Saturday, July 26, 2014

Hot Services Stocks To Own Right Now

Next Next week should see the first federal budget from new Indian Prime Minister Narendra Modi and his finance minister, Arun Jaitley. It will be the first clear indicator of whether the almost 20% rise in India�� stock market this year has been justified or just election-fuelled hype.

Why has the market risen so heavily, first on the expectation of a Modi victory, then on its confirmation? The markets believe India has voted in a more business-friendly government that will boost the national economy. They believe this is a reform-minded administration that will take tough decisions, get infrastructure development underway and support growth.

Are the markets right? The presence or absence of the following initiatives will give us a clue.

Firstly, investors want to see tax reform. Many foreign investors in India have been deterred by tax disputes, with Vodafone Vodafone a prominent example (the glo

bal telco has sought international arbitration out of frustration with India�� government). This is a complicated field, but a central part of it is the issue of retroactive tax measures; foreign investors would welcome an assurance that the government will respect tax laws that are already in place.  On top of that, there is the expected goods and services tax: the budget is expected to include a clear plan for its implementation and collection.

Hot Services Stocks To Own Right Now: LTC Properties Inc (LTC)

LTC Properties, Inc., incorporated on May 12, 1992, a health care real estate investment trust (REIT). The Company invests primarily in senior housing and long term care properties through property lease transactions, mortgage loans and other investments. Its primary senior housing and long term healthcare property types include skilled nursing properties (SNF), assisted living properties (ALF), independent living properties (ILF) and combinations thereof. During 2011, it leased a private school property to a non-for-profit corporation providing therapeutic support and intensive home, school and center-based behavioral therapy for children, youth and families affected by Autism Spectrum Disorders. The Company, during 2011, acquired a 196-bed skilled nursing property. It purchased a 140-bed skilled nursing property located in Texas during 2011. During December 31, 2011, it acquired a vacant parcel of land in Texas. The Company, on March 26, 2012, acquired a skilled nursing property with 144 licensed beds. In May 2012, the Company acquired a 3.16 acre vacant parcel of land in Colorado. In July 2012, the Company acquired a skilled nursing property with 90 licensed beds. In August 2012, it acquired two skilled nursing facilities with a total of 288 licensed beds. In January 2013, the Company purchased two parcels of land.

As of 2011, it has investments in 12 states that include mortgages to 14 different operators. Skilled nursing facilities provide restorative, rehabilitative and nursing care for people not requiring the more extensive and sophisticated treatment available at acute care hospitals. Many skilled nursing facilities provide ancillary services that include occupational, speech, physical, respiratory and IV therapies, as well as sub-acute care services which are paid either by the patient, the patient's family, private health insurance, or through the federal Medicare or state Medicaid programs.

Assisted living facilities serve elderly persons who require assistance w! ith activities of daily living, but do not require the constant supervision skilled nursing facilities provide. Services are usually available 24 hours a day and include personal supervision and assistance with eating, bathing, grooming and administering medication. The facilities provide a combination of housing, supportive services, personalized assistance and health care designed to respond to individual needs.

Independent living facilities, also known as retirement communities or senior apartments, offer a sense of community and numerous levels of service, such as laundry, housekeeping, dining options/meal plans, exercise and wellness programs, transportation, social, cultural and recreational activities, on-site security and emergency response programs. Many offer on-site conveniences like beauty/barber shops, fitness facilities, game rooms, libraries and activity centers.

One of the properties in the Company�� real estate investment portfolio is a charter school. Charter schools provide an alternative to the traditional public school. Charter schools are autonomous entities authorized by the state or locality to conduct operations independent from the surrounding public school district. Laws vary by state, but generally charters are granted by state boards of education either directly or in conjunction with local school districts or public universities. Operators are granted charters to establish and operate schools based on the goals and objectives set forth in the charter. Upon receipt of a charter, schools receive an annuity from the state for each student enrolled. The other school in the Company�� investment portfolio is a private school and is closed and classified as held-for-sale.

As of 2011, the Company had investments in 25 states leased to 30 different operators. The Company�� owned properties are leased pursuant to non-cancelable operating leases generally with an initial term of 10 to 15 years. Many of the leases contain renewal options and! one cont! ains limited period options that permit the operator to purchase the property. The leases provide for fixed minimum base rent during the initial and renewal periods. The majority of the Company�� leases contain provisions for specified annual increases over the rents.

