Friday, November 14, 2014

Top 10 Forestry Stocks To Buy For 2014

There's no getting around it: The global oil market is complex. Prices can change because of the slightest disruption in the market, and sometimes because of an anticipated disruption where nothing has even happened yet.�

Still, there are some simple truths that give us a general idea of where oil and gas prices are heading. One simple thing to look at is reserve replacement cost, or how much a company needs to spend to replace its current production levels. Let's see what trends are emerging in this metric and what it means for the oil and gas industry�

Keeping the shelves stocked
According to Ernst & Young's annual U.S. Oil and Gas Reserves study, reserve replacement costs are some of the highest we've seen in several years. The average cost to replace a barrel of oil equivalent in 2012 was $32.72, almost double what it was in 2011. The closest comparable figure was in 2008, when reserve replacement costs were $39.34 per boe.�

Reserve replacement costs can rise for two reasons. The most obvious one is that it becomes more difficult to find new resources, so the cost to find a new barrel of oil goes up. Most of the time, the cost of oil moves in tandem with reserve replacement costs. As prices for oil increase, companies are more willing to explore higher-cost, higher-risk regions, and they may not always find oil. One example is Royal Dutch Shell's (NYSE: RDS-A  ) attempt to find oil offshore from Alaska. The company has spent $4.5 billion in the region but has yet to produce a barrel of oil from the region. The company can take such a chance on this region is because the price of oil gives it some flexibility.�

Top 5 Managed Healthcare Stocks To Own For 2015: Red Robin Gourmet Burgers Inc.(RRGB)

Red Robin Gourmet Burgers, Inc., together with its subsidiaries, develops, operates, and franchises casual-dining restaurants in the United States and Canada. As of February 16, 2012, the company operated 465 Red Robin restaurants, including 328 company-owned restaurants and 137 restaurants operating under franchise agreements. Its restaurants offer gourmet burgers, as well as various salads, soups, appetizers, entrees, desserts, and signature Mad Mixology alcoholic and non-alcoholic specialty beverages Red Robin Gourmet Burgers, Inc. was founded in 1969 and is headquartered in Greenwood Village, Colorado.

Advisors' Opinion:
  • [By Lisa Levin]

    Red Robin Gourmet Burgers (NASDAQ: RRGB) shares climbed 3.04% to $54.23. The volume of Red Robin shares traded was 398% higher than normal. On Thursday, Red Robin reported downbeat second-quarter profit.

  • [By Jayson Derrick]

    Analysts at Jefferies maintained a Buy rating on Red Robin Gourmet Burger (NYSE: RRGB) with a price target lowered to $80 from a previous $90. Also, analysts at Wunderlich maintained a Buy rating on Red Robin with a price target raised to $92 from a previous $76. Shares gained 4.31 percent, closing at $54.90.

  • [By Dan Caplinger]

    Still, the stock's performance reflects overall enthusiasm about restaurant chains generally. Red Robin Gourmet Burgers (NASDAQ: RRGB  ) struggled mightily during the recession, but its stock has bounced back convincingly, with gains sending shares to levels not seen since 2005. Even Brinker International (NYSE: EAT  ) , which cut its estimates on same-store sales growth to just 1%, and guided earnings to the lower end of its previous range, has seen its stock soar in anticipation of better times ahead.

  • [By Ben Levisohn]

    Shares of Cracker Barrel have gained 0.9% to $113.29 and�Biglari Holdings (BH), Sandar Biglari’s holding company, has fallen 0.4% to $516.96, on a day when DineEquity has advanced 1% to $85.03, Red Robin Gourmet Burgers (RRGB) has risen 0.5% to $76.64 and Denny’s (DENN) is up 0.7% at $7.45.

Top 10 Forestry Stocks To Buy For 2014: Goldsearch Ltd (GSE)

Goldsearch Limited (Goldsearch) is an Australia-based minerals company. During the fiscal year ended June 30, 2012 (fiscal 2012), the Company was engaged in the exploration of gold and other minerals and investment activities. It operates in five segments: Mineral Exploration Sweden, Minerals Exploration Australia-Victoria, Minerals Exploration Australia-Other, Investments and Administration. Its other projects include the Mary Kathleen joint venture in Queensland and the Musgrave joint venture in South Australia. It held 16,000 square kilometres of tenements within the Musgrave Ranges of northwestern South Australia that were in joint venture between Goldsearch and Independence Group. During fiscal 2012, the Company held investments in Morning Star Gold NL (MCO) and Musgrave Minerals Ltd (MGV). On June 30, 2012, the Company had sold off its total investment in Independence Group NL (IGO). Its subsidiaries include: Caytale Pty Limited, Chiljill Pty Limited and Miltonpak Pty Limited. Advisors' Opinion:
  • [By Roberto Pedone]

    Another environmental services player that looks ready to trigger a near-term breakout trade is GSE Holdings (GSE), which provides geosynthetic containment solutions for environmental protection and confinement applications. This stock has been hammered by the bears so far in 2013, with shares down big by 55%.

