Saturday, July 12, 2014

Top Logistics Companies To Buy For 2014

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 Tangoe (NASDAQ: TNGO  ) have danced higher today, up by 13% at the high, after the company announced a partnership with software giant SAP (NYSE: SAP  ) .

So what: The two companies have inked a software development cooperation agreement, which will result in the integration of Tangoe's Mobile TEM software suite with SAP's mobile security offerings. Tangoe and SAP will develop interoperability between SAP's mobile device management software and Tangoe's logistics specialties.

Now what: SAP mobile exec Sanjay Poonen said that companies must take a "holistic view" of mobile ecosystems nowadays, which is why it is partnering with Tangoe's complementary services. Tangoe CEO Al Subbloie expressed that this could just be the beginning, saying the partnership could potentially become "a multi-phased relationship." Shares have given up some of their gains, in part due to broader market weakness.

Top Income Stocks To Invest In Right Now: ACCO Brands Corp (ACCO)

ACCO Brands Corporation, incorporated on October 26, 1970, is one of the suppliers of branded school and office products. The Company sells its products through many channels that include the office products resale industry as well as through mass retail distribution and e-tailers. It designs, develops, manufactures and markets a variety of traditional and computer-related office products, school supplies and paper-based time management products. Through a focus on research, marketing and innovation, it seeks to develop new products that meet the needs of its consumers and commercial end-users, and support its brands. ACCO Brands is organized into three business segments: ACCO Brands North America, ACCO Brands International and Computer Products Group. It sells its products primarily to markets located in the United States, Northern Europe, Canada, Brazil, Australia and Mexico. On May 1, 2012, it completed the merger (Merger) of the Mead Consumer and Office Products Business (Mead C&OP) with a wholly-owned subsidiary of the Company.

Its office, school and calendar product lines use name brands such as AT-A-GLANCE, Day-Timer, Five Star, GBC, Hilroy, Marbig, Mead, NOBO, Quartet, Rexel, Swingline, Tilibra, Wilson Jones and many others. Its products and brands are not confined to one channel or product category and are designed based on preference. It manufactures approximately half of its products, and specify and source approximately the other half of its products, mainly from Asia. Its office products, such as stapling, binding and laminating equipment and related consumable supplies, shredders and whiteboards, are used by businesses. These business end-users purchase their products from its customers, which include commercial contract stationers, retail superstores, mass merchandisers, wholesalers, resellers, mail order and Internet catalogs, club stores and dealers. It also supplies some of its products directly to commercial and industrial end-users. Its school products include n! otebooks, folders, decorative calendars, and stationery products. It distributes its school products primarily through traditional and online retail mass market, grocery, drug and office superstore channels. It also supplies private label products within the school products sector. Its calendar products are sold throughout all channels where it sells office or school products, and it also sell direct to consumers.

ACCO Brands North America and ACCO Brands International

ACCO Brands North America and ACCO Brands International manufacture, source and sell traditional office products, school supplies, calendar products and document finishing solutions. ACCO Brands North America comprises the U.S. and Canada, and ACCO Brands International comprises the rest of the world, principally Europe, Latin America, Australia, and Asia-Pacific.

Its office, school and calendar product lines use name brands such as AT-A-GLANCE, Day-Timer, Five Star, GBC, Hilroy, Marbig, Mead, NOBO, Quartet, Rexel, Swingline, Tilibra, Wilson Jones and many others. Its office products, such as stapling, binding and laminating equipment and related consumable supplies, shredders and whiteboards, are used by businesses. These business end-users purchase their products from its customers, which include commercial contract stationers, mass merchandisers, retail superstores, wholesalers, resellers, mail order and Internet catalogs, club stores and dealers. It also supplies some of its products directly to commercial and industrial end-users.

Its school products include notebooks, folders, decorative calendars, and stationery products. It distributes its school products primarily through traditional and online retail mass market, grocery, drug and office superstore channels. It also supplies private label products within the school products sector. Its calendar products are sold throughout all channels where it sells office or school products, and it also sells direct to consumers.

! Computer Products Group

The Computer Products Group designs, distributes, markets and sells accessories for laptop and desktop computers and tablets and smartphones. These accessories primarily include security products, iPad covers and keypads, smartphone accessories, power adapters, input devices such as mice, laptop computer carrying cases, hubs, docking stations and ergonomic devices. The Computer Products Group sells mostly under the Kensington, Microsaver and ClickSafe brand names, with the majority of its revenue coming from the U.S. and Western Europe.

