Sunday, June 8, 2014

Best Cheapest Companies To Invest In 2015

In an earlier article, we discussed measures for identifying the cheapest oil companies and provided a ranked valuation list. Companies at the top of this list tend to eventually get bought out. Or they get analyst upgrades that send them soaring. Pinecrest, which was at the top of the list published three weeks ago, has jumped 40% since then. Twin Butte is up 12%, despite going ex-dividend.

Here are the current top five companies in the list:

CompanySymbolEV/BOEPD/NetbackPrice/NAVEV/DACFPinecrest(PNCGF.PK)53564%4.0XLightstream(LSTMF.PK)131753%4.5XNovus(NOVUF.PK)133290%4.1XZargon(ZARFF.PK)138664%5.6XTwin Butte(TBTEF.PK)155885%5.5X

Of the larger companies, one that remains obstinately near the top of the list is Lightstream . Lightstream trades at 40% of its book value and a whopping 13.4% yield.

Best Cheapest Companies To Invest In 2015: LSB Industries Inc (LXU)

LSB Industries, Inc., incorporated on January 21, 1977, is a diversified holding company involved in manufacturing and marketing operations through its subsidiaries. The Company together with its wholly owned subsidiaries owns Chemical Business and Climate Control Business. Chemical Business manufactures and sells nitrogen-based chemical products produced from four facilities located in El Dorado, Arkansas; Cherokee, Alabama; Pryor, Oklahoma, and Baytown, Texas for the agricultural, industrial, and mining markets. Climate Control Business manufactures and sells a range of heating, ventilation and air conditioning (HVAC) products in the niche markets the Company serves consisting of geothermal and water source heat pumps, hydronic fan coils, large custom air handlers, modular geothermal and other chillers and other related products used to control the environment in commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems. On October 31, 2012, Zena Energy LLC acquired working interests in certain natural gas properties located in Wyoming County, Pennsylvania, within the Marcellus Shale.

Chemical Business

The Company�� products in the Chemical Business include high purity and commercial grade anhydrous ammonia for industrial and agricultural applications, industrial and fertilizer grade ammonium nitrate (AN), urea ammonium nitrate (UAN), sulfuric acids, nitric acids in various concentrations, nitrogen solutions, diesel exhaust fluid (DEF) and various other products. The Company�� Chemical Business is a supplier to chemical and industrial companies. Its other products include anhydrous ammonia, ammonium nitrate ammonia solution for agricultural applications, blended and regular nitric acid, mixed nitrating acids, and industrial grade AN and solutions for the mining industry. The Company sells hese agricultural products to farmers, ranchers, fertilizer dealers and distributors primarily in the ran! ch land and grain production markets in the United States. The Company�� Chemical Business establishes long-term relationships with wholesale agricultural distributors and retailers and also sells directly to agricultural end-users through its network of wholesale and retail distribution centers. The Company�� Chemical Business manufactures and sells industrial acids and other chemical products primarily to the polyurethane, paper, fibers, fuel additives, emission control, and electronics industries. Its Chemical Business is also a niche market supplier of industrial and high purity ammonia for many specialty applications, including the reduction of air emissions from power plants.

Climate Control Business

The Company�� Climate Control Business manufactures and sells a range of standard and custom designed geothermal and water source heat pumps and hydronic fan coils, as well as custom air handlers and modular chiller systems, including modular geothermal chillers and simultaneous heating and cooling modules. These products are for use in commercial/institutional and residential HVAC systems. Its products are installed in some of the commercial/institutional developments in the United States, including the Prudential Tower, Rockefeller Plaza, Trump Tower, Time Warner Center and many others. In addition, it has presence in the lodging sector with installations in numerous Hyatt, Marriott, Four Seasons, Starwood, Ritz Carlton and Hilton hotels, among others. Its Climate Control Business manufactures and distributes its products from seven facilities located in Oklahoma City, Oklahoma. The Company also provides geothermal heat pumps in residential and commercial/institutional applications. Its products are sold to the commercial/institutional markets, as well as single and multi-family residential new construction, renovation and replacements. The Company is a provider of hydronic fan coils targeting commercial and institutional markets. It manufactures its products in many! sizes an! d configurations, as required by the purchaser, to fit the space and capacity requirements of hotels, motels, schools, hospitals, apartment buildings, office buildings and other commercial/institutional or residential structures. The Climate Control Business sells its products primarily to mechanical contractors, original equipment manufacturers (OEMs) and distributors. Its Climate Control Business market includes commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems.

