In the world of stocks, today's losers are often tomorrow's winners and vice versa. �The three top-performing stocks in the Dow Jones Industrial Average for 2013 are�Boeing, Nike,�and�American Express.�It would be difficult to argue that any of those companies are cheap, as each costs more than 20-times earnings. However, a superior investment opportunity exists with one of the worst-performing stocks in the DJIA -- IBM� (NYSE: IBM ) .
Shareholder friendly management
When it comes to returning value to shareholders through buybacks and dividends, no company does it better than IBM. No member of the S&P Information Technology Index, a list that includes rivals�Oracle� (NYSE: ORCL ) and�Hewlett-Packard� (NYSE: HPQ ) ,�has consistently paid a dividend longer than IBM. A 45-year streak of dividend payments is something to admire. IBM only pays out 25% of its earnings as a dividend, so that streak won't be broken anytime soon. Dividends from IBM have grown more than sevenfold since the turn of the century. A big factor behind that dividend growth has been the company's huge share repurchases. Big Blue has reduced the number of outstanding shares by over 35% during past decade. The company also has more than $20 billion in planned buybacks, representing a further 10% reduction in outstanding shares at current prices..
Top 5 Services Companies For 2015: Albany Molecular Research Inc.(AMRI)
Albany Molecular Research, Inc. provides contract services to various pharmaceutical and biotechnology companies primarily in the United States, Europe, and Asia. The company offers a range of drug discovery services, including assay development and design, screening, screening library, natural product, medicinal chemistry, computer-aided drug discovery, in vitro ADMET, and bioanalytical services. It also provides chemical development services consisting of process research and development, custom synthesis, process safety assessment, scale-up capabilities, high potency and controlled substances, analytical services, preformulation services and physical characterization, preparative chromatography, IND support services, fermentation development and optimization, and building blocks collection and database services. In addition, the company offers chemical synthesis and manufacturing services. It manufactures active pharmaceutical ingredients (APIs)and advanced intermediate s. Further, the company provides contract manufacturing services in sterile syringe and vial filling for small molecule drug products and biologicals. Additionally, it offers formulation services, including neat API or pharmaceutical blend in capsules; PIB for solution and suspension; blending and sieving; milling; tableting; rheology; roller compaction; wet granulation; and fluid bed processing, including wurster coating; and associated analytical testing services for dosage formulation products, as well as provides analytical services, such as impurity identification and structure elucidation; method development, qualification, and validation; preformulation and physical characterization; quality control; stability services; analytical and preparative supercritical fluid chromatography; preparative chromatography; good laboratory practices bioanalytical services; and regulatory support/quality assurance services. The company was founded in 1991 and is based in Albany, New York.Advisors' Opinion:
- [By Jake L'Ecuyer]
Among the sector stocks, Albany Molecular Research (NASDAQ: AMRI) was down more than 13 percent, while Sangamo Biosciences (NASDAQ: SGMO) tumbled around 6 percent.
- [By GuruFocus]
George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated
- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Healthcare stocks gained Wednesday, with Senomyx (NASDAQ: SNMX) leading advancers after the company announced a research agreement with PepsiCo (NYSE: PEP). Among the leading sector stocks, gains came from Pernix Therapeutics Holdings (NASDAQ: PTX), Albany Molecular Research (NASDAQ: AMRI) and Gentiva Health Services (NASDAQ: GTIV).