    If you take a look at the chart for GSE Holdings, you'll notice that this stock recently ripped sharply higher back above its 50-day moving average of $2.32 a share with heavy upside volume. Following that move, shares of GSE have started to trend sideways between $2.60 on the downside and $2.95 on the upside. Shares of GSE are now starting to move within range of triggering a near-term breakout trade above the upper-end of its recent range.

    Traders should now look for long-biased trades in GSE if it manages to break out above some near-term overhead resistance levels at $2.79 to $2.95 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 221,545 shares. If that breakout hits soon, then GSE will set up to re-test or possibly take out its next major overhead resistance levels at $3.50 to $4 a share.

    Traders can look to buy GSE off any weakness to anticipate that breakout and simply use a stop that sits right below support at $2.60 or below its 50-day moving average at $2.32 a share. One could also buy GSE off strength once it takes out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Top 10 Forestry Stocks To Buy For 2014: Orion Marine Group Inc(ORN)

Orion Marine Group, Inc. operates as a marine specialty contractor serving the heavy civil marine infrastructure market. The company provides a range of marine construction and specialty services on, over, and under the water along the Gulf Coast, the Atlantic Seaboard, the West Coast, Canada, the Caribbean Basin, and the Pacific Northwest. The company?s marine construction services include construction of marine transportation facilities, marine pipelines, bridges and causeways, and marine environmental structures. Its marine transportation facility construction projects comprise public port facilities for container ship loading and unloading; cruise ship port facilities; private terminals; recreational use marinas and docks; and other marine-based facilities. Orion Marine Group?s marine pipeline service projects consist of the installation and removal of underwater buried pipeline transmission lines; installation of pipeline intakes and outfalls for industrial facilities ; construction of pipeline outfalls for wastewater and industrial discharges; river crossing and directional drilling; and creation of hot taps and tie-ins. Its bridge and causeway projects include the construction, repair, and maintenance of bridges and causeways, as well as the development of fendering systems in marine environments; and marine environmental structure projects primarily comprise the installation of concrete mattresses to ensure erosion protection, and the installation of geotubes for wetlands and island creation. In addition, the company offers dredging services; specialty services, including salvage, demolition, surveying, towing, diving and underwater inspection, excavation, and repair; and survey services comprising surveying pipelines and performing hydrographic surveys. Its customers include federal, state, and municipal governments, as well as private commercial and industrial enterprises. The company was founded in 1994 and is headquartered in Houst on, Texas.

Advisors' Opinion:
  • [By Seth Jayson]

    When judging a company's prospects, how quickly it turns cash outflows into cash inflows can be just as important as how much profit it's booking in the accounting fantasy world we call "earnings." This is one of the first metrics I check when I'm hunting for the market's best stocks. Today, we'll see how it applies to Orion Marine Group (NYSE: ORN  ) .

Top 10 Forestry Stocks To Buy For 2014: Landauer Inc (LDR)

Landauer, Inc. (Landauer) is a provider of technical and analytical services to determine occupational and environmental radiation exposure. The Company is domestic provider of outsourced medical physics services. The Company operates in two segments: Radiation Monitoring and Medical Physics. The Company has provided radiation dosimetry services to hospitals, medical and dental offices, universities, national laboratories, nuclear facilities and other industries. Landauer's services include the manufacture of radiation detection monitors, the distribution and collection of the monitors to and from customers, and the analysis and reporting of exposure findings. In addition to providing analytical services, the Company leases or sells dosimetry detectors and reading equipment to customers. Medical physics services are provided through the Company's Global Physics Solutions, Inc. (GPS) subsidiary. In November 2011, it acquired IZI Medical Products, LLC.

In November 2009, Landauer completed the acquisition of GPS. GPS is a nationwide service provider of clinical physics support, equipment commissioning and accreditation support and imaging equipment testing. In June 2010, Landauer, through its GPS subsidiary, completed the acquisition of Upstate Medical Physics (UMP), a provider of imaging physics services in New York. In November 2009, Landauer completed the acquisition of Gammadata Matteknik AB (GDM), a Swedish provider of radon measurement services. GDM provides measurement services throughout the Scandinavian region and Europe. In October 2009, Landauer completed the acquisition of dosimetry service in Sweden, called Landauer Persondosimetri AB (PDM).

