I talked about insider trading last week, laying out how I use it to find value stocks. But we can also use the insiders screen to help solve one of the most difficult question facing investors today.
We already know that the stock of companies with recent open-market purchases by the top two executives have a strong tendency to go up substantially over the next year. We can now screen for companies that have shown this type of positive activity from insiders and also provide a high dividend yield.
Hot Casino Companies To Watch In Right Now: Copart Inc. (CPRT)
Copart, Inc. provides online auctions and vehicle remarketing services in the United States, Canada, and the United Kingdom. The company offers a range of services for processing and selling vehicles over the Internet through its Virtual Bidding Second Generation Internet auction-style sales technology, to vehicle sellers, primarily insurance companies, banks and financial institutions, charities, car dealerships, fleet operators, and vehicle rental companies. Its services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, flexible vehicle processing programs, member network, sales process, dealer services, direct services, and u-pull-it services, as well as CoPartfinder, an Internet-based used vehicle parts locator that provides vehicle dismantlers with resale opportunities for their purchases. Th e company sells its products to licensed vehicle dismantlers, rebuilders, repair licensees, used vehicle dealers, and exporters, as well as the general public. Copart, Inc. was founded in 1982 and is headquartered in Fairfield, California.
Advisors' Opinion:- [By Geoff Gannon]
The same rule applies here that I mentioned with Copart (CPRT) in an earlier article. Although Wal-Mart is an inferior business to Copart from a pure ROI standpoint, it�� still earning good returns on its investment.
Best Cheapest Companies For 2014: Halozyme Therapeutics Inc.(HALO)
Halozyme Therapeutics, Inc., a biopharmaceutical company, engages in the research, development, and commercialization of recombinant human enzymes that transiently modify tissue under the skin to facilitate injection of other therapies or correct diseased tissue structures for clinical benefits. The company primarily offers recombinant human hyaluronidase, an enzyme that degrades hyaluronan, which is a matrix component in the skin, and facilitates the dispersion and absorption of drugs and fluids. Its portfolio of products and product candidates are developed based principally on intellectual property covering the family of human enzymes known as hyaluronidases. The company also provides Ultrafast Insulin program, a Phase II clinical trial product for the treatment of diabetes mellitus; and Enhanze technology, a proprietary drug delivery platform for subcutaneous delivery of injectable biologics, such as monoclonal antibodies and other therapeutic molecules, as well as sma ll molecules and fluids. It offers PEGPH20, a new molecular entity that is in Phase I trial for the systemic treatment of tumors; and HTI-501, a recombinant human proteinase, which is in Phase 1/2 clinical trial used for the treatment of edematous fibrosclerotic panniculopathy (cellulite). The company has collaborative partnerships with F. Hoffmann-La Roche, Ltd and Hoffmann-La Roche, Inc.; ViroPharma Incorporated; and Intrexon Corporation to apply Enhanze technology to the partners? biological therapeutic compounds. Halozyme Therapeutics, Inc. was founded in 1998 and is based in San Diego, California.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of Halozyme Therapeutics (NASDAQ: HALO) were down 25.40 percent to $8.65 after the company announced the temporary halt of Phase 2 trial enrollment.
Best Cheapest Companies For 2014: Canadian Pacific Railway Limited(CP)
Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Eric Lam]
BCE Inc. (BCE) dropped 1.3 percent to a February low, after Macquarie Group Ltd. said that phone shares are vulnerable amid increased regulation. Canadian Pacific Railway Ltd. (CP) lost 4.4 percent to extend losses to a fourth day after its largest shareholder said it will sell part of its stake. WestJet Airlines Ltd. slid 2.3 percent after a measure of customers on its flights declined. A gauge of real estate investment trust fell for a seventh day, the longest streak in three years.
- [By Matt DiLallo]
The biggest concern here is that 2013 has been a terrible year for oil-by-rail; the recent disaster in Canada isn't the only derailment. Canadian Pacific (NYSE: CP ) had three derailments involving oil tank cars in the first four months of this year. One of the accidents, in Minnesota, resulted in 30,000 gallons of oil being spilled. It remains to be seen if these spills will be the tipping point for the approval of additional pipeline projects.