Top 10 Information Technology Stocks To Watch Right Now: Integrated Electrical Services Inc.(IESC)
Integrated Electrical Services, Inc. provides electrical infrastructure services in the United States. The company?s Communications segment offers various services, including the design, installation, and maintenance of network infrastructure for the financial, medical, hospitality, government, manufacturing, educational, and information technology industries; design and installation of audio/visual, telephone, fire, wireless, and intrusion alarm systems, as well as design/build, servicing, and maintenance of data network systems. Its Residential segment offers electrical installation services for single-family housing and multi-family apartment complexes, and CATV cabling installations for residential and commercial applications. This segment also installs residential solar power, smart meters, electric car charging stations, and stand-by generators. The company?s Commercial and Industrial segment provides electrical contracting services, which include the design of ele ctrical systems in a building or complex; procurement and installation of wiring and connection to power sources; end-use equipment and fixtures; and contract maintenance services. It also provides service, maintenance, and renovation and upgrade work services; and services for various projects, including high-rise residential and office buildings, power plants, manufacturing facilities, data centers, chemical plants, refineries, wind farms, solar facilities, municipal infrastructure, and health care facilities, as well as residential developments. In addition, this segment offers utility services consisting of overhead and underground installation and maintenance of electrical and other utilities transmission and distribution networks; installation and splicing of high-voltage transmission and distribution lines; substation construction; and substation and right-of-way maintenance. Integrated Electrical Services, Inc. was founded in 1997 and is based in Houston, Texas.Advisors' Opinion:
- [By GuruFocus]
Integrated Electrical Services Inc. (IESC): President and CEO James M. Lindstrom Bought 1,901 Shares
President and CEO of Integrated Electrical Services Inc. (IESC) James M. Lindstrom bought 1,901 shares on 09/25/2013 at an average price of $4.08. Integrated Electrical Services Inc. has a market cap of $73.0559 million; its shares were traded at around $4.08 with and P/S ratio of 0.13.
Top 10 Information Technology Stocks To Watch Right Now: Brookfield Residential Properties Inc (BRP)Brookfield Residential Properties Inc. (Brookfield Residential) is a land developer and homebuilder.The Company entitles and develops land and builds homes for its own communities, as well as sells lots to third-party builders. It operates in three segments in North America: Canada, California and Central and Eastern U.S. Each of the Company�� segments specializes in lot entitlement and development and the construction of single-family and multi-family homes. As of December 31, 2011, Brookfield Residential controlled 108,197 lots. The Company became a public company on March 31, 2011, by combining the former business of Brookfield Homes Corporation (Brookfield Homes) and the residential land and housing division (BPO Residential) of Brookfield Office Properties Inc. into a single residential land and housing company, achieved through a merger and series of related transactions completed on March 31, 2011. Advisors' Opinion:
- [By Ben Levisohn]
In terms of specific company upside/downside payoffs, we believe that [Brookfield Residential Properties (BRP)], [KB Home], and [PulteGroup] offer above-average payoffs. We note that more than half of [Brookfield Residential Properties'] earnings are derived from Canada, dampening EPS sensitivity to our assumptions regarding the pace of the U.S. housing recovery. We believe that [KB Home] will achieve sharply improved operating performance, which should drive robust EPS growth given the company�� comparatively high degree of financial leverage. We also have a high degree of confidence that�[PulteGroup] will continue to successfully execute against its goal of improving ROIC performance, which should act as a catalyst for share price appreciation.
- [By Garrett Cook]
Brookfield Residential Properties (NYSE: BRP) shares shot up 21.51 percent to $23.10 after Brookfield Asset Management (NYSE: BAM) proposed to acquire around 30% of the company not currently owned for $23 per share.
- [By Dimitra DeFotis]
In the homebuidling category:Weyerhaeuser (WY), the producer of lumber, was up nearly 3%. On Thursday, Citigroup Analyst Anthony Pettinari wrote that Weyerhaeuser could sell its homebuilder unit for between $2.5 billion and $3.5 billion, and interested buyers in the unit, WRECO, could include Lennar�(LEN), Toll Brothers (TOL) and Brookfield Residential Properties (BRP). About 67% of the Weyerhaeuser unit’s roughly 27,000 lots are in California. Citi has a Buy rating on Weyerhauser and a $35 price target. Lennar, the home builder, was�up 2.6%. Masco (MAS), the building materials maker, was�up 2%.� PulteGroup (PHM), the home builder, was�up 2%. DR Horton�(DHI), the home builder, was�up 1.9%.
