With shares of AT&T (NYSE:T) trading around $34, is T an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementAT&T is a provider of telecommunications services in the United States and worldwide. Services offered include wireless communications, local exchange services, and long-distance services. AT&T operates in four segments: Wireless, Wireline, Advertising Solutions, and Other. The communications products offered through AT&T�� segments reach audiences using just about every widely adopted medium: Internet, voice, television, and mobile. As consumers continue to adopt this technology, providers like AT&T stand to see rising profits.
AT&T CEO Randall Stephenson complained about the high cost of smartphone subsidies at an investor conference in New York, saying that the days of wireless carriers subsidizing the price of expensive smartphones will soon be over as smartphone penetration inches closer to 100 percent.���hen you��e growing the business initially, you have to do aggressive device subsidies to get people on the network,��Stephen said, according to a report from CNET. ��ut as you approach 90 percent penetration, you move into maintenance mode. That means more device upgrades. And the model has to change. You can�� afford to subsidize devices like that.��/p>
Top Insurance Companies To Own In Right Now: Infinity Pharmaceuticals Inc.(INFI)
Infinity Pharmaceuticals, Inc. engages in the discovery and development of medicines for difficult-to-treat diseases. The company?s lead product candidates include saridegib (IPI-926), an oral molecule with the potential to treat a range of cancers by disrupting malignant activation of the Hedgehog pathway; and Retaspimycin HCl (IPI-504), a heat shock protein 90 (Hsp90) inhibitor. Its Saridegib is in a Phase II clinical trial for the treatment of metastatic or inoperable chondrosarcoma and a Phase II exploratory trial in patients with myelofibrosis. The company?s Retaspimycin HCl is in a Phase II trial in combination with docetaxel to treat patients with non-small cell lung cancer (NSCLC); and in a Phase Ib/II trial in combination with everolimus, known as Afinitor, in approximately 45 NSCLC patients with a KRAS mutation. Its pipeline also includes IPI-145, an inhibitor of the delta and gamma isoforms of phosphoinositide-3-kinase (PI3K) in Phase I development to treat in flammation and hematologic malignancies. Infinity Pharmaceuticals has a strategic alliance with Purdue Pharmaceutical Products L.P. and Mundipharma International Corporation Limited to develop and commercialize pharmaceutical products; and a development and license agreement with Millennium to discover, develop, and commercialize pharmaceutical products targeting the delta and/or gamma isoforms of PI3K, including IPI-145. Purdue Pharmaceutical Products is planning to conduct Phase II studies of IPI-940 in pain. The company is headquartered in Cambridge, Massachusetts.
Advisors' Opinion:- [By Bryan Murphy]
When investors think of non-Hodgkin's lymphoma stocks, big names like Gilead Sciences, Inc. (NASDAQ:GILD) and Celgene Corporation (NASDAQ:CELG) come to mind. Both GILD and CELG are making prolific progress in the war on NHL, and both are fine, well-positioned companies. It's little Infinity Pharmaceuticals Inc. (NASDAQ:INFI) that may end up making the proverbial quantum leap in the non-Hodgkin's lymphoma stocks arena, however, and better still, it's INFI shares that may well end up doling out a much bigger reward than Gilead or Celgene could to newcomers.
- [By Luke Jacobi]
Infinity Pharmaceuticals (NASDAQ: INFI) shares shot up 44.1 percent to $15.73 on deal with AbbVie (NYSE: ABBV).
Shares of Concur Technologies (NASDAQ: CNQR) got a boost, shooting up 8.6 percent to $109.60 following a Bloomberg TV report that the company may be exploring a possible sale.
- [By Ben Levisohn]
Knapp and Slover were also kind enough to provide a screen of stocks that could outperform. They started with the Russell 2000, removed the smallest 40% based on market cap (the aforementioned liquidity issues), then selected the 5% worst performers from among the 30% cheapest stocks based on book-to-price. The result is a bunch of names you never heard of, including Infinity Pharmaceuticals (INFI), Fusion-IO (FIO), Walter Energy (WLT), Hecla Mining (HL) and Molycorp�(MCP).
