According to the�National Association of Publicly Traded Partnerships�(NAPTP), of the approximately 120 publicly traded partnerships, two are classified as Oilfield Services.�Cypress Energy Partners�(NYSE: CELP) is a growth-oriented master limited partnership (MLP) providing saltwater disposal and other water and environmental services to US onshore oil and natural gas producers and trucking companies in North Dakota and west Texas. This partnership debuted as the first MLP initial public offering (IPO) of 2014, and was first mentioned here in the March article�Play Ball: More IPOs on Deck.
The other oilfield services partnership is one we are asked about frequently,�Seadrill Partners�(NYSE: SDLP). SDLP is a growth-oriented limited liability company (LLC) formed in 2012 by�Seadrill�(NYSE: SDRL), one of the world’s largest international offshore drilling contractors. Like its parent, Seadrill Partners is based outside the US, and like several other marine transportation partnerships it has chosen to pay taxes as a corporation. (Why a partnership might opt to pay taxes as a corporation was explained in the March article�Marshalling the Marines.)
Top Growth Companies To Own In Right Now: Iberdrola SA (IBE)
Iberdrola SA is a Spain-based company principally engaged in the energy sector. The Company's business is structured in four segments: Network Business, including all the energy transmission and distribution activities, and any other regulated activity originated in Spain, the United Kingdom, the United States and Brazil; Deregulated Business, including electricity generation and sales businesses as well as gas trading and storage businesses carried on by the Group in Spain, Portugal, the United Kingdom and North America; Renewable: activities relating to renewable energies in Spain, the United Kingdom, the United States and the rest of the world; Other Businesses, comprising the engineering and construction businesses and the non-power businesses; and Corporation which includes the costs of the Group's structure (Single Corporation), of the administration services of the corporate areas that are subsequently invoiced to the other companies through either specific service. Advisors' Opinion:- [By Sarah Jones]
Iberdrola SA (IBE), Spain�� biggest power company, fell 3.4 percent to 3.87 euros. Endesa SA (ELE) slumped 4.6 percent to 16 euros, while Acciona SA (ANA), which owns more than 4 gigawatts of wind farms in the country, tumbled 8.5 percent to 37.95 euros. Red Electrica Corp. slid 7.5 percent to 38.34 euros.
Top 10 Trucking Stocks To Invest In Right Now: ANSYS Inc (ANSS)
ANSYS, Inc. (ANSYS) develops and globally markets engineering simulation software and services used by engineers, designers, researchers and students across a range of industries and academia, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. The Company distributes its ANSYS suite of simulation technologies through a global network of independent resellers and distributors (collectively, channel partners) and direct sales offices in global locations. The Company�� product portfolio consists of ANSYS Workbench, multiphysics product, structural mechanics, fluid dynamics, explicit dynamics, electromagnetic, system simulation, simulation process and data management, academic, high-performance computing (HPC), geometry interfaces, meshing and Apache design low-power electronic solutions. On August 1, 2011, the Company acquired Apache Design, Inc.
ANSYS Workbench
ANSYS Workbench is the framework upon which the Company�� suite of advanced engineering simulation technologies is built. The ANSYS Workbench platform delivers productivity, enabling Simulation Driven Product Development.
Multiphysics
The Company�� multiphysics product suite allows engineers and designers to create virtual prototypes of their designs operating under multiphysics conditions. ANSYS multiphysics software enables engineers and scientists to simulate the interactions between structural mechanics, heat transfer, fluid flow and electromagnetics all within a single, engineering simulation environment.
Structural Mechanics
The Company�� structural mechanics product suite offers simulation tools for product design. These tools have capabilities that cover a range of analysis types, elements, contacts, materials, equation solvers and coupled physics capabilities all focused towards understanding and solving complex design problems.
Fluid Dynamics
The Company�� fluid dynamics product suit! e offers modeling of fluid flow and other related physical phenomena. Fluid flow analysis capabilities provide all the tools needed to design new fluids equipment and to troubleshoot already existing installations. The fluid dynamics product suite contains general-purpose computational fluid dynamics software and specialized products to address specific industry applications.
Explicit Dynamics
The Company�� explicit dynamics product suite simulates events involving short-duration, large-strain, large-deformation, fracture, complete material failure or structural problems with complex interactions. This product suite is used for simulating physical events that occur in a short period of time and may result in material damage or failure.
Electromagnetics
The Company�� electromagnetics product suite provides field simulation software for designing high-performance electronic and electromechanical products. The software streamlines the design process and predicts performance - all prior to building a prototype - of mobile communication and Internet-access devices, broadband networking components and systems, integrated circuits (IC) and printed circuit boards (PCB), as well as electromechanical systems such as automotive components and power electronics equipment.
