Thursday, August 28, 2014

Best Logistics Companies To Invest In Right Now

Raymond James (RJF) said late Tuesday that it had recruited a team of two financial advisors, formerly with UBS (UBS), to join its traditional employee-advisor branch in Jacksonville, Fla. The two advisors, Michael Brannam and Patrick Brannam, have managed some $250 million in client assets and produced more than $1.5 million in yearly fees and commissions.

“We are elated to welcome this talented team to our Jacksonville office,” said Tom Galvin, regional director for Raymond James & Associates, in a press release. “Together, Michael and Patrick bring more than 55 years of industry experience and have a history of top performance. We couldn’t be happier to call them a part of the Raymond James family.”

The father-and-son team, also known as Brannam Wealth Management of Raymond James, includes a financial consultant, Matthew Watson, and sales assistant, Brenda Holtinger. Michael has been in the business for 45 years and opened PaineWebber’s office in Jacksonville in 1980. Patrick joined the practice at UBS 11 years ago, after working for Deloitte and Touche and GATX Logistics.

Hot Industrial Disributor Stocks To Own Right Now: Cynosure Inc.(CYNO)

Cynosure, Inc. develops, manufactures, and markets aesthetic treatment systems to the dermatology, plastic surgery, and general medical markets. Its aesthetic treatment systems incorporate a range of laser and other light-based energy sources, including Alexandrite, pulse dye, Nd:Yag, and diode lasers, as well as intense pulsed light. The company?s aesthetic treatment systems comprise the Elite product line for hair removal, treatment of facial, and leg veins and pigmentations; the Smartlipo product line for LaserBodySculpting for the removal of unwanted fat; the Cellulaze, SmoothShapes XV, and TriActive product line for the temporary and long-term reduction in the appearance of cellulite; the Affirm/SmartSkin product line for anti-aging applications, such as treatments for wrinkles, skin texture, skin discoloration, and skin tightening; the Cynergy product line for the treatment of vascular lesions; and the Accolade product line for the removal of benign pigmented lesion s, as well as multi-colored tattoos. It sells its products through a direct sales force in North America, France, Spain, the United Kingdom, Germany, Korea, China, Japan, and Mexico; and through international distributors in 84 other countries. Cynosure, Inc. was founded in 1991 and is based in Westford, Massachusetts.

Advisors' Opinion:
  • [By John Udovich]

    On Tuesday, small cap biotech stock Kythera Biopharmaceuticals Inc (NASDAQ: KYTH) surged around 25% after announcing that its ATX-101 REFINE-1 and REFINE-2 Phase III trials met all primary and secondary endpoints for the reduction of so-called double chins; but if investors missed out on that rally, small caps Zeltiq Aesthetics Inc (NASDAQ: ZLTQ), Solta Medical Inc (NASDAQ: SLTM) and Cynosure, Inc (NASDAQ: CYNO) each have a piece of the aesthetic market as well. In the case of Kythera Biopharmaceuticals, its ATX-101 can be injected to deal with double chins���meaning its less invasive than liposuction as the drug dissolves fat cells but leaves other tissue alone. JP Morgan has noted:

  • [By John Udovich]

    Large cap serial acquirer�Valeant Pharmaceuticals International Inc (NYSE: VRX) is teaming up with activist investor�Bill Ackman to pursue large cap Botox maker Allergan, Inc (NYSE: AGN), but stocks like Cutera, Inc (NASDAQ: CUTR), Cynosure, Inc (NASDAQ: CYNO), PhotoMedex Inc (NASDAQ: PHMD) and Syneron Medical Ltd (NASDAQ: ELOS)�actually offer investors more exposure to the growing anti aging and aesthetics market (Note: See my recent article: These Small Caps Seek to Treat Your Crow�� Feet and Double Chin (RVNC & KYTH)). To begin with, Valeant Pharmaceuticals International has a wide focus on neurology, dermatology and infectious diseases�but acquiring the maker of Botox won�� be its first foray into the aesthetic market�because earlier this year, the company completed its acquisition of Solta Medical Inc (NASDAQ: SLTM) -�a designer, developer, manufacturer and marketer of�energy-based medical device systems for aesthetic applications.�And while�Allergan, Inc may be most well known for Botox, its actually a pretty big�company focused on a diverse range of areas, including ophthalmic pharmaceuticals, dermatology, neuroscience, urology and cosmetics���meaning the following stocks offer investors better exposure to the aesthetics market:

  • [By Seth Jayson]

    There's no foolproof way to know the future for Cynosure (Nasdaq: CYNO  ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.

