BALTIMORE (Stockpickr) -- Taper? What taper? Fed Chairman Ben Bernanke may as well have worn a suit made of money and a solid gold grill to his press conference yesterday. It would sent the same message to Wall Street: this tap ain't dry yet.
But even though the Fed went with the boilerplate minutes release and conventional 2 p.m. press conference, it didn't take long for investors to get the message. The S&P 500 shoved up hard to close at 1,725.52 -- a new all-time high for the big index.
From a technical standpoint, this move is textbook after the bounce off support we got earlier this month.
I've heard plenty of people claim that prolonged quantitative easing means "more free money." Make no mistake: QE isn't free. Not by a long shot. But the Fed is dishing it out no matter what, so anyone who doesn't position themselves long equities in the face of it is setting themselves up for failure.
And this week, the technicals are helping us spot some of the most attractive setups. Today, we'll take a closer look at five of them.
Top 5 Freight Companies To Watch For 2015: Peoples Bancorp Inc.(PEBO)
Peoples Bancorp Inc. operates as a holding company for Peoples Bank, National Association that provides financial products and services. It offers commercial and retail banking, insurance, brokerage, and trust services. The company accepts various deposit products, including demand deposit accounts, savings accounts, money market accounts, and certificates of deposit; and provides commercial, consumer, and real estate mortgage loans, as well as lines of credit. It also offers debit and automated teller machine (ATM) cards; corporate and personal trust services; safe deposit rental facilities; travelers checks, money orders, and cashier?s checks; and telephone and Internet-based banking services. In addition, the company provides a range of life, health, and property and casualty insurance products; and fiduciary and wealth management services. Further, it offers brokerage services through an unaffiliated registered broker-dealer; and credit cards to consumers and business es, as well as provides merchant credit card processing services through joint marketing arrangements with third parties. The company offers its financial products and services through 47 financial service locations and 40 ATMs in southeastern Ohio, northwestern West Virginia, and northeastern Kentucky. Peoples Bancorp Inc. was founded in 1902 and is based in Marietta, Ohio.
Advisors' Opinion:- [By Marc Bastow]
Marietta, Ohio-based bank holding company Peoples Bancorp (PEBO) raised its quarterly dividend 7% to 15 cents per share, payable on Feb. 18 to shareholders of record as of Feb. 3.
PEBO Dividend Yield: 2.60%
Top 10 Dow Dividend Stocks To Own For 2014: TiVo Inc.(TIVO)
TiVo Inc., together with its subsidiaries, provides technology and services for television solutions, including digital video recorders (DVRs) and connected televisions in the United States and internationally. The company offers subscription-based TiVo service, which enhances home entertainment by providing consumers with a way to record, watch, and control live television, as well as to receive videos, pictures, and movies from cable, broadcast, and broadband sources in one interface. It also provides a platform for advertising and audience research measurement services. TiVo Inc. distributes the TiVo DVR through consumer electronics retailers and its online store at TiVo.com, as well as the TiVo service through agreements with satellite and cable television service providers; and broadcasting companies. As of January 31, 2011, it had approximately 1.5 million subscriptions to the TiVo service. The company was founded in 1997 and is headquartered in Alviso, California. Advisors' Opinion:
- [By Rex Moore]
TiVo (NASDAQ: TIVO ) has operated in a cutthroat industry since its inception. As Verizon, DIRECTV, and others began to offer their own DVRs, TiVo's subscriber count plummeted.
- [By Paul Ausick]
Big earnings movers: Chinese internet firm Qihoo 360 Technology Co. Ltd. (NYSE: QIHU) is up 8% at $78.99 on strong earnings and a buoyant outlook. A small biotech firm, Spherix Inc. (NASDAQ: SPEX) jumped 26.7% to more than $14 on earnings. On Tuesday we are scheduled to get earnings from LDK Solar Co. Ltd. (NYSE: LDK) and Tiffany & Co. (NYSE: TIF) before markets open. After Tuesday�� close we��l hear from Workday Inc. (NYSE: WDAY) and TiVo Inc. (NASDAQ: TIVO), among others.
