There’s been a lot of talk that investors are ready to shed their pessimistic views on airline stocks like Alaska Air (ALK) Delta Air Lines (DAL), United Continental Holdings (UAL) and American Airlines (AAL) and embrace them for the long term. The only problem: There’s no sign that they actually are.
Getty ImagesMutual funds own only 32% of ownership of US airline stocks like American Airlines, United� Continental, Delta Air Lines and Alaska Air, just two percentage points more than in 2009, according to�Wolfe Research’s Hunter Keay. Hedge funds, meanwhile, own just 16%, three percentage points higher than in 2009. That suggests that the “smart money” investors hasn’t been quick to embrace he “new” airlines, Keay says. He explains:
Although it may seem like it�� becoming more popular to invest in airlines, data would show that it�� not. Optimism appears confined to a small group. Multiples are still compressed and the prior stats indicate that there still isn�� a lot of long-term capital invested in the space. We also haven�� seen many major ��hale��investors like Warren Buffett put money to work. But Mr. Buffett was once skeptical of railroads, too, prior to his purchase of BNSF. Imagine what it would mean if he or another similar investor bought an airline?
5 Best Defensive Stocks To Invest In 2015: Tallgrass Energy Partners LP (TEP)
Tallgrass Energy Partners, LP incorporated on February 6, 2013, is a limited partnership company. It provides natural gas transportation and storage services for customers in the Rocky Mountain and Midwest regions of the United States through its Tallgrass Interstate Gas transportation system and processing services for customers in Wyoming through its Midstream Facilities. The Company operates in two segments: Gas Transportation and Storage and Processing. The Gas Transportation and Storage segment is engaged in ownership and operation of interstate natural gas pipelines and related natural gas storage facilities that provide services to third-party natural gas distribution utilities and other shippers. The Processing segment is engaged in ownership and operation of natural gas processing and treating facilities that produce natural gas liquids and residue gas that is sold in local wholesale markets or delivered into pipelines for transportation to additional end markets.
The Company provides processing services for customers in Wyoming through its Casper and Douglas natural gas processing and West Frenchie Draw natural gas treating facilities. The Casper and Douglas plants have combined capacity of 138.5 138.5 MMcf/d. The Company has its operations in Lakewood, Colarado. The Company owns and natural gas processing plants in Casper and Douglas, Wyoming and a natural gas treating facility at West Frenchie Draw, Wyoming through its wholly-owned subsidiary, Tallgrass Midstream, LLC.
The Company competes with Kinder Morgan and Southern Star Central Gas Pipeline, Inc.
Advisors' Opinion:- [By Robert Rapier] There were a half a dozen initial public offerings (IPOs) by master limited partnerships in the first half of the year, and all but one are now in the green while one has nearly doubled in value.
The first MLP IPO of 2013 debuted on Jan. 15. USA Compression Partners (NYSE: USAC), which I mentioned in last week’s issue, provides compression services for the oil and gas industry. Units have advanced 36 percent since the IPO, and at the current price yield 7.3 percent.
The day after the USA Compression Partners IPO, CVR Refining (NYSE: CVRR) made its debut. CVRR was spun off from CVR Energy (NYSE: CVI), and both companies remain majority-owned by Carl Icahn. CVR Refining’s primary assets are two refineries located in Kansas and Oklahoma with a combined processing capacity of approximately 185,000 barrels per day (bpd). These refineries are strategically located near the major Cushing, Oklahoma shipment and storage hub, with easy access to discounted feedstock from the nearby Permian basin, as well as the Bakken shale and Canadian oil sands.
But refiners have struggled with diminished margins in 2013 because of a much lower Brent-WTI differential. After the recently concluded second quarter, CVRR declared a distribution of $1.35 per unit, bringing its per-unit distributions for the first half of the year to $2.93. At the same time, CVR Refining lowered its annual distribution target to a range of $4.10 to $4.80 per unit. This was lower than the outlook issued in March, when it foresaw annual distributions of $5.50 to $6.50. CVRR units slid on the news, and are presently trading slightly below the $25 IPO price. The lower end of the revised forecast implies distributions of $1.17 per unit in the second half of the year, for a forward annualized yield of 10 percent based on the recent $23.50 unit price.
