Think about how much data the average individual tries to access on any given day. To put this into perspective, when people want to look up something on the Internet, they don’t “surf the Web,” they “Google it.” The demand placed on companies for storage and retrieval of data is becoming gigantic.
Last week, the cloud technology team from Cowen & Co. attended 451 Group�� Hosting and Cloud Transformation Summit in Las Vegas. During the two-day event the analysts met with several chief technology officers and financial sponsors, and they attended several panel discussions. In a new research report, they pointed out that mergers and acquisitions in the space could be right around the corner. They also highlighted several names within their coverage universe as solid ways for investors to play “the cloud.”
Akamai Technologies Inc. (NASDAQ: AKAM) has been able to offer scalable benefits associated with offloading services from client infrastructures, allowing clients to have fewer hard assets in place while providing an ongoing revenue stream for Akamai. This translates into more than 125,000 servers operating dedicated, hybrid cloud and true cloud servers to provide IT and, increasingly, security services in a vast array of companies across a widely diversified group of industries. With an impressive client list that grows each quarter, the company is firing on all cylinders. The Thomson/First Call price objective for the stock is $53.50. Akamai closed Thursday at $51.16.
Top Gas Utility Companies To Invest In Right Now: Supernus Pharmaceuticals Inc (SUPN)
Supernus Pharmaceuticals, Inc. (Supernus), incorporated on March 30, 2005, is a specialty pharmaceutical company focused on developing and commercializing products for the treatment of central nervous system diseases, including neurological and psychiatric disorders. Supernus is developing several product candidates in neurology and psychiatry to address opportunities in epilepsy and attention deficit hyperactivity disorder (ADHD). Supernus�� two epilepsy product candidates are SPN-538 and Epliga. Epliga is in Phase III clinical trials. Supernus ADHD product candidates include SPN-810 (molindone hydrochloride), a treatment for impulsive aggression in patients with ADHD, and SPN-812, a non-stimulant treatment for ADHD. Both of these programs are in Phase II. In addition to these four products candidates, Supernus has several additional product candidates in various stages of development, including SPN-809. Its wholly owned subsidiary includes TCD Royalty Sub LLC.
Supernus�� Late-Stage Neurology Portfolio
SPN-538 is an oral once-daily extended release topiramate product for the treatment of epilepsy. Topiramate is marketed by Johnson & Johnson under the brand name Topamax and is available in a generic form. As of December 31, 2009, Topiramate was available only in immediate release form and is indicated for monotherapy and adjunctive therapy of epilepsy and for the treatment of migraine. It works by enhancing the inhibitory effect of the Gamma-Aminobutyric Acid (GABA) neurotransmitter that regulates neuronal excitability throughout the nervous system, blocking the excitatory effect of the glutamate neurotransmitter, blocking the sodium channel and inhibiting the carbonic anhydrase enzyme.
Epliga is an oral once-daily extended release formulation of oxcarbazepine. As of December 31, 2009, Epliga was in Phase III trials. Oxcarbazepine is marketed by Novartis under the brand name Trileptal and is available in a generic form. Trileptal is indicated for monotherap! y and adjunctive therapy of epilepsy. Oxcarbazepine is an active voltage-dependent sodium channel blocker.
Supernus�� Psychiatry Portfolio
SPN-810 (molindone hydrochloride) is a treatment for impulsive aggression in patients with ADHD. As of December 31, 2009, it was in Phase II. SPN-810 is based on molindone hydrochloride. As of December 31, 2009, the Company had completed four clinical trials for SPN-810, including a Phase IIa trial, in which it tested the safety and tolerability of immediate release molindone hydrochloride in children with ADHD who suffer from serious persistent conduct problems. This open-label, dose-ranging trial randomized 78 children, 6-12 years of age, into one of four treatment groups, which were given four different doses of immediate release molindone hydrochloride, between 10 milligram and 40 milligram per day, depending on weight, three times a day over a six-week treatment period, after 2-5 weeks of titration. SPN-810 was well tolerated in the trial with no clinically meaningful changes in standard hematology, clinical chemistry values, vital signs or electrocardiogram results. SPN-810 also showed improvements on the primary and secondary outcome measures, such as conduct problem and ADHD scales, across all four treatment groups. SPN-812 is a non-stimulant treatment for ADHD. As of December 31, 2009, SPN-812 was in Phase II. SPN-812 is a selective norepinephrine reuptake inhibitor.
