The price of crude oil in the U.S. has dropped nearly 9% during the past month of trading, and Credit Suisse believes it’s time to take another look at the refiners, including Tesoro (TSO) and� Calumet Specialty Products (CLMT).
Bloomberg NewsAnalyst Edward Westlake and team explain what they see happening:
The pullback in crude prices, notably WTI will reduce losses on secondary products (asphalt, LPG). Backwardation has turned into a slight contango, another 4Q positive. The smaller refineries are more sensitive to crude price gyrations than large complex Gulf refiners ��something to keep an eye on.
Narrower spreads between Cushing and the Gulf have made the Gulf refiners more competitive on the main product pipelines inland.
Westlake particularly likes Tesoro:
TSO looks like a clear winner from here. The stock is the cheapest when logistics dropdown value is taken into consideration. Their Northern Mid-Con and Pacific North-West are among the best positioned in US refining ��with a decade of free cashflow ahead. West Coast results demonstrate TSO�� above average asset quality which Carson synergies will cement further. We raise our TP from $60 to $62.
Top Consumer Service Companies To Buy Right Now: Uranium Resources Inc.(URRE)
Uranium Resources, Inc. engages in the acquisition, exploration, development, and mining of uranium properties, using the in situ recovery or solution mining process. It owns developed and undeveloped uranium properties in South Texas; and undeveloped uranium properties in New Mexico. The company?s primary customers include utilities who utilize nuclear power to generate electricity. Uranium Resources, Inc. was founded in 1977 and is based in Lewisville, Texas.
Advisors' Opinion:- [By Bryan Murphy]
If you listened to my bullish calls from December 27th and/or February 24th about Uranerz Energy Corp. (NYSEMKT:URZ), Uranium Resources, Inc. (NASDAQ:URRE), and Ur-Energy Inc. (NYSEMKT:URG), then congratulations - you're now up as much as 50%, depending on when you stepped into a trade, and which stock you chose. Now get out. See, as well as URZ and URG have done and are doing (URRE not so much), it looks like the short-term rally I first spotted a little more than a couple of months ago has fully run its course, and now these names are setting up a pullback.
- [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?
Hot Cheap Stocks To Watch For 2014: AeroVironment Inc.(AVAV)
AeroVironment, Inc. designs, develops, produces, and supports unmanned aircraft systems (UAS), and efficient energy systems for various industries and governmental agencies. Its UAS provide intelligence, surveillance, and reconnaissance, including real-time tactical reconnaissance, tracking, combat assessment, and geographic data to the small tactical unit or individual war fighter. The UAS wirelessly transmit critical live video and other information generated by their payload of electro-optical or infrared sensors directly to a hand-held ground control system, enabling the operator to view and capture images during the day or at night on a hand-held ground control unit. AeroVironment also provides spare equipment, alternative payload modules, batteries, chargers, repair services, and customer support for the UAS. In addition, the company produces industrial productivity and clean transportation solutions for commercial and government customers, develops potential clean t ransportation solutions, and performs contract engineering services; offers PosiCharge electric vehicle charging systems for industrial electric material handling fleets, electric vehicle charging systems for passenger and fleet vehicles, and power cycling and test systems for developers and manufacturers of plug-in electric and hybrid vehicles, as well as battery packs, electric motors, and fuel cells; and supplies power cycling and test systems to research and development organizations that focus on developing electric propulsion systems, electric generation systems, and electricity storage systems. It supplies its UAS primarily to the organizations within the United States department of defense. AeroVironment, Inc. was incorporated in 1971 and is headquartered in Monrovia, California.
Advisors' Opinion:- [By Blake Bos]
In the video below, Blake observes how smaller companies like iRobot� (NASDAQ: IRBT ) and AeroVironment (NASDAQ: AVAV ) , as well as huge defense contractors such as Lockheed Martin� (NYSE: LMT ) and Northrop Grumman� (NYSE: NOC ) , are positioned to benefit from this trend.
- [By Rich Smith]
California-based AeroVironment (NASDAQ: AVAV ) continues its relentless march -- or the airborne equivalent of a march -- to raking in every last cent of the $65.5 million the Pentagon has awarded it to produce unmanned aerial vehicles (UAVs) for the U.S. Army.
