Axiall Corp (NYSE:AXLL) is screaming higher. Shares of the basic materials company's shares are up more than 10% thanks to an upgrade from Goldman Sachs. And according to analyst, Brian Maguire, there could be a lot more days like today.
Maguire tells investors that AXLL's earnings could double and rates Axiall as a "Buy," up from "Neutral," with a price-target of $60; another 29.7% upside as we type.
Axiall Corporation operates as an integrated chemicals and building products company in North America and Asia. Its products are used in various applications, including plastics, pulp and paper production, packaging, chemical intermediates, pharmaceuticals, medical and agricultural applications and paints, acrylics, and varnishes. The company was formerly known as Georgia Gulf Corporation and changed its name to Axiall Corporation in January 2013.
Top 5 Oil Service Companies To Invest In Right Now: CECO Environmental Corp.(CECE)
CECO Environmental Corp. provides air-pollution control technology products and services worldwide. The company offers engineered equipment, cyclones, scrubbers, dampers, diverters, regenerative thermal oxidizers, component parts, and monitoring and managing services. Its Engineered Equipment Technology and Parts Group segment provides air handling equipment and systems for filtering, cooling, heating, and capturing emissions in the metal industries; systems for corrosion protection, fugitive emissions control, evaporative cooling, and other ventilation and air handling applications; and fume exhaust systems that provide control of oil mist and fumes, as well as remove liquid particles and vapor phase emissions from rolling mill, machining, and other oil mist generating processes. This segment also markets a strip cooler under the JET*STAR name designed to cool metal strip coatings. The company?s Contracting/Services Group segment offers oil mist collection, dust collecti on, industrial exhaust, chip collection, make-up air, and automotive spray booth systems, as well as industrial and process piping, and other industrial sheet metal works. This segment also engages in fabricating parts, engineered subassemblies, and customized products for air pollution and non-air pollution systems from sheet, plate, and structurals. Its Component Parts Group segment manufactures and markets component parts for industrial air systems to contractors, distributors, and dealers. The company markets its products and services under the Kirk & Blum, CECO Filters, Busch International, CECO Abatement Systems, KB Duct, Effox, Fisher-Klosterman, Buell, A.V.C., FKI, and Flextor names. It serves aerospace, brick, cement, steel, ceramics, metalworking, printing, paper, food, foundries, utilities, metal plating, woodworking, chemicals, glass, automotive, ethanol, pharmaceuticals, and refining industries. CECO Environmental Corp. was founded in 1966 and is headquartered i n Cincinnati, Ohio.
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 CECO Environmental (Nasdaq: CECE ) , whose recent revenue and earnings are plotted below.
Top Building Product Companies To Buy For 2014: Newcastle Investment Corp (NCT)
Newcastle Investment Corp. (Newcastle) is a real estate investment and finance company. Newcastle invests in, and actively manages, a portfolio of, real estate securities, loans, excess mortgage servicing rights (MSRs) and other real estate related assets. The Company segments include unlevered CDOs, which include unlevered investments in deconsolidated Newcastle CDO debt; unlevered excess MSRs; non-recourse other, which includes investments financed with other non-recourse debt; recourse, which includes investments and debt repurchases financed with recourse debt; unlevered other, which includes other unlevered investments, and corporate. In April 2011, Newcastle sold its retained interests in Newcastle CDO VII, a non-consolidated VIE of Newcastle. On May 15, 2013, the Company announced the spin-off of New Residential Investment Corp. In June 2013, Newcastle Investment Corp completed the sale of 100% of the assets in Newcastle CDO IV.
Real Estate Securities
Newcastle underwrite, acquire and manage a portfolio of credit sensitive real estate securities, including commercial mortgage backed securities (CMBS), senior unsecured real estate investment trust (REIT) debt issued by REITs, real estate related asset backed securities (ABS), including subprime securities, and Federal National Mortgage Association (FNMA)/ Federal Home Loan Mortgage Corp. (FHLMC) securities. As of December 31, 2011, the Company�� real estate securities represented 47.4% of its assets.
Real Estate Related Loans
Newcastle acquires and originates loans to real estate owners, including B-notes, mezzanine loans, corporate bank loans, and whole loans. As of December 31, 2011, the Company�� real estate related loans represented 22.3% of its assets.
Residential Mortgage Loans
Newcastle acquires residential mortgage loans, including manufactured housing loans and subprime mortgage loans. As of December 31, 2011, the Company�� residential mortgage loans rep! resented 9.1% of its assets.
