Sunday, June 23, 2013

10 Best Managed Healthcare Stocks To Buy For 2014

 As any elementary school nerd or frat house pledge will tell you, there are few things in life that are more painful than having someone grab your shorts from behind and yank them as far up your backside as possible.
 
In the world of YouTube pranks, it's called a "wedgie." In the stock market, we call it a short squeeze. And – like a wedgie – if you're on the wrong side of one, it hurts...
 
A short squeeze happens when a heavily shorted stock rockets higher overnight – usually as the result of a favorable news announcement or corporate press release. The gains are unusually large as traders rush to buy as much as possible and press the share price high enough to force short-sellers to capitulate, buy back their shares, and push the stock even higher.

10 Best Managed Healthcare Stocks To Buy For 2014: TIB Financial Corporation(TIBB)

TIB Financial Corp. operates as the bank holding company for TIB Bank that provides a range of commercial and retail banking, and financial services to businesses, individuals, and families in Florida. Its deposit products include checking, interest-bearing checking, money market, savings, certificates of deposit, and individual retirement accounts. The company?s loan portfolio comprises commercial loan products, including owner-occupied commercial real estate construction and term loans; working capital loans and lines of credit; demand, term, and time loans; and equipment, inventory, and accounts receivable financing. It also offers consumer loan products, such as home equity lines of credit, second mortgages, new and used auto loans and boat loans, overdraft protection, and unsecured personal credit lines, as well as commercial real estate mortgage loans, construction and vacant land loans, residential real estate mortgage loans, and indirect auto loans. In addition, t he company originates fixed and variable rate mortgage loans for sale in the secondary market; and offers cash management and Internet banking services. Further, TIB Financial Corp., through its other subsidiary, Naples Capital Advisors, Inc., provides private banking, trust, wealth management, and investment advisory services. It operates 27 full-service banking offices in Monroe, Miami-Dade, Collier, Lee, and Sarasota counties. The company was founded in 1974 and is headquartered in Naples, Florida. TIB Financial Corp. operates as a subsidiary of North American Financial Holdings Inc.

10 Best Managed Healthcare Stocks To Buy For 2014: Destination Maternity Corporation(DEST)

Destination Maternity Corporation engages in the design and retail of maternity apparel. It offers casual and career wear, formal attire, lingerie, sportswear, and outerwear. As of September 30, 2011, the company operated 2,352 retail locations, including 658 stores in 50 states of the United States (U.S.), Puerto Rico, Guam, and Canada; and 1,694 leased departments located within department stores and baby specialty stores in the U.S. and Puerto Rico. It operates stores under the Motherhood Maternity, A Pea in the Pod, and Destination Maternity names. Motherhood Maternity brand serves the value-priced portion of the maternity apparel business with stores located in regional malls, strip and power centers, and central business districts. A Pea in the Pod brand serves the medium-priced and luxury portion of the maternity apparel business with stores located in regional malls, lifestyle centers, central business districts, and stand-alone stores. Destination Maternity brand provides Motherhood and Pea merchandise with stores located in regional malls and lifestyle centers. The company also sells its merchandise on the Internet through DestinationMaternity.com and brand-specific Web sites. In addition, Destination Maternity Corporation offers Two Hearts Maternity by Destination Maternity collection at Sears stores in the U.S. through a leased department relationship. Further, the company distributes its Oh Baby by Motherhood collection through a license arrangement at Kohl?s stores in the U.S. and through Kohls.com. Additionally, it had 66 international franchised locations comprised of 15 stand-alone stores in the Middle East and South Korea under the Destination Maternity name; and 51 shop-in-shop locations in India and South Korea. The company was formerly known as Mothers Work, Inc. and changed its name to Destination Maternity Corporation in December 2008. Destination Maternity Corporation was founded in 1980 and is headquartered in Philad elphia, Pennsylvania.

