Monday, June 30, 2014

Top 10 Asian Stocks To Watch For 2014

On March 27th, Freeport McMoRan Copper and Gold Inc. (FCX) declared a cash dividend of $0.3125 continuing its run of consistent and strong dividends. FCX operates in the international mining industry generating a substantial proportion of its revenues, approximately 80%, from copper. The company is one of the largest publicly traded copper mining companies. The major competitors of the company include Southern Copper Corp. (SCCO) and Newmont Mining Corp. (NEM).

Expectations about the Global Copper Demand

The industry is expected to absorb its output as China, the highest copper consumer with 40% of world demand, is likely to increase its consumption. This makes the copper industry highly sensitive to fluctuations in the Asian copper market. According to Credit Suisse Group AG estimates reported by Bloomberg, mined copper output is likely to increase by 11% in 2013 but the growth in China's copper usage is finally starting to pick up after several months of slow performance. Also, the increased output has restricted the increase in copper prices but forecasts for 2013 suggest otherwise. This is assisted essentially by the increased global copper demand. According to Morgan Stanley estimates, global demand for 2013 is expected to exceed supply by 17000 tons.

Best Gas Stocks To Own Right Now: StoneMor Partners L.P.(STON)

StoneMor Partners L.P., together with its subsidiaries, engages in the ownership and operation of cemeteries in the southeast, northeast, and west regions of the United States. It offers funeral and cemetery products and services in the death care industry. The company sells interment rights, caskets, burial vaults, cremation niches, markers, and other cemetery related merchandise; provides opening and closing that is the digging and refilling of burial spaces to install the vault and place the casket into the vault; and various other services, including the installation of other cemetery merchandise and the perpetual care related to interment rights. It also offers various funeral-related services, such as family consultation, the removal of and preparation of remains, and the use of funeral home facilities for visitation. As of December 31, 2011, it operated 274 cemeteries, including 253 own cemeteries in 26 states and Puerto Rico; and owned and operated 69 funeral homes in 18 states and Puerto Rico. StoneMor GP LLC serves as the general partner of the company. StoneMor Partners L.P. was founded in 1999 and is headquartered in Levittown, Pennsylvania.

Advisors' Opinion:
  • [By Dr. Kent Moors]

    Of course, there are some exceptions. My favorite outlier, about as non-oil and gas as you can get, is StoneMor Partners LP (NYSE: STON). StonMor is an MLP that manages cemeteries... and it pays a 9.5% yield!

  • [By Dan Caplinger]

    On Tuesday, StoneMor Partners (NYSE: STON  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.

  • [By Shauna O'Brien]

    On Friday, cemetery operator StoneMor Partners L.P. (STON) reported that its net loss for the fourth quarter narrowed from last year, aided by a 6.4% rise in revenue.STON’s Earnings in Brief

    STON reported a Q4 net loss of�$3.5 million, compared to a loss of $3.9 million a year ago. Revenue was�$63.1 million, up from $59.3 million last year. For FY2013, the company reported a net loss of�$19.0 million, compared to a loss of $3.0 million in 2012. �The large loss in 2013 was primarily due to�costs related to the early retirement of senior notes. Revenue for the year rose to $246.6 million in 2013, from�$242.6 million in 2012.

    CEO Commentary

    Lawrence Miller, President and CEO of STON commented: “StoneMor closed the year with a solid fourth quarter, showing improvement over the fourth quarter of 2012 in nearly every category,” s

    “GAAP revenues and operating income in the fourth quarter of 2013 both improved over the fourth quarter of last year, while such non-GAAP financial measures as production based revenue and adjusted operating profits showed very strong growth, up 17.4% and 73.1% respectively. Driving much of this performance has been the ongoing contributions from acquisitions made in 2012 and 2013. The contributions from acquisitions also helped power a 75.9% increase in our distributable cash flow (non-GAAP) compared to the fourth quarter of 2012.

    STON’s Dividend

    STON paid its last 60 cent quarterly dividend on February 14. We expect the company to announce its next dividend in April.

    �Stock Performance�

    StoneMor Partners shares were mostly flat during premarket trading Friday. The stock is down 3.8% YTD.

