Last week investors were hit with one economic data point after another, and the markets fared well. Those positive feelings have been carried through to this week as the markets continue to climb higher, though there's no news of note so far today.
As of 12:55 p.m. EDT the Dow Jones Industrial Average (DJINDICES: ^DJI ) is up 60 points, or 0.4%, to 15,030. The S&P 500 is up 0.37%, sitting comfortably above the 1,600-point level. The�Nasdaq is more muted, up just two points.
One stock that occupies both the Dow and the tech-heavy Nasdaq is Microsoft (NASDAQ: MSFT ) , which is down 1.1% on the news that the company has once again signed a guarantee of per-search revenue for ads appearing on Yahoo! sites. The two companies had this arrangement before, but it expired on March 31. The deal has been extended for another year, and though it was renewed on April 1, it was not disclosed until today. The search partnership between Microsoft and Yahoo! has been underperforming for some time, and this move is likely just a way for Microsoft to keep Yahoo! happy.�
Top 10 Performing Stocks To Watch For 2014: Apex Minerals NL(AXM.AX)
Apex Minerals NL engages in the mining and production of gold, as well as exploration of mineral resources in Australia. It holds interests in the Wiluna gold project, which covers an area of approximately 50 square kilometers located to northeast of Perth; and in the Youanmi project that covers an area of 40 kilometers located to northeast of Perth. The company is based in West Perth, Australia.
Top 10 Performing Stocks To Watch 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
Hot Canadian Stocks For 2014: Westell Technologies Inc.(WSTL)
Westell Technologies, Inc., through its subsidiaries, engages in the design, distribution, marketing, and servicing a range of broadband, digital transmission, remote monitoring, power distribution, and demarcation products used by telephone companies and other telecommunications service providers. It operates in three segments: Customer Networking Systems (CNS) equipment, Outside Plant Systems (OSP) equipment, and ConferencePlus services. The CNS equipment segment provides networking and high-speed transmissions products, such as modems, routers, versatile gateway devices, and wireless broadband home routers that allow service providers to deliver broadband services over existing copper, fiber, coax, or wireless infrastructures. The OSP segment offers next generation outdoor cabinets; enclosures; power distribution; fiber, Ethernet, and coax edge connectors; remote monitoring equipment; and DS1 and DS3 transmission plugs. This segment also markets and sells power distribu tion and remote monitoring solutions. The ConferencePlus services segment provides audio, Web, and video conferencing services to businesses and individuals. This segment sells its services directly to Fortune 1000 companies, and indirectly through its private reseller programs. The company offers its products through field sales organizations and selected distributors in the United States, as well as in Canada and Europe. Westell Technologies, Inc. was founded in 1980 and is headquartered in Aurora, Illinois.
Advisors' Opinion:- [By Rich Smith]
On Friday, the diversified manufacturer named Brian S. Cooper�to replace interim CFO Braden Waverley on May 28. Waverly will remain acting CFO until Cooper joins the company next month. Cooper comes to Federal Signal by way of smaller telecommunications equipment maker Westell Technologies (NASDAQ: WSTL ) , where he has served as CFO since 2009.
Top 10 Performing Stocks To Watch For 2014: Birner Dental Management Services Inc.(BDMS)
Birner Dental Management Services, Inc., a dental business service company, provides dental practice management services to dental practice networks in Colorado, New Mexico, and Arizona. The company offers business services to 64 dental practice offices that include 38 acquired offices and 26 internally developed ?de novo Offices?. Its affiliated dentist offices provide general dentistry services, including crowns and bridges, fillings, and aesthetic procedures, such as porcelain veneers and bleaching; cleanings and periodontal services, including root planning and scaling; and specialty dental services, such as orthodontics, oral surgery, pediatrics, endodontics, and periodontics at some of its offices. The company serves dentists, patients, and third-party payors. Birner Dental Management Services, Inc. was founded in 1995 and is headquartered in Denver, Colorado.
Advisors' Opinion:- [By Geoff Gannon]
For example, a company involved in a mundane business like running hair salons ��like Regis (RGS), dentist offices ��like Birner Dental (BDMS), grocery stores ��like Village Supermarket (VLGEA), or garbage dumps ��like Waste Management (WM), may be easy to estimate as essentially a no-growth business.
- [By Geoff Gannon]
I could go down the list for each company that I thought was an especially oddly valued stock. For Birner Dental (BDMS), it�� possible people were paying more attention to earnings per share and dividends than EBITDA and share buybacks. For Bancinsurance, the company�� top management was under SEC investigation. For George Risk (RSKIA), it was a combination of not really cheap on a P/E basis and just barely cheap on a cash basis ��and it was connected to homebuilding.
Top 10 Performing Stocks To Watch For 2014: Multimedia Games Holding Company Inc.(MGAM)
Multimedia Games Holding Company, Inc., together with its subsidiaries, engages in the design, manufacture, distribution, and maintenance of gaming machines, video lottery terminals, and associated systems and equipment. The company provides a range of networked gaming systems that control and operate Class II gaming machines, video lottery terminals, and bingo terminals at Native American and commercial gaming facilities. It offers various classic 3-reel and 5-reel mechanical reel games, which provide players with a slot gaming experience; Side Action series of slot games; Maximum Lockdown, a hybrid mechanical reel game; Treasure Top series, a range of 3-reel mechanical games that includes LED lights and a video spinning wheel; TournEvent, a slot tournament system, which allow operators to switch from in-revenue gaming to out-of-revenue tournaments; and High Rise Games. The company also offers back-office accounting and slot management systems that are used to manage the floor operations; and server-based centrally-linked player terminals, which are placed and sold in Class II, video lottery terminal, and bingo settings, as well as standalone player terminals that are placed and sold in Class III settings. It provides its gaming systems to Native American and commercial casino operators in North America; domestic and selected international lottery operators; and charity and commercial bingo gaming facility operators. The company was formerly known as Multimedia Games, Inc and changed its name to Multimedia Games Holding Company, Inc. in April 2011. Multimedia Games Holding Company, Inc. was founded in 1991 and is based in Austin, Texas.
