3D Systems (DDD) is a global leader of the pioneering 3D printing industry. Some speculate that it is destined to become the IBM of the industry.
Healthcare professionals were among the first to embrace 3D Systems' additive manufacturing capabilities. 3D printing applications in healthcare range from precise dental and anatomical models and surgical guides to implantable devices, improved appliances for medicine delivery, custom hearing aids and prosthetics.
Dentistry
All we humans have the same body structure, but are very different in details. When it comes to replacing body parts, dental restoration or the like, every millimeter counts.
It could be said that replacing or modifying body parts is a custom business and most medical parts and devices are custom-made in some ways.
In conventional thinking "custom-made" is the direct opposite of "mass produced". The two cannot be mixed or interchanged.
10 Best US Stocks To Own For 2015: East Africa Resources Ltd (EAF)
East Africa Resources Limited (EAF) is engaged in exploration of uranium projects in Tanzania. The Company has five projects in Tanzania, which include Eastern Rift, Madaba, Hemedi, Mkuju and the Mkuju South Joint Venture (JV). Mkuju South JV covers the Mkuju South project which comprises two tenements in the southern part of the Mkuju Uranium Project. The Eastern Rift Project surrounds Lake Manyara in the north of Tanzania and is targeted at U-in-calcrete mineralization. The Madaba Project consists of 23 tenements covering 4,760 kilometers square in the south-east of Tanzania. The Company�� subsidiaries include Tanganyika Uranium Corp, TZU Resources Pty Ltd, Frontier Resources Ltd and Sterling Resources Ltd. Advisors' Opinion:- [By Damian Illia]
Here�� where I see that Nucor hold its competitive advantage: electric arc furnaces (EAF). These furnaces, in spite of being more electricity intensive, require a much lower per-unit investment and are significantly more efficient in terms of labor. Adding to this, the fact the Nucor has shifted its raw material usage from pig iron to direct-reduced iron (DRI) by building a new production capacity that utilizes cheap natural gas is also a way in which management is attaining a low-cost strategy to outperform its competitors. Moreover, Nucor�� acquisition of ferrous scrap metal broker David J. Joseph Company allows it to avoid price volatility.
10 Best US Stocks To Own For 2015: Peabody Energy Corporation(BTU)
Peabody Energy Corporation engages in the mining of coal. It mines, prepares, and sells thermal coal to electric utilities and metallurgical coal to industrial customers. The company owns interests in 30 coal mining operations located in the United States and Australia, as well as owns joint venture interest in a Venezuela mine. It is also involved in marketing, brokering, and trading coal. In addition, the company develops a mine-mouth coal-fueled generating plant; and Btu Conversion projects that are designed to convert coal to natural gas or transportation fuels; and clean coal technologies. As of December 31, 2011, it had 9 billion tons of proven and probable coal reserves. The company was founded in 1883 and is headquartered in St. Louis, Missouri.
Advisors' Opinion:- [By Tyler Crowe]
Looking at these trends might lead one to believe that the glory days of coal are numbered, and these companies are�certainly�priced to fail. All four of the country's largest coal companies trade at values well below the average for the S&P 500.
Company Price to Tangible Book Value P/E Ratio (TTM) S&P 500 5.40 17.7 Peabody Energy (NYSE: BTU ) 1.09 9.22 Arch Coal (NYSE: ACI ) 0.41 N/A Alliance Resource Partners� (NASDAQ: ARLP )2.52
- [By Robert Rapier]
It may seem a bit ironic, but on the day that the National Climate Assessment report was released, the Standard & Poor�� Energy Index reached a new record high. This index of 44 companies includes major energy names like ExxonMobil (NYSE: XOM), Chevron (NYSE: CVX), ConocoPhillips (NYSE: COP), Halliburton (NYSE: HAL), Kinder Morgan (NYSE: KMI), Peabody (NYSE: BTU) and Valero (NYSE: VLO). All of the companies in the index produce or enable the production of fossil fuels, which end up as carbon dioxide in the atmosphere.