Among real estate trusts:
Top 10 Information Technology Stocks To Watch Right Now: GTx Inc.(GTXI)
GTx, Inc., a biopharmaceutical company, engages in the discovery, development, and commercialization of small molecules for the treatment of cancer, cancer supportive care, and other serious medical conditions. The company markets FARESTON (toremifene citrate) 60 mg tablets for the treatment of metastatic breast cancer in postmenopausal women primarily through wholesale drug distributors in the United States. It is developing selective androgen receptor modulators (SARMs), including Ostarine (GTx-024), which has completed Phase II clinical trial for the prevention and treatment of muscle wasting in patients with non-small cell lung cancer; and CapesarisTM (GTx-758), a selective estrogen receptor alpha agonist that has completed Phase IIa clinical trial for the first line treatment of advanced prostate cancer. In addition, the company is developing estrogen receptor beta agonists and other novel compounds that are in preclinical development stage for the treatment of metabo lic diseases, ophthalmic diseases, cancer, psoriasis, and/or pain. The company was founded in 1997 and is headquartered Memphis, Tennessee.Advisors' Opinion:
- [By Roberto Pedone]
One biopharmaceutical player that's rapidly moving within range of triggering a major breakout trade is GTx (GTXI), which is dedicated to the discovery, development and commercialization of small molecules that selectively target hormone pathways to treat cancer, osteoporosis and bone loss, muscle loss and other serious medical condition. This stock has been hammered by the bears so far in 2013, with shares off sharply by 53%.
If you look at the chart for GTx, you'll notice that this stock recently gapped down sharply from over $4 to below $1.50 a share with heavy downside volume. Following that gap down, shares of GTXI have rebounded sharply and started to uptrend, with the stock moving higher from its low of $1.31 to its recent high of $1.96 a share. During that move, shares of GTXI have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of GTXI within range of triggering a major breakout trade.
Traders should now look for long-biased trades in GTXI if it manages to break out above some near-term overhead resistance at $1.96 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 1.35 million shares. If that breakout triggers soon, then GTXI will set up to re-fill some of its previous gap down zone from August that started just above $4 a share. Some possible upside targets if GTXI gets into that gap with volume are $2.50 to $3 a share, or possibly even $3.50 a share.
Traders can look to buy GTXI off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support at $1.50 a share. One can also buy GTXI off strength once it takes out $1.96 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.
Top 10 Information Technology Stocks To Watch Right Now: Fox Factory Holding Corp (FOXF)
Fox Factory Holding Corp incorporated on December 28, 2007, is a designer, manufacturer and marketer of suspension products used primarily on mountain bikes, side-by-side vehicles, or side-by-sides, on-road vehicles with off-road capabilities, off-road vehicles and trucks, all-terrain vehicles (ATVs), snowmobiles, specialty vehicles and applications, and motorcycles. The Company designs and markets its products to original equipment manufacturers (OEM��) in its markets, and to consumers through the aftermarket channel.
The Company offers upper mid-end and high-end front fork and rear suspension products designed for cross-country, trail, all-mountain, free-ride and downhill riding in its mountain bike product category. It also offers ride-height adjustable seat post product. Its remote adjustable seat pos allows to adjust his or her seat position for uphill, rolling trail or downhill riding without having to stop the mountain bike to adjust the seat. Its mountain bike products are sold in three series: evolution series, performance series and factory series.
In its powered vehicle product category, the Company offers high-end suspension products for side-by-sides, on-road vehicles with off-road capabilities, off-road vehicles and trucks, ATVs, snowmobiles, specialty vehicles and applications, and motorcycles. Products for these vehicles are designed for trail riding, racing and performance. It products in the powered vehicle category range from two inch aluminum bolt-on shocks to its patented position sensitive internal bypass shocks. The Company sells its mountain bike suspension products to more than 150 domestic and international bike OEMs. It sells its suspension products for the powered vehicles industry to OEMsAdvisors' Opinion:
- [By Jon C. Ogg]
Fox Factory Holding Corp. (NASDAQ: FOXF) saw its quiet period end: started as Outperform with a $23 price target at Baird, started as Overweight with a $21 price target at Piper Jaffray and started as Buy with a $23 price target at SunTrust. Shares are down about 0.5% at $18.05 as the implied upside is not that stellar for recent IPO coverage.
