Thursday, July 31, 2014

Best Shipping Stocks For 2015

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

NEW YORK (TheStreet) -- Here's what Jim Cramer had to say about some of the stocks callers offered up during the "Mad Money Lightning Round" Wednesday evening:

Himax Technologies (HIMX): "This company is right and I want to buy it."

Valeant Pharmaceuticals (VRX): "That's a terrific distribution company and I'm sticking with it." Applied Materials (AMAT): "I think this stock is darn cheap and I see it going to $22." Merck (MRK): "I'm torn. I think they're too conservative to break themselves up, but there's a lot of value there if they do." Hubbell (HUB.B): "I think they're starting to come back. Construction loans are being made and that stock goes higher. " Melco PBL Entertainment (MPEL): "They've made a comeback but I like MGM Resorts (MGM), Las Vegas Sands (LVS) and Wynn Resorts (WYNN)" Dryships (DRYS): "I like DryShips. Don't forget that Diana Shipping (DSX) is my favorite." NQ Mobile (NQ): "Can we just buy Verizon (VZ) please? Why do we have to go to China?" To read a full recap of "Mad Money" on CNBC, click here. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

Best Shipping Stocks For 2015: KLA-Tencor Corporation (KLAC)

KLA-Tencor Corporation engages in the design, manufacture, and marketing of process control and yield management solutions for the semiconductor and related nanoelectronics industries. It offers equipment comprising wafer and integrated circuit (IC) defect monitoring, review, and classification; reticle defect inspection and metrology; packaging and interconnect inspection; critical dimension metrology; pattern overlay metrology; film thickness, surface topography, and composition measurements; measurement of in-chamber process conditions, wafer shape, and stress metrology; computational lithography tools; and yield and fab-wide data management and analysis systems. The company also provides products that serve the high brightness light emitting diode, data storage, and photovoltaic industries, as well as general materials research. It primarily offers its products to wafer, IC, reticle, and disk manufacturers in the United States, Taiwan, Japan, Europe, Israel, Korea, and the Rest of Asia. The company was founded in 1975 and is headquartered in Milpitas, California.

Advisors' Opinion:
  • [By Seth Jayson]

    KLA-Tencor (Nasdaq: KLAC  ) is expected to report Q4 earnings around July 26. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict KLA-Tencor's revenues will wither -21.0% and EPS will wane -47.0%.

  • [By Beth Piskora]

    They are listed below:

    Altera (ALTR)��ielding 1.7%

    Apple (AAPL)��ielding 2.5%

    Applied Materials (AMAT)��ielding 2.6%

    Cisco (CSCO)��ielding 2.9%

    EMC Corp. (EMC)��ielding 1.5%

    International Business Machines (IBM)��ielding 2.0%

    KLA-Tencor (KLAC)��ielding 3.2%

    Microchip Technology (MCHP)��ielding 3.6%

    Oracle (ORCL)��ielding 1.5%

    Qualcomm (QCOM)��ielding 2.1%

    Texas Instruments (TXN)��ielding 2.9%

    Xilinx (XLNX)��ielding 2.3%

    Subscribe to S&P's The Outlook here��/P>

Best Shipping Stocks For 2015: Creston PLC (CRE)

Creston Plc is a United Kingdom-based company engaged in insight and communications services. The Company operates in three divisions: Communications division, which offers clients an integrated approach to their marketing and communication strategy, offering a range of services, which include advertising, brand strategy, channel marketing, customer relationship marketing, digital marketing, direct marketing, local marketing, social media marketing and public relations; Health division, which provides an integrated communications solution to the healthcare and pharmaceutical sector and offers services, which include advertising, advocacy, digital and direct marketing, public relations, issues and reputation management and medical education; Insight division, which performs a range of market research services on behalf of its clients, through both qualitative and quantitative means, using face-to-face, telephone and online data collection techniques. Advisors' Opinion:
  • [By Investment Biker]

    Over the years, WAL has changed its loan origination strategy. Post crisis, WAL's i) loan growth has been driven by commercial real estate (CRE) and Commercial & Industrial loans (C&I), ii) Construction and development share of loans has reduced from 24% in 2005 to 7% in 1Q'2013 and iii) completely cessation of new loan origination in the residential mortgage segment.

