In 2013, precious- and industrial-metal miners were good for one thing: Mining losses. Will 2014 be any better?
ReutersLast year, Barrick Gold (ABX) lost 48%, Newmont Mining (NEM) fell 48%, Goldcorp (GG) declined 39%. Iron miner Cliff’s Natural Resources (CLF), meanwhile, finished the year down 30%, while Freeport-McMoRan Copper & Gold (FCX) gained 17%.
Deutsche Bank’s Jorge Beristain and team explain what happened and what has to change for a better 2014:
2013 was a third straight year when NA Metals & Mining equities significantly underperformed both the underlying metals basket (by 33 percentage points) and S&P500 (by 65 percentage points). The decline in metals prices has brought to the fore impact of prior administration missteps. New management teams are now in “clean-up” mode, seeking to lower operating costs and slash capital spending which, for most, has reduced the risk of further equity issuance. However, to finally outperform the market in 2014, stocks have to offer more than absence of dilution/going concern risk, namely a focus back on per share growth or sustainably high dividend yield.
5 Best Tech Stocks To Watch Right Now: BioDelivery Sciences International Inc.(BDSI)
BioDelivery Sciences International, Inc., a specialty pharmaceutical company, focuses on developing and commercializing products in the areas of pain management and oncology supportive care. The company uses its patented BioErodible MucoAdhesive (BEMA) and Bioral cochleate drug delivery technologies in the development of its products. The BEMA technology is a small erodible polymer film for application to the buccal mucosa; and the Bioral cochleate drug delivery technology encapsulates a selected drug or therapeutic in a cochleate cylinder. Its pain franchise consists of products utilizing the patented BEMA technology, including ONSOLIS, a fentanyl buccal soluble film for the management of pain in opioid tolerant adult patients with cancer; and BEMA Buprenorphine, which is in the development stage for the treatment of moderate to severe chronic pain, as well as for the treatment of opioid dependence. The company also engages in developing product candidates utilizing the B EMA technology for conditions, such as nausea/vomiting. BioDelivery Sciences International, Inc. was founded in 1997 and is headquartered in Raleigh, North Carolina.
Advisors' Opinion:- [By Garrett Cook]
BioDelivery Sciences International (NASDAQ: BDSI) shares shot up 9.17 percent to $13.09 on positive top-line Phase III results.
Shares of Kandi Technolgies Group (NASDAQ: KNDI) got a boost, shooting up 6.36 percent to $14.89 after the company announced a subsidy of $31.8 million for sales of more than 3,000 electric vehicles between June and December of 2013.
Top 10 High Dividend Stocks To Buy Right Now: Ishares Msci Australia Inc (EWA)
iShares MSCI Australia Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Australian market, as measured by the MSCI Australia Index (the Index). The Index seeks to measure the performance of the Australian equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Chad Fraser]
Another option is to buy units of an Australian exchange traded fund (ETF) like the iShares MSCI Australia Index Fund (NYSE: EWA), one of the investments we cover in Australian Edge’s How They Rate universe, which keeps over 100 Australian companies and other investments under continuous review.
Top 10 High Dividend Stocks To Buy Right Now: Evolution Petroleum Corporation Inc. (EPM)
Evolution Petroleum Corporation, an independent petroleum company, together with its subsidiaries, acquires, exploits, and develops properties for the production of crude oil and natural gas in the United States. It primarily holds interests in the Holt Bryant Unit in the Delhi Field located in Northeast Louisiana. The company also has interests in the Giddings Field in Central Texas; the Lopez Field in South Texas; and the Woodford shale projects in Southeast Oklahoma. As of June 30, 2013, it had total proved reserves of 13,766 MBOE; and probable reserves of 11,224 MBOE. The company is headquartered in Houston, Texas.
Advisors' Opinion:- [By Rich Duprey]
For holders of Evolution Petroleum's (NYSEMKT: EPM ) �perpetual non-convertible 8.5% Series A cumulative preferred stock, investors will receive�1/12th�of the 8.5% annualized amount, or approximately�$0.177083�per share, based on the�$25.00�per share liquidation preference.
Top 10 High Dividend Stocks To Buy Right Now: Synageva BioPharma Corp (GEVA)
Synageva BioPharma Corp., incorporated in 1993, is a clinical-stage biopharmaceutical company. The Company is focused on the discovery, development and commercialization of therapeutic products. It has several protein therapeutics in development, including two enzyme replacement therapies for lysosomal storage disorders and two programs for life-threatening genetic conditions. Its lead program, SBC-102, recombinant human lysosomal acid lipase (LAL), is its advanced pipeline program in clinical development for LAL Deficiency. This enzyme is responsible for the metabolism of cholesteryl esters and triglycerides that are delivered to lysosomes by a variety of routes, including low-density lipoprotein receptor mediated endocytosis. On November 2, 2012, Trimeris, Inc. merged with Synageva BioPharma Corp.
SBC-102 is produced by recombinant deoxyribonucleic acid (DNA) technology in egg white using its protein manufacturing platform. The Company has initiated natural history studies in approximately 20 countries. In addition to SBC-102, it is progressing protein therapeutic programs for other rare diseases, which are at different stages of preclinical development. These include two enzyme replacement therapies for other lysosomal storage disorders and two programs for other rare life-threatening conditions. As of December 31, 2011, its product candidate pipeline included SBC-102, SBC-103, SBC-104, SBC-105 and SBC-106.
SBC-104 is an extracellular protein that targets a severe, rare genetic condition. SBC-105 is an enzyme replacement therapy being developed to treat a severe, rare metabolic disorder. SBC-106 is a protein therapy that targets a severe and rare genetic condition.
