The exportation of liquefied natural gas, or LNG, has been a hotly debated topic in the United States recently. Companies from all types of backgrounds have been staking their claims on either side of the argument. One thing is for certain, and that is that in 2015 Cheniere Energy (NYSEMKT: LNG ) will begin exporting liquefied natural gas from its Department of Energy-approved Sabine Pass facility.��
Aside from the potential growth in exports from North America, Australia looks to be the largest contributor to the growth of natural gas finding its way into the international trade market. Transportation of natural gas chilled to temperatures as low as -260 degrees Fahrenheit certainly requires a high degree of skilled execution. That's where Teekay LNG Partners (NYSE: TGP ) enters the picture. With a fleet much younger than the industry average and a distribution over 6%, it could be a great second-degree play on the coming trend.
If exports are allowed unchecked, will nat-gas prices negatively affect CLNE?
The movement toward alternative energy is gaining momentum. One potential opportunity in this field is Clean Energy Fuels, which focuses its natural gas efforts primarily on trucking and fleets. It's poised to make a big impact on an essential industry. Learn everything you need to know about Clean Energy Fuels in The Motley Fool's premium research report on the company. Just click here now to claim your copy today.
10 Best Trucking Stocks For 2014: Gas Natural Inc. (EGAS)
Gas Natural Inc. engages in the distribution and sale of natural gas to residential, commercial, and industrial customers in Montana, Wyoming, North Carolina, and Maine. The company distributes approximately 30 billion cubic feet of natural gas to approximately 63,500 customers through regulated utilities operating in Montana, Wyoming, Maine, North Carolina, Ohio, and Pennsylvania. It also markets approximately 1.3 billion cubic feet of natural gas to commercial and industrial customers in Montana and Wyoming, and manages midstream supply and production assets for transportation customers and utilities. In addition, the company owns a 48% working interest in 160 natural gas producing wells and gas gathering assets. Further, it owns the Shoshone interstate and the Glacier gathering natural gas pipelines located in Montana and Wyoming. The company was formerly known as Energy, Inc. and changed its name to Gas Natural Inc. in July 2010. Gas Natural Inc. was founded in 1909 an d is headquartered in Great Falls, Montana.
Advisors' Opinion:- [By David Dittman]
Gas Natural Inc (NYSE: EGAS) distributes and sells natural gas to approximately 73,000 residential, commercial and industrial customers through regulated utilities operating in Montana, Wyoming, Ohio, Pennsylvania, Maine, North Carolina and Kentucky.
10 Best Trucking Stocks For 2014: Ark Restaurants Corp. (ARKR)
Ark Restaurants Corp., through its subsidiaries, engages in the ownership and operation of restaurants and bars, fast food concepts, and catering operations. As of October 2, 2010, it owned and operated 22 restaurants and bars, including 9 facilities located in New York City; 4 in Washington, D.C.; 5 in Las Vegas, Nevada; 2 in Atlantic City, New Jersey; 1 at the Foxwoods Resort Casino in Ledyard, Connecticut; and 1 in the Faneuil Hall Marketplace in Boston, Massachusetts, as well as had 29 fast food concepts and catering operations. The company was founded in 1983 and is based in New York, New York.
Advisors' Opinion:- [By Bram de Haas]
Ark Restaurants Corp (ARKR) owns and operates 19 restaurants and bars, 22 fast food concepts and catering operations in the USA. This is a short article outlining why they are an interesting company to put on the buy list. It needs to be said, this is not a chain that can roll out their concept or brand nationwide and enjoy terrific growth of their franchise. They chose not to build up brands and instead operate under trade names that suit the unique locations they prefer. The reason that I want to highlight this small company is that in recent years they have faced numerous challenges and adversity (aside from those posed by the general economy) and it's possible they have dealt with the majority, and free cash flow will enjoy a significant uptick in the next two years.
