Refiners like Phillips 66�(PSX), Valero Energy�(VLO), Holly Frontier�(HFC), Marathon Petroleum�(MPC) and Tesoro (TSO) had a painful start to the year. The pain might be about to turn to gain, according to Barclays.
Bloomberg NewsBarclays’�Paul Cheng explains why:
While the US refining industry has seen headwinds with the narrowing Brent-LLS differential, we continue to believe the US refining segment will rank among the market�� best-performing groups over the next 1-2 years…
We believe that the narrow LLS-Brent differential during the past two months has primarily been the result of poor weather affecting both production and the logistics necessary to transport the production to refineries…
Cheng says investors should overweight the entire US refining industry, but is particularly fond of Valero Energy, which is “best positioned to take advantage of the changing Gulf Coast crude oil landscape,” and Tesoro, when “investors start to shift their focus to relative underperformers within the refining sector.”
Hot Freight Companies To Own In Right Now: Powershares Qqq Trust Series 1 (QQQ)
PowerShares QQQ Trust, Series 1, formerly The NASDAQ-100 Trust, Series 1, is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust holds all of the component securities of the Nasdaq-100 Index. The Trust's investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index.
The Trust was created to provide investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index. Nasdaq Global Funds, Inc. is the sponsor of the Trust and The Bank of New York is the trustee of the Trust.
Advisors' Opinion:- [By Dan Caplinger]
Since then, several other indexes had been less hesitant to add Facebook to their ranks. Russell's indexes were among the first to include Facebook as a constituent, and as various lockup provisions expired to expand the stock's float, Russell responded earlier this year by boosting the social-media giant's weighting in several key indexes. The Nasdaq 100 brought on Facebook as a member a year ago, giving shareholders in PowerShares QQQ (NASDAQ: QQQ ) the same conundrum that S&P index fund investors face today.
- [By Dan Caplinger]
2. Technology
The Technology Select Sector SPDR (NYSEMKT: XLK ) weighs in with $10 billion in assets. It's much less popular among traders, with only 11 million shares trading on an average day. That's likely because the alternative Nasdaq-100 tracking PowerShares QQQ (NASDAQ: QQQ ) is the favored ETF for tech exposure, as the Nasdaq includes most of the largest tech stocks in the market.
Top 10 Logistics Companies To Watch For 2014: MGM Resorts International(MGM)
MGM Resorts International, through its subsidiaries, primarily owns and operates casino resorts in the United States. The company?s resorts offer gaming, hotel, dining, entertainment, retail, and other resort amenities. It also owns and operates golf courses and a golf club. As of December 31, 2010, the company owned and operated 15 properties located in Nevada, Mississippi, and Michigan; and has 50% investments in 4 other casino resorts in Nevada, Illinois, and Macau. In addition, MGM Resorts International has an agreement with the Mashantucket Pequot Tribal Nation, which owns and operates a casino resort in Connecticut, to carry the ?MGM Grand? brand name. The company was formerly known as MGM MIRAGE and changed its name to MGM Resorts International in June 2010. MGM Resorts International was founded in 1986 and is based in Las Vegas, Nevada.
Advisors' Opinion:- [By Travis Hoium]
The next step
The top end of the market has been doing well over the past two years, and Las Vegas Sands (NYSE: LVS ) and Wynn Resorts (NASDAQ: WYNN ) have been the beneficiaries. Las Vegas Sands's Las Vegas�revenue was up 7% in the first quarter, while Wynn's�was up 6.6%. But MGM Resorts (NYSE: MGM ) and Caesars Entertainment (NASDAQ: CZR ) haven't seen the same success in the lower end of the market.
Top 10 Logistics Companies To Watch For 2014: Diebold Inc (DBD)
Diebold, Incorporated, incorporated in August 1876, is engaged in providing integrated self-service delivery and security systems and services to the financial, commercial, government and retail markets. Sales of systems and equipment are made directly to customers by the Company�� sales personnel, manufacturers��representatives and distributors globally. The sales and support organizations work closely with customers and their consultants to analyze and fulfill the customers��needs. The Company has two lines of business: Self-Service Solutions and Security Solutions. The Company�� segments are consisted of two sales channels: Diebold North America (DNA) and Diebold International (DI). In September 2012, it acquired GAS Tecnologia (GAS).
