Sunday, August 3, 2014

Best Rising Companies To Buy Right Now

HONG KONG (MarketWatch) -- Hong Kong stocks seesawed in choppy action at the start of trading on Monday, with the Hang Seng Index (HK:HSI) up 0.1% at 21,663.93. Financial shares rose, after the People's Bank of China issued its quarterly monetary-policy report over the weekend and said the central bank would guarantee "adequate" liquidity for 2014. China Galaxy Securities Co. (HK:6881) advanced 1.8%, China Everbright Ltd. (HK:165) added 1%, and Guotai Junan International Holdings Ltd. (HK:1788) gained 0.3%. Market heavyweight China Mobile Ltd. (HK:941) (CHL) dropped 0.1% after Soci茅t茅 G茅n茅rale cut the telecom giant's ratings to neutral. Hong Kong-based Chow Tai Fook Jewellery Group Ltd. (HK:1929) (CJEWF) , China's largest jewelry retailer, climbed 4.1% after the company recorded a 34% jump in sales from mainland China during the Lunar New Year holidays. Shares in smaller rivals Chow Sang Sang Holdings International Ltd. (HK:116) and Luk Fook Holdings International Ltd. (HK:590) also pushed higher, rising 4% and 1.3%, respectively. On the Chinese mainland, the Shanghai Composite Index (CN:SHCOMP) climbed 1%.

Best Rising Companies To Buy Right Now: YuMe Inc (YUME)

YuMe, Inc. incorporated on December 16, 2004 is engaged in providing digital video brand advertising solutions. Its technologies serve the specific needs of brand advertisers and enable them to find and target large, brand-receptive audiences across a range of Internet-connected devices and digital media properties. Its software is used by global digital media properties to monetize professionally-produced content and applications. It facilitates digital video advertising by dynamically matching relevant audiences available through its digital media property partners with appropriate advertising campaigns from its advertising customers. The Company generates revenuesby delivering digital video advertisements on Internet-connected devices.

The Company solutions are built for brand advertisers and professional digital media property owners that produce content and applications. It delivers television-like advertisements, the majority of which are primarily displayed before the chosen video content is displayed. It delivers these ads to audiences across Internet-connected devices and platforms. The Company solutions are developed on three pillars: embed, learn and deliver. The Company embeds its YuMe SDKs as part of online and mobile websites and applications residing on millions of personal computers, smartphones, tablets, Internet-connected TVs and other devices; learn include learning from that data to build its audience, and deliver include delivering ads to audiences.

Through its embedded YuMe SDKs, the Company aggregates millions of digital video viewers on over 1,500 digital media properties, across personal computers, smartphones, tablets, Internet-connected TVs and other devices. Its Audience Amplifier tool applies machine-learning technology to first party data it collects from the YuMe SDKs, in order to identify viewers within its aggregated audience.

Advisors' Opinion:
  • [By Lisa Levin]

    YuMe (NYSE: YUME) shares fell 22.98% to reach a new 52-week low of $6.00. YuMe's trailing-twelve-month profit margin is 2.42%.

    Mack-Cali Realty (NYSE: CLI) shares reached a new 52-week low of $19.12. Mack-Cali's PEG ratio is -2.63.

  • [By Jon C. Ogg]

    YuMe Inc. (NYSE: YUME) is supposed to be in a hot space for digital video brand advertising solutions, but its initial public offering (IPO) is coming with some mixed fanfare. YuMe sold some 5,125,000 shares of common stock at $9.00 per share, and the company is selling all the shares itself rather than insiders and VC-backers cashing out as we have seen in so many other offerings.

  • [By Wallace Witkowski]

    Shares of YuMe Inc. (YUME) fell 6.2% to $6.06 on moderate volume after the video-ad company announced that Chief Financial Officer Timothy Laehy will step down May 23 and be succeeded by vice president of finance Tony Carvalho on an interim basis. YuMe also reported a first-quarter loss of 16 cents a share on revenue of $37.3 million, while analysts were looking for a 16-cent loss on revenue of $35.4 million.

