeries. In December the original! HydroFix! Spine Shield (for Anterior use Class IIb in Europe) was renamed to be HydroFix Anterior Shield.

The Company competes with W.L. Gore & Associates, Inc. and Stryker.

Advisors' Opinion:

• [By Teresa Rivas]

  The Securities and Exchange Commission charged Arrowood and Petit, CEO of MiMex Group (MDXG), in January of last year. The SEC alleges that Arrowood received non-public information about the potential sale of Matria Healthcare (a publicly traded company that merged with Inverness Medical Innovations in 2008) from Petit, who was CEO of the firm at that time.

• [By Rich Smith]

  MiMedx Group (NASDAQ: MDXG  ) ,�announced�Monday that results from a randomized controlled trial for its EpiFix wound-care allograft have been published in the International Wound Journal.�
  
  The clinical trial included patients with diabetic foot ulcers of at least four weeks' duration without infection, having adequate blood supply. Patients were broken into two groups, one receiving standard care alone, the other standard care plus EpiFix. After four and six weeks of treatment, the overall healing rate of patients treated with EpiFix was 77% and 92%, respectively, whereas standard care healed 0% and 8% of the wounds, respectively. The rate of healing with EpiFix exceeded that of standard treatment as well.
  
  According to the World Health Organization, diabetes will affect 366 million people worldwide -- up from 171 million in 2000.�Approximately 25% of diabetics will develop a chronic non-healing ulcer over their lifetime.�Diabetic foot ulcers�occur in 15% of all patients with diabetes and precede 84% of all lower leg amputations.
  
  EpiFix makes use of dehydrated human amniotic membrane to heal these ulcers. At room�temperature, EpiFix can have a shelf life of five years and retains the properties of the natural membrane.�Although there are similar, competing products on the market, the superior performance of�EpiFix compared with rival products (not yet proven by published studies) could help to make the company a market leader in the treatment of diabetic foot ulcers.

• [By Garrett Cook]

  MiMedx Group (NASDAQ: MDXG) shares were also up, gaining 12.10 percent to $7.04 after the company reported Q2 earnings of $0.00 per share on revenue of $25.60 million and raised its FY14 sales outlook.

• [By Sean Williams]

  What: Shares of MiMedx Group (NASDAQ: MDXG  ) , a manufacturer of patented regenerative biomaterial products (in essence, products designed to treat inflammation and help wounds heal), were eviscerated, falling as much as 70% at one point before recovering half of its losses after it announced the receipt of an untitled letter from the Food and Drug Administration alleging it does not possess the proper licensing to manufacture certain products.

Top Industrial Disributor Companies To Buy For 2014: McDonald's Corporation(MCD)

McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.

Advisors' Opinion:

• [By Ben Levisohn]

  Abbvie (ABBV)
  Ameren Corp. (AEE)
  Arthur J. Gallagher (AJG)
  E.I. DuPont de Nemours & Co. (DD)
  ENSCO (ESV)
  Enterprise Products Partners LP (EPD)
  General Mills (GIS)
  H&R Block (HRB)
  Hancock Holding (HBHC)
  Kraft Foods Group (KRFT)
  Lorillard (LO)
  Magellan Midstream Partners LP (MMP)
  MarkWest Energy Partners L P (MWE)
  McDonald’s (MCD)
  Microchip Technology (MCHP)
  NextEra Energy (NEE)
  Regency Centers (REG)
  TELUS Corp. (TU)
  West Corp. (WSTC)
  Williams Companies (WMB)

Top Industrial Disributor Companies To Buy For 2014: Markwest Energy Partners LP (MWE)

MarkWest Energy Partners, L.P. (MarkWest Energy) is a master limited partnership engaged in the gathering, processing and transportation of natural gas; the transportation, fractionation, storage and marketing of natural gas liquids (NGLs), and the gathering and transportation of crude oil. It provides services in the midstream sector of the natural gas industry. The Company also provides processing and fractionation services to crude oil refineries in the Corpus Christi, Texas area through its Javelina gas processing and fractionation facility. As of December 31, 2011, the Company operated in four segments: Southwest, Northeast, Liberty and Gulf Coast. Effective December 31, 2011, the Company acquired the remaining 49% interest in MarkWest Liberty Midstream. On February 1, 2011, the Company acquired Langley processing plant.

