Tuesday, January 6, 2015

Top Life Sciences Stocks To Own Right Now

Small cap robotic stock Adept Technology (NASDAQ: ADEP) has put in a very good performance this month verses its immediate peer�iRobot Corporation (NASDAQ: IRBT) as well as against medical robotic stocks like MAKO Surgical (NASDAQ: MAKO), Accuray Incorporated (NASDAQ: ARAY) and Hansen Medical, Inc (NASDAQ: HNSN). I should also mention that we have recently added Adept Technology to our SmallCap Network Elite Opportunity (SCN EO) portfolio (we are up 9% since last week) because we feel robotics is an improving sector as companies aim to reduce overhead and improve efficiencies through machine to machine (M2M) automation.

What is Adept Technology?

Founded in 1983, small cap Adept Technology is the largest US based manufacturer of industrial robots. More specifically, Adept Technology�� product lines include industrial robots, configurable linear modules, machine controllers for robot mechanisms and other flexible automation equipment, machine vision, and systems and applications software. In addition, the company�provides specialized, cost-effective robotics systems and services to high-growth markets including Packaged Goods, Life Sciences, Disk Drive/Electronics and Semiconductor/Solar plus to�traditional industrial markets�which include�machine tool automation and automotive components.

5 Best Food Stocks To Watch For 2015: Tesoro Petroleum Corporation(TSO)

Tesoro Corporation, together with its subsidiaries, engages in refining and marketing petroleum products in the United States. It operates in two segments, Refining and Retail. The Refining segment refines crude oil and other feed stocks into transportation fuels, such as gasoline, gasoline blendstocks, jet fuel, and diesel fuel, as well as other products, including heavy fuel oils, liquefied petroleum gas, petroleum coke, and asphalt. This segment also sells refined products in the wholesale market primarily through independent unbranded distributors; and in the bulk market primarily to independent unbranded distributors, other refining and marketing companies, utilities, railroads, airlines and marine, and industrial end-users. It owns and operates 7 refineries with a combined crude oil capacity of 665 thousand barrels per day. The Retail segment sells gasoline, diesel fuel, and convenience store items through company-operated retail stations, and third-party branded dea lers and distributors in the western United States. As of December 31, 2011, this segment had 1,175 branded retail stations under the Tesoro, Shell, and USA Gasoline brands. The company was formerly known as Tesoro Petroleum Corporation and changed its name to Tesoro Corporation in November 2004. Tesoro Corporation was founded in 1939 and is headquartered in San Antonio, Texas.

Advisors' Opinion:
  • [By Ben Levisohn]

    Yesterday, Tesoro Corp. (TSO) sold a bunch of assets to Tesoro Logistics (TLLP) for $650 million, the second “drop-down,” or sale of assets by a parent company to a partnership.

    Reuters

    The Wall Street Journal has the details:

    Tesoro Logistics LP, a company spun off in 2011 by oil refiner Tesoro Corp., agreed to pay its former parent $650 million to acquire Los Angeles assets that include two marine terminals and a pipeline system.

    The company, which expects to close on the deal in the current quarter, said it will fund the deal using mostly cash, as well as about $65 million in equity. In a separate statement Monday, Tesoro Logistics said it was offering at least 6.3 million common units, with proceeds to be used to fund the deal.

    Cowen’s�Sam Margolin assesses where Tesoro Corp. is now and its other drop-down opportunists:

    Operationally, TSO continues to benefit from wide Bakken crude discounts, with the Clearbrook hub currently priced at a $14/bbl discount to WTI. During 3Q, TSO realized a gross refining margin of $21/bbl in its mid-con segment, vs refineries with Cushing price exposure in the $11/bbl-$15/bbl range. We expect similar outperformance in the current
    period…

    The completion of the Vancouver, WA rail terminal in 1Q14 should provide additional drop down opportunities early next year. Comped to the metrics of the Anacortes rail terminal drop, the 125,000 Vancouver terminal could realize a drop down price of over $450MM, with upside in an expansion scenario. We expect TSO to remain a regular provider of cash catalysts through its capital project backlog and aggressive utilization of the TLLP vehicle.

    Shares of Tesoro have gained 1.9% to $56.42, besting Phillips 66′s (PSX) 1.5% rise to $68.22, Hollyfrontier’s (HFC) 0.1% drop to $46.19 and Valero Energy’s (VLO) 0.,1% dip to $42.86. Tesoro Logistics has dropped 6% to $49.82.