Best Rising Companies To Buy Right Now: Agility Public Warehousing Co KSC (AGLTY)

Agility Public Warehousing Company KSC is a Kuwait-based company engaged, along with its subsidiaries, in the provision of global integrated logistics solutions. The Company is organized into two business segments: the Logistic and Related services segment provides logistics offering to its clients, including freight forwarding, transportation, contract logistics, project logistics and fairs and events logistics, and the Infrastructure segment provides other services, which include industrial real estate airport and airplane ground handling and cleaning services, customs consulting, private equity and waste recycling. The Company operates under the brand name of Agility. The Company�� subsidiaries include Global Express Transport Co. WLL, PWC Transport Company WLL, Agility DGS Logistics Services KSCC and Gulf Catering Company for General, among others. Advisors' Opinion:
  • [By Fiona MacDonald]

    The Kuwait SE Price Index rose for a sixth day, climbing 0.5 percent to 6,851.17 at the close. Kuwait Real Estate Co. (KRE) climbed to the highest level in a month. Agility (AGLTY) advanced 1.7 percent after winning a $190 million UN contract in Sudan�� Darfur region. The Bloomberg GCC 200 Index, which tracks the biggest 200 companies in the Gulf Cooperation Council, fell 0.1 percent.

Hot Companies To Invest In Right Now: (ARM)

ARM Holdings plc, together with its subsidiaries, engages in the design of microprocessors, physical IP, and related technology and software; and sale of development tools to enhance the performance of high-volume embedded applications. Its products include microprocessors cores, such as specific functions comprising video and graphics IP, fabric IP, embedded software, and configurable digital signal processing IP; physical IP components for the design and manufacture of integrated circuits, which comprise embedded memory, standard cell, and input/output components; software development tools that help software design engineers in the design and deployment of code, from applications running on open operating systems to low-level firmware. The company also offers support, maintenance, and training services, as well as design consulting services. ARM Holdings plc licenses and sells its technology and products to electronics companies, which in turn manufacture, market, and s ell microprocessors, application-specific integrated circuits, and application-specific standard processors to systems companies for incorporation into various end products, as well as licenses and sells development tools directly to systems companies and provides support services to licensees, systems companies, and other systems designers. It operates in Europe, the United States, and the Asia Pacific. The company was formerly known as Advanced RISC Machines Holdings Limited and changed its name to ARM Holdings plc in March 1998. ARM Holdings plc was founded in 1990 and is based in Cambridge, the United Kingdom.

Advisors' Opinion:
  • [By Sofia Horta e Costa]

    ARM Holdings Plc (ARM) lost 2.6 percent, leading European technology companies lower before it publishes half-year results next week. IMI Plc (IMI) gained 2 percent as Citigroup Inc. listed the engineering company among its most preferred stocks.

  • [By Namitha Jagadeesh]

    ARM Holdings Plc (ARM) surged 12 percent after the designer of chips for Apple Inc.�� iPhone said April 23 that first-quarter revenue rose 29 percent to 170.3 million pounds. That beat the 160 million-pound average estimate of analysts surveyed by Bloomberg.

  • [By Sarah Jones]

    European stocks jumped the most in eight months as ARM (ARM) Holdings Plc and Cie. Financiere Richemont SA reported results that topped estimates and speculation grew that the region�� central bank will cut interest rates.

  • [By Tom Stoukas]

    ARM Holdings Plc (ARM), whose chip designs power Apple Inc.�� iPhone and iPad, plunged 5.2 percent to 995 pence. Exane BNP Paribas downgraded the shares to neutral from outperform, saying that Intel Corp.�� new platform may enable it to outperform ARM�� designs.

Best Rising Companies To Buy Right Now: Iconix Brand Group Inc (ICON)

Iconix Brand Group, Inc. (Iconix), incorporated in 1978, is a brand management company engaged in licensing, marketing and providing trend direction for a portfolio of consumer brands. The Company is the owner of the brands through its wholly owned subsidiaries: Candie's, Bongo, Badgley Mischka, Joe Boxer, Rampage, Mudd, London Fog, Mossimo, Ocean Pacific/OP, Danskin/Danskin Now, Rocawear, Cannon, Royal Velvet, Fieldcrest, Charisma, Starter, Waverly, Zoo York and Sharper Image, which it licenses directly to retailers (herein referred to as direct-to-retail), wholesalers and suppliers for use a range of product categories, including apparel, footwear, sportswear, fashion accessories, home products and decor, beauty and fragrance, and, in the case of Sharper Image brand, consumer electronics and novelty products. In July 2011, the Company, through its wholly owned subsidiary ZY Holdings, purchased the Zoo York brand and related assets from its IPH Unltd joint venture, increasing its ownership in the Zoo York brand from 51% to 100%. In October 2011, the Company acquired Sharper Image. In December 2012, the Company acquired Umbro brand and related intellectual property assets from NIKE Inc. In February 2013, the Company acquired a 51% stake in the Buffalo David Bitton brand. In February 2013, the Company acquired Lee Cooper. In May 2013, the Company acquired 49% interest in IP Holdings Unltd LLC (IPHU), owner of the Ecko Unltd. and Marc Ecko Cut & Sew.