System Simulation
The Company delivers the ability to perform complete simulation studies as a system for some of the product designs. This is accomplished through a complete set of physics solutions that are integrated into a multiphysics capabilities set. A collaborative simulation environment provides modeling scalability for evaluating entire systems, including three dimensional (3-D) high-fidelity models, multibody dynamics, circuit reduced-order models, and any combination of these.
Simulation Process and Data Management
ANSYS Engineering Knowledge Manager (ANSYS EKM) is a solution for simulation-based process and data management. ANSY! S EKM pro! vides solutions to all levels of a company, enabling an organization to address the issues associated with simulation data, including backup and archival, traceability and audit trail, process automation and intellectual property protection.
Academic
The Company�� academic product suite provides a portfolio of academic products based on several usage tiers: associate, research and teaching. Each tier includes various noncommercial products that bundle a range of physics and advanced coupled field solver capabilities. The academic product suite provides entry-level tools intended for class demonstrations and hands-on instruction. It provides flexible terms of use and more complex analysis suitable for doctoral and post-doctoral research projects. The Company also provides a product suitable for student use at home.
High-Performance Computing
The Company�� HPC product suite enables insight into product performance. The HPC product suite delivers cross-physics parallel processing capabilities for the full spectrum of the Company�� simulation software by supporting structural, fluids, thermal and electromagnetic simulations in a single HPC solution.
Geometry Interfaces
The Company offers geometry handling solutions for engineering simulation in an integrated environment with direct interfaces to all CAD systems, support of additional readers and translators. It also offers an integrated geometry modeler focused on analysis.
Meshing
Creating a mesh that transforms a physical model into a mathematical model is a critical and foundational step in almost every engineering simulation study. The Company�� meshing technology provides a means to balance these requirements, obtaining the right mesh for each simulation in the most automated way possible.
Apache Design Low-Power Electronic Solutions
The Company�� suite of Apache software delivers power analysis and optimization pl! atforms a! long with integrated methodologies that provide capabilities for managing the power budget, power delivery integrity, and power-induced noise in an electronic design, from initial prototyping to system sign-off. These solutions deliver correlation to silicon measurement, and the capacity to handle an entire electronic system, including IC, package, and PCB.
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 Ansys (Nasdaq: ANSS ) , whose recent revenue and earnings are plotted below. - [By Northrop Puckett]
The company is facing headwinds in the broader economy. This can be seen in declining sales in many areas of their business. Regionally, the U.S was flat; Northern Europe was up; Southern Europe was down; and emerging markets were down. Autodesk also lowered quarterly and yearly revenue expectations. This lowering of guidance by Autodesk also matches the same guidance changes made by competitors Parametric Technology (PMTC) and ANSYS (ANSS), so it is not necessarily losing out to its rivals in this case.
Top 10 Trucking Stocks To Invest In Right Now: Costamare Inc (CMRE)
Costamare Inc. (Costamare), incorporated on April 21, 2008, is an international owner of containerships, chartering the Company�� vessels to liner companies. As of February 22, 2013, it had a fleet of 57 containerships aggregating approximately 332,000 twenty feet equivalent unit (TEU). During the year ended December 31, 2012, its fleet consisted of 47 vessels in the water, aggregating approximately 242,000 TEU. The Company�� containerships operate primarily under multi-year time charters.
As of February 22, 2013, the average (weighted by TEU capacity) remaining time-charter duration for its fleet of 57 containerships was 5.1 years. During the year ended December 31, 2012, the Company�� vessels were managed by at least one of Costamare Shipping, CIEL and Shanghai Costamare. The Company�� customers include international liner companies, including A.P. Moller-Maersk, COSCO, Evergreen Marine, Hapag Lloyd, HMM, MSC and ZIM.
Advisors' Opinion:- [By Jonas Elmerraji]
Thinks aren't looking quite so auspicious for shares of small-cap Greek shipping stock Costamare (CMRE). Greek equities enjoyed some buoyancy this year, the result of getting oversold due to headline risk during the economic crisis in the Eurozone. But this stock's down days don't look behind it yet.
That's because Costamare is currently forming the bearish opposite of the bullish pattern in NTT: a descending triangle. CMRE's setup is formed by downtrending resistance above shares and horizontal support down at $16.75 that shares are getting pushed down into. A move through $16.75 is the signal to sell this stock.
Whenever you're looking at any technical price pattern, it's critical to think in terms of buyers and sellers. Triangles, rectangles, and other price pattern names are a good quick way to explain what's going on in this stock, but they're not the reason it's tradable. Instead, it all comes down to supply and demand for shares.