The DNA segment sells and services financial and retail systems in the United States and Canada. The DI segment sells and services financial and retail systems over the remainder of the globe through wholly owned subsidiaries, joint ventures and independent distributors in countries throughout Europe, the Middle East, Africa, Latin America and in the Asia Pacific region, excluding Japan and Korea.
Self-Service Solutions
The Company offers an integrated line of self-service technologies and services, including comprehensive automated teller machine (ATM) outsourcing, ATM security, deposit and payment terminals and software. The Company is a global supplier of ATMs and related services. The Company offers a range of self-service solutions. Self-service products include a range of ATMs and teller automation, including deposit automation technology, such as check-cashing machines, bulk cash recyclers and bulk check deposit. The Company offers software solutions consisting of multiple applications, which process events and transactions. These solutions are delivered on the appropriate platform. From analysis and consulting to monitoring and repair, the Company provides value and support to its customers every step of the way. ! Services include installation and ongoing maintenance of its products, OpteView remote services, branch transformation and distribution channel consulting. Outsourced and managed services include remote monitoring, troubleshooting for self-service customers, transaction processing, currency management, maintenance services and full support through person to person or online communication.
Security Solutions
The Company provides its customers with the technological advances to protect their assets. The Company provides physical and electronic security systems, as well as facility transaction products, which integrate security, software and assisted-service transactions, providing total security systems solutions to financial, retail, commercial and government markets. The Company provides security solutions and facility products, including in-store bank branches, pneumatic tube systems for drive-up lanes, vaults, safes, depositories, bullet-resistive items and undercounter equipment. The Company provides a range of electronic security products, including digital surveillance, access control systems, biometric technologies, alarms and remote monitoring and diagnostics. The Company provides security monitoring solutions, including fire, managed access control, energy management, remote video management and storage, as well as logical security.
Integrated Solutions
The Company provides end-to-end outsourcing solutions with a single point of contact for customer�� self-service channel. Its solution includes hardware, software, services or a combination of all three components. The Company provides value to its customers by offering a range of integrated services and support. The Company�� service organization provides analysis and planning of new systems, systems integration, architectural engineering, consulting and project management, which encompass all facets of a financial self-service implementation. The Company also provides design, products, ser! vice, ins! tallation, project management and monitoring of electronic security products to financial, government, retail and commercial customers.
Election Systems
The Company is a provider of voting equipment and related products and services in Brazil. The Company provides elections equipment, networking, tabulation and diagnostic software development, training, support and maintenance.
The Company competes with NCR Corporation, Wincor-Nixdorf, Grg Equipment Co., Nautilus Hyosung, Itautec and Perto.
Advisors' Opinion:- [By U.S. News]
In at least one Texas bank and one Ohio credit union, 3D video banking is currently undergoing testing, according to TheFinancialBrand.com, a website for bank and credit union marketing executives. Three-dimensional video banking is similar to a consumer video conference with a bank representative –- only in this case, the executive looks like a living, breathing person sitting across from you. Thanks to theater surround sound, the representative also sounds as if they're in the same room. And since the consumer is interacting with a real person and not an automated hologram, the experience apparently isn't much different than the real thing. Banking and managing money isn't what it used to be. The 1970s and 1980s brought us the rise of the ATM. Consumers became acquainted with online banking during the 1990s and the first decade of the 2000s. The 2010s are shaping up as the era of mobile banking. That was underscored Sept. 10-11 in New York City when Mitek Systems Inc. (MITK), a San Diego-based technology company, debuted its Mobile Photo Account Opening product at Finovate, a trade show where banking tech products are often unveiled. The product allows consumers to open a bank account within 60 seconds. If you have your bank's app, you can use your smartphone's camera to take a photo of the front and back of your driver's license, and presto, your new checking, savings or credit card account is open. Here's a look at other financial products and services personal financial experts think we'll be using in the future. Within 10 years. "The economic payments system will begin to 'know us,' either through biometrics, optical sensor or facial recognition," says Joshua Siegel, managing principal of StoneCastle Partners, a New York-based asset management firm that invests in banks. That's already happening to some extent with smartphones –- the new Apple (AAPL) iPhone 5S, for example, uses fingerprint scanning to unlock the phone. Meanwhile, some fi