Best Logistics Companies To Invest In Right Now: Taylor Morrison Home Corp (TMHC)

Taylor Morrison Home Corporation, incorporated on November 15, 2012, is a homebuilder in North America. The Company operates under its Taylor Morrison brand in the United States and under its Monarch brand in Canada. Its business is organized into three geographic regions: East, West and Canada. Its East region consists of its Houston, Austin, North Florida and West Florida divisions. Its West region consists of its Phoenix, Northern California, Southern California and Denver divisions. Its Canada region consists of its operations within the province of Ontario, primarily in the Greater Toronto Area (GTA) and also in Ottawa and Kitchener-Waterloo, and offers both single-family and high-rise communities.

As of September 30, 2012, the Company offered homes in 122 active selling communities and had a backlog of 4,205 homes sold but not closed, including 903 homes in unconsolidated joint ventures. During the year ended September 30, 2012, the Company closed 2,586 homes, consisting of 1,880 homes in the United States and 706 homes in Canada, including 204 homes in unconsolidated joint ventures.

Our Homes

The Company offers a range of homes to consumers in its markets, ranging from entry-level to luxury homes. The Company market single-family homes with many amenities to entry-level through move-up homebuyers. The Company has developed a number of home designs with features such as one-story living and first floor master bedroom suites to appeal to universal design needs, as well as communities with recreational amenities such as golf courses, pool complexes, country clubs and recreation centers. The Company has integrated these designs and features in many of its homes and communities. The Company offers some of the same basic home designs in similar communities and engages unaffiliated architectural firms to develop new designs to replace or augment existing ones in order to ensure that our homes reflect current and local consumer tastes.

Warranty Progr! am

The Company offers express written limited warranties on our homes that generally provide for one year of coverage for various defects in workmanship or materials. These warranties are in addition to certain legal warranties (including implied warranties) that may apply in the markets where the Company operates. In Canada, in accordance with regulatory requirements administered by the Tarion Warranty Corporation, the Company offers a limited warranty that generally provides for seven years of structural coverage, two years of coverage for water penetration, electrical, plumbing, heating, and exterior cladding defects, and one year of coverage for workmanship and materials.

Community Development

The Company aims to establish a complete concept for each community the Company develops, beginning with an overall community design and then determining the size, style and price range of the homes and the layout of the streets and individual home sites. In the case of developed communities, after necessary governmental subdivision and other approvals have been obtained, the Company improve the land by clearing and grading it, installing roads, installing underground utility lines and recreational amenities, erecting distinctive entrance structures and staking out individual home sites.

Customer Mortgage Financing

Taylor Morrison Home Funding, LLC (TMHF) provides a number of mortgage-related services to its homebuilding customers through its mortgage lending operations. TMHF�� multi-lender platform included Flagstar Bank, US Bank, SunTrust Bank, Wells Fargo Mortgage and Metlife Home Loans. Revenue was derived from yield spread premiums, broker points and processing fees. The main strategic purpose of TMHF in its business is: to utilize finance as a sales tool as part of the purchase process to ensure a consistent customer experience and assist in maintaining production efficiency; and to influence and assist in determining its backlog and ! to better! manage projected closing and delivery dates for its customers.

Advisors' Opinion:
  • [By DailyFinance Staff]

    LM Otero, AP The housing market has been leading the economic recovery, but have housing stocks hit the ceiling? They're jumping today after a very bullish report on housing starts: New construction projects last month topped the 1 million annual rate for the time since before the financial crisis began in 2008. That's lifted shares of leading homebuilders by two to four percent today, adding to the huge gains over the past year. KB Homes (KBH), Pulte (PHA) and Hovnanian (HOV) have all doubled in price over the past year. Lennar (LEN) is up 44 percent, D.R. Horton (DHI) is up 47 percent and Toll Brothers (TOL) 33 percent. Those gains have prompted several other builders to go public this year. Taylor Morrison Home (TMHC), Tri Pointe, and William Lyon Home have all moved higher since their IPOs. And even though there's plenty of optimism that housing will continue to lead the broader economic recovery, there's some concern that these stocks may slow down. Homebuilder stocks can no longer be considered cheap. So some analysts see alternate routes for investors looking to play the housing boom. One way is through home-improvement retailers, which benefit from sales of both new and existing homes. Other plays include lumber, furniture and appliance companies. It's also worth noting that today's report on home construction showed that starts of single-family homes actually declined in March. It was the more volatile multi-family sector that led the advance. But there may be some stock market opportunities in REITs – real estate investment trusts – which focus on apartments. Among the biggest ones are Post Properties, Essex Property Trust and Associated Estates. They make money from collecting monthly rents. And these stocks generally trade below the value of the properties they own. Even some builders known for single-family homes are moving into the multi-family segment. Lennar announced in January that it plans to enter the apartment rental mar

  • [By Kris Hudson]

    Home-builder initial public offerings have delivered mixed results in the past year. Three are trading below their offering prices: Taylor Morrison Home Corp.(TMHC) is down 3.9% from its IPO price at $21.15. William Lyon Homes is down 3.7% at $24.07. UPC Inc. is down 2.9% at $14.57.

