Sometimes, markets overreact to news.
Hot Regional Bank Stocks To Own For 2016: Kraton Performance Polymers Inc (KRA)
Kraton Performance Polymers, Inc. engages in the production of styrenic block copolymers (SBCs) and other engineered polymers worldwide. The company offers highly-engineered synthetic elastomers that enhance the performance of various end use products by imparting flexibility, resilience, strength, durability, and processability. It also provides isoprene rubber products for use in the production of medical products, adhesives, tackifiers, paints, coatings, and photo-resistors; and isoprene rubber latex, a substitute for natural rubber latex that are used in surgical gloves and condoms. In addition, the company is involved in the development and commercialization of polyvinyl chloride alternatives for wire, cable, and medical applications; polymers for use in slush molding; and membrane polymers for use in water filtration and breathable fabrics. Further, it offers core commercial grades of SBCs; unhydrogenated SBCs, which are primarily used in paving and roofing, adhesive s, and sealants and coatings, as well as footwear applications; hydrogenated SBCs, which are used in soft touch and flexible materials, personal hygiene products, and automotive components; and compounds, other polymers, resins, oils, or fillers that are used in various consumer and industrial applications. Kraton Performance Polymers, Inc. markets its products through various channels, including direct sales force, marketing representatives, and distributors under the Kraton, Cariflex, and Nexar brand names. The company was formerly known as Polymer Holdings LLC and changed its name to Kraton Performance Polymers, Inc. in December 2009. Kraton Performance Polymers, Inc. is headquartered in Houston, Texas.
Advisors' Opinion:- [By Garrett Cook]
Basic materials sector was the top loser in the US market on Tuesday. Top decliners in the sector included Kraton Performance Polymers (NYSE: KRA), Molycorp (NYSE: MCP), and AuRico Gold (NYSE: AUQ).
- [By Garrett Cook]
Basic materials sector was the top loser in the US market on Tuesday. Top decliners in the sector included Kraton Performance Polymers (NYSE: KRA), Molycorp (NYSE: MCP), and AuRico Gold (NYSE: AUQ).
- [By Anna Prior]
Kraton Performance Polymers Inc.'s(KRA) board is no longer pushing for the company’s stockholders to approve its plans to combine with LCY Chemical Corp.'s(1704.TW) styrenic block copolymer operations.
Hot Oil Service Stocks To Buy For 2015: WPP plc (WPPGY)
WPP plc provides communications services worldwide. Its Advertising and Media Investment Management segment plans and creates marketing and branding campaigns; and designs and produces advertisements for television, cable, the Internet, radio, magazines, and newspapers, as well as outdoor locations, including billboards. This segment also has media investment management capabilities in the areas of business science, consumer insight, communications and media planning implementation, interactions, content development, and sports and entertainment marketing. The company�s Consumer Insight segment offers custom research services in various sectors, including strategic market studies; brand positioning; equity research; customer satisfaction surveys; product development; international research; advanced modeling; advertising research; pre-testing, tracking, and sales modeling; and trends and futures research and consultancy. Its Public Relations & Public Affairs segment provi des advice to clients that seek to communicate with consumers, governments, and/or the business and financial communities. This segment�s activities include corporate, financial, and marketing communications; crisis management; reputation management; public affairs; and government lobbying. The company�s Branding & Identity, Healthcare, and Specialist Communications segment engages in branding and identity; healthcare communications; and direct, digital, promotional, and relationship marketing activities. This segment also offers specialist communications services, such as custom media and multicultural marketing; event, sports, youth, and entertainment marketing; corporate and business-to-business; and media, technology, and production services, as well as digital and measurable interactive marketing, digital marketing strategy, mobile solutions, and platforms services. The company has a strategic partnership with Twitter, Inc. WPP plc was founded in 1971 and is based in London, the United Kingdom.
Advisors' Opinion:- [By Kevin Godbold]
So this series aims to identify appealing FTSE 100 investment opportunities and today I'm looking at�WPP� (LSE: WPP ) (NASDAQ: WPPGY ) , which provides marketing communications services such as advertising and public relations.
- [By Alan Oscroft]
WPP (LSE: WPP ) (NASDAQ: WPPGY )
WPP shares have gained a modest 0.5% after the advertising giant revealed an acquisition. The firm's wholly owned operating network VML will take a 49% stake in Polish digital agency Heureka Group, with an option to acquire a majority stake at a later date. - [By Alanna Petroff]
2. Earnings expectations: Shares in advertising giant WPP (WPPGY) were higher by roughly 2% in London after the firm reported strong half-year earnings.
