Strong Relative Performance As Conditions Erode
Credit where due ��this is a tough market for any company with significant exposure to mining capex spending, but Joy Global did better than expected on multiple fronts.
Top 10 Warren Buffett Companies To Invest In Right Now: Roper Industries Inc.(ROP)
Roper Industries, Inc. designs, manufactures, and distributes radio frequency (RF) products and services, industrial technology products, energy systems and controls, and medical and scientific imaging products and software. Its Medical and Scientific Imaging segment offers patient positioning devices, 3-D measurement technology, diagnostic and therapeutic disposable products, ultrasound bladder volume measurement instruments, and video laryngoscopes; digital imaging products and software; and handheld and vehicle mount computers and software. The company?s Energy Systems and Controls segment produces control systems, fluid properties testing equipment, industrial valves and controls, sensors and controls, and non-destructive inspection and measurement products and solutions. Its Industrial Technology segment produces water and fluid handling pumps, equipment and consumables, leak testing equipment, flow measurement and metering equipment, water meter, and automatic meter reading products and systems. The company?s RF Technology segment provides radio frequency identification communication technology and software solutions that are used in toll and traffic systems and processing; security and access control; campus card systems; software-as-a-service in the freight matching and food industries; and metering and remote monitoring applications. It markets its products to RF applications, medical, water, energy, research, education, software-as-a-service-based information networks, and security markets. The company distributes its products through direct sales personnel, manufacturers? representatives, value added resellers, original equipment manufacturers, and distributors. It principally operates in the United States, Canada, Asia, Europe, the Middle East, and South America. Roper Industries, Inc. was founded in 1981 and is based in Sarasota, Florida.
Advisors' Opinion:- [By Marc Bastow]
Radio frequency products manufacturer and distributor Roper (ROP) raised its quarterly dividend 21% to 20 cents per share, payable on Jan. 14 to shareholders of record as of Jan. 10. This marks the 21st consecutive rise in Roper’s annual dividend.
ROP Dividend Yield: 0.6% - [By Lauren Pollock]
Among the companies with shares expected to actively trade in Monday’s session are Merck(MRK) & Co., Biogen Idec Inc.(BIIB) and Roper Industries Inc.(ROP)
- [By Seth Jayson]
Roper Industries (NYSE: ROP ) reported earnings on April 29. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Roper Industries missed estimates on revenues and beat expectations on earnings per share. - [By Rich Duprey]
It's a bit incongruous, but industrial manufacturing specialist Roper� (NYSE: ROP ) is now the proud owner of Managed Health Care Associates, a New Jersey-based supplier of services for�alternate site health-care providers.�The transaction was valued at approximately $1 billion, and was funded from Roper's�available cash and borrowings under its credit facility.
Top Stocks To Buy: PBF Energy Inc (PBF)
PBF Energy Inc. (PBF Energy), incorporated on November 7, 2011, is an independent petroleum refiners and suppliers of unbranded transportation fuels, heating oils, petrochemical feedstocks, lubricants and other petroleum products in the United States. The Company produces a range of products at each of its refineries, including gasoline, ultra-low-sulfur diesel (ULSD), heating oil, jet fuel, lubricants, petrochemicals and asphalt. The Company sells its products throughout the Northeast and Midwest of the United States, as well as in other regions of the United States and Canada, and are able to ship products to other international destinations. As of December 31, 2011, the Company owned and operated three domestic oil refineries and related assets. The Company's refineries have a combined processing capacity of approximately 540,000 thousand barrels per day. The Company's three refineries are located in Toledo, Ohio, Delaware City, Delaware and Paulsboro, New Jersey.
The Company's Midcontinent refinery at Toledo processes light, sweet crude, has a throughput capacity of 170,000 thousand barrels per day and a Nelson Complexity Index of 9.2. Toledo's West Texas Intermediate (WTI) based crude is delivered through pipelines, which originate in both Canada and the United States. The Company's East Coast refineries at Delaware City and Paulsboro have a combined refining capacity of 370,000 thousand barrels per day and Nelson Complexity Indices of 11.3 and 13.2, respectively. These refineries process medium and heavy and sour crudes.
Delaware City Refinery
The Delaware City refinery is located on a 5,000-acre site, with access to waterborne cargoes and a distribution network of pipelines, barges and tankers, truck and rail. Delaware City is a fully integrated operation, which receives crude through rail at the crude unloading facility, or ship or barge at its docks located on the Delaware River. The crude and other feedstocks are transported, through pipes, to a tank! farm where they are stored until processing. In addition, there is a 17-bay, 50,000 thousand barrels per day capacity truck loading rack located adjacent to the refinery and a 23-mile interstate pipeline that are used to distribute clean products.