Advisors' Opinion:
  • [By GURUFOCUS]

    LTC Properties Inc. (LTC) operates as a health care real estate investment trust (REIT) in the United States.Yield: 5.2%

    Gladstone Commercial Corporation (GOOD) operates as a real estate investment trust (REIT) in the United States.Yield: 7.9%

Hot Services Stocks To Own Right Now: Array BioPharma Inc.(ARRY)

Array BioPharma Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of small molecule drugs to treat patients afflicted with cancer and inflammatory diseases in North America, Europe, and the Asia Pacific. Its programs under development include ARRY-520, a kinesin spindle protein inhibitor in Phase 2 clinical trial for patients with multiple myeloma; ARRY-614, a p38/Tie-2 dual inhibitor in Phase 1 clinical trial for patients with myelodysplastic syndrome; ARRY-380, a HER2 inhibitor in Phase 1 clinical trial for breast cancer; ARRY-797, a p38 inhibitor in Phase 2 clinical trial for pain; and ARRY-502, a CRTh2 antagonist in Phase 1 clinical trial for allergic inflammation. The company?s partnered drugs in clinical development comprise Selumetinib and AZD8330 MEK inhibitors for cancer in Phase 2 trial; MEK162 and MEK300 MEK inhibitors for cancer in Phase 2 trial; Danoprevir, a Hepatitis C virus protease inhibitor in Phase 2 trial; ARRY-543, a HER2/EGFR inhibitor in Phase 2 trial for solid tumors; and LY2603618, a ChK-1 inhibitor in Phase 2 trial for cancer. Its partnered drugs in clinical development also include AMG 151, a glucokinase activator in Phase 1b trial for Type 2 diabetes; GDC-0068, a AKT inhibitor in Phase 1b trial for cancer; VTX-2337, a toll-like receptor in Phase 1b trial for cancer; VTX-1463, a toll-like receptor in Phase 1b trial for allergy; ARRY-382, a cFMS inhibitor in Phase 1 trial for cancer; and ARRY-575 and GDC-0425, which are ChK-1 inhibitors in Phase 1 trial for cancer. The company has collaborations with Amgen, Inc.; ASLAN Pharmaceuticals Pte Ltd.; AstraZeneca, PLC; Celgene Corporation; Genentech, Inc.; Novartis International Pharmaceutical Ltd.; InterMune, Inc.; Eli Lilly and Company; and VentiRx Pharmaceuticals, Inc for the development and commercialization of the partnered drugs. Array BioPharma Inc. was founded in 1998 and is headquartered in Boulder, Colorado.

Advisors' Opinion:
  • [By Dan Carroll]

    Array's phase 2 study pays off big
    It's tough to find a stock anywhere on the market that had as good a week as Array BioPharma (NASDAQ: ARRY  ) . Shares of the biotech picked up nearly 17.8% on the week, part of a 63.5% gain year-to-date. The company's developmental drug to treat persistent allergic asthma, ARRY-502, hit the right marks in improving patient lung function in phase 2 trial results. Even better for investors, Array CEO said several other health companies have shown interest to help the company in development of ARRY-502.

  • [By Sean Williams]

    What: Shares of Array BioPharma (NASDAQ: ARRY  ) , a biopharmaceutical company focused on the development of small molecule drugs for the treatment of cancer and inflammatory diseases, soared as much as 29% after the company reported positive phase 2 data on ARRY-502, an experimental drug designed to treat mild to moderate persistent allergic asthma.

  • [By Sean Williams]

    Shareholders "nudged" Array BioPharma (NASDAQ: ARRY  ) higher by nearly 18% on the week after it announced positive mid-stage data on ARRY-502, a treatment for mild to moderate persistent allergic asthma. In its mid-stage trial, ARRY-502 met its primary endpoint of improving lung function as measured by forced expiratory volume in one second, or FEV1. In the overall trial, FEV1 increased by 3.9% compared to the placebo, while a specified subset of patients in the Th2 Biomarker group saw their FEV1 jump by 6.8% relative to the placebo. ARRY-502 also met a number of secondary endpoints. Since the asthma market is a crowded field, Array also put the feelers out there that it's looking for a licensing partner to help take this experimental drug into the next stage.

