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 online postage provider Stamps.com (NASDAQ: STMP ) surged 24% today after its quarterly results and guidance.
So what: The stock has slumped a bit in 2013 on concerns over slowing growth, but today's first-quarter results -- adjusted EPS spiked 38% on a 13.5% revenue increase -- and upbeat full-year guidance naturally eases some of those worries. In fact, Stamps.com hit its highest level of total paid customers -- and added its largest number of new paid customers -- during the quarter, giving investors plenty of good vibes about the company's prospects going forward.
Now what: Management now sees full-year adjusted EPS of $1.95-$2.15 on revenue of $125 million $135 million, nicely above its prior view of $1.75-$1.95, and $120 million-$130 million. "[I]n summary, our Core PC Postage business model of recurring revenue and high gross mergers is demonstrating continued growth and operating margin expansion," . "We are seeing record setting performances across many of our financial and key customer metrics." With the stock blasting through its 52-week high today, and trading at a still-lofty price-to-sales of 3.5, however, I'd wait for some of the excitement to fade before buying into that bull talk.
Hot Computer Hardware Companies To Invest In Right Now: Arch Coal Inc. (ACI)
Arch Coal, Inc. produces and sells thermal and metallurgical coal from surface and underground mines located in the United States. As of December 31, 2013, it operated or contracted out the operation of 22 mines, and owned or controlled approximately 5.3 billion tons of proven and probable recoverable reserves. The company also owned or controlled primarily through long-term leases approximately 32,135 acres of coal land in Ohio; 22,417 acres of coal land in Maryland; 46,532 acres of coal land in Virginia; 425,038 acres of coal land in West Virginia; 107,668 acres of coal land in Wyoming; 267,024 acres of coal land in Illinois; 19,428 acres of coal land in Montana; 21,802 acres of coal land in New Mexico; and 20,166 acres of coal land in Colorado, as well as coal land in Kentucky. In addition, it owned or controlled through long-term leases smaller parcels of property in Alabama, Indiana, Washington, Arkansas, California, Utah, and Texas. The company sells coal to power pl ants, steel mills, and industrial facilities. Arch Coal, Inc. was founded in 1969 and is headquartered in St. Louis, Missouri.
Advisors' Opinion:- [By Victor Selva]
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. With a ROE of 13.2%, it is well above the industry mean of 3.7% and competitors such as Alpha Natural Resources�Inc. (ANR), Arch Coal Inc. (ACI) and Peabody Energy Corp. (BTU).
- [By Sean Williams]
This week's loser
If Dendreon was the Yin last week, then coal miner Arch Coal (NYSE: ACI ) was certainly the Yang, shedding 13% of its value. The culprit for the move has been a combination of weak growth results out of China, as well as an untimely downgrade of earnings estimates and coal price projections for five metallurgical coal companies -- including Arch, which was lowered to "underperform" -- by Raymond James. Arch has struggled mightily domestically, so its plan to ramp up production via coal exports relies on steady emerging-market growth, specifically in Asia, where it's set up many of those export agreements. If Asia begins to slow, it'll put Arch in a tough situation. - [By Ben Levisohn]
Amidst the coal slump that has battered the shares of producers like Walter Energy (WLT), Arch Coal (ACI) and Alpha natural Resources (ANR), Peabody Energy (BTU) has held up slightly better thanks to its “relatively more balanced financials.” That didn’t stop Imperial Capital’s Matthew Farwell from taking a sour view of Peabody Energy in a note today:
- [By Matt Thalman]
Matt discusses Peabody (NYSE: BTU ) , CONSOL Energy (NYSE: CNX ) , Arch Coal (NYSE: ACI ) , and Alpha Natural Resources (NYSE: ANR ) , which one he likes best, and why he would stay away from the other three.