- [By Ben Levisohn]
Somaiya and team named Gilead and�Neurocrine Biosciences (NBIX) their top picks, hile putting Buy ratings on Celgene, Biogen Idec, Alexion (ALXN), Incyte (INCY), Pharmacyclics (PCYC) and Synageva (GEVA). BioMarin (BMRN), Infinity Pharmaceuticals (INFI) and Amgen (AMGN) earned Neutral ratings.
Best Rising Stocks To Own For 2015: Rutter Inc (RUT)
Rutter Inc. (Rutter) focuses on providing technologies and manufacturing solutions. The Company supplies technologies to improve efficiency and safety in the marine, defense, transportation, oil and gas sectors. The Company produces and globally markets enhanced radar systems, including oil spill detection, ice navigator, small target detection and wave-monitoring systems. The Company also offers a full range of outsource manufacturing services including: product engineering and design; materials management; manufacturing; sub-assembly; systems integration; project management; testing; logistics and documentation and provides full cycle customer support for all Company products and selected third party components/products that it manufactures under contract. Rutter�� sigma S6 radar signal processing products are designed to enable end users to detect and track objects which would not be visible with conventional radar equipment only. Advisors' Opinion:- [By Mark Hulbert]
Fosback nevertheless favors the microcap category for the seasonal portfolio he recommends to clients, though not by buying and selling individual stocks. Instead, he prefers the iShares Micro-Cap ETF (IWC) �, with an expense ratio of 0.72%. The fund replicates the performance of the smallest 1,000 stocks in the Russell 2000 Index (RUT) �; the average market cap of the stocks it owns is $420 million.
- [By Wallace Witkowski]
Debate is still lively whether a bear market is lurking around the corner . Some argue that the meandering market is the grumbling of a bear market that will start with a whimper. Then, there�� also a historical precedence for weak markets before the midterm elections during a presidential cycle . And over the past few weeks, there�� a been a spike in worry that the selloff in small-cap stocks, reflected in the 10% pullback in the Russell 2000 (RUT) �, was the harbinger of a broader retreat.
- [By Wallace Witkowski]
Once again, the Dow Jones Industrial Average (DJIA) �and the S&P 500 Index (SPX) �finished the week at record closing highs and the Russell 2000 Index (RUT) �finally broke back into a gain on the year.
Best Rising Stocks To Own For 2015: Groundstar Resources Ltd (GSA)
Groundstar Resources Limited (Groundstar) is a development-stage oil and gas company. The Company is engaged in exploration, development and production opportunities in international areas of interest. Through its subsidiaries, the Company�� primary operations are related to its interests in a production sharing contract in Kurdistan (Iraq), concession agreements in Egypt and a petroleum prospecting license in Guyana. Advisors' Opinion:- [By Damian Illia]
The company�� revenues come from the fees charged for operating different domain names. Most domain names��fees are charged as per agreement terms with ICANN; however, fees received for operating the .gov registry are based on the terms of agreement with the U.S. General Services Administration (GSA). As of September 2013, revenues of $125.9 million came from active domain names ending with .com and .net. Even though the company has presence all over the globe, the U.S. contributes 64.8% of revenues, while Europe, the Middle East and Africa (EMEA) contribute 15.5%, Australia, China, India and other Asia Pacific countries (APAC), 15.0%, and other countries such as Canada or Latin American countries, contribute 4.7%. Competition is increasing, especially with Latin script ccTLD registries and IDN ccTLD registries, as well as with other name service providers such as Neustar Inc. (NSR) or ARI Registry Services, and search engine providers such as Google Inc. (GOOG) Microsoft, Corp. (MSFT).
