The surprising bounce in July and August exports out of China has now given way to a lackluster September. If anyone bet the trend of Europeans and Americans importing Made in China would last a government shutdown and European recession, they bet wrong. But the biggest surprise in the downturn is not these two political drama queens, but China�� smaller neighbors.
The outlook for external demand for the fourth quarter remains ��urky�� judging by Jian Chang of Barclays��estimate. She said Monday from Hong Kong that uncertainties coming from U.S. fiscal and momentary policies is a potential problem for China�� exports in the months ahead. It�� not that the U.S. isn�� importing Chinese goods. We are. It�� practically an extension of the American economy. In fact, exports to the U.S. rose 4.2% in September from last September, but they are down from an average growth rate of 5.7% in July and again in August.
The U.S. aside, the biggest cliff dive in Chinese demand came from southeast Asia markets. Exports to southeast Asia (ASEAN countries) fell 9.8% from September 2012, down from an average expansion of 26% in July and August. Tighter financial conditions in southeast Asia over the summer ��thanks to concerns about Fed ��apering����coupled with a general deterioration in domestic demand all affected China�� exports to these economies.
Top Transportation Stocks To Watch For 2015: ADT Corp (ADT)
The ADT Corporation (ADT), incorporated on January 18, 2012, is a provider of electronic security, interactive home and business automation, and monitoring services for residences and small businesses in the United States and Canada. The Company�� products and services include ADT Pulse interactive home and business solutions, and home health services. ADT provides business security intrusion detection, which protect the business from burglary, robbery and intruders. Its electronic access control limits unauthorized entry and employee access to the business, as well as complete access. Effective August 2, 2013, The ADT Corp acquired Devcon Security Services Corp, a provider of security protection services, from Devcon International Corp. In November 2013, Kastle Systems International announced that it had acquired Mutual Central Alarm Services and Stat-Land Security Systems from ADT Corporation.
The Company's video surveillance views events in multiple areas of facility, which has control over loss and oversees business. On October 1, 2012, the Company completed the acquisition of Absolute Security.
Advisors' Opinion:- [By Michael Lewis]
Home and small-business security company ADT (NYSE: ADT ) debuted on the markets in October of last year as a spinoff of conglomerate Tyco. While spinoffs are often misunderstood or neglected investment opportunities, this one came out priced high and covered well, eliminating the opportunity for a value play. Since its IPO, the stock has only ticked up around 6% while sales and profits continue to rise. In the past quarter, the company added more than 300,000 new customers, with plenty of room to grow. It's no doubt that ADT is an industry leader, but is the stock still too expensive to warrant a buy?
- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of The ADT (NYSE: ADT) were down 5.93 percent to $41.41 after the company announced the repurchase of 10.24 million shares held by Corvex at $44.01 per share. - [By Jonas Elmerraji]
We're seeing the exact same setup in shares of security monitoring firm ADT (ADT) right now. The big difference is that ADT has shown investors some miserable relative strength in 2013. Unlike Corning, this stock has actually managed to lose 12% during a double-digit rally in the rest of the market. That weakness coming into the fourth quarter makes ADT look more likely to follow through with a breakdown.
In ADT's chart, the key support level comes in at $39. If shares can't hold that price level, it's time to hit the sell button. Whenever you're looking at any technical price pattern, it's critical to think in terms of those buyers and sellers. Triangles and other pattern names are a good quick way to explain what's going on in a stock, but they're not the reason it's tradable. Instead, it all comes down to supply and demand for shares.
That support level at $39 is a price at which there had been an excess of demand of shares; in other words, it's a place at which buyers were more eager to step in and buy shares at a lower price than sellers were to sell. That's what makes a breakdown below $39 so significant; the move would indicate that sellers are finally strong enough to absorb all of the excess demand above that price level. Wait for that trigger before you sell.
Lower highs in momentum add some extra confidence to the bear bias in ADT this fall.
- [By Lauren Pollock]
ADT Corp.'s(ADT) fiscal fourth-quarter earnings rose 2.1% as the security-monitoring company’s recurring revenue improved thanks to customer growth. The top line beat views, pushing shares up 2.2% to $43.75 premarket.