Top Healthcare Technology Stocks To Own For 2015: ONYX Pharmaceuticals Inc.(ONXX)
Onyx Pharmaceuticals, Inc., a biopharmaceutical company, engages in the development and commercialization of therapies that target the molecular mechanisms that cause cancer in the United States and internationally. The company, through its collaboration agreement with Bayer HealthCare Pharmaceuticals, Inc., develops and markets Nexavar (sorafenib) tablet, a multiple kinase inhibitor for the treatment of liver cancer and advanced kidney cancer. It is also conducting Phase III clinical trial on Nexavar for the treatment of kidney, liver, lung, thyroid, breast, and non-small cell lung cancers; clinical trials on carfilzomib, a proteasome inhibitor for the treatment of patients with relapsed or relapsed/refractory multiple myeloma and solid tumors; and Phase Ib/II clinical trial on Oprozomib, an oral proteasome inhibitor. In addition, Onyx Pharmaceuticals, Inc. is developing ONX 0914, an immunoproteasome inhibitor, which is in preclinical stage for the treatment of autoimmune disorders, such as rheumatoid arthritis, inflammatory bowel disease, and lupus. Further, the company, through its collaboration agreement with Bayer HealthCare Pharmaceuticals, Inc., is conducting clinical trials on Regorafenib, a multi-kinase inhibitor to treat metastatic colorectal cancer and gastrointestinal stromal tumors. It has a collaboration agreement with Warner-Lambert Company to discover and commercialize small molecule drugs that restore control of or intervene in the misregulated cell cycle in tumor cells. The company also has development and license agreements with BTG International Limited for the development and commercialization of ONX 0801, a novel targeted oncology compound; and Ono Pharmaceutical Co., Ltd. to develop and commercialize carfilzomib and Oprozomib for oncology indications in Japan. Onyx Pharmaceuticals, Inc. was founded in 1992 and is headquartered in South San Francisco, California.
Advisors' Opinion:- [By Sean Williams]
The newest treatment on the block is Onyx Pharmaceuticals' (NASDAQ: ONXX ) Kyprolis, which was approved last year as a treatment for multiple myeloma patients who had failed to respond, or stopped responding, to two previous treatments. The accelerated approval of Kyprolis was based on its overall response rate of 22.9%. While it delivered a median response duration of 7.8 months, it also came with a laundry list of side effects, with serious adverse events reported in a whopping 45% of patients.�
Top Healthcare Technology Stocks To Own For 2015: Clovis Oncology Inc (CLVS)
Clovis Oncology, Inc. (Clovis) incorporated on April 20, 2009, is a Development-stage Company. The Company is a Biopharmaceutical Company. The Company focuses on acquiring, developing and commercializing anti-cancer agents in the United States, Europe and additional international markets. The Company also focuses on the treatment of specific subsets of cancer populations. During the year ended December 31, 2010, the Company was in the process of developing three product candidates for which it holds global marketing rights: CO-101, a lipid-conjugated form of the anti-cancer drug gemcitabine; CO-1686, an oral epidermal growth factor receptor (EGFR) mutant-selective inhibitor and CO-338, a poly ADP (Adenosine Diphosphate)-ribose polymerase (PARP) inhibitor. Effective November 19, 2013, Clovis Oncology Inc acquired the entire share capital of Ethical Oncology Science SpA.
CO-101 - a Lipid-Conjugated Form of the Anti-Cancer Drug Gemcitabine
CO-101 is designed to treat patients with pancreatic cancer whose tumors express low amounts of a membrane transporter protein on the surface of the cancer cell known as hENT1 and are thus expected to be resistant to standard gemcitabine-based therapy. Based on the published results of multiple studies assessing the correlation of hENT1 expression to survival outcomes in pancreatic cancer patients treated with gemcitabine, the Company estimates that approximately 40% to 50% of pancreatic patients express low levels of hENT1, and thus derive little or no benefit from gemcitabine therapy. CO-101 is in an international, randomized and controlled 360-patient study for the first-line treatment of metastatic pancreatic cancer. This open-label study compares CO-101 to gemcitabine as a first-line therapy in patients with metastatic pancreatic cancer. Clovis is partnered with Ventana Medical Systems for the development and commercialization of a companion diagnostic for the assessment of hENT1 levels.
CO-1686-an Oral EGFR Mutant-Selective ! Inhibitor
CO-1686 is an orally available, small molecule covalent inhibitor of the cancer-causing mutant forms of EGFR for the treatment of non-small cell lung cancer (NSCLC). CO-1686 targets both the initial activating EGFR mutations as well as the primary resistance mutation, T790M, it treats both first- and second-line NSCLC patients with EGFR mutations. Such initiating activating mutations occur in approximately 10% to 15% of NSCLC cases in Caucasian patients and approximately 30% to 35% of NSCLC cases in East Asian patients. Following treatment with approved NSCLC therapies, Tarceva (erlotinib) or Iressa (gefitinib), both known as tyrosine kinase inhibitors (TKIs), approximately half of these patients develop the T790M mutation.
The Company focuses on the development of CO-1686 as both a second-line therapy for EGFR-mutated NSCLC patients who become resistant to TKIs due to the emergence of the T790M secondary mutation and as a first-line treatment for EGFR-mutated NSCLC. Clovis is partnered with Roche Molecular Systems for the development and commercialization of a companion diagnostic for identification of EGFR mutations.
