Monday, March 30, 2015

5 Best Electric Utility Stocks To Watch Right Now

Las Vegas Sands���(NYSE:LVS) stock has been on a tear in the last year and is up almost twice as much as the S&P 500 in the past 12 months. The company�� success can largely be attributed to CEO Sheldon Adelson�� vision of turning Macau — a small Chinese administrative region about 40 miles from Hong Kong — into a “mini Las Vegas.” Will Macau be the proverbial Promised Land for Las Vegas Sands shareholders, or does the company expect too much from an island that measures less than 12 square miles? Let�� use our CHEAT SHEET investing framework to decide whether Las Vegas Sands is an OUTPERFORM, WAIT AND SEE, or STAY AWAY.

C = Catalysts for the Stock�� Movement

Macau, one of two Chinese administrative regions, is displacing Las Vegas as the new global gambling mecca. Gambling revenues in the region are around $25 billion year to date and grew 20 percent in July from the previous year. Macau�� gross domestic product grew 10.8 percent last quarter, largely due to the booming gambling industry in the region. In addition, a 31-mile bridge, which connects Hong Kong and Macau, is scheduled for completion in 2015. Since most gamblers coming to Las Vegas Sands�� four Macau-based casinos are from the Hong Kong area, the company should experience even more customers once the bridge is completed. The only threat to the casino boomtown of Macau is its own government — mainland China is seeking to limit the percentage of Macau�� GDP that comes from gambling; however, it is unlikely that the government can or will want to significantly change the landscape of Macau�� economy.

Top 5 Heal Care Stocks To Own For 2015: Yamana Gold Inc.(AUY)

Yamana Gold Inc. engages in gold and other precious metals mining, and related activities, including exploration, extraction, processing, and reclamation. It also explores for copper, molybdenum, zinc, and silver metals. The company's portfolio includes 7 operating gold mines namely Chapada; El Pen Advisors' Opinion:

  • [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 Jonathan Yates]

    And this news now results in dividend-paying gold stocks, such as Yamana Gold (NYSE: AUY), Gold Fields (NYSE: GFI) and Newmont Mining (NYSE: NEM) being attractive as both short-term and long-term investments.

  • [By Ben Levisohn]

    Earnings from Yamana Gold (AUY) and Barrick Gold (ABX), as well as the death of the merger between Barrick and Newmont Mining (NEM), are weighing on gold miners this morning.

    Associated Press

    Barrick Gold reported a profit of 20 cents a share, beating forecasts for 19 cents a share, on sales of $2.63 billion. Analysts had expected $2.6 billion. Barrick also lowered its copper guidance. No mention was made of a merger with Newmont Mining in Barrick’s press release.

    Yamana Gold, meanwhile, reported a profit of 2 cents a share, missing forecasts for 4 cents. It said it will focus on its Canadian and Argentine operations.

    Morgan Stanley’s Brad Humphrey and team assess Yamana’s miss:

    [Yamana's] 1Q14 results missed consensus but were in line with our estimates. Gold and copper output came in below our forecasts, offset by lower than expected expenses. Due to seasonality, [Yamana] typically reports a weaker 1H. Given April results provided, output is trending up in Q2.�[Yamana] Shares could be weak initially on back of consensus miss but going fwd, output is expected to trend up QoQ and if successful acquiring 50% of Osisko, political risk profile improves, with the addition of this material, long life, low cost asset.

    Cowen’s Adam Graf and Misha Levental

    [Barrick] 1Q14 adjusted earnings of $0.20/share, slightly ahead of consensus, down from $0.92/share y/y. The decrease primarily reflects the impact of lower metal prices and lower gold sales volumes. Additionally, lower earnings reflect the impact of asset sales that occurred since the second half of 2013, including the sale of the Kanowna and Plutonic mines in Australia and its 33% stake in the Marigold mine in Nevada in 2014.

    Full-year guidance remains on track for gold at 6.0-6.5MM oz Au at AISC of $920- $980/oz. Copper production has lowered, however, to 410-440MM lbs Cu (from 470-500MM), at original cost guidance of $1.90-$2.10/lb Cu. C