5 Best Stocks To Watch Right Now: Sierra Bancorp(BSRR)

Sierra Bancorp operates as the bank holding company for Bank of the Sierra that offers retail and commercial banking services in the central and southern sections of the San Joaquin Valley in California. Its deposit products include checking, interest-bearing transaction, savings, money market demand, time deposit, retirement, and sweep accounts, as well as remote deposit capture facilities. The company?s loan portfolio comprises real estate, commercial, and agricultural loans, as well as land acquisition and development loans, construction loans for residential and commercial development, and multifamily credit facilities; small business administration (SBA) loans; equipment leasing, such as direct finance and operating leases; and retail lending services, which include home equity lines and consumer loans. In addition, it offers secondary market services, installment note collection services, cashier?s checks, traveler?s checks, gift cards, bank-by-mail services, nigh t depository services, safe deposit boxes, direct deposit and automated payroll services, electronic funds transfers, online banking services, ATMs, and other customary banking services. As of January 25, 2010, the company operated 24 branch offices, an agricultural credit center, an SBA center, and an online virtual branch. Sierra Bancorp has a strategic alliance with Investment Centers of America, Inc. to provide non-deposit investment options. The company was founded in 1977 and is headquartered in Porterville, California.

10 Best Managed Healthcare Stocks To Buy For 2014: Cga Mining Limited Npv (CGA.TO)

CGA Mining Limited engages in the exploration, development, and production of mineral properties, primarily gold. Its principal property includes the Masbate gold mine, covering an area of approximately 8,316 hectares and is located near the northern tip of the island of Masbate in the Philippines. The company was formerly known as Central Asia Gold Limited and changed its name to CGA Mining Limited in November 2006. CGA Mining Limited was incorporated in 1985 and is headquartered in Perth, Australia.

10 Best Managed Healthcare Stocks To Buy For 2014: AAR Corp.(AIR)

AAR CORP. provides products and services to aviation, government, and defense markets worldwide. The company?s Aviation Supply Chain segment purchases and sells new, overhauled, and repaired engine and airframe parts and components. It also repairs, overhauls, and sells avionics, electrical, electronic, fuel, hydraulic, and pneumatic components and instruments, as well as internal airframe components; and provides customized inventory supply and management programs for engine and airframe parts and components. In addition, this segment sells and leases commercial jet engines and used commercial aircraft; and provides advisory services, including assistance in remarketing aircraft, records management, and storage maintenance. Its Government and Defense Services segment involves in fixed- and rotary-wing flight operations; and performs engineering and design modifications on rotary-wing aircraft for government customers. This segment also provides customized performance-base d logistics programs in support of the U.S. Department of Defense and foreign governments; and engineering, design, manufacturing, and system integration services. The company?s Maintenance, Repair, and Overhaul segment provides airframe maintenance inspection and overhaul, painting, line maintenance, airframe modifications, structural repairs, avionic service and installation, exterior and interior refurbishment, and engineering services, as well as support for commercial and military aircraft; and repairs and overhauls landing gears, wheels, and brakes. Its Structures and Systems segment designs, manufactures, and repairs airdrop and other transportation pallets, and containers and shelters used in support of military and humanitarian tactical deployment activities. This segment also designs, manufactures, and installs in-plane cargo loading and handling systems for commercial and military aircraft and helicopters. AAR CORP. was founded in 1951 and is headquartered in Wood Dale, Illinois.

Advisors' Opinion:
  • [By Fernandez]

    AAR Corp. (NYSE: AIR): AAR Corp. is a diversified company that provides products and services to the aviation, aerospace, and defense industries worldwide. It operates in four segments: Aviation Supply Chain; Maintenance, Repair, and Overhaul (MRO); Structures and Systems; and Aircraft Sales and Leasing.

    I just put out an exclusive post on AAR Corp. comparing its valuation to that of the overall aerospace and defense industry, as well as how AAR stacks up to its peers.

    Needless to say, AAR is a deeply undervalued stock, even accounting for a slowdown in its business.

    I re-recommended purchase of AAR’s shares last week at $11.75 each, and while the stock has shot up to $16.00, I still feel that it is undervalued, but not by quite as much as I did before.

