Last Friday after the latest earnings report from Advanced Micro Devices, Inc (NYSE: AMD), the stock dropped some 13.7% and it dropped another 4.53% yesterday. I should mention that we have had AMD in our SmallCap Network Elite Opportunity (SCN EO) portfolio since last July and now we are back down again���just like what happened after the last earnings report.�So what happened and where do investors go from here? Here are a few highlights now that most of the dust has settled:
The Earnings Report. Advanced Micro Devices largely beat expectations when it reported earnings after the market closed on Thursday. In fact, the company swung into profit with net income of $48 million on revenue of $1.46 billion verses a�net loss of $157 million on revenue of $1.27 billion. Bulls See Steady Progress, Bears See Dire PC Situation. That was how Barron�� described the situation facing investors. Specifically, revenue from AMD's Computing Solutions segment�fell 6% from the previous quarter (albeit there was a slight increase in desktop PC shipments), but�Intel Corporation (NASDAQ: INTC)�stated in its earnings report that its�PC segment�revenue grew�3.5% from the previous quarter. That has some�observers worried about AMD losing more ground than expected to the lower-cost offerings from INTC. Moreover, CEO Rory Read�told analysts during the earnings call�(the transcript is available on Seeking Alpha here)�As evidenced in the third quarter by consumer, notebook softness, which we expect to continue for the next several quarter as tablet adoption increases and our customer�� inventory levels remain lean.
Top 5 Solar Stocks To Own For 2015: Intellipharmaceutics International Inc.(IPCI)
Intellipharmaceutics International Inc. engages in the research, development, and manufacture of novel or generic controlled and targeted release oral solid dosage drugs. The company?s patented Hypermatrix technology is a multidimensional controlled-release drug delivery platform that can be applied to the development of various existing and new pharmaceuticals. It has a pipeline of products in various stages of development in therapeutic areas, including neurology, cardiovascular, and gastrointestinal tract, pain, and infection. The company?s lead generic product under development includes generic Focalin XR (dexmethylphenidate hydrochloride), an extended-release capsule for the treatment of attention deficit hyperactivity disorder. Intellipharmaceutics has a license and commercialization agreement with Par Pharmaceutical, Inc. for the development and commercialization of generic Focalin XR. The company also has five generic products filed with the FDA, including a gene ric of Effexor XR (venlafaxine hydrochloride), an extended-release capsule for depression; Protonix (pantoprazole sodium), a delayed-release tablet for conditions associated with gastroesophageal disease; Glucophage XR (metformin hydrochloride), an extended-release tablet for managing type 2 diabetes; Seroquel XR (quetiapine fumarate), an extended-release tablet for the treatment of schizophrenia, bipolar disorder, and major depressive disorder; and Lamictal XR (lamotrigine), an extended-release tablet for the treatment of anti-convulsant for epilepsy. Its lead non-generic product under development is Rexista (oxycodone), an abuse- and alcohol-deterrent controlled-release oral oxycodone hydrochloride formulation for the relief of pain. The company also has a under late stage development product, such as Coreg CR (carvedilol phosphate), an extended-release capsule for hypertension and heart conditions. IntelliPharmaCeutics International Inc. was founded in 1998 and is based i n Toronto, Canada.
Advisors' Opinion:- [By Roberto Pedone]
A pharmaceutical player that's starting to trend within range of triggering a big breakout trade is IntelliPharmaCeutics (IPCI), which specializing in the research, development and manufacture of generic controlled-release and targeted-release oral solid dosage drugs. This stock has been on fire over the last three months, with shares up a whopping 99%.
If you take a look at the chart for IntelliPharmaCeutics, you'll notice that this stock has been uptrending a bit over the last few weeks, with shares moving higher from its low f $3.12 to its recent high of $4.37 a share. During that uptrend, shares of IPCI have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of IPCI within range of triggering a big breakout trade above some key overhead resistance levels.
Traders should now look for long-biased trades in IPCI if it manages to break out some near-term overhead resistance levels at $4.37 to $4.62 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 1.31 million shares. If that breakout triggers soon, then IPCI will set up to re-test or possibly take out its 52-week high at $6.46 a share.
