The portfolio of Robert Karr�� Joho Capital currently lists 16 stocks, 2 of them new, a total value of $1.33 billion, and a quarter-over-quarter turnover of 5%. The portfolio is weighted with top three sectors: technology at 66.2%, consumer defensive 18.41% and healthcare at 7.6%. According to the GuruFocus Score Board of Gurus, the stocks bought by Robert Karr in the past 12 months have an average return of 79.33%. In the third quarter of 2013, Robert Karr was actively reducing his top holdings. Here�� a look at four of them, starting with Baidu Inc. (BIDU), the Chinese language internet search provider incorporated in the Cayman Islands in January 2000. Up 52% since January, Baidu Inc. has had an annual revenue growth of 65.70% over the past 5 years.
Baidu Inc. (BIDU)
Impacts Portfolio: -3.74%
Shares Owned: 1,830,950
Up 65% over 12 months, Baidu Inc. has a market cap of $55.41 billion; its shares were traded at around $158.46 with a P/E ratio of 40.00. The company does not pay a dividend.
10 Best Food Stocks To Own For 2015: Equity One Inc. (EQY)
Equity One, Inc., a real estate investment trust (REIT), engages in the ownership, management, acquisition, renovation, and development of neighborhood and community shopping centers in the United States. Its shopping centers are anchored by supermarkets, drug stores, or discount retail store chains. As of December 31, 2006, the company?s property portfolio consisted of 179 properties, including 166 shopping centers, 6 development parcels, and 7 non-retail properties. As a REIT, Equity One would not be subject to federal tax to the extent that it distributes at least 90% of its taxable income to its shareholders. The company was founded in 1992 and is based in North Miami Beach, Florida with an additional office in Israel.
Advisors' Opinion:- [By Dividend King]
Equity One Inc. (EQY): Equity One Inc. is trading just under its 52-week high of $20.27. The stock issues an annual dividend of $0.88, has a yield of 4.40% and a payout ratio of 142%.
Top 10 Defensive Stocks To Own Right Now: Rocket Fuel Inc (FUEL)
Rocket Fuel, Inc., incorporated on March 25, 2008, is a technology company that has developed an Artificial Intelligence and Big Data-driven predictive modeling and automated decision-making platform. Its technology is designed to address the needs of markets in which the volume and speed of information render real-time human analysis infeasible.
The Company�� Artificial Intelligence (AI), system autonomously purchases ad spots, or impressions, one at a time, on these exchanges to create portfolios of impressions designed to optimize the goals of Its advertisers, such as increased sales, heightened brand awareness and decreased cost per customer acquisition. Its solution is designed to optimize both direct-response campaigns focused on generating specific consumer purchases or responses, as well as brand campaigns geared towards lifting brand metrics.
Advisors' Opinion:- [By Jayson Derrick]
Analysts at Needham upgraded Rocket Fuel (NASDAQ: FUEL) to Strong Buy from Buy with a $75 price target. The analysts noted positive industry checks and that recent concerns over the company are overblown. Shares gained 13.55 percent, closing at $56.83.
- [By John Udovich]
Yesterday, small cap advertising solutions stock�Rocket Fuel Inc (NASDAQ: FUEL) jumped 13.55% while peer Tremor Video Inc (NYSE: TRMR) rose 8.24%. So what is going on with these two small caps and which one might be the better deal?
Top 10 Defensive Stocks To Own Right Now: Ur Energy Inc(URG)
Ur-Energy Inc., an exploration stage junior mining company, engages in the identification, acquisition, evaluation, exploration, and development of uranium mineral properties. The company has 13 projects located in Wyoming and Nebraska, the United States; and 3 exploration projects located in the Northwest Territories and Nunavut, Canada. Its landholdings cover approximately 90,000 acres in the United States and approximately 140,000 acres in Canada. The company was founded in 2004 and is headquartered in Littleton, Colorado.
Advisors' Opinion:- [By John Udovich]
Small cap nuclear fuel stock USEC Inc (NYSE: USU) is up some 300% this week���meaning its worth taking a closer look at the company along with the performance potential uranium or nuclear stock peers Uranium Resources, Inc (NASDAQ: URRE), Denison Mines Corp (NYSEMKT: DNN), Ur-Energy Inc (NYSEMKT: URG) and Uranerz Energy Corp (NYSEMKT: URZ).