- [By Anders Bylund]
It's an extension of what set TiVo (NASDAQ: TIVO ) apart in the early days. Your channel-surfing taught TiVo's digital recording boxes a lot about your viewing habits, which allowed the box to present a list of recommended content. That guidance is arguably more valuable than the simple ability to record TV shows without worrying about VHS tapes, and is the foundation of TiVo's strategy even today.
Top 10 Dow Dividend Stocks To Own For 2014: Tenaris S.A.(TS)
Tenaris S.A., through its subsidiaries, engages in the manufacture and sale of steel pipe products. The company produces and sells both seamless and welded steel tubular products and related services for the oil and gas industry, particularly oil country tubular goods used in drilling operations, and certain other industrial applications with a production process that consists in the transformation of steel into tubular products. It also offers welded steel pipe products primarily used in the construction of major pipeline projects for the transportation of gas and fluids. In addition, the company provides sucker rods, casing and tubing, drill pipes, thermal tubulars, coiled tubing, premium connections, pipe accessories, welded steel pipes for electric conduits, industrial equipment, and raw materials. Further, it involves in the ownership and licensing of steel technology, as well as in the financial sector. The company serves oil and gas companies, car manufacturers, ref ineries, and petrochemical and gas-processing plants, as well as engineering companies engaged in constructing oil and gas gathering, transportation, and processing facilities. It operates in North America, South America, Europe, the Middle East, Africa, the Far East, and Oceania. The company is headquartered in Luxembourg. Tenaris S.A. is a subsidiary of San Faustin N.V.
Advisors' Opinion:- [By Charles Sizemore]
One option is via the Global X FTSE Argentina 20 ETF (ARGT), a basic of liquid Argentine stocks. ARGT is heavily weighted in international oil and gas pipeline maker Tenaris (TS) and in state oil company YPF(YPF), at 20% and 13% of the portfolio, respectively.
- [By Rich Bieglmeier]
Tenaris SA (TS) shares are outperforming the market today. The extra oomph comes via an upgrade from Goldman Sachs. Analyst, Henry Tarr lifted his recommendation to "Neutral" from "Sell."
- [By GURUFOCUS]
Maverick appeared to be one of the few bargains still available in the oils service and equipment sector in 2005. Shareholders were rewarded a year later when the company was acquired by Tenaris (TS) at a price of 65 dollars a share in June of 2006.
Top 10 Dow Dividend Stocks To Own For 2014: Hyperion Therapeutics Inc (HPTX)
Hyperion Therapeutics, Inc. (Hyperion), incorporated in November 2006, is a development-stage biopharmaceutical company focused on the development and commercialization of novel therapeutics to treat disorders in the areas of orphan diseases and hepatology. The Company develops Ravicti (glycerol phenylbutyrate) to treat the prevalent urea cycle disorders (UCD) and hepatic encephalopathy (HE). The Company has completed two Phase II trials and one pivotal Phase III trial of Ravicti. The Company�� HE clinical program consists of two trials, which have enrolled patients with cirrhosis. On December 23, 2011, the Company submitted a new drug application (NDA) for Ravicti for the chronic management of UCD in patients aged six years and above based on data from its pivotal Phase III trial in adult patients and the results of two Phase II trials, one in adults and one in pediatric patients aged 6 through 17 years. In June 2013, Hyperion Therapeutics Inc announced that the completion of its acquisition of BUPHENYL (sodium phenylbutyrate) Tablets and Powder from Ucyclyd Pharma Inc., a subsidiary of Valeant Pharmaceuticals International, Inc.