Top 10 Asian Stocks To Watch 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 Asian Stocks To Watch For 2014: Mears Group PLC (MER)

Mears Group PLC (Mears Group) is a holding company. The principal activities of the Company are the provision of a range of outsourced services to the public and private sectors. The Company operated in three business segments: social housing, which provides a full repair and maintenance service to local authorities and other registered social housing landlords in the United Kingdom; domiciliary care, which provides personal care services to people in their own homes and mechanical and electrical (M&E), which consists of provision of design and build M&E services. The Company�� subsidiaries include Mears Limited, Haydon Mechanical & Electrical Limited, Scion Technical Services Limited, Scion Estates Limited, Jackson Lloyd Limited, Morrison Facilities Services Limited, Morrison Facilities Services Limited, Manchester Working Limited and Mears Home Improvements Limited. Effective August 13, 2013, Mears Group PLC acquired a 50% interest in Just Call 24/7 (UK) Ltd. Advisors' Opinion:
  • [By John Heinzl]

    If you're uncomfortable picking individual preferred shares, a diversified exchange-traded fund, such as CPD can be a good option. The fund, which has about $1.4-billion under management, holds more than 200 preferred shares, with banks and insurance companies accounting for more than half of the assets. The fund has a management expense ratio (MER) of 0.5%.

Top 10 Asian Stocks To Watch For 2014: Cobalt International Energy Inc (CIE)

Cobalt International Energy, Inc., incorporated on August 27, 2009, independent, oil-focused exploration and production company with a salt prospect inventory in the deepwater of the United States Gulf of Mexico and offshore Angola and Gabon in West Africa. The Company operates its business in two geographic segments: the U.S. Gulf of Mexico and West Africa. The Company�� oil-focused exploration efforts target subsalt Miocene and Inboard Lower Tertiary horizons in the deepwater U.S. Gulf of Mexico. As of December 31, 2012, it drilled as operator four exploratory wells in the deepwater U.S. Gulf of Mexico (North Platte #1, Ligurian #1 and #2, and Criollo #1) and participated as a non-operator in three exploratory wells (Heidelberg #1, Shenandoah #1 and Firefox #1) and three appraisal wells (Heidelberg #2, Heidelberg #3, and Shenandoah #2R). The Company�� oil-focused exploration efforts target pre-salt horizons on Blocks 9, 20 and 21 offshore Angola and the Diaba Block offshore Gabon.

U.S. Gulf of Mexico Segment

The Company�� oil-focused exploration efforts target subsalt Miocene and Inboard Lower Tertiary horizons in the deepwater U.S. Gulf of Mexico. It also has licensed approximately 78,000 line miles (125,530 kilometers) of 2-D pre-stack depth-migrated seismic data in the deepwater U.S. Gulf of Mexico. As of December 31, 2012, it owned working interests in 246 blocks within the deepwater U.S. Gulf of Mexico, representing approximately 1.4 million gross (0.7 million net) undeveloped acres. Most of its U.S. Gulf of Mexico blocks have a 10-year primary term.

The Ardennes #1 exploratory well will target a 3-way structure located in both Miocene and Inboard Lower Tertiary horizons located in Green Canyon blocks 895, 896 and 939, where it named operator and owns a 42% working interest. The Aegean #1 exploratory well will target a 3-way structure in Inboard Lower Tertiary horizons located in Keathley Canyon blocks 162, 163 and 207, where it named operator and ow! n a 37.5% working interest. It has 24% working interest in the Racer prospect and its partners include BHP Billiton Petroleum (Americas) Inc. (60%) and Total (16%). South Platte is a 3-way prospect targeting Inboard Lower Tertiary horizons located in Garden Banks blocks 1003 and 1004 and Keathley Canyon blocks 35 and 36, and owns 60% working interest. Its Baffin Bay is a 4-way prospect targeting Inboard Lower Tertiary horizons located in Garden Banks blocks 956 and 957, and owns 60% working interest.