Hot Rising Stocks To Own For 2014: Allied Nevada Gold Corp(ANV)
Allied Nevada Gold Corp., together with its subsidiaries, engages in the evaluation, acquisition, exploration, and advancement of gold exploration and development projects in the state of Nevada. It principally operates the Hycroft Mine, an open pit heap leach gold and silver mine covering approximately 61,389 acres of mineral rights and is located to the west of Winnemucca, Nevada. The company also involves in the exploration and development of various exploration properties, including Hasbrouck, Mountain View, Three Hills, Wildcat, Maverick Springs, and Pony Creek/Elliot Dome projects. In addition, the company holds exploration rights to approximately 100 other exploration properties in Nevada. Allied Nevada Gold Corp. was incorporated in 2006 and is headquartered in Reno, Nevada.
Advisors' Opinion:- [By Travis Hoium]
What: Gold and silver miners are taking it on the chin today. Royal Gold (NASDAQ: RGLD ) fell as much as 10.4%, Allied Nevada Gold (NYSEMKT: ANV ) fell up to 11.5%, and Silver Wheaton (NYSE: SLW ) dropped as much as 11.2%.
Hot Rising Stocks To Own For 2014: Natus Medical Incorporated(BABY)
Natus Medical Incorporated provides neurodiagnostic and newborn care products worldwide. The company offers healthcare products used for the screening, detection, treatment, monitoring, and tracking of common medical ailments in newborn care, hearing impairment, neurological dysfunction, epilepsy, sleep disorders, and balance and mobility disorders. Its product offerings include neurodiagnostic systems for audiology, neurology, polysomnography, and neonatology; newborn care products, such as hearing screening systems, phototherapy devices for the treatment of newborn jaundice, head-cooling products for the treatment of brain injury in newborns, and incubators to control the newborn?s environment; and software systems for managing and tracking disorders and diseases. The company provides newborn hearing screening product lines consisting of the ALGO, ABaer, AuDX, and Echo-Screen newborn hearing screeners; and hearing screening supply products that are used with newborn hea ring screening devices. It also offers diagnostic hearing assessment product lines, which include the Navigator Pro system, the Scout sport portable diagnostic device, and the AuDX PRO; and diagnostic hearing supply products. In addition, the company provides monitoring systems, balance and mobility products, newborn brain injury diagnostic products, thermoregulation products, and jaundice management products. Further, it offers photometers, radiometers, patient warming lamps, neonatal heatshields, pediatric scales, blanket warming cabinets, exam lights, oxygen hoods, restraining boards, and newborn circumstraints; neonatal noise attenuators, phototherapy eye masks, and x-ray shields for reproductive organs; and newborn screening data management products. The company serves hospitals, clinics, laboratories, physicians, nurses, audiologists, and governmental agencies. Natus Medical Incorporated was founded in 1987 and is headquartered in San Carlos, California.
Advisors' Opinion:- [By Sean Williams]
We could always blame Europe for the shortfall; I mean everyone else is doing it, right? Just yesterday, niche diagnostic and device maker for infants and newborns Natus Medical (NASDAQ: BABY ) warned that its revenue would be short of the Street's estimates because of tepid European demand for its products. Even having products with little competition in a niche category (infants and newborns) wasn't enough to save Natus Medical; could that be the reason Intuitive is faltering?
- [By Sean Williams]
What: Shares of Natus Medical (NASDAQ: BABY ) , a neurodiagnostic and medical device company specializing in newborn and infant care, sank as much as 15% after the company announced disappointing preliminary revenue figures for the second quarter.
- [By cody56]
The fund in the third quarter letter discuss its best holdings which included medical device manufacturer Natus Medical Inc. (BABY), rail road service company Trinity Industries Inc. (TRN), resort operator Vail Resorts Ince (MTN), Correction Corp Of America (CXW), and Endurance Specialty Holdings Ltd. (ENH).