CO-338-a PARP Inhibitor
CO-338 is a small molecule PARP inhibitor that the Company focuses to develop as both monotherapy and in combination with chemotherapeutic agents for the treatment of selected cancer patients. CO-338 is in a Phase I clinical trial to determine the maximum tolerated dose of oral CO-338 that can be combined with intravenous, or IV, platinum chemotherapy in the treatment of solid tumors. This program is supplemented by two ongoing investigator-initiated trials, using the IV formulation of CO-338: a Phase I/II study in germ-line BRCA mutant breast and ovarian cancer and a Phase II study in the adjuvant treatment of germ-line BRCA mutant and triple-negative breast cancer. The Company also focuses on initiating a Phase I monotherapy study of the oral formulation, to determine an appropriate dose and schedule.!
The Company competes with Eli Lilly, Teva Pharmaceutical Industries, APP Pharmaceuticals, AB Science SA, Amgen Inc., Astellas Pharma, BioSante Pharmaceuticals, Inc., Celgene Corporation, Immunomedics, Inc., Lorus Therapeutics, Threshold Pharmaceuticals, Inc., Boehringer Ingelheim, Pfizer, Sanofi-Aventis, Astra Zeneca, Abbott, Merck, Eisai, Cephalon and Biomarin.
Advisors' Opinion:- [By Anders Bylund]
No. 1 with a bullet
Nobody, but nobody, is beating Clovis Oncology (NASDAQ: CLVS ) right now. The cancer-focused biotech company got the party started with a fine earnings report in February, which helped push the stock 15% higher overnight. But that's nothing next to the 136% one-day pop Clovis experienced after releasing positive data from early-stage studies on two types of cancer-busting drugs.
Top Healthcare Technology Stocks To Own For 2015: Universal Health Realty Income Trust (UHT)
Universal Health Realty Income Trust (Trust) is a real estate investment trust (REIT). It invests in health care and human service related facilities, including acute care hospitals, behavioral healthcare facilities, rehabilitation hospitals, sub-acute facilities, surgery centers, childcare centers and medical office buildings (MOBs). As of February 29, 2012, it had 54 real estate investments or commitments located in 15 states in the United States consisting of seven hospital facilities, including three acute care, one behavioral healthcare, one rehabilitation and two sub-acute; 43 MOBs, and four preschool and childcare centers. In February, 2012, Canyon Healthcare Properties, in which it owned a 95% non-controlling ownership interest, completed the divestiture of the Canyon Springs Medical Plaza. In January, 2012, it purchased the PeaceHealth Medical Clinic, a single-tenant medical office building consisting of approximately 99,000 rentable square feet, located in Bellingham, Washington. During the year ended December 31, 2011, the Company acquired Lake Pointe Medical Arts Building, Forney Medical Plaza, Tuscan Professional Building and Emory at Dunwoody Building, and minority ownership interests held by third-party members in 11 limited liability companies (LLCs). On November 30, 2011 and December 16, 2011, eight LLCs in which it owned various non-controlling, ownership interests, completed the divestitures of medical office buildings and related real property.
As of February 29, 2012, the Company had investments in 54 facilities, located in 15 states and consisting of Southwest Healthcare System, Inland Valley Campus, McAllen Medical Center, Wellington Regional Medical Center, The Bridgeway, Kindred Hospital Chicago Central, Kindred Hospital Corpus Christi, HealthSouth Deaconess Rehabilitation Hospital, Family Doctor�� Medical Office Bldg., Kelsey-Seybold Clinic at Kings Crossing, Professional Bldgs. at Kings Crossing Building A and Building B, Chesterbrook Academy, Southern Cresce! nt Center I, Desert Valley Medical Center, Desert Springs Medical Plaza, and Santa Fe Professional Plaza. As of December 31, 2011, included in its portfolio are seven hospital facilities. During 2011, the leases with respect to these hospital facilities consisted approximately 65% of its revenue. As of December 31, 2011, these leases have fixed terms with an average of 4.4 years remaining and include renewal options ranging from one to five, five-year terms. During 2011, revenues generated from the leases on the Universal Health Services, Inc. (UHS) hospital facilities accounted for approximately 55% of its total revenue. During 2011, it had a total of 41 new or renewed leases related to the medical office buildings.
Advisors' Opinion:- [By Fredrik Arnold]
Ten Champion dogs that promised the biggest dividend yields into July included firms representing five of nine market sectors. The top stocks were three of five from the financial sector: Universal Health Realty Trust (UHT); Mercury General Corp. (MCY); Old Republic Int'l (ORI). The other two financial firms, HCP Inc., and United Bankshares Inc. (UBSI), placed sixth and eighth.