Top 10 Logistics Companies To Watch For 2014: Semgroup Corporation(SEMG)
SemGroup Corporation provides gathering, transportation, storage, distribution, blending, marketing, and other midstream services primarily to independent producers, refiners of petroleum products, and other market participants in the Midwest and Rocky Mountain regions of the United States, Canada, and the West Coast of the United Kingdom. It also purchases, stores, and sells natural gas liquids in the United States; provides natural gas gathering and processing services in Canada and the United States; offers refined products and crude oil storage services in the United Kingdom; and purchases, produces, stores, and distributes liquid asphalt cement products in Mexico. The company owns, contracts, and leases various pipelines, gathering systems, storage facilities, terminals, processing plants, blending facilities, and other distribution assets. It operates approximately 1,400 miles of natural gas transportation, gathering, and distribution pipelines in Kansas, Oklahoma, T exas and Alberta, Canada. The company was founded in 2000 and is headquartered in Tulsa, Oklahoma.
Advisors' Opinion:- [By Holly LaFon]
In early August SemGroup (SEMG), an owner and operator of oil and gas midstream assets, including pipelines and storage and blending facilities, closed on an opportunistic purchase of assets from Chesapeake Energy. The assets nicely complement SemGroup's existing core assets that stretch from Colorado to Oklahoma. While SemGroup will have to spend money to complete the assets��oney that financially distressed Chesapeake likely could not justify��e view the expenditures favorably given their high return characteristics.From Third Avenue Management's fourth quarter 2013 commentary.
- [By Robert Rapier]
Rose Rock Midstream (NYSE: RRMS) isn’t a name we have discussed much here. RRMS is an MLP that owns oil-gathering, storage and transportation assets in Colorado, Kansas, Montana, North Dakota, Oklahoma and Texas. The MLP was formed by midstream energy giant SemGroup (NYSE: SEMG), which acts as the general partner. RRMS had its IPO in December 2011 with an initial EV of $1.2 billion and a minimum yield of 4.7 percent.
- [By Aimee Duffy]
At this point, it's not really news when Chesapeake Energy (NYSE: CHK ) reports that it's selling assets to anyone who will buy them. The company's quest to scrape together $4 billion to $7 billion to cover its budget shortfall this year has it in the news seemingly every other week. In this video, Fool.com contributor Aimee Duffy discusses Chesapeake's most recent divestiture, and why the real winner in this $300 million deal is the buyer: Tulsa's SemGroup (NYSE: SEMG ) .
Top 10 Logistics Companies To Watch For 2014: Tower Group Inc.(TWGP)
Tower Group, Inc., through its subsidiaries, provides commercial, specialty, and personal property and casualty insurance products and services to businesses in various industries and to individuals in the United States. The company offers commercial multiple-peril packages that comprise property, liability, business interruption, equipment breakdown, fidelity, and inland marine coverages; workers? compensation policies; commercial and personal automobile policies; personal packages; and mono-line commercial general liability and commercial umbrella policies for individuals and business owners. It also writes commercial fire and allied lines policies for the protection of commercial buildings; and inland marine insurance protection for the property of businesses that is not at a fixed location and for items of personal property that are easily transportable, including builders risk, contractors? equipment and installation, domestic transit and transportation, fine arts, property floaters, and leased property. In addition, the company provides homeowners and personal dwellings policies, which offer property and liability coverages for one and two-family, and owner-occupied residences; and additional coverage to the homeowner for personal umbrella and personal inland marine. Further, it offers various services, such as underwriting, claims administration, operational and technology services for other insurance companies. The company markets its products and services through its independent retail, wholesale, and program underwriting agents. Tower Group, Inc. was founded in 1989 and is headquartered in New York, New York.