5 Best Electric Utility Stocks To Watch Right Now: Tellabs Inc.(TLAB)

Tellabs, Inc. designs, develops, and supports telecommunications networking products for communication service providers in the United States and internationally. Its products and services enable customers to deliver wireless and wireline voice, data, and video services to business and residential customers. The company operates through three segments: Broadband, Transport, and Services. The Broadband segment provides access products that enable service providers to deliver bundled voice, video, and high-speed Internet/data services over copper or fiber networks; managed access products, which deliver wireless and business services primarily outside of North America; and data products, including packet-switched products that enable wireless and wireline carriers to deliver mobile voice and Internet services, and wireline business services to their customers. The Transport segment enables service providers to manage network bandwidth by adding capacity needed; and wireline and wireless providers to support metro networks, mobile services, and business services for enterprises, as well as triple-play voice, video, and data services for residential consumers. The Services segment delivers deployment, training, support, and professional services, which support various phases of the network, such as planning, building, and operating. Tellabs, Inc. serves primarily communication services providers, including local exchange carriers; wireline and wireless service providers; multiple system operators; competitive service providers; distributors; original equipment manufacturers; system integrators; and government agencies. The company sells its products and services through its direct sales and sales support personnel, value-added resellers, independent sales representatives, distributors, and public and private network providers. Tellabs, Inc. was founded in 1974 and is headquartered in Naperville, Illinois.

Advisors' Opinion:
  • [By SA Pro Top Ideas]

    Stock Movers and Great Calls
    Alpha-Rich long and short ideas regularly move stocks and identify stocks that are about to move. Some notable recent calls subscribers had early access to:

    Saidal Mohmand argued Wednesday that Tellabs (TLAB) was a strong assets play on the verge of a turnaround. The stock is +5.9% since. Read article » On June 13, Stephen Lin said that Ellie Mae's (ELLI) dominant position could mean 45% upside. Shares are +30.7% since. Read article »

    To Come Today
    Don't forget to check your SA Pro dashboard later today for the latest Alpha-Rich ideas, including a REIT with strong management and many catalysts. Any thoughts to share on the latest Alpha-Rich ideas? Leave a comment here. Have a great weekend.

    SA Pro Editors
    …............

    The SA Pro team is Eli Hoffmann (Editor in Chief), Rachael Granby (Editorial Product Manager), Daniel Shvartsman, Samir Patel, Michael McDonald, and Jeffrey Fischer (Senior Pro Editors). You can reach us at pro-editors@seekingalpha.com.

  • [By Rick Munarriz]

    Thursday
    Tellabs (NASDAQ: TLAB  ) checks in on Thursday. The provider of mobile backhaul, packet optical, and services solutions to communications services lost its CEO to colon cancer last year. It has also lost its mojo. Wall Street sees Tellabs merely breaking even in 2013 on a 14% decline in revenue.

5 Best Electric Utility Stocks To Watch Right Now: Corcept Therapeutics Incorporated(CORT)

Corcept Therapeutics Incorporated, a development stage pharmaceutical company, engages in the discovery and development of drugs for the treatment of severe metabolic and psychiatric disorders. The company focuses on the development of drugs for disorders that are associated with steroid hormone called cortisol. Corcept Therapeutics Incorporated has completed its Phase III study of CORLUX for the treatment of Cushing's Syndrome, as well as has an ongoing Phase III study of CORLUX for the treatment of the psychotic features of psychotic depression; and a Phase II program for CORT 108297 and an IND-enabling program for CORT 113083. It has a patent license from Stanford University for the use of GR-II antagonists, as well as agreements with ICON Clinical Research, LP; and MedAvante, Inc. The company was founded in 1998 and is based in Menlo Park, California.

Advisors' Opinion:
  • [By James E. Brumley]

    Looks out Synta Pharmaceuticals Corp. (NASDAQ:SNTA), and AVEO Pharmaceuticals, Inc. (NASDAQ:AVEO), you're on notice too. Corcept Therapeutics Incorporated (NASDAQ:CORT) is nipping at your heels, and better still, shares of the company looks like they're about to dole out a sizeable reward to investors who see the writing on the wall.

5 Best Electric Utility Stocks To Watch Right Now: Wacker Chemie AG (WCH)

Wacker Chemie AG is a Germany-based company engaged in chemical industry. The Company operates through four business segments: WACKER SILICONES, which produces silicone products, ranging from silanes through silicone fluids, emulsions, elastomers, sealants and resins to pyrogenic silicas; WACKER POLYMERS, which offers a range of polymeric binders and additives; WACKER POLYSILICON, which provides polysilicon, and WACKER BIOSOLUTIONS, which is the life science division of the Company, offers solutions and products for the food, pharmaceutical and agrochemical industries. The Company offers its products for a range of sectors, including consumer goods, food, pharmaceuticals, textiles and the solar, electrical/electronics, basic-chemical industries, medical technology, biotech and mechanical engineering, automotive and construction. The Company also supplies silicon wafers to the semiconductor industry. Advisors' Opinion:
  • [By Jonathan Morgan]

    Wacker Chemie AG (WCH), the fourth-largest producer of polysilicon, jumped 9 percent to 56.22 euros, its largest increase since December.

    Banks Decline

    Commerzbank slumped 3.7 percent to 8.18 euros, for the biggest loss on the benchmark index.

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