Monday, July 14, 2014

Top 5 Mid Cap Stocks To Watch Right Now

There appears to be light at the end of the tunnel for mid cap fabless semiconductor stock Marvell Technology Group Ltd (NASDAQ: MRVL) despite the fact that the company has lost a patent infringement battle with Carnegie Mellon University that could cost it $1.54 billion, meaning its worth taking a closer look at the stock along with the performance of semiconductor ETF benchmarks like SPDR S&P Semiconductor ETF (NYSEARCA: XSD), iShares PHLX SOX Semiconductor Sector (NASDAQ: SOXX) and Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA: SOXL).

What Are Fabless Semiconductor Stocks and What is Marvell Technology Group?

The fabless model refers to the business�model of outsourcing the manufacturing of silicon wafers with�most semiconductor companies actually being fabless because of the high cost for a company to build their own manufacturing fab. Hence, these companies can�concentrate on the design and marketing of chips while outsourcing the production to larger foundry companies.

Top 10 Canadian Companies To Watch In Right Now: Energy Transfer Equity L.P. (ETE)

Energy Transfer Equity, L.P., through its direct and indirect investments in the limited partner and general partner interests in Energy Transfer Partners, L.P., engages in midstream, intrastate, and interstate transportation of natural gas, as well as in storage of natural gas in the United States. The company?s Intrastate Transportation and Storage segment engages in the ownership and operation of natural gas transportation pipelines and natural gas storage facilities. As of December 31, 2009, it owned and operated approximately 7,800 miles of natural gas transportation pipelines and 3 natural gas storage facilities. This segment sells natural gas to electric utilities, independent power plants, local distribution companies, industrial end-users, and other marketing companies on the Houston pipeline system. Its Interstate Transportation segment involves owns and operates interstate natural gas pipeline. It owned and operates approximately 2,700 miles of interstate natura l gas pipeline with an additional 180 miles under construction. The company?s Midstream segment engages in the ownership and operation of in service natural gas gathering pipelines, natural gas processing plants, natural gas treating facilities, and natural gas conditioning facilities. This segment owned and operated approximately 7,000 miles of in service natural gas gathering pipelines, 3 natural gas processing plants, 11 natural gas treating facilities, and 11 natural gas conditioning facilities. Its Retail Propane segment operates a retail distribution network consisting of approximately 440 customer service locations in approximately 40 states. The company was formerly known as La Grange Energy, L.P. Energy Transfer Equity, L.P. was founded in 2002 and is based in Dallas, Texas.

Advisors' Opinion:
  • [By Paul Quintaro]

    Energy Transfer Equity, L.P. (NYSE: ETE) and Energy Transfer Partners, L.P. (NYSE: ETP) (collectively, ��nergy Transfer�� and BG Group announced today that they have entered into a project development agreement (PDA) to jointly develop the liquefied natural gas (LNG) export project at the existing Trunkline LNG import terminal in Lake Charles, Louisiana.

Top 5 Mid Cap Stocks To Watch Right Now: Entergy Corp (ETR)

Entergy Corporation (Entergy), incorporated on August 19, 1992, is an integrated energy company engaged primarily in electric power production and retail distribution operations. Entergy owns and operates power plants with approximately 30,000 megawatts of electric generating capacity, including more than 10,000 megawatts of nuclear power. Entergy delivers electricity to 2.8 million utility customers in Arkansas, Louisiana, Mississippi and Texas. Entergy operates through two business segments: Utility and Entergy Wholesale Commodities. The Utility business segment includes the generation, transmission, distribution, and sale of electric power in portions of Arkansas, Mississippi, Texas, and Louisiana, including the City of New Orleans; and operates a small natural gas distribution business. The Entergy Wholesale Commodities business segment includes the ownership and operation of six nuclear power plants located in the northern United States and the sale of the electric power produced by those plants to wholesale customers.

