Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Universal Truckload Services (NASDAQ: UACL ) , a North American provider of trucking and logistics solutions, jumped as much as 12% after receiving an upgrade from BB&T�Capital Markets.
So what: According to BB&T Capital Markets, Universal Truckload's product offerings should broaden and its gross margins should improve following its $335 million purchase of privately held LINC Logistics, announced last year. BB&T upgraded Universal Trucking to a buy from a hold and set its price target at $33, implying 32% upside based on Friday's closing price.
Now what: As usual, the first thing you need to do is not allow the extremely short-term movements of analysts to cloud your long-term investing thesis. In the case of Universal Truckload, it's going to be a bumpy ride but management seems to have the steering wheel pointed in the right direction. The purchase of LINC adversely affected the company's bottom line because of a change in tax code last quarter and Universal could suffer as it sheds lower margin and unprofitable operations. However, I do see value in the LINC purchase and feel, after a moderate pullback, that this could be a name worth keeping an eye on in the trucking sector.
Hot Chemical Companies To Buy Right Now: Savient Pharmaceuticals Inc(SVNT)
Savient Pharmaceuticals, Inc., a specialty biopharmaceutical company, focuses on developing KRYSTEXXA, a biologic PEGylated uricase in the United States. The KRYSTEXXA is being developed as a treatment for chronic gout in patients refractory to conventional therapy. The company also sells and distributes branded and generic versions of oxandrolone, a drug used to promote weight gain following involuntary weight loss. It sells its products directly to drug wholesalers. The company, formerly known as Bio-Technology General Corp. and changed its name to Savient Pharmaceuticals, Inc. in June 2003. Savient Pharmaceuticals, Inc. was founded in 1980 and is headquartered in East Brunswick, New Jersey.
Advisors' Opinion:- [By James E. Brumley]
It's still too soon to say Savient Pharmaceuticals Inc. (NASDAQ:SVNT) is off and running. In fact, the stock's decidedly NOT off and running yet. But, it's not too soon to put SVNT on your watchlist of potential breakout candidates, as it's much closer to a breakout than most anyone can see.
Hot Trucking Companies To Watch For 2014: DST Systems Inc. (DST)
DST Systems, Inc. provides information processing and software services and products. The company operates in two segments, Financial Services and Customer Communications. The Financial Services segment offers various solutions primarily to the asset management, brokerage, retirement, insurance, and healthcare industries. It provides proprietary software systems, including shareowner recordkeeping and distribution support systems for the United States and international mutual fund companies, broker/dealers, and financial advisors; and a defined-contribution participant recordkeeping system for the United States retirement plan market. This segment also offers investment management systems for the United States and international investment managers and fund accountants; a business process management and customer contact system for various industries; and medical and pharmacy claims administration processing systems and services for providers of healthcare plans, third party administrators, medical practice groups, and pharmacy benefit managers. The Customer Communications Segment helps businesses deploy customer communications while improving operational performance across critical business functions, such as sales, marketing, customer service, technology, finance, operations, and compliance. This segment helps clients deliver information in the desired combination of print, digital, and archival formats. Its product offering combines data insights and analysis with business decision-making tools, and multi-channel execution and delivery designed to help businesses acquire, grow, retain, and win back customers. The company also owns and operates real estate properties, as well as has investments in equity securities, private equity funds, and other financial interests. It has operations in the United States, the United Kingdom, Canada, Australia, and internationally. DST Systems, Inc. was founded in 1968 and is based in Kansas City, Missouri.< /p> Advisors' Opinion:
- [By Rich Duprey]
Data center operator DST Systems (NYSE: DST ) will pay a second-quarter dividend of $0.30 per share, the same rate it paid last quarter after switching from a semiannual payout schedule to a quarterly one, the company announced yesterday.
Hot Trucking Companies To Watch For 2014: Brandenburg Energy Corp (BBM)
Brandenburg Energy Corp. is engaged in the business of acquiring and exploring oil and gas properties. The Company�� properties include Holloman Cooper Basin Joint Venture, VG Mineral Claims, Senn Property, Exploration License No. 0932, Labana Property and African Properties. The Senn Property earns a 100% interest on the Senn Block of mineral claims (the Senn Property) located in the District of Kenora, Ontario, Canada. The Uganda-based East African Gold Sniffing Company Limited (EA Gold) is a holder of Mineral Exploration License No. 0932 (EL 0932) covers about two square kilometers. EL 0932 lies 287 kilometers southwest of the Ugandan capital, Kampala, 29 kilometers north of the city of Kasese, in Kasese province. The Labana Property consists of four oil and gas blocks in the Republic of Niger, which includes Dibeilla 1, Dibeilla 2, Dalo, and Mandaram. Advisors' Opinion:- [By Muhammad Bazil]
The value of BlackBerry�� stock was at $7.44 as of yesterday�� (Jan. 1, 2014) close. Although this is still a far cry from its 52-week peak of $18.32, it does represent a month-long recovery coming shortly after the launch of its new BlackBerry Messenger (BBM) application for iPhones and Android devices.