The Company has one drilling rig, the Ensco 8503, that is performing drilling operations on its operated prospect portfolio in the deepwater U.S. Gulf of Mexico. It has one drilling rig, the Ensco 8503, that is performing drilling operations on its operated prospect portfolio in the deepwater U.S. Gulf of Mexico. On December 5, 2012, it announced an oil discovery at its North Platte prospect on Garden Banks block 959 in the deepwater U.S. Gulf of Mexico. The North Platte #1 exploratory well is located in approximately 4,400 feet of water and was drilled to a total depth of approximately 34,500 feet. It is a operator of North Platte and own a 60% working interest. Its Heidelberg #1 exploratory well is located in approximately 5,200 feet of water in Green Canyon block 859 within the Tahiti Basin Miocene trend. The Company�� Shenandoah #1 is located in approximately 5,750 feet of water in Walker Ridge block 52, was drilled to approximately 30,000 feet. On February 26, 2013, it announced that the Shenandoah #2R appraisal well had been drilled to a total depth of 31,400 feet in approximately 5,800 feet of water and 1.3 miles southwest of the Shenandoah #1 exploratory well.

West Africa Segment

As of December 31, 2012, the Company had drilled as operator one exploratory well on Block 21 offshore Angola (Cameia #1) and one appraisal well on Block 21 offshore Angola (Cameia #2). As of December 31, 2012, its working interests in Blocks 9, 20 and 21 offshore Angola and the Diab! a Block o! ffshore Gabon consisted of an aggregate 5,652,687 gross (1,840,581 net) undeveloped acres. It has a pre-salt prospect inventory offshore West Africa. This inventory includes dozens of prospects in various states of maturation on Blocks 9, 20 and 21 offshore Angola and the Diaba Block offshore Gabon. The Mavinga #1 exploratory well will target pre-salt horizons in Block 21 offshore Angola, where it named operator with a 40% working interest. The Lontra #1 exploratory well will target pre-salt horizons in Block 20, and owns 40% working interest. The Bicuar #1 exploratory well will target pre-salt horizons in Block 21 offshore Angola, and owns 40% working interest. The Idared #1 exploratory well will target pre-salt horizons in Block 20 offshore Angola. The Baleia #1 exploratory well will target pre-salt horizons in Block 20 offshore Angola, and owns 40% working interest. The Loengo #1 exploratory well will target pre-salt horizons in Block 9 offshore Angola. Its Diaman #1 exploratory well owns 21.25% working interest. Its Diamon South #1 exploratory well will test pre-salt horizons on the Diaba block offshore Gabon, where Total Gabon is the named operator and we own a 21.25% working interest. The Company has two drilling rigs under contract to support its pre-salt exploratory drilling campaign offshore Angola: the Diamond Ocean Confidence and the Petroserv SSV Catarina. It has the right to use the Ocean Confidence to complete the DST on the lower reservoir penetrated by the Cameia #2 appraisal well and drill two additional wells, which will include its Mavinga #1 exploratory well and one additional well.

Advisors' Opinion:
  • [By Jayson Derrick]

    Cobalt Energy (NYSE: CIE) provided an update on its Gulf of Mexico drilling operations. The company announced that its Aegean #1 exploratory well in Keathley Canyon Block 163 did not encounter commercial hydrocarbons and operations are underway to plug and abandon the wellbore. Shares hit new 52 week lows of $13.75 before closing at $14.84, down 5.24 percent.

  • [By Paul Ausick]

    Cobalt International Energy Inc. (NYSE: CIE) is down 14.3% at $25.18. The independent oil & gas company reported a dry hole in one of its Gulf of Mexico wells.

  • [By Aaron Levitt]

    Offering both promise and fortune, Africa is certainly one of the last frontiers in investing. But it can be a pretty cruel mistress as well. Investors in independent oil and gas producer Cobalt International Energy, (CIE) are finding that out the hard way.