The Delaware City refinery has a throughput capacity of 190,000 thousand barrels per day and a Nelson Complexity Index of 11.3. The Delaware City refinery processes a range of medium to heavy, sour crude oils. The refinery has conversion capacity with its 82,000 thousand barrels per day fluid catalytic cracking (FCC) unit, 47,000 thousand barrels per day fluid coking unit (FCU) and 18,000 thousand barrels per day hydro cracking unit with vacuum distillation. Hydrogen is provided through the refinery's steam methane reformer and continuous catalytic reformer. The Delaware City refinery has total storage capacity of approximately 10 million barrels.
Paulsboro Refinery
Paulsboro has a throughput capacity of 180,000 thousand barrels per day and a Nelson Complexity Index of 13.2. The Paulsboro refinery is located on approximately 950 acres on the Delaware River in Paulsboro, New Jersey, just south of Philadelphia and approximately 30 miles away from Delaware City. Paulsboro receives crude and feedstocks through its marine terminal on the Delaware River. Paulsboro is one of two operating refineries on the East Coast with coking capacity, the other being Delaware City. Units at the Paulsboro refinery include crude distillation units, vacuum distillation units, an FCC unit, a delayed coking unit, a lube oil processing unit and a propane de-asphalting unit. The Paulsboro refinery processes a range of medium and heavy, sour crude oils. The Paulsboro refinery produces gasoline, heating oil and jet fuel and also manufactures Group I base oils or lubricants. In addition to its finished clean products slate, Paulsboro produces asphalt and petroleum coke. In addition, separate from the Company's agreement with Statoil the Company ha! s a long-! term contract with Saudi Aramco. The Paulsboro refinery has total storage capacity of approximately 7.5 million barrels. Of the total, approximately 2.1 million barrels are dedicated to crude oil storage with the remaining 5.4 million barrels allocated to finished products, intermediates and other products.
Toledo Refinery
Toledo has a throughput capacity of approximately 170,000 thousand barrels per day and a Nelson Complexity Index of 9.2. Toledo processes a slate of light, sweet crudes from Canada, the Midcontinent, the Bakken region and the United States Gulf Coast. Toledo produces a high percentage of finished products, including gasoline and ULSD, in addition to a range of petrochemicals, including nonene, xylene, tetramer and toluene. The Toledo refinery is located on a 282-acre site near Toledo, Ohio, approximately 60 miles from Detroit. Units at the Toledo refinery include an FCC unit, a hydrocracker, an alkylation unit and a UDEX unit. Crude is delivered to the Toledo refinery through three primary pipelines: Enbridge from the north, Capline from the south and Mid-Valley from the south. Crude is also delivered to a nearby terminal by rail and from local sources by truck to a truck unloading facility within the refinery.
Toledo is connected through pipelines, to a distribution network throughout Ohio, Illinois, Indiana, Kentucky, Michigan, Pennsylvania and West Virginia. The finished products are transported on pipelines owned by Sunoco Logistics Partners L.P. and Buckeye Partners.
Advisors' Opinion:- [By Aimee Duffy]
Texas and North Dakota have been making the news for the use of horizontal drilling and hydraulic fracturing to produce shale oil, and many think that applying those techniques in other states like California could drive production up even further.
Foolish takeaway
That charts above directly impact our energy investments. For example, Valero (NYSE: VLO ) and Phillips 66 (NYSE: PSX ) are two refiners that have a strong presence on the Gulf Coast and can clearly benefit from buying less oil from expensive foreign sources, and they will be the first ones to check on if imports start to rise again. More Canadian crude flowing into the Midwest can mean great opportunities for refiners with operations in Toledo, like PBF Energy� (NYSE: PBF ) , provided Canadian crude stays cheap. Taking a look at the broader scope of the U.S. import story can help us better evaluate our energy investments, and prepare us for whatever energy trends the future holds.If you're on the lookout for some currently intriguing energy plays, check out The Motley Fool's "3 Stocks for $100 Oil." For FREE access to this special report, simply click here now.
- [By Jake L'Ecuyer]
PBF Energy (NYSE: PBF) tumbled 5.85 percent to $28.16 after the company priced secondary offering of 15 million shares at $28 per share. Gulfport Energy (NASDAQ: GPOR) was down, falling 6 percent to $55.66 after the company reported 2013 exit rate of 27,780 barrels of oil equivalent per day. RBC Capital downgraded Gulfport Energy from Outperform to Sector Perform and cut the price target from $64.00 to $61.00.