Operating Real Estate
Newcastle acquires and manages direct and indirect interests in operating real estate. As of December 31, 2011, the Company�� operating real estate represented 0.9% of its assets.
Excess Mortgage Servicing Rights
Newcastle invested in excess MSRs in December 2011. As of December 31, 2011, the Company�� interests in these rights represented 1.2% of its assets.
Advisors' Opinion:- [By Jonas Elmerraji]
You don't have to be an expert technical analyst to figure out what's going on in shares of Newcastle Investment (NCT) -- a quick glance at the chart will do. NCT has been in an uptrend since the end of December, rallying as it got pushed by tailwinds in the real estate sector and then spun off its residential financing unit into New Residential Investment (NRZ) in May.
Adjusting shares of NCT for the spinoff gives us the chart above.
As you might expect, the best time to be a buyer in NCT is on a bounce off of support. Buying off a support bounce makes sense for two big reasons: It's the spot where shares have the furthest to move up before they hit resistance, and it's the spot where the risk is the least (because shares have the least room to move lower before you know you're wrong).
The fact that NCT has managed to clear its previous swing high from May speaks volumes about this stock's relative strength right now. Historically, high relative strength tends to continue to outperform the market for another three to 10 months. That puts NCT owners in a good position for the second part of 2013.
- [By Matt Koppenheffer and David Hanson]
After an incredible run-up this year, the broader market trend was downward this week, to the tune of 1.6%, but some of the stocks out there were hit particularly hard. In this video, Motley Fool financial analysts Matt Koppenheffer and David Hanson take a look at what was behind three big dives this week:�National Bank of Greece� (NYSE: NBG ) ,�Newcastle Investment� (NYSE: NCT ) , and�American Capital Mortgage Investment� (NASDAQ: MTGE ) .�
- [By Amanda Alix]
This turn of events worked in favor of Fortress Investment Group's (NYSE: FIG ) portfolio, which held the former Centex Corp, the subprime mortgage lending unit of a Texas homebuilder. That company is now Nationstar, which is definitely doing its fair share to add to its parent's bottom line. Also owned by Fortress is Newcastle Investment (NYSE: NCT ) , the diversified REIT with an involvement in almost anything to do with real estate, whether residential or commercial.
- [By Albert Alfonso]
On April 26, Newcastle Investment Corp. (NCT) finally announced the spin-off date for shares in its wholly owned subsidiary New Residential (NRZ). The distribution is expected to be made on or about May 15, 2013. Below is a helpful timeline from the presentation related to the spin-off of New Residential:
Top Building Product Companies To Buy For 2014: Plains All American Pipeline L.P.(PAA)
Plains All American Pipeline, L.P., through its subsidiaries, engages in the transportation, storage, terminalling, and marketing of crude oil, refined products, and liquid petroleum gas (LPG) products in the United States and Canada. The company operates in three segments: Transportation, Facilities, and Supply and Logistics. The Transportation segment transports crude oil and refined products on pipelines, gathering systems, trucks, and barges. As of December 31, 2011, this segment owned and leased 16,000 miles of active crude oil and refined products pipelines and gathering systems; 23 million barrels of above-ground tank capacity used primarily to facilitate pipeline throughput; 67 trucks and 382 trailers; and 82 transport and storage barges, and 44 transport tugs. The Facilities segment provides storage, terminalling, and throughput services for crude oil, refined products, and LPG and natural gas, as well as offers LPG fractionation and isomerization, and natural gas processing services. The Supply and Logistics segment purchases crude oil at the wellhead, and pipeline and terminal facilities; waterborne cargoes at their load port and various other locations in transit; and LPG from producers, refiners, and other marketers. This segment also resells or exchanges crude oil and LPG; and transports oil and LPG on trucks, barges, railcars, pipelines, and ocean-going vessels to various delivery points. It has 622 trucks and 731 trailers, and 2,453 railcars. The company also owns and operates natural gas storage facilities. Plains All American Pipeline, L.P. was founded in 1998 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Rick Munarriz]
Plains All American Pipeline (NYSE: PAA ) is also gushing. The limited partnership that transports and stores crude oil and refined products detailed a quarterly distribution of $0.575 per unit. This is a modest sequential 2% increase, but it's 10% higher than it was a year earlier.
- [By Elliott Gue]
Steve Halpern: Among your favorites in the transportation and storage area, you've cited Plains All American Pipeline L.P. (PAA), which is a limited partnership, as well as Plains GP Holdings (PAGP), which is the general partner. Could you talk about these two and explain what type of investor should look at each?