The Radiation Monitoring revenues are realized from radiation monitoring services and other services incidental to radiation dose measurement. The Company enters into agreements with customers to provide them with radiation monitoring services, for a 12 month period. As part of its services, the Company provides to its custome! rs radiation detection badges, which are produced and owned by the Company. The badges are worn for a period selected by the customers (wear period), which is usually one, two, or three months in duration. At the end of the wear period, the badges are returned to the Company for analysis. The Company analyzes the badges that have been worn and provides its customers with a report indicating their radiation exposures. The Company recycles certain badge components for reuse, while also producing replacement badges on a continual basis.

The Company offers its service for measuring the dosages of x-ray, gamma radiation and other penetrating ionizing radiations, to which the wearer has been exposed, through badges, which contain optically stimulated luminescent (OSL) material, which are worn by customer personnel. This technology is marketed under the trade names Luxel+ and InLight. A component of the Company's dosimetry system is OSL crystal material. The Company's base OSL material is manufactured utilizing a process to create aluminum oxide crystals in a structure that is able to retain charged electrons following the crystal's exposure to radiation.

Landauer's InLight dosimetry system provides in-house and commercial laboratories with the ability to provide in-house radiation monitoring services using OSL technology. InLight services involve a customer acquiring or leasing dosimetry devices, as well as analytical reading equipment from the Company. The InLight system allows customers the flexibility to tailor their dosimetry needs. Landauer's operations include services for the measurement and monitoring of radon gas. The Company offers a service, which provides radon monitoring and, when necessary, remediation to purchasers of personal residences. Testing requires the customer to deploy a radon detector and return the detector to the Company's laboratories for dose determination and reporting. The Company assists with remediation services on properties where radon measurements ! exceed a ! specified threshold.

The Company competes with Mirion Technologies.

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 Landauer (NYSE: LDR  ) , whose recent revenue and earnings are plotted below.

Top 10 Forestry Stocks To Buy For 2014: 51job Inc.(JOBS)

51job, Inc. provides integrated human resource services primarily in the People?s Republic of China. . The company provides recruitment related advertising services, including print advertising services through 51job Weekly, which is a city-specific recruitment advertising publication that is published once a week and is distributed as an insert in local newspapers and/or on a stand-alone basis; and online recruitment services through its Website, www.51job.com. It also offers other human resource related services, such as business process outsourcing, which consist of social insurance and welfare payment processing, regulatory compliance, and payroll processing; and executive search services, as well as conducts training seminars in the areas of business management, leadership, sales and marketing, human resource, negotiation skills, financial planning and analysis, public administration, manufacturing, secretarial, and other skills for the general public and corporate cl ients. In addition, the company provides campus recruitment services; conducts salary, employee retention, and other human resource related surveys; organize and host annual human resource conferences and events, which include lectures, seminars, workshops, and networking opportunities for human resource professionals; and provides assessment tools to assist human resource departments in evaluating capabilities and dispositions of job candidates and existing employees, aiding employee placement, and allocating employee resources, as well as hiring and support services to employers on select recruitment projects. It provides recruitment and other human resource related services to employers through its sales offices, as well as through its sales and customer service call center. The company was founded in 1998 and is based in Shanghai, the People?s Republic of China.

Advisors' Opinion:
  • [By John Udovich]

    As US and global economies recover, hiring should increase with overlooked recruitment related stocks like Cornerstone OnDemand, Inc (NASDAQ: CSOD), 51job, Inc (NASDAQ: JOBS) and Staffing 360 Solutions Inc (OTCBB: STAF) being among the first to benefit aside from those who have found employment:

  • [By Ben Rooney]

    51job (JOBS), an online job search website similar to Monster.com (MWW), has surged more 60% this year.

    But there is one notable Chinese dot-com stock that's sitting out the big rally. Shares of Renren (RENN), the social network known as China's Facebook (FB, Fortune 500), are down 3% for the year.

