Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of ExactTarget (NYSE: ET ) soared 52% today after cloud technologist salesforce.com (NYSE: CRM ) agreed to acquire the marketing software company for $2.5 billion.
So what: The all-cash deal values ExactTarget at $33.75 per share and represents a whopping 53% to its closing price on Monday. Salesforce is making the move to expand in the fast-growing online marketing space, but judging by its own stock's 3% drop today, Wall Street isn't thrilled with the price management is paying to do it.
Now what: Salesforce expects the acquisition to lower its 2014 adjusted EPS by $0.16 and boost revenue by $120 million-$125 million. "The [Chief Marketing Officer] is expected to spend more on technology than the CIO by 2017," said Salesforce Chairman and CEO Marc Benioff. "The addition of ExactTarget makes Salesforce the starting place for every company and puts salesforce.com in the pole position to capture this opportunity." So while ExactTarget is likely all popped out that this point, another cloud marketing play like Responsys -- which is up 6% on today's news -- might be a possible buyout target worth looking into. ��
Top Net Payout Yield Stocks To Invest In Right Now: CyberOptics Corporation (CYBE)
CyberOptics Corporation supplies optical process control sensors and inspection systems to control the manufacturing process and ensure the quality of electronic circuit boards worldwide. The company also manufactures and sells sensors that assist with yield enhancement during semiconductor fabrication. Its products include surface mount technology (SMT) electronic assembly alignment sensors, including LaserAlign sensor that is incorporated into component placement machines used in the SMT production lines; BoardAlign camera, which identifies fiducial markings on a circuit board and aligns the board in the component placement machine prior to component placement; and InPrinter inspection camera that identifies fiducial markings on a circuit board to ensure accurate board registration prior to placement of solder paste. The company also offers photovoltaic and fuel cell alignment sensors, such as solar wafer alignment cameras for alignment measurements; and embedded process verification inspection technology products and solder paste inspection sensors. In addition, it provides SMT stand-alone inspection system products, which include solder paste inspection and automated optical inspection products; and WaferSense sensors that provide measurements of critical factors in the semiconductor fabrication process, as well as wafer mapping and alignment sensors, frame grabber products, and machine vision subsystems. The company sells its products to the manufacturers of electronic circuit board assembly equipment, manufacturers of semiconductor DRAM memory, and semiconductor capital equipment manufacturers, as well as end-user electronic assembly manufacturers, including original design manufacturers and electronic manufacturing service providers. CyberOptics Corporation markets its products through independent representatives and distributors. The company was founded in 1984 and is headquartered in Minneapolis, Minnesota.
Advisors' Opinion:- [By John Emerson]
I even recorded a tax loss carry-forward on my original purchase of CAMT for which I had paid $2.05 per share. It seems that I was a slow learner in regard to the necessity of selling AOI companies long before they entered a cyclical trough in their earnings. Happily, I have since remedied that problem. For informational purposes I must disclose that in the spring, I repurchased shares of CAMT and made a larger purchase in a Cyberoptics (CYBE) another AOI company, which was near a multiyear low at the time.