All of its computer products are manufactured to its specifications by third-party suppliers, principally in Asia, and are stored and distributed from its regional facilities. Its computer products are sold primarily to consumer electronics retailers, information technology value-added resellers, original equipment manufacturers and office products retailers.

The Company competes with, 3M, Avery Dennison, Blue Sky, Carolina Pad, Dominion BlueLine, Esselte, Fellowes, Franklin Covey, Hamelin, House of Doolittle, Newell Rubbermaid, Smead, Spiral Binding, Belkin, Fellowes, Logitech and Targus.

Advisors' Opinion:
  • [By John Kell]

    Acco Brands Corp.(ACCO) expects its 2013 results to come in ahead of analysts’ estimates as the office-products supplier projected fourth-quarter revenue that beat expectations. Shares of the company, whose brands include Day-Timer, At-a Glance and Mead, rose 5.1% to $6.59 in light premarket trading.

  • [By Travis Hoium]

    What: Shares of office supply maker ACCO Brands (NYSE: ACCO  ) fell as much as 13% in early trading today before settling in at a 5% drop.

Top Logistics Companies To Buy For 2014: EPAM Systems Inc (EPAM)

EPAM Systems, Inc. (EPAM), incorporated on December 18, 2002, is a global information technology (IT) services provider focused on software product development services, software engineering and vertically-oriented custom development solutions. EPAM has been serving independent software vendors (ISVs), and technology companies. These companies produce advanced software and technology products that demand software engineering talent, tools, methodologies and infrastructure to deliver solutions. Its service offerings cover the full software development lifecycle from complex software development services through maintenance and support, custom application development, application testing, enterprise application platforms and infrastructure management. Its key service offerings include software product development services, custom application development services, application testing services, enterprise application platforms, application maintenance and support and infrastructure management services. In December 2012, the Company acquired Empathy Lab.

Software Product Development Services

EPAM provides a set of software product development services, including product research, design and prototyping, product development, component design and integration, full lifecycle software testing, product deployment and end-user customization, performance tuning, product support and maintenance, as well as porting and cross-platform migration. The Company focuses on development services for enterprise software products covering a range of business applications, as well as product development for multiple mobile platforms and embedded software product services.

Custom Application Development Services

EPAM offers custom application development services. The Company�� range of services includes business and technical requirements analysis, solution architecture creation and validation, development, component design and integration, quality assurance and testing, d! eployment, performance tuning, support and maintenance, legacy applications re-engineering/refactoring, porting and cross-platform migration and documentation.

Application Testing Services

The Company�� application testing services include software application testing, including test automation tools and frameworks, and testing for enterprise IT, including test management, automation, functional and non-functional testing, as well as defect management. It also includes and consulting services focused on helping clients improve their existing software testing and quality assurance practices.

Enterprise Application Platforms

As a provider of software product development services to ISVs, EPAM has developed industry standard technology and business application platforms and their components in such areas as customer relationship management and sales automation, enterprise resource planning, enterprise content management, business intelligence, e-commerce, mobile, Software-as-a-Service and cloud deployment. The Company offers services around Enterprise Application Platforms, which include requirements analysis and platform selection, deep and complex customization, cross-platform migration, implementation and integration, as well as support and maintenance.

Application Maintenance and Support

EPAM delivers application maintenance and support services. The Company�� application maintenance and support offerings meet rigorous CMMI and SAS 70 Type II requirements. Its services include incident management, fault investigation diagnosis, work-around provision, application bug fixes, release management, application enhancements and third-party maintenance.

Infrastructure Management Services

EPAM service offerings cover infrastructure management services. The Company has implemented large infrastructure monitoring solutions, providing real-time notification and control from the low-level infrastructure up! to and i! ncluding applications. Its solutions cover the lifecycle of infrastructure management, including application, database, network, server, storage and systems operations management, as well as incident notification and resolution.

Advisors' Opinion:
  • [By Seth Jayson]

    EPAM Systems (NYSE: EPAM  ) reported earnings on May 9. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q1), EPAM Systems met expectations on revenues and missed estimates on earnings per share.

Top Logistics Companies To Buy For 2014: China Southern Airlines Company Limited(ZNH)

China Southern Airlines Company Limited provides commercial airline services in the People's Republic of China, Hong Kong, Macau, Taiwan, and internationally. It principally engages in the provision of passenger, air cargo, and mail airline services. The company also offers logistics services; air catering services; property management services; aircraft and engine repair and maintenance services; pilot training services; flight simulation services; and airport ground services. As of December 31, 2010, it had a fleet of 422 aircraft, as well as a network reaching 898 destinations connecting 169 countries and regions, and cities worldwide. The company was founded in 1995 and is headquartered in Guangzhou, the People?s Republic of China. China Southern Airlines Company Limited operates as a subsidiary of China Southern Air Holding Company.

Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Hong Kong stocks started modestly lower Thursday, tracking broad weakness in Asia, with mainland Chinese banks mixed after the release of November lending data. The Hang Seng Index (HK:HSI) lost 0.2% to 23,288.02, while the Hang Seng China Enterprises Index fell 0.4%. However, the Shanghai Composite (CN:SHCOMP) added 0.1% to 2,205.39 in choppy trade that saw it swing between positive and negative territory. Mainland Chinese banks saw mixed reaction after data showed new yuan-denominated loans rose to 624.6 billion yuan ($102 billion) in November, more than 100 billion yuan above the year-earlier figure and beating market forecasts of between 560 billion yuan and 580 billion yuan, according to the XInhua news agency. Among the top banks, Bank of China Ltd. (HK:3988) (BACHY) was up 0.3%, Bank of Communications Co. (HK:3328) (BKFCF) rose 0.2%, Agricultural Bank of China Ltd. (HK:1288) (ACGBF) traded flat, and Industrial & Commercial Bank of China Ltd. (HK:1398) (IDCBF) fell 0.6%. Shares of Aluminum Corp. of China Ltd. (HK:2600) (ACH) lost 0.7% after saying it could see a drop of up to 37% in output from a key Peruvian copper mine. Angang Steel Co. (HK:347) (ANGGF)

Top Logistics Companies To Buy For 2014: BNP Paribas SA (BNP)

BNP Paribas SA is a France-based bank group with four core businesses: Retail Banking, Corporate & Investment Banking, Investment Solutions and Other Activities. Retail Banking comprises the French retail banking division, Banca Nazionale del Lavoro in Italy, BeLux Retail Banking, Europe-Mediterranean, all BNP Paribas Group retail banking businesses out of Euro Zone: in the United States, in Asia, in the Mediterranean Basin and Africa, in Turkey, Central and Eastern Europe, personal finance and equipment solutions. The Corporate & Investment Banking business provides to its clients financing, advisory and capital markets services. The Investment Solutions division offers private banking, asset management, securities services, real estate and insurance services. In November 2013, the Company launched 'Hello Bank!', a mobile, digital bank operating in France, Belgium and Germany. Advisors' Opinion:
  • [By Namitha Jagadeesh]

    BNP Paribas SA (BNP), Societe Generale SA (GLE) and Credit Agricole SA (ACA), France�� largest banks by market value, reported second-quarter profit that exceeded analysts��estimates. Paris-based Societe Generale, which said income more than doubled from a year earlier, trades at 10.8 times projected earnings, 64 percent below its 2009 high. Credit Agricole trades at 8.6 times projected profit and BNP Paribas at 10.7 times, according to data compiled by Bloomberg.

Top Logistics Companies To Buy For 2014: China Teletech Holding Inc (CNCT)

China Teletech Holding, Inc., formerly Guangzhou Global Telecom, Inc., incorporated on March 29, 1999, is a distributor of pre-paid calling card and integrated mobile phone handsets and a provider of mobile handset value-added services. The Company serves as one of principal distributors of China Telecom, China Unicom, and China Mobile products in Guangzhou City. The Company is also developing an on-line refill platform with China Mobile to develop its on-line business in the Guangdong Province. On March 30, 2012, the Company acquired China Teletech Limited.

The Company operates its business through its subsidiaries in China: Guangzhou Renwoxing Telecom Co., Ltd., Guangzhou Global Telecommunication Co., Ltd., Guangzhou Rongxin Technology Co., Ltd., and Shenzhen Rongxin Investment Co., Ltd. The Company also engages in the business of wholesale and distribution of mineral water, as well as trading of wine in China. The Company has cooperative distribution relationships with Panasonic, Motorola, LG, GE, Bird, Samsung corporations for their mobile handsets.

