Tuesday, December 30, 2014

Hot Cheapest Companies To Own In Right Now

The bears are back on Wall Street as recent commentary from several Fed officials has served to remind investors that policymakers are preparing to scale back on stimulus as soon as this September. While a reduction in bond-repurchases should be seen as confirmation of the domestic recovery moving on track, investors are still worried about meaningful economic growth, especially after last Friday�� lackluster employment report .

Nonetheless, the bulls remain very much in the driver�� seat and the product development front has remained very active throughout the summer months. Global X expanded its lineup of niche strategies with the launch of the cheapest MLP exchange-traded fund yet: the MLP & Energy Infrastructure ETF (MLPX).

MLPX Takes the Lead in Race to Rock-Bottom FeesThe new ETF expands the firm�� reach in the MLP space, which continues to hold tremendous appeal among yield-hungry investors. MLPX boasts the reputation as the cheapest offering in the MLPs ETFdb Category, featuring a price tag of 0.45% compared to the category average of 0.80%. Global X �� MLPA also sports a 0.45% expense fee, although there is an important distinction that must be made here .

Best High Dividend Companies To Watch In Right Now: Renewable Energy Group Inc (REGI)

Renewable Energy Group, Inc., incorporated in August 2006, is a producer of biodiesel in the United States. The Company is engaged in each aspect of biodiesel production, from acquiring feedstock, managing construction and operating biodiesel production facilities to marketing, selling and distributing biodiesel and its co-products. During the year ended December 31, 2011, the Company sold approximately 150 million gallons of biodiesel. As of December 31, 2011, the Company operated a network of six biodiesel plants, with an aggregate production capacity of 212 million gallons per year. On July 12, 2011, the Company acquired SoyMor Biodiesel, LLC (SoyMor), which has 30 million gallons per year biodiesel production facility in Albert Lea, Minnesota. In January 2012, it exercised its option to purchase the 60 million gallons per year facility in Seneca, Illinois, which it operated under a lease. In August 2013, the Company acquired biodiesel plant in Mason City, Iowa. In January 2014, Renewable Energy Group Inc acquired renewable chemical technology developer LS9, Inc.

The Company produces its biodiesel from a range of feedstocks, including inedible animal fat, used cooking oil and inedible corn oil. It also produces a smaller portion of its biodiesel from virgin vegetable oils. It owns biodiesel production facilities with capacities consisting of 12 million gallons per year facility in Ralston, Iowa; 35 million gallons per year facility near Houston, Texas, or the Houston facility; 45 million gallons per year facility in Danville, Illinois, and 30 million gallons per year facility in Newton, Iowa.

The Company competes with Archer Daniels Midland Company, Cargill, Incorporated, Louis Dreyfus Commodities Group, Ag Processing Inc., Mansfield, Astra, Gavilon, Tenaska, ED&F Man, Dynamic Fuels, LLC, Syntroleum Corporation, Tyson Foods, Inc., Diamond Green Diesel, LLC and Darling International.

Advisors' Opinion:
  • [By Travis Hoium]

    What: Shares of biodiesel maker Renewable Energy Group (NASDAQ: REGI  ) jumped 15% today after the company reported earnings.

    So what: The company sold 39 million gallons of biodiesel during the quarter, up 14% from a year ago, and net income rose from $14 million, to $46 million. On a per share basis earnings were $1.25 versus an expectation of $0.51 from Wall Street.�

  • [By Roberto Pedone]

    Renewable Energy Group (REGI) is a producer of biodiesel in U.S. This stock closed up 11.5% at $15.59 in Wednesday's trading session.

    Wednesday's Volume: 1.59 million

    Three-Month Average Volume: 634,616

    Volume % Change: 235%

    From a technical perspective, REGI exploded higher here right off its 50-day moving average of $13.83 with heavy upside volume. This move pushed shares of REGI into breakout and all-time high territory, since the stock flirted with some near-term overhead resistance levels at $14.75 to its former all-time high at $15.71. At last check, REGI closed near the highs of the day at $15.75 and volume was well above its three-month average action of 634,616 shares.