- [By John Udovich]
Since the start of the week, small cap nuclear fuel stock USEC Inc (NYSE: USU) more than doubled for investors, something that has not happened for investors in uranium stocks like Uranium Resources, Inc (NASDAQ: URRE), Denison Mines Corp (NYSEMKT: DNN), Ur-Energy Inc. (NYSEMKT: URG) and Uranerz Energy Corp (NYSEMKT: URZ). To recap: USEC Inc closed at the $6 level on Friday, but then it surged to the $15 level on Monday only to open at the $10 level on Tuesday when it ultimately closed at $12.46. So what in the world is going on with USEC Inc and is it time to revisit nuclear fuel and uranium stocks?
- [By James Brumley]
PLAB’s per share income is expected to double next year, from 2013′s profit of 30 cents per share to 60 cents per share in 2014.
Ur-Energy (URG)12/2 Price: $1.15
- [By James E. Brumley]
You know, were it just Uranium Resources, Inc. (NASDAQ:URRE) or just Ur-Energy Inc. (NYSEMKT:URG) or just Uranerz Energy Corp. (NYSEMKT:URZ) making a decided bullish move, I might be able to dismiss it. Similarly, if URZ had only been moving higher for one or two days (or only URG or only URRE), it might be easy to not be impressed. Neither of those situations has been the actual case, however. All three stocks have been moving upward for several days now, quite a bit, on noticeably higher volume. There's something "going on", as it were, and if prior group-wide movements are any clue, it's the kind of move worth tapping into.
Top 10 Defensive Stocks To Own Right Now: GSI Group Inc.(GSIG)
GSI Group Inc. designs, develops, manufactures, and sells laser-based solutions, laser scanning devices, and precision motion and optical control technologies worldwide. The company?s Laser Products segment provides lasers and laser-based systems for photonics-based applications, such as cutting, welding, marking, engraving, micro-machining, and scientific research. Its Precision Motion and Technologies segment designs, manufactures, and markets air bearing spindles, encoders, thermal printers, laser scanning devices, and light and color measurement systems to original equipment manufacturers. The company?s Semiconductor Systems segment offers laser based production systems for semiconductor, microelectronics, and electronics manufacturing. This segment?s products comprise WaferRepair for dynamic random access memory, flash memory chips, and LCDs; WaferMark for silicon suppliers and integrated circuit factories; and WaferTrim and Circuit Trim for analog and mixed signal sensor and chip resistor devices, as well as for resistor devices. The company sells its products primarily through direct sales force, resellers, distributors, and system integrators. It serves industrial, electronics, automotive, medical, packaging, aerospace, scientific, semiconductor, lighting, military, and motion picture markets. The company was formerly known as GSI Lumonics Inc. and changed its name to GSI Group Inc. in 2005. GSI Group Inc. was founded in 1970 and is based in Bedford, Massachusetts.
Advisors' Opinion:- [By Eric Volkman]
Electro Scientific Industries (NASDAQ: ESIO ) has a new division under its corporate wing. The company has inked a definitive agreement to purchase the semiconductor systems unit of GSI Group (NASDAQ: GSIG ) . The terms of the deal were not disclosed.