Hot Oil Service Stocks To Buy For 2015: Lagardere SCA (MMB)
Lagardere SCA is a France-based media group principally engaged in the publishing sector. The Company operates through four business segments. Lagardere Publishing, the Company's book publishing and e-publishing business carried out under the name of Hachette Livre, publishes educational works, general literature, illustrated books, practical guides and works for the youth market. Lagardere Active encompasses the Company's publishing, audiovisual (radio, television, audiovisual production), digital media and advertising sales brokerage businesses. Lagardere Services takes care of the distribution of the newspaper, communication and leisure. Lagardere Unlimited is the division specialized in the sport industry and entertainment businesses and is active via six subsidiaries: Sportfive, IEC in Sports, Upsolut, Prevent, among others. In April 9, 2013, it sold all of its 7.4% stake in EADS. Advisors' Opinion:- [By Namitha Jagadeesh]
BHP Billiton Ltd. (BHP) and Rio Tinto Group, the world�� largest mining companies, advanced at least 3.5 percent. Repsol SA increased the most in a month after saying it discovered natural gas in Algeria. Lagardere SCA (MMB) lost the most in four months after selling its stake in European, Aeronautic, Defence & Space Co.
Hot Oil Service Stocks To Buy For 2015: Lexicon Pharmaceuticals Inc.(LXRX)
Lexicon Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery and development of drug candidates for the treatment of various human diseases. The company utilizes gene knockout technologies and an integrated platform of medical technologies to systematically study the physiological and behavioral functions of approximately 5,000 genes in mice and assessed the utility of the proteins encoded by the corresponding human genes as drug targets. Its portfolio of orally-delivered small molecule compounds that have completed or are presently conducting phase 2 clinical trails includes LX4211 for the treatment of type 2 diabetes; LX1031 for the treatment of irritable bowel syndrome and other gastrointestinal disorders; LX1032 for the treatment of the symptoms associated with carcinoid syndrome; and LX2931 for the treatment of rheumatoid arthritis and other autoimmune diseases. The company also develops LX1033, an orally-delivered small molecule compound that is in phase 1 clinical trails for the treatment of irritable bowel syndrome and other gastrointestinal disorders. In addition, it develops three orally-delivered small molecule compounds in preclinical development stage that include LX7101 for treatment of glaucoma; LX5061 for the treatment of osteoporosis; and LX2311 for the treatment of autoimmune diseases. Further, the company has small molecule compounds from various additional drug discovery programs in various stages of preclinical research. It has drug discovery and development collaborations with Bristol-Myers Squibb Company; Genentech, Inc.; N.V. Organon; and Takeda Pharmaceutical Company Limited. The company also has a series of agreements with Symphony Icon, Inc. for the financing of clinical development programs; and an alliance with Nuevolution A/S to access Nuevolution?s Chemetics chemistry technology. Lexicon Pharmaceuticals, Inc. was founded in 1995 and is headquartered in The Woodlands, Texas.
Advisors' Opinion:- [By Lauren Pollock]
Among the companies with shares expected to actively trade in Tuesday’s session are OncoMed Pharmaceuticals Inc.(OMED), Lexicon Pharmaceuticals Inc.(LXRX) and Krispy Kreme Doughnuts Inc.(KKD)
- [By Keith Speights]
1. Lexicon Pharmaceuticals (NASDAQ: LXRX )
Lexicon experienced its heyday in the first few years of the 21st century, but it's pretty much been downhill since then. Shares of the biotech have dropped more than 60% in the past 10 years.
Hot Oil Service Stocks To Buy For 2015: National Bank Holdings Corp (NBHC)
National Bank Holdings Corporation (NBH), incorporated in June 2009, is a bank holding company. Through Bank Midwest, N.A. (Bank Midwest), NBH�� primary business is to offer a range of traditional banking products and financial services to both its commercial and consumer customers, located in Kansas, Missouri and Colorado. The Company offers an array of lending products to cater to the customers��needs, including, but not limited to, small business loans, equipment loans, term loans, asset-backed loans, letters of credit, commercial lines of credit, residential mortgage loans, home equity and consumer loans. It also offers traditional depository products, including commercial and consumer checking accounts, non-interest-bearing demand accounts, money market deposit accounts, savings accounts and time deposit accounts and cash management services. As of December 31, 2011, it operated a network of 103 full-service banking centers, with the majority of those banking centers located in the Kansas City region and Colorado. On October 21, 2011, the Company acquired selected assets and assumed selected liabilities of Community Banks of Colorado, a state chartered bank based in Greenwood Village, Colorado, from the FDIC, which included 36 full-service banking centers in Colorado and four in California.