In June 2011, the Company completed a 24-month carcinogenicity study of Ravicti in rats. On March 22, 2012, pursuant to an asset purchase agreement (purchase agreement) with Ucyclyd Pharma, Inc., a wholly owned subsidiary of Medicis Pharmaceutical Corporation, the Company purchased all of the worldwide rights to Ravicti. The Company also has an option to acquire all of Ucyclyd�� worldwide rights in BUPHENYL and AMMONUL (sodium phenylacetate and sodium benzoate) injection.
The Company conducted a pivotal Phase III trial of Ravicti in adult patients 18 years of age or older with UCD. The Company completed a second Phase II trial at five centers in North America in UCD patients aged 6 through 17 years. This trial includes two phases: a two-week, open-label, safety, tolerability, pharmacokinetic characteristics and ammonia control of Ravicti. The Co! mpany enrolled 77 adult and pediatric UCD patients in its two 12-month open-label safety studies, 69 of whom completed the studies. The Company conducted nonclinical genotoxicity and carcinogenicity studies to assess the tumorigenic potential of Ravicti in animals and to assess the relevant risk in humans. The Company is conducting a Phase II multi-center study of patients with cirrhosis and episodic HE.
Advisors' Opinion:- [By Jesse Solomon]
NPS Pharmaceuticals (NPSP), for example, created a drug for treating short bowel syndrome. And Hyperion Therapeutics (HPTX) is developing a drug for hepatic encephalopathy, a decline of brain function that according to the National Institute of Health occurs when the liver is no longer able to remove toxins from the blood. Those stocks are up 20% and 40%, respectively, this year.
- [By Sean Williams]
What: Shares of Hyperion Therapeutics (NASDAQ: HPTX ) , a biopharmaceutical company focused on treatments for orphan diseases and hepatology, rose as much as 10% after receiving orphan drug exclusivity status for Ravicti from the Food and Drug Administration, and exercising an option to acquire two additional urea cycle drugs from Valeant Pharmaceuticals (NYSE: VRX ) .
Top 10 Dow Dividend Stocks To Own For 2014: Sunshine Heart Inc (SSH)
Sunshine Heart, Inc., incorporated on August 22, 2002, is an early-stage medical device company focused on developing, manufacturing and commercializing its C-Pulse Heart Assist System for treatment of Class III and ambulatory Class IV heart failure. The C-Pulse Heart Assist System utilizes the scientific principles of intra-aortic balloon counter-pulsation applied in an extra-aortic approach to assist the left ventricle by reducing the workload required to pump blood throughout the body, while increasing blood flow to the coronary arteries. As of December 31, 2011, the Company was in the process of obtaining regulatory approvals necessary to sell its product.
The Company has developed tools to allow the C-Pulse to be implanted through a small pacemaker-like incision between the patient�� ribs and sternum rather than a sternotomy. Patients implanted through its minimally invasive procedure require a hospital stay of four to seven days in connection with implantation of the C-Pulse System, after which they return home. During the year ended December 31, 2011, the Company completed enrollment and implantation of 20 patients in the North American feasibility phase of its trial. In April 2011, the Food and Drug Administration (FDA) approved an expansion protocol to allow the Company to implant up to 20 additional patients and add two additional centers to its feasibility study.
The Company competes with Thoratec Corporation, HeartWare International Inc., CircuLite, Inc., CardioKinetix, Inc., AbioMed, Inc., Jarvik Heart, Inc., MicroMed Technology, Inc., SynCardia Systems, Inc., Terumo Heart, Inc., WorldHeart Corporation in the United States and Europe, and Berlin Heart GmbH in Europe.