Scion, a joint venture in which the Company has a 50% investment, owns the Artful Dodger brand; Hardy Way, a joint venture in which the Company has an 85% investment, owns the Ed Hardy brand; IPH Unltd, a joint venture in which the Company has a 51% investment, owns the Ecko portfolio of brands; MG Icon, a joint venture in which the Company has a 50% investment, owns the Material Girl and Truth or Dare brands; and Peanuts Holdings, a joint venture in which the Company has an 80% investment, owns the Peanuts brand and characters through its whol! ly owned subsidiary Peanuts . Products bearing the Company�� brands are sold across a range of distribution channels through direct-to-retail and wholesale licenses, from the mass tier to the luxury market. The Company also continues to arrange, as agent, through its wholly owned subsidiary, Bright Star, for the manufacture of footwear products for mass market and discount retailers under their private label brands.

As of December 31, 2011, the combined brand portfolio of the Company and its joint ventures consisted of iconic consumer brands Candie��, Bongo, Badgley Mischka, Joe Boxer, Rampage, Mudd, London Fog, Mossimo, Ocean Pacific/OP, Danskin, Rocawear, Cannon, Royal Velvet, Fieldcrest, Charisma, Starter, Waverly, Zoo York and Sharper Image. Candie�� is a junior lifestyle brand, with products in the footwear, apparel and accessories categories. The primary licensee for Candie�� is Kohl�� Department Stores, Inc. (Kohl��) with a multi-category line of Candie�� lifestyle products, including sportswear, denim, footwear, handbags, intimate apparel, children�� apparel, fragrance and home accessories. The Candie�� brand is also sold through Candie�� retail stores being developed in Greater China through its Iconix China joint venture and is also licensed in South Korea and the Philippines. The Bongo brand is positioned as a California lifestyle brand, with a range of women�� and children�� casual apparel and accessories, including denim, sportswear, eyewear, footwear and watches. The Bongo brand is also licensed in categories in Latin America and Canada. The Badgley Mischka brand is an eveningwear brands. Badgley Mischka products are sold in the United States through luxury department and specialty stores, including Bergdorf Goodman, Neiman Marcus and Saks Fifth Avenue, with its retail categories being women�� apparel, footwear, handbags and other accessories. Joe Boxer is an underwear, sleepwear and loungewear brand. The brand is also licensed in Mexico, Europe, Lat! in Americ! a, Singapore, Malaysia and the Middle East. Rampage products are sold through department stores, such as Macy��, with the retail categories being sportswear, footwear, intimate apparel and swimwear. The brand is also licensed in Canada, Latin America, South Korea, Thailand and the Middle East. Mudd is a junior lifestyle brand, particularly in the denim, footwear and accessories categories.

London Fog is a classic brand known for the Company's outerwear, cold weather accessories, umbrellas, luggage and travel products. The brand is sold in a range of categories through wholesale licenses in the United States, through the department store channel. The Company has a direct-to-retail license agreement for London Fog with Hudson�� Bay Corporation in Canada, covering apparel, accessories and lifestyle products and the brand has also been licensed in South Korea and Mexico. Mossimo is known as a contemporary, active and youthful lifestyle brand and is an apparel brands in the United States. Target Corporation (Target) has held the Mossimo license in the United States, covering apparel products for men, women and children, including casual sportswear, denim, swimwear, bodywear, watches, handbags and other fashion accessories. The brand is also licensed on a direct-to-retail basis to Falabella Retail S.A. in Argentina, Columbia, Chile and Peru and to licensees in Australia, New Zealand, Latin America, India and Japan.

Ocean Pacific and OP are global action-sports lifestyle apparel brands. The brand is distributed by Wal-Mart in the United States, Canada, Mexico and Argentina, and through licensees in Europe, the Middle East and Chile. In addition, the brand is licensed in Japan and its surrounding territories through its OP Japan joint venture.

Danskin is a brand of women's activewear, legwear, dancewear, yoga apparel and fitness equipment. The primary license for the Danskin brand is a direct-to-retail license with Wal-Mart for Danskin Now covering a range of women�! � and gi! rl�� apparel, footwear, accessories and fitness equipment. Rocawear is an urban lifestyle apparel brand established by Shawn Jay-Z Carter and his partners. The Rocawear brand is licensed in the United States in a range of categories, including men��, women�� and kids��apparel, outerwear, footwear, jewelry, handbags and fragrance. Rocawear products are sold through department and specialty stores. Cannon is a brand in home textiles.

