Alcoa Inc (NYSE:AA) will "officially" start the first quarter earnings season when they hold a conference call on Tuesday, April 8 beginning at 5:00 p.m. EDT to discuss first quarter 2014 results and business developments. The conference call will be webcast live via Alcoa's website, with presentation materials available online.
Wall Street anticipates that the aluminum maker will earn $0.05 per share for the quarter, which is $0.06 less than last year's profit of $0.11 per share. iStock expects AA �to top Wall Street's consensus number. The iEstimate is $0.06, a bullish surprise of a penny.
[Related -Do Earnings Mean Anything Anymore?]
Sales, like earnings, are expected to fall, slipping 4.2% year-over-year. Alcoa's consensus revenue estimate for Q1 is $5.59 billion, down from last year's $5.83 billion.
10 Best Undervalued Stocks To Own Right Now: Energy Transfer Equity L.P. (ETE)
Energy Transfer Equity, L.P., through its direct and indirect investments in the limited partner and general partner interests in Energy Transfer Partners, L.P., engages in midstream, intrastate, and interstate transportation of natural gas, as well as in storage of natural gas in the United States. The company?s Intrastate Transportation and Storage segment engages in the ownership and operation of natural gas transportation pipelines and natural gas storage facilities. As of December 31, 2009, it owned and operated approximately 7,800 miles of natural gas transportation pipelines and 3 natural gas storage facilities. This segment sells natural gas to electric utilities, independent power plants, local distribution companies, industrial end-users, and other marketing companies on the Houston pipeline system. Its Interstate Transportation segment involves owns and operates interstate natural gas pipeline. It owned and operates approximately 2,700 miles of interstate natura l gas pipeline with an additional 180 miles under construction. The company?s Midstream segment engages in the ownership and operation of in service natural gas gathering pipelines, natural gas processing plants, natural gas treating facilities, and natural gas conditioning facilities. This segment owned and operated approximately 7,000 miles of in service natural gas gathering pipelines, 3 natural gas processing plants, 11 natural gas treating facilities, and 11 natural gas conditioning facilities. Its Retail Propane segment operates a retail distribution network consisting of approximately 440 customer service locations in approximately 40 states. The company was formerly known as La Grange Energy, L.P. Energy Transfer Equity, L.P. was founded in 2002 and is based in Dallas, Texas.
Advisors' Opinion:- [By Igor Greenwald]
One upshot was our new recommendation of Energy Transfer Equity (ETE) as a general partner poised to capitalize on lucrative IDR streams from several subsidiary partnerships.
- [By Dividend Monk]
Much like Kinder Morgan Inc. (KMI) and Energy Transfer Equity (ETE), Oneok Inc. is a publicly traded general partner of another publicly traded partnership (Oneok Partners LP), and the overall benefits are similar.
Top Industrial Disributor Stocks For 2014: Sevcon Inc (SEV)
Sevcon, Inc., incorporated on November 23, 1987, is engaged in the electronic controls business. Through wholly owned subsidiaries located in the United States, England, France, South Korea and Japan, the Company designs and sells, under the Sevcon name, microprocessor based controls for zero emission and hybrid electric vehicles. The controls are used to vary the speed and movement of vehicles, to integrate specialized functions and to prolong the shift life of vehicles��power source. It operates in two segments: electronic controls and capacitors. The electronic controls segment produces microprocessor based control systems for zero emission and hybrid electric vehicles. The capacitor segment produces special metalized film capacitors for sale to electronic equipment manufacturers.
The Company�� customers are manufacturers of on-road, off-road and industrial vehicles including automobiles, motorcycles, buses, fork lift trucks, aerial lifts, mining vehicles, airport ground support vehicles, utility vehicles, sweepers and other battery powered vehicles. Through another subsidiary located in the United Kingdom, the Company manufactures special metalized film capacitors for electronics applications. Approximately 94% of the Company�� revenues, during the fiscal year ended September 30, 2013, were derived from the controls business and 6% from the capacitor business.
The Company competes with Kollmorgen, Sauer Danfoss, Hitachi, the motors division of General Electric, Curtis Instruments Inc., Zapi SpA. and Iskra.
Advisors' Opinion:- [By CRWE]
Sevcon, Inc. (Nasdaq:SEV), a global manufacturer of drivetrain controls for electric and hybrid vehicles, reported its selection by Brammo, Inc., a global leader in the electric motorcycle industry, to supply Gen4 motor controllers for Brammo’s Empulse and Empulse R 100% electric motorcycles, which were launched on May 8, 2012.
