Short-sellers can't seem to get enough of lululemon athletica (NASDAQ: LULU ) and Tesla Motors (NASDAQ: TSLA ) . These are just two of a handful of stock picks that have recently proved that naysayers wrong. In fact, both of these stocks hit fresh 52-week highs this month. But have these names gotten ahead of themselves, or is there more upside from here? Let's take a closer look at whether these stocks can continue to beat the shorts in the month ahead.
Lululemon
The athletic-apparel retailer has bounced back from its March lows, which were a result of a massive recall and wider quality-control issues. Short-sellers rushed into this stock two months ago, after the company was forced to pull more than 17% of its signature luon pants from store shelves because the fabric was too sheer.
However, short sellers certainly felt the squeeze this month, when shares of Lululemon climbed to a new 52-week high of $82. With the run-up in the stock this month, short-sellers are looking for another entry point -- although I'd wait for the company to report earnings on June 10 before betting against it. Lululemon is known for giving conservative guidance.
Hot Wireless Telecom Stocks To Invest In 2016: National CineMedia Inc.(NCMI)
National CineMedia, Inc., through its subsidiaries, operates a digital in-theatre network in North America. It develops, produces, sells, and distributes various versions of a branded, pre-feature entertainment, and advertising program called ?FirstLook? on theatre screens and advertising programming on its lobby entertainment network; and sells various forms of advertising and promotions in theatre lobbies. The company distributes Fathom business and consumer entertainment events through digital content network and live digital broadcast network utilizing its proprietary digital content software. It also facilitates business meetings, church services, and corporate marketing/communication events in the movie theatres throughout its theatre network; and distributes entertainment programming products, which include live and pre-recorded concerts, opera, symphony, concert and DVD product releases, theatrical premieres, Broadway plays, and other music events, as well as live sports and other special events. In addition, the company provides its services to third-party theatre circuits through network affiliate agreements. As of August 4, 2011, its advertising network had approximately 18,100 digital screens. The company was founded in 2005 and is headquartered in Centennial, Colorado.
Advisors' Opinion:- [By Lisa Levin]
National CineMedia (NASDAQ: NCMI) shares climbed 7.15% to $13.33. The volume of National CineMedia shares traded was 1705% higher than normal. National CineMedia reported Q3 net income of $4.8 million on revenue of $100.8 million. MKM Partners downgraded National CineMedia from Buy to Neutral and lowered the price target from $20.00 to $13.00.
Hot Quality Stocks To Own Right Now: Airgas Inc.(ARG)
Airgas, Inc., through its subsidiaries, distributes industrial, medical, and specialty gases, as well as hardgoods in the United States. The company offers various gases, including nitrogen, oxygen, argon, helium, and hydrogen; welding and fuel gases, such as acetylene, propylene, and propane; and carbon dioxide, nitrous oxide, ultra high purity grades, special application blends, and process chemicals. Its hardgoods products comprise welding consumables and equipment, safety products, and construction supplies, as well as maintenance, repair, and operating supplies. The company also engages in the rental of gas cylinders, cryogenic liquid containers, bulk storage tanks, tube trailers, and welding and welding related equipment. In addition, the company manufactures and distributes liquid carbon dioxide, dry ice, nitrous oxide, ammonia, refrigerant gases, and atmospheric merchant gases. It serves repair and maintenance, industrial manufacturing, energy and infrastructure co nstruction, medical, petrochemical, food and beverage, retail and wholesale, analytical, utilities, and transportation industries. The company operates an integrated network of approximately 1100 locations, including branches, retail stores, packaged gas fill plants, specialty gas labs, production facilities, and distribution centers. Additionally, it provides retail solutions to retail customers, such as florists, grocers, restaurants and bars, tire and automotive service centers, and others. The company markets its products through multiple sales channels, including branch-based sales representatives, retail stores, strategic customer account programs, telesales, catalogs, e-business, and independent distributors. Airgas, Inc. was founded in 1982 and is based in Radnor, Pennsylvania.
Advisors' Opinion:- [By Monica Gerson]
Airgas (NYSE: ARG) is expected to report its Q2 earnings at $1.22 per share on revenue of $1.28 billion.
The Boeing Company (NYSE: BA) is estimated to report its Q3 earnings at $1.55 per share on revenue of $21.68 billion.
- [By Ben Levisohn]
The one problem: Air Products & Chemicals valuation. “[Air Products & Chemicals] has generally been at a discount to [Praxair] in the last five years due to its mix and more volatile performance, but closed the gap last year on activist involvement and potential restructuring,” Yang and Amadeo note.�Air Products & Chemicals trades at 21 times 2015 earnings, in line with Airgas’s (ARG) P/E ratio of 21.5 but well above Praxair’s 18.5 times.
