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 Tangoe (NASDAQ: TNGO ) have danced higher today, up by 13% at the high, after the company announced a partnership with software giant SAP (NYSE: SAP ) .
So what: The two companies have inked a software development cooperation agreement, which will result in the integration of Tangoe's Mobile TEM software suite with SAP's mobile security offerings. Tangoe and SAP will develop interoperability between SAP's mobile device management software and Tangoe's logistics specialties.
Now what: SAP mobile exec Sanjay Poonen said that companies must take a "holistic view" of mobile ecosystems nowadays, which is why it is partnering with Tangoe's complementary services. Tangoe CEO Al Subbloie expressed that this could just be the beginning, saying the partnership could potentially become "a multi-phased relationship." Shares have given up some of their gains, in part due to broader market weakness.
Top 5 Gold Companies To Watch For 2015: Owens Corning Inc(OC)
Owens Corning engages in the provision of composite and building materials systems worldwide. It operates in two segments, Composites and Building Materials. The Composites segment manufactures, fabricates, and sells glass reinforcements in the form of fiber; and manufactures and sells glass fiber products in the form of fabrics, mat, veil, and other specialized products. Its products are used in pipe, roofing shingles, sporting goods, computers, telecommunications cables, boats, aircraft, defense, automotive, industrial containers, and wind-energy applications in the power and energy, housing, water distribution, industrial, transportation, consumer, and aerospace/military markets. This segment sells its products directly to parts molders and fabricators; and glass fiber and/or glass mat directly to shingle manufacturers. The Building Materials segment manufactures and sells fiberglass insulation into residential, commercial, industrial, and other markets for thermal and acoustical applications. It also offers glass fiber pipe insulation, and energy flexible duct media and foam insulation products, such as thermal and acoustical batts, loose fill insulation, foam sheathing, and accessories for use in home construction and remodeling; and manufactures residential roofing shingles and oxidized asphalt materials used in residential and commercial construction and specialty applications. This segment sells its insulation products, and shingles and roofing accessories to insulation installers, home centers, lumberyards, retailers, distributors, and contractors; and asphalt to roofing contractors and distributors for built-up roofing asphalt systems, as well as to manufacturers in the automotive, chemical, rubber, and construction industries. Owens Corning was founded in 1938 and is headquartered in Toledo, Ohio.
Advisors' Opinion:- [By Monica Gerson]
Owens Corning (NYSE: OC) is projected to report its Q3 earnings at $0.65 per share on revenue of $1.39 billion.
E*TRADE Financial (NASDAQ: ETFC) is expected to post its Q3 earnings at $0.17 per share on revenue of $419.41 million.
Top Logistics Stocks To Own For 2014: Pacific Biosciences of California Inc.(PACB)
Pacific Biosciences of California, Inc., a development stage company, develops, manufactures, and markets an integrated platform for genetic analysis. The company engages in developing a technology platform that enables single molecule, real-time (SMRT) for the detection of biological processes. It primarily focuses on the deoxyribonucleic acid sequencing market. The company?s product includes the PacBio RS, a sequencing platform, which consists of an instrument platform that uses its proprietary consumables, such as SMRT Cells and reagent kits. The company?s customers include genome centers, genomics service providers, and agricultural companies, as well as clinical, government, and academic institutions. Pacific Biosciences of California, Inc. was founded in 2000 and is headquartered in Menlo Park, California.
Advisors' Opinion:- [By Alex Planes]
However, Fool biotech expert Brian Orelli points out one big caveat: Once sequencing companies make these tests accessible, margins may collapse beyond the ability of volume sales to make up the difference. At least Illumina (and Life Tech) are in the driver's seat on margins, as it's unlikely that lesser-funded sequencing competitors Affymetrix (NASDAQ: AFFX ) and Pacific Biosciences (NASDAQ: PACB ) can muster the resources to push out sequencing at cost-effective scale before their peers.
- [By Geoff Gannon]
1. Steel Excel (SXCL)
2. FormFactor (FORM)
3. Imation (IMN)
4. Tuesday Morning (TUES)
5. Pacific Biosciences (PACB)
6. Maxygen (MAXY)
7. Westell (WSTL)
8. Volt Information Sciences (VISI)
9. Yasheng Group (YHGG)
Top Logistics Stocks To Own For 2014: Select Income REIT (SIR)
Select Income REIT, incorporated on December 19, 2011, is a real estate company that primarily owns and invests in single tenants, net leased properties. As of March 12, 2012, the Company owned 251 properties, or the Initial Properties, with a total of approximately 21.4 million rentable square feet. As of December 31, 2012, the Company acquired 16 properties from unrelated third parties with approximately 3.2 million rentable square feet. As of December 31, 2012, the Company owned 267 properties with approximately 24.6 million rentable square feet that were approximately 95.3% leased (based on rentable square feet). These properties consists of 229 properties located on the island of Oahu, HI, or the Company's Hawaii Properties, which included approximately 17.8 million rentable square feet that are primarily leased to industrial and commercial tenants and 38 office and industrial properties with approximately 6.8 million square feet located in 18 states throughout the mainland United States, or its Mainland Properties.
The Company's 267 properties were leased to 253 different tenants, with a weighted average remaining lease term of approximately 11.7 years. The Company's Mainland Properties generally consist of properties that are net leased to single tenants.