Advisors' Opinion:- [By Ben Levisohn]
Tower Group International (TWGP) has plunged 28% to $5.35 after the insurance company increased the amount of cash it needed to set aside well above expectations and Fitch downgraded its credit rating.
Top 10 Logistics Companies To Watch For 2014: Imperial Holdings Inc. (IFT)
Imperial Holdings, Inc., through its subsidiaries, operates as a specialty finance company in the United States. The company operates in two business segments: Life Finance and Structured Settlements. The Life Finance segment comprises life settlements and finance loan businesses. The Structured Settlement segment purchases structured settlements at a discounted rate and sells such assets to third parties. This segment primarily markets its products through the Internet and television. Imperial Holdings, Inc. was founded in 2006 and is based in Boca Raton, Florida.
Advisors' Opinion:- [By DCResearch]
Imperial Holdings (IFT) fits the bill for all of those traits and investors today can buy Imperial Holdings for less than 0.75x book value. Upside to book value, an obvious valuation factor for most financial companies, would result in a greater than 40% return for a patient investor. I believe that this is far below the fair value for IFT�� book of life settlements, and upside is in excess of $13 per share.
- [By Whopper Investments]
Note: This is my response to the recent short case on Imperial Finance (IFT). Obviously, all humans are fallible, and I'm sure someone can find just as much to argue with my long case as I found to argue with his short case. Please read for yourself, do your own research, and make your own decision. I am long IFT and plan on fully participating in the rights offering.
Top 10 Logistics Companies To Watch For 2014: ACADIA Pharmaceuticals Inc.(ACAD)
ACADIA Pharmaceuticals Inc., a biopharmaceutical company, focuses on drug discovery and clinical development of novel treatments for central nervous system disorders. The company has a portfolio of four product candidates, including pimavanserin, which is in Phase III clinical development as a treatment for Parkinson's disease psychosis. It is also developing AGN-XX/YY, a product candidate in Phase II for chronic pain; and AC-262271, a product candidate in Phase I for glaucoma in collaboration with Allergan, as well as AM-831, a product candidate in IND-track development in collaboration with Meiji Seika Kaisha, Ltd. In addition, ACADIA Pharmaceuticals Inc. is developing two preclinical programs in the area of Parkinson?s disease. The product candidates in the company?s pipeline emanate from discoveries made using its proprietary drug discovery platform. The company was founded in 1993 and is headquartered in San Diego, California.
Advisors' Opinion:- [By Selena Maranjian]
D. E. Shaw reduced its stake in lots of companies, including Acadia Pharmaceuticals (NASDAQ: ACAD ) and Exelixis (NASDAQ: EXEL ) . Acadia has skyrocketed over the past year, rising more than 10-fold, on high hopes for its pimavanserin drug, which treats psychosis in patients with Parkinson's disease. If the drug gains FDA approval, it will enjoy little competition and could be a big winner for Acadia. The company thinks the drug might be effective against psychosis related to Alzheimer's disease as well and is conducting trials for that, too. Acadia is also raising about $100 million via a secondary stock offering to fund ongoing and future trials.
- [By Bryan Murphy]
Call them hunches (because that's all they are), but now would be a great time to get out of a NanoTech Entertainment, Inc. (OTCMKTS:NTEK) position and/or get into an ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD). NTEK looks like its reached its maximum potential - for the time being - while ACAD looks like it's ready to start rolling higher again.
- [By Keith Speights]
3. Acadia Pharmaceuticals (NASDAQ: ACAD )
There aren't any known deals in the works for Acadia, but it wouldn't be surprising if acquisition stories emerge in the not-too-distant future. Several factors could contribute to the small biotech ending up as a target for a larger player. - [By Eric Volkman]
ACADIA Pharmaceuticals (NASDAQ: ACAD ) will soon be almost $100 million richer, if a fresh stock issue goes as planned. The company is floating 8 million shares of its common stock in an underwritten public flotation, at a price of $12.50 apiece. Additionally, the firm's underwriters have been granted a 30-day purchase option for up to an additional 1.2 million shares to cover overallotments, if any.
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