The Company competes with Agrium, CF Industries, Coffeyville Resources, Dyno Nobel, Koch, Potash Corporation, Yara International, Carrier, Trane, Nortek, McQuay, and Bosch.

Advisors' Opinion:
  • [By Roberto Pedone]

    LSB Industries (LXU) manufactures and sells geothermal and water source heat pumps and air handling products and chemical products. This stock closed up 4.6% at $33.72 in Friday's trading session.

    Friday's Volume: 543,000

    Three-Month Average Volume: 147,784

    Volume % Change: 252%

    From a technical perspective, LXU ripped higher here right above some near-term support at $31.45 and back above its 50-day moving average of $32.51 with heavy upside volume. This stock also flirted with its 200-day moving average at $35.22, before closing just below that level at $33.72.

    Traders should now look for long-biased trades in LXU as long as it's trending above its 50-day at $32.51 and then once it sustains a move or close above its 200-day at $35.22 to Friday's high of $36 with volume that's near or above 147,784 shares. If we get that move soon, then LXU will set up to re-test or possibly take out its next major overhead resistance levels at $40.37 to $42.79.

  • [By James E. Brumley]

    With a market cap of only $893 million, it's not like LSB Industries, Inc. (NYSE:LXU) is the kind of company that garners a ton of attention. On the other hand, over the past several months, LXU has garnered far more attention than it likely wanted. The turbulence seems to be mostly behind it, however, and though the stock is now overbought thanks to the proverbial clearing of the dust, for long-haul investors, LSB Industries may be worth a closer look.

Best Cheapest Companies To Invest In 2015: Marin Software Inc (MRIN)

Marin Software Incorporated, incorporated on March 16, 2006, provides cloud-based digital advertising management platform to advertisers and agencies. The Company�� Revenue Acquisition Management platform is a software-as-a-service (SaaS), analytics, workflow, and optimization solution for marketing professionals, enabling them to manage their digital advertising spend across search, display, social and mobile advertising channels. Its platform integrates with publishers, such as Baidu, Bing, Facebook, Google, Yahoo! and Yahoo! Japan, as well as Web analytics and ad-serving solutions, and key enterprise applications to enable marketers to measure the return on investment of their marketing programs.

The Company�� software platform serves as a system-of-record for advertising performance, revenue and conversion data and allows advertisers to correlate advertising spend to subsequent revenue outcomes or business events. It enables its customers to simultaneously run large-scale digital advertising campaigns across multiple publishers and channels, making it easy for marketers to create, publish, modify and optimize campaigns in real time.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    What: Shares of Marin Software (NYSE: MRIN  ) got clobbered today, down by as much as 21% after the company reported earnings.

    So what: Revenue in the first quarter totaled $17.2 million, which resulted in a non-GAAP net loss of $9.4 million, or $0.39 per share. The freshly public software maker saw gross margin decline to 57%, and its losses grew from a year ago. Investors obviously wanted more.

Hot Penny Stocks To Buy For 2015: VizStar Inc (VIZS)

VizStar, Inc. (VizStar), formerly Easy CD Yearbook, Inc., incorporated on June 27, 2006, is a development-stage company. The Company focuses to market software, which enables schools, clubs and organizations to produce their own multimedia yearbook. On June 11, 2010, Celestial Jets, Inc. (Celestial Jets) merged with the Company. Celestial Jets merged (the merger) with and into the Company�� wholly owned subsidiary, Celestial Acquisition Corp. Upon the merger, the name of Celestial Acquisition Corp. became Celestial Jets, Inc. In December 2012, the Company acquired Kimberly Parry Corporation.

A multimedia yearbook is a compact disc (CD)/ digital versatile disc (DVD), which contains video, photos, audio and text that is personal computer (PC) and Mac compatible. As of May 31, 2010, the Company had no revenues.

The Company competes with Yeardisk, Digital Journey LLC and Interactive Software Designs.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks VizStar Inc (OTCMKTS: VIZS), SOHM Inc (OTCMKTS: SHMN) and American Soil Technologies, Inc (OTCMKTS: SOYL) have been getting some attention in various investment newsletters with two out of three of these stocks being the subject of paid promotions. However, there is nothing wrong with some paid for attention so long as everything is properly disclosed, but its going to be up to investors and traders alike to ultimately decide whether any of these stocks have what it takes to be the next hot stock. With that in mind, here is a quick reality check about all three small cap stocks:

Best Cheapest Companies To Invest In 2015: 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 Ben Levisohn]

    Shares of Penn Virgina (PVA) have surged today after the oil & gas explorer had its target price raised to $12 at Howard Weil.