Hot Rising Stocks To Own For 2014: Teradata Corporation(TDC)
Teradata Corporation provides analytic data solutions worldwide. The company offers various data warehousing solutions that comprise software, hardware, and related business consulting and support services. Its solutions integrate an organization?s departmental and enterprise-wide data about customers, financials, operations, and others into a single enterprise-wide data warehouse. The company also provides various software and hardware products, including Teradata Analytic Database Software, which delivers near real-time intelligence; Teradata Platform Family for the hardware component; Teradata Logical Data Models that are blueprints for designing an integrated data warehouse; Teradata Aster MapReduce Platform, a platform for analyzing new multi-structured data sources and data types; and Teradata Integrated Analytics to convert traditional data warehouse into an analytic services environment. In addition, it offers Teradata Analytic Applications and Tools comprising da ta mining, master data management, integrated marketing management, enterprise risk management, finance and performance management, demand and supply chain management, and profitability analytics to solve business problems. Further, the company provides consulting services, such as data warehousing business impact modeling, design, architecture, installation, implementation, and optimization consulting services, as well as enterprise analytics consulting, data management, and managed services; customer support services; and training services. It serves various companies in banking/financial services, media and entertainment, government, insurance and healthcare, manufacturing, retail, telecommunications, transportation, and travel industries. The company has strategic partnerships with Accenture, Capgemini, Cognizant, Computer Sciences Corporation, Deloitte, IBM Global Business Services, and Wipro Limited. Teradata Corporation was founded in 1979 and is headquartered in Dayt on, Ohio.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, data warehousing specialist Teradata (NYSE: TDC ) has earned a coveted five-star ranking.
- [By ICRAOnline]
During the quarter, the company signed distribution agreements with home improvement retailer Home Depot (HD) and technology consultant Tech Data (TDC). The agreements will help MakerBot�� offerings reach the customers through a much higher number of outlets in the North American regions than before, helping volume and revenue growth. Stratasys also witnessed strong demand for high-end systems, driven by manufacturing applications, as well as Objet-branded 3D Printers.
- [By Nick Taborek]
Citigroup Inc. dropped 1.5 percent as its profit fell short of analysts��estimates. Teradata (TDC) Corp. declined 18 percent after the computer-data storage company�� earnings missed projections. Flir Systems Inc. dropped 14 percent after preliminary earnings fell short of analyst estimates. FedEx Corp. jumped 4.1 percent after the world�� largest cargo airline operator announced a share repurchase program.
Hot Rising Stocks To Own For 2014: Nuveen Municipal Value Fund Inc.(NUV)
Nuveen Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is managed by Nuveen Asset Management. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It invests in undervalued municipal securities and other related investments the income, exempt from regular federal income taxes that are rated Baa or BBB or better. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor?s (S&P) National Municipal Bond Index. Nuveen Municipal Value Fund, Inc. was formed on April 8, 1987 and is domiciled in the United States.
Advisors' Opinion:- [By Aaron Levitt]
Everyone hates paying taxes. So when investors have the ability to get a 7.3% taxable-equivalent yield, they should jump at the opportunity. As one of the largest and oldest municipal CEFs, the Nuveen Municipal Value Fund (NUV) makes it possible.
- [By Adam Aloisi]
The following chart takes a comparative look at some widely held ETFs/CEFs holding different types of bonds. The objective is to visualize not only how much these products cost, but also to break down the percent of total yield depleted by management fees. I define total yield as current annualized yield plus net fees - in other words the yield of the fund if there were no management fees attached. The funds we will examine are aforementioned BND, iShares 20+ Treasury Bond (TLT), iShares High-Yield Corporate (HYG), Nuveen Municipal Value (NUV), Eaton Vance Limited Duration (EVV) and Alliance Bernstein Global High-Yield (AWF).