- [By Caroline Chen]
CEOs were replaced at Canadian Pacific Railway Ltd. (CP) and Procter & Gamble Co. (PG) after activist investor Bill Ackman pushed for shakeups. Greg Taxin�� Clinton Group Inc. prompted management changes at Nutrisystem Inc. (NTRI) and Wet Seal Inc. (WTSL) in the past year.
- [By Holly LaFon]
Another area that is intriguing to us is the North American energy sector which looks to have a number of interesting catalysts currently. While the energy sector is at present only a modest overweight in the portfolios, we have been encouraged by several trends taking place for a number of years. These positive developments are also having an impact that goes far beyond the energy sector itself. Many believe that the U.S. will become energy independent and possibly a net exporter of natural gas and oil (currently restricted by law) in the next decade. This opinion is based primarily on the development of new drilling techniques (i.e. horizontal drilling, and high pressure fracking) that have enabled companies to access oil and natural gas reserves in shale formations that were previously not economically viable. The ability to tap into this acreage is a game-changer in our view and is already having a tremendous impact on the economy. Employment rates in these mostly rural areas surrounding the shale basins are very high and companies thus find hiring extremely competitive. Strong labor markets tend to create strong local economies. Oil States International (OIS) has been able to capitalize on this trend by providing housing and other services to oil service workers that are in demand in the area. CST Brands (CST) operates gas stations in Texas, but it is increasingly looking to broaden its product offering beyond fuel. Rail companies like Union Pacific (UNP), Canadian Pacific (CP), Kansas City Southern (KSU) and Genesee and Wyoming (GWR) have also benefited substantially. Given that shale areas are rural and often lacking infrastructure, substantial investment must be made to support drilling and production activities. Without pipelines in place, railroads have been the primary takeaway mechanism for moving production to the various clusters of refining capacity around the United States. In order to serve this demand, massive investment in railcars has been nee
Best Cheapest Companies For 2014: Packaging Corporation of America(PKG)
Packaging Corporation of America produces and sells containerboard and corrugated products in the United States. Its corrugated packaging products, include conventional shipping containers used to protect and transport manufactured goods; and multi-color boxes and displays with strong that help to merchandise the packaged product in retail locations. The company also offers meat boxes and wax-coated boxes for the agricultural industry. Packaging Corporation sells its products through direct sales and marketing organization. The company was founded in 1867 and is headquartered in Lake Forest, Illinois.
Advisors' Opinion:- [By Asit Sharma]
Packaging Corporation of America (NYSE: PKG )
Packaging Corporation of America is a manufacturer of containerboard, the paperboard used to make corrugated boxes. The company also produces corrugated and heavy-duty packaging, retail packaging and displays, and office storage boxes. PCA has exposure to increased shipping and packaging due to an active U.S. economy, and it has executed well over the last year: It grew revenue 12.5% over the prior year as of its most recently reported quarter, and it posts a very decent quarterly profit margin of more than 8%. At $2.9 billion in sales, PCA is relatively small, but it sports a healthy balance sheet and pays a dividend that currently yields 3.2%.�Combine each of these characteristics with potential for continued growth, and you can see why the company's stock is up more than 80% in the last year on a total-return basis. - [By Ray Merola]
International Paper Co Share Price versus Competitors RockTenn (RKT), MeadWestvaco Corp (MWV), Packaging Corporation of America (PKG), and S&P 500 (March 2009-to-date)
- [By Ben Levisohn]
Packaging Corp. of America�(PKG) has jumped 6.3% to $57.99 after it said it would buy Boise (BZ) for $1.28 billion. Boise has gained 26% to $12.55.
- [By Monica Gerson]
Packaging Corporation of America (NYSE: PKG) is projected to post its Q3 earnings at $0.89 per share on revenue of $831.79 million.
China Finance Online Co (NASDAQ: JRJC) is expected to post its Q4 earnings.