- [By Matt DiLallo]
Enbridge Energy Partners (NYSE: EEP ) has been in a bit of a battle with Plains All American Pipeline (NYSE: PAA ) over the levels of hydrogen sulfide that's in the crude oil being delivered to its rail facility in the Bakken. The company is seeking to reject crude oil that contains more than five parts per million of the potentially deadly gas. This is after the company found extremely high concentrations of the gas in one of its crude oil tanks in North Dakota. The level of hydrogen sulfate hit 1200 parts per million which is a very potentially dangerous level.
- [By Robert Rapier]
Note that the partnerships that have chosen to pay taxes as corporations are almost exclusively engaged in marine transportation. Outside of this category, the only publicly traded partnership that has chosen corporate taxation is Plains GP Holding (NYSE: PGP), the general partner for Plains All American Pipeline (NYSE: PAA).
Top Building Product Companies To Buy For 2014: Woodward Inc.(WWD)
Woodward, Inc. designs, manufactures, and services energy control and optimization solutions for the aerospace and energy markets worldwide. Its Aerospace segment offers pumps, valves, fuel nozzles, metering units, cockpit controls, actuators, motors, and sensors for the management of fuel, air, combustion, and motion systems in commercial, business, and military aircraft, as well as weapons and defense systems. This segment also provides aftermarket repair, overhaul, and other services to commercial airlines, turbine original equipment manufacturer (OEM) repair facilities, military depots, third party repair shops, and end users. It sells its products to OEMs and tier-one prime contractors; and through aftermarket sales of components as provisioning spares or replacements. The company?s Energy segment designs, produces, and services systems and products for the management of fuel, air, fluids, gases, electricity, and motion. Its products include power converters, actuato rs, valves, pumps, injectors, solenoids, ignition systems, governors, electronics, and devices that measure, communicate, and protect low and medium voltage electrical distribution systems for use in industrial gas turbines, aero-derivative turbines, reciprocating engines, electrical grids, wind turbines, and compressors. This segment sells its products OEMs and tier-one prime contractors, through aftermarket sales or replacements; provides other related services to OEM customers, as well as directly to end users or distributors. Woodward, Inc was founded in 1870 and is headquartered in Fort Collins, Colorado.
Advisors' Opinion:- [By Seth Jayson]
Woodward (Nasdaq: WWD ) reported earnings on April 22. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q2), Woodward missed estimates on revenues and beat slightly on earnings per share. - [By Monica Gerson]
Woodward (NASDAQ: WWD) is projected to post its Q1 earnings at $0.71 per share on revenue of $548.45 million.
TD Ameritrade Holding (NYSE: AMTD) is estimated to report its Q1 earnings at $0.33 per share on revenue of $735.85 million.
Top Building Product Companies To Buy For 2014: Manhattan Associates Inc.(MANH)
Manhattan Associates, Inc. develops, sells, deploys, services, and maintains supply chain software solutions for the planning and execution of supply chain activities. It offers Manhattan SCOPE and Manhattan SCALE, which are platform-based supply chain software solutions. The company?s Manhattan SCOPE is a portfolio of supply chain solution suites that include event and schedule tracking; alerts and notifications; inventory, order, and shipment visibility; cost monitoring and tracking; leading-edge analytics; and reporting with graphical depictions of critical supply chain performance metrics. Manhattan SCOPE also includes X-Suite solutions comprising flow management and extended enterprise management. The company?s Manhattan SCALE is a portfolio of logistics execution solutions that offer trading partner management, yard management, optimization, warehouse management, and transportation execution services. Manhattan Associates, Inc. also offers professional services, in cluding planning and implementation services; and customer support, software enhancement, and training services. In addition, it sells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company serves retailers, distributors, wholesalers, manufacturers, grocery stores, life sciences companies, government, and other organizations. It operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By Seth Jayson]
Manhattan Associates (Nasdaq: MANH ) reported earnings on April 23. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Manhattan Associates met expectations on revenues and beat expectations on earnings per share.
Top Building Product Companies To Buy For 2014: Phoenix New Media Ltd (FENG)
Phoenix New Media Limited (PNM), incorporated on November 22, 2007, is a new media company providing content on an integrated platform across Internet, mobile and television (TV) channels in China. PNM enables consumers to access professional news and other content and share user-generated content (UGC), on the Internet and through their mobile devices. The Company also transmits its UGC and in-house produced content to TV viewers primarily through Phoenix TV. Its platform includes its ifeng.com channel, consisting of its ifeng.com Website, its video channel, consisting of its dedicated video vertical and video services and applications, and its mobile channel, including its mobile Internet Website and mobile applications.