SunCoke Energy Partners (NYSE: SXCP) was the third IPO to debut during a very busy third week of January. SXCP is the first M
Top 5 Warren Buffett Stocks To Own Right Now: 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:
Top 5 Warren Buffett Stocks To Own Right Now: Illumina Inc.(ILMN)
Illumina, Inc. develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function. Its instrumentation products include HiSeq 2000, an instrument for high-throughput (up to 200 Gb per run and up to 25 GB per day) sequencing using sequencing-by-synthesis (SBS) technology; Genome Analyzer IIx, an instrument for medium to high-throughput (up to 95 Gb per run) sequencing using SBS technology; Genome Analyzer IIe, an instrument for low to medium throughput (up to 40 Gb per run) sequencing using SBS technology; iScan System, a high-resolution imaging instrument to scan BeadArray based assays; and BeadXpress Reader, a low- to mid-multiplex, high-throughput instrument for readout of assays. The company?s consumables consist of InfiniumHD Whole-Genome BeadChips comprising HumanOmniExpress, HumanOmni1-Quad, Human1M-Duo, and BovineHD, which are multi-sample DNA analysis microarrays; iSelect Custom Genotyping BeadChips that are custome r designable SNP genotyping arrays; GoldenGate Assay Method, a high throughput assay and genotyping system; GoldenGate Universal-32 Sample BeadChip, which are 32 sample GoldenGate genotyping arrays; Paired-End Genomic DNA Sample Prep Kit, a streamlined library preparation kit to generate 200?500 kb insert paired-end reads; VeraCode GoldenGate that are low plex GoldenGate genotyping arrays compatible with the BeadXpress System; Standard Sequencing Kit, reagents used for SBS chemistry on sequencing platforms; and Infinium Assay Kit, reagents used to perform Infinium assays on the iScan platform. It also provides sequencing and genotyping services. The company?s customers include pharmaceutical, biotechnology, agrichemical, diagnostics, and consumer products companies, as well as research centers. It sells its products through distributors in North America, Europe, the Asia-Pacific, the Middle East, and South Africa. Illumina was founded in 1998 and is headquartered in San Dieg o, California.
Advisors' Opinion:- [By Heather Long]
Some of the stocks he likes now include: Illumina (ILMN), Alexion Pharmaceuticals (ALXN), Actavis (ACT), and United Rentals (URI). All of these are up more than 20% this year with Illumina up over 50%.
- [By Vanina Egea]
Illumina Inc. (ILMN) is a leading developer and distributor of next-generation integrated systems used for the large-scale analysis of genetic variation and function. It applies innovative DNA sequencing as well as an array of technologies to provide information that could be used to improve drugs and therapies, customize diagnostics and treatments, and cure diseases. The firm is developing a wide line of products that "can address the scale of experimentation and the breadth of functional analysis required to achieve the goals of molecular medicine."
Top 5 Warren Buffett Stocks To Own Right Now: Meridian Bioscience Inc.(VIVO)
Meridian Bioscience, Inc., a life science company, engages in the development, manufacture, sale, and distribution of diagnostic test kits primarily for gastrointestinal, foodborne, viral, respiratory, and parasitic infectious diseases. The company?s diagnostic products primarily consist of C. difficile for the detection of gastrointestinal diseases; Rotavirus and Adenovirus products for pediatric diarrhea detection; H. pylori for stomach ulcers; Enterohemorrhagic E. coli infection and Campylobacter jejuni used in the detection of foodborne diseases; Varicella-Zoster for viral diseases; and Cytomegalovirus for organ transplant infections. Its products also include transport media that store and preserve specimen samples from patient collection to laboratory testing. The company?s diagnostic test kits utilize immunodiagnostic and molecular technologies, which test samples of stool, blood, urine, and other body fluids or tissue for the presence of specific infectious disea ses. In addition, Meridian Bioscience, Inc. manufactures and distributes bulk antigens, antibodies, PCR/qPCR reagents, nucleotides, competent cells, and bioresearch reagents used by researchers and other diagnostic manufacturers. Further, it involved in the contract development and manufacture of proteins and other biologicals under cGMP conditions for use by biopharmaceutical and biotechnology companies engaged in research for new drugs and vaccines. The company sells its diagnostic test kits through direct sales force and independent distributors to reference laboratories and hospitals, principally in the United States, Canada, Belgium, France, Holland, Italy, the United Kingdom, Africa, the Middle East, and other European countries. The company was founded in 1976 and is headquartered in Cincinnati, Ohio.
Advisors' Opinion:- [By Seth Jayson]
Meridian Bioscience (Nasdaq: VIVO ) reported earnings on July 25. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q3), Meridian Bioscience met expectations on revenues and beat expectations on earnings per share. - [By Marc Bastow]
Integrated life sciences company Meridian Biosciences (VIVO) raised its quarterly dividend 5.3% to 20 cents per share, payable on Feb. 14 to shareholders of record as of Feb. 3.
VIVO Dividend Yield: 3.22%
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