Top 10 Defensive Stocks To Own Right Now: PDC Energy Inc (PDCE)
PDC Energy, Inc. (PDC), incorporated on March 25, 1955, doing business as PDC Energy, is a domestic independent exploration and production company, which acquires, develops, explores, and produces natural gas, natural gas liquids (NGLs), and crude oil. Its Western Operating Region is focused on development in the Wattenberg Field in Colorado, particularly in the liquid-rich horizontal Niobrara play and on the ongoing development of refractures and recompletions of its Wattenberg wells. In its Eastern Operating Region, it is focused on development activity in the liquid-rich portion of the Utica Shale play in Ohio. The Company owns an interest in approximately 7,200 gross producing wells and maintained an average production rate of 135.6 One million cubic feet of natural gas volume (MMcfe) per day for the year ended December 31, 2012, which was comprised of 65.3% natural gas, 10.2% NGLs and 24.5% crude oil. It divides its operating activities into two segments: Oil and Gas Exploration and Production, and Gas Marketing. It divides its Western Operating Region into two areas: the Wattenberg Field and Piceance Basin. On February 28, 2012, the Company divested its Permian Basin assets. In May 2012, it announced that it has executed a definitive agreement to acquire Core Wattenberg assets that contain liquid-rich horizontal drilling opportunities. The effective date of the transaction is April 1, 2012. The assets are located in the Core Wattenberg Field of Weld and Adams Counties, Colorado and are approximately 94%-operated. The acquired assets include an estimated 35,000 net acres prospective for horizontal development of the Niobrara and Codell formations. In July 2012, the Company acquired core Wattenberg assets. In September 2012, Miller Energy Resources, Inc. acquired its Tennessee assets. On June 18, 2013, PDC Energy Inc announced that it has sold its non-core Colorado natural gas assets.
Oil and Gas Exploration and Production
The Company�� Oil and Gas Exploration and Prod! uction segment reflects revenues and expenses from the production and sale of natural gas, NGLs and crude oil. It sells its natural gas to marketers, utilities, industrial end-users and other wholesale purchasers. It sells natural gas, which it produces under contracts with indexed or New York Mercantile Exchange (NYMEX) monthly pricing provisions with the remaining production sold under contracts with daily pricing provisions. Its contracts include provisions wherein prices change monthly with changes in the market, for which adjustments may be made based on whether a well delivers to a gathering or transmission line, quality of natural gas and prevailing supply and demand conditions. It does not refine any of its crude oil production. It sells its crude oil to oil marketers and refiners. Its crude oil production is sold to purchasers at or near its wells under both short and long-term purchase contracts with monthly pricing provisions based on an average daily price. Its NGLs are sold to one NGL marketer in the Wattenberg Field. Its NGL production is sold under both short and long-term purchase contracts with monthly pricing provisions based on an average daily price.
The Company�� Oil and Gas Exploration and Production segment also reflects revenues and expenses related to well operations and pipeline services. It is paid a monthly operating fee for the portion of each well it operates that is owned by others, including its affiliated partnerships. It constructs, owns and operates gathering systems in its areas of operations. Its natural gas and NGLs are transported through its own and third party gathering systems and pipelines. It enters into firm transportation agreements to provide for pipeline capacity to flow and sell a portion PDC Energy, Inc. (PDC), incorporated on March 25, 1955, doing business as PDC Energy, is a domestic independent exploration and production company, which acquires, develops, explores, and produces natural gas, natural gas liquids (NGLs), and crude oil. Its! Western ! Operating Region is focused on development in the Wattenberg Field in Colorado, particularly in the liquid-rich horizontal Niobrara play and on the ongoing development of refractures and recompletions of its Wattenberg wells. In its Eastern Operating Region, it is focused on development activity in the liquid-rich portion of the Utica Shale play in Ohio. The Company owns an interest in approximately 7,200 gross producing wells and maintained an average production rate of 135.6 One million cubic feet of natural gas volume (MMcfe) per day for the year ended December 31, 2012, which was comprised of 65.3% natural gas, 10.2% NGLs and 24.5% crude oil. It divides its operating activities into two segments: Oil and Gas Exploration and Production, and Gas Marketing. It divides its Western Operating Region into two areas: the Wattenberg Field and Piceance Basin. On February 28, 2012, the Company divested its Permian Basin assets. In May 2012, it announced that it has executed a definitive agreement to acquire Core Wattenberg assets that contain liquid-rich horizontal drilling opportunities. The effective date of the transaction is April 1, 2012. The assets are located in the Core Wattenberg Field of Weld and Adams Counties, Colorado and are approximately 94%-operated. The acquired assets include an estimated 35,000 net acres prospective for horizontal development of the Niobrara and Codell formations. In July 2012, the Company acquired core Wattenberg assets. In September 2012, Miller Energy Resources, Inc. acquired its Tennessee assets.