Best Rising Stocks To Own For 2015: Oceaneering International Inc.(OII)
Oceaneering International, Inc., together with its subsidiaries, provides engineered products and services primarily to the offshore oil and gas industry with a focus on deepwater applications. The company?s Remotely Operated Vehicles segment provides submersible vehicles operated from the surface to support offshore oil and gas exploration, production, and construction activities. Its Subsea Products segment supplies various built-to-order specialty subsea hardware products. The company?s Subsea Projects segment provides multiservice vessels, oilfield diving, and support vessel operations, which are used primarily in inspection, repair, and maintenance and installation activities; and mobile offshore production systems. Its Inspection segment offers customers with a range of third-party inspection services to satisfy contractual structural specifications, internal safety standards, and regulatory requirements. The company?s Advanced Technologies segment offers project management, and engineering services and equipment for applications in non-oilfield markets. Oceaneering International, Inc. also serves defense and aerospace industries. It operates primarily in west Africa, Norway, the United Kingdom, Asia, Australia, Brazil, and the United States. The company was founded in 1965 and is based in Houston, Texas.
Advisors' Opinion:- [By Aaron Levitt]
But given the company’s exposure, those hefty revenue and profit gains could be just for the beginning for SM Energy and SM stock investors. Meanwhile, its midcap size makes it perfect for a buyout.
Midcap Energy Stocks To Buy #4: �Oceaneering International (OII)It takes a lot of technology and know-how in order to drill in the ultra-deep water of the world. For the energy stocks providing those services, it can mean some huge profits. For Remotely Operated Vehicles (ROVs) specialist Oceaneering International (OII), it can mean record profits.
Best Rising Stocks To Own For 2015: Post Holdings Inc (POST)
Post Holdings, Inc., incorporated on September 22, 2011, is a holding company. The Company is a manufacturer, marketer and distributor of branded ready-to-eat cereals in the United States and Canada. The Company�� portfolio of brands includes Honey Bunches of Oats, Pebbles, Great Grains, Grape-Nuts, Shredded Wheat, Raisin Bran, Golden Crisp, Alpha-Bits and Honeycomb. It markets and sells ready-to-eat cereal products in three different categories: sweetened, balanced and unsweetened. Its sweetened products include Pebbles, Honeycomb, Golden Crisp, Alpha-Bits and Waffle Crisp. Its balanced products include Honey Bunches of Oats, Post Selects, Great Grains and Shreddies. The Company�� unsweetened products include Post Shredded Wheat, Post Raisin Bran and Grape-Nuts. Effective January 1, 2014, the Company announced it has completed the acquisition of private label pasta manufacturer Dakota Growers Pasta Company, Inc. Effective January 2, 2014, Post Holdings Inc acquired Agricore United Holdings Inc from Viterra Inc, a unit of Glencore Xstrata PLC, and the transaction also included Dakota Growers Pasta Company, Inc. Effective January 1, 2014, Post Holdings Inc acquired Dymatize Enterprises LLC, a Farmers Branch-based manufacturer and wholesaler of nutrition supplement. Effective January 1, 2014, it acquired Dymatize Enterprises LLC and Golden Boy Foods Ltd.
Honey Bunches of Oats is in the ready-to-eat cereal market. The Company�� Pebbles brands include Cocoa and Fruity Pebbles. The products are manufactured through a flexible production platform consisting of four owned primary facilities and sold through a variety of channels, such as grocery stores, mass merchandisers, club stores, and drug stores.
Advisors' Opinion:- [By Monica Gerson]
Post Holdings (NYSE: POST) named Jeff A. Zadoks as its Senior Vice President and Chief Financial Officer, effective November 1, 2014. Post Holdings shares declined 3.55% to close at $32.59 on Friday.
- [By Roberto Pedone]
Another potential earnings short-squeeze trade idea is diversified foods player Post Holdings (POST), which is set to release its numbers on next Monday after the market close. Wall Street analysts, on average, expect Post Holdings to report revenue $980.04 million on earnings of 7 cents per share.
The current short interest as a percentage of the float for Post Holdings is extremely high at 24.9%. That means that out of the 44.14 million shares in the tradable float, 10.87 million shares are sold short by the bears. This is a large short interest on a stock with a relatively low tradable float. Any bullish earnings news could easily trigger a large short-covering rally for shares of POST after earnings are announced.
From a technical perspective, POST is currently trending above its 50-day moving average and well below its 200-day moving average, which is neutral trendwise. This stock has just started to bounce right off some near-term support at $35 and off its 50-day moving average of $35.18 a share. That bounce is starting to push shares of POST within range of triggering a major breakout trade post-earnings.
