NEW YORK (TheStreet) -- TheStreet's Jim Cramer tells "Mad Money" research director Nicole Urken that Under Armour (UA) is one of his favorite technology stocks.
Cramer says Under Armour is a technical apparel company and a "stealth" play on technology.
The company continues to innovate and consumers love the brand. That allows it to continue to command premium pricing, according to Cramer.
Under Armour has a market cap of just $8.5 billion, much smaller than Nike's (NKE) $60 billion, so Under Armour has a lot of potential to go higher, despite being up 66% in 2013, according to Cramer. With just a small share in the international market, Cramer said the company has a ton of opportunity abroad and that CEO Ken Plank is a very competitive leader. He concluded that the stock has plenty of upside remaining and those who have betted against the company based on valuation have been wrong so far. At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in stocks mentioned. -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell
Best Information Technology Companies For 2015: Ur Energy Inc(URG)
Ur-Energy Inc., an exploration stage junior mining company, engages in the identification, acquisition, evaluation, exploration, and development of uranium mineral properties. The company has 13 projects located in Wyoming and Nebraska, the United States; and 3 exploration projects located in the Northwest Territories and Nunavut, Canada. Its landholdings cover approximately 90,000 acres in the United States and approximately 140,000 acres in Canada. The company was founded in 2004 and is headquartered in Littleton, Colorado.
Advisors' Opinion:- [By The Energy Report]
DS: Two of our top picks are Cameco Corp. (CCJ) and Ur-Energy Inc. (URG). For Cameco, we've got a $25/share target and an outperform rating. This company is the industry's go-to, the blue chip uranium company. It's organically growing very low-cost operations, which are for the most part in very safe jurisdictions. It has a lower-risk approach to contracts, with a targeted pricing mix of about 40% fixed-pricing and 60% market-related pricing in the contract book. The company's got a solid balance sheet. We think it's going to end Q3/13 with about $800M in working capital and another $2 billion [$2B] in undrawn lines of credit. It's also diversified across the nuclear fuel chain, with exposure not only to its core uranium mining business but also with nuclear fuel services, like conversion and fuel fabrication. It's got a stake in the Bruce nuclear power plant as well as a newly bolted-on uranium trading business, so it's quite diversified. On top of that, Cameco pays a 2% dividend. We think it offers a very attractive risk/reward proposition at these levels.
- [By The Energy Report]
JH: There are several companies that are in production that we follow in the U.S., such as Cameco Corp. (CCJ). Cameco produces at the Smith Ranch-Highland in the Powder River Basin. There's Uranium One, also in the Powder River Basin. There's Uranium Energy Corp. (UEC). A few near-term producers are rapidly coming online. Ur-Energy Inc. (URG) is one company we like in Wyoming.
Hot Forestry Companies To Invest In 2014: Rent-A-Center Inc.(RCII)
Rent-A-Center, Inc., together with its subsidiaries, primarily engages in leasing household durable goods to customers on a rent-to-own basis. The company?s stores offer durable products, such as consumer electronics, appliances, computers, and furniture and accessories under flexible rental purchase agreements that allow the customer to obtain ownership of the merchandise at the conclusion of an agreed upon rental period. It also provides merchandise on an installment sales basis in its stores. As of December 31, 2010, the company operated 3,008 company-owned stores in the United States, and in Canada, Puerto Rico, and Mexico, including 42 retail installment sales stores under the names ?Get It Now? and ?Home Choice?; and 18 rent-to-own stores located in Canada under the ?Rent-A-Centre? name. It also operates 209 franchised rent-to-own stores in 32 states under the ColorTyme trade name; and 384 kiosk locations under the ?RAC Acceptance? model. In addition, the company, th rough its ColorTyme?s franchised stores, offers custom rims and tires for sale or rental under the trade names ?RimTyme? or ?ColorTyme Custom Wheels?. Rent-A-Center, Inc. was founded in 1986 and is headquartered in Plano, Texas.
Advisors' Opinion:- [By Wallace Witkowski]
Rent-A-Center Inc. (RCII) �shares dropped 9.3% to $26.35 on moderate volume after the company forecast second-quarter results below the Wall Street estimates, noting that ��m]acro-economic pressures continue to burden our financially constrained customers.��
- [By Garrett Cook]
Rent-A-Center (NASDAQ: RCII) shares tumbled 11.22 percent to $25.80 after the company issued a downbeat guidance for the second quarter. The company expected adjusted earnings of $0.36 to $0.38 per share on revenue of around $773 million.