That support line at $16.75 is a price where there's an excess of demand of shares; in other words, it's a place where buyers have been more eager to jump in and buy at lower levels than sellers have been to unload them. That's what makes the move below it so significant -- a breakdown indicates that sellers are finally strong enough to absorb all of the excess demand below that price level. Wait for that signal to happen before you bet against CMRE.
- [By Rich Duprey]
Containership owner and provider�Costamare (NYSE: CMRE ) announced yesterday its second-quarter dividend of $0.27 per share, the same rate it's paid since late 2011.
Top 10 Trucking Stocks To Invest In Right Now: RingCentral Inc (RNG)
RingCentral, Inc., incorporated on February 9, 1999, is a provider of software-as-a-service (SaaS) solutions for business communications. RingCentral Office, the Company�� flagship service, is a multi-user, enterprise-grade communications solution that enables its customers and their employees to communicate through voice, text and fax, on multiple devices, including Smartphone��, tablets, personal computers (PCs) and desk phones. The Company also offer RingCentral Professional, primarily an inbound call routing service with additional text and fax capabilities targeting smaller deployments, and RingCentral Fax, an Internet fax service that permits sending and receiving faxes over the Internet.
The Company�� solutions have been developed with a mobile-centric approach and can be configured, managed and used from a Smartphone or tablet. The Company�� solutions generally use existing broadband connections. The Company�� cloud-based business communications solutions provide a single user identity across multiple locations and devices, including smartphone, tablets, PCs and desk phones, and allow for communication across multiple channels, including voice, text and fax. The Company primarily generate revenues by selling subscriptions for our cloud-based services.
The Company competes with Alcatel-Lucent, S.A., Avaya Inc., Cisco Systems, Inc., Mitel Networks Corporation, ShoreTel, Inc., Siemens Enterprise Networks, LLC, Microsoft Corporation, Broadsoft, Inc., AT&T Inc., Verizon Communications Inc., Comcast Corporation, j2 Global, Inc., 8x8, Inc., Google Inc., Yahoo! Inc. and Amazon.com.
Advisors' Opinion:- [By Paul Ausick]
Stocks on the Move: J.C. Penney Co. Inc. (NYSE: JCP) is down 13.9% at $8.97 after a secondary stock offering�that might have been designed to drive out short sellers. Violin Memory Inc. (NASDAQ: VMEM) is down 21% at $7.11 on a lousy IPO�day. RingCentral Inc. (NYSE: RNG) is up 39.5% at $18.14 on a good IPO day.
Top 10 Trucking Stocks To Invest In Right Now: Dassault Systemes SA (DSY)
Dassault Systemes SA provides software solutions and consulting services. The Company�� global customer base includes companies primarily in 11 industrial sectors: Aerospace & Defense, Transportation & Mobility, Marine & Offshore, Industrial Equipment, High Tech, Architecture, Engineering & Construction, Consumer Goods Retail, Consumer Packaged goods Retail, Life Sciences, Energy, Process & Utilities, Financial & Business services. To serve these industries, the Company has developed a broad software applications portfolio, organized in brands, in order to provide comprehensive solutions responding to the extensive requirements of product development: Design, Realistic Simulation, Virtual Manufacturing and Production, Collaborative Innovation, Lifelike Experiences and Information Intelligence. In July 2013, it acquired Apriso. In September 2013, it acquired Safe Technology Ltd. In January 2014, the Company acquired 84% interest in Realtime Technology AG. Advisors' Opinion:- [By Julia Leite]
The FTSE/JSE Africa All Shares Index fell 1.8 percent, the most since July 5. Discovery Ltd. (DSY), South Africa�� largest medical-insurance provider, sank 9.1 percent after saying profit will be as much as 10 percent lower than the previous period.
Top 10 Trucking Stocks To Invest In Right Now: Global Sources Ltd.(GSOL)
Global Sources Ltd. operates as a business-to-business media company primarily in greater China. It provides sourcing information to volume buyers and integrated marketing services to suppliers. The company offers trade information using online media, print media, and face-to-face events. Its products and services comprise online product information and listing services; organizing trade shows; and advertising and marketing creative services; trade publications in print and digital formats; and china sourcing reports. The company uses English-language media to facilitate trade from Greater China to the world, as well as utilizes Chinese-language media to enable companies to sell to, and within, Greater China. It delivers information on approximately 5.7 million products and approximately 262,000 suppliers annually through 14 online marketplaces, 13 monthly print and 18 digital magazines, approximately 90 sourcing research reports, and 73 specialized trade shows a year in 9 cities. The company was founded in 1970 and is based in Hamilton, Bermuda.