    Traders should now look for long-biased trades in REGI as long as it's trending above its 50-day at $13.83 and then once it sustains a move or close above its new all-time high of $15.75 with volume that's near or above 634,616 shares. If we get that move soon, then REGI will set up to enter new all-time high territory, which is bullish technical price action. Some possible upside targets off that move are $20 to $22.

  • [By Maxx Chatsko]

    The third well-researched pick was Renewable Energy Group (NASDAQ: REGI  ) . The nation's largest biodiesel producer was a recently public company at the time and probably got caught in the punishment unleashed upon industrial biotech companies that failed to live up to their early promises. I just didn't think it was justified for REG. Biodiesel is produced in a relatively simple process. Better yet, the company was growing and poised to continue growing with capacity additions looming. Investors finally caught on after REG notched its first year with $1 billion in sales in 2012, and sent shares 120% higher in 2013.

  • [By John Udovich]

    Syntroleum Corp. A producer of synthetic fuels from a wide variety of feedstock, from natural gas to fats, oils and greases, Syntroleum Corp uses the�Fischer-Tropsch process to produce significant amounts of synthetic diesel and jet fuel as well as its Bio-Synfining庐�technology to produce renewable synthetic fuels with the same superior qualities. Back in December, it was announced that Renewable Energy Group Inc (NASDAQ: REGI) would acquire substantially all of the assets of Syntroleum Corp with the terms of the transaction calling for SYNM to receive 3,796,000 shares of REG common stock (subject to reduction in the event that the aggregate market value of the REG common stock to be issued would exceed $49 million or if the cash transferred to REG is less than $3.2 million). The CEO of the Renewable Energy Group commented:

    ��ombining Syntroleum�� renewable and synthetic fuel technologies with REG�� expertise in biodiesel production, sales, marketing and logistics should be a positive outcome for investors in both companies. This will help us grow our advanced biofuel business, enhance our intellectual property portfolio, expand our geographic footprint and launch REG into new customer segments.��/p>

Hot Cheapest Companies To Own In Right Now: CVR Partners LP(UAN)

CVR Partners, LP engages in the production of nitrogen fertilizers including ammonia and urea ammonium nitrate. The company was incorporated in 2007 and is based in Sugar Land, Texas. CVR Partners, LP operates as a subsidiary of CVR Energy, Inc.

Advisors' Opinion:
  • [By Maxx Chatsko]

    Nitrogen fertilizer producer CVR Partners (NYSE: UAN  ) just cannot catch a break lately. It was pushed aside during Carl Icahn's takeover bid for parent CVR Energy last year. A biannual turnaround at its sole facility at the end of 2012 pushed down onstream factors on its production lines and made sales, income, and dividend distributions appear weak, albeit artificially. And although a recent divestment from one of its holding companies seemed to spook investors earlier this spring, the number of shares outstanding was not affected. In the following video, Fool.com contributor Maxx Chatsko explains why he's adding to his personal position in the company.

  • [By Neha Chamaria]

    To take advantage of UAN's better pricing, CF smartly cut down on urea to scale up UAN production during the last quarter. The capability to flex production mix according to market conditions is among CF's biggest strengths. UAN is a high-margin product, so focusing on it makes sense. In its last quarter, UAN specialist CVR Partners (NYSE: UAN  ) converted 72% of ammonia produced to UAN. If that sounds incredible, there's more. From 80,700 tons of ammonia, CVR churned out a whopping 196,200 tons of UAN.

Hot Cheapest Companies To Own In Right Now: Polaris Industries Inc. (PII)

Polaris Industries Inc. designs, engineers, and manufactures off-road vehicles. It offers all terrain vehicles and side-by-side vehicles for recreational and utility use; snowmobiles; and on-road vehicles, including motorcycles and low emission vehicles. The company also provides replacement parts and accessories, including winches, bumper/brushguards, plows, racks, mowers, tires, pull-behinds, cabs, cargo box accessories, tracks, and oil for off-road vehicles; covers, traction products, reverse kits, electric starters, tracks, bags, windshields, oil, and lubricants for snowmobiles; and saddle bags, handlebars, backrests, exhaust, windshields, seats, oil, and various chrome accessories for motorcycles. Polaris Industries sells its products through dealers and distributors primarily under the RANGER, RANGER RZR, RANGER Crew, Victory Vision, Victory Cross Roads, Polaris RUSH, and Cross Country trade marks. In addition, it markets helmets, jackets, bibs and pants, leathers, a nd hats through dealers and distributors, as well as online under the Polaris brand name. The company principally operates in the United States and Canada. Polaris Industries Inc. was founded in 1987 and is headquartered in Medina, Minnesota.