  • [By John Divine]

    Oil refiner Tesoro (NYSE: TSO  ) lost 2.9% today, on a day when the oil and gas sector, as a whole, was the worst performing of the 10 major sectors. Tesoro is reeling from a recent shutdown in a Washington state refinery earlier this week after a leak was discovered. Thankfully, the issue has been resolved, but the 125,000-barrel-per-day refinery lost some meaningful business in the process.

Top Life Sciences Stocks To Own Right Now: Emak SpA (EM)

Emak SpA is an Italy-based company primarily engaged in the manufacture of outdoor power equipment for gardening, forestry, agriculture and industry. The Company�� portfolio includes chainsaws, brush cutters, lawnmowers, garden tractors, water pumps, high pressure washers, transporters, rotary cultivators, motor hoes and power cutters, among others. It also manufactures spare parts, accessories and protective clothing. The Company sells its products under various brand names, such as Oleo-Mac, Efco, Bertolini, Nibbi and Staub. Emak SpA directly manages distribution in the Italian market and it sells products, through its commercial subsidiaries, in France, Germany, the United Kingdom, Spain, the countries of Benelux, Poland, Ukraine, among others.The Company is controlled by Yama SpA, which is an industrial holding company. Advisors' Opinion:
  • [By Holly LaFon]

    As true value investors, Brandes oft en moves against the crowd amid markets' constantly changing performance cycles. Take the recent equity market weakness in a number of emerging market (EM) countries for example. Over the last year, while macroeconomic and geopolitical concerns cast a cloud of uncertainty over the asset class in general, we started to see some interesting investment opportunities at the company level as a result of such market weakness.

  • [By Canadian Value]

    For 20+ years there has been a coherent growth story around Emerging Markets (EM), where the label "Emerging Market" had real meaning within a common knowledge perspective. Today ��not so much. Today the story is that it was easy money from the Fed that drove global growth, EM or otherwise. Today the story is that Emerging Markets are just the levered beneficiaries or victims of Fed monetary policy, no different than anyone else��

  • [By Federico Zaldua]

    Brookfield Infrastructure has a number of potentially profitable areas for investment around the world but, above all, in infrastructure hungry Emerging Markets (EM) such as Brazil. According to Credit Suisse analysts, in Brazil, funds can be invested at Funds From Operations (FFO) yields above 12%. Therefore, the company's ability to grow its distribution yield, whether through acquisitions or organically, is critical to evaluate the company's value. Moreover, the currently conservative dividend payout ratio should allow Brookfield Infrastructure to self-finance on going opportunities.

Top Life Sciences Stocks To Own Right Now: Crossroads Systems Inc (CRDS)

Crossroads Systems, Inc. (Crossroads), incorporated on September 26, 1996, provides, develops and markets patent pending products that provide online access to data archives through tape-based archive storage solutions that replace disk-based storage devices at a fraction of the cost, enabling businesses to change the way they approach their long-term data archiving needs. It ships the following products to these markets: StrongBox, Read Verify Appliance (RVA) and SPHiNX.It is focused primarily on the StrongBox solution. During the fiscal year ended October 31, 2012(fiscal 2012), the Company introduced itsCrossroads StrongBox product, a network attached storage (NAS) solution based on tape for long-term archive data.

The Company�� products include StrongBox, which offers a NAS storage solution focused on low cost, data archive with built in data protection; SPHiNX , which provides data protection from the desktop to the data center, functioning as a virtual tape library to ensure holistic data protection; ReadVerify Appliance (RVA) proactively monitors tape media and the overall health of tape drives, and Fibre Channel (FC) Storage Bridges and Storage Routers offer connectivity and protocol conversion from the FC Storage Area Network (SAN) to Small Computer System Interface (SCSI) tape and disk storage device interfaces.

StrongBox

StrongBox offers organizations the ability to archive their valuable corporate data assets without disrupting their architectures at a fraction of the cost of existing disk-only based solutions. The StrongBox solution is a shared file storage system, which stores the files on open standard LTFS physical tapes. The StrongBox system also provides the necessary data protection, data security, and online access of files required in a customer�� active archive environment. StrongBox addresses and expanding market providing a solution to customer problems. Regardless of size, no business can afford to keep decades old content on s! pinning disk due to its acquisition cost, but more importantly, the cost to continuously power the disk array and pay maintenance on the physical hardware. Additionally, disk arrays are only supported for three to five years requiring wholesale replacement multiple times over the life of the data. StrongBox enables this click and open access stores the information on reliable, scalable tape media. The StrongBox manages and verifies the data and auto-migrates the files over time as new higher-capacity tape drives become available.The Company�� offerings to the market through hardware appliances.

