As Europe's financial crisis and recession continue, it's hard to believe that the troubled continent's markets are performing well. Despite a tough start to the year, however, the German DAX (DAXINDICES: ^DAX ) has been all green in the past month. This past week, the DAX picked up another 1.9% to set an all-time �high. Germany's been the lone holdout of fiscal responsibility in Europe throughout the recession, but how are its stocks performing -- and is there value across the Atlantic for your portfolio?
Unemployment down, but growth remains elusive
Germany's experience in the recession has been a lot smoother than its European neighbors. Unemployment rates for both young and old workers �have fallen below their pre-recession levels and manufacturing recently has picked up. The nation's industrial production rose 1.2% in March, beating flat expectations and giving hope that Europe's industrial �nexus can pick up where the rest of the continent is lagging. However, Germany's Purchasing Managers Index hasn't fared quite �as well, falling further into contraction territory in April.
Top 5 Airline Stocks To Own For 2015: (AUQ)
AuRico Gold Inc. engages in the exploration, development, and production of gold and silver projects and properties in Canada, Mexico, and Australia. Its principal property includes the Ocampo mine covering approximately 15,000 hectares located in Chihuahua State. The company was formerly known as Gammon Gold Inc. and changed its name to AuRico Gold Inc. in June 2011. AuRico Gold Inc. was founded in 1986 and is based in Toronto, Canada.
Advisors' Opinion:- [By Selena Maranjian]
AuRico Gold (NYSE: AUQ ) plunged 44%, having posted some disappointing results lately, and is also suffering from a competitive disadvantage, with its costs above those of some peers. On the plus side, though, the company recently initiated a dividend, which now yields about 2.8%.
- [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]
In trading on Wednesday, basic materials shares were relative leaders, up on the day by about 0.93 percent. Top gainers in the sector included Aluminum Corporation Of China (NYSE: ACH), AuRico Gold (NYSE: AUQ), and Coeur Mining (NYSE: CDE).
- [By Sean Williams]
Then there's the company's El Cubo mine, which it purchased in 2012 from AuRico Gold (NYSE: AUQ ) with a combination of its own shares and cash for up to $250 million ($50 million is contingent on mine productivity over a three-year period). As fellow Fool Christopher Barker has commented previously, AuRico did a disastrous job of managing the El Cubo mine, which leaves Endeavour with a tremendous opportunity to reap the rewards of AuRico's failures.
Top 10 Performing Companies To Own For 2014: Citi Trends Inc (CTRN)
Citi Trends, Inc., incorporate on March 3, 1999, is a retailer of urban fashion apparel and accessories for the entire family. The Company offers branded apparel from national brands, as well as private label apparel, accessories and a limited assortment of home decor items. As of February 2, 2013, the Company operated 513 stores in both urban and rural markets in 29 states. The Company�� stores average approximately 10,700 square feet of selling space and are located in neighborhood shopping centers. The Company also offers products under its brands, such as Diva Blue, Red Ape, Vintage Harlem and Lil Ms Hollywood. The Company�� store offers a variety of products for men and women, as well as children. During the fiscal years ended February 2, 2013 (fiscal 2012), the Company opened four new stores.
The Company's merchandise includes apparel, accessories and home decor. Within apparel, the Company offers fashion sportswear for men, women and children, including offerings for newborns, infants, toddlers, boys and girls. Accessories include handbags, jewelry, footwear, belts, intimate apparel and sleepwear. All merchandise sold in the Company's stores is shipped directly from its distribution centers in Darlington, South Carolina and Roland, Oklahoma.
The Company competes with TJX Companies, Inc., Ross Stores, Inc., The Cato Corporation, Burlington Coat Factory Warehouse Corp., Rainbow, Dots, It's Fashion!, Simply Fashions, Wal-Mart and Target, Kmart.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Citi Trends (Nasdaq: CTRN ) , whose recent revenue and earnings are plotted below.