5 Best Quality Stocks For 2015: Alps Jefferies TR/J CRB Global Commodty Eq Idx (CRBQ)
Jefferies | TR/J CRB Global Commodity Equity Index Fund (the Fund), formerly Thomson Reuters/Jefferies CRB Global Commodity Equity Index Fund, is an exchange traded fund (ETF). The Fund seeks investment results that replicate as closely as possible the price and yield performance of the Thomson Reuters/Jefferies In-The-Ground CRB Global Commodity Equity Index (the Index). The Index is a modified capitalization-weighted, float-adjusted, rules-based index designed to track the overall performance of a global universe of listed companies engaged in the production and distribution of commodities and commodity-related products and services in the sectors, such as agriculture, base/industrial metals, energy and precious metals. ALPS Advisors, Inc. is the investment adviser for the Fund. Arrow Investment Advisors, LLC is the investment sub-adviser for the Fund. Advisors' Opinion:- [By Richard Stavros]
Whereas in the 1970s there were limited ways to hedge against inflation, now there is a cornucopia of currency and international commodities instruments that can not only hedge against inflation but other global shocks, such as market bubbles and even war.
And it is these very scenarios that investors have been worried about. Since the beginning of the year, stocks, bonds and just about any investment you can think of have gyrated wildly at various times amid concerns of war, inflation and the possibility that the U.S. equity market is overvalued and headed for a correction.
In response, some market analysts in Bloomberg news reports have offered any number of wildly unsubstantiated statements for why investors should ignore today’s perils. They dismiss the danger posed by Russia�� annexation of Ukraine�� Crimea region (��utin will stop short of other countries or war with the West��. They also argue that the Federal Reserve chairwoman misspoke (��anet Yellen really didn�� mean a rate hike is coming soon. Inflation is under control. It was a rookie mistake��.
For my money, here’s the most outrageous: The Shiller Cyclically adjusted P/E metric which has predicted the 1929, 2000 and 2007 downturns doesn�� apply (��uggests only a slightly expensive market with low to moderate returns going forward on average��.
With new records being set by the S&P 500 in the last few months, it stands to reason that some investors have not needed much convincing to stay all in and buying. This mindset has prevailed, even as the impact of a Russian war or conflict, runaway inflation or a market correction could be devastating to investor portfolios, taking years to recover.
If you��e never thought of certain investments as “insurance,” it�� time to start now. Protecting wealth is as important as building wealth. And as previously mentioned, we have found that the Inflation Survival Letter�� Thri
10 Best Trucking Stocks For 2014: Glacier Media Inc (GLMFF.PK)
Glacier Media Inc. (Glacier) is an information communications company focused on the provision of information and related services through print and digital media. Glacier has two segments: the newspaper and trade information markets and the business and professional information markets. The operations in the newspaper and trade information group include the Western Producer Publications and Farm Business Communications agricultural information group, Business In Vancouver Media Group, the JuneWarren-Nickle�� Energy Group, the Business Information Group, and the Glacier Newspaper Group. Its operations in the business and professional information group include Specialty Technical Publishers, CD-Pharma, Eco Log and a joint venture interest in Fundata. In November 2011, the Company acquired a 50% interest in InfoMine Inc. In November 2011, the Company acquired Canada�� Outdoor Shows Limited. In December 2011, it acquired Postmedia Network Inc.'s community newspapers in British Columbia. Advisors' Opinion:- [By Mike Arnold]
Shares of Glacier Media (GLMFF.PK)(GVC.TO) ("Glacier" or "the company") are cold product in this market of stocks, trading at decade lows after a summer sell-off. Famed value investor Walter Schloss preferred buying stocks not at 52-week lows, but at multi-year lows. If Mr. Schloss were here with us today, I suspect he'd be taking a look at Glacier shares.
10 Best Trucking Stocks For 2014: HeartWare International Inc (HTWR)
Heartware International, Inc. (HeartWare), incorporated on June 25, 2010, develops and manufactures small implantable heart pumps, or ventricular assist devices, for the treatment of advanced heart failure. The HeartWare Ventricular Assist System (the HeartWare System), which includes a ventricular assist device (VAD), or blood pump, patient accessories and surgical tools, is designed to provide circulatory support for patients in the advanced stage of heart failure. The core of the HeartWare System is a continuous flow blood pump, the HVAD Pump, which is a full-output device capable of pumping up to 10 liters of blood per minute. The HeartWare System is designed to be implanted adjacent to the heart, avoiding the abdominal surgery generally required to implant similar devices. In August 2012, it acquired World Heart Corporation. As of December 31, 2012, the HeartWare System has been implanted outside of the United States at approximately 168 health care sites in 28 countries. In December 2013, HeartWare International Inc acquired CircuLite, Inc.