Oil and Gas Exploration and Production
The Company�� Oil and Gas Exploration and Production segment reflects revenues and expenses from the production and sale of natural gas, NGLs and crude oil. It sells its natural gas to marketers, utilities, industrial end-users and other wholesale purchasers. It sells natural gas, which it produces under contracts with indexed or New York Mercantile Exchange (NYMEX) monthly pricing provisions with the remaining p! roduction! sold under contracts with daily pricing provisions. Its contracts include provisions wherein prices change monthly with changes in the market, for which adjustments may be made based on whether a well delivers to a gathering or transmission line, quality of natural gas and prevailing supply and demand conditions. It does not refine any of its crude oil production. It sells its crude oil to oil marketers and refiners. Its crude oil production is sold to purchasers at or near its wells under both short and long-term purchase contracts with monthly pricing provisions based on an average daily price. Its NGLs are sold to one NGL marketer in the Wattenberg Field. Its NGL production is sold under both short and long-term purchase contracts with monthly pricing provisions based on an average daily price.
The Company�� Oil and Gas Exploration and Production segment also reflects revenues and expenses related to well operations and pipeline services. It is paid a monthly operating fee for the portion of each well it operates that is owned by others, including its affiliated partnerships. It constructs, owns and operates gathering systems in its areas of operations. Its natural gas and NGLs are transported through its own and third party gathering systems and pipelines. It enters into firm transportation agreements to provide for pipeline capacity to flow and sell a portion
Advisors' Opinion:- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
Top 10 Defensive Stocks To Own Right Now: Pacific WebWorks Inc (PWEB)
Pacific WebWorks, Inc. (Pacific WebWorks), incorporated on May 18, 1987, is an application service provider and software development firm that develops business software technologies and services for business merchants and organizations using Internet and other technologies. The Company�� product family provides tools for Website creation, management and maintenance, electronic business storefront hosting and Internet payment systems for the small- to medium-sized business and organization. Its four wholly owned subsidiaries include Intellipay, Inc., TradeWorks Marketing, Inc., FundWorks, Inc and Pacific WebWorks International, LTD.
Visual WebTools Version 4.1 (V4.1)
V4.1 is a suite of software programs that fit together to perform the basic business functions that are effective on the Internet. The products in this suite include WebWizard, ClipOn Commerce, WebContacts, WebChannels, Web Profiling tool, WebStats, Auction Connection and Increase My Margin. WebWizard is a Web page design program that possesses a user interface and templates for the novice, has a functionality for Web design professionals. In 2010, the Company released WebWizard 5 and it incorporates site components like tables, frames, flash and other multimedia capabilities in a straightforward, menu driven process.
The Company�� customers can manage their sites' layout, colors, contents, tables and graphics. WebWizard includes a library of hundreds of graphics that are freely accessible by its customers. WebWizard allows its customers to create, update and modify their Websites. ClipOn Commerce is an e-storefront and product management system, coupled with shopping cart technology. ClipOn Commerce allows the Company�� customers to build an Internet storefront. They can create a product catalog, organize and search products by unlimited categories and import/export to and from their database. ClipOn Commerce is designed to function with a third-party merchant account and is integrated with t! he Company�� Intellipay payment system, which allows its clients to accept all major credit cards online. ClipOn Commerce has support for QuickBooks accounting software enabling the Company�� customers to update between their accounting records and Internet storefront. ClipOn Commerce also features uninterrupted power supply (UPS) shipping integration.
WebContacts is a contact management program. Companies that use the Company�� system can utilize WebContacts to organize information about all the entities they do business with, including customers, suppliers and distributors. WebContacts will also enable them to capture information about people who visit their Website, if those visitors elect to supply contact information at the site. WebChannels is an e-mail distribution program that enables Pacific WebWorks��customers to send customized e-mails in either plaintext or hyper text markup language (HTML) format to their WebContacts database of visitors. By using WebChannels, a client can send out a weekly newsletter, coupons or special offers to an entire customer base, certain visitor types or to a segment of their customers.