Southwest Segment

The Company owns a system in East Texas that consists of natural gas gathering pipelines, centralized compressor stations, a natural gas processing facility and an NGL pipeline. The East Texas system is located in Panola, Harrison and Rusk Counties and services the Carthage Field. Producing formations in Panola County consist of the Cotton Valley, Pettit, Travis Peak and Haynesville formations. During the year ended December 31, 2011, approximately 77% of its natural gas volumes in the East Texas System result from contracts with six producers. The Company sells substantially all of the purchased and retained NGLs produced at its East Texas processing facility to Targa Resources Partners, L.P. (Targa) under a long-term contract. Such sales represent approximately 19.4% of its consolidated revenue in 2011.

The Company owns a natural gas gathering system in the Woodford Shale play in the Arkoma Basin of southeast Oklahoma. The liquids-rich natural gas gathered in the Woodford system is processed through Centrahoma Processing LLC (Centrahoma), its equity investment, or other third-party processors. In addition, it owns the Foss Lake! natural gas gathering system and the Western Oklahoma natural gas processing complex, all located in Roger Mills, Beckham, Custer and Ellis Counties of western Oklahoma. The gathering portion consists of a pipeline system that is connected to natural gas wells and associated compression facilities. The Company also owns a gathering system in the Granite Wash formation in Wheeler County in the Texas panhandle that is connected to its Western Oklahoma processing complex. The Company completed the expansion of the Western Oklahoma natural gas processing plant in October 2011.

Approximately 70% of its Oklahoma volumes result from contracts with three producers in 2011. The Company sells substantially all of the NGLs produced in the Western Oklahoma processing complex to ONEOK Hydrocarbon L.P. (ONEOK) under a long-term contract. Such sales represent approximately 13.2% of its consolidated revenue in 2011. The Company owns a number of natural gas gathering systems located in Texas, Louisiana, Mississippi and New Mexico, including the Appleby gathering system in Nacogdoches County, Texas. It gathers a portion of the gas produced from fields adjacent to its gathering systems, including from wells targeting the Haynesville Shale. In addition, it owns four lateral pipelines in Texas and New Mexico.

Northeast Segment

The Company�� Northeast segment assets include the Kenova, Boldman, Cobb, Kermit and Langley natural gas processing plants, an NGL pipeline and the Siloam NGL fractionation plant. In addition, it has two caverns for storing propane at its Siloam facility and additional propane storage capacity under a long-term firm-capacity agreement with a third party. The Northeast segment operations include fractionation and marketing services on behalf of the Liberty segment. The Company owns and operates a crude oil pipeline in Michigan (Michigan Crude Pipeline) providing transportation service for three shippers.

Liberty Segment

The Company pr! ovides na! tural gas midstream services in southwestern Pennsylvania and northern West Virginia through MarkWest Liberty Midstream. It is a processor of natural gas in the Marcellus Shale, with gathering, processing, fractionation, storage and marketing operations.

Utica Segment

Effective January 1, 2012, the Company and The Energy and Minerals Group (EMG) formed MarkWest Utica EMG, a joint venture focused on the development of natural gas processing and NGL fractionation, transportation and marketing infrastructure to serve producers' drilling programs in the Utica shale in eastern Ohio. During 2011, the Utica Segment did not have any operations.

Gulf Coast Segment

The Company owns and operates the Javelina processing facility, a natural gas processing facility in Corpus Christi, Texas that treats and processes off-gas from six local refineries operated by three different refinery customers. As of December 31, 2011, the Company owned a 40% interest in Centrahoma Processing LLC (Centrahoma), a joint venture with Cardinal Midstream, LLC (Cardinal). Centrahoma owns certain processing plants in the Arkoma Basin and Cardinal operates an additional processing plant that is not owned by Centrahoma but is located adjacent to and operates in conjunction with the Centrahoma plants.

Advisors' Opinion:

• [By Arjun Sreekumar]

  1 midstream company to watch
  But the company that has perhaps invested most aggressively in Utica infrastructure is MarkWest Energy Partners (NYSE: MWE  ) . In just the past year alone, it has completed 60 miles of gathering pipelines, commenced operations at two major gas plants in the region, and hammered out agreements with a handful of major operators, including Gulfport Energy (NASDAQ: GPOR  ) , Antero Resources, PDC Energy, Rex Energy, and ��most recently ��CNX.

• [By Matt DiLallo]

  Moving Marcellus gas
  In Summit's second deal it is purchasing the Mountaineer Midstream gas-gathering system in the Marcellus from MarkWest (NYSE: MWE  ) �for�$210 million.�The newly constructed 40-mile system leads into MarkWest's Sherwood Processing Complex which is currently being expanded from 400 million cubic feet per day to 800 million cubic feet per day of processing capacity. The system Summit is acquiring is secured by a long-term, fee-based contract with Antero Resources. Again, the company is picking up an asset that has secured revenue while providing MarkWest with capital so it can grow its processing capacity.