Hot Cheapest Stocks To Own For 2015: Macquarie Group Ltd (MQG)

Macquarie Group Limited acts as a non-operating holding company (NOHC). The Company�� segments include Macquarie Funds Group, Corporate and Asset Finance, Banking and Financial Services Group, Macquarie Securities Group, Macquarie Capital, Fixed Income, and Currencies and Commodities. The Company is a financial services provider of banking, financial, advisory, investment and funds management services. The Company's products and services include Asset and Wealth Management, which is engaged in distribution and manufacture of funds management products; financial markets involves trading in fixed income, equities, currency, commodities and derivative products; capital markets include corporate and structured finance. In February 2014, Endeavour Mining Corporation announced that Macquarie Group Ltd and its controlled bodies corporate ceased to be a shareholder in the capital of the Company. Advisors' Opinion:
  • [By Adam Haigh]

    Esprit Holdings Ltd. (330), a Hong Kong-based clothier that counts Europe as its biggest market, climbed 2.4 percent. Macquarie (MQG) Group Ltd. surged 11 percent, its biggest gain in four years, as profit at the Australia�� largest investment bank topped estimates. Fletcher Building Ltd., a manufacturer of construction products, sank 6.5 percent in Wellington as Goldman Sachs Group Inc. cut its outlook for building-material shares.

Hot Services Stocks To Own Right Now: AAR Corp.(AIR)

AAR CORP. provides products and services to aviation, government, and defense markets worldwide. The company?s Aviation Supply Chain segment purchases and sells new, overhauled, and repaired engine and airframe parts and components. It also repairs, overhauls, and sells avionics, electrical, electronic, fuel, hydraulic, and pneumatic components and instruments, as well as internal airframe components; and provides customized inventory supply and management programs for engine and airframe parts and components. In addition, this segment sells and leases commercial jet engines and used commercial aircraft; and provides advisory services, including assistance in remarketing aircraft, records management, and storage maintenance. Its Government and Defense Services segment involves in fixed- and rotary-wing flight operations; and performs engineering and design modifications on rotary-wing aircraft for government customers. This segment also provides customized performance-base d logistics programs in support of the U.S. Department of Defense and foreign governments; and engineering, design, manufacturing, and system integration services. The company?s Maintenance, Repair, and Overhaul segment provides airframe maintenance inspection and overhaul, painting, line maintenance, airframe modifications, structural repairs, avionic service and installation, exterior and interior refurbishment, and engineering services, as well as support for commercial and military aircraft; and repairs and overhauls landing gears, wheels, and brakes. Its Structures and Systems segment designs, manufactures, and repairs airdrop and other transportation pallets, and containers and shelters used in support of military and humanitarian tactical deployment activities. This segment also designs, manufactures, and installs in-plane cargo loading and handling systems for commercial and military aircraft and helicopters. AAR CORP. was founded in 1951 and is headquartered in Wood Dale, Illinois.

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 AAR (NYSE: AIR  ) , whose recent revenue and earnings are plotted below.

  • [By Jake L'Ecuyer]

    AAR (NYSE: AIR) shares tumbled 9.01 percent to $28.14 after the company reported a drop in its Q3 profit and lowered its FY14 forecast.

    Nike (NYSE: NKE) was down, falling 3.33 percent to $76.63 after the company issued a cautious forecast for 2015 earnings. Nike posted its quarterly adjusted profit of $0.73 per share on revenue of $6.97 billion.

Hot Services Stocks To Own Right Now: Cenkos Securities PLC (CNKS)

Cenkos Securities plc (Cenkos) is an independent, specialist institutional securities group, focused on growth companies and investment funds. The Company�� principal activities comprise of corporate broking and advisory and institutional equities. Corporate Broking and Advisory segment reflects the corporate finance, corporate broking and market making services provided to growth companies and investment funds. Institutional Equities segment reflects the institutional equities team who provide research-driven investment recommendations and execution capabilities to institutional clients. Cenkos earns fees from primary and secondary equity fund raising, acting as a key intermediary between growth companies or investment funds and institutional providers of capital. Revenue in Corporate Broking and Advisory segment is made up of placing commissions on fund raisings, corporate finance fees and retainer income, market making profits and commissions on secondary market transactions. Advisors' Opinion:
  • [By Trista Kelley]

    Cenkos Securities Plc (CNKS) is running the spinoff and the share sale. Royal DSM NV (DSM), the world�� largest maker of vitamins, holds about 9 percent of SiS, while U.K. venture-capital trust Downing LLP owns 16.7 percent, Moon said. Provexis stockholders received one share of Science in Sport for every 100 shares of Provexis.