- [By Dimitra DeFotis]
Alpha Natural Resources�(ANR) and�James River Coal�(JRCC) each rose nearly 12%. The largecap U.S. coal players also rallied: Arch Coal�(ACI) was up 10%,�Peabody Energy�(BTU) jumped nearly 9% . �
5 Best Performing Stocks For 2015: Fidus Investment Corp (FDUS)
Fidus Investment Corporation, incorporated on February 14, 2011, provides customized mezzanine debt and equity financing solutions to lower middle-market companies. The Company�� investment objective is to provide attractive risk-adjusted returns by generating both current income from its debt investments and capital appreciation from its equity related investments.
The Company seeks to maintain a diversified portfolio of investments in order to help mitigate the potential effects of adverse economic events related to particular companies, regions or industries. The Company�� investment advisor is Fidus Capital, LLC.
Advisors' Opinion:- [By BDC Buzz]
Fidus Investment (FDUS) is one of the newer business development companies ("BDCs") but its stock performance has been strong with a steady climb to higher than average multiples. This is most likely due to its higher than average 'total return' of around 16%. Last quarter FDUS grew its net asset value ("NAV") per share more than any of the other 25 BDCs that I follow and announced a special dividend on top of its regular dividends which is currently yielding around 8%. The company announced that it received approval for a second SBIC license giving it access to cheap long-term growth capital to grow the portfolio and dividends. FDUS also reported realized gains in Q3 from exited investments that could provide for some large upcoming special dividends. I believe that investors should look beyond the current lower than average dividend yield and higher than average pricing multiples, and consider the potential total return for FDUS over the coming quarters. I will also address my key concerns for the company and some things to watch for through the end of the year.
10 Best US Stocks To Own For 2015: Caseys General Stores Inc.(CASY)
Casey?s General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey?s General Store, HandiMart, and Just Diesel names in 11 Midwestern states, primarily Iowa, Missouri, and Illinois. Its stores offer foods, beverages, dairy and bakery products, sandwiches, fountain drinks, donuts, cookies, brownies, Danish rolls, ham and cheese sandwiches, pork and chicken fritters, sausage sandwiches, chicken tenders, popcorn chicken, breakfast croissants and biscuits, breakfast pizza, hash browns, quarter-pound hamburgers and cheeseburgers, and potato cheese bites. The company?s stores also provide nonfood items, which include tobacco products, health and beauty aids, school supplies, house wares, pet supplies, photo supplies, and automotive products. In addition, it offers gasoline or gasohol for sale on a self-service basis. As of July 31, 2011, the company operated 1,665 stores. The company was founded in 1959 and is headquartered in Ankeny, Iowa.
Advisors' Opinion:- [By Sue Chang]
Casey�� General Stores (CASY) �is likely to post fiscal fourth-quarter earnings of 53 cents a share. Strong merchandise sales were likely to have been offset by weaker fuel margin, according to analyst Ronald Bookbinder at Benchmark. He also maintained the stock�� price target at $86 on Friday.
10 Best US Stocks To Own For 2015: ProShares Short FTSE Xinhua China 25 (YXI)
ProShares Short FTSE China 25 (the Fund) is an exchange-traded fund. The Fund seeks daily investment results that correspond to the inverse (opposite) of the daily performance of the FTSE/Xinhua China 25 Index (the Index). The Index consists of 25 of the largest and most liquid Chinese stocks listed on the Hong Kong Stock Exchange. This free float adjusted Index caps the weight of any of constituent stock at 10% to ensure broad representation of the Chinese economy. The Fund seeks investment results for a single day only, not for longer periods. The Index is compiled and calculated by FTSE International Limited (FTSE) on behalf of FTSE/Xinhua Index Limited (FXI). The Fund will typically concentrate its investments in issuers of one or more particular industries to the same extent that its underlying Index is so concentrated. The Fund�� investment advisor is ProShare Advisors LLC. Advisors' Opinion:- [By pamatlarge]
Three short ETFs are designed to profit from China�� economic downward slide. The ProShares Short FTSE China 25 (YXI), an unleveraged ETF, holds shares in iShares FTSE China Large-Cap (FXI) swaps. Investors looking to magnify their returns can choose from two leveraged short ETFs: ProShares Ultra Short FTSE China 25 (FXP) and Direxion Daily China Bear 3x Shares (YANG). Both ProShares Ultra Short and Direxion Daily hold shares that increase in value three times faster than an unleveraged ETF. The downside is that the per share price of these leveraged ETFs also drops three times faster.