Utility

The Utility business segment includes six wholly-owned retail electric utility subsidiaries: Entergy Arkansas, Entergy Gulf States Louisiana, Entergy Louisiana, Entergy Mississippi, Entergy New Orleans, and Entergy Texas. These companies generate, transmit, distribute and sell electric power to retail and wholesale customers in Arkansas, Louisiana, Mississippi, and Texas. Entergy Gulf States Louisiana and Entergy New Orleans also provide natural gas utility services to customers in and around Baton Rouge, Louisiana, and New Orleans, Louisiana, respectively. Also included in the Utility is System Energy, a wholly owned subsidiary of Entergy Corporation that owns or leases 90% of Grand Gulf. System Energy sells its power and capacity from Grand Gulf at wholesale to Entergy Arkansas, Entergy Louisiana, Entergy Mississippi, and Entergy New Orleans. The electric energy sales of the Utility operating companies are subject to seasonal fluctuations, with t! he peak sales period normally occurring during the third quarter of each year. On July 30, 2012, Entergy reached a 2012 peak demand of 21,866 megawatt hour.

Entergy New Orleans and Entergy Gulf States Louisiana provide both electric power and natural gas to retail customers. During the year ended December 31, 2012, Entergy New Orleans and Entergy Gulf States Louisiana sold 8,924,256 and 6,104,341 million cubic feet, respectively, of natural gas to retail customers. In 2012, 97% of Entergy Gulf States Louisiana�� operating revenue was derived from the electric utility business, and only 3% from the natural gas distribution business. In 2002, Entergy New Orleans, 86% of operating revenue was derived from the electric utility business and 14% from the natural gas distribution business.

Entergy Wholesale Commodities

Entergy Wholesale Commodities includes the ownership and operation of six nuclear power plants, five of which are located in the Northeast United States, with the sixth located in Michigan, and is primarily focused on selling electric power produced by those plants to wholesale customers. Entergy Wholesale Commodities��revenues are primarily derived from sales of energy and generation capacity from these plants. Entergy Wholesale Commodities also provides operations and management services, including decommissioning services, to nuclear power plants owned by other utilities in the United States. Entergy Wholesale Commodities also includes the ownership of two non-operating nuclear facilities, Big Rock Point in Michigan and Indian Point 1 in New York that were acquired when Entergy purchased the Palisades and Indian Point 2 nuclear plants, respectively. The Pilgrim and Vermont Yankee and Rhode Island plants fall under the authority of the Independent System Operator (ISO) New England and the FitzPatrick and Indian Point plants fall under the authority of the New York Independent System Operator (NYISO). The Palisades plant falls under the authority of ! the MISO.! The primary purpose of ISO New England, NYISO, and MISO is to direct the operations of the major generation and transmission facilities in their respective regions; ensure grid reliability; administer and monitor wholesale electricity markets; and plan for their respective region�� energy needs.

Advisors' Opinion:
  • [By Sara Murphy]

    Weathering the storm
    I attended the Center for Climate and Energy Solutions' launch event for its new report, "Weathering the Storm: Building Business Resilience to Climate Change". Representatives from American Water Works (NYSE: AWK  ) , Entergy (NYSE: ETR  ) , and National Grid (NYSE: NGG  ) were among the speakers. All of them talked about significant financial losses from recent extreme weather events, service disruption, weakening infrastructure, and the need for their industry to transform if it is to be effective in the decades to come.

  • [By Garrett Cook]

    In trading on Monday, utilities shares were relative leaders, up on the day by about 0.18 percent. Top gainers in the sector included Companhia Paranaense de Energia (NYSE: ELP), up 2.4 percent, and Entergy (NYSE: ETR), up 1.3 percent.

  • [By Richard Stavros]

    Created with YCharts


    In addition to beating the market since the beginning of the year, diversified energy utilities, such as MDU Resources Group Inc (NYSE: MDU), Dominion Resources Inc (NYSE: D) and Sempra Energy (NYSE: SRE), significantly outperformed pure-play or predominantly all-electric utilities, such as Duke Energy Corp (NYSE: DUK) and Entergy Corp (NYSE: ETR), by as much as several percentage points (See Chart B).

    Interestingly, among top performers, there was no dominant strategy for exploiting natural gas demand, as these firms were involved in all aspects of the value chain–from exploration and production to distribution and storage. These companies have not only been benefiting from a natural gas surplus, but also from the pressing need to expand US energy infrastructure to deliver this newfound bounty to businesses and households.