PNM offers a variety of paid services across all of its channels, including mobile Internet and value-added services (MIVAS), which includes its digital reading services, mobile game services and wireless value-added services (WVAS), such as messaging-based services (short message service and multi-media messaging services); video value-added services (video VAS), which consists of its online subscription and pay-per-view video services, its mobile subscription and pay-per-view video services, and video content sales, and Internet value-added services (Internet VAS). The Company primarily generates its paid service revenues from its WVAS, digital reading services and mobile video subscription and pay-per-view services by providing content to mobile device users and collecting revenue shares or fixed fees for its content services from the relevant mobile operator. The Company also earns paid service revenues in the form of fixed fees from China Mobile Communications Corporation (China Mobile), for its digital reading services.
Video Channel
The Company�� video channel is consists of its online video vertical at v.ifeng.com; mobile video subscription and pay-per-view services and mobile video application, video content sales business. The Compa! ny offers its video VAS paid services through its video channel, which include its online subscription and pay-per-view services, its mobile subscription and pay-per-view video services and video content sales. The Company�� v.ifeng.com vertical offers four categories of video products and services, namely free online video on demand (VOD), live Phoenix TV broadcasts, subscription online video service and pay-per-view online video service. It organizes and presents video content, supplemented by text, images, user surveys and comment postings on its v.ifeng.com vertical.
The VODs typically consist of short clips of up to five minutes of news programs, interviews, documentaries and other programs. Its VOD content is easily searchable on its Website and is organized into over 10 verticals of v.ifeng.com for easy browsing, including news, finance, culture, sports, history, entertainment, news commentary, military affairs, society, biographies history, entertainment, movies and TV, style, vblog, VIP channel, Phoenix TV, live broadcast, and original videos.It offers live streams of Phoenix TV's flagship channels, the Phoenix Chinese Channel and the Phoenix InfoNews Channel. Its online subscription video service enables users to watch advertisement-free premium content, such as feature-length documentaries and exclusive online Phoenix TV programming.
The Company�� online pay-per-view video service enables users to watch advertisement-free premium videos by purchasing access to particular videos on vip.v.ifeng.com. Like its online subscription videos, its pay-per-view videos include longer videos of up to 20 minutes in length. The Company offers video content through the mobile video platforms of telecom operators, primarily China Mobile and China Telecom. Mobile users who access its videos on China Mobile's platform either by subscription or on a pay-per-view basis pay a fixed fee.
Mobile Channel
The Company�� mobile channel consists of its 3g.ifeng! .com mobi! le Website and its MIVAS. The Company offers MIVAS paid services through its video channel, which include its digital reading services, mobile game services and WVAS. Users can access its mobile content and MIVAS directly from their mobile phones on its mobile Internet Website, 3g.ifeng.com; from a mobile operator's platform; by downloading its applications, and by opening a pre-installed application on their mobile devices. The Company provides and markets its MIVAS through cooperation with mobile operators, as well as various mobile device manufacturers, Internet sites, technology and media companies.
The Company�� 3g.ifeng.com Website is a modified version of its ifeng.com site reformatted for use on mobile devices and tailored to the preferences of its mobile users. 3g.ifeng.com allows its users to access ifeng.com and v.ifeng.com content. Similar to ifeng.com, its 3g.ifeng.com features an array of interest-based and interactive verticals, including news, stocks, micro-blog, user surveys, and digital reading, as well as a mobile video site for watching free mobile VOD.
The Company competes with NetEase.com, Inc., Sina Corporation, Sohu.com Inc., Tencent Technology Limited, Youku Tudou Inc., iqiyi.com, Sohu video, QQ video, PPlive.com, PPS.com, China Network Television, 3G Menhu, A8.com, and Kong Zhong Corporation, Wenxuecity.com, Duowei News and Yahoo!.
Advisors' Opinion:- [By Belinda Cao]
Phoenix New Media Ltd. (FENG), a TV and Internet news outlet, gained 11 percent last week to $11.66 in New York, bringing its surge this year to 220 percent.
- [By Belinda Cao]
E-Commerce China Dangdang Inc. (DANG), the nation�� biggest online book retailer, rose 8.5 percent to $11.70, the highest price since Aug. 13. YY Inc. (YY), owner of a social entertainment website, rallied 4.9 percent to $50.47, the highest level since its listing in November. TV and Internet news outlet Phoenix New Media Ltd. (FENG) added 4.5 percent to a two-year high of $12.23.
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