Traders can look to buy IPCI off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $3.36 or at its 50-day moving average of $3.13 a share. One could also buy IPCI off strength once it starts to take out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
Top Forestry Stocks To Buy For 2014: Belden Inc (BDC)
Belden Inc. (Belden), incorporated on May 18, 1988, designs, manufactures and markets cable, connectivity, and networking products in markets including industrial, enterprise, and broadcast. The Company operates in three segments: the Americas segment, the Europe, Middle East, and Africa (EMEA) segment and the Asia Pacific segment. The Company�� offers cable, connectivity and networking products, including power generation and distribution, data centers, oil and gas, broadcast, transportation, healthcare and industrial automation. In December 2012, Carlisle Companies Inc acquired Thermax-Raydex business from the Company. In December 2012, the Company sold Consumer Electronics Assets in China to Shenzhen Woer Heat-Shrinkable Material Co Ltd. During the year ended December 31, 2012, the Company acquired Miranda Technologies Inc. (Miranda).
The categories of cable products are copper cables, including shielded and unshielded twisted pair cables, coaxial cables, and stranded cables, fiber optic cables, which transmit light signals through glass or plastic fibers and composite cables, which are combinations of multiconductor, coaxial, and fiber optic cables jacketed together or otherwise joined together to serve complex applications and provide ease of installation. Connectivity products include fiber and copper connectors for the enterprise, broadcast, broadband, and industrial markets. Networking products include Industrial Ethernet switches and related equipment and security features, fiber optic interfaces and media converters used to bridge fieldbus networks over long distances, networking infrastructure for the television broadcast, cable, satellite and IPTV industry, and load-moment indicators for mobile cranes and other load-bearing equipment.
For industrial end markets, the Company supplies cable, connectivity, and networking products for applications ranging from advanced industrial networking and robotics to traditional instrumentation and control systems. The Compa! ny�� cable products are used in discrete manufacturing and process operations involving the connection of computers, programmable controllers, robots, operator interfaces, motor drives, sensors, printers and other devices. The Company sells its industrial products primarily through value-added resellers, industrial distributors, and original equipment manufacturers (OEMs). It designs, manufactures and markets Industrial Ethernet switches and related equipment, both rail-mounted and rack-mounted, for factory automation, power generation and distribution, process automation, and infrastructure projects, such as bridges, wind farms and airport runways. It also designs, manufactures and markets fiber optic interfaces and media converters. In addition, it designs, manufactures, and markets a range of industrial connectors for sensors and actuators, cord-sets, distribution boxes, and fieldbus communications. These products are used both as components of manufacturing equipment and in the installation and networking of such equipment. The Company also designs, manufactures and markets load-moment indicators. Its switches, communications equipment, connectors, and load-moment indicators are sold directly to industrial equipment OEMs and through a network of distributors and system integrators.
For enterprise end markets, the Company supplies structured cabling solutions, connectors, and networking products for the electronic and optical transmission of data, sound, and video over local- and wide- area networks. Products for this market include copper cables including 10-gigabit Ethernet technologies, fiber optic cables, connectors, wiring racks, panels, interconnecting hardware, intelligent patching devices, and cable management solutions for complete end-to-end network structured wiring systems. End-use customers include hospitals, financial institutions, governments, service providers, and data centers. Its systems are installed through a network of trained system integrators and are supplied t! hrough au! thorized distributors.
For broadcast end markets, the Company is a provider of hardware and software solutions for the television broadcast, cable, satellite and IPTV industry. Its solutions also span the full breadth of television operations, including production, playout and delivery. The Company also manufactures a variety of multiconductor and coaxial cable and connector products, which distributes audio and video signals for use in broadcast television including digital television and high definition television, broadcast radio, pre- and post-production facilities, recording studios, and public facilities such as casinos, arenas, and stadiums. Its audio/video cables are also used in connection with microphones, musical instruments, audio mixing consoles, effects equipment, speakers, paging systems, and consumer audio products.