Web profiling tool is a form and survey creation tool that helps capture feedback and demographic information from customers and Website visitors. The Company�� clients can create customizable forms, surveys and interactive questionnaires. The Web profiling tool includes a catalog of pre-designed questions, such as education level, hobbies and satisfaction level. The profiling forms may also be custom created by the Company�� customers. WebStats enables the Company�� customers to analyze visitor activities on their Websites in order to track pages viewed, hits and time of access. WebStats is a statistics program that provides detailed reports and graphs related to referring pages, geographic location of visitors, browsers and the operating systems Website visitors are using, what Web pages generate hits and what pages are the most popular. Au! ction Con! nection is a module that allows Visual WebTools users to list inventory items with eBay. Increase My Margin is a tool that allows eBay users to analyze information and data related to the sale of thousands of products sold on eBay over a period of time.
Intellipay Payment System
The Intellipay payment system group of products offers payment technologies for business-to-business and business-to-customer uses on the Internet and in physical store locations. These products allow the Company�� customers to accept real time credit card payments from their Website, Internet appliances, kiosks or at remote locations through their Nextel cell phone or at the physical point of sale. Point-of-sale professionals provide technical support and ePayment professionals help the business locate an Internet-approved merchant account if needed. Once customers enter the necessary data in a secure form, Intellipay processes the transaction in real-time (2 to 5 seconds) and returns the customer back to the business site. Intellipay also provides methods for enterprise-level businesses to link Intellipay products, services and features into their e-commerce Websites and transmit transactional data for use in back office systems.
The Company�� ePayment System supports all major card types, including Visa, MasterCard, American Express, Discover, Diners Club and JCB. It also provides support for Visa and MasterCard debit (check) cards and Level Two corporate/commercial cards through various bank networks. Transaction types include normal authorizations, pre-authorizations intended for delayed settlement, force allowing a transaction authorized offline (possibly a voice authorization) to be settled, credits for refunds, and Intellipay's address verification system (AVS) allows merchants to retrieve a score and verify the account validity. This Intellipay product allows the Company�� customers to control transaction level behavior depending on AVS scores and duplicate transaction attemp! t detecti! on. Intellipay also automatically settles merchant batches nightly so its customers are freed from forcing settlement via manual or programmatic methods. The Intellipay system is transportable meaning that a customer can switch Website hosting companies, move between e-commerce software programs or change to or from many merchant account providers.
ExpertLink is Intellipay's connection protocol for high-volume Internet businesses requiring high velocity real-time transaction authorizations linked to their own secure Website and/or back office systems. ExpertLink is a standards-based secure communications method allowing Web developers and application developers to build in the ePayment processing and various features, including batch management commands, duplicate transaction detection and management. The Company�� customers purchase ExpertLink or LinkSmart, and both come with Smart Terminal and the Secure Account Management System (SAMS).
LinkSmart provides the Company�� online customers with ePayment features with minimal technical installation on their side. With LinkSmart, the Company�� customer does not need to pay for installation and maintenance of secure servers since LinkSmart serves the secure, customizable payment pages for them. LinkSmart offloads mission-critical, e-commerce tasks from the merchant.
Smart Terminal allows Pacific WebWorks��customers to securely log into their Intellipay account from any Internet browser and authorize manual transactions and orders they have received through offline methods. Smart Terminal supports transactions, including normal authorizations, authorization-only for delayed settlement, settlement for non-Intellipay authorized transactions, credits and partial credits. Most clients receive Smart Terminal along with LinkSmart or ExpertLink, but Smart Terminal can also be purchased as a standalone product.
Secure Account Management System (SAMS) allows Intellipay customers to securely log into Intellip! ay's SAMS! from any Web browser to configure and control various Intellipay components and behaviors. Customers can also view transaction histories for any day in the past 180 day period. IntelliPay Desktop Terminal (IDT) brings all of the functionality of a virtual terminal application to the customers��desktop, while supporting hardware, such as a card reader and receipt printer. IntelliPay Wireless Terminal allows a merchant to accept either swiped or keyed transactions using a Nextel Cellular/Data phone using a card reader.
The Company competes with AuthorizeNet and VeriSign.
Advisors' Opinion:- [By CRWE]
Today, PWEB remains (0.00%) +0.000 at $.0231 with 1,000 shares in play thus far (ref. google finance Delayed: 9:30AM EDT July 16, 2013).