  • [By shash63]

    Taylor Morrison (TMHC) is the eighth-largest U.S. homebuilder in terms of revenue. The increase in home prices and strong demand for homes has made Southwest Florida a good investment option for residential construction companies. There are more buyers than sellers in this market, which is driving up home prices. Looking at the growth opportunity, the company is rapidly expanding in Southwest Florida and has undertaken several projects. It is developing a resort lifestyle community of 443 single-family homes and a Golf and Country Club community with 1,121 single-family homes. It expects to increase its community count by 30% in 2014. The rising number of communities is expected to increase Taylor Morrison�� revenue by 53% to $2.19 billion in 2013 and around $3.01 billion in 2014 to $3.36 billion in 2015.

Best Logistics Companies To Invest In Right Now: US Airways Group Inc (LCC)

US Airways Group, Inc. (US Airways Group) is a holding company whose primary business activity is the operation of a network air carrier through its wholly owned subsidiaries, US Airways, Piedmont Airlines, Inc. (Piedmont), PSA Airlines, Inc. (PSA), Material Services Company, Inc. (MSC) and Airways Assurance Limited (AAL). MSC and AAL operate in support of the Company�� airline subsidiaries in areas, such as the procurement of aviation fuel and insurance. It has hubs in Charlotte, Philadelphia and Phoenix and a focus city in Washington, D.C. at Ronald Reagan Washington National Airport (Washington National). During the year ended December 31, 2011, it offered scheduled passenger service on more than 3,100 flights daily to more than 200 communities in the United States, Canada, Mexico, Europe, the Middle East, the Caribbean, and Central and South America. It also has an East Coast route network, including the US Airways Shuttle service.

The Company had approximately 53 million passengers boarding its mainline flights in 2011. During 2011, the Company�� mainline operation provided scheduled service or seasonal service at 133 airports, while the US Airways Express network served 156 airports in the United States, Canada and Mexico, including 78 airports also served by its mainline operation. US Airways Express air carriers had approximately 28 million passengers boarding their planes in 2011. As of December 31, 2011, the Company operated 340 mainline jets and was supported by its regional airline subsidiaries and affiliates operating as US Airways Express under capacity purchase agreements, which operated 233 regional jets and 50 turboprops. The Company�� prorate carriers operated seven turboprops and seven regional jets at December 31, 2011.

In May 2011, US Airways Group and US Airways entered into an Amended and Restated Mutual Asset Purchase and Sale Agreement (the Mutual APA) with Delta Air Lines, Inc. (Delta). Pursuant to the Mutual APA, Delta agreed to acquire 132 slot pa! irs at LaGuardia from US Airways and US Airways agreed to acquire from Delta 42 slot pairs at Washington National and the rights to operate additional daily service to Sao Paulo, Brazil. On December 13, 2011, the transaction contemplated by the Mutual APA closed and ownership of the respective slots was transferred between the airlines. During 2011, the US Airways Express network served 156 airports in the continental United States, Canada and Mexico, including 78 airports also served by its mainline operation. During 2011, approximately 28 million passengers boarded US Airways Express air carriers��planes, approximately 44% of whom connected to or from its mainline flights.

The Company competes with Southwest, JetBlue, Allegiant, Frontier, Virgin America and Spirit.

Advisors' Opinion:
  • [By WALLSTCHEATSHEET]

    US Airways is an airline that operates passenger and freight planes. The stalled merger between US Airways and AMR Corp.�� American Airlines will finally be going through. The stock has exploded higher in 2013 and is currently trading near its yearly highs. Over the last four quarters, earnings have been decreasing while revenues have been rising, which has produced optimistic investors. Relative to its peers and sector, US Airways has been an average year-to-date performer. Look for US Airways to OUTPERFORM.