The Company manufactures networking infrastructure products for the television broadcast, cable, satellite and IPTV industry. Its primary market channels for this broadcast, music, and entertainment products are broadcast specialty distributors and audio systems installers. It also sells directly to music OEMs and the television networks including ABC, CBS, Fox, and NBC. The Company also provides specialized cables for security applications such as video surveillance systems, airport baggage screening, building access control, motion detection, public address systems, and advanced fire alarm systems. It manufactures flexible, copper-clad coaxial cable and associated connector products for the high-speed transmission of data, sound, and video (broadband) that are used for the drop section of cable television (CATV) systems and satellite direct broadcast systems.
For the broadband end market, Belden manufactures and develops connectivity solutions in several product categories: coax connector products that allow for connections from the provider network to the subscribers��devices, hardline connectors that allow service providers to dist! ribute th! eir services within a city, a town or a neighborhood and entry devices that serves to manage and remove network signal noise that could impair performance for the subscriber, and traps and filtering devices that allow service providers to control the signals that are transmitted to the subscriber.
During 2012, the Americas segment contributed approximately 64% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The EMEA segment contributed approximately 19% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The Asia Pacific segment contributed approximately 17% its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets.
Advisors' Opinion:- [By John Seward]
Belden Inc. (NYSE: BDC) will replace Fidelity National Inc. (NYSE: FNF) in the S&P MidCap 400 June 30, when Synergy Resources (AMEX: SYRG) will replace Belden in the S&P SmallCap 600. Fidelity is reclassifying its shares into two tracking stocks which are ineligible for S&P indexes.
- [By Seth Jayson]
Belden (NYSE: BDC ) reported earnings on May 2. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Belden met expectations on revenues and beat expectations on earnings per share. - [By Damian Illia]
Finally, I always like to see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the return on equity. The ratio has decreased when compared to its ROE from the same quarter one year prior. Currently, a ROE of 45.9% is higher than all the 1,805 companies in the Diversified Industrials industry. Competitors such General Cable Corp. (BGC) has a very low ROE of 0.3% which is clearly not attractive. An alternative could be Belden Inc. (BDC) with a positive ROE of 24%.
- [By Rich Duprey]
Signal transmission specialist�Belden� (NYSE: BDC ) �announced yesterday�its second-quarter dividend of $0.05 per share, the same rate it has paid since 2004 when it first began making a payout.
Top Forestry Stocks To Buy For 2014: Atmel Corporation(ATML)
Atmel Corporation designs, develops, manufactures, and sells semiconductor integrated circuit (IC) products. The company?s Microcontrollers segment provides various proprietary and standard microcontrollers, such as Atmel?s capacitive touch products, including maXTouch and QTouch, AVR 8-bit and 32-bit products, ARM-based products, and Atmel?s 8051 8-bit products. Its Nonvolatile Memories segment offers serial interface electrically erasable programmable read-only memory and serial interface flash memory products; and parallel interface flash memories, as well as parallel interface electrically erasable programmable read-only memory and erasable programmable read-only memory devices. The company?s Radio Frequency and Automotive segment provides products designed for the automotive industry, including automobile electronics, networking and access systems, and engine, lighting, and entertainment components. This segment produces and sells wireless and wired devices for in dustrial, consumer, and automotive applications; and offers foundry services, which produce radio frequency products for the mobile telecommunications market. Its Application Specific Integrated Circuit segment provides custom application specific ICs designed to meet specialized single-customer requirements of high performance devices in a range of specific applications. This segment provides products that provide hardware security for embedded digital systems; and products with military and aerospace applications, as well as develops application specific standard products for space applications, power management, and secure crypto memory products. The company sells its products directly to original equipment manufacturers; and indirectly through a network of distributors. It has operations in the United States, Asia, Europe, South Africa, and Central and South America. Atmel Corporation was founded in 1984 and is headquartered in San Jose, California.
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 Ali Berri]
Atmel (NASDAQ: ATML) shares tumbled 7.50 percent to $7.96 after the company reported in-line Q2 earnings. Bank of America downgraded Atmel from Buy to Neutral.