Top 10 Performing Companies To Own For 2014: InvenSense Inc (INVN)
InvenSense, Inc. (InvenSense), incorporated in June 2003, is a provider of intelligent motion processing solutions. The Company is engaged in the designing, developing, manufacturing and marketing linear and mixed-signal integrated circuits (IC). It has designed and developed an integrated motion processing solution that enables a motion-based user interface for consumer electronics. Its solutions are comprised of an IC that incorporates motion sensors, such as gyroscopes, with associated software and are differentiated by their small form factor, high level of integration, performance, reliability and cost effectiveness. It targets consumer electronics applications, such as console and portable video gaming devices, handset and tablet devices, digital still and video cameras, digital television and set-top box remote controls, three-dimensional (3D) mice and portable navigation devices. As of March 31, 2010, InvenSense had shipped over 60 million units of its products. In November 2013, Analog Devices, Inc completed the sale of the assets of its microphone product line to InvenSense, Inc.
The Company�� MotionProcessing platform offers its customers an integrated and solution comprised of its micro-electro-mechanical systems (MEMS) based motion sensors and their companion mixed-signal integrated circuits, embedded DigitalMotion processors that combine digital outputs from multiple motion sensors to provide more accurate motion tracking functionality, which it refers to as SensorFusion, and its MotionProcessing library that allows its customers to create applications using its MotionProcessing solutions. To promote faster adoption and time to market for its customers, InvenSense provides application programming interfaces and pre-configured application functionalities, such as gesture recognition, which it refers to as MotionApplication software.
The Company�� technology is comprised of four components: Nasiri-Fabrication process, advanced MEMS gyroscope design, mixed-sig! nal circuitry that provides sensor signal processing and enables SensorFusion technology critical to its MotionProcessing platform, and MotionProcessing library and MotionApplication software solutions. InvenSense�� Nasiri-Fabrication process allows it to combine MEMS with standard complementary metal oxide semiconductor (CMOS) at the wafer level. InvenSense utilizes a fabless business model, working with third parties to manufacture, package and assemble its products. It performs its own wafer level sorting, testing and calibration with testing tools at its facilities in Taiwan. It sells its products through direct sales to manufacturers of consumer electronics devices.
The Company competes with Analog Devices, Inc., Robert Bosch GmbH, Epson Toyocom Corporation, Freescale Semiconductor, Inc., Rohm Co., Ltd., Murata Manufacturing Co., Ltd., Panasonic Corporation, Sony Corporation, and STMicroelectronics N.V.
Advisors' Opinion:- [By Esekla]
Like Universal Display, InvenSense (INVN) represents a good long-term opportunity in its own right. The price entry point is not quite as good, though it has pulled back under my more recent price target of $15, when reports of a long-awaited Apple design win were challenged. Though conversations between the two are ongoing, InvenSense management's comments indicate an unwillingness to get roped into wrecking margin for volume, like many other Apple suppliers. Consequently, I don't believe they will gain Apple as a customer until the release of an iWatch or similar device that absolutely requires InvenSense's best-in-class form factors and power usage. It's also possible that continued good news on their legal battles with ST Micro (STM) could move the stock.
- [By JuhiKulkarni]
InvenSense (INVN) has been making a decent attempt to land an opening in Apple's (AAPL) gadgets, yet until now, the organization's exertions have been a waste. On the other hand, late reports demonstrate that InvenSense may have at long last arrived a spot in Apple's approaching iphone 6. Craig Hallum as of late said that "there is a decent risk InvenSense�iphone 6-pivot movement sensor and that it could bring about $50m in deals and $0.25 EPS over a year's opportunity."
