mckeough
Pat McKeough responds to many requests from members of his Inner Circle for specific stock tips as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. While we reserve our buy-hold-sell advice for Inner Circle members, these excerpts provide a great deal of information and analysis on stocks we’ve covered for members of Pat’s Inner Circle.
This week we had a question from an Inner Circle Member about Golar LNG, which ships liquefied natural gas (LNG). The company operates LNG tankers and oversees projects converting gas into liquid. Pat takes a closer look at Golar’s business and the current state of the LNG trade as it flows from the Middle East to the Pacific. He assesses Golar’s prospects of capturing a greater share of the growing export trade to Asia at a time when shipping rates have fallen due to the global expansion of LNG carrier fleets.
Q: Hello: would you be able to give me your opinion on Golar LNG, in which I have a position.
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This week we had a question from an Inner Circle Member about Golar LNG, which ships liquefied natural gas (LNG). The company operates LNG tankers and oversees projects converting gas into liquid. Pat takes a closer look at Golar’s business and the current state of the LNG trade as it flows from the Middle East to the Pacific. He assesses Golar’s prospects of capturing a greater share of the growing export trade to Asia at a time when shipping rates have fallen due to the global expansion of LNG carrier fleets.
Q: Hello: would you be able to give me your opinion on Golar LNG, in which I have a position.
...
Every Thursday we bring you one of our best U.S. stock picks. You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, most often from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster. This week’s U.S. pick comes from our advisory for more aggressive investors, Stock Pickers Digest.
BROADRIDGE FINANCIAL SOLUTIONS (New York symbol BR; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing. The company processes 90% of all proxy votes in the U.S. and Canada.
Broadridge began trading on April 2, 2007, after former parent Automatic Data Processing handed out Broadridge stock to its own investors as a special dividend.
Without one-time items, Broadridge earned $37.0 million, or $0.30 a share, in its fiscal 2015 first quarter, which ended September 30, 2014. That’s down 22.9% from $48.0 million, or $0.39 a share, a year earlier.
The company paid employees higher commissions on new sales and performance bonuses. It also expanded its sales and marketing capabilities.
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BROADRIDGE FINANCIAL SOLUTIONS (New York symbol BR; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing. The company processes 90% of all proxy votes in the U.S. and Canada.
Broadridge began trading on April 2, 2007, after former parent Automatic Data Processing handed out Broadridge stock to its own investors as a special dividend.
Without one-time items, Broadridge earned $37.0 million, or $0.30 a share, in its fiscal 2015 first quarter, which ended September 30, 2014. That’s down 22.9% from $48.0 million, or $0.39 a share, a year earlier.
The company paid employees higher commissions on new sales and performance bonuses. It also expanded its sales and marketing capabilities.
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Every Tuesday we bring you “Best Canadian Stocks.” You get our specific recommendations on the stocks we profile, with a full explanation of how we arrived at our opinion. You’ll read about stocks making moves you should know about, from coverage in one of our three newsletters featuring Canadian stocks—The Successful Investor, Stock Pickers Digest and Canadian Wealth Advisor.
WESTJET AIRLINES (Toronto symbol WJA; www.westjet.com) serves 91 destinations in North America, Central America, the Caribbean and Europe. Its fleet of 109 modern Boeing 737s are 30% more fuel efficient than older jets.
In June 2013, the company launched WestJet Encore, its Canadian regional airline. This business now operates 14 Bombardier Q400 NextGen turboprop planes, which seat 78 passengers.
In the three months ended September 30, 2014, WestJet’s earnings, excluding one-time items, jumped 30.9%, to a third-quarter record of $85.4 million from $65.1 million a year earlier. Earnings per share gained 32.0%, to $0.66 from $0.50, on fewer shares outstanding. This was WestJet’s 38th consecutive quarter of profitability. Revenue rose 9.2%, to $1.0 billion from $924.8 million.
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WESTJET AIRLINES (Toronto symbol WJA; www.westjet.com) serves 91 destinations in North America, Central America, the Caribbean and Europe. Its fleet of 109 modern Boeing 737s are 30% more fuel efficient than older jets.
In June 2013, the company launched WestJet Encore, its Canadian regional airline. This business now operates 14 Bombardier Q400 NextGen turboprop planes, which seat 78 passengers.
In the three months ended September 30, 2014, WestJet’s earnings, excluding one-time items, jumped 30.9%, to a third-quarter record of $85.4 million from $65.1 million a year earlier. Earnings per share gained 32.0%, to $0.66 from $0.50, on fewer shares outstanding. This was WestJet’s 38th consecutive quarter of profitability. Revenue rose 9.2%, to $1.0 billion from $924.8 million.
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Every Monday we feature “A Stock to Sell” as our daily post. With every stock or investment we recommend as a sell, we give you a full explanation of why we advise against investing in it at this time.
Westport Innovations (symbol WPT on Toronto; www.westport.com) develops technology that lets engines operate on gaseous fuels, such as natural gas or hydrogen.