Advisors' Opinion:- [By Garrett Cook]
Shares of Synageva BioPharma (NASDAQ: GEVA) were down 14.42 percent to $89.69 after the company reported that Phase 3 study met primary endpoint and six secondary endpoints across multiple disease-related abnormalities. Citigroup initiated coverage on Synageva BioPharma with a Neutral rating.
- [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.
Top 10 High Dividend Stocks To Buy Right Now: Morgan Stanley China A Share Fund Inc.(CAF)
Morgan Stanley China A Share Fund, Inc. is a closed-ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. It is co-managed by Morgan Stanley Investment Management Company. The fund invests in the public equity markets of China. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the growth stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International China A Share Index. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States.
Advisors' Opinion:- [By pamatlarge]
As the Chinese economy slows down, investors can profit by shorting a long ETF that holds Chinese stocks in major industries. The iShares China Large-Cap ETF (FXI) has a market cap of $5.12 billion and is among the most heavily traded ETFs. The ETF concentrates its holdings in financial services, communication services and technology. The SPDR China ETF (GXC) is another large-cap ETF that is heavily invested in Chinese financial service companies and technology companies. The Morgan Stanley China A Share Fund (CAF) has a much smaller market cap of $474 million. This ETF invests in a broad range of industries including Chinese commercial banks, insurance companies and pharmaceutical companies. Holding a short position with these ETFs could pay off when one or more sections hits a downturn.
Top 10 High Dividend Stocks To Buy Right Now: Williams Partners L.P.(WPZ)
Williams Partners L.P. focuses on natural gas transportation, gathering, treating and processing, storage, natural gas liquid fractionation, and oil transportation activities in the United States. The company operates in two segments, Gas Pipeline, and Midstream Gas and Liquids. The Gas Pipeline segment owns and operates approximately 13,900 miles of pipelines with annual throughput of approximately 2,700 trillion British thermal units of natural gas and delivery capacity of approximately 13 million dekatherms of gas. This segment also owns interests in joint venture interstate and intrastate natural gas pipeline systems. The Midstream Gas and Liquids segment includes natural gas gathering, processing, and treating facilities; and crude oil gathering and transportation facilities that serve the producing basins in Colorado, New Mexico, Wyoming, the Gulf of Mexico, and Pennsylvania. Williams Partners GP LLC serves as the general partner of the company. Williams Partners L.P . was founded in 2005 and is based in Tulsa, Oklahoma.
Advisors' Opinion:- [By Dividend]
Here are my most promising stocks from the list:
Williams Partners (WPZ) has a market capitalization of $19.99 billion. The company employs 3,658 people, generates revenue of $7.320 billion and has a net income of $1.232 billion. Williams Partners�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2.273 billion. The EBITDA margin is 31.05 percent (the operating margin is 20.72 percent and the net profit margin 16.83 percent). - [By Paul Ausick]
Large MLPs with geographically diversified operations will fare better because they can shift assets around and make sure that all their distribution-paying subsidiaries meet the payroll, so to speak. Here are the seven largest MLPs by market cap:
Enterprise Product Partners LP (NYSE: EPD) – $61.23 billion Kinder Morgan Energy Partners LP (NYSE: KMP) – $35.13 billion Williams Partners LP (NYSE: WPZ) – $21.95 billion Plains All American Pipeline LP (NYSE: PAA) – $19.3 billion Energy Transfer Partners LP (NYSE: ETP) – $17.78 billion Magellan Midstream Partners LP (NYSE: MMP) – $15.52 billion Oneok Partners LP (NYSE: OKS) – $12.95 billionSize is not the only thing that matters, but size can help overcome some of the cash flow issues these MLPs face. The differentiating factor is a company�� distribution coverage ratio which is the cash the MLP has to distribute to its limited partners divided by its maintenance capex and interest on the company�� debt. Anything number larger than 1 is solid.
- [By Rich Duprey]
Natural gas transportation and storage MLP�Williams Partners (NYSE: WPZ ) announced yesterday its third-quarter dividend of $0.8625 per unit, a 9% increase from the payout it made to investors last quarter of $0.8475 per unit.
- [By Marc Bastow]
Natural gas energy giant Williams Partners (WPZ) raised its quarterly dividend 1% to 90.45 cents per share payable May 9 to shareholders of record May 2.
WPZ Dividend Yield: 7.01%
Top 10 High Dividend Stocks To Buy Right Now: Gazprom OAO (GAZP)
Gazprom OAO is a Russia-based company engaged in the operation of gas pipeline systems and gas supply to European countries. In addition, it is involved in the oil production and refining activities, as well as energy generation. It�� activities comprise exploration and production of gas, transportation of gas, sale of gas domestically and abroad, gas storage, production of crude oil and gas condensate, processing of oil, gas condensate and other hydrocarbons, and sales of refined products, as well as electric and heat energy generation and sales. On January 9, 2013, the Company sold its 76.69% stake in Zapsibgazprom OAO and whole stake in March Kauno termofikacijos elektrine. In April 2013, it also created Gazprom Invest LLC, as well as, signed a purchase-sale contract for shares in 72 gas distribution organizations belonging to Rosneftegaz OAO. In November 2013, the Company raised its stake to 100% in CJSC Gazprom Neft Orenburg. Advisors' Opinion:- [By Ian Sayson]
Russian stocks fell for a third day as crude oil, the nation�� chief export earner, retreated. Mechel fell to the lowest level since Sept. 6, while OAO Gazprom (GAZP), the natural-gas export monopoly, retreated 0.9 percent.
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