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 Global Sources (Nasdaq: GSOL ) , whose recent revenue and earnings are plotted below.
Top 10 Trucking Stocks To Invest In Right Now: Rentech Nitrogen Partners LP (RNF)
Rentech Nitrogen Partners, L.P. is a provider of clean energy solutions and nitrogen fertilizer, to own, operate and grow its nitrogen fertilizer business. The Company primarily produces anhydrous ammonia, or ammonia, and urea ammonium nitrate solution (UAN), at the Company�� facility, using natural gas as its primary feedstock. In November 2012, the Company acquired Agrifos LLC.
The Company�� facility is located in the center of the Mid Corn Belt. The Mid Corn Belt includes the States of Illinois, Indiana, Iowa, Missouri, Nebraska and Ohio. The Company considers its market to be consisted of the States of Illinois, Iowa and Wisconsin.
Advisors' Opinion:- [By Neha Chamaria]
That being said, hedging remains inevitable. After all, it is better to be safe than sorry. And it's not just CF that believes so. Rentech Nitrogen (NYSE: RNF ) , a smaller but pure-nitrogen player, has already locked in 43% of its full-year gas requirements at an average cost of $4 per MMBtu. Rentech paid $3.98 per MMBtu of gas this past quarter. As for CF, it has hedged 90% of requirements through July. So investors shouldn't panic if gas prices rise.
- [By Robert Rapier]
2. Rentech Nitrogen Partners
Rentech Nitrogen Partners (NYSE: RNF) is a variable distribution MLP that saw fertilizer margins decline in response to much higher natural gas prices than in 2012. As a result, by the third quarter the distribution was reduced to $0.27/unit, down from $0.50 in Q1 and $0.85 in Q2. The unit price for the year declined by 54 percent in 2013.
3. EV Energy Partners
- [By Tim Gallagher]
Mosaic (MOS), Agrium (AGU), Intrepid Potash (IPI) and CF Industries (CF) have been moving and trading hand-in-hand, with AGU, BHP and Rentech Nitrogen Partners LP (RNF) trading the best, losing the least and rebounding the most since July 30th. IPI has sold off a lot more in the post-news period, as would be expected from a smaller, less established company with mine projects still in development. BHP Billiton Ltd. (BHP) announced plans to proceed with its Jansen Mine Project in Saskatchewan, Canada, potentially tapping the largest and longest-lasting supply in the world known at this time. Scotiabank (BNS) recently commented on Jansen, stating that the added supply "could add the equivalent of 18%-20% of the potash market over recent years." Nearly all of the companies mentioned have had a pretty predictable mix of upgrades and downgrades. That's what makes a market.
- [By Sally Jones] urrent share price is $17.34, or 64.7% off the 52-week high of $49.18.
Down 54% over 12 months, RNF has a market cap of $673.66 million, and trades with a P/B of 13.30. The dividend yield is 13.67%.
Rentech Nitrogen Partners LP is a pure-play nitrogen fertilizer company structured as a publicly traded master limited partnership. The company manufactures and sells nitrogen fertilizer products including ammonia, UAN solution and ammonium sulfate.
Guru Action: As of Sept. 30, 2013, there is one guru stakeholder and one recent insider sell.
As of Sept. 30, 2013, the sole guru owner Jim Simons reduced his position by 14.04%, selling 49,490 shares at an average price of $28.06 for a loss of 38.2%.
Over four losing quarters, he has averaged a loss of 52% on 352,600 shares at an average price of $36.30 per share. Selling, he has averaged a loss of 38% on 49,490 shares at an average price of $28.06 per share.
His current shares of 303,110 represent 0.78% of shares outstanding.
Track share pricing, revenue and net income:
Highlight: Turquoise Hill Resources Ltd. (TRQ)
The current share price is $3.25, or 66.2% off the 52-week high of $9.62.
Down 57% over 12 months, TRQ has a market cap of $3.27 billion, and trades with a P/B of 0.60. The company does not pay a dividend.
Turquoise Hill Resources Ltd. is an international mining company focused on copper, gold and coal mines in the Asia Pacific region. The company has other projects containing molybdenum, rhenium, copper, gold, zinc, silver and uranium.
Guru Action: As of Sept. 30, 2013, there are six guru stakeholders and one recent insider trade.
The top guru owner is RS Investment Management who increased its position by 29.59% in the third quarter of 2013, buying 13,234,642 shares at an average price of $5.12 for a loss of 36.5%.
Over six losing quarters, the firm has averaged a loss of 55% on 57,968,897 shares at an average price