Hot Sliver Stocks To Own For 2014: Euro/Forint(GY)
GenCorp Inc. engages in the manufacture and sale of aerospace and defense products and systems in the United States. The company operates in two segments, Aerospace and Defense, and Real Estate. The Aerospace and Defense segment offers defense system products, including liquid, solid, and air-breathing propulsion systems and components for applications in missile defense systems, maneuvering propulsion systems, precision war-fighting systems, and specialty metal products, as well as for use in strategic, tactical, and precision strike missiles. This segment also provides composite and metallic aerospace structural components, and warhead and armament systems for precision tactical and long range weapon applications. In addition, it provides liquid, solid, and electric propulsion systems and components for space systems, such as expendable and reusable launch vehicles, transatmospheric vehicles, manned and unmanned spacecraft, separation and maneuvering systems, upper stage engines, satellites, solid boosters, and integrated propulsion subsystems. This segment serves military, civil, and commercial space customers; Department of Defense; National Aeronautics and Space Administration; aerospace, defense, and commercial prime contractors; and various agencies of the United States government. The Real Estate segment engages in the re-zoning, entitlement, sale, and leasing of the company?s excess real estate assets; and owns approximately 12,200 acres of land in the Sacramento metropolitan area. GenCorp Inc. was founded in 1915 and is headquartered in Rancho Cordova, California.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of GenCorp (NYSE: GY) were down 3.97 percent to $17.86 after the company reported Q1 results. GenCorp reported a Q1 loss of $0.03 per share. - [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of GenCorp (NYSE: GY) were down 5.16 percent to $17.64 after the company reported Q1 results. GenCorp reported a Q1 loss of $0.03 per share. - [By Jon C. Ogg]
Short sellers are an interesting lot. They may be betting against the market or against a specific stock, but they are a necessary and useful aspect required for most markets. GenCorp Inc. (NYSE: GY) is a stock that 24/7 Wall St. recently featured as one of nine stocks that could double in 2014. This comes with many risks and caveats, and it also is in direct competition with a massive number of short sellers.
Hot Sliver Stocks To Own For 2014: Twin Butte Energy Ltd (TBTEF.PK)
Twin Butte Energy Ltd. (Twin Butte) is a Canada-based junior oil and gas exploration and production company. The Company is engaged in the acquisition of, exploration for and the development and production of petroleum and natural gas properties in Western Canada. During the year ended December 31, 2011, it drilled a total of 125 (80.9 net) wells. Its Frog Lake property is located approximately 75 kilometers northwest of Lloydminster with lands. Its Freemont area is located 60 kilometers southeast of Lloydminster. During 2011, Twin Butte drilled 11 gross wells in Plains region. Production from its west central Alberta region was approximately 1,545 barrels of oil equivalent per day during 2011. Production from its Deep Basin region was approximately 593 barrels of oil equivalent per day during 2011. Effective September 30, 2013, the Company disposed a non-core, west central Alberta, gas asset. In November 2013, the Company acquired Black Shire Energy Inc. Advisors' Opinion:- [By MLP Trader]
Here are the current top five companies in the list:
CompanySymbolEV/BOEPD/NetbackPrice/NAVEV/DACFPinecrest(PNCGF.PK)53564%4.0XLightstream(LSTMF.PK)131753%4.5XNovus(NOVUF.PK)133290%4.1XZargon(ZARFF.PK)138664%5.6XTwin Butte(TBTEF.PK)155885%5.5XOf the larger companies, one that remains obstinately near the top of the list is Lightstream . Lightstream trades at 40% of its book value and a whopping 13.4% yield.
Hot Sliver Stocks To Own For 2014: iShares Micro-Cap ETF (IWC)
iShares Russell Microcap Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Russell Microcap Index (the Index). The Index measures the micro-cap sector of the United States equity market and consists of those securities having the highest historical trading volumes of that index. The Index is a capitalization-weighted index and includes companies ranging in total market capitalization from approximately $50 million to $550 million.
The Index represents approximately 3% of the market capitalization of listed United States equity securities. The Fund uses a representative sampling strategy in seeking to track the Index. iShares Russell Microcap Index Fund's investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Mark Hulbert]
Fosback nevertheless favors the microcap category for the seasonal portfolio he recommends to clients, though not by buying and selling individual stocks. Instead, he prefers the iShares Micro-Cap ETF (IWC) �, with an expense ratio of 0.72%. The fund replicates the performance of the smallest 1,000 stocks in the Russell 2000 Index (RUT) �; the average market cap of the stocks it owns is $420 million.