    Don’t take my word for it, do your own due diligence and pay special attention to how low AAR is trading compared to its book value, tangible book value, and the recent insider buying.

    If you’ve got new money to invest, AAR is my #1-B choice for new money right now.

10 Best Managed Healthcare Stocks To Buy For 2014: Auramex Resource Corp (AUX.V)

Auramex Resources Corp. engages in the acquisition, exploration, and development of mineral resource properties in Canada and Mexico. The company primarily explores for silver, gold, zinc, cobalt, nickel, and copper deposits. It holds interests in the Brandywine property covering approximately 1,500 hectares located in the north of Vancouver, Canada; the Magenta property consisting of approximately 6,000 hectares situated in Sinaloa State, Mexico; and the Bear River property comprising approximately 41,000 hectares located in the Skeena Mining Division near Stewart, British Columbia, Canada. The company is based in North Vancouver, Canada.

10 Best Managed Healthcare Stocks To Buy For 2014: (CAPA)

Capital Art, Inc., an intellectual property management and exploitation company, engages in the acquisition, edition, marketing, and management of iconic photographic images from museum-quality limited editions to mass-market reproductions in the United States. It primarily sells and distributes classic and contemporary, limited edition photographic images, and reproductions. The company sells its product lines in the editorial, art and commercial photography markets through its wholesale, retail, and dealer/representation networks. It licenses and distributes its collections primarily to media owners and publishers, galleries, museums, auction houses, education networks, interior decorators, gift stores and multiple retailers, hotels, restaurants, and Internet sites. Capital Art, Inc. is based in Culver City, California.

Advisors' Opinion:
  • [By Zacks]

    Captaris, Inc., (CAPA) a leading provider of software products that automate document-centric business process, became one of the top performers during November with a gain of 24%. Third-quarter total revenue advanced 12.9% to $24.6 million, as software revenue increased 15.8%, hardware revenue increased 5.7% and maintenance, support and service revenue increased 14.6%. Net income reached six cents per share, reversing a year-ago loss of two cents and crushing the consensus by 500%. Captaris hit a new 52-week high on Nov 29.

    ”Our strong financial results reflect solid sales execution and the increased operating leverage we are achieving as our business expands,” said President and CEO of David P. Anastasi. “During the quarter, we achieved increases in all three revenue categories. At the same time, we exceeded our cost saving objectives for the quarter with a 13% decline in operating expenses year-over-year and continue to drive further improvement in operational efficiencies.”

10 Best Managed Healthcare Stocks To Buy For 2014: ENI S.p.A. (E)

Eni SpA, an integrated energy company, engages in the exploration, production, transportation, transformation, and marketing of oil and natural gas. The company also involves in the production and sale of electricity; refining and marketing of petroleum products; and production and sale of petrochemical products and hydrocarbons. In addition, it engages in the offshore and onshore hydrocarbon field construction. Further, the company offers offshore and onshore drilling, and offshore design and engineering services for oil and gas companies. It has a strategic partnership with Gazprom for the joint development of projects in the upstream oil and gas markets. Eni SpA operates in Europe, Africa, Asia and Oceania, and the Americas. The company was founded in 1953 and is headquartered in Rome, Italy with an additional office in San Donato Milanese, Italy.

