Will the price of oil collapse this year? Investors are worried they will and that could push refiners like�Phillips 66 (PSX) and PBF Energy (PBF) higher.
Bloomberg NewsHoward Weil’s Blake Fernandez and Richard Roberts explain:
We are witnessing a rotation from U.S. centric Independent E&P�� toward Independent Refiners in an effort to hedge the risk of collapsing domestic crude prices. From a global perspective, macro [refining & marketing] dynamics are improving into ��4 with significant crude supply growth placing a theoretical ceiling on oil prices / feedstock costs while underlying demand growth remains intact thereby supporting product prices…
That said we are recommending a slight tactical shift toward more defensive posturing with a focus on lower beta names and companies that screen at a discount from a valuation perspective. As a result, we are
downgrading [Delek US Holdings (DK)] and [Tesoro (TSO)] to Sector Perform and upgrading [Phillips 66] and [PBF Energy] to Sector Outperform.
Hot Restaurant Companies To Buy For 2015: Tangoe Inc (TNGO)
Tangoe, Inc. (Tangoe), incorporated on February 9, 2000, is a global provider of communications lifecycle management (CLM), software and services to a range of enterprises, including large and medium-sized businesses and other organizations. CLM encompasses the entire lifecycle of an enterprise's communications assets and services, including planning and sourcing, procurement and provisioning, inventory and usage management, mobile device management (MDM), invoice processing, expense allocation and accounting, and asset decommissioning and disposal. Its on-demand Communications Management Platform is a suite of software designed to manage and optimize the complex processes and expenses associated with this lifecycle for both fixed and mobile communications assets and services. On February 21, 2012, it acquired ttMobiles Limited (ttMobiles), On January 10, 2012, Tangoe acquired Anomalous Networks Inc. On December 19, 2011, it acquired ProfitLine, Inc. (ProfitLine).On March 16, 2011, the Company acquired the telecommunications expense management division of Telwares, Inc. and its subsidiary Vercuity Solutions, Inc. (Telwares). On January 25, 2011, it acquired HCL Expense Management Services Inc. (HCL). On August 8, 2012, the Company acquired the Telecommunications Expense Management Business of Symphony Teleca (TEM Business).
The Company�� solution is implemented worldwide, providing service coverage in over 180 countries and territories in over 125 currencies with support for approximately 1,700 different communications carriers and 1,900 different billing formats. Its user interface is translated into 16 different languages and its solution supports compliance with the requirements of 63 regulatory committees around the world. Its on-demand software organizes disparate billing, ordering, asset and usage data into a format, allowing its customers to access, query and analyze their communications expense and asset profile information. Improved control of the billing process helps enterpri! ses ensure they pay their bills on time, avoiding late payments and associated service interruptions. Its software also provides customers proactive and predictive mobile usage alerts allowing them to avoid mobile bill overages. Its solution allows its customers to manage the financial, legal and reputational risks associated with unauthorized or unintended use of their communications assets and services.
Communications Management Platform
The Company�� customers can engage the Company through its client service group to manage their communications assets and services using a combination of CMP and its client services. The services it offers include help desk, asset procurement and provisioning and carrier dispute resolution. Its Communications Data Management technology processes and normalizes service-provider billing and order-related information for its customers. CMP also integrates with its customers' critical third-party enterprise systems, including enterprise resource planning, accounts payable, general ledger and human resources systems, which enables automated, real-time access to and synchronization with employee, accounting, user access authentication and security policy information.
The Company sells CMP in three standard bundles: Asset Management, Expense Management and Usage Management. The Asset Management bundle of CMP provides asset procurement, provisioning, tracking and disposal capabilities for fixed and mobile communications assets and services. The Asset Management bundle tracks and audits all add, move, change or disconnect service transaction orders and manages all customer assets and services by location, business unit and employee. Its MDM software allows its customers to manage and maintain their mobile inventory with wireless, real-time monitoring and remote update functions. Key capabilities of the Asset Management bundle of CMP include catalog management, procure, provision, track, maintain and dispose.