Hot Services Stocks To Own Right Now: JetBlue Airways Corporation(JBLU)

JetBlue Airways Corporation provides passenger air transportation services in the United States. As of December 31, 2011, it operated approximately 700 daily flights to 70 destinations in 22 states, Puerto Rico, and Mexico; and 12 countries in the Caribbean and Latin America through a fleet of 120 Airbus A320 aircraft and 49 EMBRAER 190 aircraft. The company, through its subsidiary, LiveTV, LLC, provides in-flight entertainment, voice communication, and data connectivity systems and services for commercial and general aviation aircraft, including live in-seat satellite television, digital satellite radio, wireless aircraft data link service, and cabin surveillance systems. JetBlue Airways Corporation was founded in 1998 and is based in Forest Hills, New York.

Advisors' Opinion:
  • [By Adam Levine-Weinberg]

    Other carriers are getting into the game, too. JetBlue Airways (NASDAQ: JBLU  ) has historically operated a fleet of 150-seat Airbus A320s and 100-seat Embraer E190s. However, this fall the carrier will begin taking delivery of 190-seat Airbus A321s (the largest narrowbody aircraft currently in production). Management is very excited about the potential for these larger aircraft to lower unit costs over the next few years. JetBlue plans to add 30 A321s to its fleet, and has scaled back the growth of its E190 fleet to accommodate the A321.

  • [By Sam Mamudi]

    The new American will be the world�� biggest airline by passenger traffic, passing United Continental Holdings Inc. It will join JetBlue Airways Corp. (JBLU) as the only major U.S. airlines listed by the Nasdaq OMX Group Inc. market.

  • [By Paul Quintaro]

    Shares of Delta Air (NYSE: DAL) are down 3.6 percent at last check, shares of United Continental (NYSE: UAL) are down 3.8 percent, US Air (NYSE: LCC) shares down 2.8 percent, shares of Southwest (NYSE: LUV) down 2 percent, JetBlue (NASDAQ: JBLU) shares down 2 percent and shares of SkyWest (NASDAQ: SKYW) down nearly 4 percent.

Hot Services Stocks To Own Right Now: Bonamour Inc (BONI)

Bonamour, Inc., incorporated on August 21, 2002, is a developer, distributor and reseller of health and beauty products and originator of the mind-body system. The Company�� products are sold under the Bonamour name. It has three skin care products, which it markets as Bonamour�� Rejuvenating Trio. These products include a rejuvenating skin cleanser, a cellular renewal complex and an anti-aging eye cream. All three products are formulated with its Bonamour Blend Active Plant Stem Cell Technology.

KLENZ is Bonamour�� rejuvenating skin cleanser. The cleanser is designed to cleanse and soften the skin, while minimizing the appearance of fine lines, wrinkles and pigmentation irregularities using the exfoliating benefits of glycolic acid. HI-DRAT is its cellular renewal complex. It utilizes antioxidants to protect against free radical damage. HI-DRAT is suitable for all skin types and formulated to help smooth away fine lines and wrinkles while rejuvenating the overall skin�� health.

KE-REKT is its anti-aging eye repair cream. It contains Argan, which accelerates skin�� natural repair process and helps combat chronological aging and loss of firmness. AKTE-VAT is its activating mineral mist. This weightless mist has been formulated to purify the skin and stimulate enzymatic activity to help increase the fibroblast production of pre-collagen. The mist locks in moisture and supplies vital nutrients to help give the skin a younger appearance. Its nutraceutical under development is DE-TOX, a hand, skin and nail detoxification treatment designed to help defend the body against aging free radical damage.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Bonamour Inc (OTCBB: BONI), Firstin Wireless Technology Inc (OTCMKTS: FINW) and Microchannel Technologies Corp (OTCBB: MCTC) have been attracting attention from variosu investment newsletters lately with at least two of these stocks being the subject of paid promotions. Of course, there is nothing wrong with properly disclosed paid promotions or investor relation types of activities as its up to investors and traders alike to do their due diligence. So how hot are these small cap stocks? Here is a quick reality check that might cool your appetite:

Hot Services Stocks To Own Right Now: Portfolio Recovery Associates Inc.(PRAA)

Portfolio Recovery Associates, Inc., a financial and business service company, engages in the purchase, collection, and management of portfolios of defaulted consumer receivables. It detects, collects, and processes unpaid and normal-course accounts receivables owed primarily to credit grantors, governments, and retailers. The company also acquires receivables of Visa, MasterCard, and other credit cards; private label credit cards; installment loans; lines of credit; bankrupt accounts; deficiency balances of various types; legal judgments, and trade payables from various debt owners, including banks, credit unions, consumer finance companies, telecommunication providers, retailers, utilities, insurance companies, medical groups, hospitals, auto finance companies, and other debt buyers. In addition, it provides fee-based services, including vehicle location, skip tracing, and collateral recovery services for auto lenders, governments, and law enforcement; revenue administra tion, audit, and debt discovery/recovery services for local government entities; and class action claims recovery services and related payment processing services. The company was founded in 1996 and is headquartered in Norfolk, Virginia.