  • [By WWW.DAILYFINANCE.COM]

    Andy Wong/AP Alibaba (BABA) is the new belle of the dot-com ball in China. The e-commerce juggernaut pulled off a record initial public offering in September when it raised $25 billion on the way to becoming a public company. Analysts love Alibaba. They were able to initiate coverage on Wednesday, following the 40-day quiet period that follows an IPO's debut. Only one of its underwriters -- Goldman Sachs -- failed to tap it as a buy recommendation. It's easy to see the appeal. Alibaba helped 231 million active buyers place 11.3 billion orders totaling $248 billion in transactions last year, and it's just getting started. However, the stock, with its nearly $250 billion market cap, isn't cheap. Let's look at some Chinese dot-coms that have been trading longer and could be more compelling bargains. Baidu (BIDU) China's leading search engine posted another blowout quarter on Wednesday, just as analysts were gushing all over Alibaba. The company behind China's largest search engine saw revenue soar 52 percent over the prior year's third quarter. Earnings climbed just 27 percent, but that was twice as fast as analysts were expecting. Baidu is investing in low-margin online specialties including travel, video and mobile app storefronts, and that weighs on bottom-line growth. Baidu remains one of China's biggest winners. It went public nine years ago at a split-adjusted price of $2.70, and now it trades north of $200. Baidu fulfills roughly two-thirds of all queries, and it is rocking at a time when its profitability is still suppressed. 51job (JOBS) Matching employees to potential hires started out with old-school tech for 51job. It got its start by inserting weekly job listings in more than two dozen leading Chinese newspapers. Then the Internet came along, allowing 51job to convert its thick Rolodex and respected brand into a leading online recruiter. It's working: 51job is growing its revenue in the low double digits. It's trading at a reasonable 22 time

Top 10 Forestry Stocks To Buy For 2014: Alliance Resource Partners L.P.(ARLP)

Alliance Resource Partners, L.P. engages in the production and marketing of coal for utilities and industrial users in the United States. It operates nine underground mining complexes, which offer low, medium, and high-sulfur coal. The company also leases land and operates a coal loading terminal on the Ohio River at Mt. Vernon, Indiana; and purchases and resells coal. In addition, the company provides mine products and services comprising design and installation of underground mine hoists for transporting employees and materials in and out of mines; design of systems for automating and controlling various aspects of industrial and mining environments; and design and sale of mine safety equipment, such as its miner and equipment tracking, and proximity detection systems. Further, it offers ash and scrubber sludge removal, coal yard maintenance, and arranging alternate transportation services. As of December 31, 2010, the company had approximately 697.4 million tons of coal reserves in Illinois, Indiana, Kentucky, Maryland, Pennsylvania, and West Virginia. Alliance Resource Management GP, LLC serves as the general partner of Alliance Resource Partners, L.P. The company was founded in 1971 and is based in Tulsa, Oklahoma.

Advisors' Opinion:
  • [By Dividends4Life]

    The basic materials sector is highly cyclical. It relies on a strong economy to create demand for its raw materials. Since most of its products are considered to be commodities, the sector is sensitive to supply and demand fluctuations, with end-users able to substitute based on price.

    Historically, yields in this sector have been on the lower end of the scale. However, with the increased demand for certain raw materials, the stocks in this sector are beginning to see higher yields with increased profitability. In addition, depressed prices on some companies have also boosted yields.

    This week, I screened my dividend growth stocks database for Basic Materials companies with a yield above 2.0% and that have increased their dividends for at least 10 consecutive years. The results are presented below:

    RPM International Inc. (RPM) makes specialty coatings and products for structural waterproofing and corrosion control, as well as products for the consumer, do-it-yourself and hobby markets. The company has paid a cash dividend to shareholders every year since 1969 and has increased its dividend payments for 40 consecutive years. Yield: 2.3%

    Air Products and Chemicals Inc. (APD) is a major producer of industrial gases and electronics and specialty chemicals also has interests in environmental and energy-related businesses. Air Products and Chemicals Inc. is a major producer of industrial gases and electronics and specialty chemicals also has interests in environmental and energy-related businesses. Yield: 2.5%

    Nucor Corporation (NUE) is the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas. Nucor Corporation is the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas. Yield: 2.7%

    Alliance Resource Partners LP (ARLP) produces and markets coal primarily to utilities and industr

  • [By John Udovich]

    Obama�� war on coal has claimed another victim as James River Coal Company (NASDAQ: JRCC) files for Chapter 11, but coal stocks Westmoreland Coal Company (NASDAQ: WLB), Alliance Resource Partners, L.P. (NASDAQ: ARLP) and Hallador Energy Co (NASDAQ: HNRG) have still managed to put in a decent performance for investors���despite the industry headwinds coming from the White House. Just consider this: By 2025, 300 of America�� coal plants will close due to EPA policies for a total of 44,000 megawatts of generating capacity in 33 states to be taken off line. Moreover, Democrats have been putting up roadblocks to stop coal exports���one potential industry bright spot as the US�has the largest coal repository in the world.

