As the stock market is challenging all-time highs around a holiday week, investors have to be considering how to position their portfolios and assets for 2014 and beyond. 24/7 Wall St. has been issuing value outlooks and sector outlooks for 2014 to see where the best spots are ahead.
It turns out that there may be some incredible upside left in selective autos and biotechs. Some financial stocks may offer upside, and there is still some value in oil and gas. We will be following up with more 2014 outlook pieces in December.
The best carmaker for 2014 appears to be General Motors Co. (NYSE: GM). With the government out of the shares, its stock muted since its re-IPO and an attractive earnings multiple of only eight times expected earnings in 2014, GM was the winner against peers. By the way, analysts see more than 25% gains on average in GM’s share price over the next year.
Regions Financial Corp. (NYSE: RF) is a top pick at Jefferies for 2014 in its most recent sector and themes trend report�for the year ahead. The super-regional bank is the 15th largest one in the United States, and its net interest margin keeps moving up. Regions’ consensus analyst price target is posted up about $1 from current prices, implying gains of 10% over the coming year.
Top 10 Diversified Bank Companies To Buy For 2015: Novo Nordisk A/S (NVO)
Novo Nordisk A/S, a healthcare company, engages in the discovery, development, manufacture, and marketing of pharmaceutical products in Denmark and internationally. The company operates in two segments, Diabetes Care and Biopharmaceuticals. The Diabetes care segment covers insulins, oral antidiabetic drugs, and other protein-related products and projects comprising glucagon and protein-related delivery systems, as well as GLP-1 analogue. The Biopharmaceuticals segment provides products in the areas of haemophilia, growth hormone therapy, hormone replacement therapy, and inflammation therapy. Its products are marketed and distributed through subsidiaries, distributors, and independent agents in 180 countries. Novo Nordisk A/S has a collaboration agreement with Archimedes, Inc. The company was founded in 1925 and is headquartered in Bagsvaerd, Denmark.
Advisors' Opinion:- [By Dan Carroll]
Novo Nordisk (NYSE: NVO ) is one of the best examples of how a company has succeeded in China. It has dominated China's diabetes market -- a market that �Novo Nordisk estimated at 93 million total diabetic Chinese patients last year. With diabetes prevalence rising in China, Novo has carved out a 37% market share in the niche, more than double that of its nearest rival, Bayer. Novo's Chinese sales grew by 28% last year, and if the company can maintain its hold in the diabetes market, its stock -- which has slumped into the red in 2013 but is up nearly 150% over the last five years -- will rise on the back of China's growing pharmaceutical needs.
- [By Max Macaluso, Ph.D.]
Last week, pharmaceutical giant Eli Lilly (NYSE: LLY ) announced that its cancer drug candidate enzastaurin failed its late-stage clinical trial. Despite this news, shares remained practically flat following the announcement. Was this drug central to Lilly's pipeline, or was it one of many oncology drugs that the company is testing? Should investors instead be worried about Lilly's upcoming patent expirations? What about the ever-present competition from diabetes powerhouse��Novo Nordisk (NYSE: NVO ) ? Health-care analyst Max Macaluso discusses these topics in the following video.
- [By Dan Carroll]
While Big Pharma's facing increased scrutiny from regulators, investors looking for one of the best pharmaceutical stocks in this growing market could do worse than looking into Novo Nordisk (NYSE: NVO ) . The Danish pharmaceutical power has carved out a lucrative niche in China's growing diabetes market, becoming the market leader in this industry with a 37% market share. If Novo can avoid any Chinese crises of its own in the difficult-to-maneuver market, its sharp Chinese sales growth -- 28% last year -- could continue and fuel this stock's future.
- [By Rich Duprey]
What started with the Food Network not renewing her TV show contract has now turned into a complete rout, with major corporations including Wal-Mart (NYSE: WMT ) , Target, Home Depot, and Novo Nordisk (NYSE: NVO ) all dropping their association with her.
10 Best Regional Bank Stocks To Watch Right Now: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Roberto Pedone]
One under-$10 name that's starting to move within range of triggering a near-term breakout trade is LDK Solar (LDK), a vertically integrated manufacturer of PV products for polysilicon, wafers, cells, modules, systems, power projects and solutions. This stock is off to a decent start in 2013, with shares up 13.1%.