Catalog Manage! ment incl! ude Customer-configurable catalog of over 51,500 services, devices, features and plans with dynamic access and presentation based on corporate policy and user profile. Procure include capture, validation, approval, submission and tracking of fixed and mobile service and equipment orders. Provision is engaged in establishment of mobile device enterprise connectivity with installation of corporate applications, usage and security policies utilizing wireless provisioning capabilities. Track includes tracking of fixed and mobile assets, including information regarding characteristics, configurations, ownership and operational and connectivity status. Maintain include centralized management of mobile devices enabled through on-device software providing security and usage policy enforcement as well as automated mobile policy and mobile application deployments and updates. Dispose include collection, data cleansing and disposal of mobile devices.
The Expense Management bundle of CMP provides automated processing and services to manage every aspect of the fixed and mobile communications billing function, from receipt to payment. Key capabilities of the Expense Management bundle of CMP include contract management, billing, audit, dispute, allocate, payment and optimize. The Usage Management bundle of CMP provides enterprises with visibility and control over how communications assets and services are being used in fixed and mobile environments through a combination of real-time and historical usage tracking as well as corporate communications and security policy enforcement. The Company�� capabilities of the Usage Management bundle of CMP include secure, policy management, monitor, real-time, compliance, performance and support. The Company offers Real-time Telecommunications Expense Management (rTEM) bundled or as a point solution. Its rTEM solution serves the enterprise, medium and small business and carrier deployment markets.
The Company�� rTEM solution provides businesses and ca! rriers of! all sizes the ability to monitor, report and analyze data, voice, short message service (SMS) and roaming consumption of their mobile devices in real-time. Its rTEM solution utilizes predictive algorithms designed to proactively identify and help prevent costly, unexpected overages from occurring. Its rTEM solution also provides device location monitoring services to help find lost or stolen devices, as well as device geo-fencing features to alert appropriate individuals that an asset is leaving or entering pre-defined geographic tracking areas, providing additional device security tracking. Its rTEM solution supports implementation on smartphones, tablets and machine-to-machine communication devices.
Strategic Consulting and Other Services
The Company offers a set of strategic consulting services that address all areas of CLM for fixed and mobile environments. These services can be contracted separately or in conjunction with CMP. Its strategic consulting services offerings include sourcing, strategic advisory service, bill auditing, inventory optimization, mobile optimization and policy administration. The Company assists its customers with reviewing and negotiating contracts with communications carriers. The Company provides its clients with peer comparison analysis and benchmarking. It works with its customers to identify billing errors and other issues related to usage and contract activity. The Company advises its customers on how to align their current asset and service inventories with their business objectives. The Company aids its customers in aligning their mobile policies, assets, contracts and requirements. It works with its customers to formulate policies concerning the appropriate use of communications assets and services. In addition, the Company helps its customers develop policies regarding risk mitigation, entitlements, cost management, liability models, cost allocation methodologies and positive behavioral management. The Company also offers standard imple! mentation! services, including data conversion, system configuration, process review and corporate system integration, to assist its customers in the setup and deployment of CMP.
The Company competes with Emptoris, Rivermine, MDSL, Symphony SMS, Vodafone, XIGO, AirWatch, BoxTone, Good Technology, MobileIron, Sybase, Zenprise, CSC, Orange, Ariba and PAETEC.
Advisors' Opinion:- [By Lee Jackson]
The Lazard trading desk said that active traders may want to look at software stocks that still had unusually high short interest. Those included Concur Technologies (NASDAQ: CNQR), Tangoe Inc. (NASDAQ: TNGO), Jive Software (NASDAQ: JIVE), Marketo Inc. (NASDAQ: MKTO), VeriSign Inc. (NASDAQ: VRSN) and VMware Inc. (NYSE: VMW). Stocks with high short interest can explode to the upside if the company gets back on track and short sellers are forced to cover.
- [By Dan Caplinger]
Finally, outside the Dow, Tangoe (NASDAQ: TNGO ) jumped 7% after it entered into a software development cooperation agreement with German giant SAP. The deal will greatly enhance Tangoe's exposure and credibility in the telecom expense management solutions space, while helping SAP broaden its overall offerings to help customers develop and manage their mobile ecosystems.