10 Best US Stocks To Own For 2015: Layne Christensen Company(LAYN)
Layne Christensen Company provides drilling, water treatment, and construction services, and related products to water infrastructure and mineral exploration markets. The company?s Water Infrastructure division offers a range of water-related products and services, including soil stabilization, hydrological studies, well design, drilling and development, pump installation, sewer rehabilitation, pipeline construction, and well rehabilitation services; and environmental drilling services to assist in assessing, investigating, monitoring, and characterizing water quality and aquifer parameters. This division also provides water treatment equipment engineering services; systems for the treatment of regulated and nuisance contaminants, such as iron, manganese, hydrogen sulfide, arsenic, radium, nitrate, perchlorate, and volatile organic compounds; wastewater pipeline and structure rehabilitation services; and geotechnical construction services to the heavy civil, industrial, a nd commercial construction markets, as well as designs and constructs water and wastewater treatment plants, and pipeline installations. Its Mineral Exploration division offers exploratory and definitional drilling services for the global mineral exploration industry. The company?s Energy division involves in the acquisition, exploration, development, and production of oil and natural gas primarily in the Midwestern United States. As of January 31, 2011, Layne Christensen Company had approximately 244,000 gross acres under lease and 643 gross producing wells. It also provides energy services. The company offers its services to municipalities, investor-owned water utilities, industrial and mining companies, consulting engineering firms, heavy civil construction contractors, oil and gas companies, and agribusiness. It has operations in North America, Africa, Australia, Europe, and Brazil. Layne Christensen Company was founded in 1981 and is headquartered in Mission Woods, Kan sas.
Advisors' Opinion:- [By Sue Chang]
Layne Christensen (LAYN) �is projected to post a loss of 36 cents a share, according to a consensus survey by FactSet. Underperformance of the company�� minerals business is expected to cap the stock�� upside, according to analyst Gerard Sweeney at Boenning & Scattergood. He estimates the stock�� fair value for 2014 to be $16 to $17. Layne Christensen shares closed up 4.6% to $15.21 on Friday.
- [By Rich Smith]
Mission Woods, Kansas-based Layne Christensen (NASDAQ: LAYN ) has a new Chief Financial Officer.
On Friday, the heavy construction company announced it has hired former SEH Offshore Ventures CFO, and Seahawk Drilling CEO, James R. Easter to become its own new CFO. A graduate of University of Texas, Austin, with an M.B.A. from the Thunderbird American Graduate School of International Management, Easter will replace outgoing CFO Jerry Fanska, who announced his retirement in December.
- [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 Layne Christensen (Nasdaq: LAYN ) , whose recent revenue and earnings are plotted below. - [By George Putnam]
Over its 130-year history Layne Christensen (LAYN) has evolved from a domestic water company into a global provider of services to the water infrastructure, mining, and oil and gas industries; its clients include both governmental and private entities.
10 Best US Stocks To Own For 2015: Golub Capital BDC Inc (GBDC)
Golub Capital BDC, Inc. (Golub Capital BDC), incorporated on November 9, 2009, is an externally managed, closed-end, non-diversified management investment company. The Company's investment objective is to generate current income and capital appreciation by investing primarily in senior secured, one stop, second lien, subordinated loans of, and warrants and minority equity securities in, United States middle market companies. The Company seeks to create a diverse portfolio that includes senior secured, one stop, second lien and subordinated loans and warrants and minority equity securities by primarily investing in the securities of United States middle market companies. The Company's investment activities are managed by the Company's investment adviser, GC Advisors LLC (GC Advisors).