Hot Forestry Companies To Invest In 2014: RSC Holdings Inc.(RRR)
RSC Holdings Inc., together with its subsidiaries, engages in the rental of construction and industrial equipment primarily in the United States and Canada. It offers approximately 900 categories of equipment, including backhoes, forklifts, air compressors, scissor lifts, aerial work platform booms, and skid-steer loaders; and smaller items, such as pumps, generators, welders, and electric hand tools. The company also provides safety equipment, which comprise hard hats and goggles; consumables that include blades and gloves; tools comprising ladders and shovels; and other ancillary products. In addition, it sells new equipment; and used rental equipment, merchandise, and other related items. The company sells its products to industrial or non-construction related companies, and construction companies. As of December 31, 2011, it operated through a network of 440 rental locations in 43 states in the United States; and 3 Canadian provinces. The company is headquartered in Sc ottsdale, Arizona.
Advisors' Opinion:- [By Holly LaFon] s a machinery rental service for construction, industrial, petrochemical, governmental and manufacturing businesses in the U.S. and Canada. RSC tends to benefit in economic downturns, as more businesses turn to renting rather than buying equipment to cut costs. Rented equipment rose 20.7% percent (the sixth consecutive quarter of double-digit growth) and rental revenue increased 27% in the fourth quarter of 2011, compared to last year.
United Rentals (URI), one of RSC�� largest competitors, had a rental revenue increase of 18.5% in the fourth quarter compared to last year, which included a 6.7% increase in rental rates.
The company�� fleet utilization also increased to 69% for 2010, up 510 bps from 2010, and it spent $616 million in gross rental capital expenditures to keep up with demand.
Part of the growth is a result of management�� decision in 2006 to expand beyond the cyclical construction market to the largely untapped non-construction and industrial markets that need machinery for mining and oil and gas drilling.
RSC Holdings has a market cap of $2.26 billion; its shares were traded at around $22.15 with a P/E ratio of 197.91 and P/S ratio of 1.49.
Magma Design Automation Inc. (LAVA)
Magma Design Automation is a Silicon-Valley company that develops electronic design automation software products and solutions, from concept to completion. It has had relatively flat free cash flow growth for the last ten years and an average annual earnings growth of 1.8%.
On November 30, it announced it was going to be acquired by Synopsys Inc., for $7.35 per share, or $507 million net of cash and debt. Shareholders sued the company on December 1 saying that the sell price was too low, as it closed as high as $8.50 per share in July 2011 and analysts had set price targets at up to $11.00 per share.
Grantham bought 1,663,500 shares of the company at an average price of $5.70 in the fourth quarter.
Gold Fields Ltd.
Hot Forestry Companies To Invest In 2014: Kronos Worldwide Inc (KRO)
Kronos Worldwide, Inc. engages in the production and marketing of titanium dioxide pigments (TiO2) primarily in Europe and North America. It produces TiO2 in two crystalline forms, rutile and anatase to impart whiteness, brightness, opacity, and durability for products, such as coatings, paints, plastics, papers fibers, and ceramics, as well as for various specialty products, including inks, food, and cosmetics. The company also offers ilmenite, a raw material used directly as a feedstock by sulfate-process TiO2 plants; iron-based chemicals, which are co-products and processed co-products of the TiO2 production process and used as treatment and conditioning agents for industrial effluents and municipal wastewater, as well as in the manufacture of iron pigments, cement, and agricultural products; and titanium oxychloride and titanyl sulfate that are side-stream products from the production of TiO2. Its titanium oxychloride is used in the formulation of pearlescent pigments, production of electroceramic capacitors for cell phones, and other electronic devices; and titanyl sulfate is used in pearlescent pigments, natural gas pipe, and other specialty applications. In addition, the company provides technical services. Kronos Worldwide, Inc. sells its products through distributors and agents to paint, plastics, decorative laminate, and paper manufacturers under the Kronos brand name. The company was founded in 1989 and is headquartered in Dallas, Texas. Kronos Worldwide, Inc. is a subsidiary of Valhi, Inc.
Advisors' Opinion:- [By GuruFocus]
Kronos Worldwide Inc. (KRO): Vice Chairman of the Board and CEO Steven L. Watson Bought 14,250 Shares
Vice Chairman of the Board and CEO of Kronos Worldwide Inc. (KRO) Steven L. Watson bought 14,250 shares during the past week at an average price of $14.81. Kronos Worldwide Inc. is a Delaware Corporation. The company is a global producer and marketer of value-added titanium dioxide pigments (TiO2). Kronos Worldwide Inc. has a market cap of $1.72 billion; its shares were traded at around $14.81 with a P/E ratio of 42.60 and P/S ratio of 0.95. The dividend yield of Kronos Worldwide Inc. stocks is 4.05%. Kronos WorldwideInc. had an annual average earnings growth of 5.4% over the past 10 years.