Top 10 Information Technology Stocks To Watch Right Now: Continental Resources Inc. (CLR)
Continental Resources, Inc. engages in the exploration, development, and production of crude oil and natural gas primarily in the north, south, and east regions of the United States. The company primarily sells its oil and natural gas production to end users, as well as to midstream marketing companies or oil refining companies at the lease. As of December 31, 2011, its estimated proved reserves were 508.4 million barrels of crude oil equivalent, with estimated proved developed reserves of 205.2 million barrels of crude oil equivalent. The company had interests in 3,255 wells and served as the operator of 2,082 of these wells. Continental Resources, Inc. was founded in 1967 and is headquartered in Enid, Oklahoma.Advisors' Opinion:
- [By Matt DiLallo]
The other important area to watch is the Bakken. Magnum Hunter expects participate in the drilling of 30 wells this year while seeing the potential to drill more than 500 future wells. The company will need to be mindful of well costs which can range substantially. Last year, top Bakken producer Continental Resources (NYSE: CLR ) was able to drill operated wells for about $9.2 million each, however, non-operated wells that it participated in had a weighted average well cost of $11.3 million. This year the company has gotten well costs down to $8.3 million while hoping to shave another $100,000 off of its well costs before the end of the year.
- [By Matt DiLallo]
We're simply seeing stunning production growth here in the U.S. In the Bakken, for example, Continental Resources (NYSE: CLR ) projects that its production and reserves will increase threefold by 2017. Meanwhile, smaller producers like Kodiak Oil & Gas (NYSE: KOG ) have seen production grow by triple digits every year since 2010. The company, which expects to drill 75 more wells this year, estimates that it can drill another 950 wells in the future.
Top 10 Information Technology Stocks To Watch Right Now: James Hardie Industries SE (JHX)
James Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement products and systems for interior and exterior building construction applications primarily in the United States, Canada, Australia, New Zealand, the Philippines, and Europe. Its products principally include fiber cement interior linings, exterior siding products, and related accessories products. The company offers fiber cement products with various patterned profiles and surface finishes for a range of applications, including external siding and soffit lining, internal linings, facades, floor and tile underlay, lattice, fencing, decorative columns, flooring, and ceiling applications; and manufactures and sells fiber reinforced concrete pipes. Its products are used in various markets, such as new residential construction, which include single and multi-family housing; manufactured housing that comprise mobile and pre-fabricated homes; repair and remodeling; and various commerc ial and industrial applications, such as stores, warehouses, offices, hotels, motels, schools, libraries, museums, dormitories, hospitals, detention facilities, religious buildings, and gymnasiums. The company markets its fiber cement products and systems under various Hardie brand names, such as HardieBacker; and other brand names, such as Artisan Lap and Artisan Accent Trim by James Hardie, Cemplank and Prevail siding, Scyon, and Stria siding. The company sells its products directly, as well as through distributors, large home center retailers, small to medium size dealer outlets, and specialist distributors to dealers or lumber yards, consumers, builders, real estate developers, and distributor/hardware stores. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, the Republic of Ireland.Advisors' Opinion:
- [By Ian Sayson]
Exporters dropped. Samsung Electronics slipped 2.9 percent to 1.329 million won in Seoul. Canon Inc., the world�� biggest camera maker, fell 1.1 percent to 3,215 yen in Tokyo. James Hardie Industries SE (JHX), a building materials supplier that gets about 70 percent of sales from the U.S., tumbled 2.8 percent to A$9.37 in Sydney.