Thursday, September 4, 2014

Hot Regional Bank Companies To Watch For 2014

I went out on a limb last week, and now it's time to see how that decision played out.

I predicted that People's United Financial (NASDAQ: PBCT  ) would close higher on the week. The regional banker had come up short on the bottom line in its two previous quarters, and the prior week closed with uninspiring earnings news out of the banking behemoths. People's United managed to match expectations on an operating basis, but the market was skeptical of financial services institutions this week. People's United Financial shares closed lower on the week. I was right. I predicted that the tech-heavy Nasdaq would outperform the Dow Jones Industrial Average. (DJINDICES: ^DJI  ) . This has been a tricky call lately, so how did it play out this time? Well, the market was rocked hard this week, and secondary stocks led the way down. The Nasdaq fell 2.7% on the week. The Dow managed to close just 2.1% lower. I was wrong. My final call was for United Rentals (NYSE: URI  ) to beat Wall Street's quarterly profit target. The provider of equipment rentals with 836 outlets across the country has been beating Wall Street estimates consistently over the past year. Why should that end? Analysts were looking for a profit of $0.47 a share during the quarter, and it came through with adjusted net income of $0.58. I was right.

Two out of three? I can do better than that.

Top 5 Communications Equipment Stocks To Buy For 2015: ProShares UltraShort S&P500 (SDS)

ProShares UltraShort S&P500 (the Fund), formerly UltraShort S&P500 ProShares, seeks daily investment results that correspond to twice the inverse daily performance of the S&P 500 Index. The S&P 500 Index is a measure of large-cap United States stock market performance. The S&P 500 Index is a capitalization-weighted index of 500 United States operating companies and real estate investment trusts (REITs) selected by an S&P committee through a non-mechanical process that factors criteria, such as liquidity, price, market capitalization, financial viability and public float.

The S&P 500 Index is a price return index. Reconstitution of the Index occurs both on a quarterly and on an ongoing basis. The Fund takes positions in securities and/or financial instruments that, in combination, should have similar daily return characteristics as 200% of the daily return of the index. The Fund�� investment advisor is ProShare Advisors LLC.

Advisors' Opinion:
  • [By John Udovich]

    The so-called Hindenburg Omen predicting a major market crash is increasingly popping into the headlines; but regardless of whether or not you believe in the prophecy,�short ETFs like ProShares UltraShort S&P500 ETF (NYSEARCA: SDS), ProShares Short Dow30 ETF (NYSEARCA: DOG) and�ProShares UltraShort QQQ ETF (NYSEARCA: QID) can off you some protection or insurance. We have also periodically added short ETFs to our�SmallCap Network Elite Opportunity (SCN EO) portfolio as a�hedge against short-term�market downturns or�short-term trend reversals and right now, we have the ProShares UltraShort S&P500 ETF in our portfolio.

Hot Regional Bank Companies To Watch For 2014: Akzo Nobel NV (AKZA)

Akzo Nobel NV is a manufacturer of paints, coatings and specialty chemicals based in the Netherlands. The Company operates within four segments. Within Buildings and Infrastructure segment, it manufactures decorative paints, protective, powder and coil coatings, and wood finishes for construction industry. Transportation segment offers specialty and powder coatings for automotive parts, peroxides, metal alkyls, and automotive, marine, yacht and aerospace coatings. Consumer Goods segment supplies finishes, adhesives and powder coatings for wood, specialty finishes for electronics, packaging coatings, surfactants, polymers and amines used in manufacture of soap, personal products and detergents. Within Industrial segment, it produces bulk chemicals, specialty chemicals, pulp and paper. In October 2013, it divested its Building Adhesives business; and acquired 50% stake and management control of Sadolin Paints Oman SAOC through joint venture agreement with Omar Zawawi Establishment LLC. Advisors' Opinion:
  • [By Jonathan Morgan]

    Akzo Nobel NV (AKZA) tumbled 8 percent to 43.52 euros, the biggest slide since 2008. Europe�� largest paintmaker reported a 14 percent decline in second-quarter earnings before interest, taxes, depreciation and amortization to 474 million euros. Sales fell 4 percent to 3.87 billion euros. Analysts had predicted 3.9 billion euros in revenue on average, based on estimates collated by Bloomberg.

