Saturday, October 18, 2014

Top Rising Stocks For 2014

Fear and worry about China's economy and financial system appears to be taking its toll on China's leading insurers, and MoneyShow's Jim Jubak, thinks that's why it's important to look for a financial company in China that's firing on all cylinders.

Ping An Insurance Group ((PNGAY) in New York and (HK:2318) in Hong Kong) kicked off earnings reporting season for China�� big insurance companies yesterday. Ping An, China�� second largest insurer, reported a 40.3% gain in net income for 2013.

That 40% gain in net income is likely to be among the lower increases reported by China�� insurance companies in the next few weeks. The average growth in net income among insurers expected by analysts is 92%. I think that makes it worthwhile holding the best of these insurers��uch as Ping An and China Life (LFC), a member of my Jubak�� Picks portfolio, for these earnings reports, even though the systemic stress��nd thus risk��n China�� financial system is rising.

Top Penny Companies To Own For 2015: MDU Resources Group Inc (MRE)

MDU Resources Group, Inc.,incorporated on March 14, 1924, is a diversified natural resource company. Montana-Dakota Utilities Co. (Montana-Dakota) is a public utility division of the Company. Montana-Dakota, through the electric and natural gas distribution segments, generates, transmits and distributes electricity and distributes natural gas in Montana, North Dakota, South Dakota and Wyoming. Cascade Natural Gas Corporation (Cascade), which is an indirect wholly owned subsidiary of MDU Energy Capital, distributes natural gas in Oregon and Washington. Intermountain Gas Company (Intermountain) distributes natural gas in Idaho. Great Plains Natural Gas Co. (Great Plains), which is a public utility division of the Company, distributes natural gas in western Minnesota and southeastern North Dakota. These operations also supply related value-added services. The Company�� segments include electric, pipeline and energy services, exploration and production, construction materials and contracting and construction services.

The Company, through its wholly owned subsidiary, Centennial Energy Holdings, Inc. (Centennial), owns WBI Holdings, Inc. (WBI Holdings) (consisting of the pipeline and energy services and the exploration and production segments), Knife River Corporation (Knife River) (construction materials and contracting segment), MDU Construction Services Group, Inc. (MDU Construction Services) (construction services segment), Centennial Energy Resources LLC (Centennial Resources) and Centennial Holdings Capital LLC (Centennial Capital) (both included in the Other category). The Company produces Greenhouse gas (GHG) emissions primarily from its fossil fuel electric generating facilities, as well as from natural gas pipeline and storage systems, operations of equipment and fleet vehicles, and oil and natural gas exploration and development activities.

Electric

Montana-Dakota provides electric service at retail, serving more than 131,000 residential, commercial, indu! strial and municipal customers in 177 communities and adjacent rural areas as of December 31, 2012. The principal properties owned by Montana-Dakota for use in its electric operations include interests in 10 electric generating facilities and three small portable diesel generators, as further described under System Supply, System Demand and Competition, approximately 3,100 and 4,700 miles of transmission and distribution lines, respectively and 51 transmission and 268 distribution substations. Montana-Dakota has obtained and holds valid and existing franchises authorizing it to conduct its electric operations in all of the municipalities it serves where such franchises are required.

The Company, through the Midwest Independent Transmission System Operator, Inc. (Midwest ISO), Montana-Dakota has access to wholesale energy, ancillary services and capacity markets. The Midwest ISO is a regional transmission organization responsible for operational control of the transmission systems of its members. The Midwest ISO provides security center operations, tariff administration and operates day-ahead and real-time energy markets, ancillary services and capacity markets. In 2012, Montana-Dakota purchased approximately 27 % of its net kilowatts-hour needs for its interconnected system through the Midwest ISO market.

Montana-Dakota serves markets in portions of western North Dakota, including Bismarck, Mandan, Dickinson and Williston; eastern Montana, including Glendive and Miles City; and northern South Dakota, including Mobridge. The maximum electric peak demand experienced to date attributable to Montana-Dakota's sales to retail customers on the interconnected system was 573,587 kilowatts in July, 2012. The interconnected system consists of nine electric generating facilities and three small portable diesel generators, which has an aggregate nameplate rating attributable to Montana-Dakota's interest of 488,905 kilowatts. Through the Sheridan System, which is a separate electric system o! wned by M! ontana-Dakota, Montana-Dakota serves Sheridan, Wyoming, and neighboring communities. The maximum peak demand attributable to Montana-Dakota sales to retail customers on that system was approximately 61,501 kilowatts in July, 2012.