If you take a look at the chart for LDK Solar, you'll notice that this stock has been trending range bound and consolidating for the last month and change, with shares moving between $1.42 on the downside and $2 a share on the upside. Shares of LDK have just started to trend back above its 50-day moving average at $1.55 a share with decent upside volume flows. That move is quickly pushing shares of LDK within range of triggering a near-term breakout trade above a key downtrend line that has acted as resistance for a few months.
Traders should now look for long-biased trades in LDK if it manages to break out above some near-term overhead resistance levels at $1.78 to $1.83 a share and then once it clears more resistance at $2 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 1.97 million shares. If that breakout triggers soon, then LDK will set up to re-test or possibly take out its next major overhead resistance levels at $2.17 to its 52-week high at $2.32 a share. Any high-volume move above $2.32 to $2.36 will then give LDK a chance to tag $3 to $3.50 a share.
Traders can look to buy LDK off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at its 200-day moving average of $1.46 or at $1.42 a share. One can also buy LDK off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
10 Best Regional Bank Stocks To Watch Right Now: Ambassadors Group Inc. (EPAX)
Ambassadors Group, Inc. provides educational travel experiences and online education research materials worldwide. Its Ambassador Programs and Other segment offers educational travel services to students and professionals. The company�s BookRags segment provides online research in the form of book summaries, critical essays, study guides, lesson plans, film summaries, biographies, literary criticisms, and references to encyclopedia articles. It offers People to People Ambassador Programs for the development and conducting of programs to grade school and high school students; and for the development, marketing, and operation of programs for professionals, college students, and athletes. The company also provides People to People Student Ambassador Programs, which offer educational opportunities for grade school, middle school, and high school students to visit foreign destinations to learn about the history, government, economy, and culture of such countries, as well as pr ovides educational and entertaining travel experience. In addition, it offers People to People Sports Ambassador Programs; and People to People Leadership Summit and World Leadership Forum Programs that provide domestic travel experiences for grade school, middle school, and high school students emphasizing leadership, community involvement, and government education. The company also offers People to People Citizen Ambassador Programs, which provide professionals to travel abroad to meet and exchange ideas with foreign citizens. In addition, it offers Discovery Student Adventures, a teacher recruited student travel program that provides opportunities for grade school, middle school, and high school students to visit destinations emphasizing adventure and scientific exploration. Further, the company operates bookrags.com, an educational Website. Ambassadors Group, Inc. was founded in 1967 and is headquartered in Spokane, Washington.
Advisors' Opinion:- [By CRWE]
Ambassadors Group, Inc. (Nasdaq:EPAX), a leading provider of educational travel experiences, reported that its board of directors declared a quarterly dividend of $0.06 per share, which will be paid on June 7, 2012 to all common shareholders of record on May 24, 2012.
10 Best Regional Bank Stocks To Watch Right Now: Nikon Corp (NINOY)
NIKON CORPORATION is a Japan-based company mainly engaged in the manufacture and sale of optical products. The Company is active in four business segments. The Precision Apparatus segment offers semiconductor exposure apparatus and liquid crystal (LC) exposure apparatus. The image segment provides digital cameras, film cameras and interchangeable lens. The Instruments segment offers microscopes, measuring machines and semiconductor inspection equipment. The Others segment provides glass materials, telescopes, glasses and survey airplanes.
As of August 19, 2009, the Company held a 92.17% stake in Metis NV. The Company has 65 subsidiaries and 10 associated companies in the country and overseas markets.
Advisors' Opinion:- [By Dan Carroll]
Unfortunately, the yen's impact on stocks has blurred the lines on investments. Look no further than down-on-its-luck camera maker Nikon (NASDAQOTH: NINOY ) . Nikon's shares gained more than 8% over the past week due to the yen's weakness, as the company rakes in more than a quarter of its sales in Europe. Still, the stock's lost more than 43% year to date.
10 Best Regional Bank Stocks To Watch Right Now: Lloyds Banking Group PLC (LYG)
Lloyds Banking Group plc, incorporated on October 21, 1985, is a holding company. The Company is a financial services group providing a range of banking and financial services, primarily in the United Kingdom, to personal and corporate customers. The Company operates in four segments: Retail, Commercial Banking, Wealth, Asset Finance and International and Insurance. Retail provides banking, mortgages and other financial services to personal customers in the United Kingdom. Commercial Banking provides banking and related services to business clients, from small businesses to large corporate. Wealth, Asset Finance and International provides private banking and asset management and asset finance in the United Kingdom and overseas and operates the Company�� international retail businesses. Insurance provides long term savings, protection and investment products in the United Kingdom and Europe and provides general insurance to personal customers in the United Kingdom.