- [By Dividends4Life]
Linked here is a detailed quantitative analysis of Universal HealthRealty Income Trust (UHT). Below are some highlights from the above linked analysis:
Top Healthcare Technology Stocks To Own For 2015: Methanex Corporation (MEOH)
Methanex Corporation, together with its subsidiaries, engages in the production, marketing, and sale of methanol. The company also purchases and re-sells methanol produced by others. Its methanol is a clear liquid commodity chemical that is used to produce traditional chemical derivatives, including formaldehyde, acetic acid, and various other chemicals. The company�s methanol is also used in energy-related applications; for blending into gasoline, as a feedstock in the production of dimethyl ether, which can be blended with liquefied petroleum gas for use in household cooking and heating, and in the production of biodiesel; and used to produce methyl tertiary-butyl ether, a gasoline component, as well as used into olefins applications. The company supplies its methanol to petrochemical producers and distributors in North America, the Asia Pacific, Europe, and Latin America. Methanex Corporation was founded in 1968 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Victor Selva]
The firm is currently Zacks Rank # 3��old, and it also has a longer-term recommendation of ��eutral�� A Hold rating indicates that the stock, over the next 1 to 3 months, will perform at an annualized rate of 10.56%, very similar to the S&P 500. For investors looking for a Zacks Rank # 1��trong Buy, Methanex Corporation (MEOH) could be the option.
- [By Aimee Duffy]
The North American natural gas revolution has had an undeniable effect on domestic energy companies. While many of the companies we read about every day are more or less obvious investment ideas, be they oil and gas producers or pipeline operators, there are still a few opportunities floating under the radar. In this video, Fool.com contributor Aimee Duffy takes a look at Canada's Methanex (NASDAQ: MEOH ) , an energy company that thrives on cheap natural gas, and as a result is striking deals left and right.
Top Healthcare Technology Stocks To Own For 2015: Wolseley PLC (WOS)
Wolseley plc is a specialist trade distributor of plumbing and heating products to professional contractors and a supplier of building materials in North America, the United Kingdom and Continental Europe. The Company operates in seven segments: USA, UK, Canada, Nordic, France, Central and Eastern Europe, and Group. On September 1 2009, the Company acquired Decorative Product Source, Inc, a company engaged in the distribution and supply of construction materials and services. On January 8, 2010, the Company disposed of 100% of Wolseley Ireland Holdings Limited, which comprised all the Company's businesses in the Republic of Ireland and the Brooks business in Northern Ireland. In November 2011, the Company announced that it had completed the sale of its remaining interest in Stock Building Supply to The Gores Group. In April 2012, the Company sold its Brossette, the French Plumbing and Heating business to Saint Gobain. In October 2012, the Company acquired Davis & Warshow, Inc. Advisors' Opinion:- [By Inyoung Hwang]
Wolseley Plc (WOS) added 3.1 percent to 3,296 pence, its largest gain in more than five weeks. The world�� biggest distributor of plumbing and heating products said so-called trading profit in the 12 months through July climbed to 725 million pounds ($1.2 billion) from 665 million pounds a year earlier. Analysts had predicted earnings of 704 million pounds, according to the average of 20 estimates compiled by the company. Wolseley proposed a special dividend payout of 300 million pounds.
Top Healthcare Technology Stocks To Own For 2015: Select Medical Holdings Corporation(SEM)
Select Medical Holdings Corporation, through its subsidiary, Select Medical Corporation, operates specialty hospitals and outpatient rehabilitation clinics in the United States. The company?s Specialty Hospitals segment offers long term acute care hospital services and inpatient acute rehabilitative hospital care. This segment provides services for various medical conditions, such as respiratory failure, neuromuscular disorders, traumatic brain and spinal cord injuries, strokes, non-healing wounds, cardiac disorders, renal disorders, and cancer. As of December 31, 2011, it operated 110 long term acute care hospitals and 9 inpatient rehabilitation facilities in 28 states. The Outpatient Rehabilitation segment operates clinics; and provides physical, occupational, and speech rehabilitation services. It offers medical rehabilitation services on a contract basis at nursing homes, hospitals, assisted living and senior care centers, schools, and worksites. This segment also pro vides specialized programs, such as functional programs for work related injuries, hand therapy, and athletic training services. As of December 31, 2011, it operated 954 outpatient rehabilitation clinics in 32 states and the District of Columbia. Select Medical Holdings Corporation was founded in 1996 and is headquartered in Mechanicsburg, Pennsylvania.
Advisors' Opinion:- [By Rich Duprey]
Specialty hospitals and outpatient rehabilitation clinic operator�Select Medical� (NYSE: SEM ) �announced yesterday that it had successfully completed the�private placement of�$600 million�worth of its 6.375% senior notes due in 2021.
- [By Sean Williams]
A simple numbers game
For hospital operators like Select Medical (NYSE: SEM ) , the future is just a numbers game as long as the Patient Protection and Affordable Care Act gets implemented on Jan. 1, 2014.
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