Montana-Dakota's four principal generating stations are steam-turbine generating units, which uses coal for fuel. The nameplate rating for Montana-Dakota's ownership interest in these four stations , including interests in the Big Stone Station and the Coyote Station, aggregating 22.7 % and 25%, respectively is 327,758 kilowatts. Two combustion turbine peaking stations, two wind electric generating facilities, a heat recovery electric generating facility and three small portable diesel generators supply the balance of Montana-Dakota's interconnected system electric generating capability.

The Coyote coal supply agreement provides for the purchase of coal necessary to supply the coal requirements of the Coyote Station or 30,000 tons per week, whichever may be the greater quantity at contracted pricing. The Heskett and Lewis & Clark coal supply agreements provide for the purchase of coal necessary to supply the coal requirements of these stations at contracted pricing. Montana-Dakota estimates the Heskett and Lewis & Clark coal requirement to be in the range of 450,000 to 550,000 tons and 250,000 to 350,000 tons per contract year, respectively

Natural Gas Distribution

The Company's natural gas distribution operations consist of Montana-Dakota, Great Plains, Cascade and Intermountain, which sell natural gas at retail, serving over 859,000 residential, commercial and industrial customers in 334 communities and adjacent rural areas across eight states as of December 31, 2012, and provide natural gas transportation services to certain customers on their systems. These services are provided through distribution systems aggregating approximately 18,200 miles.

The Company's purchased natural gas is supplied by a po! rtfolio o! f contracts specifying market-based pricing and is transported under transportation agreements with WBI Energy Transmission, Northwest Pipeline GP, Northern Natural Gas, Gas Transmission Northwest LLC, Northwestern Energy, Viking Gas Transmission Company and Ruby Pipeline LLC. The natural gas distribution operations have contracts for storage services to provide gas supply during the winter heating season and to meet peak day demand with various storage providers, including WBI Energy Transmission, Questar Pipeline Company, Northwest Pipeline GP and Northern Natural Gas. In addition, certain of the operations have entered into natural gas supply management agreements with various parties.

Pipeline and Energy Services

WBI Energy Transmission, the regulated business of this segment, owns and operates approximately 3,800 miles of transmission, gathering and storage lines in Montana, North Dakota, South Dakota and Wyoming. WBI Energy Midstream owns a 50% undivided interest in certain midstream assets located in western North Dakota. Three underground storage fields in Montana and Wyoming provide storage services to local distribution companies, producers, natural gas marketers and others, and serve to enhance system deliverability. WBI Energy Transmission's system is located near five natural gas producing basins, making natural gas supplies available to WBI Energy Transmission's transportation and storage customers. The system has 13 interconnecting points with other pipeline facilities allowing for the receipt and/or delivery of natural gas to and from other regions of the country and from Canada.

WBI Energy Midstream, the non-regulated pipeline business of this segment, owns and operates gathering facilities in Colorado, Kansas, Montana and Wyoming. It also owns a 50% undivided interest in certain midstream assets located in western North Dakota that were acquired in 2012, which include a natural gas processing plant, both oil and gas gathering pipelines, an ! oil stora! ge terminal and an oil pipeline. Prairielands is an energy services business,which provides natural gas purchase and sales services to local distribution companies, producers, other marketers and a limited number of end-users, primarily using natural gas produced by the Company's exploration and production segment. WBI Energy Transmission's underground natural gas storage facilities has a storage capacity of approximately 353 billion cubic feet, including 193 billion cubic feet of working gas capacity, 85 billion cubic feet of cushion gas and 75 billion cubic feet of native gas.

Exploration and Production

Fidelity is involved in the acquisition, exploration, development and production of oil and natural gas resources. Fidelity continues to seek additional reserve and production growth opportunities through these activities. Fidelity's business is focused primarily in two core regions: Rocky Mountain and Mid-Continent/Gulf States.

Fidelity's Rocky Mountain region includes Bakken areas , which includes oil targets in which Fidelity holds approximately 16,000 net acres in Mountrail County, North Dakota, approximately 51,000 net acres in Stark County, North Dakota, and approximately 60,000 net acres in Richland County, Montana; Cedar Creek Anticline, which is in primarily in eastern Montana, the Company has a long-held net profits interest in this oil play. Paradox Basin holds approximately 83,000 net acres located in Grand and San Juan Counties, Utah, targeting oil; Big Horn Basin includes approximately 33,000 net acres in Wyoming, targeting oil and Natural gas liquids (NGL); Green River Basin properties primarily includes natural gas targets in Wyoming in which the Company holds approximately 36,000 net acres; Baker Field is a long-held natural gas properties in which Fidelity holds approximately 99,000 net acres in southeastern Montana and southwestern North Dakota; Bowdoin Field is a long-held natural gas properties in which Fidelity holds approximately 127,000 net! acres in! north-central Montana, and Other includes other exploratory oil projects in the Niobrara play in Wyoming and the Heath Shale in Montana; along with the Powder River Basin natural gas properties, which Fidelity is pursuing divestment of and various non-operated positions.

