Friday, August 1, 2014

Hot Life Sciences Stocks To Watch For 2014

Pall Corporation (PLL) is a supplier of filtration, separation and purification technologies, principally made by the company, for the removal of solid, liquid and gaseous contaminants from a range of liquids and gases. The company serves customers through two businesses globally: Life Sciences and Industrial. While Pall competes with many companies in the Life Sciences markets and Industrial, few companies operate in both, like ESCO Technologies Inc. (ESE) and Danaher Corp. (DHR).

In this article, let's take a look at this company and try to explain to investors the reasons this is an apparently appealing investment.

Cost Reduction

Pall targeted $100 million in structural cost reductions over the next three years. It saved $50 million during fiscal 2013 by reducing SG&A expenses along with other costs. It expects to save another $50 million in the next couple of years. Further, we think new management is going to focus on improving the company's cost structure in emerging markets as well. Moreover, Pall will focus on markets such as Asia, expanding its outsourcing network in low-cost countries.

Top 10 Gas Utility Companies To Invest In Right Now: Commercial Bancshares Inc (CMOH)

Commercial Bancshares, Inc. is a financial holding company. The Company�� banking subsidiary, The Commercial Savings Bank (the Bank), is engaged in the business of commercial and retail banking, with operations conducted through its main office and branches located in Upper Sandusky, Ohio and neighboring communities in Wyandot, Marion and Hancock counties. The Bank provides customary retail and commercial banking services to its customers, including acceptance of deposits for demand, savings and time accounts, individual retirement accounts (IRAs) and servicing of such accounts; commercial, consumer and real estate lending, including installment loans, and safe deposit and night depository facilities. Commercial Financial and Insurance Agency, LTD is its wholly owned subsidiary. The Bank also owns a 49.9% interest in Beck Title Agency, Ltd.

Lending Activities

The Bank grants residential, installment and commercial loans to customers located primarily in the Ohio counties of Wyandot, Marion and Hancock and the surrounding area. Commercial loans are primarily variable rate and include operating lines of credit and term loans made to small businesses primarily based on the ability to repay the loan from the cash flow of the business. Commercial real estate loans are primarily secured by borrower-occupied business real estate, and are dependent on the ability of the related business to generate adequate cash flow to service the debt. Residential real estate loans are made with primarily variable rates and are secured by the borrower�� residence. As of December 31, 2011, approximately 75.5% of the Company�� loan and lease portfolio consisted of commercial, construction and commercial real estate loans.

Investment Activities

Securities are classified as available for sale. Securities available for sale are carried at fair value. The securities available for sale include obligations of the United Sates Government and federal agencies, obligations of ! state and political subdivisions, and mortgage-backed securities. As of December 31, 2011, total securities available for sale were approximately $24.5 million, which included approximately $4.06 million of obligations of the United Sates Government and federal agencies, approximately $14.3 million of obligations of state and political subdivisions, and approximately $6.4 million of mortgage-backed securities.

Sources of Funds

As of December 31, 2011, the Company had approximately $259.1 million of deposits, which included approximately $ 38.1 million of noninterest-bearing demand, approximately $103.7 million of interest-bearing demand, approximately $ 86.9 million of savings and approximately $ 30.2 million of time deposits $100,000 and greater. As of December 31, 2011 the Company had no borrowings with Federal Home Loan Banks (FHLB).

Advisors' Opinion:
  • [By Doug Hughes]

    Commercial Bancshares (CMOH) operates as the holding company for The Commercial Savings Bank, with just over $300,000 in assets and $259,000 million in loans. This small, but very strong bank had 5% loan growth last year and net charge-offs of just 0.23%.

Hot Life Sciences Stocks To Watch For 2014: Rolls-Royce Holdings PLC (RYCEY)

Rolls-Royce Holdings plc, formerly Rolls-Royce Group plc is a provider of power systems and services for use on land, at sea and in the air. The Company operates in four segments: civil aerospace, defense aerospace, marine and energy. The civil aerospace is engaged in development, manufacture, marketing and sales of commercial aero engines and aftermarket services. The defense aerospace is engaged in development, manufacture, marketing and sales of military aero engines and aftermarket services. The marine segment is engaged in development, manufacture, marketing and sales of marine propulsion systems and aftermarket services. The energy segment is engaged in development, manufacture, marketing and sales of power systems for the offshore oil and gas industry and electrical power generation and aftermarket services. In January 2013, the Company bought PKMJ Technical Services. In January 2013, Alstom SA acquired Tidal Generation Limited from the Company.