Proprietary Pump Technology
The HeartWare System is full-output centrifugal pump designed to be implanted in the chest, directly adjacent to the heart. At the core of the Company�� technology platform is its hybrid system for suspending the impeller, which is the only moving part within the pump. The impeller is suspended within the pump housing by the opposing forces of passive magnets and hydrodynamic thrust generated by the pump impeller, which circulates a cushion of
blood. Once power is applied to the device and the impeller begins to rotate, there are no points of mechanical contact within the pump, thus providing a completely wearless pumping system.
The HeartWare System
The HeartWare System consists of the HVAD Pump, a small, permanently implantable VAD, patient accessories and surgical tools. The HVAD Pump is capable of generating up to 10 liters of blood flow per minute. With a displaced v! olume of only 50 cubic centimeters and a mass of 140 grams, the HVAD Pump is the only full-output pump implantable in the pericardial space, directly adjacent to the heart. It is also the only pump designed to be implanted above the diaphragm in all eligible patients.
The HeartWare MVAD
The miniaturized ventricular assist device (MVAD) is a miniaturized blood pump intended for chronic heart failure patients. The device is a full-output axial flow pump with a fully suspended rotor and a displacement volume approximately one-third that of the HVAD Pump.
The Company competes with Thoratec Corporation, Jarvik Heart, MicroMed Technology, Inc, Berlin Heart AG, Terumo Heart, Inc., Sunshine Heart, Inc and CircuLite, Inc., Evaheart Medical USA, Inc.
Advisors' Opinion:- [By Todd Campbell]
Competing for heart pump market share
Abiomed's products provide circulatory support for up to six hours and are designed for use in cardiac cath labs or during heart surgery, but competitors Thoratec (NASDAQ: THOR ) and Heartware (NASDAQ: HTWR ) target the intermediate- and long-term-use market instead. - [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]
HeartWare International Inc.(HTWR) said it received a warning letter from the U.S. Food and Drug Administration, citing concerns about procedures for validating device design and other issues.
10 Best Trucking Stocks For 2014: Campbell Soup Co (CPB)
Campbell Soup Company (Campbell), incorporated on November 23, 1922, together with its subsidiaries, is a manufacturer and marketer of branded convenience food products. The Company operates in five segments: U.S. Simple Meals; Global Baking and Snacking; International Simple Meals and Beverages; U.S. Beverages; and North America Foodservice. In June 2012, the Company purchased 1300 Admiral Wilson Boulevard in Camden. On August 6, 2012, the Company completed the acquisition of BF Bolthouse Holdco LLC (Bolthouse Farms). In September 2012, Vilmorin & Cie SA acquired the tomato and pepper breeding and sales business of the Company. In June 2013, Campbell Soup Co completed the acquisition of Plum Organics. In August 2013, Campbell Soup Company completed the acquisition of Kelsen Group A/S.
In the United States, Canada and Latin America, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores, drug stores, dollar stores and other retail, commercial and non-commercial establishments. In Europe, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores and other retail, commercial and non-commercial establishments. In the Asia Pacific region, the Company�� products are resold to consumers through retail food chains, convenience stores and other retail, commercial and non-commercial establishments.
U.S. Simple Meals
The U.S. Simple Meals segment aggregates the operating segments: U.S. Soup and U.S. Sauces. The U.S. Soup retail business includes the products, such as Campbell�� condensed and ready-to-serve soups, and Swanson broth and stocks. The U.S. Sauces retail business includes Pregopasta sauces, Pace Mexican sauces, Campbell�� canned gravies, pasta, and beans, and Swanson canned poultry.
Global Baking and Snacking
The Global Baking and Snacking segment include Pepperi! dge Farm cookies, crackers, bakery and frozen products in the United States retail. It also includes Arnott�� biscuits in Australia and Asia Pacific.