- [By Roberto Pedone]
One energy player that insiders are snapping up a decent amount of stock in here is PBF Energy (PBF), an independent petroleum refiners and suppliers of unbranded transportation fuels, heating oils, petrochemical feedstocks, lubricants and other petroleum products in the U.S. Insiders are buying this stock into notable weakness, since shares are off by 22% so far in 2013.
PBF Energy has a market cap of $896 million and an enterprise value of $1.63 billion. This stock trades at a cheap valuation, with a forward price-to-earnings of 7.35. Its estimated growth rate for this year is -67.7%, and for next year it's pegged at 88.4%. This is not a cash-rich company, since the total cash position on its balance sheet is $69.23 million and its total debt is $815.96 million. This stock currently sports a dividend yield of 5.4%.
A director just bought 10,000 shares, or about $226,000 worth of stock, at $22.50 per share.
From a technical perspective, PBF is currently trending above both its 50-day moving average, which is bullish. This stock has been trending sideways inside of a consolidation pattern for the last three months, with shares moving between $20.15 on the downside and $24.92 on the upside. Shares of PBF are now starting to bounce off its 50-day moving average of $22.44 a share and it's quickly moving within range of triggering a near-term breakout trade above the upper-end of its recent sideways trading chart pattern.
If you're bullish on PBF, then look for long-biased trades as long as this stock is trending above its 50-day at $22.44 or above more support at $21.89 to $20.59, and then once it breaks out above some near-term overhead resistance levels at $23.49 to $24.92 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average volume of 1.11 million shares. If that breakout hits, then PBF will set up to re-test or possibly take out its next major ov
Top Stocks To Buy: Power Integrations Inc.(POWI)
Power Integrations, Inc. designs, develops, manufactures, and markets proprietary, high-voltage, analog, and mixed-signal integrated circuits (ICs) in the United States and internationally. The company offers alternating current to direct current power conversion products, including TOPSwitch, TinySwitch, and LinkSwitch that addresses power supplies ranging from less than 1 watt of output up to approximately 50 watts of output. These products are used in mobile-device chargers, consumer appliances, utility meters, liquid crystal display monitors, standby power supplies for desktop computers and televisions, and other consumer and industrial applications. It also provides various products for use in applications up to approximately 500 watts of output, such as Hiper family power-conversion and power-factor-correction products for high-power applications, including main power supplies for desktop computers, televisions, and game consoles, as well as light emitting diode stre et lights; CapZero and SenZero, which are designed to enhance the energy-efficiency of power supplies and reduce standby consumption by eliminating particular sources of power waste within a power supply; and high-voltage diodes comprising Qspeed diodes. In addition, the company offers high-voltage DC-DC products comprising The DPA-Switch family of products that are monolithic high-voltage power conversion ICs for use in power-over-Ethernet powered devices, such as voice-over-Internet protocol phones and security cameras, as well as network hubs, line cards, servers, digital PBX phones, DC-DC converter modules, and industrial controls. It serves communications, consumer, computer, and industrial electronics markets. The company sells its products to original equipment manufacturers and merchant power supply manufacturers through direct sales staff and a network of independent sales representatives and distributors. Power Integrations, Inc. was founded in 1988 and is based in San Jose, California.
Advisors' Opinion:- [By Roberto Pedone]
Power Integrations (POWI) designs, develops, manufactures and markets proprietary, high-voltage, analog integrated circuits for use in AC-DC and DC-DC power conversion in the consumer, communications, computer and industrial electronics markets. This stock closed up 5.9% at $55.15 in Wednesday's trading session.
Wednesday's Volume: 571,000
Three-Month Average Volume: 218,547
Volume % Change: 173%From a technical perspective, POWI ripped higher here right above some near-term support at $50.68 with above-average volume. This move also pushed shares of POWI into breakout and new 52-week-high territory, since the stock took out some near-term overhead resistance at $55.38. At last check, POWI closed a bit off its intraday high and volume was well above its three-month average action of 218,547 shares.
Traders should now look for long-biased trades in POWI as long as it's trending above Wednesday's low of $52.60 and then once it sustains a move or close above Wednesday's high of $55.59 with volume that this near or above 218,547 shares. If we see that move soon, then POWI will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $60 to $62.