Advisors' Opinion:
  • [By Lawrence Meyers]

    The other good news is on pages 10, 11 and 15. Delinquencies are rising, as are collections. If debt balances increase, you would expect delinquencies to rise as well. That bodes well for the big-time players in debt collection, Portfolio Recovery Associates (PRAA) and Encore Capital Group (ECPG). Both just reported robust growth in collections, revenues, and net income. They’re also making large international acquisitions. I love both companies and think they’re are undervalued.

  • [By Chris Hill]

    Our analysts explain why they're watching DreamWorks Animation (NASDAQ: DWA  ) and Portfolio Recovery Associates (NASDAQ: PRAA  ) .

  • [By James Brumley]

    As is so often the case, however, the market’s activity of late has been more random and coincidental than rational or calculated. Translation: Don’t read too much into the pullback from small-cap stocks. In fact, that pullback appears to have created some strong buying opportunities among the Russell 2000′s constituents. Here are four such small caps that bargain-hunters may want to consider first.

    Portfolio Recovery Associates (PRAA)

    For better or worse, collecting bad debts is a business that will never go out of style. That’s why Portfolio Recovery Associates (PRAA) is a solid all-weather play, particularly after shares of PRAA stock sank nearly 25% between October and February. Shares have made a modest recovery effort since then, but most of the rebound meat is still left on the bone.

  • [By John Udovich]

    Small cap debt collection stocks like�Asta Funding, Inc (NASDAQ: ASFI), Encore Capital Group, Inc (NASDAQ: ECPG) and Portfolio Recovery Associates, Inc (NASDAQ: PRAA) could be the latest target of a government shakedown or crackdown as the Consumer Financial Protection Bureau said this week that�before it formally proposes any rules for debt collection, it wants to hear how collectors verify borrowers' information and communicate with consumers. In other words, debt collectors could be restricted from using text messages, social media or other Internet-based tools in their pursuit to collect debts. With about one in 10 Americans coming out of the financial crisis with some debt in collection, investing in small cap�debt collection stocks has been profitable for investors. However, there is no timeline for when any new rules might be released for review or come into effect.

Hot Services Stocks To Own Right Now: Tsakos Energy Navigation Ltd(TNP)

Tsakos Energy Navigation Limited, together with its subsidiaries, provides seaborne crude oil and petroleum product transportation services worldwide. The company offers marine transportation services for national and independent oil companies and refiners under long, medium, and short-term charters. As of August 16, 2011, its fleet consisted of 50 vessels comprising 59 tankers, including 2 dynamic positioning 2 (DP2) shuttle tankers under construction, and 1 liquefied natural gas carrier. The company was formerly known as MIF Limited and changed its name to Tsakos Energy Navigation Limited in July 2001. Tsakos Energy Navigation Limited was founded in 1993 and is based in Athens, Greece.

Advisors' Opinion:
  • [By Travis Hoium]

    What: Shares of energy transporter Tsakos Energy Navigation Limited (NYSE: TNP  ) jumped 17% today after the company released earnings.

  • [By Rick Munarriz]

    We can start with Tsakos Energy Navigation Limited (NYSE: TNP  ) . Shares of the energy transporter moved 27% higher last week after surprising the market with a quarterly profit. Business isn't great at Tsakos. Revenue dipped slightly during the period, and a profit of $0.02 a share may not turn heads. However, analysts were bracing for a loss of $0.08 a share on a sharper decline in revenue.

  • [By Laura Brodbeck]

    Friday

    Earnings Expected From: Tsakos Energy Navigation (NYSE: TNP) Economic Releases Expected: Japanese industrial production, French GDP, Italian trade balance, Hong Kong GDP, US building permits, US housing starts

    Posted-In: Federal Reserve UkraineEarnings News Guidance Previews Pre-Market Outlook Markets Trading Ideas Best of Benzinga

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