Hot Sliver Stocks To Own For 2014: Steel Dynamics Inc.(STLD)
Steel Dynamics, Inc., together with its subsidiaries, engages in the manufacture and sale of steel products in the United States and internationally. The company operates in three segments: Steel Operations, Metals Recycling and Ferrous Resources Operations, and Steel Fabrication Operations. The Steel Operations segment provides a range of sheet steel products, including hot rolled, cold rolled, and coated steel products; structural steel beams, pilings, and rails; special bar quality and merchant bar quality rounds and round-cornered squares; billets and merchant steel products comprising angles, plain rounds, flats, and channels; and merchant beams and specialty structural steel sections. This segment offers its products for automotive, agriculture, energy, construction, commercial, transportation, and industrial machinery markets. The Metals Recycling and Ferrous Resources Operations segment purchases, processes, and resells ferrous products, such as heavy melting steel , busheling, bundled scrap, shredded scrap, steel turnings, and cast iron products; and processes nonferrous products consisting of aluminum, brass, copper, stainless steel, and other nonferrous metals for use in foundry, mill refining, and smelting applications. It also provides liquid pig iron and hot briquetted iron; and iron nugget products. The Steel Fabrication Operations segment fabricates steel building components, which include steel joists, trusses, girders, and decking products for the non-residential construction industry. The company was founded in 1993 and is headquartered in Fort Wayne, Indiana.
Advisors' Opinion:- [By Ben Levisohn]
United States Steel (X) has gained 3.1% to $19.39 today, while AK Steel (AKS) has gained 4.6% to $3.73 and Steel Dynamics (STLD) has jumped 3.2% to $16.33. The odd man out: Nucor (NUE), which has dropped 1% to $48.71.
- [By Ben Levisohn]
They explain why they favor Steel Dynamics (STLD) and Nucor (NUE) over US Steel and AK Steel:
For the steel companies, we continue to believe that lower raw material costs and increased imports will pressure sheet prices lower. Given this cautious stance, we continue to prefer Nucor and Steel Dynamics (over AK Steel and US Steel) given their variable cost structures and significant leverage to an eventual recovery in non-residential construction.
- [By Ben Levisohn]
Analysts tend to group steel makers into two groups–AK Steel (AKS) and US Steel (X), who are more reliant on higher steel prices, and Steel Dynamics (STLD) and Nucor (NUE), who have more flexibility in their businesses.
Hot Sliver Stocks To Own For 2014: Tredegar Corporation(TG)
Tredegar Corporation, through its subsidiaries, manufactures and sells plastic films and aluminum extrusions worldwide. The company offers apertured film and nonwoven materials for use in feminine hygiene products, baby diapers, and adult incontinence products under the SoftQuilt, ComfortAire, SoftAire, and FreshFeel names; breathable, embossed, and elastic materials for use as components for baby diapers, adult incontinence products, and feminine hygiene products under the ExtraFlex, FabriFlex, StretchTab, FlexAire, and FlexFeel names; and absorbent transfer layers for baby diapers and adult incontinence products under the AquiDry and AquiSoft names. It also provides single and multi-layer surface protection films under the UltraMask and ForceField names for protecting components of flat panel displays; a line of packaging films for food packaging and industrial applications; and apertured films, breathable barrier films, and laminates that regulate fluid or vapor transmi ssion. In addition, the company offers soft-alloy aluminum extrusions primarily for building and construction, distribution, transportation, electrical, consumer durables, and machinery and equipment markets; and manufactures mill, anodized, and painted aluminum extrusions for fabricators and distributors to produce curtain walls, storefronts, windows and doors, hurricane shutters, tub and shower enclosures, heatsinks and components for light emitting diode (LED) lighting, and automotive and light truck aftermarket parts. Further, it develops and produces microstructure-based optical films for the LED and fluorescent lighting markets; and develops, owns, and operates mitigation banks. Tredegar Corporation was founded in 1988 and is headquartered in Richmond, Virginia.
Advisors' Opinion:- [By Bryan Murphy]
It's certainly not as big as Berry Plastics Group Inc. (NYSE:BERY). It's not even as big as Tredegar Corporation (NYSE:TG). There's one big way AEP Industries (NASDAQ:AEPI) can certainly compete head-on with BERY and TG right now, however... as an investment opportunity. Thanks to the bullish bump AEPI gave us last week, a long-standing selloff has been revered, and there's a whole lot of ground to make up.
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