Supernus�� Technology Platforms
The Company has a long track record of developing products by applying technologies to known drugs to improve existing therapies and to enable the treatment of new indications. Supernus�� main technology platforms include: Microtrol (multiparticulate delivery platform), Solutrol (matrix delivery platform) and EnSoTrol (osmotic delivery system). The Company�� technologies have been used in the approved and marketed products, including Carbatrol (carbamazepine), Equetro (carbamazepine), Adderall XR (mixe! d ampheta! mine salts), Sanctura XR (trospium chloride), Oracea (doxycycline) and Intuniv (guanfacine).
Advisors' Opinion:- [By Monica Gerson]
Supernus Pharmaceuticals (NASDAQ: SUPN) confirmed the FDA approval of its partner's heart blood-pressure treatment. Supernus shares jumped 18.24% to $8.75 in after-hours trading.
Hot Dow Dividend Companies To Invest In Right Now: Credicorp Ltd (BAP)
Credicorp Ltd. (Credicorp), incorporated on October 20, 1995, is a financial services holding company. The Company is organized in four operating segments: Banking, Insurance, Pension funds and Brokerage and other. Credicorp is engaged principally in banking (including commercial and investment banking), insurance (including commercial property, transportation and marine hull, automobile, life, health and underwriting insurance), pension funds (including private pension fund management services), and brokerage and other (including the structuring and placement of primary market securities issues and the execution and trading of secondary market transactions.). Its four operating subsidiaries are : Banco de Credito del Peru (BCP), Atlantic Security Bank (ASB), El Pacifico-Peruano Suiza Compania de Seguros y Reaseguros, and Prima AFP.
Banking segment
Banking includes handling loans, credit facilities, deposits and current accounts, and providing investment banking services, including corporate finance, both for corporate and institutional customers. Banking also includes handling deposits consumer loans and credit cards facilities for individual customers. The Company conducts banking activities in Bolivia through BCP Bolivia, a service commercial bank. Its banking business is organized into wholesale banking activities, which are carried out by BCP�� wholesale banking group (which includes the corporate banking operations of ASB), and retail banking activities, which are carried out by BCP's retail banking group. Its deposit-taking operations are managed by BCP'�� retail banking group and and ASB's private banking group.
Insurance
Credicorp�� insurance segment includes commercial property, transportation and marine hull, automobile, life, health and pension fund underwriting insurance. Private hospital services are also included under this operating segment. The Company conducts its insurance operations Grupo Pacifico and its subsidiaries, whic! h provide a broad range of insurance products. Grupo Pacifico property and casualty insurance through Pacifico Seguros, life and pension insurance through Pacifico Vida, and health care insurance through Pacificosalud EPS.. Grupo Pacifico sells its products both directly and through independent brokers and agents.
Pension funds
Credicorp�� pension funds segment provides private pension fund management services to customers. Credicorp conducts all of its pension fund activities through its private pension fund administrator Prima AFP. Credicorp through its subsidiary Prima AFP, focuses mainly on obtaining new affiliates, by providing permanent information and diverse channels of communication.
Brokerage and other
The Company�� brokerage and others segment includes the structuring and placement of primary market issues and the execution and trading of secondary market transactions. This segment also includes offers of local securitization structuring to corporate entities, management of mutual funds and other services. The majority of its trading and brokerage activities are conducted through BCP, ASB and Credicorp Securities Inc. Its asset management business is carried out by BCP in Peru, through its subsidiary Credifondo, and by ASB. It offers Brokerage and other services through BCP and ASB. BCP offers clients a range of such products and services, such as brokerage, mutual funds and custody services through its branch network in Lima and throughout the rest of Peru. In addition, ASB also offers brokerage and other services.
The Company competes with BCP, BBVA Banco Continental, Scotiabank Peru, Interbank and Banco Interamericano de Finanzas.
Advisors' Opinion:- [By Chuck Carnevale]
Credit Corp. Limited (BAP)
My first featured aggressive financial candidate is Credit Corp. Limited, a Bermuda-based financial services holding company, and the largest financial holding company in Peru. Although the company is headquartered in Bermuda and operates in Peru, its long-term track record is exceptional. Once again, I will let the F.A.S.T. Graphs��speak for themselves, other than to say in addition to a great track record, this ADR is expected to offer above-average growth and appears to be very attractively valued at today�� levels.