Hot Cheap Stocks To Watch For 2014: Sirius XM Radio Inc.(SIRI)
Sirius XM Radio Inc. provides satellite radio services in the United States and Canada. It broadcasts a programming lineup of approximately 135 channels of commercial-free music, sports, news and information, talk and entertainment, traffic, and weather on subscription fee basis through two satellite radio systems in the United States; and holds an interest in the satellite radio services offered in Canada. The company also simulcasts music and selected non-music channels over the Internet; and offers applications to allow consumers to access its Internet services on mobile devices. As of December 31, 2010, it had 20,190,964 subscribers. In addition, the company designs, establishes specifications, sources or specifies parts and components, and manages various aspects of the logistics and production of satellite radios; licenses its technology to various electronics manufacturers to develop, manufacture, and distribute radios under various brands; and imports radios distri buted through its Websites. The company?s satellite radios are primarily distributed through automakers, retailers, and its Websites. Further, it provides music services for commercial establishments; a satellite television service to offer music channels as part of certain programming packages on the DISH Network satellite television service; music and comedy channels to mobile phone users through mobile phone carriers; Backseat TV, a service offering television content designed primarily for children in the backseat of vehicles; Travel Link, a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and real-time traffic and weather services. The company was formerly known as Sirius Satellite Radio Inc. and changed its name to Sirius XM Radio Inc. in August 2008. Sirius XM Radio Inc. was founded in 1990 and is headquartered in New York, New York.
Advisors' Opinion:- [By Rick Munarriz]
Sirius XM Radio (NASDAQ: SIRI ) hit a fresh five-year high today.
That isn't really much of a surprise. Sirius XM pleased investors earlier this week by announcing that it wrapped up the second quarter with 715,000 net new subscribers. There are now more than 25 million subscribers for the satellite radio service.
- [By WWW.DAILYFINANCE.COM]
thinkretail/FlickrUpset employees used store windows to express how they feel about Wet Seal's closures. There were plenty of winners and losers this week, with the only game in town when it comes to satellite radio announcing a strong close to 2014 and a fading apparel retailer shutting down hundreds of stores. DISH Network (DISH) -- Winner The problem with kissing fat cable bills goodbye is giving up live sports programming, but that may no longer be an issue. DISH Network announced Sling TV, a streaming television service that offers a handful of channels -- including CNN, Disney Channel and Cartoon Network -- for $20 a month. More important for sports buffs, Sling TV also comes with ESPN, ESPN2 and the NBA-happy TNT. It remains to be seen if a streaming service of live TV gains traction. Folks on limited data plans will go through a lot of bandwidth, and speedy connections will be necessary for high quality. However, it's the boldest step by a relevant provider to break up the silly bundling of channels that leads to folks paying for a ton of content that they have no interest in watching. Sony (SNE) -- Loser The annual International CES expo is typically more about winners in the realm of consumer electronics than losers, but it's hard not to knock Sony for introducing a new Walkman. The portable media player has plenty of slick features, including 128 gigs of storage and hi-resolution audio. Unfortunately for the Japanese conglomerate, the Walkman NW-ZX2 is priced at a laughable $1,120. Sony has struggled to move gadgetry at much lower price points. It's going to be an uphill challenge to convince consumers that portable media players are worth four figures in any configuration. Sirius XM Radio (SIRI) -- Winner Satellite radio just keeps growing in popularity. Sirius XM announced on Wednesday that it closed out the year with 27.3 million subscribers, 1.75 million more than it had when the year began. Back in October it was only targeting 1.6 milli
- [By WWW.DAILYFINANCE.COM]
Gene J. Puskar/AP DETROIT -- said its U.S. July auto sales rose 20 percent and that it expected the industry to show an 8 percent increase for the month. Both figures were below analysts' estimates. Nine analysts surveyed by Reuters had expected gains of 25.5 percent for Chrysler and 11 percent for the industry. However, Chrysler said last month was its best July since 2005, with sales of 167,667 vehicles. Gains in U.S. auto sales have been stronger than the overall economy since the recession. Still, the monthly figures also provide an early glimpse into consumer spending. Auto sales dropped to a low of 10.4 million vehicles in 2009 and have risen steadily since, reaching 15.6 million vehicles last year. They are on a pace for about 16.4 million this year, in part because of easier credit and loans of up to 84 months. In a posting on Twitter, Hyundai Motor said its U.S. July sales rose 1.5 percent to 67,011 vehicles, an all-time record for that month. General Motors (GM), which reports sales later Friday morning, is expected to show a gain of 11 percent, according to the analysts surveyed by Reuters. This month Toyota Motor (TM) is expected