Fidelity's Mid-Continent/Gulf States region includes South Texas area includes approximately 9,000 net acres in the Tabasco, Texan Gardens and Flores fields, this area has NGL content associated with the natural gas. East/Central Texas holds approximately 27,000 net acres, primarily natural gas and associated NGL. Other includes various non-operated onshore interests, as well as offshore interests in the shallow waters off the coasts of Texas and Louisiana. At December 31, 2012, there were 44 gross (17 net) wells in the process of drilling or under evaluation, 39 of which were development wells and 5 of which were exploratory wells.

Construction Materials and Contracting

Knife River operates construction materials and contracting businesses. These operations mine, process and sell construction aggregates (crushed stone, sand and gravel); produce and sell asphalt mix and supply ready-mixed concrete for construction, including roads, freeways and bridges, as well as homes, schools, shopping centers, office buildings and industrial parks. Although not common to all locations, other products include the sale of cement, liquid asphalt for various commercial and roadway applications, various finished concrete products and other building materials and related contracting services.

Construction Services

MDU Construction Services specializes in constructing and maintaining electric and communication lines, gas pipelines, fire suppression systems, and external lighting and traffic signalization equipment. This segment also provides utility excavation services and inside electrical wiring, cabling and mechanical services, sells and distributes electrical materials, and manufactures ! and distr! ibutes specialty equipment. These services are provided to utilities and manufacturing, commercial, industrial, institutional and government customers. MDU Construction Services operates a fleet of owned and leased trucks and trailers, support vehicles and specialty construction equipment, such as backhoes, excavators, trenchers, generators, boring machines and cranes. In addition, as of December 31, 2012, MDU Construction Services owned or leased facilities in 17 states. This space is used for offices, equipment yards, warehousing, storage and vehicle shops.

Advisors' Opinion:
  • [By Eric Lam]

    Martinrea International Inc. (MRE), a metal auto-parts maker, slumped 10 percent to C$10.96 after the company said it received a press release discussing a claim from Nat Rea, former vice chairman of the company. Martinrea has not received the claim or reviewed the allegations and will ��espond appropriately in due course.��

Top Rising Stocks For 2014: Market Vectors Steel ETF (SLX)

Market Vectors Steel ETF (the Fund) seeks to replicate as closely as possible the price and yield performance of the NYSE Arca Steel Index (STEEL or the Index) by investing in a portfolio of securities that generally replicates STEEL. STEEL, calculated by the NYSE Alternext, is a modified market capitalization-weighted index consisting of publicly traded companies predominantly involved in the production of steel products or mining and processing of iron ore. The Index includes companies primarily involved in a variety of activities related to steel production, including the operation of manufacturing mills and fabrication of steel products. Companies eligible for inclusion in Index should be engaged in solar power and related products and services, deriving at least 66% of revenues from it with market cap exceeding $100 million, and should have three-month trading volume equal to or greater than $1 million per day. Its investment advisor is Van Eck Associates Corporation. Advisors' Opinion:
  • [By John Udovich]

    On Monday, Goldman Sachs upgraded the whole steel sector from Cautious to Neutral and specifically upgraded small cap and mid cap steel stocks AK Steel Holding Corporation (NYSE: AKS), United States Steel Corporation (NYSE: X) and Steel Dynamics Inc. (NASDAQ: STLD) to Buy with price targets of $6, $30 and $22, respectively, but should you go for one of these individual steel stocks or for the Market Vectors Steel ETF (NYSEARCA: SLX)? To begin with, Goldman Sachs says that the�supply-demand fundamentals for steel are starting to look more appealing as some supply has been taken out plus they have a very bearish view on input costs (as in iron ore)���which bodes well for steel producers in the long run. Moreover, recently filed trade cases could provide some tailwind���if they are successful.�Of course a rising tide can lift all ships, but Goldman Sachs suggests that you go for the following�small cap or mid cap steel stocks:�

  • [By Ben Levisohn]

    In our late October report on X, we noted the Company was “scratching the surface” on operational improvement, and we expected shares to edge higher over the near term. While X shares have appreciated by 16% since that report vs. the S&P 500 of +4% and the [Market Vectors Steel ETF (SLX)] of +3%, we believe shares have more room to run based on our positive carbon hot-rolled steel pricing revisions for 2014: meaningful raw material cost tailwinds (coal, scrap, iron ore); low Street EPS and EBITDA expectations for 2014-2015; an ever-increasing interest rate environment (benefits for pension exposure); more evidence of European macro stability; and above-average likelihood of incremental operational efficiency announcements such as a joint venture or tolling agreement with Allegheny Technologies Incorporated (ATI).