The company also has a 50/50 joint venture with Cummins Inc. (symbol CMI on New York) called Cummins Westport Inc. The partnership sells a range of low-emission alternative-fuel engines for medium-duty trucks.
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Westport Innovations (symbol WPT on Toronto; www.westport.com) develops technology that lets engines operate on gaseous fuels, such as natural gas or hydrogen.
The company also has a 50/50 joint venture with Cummins Inc. (symbol CMI on New York) called Cummins Westport Inc. The partnership sells a range of low-emission alternative-fuel engines for medium-duty trucks.
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Pat McKeough responds to many requests from members of his Inner Circle for specific stock advice as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. While we reserve our buy-hold-sell advice for Inner Circle members, these excerpts provide a great deal of information and analysis on stocks we’ve covered for members of Pat’s Inner Circle.
Recently an Inner Circle member asked us about a uranium mining and exploration stock. Uranium Energy Corp. has one producing mine and several development-stage projects in Texas as well as exploration projects elsewhere. Pat examines the prospects for this junior in light of the growing demand from nations that still have millions living without electricity. He balances that against the competitive and regulatory issues that nuclear power faces in the U.S. and Canada as it competes with liquefied natural gas (LNG) as a fuel source.
Q: Hi, Pat: I would like your opinion on Uranium Energy Corp. Thank you.
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Recently an Inner Circle member asked us about a uranium mining and exploration stock. Uranium Energy Corp. has one producing mine and several development-stage projects in Texas as well as exploration projects elsewhere. Pat examines the prospects for this junior in light of the growing demand from nations that still have millions living without electricity. He balances that against the competitive and regulatory issues that nuclear power faces in the U.S. and Canada as it competes with liquefied natural gas (LNG) as a fuel source.
Q: Hi, Pat: I would like your opinion on Uranium Energy Corp. Thank you.
...
Every Thursday we bring you one of our best U.S. stock picks. You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, most often from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster.
In August 2014, Gannett announced it would split into two companies. One will focus on newspapers and their associated websites, and the other will hold its TV stations and stand-alone websites.
The stock is down 11% since the spinoff announcement, mainly because investors are worried about falling advertising revenue.
Still, studies have shown that after the first few months, spinoffs tend to outperform groups of comparable stocks for several years. That’s mainly because companies will only take on the costs of a spinoff when they have reason to believe it will boost the value of both the new and remaining businesses.
GANNETT CO., INC. (New York symbol GCI; www.gannett.com) is the largest newspaper publisher in the U.S., with 82 dailies, including USAToday, its flagship paper.
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In August 2014, Gannett announced it would split into two companies. One will focus on newspapers and their associated websites, and the other will hold its TV stations and stand-alone websites.
The stock is down 11% since the spinoff announcement, mainly because investors are worried about falling advertising revenue.
Still, studies have shown that after the first few months, spinoffs tend to outperform groups of comparable stocks for several years. That’s mainly because companies will only take on the costs of a spinoff when they have reason to believe it will boost the value of both the new and remaining businesses.
GANNETT CO., INC. (New York symbol GCI; www.gannett.com) is the largest newspaper publisher in the U.S., with 82 dailies, including USAToday, its flagship paper.
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Every Tuesday we bring you “Best Canadian Stocks.” You get our specific recommendations on the stocks we profile, with a full explanation of how we arrived at our opinion. You’ll read about stocks making moves you should know about, from coverage in one of our three newsletters featuring Canadian stocks—The Successful Investor, Stock Pickers Digest and Canadian Wealth Advisor.
Loblaw is doing a good job of competing with U.S. retail giants like Wal-Mart, which are aggressively expanding in the grocery market. In addition to improving its efficiency and profiting from its Joe Fresh clothing line, it has bought Shoppers DrugMart, which nicely complements its main business. And now it has seen its competition diminish with Target’s decision to close its Canadian stores.
LOBLAW COMPANIES LTD. (Toronto symbol L; www.loblaw.ca) is Canada’s largest food retailer, with about 1,050 stores.
The company is benefiting from sales of other products beyond food. For example, in 2006 it launched its popular Joe Fresh line of clothing, shoes and accessories.
Loblaw sells these goods in over 330 of its supermarkets and through 17 stand-alone stores in the U.S. and Canada. It plans to open 140 more Joe Fresh stores outside of North America in the next four years.
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Loblaw is doing a good job of competing with U.S. retail giants like Wal-Mart, which are aggressively expanding in the grocery market. In addition to improving its efficiency and profiting from its Joe Fresh clothing line, it has bought Shoppers DrugMart, which nicely complements its main business. And now it has seen its competition diminish with Target’s decision to close its Canadian stores.
LOBLAW COMPANIES LTD. (Toronto symbol L; www.loblaw.ca) is Canada’s largest food retailer, with about 1,050 stores.
The company is benefiting from sales of other products beyond food. For example, in 2006 it launched its popular Joe Fresh line of clothing, shoes and accessories.
Loblaw sells these goods in over 330 of its supermarkets and through 17 stand-alone stores in the U.S. and Canada. It plans to open 140 more Joe Fresh stores outside of North America in the next four years.