Hot Dow Dividend Companies To Invest In Right Now: CafePress Inc (PRSS)
CafePress Inc. (CafePress), incorporated on October 15, 1999, is an e-commerce platform enabling customers globally to create, buy and sell a range of customized and personalized products. It serves its customers, including both consumers and content owners, through its portfolio of e-commerce Websites, including its Website, CafePress.com. Its consumers include individuals, groups, businesses and organizations. These products include clothing and accessories, art and posters, stickers, home accents and stationery. Its content owners include individual designers, as well as artists and branded content licensors. During the year ended December 31, 2011, it shipped over 7.8 million products from a catalog of over 320 million products. It operates a portfolio of branded Websites, including CafePress.com, and enable resellers and co-branded websites to design and customize products, which target specific consumers, products and use cases, or to provide their customers with product customization capabilities. During 2011, it had nearly 130,000 new images uploaded to its retail e-commerce Websites on average per week. In October 2011, the Company acquired L&S Retail Ventures, Inc. In April 2012, it acquired all of the assets of Logo'd Softwear, Inc. On October 25, 2012, the Company acquired EZ Prints, Inc.
The Company generates revenues from sales of customized products through its e-commerce Websites and associated charges. In addition, it generates revenues from fulfillment services, including print and production services provided to third parties. Consumers purchase customized products directly from Website or through storefronts hosted by CafePress. Customized products include user-designed products, as well as products designed by its content owners. The Company�� services evolved into a platform consist of front-end design and sales channels, and back-end services platform. Its e-commerce Websites and sales channels include CafePress.com, CanvasOnDemand.com, Imagekind.com, GreatBigCanv! as.com, InvitationBox.com, CafePress content owners, branded product manufacturers, other retailers and distributed sales. CanvasOnDemand.com takes photographs and transforms them into canvas artwork. Imagekind.com is where consumers can find artwork by independent artists that can be produced on posters, canvases and framed wall art. GreatBigCanvas.com is a provider of canvas wall art and panoramic canvas photographs. InvitationBox.com is an online provider of stationery products, including invitations, announcements and other products and gifts.
Content owners, including designers, artists, small businesses, groups, clubs and organizations, use the Company�� e-commerce platform to design their own products and sell them through their own hosted e-commerce shop. In addition to such individual content owners, entertainment and publishing companies also license to its materials related to their products for creation of their own shops, online store experiences appearing embedded in their Websites but hosted by it, or for sale directly by it in its marketplaces. By supplying custom design tools and manufacturing services, it enables product manufacturers, such as Sigg and TomTom to offer customized designs on their products. It supplies distributors and resellers with short-run and quick-turn custom printed products. Its back-end services form a platform consisting of the components, which can be used to create front-end buyer and seller experiences, which include user-generated content, licensed fan content, design tools, shops, print/production and fulfillment. Content owners sell their own custom merchandise using its turn-key shops platform, which includes hosting, payment processing, marketing services, fulfillment and customer service. The Company offers users printing on over 600 product stock keeping units (SKUs). It processes and ship orders within three business days after a customer places an order and in many instances can ship orders within 24 hours after an order is placed.
!Merchandise Assortment
Users visiting one of the Company e-commerce Websites can select from over 600 SKUs of merchandise to customize. Its merchandise catalog includes clothing and accessories, which include t-shirts, sweatshirts, baby products, bags and hats; arts, posters and signs, which include posters, framed art, canvas art, wall decals and signs; stickers and flair, which include stickers, buttons and device cases; home ascents, which include mugs, water bottles and clocks, and stationery, such as business cards, invitations, calendars and journals.
Online Designers
The Company�� portfolio of e-commerce Websites are designed to make product customization simple and easy. Once a product has been selected, users can perform a range of design and editing functions, including uploading their own designs and photos; adding text; adding stock art; scaling and rotating images to fit products; repositioning product elements using conventional and intuitive drag-and-drop functionality; changing fonts or font characteristics, and changing color schemes.
Shops
The Company�� shops platform allows users to sell and market their designed merchandise to their own communities. In addition to customizing the products that they sell, content owners may also customize the look and feel of shops, through which they sell their products. It provides a range of tools to help users market and manage their stores, including basic search engine optimization, e-mail list management and real-time sales reports.
Design, sales and customer service support
The Company is providing customer service, including phone, e-mail and chat support. Its support centers also offer design support to members customizing their own items receive finished products.