to nudge Ford Motor (F) for the No. 2 sales spot, behind GM. Analysts expect Toyota sales to rise 11 percent and Ford's to increase 9 percent. Toyota topped Ford in U.S. sales in July 2013, but Ford has held second place for all of last year and so far this year. On Friday in Turin, Italy, where Chrysler parent Fiat is headquartered for now, shareholders are expected to approve a merger that will create Fiat Chrysler Automobiles, to be registered in the Netherlands. Fiat has relied on the resurgence of Chrysler in North America since the No. 3 U.S. automaker's 2009 government-sponsored bankruptcy as Europe's auto sales flagged. Sales of Chrysler's Jeep SUV brand, which Fiat Chrysler sees as a linchpin in its global growth, showed sales up 41 percent in July, while Ram truck sales rose 14 percent. Chrysler bran
Hot Cheap Stocks To Watch For 2014: UnitedHealth Group Incorporated(UNH)
UnitedHealth Group Incorporated provides healthcare services in the United States. Its Health Benefits segment offers consumer-oriented health benefit plans and services to national employers, public sector employers, mid-sized employers, small businesses, and individuals; and non-employer based insurance options for purchase by individuals. It also provides health and well-being services for individuals aged 50 and older; and for services dealing with chronic disease and other specialized issues for older individuals, as well as health plans for the beneficiaries of acute and long-term care Medicaid plans. This segment offers its services through a network of 730,000 physicians and other health care professionals, and 5,300 hospitals. Its OptumHealth segment provides health, financial, and ancillary services and products that assist consumers through personalized health management solutions; benefit administration, and clinical and network management; health-based financi al services; behavioral solutions; and specialty benefits, such as dental, vision, life, critical illness, short-term disability, and stop-loss product offerings. The company?s Ingenix segment offers database and data management services, software products, publications, consulting and actuarial services, business process outsourcing services, and pharmaceutical data consulting and research services. Its Prescription Solutions segment provides integrated pharmacy benefit management services comprising retail network pharmacy contracting and management, claims processing, mail order pharmacy services, specialty pharmacy, benefit design consultation, rebate contracting and management, drug utilization review, formulary management programs, disease therapy management, and adherence programs to employer groups, union trusts, managed care organizations, Medicare-contracted plans, Medicaid plans, and third party administrators. The company was founded in 1974 and is based in Minne tonka, Minnesota.
Advisors' Opinion:- [By Matt Thalman]
UnitedHealth (NYSE: UNH ) was the Dow's biggest winner of the day, as shares rose 6.52% today. The company released its earnings report, which indicated that the company had slightly missed estimates on the top line, but beat on the bottom line. Expected revenue was $30.5 billion, while estimated earnings per share was set at $1.25, but UnitedHealth posted revenue of $30.4 billion and EPS of $1.40. Revenue rose 12% during the quarter over the same time frame as last year, and diluted GAAP earnings increased by 10%. Whether the good times will continue is anyone's guess, as the ObamaCare law is set to go into effect in just a few months, and most analysts are still unsure how the health-insurance companies will be affected by the new laws.�
- [By Dan Caplinger]
The strong results we've seen in the first week of earnings season have helped push the Dow Jones Industrial Average (DJINDICES: ^DJI ) to fresh intraday highs. Yet tomorrow morning, Dow investors will get a new read on the economy from a different perspective, as health-insurance giant UnitedHealth (NYSE: UNH ) will give its latest results. Even as most investors will be focused on how UnitedHealth does compared to WellPoint (NYSE: WLP ) and other insurance peers, UnitedHealth's results will have implications for Dow companies elsewhere in the health care sector. With reform affecting all corners of the health care market, investors can't afford to watch only a single part of the sector to get a full understanding of the state of the industry.
- [By Travis Hoium]
On the earnings front, UnitedHealth Group (NYSE: UNH ) is up 6.4% after reporting a surprisingly strong second quarter. Revenue jumped 12% to $30.4 billion, while net income rose to $1.44 billion, or $1.40 per share. The big driver was an increase in patients covered, which should continue under Obamacare next year. The company covered 89.2 million people as of June 30, up from 76.6 million a year ago.�
Hot Cheap Stocks To Watch For 2014: Wendy's/Arby's Group Inc.(WEN)
The Wendy's Company operates as a quick-service hamburger company in the United States. The company, through its subsidiary, Wendy's International, Inc., operates as a franchisor of the Wendy's restaurant system. As of December 26, 2011, the Wendy's system comprised approximately 6,500 franchise and company restaurants in the United States and the United States territories, as well as in 26 other countries worldwide. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1884 and is headquartered in Dublin, Ohio.