Best Cheapest Companies For 2014: Summit Midstream Partners LP (SMLP)
Summit Midstream Partners, LP is engaged in owning and operating midstream energy infrastructure that is located in North America. The Company provides natural gas gathering and compression services in two resource basins: the Piceance Basin, which includes the Mesaverde, Mancos and Niobrara Shale formations in western Colorado, and the Fort Worth Basin, which includes the Barnett Shale formation in north-central Texas. As of June 30, 2012, the Company�� gathering systems had approximately 385 miles of pipeline and 147,600 horsepower of compression. As of September 20, 2012, its systems gathered an average of approximately 909 million cubic feet per day of natural gas, of which approximately 64% consisted of natural gas liquids (NGLs), that were extracted by a third party processor. Summit Midstream GP, LLC is the Company�� general partner. On October 27, 2011, the Company acquired certain natural gas gathering pipeline, dehydration and compression assets in the Piceance Basin of western Colorado, which it refer to as the Grand River system. The Company�� customers include the natural gas producers in North America, such as Encana Corporation, Chesapeake Energy Corporation, TOTAL, S.A., Carrizo Oil & Gas, Inc., WPX Energy, Inc., Bill Barrett Corporation, Exxon Mobil Corporation and EOG Resources, Inc. In October 2012, the Company acquired ETC Canyon Pipeline, LLC from La Grange Acquisition, L.P., a wholly owned subsidiary of Energy Transfer Partners, L.P. On February 15, 2013, it closed the acquisition of to Meadowlark Midstream Company, LLC, formerly Bear Tracker Energy, LLC. In June 2013, Summit Midstream Partners LP acquires assets in Bakken, Marcellus. In June 2013, Summit Midstream Partners LP acquired Bison Midstream LLC. In June 2013, Summit Midstream Partners LP closed the previously announced acquisition of certain natural gas gathering pipelines and compression assets located in the liquids-rich window of the Marcellus Shale Play.
The Grand River system consists of approxi! mately 276 miles of pipeline and 97,500 horsepower of compression and is located in Garfield County, Colorado. The Grand River system primarily gathers natural gas produced by the Company�� customers from the liquids-rich Mesaverde formation within the Piceance Basin. The Grand River system also gathers natural gas produced from its customers' wells targeting the deeper Mancos and Niobrara Shale formations. As of September 20, 2012, the DFW Midstream system had five primary interconnections with third-party, intrastate pipelines that enables the Company to connect its customers, directly or indirectly, with the natural gas market hubs of Waha, Carthage, and Katy in Texas, and Perryville and Henry Hub in Louisiana. As of September 20, 2012, the DFW Midstream system gathered an average of approximately 325 million cubic feet per day from seven producers.
The Company competes with Access Midstream Partners, L.P., Crestwood Midstream Partners LP, Energy Transfer Partners, L.P., Williams Partners L.P., Energy Transfer Partners, L.P. and Enterprise Products Partners L.P.
Advisors' Opinion:- [By Matt DiLallo]
Midstream operator,�Summit Midstream Partners (NYSE: SMLP ) is expanding its reach after it announced two separate natural gas gathering acquisitions last week. The company is spending $460 million to acquire assets in the Bakken and Marcellus in unrelated deals. Let's take a closer look and the deals and what both mean for investors.
Best Cheapest Companies For 2014: IPC The Hospitalist Company Inc.(IPCM)
IPC The Hospitalist Company, Inc., through its subsidiaries, provides hospitalist services in the United States. It engages in providing, managing, and coordinating the care of hospitalized patients and serves as the inpatient partner of primary care physicians and specialists. As of December 31, 2011, the company with its 1,201 affiliated hospitalists, including physicians, nurse practitioners, and physician assistants that are organized into medical group practices, provided hospitalist solutions at approximately 365 hospitals, and 550 other inpatient and post-acute care facilities primarily in 25 states. It also offers administrative and professional services, including information management system, transition management, regional management, recruiting, training, financial reporting, billing and collection, risk management, and compliance services to affiliated hospitalists. The company serves patients, primary care physicians, specialists, acute care hospitals, alter native sites of inpatient care, and health plans. IPC The Hospitalist Company, Inc., formerly known as InPatient Consultants Management, Inc., was founded in 1995 and is headquartered in North Hollywood, California.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of IPC The Hospitalist Company (NASDAQ: IPCM) were down 2.60 percent to $56.98 after Credit Suisse downgraded the stock from Outperform to Neutral.
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