Hot Regional Bank Companies To Watch For 2014: Armstrong World Industries Inc (AWI)

Armstrong World Industries, Inc. (AWI), incorporated on December 30, 1891, is a global producer of flooring products and ceiling systems for use in the construction and renovation of residential, commercial and institutional buildings. The Company designs, manufactures and sells flooring products (resilient and wood) and ceiling systems (mineral fiber, fiberglass and metal) globally. The Company segments includes: Building Products, Resilient Flooring and Wood Flooring. The Company�� Building Products, Resilient Flooring, Wood Flooring and Cabinets segments sell products for use in the home. Its products are used in new home construction and existing home renovation work. Its products, primarily ceilings and Resilient Flooring, are used in commercial and institutional buildings. On September 1, 2012, it sold Patriot Flooring Supply, Inc. to The Belknap White Group. Effective October 31, 2012, the Company sold of its cabinets business to American Industrial Partners.

Building Products

Building Products produces suspended mineral fiber, soft fiber and metal ceiling systems for use in commercial, institutional and residential settings. In addition, its Building Products segment sources complementary ceiling products. Its products, which are sold globally, are available in colors, performance characteristics and designs, and offer attributes, such as acoustical control, rated fire protection and aesthetic appeal. Commercial ceiling materials and accessories are sold to ceiling systems contractors and to resale distributors. Residential ceiling products are sold in North America to wholesalers and retailers, including home centers. Suspension system (grid) products manufactured by Worthington Armstrong Venture (WAVE) are sold by both the Company and WAVE.

Resilient Flooring

Resilient Flooring produces and sources a range of floor coverings for homes and commercial and institutional buildings. Manufactured products in this segment include vinyl sheet, v! inyl tile and linoleum flooring. In addition, its Resilient Flooring segment sources and sells laminate flooring products, vinyl tile products, vinyl sheet products, adhesives, and installation and maintenance materials and accessories. Resilient Flooring products are offered in a range of types, designs, and colors. It sells these products globally to wholesalers, home centers, retailers, contractors and to the manufactured homes industry.

Wood Flooring

The Company�� Wood Flooring segment produces and sources wood flooring products for use in new residential construction and renovation, with commercial applications in stores, restaurants and offices. The product offering includes pre-finished solid and engineered wood floors in various wood species, and related accessories. All of its Wood Flooring sales are in North America. Its Wood Flooring products are sold to independent wholesale flooring distributors and home centers.

The Company competes with Saint-Gobain, Chicago Metallic Corporation, Georgia-Pacific Corporation, Knauf AMF GmbH & Co. KG, Lafarge SA, Odenwald Faserplattenwerk GmbH, Rockfon A/S, USG Corporation, Amtico International, Inc., Beaulieu International Group, N.V., Boa-Franc, Inc., Congoleum Corporation, Faus, Inc., Forbo Holding AG, Gerflor Group, Interface, Inc., IVC Group, Krono Holding AG, LG Floors, Mannington Mills, Inc., Metroflor Corporation, Mullican Flooring, L.P., Mohawk Industries, Inc., Nora Systems GmbH, Pfleiderer AG, Shaw Industries, Inc., Somerset Hardwood Flooring, Tarkett AG.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Armstrong World Industries (NYSE: AWI  ) , whose recent revenue and earnings are plotted below.

Hot Regional Bank Companies To Watch For 2014: Constellation Brands Inc (STZ)

Constellation Brands, Inc. produces and markets alcoholic beverages primarily in the United States, Canada, and New Zealand. It offers wine, spirits, and imported beer. The company?s Constellation Wines North America segment produces, markets, and exports wine, as well as sells various wine brands across various categories, including table wine, sparkling wine, and dessert wine. It offers wine under various brands, which include Robert Mondavi Brands, Clos du Bois, Blackstone, Estancia, Arbor Mist, Toasted Head, Simi, Black Box, Ravenswood, Rex Goliath, Kim Crawford, Franciscan Estate, Wild Horse, Ruffino, Nobilo, Mount Veeder, Inniskillin, and Jackson-Triggs; and spirits under various brands, including SVEDKA Vodka, Black Velvet Canadian Whisky, and Paul Masson Grande Amber Brandy. This segment also produces and markets wine kits and beverage alcohol refreshment drinks in Canada. The company?s Crown Imports segment imports, markets, and sells beer under the Modelo Brands, which include Corona Extra, Corona Light, Coronita, Modelo Especial, Pacifico, Negra Modelo, and Victoria, as well as the St. Pauli Girl and Tsingtao brands in the United States. The company sells its products through wholesale distributors, as well as state and provincial alcoholic beverage control agencies in North America; and directly to retailers or through wholesalers and importers in New Zealand. Constellation Brands, Inc. was founded in 1945 and is headquartered in Victor, New York.

Advisors' Opinion:
  • [By Charles Sizemore]

    I wrote about this earlier this year. Discussing the struggles of Constellation Brands (STZ), the largest publicly traded winery, I said:

    “Outside of, say,�Coca-Cola (KO), beer and spirits are probably the most recognizable and valuable brand names in existence. Not surprisingly, premium beer and spirits businesses tend to enjoy high margins and high returns on equity relative to their peers.