Retail
The Retail division operates the retail bank in the United Kingdom and is a provider of current accounts, savings, personal loans, credit cards and mortgages. This includes a range of current accounts including packaged accounts and basic banking accounts. It is also the provider of personal loans in the United Kingdom, as well as being the United Kingdom�� credit card issuer. Retail is the private sector savings provider in the United Kingdom. It is also a general insurance and bancassurance distributor, offering a range of long-term savings, investment and general insurance products.
Commercial Banking
The Commercial Banking division supports the Company�� business clients from small businesses to corporate. Commercial Banking provides support to corporate clients through the provision of core banking products, such as lending, deposits and transaction banking services whilst also offering clients expertise in capital markets (private placements, bonds and syndicated loans), ! financial markets (foreign exchange, interest rate management, money market and credit) and private equity.
Wealth, Asset Finance and International
Wealth, Asset Finance and International consists of the Company�� the United Kingdom and international wealth businesses, the Company�� the United Kingdom and international asset finance and online deposit businesses along with its international retail businesses. The Wealth business consists of private banking and asset management. Wealth�� private banking operations cater to the range of wealth clients from affluent to Ultra High Net Worth within the United Kingdom, Channel Islands and Isle of Man, and internationally. Asset Finance consists of a number of leasing and speciality lending businesses in the United Kingdom, including Lex Autolease and Black Horse Motor and Personal Finance along with its leasing and specialty lending businesses in Australia and its European online deposit business. The international business comprises its non-core banking business outside the United Kingdom, with the exception of corporate business written through the Commercial Banking division. This primarily consists of Ireland, Retail Europe and Asia.
Insurance
The Insurance division provides long-term savings, protection and investment products and general insurance products to customers in the United Kingdom and Europe. The United Kingdom Life, Pensions and Investments business provides long-term savings, protection and investment products distributed through the bancassurance, intermediary and direct channels of the Lloyds TSB, Halifax, Bank of Scotland and Scottish Widows brands. The European Life, Pensions and Investments business distributes products primarily in the German market under the Heidelberger Leben and Clerical Medical brands. The General Insurance business is a distributor of home insurance in the United Kingdom, with products sold through the branch network, direct channels and strategic corporate! partners! . It operates primarily under the Lloyds TSB, Halifax and Bank of Scotland brands.
Advisors' Opinion:- [By Andrew Marder]
The banks facing the first wave of investigation are Barclays (NYSE: BCS ) , Royal Bank of Scotland (NYSE: RBS ) , HSBC (NYSE: HBC ) , and Lloyds Banking Group (NYSE: LYG ) . These companies are going to pay out something, as they've already admitted that rules were broken. The question remains -- how much will it cost?
- [By Sara Sjolin]
Banks were among major decliners, playing a part in dragging the FTSE 100 index lower. Shares of Barclays PLC (UK:BARC) � (BCS) �fell 2.7%, Royal Bank of Scotland Group PLC (UK:RBS) � (RBS) �dropped 2.9%, Lloyds Banking Group PLC (UK:LLOY) � (LYG) �gave up 2.3% and sector heavyweight HSBC Holdings PLC (UK:HSBA) (HBC) � (HK:5) �erased 1.3%.
- [By Dan Newman]
Lloyds� (NYSE: LYG ) shares are up nearly 20% over the past week after reporting a first quarter profit of $3.1 billion, compared to last year's $430 million. The bank remains nearly 40% owned by the government, and has more cost cutting planned with only about 8,800 jobs cut out of a planned 15,000.