During the year ended December 31, 2010, it acquired ODIM ASA. In June 2011, Daimler AG and Rolls-Royce Holdings PLC had secured around 94% interest in Tognum AG-DJ. In September 2011, the Company acquired R Brooks Associates.

Civil aerospace

The Company�� civil aerospace business provides the powers for 30 different types of commercial aircraft in a range of markets, such as widebody, narrowbody, corporate and regional aircraft. As of December 31, 2010, it had over 13,000 engines in service with 650 airlines, freight operators and lessors and 4,000 corporate operators. Its civil aerospace products include large aircraft engines, small aircraft engines and helicopter engines. The Company�� Trent 700 is an engine on the Airbus A330. The Trent 1000 is powering the Boeing 787 on the aircraft�� flight test schedule. It provides a range of services, such as TotalCare, CorporateCare, helicopters services, financial services, training and technical publications.

Defence Aerospace

The Compan! y is a provider of defence aero-engine products and services, with 18,000 engines in service for 160 customers in 103 countries. It is also the supplier of engines for transport aircraft globally, powering fleets, such as the C-130, C-130J, Spartan C-27 and Osprey V-22. It is also involved in research projects, such as Adoptive Versatile Engine Technology (ADVENT), which is designed to reduce fuel consumption. Its engines power aircraft in all sectors, such as transport, combat, reconnaissance, training, helicopters and unmanned aerial vehicles. The defense aerospace segment of the Company provides engines power aircraft in all sectors, such as transport, combat, reconnaissance, training, helicopters and unmanned aerial vehicles. Its products include combat jets, helicopters, transporters, trainers, tactical aircraft, unmanned aerial vehicles and distributed generation systems. It provides a range of services, such as training, technical publications and service locations.

Marine

The Company focuses on power, propulsion and motion control solutions and serves over 2,500 customers and has equipment installed on 30,000 vessels operating worldwide. As of December 31, 2010, the Company had 650 designed and equipped vessels operating in the offshore oil and gas sector. As of December 31, 2010, it had more than 2,500 marine customers and has equipment installed on over 30,000 vessels worldwide, including those of 70 navies. The energy business supplies gas turbines, compressors and diesel power units. Its products include automation and control, bearings and seals, deck machinery, electrical power systems, engines, gears, propulsors, ship design, shiplifts and submarine equipment. It provides a range of services, such as global support network, spares and tools, field shop services, technical support, training, tailored solutions and upgrading.

Energy

The Company is a provider of gas turbines for onshore and offshore applications. The Company�� energy busi! ness is e! ngaged in two activities: supply power to the oil and gas sector, and the provision of power generation products and services. Its products include gas engines, gas turbine engines, gas compression, diesel engines, fuel cells, and automation and control systems. Its services consist of long term service agreements, component supply and technical support, distributed generation systems and training. During the year ended December 31, 2010, it conducted a range of a tidal power turbine, anchored on the sea bed off the coast of Scotland. During 2010, this had generated 500 kilo-watt at full power and has been successfully linked into the national grid.

Advisors' Opinion:
  • [By Rich Smith]

    The Department of Defense ended the week with a bang (if you'll pardon the expression) on Friday, awarding no fewer than 29 separate contracts worth more than $951 million in aggregate. Publicly traded companies securing contracts included:

  • [By Rich Smith]

    The Department of Defense awarded a round dozen defense contracts Friday, worth just under $7.2 billion in aggregate. The bulk of the contracts -- $7 billion worth -- were split among eight small privately held firms scattered around New Jersey, Maryland, Indiana, and Virginia contracted to supply software and systems engineering services in support of the Army's Software Engineering Center. But a handful of better-known -- and, more importantly to investors, publicly traded -- companies won contracts as well. Namely:

  • [By Rich Smith]

    According to the DSCA, Lockheed Martin (NYSE: LMT  ) will be the prime contractor on this sale, which is valued at $588 million. It would involve not only the sale of the planes per se, but also eight Rolls Royce (NASDAQOTH: RYCEY  ) AE 2100D3 engines for the four-engine planes, and two spare engines, plus modifications to be made on the planes, radio equipment and other accessories, technical documentation, three years of training, and related logistics services.