SPHiNX

SPHiNX provides complete disaster recovery capabilities for mid-range server, open systems and the desktop host environment and is designed to scale easily to grow with a customer�� business. As a primary repository for data center backups, SPHiNX can be used as secondary tiered storage for replicated data to meet disaster recovery requirements. As a disk-based data protection solution, SPHiNX maximizes reliability and improves backup and restore success rates by eliminating associated drive or media errors. SPHiNX offers flexible functionality as a virtual tape library for rapid, reliable data recovery with reduced data loss and minimal downtime. SPHiNX is delivered via a dedicated appliance with hot swappable drives and redundant power supplies to ensure high system availability.

With SPHiNX, backups can be streamlined for improved performance, and restores are exponentially faster than using traditional tape drives. Multiple host systems can be secured and connected to SPHiNX as a shared resource for several systems or partitions with multiple backup streams supported from any single system. With immediate access to stored data, SPHiNX drastically reduces recovery time to meet increasing stringent recovery time objectives and recovery point objective requirements.

SPHiNX provides the ability to replicate backups remotely by syn! chronizin! g data copies over a wide area network (WAN) between a local SPHiNX and one or more remote SPHiNX systems, which can reduce offsite storage or eliminate tape handling altogether while enabling immediate access of data. Cloud computing, data center consolidation, hosted disaster recovery and other IT trends have created a need to move more data remotely at higher speeds. SPHiNX provides WAN acceleration options to maximize data transfers, providing scalability, network efficiency, security and bandwidth control. SPHiNX provides an option to encrypt data in compliance with regulatory and company security policies. With SPHiNX, you can encrypt data as it is stored or wait for idle times if faced with short backup windows. SPHINX can also completely offload the encryption algorithm processing by passing a generated key to a physical tape device equipped with a hardware encryption chipset. SPHiNX is sold primarily as a branded offering in our VAR channel in the United States and Europe. Additionally, SPHiNX is sold by OEM partners as a co-branded or rebranded product line for tape backup replacement or augmentation.

ReadVerify Appliance

The Company�� ReadVerify Appliance (RVA) validates the integrity of tape backup systems and provides an easy to use, real-time way to monitor, track and report on the performance, utilization and health of tape devices and tape media. Providing visibility into the causes of incomplete or failed backups, RVA helps customers address media and hardware issues before a catastrophic failure threatens their data and business. RVA monitors tape backups and reports cartridge and drive statistics collected during backup operations. Automatic alerting and reporting provides critical information on impending media or drive failures, overall utilization and performance of tape media and drives. RVA uses built-in reporting for load balancing and to proactively address media and hardware failure. RVA provides a method to diagnose a degrading backup environment a! nd correc! tly identify root cause.

Using RVA, tapes will not be disposed of until they truly reach end-of-life. It also sold through OEM partners who co-brand or rebrand RVA as a product sale or as a service offering. In addition to providing a library monitoring service, with the Archive Verify feature Crossroads or its partners can provide a service built around analyzing a customer�� existing archival tape store to ensure the data written to tape can be read back.

Fibre Channel (FC) Storage Bridges and Storage Routers

The Company�� Fibre Channel Storage Bridges and Routers provide connectivity and protocol conversion from the Fibre Channel (FC) Storage Area Network (SAN) to tape and disk storage device interfaces. Its bridges provide value by extending the useful life of SCSI storage resources and aggregating device ports to save on switch port expenses. They are simple to deploy via either rack or desktop, manage using command line interface (CLI) or Ethernet interface options and support with field updateable firmware. Its bridges are designed to add reliability to SANs by detecting and tracking path readiness and network event errors and reporting configuration issues and conflicts. The Crossroads��Storage Bridge and Router product line is mature, having been developed and sold since the Company�� inception.

The Company competes with IBM, Quantum, Cache, TSI, Falconstor Software Inc. and EMC.

Advisors' Opinion:
  • [By Jake Mann]

    Looking to 2015, I will be watching Crossroads Systems Inc (NASDAQ: CRDS) closely as their StrongBox tape library offering has started experiencing growth, coupled with their IP assets (both '972 and non-'972 portfolios). Further, I will be watching ICTV Brands Inc (OTC: ICTV)'s new product offerings and how DermaWand fairs internationally as well as in Rite Aid stores nationwide...