10 Best Regional Bank Stocks To Watch Right Now: RF Micro Devices Inc.(RFMD)
RF Micro Devices, Inc. designs, develops, manufactures, and markets radio frequency (RF) components and compound semiconductor technologies in the United States and internationally. Its products enable mobility, as well as provide connectivity and support functionality in the cellular handsets, wireless infrastructure, wireless local area networks, cable television /broadband, Smart Energy/advanced metering infrastructure, and aerospace and defense markets. The company offers products that range from single-function components to highly integrated circuits and multi-chip modules (MCMs). Its integrated circuit products include gain blocks, low noise amplifiers, power amplifiers (PAs), receivers, transmitters, transceivers, modulators, demodulators, attenuators, switches, frequency synthesizers, and voltage-controlled oscillators (VCOs); MCM products consist of PA modules, switch-filter modules, active antenna products, VCOs, phase-locked loops, coaxial resonator oscillators , active mixers, variable gain amplifiers, hybrid amplifiers, power doublers, and optical receivers; and passive components consist of splitters, couplers, mixers, and transformers, as well as isolators and circulators. The company markets its products to original equipment manufacturers and original design manufacturers. RF Micro Devices, Inc. was founded in 1991 and is headquartered in Greensboro, North Carolina.
Advisors' Opinion:- [By MONEYMORNING]
Chipmaker Surges: We urged you buy shares of RF Micro Devices Inc. (Nasdaq: RFMD) in a report back on Dec. 26, reasoning that the maker of the so-called "radio-frequency" chips used in smartphones and other devices was poised for a rebound.
- [By Eric Volkman]
RF Micro Devices (NASDAQ: RFMD ) �shares drooped in post-market trading following the release of the company's fiscal Q3 2014 results. For the quarter, revenue came in at $289 million, an improvement over the $271 million in the same period the previous year. Net profit was $36.4 million ($0.13 per diluted share), against Q3 2013's $21.3 million ($0.08).
10 Best Regional Bank Stocks To Watch Right Now: Catalyst Pharmaceutical Partners Inc.(CPRX)
Catalyst Pharmaceutical Partners, Inc., a development-stage biopharmaceutical company, focuses on the development and commercialization of prescription drugs targeting diseases of the central nervous system with a focus on the treatment of drug addiction and epilepsy. It is evaluating its lead product candidate, CPP-109, a GABA aminotransferase inhibitor candidate, which is under Phase II(b) clinical trial for the treatment of cocaine addiction, as well as focuses on evaluating CPP-109 for the treatment of other addictions and obsessive-compulsive disorders. The company is also developing CPP-115, a GABA aminotransferase inhibitor for various indications, including drug addiction, epilepsy, and for other selected central nervous disease indications. It has license agreements with Brookhaven Science Associates, LLC on various patents and patent applications relating to the use of vigabatrin as a treatment for cocaine and other addictions, and obsessive-compulsive disorders; and with Northwestern University to commercialize GABA aminotransferase inhibitors worldwide, as well as a definitive clinical trial agreement with the National Institute on Drug Abuse to jointly conduct a U.S. Phase II(b) clinical trial evaluating CPP-109 for the treatment of cocaine addiction. Catalyst Pharmaceutical Partners, Inc. was founded in 2002 and is based in Coral Gables, Florida.
Advisors' Opinion:- [By Paul Ausick]
Stocks on the move: Catalyst Pharmaceutical Partners Inc. (NASDAQ: CPRX) is up about 40% at $1.98 after its firdapse drug treatment for certain kinds of muscle weakness was designated a breakthrough therapy by the FDA. Food maker Dean Foods Inc. (NYSE: DF) held a 1-for-2 reverse stock split this morning and the shares are up about 95%, as might be expected.
- [By Roberto Pedone]
One under-$10 biopharmaceutical player that's starting to move within range of triggering a big breakout trade is Catalyst Pharmaceutical Partners (CPRX), which is focused on the development and commercialization of prescription drugs targeting diseases of the central nervous system with a focus on the treatment of drug addiction and epilepsy. This stock has been on fire so far in 2013, with shares up a whopping 364%.
If you take a look at the chart for Catalyst Pharmaceutical Partners, you'll notice that this stock has been uptrending strong for the last month, with shares soaring higher from its low of $1.29 to its intraday high of $2.09 a share. During that uptrend, shares of CPRX have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed share of CPRX within range of triggering a big breakout trade.
Traders should now look for long-biased trades in CPRX if it manages to break out above its 50-day moving average of $2.11 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average volume of 2.21 million shares. If that breakout triggers soon, then CPRX will set up to re-test or possibly take out its next major overhead resistance levels at $2.87 to $3 a share. Any high-volume move above those levels will then give CPRX a chance to re-test its 52-week high at $3.65 a share.
Traders can look to buy CPRX off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $1.65 to $1.63 a share. One can also buy CPRX off strength once it starts to take out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
No comments:
Post a Comment