The Company competes with Amazon.com, eBay, Etsy, CustomInk, Spreadshirt, Threadless, Zazzle, VistaPrint and Shutterfly.
Advisors' Opinion:- [By CRWE]
CafePress Inc. (Nasdaq:PRSS), The World’s Customization EngineTM, reported an expansion of its longstanding partnership with National Geographic, one of the world’s largest nonprofit scientific and educational organizations, with the launch of a new art shop, bringing its legendary photography collection to life on canvas and framed art pieces.
- [By WWW.DAILYFINANCE.COM]
www.fossil.com From the world's largest retailer stepping up with fresh financials to a maker of fashionable timepieces proving that it can still grow in this unwelcome climate for watchmakers, here are some of the things that will help shape the week that lies ahead on Wall Street. Monday -- Sounds Good DTS (DTSI) has carved a cozy living providing sound-enhancing technology in Blu-ray players, video game consoles and other devices. Despite its success, DTS is trading a lot closer to its 52-week low than its 52-week high. One thing holding it back is that it has failed to impress the market with its quarterly financials. It's coming off back-to-back quarters of falling short of Wall Street's profit expectations. It's against this setting that DTS will step up after Monday's market close to deliver its latest results. Will the streak of disappointment stretch to three quarters, or is DTS finally going to put out a report that looks as good as its audio technology sounds? We will know soon. Tuesday -- Fossil Fuel Fossil (FOSL) may seem to be toiling away in an industry worthy of its name. Aren't wristwatches dinosaurs? Who wears watches anymore when we have smartwatches to tell us the time. Folks with active lifestyles are saving their wrists for fitness bracelets. Well, Fossil is growing just nicely in this environment, thank you very much. When the trendy watchmaker reports on Tuesday analysts see revenue climbing 13 percent. They see top-line growth of 10 percent for all of 2014. Fossil's profitability isn't expected to clock in as nicely, but unlike DTS,we've seen Fossil blow Wall Street's profit targets away consistently over the past year. Wednesday -- Press Hard CafePress (PRSS) has been a disappointment for investors since going public at $19 two years ago. The stock opened higher on its first day of trading, but it's been mostly downhill for the shares, which now fetch less than a third of the initial public offering price. CafePress was hoping
Hot Dow Dividend Companies To Invest In Right Now: Quality Systems Inc.(QSII)
Quality Systems, Inc. engages in the development and marketing of healthcare information systems in the United States. The company operates through three divisions: QSI Dental, NextGen, and Practice Solutions. The QSI Dental division develops, markets, and supports software suites for dental and medical practices, as well as supports medical clients that utilize its UNIX based medical practice management software product and Software as a Service based NextDDS financial and clinical software. It also develops, markets, and manages electronic data interchange(EDI)/connectivity applications, as well as QSInet application service provider solutions. The NextGen division offers NextGen ambulatory product suite comprising electronic health records and enterprise practice management solutions; and NextGen inpatient products, including NextGen Clinicals for work efficiency and communication, as well as NextGen Financials, a financial and administrative system. It also offers comm unity connectivity solutions, such as health information exchange, patient portal, and health quality measures; and EDI, hosting, data protection, consulting, and physician resources services. The Practice Solutions division provides technology solutions and consulting services in the areas of revenue cycle management services, including billing and collection services for medical practices. The company?s solutions automate various aspects of medical and dental practices, as well as networks of practices, such as physician hospital organizations and management service organizations, ambulatory care centers, community health centers, and medical and dental schools. Quality Systems was founded in 1974 and is headquartered in Irvine, California.
Advisors' Opinion:- [By Keith Speights]
Cerner's recent stock performance trounces that of other publicly traded companies, including Allscripts (NASDAQ: MDRX ) , Greenway Medical (NYSE: GWAY ) , and Quality Systems (NASDAQ: QSII ) . Only athenahealth (NASDAQ: ATHN ) gives Cerner a run for its money over the past year.
- [By Keith Speights]
Smaller EHR vendors profited from HITECH, also. Quality Systems (NASDAQ: QSII ) saw its annual revenue climb from $245 million in mid-2009 to over $460 million in 2012. Cloud-based software company athenahealth (NASDAQ: ATHN ) chalked up revenue gains of over 200% since early 2009.
