Saturday, July 5, 2014

Top 5 Logistics Stocks To Watch For 2014

The offshore penetration rates for Cognizant Technology Solutions Corp (NASDAQ: CTSH) remain low for all Horizons as the company continues to see opportunity even in financial services with under-penetrated regional banks that have provided upside for the vertical throughout FY13.

Cognizant provides information technology, consulting, and business process outsourcing services. Headquartered in Teaneck, New Jersey, Cognizant has over 50 delivery centers worldwide and has approximately 164,300 employees.

Cognizant operates under three segments ��Financial, Healthcare and Manufacturing/Retail/Logistics. The company categorizes its service offerings in three groups: Horizon 1 (application development and maintenance), Horizon 2 (BPO, IT Infrastructure Services & business consulting) and Horizon 3 ("SMAC" - Social, Mobile, Analytics and Cloud).

5 Best Performing Stocks For 2015: CONSOL Energy Inc (CNX)

CONSOL Energy Inc. (CONSOL Energy), incorporated in 1991, is a producer of coal and natural gas for global energy and raw material markets, which include the electric power generation industry and the steelmaking industry. During the year ended December 31, 2011, the Company produced 62.6 million tons of high-British thermal unit (Btu) bituminous coal from 12 mining complexes in the United States. In addition, it provides energy services, including river and dock services, terminal services, industrial supply services, coal waste disposal services and land resource management services. The Company operates in two segments: Coal and Gas. In July 2012, Cloud Peak Energy Inc. acquired Youngs Creek Mining Company, LLC (Youngs Creek) joint venture and other related coal and surface assets from Chevron U.S.A. Inc. (Chevron) and the Company.

Coal Operations

The principal activities of the Coal unit are mining, preparation and marketing of thermal coal, sold primarily to power generators, and metallurgical coal, sold to metal and coke producers. The Coal division consists of four reportable segments, which includes Thermal, Low Volatile Metallurgical, High Volatile Metallurgical and Other Coal. Each of these reportable segments includes a number of operating segments (mines or type of coal sold). During 2011, the Thermal aggregated segment included the Bailey, Blacksville #2, Enlow Fork, Fola Complex, Loveridge, McElroy, Miller Creek Complex, Robinson Run and Shoemaker mines. During 2011, the Low Volatile Metallurgical coal aggregated segment included the Buchanan mine. During 2011, the High Volatile Metallurgical coal aggregated segment included Bailey, Blacksville #2, Enlow Fork, Fola Complex, Loveridge, Miller Creek Complex and Robinson Run coal sales.

The Other Coal segment includes its purchased coal activities, idled mine activities, as well as various other activities assigned to the coal division but not allocated to each individual mine. During 2011, the Company! �� reserves were located in northern Appalachia (62%), the mid-western United States (17%), central Appalachia (15%), the western United States (4%), and in western Canada (2%). As of December 31, 2011, the Company had an estimated 4.5 billion tons of proven and probable reserves. During 2011, 94% of its production came from underground mines, 6% from surface mines, and 91% of its production came from mines equipped with longwall mining systems. As of December 31, 2011, CONSOL Energy operated 22 towboats, five harbor boats and a fleet of 625 barges that serve customers along the Ohio, Allegheny, Kanawha and Monongahela Rivers. During 2011, over 84% of all the coal it produced was sold under contracts with terms of one year or more.

Gas Operations

The principal activity of the Gas division is to produce pipeline methane gas for sale primarily to gas wholesalers. The Gas Division consists of four reportable segments, which include Coalbed Methane (CBM), Marcellus, Shallow Oil and Gas and Other Gas. The Other Gas segment includes its purchased gas activities, as well as various other activities assigned to the gas division but not allocated to each individual well type. Its gas division focuses on developing the Marcellus acreage position in southwest Pennsylvania, central Pennsylvania and northwest West Virginia. CONSOL Energy�� all Other segment includes terminal services, river and dock services, industrial supply services and other business activities. Its gas operations primarily produce CBM, which is a gas that resides in coal seams. The Company�� Coalbed Methane operations are located in central Appalachia in Southwest Virginia. Its CBM production also comes from northern Appalachia in northwestern West Virginia and southwestern Pennsylvania where it drills vertical-to-horizontal CBM wells.