Lending Activities
NBH�� loan portfolio includes commercial and industrial loans, consumer loans, commercial real estate loans, residential real estate loans and agricultural loans. As of December 31, 2011, approximately 61.5% of the Company�� total portfolio was variable rate loans, approximately 38.5% of the total loan portfolio was fixed rate loans and less than 1.6% of its total loan portfolio was unsecured. As of December 31, 2011, of the loans it had originated, approximately 35.1% were variable rate loans and approximately 64.9% were fixed rate loans.
The Company originates commercial and industrial loans and leases, including working capital loans, equi! pment loans and other commercial loans and leases. As of December 31, 2011, approximately 98.2% of its commercial and industrial loans were secured. As of December 31, 2011, it had $372.0 million in commercial and industrial loans and leases outstanding, comprising approximately 16.3% of its total loan portfolio. During the year ended December 31, 2011, it originated and closed $26.7 million of commercial and industrial loans, which was approximately 18.8% of total loans originated for portfolio investment during that period.
The Company offers a range of consumer loans, including loans to banking center customers for consumer and business purposes, to meet customer demand and to increase the yield on its loan portfolio. As of December 31, 2011, it had $74.3 million in consumer loans outstanding, comprising 3.3% of its total loan portfolio. Its real estate loans consist of commercial real estate loans and residential real estate loans. Commercial real estate loans (CRE) loans, consist of loans to finance the purchase of commercial real estate, loans to finance inventory and working capital that are secured by commercial real estate and construction and development loans. Its CRE loans include loans on 1-4 family construction properties, commercial properties such as office buildings, strip malls, or free standing commercial properties, multi-family and investor properties and raw land development loans.
Residential real estate loans consist of loans secured by the primary or secondary residence of the borrower. These loans consist of closed loans, which are typically amortizing over a 10 to 30 year term. It also offers open-ended home equity loans, which loans are secured by secondary financing on residential real estate. As of December 31, 2011, it had a total of $522.4 million in outstanding residential real estate loans, comprising 22.9% of its total loan portfolio. Agricultural loans consist of loans to farmers and other agricultural businesses to finance agricultural produ! ction.
Source of Fund
NBH�� offers a range of deposit products to the customers, including checking accounts, savings accounts, money market accounts and other deposit accounts, including fixed-rate, fixed maturity retail time deposits ranging in terms from 30 days to five years, individual retirement accounts, and non-retail time deposits consisting of jumbo certificates greater than or equal to $100,000. As of December 31, 2011, the Company�� deposit portfolio was comprised of 13.4% non-interest bearing deposits and 55.0% time deposits. Its deposits are primarily obtained from areas surrounding its banking centers.
Financial Products and Services
In addition to traditional banking activities, the Company provides other financial services to the customers. It includes Internet banking, wire transfers, automated clearing house services, electronic bill payment, lock box services, remote deposit capture services, courier services, merchant processing services, cash vault, controlled disbursements, positive pay and cash management services (including account reconciliation, collections and sweep accounts).
The Company competes with UMB, Commerce, US Bank, Bank of America, Valley View, Capitol Federal, Central Bancompany, CCB Financial Corp, Enterprise Financial Services Corp, Wells Fargo, FirstBank, JPMorgan Chase, U.S. Bank, Bank of the West, KeyBank, Alpine Bank, Compass Bank, Vectra Bank, First National Bank of Colorado and Zions Bank.
Advisors' Opinion:- [By Shauna O'Brien]
On Tuesday, Goldman Sachs reported that it has downgraded National Bank Holdings Corp (NBHC) to “Sell.”
The firm has cut its rating on NBHC from “Neutral” to “Sell,” and has given the company a $21 price target. This price target suggests that the stock will remain flat at its current price of $20.94.
An analyst from the firm commented: “While we believe that NBHC can grow EPS longer term as it leverages its $400mn of excess capital (above 10% tier 1 leverage), with shares trading at 1.1x TBV, we see limited upside in the near-term without any strategic M&A.”
