Sunday, August 10, 2014

Top 10 Building Product Companies For 2014

Quanex Building Products (NYSE: NX  ) reported earnings on June 7. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended April 30 (Q2), Quanex Building Products beat expectations on revenues and missed expectations on earnings per share.

Compared to the prior-year quarter, revenue grew significantly. GAAP loss per share dropped.

Margins increased across the board.

Revenue details
Quanex Building Products reported revenue of $232.5 million. The seven analysts polled by S&P Capital IQ expected revenue of $224.8 million on the same basis. GAAP reported sales were 20% higher than the prior-year quarter's $194.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
EPS came in at -$0.20. The eight earnings estimates compiled by S&P Capital IQ predicted -$0.08 per share. GAAP EPS were -$0.20 for Q2 against -$0.34 per share for the prior-year quarter.

Hot Media Stocks To Own For 2015: Responsys Inc.(MKTG)

Responsys, Inc. provides on-demand software and professional services primarily in North America, the Asia Pacific, and Europe. The company offers Responsys Interact suite, a software-as-a-service platform that provides marketers with a set of integrated applications to create, execute, optimize, and automate marketing campaigns in various channels, including email, mobile, social, and the Web. Its platform also leverages third-party applications and data from real-time sources allowing customers to deliver targeted content to its customers and known prospects as part of their interactive marketing campaigns. In addition, it provides professional services, such as strategic, creative, deliverability, campaign, and education services. The company offers its on-demand software and professional services to retail and consumer, travel, financial services, and technology industries through a direct sales force. Responsys, Inc. was founded in 1998 and is headquartered in San Bru no, California.

Advisors' Opinion:
  • [By The GeoTeam]

    Our recent 2013 articles on SaaS companies Selectica (SLTC), E2open (EOPN), Responsys (MKTG), Vocus (VOCS), and ExactTarget (ET) highlighted such opportunities. The average return since the inception of our coverage currently stands at around 34% (55% at their highs).

  • [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 Responsys (Nasdaq: MKTG  ) , whose recent revenue and earnings are plotted below.

Top 10 Building Product Companies For 2014: National Oxygen Ltd (NOL)

National Oxygen Limited (NOL) is an India-based company, which is a producer and supplier of industrial gases both in liquid and gaseous forms to industries and hospitals. Its products include oxygen, nitrogen and acetylene. The Company operates in two segments: Industrial Gases, which is engaged in the manufacture of industrial gases, and Windmill, which is engaged in the generation of windmill energy. During the fiscal year ended March 31, 2012 (fiscal 2012), the Company produced 51,07,981 cubic meters of oxygen, 52,138 cubic meters of dissolved acetylene, 30,69,610 cubic meters of nitrogen and 26,86,762 kilowatt hours of windmill energy. It has two industrial gas plants in Tamil Nadu and Pondicherry, and one windmill in Maharashtra. During fiscal 2012, NOL had an installed capacity to produce 2,50,00,000 cubic meters of oxygen, 2,00,000 cubic meters of dissolved acetylene and 44,00,000 kilowatt hours of windmill energy. Advisors' Opinion:
  • [By John Emerson]

    Another huge benefit which was imbedded in the value of RTEC was the tens of millions of net operating losses (NOL) that the company had accrued as a result of the massive accrual losses it would sustain during the credit crisis. These benefits were not reflected on the balance sheet but they would translate into tens of millions of dollars in income tax savings when the company eventually returned to profitability.

Top 10 Building Product Companies For 2014: James River Coal Company(JRCC)

James River Coal Company, through its subsidiaries, engages in mining, processing, and selling thermal and metallurgical coal in eastern Kentucky, southern West Virginia, and southern Indiana. It conducts its mining operations in Bell County, Bledsoe, Blue Diamond- Buckeye, Blue Diamond-Leatherwood, Hampden, McCoy Elkhorn, Laurel Mountain, and Triad mining complexes. As of December 31, 2011, the company had 8 mining complexes, including 25 underground mines, 12 surface mines, and 14 preparation plants, as well as controlled approximately 362.8 million tons of proven and probable coal reserves in Central Appalachia and Midwest regions. It sells its coal to utility, steel, and industrial markets. The company was founded in 1988 and is headquartered in Richmond, Virginia.

Advisors' Opinion:
  • [By Roberto Pedone]

    Another under-$10 energy player that's starting to move within range of triggering a near-term breakout trade is James River Coal (JRCC), which is engaged in mining, processing and selling thermal and metallurgical coal through eight active mining complexes located throughout eastern Kentucky, southern West Virginia and southern Indiana. This stock has been hit hard by the sellers so far in 2013, with shares off by 38%.