- [By Evan Niu, CFA]
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 ) .
Top Defensive Stocks To Watch Right Now: Research Frontiers Incorporated(REFR)
Research Frontiers Incorporated engages in the development, licensing, and marketing of technology and devices to control the flow of light. The company licenses its suspended particle device (SPD-Smart) light-control technology to companies that manufacture and market the SPD-smart chemical emulsion, light-control film made from chemical emulsion, lamination services, and electronics to power end-products incorporating the film; and end-products, such as windows, skylights, and sunroofs. The SPD-Smart light-control technology is used for various applications, such as windows, skylights, partitions, doors, and sunshades for the architectural, aircraft, marine, automotive, and appliance industries; variable light transmission sunglasses, goggles, visors, and other eyewear; variable light transmission automotive sunroofs, sunvisors, and rear-view mirrors; and flat panel information displays for use in billboards, scoreboards, point-of-purchase advertising displays, traffic s igns, computers, telephones, PDAs, and other electronic instruments. The company was founded in 1965 and is headquartered in Woodbury, New York.
Advisors' Opinion:- [By Garrett Cook]
In trading on Friday, cyclical consumer goods & services shares gained 0.61 percent. Top gainers in the sector included Nike (NYSE: NKE), up 10 percent, and Research Frontiers (NASDAQ: REFR), up 5.6 percent.
Top Defensive Stocks To Watch Right Now: The Providence Service Corporation(PRSC)
The Providence Service Corporation provides and manages government sponsored social services and non-emergency transportation services. It offers home and community based counseling, foster care and therapeutic foster care, and provider management services. The company?s home and community based counseling services include home based and intensive home based counseling, substance abuse treatment, school support services, correctional services, and workforce development. Its not-for-profit managed services comprise administrative support, information technology, and accounting and payroll services; intake, assessment, and referral services; monitoring services; and case management. The company also provides non-emergency transportation management services to state Medicaid programs, local government agencies, hospital systems, and health maintenance organizations, as well as to individuals with limited mobility, people with limited means of transportation, people with disa bilities, and Medicaid members; and school transportation services to special needs students who are physically fragile, or mentally ill children. The Providence Service Corporation offers its services in the United States and the District of Columbia; and British Columbia, Canada. The company was founded in 1996 and is based in Tucson, Arizona.
Advisors' Opinion:- [By Lisa Levin]
Providence Service (NASDAQ: PRSC) shares rose 6.58% to $40.50. The volume of Providence Service shares traded was 1483% higher than normal. On Tuesday, Providence Service agreed to acquire Ingeus for $58 million.
Top Defensive Stocks To Watch Right Now: 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 Defensive Stocks To Watch Right Now: PetroChina Company Limited(PTR)
PetroChina Company Limited produces and distributes oil and gas in the People?s Republic of China. It operates in four segments: Exploration and Production, Refining and Chemicals, Marketing, and Natural Gas and Pipeline. The Exploration and Production segment explores, develops, produces, and markets crude oil and natural gas, oilsands, and coalbed methane. As of December 31, 2010, it had 11,278 million barrels of proved reserves of crude oil; and 65,503 billion cubic feet of proved reserves of natural gas. The Refining and Chemicals segment engages in the refining of crude oil and petroleum products; and production and marketing of petrochemical products, derivative petrochemical products, and other chemical products. This segment?s product line comprises processed crude oil, gasoline, kerosene, diesel, ethylene, synthetic resins, synthetic fiber materials, polymers, synthetic rubber, and urea. The Marketing segment involves in the marketing of refined products and tradi ng businesses. It operated 17,996 service stations. The Natural Gas and Pipeline segment engages in the transmission of natural gas, crude oil, and refined products; and the sale of natural gas. It had a total length of 56,840 kilometers (km) of oil and gas pipelines, including 32,801 km of natural gas pipelines, 14,782 km of crude oil pipelines, and 9,257 km of refined product pipelines. The company was founded in 1988 and is headquartered in Beijing, the People?s Republic of China. PetroChina Company Limited is a subsidiary of China National Petroleum Corporation.