As of December 31, 2011, the Company had rights to extract CBM in Virginia from approximately 359,000 net CBM acres, which cover a portion of its coal reserves in Cen! tral Appa! lachia. CONSOL Energy produces gas primarily from the Pocahontas #3 seam, which is the coal seam mined by its Buchanan Mine. The Company also has right to extract CBM in northwestern West Virginia and southwestern Pennsylvania from approximately 859,000 net CBM acres, which contains its recoverable coal reserves in Northern Appalachia. CONSOL Energy produces gas primarily from the Pittsburgh #8 coal seam.

In central Pennsylvania, the Company has the right to extract CBM from approximately 263,000 net CBM acres, which contains its recoverable coal reserves, as well as leases from other coal owners. In addition, CONSOL Energy controls 810,000 net CBM acres in Illinois, Kentucky, Indiana and Tennessee. It also has the right to extract CBM on 139,000 net acres in the San Juan Basin, 20,000 net acres in the Powder River Basin and 92,000 net acres in eastern Ohio and central West Virginia. Its Marcellus wells are primarily horizontal wells with 2,500 to 5,000 feet of lateral length. As of December 31, 2011, the Company had the right to extract natural gas in Pennsylvania, West Virginia and New York from approximately 361,000 net acres.

CONSOL Energy controls approximately 346,000 net acres of rights to gas in the New Albany shale in Kentucky, Illinois and Indiana. The New Albany shale is a formation containing gaseous hydrocarbons, and its acreage position has thickness of 50-300 feet at an average depth of 2,500-4,000 feet. CONSOL Energy has 249,000 net acres of Chattanooga Shale. It has 457,000 net acres of Huron shale in Kentucky and Virginia. During 2011, the Company drilled 254.9 net development wells and 47 net developmental wells.

Other Operations

CONSOL Energy provides other services to its own operations and others. These include land services, industrial supply services, terminal services, including break bulk, general cargo and warehouse services, and river and dock services water services. Fairmont Supply Company, which is CONSOL Energy�� subs! idiary, i! s a general-line distributor of mining, drilling, and industrial supplies in the United States. During 2011, approximately 12.6 million tons of coal was shipped through CNX Marine Terminal Inc.�� exporting terminal in the Port of Baltimore. CONSOL Energy�� river operations, located in Monessen, Pennsylvania, transport coal from its mines, coal from other mines and non-coal commodities from river loadout facilities located primarily along the Monongahela and Ohio Rivers in northern West Virginia and southwestern Pennsylvania.

As of December 31, 2011, it operated 22 towboats, five harbor boats and 625 barges. In 2011, its river vessels transported a total of 19.1 million tons of coal and other commodities, including 6.2 million tons of coal produced by CONSOL Energy mines. CONSOL Energy provides dock services for its mines, as well as for third parties at its Alicia Dock, located on the Monongahela River in Fayette County, Pennsylvania. Its subsidiary CNX Water Assets LLC acquires and develops existing sources of water used to support its coal and gas operations.

Advisors' Opinion:
  • [By Ben Levisohn]

    The market is running in place today but the VIX continues to drop and that could be a good sign for Boeing (BA), Xerox (XRX), Jacobs Engineering (JEC), Consol Energy (CNX) and Morgan Stanley (MS).

  • [By Aimee Duffy]

    Dollars for bills
    For the full-year 2012, the coal lobby had these big spenders to thank:

    Peabody Energy (NYSE: BTU  ) ��$5.5 million CONSOL Energy (NYSE: CNX  ) ��$3.9 million Alpha Natural Resources (NYSE: ANR  ) ��$2.6 million Arch Coal (NYSE: ACI  ) ��$1.8 million Patriot Coal (NASDAQOTH: PCXCQ  ) ��$1.1 million�

    Compared to the lobbying dollars its fossil fuel cousin big oil is spending, these numbers aren't that high. Given that the industry is in dire straits ��Patriot Coal has already gone bankrupt ��one would almost expect the numbers to be higher. But perhaps without these lobbying efforts, things would be far worse for coal. The coal lobby has risen steadily after a big uptick between 2004 and 2005, so let's see what issues are garnering the most cash these days.