Hot Life Sciences Stocks To Watch For 2014: Burberry Group PLC (BRBY)

Burberry Group plc (Burberry) is a holding company. The Company designs and sources luxury apparel and accessories, selling through a diversified network of retail (including digital), wholesale and licensing channels worldwide. The Company�� Retail/wholesale channel is engaged in the sale of luxury goods through Burberry mainline stores, concessions, outlets and digital commerce, as well as Burberry franchisees, prestige department stores globally and multi-brand specialty accounts. The Company�� retail channel includes approximately 206 mainline stores, 214 concessions within department stores, digital commerce and 49 outlets. The Company�� wholesale channel includes sales to department stores, multi-brand specialty accounts, Travel Retail and franchisees who operates approximately 65 Burberry stores. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Commodity producers slid as the release fueled concern about the slowdown in the world�� second-biggest economy. Burberry Group Plc (BRBY) gained 4.8 percent after the company�� spring-summer collection helped increase retail sales in its fiscal first quarter by more than analysts had estimated. Tryg A/S (TRYG) added 3.3 percent after posting better-than-forecast pretax profit as cost cuts offset increased weather-related claims.

  • [By Alexis Xydias]

    Prudential Plc, Britain�� biggest insurer by market value, climbed 1.6 percent after saying nine-month sales rose 6 percent. Burberry (BRBY) Group Plc rose 0.6 percent after reporting first-half earnings.

Hot Life Sciences Stocks To Watch For 2014: Primoris Services Corporation(PRIM)

Primoris Services Corporation, a specialty contractor and infrastructure company, provides a range of construction, fabrication, maintenance, replacement, water and wastewater, and product engineering services in the United States and internationally. It offers construction services, including installation of underground pipeline, cable, and conduits for entities in the petroleum, petrochemical, and water industries; installation and maintenance of industrial facilities for petroleum, petrochemical, and water industries; installation of commercial and industrial cast-in-place structures; and construction of highways, as well as industrial and environmental constructions. The company also engages in designing, supplying, and installing high-performance furnaces, heaters, burner management systems, and related combustion and process technologies for clients in the oil refining, petrochemical, and power generation industries, as well as furnishes turnkey project management se rvices and delivers custom engineering solutions. It serves public utilities, petrochemical companies, energy companies, municipalities, state departments of transportation, and other customers. Primoris Services Corporation is based in Dallas, Texas.

Advisors' Opinion:
  • [By Holly LaFon] ris is a contractor and infrastructure company founded in 1946. It provides services related to construction fabrication, maintenance, replacement, water and wastewater and engineering to clients that are typically major public utilities, petrochemical companies, energy companies, municipalities and others. It doubled its size in 2009 and 2010 when it purchased the James Construction Group and Rockford Corporation, respectively. Primoris��predecessor company, Rhapsody acquisition Corp., had its IPO in 2006, and Primoris merged with Rhapsody in 2008.

    Joel Greenblatt bought 59,076 shares at an average price of $13.56 in the fourth quarter. After being relatively flat since its IPO, Primoris��stock price began to rise dramatically in 2011, and Greenblatt bought on a dip in the fourth quarter. In the last year it has appreciated 87 percent.

    Primoris��free cash flow and revenue in 2010 bounced back from a down year in 2009 and EBITDA grew each year in the same span of time. Return on equity and return on assets have both declined over the three years, but in the third quarter of 2011 came back strongly. ROE increased to 29.3 percent from 16.1 at year-end 2010, and ROA has increased to 11.4 percent from 4.8 percent at year-end 2010.

    The third quarter was good in other ways. The company reached its highest revenue and net income in its 60-year history. However, fluctuations in revenue and earnings may occur over the next several quarters as it completes several major projects. On November 30, it announced $181 million in new contracts.

    Primoris��P/E, P/S and P/B ratios:

    PRIM pe,ps,pb Interactive Chart

    Caribou Coffee (CBOU)

    Caribou Coffee is a gourmet coffee company that owns the second-largest number of coffeehouses in the U.S. After rising significantly in the second quarter of 2011, its stock price dropped in the fourth quarter, when Joel Greenblatt purchased it. He bought 52,794 shares at an average price of $13.27.

Hot Life Sciences Stocks To Watch For 2014: PokerTek Inc.(PTEK)

PokerTek, Inc., together with its subsidiaries, engages in the development, manufacture, and marketing of electronic table games and related products for casinos, cruise lines, racinos, card clubs, and lotteries worldwide. Its products include PokerPro system, an automated 10-seated poker table with electronic components that allows players to play live poker against one another in a brick and mortar environment using electronic cards and chips by supporting poker, cash games, tournaments, and various languages; and Blackjack Pro, which offers the traditional game of Blackjack on the new ProCore automated table game platform, as well as allows operators to configure the game rules and payouts to meet their needs. The company distributes its gaming products using internal sales force and select distributors. PokerTek, Inc. was founded in 2003 and is headquartered in Matthews, North Carolina.