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Every Monday we feature “A Stock to Sell” as our daily post. With every stock or investment we recommend as a sell, we give you a full explanation of why we advise against investing in it at this time.
A recent question on “robotics stocks for aggressive investing” from a member of our Inner Circle led to this examination of three different companies involved in this growing field. One is a sell, one is a hold and one is a buy.
ReWalk Robotics (symbol RWLK on Nasdaq; www.rewalk.com) is an Israeli company that makes robotic exoskeletons for helping people with spinal cord injuries walk again. The FDA cleared this technology for use in the U.S. in June 2014. It has been marketed in Europe since 2012.
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A recent question on “robotics stocks for aggressive investing” from a member of our Inner Circle led to this examination of three different companies involved in this growing field. One is a sell, one is a hold and one is a buy.
ReWalk Robotics (symbol RWLK on Nasdaq; www.rewalk.com) is an Israeli company that makes robotic exoskeletons for helping people with spinal cord injuries walk again. The FDA cleared this technology for use in the U.S. in June 2014. It has been marketed in Europe since 2012.
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Pat McKeough responds to many requests from members of his Inner Circle for specific advice on stock picks as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. While we reserve our buy-hold-sell advice for Inner Circle members, these excerpts provide a great deal of information and analysis on stocks we’ve covered for members of Pat’s Inner Circle.
This week an Inner Circle member asked us about FLYHT Aerospace Solutions. This Canadian company supplies a number of products and services. But the two that have attracted the most attention in the past year are devices that collect and stream flight data. The mysterious disappearance of Malaysia Airlines Flight MH370 in March 2014—and the recent crash of AirAsia flight QZ850—underlined the potential value of those devices. Pat looks into the company’s business and assesses its prospects for growth in a highly competitive market.
Q: Pat: I would appreciate having your thoughts on the following company: FLYHT Aerospace Solutions. Thank you.
A: FLYHT Aerospace Solutions (symbol FLY on Toronto; www.flyht.com) supplies a number of products and services to the aviation industry. The company changed its name from AeroMechanical Services in 2012.
The company’s products include the AFIRS UpTime data-collection device, which records flight information as it happens and relays it to the aircraft operator’s facilities by satellite. FLYHT also sells an emergency device called FLYHTStream that sends real-time data to the ground for immediate analysis. As well, it recently introduced the Dragon, a lightweight, portable satellite communication device that lets users access FLYHT’s technology with an iPad.
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This week an Inner Circle member asked us about FLYHT Aerospace Solutions. This Canadian company supplies a number of products and services. But the two that have attracted the most attention in the past year are devices that collect and stream flight data. The mysterious disappearance of Malaysia Airlines Flight MH370 in March 2014—and the recent crash of AirAsia flight QZ850—underlined the potential value of those devices. Pat looks into the company’s business and assesses its prospects for growth in a highly competitive market.
Q: Pat: I would appreciate having your thoughts on the following company: FLYHT Aerospace Solutions. Thank you.
A: FLYHT Aerospace Solutions (symbol FLY on Toronto; www.flyht.com) supplies a number of products and services to the aviation industry. The company changed its name from AeroMechanical Services in 2012.
The company’s products include the AFIRS UpTime data-collection device, which records flight information as it happens and relays it to the aircraft operator’s facilities by satellite. FLYHT also sells an emergency device called FLYHTStream that sends real-time data to the ground for immediate analysis. As well, it recently introduced the Dragon, a lightweight, portable satellite communication device that lets users access FLYHT’s technology with an iPad.
...
Every Thursday we bring you one of our best U.S. stock picks. You get our specific recommendation on the stocks we profile, with a full explanation of how we arrived at our opinion. You will read about stocks making moves you should know about, most often from coverage in our newsletter on U.S. investing, Wall Street Stock Forecaster.
Newell uses oil to make its products, so it stands to gain from the almost 60% drop in crude prices since June 2014. And even when oil rebounds, it will continue to benefit from recent acquisitions and its high market share.
NEWELL RUBBERMAID INC. (New York symbol NWL; www.newellrubbermaid.com) makes plastic storage bins, tools, window blinds, pens and many other household goods.
The company makes most of its products from oil-based resins, so it stands to gain from the recent drop in oil prices.
Newell continues to streamline its manufacturing and distribution operations, which should cut $270 million from its annual costs by mid-2015. The company now feels it can save an additional $200 million a year by the end of 2017.
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Newell uses oil to make its products, so it stands to gain from the almost 60% drop in crude prices since June 2014. And even when oil rebounds, it will continue to benefit from recent acquisitions and its high market share.
NEWELL RUBBERMAID INC. (New York symbol NWL; www.newellrubbermaid.com) makes plastic storage bins, tools, window blinds, pens and many other household goods.
The company makes most of its products from oil-based resins, so it stands to gain from the recent drop in oil prices.
Newell continues to streamline its manufacturing and distribution operations, which should cut $270 million from its annual costs by mid-2015. The company now feels it can save an additional $200 million a year by the end of 2017.
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