Top 5 Logistics Stocks To Watch For 2014: Market Vectors Russia ETF (RSX)

Market Vectors-Russia ETF (the Fund) seeks to replicate as closely as possible the price and yield performance of the DAXglobal Russia+ Index (the Russia+ Index). The Russia+ Index includes a basket of securities of 30 of the most heavily traded Russian companies that have listings on global exchanges, either through an American depository receipt (ADR), a global depository receipt (GDR) or local Russian shares. The Russia+ Index, which was launched in March 2007, is a modified market capitalization-weighted index designed to track the movements of certain depository receipts (DRs) and stocks of publicly traded companies that are domiciled in Russia, and traded in Russia and on global exchanges. The Russia+ Index consists of companies with market capitalization greater than $150 million that have a daily average traded volume of at least $1 million over the past six months. The Russia+ Index includes energy companies, such as Lukoil, OAO Gazprom and Surgutneftgaz; utility company, Unified Energy Systems; steel manufacturing firms, such as Mechel OAO and Evraz Group SA; mining firm, JSC MMC Norilsk Nickel; communications firms, such as Mobile TeleSystems OJSC and Vimpel-Communications, and Sberbank.

The Fund will normally invest at least 80% of its total assets in stocks and depositary receipts (DRs) of publicly traded companies that are domiciled in Russia. Publicly traded companies that are domiciled in Russia means companies organized in, or for which the principal trading market is in Russia; companies that, alone or on a consolidated basis, have 50% or more of their assets invested in Russia, or companies that alone or on a consolidated basis derive 50% or more of their revenues primarily from either goods produced, sales made or services performed in Russia. The Fund, utilizing a passive or indexing investment approach, attempts to approximate the investment performance of the Russia+ Index by investing in a portfolio of securities that generally replicate the Russia+ Index. The Fund! will hold all of the securities that comprise the Russia+ Index in proportion to their weightings in the Russia+ Index. The Fund will normally invest at least 95% of its total assets in securities that comprise the Russia+ Index. The Russia+ Index is calculated and maintained by the Deutsche Borse (the Index Provider).

Advisors' Opinion:
  • [By Halia Pavliva]

    The Market Vectors Russia ETF (RSX), the biggest U.S.-traded exchange-traded fund that holds Russian shares, dropped 0.4 percent to $29.56, paring its October gain to 4.9 percent. The RTS Volatility Index, which measures expected swings in the index futures, added 4 percent to 23.48 in U.S. hours.

  • [By Louis Navellier]

    It is surreal to see how depressed Russian shares are, in general. They are still underwater since 2007, as measured by the Market Vectors Russia ETF (RSX) ��charted above vs. the S&P 500 ETF (SPY). The Russian economy has grown significantly since then, and so have the earnings and revenues of the mainstream Russian companies.

  • [By Vladimir Kuznetsov]

    The Bloomberg Russia-US gauge dropped to 103.69. The Market Vectors Russia ETF (RSX), the biggest U.S.-traded exchange-traded fund that holds Russian shares, slipped 0.7 percent to $29.34. The RTS Volatility Index, which measures expected swings in the index futures, dropped 2.3 percent to 22.78, while RTS stock-index futures decreased 0.5 percent to 147,960 in U.S. hours.

  • [By Dan Caplinger]

    The Dow Jones Industrials (DJINDICES: ^DJI  ) celebrated the apparent lessening of tension along the Ukraine-Russia border Tuesday, climbing almost 228 points and more than regaining all of the ground the average lost Monday. Whipsaws in the Russian market were even more dramatic, as the Market Vectors Russia ETF (NYSEMKT: RSX  ) gained 4% today after falling almost 7% Monday. As confusing as wildly thrashing markets can be for investors, the Dow's moves over the past two days serve as valuable experience that every investor can learn from. Let's take a look at three lessons from the Dow so far this week.

Top 5 Logistics Stocks To Watch For 2014: Actuate Corp (BIRT)

Actuate Corporation (Actuate), incorporated in November 1993, provides software and services to develop and deploy custom Business Intelligence and information applications. Actuate offers ActuateOne to develop and deploy Business Intelligence and Reporting Tools (BIRT)-based custom Business Intelligence and information applications focusing on browsers and mobile devices that deliver content hosted in cloud, software-as-a-service (SaaS) and on premises deployments. Its products and services are used by its customers to develop and deploy applications across a range of business functions, including financial management, sales management, account management, and customer self-service. Xenos solutions, based on Xenos Enterprise Server, loads, transforms and presents high volumes of data and documents across multiple channels. Actuate�� BIRT Spreadsheet products are Excel-based. In February 2014, Actuate Corporation announced the acquisition of legodo ag.