Hot Quality Stocks To Own Right Now: Ramelius Resources Ltd (RMS)
Ramelius Resources Limited is engaged in exploration, mine development, mine operations, the sale of gold and milling services. The Company operates in three segments: Exploration, Burbanks, and Mt Magnet. The Company�� exploration project includes Mt Magnet Project, Mt Windsor Joint Venture, Nevada Project, Vivien Project and Coogee Project. The Mt Magnet gold project is located 600 kilometer north of Perth in the Murchison Goldfield of the Western Australian Yilgarn Craton. The Western Queen South project is located 90 kilometer north-west of Mt Magnet. The Burbanks Treatment Plant is located 8 kilometer south of the town of Coolgardie and 65 kilometer from the Wattle Dam Gold Mine. The Vivien gold deposit is located near the Agnew Gold Mine, west of the town of Leinster in Western Australia. The Coogee gold deposit is located on mining lease 26/477, 23 kilometer east northeast of Kambalda. In October 2013, the Company acquired Vivien gold project. Advisors' Opinion:- [By Namitha Jagadeesh]
Hermes (RMS) added 2.1 percent to 253.70 euros. The French maker of Kelly bags reported first-half operating profit rose 14 percent to 584.1 million euros ($773.6 million), exceeding the 569 million-euro average estimate of analysts in a Bloomberg survey. It also confirmed its July forecast that sales in 2013, excluding currency swings, will increase more than 10 percent.
Hot Quality Stocks To Own Right Now: Oak Ridge Energy Technologies Inc (OKME)
Oak Ridge Energy Technologies, Inc., formerly Oak Ridge Micro-Energy, Inc., incorporated on August 15, 1986, is a development-stage company. The Company licenses thin-film, solid-state batteries for industrial, government, and medical applications. The Company�� thin-film battery is rechargeable, lithium-based, and the active battery layers are thinner than common plastic wrap.
The Company�� batteries are intended for applications, such as wireless smart sensors, which operate in harsh environments, security cards, radio frequency identification (RFID) tags, semiconductor non-volatile memory chips, and implantable medical devices. Its prototype cells on ceramic substrates supplied to customers are 0.024 of an inch (0.62 millimeters) thick. Thin-film lithium and lithium-ion batteries are ideally suited for a variety of applications where a small power source is needed.
The Company competes with Infinite Power Solutions, Inc., Front Edge Technology, Inc., Cymbet Corporation, Teledyne Electronic Technologies, Excellatron and Planar Energy Devices, Inc.
Advisors' Opinion:- [By CRWE]
Today, OKME has shed (-7.69%) down -0.050 at $.600 with 2,446 shares in play thus far (ref. google finance Delayed: 9:56AM EDT July 15, 2013), but don�� let this get you down.
Oak Ridge Micro-Energy, Inc. previously reported a strategic US $2.5M investment by Precept Fund Management SPC�� on behalf of Prescient Fund SP into the revitalised US battery company Oak Ridge Micro-Energy.
Mr. Steve Barber, Principal of Precept Investment Management Limited, the investment manager of Precept Fund Management SPC said:
��lobally the energy storage sector is projected to be a US$60 Billion market by 2020. Precept�� $2.5m placement into OKME is a strategic move by the fund to secure a significant share of this exciting company and the growth potential of the battery market. Our opinion is that OKME has a world leading technical and commercial team, a focused business development strategy and the reputation to be a key player in the US and global battery market. OKME is one of only two investment targets the Fund identified after an in-depth analysis of the energy storage market. The other is a Swiss battery company named Leclanche. Precept is a long-term, active participation, value investor, and we look forward to a long and rewarding relationship with OKME.��/p>
- [By CRWE]
Today, OKME has surged (+6.67%) up +0.050 at $.800 with 10,090 shares in play thus far (ref. google finance Delayed: 10:52AM EDT July 18, 2013).
Oak Ridge Micro-Energy, Inc. previously reported a strategic US $2.5M investment by Precept Fund Management SPC�� on behalf of Prescient Fund SP into the revitalised US battery company Oak Ridge Micro-Energy.
Mr. Steve Barber, Principal of Precept Investment Management Limited, the investment manager of Precept Fund Management SPC said:
��lobally the energy storage sector is projected to be a US$60 Billion market by 2020. Precept�� $2.5m placement into OKME is a strategic move by the fund to secure a significant share of this exciting company and the growth potential of the battery market. Our opinion is that OKME has a world leading technical and commercial team, a focused business development strategy and the reputation to be a key player in the US and global battery market. OKME is one of only two investment targets the Fund identified after an in-depth analysis of the energy storage market. The other is a Swiss battery company named Leclanche. Precept is a long-term, active participation, value investor, and we look forward to a long and rewarding relationship with OKME.��/p>
Hot Quality Stocks To Own Right Now: Niska Gas Storage Partners LLC (NKA)
Niska Gas Storage Partners LLC owns and operates natural gas storage assets in North America. It owns or contracts for approximately 185.5 billion cubic feet of total gas storage capacity. The company owns and operates gas storage facilities in Alberta, Canada, as well as in northern California and Oklahoma, the United States. Its gas storage customers include financial institutions, producers, marketers, power generators, pipelines, and municipalities. The company was founded in 2006 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Friday, energy shares were relative leaders, up on the day by about 0.06 percent. Among the leading sector stocks, gains came from Equal Energy (NYSE: EQU) and Niska Gas Storage Partners LLC (NYSE: NKA). Financial sector was the leading decliner in the US market today. - [By Emma O��rien]
S&P 500 futures lost 0.8 percent by 7:22 a.m. in Tokyo, after the measure slid 1.1 percent last week in its first decline this month. Contracts on Australia�� S&P/ASX 200 Index dropped 0.2 percent and Nikkei 225 Stock Average (NKA) futures lost 0.5 percent by 3 a.m. in Osaka. The greenback retreated 0.3 percent to 97.91 yen, while U.S. Treasury futures climbed. West Texas Intermediate oil and copper futures sank 0.8 percent.