    If you take a look at the chart for James River Coal, you'll notice that this stock has been trending sideways for the last two months inside of a consolidation pattern, with shares moving between $1.70 on the downside and $2.32 on the upside. Shares of JRCC are now starting to trend back above its 50-day moving average of $1.94 a share. That move is quickly pushing JRCC within range of triggering a near-term breakout trade above the upper-end of its recent sideways trading chart pattern.

    Market players should now look for long-biased trades in JRCC if it manages to break out above some near-term overhead resistance levels at $2.20 to $2.32 a share and then once it clears its 200-day moving average at $2.48 a share with high volume. Look for a sustained move or close above those levels with volume that registers near or above its three-month average volume of 1.16 million shares. If that breakout triggers soon, then JRCC will set up to re-test or possibly take out its next major overhead resistance levels at $2.88 to $3.50 a share, or possibly even $4 a share.

    Traders can look to buy JRCC off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at either $1.74 or at $1.70 a share. One can also buy JRCC off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Ben Levisohn]

    Walter Energy announced that it would sell�$200 million of senior secured notes due 2019 with a coupon of 9.500% a year, and priced its private offering of $350 million aggregate principal amount of 11.0%/12.0% Senior Secured Second Lien PIK Toggle Notes due 2020. Walter has a debt-equity ratio of 369, according to Bloomberg, more than twice Peabody Energy’s 152. Walter’s announcement comes just two days after�James River Coal (JRCC) missed a coupon payment on its own debt. Standard & Poor’s reaffirmed Walter Energy’s B-minus rating yesterday but said the outlook is negative.

  • [By Dimitra DeFotis]

    Alpha Natural Resources�(ANR) and�James River Coal�(JRCC) each rose nearly 12%. The largecap U.S. coal players also rallied: Arch Coal�(ACI) was up 10%,�Peabody Energy�(BTU) jumped nearly 9% . �

  • [By John Udovich]

    Obama�� war on coal has claimed another victim as James River Coal Company (NASDAQ: JRCC) files for Chapter 11, but coal stocks Westmoreland Coal Company (NASDAQ: WLB), Alliance Resource Partners, L.P. (NASDAQ: ARLP) and Hallador Energy Co (NASDAQ: HNRG) have still managed to put in a decent performance for investors���despite the industry headwinds coming from the White House. Just consider this: By 2025, 300 of America�� coal plants will close due to EPA policies for a total of 44,000 megawatts of generating capacity in 33 states to be taken off line. Moreover, Democrats have been putting up roadblocks to stop coal exports���one potential industry bright spot as the US�has the largest coal repository in the world.

Top 10 Building Product Companies For 2014: WiLan Inc (WILN)

WiLAN Inc. (WiLAN), incorporated on May 14, 1992, is a licensing company. WiLAN develops, acquires, and licenses a range of intellectual property that drives products in communications and consumer electronics markets. Through both internal research and development and acquisitions from third parties, the Company has acquired intellectual property in the form of patents and patent applications in many countries that it has licensed to more than 255 companies in telecommunications markets around the world. As of December 31, 2011, WiLAN had a portfolio of approximately 3,000 patents, including issued and pending patents and foreign equivalents. WiLAN has five directly wholly-owned subsidiaries, Wi-LAN Capital Inc. (WiLAN Capital), Wi-LAN International Inc. (WiLAN International), Wi-LAN International Hong Kong Inc. (WiLAN Hong Kong), Wi-LAN International Japan Inc. (WiLAN Japan) and Wi-LAN International Taiwan Inc. In July 2012, it acquired a global portfolio of more than 40 patents and applications from Siemens AG related to telecommunication network management and mobile multimedia. In October 2012, the Company acquired a global portfolio of more than 150 patents and patent applications from Alvarion Ltd. In June 2013, WiLan Inc acquired a portfolio of patents from Cypress Semiconductor Corporation. In November 2013, the Company acquired a portfolio of semiconductor patents from IXYS CH GmbH related to microcontroller technology.