ActuateOne-Business Intelligence, Analytics and Reporting

Actuate offers a range of BIRT-based Business Intelligence (BI), analytics and reporting features within the integrated ActuateOne platform, providing 64-bit, in-memory analytics, user configurable dashboards, ad-hoc query, interactive mobile and Web content, brochure-quality reporting, and spreadsheet analysis. ActuateOne provides a platform upon which Global 9000 and packaged application software vendors develop and deploy BI and information applications. Such applications retrieve business information from databases, as well as print streams and deliver it as dashboards, interactive Web pages, spreadsheets, mobile content and analytic cubes to customers, partners and employees worldwide.

Xenos Enterprise Server Framework

Xenos Enterprise Server (ES) is an application that captures, identifies, routes, stores and retrieves structured and unstructured documents and data. Xenos ES supports the processing, extraction, transformation, repurposi! ng and personalization of structured and unstructured data in both legacy and SOA environments. Xenos ES distributes documents across multiple channels, such as Web, mobile and tablet devices in addition to providing interactivity and document analytics through its integration with ActuateOne.

Performance Analytics

Actuate BIRT Performance Analytics provides interactive dashboards, analytics, and scorecards. With Web interface, users across the enterprise can monitor operations, identify and analyze performance issues and enact initiatives.

BIRT Spreadsheet

Actuate�� BIRT Spreadsheet products deliver Excel-like reporting, formatting and calculation functionality within Java applications. Actuate BIRT Spreadsheet products can also leverage all the Actuate deployment options-embedded in applications or deployed cloud or on-premise enterprise environments.

The Company competes with Information Builders, Qlik Tech, Pentaho, Jaspersoft, MicroStrategy, IBM, Microsoft, Oracle and SAP.

Advisors' Opinion:
  • [By John Udovich]

    Yesterday, small cap business intelligence stock MicroStrategy Incorporated (NASDAQ: MSTR) surged 18.44%�after reporting better-than-expected third quarter earnings ��meaning it might be a good idea to take a closer look at it�along with�small cap peers Actuate Corporation (NASDAQ: BIRT) and Qlik Technologies Inc (NASDAQ: QLIK) to see what they might offer small cap investors. After all, everyone is being inundated with huge amounts of data from multiple sources, but its the following small cap stocks that provide software platforms to help customers try to make sense of it all:�

Top 5 Logistics Stocks To Watch For 2014: Meritor Inc (MTOR)

Meritor, Inc. (Meritor), incorporated on March 31, 2000, is a global supplier of a range of integrated systems and components to original equipment manufacturers (OEMs) and the aftermarket for the commercial vehicle, transportation and industrial sectors. The company serves commercial truck, trailer, off-highway, military, bus and coach and other industrial OEMs and certain aftermarkets. Its products are axles, undercarriages, drivelines, brakes and braking systems. Meritor serves a range of customers globally, including medium- and heavy-duty truck OEMs, specialty vehicle manufacturers, certain aftermarkets, and trailer producers. Its new business segments are Commercial Truck & Industrial; and Aftermarket & Trailer. On January 2, 2012, it completed the sale of its Commercial Truck manufacturing facility located in St. Priest, France to Renault Trucks SAS, an affiliate of AB Volvo.

The Company�� Commercial Truck segment supplies drivetrain systems and components, including axles, drivelines and braking and suspension systems, for medium- and heavy-duty trucks in North America, South America and Europe. The Industrial segment supplies drivetrain systems including axles, brakes, drivelines and suspensions for off-highway, military, construction, bus and coach, fire and emergency, and other industrial applications. This segment also includes all of its original equipment (OE) businesses in Asia Pacific, including all on- and off-highway activities. The Aftermarket & Trailer segment supplies axles, brakes, drivelines, suspension parts, and other replacement and re-manufactured parts, including transmissions, to commercial vehicle and industrial aftermarket customers. This segment also supplies a range of undercarriage products and systems for trailer applications in North America.

Axles, Undercarriage & Drivelines

The Company is a supplier of axles for medium- and heavy-duty commercial vehicles. Its truck axle product line includes a range of front steer axles and! rear drive axles. Its front steer and rear drive axles can be equipped with its cam, wedge or air disc brakes, automatic slack adjusters, complete wheel-end equipment, such as hubs, rotors and drums, and (through its WABCO Holdings, Inc. (WABCO) joint venture) anti-lock braking systems (ABS) and vehicle stability control systems.