- [By Donald van Deventer]
The latest implied forward rate forecast from Kamakura Corporation shows projected 10-year U.S. Treasury yields differing -0.07% to 0.03% from last week while fixed rate mortgage yields varied by -0.01% to 0.08%. Mortgage yields, determined by the Monday through Wednesday weekly survey of the Federal Home Loan Mortgage Corporation, lag Treasury movements simply because of the 3-day yield calculation used in the Primary Mortgage Market Survey. The 10-year U.S. Treasury yield is projected to rise from 2.92% at Thursday's close (down 0.06% from last week) to 3.374% (down 0.06% from last week) in one year. The 10-year U.S. Treasury yield in ten years is forecast to reach 4.639%, 1 basis point lower than last week. The 15-year fixed rate mortgage rate is forecast to rise from the effective yield of 3.69% on Thursday (down 0.001% from last week) to 4.222% (down 0.006% from last week) in one year and 6.29% in 10 years, up 0.038% from last week. We explain the background for these calculations in the rest of this note, along with some mortgage servicing rights metrics. The forecast allows investors in exchange traded U.S. Treasury funds (TLT) (TBT), total return bond funds (BOND), municipal bonds (NUV) and exchange traded mortgage funds (REM) to assess likely total returns over the next 120 months. Treasury-related exchange traded funds affected by the forward rates include:
Hot Rising Stocks To Own For 2014: STERIS Corporation(STE)
STERIS Corporation and its subsidiaries develop, manufacture, and sell infection prevention, contamination control, microbial reduction, and surgical support products and services for healthcare, pharmaceutical, scientific, research, industrial, and governmental customers worldwide. It provides steam, vaporized hydrogen peroxide, and ethylene oxide sterilizers; liquid chemical sterilant processing systems; washer/disinfector systems; general and specialty surgical tables; surgical and examination lights; equipment management systems; operating room storage cabinets; warming cabinets; scrub sinks; and other products and accessories. The company also offers connectivity solutions, such as operating room integration, workflow, patient tracking, and instrument management that allow transfer of information and images; cleaning chemistries and sterility assurance products; cleansing products, including hard surface disinfectants, and skin care and hand hygiene solutions; high-pu rity water equipment; vaporized hydrogen peroxide generators. In addition, it sells contract materials processing services using gamma irradiation and ethylene oxide technologies, as well as offers microbial reduction services based on customer specifications. Further, the company provides maintenance programs and repair services, sterilization and surgical management consulting services, information management and decision support services, and other support services, such as construction and facility planning, engineering support, device testing, customer education, hand hygiene process excellence, asset management/planning, and the sale of replacement parts. STERIS Corporation sells its products to end users, dealers, and distributors through direct field sales and service representatives. The company was formerly known as Innovative Medical Technologies and changed its name to STERIS Corporation in 1987. STERIS Corporation was founded in 1985 and is headquartered in Ment or, Ohio.
Advisors' Opinion:- [By Sean Williams]
What: Shares of Steris (NYSE: STE ) �-- a manufacturer of infection prevention, contamination control, and surgical support products for the health-care industry -- jumped as much as 10% after reporting better-than-expected fourth-quarter results.
Hot Rising Stocks To Own For 2014: BioDelivery Sciences International Inc.(BDSI)
BioDelivery Sciences International, Inc., a specialty pharmaceutical company, focuses on developing and commercializing products in the areas of pain management and oncology supportive care. The company uses its patented BioErodible MucoAdhesive (BEMA) and Bioral cochleate drug delivery technologies in the development of its products. The BEMA technology is a small erodible polymer film for application to the buccal mucosa; and the Bioral cochleate drug delivery technology encapsulates a selected drug or therapeutic in a cochleate cylinder. Its pain franchise consists of products utilizing the patented BEMA technology, including ONSOLIS, a fentanyl buccal soluble film for the management of pain in opioid tolerant adult patients with cancer; and BEMA Buprenorphine, which is in the development stage for the treatment of moderate to severe chronic pain, as well as for the treatment of opioid dependence. The company also engages in developing product candidates utilizing the B EMA technology for conditions, such as nausea/vomiting. BioDelivery Sciences International, Inc. was founded in 1997 and is headquartered in Raleigh, North Carolina.
Advisors' Opinion:- [By John Kell]
Shares of BioDelivery Sciences International Inc.(BDSI) jumped after the company disclosed favorable results for a Phase 3 study of a treatment for severe chronic pain. BioDelivery shares surged 45% to $9.04 premarket.
- [By Garrett Cook]
BioDelivery Sciences International (NASDAQ: BDSI) shares shot up 9.17 percent to $13.09 on positive top-line Phase III results.
Shares of Kandi Technolgies Group (NASDAQ: KNDI) got a boost, shooting up 6.36 percent to $14.89 after the company announced a subsidy of $31.8 million for sales of more than 3,000 electric vehicles between June and December of 2013.
- [By Lisa Levin]
BioDelivery Sciences International (NASDAQ: BDSI) shares climbed 5.61% to $12.05. The volume of BioDelivery Sciences shares traded was 332% higher than normal. BioDelivery Sciences shares have jumped 165.97% over the past 52 weeks, while the S&P 500 index has gained 20.55% in the same period.
- [By Garrett Cook]
BioDelivery Sciences International (NASDAQ: BDSI) shares shot up 12.43 percent to $13.48 on positive top-line Phase III results.
Shares of Kandi Technolgies Group (NASDAQ: KNDI) got a boost, shooting up 5.43 percent to $14.76 after the company announced a subsidy of $31.8 million for sales of more than 3,000 electric vehicles between June and December of 2013.
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