Top Stocks To Buy: Tremor Video Inc (TRMR)
Tremor Video, Inc.( Tremor Video), incorporated on November 22, 2005, is a provider of technology-driven video advertising solutions enabling brand advertisers to engage consumers across multiple Internet-connected devices, including computers, smartphones, tablets and connected televisions. The Company�� clients include brand advertisers globally, including automakers and consumer packaged goods companies. The Company�� technology, VideoHub, analyzes in-stream video content, detects viewer and system attributes, and leverages its repository of stored data to optimize video ad campaigns for brand-centric metrics. VideoHub also provides advertisers and agencies with analytics and measurement tools enabling them to understand why, when and where viewers engage with their video ads.
VideoHub
VideoHub powers the Company�� video advertising solutions. Through VideoHub it delivers brand-centric key performance indicators, distinct signals to drive optimization, brand-centric optimization, in-stream video analysis and categorization, ad performance transparency, ad placement transparency, and cross site and channel measurement.
The Company has a range of brand-centric key performance indicators (KPIs), such as engagement (that is, the interaction of a viewer with a video ad), brand lift (that is, a positive shift in preference towards a brand or branded product driven by exposure to a video ad and brand education), and time spent (that is, the amount of time a viewer spends with a video ad), which are tailored to the needs of brand advertisers. Throughout a campaign VideoHub analyzes and stores data for all KPIs in its suite. Using a training algorithm, VideoHub trains a series of statistical predictive models to build a decision tree, which predicts performance of the video ad campaign for the chosen KPI.
VideoHub performs an analysis on every video stream and categorizes it among one of approximately 72 video content categories. It also has the ab! ility to scan and categorize content by analyzing the audio track and certain visual elements. VideoHub offers advertisers transparency into the workings of its decision tree. VideoHub tracks the number of impressions served to a specific publisher site and whether a video ad placement is fully, partially or not visible to a viewer, which it refer to as viewability.
The Company�� metric, eQ score+, allows advertisers to compare video inventory quality across different publisher sites by measuring attributes such as viewability, the size of the video player and ad completion rate. When coupled with pricing information, these insights help advertisers compare the relative value of video inventory across publishers.
Tremor Video Network
The Tremor Video Network offers advertisers access to video inventory at scale across multiple devices in brand safe environments. Through the Tremor Video Network it delivers scale and reach across multiple devices, premium video content, brand safety, in-stream video focus, advanced ad formats, and pricing models. The Tremor Video Network delivers scale and reach across multiple Internet-connected devices, including computers, smartphones, tablets and connected television, enabling its clients to use its solutions to address their online video advertising needs across these devices.
The Company�� technology scans and categorizes every video within the Tremor Video Network and prevents video ads from being served within content, which is identified as objectionable for the brand advertiser, including content which contains accidents, distasteful or obscene language, substance abuse, violence, gambling, sex or crime. It specializes in delivering in-stream video advertisements, which can be served to viewers prior to or during the publisher's content when they are the most engaged.
The Company�� ad formats include Super Pre-Roll, Pre-Roll Plus and Pre-Roll Extended Play. The Company offers brand perform! ance-base! d pricing models for in-stream video advertisements, which are tied to the effectiveness of the Tremor Video Network, as advertisers using these models pay the Company only if their video ad campaigns perform.
VideoHub for Advertisers (VHA)
The Company is licensing VHA, a software platform, which client access through a Web portal. By licensing VHA, advertisers and their agencies can use VHA across the entirety of their video ad buys, including on publisher sites. In order to analyze video ad campaigns running outside the Tremor Video Network, VideoHub generates a tracking code which is associated with the video ad unit that the advertiser or agency wishes to analyze through VHA. Advertisers and agencies can then access VideoHub's advanced analysis of this data through VHA in order to gain valuable insights into campaign performance, including the performance of the campaign on a particular publisher's site.
The Company competes with Hulu, LLC, Google Inc., BrightRoll, Inc., YuMe, Inc., CBS, CNN, ESPN, Adap.tv, Inc., Videology, Inc., Facebook, Inc., Microsoft Corporation, Yahoo! Inc. and Adobe Systems Incorporated.
Advisors' Opinion:- [By John Udovich]
Yesterday, small cap advertising solutions stock�Rocket Fuel Inc (NASDAQ: FUEL) jumped 13.55% while peer Tremor Video Inc (NYSE: TRMR) rose 8.24%. So what is going on with these two small caps and which one might be the better deal?
- [By John Udovich]
Small cap video technology stocks Envivio Inc (NASDAQ: ENVI), Ku6 Media Co Ltd (NASDAQ: KUTV) and Tremor Video Inc (NYSE: TRMR) made some interesting moves today and in recent days or months���meaning its worth taking a closer look at all three to see if there might be opportunities for traders and investors alike:
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