The Company seeks to generate risk-adjusted net returns by assembling a diversified portfolio of investments across a broad range of industries and private equity investors. The Company seeks to create a diverse portfolio that includes senior secured, one stop, second lien and subordinated loans and warrants and minority equity securities by primarily investing on average, in the securities of United States middle market companies. The Company primarily targets United States middle markets companies controlled by private equity investors that require capital for growth, acquisitions, recapitalizations, refinancings and leveraged buyouts. The Company may also make opportunistic loans to independently owned and publicly held middle market companies. The Company focuses on senior secured loans and one stops investments, given the principal protection from the first lien security interest associated with such loans.
Senior Secured Loans
The Company structures these investments as senior secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of such loans. This collateral may take the form of! first-priority liens on the assets of the portfolio company borrower. The Company's senior secured loans may provide for moderate loan amortization in the early years of the loan, with the majority of the amortization deferred until loan maturity.
One Stop Loans
The Company structures its one stop loans as senior secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of these loans. This collateral may take the form of first-priority liens on the assets of the portfolio company. One stop loans typically provide for moderate loan amortization in the initial years of the facility, with the majority of the amortization deferred until loan maturity. One stop loans generally allow the borrower to make a lump sum payment of principal at the end of the loan term, and there is a risk of loss if the borrower is unable to pay the lump sum or refinance the amount owed at maturity.
Second Lien Loans
The Company structures these investments as junior, secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of such loans. This collateral may take the form of second priority liens on the assets of a portfolio company. Second lien loans typically provide for moderate loan amortization in the initial years of the facility, with the majority of the amortization deferred until loan maturity.
Subordinated Loans
1The Company structures these investments as unsecured, subordinated loans that provide for relatively high, fixed interests rates that provide the Company with interest income. These loans typically have interest-only payments (often representing a combination of cash pay and payment-in-kind, or PIK, interest) with amortization of principal deferred until loan maturity.
Advisors' Opinion:- [By Monica Gerson]
Golub Capital BDC (NASDAQ: GBDC) dipped 2.88% to $17.89 in pre-market trading after the company announced a public offering of 3.5 million shares of its common stock.
- [By GuruFocus]
SVP and CFO Michael D James bought 2,500 shares of GMAN stock on 12/17/2013 at the average price of 7.1. Michael D James owns at least 69,158 shares after this. The price of the stock has increased by 6.9% since.
Golub Capital BDC, Inc. (GBDC): CEO, 10% Owner David Golub Bought 5,000 SharesCEO, 10% Owner of Golub Capital BDC, Inc. (GBDC) David Golub bought 5,000 shares on 12/23/2013 at an average price of $18.71. Golub Capital BDC, Inc. was formed in November 2009. Golub Capital Bdc, Inc. has a market cap of $810.256 million; its shares were traded at around $18.71 with a P/E ratio of 13.90 and P/S ratio of 7.70. The dividend yield of Golub Capital Bdc, Inc. stocks is 6.84%.
10 Best US Stocks To Own For 2015: Delek US Holdings Inc. (DK)
Delek US Holdings, Inc. operates as an integrated downstream energy company that operates in petroleum refining, logistics, and convenience store retailing businesses. The company operates in three segments: Refining, Logistics, and Retail. The Refining segment owns and operates two refineries in Tyler, Texas, and El Dorado, Arkansas; and produces various petroleum-based products used in transportation and industrial markets. The Logistics segment gathers, transports, and stores crude oil, as well as markets, distributes, transports, and stores refined products. It also offers crude oil transportation services for terminalling and marketing services; and markets light products using third-party terminals. This segment owns approximately 400 miles of crude oil transportation pipelines, 123 miles of refined product pipelines, 600-mile crude oil gathering system, and associated crude oil storage tanks with an aggregate of approximately 2.6 million barrels of active shell capa city. The Logistics segment serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, and independent retail fuel operators. The Retail segment markets gasoline, diesel, and other refined petroleum products, as well as convenience merchandise. As of May 8, 2013, this segment operated 373 retail fuel and convenience stores under the MAPCO Express, MAPCO Mart, Discount Food Mart, Fast Food and Fuel, East Coast, Delta Express, and Favorite Markets brands. The company was founded in 2001 and is headquartered in Brentwood, Tennessee. Delek US Holdings, Inc. is a subsidiary of Delek Petroleum Ltd.