Looking ahead, the firm has maintained its FY2013 EPS estimate of 26 cents. For FY2014 and FY2015, estimates have been maintained at 57 cents and $1.88.
National Bank Holdings shares were mostly flat during pre-market trading Tuesday. The stock is up 10% YTD.
Hot Oil Service Stocks To Buy For 2015: Enbridge Energy Partners LP (EEP)
Enbridge Energy Partners, L.P. (the Partnership) owns and operates crude oil and liquid petroleum transportation and storage assets, and natural gas gathering, treating, processing, transportation and marketing assets in the United States. The Company was formed by its Enbridge Energy Company, Inc. (General Partner), to own and operate the Lakehead system, which is the United States portion of a crude oil and liquid petroleum pipeline system extending from western Canada through the upper and lower Great Lakes region of the United States to eastern Canada. A subsidiary of Enbridge Inc. (Enbridge), owns the Canadian portion of the Mainline system. Enbridge, which is based in Calgary, Alberta, Canada is a provider of energy transportation, distribution and related services in North America and internationally. Enbridge is the ultimate parent of its General Partner. As of December 31, 2011, its portfolio of assets included the approximately 6,500 miles of crude oil gathering and transportation lines and 32 million barrels of crude oil storage and terminaling capacity; natural gas gathering and transportation lines totaling approximately 11,500 miles; nine natural gas treating and 25 natural gas processing facilities with an aggregate capacity of approximately 3,255 million cubic feet per day, including plants; trucks, trailers and railcars for transporting natural gas liquids (NGLs), crude oil and carbon dioxide, and marketing assets, which provide natural gas supply, transmission, storage and sales services. The Company conducts its business through three business segments: Liquids, Natural Gas and Marketing.
Liquids Segment
The Company�� Lakehead system consists of crude oil and liquid petroleum common carrier pipelines and terminal assets in the Great Lakes and Midwest regions of the United States. The Mainline system serves refining centers in the Great Lakes and Midwest regions of the United States and the Province of Ontario, Canada. Its Lakehead system spans a distance ! of approximately 1,900 miles, and consists of approximately 5,100 miles of pipe with diameters ranging from 12 inches to 48 inches, and is transporter of crude oil and liquid petroleum from Western Canada to the United States. In addition, the system has 61 pump station locations with a total of approximately 900,000 installed horsepower and 72 crude oil storage tanks with capacity of approximately 13.9 million barrels. The Mainline system operates in a segregation, or batch mode, allowing the transport in excess of 50 crude oil commodities, including light, medium and heavy crude oil, condensate and NGLs.
The Company�� Mid-Continent system is located within PADD II and is consisted of its Ozark pipeline and storage terminals at Cushing and El Dorado, Kansas. Its Mid-Continent system includes over 430 miles of crude oil pipelines and 17.3 million barrels of crude oil storage capacity. Its Ozark pipeline transports crude oil from Cushing to Wood River where it delivers to ConocoPhillips��Wood River refinery and interconnects with the Woodpat Pipeline and the Wood River Pipeline. The storage terminals consist of 91 individual storage tanks ranging in size from 58,000 to 575,000 barrels. Of the 17.3 million barrels of storage capacity on its Mid-Continent system, the Cushing terminal accounts for 16.1 million barrels. A portion of the storage facilities are used for operational purposes, while it contracts the remainder of the facilities with various crude oil market participants for their term storage requirements. Contract fees include fixed monthly capacity fees, as well as utilization fees, which it charges for injecting crude oil into and withdrawing crude oil from the storage facilities.
The Company�� Mid-Continent system operates under month-to-month transportation arrangements and both long-term and short-term storage arrangements with its shippers. Its North Dakota system is a crude oil gathering and interstate transportation system servicing the Williston basin in! North Da! kota and Montana, which includes the Bakken and Three Forks formations. The crude oil gathering pipelines of its North Dakota system collect crude oil from points near producing wells in approximately 22 oil fields in North Dakota and Montana. Its North Dakota system is made at Clearbrook to its Lakehead system and to a third-party pipeline system. As of December 31, 2011, its North Dakota system included approximately 240 miles of crude oil gathering lines connected to a transportation line, which is approximately 730 miles long, with a capacity of approximately 210,000 barrels per day. Its North Dakota system also has 21 pump stations, one delivery station and 11 storage facilities with an aggregate working storage capacity of approximately 870,000 barrels. During the year ended December 31, 2011, it added 25,000 barrels per day of capacity from Berthold, North Dakota to the international border near Lignite, North Dakota.