Top Industrial Disributor Stocks For 2014: NCI Inc.(NCIT)
NCI, Inc. provides information technology (IT) and professional services and solutions to the United States Federal Government defense, intelligence, and civilian agencies. It offers enterprise systems management services, including infrastructure operations and management; outsourcing and managed; infrastructure consolidation and modernization; public/private cloud computing; planning and disaster recovery; virtual desktop infrastructure; application and network management; network design, implementation, and migration; network monitoring and performance evaluation; multi-site environments; and data center modernization and consolidation. The company also provides network engineering services comprising architecture development and design; protocol and topology optimization; disaster response planning and recovery; installation, test, and evaluation; network configuration and compliance audit; network security evaluation; protocol and topology optimization; reliability an d contingency assessment; requirements analysis; redundant routing/switching solutions; and enterprise vulnerability management. In addition, it offers cybersecurity and information assurance services consisting of intrusion detection/prevention system development; public key infrastructure implementation; certification and accreditation; computer forensics and ediscovery; policy and procedures development; threat assessment and mitigation; products evaluation and integration; security test and evaluation; cybersecurity fusion centers; and risk management and continuous monitoring. Further, the company provides software development and systems engineering services; program management and lifecycle support services; professional engineering, logistics, and support services; health IT and informatics services; and modeling, simulation, and training services. NCI, Inc. is headquartered in Reston, Virginia.
Advisors' Opinion:- [By CRWE]
NCI, Inc. (NASDAQ:NCIT) will issue its third quarter 2012 financial results after the market closes on Wednesday, October 31, 2012. Management will then discuss the results, as well as operating trends and future performance expectations, on a conference call beginning at 4:30 p.m. Eastern Time.
Top Industrial Disributor Stocks For 2014: Pinnacle Entertainment Inc.(PNK)
Pinnacle Entertainment, Inc. owns, develops, and operates casinos, and related hospitality and entertainment facilities in the United States. It operates casinos, such as L'Auberge du Lac in Lake Charles, Louisiana; River City Casino and Lumiere Place in St. Louis, Missouri; Boomtown New Orleans in New Orleans, Louisiana; Belterra Casino Resort in Vevay, Indiana; Boomtown Bossier City in Bossier City, Louisiana; and Boomtown Reno in Reno, Nevada. The company also operates River Downs racetrack in southeast Cincinnati, Ohio. As of May 26, 2011, it operated seven casinos and one racetrack. The company was formerly known as Hollywood Park, Inc. and changed its name to Pinnacle Entertainment, Inc. in February 2000. Pinnacle Entertainment, Inc. was founded in 1935 and is based in Las Vegas, Nevada.
Advisors' Opinion:- [By Dan Radovsky]
Pinnacle Entertainment (NYSE: PNK ) has reached an agreement in principle with the Bureau of Competition of the Federal Trade Commission that would allow the company to complete its proposed acquisition of Ameristar Casinos (NASDAQ: ASCA ) , Pinnacle announced today.
- [By Sean Williams]
Time to make the switch
If I could name a sector that I'd certainly tread lightly around considering that consumers are tightening their wallets, it would be the casino sector. Casino companies rely on loose wallets and vacations to drive profits. This is why I feel it could be the time to say goodbye to casino and race track operator Pinnacle Entertainment (NYSE: PNK ) near its 52-week high. - [By Ben Levisohn]
Pinnacle Entertainment (PNK) has gained 56% this year; Las Vegas Sands (LVS) has climbed 38%. And Deutsche Bank has nice things to say about both today.
BloombergFirst Pinnacle. Deutsche Bank’s Carlo Santarelli ponders the stock’s big move and comes away still seeing value in its shares. He writes:
When we upgraded PNK in April, our thesis centered on the FCF strength of the combined entities [Pinnacle completed its acquisition of Ameristar Casinos on Aug. 14], a handful of favorable catalysts, easing regional gaming comps, & an inexpensive relative valuation. Given the shares’ sizeable move since then, we believe it is worth revisiting the investment case. Post the announcement of several asset sales and the closing of the transaction, we are adjusting our estimates, raising our PT to $30 from $24, and maintaining our bullish view at current levels given what we still believe to be an attractive free cash flow valuation, meaningful potential synergy realization beyond the $40 mm of announced benefits, and a free option on a lagging regional recovery.
Santarelli also revisited Las Vegas Sands and there too, he likes what he sees. He writes:
With…LVS at [a share price level] that have been challenging to break from over the last year plus, we believe this time is different and hence we see continued upward momentum…In the case of LVS, we see; 1) meaningful mass market strength continuing through year end, setting the stage for upward company and market estimate revisions for 2014, 2) continued cash flow appreciation and capital returns serving as downside protection and positive catalysts, and 3) continued shared gains, largely driven by table optimization and mass market strength, driving both estimates and sentiment.