- [By Laura Brodbeck]
Notable earnings releases expected on Thursday include:
Dollar General Corporation (NYSE: DG) is expected to report fourth quarter EPS of $1.02 on revenue of $4.63 billion, compared to last year�� EPS of $0.97 on revenue of $4.21 billion. Kronos Worldwide Inc (NYSE: KRO) is expected to report fourth quarter EPS of $0.01 on revenue of $371.45 million, compared to last year�� loss of $0.12 per share on revenue of $396.80 million. Christopher & Banks Corporation�(NYSE: CBK) is expected to report a fourth quarter loss of $0.03 on revenue of $106.64 million, compared to last year�� loss of $0.11 on revenue of $115.98 million.Economics
- [By John Udovich]
Dallas billionaire Harold Simmons died over the weekend with investors sending shares of some of his publically traded companies like Valhi, Inc (NYSE: VHI), Kronos Worldwide, Inc (NYSE: KRO), NL Industries, Inc (NYSE: NL) and�CompX International Inc (NYSEMKT: CIX)to higher levels as they anticipate changes���such as asset sales or spin offs. Harold Simmons was the embodiment of the American dream because he was born during the depths of the Great Depression in Golden, Texas to schoolteacher parents and he spent�his early years living without indoor plumbing or electricity. However and by recognizing�underpriced assets and through the use of massive amounts of leverage (e.g. junk bonds),�he built an empire and�ranked #40 on the 2013 Forbes 400 with a fortune estimated to be worth some $10 billion.
Hot Forestry Companies To Invest In 2014: Powershares Dynamic Retail Portfolio (PMR)
PowerShares Dynamic Retail Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the Dynamic Retail Intellidex Index (the Retail Intellidex). The Retail Intellidex consists of stocks of 30 United States retailers. These are companies that are principally engaged in operating general merchandise stores, such as department stores, discount stores, warehouse clubs and superstores; specialty stores, including apparel, electronics, accessories and footwear stores;, and home improvement and home furnishings stores. Dealers of motor vehicles and parts, auction houses or rental companies may also be included. Stocks are selected principally on the basis of their capital appreciation potential as identified by the AMEX (the Intellidex Provider) pursuant to its Intellidex methodology. The Fund�� investment advisor is PowerShares Capital Management LLC.
The Fund will normally invest at least 80% of its total assets in common stocks of retail companies. It will normally invest at least 90% of its total assets in common stocks that comprise the Retail
Intellidex. The Fund, using an indexing investment approach, attempts to replicate the performance of the Retail Intellidex. The Fund generally will invest in all of the stocks comprising the Retail Intellidex in proportion to their weightings in the Retail Intellidex.
Advisors' Opinion:- [By John Udovich]
Small cap Checkpoint Systems, Inc (NYSE: CKP) fights shoplifting or retail theft and other forms of�"shrink��that costs retailers over $112 billion worldwide last year (according to a study funded by the company), meaning it might be an interesting stock to take a closer look at and to compare its performance with that of SPDR S&P Retail ETF (NYSEARCA: XRT) and PowerShares Dynamic Retail ETF (NYSEARCA: PMR). Just how bad can shoplifting or shrink be for a retailer? Troubled retailer J.C. Penney Company, Inc (NYSE: JCP) has just reported that shoplifting took a full percentage point off the department store chain's profit margins during the quarter. Moreover and given that tens of millions of Americans are now facing higher health insurance costs thanks to Obamacare (which will likely impact consumer discretionary spending),�retailers�will need to find ways to shore up their margins and bottom lines by preventing�retail theft with solutions from company�� like Checkpoint Systems.
- [By Ron Rowland]
The five funds consist of three ETFs and two traditional mutual funds. The names and gains of the three ETFs were PowerShares Dynamic Retailing ETF (PMR) 0.6%, Market Vectors Retail ETF (RTH) 0.7%, and SPDR S&P Retail ETF (XRT) 1.1%.
- [By John Udovich]
TheEconomicCollapseBlog.com has a shocking�post entitled, ��0 Facts About The Great U.S. Retail Apocalypse That Will Blow Your Mind,��which might make you want to consider shorting or reevaluating any investment strategies involving retail or retail ETFs like the SPDR S&P Retail ETF (NYSEARCA: XRT), PowerShares Dynamic Retail ETF (NYSEARCA: PMR), Market Vectors Retail ETF (NYSEARCA: RTH) and Direxion Daily Retail Bull 3X Shares (NYSEARCA: RETL).�Before you dismiss something from a blog with the words ��conomic Collapse��in it (they are, after all, peddling ��oom and gloom�� because the Obama administration plus Joe Biden�and their surrogates in the media keep telling you there is an economic recovery along with growth in jobs, consider just the following retail store closure plans or job cuts mentioned in the post:
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