    Penn Virginia’s stock has been on the move during the last few weeks, but that’s no reason to bet against it, note Howard Weil’s Brian Corales and David Amoss. They write:

    Despite the ~38% move in the stock over the last couple of weeks, PVA has tremendous upside with current assets. The compelling acreage position in the Eagle Ford, where PVA has ~66,000 net acres, should fuel the necessary growth over the next decade. The Company has delineated the acreage block and has 10 years of engineered locations with the potential to almost double that via ~50-acre downspacing, which is the current development plan by both PVA and neighboring Eagle Ford peers. The underlying valuation remains one of the most compelling for onshore operators at just 55% of our NAV and just 3.7x 2014 EBITDA.

    Penn Virginia has gained 6.9% to $7.15 at 11:56 p.m. today, while Sanchez Energy (SN) has advanced 5.2% to $29.10, Abraxas Petroleum (AXAS) has risen 2.4% to $2.97 and Gulfport Energy (GPOR) is up 1.3% at $67.31.

Best Cheapest Companies To Invest In 2015: Jos. A. Bank Clothiers Inc.(JOSB)

Jos. A. Bank Clothiers, Inc. engages in designing, manufacturing, retailing, and direct marketing men?s tailored and casual clothing and accessories in the United States. The company?s product offerings include tuxedos, suits, shirts, vests, ties, sport coats, pants, sportswear, overcoats, sweaters, belts and braces, socks, and underwear. It sells its products primarily under the Jos. A. Bank label through its own and franchised stores, and catalogs, as well as the Internet at josbank.com. The company also sells branded shoes from various vendors. As of April 30, 2011, it operated 515 retail stores, which consists of 489 company-owned full-line stores, 12 company-owned outlet and factory stores, and 14 stores owned and operated by franchisees in 42 states and the District of Columbia. The company was founded in 1905 and is based in Hampstead, Maryland.

Advisors' Opinion:
  • [By Hibah Yousuf]

    Shares of Jos. A. Bank Clothiers (JOSB) declined after The Wall Street Journal reported that the company is in talks to buy fellow apparel retailer Eddie Bauer. The potential deal would be the latest twist in the battle between Jos. A. Bank and Men's Wearhouse (MW). Both retailers have offered to buy each other.

  • [By CNNMoney Staff]

    Men's Wearhouse (MW) shares spiked even though the company's board rejected a $2.4 bid from smaller rival Jos. A. Bank Clothiers (JOSB), setting the stage for another nasty battle for the men's apparel retailer.

Best Cheapest Companies To Invest In 2015: Redpoint Bio Corp (RPBC)

Redpoint Bio Corporation (Redpoint), incorporated in August 1995, is a development-stage biotechnology company. The Company leverages discoveries in the molecular biology of taste to discover and develop taste modulators for the food and beverage industries. Its food and beverage program has been focused on identifying flavor modifiers that improve the taste of ingredients. In June 2009, the Company announced that it had identified an all-natural sweetness enhancer, RP44. RP44 is Reb-C (rebaudioside C), a component of the stevia plant.

Sweetness Enhancer Program

Redpoint announced that it had identified RP44, an all-natural sweetness enhancer, in June 2009. In January 2010, it disclosed that RP44 is Reb-C (rebaudioside C), a component of the stevia plant. RP44 is derived from material found in the side stream of the Reb A production process. A purified component of stevia known as Reb A has received regulatory approval in the United States. Unlike Reb A, RP44 has a low intrinsic level of sweetness and therefore is not useful as a sweetener.

Diabetes and Obesity Drug Discovery Program

The Company�� initial programs focused on the modulation of the TRPm5 ion channel, a signaling element in taste sensation, in order to discover compounds that modulate the taste of food and beverage products. Redpoint initiated a program designed to leverage the research it had already conducted on the discovery of modulators of the TRPm5 ion channel to further explore opportunities for the discovery of diabetes or obesity therapeutics. TRPm5 modulators discovered at Redpoint have been shown to elicit the secretion of hormones known to play roles in metabolism in relevant model systems.