International Simple Meals and Beverages
The International Simple Meals and Beverages segment aggregates the simple meals and beverages operating segments outside of the United States, including Europe, the retail business in Canada, and the businesses in Asia Pacific, Latin America and China. The segment�� operations include Erasco and Heisse Tasse soups in Germany,Liebig and Royco soups in France, Devos Lemmens mayonnaise and cold sauces and Campbell�� and Royco soups in Belgium, and Bla Band soups and sauces in Sweden. In Canada, operations include Habitant and Campbell�� soups, Prego pasta sauces, Pace Mexican sauces, V8 juices and beverages and certain Pepperidge Farm products. In Asia Pacific, operations include Campbell�� soup and stock, Kimball sauces, V8 juices and beverages, Prego pasta sauce and Swanson broths.
U.S. Beverages
The U.S. Beverages segment represents the United States retail beverages business, including V8 juices and beverages, and Campbell�� tomato juice.
North America Foodservice
The North America Foodservice segment represents the distribution of products, such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through food service channels in the United States and Canada.
Advisors' Opinion:- [By Paul Ausick]
Big earnings movers: Campbell Soup Co. (NYSE: CPB) is down 3.2% at $43.30. Corinthian Colleges Inc. (NASDAQ: COCO) is down 10.3% at $2.34. JA Solar Holdings Co. Ltd. (NASDAQ: JASO) is down 6.9% at $7.40.
- [By Jared Cummans]
Deutsche Bank analyst Greg Poole issue a lowered price target for Campbell Soup Company (CPB) today.
Though Poole maintained his “hold” rating on the stock, he noted that a less-than-rosy guidance for 2014 has the financial giant concerned. Poole sees the stock at $45 as opposed to his previous level of $47; a drop of nearly 4.3%. Poole did note that Deutsche Bank is encouraged by Campbell Soup focusing on new products as well as some M&A activity.
Investors should also take note that Campbell’s stock is just below $43, meaning that Deutsche still sees an upside of at least 4.7% for the near future.
Campbell’s stock was down $1.04, or 2.48%, at Thursday’s close. Despite a rough day, the stock is still up over 19% this year.
- [By Jeremy Bowman]
Campbell Soup (NYSE: CPB ) was also cooling off the market, as its shares fell 6.2% after an unappetizing earnings report. The world's largest soup-maker badly missed estimates, reporting earnings per share of $0.63 against expectations of $0.86, while revenues fell 1.8% to $2.17 billion, missing the analysts' mark at $2.3 billion. Guidance was also below estimates. Campbell blamed a late Thanksgiving, marketing expenses, and a change in retailer buying patterns for the earnings shortfall, but broader food shopping patterns may also be at play, as fresh produce and organic packaged goods have gained favor with the population amid the rise of Whole Foods Market and other natural-foods grocers.
10 Best Trucking Stocks For 2014: Transglobe Energy Corp(TGA)
TransGlobe Energy Corporation operates as an exploration and production company with oil interests in the Arab Republic of Egypt and the Republic of Yemen. It has interests in 9 international blocks comprising 5.5 million acres. The company was formerly known as Dusty Mac Mines, Ltd. and changed its name to TransGlobe Energy Corporation in April 1996 as a result of its business focus shift from mineral exploration and extraction to oil and gas business. TransGlobe Energy Corporation was founded in 1968 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Seth Jayson]
TransGlobe Energy (Nasdaq: TGA ) is expected to report Q1 earnings on May 7. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict TransGlobe Energy's revenues will contract -10.7% and EPS will expand 80.0%. - [By Jake L'Ecuyer]
Leading and Lagging Sectors
Wednesday morning, the financial sector proved to be a source of strength for the market. Leading the sector was strength from SouFun Holdings (NYSE: SFUN) and E-House (China) Holdings (NYSE: EJ). In trading on Wednesday, energy shares were relative laggards, down on the day by about 0.67 percent. Among the energy stocks, Endeavour International (NYSE: END)was down more than 22 percent, while TransGlobe Energy (NASDAQ: TGA) tumbled around 6 percent. - [By Sean Williams]
Overseas opportunity
I can't say I'm someone who particularly likes to push my luck in regions of the world where political upheaval can threaten my investments. One such example where I've bucked that trend is AngloGold Ashanti�in Africa, which dealt with a large labor strike that shut down two its mines for a significant amount of time. This came on top of the higher-than-normal labor costs African metal miners already deal with. The next such name I'd like to add to this short list of exceptions is independent oil and gas driller TransGlobe Energy (NASDAQ: TGA ) .
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