In the Company's licensing business, the Company has signed licenses with companies that sell products utilizing technologies, including CDMA (Code Division Multiple Access-a cellular telecommunications specification); Wi-Fi (the underlying technology of wireless local area networks based on various IEEE 802.11 specifications); WiMAX (Worldwide Interoperability for Microwave Access-a standards-based broadband wireless technology that provides metropolitan area network connectivity based on IEEE 802.16 specifications); LTE (Long Term Evolution-high performance air! interface for cellular mobile communication systems designed to increase the capacity and speed of mobile telephone networks), and ADSL (Asymmetric Digital Subscriber Line-a standards-based access technology that provides broadband Internet access over twisted pair telecommunications wiring). The Company has also signed licenses with companies that sell products utilizing technologies, including DOCSIS (Data Over Cable Service Interface Specifications-a standards-based access technology that provides broadband Internet access over cable networks); Bluetooth (a wireless protocol for exchanging data over short distances between fixed and mobile devices), and V-Chip (a technology that permits the blocking of television programs at a receiver (such as a television, multi-media equipped personal computer or set-top box) by viewers based on ratings information carried on the television signal).

Advisors' Opinion:
  • [By Monica Gerson]

    Breaking news

    Wi-LAN (NASDAQ: WILN) today announced that its Board of Directors has initiated a process to explore and evaluate a broad range of strategic alternatives for the Company to enhance shareholder value. To read the full news, click here. MannKind (NASDAQ: MNKD) today announced that the U.S. Food and Drug Administration (FDA) has acknowledged the resubmission of a New Drug Application (NDA) for AFREZZA庐 (insulin human [rDNA origin]) Inhalation Powder. To read the full news, click here. lululemon athletica (NASDAQ: LULU) today announced that Tara Poseley has been appointed to its Senior Leadership Team as Chief Product Officer. To read the full news, click here. Nice Systems (NASDAQ: NICE) reported a drop in its third-quarter profit. To read the full news, click here.

    Posted-In: Bank of America FOMC US Stock FuturesNews Eurozone Futures Pre-Market Outlook Markets

  • [By Rich Duprey]

    Often accused of being a patent troll,�non-performing entity�WiLAN� (NASDAQ: WILN  ) wrangled a settlement out of Dell (NASDAQ: DELL  ) with details of the deal remaining confidential.

Top 10 Building Product Companies For 2014: Allegiant Travel Co (ALGT)

Allegiant Travel Company, incorporated on April 4, 2006, is a leisure travel company focused on providing travel services and products to residents of small, underserved cities in the United States. The Company operates a passenger airline marketed primarily to leisure travelers in small cities, allowing it to sell air transportation both on a stand-alone basis and bundled with the sale of air-related and third party services and products. In addition, it provides air transportation under fixed fee flying arrangements. The Company provides scheduled air transportation on limited frequency nonstop flights between small city markets and leisure destinations. As of February 1, 2013, its operating fleet consisted of 58 MD-80 aircraft and six Boeing 757-200 aircraft providing service on 191 routes to 85 cities including 13 leisure destinations and 72 small cities and including cities served seasonally. In January 2012, the Company took ownership of two MD-80 aircraft. In October 2012, the Company announced the formation of Allegiant Systems, a joint venture with AvIntel and Lixar IT.

The Company provides unbundled air-related services and products in conjunction with air transportation for an additional cost to customers. These optional air-related services and products include use of its Website for purchases, use of its call center for purchases, advance seat assignment, baggage fees, priority boarding, its own travel protection product, change fees, food and beverage purchases on board and other air-related services. The Company offers third party travel products, such as hotel rooms, ground transportation (rental cars and hotel shuttle products) and attractions (show tickets) bundled with the purchase of its air transportation.

The Company provides air transportation through fixed fee agreements and charter service on a seasonal and ad-hoc basis for other customers. As of February 1, 2013, its operating aircraft consisted of 58 MD-80 aircraft and six Boeing 757-200 aircraft. D! uring the year ended December 31, 2012, the Company has entered into purchase agreements to acquire seven Airbus A320 aircraft and operating lease agreements for an additional nine Airbus A319 aircraft.

The Company competes with AirTran, Frontier, Spirit, Southwest, US Airways, Alaska Airlines, Horizon Air, Delta, Xtra, United and American.

Advisors' Opinion:
  • [By Ben Levisohn]

    DeNardi also rates Alaska Air (ALK), Spirit Airlines (SAVE) and Allegiant Travel (ALGT) as Buys and Southwest, JetBlue Airways (JBLU) and Hawaiian Holdings (HA) as holds.

  • [By Adam Levine-Weinberg]

    Allegiant Travel (NASDAQ: ALGT  ) has become one of the most successful airlines in the U.S. (albeit not a very well-known one) by attacking a distinct niche: leisure travelers going from small cities to warm weather destinations. Focusing on markets where it does not face any competition has helped Allegiant generate margin performance near the top of the airline industry for the last several years.

  • [By Paul R. La Monica]

    Still, Crissey warns that not all airlines are going to keep flying high. He recently upgraded United, and said two other favorites are Southwest and Las Vegas-based regional carrier Allegiant (ALGT).