The Company competes with International Flavors & Fragrances Inc., Givaudan SA, Symrise, Firmenich, Senomyx, PureCircle Ltd, GLG Life Tech Corporation, Eli Lilly and Company, Amylin Pharmaceuticals, Merck & Co., Inc., Metabolex, Inc., OSI Pharmaceuticals, GlaxoSmithKline! , Arena Pharmaceuticals, Inc. and Johnson & Johnson.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Greenfield Farms Food Inc (OTCMKTS: GRAS), International Stem Cell Corp (OTCMKTS: ISCO) and Redpoint Bio Corporation (OTCMKTS: RPBC) have all been getting some extra attention lately in various investment newsletters. However, none of these small cap stocks appear to have been the subject or paid promotions or investor relations activities. So does that make any of them good bets for traders and investors alike? Here is a quick look and a reality check:

Best Cheapest Companies To Invest In 2015: Buckeye Partners L.P. (BPL)

Buckeye Partners, L.P. owns and operates refined petroleum products pipeline systems in the United States. Its Pipelines & Terminals segment transports refined petroleum products; and provides bulk storage and terminal throughput services in the continental United States. This segment owns and operates approximately 6,000 miles of pipeline serving approximately 110 delivery locations; and has 100 active products terminals with aggregate storage capacity of approximately 40 million barrels. The company’s International Operations segment provides marine terminal throughput, marine bulk storage, and other related services. This segment operates through two petroleum product terminals located on Grand Bahama Island, in The Bahamas and in Puerto Rico with an aggregate storage capacity of approximately 30 million barrels. Its Natural Gas Storage segment provides natural gas storage services through a facility with approximately 30 billion cubic feet of working natural gas storage capacity located in Northern California. The company’s Energy Services segment engages in the wholesale distribution of refined petroleum products, including gasoline; propane; ethanol; biodiesel; and petroleum distillates, such as heating oil, diesel fuel, and kerosene to wholesalers and commercial users. Its Development and Logistics segment provides contract operations, construction management, and asset development services to third-party pipeline and energy assets, and energy companies in the United States. This segment owns and operates 2 underground propane storage caverns with approximately 800,000 barrels of throughput and storage capability in Indiana and Illinois; and a 30-mile ammonia pipeline and 25 miles of pipeline in Texas. Buckeye GP LLC serves as the general partner of the company. Buckeye Partners, L.P. was founded in 1886 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Matt DiLallo]

    Buckeye Partners (NYSE: BPL  ) is one of the more unique master limited partnerships in the business. Its pipeline and terminal business is solely focused on transporting and storing petroleum products. Even more unique to Buckeye is its international pipeline and terminal business which provided 23.6% of the company's adjusted EBITDA last year. That segment, which we'll take a closer look at, should grow to become a much larger portion of its income given the exceptional opportunities it has to grow.�

  • [By Richard Band]

    After a disappointing 2012, Buckeye Partners (BPL) seems to be regaining its stride. On October 9, Buckeye announced it had signed a pact to buy 20 petroleum storage terminals, mostly on the East Coast, from Hess Corp. for $850 million. I expect this deal to give a noticeable lift to BPL�� cash flow in 2014, enabling the partnership to pick up the pace of its quarterly distributions. Current yield: 6.4%. Look for the cash payout to grow 4%��% a year over the long run, slightly below the industry average (because Buckeye�� pipelines mainly transport refined products like gasoline and jet fuel, as opposed to crude oil direct from the fields). Nearly all of BPL�� debt carries a fixed rate�� helpful ��nsurance policy��if interest rates go up.

Best Cheapest Companies To Invest In 2015: Pioneer Southwest Energy Partners L.P.(PSE)

Pioneer Southwest Energy Partners L.P. engages in the ownership and acquisition of oil and natural gas properties in the United States. As of December 31, 2009, it had non-operated working interests in approximately 1,155 producing wells located in the Spraberry field in the Permian Basin of west Texas. Pioneer Natural Resources GP LLC serves as the general partner of the company. The company was founded in 2007 and is based in Irving, Texas. Pioneer Southwest Energy Partners L.P. is a subsidiary of Pioneer Natural Resources USA, Inc.

Advisors' Opinion:
  • [By Robert Rapier]

    Pioneer Southwest Energy Partners (NYSE: PSE) closes out the top five MLP performers for the year with a gain of 87 percent. However, units of this Texas-based upstream MLP that owned more than 1,100 wells in the Permian Basin area are no longer available, as the partnership merged with sponsor Pioneer Natural Resources (NYSE: PXD) on Dec. 17.

Best Cheapest Companies To Invest In 2015: First Republic Bank (FRC)

First Republic Bank is a full-service bank and wealth management firm. First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management, including investment, trust and brokerage services. The Company specializes in delivering service through offices in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Greenwich and New York City. The Company's products and services include residential lending, commercial real estate lending, personal lending, private business banking, deposit services, trust services, brokerage services and investment management services. Investment advisory services are provided by First Republic Investment Management, Inc. Trust services are provided by First Republic Trust Company. Brokerage services are offered through First Republic Securities Company, LLC. In March 2012, the Company announced the opening of a new trust company.