Advisors' Opinion:- [By GuruFocus]
In the past you have made a few investments in China, Petrol China (PTR), BYD, given growing importance, what advice would you give to Chinese leadership?
- [By vaninaegea]
I find the analysis and comparison between companies with base in different geographies an entertaining exercise that offers a singular perspective upon future prospects. In other words, business activities are approached from diverse angles according to social, political, and economical background. Hence, Petroleo Brasileiro (PBR) and PetroChina (PTR) do compete in the same segments, but results are separated by a gamut of particularities.
Top Defensive Stocks To Watch Right Now: Medical Care Technologies Inc (MDCE)
Medical Care Technologies Inc., formerly AM Oil Resources & Technology Inc., incorporated on February 27, 2007, is a development-stage company. The Company is engaged in the development and maintenance of secure medical information systems used by healthcare institutions, life science researchers, clinical laboratories, the pharmaceutical industry and the general public. The Company operates in three business segments: Medical Management Software Systems, Medi-Clinics and Pharmaceutical and Nutraceutical Products.
Medical Management Software Systems
The Company produces a range of medical management software systems, which could be used in a range of healthcare settings to electronically connect the healthcare industry with the consumer. It includes healthcare monitoring devices for glucose monitoring and cardiovascular monitoring and solutions, among others. The primary customers served by the software systems are hospitals and clinics, physicians��office practices, consumers and retail pharmacies, pharmaceutical companies and healthcare providers.
The Company have developed the Med-Suite Professional Practice Management information system. The Med-Suite is geared for usage by healthcare providers, such as physicians and nurses in hospitals, nursing homes and clinics. The e-management solution addresses the needs of healthcare providers to manage and communicate administrative and clinical data.
The second information systems product developed by the Company is the Tele-Health Suite. Tele-Health functions similarly to a hospital or doctor�� chart and is an interactive record to communicate patient data between healthcare providers and, healthcare providers and patients for treatment support, management and monitoring of the patient�� health.
The CareBox concept is a product designed for persons needing Tele-Health but who do not have access to the necessary computer hardware. The CareBox is a personal Internet communication de! vice that functions as the interface to the subscriber based network. The Company�� network would provide users access to telecommunication, tele-medicine applications and product access. The CareBox is engaged in the development of healthcare service delivery to the individual subscriber.
The CareBox system offers remote, real-time, audio-visual communication between patient and healthcare personnel. It offers a complete medical assessment, diagnosis, and treatment from a remote location. The CareBox processes on-site collections of physiological measurements and provides bi-directional audio-video communication.
The CareBox Bluetooth software requirements installed to mobile computing devices. It is compatible with iPhone, BlackBerry and other mobile cellular phone protocols. It enables wireless upload of personal medical information from medical and wellness monitoring devices.
Using the online facility, healthcare providers (doctors, nurses) could admit and assess patients, and subsequently create and revise individual healthcare plans. Attachments could be made to the CareBox, for monitoring blood-oxygen levels, temperature, blood pressure, pulse, as well as blood glucose levels. If readings are outside normal limits, the system would initiate a pre-programmed response and instruction for client intervention would be given. The system provides continuous monitoring at home for the clients, which serves to lengthen the period of time a person could live independently, while reducing the number of re-admissions to care facilities.
Retail Pharmacies and Retail Medical Clinics
The Company focuses to open professional, and convenience retail pharmacies and also retail medical clinics. Within the pharmacies, it focuses to have over the counter (OTC) drugs, nutritional supplements, herbal products, personal care products, family care products, as well as products, including consumable, seasonal and promotional items. The customers woul! d also ha! ve access to the medical software and hardware systems. It plans to open retail medical clinics, with a specific view to treating patients with telemedicine as well as a traditional treatment format.
