Wednesday, September 10, 2014

Best Logistics Companies To Invest In 2014

The Department of Defense's contract-awarding machine kicked into high gear Tuesday, as the Pentagon issued a total of 16 contracts worth a combined $2.7 billion.

Among the larger contracts awarded was a $157.3 million maximum cost-plus-fixed-fee contract hiring Computer Sciences Corporation (NYSE: CSC  ) subsidiary DynPort Vaccine Company LLC to develop a "prophylactic and medical countermeasure to prevent the effects of organophosphorus nerve agents" -- essentially, an antidote to nerve gas.

Boeing (NYSE: BA  ) received two smaller contracts awards:

a $27.5 million modification to a previously awarded firm-fixed-price contract to provide logistics services supporting low rate initial production of its P-8A Poseidon Multi-Mission Maritime aircraft. This contract should be complete by June 2016; and an $18.3 million modification to a previously awarded firm-fixed-price contract funding the procurement of "long lead material" needed to build Apache attack helicopters.

Also, Chicago Bridge & Iron (NYSE: CBI  ) subsidiary Shaw Environmental won a $10 million modification to a previously awarded cost-plus-fixed-fee contract to provide remediation and excavation services at the Maywood Superfund site in New Jersey.

10 Best India Stocks To Buy Right Now: Valero Energy Corporation(VLO)

Valero Energy Corporation operates as an independent petroleum refining and marketing company. The company operates through three segments: Refining, Ethanol, and Retail. The Refining segment engages in refining, wholesale marketing, product supply and distribution, and transportation operations. It produces conventional gasoline, distillates, jet fuel, asphalt, petrochemicals, lubricants, and other refined products. This segment also offers conventional blendstock for oxygenate blending, reformulated gasoline blendstock for oxygenate blending, gasoline meeting the specifications of the California Air Resources Board (CARB), CARB diesel fuel, low-sulfur and ultra-low-sulfur diesel fuel. The Ethanol segment produces ethanol and distillers grains. The Retail segment sells transportation fuels at retail stores and unattended self-service cardlocks; convenience store merchandise and services in retail stores; and home heating oil to residential customers. Valero Energy Corpora tion markets its refined products through bulk and rack marketing network; and sells refined products through a network of approximately 6,800 retail and wholesale branded outlets under the Valero, Diamond Shamrock, Shamrock, Ultramar, Beacon, and Texaco names in the United States, Canada, the United Kingdom, Aruba, and Ireland. As of December 31, 2011, it owned 16 petroleum refineries with a combined throughput capacity of approximately 3.0 million barrels per day; and operated 10 ethanol plants with a combined nameplate production capacity of approximately 1.1 billion gallons per year. The company was formerly known as Valero Refining and Marketing Company and changed its name to Valero Energy Corporation in August 1997. Valero Energy Corporation was founded in 1955 and is based in San Antonio, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    The tragedy of exports
    With new calls for energy independence in the U.S., many Americans don't understand why gas prices remain so high. The reason is simple: With prices for refined products largely set by international markets, it has become more lucrative to export gasoline than to keep it for domestic consumption and reduce local prices. Valero (NYSE: VLO  ) and Phillips 66 (NYSE: PSX  ) are massive exporters of gasoline and other refined products, and the differential between U.S. crude prices and those in international oil markets has only made those exports grow.

  • [By Paul Ausick]

    Big Earnings Movers: Apple Inc. (NASDAQ: AAPL) is down 2.4% at $517.02 after reporting solid earnings that just weren�� good enough for investors. Pfizer Inc. (NYSE: PFE) is up 1.7% at $31.27�on positive earnings. 3D Systems Corp. (NYSE: DDD) is up 4.3% at $59.45 after investors decided that lower EPS guidance was not a bad thing. Valero Energy Corp. (NYSE: VLO) is up 1.9% at $40.21 after beating low expectations and offering some encouraging words on margins. Nokia Corp. (NYSE: NOK) is up 10.4% at $7.45 on better-than-expected earnings.

Best Logistics Companies To Invest In 2014: George Risk Industries Inc (RSKIA)

George Risk Industries, Inc. (GRI), incorporated on February 21, 1961, is engaged in the design, manufacture and sale of computer keyboards, push button switches, burglar alarm components and systems, pool alarms, thermostats, EZ Duct wire covers and water sensors. GRI is a diversified manufacturer of electronic components, consisting of the security industries variety of door and window contact switches, environmental products, proximity switches and custom keyboards. The Company operates in two segments: security alarm products and security alarm products GRI�� security burglar alarm products comprise approximately 84% of net revenues and are sold through distributors and alarm dealers/installers. These products are used for residential, commercial, industrial and government installations. Its products include security products/ magnetic reed switches, data entry peripherals, pushbutton switches, custom engraved keycaps and proximity sensors.