Top 10 Performing Companies To Own For 2014: LG Display Co Ltd (LPL)
LG Display Co., Ltd. (LG Display), incorporated in 1985, manufactures thin-film transistor liquid crystal display (TFT-LCD) panels in a range of sizes and specifications primarily for use in televisions, notebook computers and desktop monitors, and the Company is a suppliers of high-definition television panels. The Company also manufactures TFT-LCDs for other application products, such as mobile phones, certain types of tablet personal computers and industrial and other applications, including entertainment systems, automotives, portable navigation devices, e-books, digital photo displays and medical diagnostic equipment. During the year ended December 31, 2010, LG Display sold a total of 160.4 million large-size (nine-inch or larger) TFT-LCD panels. In addition to TFT-LCD panels, the Company also manufactures organic light-emitting diode (OLEDs) and flexible displays. As of March 31, 2011, the Company held a total of 15,049 patents, including 6,724 in Korea and 8,325 in other countries, including in the United States, China, Japan, Germany, France, Great Britain and Taiwan.
In May 2010, the Company purchased the liquid crystal display module division of LG Innotek Co., Ltd. (LG Innotek), a subsidiary of LG Electronics. In June 2010, the Company entered into a joint venture agreement with Iriver Ltd. to establish L&I Electronic Technology (Dongguan) Ltd. in Dongguan, China. In August 2010, the Company entered into a joint venture agreement with Everlight Electronics Co., Ltd. and AmTRAN Technology Co., Ltd., to establish Eralite Optoelectronics (Jiangsu) Co., Ltd.
As of December 31, 2010, the Company operated 12 panel fabrication facilities (five in Paju, Korea and seven in Gumi, Korea, and including expansions of certain facilities) and a total of nine module facilities (three in Nanjing, China, two in Guangzhou, China and one each in Gumi and Paju, Korea, Yantai, China and Wroclaw, Poland). In 2010, its display panels were included in products sold by LG Electronics, Appl! e, Toshiba, Dell, Hewlett-Packard, Philips Electronics.
Televisions
The Company�� television panels range from 15 inches to 72-inch wide-format in size. The Company�� product portfolio includes panels of various sizes, such as 17-inch, 19-inch, 20-inch, 22-inch, 26-inch, 32-inch, 37-inch, 42-inch, 47-inch and 55-inch panels.As of december 31, 2010, 32-inch, 37-inch, 42-inch and 47-inch wide-format panels consists of principal products in this category in terms of sales revenue and sales volume.
Desktop Monitors
The Company�� desktop monitor display panels range from 15 inches to 30-inch wide-format in size in a variety of display resolutions and formats. In 2010, 19-inch and 21.5-inch display panels were its principal products in terms of sales revenue and sales volume in this category.
Notebook Computers
The Company�� display panels for notebook computers range from seven inches to 20.1-inch wide-format in size in a variety of display formats. In 2010, 15.6-inch, 9.7-inch and 14-inch panels were its principal products in this category.
Mobile and Other Applications
The Company�� product portfolio also includes panels for mobile and other applications, which utilize a wide array of display panel sizes, including mobile phones, certain types of tablet personal computers and industrial and other applications, including entertainment systems, automotives, portable navigation devices, e-books, digital photo displays and medical diagnostic equipment. TFT-LCD panels that are nine inches and smaller are referred to as small and medium-size panels, with those smaller than four inches being considered small-size panels. In 2010, sales of small-size panels constituted a significant majority in terms of both sales revenue and sales volume in the mobile and other applications category. Some of the panels the Company produces for industrial products, such as medical diagnostic equipment.
T! he Compan! y competes with Samsung Electronics, Samsung Mobile Display and Hydis Technologies, AU Optronics, Chimei Innolux, Chunghwa Picture Tubes, HannStar, Sharp, Hitachi, TMDisplay, Mitsubishi, IPS-Alpha, SAVIC, Infovision and BOE-OT.
Advisors' Opinion:- [By Steve Symington]
Naturally, that spooked investors in Universal Display (NASDAQ: OLED ) , the company whose technology enables nearly every OLED device on the market today. Even so, I noted that Cook's comments seemed curious at the time, especially given that recent reports claimed Apple had just hired a senior OLED technology expert away from one of its primary screen suppliers in LG Display (NYSE: LPL ) .