  • [By Tyler Crowe]

    Coal will still be a top energy source
    It's easy to be down on coal. Ever since shale gas started flowing in the U.S., many have speculated that it would replace coal because it was a more�emissions-friendly fuel source and it was less expensive. While that may look to be the case (and several trends in the U.S. back it up), the truth is that coal will remain a dominant force in the energy game. To take it even further, the EIA estimates that coal will surpass oil as the premier energy source by 2017. This is in large part because of two factors: natural gas requires a robust�infrastructure to transport, an�infrastructure�many developing nations do not have, and several countries have natural gas prices indexed to oil, so its price is kept artificially high. This is mostly how American coal company�Alliance Natural Resources� (NASDAQ: ARLP  ) was able to�post a record 2012 in both sales and production.

  • [By Tyler Crowe]

    Looking at these trends might lead one to believe that the glory days of coal are numbered, and these companies are�certainly�priced to fail. All four of the country's largest coal companies trade at values well below the average for the S&P 500.

    Company Price to Tangible Book Value P/E Ratio (TTM) S&P 500 5.40 17.7 Peabody Energy (NYSE: BTU  ) 1.09 9.22 Arch Coal (NYSE: ACI  ) 0.41 N/A Alliance Resource Partners� (NASDAQ: ARLP  )

    2.52

Top 10 Forestry Stocks To Buy For 2014: Penn Virginia Corporation(PVA)

Penn Virginia Corporation, an independent oil and gas company, primarily engages in the exploration and development of natural gas and oil properties in various onshore regions of the United States. The company is involved in the production and sale of natural gas, crude oil, and natural gas liquid products. It primarily focuses on developing the Eagle Ford Shale play in south Texas; and the horizontal Granite Wash play in the Mid-Continent region. The company also drills exploratory wells in the Marcellus Shale play in Pennsylvania; and has interests in the natural gas properties in the Haynesville Shale and Cotton Valley Sands in east Texas, and Selma Chalk in Mississippi. As of December 31, 2011, it had proved natural gas and oil reserves of approximately 883 billion cubic feet of natural gas equivalent; and owned approximately 1.1 million net acres of leasehold and royalty interests. The company sells its products using short-term floating price physical and spot marke t contracts. Penn Virginia Corporation was founded in 1882 and is headquartered in Radnor, Pennsylvania.

Advisors' Opinion:
  • [By Sally Jones] ng>Yield: 16.40%

    Up 99% over 12 months, Penn Virginia Corporation, an independent oil and gas E&P company, has a market cap of $600.69 million; its shares were traded at around $9.20. Shares trade with a P/B of 0.67.

    Guru Action: As of the second quarter of 2013, George Soros holds 1,878,242 shares valued at around $8.82 million.

    PVA is a new buy for Soros who last sold out in the first quarter of 2010, selling 9,700 shares at an average price of $24.89, for a loss of 63%.

    In the second quarter of 2013, Soros made a gain of 108.6% on his new buy of 1,878,242 shares at an average price of $4.41.

    Over his trading history, he has averaged a gain of 109% on 1,878,242 shares bought at an average price of $4.41

    Track historical pricing, revenue and net income:

    [ Enlarge Image ]

    Macquarie Infrastructure Company LLC (MIC)

    Yield: 5.33%

    Up 26% over 12 months, Macquarie Infrastructure Company LLC, an industrial distribution company, has a market cap of $2.95 billion; its shares were traded at around $55.13. Shares trade with a P/E of 641.00.

    Guru Action: As of the second quarter of 2013, George Soros holds 25,000 shares valued at around $1.33 million.

    In the second quarter, he reduced his position by 13.76%, selling 3,989 shares at an average price of $54.9, for a gain of 0.4%.

    In six quarters he has bought 28,989 shares at an average price of $49.71, for a gain of 11%. He gained 0% selling 3,989 shares at an average price of $54.9.

    Track historical pricing, revenue and net income:

    [ Enlarge Image ]

    STMicroelectronics NV (STM)

    Yield: 4.67%

    Up 28% over 12 months, STMicroelectronics NV, a semiconductor company, has a market cap of $6.77 billion; its shares were traded at around $7.60. Shares trade with a P/B of 1.20.

    Guru Action: As of the second quarter of 2013, George Soros holds 1,766,666 shares valued at around $15.88 million.

    STM is a new hold

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