Plenty of data was presented at the American Society for Clinical Oncology meeting over the weekend, causing the first set of ASCO pops, but Clovis Oncology (NASDAQ: CLVS ) looks like the clear winner, more than doubling today as the company presented data on its two cancer drugs rucaparib and CO-1686.
Solid data with competition
Rucaparib produced a clinical benefit in 89% of patients with ovarian cancer in a phase 1 trial. More impressive, seven out of seven patients with a mutation in BRCA saw disease control�.
Rucaparib is an inhibitor of poly ADP-ribose polymerase, or PARP. Inhibiting PARPs function causes DNA damage, which should be repaired by the BRCA complexes. It makes sense, then, that tumors with BRCA mutations would respond better to rucaparib. Clovis plans to move into a new trial in the second half of the year to potentially identify other mutations beyond BRCA that might make the tumors sensitive to rucaparib.
Clovis isn't the only one developing a PARP inhibitor, though. BioMarin Pharmaceuticals (NASDAQ: BMRN ) presented data at ASCO for BMN673, where 82% of patients with BRCA mutations had a clinical benefit. There were 28 patients in that part of the trial, so the data could be more reproducible than rucaparib's seven out of seven. BioMarin also has solid data for breast tumors with BRCA mutations. Shares of BioMarin actually fell a little today, but I think the data were widely expected to be positive, so there's likely a little "sell the news" going on.
5 Best Telecom Stocks To Watch For 2015: Sierra Wireless Inc. (SWIR)
Sierra Wireless, Inc., together with its subsidiaries, provides cellular wireless solutions to the machine-to-machine (M2M) and connected device markets in North America, Europe, and the Asia Pacific. The company operates through two segments, Mobile Computing and Machine-to-Machine. It offers AirPrime embedded wireless modules, which are used to wirelessly enable various products and solutions by original equipment manufacturers (OEMs); and AirLink intelligent gateways that are rugged and industrial-grade wireless terminals for M2M and mobile applications to public safety, transportation, field service, energy, industrial, and financial organizations. The company�s AirVantage M2M cloud platform provides secure, scalable, and device-to-cloud infrastructure for M2M applications. It also provides professional services to OEM customers during their product development and launch process. The company offers its products to consumer electronics, networking equipment, automotiv e, energy, security, sales and payment, industrial control and monitoring, fleet management, field service, and healthcare industries. It sells its products and solutions through various indirect channels, such as OEMs, wireless operators, distributors, and value-added resellers. Sierra Wireless, Inc. was founded in 1993 and is headquartered in Richmond, Canada.
Advisors' Opinion:- [By John Udovich]
Small cap machine-to-machine (M2M) stock Elecsys Corp (NASDAQ: ESYS) jumped 8.99% yesterday and is up 254% over the past year, meaning it might be time to take a closer look at the stock and its performance verses other small cap M2M stocks like Digi International Inc (NASDAQ: DGII), Numerex Corp (NASDAQ: NMRX) and Sierra Wireless, Inc (NASDAQ: SWIR). First of all though, I should mention that machine-to-machine (M2M) broadly refers to technologies that allow both wireless and wired systems to communicate with other devices of the same type and this can be through any type of technology ranging from instruments to networks to applications that create connections between devices.
Hot Up And Coming Stocks For 2014: Regency Energy Partners LP (RGP)
Regency Energy Partners LP (the Partnership), incorporated on September 8, 2005, is engaged in the gathering and processing, contract compression, treating and transportation of natural gas and the transportation, fractionation and storage of natural gas liquids (NGLs). The Partnership operates in five business segments: Gathering and Processing, Joint Ventures, Contract Compression, Contract Treating, and Corporate and Others. Its assets are primarily located in Texas, Louisiana, Arkansas, Pennsylvania, California, Mississippi, Alabama, West Virginia and the mid-continent region of the United States, which includes Kansas, Colorado and Oklahoma. In May 2013, Regency Energy Partners LP closed the acquisition of Southern Union Gathering Company, LLC from Southern Union Company. In February 2014, Regency Energy Partners LP closed its acquisition of the midstream business of Hoover Energy Partners LP.
During the year ended December 31, 2012, Lone Star NGL LLC (Lone Star), a newly formed joint venture that is owned 70% by Energy Transfer Partners, L.P. (ETP) and 30% by the Partnership, acquired all of the membership interest in LDH Energy Asset Holdings LLC (LDH), a wholly owned subsidiary of Louis Dreyfus Highbridge Energy LLC. The Partnership focuses on providing midstream services in some of the most prolific natural gas producing regions in the United States, including the Eagle Ford, Haynesville, Barnett, Fayetteville, Marcellus, Bone Spring, and Avalon shales as well as the Permian Delaware basin and the mid-continent region. The Partnership provides wellhead-to-market services to producers of natural gas, which include transporting raw natural gas from the wellhead through gathering systems, processing raw natural gas to separate NGLs and selling or delivering the pipeline natural gas and NGLs to various markets and pipeline systems.