Advisors' Opinion:- [By Russ Fischer]
Deltek US Holdings (DK)
Energy, midstream, downstream. Delek US Holdings, Inc. operates as an integrated downstream energy company that operates in petroleum refining, logistics, and convenience store retailing businesses. The company owns 400 miles of crude oil transportation pipelines, 123 miles of refined product pipelines, 600-mile crude oil gathering system, and associated crude oil storage tanks with an aggregate of approximately 2.6 million barrels of active shell capacity. The company should benefit from the trend toward US energy independence without the exposure of exploration and production companies. Yield: 1.7%
- [By Ben Levisohn]
The last three months were good for refiners like Phillips 66 (PSX), Western Refining (WNR) and Delek US (DK), which each gained more than 14% during that period.
- [By Ben Levisohn]
We believe capture rates [how much of the difference between the cost of oil and refined products a company can earn. Ed. ] troughed in 3Q13 and most US refiners will show a quarter-over-quarter improvement as differentials were widening and the WTI curve moved to contango from backwardation. Positive refining revisions will positively impact [Exxon Mobil] more than [Chevron], as�[Exxon Mobil] has significantly more absolute N. American refining capacity. Marketing margins [the margins from selling the finished product to the retail market. Ed.] also improved 17% q/q and 32% q/q on [West Coast] and [Gulf Coast] respectively, a positive indicator for refiners with retail operation [(Marathon Petroleum (MPC), Tesoro (TSO), Phillips 66 (PSX), Western Refining (WNR) & Delek US (DK))].
10 Best US Stocks To Own For 2015: iShares Transportation Average ETF (IYT)
iShares Dow Jones Transportation Average Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Dow Jones Transportation Average Index (the Index). The Index measures the performance of the transportation sector of the United States equity market, and includes companies in primary groups, such as airlines, trucking, railroads, air freight, transportation services and industrial services.
The Index is subset of the Dow Jones U.S Total Market Index. The components stocks are weighted based on the price of the component securities, with the highest priced securities generally having higher weighting in the Index. The Index is adjusted to reflect changes in capitalization resulting from mergers, acquisitions, stock rights, substitutions and other capital events. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Mark Thomas]
I focus more on fundamentals to select the stocks that I trade and suggest on my site. However, I can't ignore technical analysis, and this week there were some very important things that appeared on some very long-term charts. With the S+P 500 (SPY) breaking above 1576 and the Dow Jones industrials (DIA) and the Transportation index (IYT) confirming the move to new all-time highs, the thirteen year secular bear market in stocks is over for now-- and based on history, will be probably for quite a while like for two or three more years.
- [By Gary Jakacky]
One of the real powerful forces behind this four and half year cyclical bull market has been the Dow Jones Transportation Average. After terrorizing "Dow Theorists" for nearly a year in 2012 by "refusing to confirm" new highs in the industrials, the Transports caught their second wind and ripped to new highs shortly after the new year began. A chart of the iShares Dow Jones Transportation ETF (IYT) shows this clearly. Since last January it has beaten back every attempt at a major correction:
10 Best US Stocks To Own For 2015: Walter Bau AG (WTB)
Walter Bau AG is an international construction group based in Augsburg, southern Germany. The Company's core construction-related services are planning, financing, project development and facilities management. It is active in the fields of turnkey construction, civil engineering, international construction and transportation infrastructure. Its subsidiary, DYWIDAG-Systems International markets the Company's products and systems worldwide, particularly in the field of post-tensioning and geotechnics, as well as special civil engineering processes. Walter Bau also provides operation and financing solutions, as well as developing commercial and residential real estate projects. Facilities Management is offered by DYWIDAG Service GmbH. Its Logistics Competence Center in Augsburg bundles the Company's Germany-wide activities as a general contractor in the planning, construction and support of distribution centers. The Company commenced insolvency proceedings in April 2005. Advisors' Opinion:- [By Sofia Horta e Costa]
Whitbread Plc (WTB) added 4.1 percent to 3,114 pence, its largest advance since September 2012. Oriel Securities Ltd. raised its rating on the shares to buy from hold, citing improvement in the U.K. hotel market.
No comments:
Post a Comment