Hot Trucking Companies To Watch For 2014: PURE Bioscience Inc.(PURE)
Pure Bioscience, Inc. engages in the discovery, development, and commercialization of bioscience products principally in the United States. The company offers silver dihydrogen citrate (SDC) based antimicrobials. The silver dihydrogen citrate technology is an electrochemical process that allows the generation of ionized silver in the presence of organic acid. It provides PURE Hard Surface, a hard surface disinfectant and food contact surface sanitizer for use in food processing equipment, machinery, and utensils; Axen30, a hard surface disinfectant; Silv�ion, an antimicrobial formulation used as a raw material in the manufacturing of personal care products; and Axenohl, an antimicrobial formulation for use as a raw material in the manufacturing of environmental protection agency-registered products. The company also offers research and development services in food processing, agriculture, water treatment, pharmaceuticals, and oil and gas projects. It sells its products t hrough partners and distributors primarily to industrial and consumer markets. The company, formerly known as Innovative Medical Services, was founded in 1992 and is headquartered in El Cajon, California.
Advisors' Opinion:- [By Glenwoods]
While the fermentation-based method is still in its development stages, a Malaysian company, PureCircle (LON: PURE) (OTCMKTS: PCRTF), the world�� largest producer of stevia, continues to develop its stevia through farm-based methods.� Last September PureCircle, which also has offices in Oak Brook, Ill., signed a joint agreement with the Coca-Cola Coto investigate and develop a commercially viable stevia sweetener product; and earlier this month in a press release, the two companies announced they were developing what should be a better flavor profile than the much used Reb A with rebaudioside D (Reb D) and Rebaudioside X (Reb X).� Reb D, though roughly 10% less sweet than Reb A, has a significantly lower bitterness that Reb A and has been found to have a more desirable taste profile, especially in cola products where stevia previously has not worked well.� The issue with both Reb D and Reb X is that they are found in much smaller amounts than Reb A. Thus, at this time it will take a lot more stevia leaves to produce the extracts.
- [By Glenwoods]
According to the global market research company Mintel, stevia-based products have increased 400% globally between 2008 and 2012, with a rise of 158% from 2011 to 2012. Stevia has grown so much in demand that the world�� largest alfalfa grower, California-based S&W Seed (SANW), began growing stevia with high glycoside yields for PureCircle (LN:PURE), the world�� largest producer of stevia, in 2011 and on roughly 250,118 acres. Now some U.S. tobacco farmers have begun to switch from growing tobacco to stevia, as tobacco sales are sliding and stevia sales are growing.
Hot Trucking Companies To Watch For 2014: Synalloy Corporation(SYNL)
Synalloy Corporation, together with its subsidiaries, manufactures and sells pipes and piping systems in the United States and internationally. It operates in two segments, Metals and Specialty Chemicals. The Metals segment manufactures pipe and piping systems from stainless steel, carbon, chrome, and other alloys for use in the chemical, petrochemical, pulp and paper, waste water treatment, LNG, mining, power generation, water treatment, brewery, food processing, petroleum, alternative fuels, and pharmaceutical sectors. The Specialty Chemicals segment produces specialty chemicals and dyes for the carpet, chemical, paper, metals, mining, agricultural, fiber, paint, textile, automotive, petroleum, cosmetics, mattress, furniture, janitorial, and other industries. Synalloy Corporation sells its metal products through outside and inside sales employees, manufacturers? representatives, and authorized stocking distributors, as well as directly to engineering firms, construction companies, and project owners. It markets its specialty chemicals directly to various industries through outside sales employees and manufacturers' representatives. The company was formerly known as Blackman Uhler Industries, Inc. and changed its name to Synalloy Corporation in July 1967. Synalloy Corporation was founded in 1945 and is headquartered in Spartanburg, South Carolina.
Advisors' Opinion:- [By GuruFocus]
New Purchase: Synalloy Corporation (SYNL)
Tom Gayner initiated holdings in Synalloy Corporation. His purchase prices were between $13.36 and $16, with an estimated average price of $14.21. The impact to his portfolio due to this purchase was 0.27%. His holdings were 485,343 shares as of 06/30/2013.
Hot Trucking Companies To Watch For 2014: Petroleo Brasileiro Petrobras SA (PETR3)
Petroleo Brasileiro SA Petrobras (Petrobras) is a Brazil-based integrated oil and gas company. The Company divides its activities into seven segments: Exploration and Production; Refining, Transportation and Marketing; Gas and Power; Biofuel; Distribution and International. Directly or through its subsidiaries, Petrobras is engaged in the research, extraction, refining, processing, trade and transport of oil from wells, shale and other rocks, its derivatives, natural gas and other liquid hydrocarbons, as well as in activities related to energy, development, production, transport, distribution and commercialization of energy. The Company's offering comprises road transportation products such as Automotive Gasoline, Diesel Fuel, Natural Vehicular Gas, Lubrax; agriculture and cattle raising products such as Sunflower Meal, among others; Industrial products such as Solvents and Paraffins, among others. The Company provides its services both for individual and business clients. Advisors' Opinion:- [By Julia Leite]
Brazil�� Ibovespa rose 1.2 percent, reversing a decline of as much as 0.9 percent, as Petroleo Brasileiro SA (PETR3), Brazil�� state-run crude producer, surged. The real added 1.5 percent.
- [By Maria Levitov]
Brazil�� Ibovespa advanced amid speculation that a three-session slump for Brazil�� benchmark equity index was excessive. Usiminas, as Usinas de Minas Gerais is known, rose 7.5 percent, while oil company Petroleo Brasileiro SA (PETR3) contributed the most to the gauge�� advance.
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