Tuesday, September 9, 2014

Best Mid Cap Companies To Own For 2014

U.S. stocks had an excellent 2013

Results for U.S. stock markets were exceptionally strong during 2013. Stock markets continued their more than four year advance from the financial panic lows reached in March 2009. The backdrop for this advance was an improving economy, less than median stock prices based on historic valuations and, inexpensive credit increasingly available through a healed banking system. We believe U.S. stock markets were helped meaningfully by the U.S. Federal Reserve Bank's LSAP, large scale asset purchase program, more commonly called "quantitative easing." The stated purpose of the bank's strategy is to encourage businesses to invest to grow and create jobs. By keeping interest rates low and creating inflation, the Fed's LSAP is also intended to help our businesses and citizens continue to deleverage. During 2013, stocks advanced on average about 30% from the prior year. Stocks of smaller and mid cap companies often increased in price more than 40%! Further, U.S. stocks' closing prices at year end 2013 exceeded peak prices they achieved in October 2007 by about 35%, as measured by the S&P 500.

Hot Undervalued Companies To Buy Right Now: FXCM Inc. (FXCM)

FXCM Inc., through its subsidiaries, provides online foreign exchange (FX) trading and related services to retail and institutional customers worldwide. It operates in two segments, Retail Trading and Institutional Trading. The company acts as an agent between retail customers and a collection of global banks and financial institutions by making foreign currency markets for customers trading in foreign exchange spot markets. It offers spot FX trading in approximately 58 currency pairs; enables non-U.S. customers to trade contract for differences that include contracts for metals, fixed income, energy and stock indices; and provides spread betting trading to the United Kingdom customers. The company also offers equity and equity option trading for customers outside of the United States to trade equity and options on the United Kingdom, continental Europe, and the United States markets. FXCM Inc. offers its customers access to over-the-counter FX markets through its propriet ary technology platform. The company was incorporated in 2010 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Anna Prior]

    FXCM Inc.(FXCM) said its fourth-quarter profit dropped slightly amid a muted trading environment, although results beat Wall Street expectations. FXCM makes most of its top line from customers using its software to trade currencies online.

  • [By John Udovich]

    Small cap stocks FXCM Inc (NYSE: FXCM), Gain Capital Holdings Inc (NYSE: GCAP) and up and coming�Indo Global Exchanges PteLtd (OTCMKTS: IGEX) all offer online trading platforms to retail or institutional traders and investors. Certainly if you have found yourself trading more lately or if markets become more volatile, trading platforms are going to be the big winners.�With that in mind, here is a close look at these three small cap trading platform stocks:�

Best Mid Cap Companies To Own For 2014: Ultratech Inc.(UTEK)

Ultratech, Inc. develops, manufactures, and markets photolithography and laser thermal processing equipment. It supplies step-and-repeat photolithography systems based on one-to-one imaging technology to semiconductor device manufacturers for applications involving line geometries of 0.75 microns or greater and to nanotechnology manufacturers. The company?s steppers are also used to manufacture semiconductors that are used in various applications, such as telecommunications, automotive control systems, power systems, and consumer electronics. It also supplies 1X photolithography systems to thin film head manufacturers; and offers LSA100, a laser-based thermal annealing tool used by the semiconductor industry for various process steps, including activation of implanted impurities, dielectric film formation, formation of silicides, and stabilization of copper grain structures. Ultratech, Inc. sells its systems to semiconductor, advanced packaging, high-brightness light emit ting diodes, thin film head, and various other nanotechnology manufacturers in North America, Europe, and Asia. The company was founded in 1979 and is headquartered in San Jose, California.

Advisors' Opinion:
  • [By Stephen Simpson, CFA]

    Fellow Seeking Alpha contributor Ashraf Eassa and I have both written previously about Ultratech (UTEK), a semiconductor equipment company that we both like for its innovative positions in laser spike annealing (LSA) and advanced packaging lithography ("flip chips"), as well as the potential of its steppers in LED manufacturing. In particular, we have both made the case that advanced annealing technologies are likely to be a critical factor in the move to sub-20nm processes.

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

  • [By Evan Niu, CFA]

    What: Shares of Ultratech (NASDAQ: UTEK  ) got ultra crushed today, down by 18% at the low, following a first-quarter earnings release that didn't meet expectations.