If you're in the bull camp on POST, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $38 to $38.80 a share with high volume. Look for volume on that move that hits near or above its three-month average volume of 771,663 shares. If that breakout kicks off post-earnings, then POST will set up to re-fill some of its previous gap-down-day zone from August that started at $45 a share.
I would simply avoid POST or look for short-biased trades if after earnings it fails to trigger that breakout and then drops back below some near-term support at around $35 a share with high volume. If we get that move, then POST will set up to re-test or possibly take out its next major support level at its 52-week low of $30.94 a share.
- [By Maureen Farrell]
The first bit came from Herbalife bull William Stiritz, the CEO of Post Holdings(POST).
The market has viewed Post as a potential buyer of Herbalife, after Post’s CEO William Stiritz personally purchased a 6.7% stake in Herbalife. Last week one of�Wall Street’s most bullish analysts�on Herbalife joined Post Holdings as an adviser, raising even more questions about whether the cereal company might bid for Herbalife.
- [By Luke Jacobi]
Shares of Post Holdings (NYSE: POST) were down 15.9 percent to $37.43 after the company reported a Q3 loss of $0.30 per share on revenue of $633.0 million. The company also announced its plans to acquire American Blanching Company. SunTrust Robinson Humphrey downgraded Post from Buy to Hold and lowered the price target from $70.00 to $45.00.
Best Rising Stocks To Own For 2015: Basf SE (BASFY)
BASF SE is a chemical company. The Company operates in six segments: Chemicals, Plastics, Performance Products, Functional Solutions, Agricultural Solutions and Oil & Gas. Chemicals segment offers products in the chemical, electronic, construction, textile, automotive, pharmaceutical and agricultural industries. Plastics segment offers a range of products, system solutions and services. Performance Products help its customers to improve their products and processes. Functional Solutions segment bundles system solutions and products for customers and industries. The Company�� Agricultural Solutions segment includes crop protection products, which guard against fungal diseases, insects and weeds. Its Oil & gas segment is a producer of oil and gas. On April 9, 2009, the Company acquired Ciba Holding AG. In April 2010, Intertek Group plc acquired the Regulatory and Safety Testing businesses of Ciba Expert Services (Ciba ES) from the Company. In December 2010, the Company completed its acquisition of Cognis Holding GmbH from Cognis Holding Luxembourg S.a r.l.
Chemicals
The Company�� Chemicals segment portfolio ranges from basic chemicals, glues and electronic chemicals for the semiconductor and flat panel display industry, to solvents and plasticizers, as well as starting materials for detergents, plastics, textile fibers, paints, coatings and pharmaceuticals. This segment is organized into three divisions: Inorganics, Petrochemicals and Intermediates. The important basic products of the Inorganics division are ammonia, methanol, sodium hydroxide, chlorine, as well as sulfuric and nitric acid. The Petrochemicals division produces products, such as ethylene, propylene, butadiene and benzene, which are produced in steam crackers from naphtha or natural gas. In further processing stages, it produces alcohols, solvents and plasticizers for the chemicals and plastics industries. BASF SE�� Intermediates division develops, produces and markets a range of intermediates of all produc! ers worldwide. The product lines include amines, diols, polyalcohols, acids and specialties. They serve as starting materials for products, such as coatings, plastics, pharmaceuticals, textile fibers, crop protection products, as well as detergents and cleaners.
Plastics
BASF�� Plastics segment is organized into two divisions: Performance Polymers and Polyurethanes. The Performance Polymers division is a supplier of engineering plastics, polyamides and polyamide intermediates, foams and specialty plastics. The Company offers its customers a portfolio of engineering plastics based on polyamide 6 and polyamide 6,6. This is complemented by products Ultradur, Ultraform and Ultrason. For the packaging, textile and food industries, it offers Ultramid, a base product for the manufacturing of fibers and foils. BASF SE�� product range also includes Ecoflex and Ecovio, biodegradable specialty plastics for the packaging industry. Styropor and its refinement Neopor are styrene-based precursors for foams used in insulating material for construction and packaging. The Polyurethanes division is a supplier of basic products, systems and specialties. The Company offers polyurethane products for numerous customer applications. Under brand names, such as Elastoflex and Elastopor, polyurethanes are used, as rigid or flexible foams in construction for furniture and household appliances.