Top 10 Building Product Companies For 2014: Qiagen N.V.(QGEN)

QIAGEN N.V., through its subsidiaries, provides sample and assay technologies worldwide. It offers approximately 500 core consumable products, such as sample and assay kits, and automated instrumentation systems that empower customers to transform raw biological samples into molecular information. The company?s consumable products are used for plasmid deoxyribonucleic acid (DNA) purification, and ribonucleic acid purification and stabilization; genomic and viral nucleic acid purification; nucleic acid transfection; polymerase chain reaction (PCR) amplification; reverse transcription; DNA cleanup after PCR and sequencing; and DNA cloning and protein purification. The company sells the digene HC2 HPV Test, a signal-amplified test for high-risk strains of the human papillomavirus. It also offers co-development services for companion diagnostics, technology licensing and patent sales services, and custom services, including whole genome amplification, DNA sequencing, and non- cGMP DNA production on a contract basis. The company?s instrumentation systems automate the use of sample and assay technologies into solutions for a range of laboratory needs enabling customers to perform nucleic acid sample preparation, assay setup, target detection, and other laboratory tasks. Its automated systems include QIAsymphony, a modular system; Rotor-Gene Q, a rotary real-time PCR cycler system; PyroMark, a high-resolution detection platform based upon the Pyrosequencing technology; QIAcube, a sample processing instrument; QIAxcel for nucleic acid separation in low- to high-throughput laboratories; and ESE-Quant Tube Scanners, an optical measurement device. The company serves customer classes, including molecular diagnostics laboratories; applied testing customers in fields, such as forensics, veterinary diagnostics, and food safety; pharmaceutical research and development groups, and academic researchers. QIAGEN N.V. was founded in 1986 and is headquartered in Venlo, the Netherlands.

Advisors' Opinion:
  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Qiagen N.V (QGEN).’s test to quantify viral loads on organ transplant patients has been approved by the U.S. Food and Drug Administration under a full premarket approval. The Artus CMV RCQ MDx Kit is the only FDA-approved, polymerase chain reaction-based assay optimized for low- to mid-throughput testing of human cytomegalovirus.

Top 10 Building Product Companies For 2014: Electronics for Imaging Inc.(EFII)

Electronics For Imaging, Inc. provides color digital print controllers, digital inkjet printers, and business process automation solutions. The company?s Fiery products consist of stand-alone print controllers and servers connected to digital copiers and other peripheral devices; embedded and design-licensed solutions used in digital copiers and multi-functional devices; optional software integrated into controller solutions that include Fiery Central and MicroPress; Entrac, a self-service and payment solution; PrintMe, a mobile printing application; and stand-alone software-based solutions, such as proofing and scanning solutions, including ColorProof XF, Fiery XF, ColorProof eXpress, and Xflow. It also offers industrial inkjet products, including VUTEk super-wide format digital industrial inkjet printers and inks used by billboard graphics printers, commercial photo labs, sign shops, graphic screen printers, specialty commercial printers, and digital graphics providers; Rastek hybrid and flatbed entry level production UV wide format inkjet printers; and Jetrion label and packaging digital inkjet printers, integration solutions, and specialty digital UV inks for primary and secondary label applications, and industrial label or flexible packaging markets. In addition, the company provides advanced professional print software products consisting of print production workflow and management information software, including Monarch, PSI, Logic, PrintSmith, and PrintFlow; Pace, a cloud-based business process automation software; and cloud-based order entry and order management systems, which comprise Digital StoreFront, PrinterSite, and PrintSmith Site. Electronics For Imaging, Inc. offers its products through sales force and distribution arrangements primarily in the Americas, Europe, the Middle East, Africa, and Japan. The company was founded in 1988 and is headquartered in Foster City, California.

Advisors' Opinion:
  • [By Seth Jayson]

    Electronics for Imaging (Nasdaq: EFII  ) reported earnings on April 18. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), Electronics for Imaging beat expectations on revenues and beat expectations on earnings per share.

  • [By Brian Pacampara]

    What: Shares of digital printing technologist Electronics for Imaging (NASDAQ: EFII  ) popped 12% today after its quarterly results topped�Wall Street expectations.

  • [By shash63]

    Electronic For Imaging�� (EFII) second biggest segment, Fiery Controllers, contributed 35% of total revenue. This segment provides controllers for digital printers. The company�� big clients in this segment are Xerox, Ricoh, Konica Minolta, and Canon, contributing 80% of this segment�� revenue. These clients are expected to launch new products in future, thus creating further potential for revenue growth.

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