Advisors' Opinion:
  • [By James Brumley]

    With the stock down more than 13% since early March, it would be easy to assume Multimedia Games Holding Company (MGAM) was headed for a nasty earnings report at the end of April. The market was wrong, however. MGAM posted a 25% increase in revenue for the quarter, and a 28% improvement in earnings … and that was before the acquisition of PokerTek (PTEK). Bringing PokertTek into the fold will almost assure a fourth straight year of revenue and income growth.

Hot Life Sciences Stocks To Watch For 2014: Materion Corp (BEM)

Materion Corporation, formerly Brush Engineered Materials Inc., is a holding Company. The Company, through its wholly owned subsidiaries, is an integrated producer of advanced engineered materials used in a variety of electrical, electronic, thermal and structural applications. It products are sold into numerous markets, including consumer electronics, industrial components and commercial aerospace, defense and science, energy, medical, automotive electronics, telecommunications infrastructure and appliance. In March 2012, the Company acquired Aerospace Metal Composites Limited (AMC). In October 2011, the Company, through its wholly owned subsidiary, Materion Advanced Materials Technologies and Services Inc., acquired EIS Optics Limited. On March 8, 2011, the Company changed its name to Materion Corporation.

Advanced Material Technologies

Advanced Material Technologies manufactures precious, non-precious and specialty metal products, including vapor deposition targets, frame lid assemblies, clad and precious metal preforms, high temperature braze materials, ultra-fine wire, advanced chemicals, optics, performance coatings and microelectronic packages. These products are used in wireless, semiconductor, photonic, hybrid and other microelectronic applications within the consumer electronics and telecommunications infrastructure markets. Other key markets for these products include medical, defense and science, energy and industrial components. Advanced Material Technologies also has metal cleaning operations and in-house refineries that allow for the reclaim of precious metals from internally generated or customers scrap. Advanced Material Technologies products are sold directly from its facilities throughout the United States, Asia and Europe. Sales are made to over 3,200 customers. During the year ended December 31, 2011, sales for this segment were 69% of total sales.

Performance Alloys

Performance Alloys manufactures and sells three product famili! es: strip products, bulk products and beryllium hydroxide. Strip products include thin gauge precision strip and thin diameter rod and wire. These copper and nickel alloys are used as connectors, contacts, switches, relays and shielding. Markets for strip products include consumer electronics, telecommunications infrastructure, automotive electronics, appliance and medical. Its bulk products include copper and nickel-based alloys manufactured in plate, rod, bar, tube and other customized forms. Applications for bulk products include oil and gas drilling components, bearings, bushings, welding rods, plastic mold tooling, and undersea telecommunications housing equipment.

The Company�� Bulk products are copper and nickel-based alloys manufactured in plate, rod, bar, tube and other customized forms that, depending upon the application, may provide superior strength, corrosion or wear resistance, thermal conductivity or lubricity. Applications for bulk products include oil and gas drilling components, bearings, bushings, welding rods, plastic mold tooling, and undersea telecommunications housing equipment. The Company�� Beryllium hydroxide is produced at its milling operations in Utah from its bertrandite mine and purchased beryl ore. The hydroxide is used primarily as a raw material input for strip and bulk products, and by the Beryllium and Composites segment. It sells beryllium hydroxide to NGK Insulators, Ltd. Its strip and bulk products are manufactured at facilities in Ohio and Pennsylvania and are distributed internationally, through a network of Company-owned service centers and outside distributors and agents. Sales are made to over 1,600 customers. During 2011, sales for this segment were 22% of total sales.

Beryllium and Composites

The Company�� Beryllium and Composites segment manufactures beryllium-based metals and metal matrix composites in rod, sheet, foil and a variety of customized forms at its Elmore, Ohio and Fremont, California facilities. Th! is segmen! t also manufactures beryllia ceramics at its Tucson, Arizona facility. Defense and science is the market for Beryllium and Composites, including industrial components and commercial aerospace, medical, energy and telecommunications infrastructure. Products are also sold for acoustics and optical scanning applications.

The beryllium facility produces primary beryllium. It is a feedstock material used to produce beryllium metal products, which was completed during 2011. Beryllium-containing products are sold worldwide. Electronic components utilizing beryllia are used in the telecommunications infrastructure, medical, industrial components and commercial aerospace, and defense and science markets. These products are distributed through direct sales and independent sales agents. Sales are made to over 300 customers. During 2011, sales for this segment were 4% of total sales.