Performance Products
The Performance Products segment consists of the Acrylics & Dispersions, Care Chemicals and Performance Chemicals divisions. Acrylics & Dispersions produces acrylic acid, as well as its derivatives superabsorbents and polymer dispersions. Superabsorbents are used particularly in diapers. Polymer dispersions are used in the production of glues, coatings, nonwoven materials and construction chemicals. The Company�� product portfolio for the paper industry consists of binders, process chemicals and kaolin pigments. Its Care Chemicals portfolio consists of products f! or cleani! ng, care, cosmetics and hygiene. Performance Chemicals pools specialties for various customer industries. The product portfolio consists of antioxidants, pigments, light stabilizers and specialty additives. The division also makes chemicals for the production and finishing of leather and textiles.
Functional Solutions
The Functional Solutions segment consists of the Catalysts, Construction Chemicals and Coatings divisions. The Catalysts division develops catalysts and adsorbents. It produces catalysts that transform pollutants in the exhaust flows of vehicles into harmless chemical and plastics. The Construction Chemicals division is engaged in development of concrete admixtures, such as concrete plasticizers, deferrers and curing agents. It also produces and markets construction systems. The Coatings division is a provider of coatings solutions for automotive and industrial applications. Its brands Glasurit and R-M are for the car refinish business.
Agricultural Solutions
The Agricultural Solutions segment consists of the Crop Protection division. The Company develops and produces active ingredients and formulations for the improvement of crop health and yields, and markets them worldwide. Its portfolio includes fungicides, insecticides, herbicides and seed treatments. Its product Headline contains the active ingredient F500, which is not only used for corn and soybean, but also for numerous other crops.
Oil & Gas
BASF�� oil and gas activities are bundled in the Wintershall Group. Wintershall and its subsidiaries operate in the business sectors exploration and production, and natural gas trading. In the exploration and production of oil and natural gas, the Company focuses on oil and gas regions in Europe, North Africa and South America, as well as Russia and the Caspian Sea region. The Mittelplate oil field in the North Sea tidal flats is the cornerstone of the Company�� oil production in Germany. Wintershall and RWE-D! EA each h! old a 50% interest in this field. During the year ended December 31, 2009, it acquired 25% interest in Cuxhaven concession. It operates 26 offshore platforms in Mittelplate region, of which 19 are actually controlled. In Libya, Wintershall operates eight onshore oil fields in the concessions 96 and 97 and exploits the associated gas released during crude oil production in a gas utilization plant for the local demand. In Mauritania, it operates two onshore exploration blocks. In 2008, Wintershall acquired stakes of 50% each in two exploration areas in the Canadon Asfalto Basin. It supplies Germany and several other European countries. The gas pipeline network operated by WINGAS TRANSPORT connects the markets in Western Europe with a natural gas infrastructure that runs through Eastern Europe and the Russian Federation all the way to the gas fields in Siberia. Other components portfolio include natural gas storage facility in Western Europe, in Rehdn, Germany, and the natural gas storage facility in Haidach, Austria.
Advisors' Opinion:- [By Maxx Chatsko]
It was only a matter of time. Last month BASF (NASDAQOTH: BASFY ) , the world's largest chemical company, announced three separate developments that will thrust it from being a mediocre player in industrial enzymes to a dominant force. BASF acquired Henkel's detergent enzyme technology, licensed the C1 biotechnology platform from Dyadic, and befriended Direvo Industrial Biotechnology from Germany for a next-generation animal feed enzyme.
- [By Dan Carroll]
Firms across Germany's DAX have caught on. BASF (NASDAQOTH: BASFY ) shares haven't had a great year so far, but the world's largest chemicals firm is looking around the world for growth. The company seeks to double its customer base in the Asia-Pacific region by 2020 in its chemicals and materials business, projecting sales in Asia to double from last year's 12.5 million euros to 25 million euros by that year. That kind of global growth will benefit investors, and the less BASF and other German stocks rely on Europe for sales, the better shareholders will do.
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