The Company supplies heavy-duty axles for use in off-highway vehicle applications, including construction, material handling, and mining. It also supplies axles for use in medium- and heavy-duty military tactical wheeled vehicles in North America. It also supplies axles for use in buses, coaches and recreational vehicles, fire trucks and other specialty vehicles in North America, Asia Pacific and Europe.

The Company manufacturers heavy-duty trailer axles in North America. Its trailer axles are available in more than 40 models in capacities from 20,000 to 30,000 pounds for all heavy trailer applications and are available with its range of suspension modules, brake products, including drum brakes, disc brakes, anti-lock and trailer stability control systems, and ABS (through our WABCO joint venture). Its supplies universal joints and driveline components, including its Permalube universal joint and RPL Permalube driveline, which are lubricated designs used in the mileage on-highway market. It supplies drivelines in a range of global regions, for use in numerous on-highway vehicle applications, including construction, material handling and mining. It supplies transfer cases and drivelines for use in medium- and heavy-duty military tactical wheeled vehicles, principally in North America. It also supplies transfer cases for use in specialty vehicles in North America. Anti-lock brakes and stability control systems are also used in military vehicles and specialty vehicles. In addition, it supplies trailer air suspension systems and products with an increasing market presence in North America. It also supplies advanced suspension modules for use in light-, ! medium- a! nd heavy-duty military tactical wheeled vehicles, principally in North America. Through a joint venture, it develops, manufactures and sells truck suspensions, trailer axles and suspensions and related wheel-end products in the South American market.

Brakes and Braking Systems

The Company is an independent supplier of air brakes to medium- and heavy-duty commercial vehicle manufacturers in North America and Europe. Through manufacturing facilities located in North America, Asia Pacific and Europe, it manufactures a range of foundation air brakes, as well as automatic slack adjusters for brake systems. Its foundation air brake products include cam drum brakes, which offer lining life and tractor/trailer interchangeability; wedge drum brakes, which are lightweight and provide automatic internal wear adjustment; air disc brakes, and wheel-end components, such as hubs, drums and rotors. Its brakes and brake system components also are used in medium- and heavy-duty military tactical wheeled vehicles, principally in North America. It also supplies brakes for use in buses, coaches and recreational vehicles, fire trucks and other specialty vehicles in North America and Europe, and also supply brakes for commercial vehicles, buses and coaches in Asia Pacific.

Other Products

The Company sells other complimentary products, including third party and private label items, through its aftermarket distribution channels. These products are sold under master distribution or similar agreements with outside vendors and include brake shoes and friction materials; automatic slack adjusters; yokes and shafts; wheel-end hubs and drums; ABS and stability control systems; shock absorbers and air springs; air brakes, air systems, air dryers and compressors.

Advisors' Opinion:
  • [By Garrett Cook]

    Shares of Meritor (NYSE: MTOR) were 12.95 percent to $12.70 after the company reached a $500 million settlement with Eaton (NYSE: ETN) related to an anti-trust suit filed in 2006. The company’s board also authorized a repurchase of up to $210 million.

  • [By Roberto Pedone]

    Meritor (MTOR) is engaged in the supply of a range of integrated systems, modules and components to original equipment manufacturers and the aftermarket for commercial vehicle, transportation and industrial sectors. This stock closed up 0.87% to $8.16 in Tuesday's trading session.

    Tuesday's Range: $8.04-$8.30

    52-Week Range: $3.83-$8.50

    Tuesday's Volume: 644,000

    Three-Month Average Volume: 1.15 million

    From a technical perspective, MTOR spiked modestly higher here right above its 50-day moving average of $7.82 with lighter-than-average volume. This move is starting to push shares of MTOR within range of triggering a near-term breakout trade. That trade will hit if MTOR manages to take out some near-term overhead resistance levels at $8.47 to its 52-week high at $8.50 with high volume.

    Traders should now look for long-biased trades in MTOR as long as it's trending above its 50-day at $7.82 and then once it sustains a move or close above those breakout levels with volume that hits near or above 1.15 million shares. If that breakout hits soon, then MTOR will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $9 to $10.

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