He also likes Wynn Resorts (WYNN), despite its 34% gain.�Santarelli writes:
As for WYNN, we believe near-term estimates continue to take a back seat to capital return
- [By Travis Hoium]
What: Shares of Ameristar Casinos (NASDAQ: ASCA ) and Pinnacle Entertainment (NYSE: PNK ) fell as much as 11% today after the government brought into question the merger of the two companies.
Top Industrial Disributor Stocks For 2014: Rentech Nitrogen Partners LP (RNF)
Rentech Nitrogen Partners, L.P. is a provider of clean energy solutions and nitrogen fertilizer, to own, operate and grow its nitrogen fertilizer business. The Company primarily produces anhydrous ammonia, or ammonia, and urea ammonium nitrate solution (UAN), at the Company�� facility, using natural gas as its primary feedstock. In November 2012, the Company acquired Agrifos LLC.
The Company�� facility is located in the center of the Mid Corn Belt. The Mid Corn Belt includes the States of Illinois, Indiana, Iowa, Missouri, Nebraska and Ohio. The Company considers its market to be consisted of the States of Illinois, Iowa and Wisconsin.
Advisors' Opinion:- [By Tim Gallagher]
Mosaic (MOS), Agrium (AGU), Intrepid Potash (IPI) and CF Industries (CF) have been moving and trading hand-in-hand, with AGU, BHP and Rentech Nitrogen Partners LP (RNF) trading the best, losing the least and rebounding the most since July 30th. IPI has sold off a lot more in the post-news period, as would be expected from a smaller, less established company with mine projects still in development. BHP Billiton Ltd. (BHP) announced plans to proceed with its Jansen Mine Project in Saskatchewan, Canada, potentially tapping the largest and longest-lasting supply in the world known at this time. Scotiabank (BNS) recently commented on Jansen, stating that the added supply "could add the equivalent of 18%-20% of the potash market over recent years." Nearly all of the companies mentioned have had a pretty predictable mix of upgrades and downgrades. That's what makes a market.
- [By Robert Rapier]
2. Rentech Nitrogen Partners
Rentech Nitrogen Partners (NYSE: RNF) is a variable distribution MLP that saw fertilizer margins decline in response to much higher natural gas prices than in 2012. As a result, by the third quarter the distribution was reduced to $0.27/unit, down from $0.50 in Q1 and $0.85 in Q2. The unit price for the year declined by 54 percent in 2013.
3. EV Energy Partners
Top Industrial Disributor Stocks For 2014: China New Borun Corporation (BORN)
China New Borun Corporation, through its subsidiaries, engages in the production and distribution of corn-based edible alcohol in the People�s Republic of China. Its edible alcohol products are primarily sold as ingredients to producers of baijiu, which a grain-based alcoholic beverage to further blend them into finished products that are sold under various brand names in retail stores, bars, banquet halls, restaurants, and other locations. The company also produces distillers dried grains with solubles (DDGS) feed, corn germ, crude corn oil, and liquid carbon dioxide as by-products during the production of edible alcohol. The company was founded in 2000 and is based in Shouguang, the People's Republic of China. China New Borun Corporation is a subsidiary of King River Holding Limited.
Advisors' Opinion:- [By James E. Brumley]
With a market cap of only $60 million and practically no trading volume until last month, odds are good you and most of your trading friends have ever even heard of China New Borun Corp. (NYSE:BORN). That doesn't mean it can't become a good trading opportunity, however. In fact, BORN has become a good trading opportunity, especially this week.
Top Industrial Disributor Stocks For 2014: Route1 Inc (ROI)
Route1 Inc. (Route1) delivers security and identity management solutions to corporations and government agencies that need universal, secure access to all digital resources and sensitive data. These customers depend on The Power of MobiNET Route1�� communications and service delivery platform. MobiNET provides identity assurance and individualized access to networks and data. The Company operates in two revenue segments: devices and appliances and services. On September 30, 2010, the Company completed of the pilot project to deploy the Company�� DEFIMNET platform, TruOFFICE application software, and MobiKEY Fusion devices to the United States Navy Reserve Forces Command (RESFOR). On April 13, 2010, the Company announced the release of TruOFFICE application software version 2.8 with strengthened security and Windows 7 support. Advisors' Opinion:- [By Michael Ugulini]
Sentiment and semantics are for greeting cards; stakeholders want Return on Investment (ROI) and will raise a glass of suds to widespread distribution via powerhouse Anheuser-Busch's network over a "craft" distinction for some brands.
- [By Chuck Carnevale]
Next, I turned to an evaluation of gross profit margin (gpm), net profit margin (npm), return on assets (roa), return on equity (roe) and return on invested capital (roi). The example below only includes gross and net profit margin, however, I review data on all the metrics stated above.
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