Hot Dow Dividend Companies To Invest In Right Now: Vonage Holdings Corp.(VG)
Vonage Holdings Corp. provides broadband communication services in the United States, Canada, and the United Kingdom. The company offers voice and messaging services through session initiation protocol (SIP) based voice over Internet protocol network. The company?s primary product offering is Vonage World, a residential plan with unlimited calling domestically and to approximately 60 countries, including India, Mexico, and China for a flat monthly rate. It also provides broadband telephone replacement services to residential, small office, and home office customers through various service plans with a range of basic features, including call waiting, caller ID with name, call forwarding, and voicemail. In addition, the company offers mobile services through mobile applications that can be downloaded for iPhone, iPad, iPod touch, and Android OS devices. Further, the company provides Vonage Mobile, a free downloadable mobile application that provides free calling and messagi ng between users who have the application, as well as traditional paid international calling to any other phone. It markets its services through in-bound telemarketing and online direct sales, as well as through regional and national retailers. As of December 31, 2011, the company had approximately 2.4 million subscriber lines. Vonage Holdings Corp. was incorporated in 2000 and is headquartered in Holmdel, New Jersey.
Advisors' Opinion:- [By Tim Beyers]
If Vonage (NYSE: VG ) has its way, the days of AT&T (NYSE: T ) , Verizon (NYSE: VZ ) , and their big-carrier peers controlling the way area codes are assigned are coming to an end.
- [By Jake L'Ecuyer]
Vonage Holdings (NYSE: VG) was down as well, dropping 6.06 percent to $3.48 despite seemingly little news.
Canadian Solar (NASDAQ: CSIQ) was down, falling 12.20 percent to $22.23 after the company reported weaker-than-expected Q1 earnings and issued a weak forecast.
- [By Johan Seijkens]
The first one is a company called Vonage Holdings (NYSE: VG ) and the second is magicJack VocalTec, Ltd (NASDAQ: CALL ) .
Hot Dow Dividend Companies To Invest In Right Now: Peoples Bancorp Inc.(PEBO)
Peoples Bancorp Inc. operates as a holding company for Peoples Bank, National Association that provides financial products and services. It offers commercial and retail banking, insurance, brokerage, and trust services. The company accepts various deposit products, including demand deposit accounts, savings accounts, money market accounts, and certificates of deposit; and provides commercial, consumer, and real estate mortgage loans, as well as lines of credit. It also offers debit and automated teller machine (ATM) cards; corporate and personal trust services; safe deposit rental facilities; travelers checks, money orders, and cashier?s checks; and telephone and Internet-based banking services. In addition, the company provides a range of life, health, and property and casualty insurance products; and fiduciary and wealth management services. Further, it offers brokerage services through an unaffiliated registered broker-dealer; and credit cards to consumers and business es, as well as provides merchant credit card processing services through joint marketing arrangements with third parties. The company offers its financial products and services through 47 financial service locations and 40 ATMs in southeastern Ohio, northwestern West Virginia, and northeastern Kentucky. Peoples Bancorp Inc. was founded in 1902 and is based in Marietta, Ohio.
Advisors' Opinion:- [By Marc Bastow]
Marietta, Ohio-based bank holding company Peoples Bancorp (PEBO) raised its quarterly dividend 7% to 15 cents per share, payable on Feb. 18 to shareholders of record as of Feb. 3.
PEBO Dividend Yield: 2.60%
Hot Dow Dividend Companies To Invest In Right Now: Soditech Ingenierie SA (SEC)
Soditech Ingenierie SA is a France-based company that is primarily engaged in electronic and mechanical engineering services in various sectors. The Company�� activity is organized into three sectors: Defense & Research, Space and Energy & Nuclear. It provides specialized services in four fields: aerospace, covering communication satellites, observation satellites and space stations; automotive, providing such services as engine design and plasturgy for equipment manufacturers; aeronautics, offering structural research for aircraft makers, instruments or electro-mechanical systems for assisting pilots and others, and defense, providing engineering of numerous tests and trials systems, with or without implementations, among others. The Company also offers additional services, such as energy forecasting and environmental analysis, environmental management system, and others. In May 2014, it restructured company into three main divisions: Defense & Research, Space and Energy & Nuclear. Advisors' Opinion:- [By Patricio Kehoe]
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let麓s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Duquesne Family Office LLC from Stanley Druckenmiller, who closed his Duquesne Capital Management hedge fund in 2010, returned capital to investors, and converted it into a family office managing his personal fortune.
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