- [By Steve Sechrist]
No trouble with the curve
The curved OLED screens in UHD are top-of-the-line, and LG� (NYSE: LPL ) and rival Samsung (NASDAQOTH: SSNLF ) are both expanding the line of spectacular display sets with a 65-inch and 77-inch size, respectively. LG's 77-inch television is a "bendable" version that can transform back to a flat screen when used for ambient viewing of art.�These UHD curved TVs, according to Dr. Ray Soneira of DisplayMate Labs, have marked advantages in that reduce glare and screen reflection from bright images behind the user. Curved displays "substantially" improve performance and are "no marketing gimmick," according to Soneira's technology review.�
Top 10 Performing Companies To Own For 2014: LMI Aerospace Inc.(LMIA)
LMI Aerospace, Inc. provides design engineering services, structural assemblies, kits, and components to the aerospace, defense, and technology markets primarily in the United States. The company operates in two segments, Aerostructures and Engineering Services. The Aerostructures segment fabricates, machines, finishes, integrates, assembles, and kits formed close tolerance aluminum, specialty alloy, and composite components, as well as higher level assemblies. Its aerospace products include wing slats and flapskins; winglet leading edges and related wing modification kits; fuselage and wing skins; helicopter cabin, aft section, and pylon components and assemblies; door surrounds, components, assemblies, and floorbeams; thrust reversers and engine nacelles/cowlings; cockpit window frames and landing light lens assemblies; interior components; structural sheet metal and extruded components; tailcone assemblies; and housings and assemblies. This segment also offers value-add ed services related to the design, production, assembly, and distribution of aerospace components. The Engineering Services segment provides design, engineering, and program management services, such as structural design and analysis, systems design and integration, tool design and fabrication, certification planning support, risk mitigation and producibility trade studies, and the development of program schedules and resource planning. Its services include wing/wingbox, fixed and moveable leading edges/trailing edges, fuselage, empennage, and tailcone design; winglet/wing mod design; nacelle, engine cowl, and thrust reverser design; weight improvement engineering; helicopter fuselage, cockpit, cabin frames, skins, longerons, and beams; aircraft modification engineering; aviation training system; aviation maintenance engineering; manufacturing engineering; and aviation system software engineering. The company was founded in 1948 and is based in St. Charles, Missouri.
Advisors' Opinion:- [By Sally Jones] % over 12 months, Lockheed Martin Corporation (LMT) has a market cap of $45.06 billion. The current share price is $140.67, and trades with a P/E of 15.00. The dividend yield is 3.30%.
Lockheed Martin Corporation was formed in 1995 by combining the businesses of Lockheed Corporation and Martin Marietta Corporation. Lockheed Martin operates in four principal business segments: Aeronautics, Electronic Systems, Information Systems & Global Services and Space Systems.
Guru Action: As of Sept. 30, 2012, Jim Simons bought a new holding of 145,800 shares at an average price of $121.40 for a gain of 15.9%.
Guru Ray Dalio sold out his LMT after 16 quarters of high gains. In the third quarter of 2013, he sold 10,176 shares at an average price of $121.40 for a gain of 15.9%.
Numerous gurus traded LMT in third quarter.
There is recent insider selling.
Historical share pricing, revenue and net income tracking:
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B/E Aerospace Inc. (BEAV)
Up 93% over 12 months, B/E Aerospace Inc. has a market cap of $9.05 billion.
The current share price is $86.28, and trades with a P/E of 25.60. The company does not pay a dividend.
B/E Aerospace Inc. is a global manufacturer of aircraft cabin interior products and a distributor of aerospace fasteners and consumables.
Guru Action: As of Sept. 30, 2012, Guru Ken Fisher is one of four gurus making a new buy. Fisher bought a new holding of 21,800 shares at an average price of $70.20 for a gain of 23%.
Guru Larry Robbins was one of two gurus selling out in the third quarter. Robbins sold 341,692 shares at an average price of $70.20 for a gain of 22.9%.
Here�� a lot more guru action and recent insider selling.