Top Industrial Disributor Companies To Buy For 2014: Legacy Oil + Gas Inc (LEGPF.PK)

Legacy Oil + Gas Inc. (Legacy) is engaged in exploration, exploitation and development drilling for oil and natural gas reserves. Legacy's wholly owned subsidiary, Legacy Oil & Gas ND, Inc., holds properties and operates in the State of North Dakota. Its Southeast Saskatchewan properties are located in an area ranging from approximately 130 to 290 kilometers southeast of the city of Regina, Saskatchewan. Legacy has an average working interest of approximately 75% in 24,576 gross (18,647 net) acres of undeveloped land at Taylorton. It has an average working interest of approximately 70% in 32,959 gross (22,938 net) acres of undeveloped land in the Viewfield Bakken play with properties at Stoughton, Heward and Star Valley. On January 1, 2011, it amalgamated with its wholly owned subsidiaries Legacy VRI Ltd. and Legacy TV Ltd. In April 2013, it closed the acquisition of Villanova Oil Corp. (Villanova) and the acquisition of light oil assets. Advisors' Opinion:

• [By Value Digger]

  To open up new Cardium opportunities, Manitok is also expanding to the Southern Alberta Foothills, where it plans to drill the first well of the farm-in with Legacy Oil & Gas (LEGPF.PK) before year end. Legacy Oil has a 99% average working interest in the Farm-in Lands prior to Manitok earning. Manitok will pay 100% of the cost to drill, complete and equip one horizontal Cardium oil well in order to earn 70% of Legacy's working interest, in a small block of land within the Farm-in Lands. If Manitok drills, completes and equips 3 horizontal Cardium oil wells at 100% of the cost, it will earn the entire 70% of working interest in Legacy's Farm-in Lands.

Top Industrial Disributor Companies To Buy For 2014: Immunomedics Inc.(IMMU)

Immunomedics, Inc., a biopharmaceutical company, engages in the research, development, manufacture, and marketing of monoclonal, antibody-based products for the treatment of cancer, autoimmune, and other serious diseases in the United States and Europe. The company?s products include epratuzumab, a Phase III clinical trail product for the treatment of systemic lupus erythematosus and non-Hodgkin?s lymphoma; Veltuzumab, a Phase I/II clinical study completed product for the treatment of patients with non-Hodgkin?s lymphoma, immune thrombocytopenic purpura, and chronic lymphocytic leukemia; Yttrium Y 90 Clivatuzumab tetraxetan, a humanized monoclonal antibody for pancreatic cancer that is in Phase Ib/II clinical trail; and Yttrium Y 90 epratuzumab tetraxetan, a Phase I/II clinical study product for patients with non-Hodgkin?s lymphoma. Its early phase clinical trial products comprise Milatuzumab, a transmembrane protein product for antibody-drug conjugate therapy. The com pany also develops Dock-and-Lock methodology for making fusion proteins and multifunctional antibodies, as well as a new method of delivering imaging and therapeutic agents selectively to disease, primarily different solid cancers. In addition, it markets and sells a diagnostic product, LeukoScan, which is used to treat infection and inflammation in bones for patients with suspected osteomyelitis, including patients with diabetic foot ulcers. Immunomedics, Inc. has a license and collaboration agreement with Nycomed GmbH to develop, manufacture, and commercialize veltuzumab in the subcutaneous formulation for the treatment of various non-cancer indications; and a partnership and cross-licensing agreement with Alexis Biotech Ltd., to develop vaccines against cancers that include melanoma and chronic lymphocytic leukemia, and infectious diseases, such as AIDS. The company was founded in 1982 and is headquartered in Morris Plains, New Jersey.

Advisors' Opinion:

• [By George Budwell]

  Immunomedics (NASDAQ: IMMU  ) develops monoclonal antibodies for the treatment of cancer, autoimmune disorders, and other life-threatening diseases. The company has six products in clinical trials for a variety of diseases. Shares of Immunomedics have fallen hard and fast since the company announced the termination of a licensing deal with Takeda Pharmaceutical over veltuzumab last month. Even positive clinical trial results for 90-Y clivatuzumab, a treatment for advanced pancreatic cancer, failed to slow the fall. And last week, the pace of the decline picked up to the tune of a 15% drop on heavy volume.