Natural Gas Segment
The Company owns and operates natural gas gathering, treating, processing and transportation systems, as well as trucking, rail and liquids marketing operations. It purchases and gathers natural gas from the wellhead and delivers it to plants for treating and/or processing and to intrastate or interstate pipelines for transmission to wholesale customers, such as power plants, industrial customers and local distribution companies. As of December 31, 2011, it had nine active treating plants and 25 active processing plants, including two hydrocarbon dewpoint control facilities (HCDP) plants. Its treating facilities have a combined capacity, which approximates 1,240 million cubic feet per day while the combined capacity of its processing facilities approximates 2,015 million cubic feet per day, including 350 million cubic feet per day provided by the HCDP plants.
The Company�� natural gas business consists of East Texas system, Anadarko system and North Texas system. East Texas system includes approximately 3,900 miles of nat! ural gas ! gathering and transportation pipelines, eight natural gas treating plants and five natural gas processing plants, including two HCDP plants. Anadarko system consists of approximately 2,900 miles of natural gas gathering and transportation pipelines in southwest Oklahoma and the Texas panhandle, one natural gas treating plant and 11 natural gas processing plants. North Texas system includes approximately 4,700 miles of natural gas gathering pipelines and nine natural gas processing plants located in the Fort Worth basin. Its East Texas system is located in the East Texas basin. Natural gas on its North Texas system is produced in the Barnett shale area within the Fort Worth basin conglomerate. Its Anadarko system is located within the Anadarko basin.
As of December 31, 2011, the Company�� Elk City system includes one carbon dioxide treating plant and three cryogenic processing plants with a total capacity of 370 million cubic feet per day, and a NGL production capability of 20,000 barrels per day. It also includes its trucking and NGL marketing operations in its Natural Gas segment. These operations include the transportation of NGLs, crude oil and other products by truck and railcar from wellheads and treating, processing and fractionation facilities to wholesale customers, such as distributors, refiners and chemical facilities. In addition, its trucking and NGL marketing operations resells these products. Its services are provided using trucks, trailers and rail cars, pipeline capacity, fractionation agreements, product treating and handling equipment. Its trucking operations transport NGLs, condensate and crude oil from its processing facilities and from third party producers to its United States Gulf Coast customers. As of December 31, 2011, its fleet consisted of approximately 220 trucks and 375 trailers. Its trucking and NGL marketing operations are wholesale customers, such as refineries and propane distributors. Its trucking and NGL marketing operations also market products to whol! esale cus! tomers, such as petrochemical plants.
Marketing Segment
The Company�� Marketing segment transacts with various counterparties to provide natural gas supply, transportation, balancing, storage and sales services. Its Marketing business uses third-party storage capacity to balance supply and demand factors within its portfolio. Its Marketing business pays third-party storage facilities and pipelines for the right to store gas for various periods of time. These contracts may be denoted as firm storage, interruptible storage or parking and lending services. Its Marketing business leases third-party pipeline capacity downstream from its Natural Gas assets under firm transportation contracts. This capacity is leased for various lengths of time and at rates.
Advisors' Opinion:- [By Elliott Gue]
Steve Halpern: Now, another company in the sector is Enbridge Energy Partners (EEP), and you specifically recommend that as a value play. Could you tell us a little about that company?
- [By Aimee Duffy]
What June did bring, however, was a few announcements about IPOs planned for later this year. Devon Energy (NYSE: DVN ) announced it would pursue the IPO process for its midstream assets, while Enbridge Energy Partners (NYSE: EEP ) announced it would spin off some of its assets to form Midcoast Energy Partners. Midcoast has some intriguing natural gas and natural gas liquids assets in Texas and Oklahoma.
- [By Robert Rapier]
Last week,�TC PipeLines�(NYSE: TCP) outperformed all other MLPs, rising more than 20%. Another partnership sponsored by a Canadian midstream giant,�Enbridge Energy Partners�(NYSE: EEP), rallied 10%.
- [By Aimee Duffy]
Given the overall performance of the midstream industry during the past year and a half, a company that repeatedly offers up a poor performance come earnings time is going to stand out. Enbridge Energy Partners (NYSE: EEP ) is one such company. In this video, Fool.com contributor Aimee Duffy takes a quick look at what is hurting EEP, how it compares to its midstream peers, and whether or not this master limited partnership has a bright future ahead of it.
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