Pacific WebWorks, Inc. previously reported the following business update. For the first six months of 2013 the Company has focused on revitalizing its internet technology business model. As previously reported, Pacific WebWorks has expanded its software suite and established a framework for reaching new markets with its software products. The Company believes there is strong demand for its products and is aggressively pursuing the opportunity to obtain new customers through a variety of marketing methods.
Lance Bell, CEO, stated, ��e are excited to report a number of accomplishments during the first six months of 2013. We have rounded out our management team, finalized our infrastructure and have begun to market our software products. We are encouraged by the initial results of these efforts.��/p>
- [By CRWE]
Today, PWEB remains (0.00%) +0.000 at $.0185 with 2,891 shares in play thus far (ref. google finance Delayed: 9:34AM EDT July 19, 2013).
Pacific WebWorks, Inc. previously reported the following business update. For the first six months of 2013 the Company has focused on revitalizing its internet technology business model. As previously reported, Pacific WebWorks has expanded its software suite and established a framework for reaching new markets with its software products. The Company believes there is strong demand for its products and is aggressively pursuing the opportunity to obtain new customers through a variety of marketing methods.
Lance Bell, CEO, stated, ��e are excited to report a number of accomplishments during the first six months of 2013. We have rounded out our management team, finalized our infrastructure and have begun to market our software products. We are encouraged by the initial results of these efforts.��/p>
Top 10 Defensive Stocks To Own Right Now: Marchex Inc.(MCHX)
Marchex, Inc. operates as a call advertising and small business marketing company. The company?s products, services, and technologies enable advertisers to reach consumers across mobile, online, and offline sources. It offers call advertising products and services to national advertisers, advertising agencies, and small advertiser reseller partners, which include pay-for-call through the Marchex Pay-For-Call Exchange and call analytics solutions comprising phone number and call tracking, call mining, keyword-level tracking, click-to-call, Website proxying, and other call-based products that enable customers to utilize mobile, online, and offline advertising. The company also offers small business marketing products that enable reseller partners of small business advertisers, such as Yellow Pages providers and vertical marketing service providers to sell call advertising and/or search marketing products through their existing sales channels, which are fulfilled across the c ompany?s distribution network, such as mobile sources, search engines, and traffic sources. In addition, it offers pay-per-click advertising to online users in response to their keyword search queries or on pages they visit throughout the company?s distribution network of search engines, shopping engines, third party verticals, local Websites, mobile distribution, and publishing network. Further, the company offers publishing network, which includes the company?s owned and operated Websites that help users to make decisions about the availability of local products and services. The Websites in the company?s publishing network include small business listings, as well as expert and user-generated reviews on small businesses. Marchex, Inc., through its products and services distributes advertisements from various advertisers and its reseller partners? advertisers. The company was founded in 2003 and is headquartered in Seattle, Washington.
Advisors' Opinion:- [By Roberto Pedone]
Marchex (MCHX) operates as a mobile and call advertising technology company in the U.S. and Canada. This stock closed up 5.8% to $4.19 in Tuesday's trading session.
Tuesday's Range: $3.94-$4.35
52-Week Range: $3.92-$12.84
Tuesday's Volume: 1.35 million
Three-Month Average Volume: 501,856From a technical perspective, MCHX ripped higher here right above its new 52-week low of $3.92 with heavy upside volume flows. This stock recently gapped down sharply from just over $7.50 to below $4 with heavy downside volume. Following that move, shares of MCHX have now started to rebound off that $3.92 low and it's quickly moving within range of triggering a major breakout trade. That trade will hit if MCHX manages to clear its gap-down-day high of $4.50 with high volume.
Traders should now look for long-biased trades in MCHX as long as it's trending above its new 52-week low of $3.92 and then once it sustains a move or close above $4.50 with volume that hits near or above 501,856 shares. If that breakout triggers soon, then MCHX will set up to re-fill some of its previous gap-down-day zone that started just above $7.50.
- [By Seth Jayson]
Marchex (Nasdaq: MCHX ) reported earnings on May 8. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Marchex beat expectations on revenues and beat expectations on earnings per share.
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