Technical Materials

Technical Materials include clad inlay and overlay metals, precious and base metal electroplated systems, electron beam welded systems, contour profiled systems and solder-coated metal systems. These specialty strip metal products provide a range of thermal, electrical or mechanical properties from a surface area or particular section of the material. The applications for these products include connectors, contacts and semiconductors, including automotive electronics and consumer electronics markets. Its products are manufactured at its Lincoln, Rhode Island facility and sold directly and through its sales representatives. Sales are made to over 200 customers. During 2011, sales for this segment were 5% of total sales.

The Company competes with Sumitomo Metals, Heraeus Inc., Praxair, Inc., Honeywell International Inc., Solar Applied Materials Technology Corp., Tanaka Holding Co., Ltd., Johnson Matthey plc, International Beryllium Corp., Ningxia Orient Tantalum, LeBronze Industriel, American Beryllia Inc., CBL Ceramics Limited, Heraeus Inc. and AMI Doduco, Inc.

Advisors' Opinion:
  • [By John Detrixhe]

    Developing-country bonds lost 1.2 percent in November after gaining in the previous two months, according to the Bloomberg USD Emerging Market Composite Bond Index. (BEM) The MSCI Emerging Markets Index fell 1.6 percent, the first decline since August and taking this year�� drop to 3.5 percent.

  • [By Inyoung Hwang]

    The Bloomberg USD Emerging Market Composite Bond Index (BEM), which includes sovereign and corporate debt, declined 4.39 percent in June, capping its second consecutive quarterly loss.

Hot Life Sciences Stocks To Watch For 2014: Applied Nanotech Holdings Inc (APNT)

Applied Nanotech Holdings, Inc., incorporated on May 22, 1989, is engaged in nanotechnology research and development business. The Company's nanotechnology research involves performing contract research and development services for others to develop products and materials for new applications, and then leveraging this research by applying it to other similar applications in other industries. The Company also develops intellectual property (IP) around its products and technologies. The Company develops five technology platforms: nanosensor technology; nanocomposites, based on carbon nanotube composites; thermal management materials; nanoelectronics applications, and electron emission activities, primarily in the display area. The Company's electron emission IP is divided into display activities and non-display activities. Applied Nanotech Holdings, Inc. is the parent company. Applied Nanotech, Inc. (ANI) is a subsidiary of ANHI. During the year ended December 31, 2012, the Company formed EZDiagnostix, Inc., (EZDX).

Sensors

The Company develops sensors based on ion mobility sensor technology and differential mobility spectroscopy. The Company is involved in projects to develop Mercaptan and Methane sensors for uses in the natural gas industry. The Company is also applying this technology to other applications, including agricultural pathology, wound care, and breath analysis. The Company develops hydrogen sensor for use in the measurement of hydrogen in power transformer products. The Company develops carbon monoxide sensor that can last for 10,000 hours on a single battery. The Company's carbon nanotube technology is for use in biosensors. Sensors based on carbon nanotubes or other nanomaterials can be used to detect chemical, organic, or biological warfare agents, as well as explosives, hydrogen, ammonia and numerous other chemicals.

Nanocomposites

The Company is in the advanced stages of development of nanomaterials using carbon nanotube (CNT) and! other composites. Epoxies are used in industries with worldwide markets, with applications, including adhesives, paints, coatings, and composites. In addition to epoxy resins, the Company develops other types of resins, including polyesters and vinyl esters. Vinyl esters are used in a variety of industrial applications, including storage tanks, piping, and construction. The Company develops a process for coating nylon pellets with CNTs to improves electrical conductivity. Nylon 6 with improved electrical conductivity can be used for its anti-static qualities, electrostatic discharge, and electromagnetic/RF shielding.

Thermal Management

The Company markets thermal management material called CarbAl. CarbAl provides a passive thermal management solution for temperature control issues that plague electronics manufacturers. CarbAl is a carbon based metal nanocomposite comprised of 80% carbonaceous matrix and a dispersed metal component of 20% aluminum. The Company also develops a simplified version of CarbAl based on graphite.

Conductive Inks

The Company develops aluminum and silver inks and pastes that is ideal for use in the production of solar cells. The Company also develops aluminum paste that can be used in current solar cell production.

The Company competes with Zyvex Performance Materials, GSI Creos, Amroy Europe, Ltd., DuPont and Ferro

Advisors' Opinion:
  • [By Anuchit Nguyen]

    India�� S&P BSE Sensex rose, holding at a three-year high, amid better-than-estimated corporate earnings. Engineering company Larsen & Toubro Ltd. (LT) rallied to a three-month high and Asian Paints Ltd. (APNT) surged about 6 percent after reporting profit that beat forecasts.

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