The security segment has approximately 3,000 customers. One of the distributors, ADI accounts for approximately 40% of the Company's sales of these products. The keyboard segment has approximately 800 customers. Keyboard products are sold to original equipment manufacturers to their specifications and to distributors of off-the-shelf keyboards of proprietary design. GRI owns and operates its main manufacturing plant and offices in Kimball, Nebraska with a satellite plant 40 miles away in Gering, Nebraska.

Advisors' Opinion:
  • [By Geoff Gannon]

    So, I think of simple industries as food, entertainment, etc. And anything where logistics provide a competitive advantage. I mentioned a company I own shares of ��George Risk Industries (RSKIA) ��before. Its advantage is the ability to deliver a cheap product on time. They can't produce the product for less than the competition. If the purchase price was huge relative to what the end customer was purchasing as part of the same activity (the end customer is construction in this case) price competition would be important. Instead, delivery is important.

Best Logistics Companies To Invest In 2014: Artek Exploration Ltd (ARKXF.PK)

Artek Exploration Ltd. (Artek) is a junior oil and gas company engaged in the exploration for, and the acquisition, development and production of, oil and natural gas reserves in western Canada. Artek's principal properties include Peace River Arch, Alberta; Deep Basin, Alberta and British Columbia; Inga/Fireweed, British Columbia, and Central Alberta. During the year ended December 31, 2011, the Company drilled six gross (3.7 net) wells, including two gross (1.6 net) oil wells and four gross (2.1 net) natural gas wells. On June 20, 2012, it had drilled and completed its second of a seven horizontal well program (60% working interest) at its Doig natural gas and condensate pool in the Inga area of British Columbia. On January 1, 2012, the Company divested 33% of its non-operated oil and gas assets in the Leduc Woodbend area. In August 2013, the Company announced that it has completed the acquisition of Fireweed asset. Advisors' Opinion:
  • [By Value Digger]

    As peers, I selected Artek Exploration (ARKXF.PK), RMP Energy (OEXFF.PK), Synergy Resources (SYRG) and Magnum Hunter Resources (MHR). The first two firms trade also on the main Toronto board under the tickers RTK.TO and RMP.TO respectively. These peers comply with the following criteria:

Best Logistics Companies To Invest In 2014: Endurance Gold Corp (EDG)

Endurance Gold Corporation (Endurance) is a precious and rare metals exploration, acquisition and development company focused on the mineral properties in North America. The Company�� properties are in the exploration stage. Endurance�� commodity focus is on gold, rare earth, nickel and copper. Endurance�� properties include Bandito property, Fuego Property, Pardo Gold Property, Nechako Gold Property, Rattlesnake - Natrona Gold Property, McCord Gold Property, Vana Gold Property and Elephant Mountain Gold Property. The Company�� other properties in Canada includes BQ-Endurance Property and Virginia Silver Property. The Nechako Gold Property consists of several mineral claims located within the Cariboo Mining Division, West of Quesnel in British Columbia. Rattlesnake-Natrona Gold Project includes 10 properties totaling over 3,840-acres in the Rattlesnake Hills area of Wyoming. During the year ended December 31, 2011, its claims on BQ-Endurance and Virginia Silver properties were expired. Advisors' Opinion:
  • [By Monica Wolfe]

    Edgen Group (EDG)

    Gabelli made his first buy into Egden last week, buying 339,154 shares. The guru bought these shares at $12 per share. He holds 0.78% of the company�� shares outstanding, and his new buy makes him the only guru shareholder with a stake in Edgen Group

  • [By Lauren Pollock]

    Among the companies with shares expected to actively trade in Tuesday’s session are Diamond Foods Inc.(DMND), Edgen Group Inc.(EDG) and Lexicon Pharmaceuticals Inc.(LXRX)

Best Logistics Companies To Invest In 2014: SanDisk Corporation(SNDK)