Top 5 Healthcare Technology Stocks To Own Right Now: Ikanos Communications Inc.(IKAN)

Ikanos Communications, Inc. provides broadband semiconductor and software products for the digital home. The company develops and markets end-to-end products for the last mile and the digital home, which enable carriers to offer triple play services, including voice, video, and data. It offers broadband digital subscriber line (DSL) products, such as high-density and low-power asymmetric DSL, and very-high-bit rate DSL products; communications processors that support various wide area network topologies, including passive optical network, DSL, wireless broadband, and Ethernet; and other products for access infrastructure and customer premises equipment (CPE) to network equipment manufacturers and telecommunications service providers. The company?s products comprise digital subscriber line access multiplexers, optical network terminals, concentrators, modems, voice over Internet protocol terminal adapters, integrated access devices, and residential gateways. It primarily s erves original design manufacturers, contract manufacturers, network equipment manufacturers, and original equipment manufacturers through direct sales and third-party sales representatives worldwide. The company was formerly known as Velocity Communications and changed its name to Ikanos Communications, Inc. in December 2000. Ikanos Communications, Inc. was incorporated in 1999 and is headquartered in Fremont, California.

Advisors' Opinion:
  • [By Victor Selva]

    On Dec.24, Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc. added Communications Systems Inc. (JCS) at an average price of $11.05 and currently holds 330,172 shares of the stock. It was the 5th time he added the stock during this year, which makes me feel that he is betting in favor of a positive future for the consumption of network capacity.
    Recommendations of the Board
    Communications Systems is engaged in the manufacture and sale of modular connecting and wiring devices for voice and data communications, digital subscriber line filters, and structured wiring systems, and through its Transition Networks business unit in the manufacture of media and rate conversion products for telecommunications networks.
    Few months ago the firm announced�a series of actions to increase revenues and improve profitability. The first change was to operate as a holding company, monitoring and supporting all the business units: Suttle, Transition Networks (TN) unit and JDL Technologies. With this ��ew format�� each unit will operate with a high degree of autonomy. This will result in the reduction of labor costs, the emphasizing of accountability in the units as well as better recognition of performance. "While difficult decisions for the Board, we believe the changes we have taken to restructure our parent company as a holding company and to focus on individual business unit performance is in the best interest of our shareholders and will increase shareholder value" said Curtis A. Sampson, the Company's Board Chair and Interim CEO. Furthermore, strategic investments in the TN unit such as marketing, sales and product development will boost revenues in the future.
    Severe Warning Signs
    Not all are good news, we found three severe warning signs issued by GuruFocus: Piotroski F-Score of 2 is low, which usually implies poor business operation; revenue has been in decline over the past 3 years and operating margin has been in 5-year

Best Shipping Stocks For 2015: City National Corporation (CYN)

City National Corporation operates as the bank holding company for City National Bank that provides various banking, investing, and trust services to small to mid-sized businesses, entrepreneurs, professionals, and affluent individuals. Its deposit products include demand and interest checking deposits, savings deposits, and money market accounts. The company�s loan portfolio comprises commercial loans, including lease financing; residential mortgage loans; commercial real estate mortgages; real estate construction loans; equity lines of credit; and installment loans. It also offers cash management, international banking, equipment financing, and other products and services. In addition, the company provides investment management, advisory, and brokerage services, including portfolio management, securities trading, and asset management; personal and business trust and investment services comprising employee benefit trust services, and 401(k) and defined benefit plans; and estate and financial planning, and custodial services. Further, it offers various asset classes and investment styles, including fixed-income instruments, mutual funds, domestic and international equities, and alternative investments, such as hedge funds. City National Corporation provides its services through 79 offices, including 16 full-service regional centers in Southern California; the San Francisco Bay area; Nevada; New York City; Nashville, Tennessee; and Atlanta, Georgia. The company was founded in 1953 and is headquartered in Los Angeles, California.

Advisors' Opinion:
  • [By John Maxfield]

    Given that you clicked on this article, it seems safe to assume you either own stock in City National Corp. (NYSE: CYN  ) or are considering buying shares in the near future. If so, then you've come to the right place. The table below reveals the nine most critical numbers that investors need to know about City National stock before deciding whether to buy, sell, or hold it.

Best Shipping Stocks For 2015: Braskem SA (BRKM5)

Braskem SA is a Brazil-based company primarily engaged in the manufacture of basic petrochemical products. The Company operates in five segments: Basic petrochemicals, Polyolefins, Vinyls, International businesses and Chemical Distribution. The Company�� products portfolio includes ethylene, propylene, butadiene, toluene, xylene, benzene, gasoline, diesel oil, liquefied petroleum gas (LPG), as well as thermoplastic resins, such as polyethylene (PE), polypropylene (PP) and polyvinyl chloride (PVC). Additionally, Braskem is also engaged in the import and export of chemicals, petrochemicals and fuels; the production, supply and sale of utilities, such as steam, water, compressed air, industrial gases, as well as the provision of industrial services, and the production, supply and sale of electric energy for its own use and use by other companies. The Company also invests in other companies, either as a partner or shareholder. Advisors' Opinion:
  • [By Harry Suhartono]

    Brazil�� Ibovespa rose for a third day as traders pared bets on higher borrowing costs in Brazil, boosting the outlook for companies that sell in the local market. B2W Cia. Digital led gains among retailers, with Lojas Americanas SA (LAME3) and Natura Cosmeticos SA (NATU3) also trading higher. Petrochemicals producer Braskem SA (BRKM5) was the worst performer on the equity gauge after O Estado de S.Paulo reported Petroleo Brasileiro SA (PETR4) is seeking to raise prices of naphtha sold to the company by 5 percent.