The Partnership owns and operates a fleet of compressors used to provide turn-key natural gas compression services for customer specific syst! ems. The Partnership owns and operates a fleet of equipment used to provide treating services, such as carbon dioxide and hydrogen sulfide removal, natural gas cooling, dehydration and BTU management, to natural gas producers and midstream pipeline companies.
Gathering and Processing Operations
The Partnership operates gathering and processing assets in four geographic regions of the United States: north Louisiana, the mid-continent region of the United States, south Texas and west Texas. The Partnership�� north Louisiana assets gather, compress, treat and dehydrate natural gas in five Parishes (Claiborne, Union, DeSoto, Lincoln and Ouachita) of north Louisiana and Shelby County, Texas. Its assets also include two cryogenic natural gas processing facilities, a refrigeration plant located in Bossier Parish, a conditioning plant located in Webster Parish, an amine treating plant in DeSoto Parish, and an amine treating plant in Lincoln Parish. The Partnership�� south Texas assets gather, compress, treat and dehydrate natural gas in LaSalle, Webb, Karnes, Atascosa, McMullen, Frio and Dimmitt counties. The pipeline systems that gather this gas are connected to third-party processing plants and its treating facilities that include an acid gas reinjection well located in McMullen County, Texas.
One of the Partnership�� treating plants consists of inlet gas compression, a 60 one million cubic feet per day amine treating unit, a 55 one million cubic feet per day amine treating unit and a 40 ton (per day) liquid sulfur recovery unit. In January 2012, it completed an expansion of the treating plant, adding an incremental 20 one million cubic feet per day of treating capacity to the facility. The Partnership owns a 60% interest in ELG that includes a treating plant in Atascosa County with a 500 gallons per minute amine treater, pipeline interconnect facilities and approximately 13 miles of ten inch diameter pipeline. Talisman Energy USA Inc. and Statoil Texas Onshore Pro! perties L! P own the remaining 40% interest. It operates this plant and the pipeline for the joint venture while its joint venture partner operates a lean gas gathering system in the Edwards Lime natural gas trend that delivers to this system.
The Partnership�� west Texas gathering system assets offer wellhead-to-market services to producers in Ward, Winkler, Reeves, and Pecos counties, which surround the Waha Hub. The NGL market outlets include Lone Star's west Texas NGL pipeline. It offers producers four different levels of natural gas compression on the Waha gathering system. The Waha processing plant is a cryogenic natural gas processing plant that processes raw natural gas gathered in the Waha gathering system. The Waha processing plant also includes an amine treating facility, which removes carbon dioxide and hydrogen sulfide from raw natural gas gathered before moving the natural gas to the processing plant.
The Partnership�� mid-continent region includes natural gas gathering systems located primarily in Kansas and Oklahoma. Its mid-continent gathering assets are extensive systems that gather, compress and dehydrate low-pressure gas from approximately 1,500 wells. These systems are geographically concentrated, with each central facility located within 90 miles of the others. The Partnership also owns the Hugoton gathering system that has approximately 1,875 miles of pipeline extending over nine counties in Kansas and Oklahoma. This system is operated by a third party. Its mid-continent systems are located in two natural gas producing regions in the United States, the Hugoton Basin in southwest Kansas and the Anadarko Basin in western Oklahoma.
Joint Ventures Operations
The Partnership owns investments in four joint ventures: a 49.99% general partner interest in RIGS Haynesville Partnership Co., a general partnership, and its wholly-owned subsidiary, Regency Intrastate Gas LP (HPC); a 50% membership interest in MEP; a 30% membership interest in Lone St! ar, and a! 33.33% membership interest in Ranch JV. HPC owns RIGS, a 450-mile intrastate pipeline that delivers natural gas from northwest Louisiana to downstream pipelines and markets. MEP owns an interstate natural gas pipeline with approximately 500 miles stretching from southeast Oklahoma through northeast Texas, northern Louisiana and central Mississippi to an interconnect with the Transcontinental Gas Pipe Line system in Butler, Alabama. Lone Star is an entity owning a diverse set of midstream energy assets, including NGL pipelines, storage, fractionation and processing facilities located in the states of Texas, Mississippi and Louisiana.