Advisors' Opinion:
  • [By MARKETWATCH]

    HONG KONG (MarketWatch)-- Hong Kong stocks rose early Thursday, as China Mobile Ltd. shined on news of iPhone pre-orders hitting 1 million units. The Hang Seng Index (HK:HSI) added 0.6% to 23,032.09. Market heavyweight China Mobile (HK:941) (CHL) rallied 0.9%, as the world's largest mobile carrier said it has received more than 1 million pre-orders for the iPhone before it goes on sale in the carrier's stores on Friday, at a time when Apple Inc. (AAPL) Chief Executive Tim Cook visited Beijing for future cooperation between the two giants. Telecom equipment shares also advanced, with ZTE Corp. (HK:763) (ZTCOF) rising 1.2%. Meanwhile, China Mobile's smaller rivals slipped, as China Unicom (HK:762) (CHU) dropped 0.7%, and China Telecom (HK:738) (CNCT) fell 0.5%. China South City Holdings (HK:1668) , a developer of logistics and trade centers, surged 56%, after the company announced that Internet giant Tencent Holdings (HK:700) (TCTZF) would invest about 1.5 billion Hong Kong dollars ($195 million) for an almost 10% stake in the developer in order to expand their business online, including e-commerce and online payment services. Tencent Holdings (HK:700)

Top Logistics Companies To Buy For 2014: Discover Financial Services(DFS)

Discover Financial Services, a bank holding company, offers direct banking and payment services in the United States. It operates in two segments, Direct Banking and Payment Services. The Direct Banking segment offers Discover card-branded credit cards to individuals and small businesses that are accepted on the Discover Network. This segment also provides other consumer banking products and services, including personal loans, student loans, and prepaid cards, as well as other consumer lending and deposit products, such as certificates of deposit, money market accounts, online savings accounts, and individual retirement account. The Payment Services segment operates the PULSE network, an automated teller machine, debit, and electronic funds transfer network; the Diners Club International network, a global payments network; and third-party issuing business, which includes credit, debit, and prepaid cards issued on the Discover Network by third parties. The company was found ed in 1986 and is based in Riverwoods, Illinois.

Advisors' Opinion:
  • [By Matt Brownell]

    Alamy The holiday shopping season is upon us, and that means you're probably about to spend a whole lot of money: According to the National Retail Federation, the average American will spend about $738 on gifts, decorations and other holiday purchases. And, actually, that's down 2 percent from last year, so perhaps we're all trying to be a hair more frugal. But another way to save on those holiday outlays can be to pick the right card when you get to the checkout counter. So which one should you use? If you're planning on carrying a balance into 2014, the answer is obvious: Whichever card has the lowest rate. But if you're planning on paying off your purchases in full and APRs aren't a concern, then you'll need to consider what ancillary benefits you can get by choosing one card over another. The Rewards Carousel The biggest consideration here is what sort of cash-back rewards you can get out of your card. Usually, you get only 1 percent back, which is a drop in the shopping bucket. But many cards have 5 percent bonus categories that rotate on a quarterly basis. And the good news is that credit-card issuers tend to pick bonus categories for the fourth quarter that line up nicely with where you're likely to spend money for the holidays. Take the Chase (JPM) Freedom card, for instance: This quarter, you can get 5 percent cash-back at Amazon.com (AMZN) and department stores including J.C. Penney (JCP), Sears (SHLD) and Nordstrom. The bad news is that some of the retailers with the lowest prices, including Target (TGT), Walmart (WMT) and warehouse-club stores, are excluded from the deal. Still, if you drop $300 between Macy's and Amazon this holiday season, you're getting back $15 just by using your Freedom card. If you intend to do most of your shopping online, your best bet might be the Discover (DFS) It card, which provides 5 percent cash-back on all online purchases through the end of the year. "As people do more holiday spending online, this is a great

Top Logistics Companies To Buy For 2014: Tranzyme Inc.(TZYM)

Tranzyme, Inc., a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of small molecule therapeutics for the treatment of acute and chronic gastrointestinal (GI) motility disorders in the United States and internationally. The company?s clinical product candidates include ulimorelin, an intraveneous ghrelin agonist, which is in the Phase III clinical development stage for the treatment of acute upper GI motility disorders; and TZP-102, an orally-administered ghrelin agonist that has commenced Phase IIb clinical development stage for the treatment of diabetic gastroparesis. Its preclinical product candidates comprise TZP-201, a motilin antagonist for the treatment of various forms of moderate-to-severe diarrhea; and TZP-301, an oral ghrelin antagonist for the treatment of metabolic diseases. The company has strategic collaboration with Bristol-Myers Squibb Company to discover, develop, and commercialize additional novel co mpounds; and a license agreement with Norgine B.V to develop and commercialize ulimorelin in Europe, Australia, New Zealand, the Middle East, and north and South Africa. Tranzyme, Inc. was founded in 1998 and is headquartered in Durham, North Carolina.

Advisors' Opinion:
  • [By CRWE]

    Tranzyme Pharma (Nasdaq:TZYM) reported that it has closed the previously announced underwritten registered direct offering of approximately 3.0 million shares of its common stock at a price of $3.85 per share for gross proceeds, including the over-allotment option, of approximately $11.5 million.

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