Advisors' Opinion:
  • [By Seth Jayson]

    Polaris Industries (NYSE: PII  ) reported earnings on July 23. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended June 30 (Q2), Polaris Industries met expectations on revenues and beat slightly on earnings per share.

  • [By Rich Smith]

    The Department of Defense awarded a total of 16 contracts Tuesday, worth a combined $2.7 billion. One award, however, stood out from the pack both for its sheer size and the unusual identity of the recipient: Polaris Industries (NYSE: PII  ) , a company better known for its snowmobiles and ATVs than for its military hardware.

  • [By Dan Caplinger]

    Yet the March quarter is traditionally a slow period for Arctic Cat because of its concentration on snowmobiles. The company also makes all-terrain vehicles in an attempt to diversify its seasonal exposure, but rival Polaris (NYSE: PII  ) has done a far better job of building out an all-season lineup of vehicles that includes not only snowmobiles and ATVs but also motorcycles. For its part, Polaris reported record first-quarter sales late last month, and a rise of more than 200% for its snowmobile segment's revenues suggests that Arctic Cat investors should expect solid sales as well.

  • [By Lawrence Meyers]

    Thus, I�� not the primary customer for Polaris Industries (PII).

    However, plenty of people would find such an activity thrilling … and the equipment behind such an activity makes up a�surprisingly robust sector of the economy.

Hot Cheapest Companies To Own In Right Now: Expedia Inc.(EXPE)

Expedia, Inc., together with its subsidiaries, operates as an online travel company in the United States and internationally. It provides travel products and services to leisure and corporate travelers, offline retail travel agents, and travel service providers through a portfolio of brands, including Expedia.com, hotels.com, Hotwire.com, Expedia Affiliate Network, Classic Vacations, Expedia Local Expert, Expedia CruiseShipCenters, Egencia, eLong, Inc., and Venere Net SpA. The company?s travel offerings consist of airline tickets, hotel rooms, car rentals, destination services, cruises, and package travel provided by various commercial airlines, lodging properties, car rental companies, destination service providers, cruise lines, and other travel product and service companies on a stand-alone and package basis. It also facilitates the booking of hotel rooms, airline seats, car rentals, and destination services from its travel suppliers; and acts as an agent in the transa ction, passing reservations booked by its travelers to the relevant travel provider. The company was founded in 1996 and is headquartered in Bellevue, Washington.

Advisors' Opinion:
  • [By Hibah Yousuf]

    While Priceline shares are not cheap, they're not terribly overvalued either for being the leader in online travel. Shares are trading around 21 times 2014 earnings estimates. That makes it more expensive than rival Expedia (EXPE), but the stock is trading at a discount compared to Orbitz (OWW) and TripAdvisor (TRIP).

  • [By Sofia Horta e Costa]

    Companies like Expedia Inc. (EXPE), which provides online travel booking services, and Arcadis NV (ARCAD), a Dutch designer of bridges and dikes, are likely to increase profit at a faster pace than larger firms during an improving economy, Duret said. Smaller companies are also less leveraged, with U.S. mid-caps holding 46 percent less debt per share than firms listed on the S&P 500, data compiled by Bloomberg show.