- [By Selena Maranjian]
Among holdings in which Gotham Asset Management increased its stake was Atmel (NASDAQ: ATML ) , which makes touchscreen controllers. The stock recently hit a 52-week high, but it has been posting shrinking revenue and earnings lately. The company is plumping up its profit margins by cutting costs, has a growing backlog, and expects improving business conditions. Some see the stock as undervalued, with its forward P/E near 14.
Top Forestry Stocks To Buy For 2014: Deutsche Bank AG (SBND)
Deutsche Bank AG is a global investment bank. The Company offers a variety of investment, financial and related products and services to private individuals, corporate entities and institutional clients around the world. The Company operates through such divisions as: Private and Business Clients, Asset and Wealth Management, Corporate Banking and Securities, Global Transaction Banking and Non-Core Operations Unit. Deutsche Bank AG is active domestically and in various countries, through the network of numerous branches. In February 2014, the Company and its related bodies corporate ceases to a share holder in the capital of the Company. Advisors' Opinion:- [By Donald van Deventer]
Long-duration Treasury Exchange-Traded Funds: (TLH), , (IEF), (DTYL), (DLBL), (ILTB), (TENZ), (ITE), (TLO), (EDV), (VGIT), (VGLT), (TMF), (TYD), (LBND), (UBT), (UST), (TMV), (TYO), (DSTJ), (DSXJ), (SBND), (PST), (DTYS), (DLBS), (TBF), (TTT), (TYNS), (TYBS), (TBX).
Top Forestry Stocks To Buy For 2014: FactSet Research Systems Inc. (FDS)
FactSet Research Systems Inc. provides financial and economic information to investment community worldwide. FactSet offers fundamental financial data on various companies, analytical applications, and client services to the portfolio managers, research and performance analysts, risk managers, marketing professionals, sell-side equity research professionals, investment bankers, and fixed income professionals. The company?s applications provide users access to company analysis, multicompany comparisons, industry analysis, company screening, portfolio analysis, predictive risk measurements, alphatesting, portfolio optimization and simulation, news and quotes, and tools to value and analyze fixed income securities and portfolios. FactSet combines commercial databases, including content regarding companies and securities from various markets into a single online platform of information and analytics. The company?s solutions for investment management professionals include analy zing market, sector, and fundamental series; offering applications for portfolio attribution, risk management, and quantitative analysis; building quant models and calculating risk; analyzing the nuances of the debt-driven market; viewing event transcripts and corporate event calendars; researching and analyzing companies, benchmarks, debt instruments, and economic series; integrating the client?s own data, such as portfolio holdings and research notes; and creating reports and presentations. FactSet?s solutions for investment banking professionals comprise creating models and presentations; tracking market performance and headlines; providing deal analytic and corporate governance servies; researching on public and private companies; auditing financials underlying SEC filings and annual reports; and providing access to reports via wireless handheld device. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Advisors' Opinion:- [By Cory Renauer]
Last year, Gilead endured its fair share of criticism when it acquired Pharmasset -- the previous owner of sofosbuvir -- for $11.2 billion. According to FactSet Research Systems, (FDS) annual sales of sofosbuvir could reach $6.42 billion by 2017, easily making it the company's biggest seller.
- [By Monica Gerson]
Wall Street expects FactSet Research Systems (NYSE: FDS) to report its Q4 earnings at $1.21 per share on revenue of $218.93 million. FactSet Research shares rose 0.49% to $112.80 in after-hours trading.
- [By Lauren Pollock]
FactSet Research Systems Inc.'s(FDS) fiscal first-quarter profit rose 4.8% as an increase in its client count offset charges from the company’s acquisition of a financial data service company. The company gave a cautious earnings view for the current quarter.
- [By Holly LaFon] et researches global market trends and develops analytical tools for investors. Of all of GuruFocus��5-star predictable companies, it has the highest return on assets at 27%. ROA has been increasing over the past several years. The average return on assets for the software industry for the trailing 12 months is 13.07%.
In 2011, the company�� total assets increased to $657 million from $645 the prior year. Its net income increased to $171 million from $150.
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