Pharmaceutical and Nutraceutical Products
The Company plans to develop or source and sell pharmaceutical and nutraceutical products, and a range of other merchandise, including over-the-counter medicines, herbal products, personal care products, family care products in the planned Medi-Clinics, through the Website, retail pharmacies and through established sales and distribution channels in the People�� Republic of China. It would also offer private label products. Med-Suite, in concert with a person�� secure personal health record, would allow the medical professional to communicate pharmaceutical, administrative, clinical data in a cost-effective manner. The Company plans to use Med-Suite to provide marketing tools for pharmaceutical sales automation.
Advisors' Opinion:- [By Peter Graham]
What�� the Catch With Timios National Corp? According to various disclosures, at least one promoter expects to be compensated up to $140k to talk about Timios National Corp. However, Timios National Corp itself has been fairly quiet with news for the past several months except for financial filings. Probably the most recent relevant filing dates from September and is about an Asset Purchase Agreement with Adobe Title, LLC, whereby HOMS acquired all of the assets and properties of, and assumed certain liabilities, from the latter in consideration of $500,000 plus an earn-out equal to 7.25% of the Gross Revenue up to a maximum of $3,500,000 starting approximately six months from the date of the Agreement and ending on the forty-eighth monthly anniversary of such start date. A quick look at Timios National Corp�� financials reveals revenues of $6,810k (most recent reported quarter), $8,519k, $7,355k and $6,866k for the past four reported quarters along with a net loss of $120k (most recent reported quarter), net income of $329k and $66, and a net loss of $2,073k. At the end of September, Timios National Corp had $776k in cash to cover $3,661k in current liabilities and $6,700k in total liabilities. So its hard to explain the sudden share price decline last Friday.
Medical Care Technologies Inc (OTCMKTS: MDCE) Says Its Well Positioned to Profit From Health Care in Hong KongSmall cap Medical Care Technologies Inc, through joint ventures or Chinese subsidiaries, develops a network of family and children's health facilities in the larger urban areas throughout China. Services are geared towards the advancing economic middle-class Chinese families. On Friday, Medical Care Technologies Inc sank 25% to $0.0012 for a market cap of $2,060 plus MDCE is up 1,100% over the past year and up 20% over the past five years according to Google Finance.
Top Defensive Stocks To Watch Right Now: Powershares Dynamic Pharmaceuticals Portfolio (PJP)
PowerShares Dynamic Pharmaceuticals Portfolio seeks investment results that correspond generally to the price and yield, before fees and expenses, of the Dynamic Pharmaceuticals Intellidex Index (the Pharmaceuticals Intellidex). The Fund will normally invest at least 80% of its total assets in common stocks of pharmaceutical companies. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Pharmaceuticals Intellidex. PowerShares Capital Management LLC (the Adviser) is the investment adviser for the Funds.
The Pharmaceuticals Intellidex comprises stocks of 30 United States-based pharmaceutical companies. These are companies that are principally engaged in the research, development, manufacture, sale or distribution of pharmaceuticals and drugs of all types. These companies may include, pharmaceutical companies and other companies involved in the research, development, manufacture, sale or distribution of drugs, including companies that facilitate the testing or regulatory approval of drugs.
Advisors' Opinion:- [By Gary Gordon]
On behalf of most of my clients in 2013, I chose to overweight tech and health care. However, I did so with areas that are traditionally less volatile. I continue to own Powershares Pharmaceuticals (PJP) and/or SPDR Select Healthcare (XLV). I’ve been a proponent of “old tech” with the attractive prices and dividends; First Trust NASDAQ Tech Dividend (TDIV) fits the bill. Additionally, I have remained faithful to iShares Small Cap Value (IJS) for small-cap exposure, rather than hop on the IWO express.
- [By Jim Lowell]
Meanwhile, the PowerShares Dynamic Pharmaceuticals (PJP) has grabbed the top spot among sector ETFs.
The fund seeks investment results that correspond to the price and yield performance of the Dynamic Pharmaceuticals Intellidex Index, which is made up of 30 US companies involved in the research, development, production, sale, or distribution of pharmaceuticals and drugs.
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