Top 10 Asian Stocks To Watch For 2014: AptarGroup Inc. (ATR)

AptarGroup, Inc. engages in the design, development, manufacture, and sale of consumer product dispensing systems in North America, Europe, Asia, and South America. The company operates in three segments: Beauty + Home, Pharma, and Food + Beverage. The Beauty + Home segment primarily sells pumps, closures, aerosol valves, and accessories to the personal care and household markets, as well as pumps and decorative components to the fragrance/cosmetic market; and fragrance/cosmetic and personal care fine mist spray pumps, personal care lotion pumps, and continuous spray aerosol valves. The Pharma segment provides pumps for nasal allergy treatments; and metered dose inhaler valves for respiratory ailments in pharmaceutical market. The Food + Beverage segment offers dispensing and non-dispensing closures, spray pumps, and aerosol valves to the food and beverage markets. AptarGroup, Inc. sells its products through sales force, independent representatives, and distributors. The c ompany was founded in 1992 and is headquartered in Crystal Lake, Illinois.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on AptarGroup (NYSE: ATR  ) , whose recent revenue and earnings are plotted below.

  • [By Seth Jayson]

    When judging a company's prospects, how quickly it turns cash outflows into cash inflows can be just as important as how much profit it's booking in the accounting fantasy world we call "earnings." This is one of the first metrics I check when I'm hunting for the market's best stocks. Today, we'll see how it applies to AptarGroup (NYSE: ATR  ) .

Top 10 Asian Stocks To Watch For 2014: Aeon Metals Ltd (AQR)

Aeon Metals Limited is an Australia-based company. Its principal activity is exploration of the Rawbelle tenement for porphyry copper/molybdenum mineralization near Monto, Queensland. The principal project is the Greater Whitewash Polymetallic Project, which consists of four deposits over a strike length of five kilometers and width of one kilometer. Its other projects include Kiwi Carpet, Kildare Project, Juicy Fruit, and Anomaly 7B. As of June 30, 2012, it controlled seven contiguous exploration permits for minerals (EPMs): 14628, 15920, 15921, 15922, 17001, 17702, 17060, which are 100% held by the Company and three contiguous EPMs at Kidare: 14627, 15919, and 18202. During the fiscal year ended June 30, 2012 (fiscal 2012), it drilled 37 holes for 9,112 meters, being7, 440 meters reverse circulation (RC) and 1672 meters of diamond drilling (DD) on Rawbelle tenement. As of June 30, 2012, Kiwi Carpet porphyry copper area has had 20 drill holes which returned grades of copper. Advisors' Opinion:
  • [By Marc Chandler]

    3. The flash euro area PMIs, due Thursday, stand out as the most market sensitive economic data from the euro area. Although the sentiment has been running ahead of real sector data, slight positive growth has replaced the recent contraction. Next Wednesday, the ECB is expected to unveil the broad details of the Asset Quality Review (AQR). This is not a stress test. It is a preliminary review of the books of the banks for which it will soon have supervisory responsibilities. Definitions of risk-weighted assets various in the euro area and some uniformity is a necessary condition of a banking union. New stress tests will be conducted next year.

Top 10 Asian Stocks To Watch For 2014: Controladora Vuela Compania de Aviacion SAB de CV (VLRS)

Controladora Vuela Compania de Aviacion SAB de CV (Volaris Aviation Holding Company) is a Mexico-based company principally engaged in the airline passenger transportation industry. The Company is a law-cost carrier airline. Controladora Vuela Compania de Aviacion SAB de CV offers direct, point-to-point flights. The Company serves through secondary, lower cost airports and provides a single class of service. The Company utilizes such aircraft as the Airbus A319 and A320 families, among others. The Company has such subsidiaries as Comercializadora Volaris SA de CV, Servicios Corporativos Volaris SA de CV, Concesionaria Vuela Compania de Aviacion SAPI de CV, Deutsche Bank Mexico SA Trust 1484, among others. Advisors' Opinion:
  • [By John Udovich]

    When most American investors think of discount airline stocks, they probably think of relatively large capped Southwest Airlines Co (NYSE: LUV)�or sort of small cap�JetBlue Airways Corporation (NASDAQ: JBLU) rather than�small cap Controladora Vuela Co Avcn SA CV (NYSE: VLRS) which owns Volaris���a discount airline serving the�Mexican market. However, any investor who has read Benjamin Graham�� Intelligent Investor might want to remember his sage advice about avoiding airline stocks���mainly because airlines were such a new and unproven sector that had yet to make money. But could Controladora Vuela Co Avcn SA CV actually be an airline stock worth owning?

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