Top Rising Stocks For 2014: Plains All American Pipeline L.P.(PAA)

Plains All American Pipeline, L.P., through its subsidiaries, engages in the transportation, storage, terminalling, and marketing of crude oil, refined products, and liquid petroleum gas (LPG) products in the United States and Canada. The company operates in three segments: Transportation, Facilities, and Supply and Logistics. The Transportation segment transports crude oil and refined products on pipelines, gathering systems, trucks, and barges. As of December 31, 2011, this segment owned and leased 16,000 miles of active crude oil and refined products pipelines and gathering systems; 23 million barrels of above-ground tank capacity used primarily to facilitate pipeline throughput; 67 trucks and 382 trailers; and 82 transport and storage barges, and 44 transport tugs. The Facilities segment provides storage, terminalling, and throughput services for crude oil, refined products, and LPG and natural gas, as well as offers LPG fractionation and isomerization, and natural gas processing services. The Supply and Logistics segment purchases crude oil at the wellhead, and pipeline and terminal facilities; waterborne cargoes at their load port and various other locations in transit; and LPG from producers, refiners, and other marketers. This segment also resells or exchanges crude oil and LPG; and transports oil and LPG on trucks, barges, railcars, pipelines, and ocean-going vessels to various delivery points. It has 622 trucks and 731 trailers, and 2,453 railcars. The company also owns and operates natural gas storage facilities. Plains All American Pipeline, L.P. was founded in 1998 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    Still, Enerplus faces several challenges. In the Bakken, EOG Resources (NYSE: EOG  ) still has a huge cost advantage over Enerplus in terms of well costs, spending a third less on its Bakken wells than Enerplus. In addition, although Enbridge (NYSE: ENB  ) and Plains All American (NYSE: PAA  ) have helped increase the availability of rail transport to help get energy products out of the region, the additional costs involved still keep Enerplus from realizing the full value of its oil and gas.

  • [By Robert Rapier]

    But much of this newfound oil and gas production is taking place in regions that haven�� been traditional producers of oil and gas. This has created strong demand for midstream providers to build the gathering systems, pipelines and storage tanks required to move oil and gas from fields in North Dakota and Pennsylvania to customers on the Gulf Coast and in the Northeast. This profited such midstream MLP giants as�Kinder Morgan Energy Partners�(NYSE: KMP),�Enterprise Products Partners�(NYSE: EPD), and�Plains All American Pipeline�(NYSE: PAA).

Top Rising Stocks For 2014: Bank Rakyat Indonesia Persero Tbk PT (BKRKY)

PT Bank Rakyat Indonesia (Persero) Tbk (the Bank) is an Indonesia-based financial institution. It is engaged in banking activities and its products and services include savings, loans, credits, treasury products and investment banking. It provides service to micro, small and middle enterprise (SME). Besides that, the Bank also engages in providing consumer finance as well as e-banking services which can be accessed by Internet, telephone, Short Message Service (SMS) and other e-channel service such as Cash Deposit Machine (CDM), Electronic Data Capture (EDC), and KiosK. The Bank's subsidiaries are PT Bank BRISyariah, PT Bank Agroniaga Tbk and BRIngin Remittance Co. Ltd. The Bank has an international branch in Cayman Islands and two representative offices in New York and Hong Kong. Advisors' Opinion:
  • [By Holly LaFon]

    Bank Rakyat Indonesia (BKRKY) (Persero) Tbk PT, a leading commercial bank and microfinance lender in Indonesia, declined in the third quarter. Recent stock performance was largely attributable to a significant drop in the Indonesian Rupiah. While we believe the company's fundamentals and competitive position remain sound, the country suffered a larger than expected deterioration in its current account deficit, leading to a weaker currency and higher interest rates, which negatively impacted its local equity market. (Michael Kass)

Top Rising Stocks For 2014: Safran SA (SAFRY.PK)