  • [By Evan Niu, CFA]

    What: Shares of Ultratech (NASDAQ: UTEK  ) dropped today by as much as 13% after the company reported earnings that fell short of expectations.

Best Mid Cap Companies To Own For 2014: Techne Corporation(TECH)

TECHNE Corporation develops, manufactures, and sells biotechnology products, and hematology calibrators and controls worldwide. The company?s Biotechnology segment offers proteins, such as cytokines, and enzyme substrates and inhibitors; antibodies, including polyclonal and monoclonal antibodies; immunoassays comprising quantikine kits for the detection of human and animal proteins, and immunoassays that allow researchers to quantify a specific analyte in a biological fluids sample; clinical diagnostic immunoassay kits consisting of erythropoietin, transferrin receptor, and beta2-microglobulin immunoassays for use as in vitro diagnostic devices; flow cytometry products, such as fluorochrome labeled antibodies and kits; intracellular cell signaling products, including antibodies, phospho-specific antibodies, antibody arrays, active caspases, kinases, and phosphatases, and ELISA assays to measure the activity of apoptotic and signaling molecules; and natural and synthetic c hemical compounds for use as agonists, antagonists, and inhibitors of various biological functions by investigators. Its Hematology segment provides whole blood CBC controls controls and calibrators; linearity and reportable range controls for the assessment of the linearity of hematology analyzers for white blood cells, red blood cells, platelets, and reticulocytes; whole blood reticulocyte controls for manual and automated counting of reticulocytes; whole blood flow cytometry controls for the identification and quantification white blood cells; whole blood glucose/hemoglobin control to monitor instruments, which measure glucose and hemoglobin in blood; erythrocyte sedimentation rate control to monitor erythrocyte sedimentation rate tests; and multi-purpose platelet reference controls, such as Platelet-Trol II and Platelet-Trol Extended for use by automated and semi-automated analyzers, which monitor platelet levels. The company was founded in 1976 and is headquartered in M inneapolis, Minnesota.

Advisors' Opinion:
  • [By Rich Duprey]

    Biologics researcher�Techne� (NASDAQ: TECH  ) �will pay a regular quarterly dividend of $0.30 on May 24 to the holders of record at the close of business on May 10.

  • [By Nicolas73]

    Digitalized data (documents, books, articles) volume is growing at an incredible pace. Moreover, it would be simply not possible (nor useful) to print everything.Company and institutions encourage people to print something only when strictly needed, both for environmental and for cost-cutting purposes.Fax machines will quickly become (tech) museum pieces, replaced by emails (people are free to print an email whenever it is really necessary).Combo printers (scanner and printer) will quickly replace most photocopiers (people will scan everything and print only when it is really necessary).
    I think Xerox's management felt the responsibility to deal with these kinds of business dangers as soon as they became evident. I also think they brilliantly addressed and solved them.

  • [By Rich Duprey]

    Medical device maker Techne (NASDAQ: TECH  ) announced today that it's taking a 100% ownership stake in�Bionostics Holdings for $104 million cash.

Best Mid Cap Companies To Own For 2014: Renasant Corporation(RNST)

Renasant Corporation operates as the bank holding company for the Renasant Bank that provides various financial and insurance services to retail and commercial customers. The company offers checking accounts, money market accounts, savings accounts, certificates of deposit, time deposits, individual retirement accounts, and health savings accounts. It also provides commercial, financial, and agricultural loans; construction loans, including loans for the construction of single family residential properties, multi-family properties, and commercial projects; residential mortgage loans; home equity loans or lines of credit; consumer loans; and equipment leasing, as well as safe deposit and night depository facilities. In addition, the company offers various fiduciary services; and administers qualified retirement plans, profit sharing and other employee benefit plans, personal trusts, and estates. Further, the company provides annuities, mutual funds, and other investment ser vices through a third party broker-dealer. Additionally, the company offers commercial and personal insurance products through carriers. As of October 21, 2011, it operated approximately 75 banking, mortgage, financial services, and insurance offices in Mississippi, Tennessee, Alabama, and Georgia. The company was founded in 1904 and is based in Tupelo, Mississippi.

Advisors' Opinion:
  • [By Monica Gerson]

    Renasant (NASDAQ: RNST) is expected to post its Q3 earnings at $0.31 per share on revenue of $60.87 million.

    Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

  • [By Rich Duprey]

    Financial services specialist�Renasant� (NASDAQ: RNST  ) �announced yesterday�its second-quarter dividend of $0.17 per share, the same rate it's paid since 2007.