Best Logistics Companies To Invest In Right Now: Mine Safety Appliances Company (MSA)

Mine Safety Appliances Company develops, manufactures, and supplies health and safety products used by workers in the fire service, homeland security, construction, and other industries, as well as the military. It offers respiratory protection products, including self contained breathing apparatus, air-purifying respirators, gas masks, and escape hoods; and portable and permanent gas detection instruments, such as single-and multi-gas hand-held detectors, multi-point permanently installed gas detection systems, flame detectors, and open-path infrared gas detectors. The company also provides thermal imaging cameras; head, eye, face, and hearing protection products, such as industrial hard hats, fire helmets, and military helmets and communication systems; and body protection products comprising fall protection equipment and ballistic body armor. In addition, it offers consumer and contractor safety products through retail channels. The company?s products are used by first responders; general industry workers; military personnel; oil, gas, petrochemical, and chemical workers; hazmat and confined space workers; and construction workers and contractors. Mine Safety Appliances Company sells its products in North America, Europe, and internationally. The company was founded in 1914 and is based in Pittsburgh, Pennsylvania.

Advisors' Opinion:
  • [By Chuck Saletta]

    Take Mine Safety Appliances (NYSE: MSA  ) , for instance. The safety equipment provider missed expectations in its most recent quarter. But its very solid balance sheet helps protect it from the cyclicality in its industry, and its overall strength enabled it to increase its dividend last week, in spite of that short-term weakness. That solid balance sheet was one of the key factors that led to its selection for the iPIG portfolio and the reason the portfolio still has room for the company even though it slipped.

Best Logistics Companies To Invest In Right Now: Sirius XM Radio Inc.(SIRI)

Sirius XM Radio Inc. provides satellite radio services in the United States and Canada. It broadcasts a programming lineup of approximately 135 channels of commercial-free music, sports, news and information, talk and entertainment, traffic, and weather on subscription fee basis through two satellite radio systems in the United States; and holds an interest in the satellite radio services offered in Canada. The company also simulcasts music and selected non-music channels over the Internet; and offers applications to allow consumers to access its Internet services on mobile devices. As of December 31, 2010, it had 20,190,964 subscribers. In addition, the company designs, establishes specifications, sources or specifies parts and components, and manages various aspects of the logistics and production of satellite radios; licenses its technology to various electronics manufacturers to develop, manufacture, and distribute radios under various brands; and imports radios distri buted through its Websites. The company?s satellite radios are primarily distributed through automakers, retailers, and its Websites. Further, it provides music services for commercial establishments; a satellite television service to offer music channels as part of certain programming packages on the DISH Network satellite television service; music and comedy channels to mobile phone users through mobile phone carriers; Backseat TV, a service offering television content designed primarily for children in the backseat of vehicles; Travel Link, a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and real-time traffic and weather services. The company was formerly known as Sirius Satellite Radio Inc. and changed its name to Sirius XM Radio Inc. in August 2008. Sirius XM Radio Inc. was founded in 1990 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Rick Aristotle Munarriz]

    Bloomberg via Getty Images Companies can make brilliant moves, but there are also times when things don't work out quite as planned. From an online educator getting schooled to a PC dinosaur showing signs of coming back to life, here's a rundown of the week's best and worst in the business world. Hewlett-Packard (HPQ) -- Winner PC sales continue to slide, but market leader HP is turning things around. Industry tracker IDC may have served up some grim metrics for the state of desktops and laptops -- global PC shipments were down by nearly 8 percent, making this the sixth consecutive quarter of slipping sales -- but IDC estimates that HP bucked the trend by shipping more computers than it did a year earlier. The trend is even better domestically. HP was already having a good week when CEO Meg Whitman explained why she felt her company was well-positioned to thrive in the future. The IDC report suggests that HP's rosy future is now. K12 (LRN) -- Loser Online learning has come under fire in recent years. Are the students engaged enough? Is the education effective? Are the cost savings worth the shortcomings of the virtual classroom? We still don't have all of the answers, but we may be seeing enrollments peaking. Shares of K12 were slammed this week after the provider of Web-based curriculums for grade school students posted a disappointing outlook. K12 saws enrollments increased by a softer than expected 6 percent in its latest quarter. K12 also now sees revenue for the entire fiscal year that ends in June clocking in between $905 million and $925 million. Analysts were perched at $988 million. Ouch. That's not a passing grade. Microsoft (MSFT) -- Winner HP wasn't the only winner in IDC's review of the PC industry during the third quarter. Four of the five largest PC makers in this country saw their shipments increase. The lone holdout was Apple (AAPL) experiencing an 11 percent slide in Mac and MacBook sales during the period. That's sweet news for Mic

  • [By Blake Bos]

    The Internet radio debate continues to heat up with the news that�Apple� (NASDAQ: AAPL  ) is prepping to go prime time in the space. Shares in �Pandora� (NYSE: P  ) and�Sirius XM� (NASDAQ: SIRI  ) �took a licking in trading on the announcement -- but investors should keep an eye on the real story.�While the media would have you believe there can be only one victor in the battle for radio supremacy between Apple, Sirius XM,�Pandora, and many more, Motley Fool analyst Blake Bos has a different viewpoint worth considering.