Best Shipping Stocks For 2015: Achillion Pharmaceuticals Inc.(ACHN)

Achillion Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery, development, and commercialization of treatments for infectious diseases. The company focuses on the development of antivirals for the treatment of chronic hepatitis C; and the development of antibacterials for the treatment of resistant bacterial infections. Its drug candidates for the treatment of chronic HCV include ACH-1625, a protease inhibitor, which is in phase IIa clinical trial for the treatment of chronic HCV; ACH-2684, a pangenotypic protease inhibitor, which is in phase I clinical trial for the treatment of chronic HCV infection; and NS5A inhibitors for the treatment of chronic HCV infection, including ACH-2928, which is to enter a phase I clinical trial, as well as various additional NS5A inhibitors in preclinical development. Its pipeline of product candidates also includes ACH-702 and ACH-2881 for drug resistant bacterial infections; elvucitabine for HIV infection; and AC H-1095 for HCV infection. The company was founded in 1998 and is based in New Haven, Connecticut.

Advisors' Opinion:
  • [By Dan Carroll]

    Few biotechs were hit as hard as Achillion Pharmaceuticals (NASDAQ: ACHN  ) this week, however. Achillion makes up around 2% of the weight of the SPDR Biotech ETF, and its 7.5% loss this week was a major reason for the fund's fall. This stock has failed to capitalize on the markets' surge this year, losing 10% year-to-date. The company only recently named a new CEO, lifting its former R&D head and chief science officer to the top job. Achillion's still in the developmental stage of its life and thus produces no revenue, and the company's cash burn makes it seem likely that more share dilution is on its way as the company looks to advance its hepatitis-C pipeline over the coming years. Until Achillion produces some meaningful results from that pipeline, this stock will remain a risky play in an already risky space.

  • [By Sean Williams]

    In terms of clinical updates, hepatitis-C-focused biotech Achillion Pharmaceuticals (NASDAQ: ACHN  ) announced updated midstage results for its lead compound, ACH-3102, on Tuesday. In trials of genotype-1b treatment naive patients, ACH-3102 plus a ribavirin delivered a 75% success rate in end-of-treatment virologic response. The problem with these results is that not only is Achillion far behind its all-oral peers in terms of development, but its 75% success rate trailed that of Gilead Sciences' Sofosbuvir, which delivered 100% success rates in some of its late-stage trials featuring genotype-1 patients.

  • [By Sean Williams]

    The latest hepatitis-C nightmare came from Achillion Pharmaceuticals (NASDAQ: ACHN  ) which plunged 24% on the week after the FDA placed a clinical hold on its lead compound, sovaprevir (previously known as ACH-1625) because of a worrisome drug-to-drug interaction noted in early stage trials. According to Achillion's update, sovaprevir, when studied with atazanavir, was associated with elevated ALT enzymes in the liver, although no serious adverse events were documented. Even though the FDA is allowing Achillion to continue studying sovaprevir in its mid-stage trial with ACH-3102, it's just another setback for Achillion which is miles behind Gilead Sciences�and AbbVie�in terms of time it will take to bring a new hepatitis-C therapy to market.

Best Shipping Stocks For 2015: Service Corporation International(SCI)

Service Corporation International provides deathcare products and services in the United States, Canada, and Germany. Its funeral service and cemetery operations consist of funeral service locations, cemeteries, funeral service/cemetery combination locations, crematoria, and related businesses. The company provides various professional services relating to funerals and cremations, including the use of funeral facilities and motor vehicles, and preparation and embalming services. It also sells funeral related merchandise, including caskets, burial vaults, cremation receptacles, cremation memorial products, flowers, and other ancillary products and services at funeral service locations. The company?s cemeteries provide cemetery property interment rights, including mausoleum spaces, lots, and lawn crypts; and sell cemetery related merchandise and services comprising stone and bronze memorials, markers, merchandise installations, and burial openings and closings. It also sells preneed funeral and cemetery products and services whereby a customer contractually agrees to the terms of certain products and services to be delivered and performed in the future. As of December 31, 2009, Service Corporation operated 1,254 funeral service locations and 372 cemeteries, including 208 combination locations, covering 43 states in the United States, 8 Canadian provinces, the District of Columbia, and Puerto Rico, as well as 12 funeral homes in Germany. The company was founded in 1962 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Rich Duprey]

    In what is seemingly becoming a more acrimonious set of negotiations, the Teamsters representing directors and drivers accused management of Service Corp International� (NYSE: SCI  ) of trying to force a strike vote by rejecting the union's "last and best" offer.