10 Best Managed Healthcare Stocks To Buy For 2014: Bioniche Life Scie Com Npv (BNC.TO)

Bioniche Life Sciences Inc., a biopharmaceutical company, discovers, develops, manufactures, and markets proprietary products for human and animal health markets worldwide. The company operates in three segments: Human Health, Animal Health, and Food Safety. The Human Health segment is involved in the discovery, pre-clinical research, clinical development, regulatory submission, and commercialization of therapeutic products for use in human medicine. Its product development candidates include mycobacterial cell wall-DNA complex (MCC) for the treatment of bladder cancer, intraperitoneal cancers, and metastatic cancers; and a combination of MCC and hyaluronan for treatment of prostate cancer. This segment also develops Urocidin, which is in Phase III clinical testing for the treatment of non-muscle-invasive bladder cancer. The Animal Health segment develops vaccines and other pharmaceutical products for the preventive health management of animal diseases. This segment offers products in areas, such as assisted reproduction, immunostimulant, hyaluronan based, and nutritional and natural health products for veterinarians. It also engages in the research and development of products in areas comprising canine cancer therapies, rhodococcus equi vaccines, natural health products, and equine plasma products. The Food Safety segment is involved in researching, developing, manufacturing, and marketing veterinary biopharmaceutical products for the safety of food and water supplies. This segment develops Econiche, a cattle vaccine, which is used to reduce the spread of E. coli O157 bacterium. Bioniche Life Sciences Inc. was founded in 1979 and is headquartered in Belleville, Canada.

10 Best Managed Healthcare Stocks To Buy For 2014: Chipotle Mexican Grill Inc.(CMG)

Chipotle Mexican Grill, Inc. develops and operates fast-casual, fresh Mexican food restaurants in the United States, Canada, and England. Its restaurants primarily offer burritos, tacos, burrito bowls, and salads. As of December 31, 2011, it operated 1,230 restaurants, which includes 1 ShopHouse Southeast Asian Kitchen. Chipotle Mexican Grill, Inc. was founded in 1993 and is based in Denver, Colorado.

Advisors' Opinion:
  • [By Fernandez]

    Chipotle Mexican Grill(NYSE: CMG) owns and operates 775 “fast-casual” Mexican restaurants and offers a focused menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads made from fresh, high-quality raw ingredients, prepared using classic cooking methods and served in a distinctive atmosphere.

    Chipotle adheres to what they call Food With Integrity (FWI), whereby Chipotle seeks better food not only from using fresh ingredients, but ingredients that are sustainably grown and naturally raised with respect for animals, the land, and the farmers who produce the food.

    Chipotle’s ultimate goal is to be able to serve only organically raised and grown food in all their restaurants.

    I have been watching Chipotle for quite some time, since its IPO actually, and recently wrote extensively about the company and the headwinds that they are facing with the economy and rising commodity prices.

    You can read all about that here.

    Chipotle recently announced earnings and they were actually not too bad.

    Chipotle registered positive same-store sales BUT that was as a result of higher menu prices, which they are going to be instituting again during the next couple of quarters.

    The also announced a pretty significant stock repurchase program whereby they were going to buy back their “B” shares because they felt they were significantly undervalued and they would get more bang for the buck.

    I listened to the conference call and management was very up front and honest about where they were headed in terms of margin deterioration due to higher input costs, and raising prices.

    They also talked about the severe economic headwinds, and they lowered their guidance for the next year based on those views.

    Chipotle is still high on my list, and an amazing company, but I feel, especially with the shares rising almost 20% from their lows in just a few days, that we’ll have better entry points in the next few ! months.

    Also remember to always purchase the “B” shares as they are exactly the same as the “A” shares but are anywhere from 5-15% cheaper and have 10 times the voting power.

    Why I Like the Company: Best-in-breed player with significantly higher margins and a lower cost structure than other similar fast-casual restaurant chains; their commitment to organic and natural ingredients sets them apart in a crowded restaurant landscape; stock price is starting to become reasonable again after over a year of hype and overindulgence; company is still expanding at a breakneck speed, even in the face of deteriorating business fundamentals positioning themselves for a quick turnaround; same-store sales are still positive; company still churns out significant cash, and pays for its expansion via its own cash generation with almost no debt.

  • [By Fitz Gerald]

    Chipotle Mexican Grill (CMG) has the potential to be the McDonald’s (MCD) o f the next half-century … in part because this high-quality burrito shop was spun off from McDonald’s in 2006 … so management has been taught well. Revenues are growing steadily and profit margins are consistently in the high single digits, which is great in the restaurant industry. (It’s my son’s favorite restaurant, but I’m not the analyst who submitted it.)

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