  • [By Matt Thalman]

    Sirius XM (NASDAQ: SIRI  ) released quarterly earnings this morning and managed to grow net income by 15%, as the subscriber base grew 9% during the quarter. Earnings per share came in at $0.02, matching the year-ago EPS, while revenue rose to $897.4 million from $804.7 million the prior year. The company also forecast revenue of $3.7 billion this year, while analysts estimate $3.41 billion. Additionally, Sirius announced that Jim Meyer, who has served as the interim CEO since December, when Mel Karmazin stepped down, is now the CEO. Shares of Sirius are up 3.26% as of this writing.�

Best Logistics Companies To Invest In Right Now: BYD Co Ltd (BYDDY)

BYD COMPANY LIMITED is principally engaged in the research, development, manufacture and distribution of automobiles, secondary rechargeable batteries and mobile phone components. The Company operates its businesses primarily through secondary rechargeable battery business, which provides lithium-ion batteries and nickel batteries, which are applied in mobile phones, digital cameras, electric tools, electric toys and other portable electronic devices; mobile phone components and assembly businesses, which offers casings, keypads, liquid crystal display (LCD) modules, cameras, flexible circuit boards, chargers, and mobile phone design and assembly services, as well as automobile business, which provides automobiles, including G6, S6 and other series. Advisors' Opinion:
  • [By Michael Lewis]

    Getty Images Depending on your personal investing philosophy, risk profile, strategy, and a host of external factors, there's a long list of traits you could put on your checklist for what makes a stock right for your portfolio. And then there are the exceptions -- companies that, for good reason, fall outside of the parameters you've set, but that you can't help thinking are a "good investment" But picking a good investment doesn't always have to be so complex. You can use simpler screen -- a checklist of just a few traits that are universally good markers of an appealing long-term holding. Here are three key traits that will key you in to a good investment, regardless of the company's sector, whether it's considered a growth or value stock, or even whether it's a market favorite or a pariah. 1. A brand that's synonymous with the product Technology companies largely rely on human capital for their ongoing competitiveness. Needless to say, people are highly unpredictable assets that can, and do, change quickly. So, products with an Apple logo will only stay popular so long as the mechanics and technology created by its people are cutting-edge. In other words, it's the talent that made Apple (AAPL) what it is today. And in order to remain great, Apple needs to retain its best people and be better than its competitors in acquiring the top minds in its industry. That's why, despite the company's incredible growth and ability to shape the future of multiple industries, Apple will never be as sound an investment as, say, Coca-Cola (KO). Sure, Coca-Cola has an amazing manufacturing and distribution system, along with a super-secret formula to make its signature soft drink. But its true beauty as a company, a brand, and an investment, is that it has taken the simplest of ingredients and through brilliant branding turned its core product into one of the biggest, most recognizable brand names in the world (actually, the third biggest, according to Interbrand's 2013

Best Logistics Companies To Invest In Right Now: Franklin Covey Company (FC)

Franklin Covey Co. provides training and consulting solutions to address leadership, execution, productivity, trust, customer loyalty, sales performance, and education problems worldwide. The company also offers clients with training in management skills, relationship skills, and individual effectiveness, as well as personal-effectiveness literature and electronic educational solutions. In addition, it sells a suite of individual-effectiveness and leadership-development training products; and books, e-books, audio media, downloadable and paper-based tools, content-rich software applications for smart phones and other handheld devices, training accessories, and other related products. The company delivers its products and services through onsite presentations, facilitators, international licensees, e-learning, public workshops, custom solutions, intellectual property licenses, and media publishing methods to organizational clients, including corporations, governmental agenc ies, educational institutions, and other organizations, as well as individual clients. Franklin Covey Co. was founded in 1983 and is headquartered in Salt Lake City, Utah.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected: IHS Inc. (NYSE: IHS), Commercial Metals Company (NYSE: CMC), Franklin Covey Company (NYSE: FC), Micron Technology, Inc. (NASDAQ: MU), Apollo Group, Inc. (NASDAQ: APOL) Economic Releases Expected: French consumer confidence, German unemployment rate, Brazilian CPI, Canadian trade balance

    Wednesday

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