Safran SA is a France-based high-technology company which produces aircraft and rocket engines and propulsion systems. It divides its work into three segments: Aerospace, Aircraft, Defense and Security. The Aerospace Propulsion division provides engines, turbines and parts for aircraft, and rocket boosters for civil, military and spatial markets through several subsidiaries, including Snecma, among others. The Aircraft Equipment division produces landing gear, wheels and carbon brakes, aircraft engine nacelles and airborne power electronics through its subsidiaries, including Aircelle, among others. The Defense division includes the subsidiary, Sagem, and makes systems and equipment for inertial navigation and other defense applications to be used on military transport and combat aircraft, helicopters, warships, armored vehicles and artillery systems. In October 2013, the Company completed the sale of its United States-based subsidiary, Global Motors Inc to Allied Motion Inc. Advisors' Opinion:
  • [By Daniel Lauchheimer]

    Currently, three main companies supply security equipment to the TSA - Safran (SAFRY.PK), Smiths (SMGKF.PK), and Level-3 Holdings (LLL). All three of these companies sell the whole range of their products to the TSA, with an ETD offering included. Recently, however, a new company, Implant Sciences Corporation (IMSC.PK) received approval from the TSA to begin selling their ETD equipment to airport security professionals. This approval has opened the door for IMSC to begin taking some market share away from the more established players in the US and beyond.

Top Rising Stocks For 2014: Broadcom Corporation(BRCM)

Broadcom Corporation designs and develops semiconductors for wired and wireless communications. It provides a portfolio of system-on-a-chip (SoC) and software solutions for the manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices, which enable the delivery of voice, video, data, and multimedia content to the home, office, and mobile environment. Its broadband communications products include cable modem SoCs; femtocell SoCs; MPEG/AVC/VC-1 encoders and transcoders; xDSL, passive optical network, and cable modem customer premises equipment and central office solutions; powerline networking SoCs; digital cable, direct broadcast satellite, terrestrial, and Internet protocol (IP) set-top box integrated receiver demodulators; high definition television and standard definition TV SoCs; and Blu-ray disc SoCs. The company?s mobile and wireless products comprise Wi-Fi and Bluetooth SoCs, wireless connectivity com bo chips, global positioning system SoCs, multimedia processors, applications processors, power management units, VoIP SoCs, mobile TV SoCs, and near field communications tags. Its infrastructure and networking products include Ethernet copper transceivers, Ethernet controllers and switches, backplane and optical front-end physical layer devices, security processors and adapters, and broadband processors. The company markets and sells its products through direct sales force, distributors, and manufacturers? representatives in the United States, as well as through regional offices, and a network of independent distributors and representatives in Asia, Australia, Europe, and North America. The company was founded in 1991 and is headquartered in Irvine, California.

Advisors' Opinion:
  • [By Chris Neiger]

    Broadcom (NASDAQ: BRCM  ) introduced the first quad-core HSPA+ processor with 5G Wi-Fi, near-field communication, GPS, and indoor positioning. The company said the BCM23550 processor is designed for high performance entry-level phones, and is built for the Android 4.2 Jelly Bean mobile operating system.�

  • [By WALLSTCHEATSHEET]

    Broadcom provides wireless and wired semiconductor technologies to businesses and consumers worldwide. A recent earnings release has investors disappointed with the company. The stock has struggled in recent years and is currently trading near lows for the year. Over the last four quarters, earnings have decreased while revenues have increased, which has left investors to expect more from the company. Relative to its peers and sector, Broadcom has been a weak year-to-date performer. WAIT AND SEE what Broadcom does this coming quarter.

  • [By Vinay Singh]

    The only close competitor to Snapdragon 800 is NVIDIA�(NVDA)'s fourth generation Tegra chips, Tegra 4i, which are expected to be launched in the beginning of next year, and Broadcom�� (BRCM) recently launched BCM21892. The Tegra 4i will be half the size of Snapdragon 800 processor and BCM21892 is currently the smallest LTE 4G enabled chip in the industry. The smaller size of the chips makes them cheaper to produce and more energy efficient. However, Qualcomm�� earlier launch of its Snapdragon 800 processor with an LTE ��dvanced feature places it in an advantageous position, as there is no other competing product.

  • [By Ashraf Eassa]

    After the "scary" drop from $66 to $61.38 or so, the sentiment briefly turned negative on the name. When you run into these kinds of drops, just head on over to StockTwits, and you'll see the same "twits" parroted over and over again. In Qualcomm's case, they went something like:

    <Technical Analysis Mumbo Jumbo> THIS SEES $53!Broadcom (BRCM) will eat Qualcomm's lunch, Qualcomm going below $60!They missed estimates! What a lousy company!

    And it went on and on. Smart money, while perhaps slightly perturbed by the drop in QCT operating margins, recognized that the QTL profit stream was still great, and further recognized that the company had now raised full-year guidance twice... precisely due to QCT market share leadership. Just because Qualcomm missed the overly-optimistic analyst estimates doesn't mean that the shares deserved that kind of whack for more than a week or two.

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