- [By Seth Jayson]
Niska Gas Storage Partners (NYSE: NKA ) reported earnings on May 9. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q4), Niska Gas Storage Partners whiffed on revenues and crushed expectations on earnings per share. - [By Seth Jayson]
Niska Gas Storage Partners (NYSE: NKA ) is expected to report Q1 earnings on Aug. 1. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Niska Gas Storage Partners's revenues will contract -1908.0% and EPS will contract -9.5%.
Hot Quality Stocks To Own Right Now: Golden Minerals Co (AUM)
Golden Minerals Company (Golden Minerals), incorporated March 6, 2009, is a mining company. The Company owns and operates the Velardena and Chicago precious metals mining operations (the Velardena Operations) in the State of Durango, Mexico, the El Quevar advanced exploration property in the province of Salta, Argentina, and a diversified portfolio of precious metals and other mineral exploration properties located in the regions of Mexico and South America.
Velardena Operations
The Velardena Operations consists of two underground mines and two processing plants within the Velardena mining district, which is located in the municipality of Cuencame, in the northeast quadrant of the State of Durango, Mexico, approximately 65 kilometers southwest of the city of Torreon, Coahuila and approximately 140 kilometers northeast of the city of Durango, the capital of the State of Durango. Of the two underground mines consisting the Velardena Operations, the Velardena mine includes three different vein systems, including the Santa Juana, San Juanes and San Mateo systems. The second mine, the Chicago mine, is a producing mine located on the Chicago property approximately two kilometers south of the Velardena property.
The Company owns a 300 ton-per-day flotation sulfide mill situated near the town of Velardena. The mill has fully operational lead, zinc, and pyrite flotation circuits which produce lead, zinc and pyrite concentrates from the sulfide ore. The Company also own a conventional 550 ton-per-day cyanide leach oxide mill with a Merrill Crowe precipitation circuit and new installed flotation circuit, which is located adjacent to its Chicago mine. The mill is used to process oxide and mixed sulfide/oxide material from the Velardena Operations.
El Quevar
The Company's El Quevar silver project is located in the San Antonio de los Cobres municipality, Salta Province, in the altiplano region of northwestern Argentina, approximately 300 kilometers by! road northwest of the city of Salta, the capital city of the province. The El Quevar project is located near Nevado Peak with altitudes at the concessions ranging from 3,800 to 6,130 meters above sea level. The El Quevar project is consists of 32 exploitation concessions. The Company holds 31 of the concessions directly, and the Company controls the Nevado I concession, located approximately four kilometers from the Yaxtche target.
Zacatecas (Mexico)
The Zacatecas Mining District is located in the central part of Mexico, in the Faja de Plata mineral belt. The Company's Zacatecas project surrounds the municipalities of Zacatecas, Veta Grande, Guadalupe, Panuco, and Morelos in the state of Zacatecas, Mexico. The Company owns approximately 195 concessions totaling approximately 8,600 hectares in the Zacatecas project.
San Diego (Mexico)
The San Diego property, located in the State of Durango, Mexico, is situated approximately nine kilometers northeast of the Velardena property and contains the La Cruz-La Rata and El Trovador mines as well as a number of other shallower shafts which were sunk on narrower veins such as the Cantarranas, Montanez and El Jal. During the year ended December 31, 2012, a Phase VI drilling program was completed, which included five drill holes totaling 5,500 meters.
Advisors' Opinion:- [By Joshi Madhavi]
The company gets its revenues from two types of fees: management fees which are linked to the assets under management (AUM) and performance fees which can be quite volatile. Over the last five years AUM have increased by around 4% per annum from the low at the end of 2008. However, revenues have decreased by around 7% per annum. Performance fees have held up okay since 2008, but management fees have taken a big hit. Since revenues are dependent on the average AUM over the whole year, let�� look at revenues from 2009 ��they have grown by around 6.5% per annum in this case. Institutional clients are more sticky and stable compared to retail, but the company has not managed to increase AUM from this source substantially over the last five years.
No comments:
Post a Comment