Royal Velvet is a luxury home textile brand. Royal Velvet products include towels, sheets, rugs and shams. Fieldcrest is a brand for bed and bath textiles that are classic in style. Charisma home textiles are known for their classic designs. The brand is also licensed in the United States and Canada for distribution through better department stores, such as Bloomingdales. In addition, the brand is licensed in Australia and New Zealand. Starter is a brand in licensed team sports merchandise and is a brand of athletic apparel and footwear. Waverly is a home fashion and lifestyle brand in home decor. Waverly has a direct-to-retail agreement in the United States with Lowe�� Companies, Inc. for Waverly Home Classics for a range of select home furnishings. Zoo York is an East Coast based action lifestyle brand. Zoo York has licenses with wholesalers covering a range of products, including men��, women�� and kids��apparel and footwear. The brand is also licensed in Canada, Europe, Latin America, Japan, Australia, New Zealand, South Korea, South Africa, the Middle East and parts of Southeast Asia. Sharper Image is a brand in the consumer electronics industry. Its licenses for Sharper Image cover a range of products, including audio and video electronics, travel gear, personal home products, kitchen and bath accessories, massage products, air purification products and giftables, and in territories including the United States, Europe, Canada, Mexico, Latin America, Japan, Turkey and the Middle East.

Bright Star provides design direction and arr! anges for! the manufacturing and distribution of men�� private label footwear products primarily for Wal-Mart under its private labels. Bright Star acts solely as an agent. During the year ended December 31, 2011, Bright Star�� agency commissions represented less than 1% of the Company�� revenues.

Advisors' Opinion:
  • [By Marshall Hargrave]

    If we narrow these comps down to some of GIII's fellow small-cap apparel peers, we see just how cheap the stock is. GIII trades at an 8.4x EV/EBITDA multiple, while QuikSilver (ZQK) trades at 16.2x, Iconix Brand (ICON) at 11.5x and Jones New York (JNY) 8.8x.

  • [By Louis Navellier]

    Iconix Brand Group (ICON) is in the business of licensing, marketing, and providing trend direction for a portfolio of consumer and entertainment brands. The company owns 33 well-known brands like Candie’s, Bongo, Joe Boxer, London Fog and Starter. It licenses the name for use in products like apparel, footwear, fashion accessories, home products and beauty products.

Best Rising Companies To Buy Right Now: Audience Inc (ADNC)

Audience, Inc., incorporated on May 24, 2011, is a provider of voice and audio solutions that improve voice quality and the user experience in mobile devices. The Company�� solutions include hardware-accelerated digital signal processors (DSPs), and audio codecs and associated algorithms for noise suppression in mobile devices. Its computational auditory scene analysis (CASA) maps the sound separation functions in human hearing, into a computational framework. The Company�� platform consists of its DSPs and audio codec, analog and mixed signal circuits and algorithms for voice isolation and noise suppression.

The Company also provides its AuViD graphical design tools to original equipment manufacturers (OEMs). The Company had sold over 250 million processors to its OEM customers as of December 31, 2012. In addition to the mobile device market, the Company�� voice and audio technology is also applicable to a range of other market segments, including automobile infotainment systems, digital cameras, digital televisions, headsets and set top boxes.

The Company�� product portfolio supports both analog and digital interfaces. As of December 31, 2012, the Company offered eS515, eS325, eS305, eS310, eS110, A1028 and A1026 custom voice and audio processors for device platforms, including smartphones, feature phones and media tablets. eS515 is a third generation voice and audio processor with an integrated audio codec, featuring support of three-microphones; eS325is a third generation voice and audio processor that features simultaneous three microphone processing; eS305 is a second generation voice and audio processor utilizing new hardware acceleration architecture and algorithms for far-field, wideband communications and capable of advanced speech recognition assist, and uses an all digital interface; eS310, provides similar capabilities to the eS305; eS110 is a first generation narrowband voice processor designed for real-time communications and far-field as well as near-field u! se with features such as acoustic echo cancelation, voice equalization and automatic gain control; A1026, is a first generation narrowband voice processor designed for real-time communications and typical near-field use, and A1028, which is a first generation narrowband voice processor designed for real-time communications and far-field, as well as near-field use.

The Company derives its revenue primarily from the sale of voice and audio processors to OEMs, which incorporate them into mobile devices. As of December 31, 2012, OEMs, CMs and distributors worldwide had purchased more than 250 million of its processors and incorporated them in over 140 mobile device models.

The Company competes with Maxim, ON Semiconductor, Qualcomm, Texas Instruments Incorporated, Wolfson Microelectronics plc, DSP Group, Inc. and Yamaha Corporation.

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 Audience (Nasdaq: ADNC  ) , whose recent revenue and earnings are plotted below.

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