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GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature
Top 10 Performing Companies To Own For 2014: Provident New York Bancorp(PBNY)
Provident New York Bancorp operates as the bank holding company for Provident Bank that provides commercial, community business, and retail banking products and services to businesses, individuals, and municipalities in New York and New Jersey. It offers various deposit products, such as savings accounts, NOW accounts, checking accounts, money market accounts, club accounts, certificates of deposit, commercial checking accounts, IRAs, and other qualified plan accounts. The company?s loan portfolio includes commercial real estate, commercial business, and one-to four-family real estate loans; acquisition, development, and construction loans; and consumer loans, including homeowner, home equity lines of credit, new and used automobile loans, and personal unsecured loans, such as fixed-rate installment loans and variable lines of credit. In addition, it provides services, including cash management, sweep accounts, insurance agency, investment advisory, asset and investment m anagement, and Internet banking services. As of September 30, 2011, Provident New York Bancorp operated 30 retail branches and 7 commercial banking centers in the Hudson Valley region. The company was formerly known as Provident Bancorp, Inc. and changed its name to Provident New York Bancorp in June 2005. Provident New York Bancorp was founded in 1888 and is headquartered in Montebello, New York.
Advisors' Opinion:- [By Jon C. Ogg]
The M&T Bank Corp. (NYSE: MTB) and Hudson City Bancorp Inc. (NASDAQ: HCBK) transaction is the only pending deal of 2012 vintage due to various regulatory concerns. MTB currently has 9% short interest outstanding and PACW 15%. Another merger covered is the deal between Provident New York Bancorp (NASDAQ: PBNY) and Sterling Bancorp (NYSE: STL), and the balance are simply too small for us to warrant effort.
Top 10 Performing Companies To Own For 2014: U.S. Silica Holdings Inc (SLCA)
US Silica Holdings, Inc. is a silica sand supplier company. The Company is a producer of industrial minerals, including sand proppants, whole grain silica, ground silica, fine ground silica, calcined kaolin clay and aplite clay. The Company operates in two segments: oil and gas, and industrial and specialty products. The Company�� shipping capabilities include five of the class-one railroads, barge, full truckload, partial truckload and intermodal. The Company�� products include proppants, whole grain silica, ground silica, fine ground silica, testing silica, recreational silica, aplite, kaolin, hydrous kaolin and FLORISIL. It also operates as a research and development specialist for customized products and solutions. The Company serves a range of industries and applications, which includes oil and gas, glass, chemicals, foundry, building products, fillers and extenders, recreation, industrial filtration and treatment, and testing and analysis.
Oil & Gas
The Company�� oil and gas segment include OTTAWA WHITE and SHALE FRAC product lines. The Company has a selection of offerings from number of mining and transload locations. Its products consist of unconventional reservoirs, including tight gas, coal bed methane, shale gas, and liquids.
Industrial & Specialty Products
The Company�� industrial and specialty products include glass, chemical, foundry, building products, fillers and extenders, recreation, industry filtration and treatment, and testing and analysis. The Company produces a range of whole grain silica, ground silica and kaolin clays.
Advisors' Opinion:- [By Seth Jayson]
U.S. Silica Holdings (NYSE: SLCA ) reported earnings on April 30. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), U.S. Silica Holdings beat expectations on revenues and missed estimates on earnings per share. - [By Jake L'Ecuyer]
U.S. Silica Holdings (NYSE: SLCA) shares tumbled 1.86 percent to $32.15 after the company priced 11.5 million shares at $31.50 per share for selling holders.
- [By MONEYMORNING]
In a prior Private Briefing, we recommended the "Ultimate MacGyver Stock" - a promising "Miracle Materials" profit play called U.S. Silica Holdings Inc. (NYSE: SLCA).
- [By MONEYMORNING.COM]
This time let's use U.S. Silica Holdings Inc. (NYSE: SLCA), which we've been following most of this year. We've already made a double on it, and it's trading at near record highs.
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