Advisors' Opinion:- [By Dan Burrows]
With that in mind, here are five of the best cheap dividend stocks you can buy — four of which trade for less than $10, and one that’s just some pocket change more.
Cheap Dividend Stocks #1: Wendy’s (WEN)Share Price as of 4/4: $9.11
YTD Stock Performance: 4%
Dividend Yield: 2.2% - [By Matt Brownell]
Getty Images Not all is happy in McDonaldland. McDonald's reported its first-quarter earnings Friday morning, and while profit rose slightly, comparable-store sales in the U.S. fell 1.2%. Things were even worse abroad, with comparable sales in Asia, the Middle East and Africa falling 3.3%. In a statement accompanying the filing, McDonald's (MCD) CEO Don Thompson cited "global economic headwinds" and a "challenging eating-out environment." The poor sales don't come as a complete shock. While the company reported improved profits in the fourth quarter of 2012, it also saw sales decline in key foreign markets and dealt with a drop in operating profit margins. Though popular, the McRib barbecue sandwich can't solve all of the chain's problems. So in recent months, McDonald's has introduced Chicken McWraps in a bid to stimulate sagging sales. But franchisees recently complained that the sandwiches took too long to prepare. And the company is also confronting the fact that customer-service issues are rampant at its franchises: According to one report, McDonald's officials told franchisees that "service is broken." QSR Magazine, an industry trade publication, found that the average wait time at the McDonald's drive-through window was a full minute slower than at rival Wendy's (WEN). McDonald's stock dropped by more than 2 percentage points to $99.76 a share in pre-market trading.
Tucked away at the McDonald's C.O.B. — or Campus Office Building — is the test kitchen, where the fast food chain comes up with all sorts of products.
Hot Cheap Stocks To Watch For 2014: Express-1 Expedited Solutions Inc.(XPO)
XPO Logistics, Inc. provides third-party logistics services using a network of relationships with ground, sea, and air carriers in the United States, Mexico, and Canada. It operates in three segments: Express-1, Concert Group Logistics, and Bounce Logistics. The Express-1 segment offers ground expedited surface transportation services for freight. It operates a fleet ranging from cargo vans to semi tractor trailer units. The Concert Group Logistics segment provides domestic and international freight forwarding services through a network of independently owned stations. Its domestic freight forwarding services include air charter, expedites, and time sensitive services, as well as cost sensitive services comprising deferred delivery, less than truckload, and full truck load services; and international freight forwarding services consist of on-board courier and air charters, time sensitive services, less-than-container and full-container-loads, and vessel charters. This segm ent also offers documentation on international shipments, customs clearance and banking, trade show shipment management, time definite and customized product distributions, reverse logistics and on site asset recovery projects, installation coordination, freight optimization, and diversity compliance support services. The Bounce Logistics segment provides premium freight brokerage services for truckload shipments. The company serves approximately 4,000 retail, commercial, manufacturing, and industrial customers through 6 U.S. operations centers and 22 agent locations. It offers its services to the automotive manufacturing, automotive components and supplies, commercial printing, durable goods manufacturing, pharmaceuticals, food and consumer products, and high tech sectors. The company was formerly known as Express-1 Expedited Solutions, Inc. and changed its name to XPO Logistics, Inc. in September 2011. XPO Logistics, Inc. was founded in 1989 and is based in Buchanan, Michi gan.
Advisors' Opinion:- [By Jake L'Ecuyer]
XPO Logistics (NYSE: XPO) shot up 7.06 percent to $30.01 after the company announced its plans to acquire Pacer International (NASDAQ: PACR) in a deal valued at $335 million.
- [By Travis Hoium]
What: Shares of XPO Logistics (NYSE: XPO ) jumped 13% today after announcing an acquisition.
So what: The company will pay $365 million for logistics provider 3PD, consisting of $357 million in cash an $8 million in XPO restricted stock. Is will use its own cash and borrow $195 million from Credit Suisse Group for the remainder of the purchase. �
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