Best Mid Cap Companies To Own For 2014: Swisher Hygiene Inc.(SWSH)

Swisher Hygiene Inc. provides hygiene and sanitation solutions in North America and internationally. Its solutions include cleaning and sanitizing products and services designed to promote cleanliness and sanitation in commercial and residential environments. The company involves in the sale of consumable products, such as soaps, paper, cleaning chemicals, detergents, and supplies, together with the rental and servicing of dish machines and other equipment for the dispensing of those products; sale and rental of facility service items requiring regular maintenance and cleaning, such as floor mats, mops, and bar towels; provision of manual cleaning services for facilities; and provision of solid waste collection services. It serves customers in a range of end-markets, including foodservice, hospitality, retail, industrial, and healthcare industries. Swisher Hygiene Inc. offers its services through 69 company owned operations and 10 franchise operations located throughout th e United States and Canada; and through 10 master license agreements covering the United Kingdom, Ireland, Portugal, the Netherlands, Singapore, the Philippines, Taiwan, Korea, Hong Kong, Macau, China, and Mexico. The company was founded in 1986 and is headquartered in Charlotte, North Carolina.

Advisors' Opinion:
  • [By Lisa Levin]

    Swisher Hygiene (NASDAQ: SWSH) shares touched a new 52-week low of $0.732. Swisher Hygiene appointed William Pierce as its new president and CEO.

    Territorial Bancorp (NASDAQ: TBNK) shares touched a new 52-week low of $21.31. Territorial Bancorp shares have dropped 9.43% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.

Best Mid Cap Companies To Own For 2014: Johnson & Johnson(JNJ)

Johnson & Johnson engages in the research and development, manufacture, and sale of various products in the health care field worldwide. The company operates in three segments: Consumer, Pharmaceutical, and Medical Devices and Diagnostics. The Consumer segment provides products used in baby care, skin care, oral care, wound care, and women?s health care fields, as well as nutritional, over-the-counter pharmaceutical products, and wellness and prevention platforms under the brands of JOHNSON?S, AVEENO, CLEAN & CLEAR, JOHNSON?S Adult, NEUTROGENA, RoC, LUBRIDERM, DABAO, LISTERINE, REACH, BAND-AID, CAREFREE, STAYFREE, SPLENDA, TYLENOL, SUDAFED, ZYRTEC, MOTRIN IB, and PEPCID AC. The Pharmaceutical segment offers products in various therapeutic areas, such as anti-infective, antipsychotic, contraceptive, dermatology, gastrointestinal, hematology, immunology, neurology, oncology, pain management, and virology. Its principal products include REMICADE for the treatment of immune me diated inflammatory diseases; STELARA for the treatment of moderate to severe plaque psoriasis; SIMPONI, a treatment for adults with moderate to severe rheumatoid arthritis, psoriatic arthritis, and ankylosing spondylitis; VELCADE for the treatment of multiple myeloma; PREZISTA and INTELENCE for treating HIV/AIDS patients; NUCYNTA for moderate to severe acute pain; INVEGA SUSTENNAtm for the acute and maintenance treatment of schizophrenia in adults; RISPERDAL CONSTA for the management of bipolar I disorder and schizophrenia; and PROCRIT to stimulate red blood cell production. The Medical Devices and Diagnostics segment primarily offers circulatory disease management products; orthopaedic joint reconstruction, spinal care, and sports medicine products; surgical care, aesthetics, and women?s health products; blood glucose monitoring and insulin delivery products; professional diagnostic products; and disposable contact lenses. The company was founded in 1886 and is based in Ne w Brunswick, New Jersey.

Advisors' Opinion:
  • [By Dan Carroll]

    Health care's not making much of a showing today, however. Leading health stock Johnson & Johnson (NYSE: JNJ  ) has gained only about 0.3% to lead the sector's Dow performance, but this medical blue-chipper has already passed earnings season with flying colors. However, are there hidden dangers awaiting Johnson & Johnson investors?

  • [By Keith Speights]

    Something big
    If you're looking for a big health-care company to add to your portfolio, look no further than Johnson & Johnson (NYSE: JNJ  ) . J&J continues to experience strong growth with its pharmaceuticals, diagnostics, and medical device business segments. Its consumer products unit lags behind the other segments but still generates hefty profits.

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