Advisors' Opinion:- [By Marc Bastow]
Select Income REIT (SIR), a real estate investment trust that owns single-tenant, net-leased properties, raised its quarterly dividend 4.5% to 46 cents per share, payable Nov. 20 to shareholders of record as of Oct. 24.
SIR Dividend Yield: 7.06%
Top Logistics Stocks To Own For 2014: Radian Group Inc.(RDN)
Radian Group Inc., through its subsidiaries, operates as a credit enhancement company in the United States. The company offers credit-related insurance coverage, primarily through private mortgage insurance, and risk management services to mortgage lending institutions. Its private mortgage insurance protects the holders of the company?s insurance from default-related losses on residential mortgage loans made generally to home buyers, as well as facilitates the sale of these mortgage loans in the secondary mortgage market. The company primarily serves mortgage originators, such as mortgage bankers, mortgage brokers, commercial banks, savings institutions, credit unions, and community banks. Radian Group Inc. was founded in 1977 and is headquartered in Philadelphia, Pennsylvania.
Advisors' Opinion:- [By Garrett Cook]
In trading on Friday, financial shares were relative laggards, down on the day by about 0.40 percent. Top losers in the sector included MGIC Investment (NYSE: MTG), down 11.9 percent, and Radian Group (NYSE: RDN), off 5.2 percent.
Top Logistics Stocks To Own For 2014: Netflix Inc.(NFLX)
Netflix, Inc. provides Internet subscription services for TV shows and movies in the United States and internationally. The company offers its subscribers to watch unlimited TV shows and movies streamed over the Internet to their TVs, computers, and mobile devices. It also provides standard definition DVDs and Blu-ray discs to its subscribers. The company was founded in 1997 and is headquartered in Los Gatos, California.
Advisors' Opinion:- [By David Dittman]
The reaction to the announcement thus far has been rather muted from a Comcast shareholder�� perspective. The key of course is execution, integrating the Time Warner Cable footprint and existing subscribers, leveraging increased scale into better terms with content providers, advancing broadband offerings to meet the challenges represented by Netflix (NSDQ: NFLX) and Amazon (NSDQ: AMZN) as well as Apple Inc�� (NSDQ: AAPL) Apple TV offering.
- [By Anders Bylund]
Netflix (NASDAQ: NFLX ) saw Microsoft (NASDAQ: MSFT ) ending support for the Silverlight plugin, which sits at the heart of Netflix video streams. So the digital video veteran started pushing for changes to the still-developing HTML5 standard for modern Web browsers, in order to support encrypted and tightly controlled media streams.
- [By Rex Crum]
Decliners also included Netflix Inc. (NFLX) , which fell more than 5% to close at $339.50 a share. Morgan Stanley analyst Scott Devitt cut his rating on Netflix to underweight, or sell, from equal weight citing growing competition from services such as Hulu Plus, HBO Go and Amazon Prime Instant Video.
- [By Travis Hoium]
Ready for cord-cutting
The potential for cord-cutting has been around for years but it's only now becoming realistically feasible. Netflix (NASDAQ: NFLX ) , Amazon (NASDAQ: AMZN ) Prime, and Hulu are often seen as the options for those looking to cut cable and ways for investors to get exposure. But I think Time Warner stock is a better option. Time Warner's HBO Go has quietly built a powerhouse in streaming, proving that media companies can build the infrastructure to handle streaming.
Top Logistics Stocks To Own 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 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
- [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.
Top Logistics Stocks To Own For 2014: Dollar Financial Corp.(DLLR)
DFC Global Corp. provides retail financial services to unbanked and under-banked consumers, and small businesses. Its primary products and services include short-term consumer loans, single-payment consumer loans, check cashing services, secured pawn loans, and gold buying services. The company also provides other retail services and products comprising money order and money transfer products, foreign currency exchange, VISA and MasterCard branded reloadable debit cards, electronic tax filing, bill payment, and prepaid local and long-distance phone services. In addition, it offers military installment loan and education services, such as fee based services to enlisted military personnel applying for loans to purchase new and used vehicles. The company provides its products and services through storefront locations, as well as via the Internet. As of August 25, 2011, it operated through a network of approximately 1,300 retail storefront locations. It operates its locations principally under the Money Mart, The Money Shop, mce, Insta-Cheques, Suttons and Robertson, The Check Cashing Store, Sefina, Helsingin Panttism, Optima, and Money Now in Canada, the United Kingdom, the United States, Poland, the Republic of Ireland, Sweden, and Finland. The company was formerly known as Dollar Financial Corp. and changed its name to DFC Global Corp. in August 2011. DFC Global Corp. was founded in 1990 and is headquartered in Berwyn, Pennsylvania.
Advisors' Opinion:- [By Anna Prior]
Among the companies with shares expected to actively trade in Wednesday’s session are Apollo Education Group Inc.(APOL), DFC Global Corp.(DLLR) and MannKind Corp.(MNKD)
- [By John Udovich]
Despite�a slow global economy and continued high unemployment in many countries, small cap payday or pawn stocks Cash Store Financial Services Inc (NYSE: CSFS), DFC Global Corp (NASDAQ: DLLR) and Cash America International, Inc (NYSE: CSH) have not exactly been performing well since the start of the year. In fact, these three stocks are the worst performers in the payday or pawn loan sector, down 38.5%, down 14.4% and up 4.6%, respectively, since the start of the year.
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