The Company offers full-service banking on both coasts, including free online banking, free bill pay and free access to over 800, 000 automated teller machines (ATMs) worldwide. Its private business banking provides specialized services for accounting firms, architecture and design, art and antique dealers, business management firms, business partnership, entertainment/media, entrepreneurs, family offices, financial services, independent school, investment firms, law firms, medical firms, non-profit organizations, private equity funds, property management firms, real estate investors, venture capital funds, wineries, and yacht, golf, city and country clubs. The Company�� private wealth management offers customized investment management, trust, and brokerage services for individuals, trust endowments, and pension plans. Wealth management services include asset allocation, trust administration and custody, portfolio management, financial and estate planning, manager selection and comprehensive brokerage services.

Advisors' Opinion:
  • [By Monica Gerson]

    First Republic Bank (NYSE: FRC) is estimated to report its Q3 earnings at $0.76 per share on revenue of $320.72 million.

    Renasant (NASDAQ: RNST) is expected to post its Q3 earnings at $0.31 per share on revenue of $60.87 million.

Best Cheapest Companies To Invest In 2015: Fuel Tech Inc.(FTEK)

Fuel Tech, Inc. uses a suite of advanced technologies to provide boiler optimization, efficiency improvement, and air pollution reduction and control solutions to utility and industrial customers worldwide. It operates through two segments, Air Pollution Control Technologies and FUEL CHEM Technologies. The Air Pollution Control Technologies segment includes technologies, such as low and ultra low NOx Burners, over-fire air systems, NOxOUT and HERT selective non-catalytic reduction systems, and advanced selective catalytic reduction systems to reduce NOx emissions in flue gas from boilers, incinerators, furnaces, and other stationary combustion sources. This segment distributes its products through direct sales force and agents. The FUEL CHEM Technologies segment uses chemical processes in combination with advanced computational fluid dynamics and chemical kinetics modeling boiler modeling for the control of slagging, fouling, corrosion, opacity, and other sulfur trioxide-r elated issues in furnaces and boilers through the addition of chemicals into the furnace using Targeted In-Furnace Injection technology. This segment?s programs improve the efficiency, reliability, and environmental status of plants operating in the electric utility, industrial, pulp and paper, waste-to-energy, university, and district heating markets; and are installed on combustion units in North America, Europe, China, and India for treating various solid and liquid fuels, including coal, heavy oil, biomass, and municipal waste. It provides operational, financial, and environmental benefits to owners of boilers, furnaces, and other combustion units. The company was founded in 1987 and is headquartered in Warrenville, Illinois.

Advisors' Opinion:
  • [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]

    Fuel Tech Inc.(FTEK) said its revenue fell 9% in the fourth quarter, dragged down by declines in its air pollution control segment. Revenue and earnings fell short of market expectations. Shares dropped 18% to $5.65 premarket.

  • [By Roberto Pedone]

    Another under-$10 stock that's starting to move within range of triggering a big breakout trade is Fuel-Tech (FTEK), which uses a suite of advanced technologies to provide boiler optimization, efficiency improvement and air pollution reduction and control solutions to utility and industrial customers. This stock is off to a slow start in 2013, with shares up just 7% so far.

    If you take a look at the chart for Fuel Tech, you'll notice that this stock has entered a tight consolidation chart pattern over the last month, with shares moving between $4.19 on the downside and $4.78 a share on the upside. Shares of FTEK are now starting to trend higher and move within range of triggering a big breakout trade above the upper-end of its recent sideways trading chart pattern.

    Market players should now look for long-biased trades in FTEK if it manages to break out above some near-term overhead resistance levels at $4.66 to $4.68 a share and then once it takes out more resistance at $4.78 to its 52-week high at $5.20 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 77,549 shares. If that breakout hits soon, then FTEK will set up to enter new 52-week high territory, which is bullish technical price action. Some possible upside targets of that breakout are $5.50 to $6, or even $7 a share.

    Traders can look to buy FTEK off weakness to anticipate that breakout and simply use a stop that sits right below its 50-day at $4.33 a share, or just below its 200-day at $4.14 a share. One can also buy FTEK off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Wallace Witkowski]

    Shares of Fuel Tech Inc. (FTEK) �fell 15% to $5.86 on moderate volume. The air-pollution control technology company reported fourth-quarter earnings of 2 cents a share on revenue of $24.2 million. Only two analysts on FactSet estimated earnings averaging at 7 cents a share, while only one expected revenue of $28 million.

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