  • [By Bryan Murphy]

    If you're reading this, then you likely already know that Google Inc. (NASDAQ:GOOG) has thrown its hat all the way into the online travel arrangement ring, deciding to go head-to-head with the likes of Expedia Inc. (NASDAQ:EXPE), Priceline Group Inc. (NASDAQ:PCLN), and Tripadvisor Inc. (NASDAQ:TRIP).... three of Google's best advertising customers. While the assessments of the foray into travel-booking have ranged from fairly irrelevant to concerning for the big three of the internet-based travel agencies, the acquisition of Room 77's hotel-booking platform may be a far bigger game-changer - and a far bigger problem for TRIP, EXPE, and PCLN - than most investors may realize.

Hot Cheapest Companies To Own In Right Now: United Rentals Inc.(URI)

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It offers approximately 3,000 classes of equipment for rent to customers comprising construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The company?s fleet of rental equipment includes general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms consisting of boom lifts and scissor lifts; and general tools and light equipment, including pressure washers, water pumps, generators, heaters, and power tools. Its fleet also comprise trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; and power and heating, ventilating, and air conditioning (HVAC) equipment, which consists of portable diesel generators, electrical distribution equipment, and temperature control equipment, including heating and cooling equipment. In addition, the company sells new and used equipment, as well as related contractor supplies, parts, and service; and offers repair, maintenance, and rental protection services. Further, it develops and markets RENTALMAN, an enterprise resource planning application for equipment rental companies; and INFOMANAGER, which offers solution for creating a business intelligence system. As of January 1, 2012, the company had an integrated network of 529 rental locations in the United States and Canada. United Rentals, Inc. was founded in 1997 and is headquartered in Greenwich, Connecticut.

Advisors' Opinion:
  • [By Monica Gerson]

    United Rentals (NYSE: URI) is estimated to post its Q3 earnings at $1.60 per share on revenue of $1.32 billion.

    eBay (NASDAQ: EBAY) is projected to post its Q3 earnings at $0.63 per share on revenue of $3.90 billion.

Hot Cheapest Companies To Own In Right Now: General Growth Properties Inc. (GGP)

General Growth Properties, Inc is an equity real estate investment trust. The firm invests in the real estate markets of the United States. It engages in owning, managing, leasing, and redeveloping high-quality regional malls. General Growth Properties, Inc was founded in 1986 and is based in Chicago, Illinois.

Advisors' Opinion:
  • [By Jon C. Ogg]

    BMO Capital Markets made a REIT switch in its coverage: It raised Simon Property Group (NYSE: SPG) to Outperform from Market Perform based on an attractive entry point now that shares are down 20% or so from the highs, and it downgraded General Growth Properties (NYSE: GGP) to Market Perform from Outperform based on its relative valuation gap having dwindled.

  • [By Dan Caplinger]

    Admittedly, Sears has had some success raising cash with outright sales of its assets. Last year, for instance, Sears sold nearly a dozen lucrative properties, including its crown-jewel Ala Moana location in Hawaii, to General Growth Properties (NYSE: GGP  ) for $270 million. As Fool contributor Adam Levine-Weinberg noted earlier today, the fact that major J.C. Penney investor Bill Ackman also has a big position in General Growth Properties boosts the odds that a potential deal will go through.

  • [By Myra P. Saefong]

    After the close Monday, fourth-quarter results are due from the Hartford Financial Services Group Inc. (HIG) , which is projected to report earnings of 90 cents per share, Edwards LifeSciences Corp. (EW) , expected to post earnings per share of 82 cents and General Growth Properties Inc. (GGP) , expected to report a profit per share of 35 cents. For its first quarter, Hologic Inc. (HOLX) �is expected to post earnings per share of 31 cents.

  • [By Adam Levine-Weinberg]

    I think J.C. Penney's best bet for generating cash is selling off a few of its most desirable stores. This is not a palatable strategy, as it means losing some of the highest-potential stores, but it could produce cash without severely diluting the interests of J.C. Penney shareholders or adding interest expense that J.C. Penney cannot afford. For example, Sears Holdings,�another struggling department store giant, was able to sell 11 stores to General Growth Properties (NYSE: GGP  ) for $270 million last year. Bill Ackman's Pershing Square hedge fund happens to be a major shareholder in General Growth.� This could open up an opportunity for J.C. Penney to pursue a similar deal -- if any of its real estate would be sufficiently valuable to General Growth.

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