Sandisk Corporation designs, develops, and manufactures NAND flash memory storage solutions that are used in various consumer electronics products. The company offers removable cards under the SanDisk Ultra, SanDisk Extreme, and SanDisk Extreme PRO brands; embedded products under the iNAND brand; universal serial bus (USB) flash drives under the Cruzer brand; digital media players under the Sansa brand; solid state drives under the Lightning brand; and wafers and memory components. Its removable card products are used in a range of consumer electronics devices, including mobile phones, digital cameras, gaming devices, and laptop computers; and embedded flash products are used in mobile phones, tablets, ultrabooks, eReaders, global positioning system devices, gaming systems, imaging devices, and computing platforms. The company also provides high-capacity storage solutions, such as solid-state drives that are used in lieu of hard disk drives. It offers its products to the m obile phone, consumer electronics, and computing end markets through original equipment manufacturers, distributors, and retail sales channels in the Americas, the Asia Pacific, Europe, the Middle East, Africa, and Japan. The company was formerly known as SunDisk Corporation and changed its name to SanDisk Corporation in August 1995. SanDisk Corporation was founded in 1988 and is headquartered in Milpitas, California.

Advisors' Opinion:
  • [By Magic Diligence]

    SanDisk (SNDK) - A Pure Play on FlashSanDisk is one of the only pure plays on flash in the market. SanDisk breaks its sales into two channels. The Retail channel is flash storage cards/sticks for smartphones, digital cameras, and the like (about 37% of sales). The Commercial channel includes embedded flash solutions for OEM customers and solid state drives, or SSDs, that replace traditional hard drives in newer PCs. SanDisk has moved aggressively into Enterprise SSDs with the purchase of SMART Storage Systems a few months ago. SSDs now represent about 20% of revenues, from just 10% a year ago.

Best Logistics Companies To Invest In 2014: Sun Hydraulics Corp (SNHY)

Sun Hydraulics Corporation (Sun) designs, manufactures, and sells screw-in cartridge valves and manifolds used in hydraulic systems. The Company has facilities in the United States, the United Kingdom, Germany, Korea, France, and China. Sun Hydraulik Holdings Limited (Sun Holdings), a wholly owned subsidiary of Sun was formed to provide a holding company for the European market operations; its wholly owned subsidiaries are Sun Hydraulics Limited (Sun Ltd.) and Sun Hydraulik GmbH (Sun GmbH). Sun Ltd. operates a manufacturing and distribution facility located in Coventry, England, and Sun GmbH operates a manufacturing and distribution facility located in Erkelenz, Germany. Sun Hydraulics Korea Corporation (Sun Korea), a wholly owned subsidiary of Sun, operates a manufacturing and distribution facility. Sun Hydraulics, SARL (Sun France), a wholly owned subsidiary of Sun was dissolved in November 2011. Sun Hydraulics (India) a liaison office in Bangalore, India is used to develop new business opportunities in the Indian market. WhiteOak Controls, Inc. (WhiteOak), a 40% equity method investment, located in Mediapolis, Iowa, designs and produces complementary electronic control products. On September 27, 2011, Sun acquired High Country Tek, Inc. (HCT), which designs and manufactures a range of standard and customizable electronic control modules used to interpret electronic signals.

Screw-in Hydraulic Cartridge Valves

The Company�� screw-in hydraulic cartridge valves are offered in five size ranges and include both electrically actuated and non-electrically actuated products. The floating construction introduced by the Company results in a self alignment characteristic.

Standard Manifolds

A manifold is a solid block of metal, usually aluminum or ductile iron, which is machined to create threaded cavities and channels into which screw-in cartridge valves can be installed and through which the hydraulic fluid flows. The Company�� range of standard mani! folds enables the customers to integrate its screw-in cartridge valves into their machinery and equipment.

Integrated Packages

An integrated package consists of multiple cartridges assembled into a custom designed manifold for a specific customer to provide the specific operating characteristics of a customer�� circuit. The Company�� screw-in cartridge valves translate to integrated packages designed by the Company and result in products that are smaller in size. Due to the self-alignment characteristic, the Company�� integrated packages do not require testing once assembled.

Electronic Controllers

HCT designs and manufactures electronic controllers, which manage the function of electrically actuated valves. HCT�� products range from one valve, manually adjusted controllers to fully integrated hydraulic control systems managing multiple hydraulic valves, as well as other input and output products, such as joysticks and displays.

Advisors' Opinion:
  • [By Sally Jones]

    Sun Hydraulics Corp. (SNHY): Reduced

    Up 25% over 12 months, Sun Hydraulics Corp. has a market cap of $787.4 million; its shares were traded at around $30.00 with a P/E ratio of 21.20.

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