Contract Compression Operations
The natural gas contract compression segment services include designing, sourcing, owning, installing, operating, servicing, repairing and maintaining compressors and related equipment. These field-wide applications include compression for natural gas gathering and natural gas processing. The Partnership�� contract compression operations are primarily located in Texas, Louisiana, Arkansas, Pennsylvania and California.
Contract Treating Operations
The Partnership owns and operates a fleet of equipment used to provide treating services, such as carbon dioxide and hydrogen sulfide removal, natural gas cooling, dehydration and BTU management, to natural gas producers and midstream pipeline companies. Its contract treating operations are primarily located in Texas, Louisiana and Arkansas.
The Company competes with PELICO Pipeline, LLC (Pelico), ETP, KMP, Chesapeake Midstream Partners, L.P., Enterprise Products Partners LP, DCP Midstream Partners, L.P., Copano Energy, L.L.C, Southern Union Gas Services, Targa Resources Partners L.P., ONEOK Partners L.P., Penn Virginia Resource Partners, L.P., CenterPoint Energy Transmission, Gulf South Pipeline, L.P., Texas Gas Transmission, LLC, Gulf Crossing Pipeline, Centerpoint Energy Gas Transmission and Natural Gas Pipeline Co. of America, Ext! erran Hol! dings, Inc., Compressor Systems, Inc., USA Compression, Valerus Compression Services LP, J-W Energy Company, TransTex Gas Services, LP, Cardinal Midstream LLC, SouthTex Treaters, Interstate Treating Inc., Thomas Russell Co. and Spartan Energy Group.
Advisors' Opinion:- [By David Dittman]
Answer: Regency Energy Partners LP (NYSE: RGP) is bigger and better capitalized, and it will provide the resources and scale to drive PVR�� shift from coal to energy midstream assets.
Hot Up And Coming Stocks For 2014: Spartan Stores Inc.(SPTN)
Spartan Stores, Inc. operates as a grocery distributor and retailer principally in Michigan and Indiana. The company operates in two segments, Distribution and Retail. The Distribution segment provides approximately 43,000 stock-keeping units, including dry groceries, produce, dairy products, meat, deli, bakery, frozen food, seafood, floral products, general merchandise, pharmacy, and health and beauty care items to approximately 375 independent grocery stores and 96 corporate-owned stores, as well as offers approximately 3,600 private brand grocery and general merchandise items. It also provides value-added services, including site identification and market analyses; store planning and development; marketing, promotion, advertising; technology and information; accounting and tax preparation; human resource; coupon redemption; product reclamation; printing; category management; real estate; and construction management services. The Retail segment operates 97 retail superma rkets in Michigan under the Glen?s Markets, Family Fare Supermarkets, D&W Fresh Markets, VG?s Food and Pharmacy, and Valu Land names; and 25 fuel centers/convenience stores that offers refueling facilities, as well as immediately consumable products under the Glen?s Quick Stop, Family Fare Quick Stop, D&W Fresh Markets Quick Stop, and VG?s Quick Stop names. Its retail supermarkets offer dry groceries, produce, dairy products, meat, frozen food, seafood, floral products, general merchandise, beverages, tobacco products, health and beauty care products, delicatessen items, and bakery goods, as well as pharmacy services. This segment also provides private brand items, including its Spartan brand; Fresh Selections; Top Care, a health and beauty care brand; Valu Time, a value brand; Full Circle, a natural and organic brand; and Paws, a pet supplies brand. The company was founded in 1917 and is headquartered in Grand Rapids, Michigan.
Advisors' Opinion:- [By GURUFOCUS]
Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description:
1. Avg. High Yield Price
2. 20-Year DCF Price
3. Avg. P/E Price
4. Graham Number
SYY is trading at a premium to all four valuations above. The stock is trading at a 37.5% premium to its calculated fair value of $26.26. SYY did not earn any Stars in this section.
Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description:
1. Free Cash Flow Payout
2. Debt To Total Capital
3. Key Metrics
4. Dividend Growth Rate
5. Years of Div. Growth
6. Rolling 4-yr Div. > 15%
SYY earned two Stars in this section for 2.) and 3.) above. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. SYY earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1970 and has increased its dividend payments for 43 consecutive years.
Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked PDF for a detailed description:
1. NPV MMA Diff.
2. Years to > MMA
The NPV MMA Diff. of the $282 is below the $500 target I look for in a stock that has increased dividends as long as SYY has. If SYY grows its dividend at 3.6% per year, it will take 3 years to equal a MMA yielding an estimated 20-year average rate of 3.41%. SYY earned a check for the Key Metric 'Years to >MMA' since its 3 years is le - [By Ben Levisohn]
…we believe the conventional grocers in our universe ��namely, Safeway, Supervalu, and SpartanNash (SPTN)��re most at risk from Amazon.com’s expansion. Kroger should fare better due to its very strong price positioning and weighted-average market share positions. In addition, we believe that Kroger may actually end up as a net beneficiary of Amazon.com’s expansion, as grocers with lower market share positions (outside the top 5) are likely to exit/close, leaving more share to top players such as Kroger. The natural/organic specialty players are also better positioned to absorb Amazon.com’s expansion, with Whole Food Markets least at-risk due to its product mix (e.g. prepared foods), differentiated format, strong EBIT margins, and very strong balance sheet.
Hot Up And Coming Stocks For 2014: Pendrell Corp (PCO)
Pendrell Corporation (Pendrell), formerly ICO Global Communications (Holdings) Limited, incorporated on March 17, 2000, is a fully-integrated intellectual property (IP) investment and advisory company. The Company develops and implements strategies to create, acquire, commercialize and license IP. The Company provides IP valuation services, analysis and strategic advice through Pendrell�� wholly owned subsidiary, Pendrell Technologies LLC (PTL) and its wholly owned subsidiary, Ovidian Group LLC (Ovidian Group). It also assists its clients with a rangeof IP services, including IP valuation and investment analysis, IP landscape analysis, IP divestitures and IP risk mitigation strategies. On June 17, 2011, the Company acquired Ovidian Group. On October 31, 2011, the Company�� subsidiary, Pendrell Technologies LLC, acquired 90.1% interest in ContentGuard Holdings, Inc. In November 2011, Technicolor SA sold its 25.7% interest in ContentGuard to Pendrell Technologies LLC, a wholly owned subsidiary of Pendrell Corporation. During the year ended December 31, 2011, the Company completed the divestiture of its satellite communications assets. Effective February 25, 2013, the Company acquired 68% interest in Provitro Biosciences LLC.
The Company competes with Acacia Research Corporation, Coller IP Management, Intellectual Ventures, Mosaid, Rovi, RPX, Wi-Lan, Boston Consulting Group, Bain & Company and Red Chalk Group.
Advisors' Opinion:- [By Roberto Pedone]
Pendrell (PCO) is a fully integrated intellectual property investment and advisory firm. This stock closed up 2.3% to $2.18 in Tuesday's trading session.
Tuesday's Range: $2.08-$2.22
52-Week Range: $1.04-$2.71
Tuesday's Volume: 263,000
Three-Month Average Volume: 457,962From a technical perspective, PCO bounced higher here back above its 50-day moving average of $2.16 with lighter-than-average volume. This move is quickly pushing shares of PCO within range of triggering a near-term breakout trade. That trade will hit if PCO manages to take out some near-term overhead resistance at $2.22 with high volume.
Traders should now look for long-biased trades in PCO as long as it's trending above Tuesday's low of $2.08 or above $2 and then once it sustains a move or close above $2.22 with volume that hits near or above 457,962 shares. If that breakout triggers soon, then PCO will set up to re-test or possibly take out its next major overhead resistance levels at $2.50 to its 52-week high at $2.71.
Hot Up And Coming Stocks For 2014: Marlin Business Services Corp.(MRLN)
Marlin Business Services Corp. provides commercial equipment financing solutions primarily to small and mid-sized businesses in the United States. It finances approximately 100 categories of commercial equipment, including copiers, security systems, computers and software, telecommunications equipment, and commercial and industrial equipment. The company offers its solutions through a network of independent commercial equipment dealers and lease brokers, as well as through direct solicitations. As of December 31, 2011, it serviced approximately 65,000 active equipment leases for approximately 55,000 small and mid-sized business customers. The company also operates as the holding company for the Marlin Business Bank, which is a state-chartered commercial bank. In addition, it is involved in reinsurance business activities. The company was founded in 1997 and is based in Mount Laurel, New Jersey.
Advisors' Opinion:- [By James Brumley]
The ironic risk here is if the economy tanks so badly, even debt collectors struggle simply because the money to repay loans just isn’t in consumers’ hands, as was the case between 2006 and 2009. As long as the economy remains stable, however, Portfolio Recovery Associates is plenty capable of maintaining its double-digit earnings growth rate, qualifying it as one of the market’s better small-cap stocks.
Marlin Business Services (MRLN)Marlin Business Services (MRLN) finances equipment purchase and equipment leases for small businesses — photocopiers, computers, and the like. It’s not a riveting business, but it’s a reliable business as long as the economy is humming like it is now.
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