  • [By Rich Duprey]

    Although actual tallies were not disclosed, the Teamsters local representing funeral directors and drivers of Service Corp. International (NYSE: SCI  ) in the Chicagoland area says members voted in overwhelming numbers against the death care leader's "last, best, and final" contract offer and in favor of a strike to be effective this morning.

Best Shipping Stocks For 2015: NTN Buzztime Inc (NTN)

NTN Buzztime, Inc. (Buzztime), incorporated in 1984, is an interactive entertainment network. The Company provides media, advertising and consumer marketing services. The Company's games, as of December 31, 2011, were available in over 3,900 locations in the United States and Canada, where they are shown on approximately 20,000 screens daily. The Company has over 2.4 million registered users and over 52 million games is played each year. The Company generates revenues by charging subscription fees for its service to its Network Subscribers and also from the sale of advertising aired on in-venue screens, as well as in conjunction with customized games. Approximately 34% of the Company's Network Subscriber venues, as of December 31, 2011, were related to national and regional restaurants and includes Wild Wings, Black Angus, Hooters, Native New Yorker and Old Chicago. In October 2011, the Company acquired the Stump! Trivia hosted live trivia business.

The Company's Buzztime Network system uses a 900 mega hertz (MHz) wireless Playmaker, a hand-held radio frequency device with a monochrome liquid crystal display (LCD) display and sealed keypad that players use to enter choices and selections. The Playmakers have been manufactured primarily by a non-affiliated manufacturer in Taiwan and are a rugged combination of hardware and firmware optimized for hospitality environments. The Company also offers the Buzztime Mobile Playmaker, an application that allows its players to interact in-venue with its game content using iPhones, iPod Touches and Android phones. The Company's primary product is the distribution of a variety of multi-player interactive games that entertain and challenge a player's skill and knowledge while prompting the customer of the hospitality venue.

The Company provides premium trivia competitions during evening hours, particularly in the restaurants and sports bars. In addition to game interaction, other consumer features available on the Playmaker include player ! chat and real-time sports scores transmitted directly to the units.

The Company has developed and produced a number of interactive sports games, including predicts the Play sports games. Predict the Play sports games call for participants to predict the outcome of events before they happen, primarily in an intensive play-by-play method. One such game in this category is QB1, a live, play-along football game. In addition to the Company's Predict the Play games, the Company offers a series of pre-event prediction games. Race Day consists of two game play components: one predictive before the race and one trivia during the race.

The Company offers a suite of Playmaker only games. This suite of games is independent of the Buzztime Network and they are played directly on the Company's wireless Playmakers rather than on one of the television screens in the hospitality venue. As of December 31, 2011, the Company has Playmaker Poker, Acey Duecey, Crystal Ball and Shark Attack Playmaker only games.

The Company competes with Touchtunes Interactive Networks, The Answer Is . . . Productions Inc. and Livewire/Incredible Technologies, Inc.

Advisors' Opinion:
  • [By Damian Illia]

    Another initiative introduced in the guest experience business model is the installment of tablets in all of its restaurants to provide exclusive social gaming opportunities. Teaming up with NTN Buzztime Inc. (NTN) Buffalo uses Beond tablets to allow guests order food and drinks, play games, and pay their bill. Also, the three-year collaboration with National Collegiate Athletic Association (NCAA) has enabled the company to be an authorized hangout for the NCAA March Madness sports series, increasing visibility as a brand and attracting more customers to their outlets. These efforts, along with more intense advertising initiatives, new point-of-sales programs, improved supply chain and remodeling of its restaurants are expected to boost sales, and strengthen the business in the long run. Buffalo Wild Wings has selected the NCR Corp. (NCR) Aloha Online Ordering solution for its locations to help drive its takeout ordering business. The NCR technology will enable Buffalo to handle both on and off-premise transactions within one system.

  • [By abirk]

    On March 6, 2014, Buffalo Wild Wings announced its partnership with NTN Buzztime Inc. (NTN) to bring the company's BEOND tablet-based entertainment platform to all of their North America restaurant locations by the end of 2015. Buzztime's BEOND tablet lets Buffalo Wild Wings Guests order food, request songs and television programming, play games (both multi-player and arcade-style), and pay the bill.

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