    Chart B: Diversified Energy Utilities Outperformed Electric-Only Peers

Top 5 Mid Cap Stocks To Watch Right Now: Guidewire Software Inc (GWRE)

Guidewire Software, Inc. (Guidewire), incorporated in 2001, is a provider of system software to the global property and casualty insurance industry. The Company�� solutions serve as the transactional systems-of-record for, and enable the functions of a property and casualty insurance carrier�� business, such as underwriting and policy administration, claims management and billing. Guidewire has developed a suite of configurable applications that are delivered through a Web-based interface and can be deployed either on-premise or in cloud environments. Its Guidewire InsuranceSuite includes Guidewire PolicyCenter, Guidewire ClaimCenter and Guidewire BillingCenter applications, which enable a range of property and casualty insurance operations. The Company derives its revenues from licensing software applications, providing maintenance support and providing professional services, principally consisting of implementation and training services. Guidewire�� license revenues are primarily generated through annual license fees. In May 2013, Guidewire Software Inc acquired Millbrook Inc.

Guidewire PolicyCenter

Guidewire PolicyCenter is the Company�� underwriting and policy administration application that serves as a system-of-record that supports the policy lifecycle, including product definition, underwriting, quoting, binding, issuances, endorsements, audits, cancellations and renewals. PolicyCenter integrates the underwriting process of evaluating risks and establishing the appropriate policy terms and pricing.

Guidewire ClaimCenter

Guidewire ClaimCenter is the Company�� claims management application for claim intake, assessment, settlement and processing of claim-related financial transactions. ClaimCenter provides property and casualty insurance carriers with the tools built within a business rules-based claims application.

Guidewire BillingCenter

Guidewire BillingCenter is its billing and receivables management a! pplication. It automates the billing lifecycle, enables the design of a range of billing and payment plans, manages agent commissions and integrates with external payment systems. BillingCenter handles direct and agency billing for all property and casualty insurance lines of business, and its dual-entry accounting core integrates with a property and casualty insurance carrier�� general ledger.

The Company competes with Accenture, Computer Sciences Corporation, MajescoMastek, Tata Consultancy Services Limited, AQS, Inc., OneShield, Inc., StoneRiver, Inc., Oracle Corporation, Pegasystems Inc. and SAP AG.

Advisors' Opinion:
  • [By Jonas Elmerraji]

    It doesn't get much more simple than the setup in shares of Guidewire Software (GWRE). You don't have to be an expert technical analyst to figure out what's going on in this stock. All it takes is a quick look at the chart.

    Guidewire is currently trending higher in a well-defined price channel, a setup that gives us a high probability price range for GWRE's shares to trade within. Now, with shares sitting at trendline support, we're coming on a timely buying opportunity; buying at support has proven prescient each of the last six times GWRE has tested the support level that it established in March. But it's still critical to wait for the bounce in shares.

    Buying off a support bounce makes sense for two big reasons: it's the spot where shares have the furthest to move up before they hit resistance, and it's the spot where the risk is the least (because shares have the least room to move lower before you know you're wrong). Remember, all trend lines do eventually break, but by actually waiting for the bounce to happen first, you're ensuring the Guidewire can actually still catch a bid along that line.

  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Guidewire Software Inc.'s(GWRE) fiscal third-quarter loss narrowed, even as the software vendor reported an uptick in operating expenses that offset revenue growth. Shares edged up 1.6% to $37.50 premarket.

Top 5 Mid Cap Stocks To Watch Right Now: New Residential Investment Corp (NRZ)

New Residential Investment Corp., incorporated on September 26, 2013, is a real estate investment trust. The Company focuses on investing in, and actively managing, investments related to residential real estate. On May 15, 2013, Newcastle Investment Corp. announced that the spin-off of New Residential Investment Corp.

The Company is managed by an affiliate of Fortress Investment Group LLC, a global investment management. The Company primarily target investments in excess mortgage servicing rights, residential mortgage backed securities, residential mortgage loans and other related investments.

Advisors' Opinion:
  • [By Lauren Pollock]

    New Residential Investment Corp.(NRZ) and other investors agreed to buy about $3.2 billion of servicing advances from Nationstar Mortgage Holdings Inc.(NSM), part of Nationstar’s plan to reconfigure its acquisition structure. The advances relate to nonagency residential mortgage loans with an unpaid principal balance of about $58 billion. Nationstar shares rose 4.1% to $42.50 in light premarket trading.

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