Advisors' Opinion:- [By Rick Munarriz]
Multimedia Games (NASDAQ: MGAM ) is a provider of casino games, growing at a healthier rate than its larger rivals. Another thing it does is make analysts look like perpetual underachievers. If analysts say that the company posted a profit of $0.24 a share in its latest quarter, I'll argue that it held up better than that. History's on my side!
Top 10 Performing Stocks To Watch For 2014: Macdonald Mines Exploration Ltd (BMK.V)
Macdonald Mines Exploration Ltd. engages in the in the identification, acquisition, and exploration of mineral properties with a focus on the Ring of Fire area of the James Bay Lowlands in northern Ontario, Canada. The company primarily explores for nickel, chromium, copper, zinc, vanadium, titanium, volcanic massive sulphides, magmatic massive sulphides, and platinum group elements. It holds interests in 73 contiguous mining claims in the Butler property covering an area of approximately 176.9 square kilometers; 14 contiguous mining claims in the Semple-Hulbert property covering an area of approximately 31.4 square kilometers; and 65 contiguous mining claims in the Sanderson property covering an area of approximately 148.0 square kilometers located in Ontario. The company also holds interests in 5 contiguous mineral dispositions in the Bob Lake property covering an area of approximately 230.0 square kilometers situated in Saskatchewan. Macdonald Mines Exploration Ltd. is based in Toronto, Canada.
Top 10 Performing Stocks To Watch For 2014: Luxor Industrial Corp.(LRL.V)
Luxor Industrial Corporation, together with its subsidiaries, develops, manufactures, and markets wooden building components for the construction of floor and wall systems in residential and light commercial buildings primarily in Canada and the United States. The company?s products include interlocking bridging system, an engineered bridging that controls bounce and vibration in floors; architectural wood products; and wood products consisting of survey stakes, conventional bridging, fireplace and door mantles, and prefabricated window and door openings. It also offers glulam beams comprising large, straight beams for commercial projects; curved and arched glulam; stock beams; GL3000 beams for engineered floor systems; fabricated beams and glulam trusses; and turned round columns. In addition, the company provides specialty cutting services, such as multi-ripping, custom-ripping, custom cutting, and precision end trimming. Luxor Industrial Corporation was founded in 1979 and is headquartered in Vancouver, Canada.
Top 10 Performing Stocks To Watch For 2014: Nomad Ventures Inc (NMD.V)
Nomad Ventures Inc. engages in the acquisition, exploration, and development of copper, gold, and silver properties in Canada. It has option agreements to acquire a 100% interest in four mining claims in the Dorothea and Sandra Townships, Thunder Bay Mining Division, Ontario, Canada; and Tulameen Mountain silver property in British Columbia. The company was founded in 2007 and is based in North Vancouver, Canada.
Top 10 Performing Stocks To Watch For 2014: Victrex(VCT.L)
Victrex plc, together with its subsidiaries, engages in the manufacture and sale of high performance polymers worldwide. The company provides VICTREX PEEK polymers; APTIV film, a PEEK film used in various markets, including electronics, acoustics, aerospace, automotive, industrial, and energy; VICOTE coatings available in powder and aqueous dispersions used in industrial, oil and gas, automotive, food processing, semiconductor, electronics, or pharmaceutical parts; and VICTREX Pipes used in harsh environments, such as ocean floor and aerospace. It also offers biomaterial solutions for the surgical and medical device markets for use in various applications, including spinal fusion, arthroscopy, spinal non-fusion, dental, orthopaedics, cardiovascular, trauma, and cranial-maxillo facial. The company is headquartered in Thornton Cleveleys, the United Kingdom.
Top 10 Performing Stocks To Watch For 2014: Northern Technologies International Corporation(NTIC)
Northern Technologies International Corporation develops, markets, and sells rust and corrosion inhibiting products and services under the ZERUST name to the automotive, electronics, electrical, mechanical, military, retail consumer, and oil and gas markets primarily in the North America, South America, Europe, Asia, and the Middle East. It also sells a portfolio of bio-based and biodegradable polymer resin compounds and finished products marketed under the Natur-Tec brand. The company?s ZERUST rust and corrosion inhibiting products include plastic and paper packaging, liquids and coatings, rust removers and cleaners, diffusers, and variations of these products designed for the oil and gas industry. It also offers on-site technical consulting for rust and corrosion prevention issues. In addition, the company offers Polymer Energy technology and equipment that converts plastic waste into diesel, gasoline, and heavy fractions. Northern Technologies International Corporation sells its solutions through a direct sales force, as well as a network of independent distributors and agents, subsidiaries, and joint venture arrangements. The company was founded in 1970 and is headquartered in Circle Pines, Minnesota.
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