Advisors' Opinion:- [By John Udovich]
Small cap heart stocks Sunshine Heart Inc (NASDAQ: SSH), Abiomed, Inc (NASDAQ: ABMD) and AtriCure Inc (NASDAQ: ATRC) each find different ways go to the heart of the problem for cardiac�patients and have all been good performers for investors this year. After all and according to statistics collected by the CDC, heart disease is the leading cause of death for both men and women as about 600,000 people die of heart disease in the United States every year���accounting�for 1 in every 4 deaths. Moreover, roughly 715,000 Americans have a heart attack every year and�ff these, 525,000 are a first heart attack and 190,000 happen to people who have already had one. In other words, there is a big market for the following small cap heart stocks to address:
Top 10 Dow Dividend Stocks To Own For 2014: Allegheny Technologies Incorporated (ATI)
Allegheny Technologies Incorporated engages in the production and sale of specialty metals worldwide. It operates in three segments: High Performance Metals, Flat-Rolled Products, and Engineered Products. The High Performance Metals segment provides various high performance alloys, including nickel- and cobalt-based alloys and super alloys; titanium and titanium-based alloys; zirconium and related alloys, such as hafnium and niobium; other specialty alloys primarily in long product forms of ingots, billets, bars, shapes and rectangles, rods, wires, and seamless tubes; and precision forgings and castings, and machined parts. The Flat-Rolled Products segment provides stainless steel, nickel-based alloys, super alloys, titanium and titanium-based alloys, and specialty alloys in various product forms comprising plates, sheets, engineered strips, and precision rolled strip products, as well as grain-oriented electrical steel sheets. The Engineered Products segment produces carb on alloy steel impression die forgings, and grey and ductile iron castings, as well as provides precision metal processing services, such as grinding, polishing, blasting, cutting, flattening, and ultrasonic testing. The company serves various markets, including aerospace and defense, oil and gas, chemical process, electrical energy, medical, automotive, construction and mining, food equipment and appliances, transportation, electronics, communication equipment, computers, and machine and cutting tools markets; and other markets requiring tools with hardness. Allegheny Technologies Incorporated sells its products through direct sales and independent representatives. The company was founded in 1960 and is based in Pittsburgh, Pennsylvania.
Advisors' Opinion:- [By Lee Jackson]
Allegheny Technologies Inc. (NYSE: ATI) is the top steel and alloy play from Merrill Lynch. The company is one of the world’s largest producers of specialty metals. Its diverse product mix includes titanium, nickel alloys, precision strip and exotic alloys. Although Allegany produces some commodity items such as stainless steel products, its focus and a significant portion of its profits are generated from innovative, specialty alloys that only a few companies in the world are able to produce. Merrill Lynch has a $20 price target. The Thomson/First Call target is $30. Investors are paid a 2.6% dividend
- [By John Persinos]
The standout stocks in this segment are Hexcel Corp. (HXL), the leading producer of carbon composites, and Allegheny Technologies (ATI), which dominates the market in titanium.
Top 10 Dow Dividend Stocks To Own For 2014: Genco Shipping & Trading Limited (GNK)
Genco Shipping & Trading Limited engages in the ocean transportation of drybulk cargoes through the ownership and operation of drybulk carrier vessels worldwide. It transports iron ore, coal, grain, steel products, and other drybulk cargoes. The company charters its vessels primarily to trading houses, which include commodities traders; producers; and government-owned entities. Its fleet consists of 53 drybulk carriers, including 9 Capesize, 8 Panamax, 17 Supramax, 6 Handymax, and 13 Handysize drybulk carriers with an aggregate carrying capacity of approximately 3,810,000 dwt. The company, through its subsidiary, Baltic Trading Limited, operates a fleet of two Capesize, four Supramax, and three Handysize drybulk carriers with an aggregate carrying capacity of approximately 672,000 dwt. Genco Shipping & Trading Limited was incorporated in 2004 and is based in New York, New York.
Advisors' Opinion:- [By silvmich]
This is Part Three of a series of articles published on GuruFocus outlining a short thesis against Genco Shipping and Trading (GNK). Part One was published on October 31, 2013 and Part Two was published on November 14, 2013. This Part Three provides certain updates on the situation, including recent news items, as well as a look into a number of counterarguments made against the short position.
- [By FinanceGuru]
The second contrarian indicator is that the short interest in DryShips has increased significantly. They're topped only now by Genco Shipping (GNK), which is currently poised to be heading into bankruptcy.
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