Hot Regional Bank Companies To Watch For 2014: IsoRay Inc (ISR)

IsoRay, Inc. (IsoRay), incorporated on June 15, 2004, develops, manufactures and sells isotope-based medical products and devices for the treatment of cancer and other malignant diseases. IsoRay International LLC (International) is a wholly owned subsidiary of the Company. IsoRay obtained clearance from the Food and Drug Association (FDA) for treatment for all solid tumor applications using Cesium-131. Such applications include prostate cancer; ocular melanoma; head, neck and lung tumors; breast cancer; liver cancer; brain cancer; colorectal cancer; gynecological cancer; esophageal cancer, and pancreatic cancer. The seed may be used in surface, interstitial and intracavity applications for tumors with known radio sensitivity. The Company has an existing distribution agreement with UralDial LLC (UralDial) that allows UralDial to distribute Proxcelan Cs-131 brachytherapy seeds in Russia. The Company, through UralDial, has regulatory approval to sell Cs-131 seeds in Russia.

IsoRay markets the Proxcelan Cesium-131 brachytherapy seed for the treatment of prostate cancer; lung cancer; ocular melanoma; head and neck cancers; colorectal cancer, brain cancer; and gynecological cancer. The Company focuses to market Cesium-131 for the treatment of other malignant disease, such as breast cancer, in the near future through the use of existing technologies that have received FDA-clearance. Cesium-131 is a radioactive isotope that can be produced by the neutron bombardment of Barium-130 (Ba-130). When placed into a nuclear reactor and exposed to a flux of neutrons, Ba-130 becomes Ba-131, the radioactive material that is the parent isotope of Cesium-131. The radioactive isotope Cesium-131 is normally produced by placing a quantity of stable non-radioactive barium (ideally barium enriched in isotope Ba-130) into the neutron flux of a nuclear reactor. The irradiation process converts a small fraction of this material into a radioactive form of barium (Ba-131). The Ba-131 decays by electron capture to the ! radioactive isotope of interest (Cesium-131).

As of June 30, 2011, IsoRay had agreements with several independent radiopharmacies to assay, preload, and sterilize loose seeds. During the fiscal year ended June 30, 2011, the Company loaded approximately 90% of Mick cartridges in the Company's own facility, which accounted for approximately 61% of seeds sold. Approximately 33% of seeds sold are strand configurations, including strands preloaded in needles and the remaining 6% of seeds are sold as loose seeds.

Advisors' Opinion:
  • [By James E. Brumley]

    I hate to be the one to say I told you so, but, I told you so. Back on February 26th I suggested IsoRay, Inc. (NYSEMKT:ISR) shares were a budding breakout play. The 48% rally that's played out for ISR in the meantime unfurled right on cue. While overbought in the very short run, this small cap stock looks like it's earning the right to be compared to the likes of bigger brothers in the cancer-treatment space... names like Roche Holding Ltd. (OTCMKTS:RHHBY) or Theragenics Corporation (NYSE:TGX).

  • [By James E. Brumley]

    Ugh. It's fun to be right about a stock, but it's exhausting to be too right, too fast. Case in Point? IsoRay, Inc. (NYSE: ISR). Yours truly posted some bullish comments on ISR just a couple of days ago, explaining how that day's move above a key ceiling meant a new bull trend was underway, and more gains from that price would be far easier to muster. Well, good news for those who heeded the advice - IsoRay shares are up 44% today.

Hot Regional Bank Companies To Watch For 2014: Mining Minerals of Mexico Corp (WIIM)

Mining Minerals of Mexico, Corp., formerly Cal Alta Auto Glass, Inc., incorporated on October 14, 1999, specializes in the repair and replacement of damaged glass windows on automobiles, including recreational vehicles (RVs) and Motorhomes. The Company uses only factory-authorized glass. It specializes in all foreign and domestic makes and models.

The Company uses other equipment manufacturer (O.E.M.)-rated adhesives and rust inhibiting primer's (manufactured by Dow Automotive). Based in Canada, it has two Auto Glass facilities servicing its customers. The Company stocks its own windshields at each of its locations throughout Calgary.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap mining stocks International Star Inc (OTCMKTS: ILST) and Mining Minerals of Mexico Corp (OTCMKTS: WIIM) sank 13.33% and 24.9%, respectively, today, with at least one of these small cap stocks being the subject of paid promotions or investor relations type of activities while the other has had no news since last summer. So should you dig into these small cap mining stocks which just dug a hole for investors and traders alike? Here is a closer look to help you decide:

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