Top Life Sciences Stocks To Own Right Now: Miller/Howard High Income Equity Fund (HIE)

Miller/Howard Fund (the Fund) is a closed-end, non-diversified management investment company. The Fund�� primary investment objective is to provide a high level of income from dividends, distributions and interest. As a secondary objective, the Fund seeks capital appreciation. The Fund focuses to invest in a portfolio of equity securities generating high income with an emphasis on dividend growth. The Fund focuses to invest primarily in securities of United States companies and in holdings of non-United States companies traded on United States exchanges, such as through American Depositary Receipts (ADRs). The Fund may invest up to 25% of its assets in securities of master limited partnerships (MLPs), generally in the energy sector. Miller/Howard Investments, Inc. serves as the Fund�� investment advisor (the Investment Advisor). Advisors' Opinion:
  • [By Richard Cox]

    During periods of heightened volatility in equity markets, income strategies become much more appropriate. �This approach offers investors added yield protection that can make it much easier to survive any bearish downturns that might be seen in the benchmark stock indices. �One of the newest selections in this space can be found in the Miller/Howard High Income Equity Fund (NYSE:HIE), which offers access to an expertly managed portfolio of high-yielding stocks with solid potential for long-term dividend growth. �

Top Life Sciences Stocks To Own Right Now: Mitek Systems Inc (MITK)

Mitek Systems, Inc. (Mitek), incorporated in 1986, is engaged in the development, sale and service of software solutions related to mobile imaging applications and intelligent recognition software. Mitek is applying its technology and in image correction, optical character recognition and intelligent data extraction to mobile devices. Using Mitek Mobile Apps, camera-equipped smartphone users can deposit checks, pay bills, save receipts and fax documents. Users simply take a picture of the document and its products corrects image distortion, extracting relevant data, routing images to their desired location, and processing transactions through users��financial institutions. It has developed and deployed Mobile Deposit, a software application that allows users to deposit a check using their smartphone camera. It has developed and deployed Mobile Receipt, a receipt archival and expense report application, and Mobile Phax, a mobile document faxing application. Its Mobile Photo Bill Pay, a mobile bill paying application that allows users to pay their bills using their smartphone camera. During fiscal year ended September 30, 2010 (fiscal 2010), it had one operating segment based on its product and service offerings.

IMagePROVE Technology Products

Using IMagePROVE, the Company has a suite of business productivity applications for camera-equipped smartphones, including the iPhone and selected BlackBerry, Android and Windows Mobile handsets. It has four products that use its IMagePROVE technology Mobile Deposit, Mobile Receipt, Mobile Phax and Mobile Photo Bill Pay. Its products are used in the financial services industry. It has secured sales partnerships with system integrators for the financial services industry, including Fiserv, FIS, NCR, Jack Henry, Wausau, BankServ, RDM, J&B Software and Bluepoint Solutions.

The Company�� Mobile Deposit is the smartphone application allows banks to accept check deposits through photos of checks taken with camera-equipped smart! phones. Mobile Deposit allows users to make deposits by photographing the front and back of a check and submitting the item electronically to their bank from their smartphone. Its Mobile Receipt is designed to convert the photo of a receipt taken with a smartphone into an image and with a single touch, converts the data into a professional looking expense report. Mobile Phax allows user to take a photo of any letter sized document or page and send it as a portable document format (PDF) file to any e-mail address or fax machine.

The Company�� Mobile Photo Bill Pay allows users to take pictures of their bills with their smartphone cameras and its Mobile Photo Bill Pay product correct image distortion, reading relevant data and processing the transactions through the users��banks. The payment is made electronically by debiting the users checking account and using existing online bill pay systems. With Mobile Photo Bill Pay, users can submit electronic payments from their smartphones without having to write checks, lick stamps, visit a payment location or even use their personal computers.

ImageNet Intelligent Character Recognition Toolkits

The Company�� ImageNet products are designed to provide remittance processing, proof of deposit and lock box processing applications. Its products are used to reduce manual labor by automatically extracting amounts and routing information from checks and distinguishing between common document types, such as personal and business checks, substitute checks, pre-authorized drafts and other document types specified by customers. It sells ImageNet suite of products to its channel partners, who resell them as integrated components of their solutions and services. Its ImageNet suite of products includes ImageNet Prep & ID, ImageNet Payments, ImageNet Data Capture and ImageNet Signatures.

ImageNet Prep & ID is a software toolkit that is designed to provide automatic form information document (ID), form registration and fo! rm/templa! te removal. Image Net Prep & ID reduces the image size by removing information, such as pre-printed text, lines, and boxes; leaving only the filled-in data. ImageNet Payments allows for the automatic reading of machine and hand print information found on scanned documents and forms from any structured form, as well as bank documents, such as checks, deposit slips, and remittance coupons. ImageNet Payments integrates technology components from the CheckReader product that it licenses from a vendor that is designed to read rates of the currency and legal amounts of checks drawn on the United States and Canadian financial institutions.

ImageNet Data Capture is a software toolkit that captures data from types of unstructured business documents. ImageNet Data Capture is used in data capture applications where data must be found and extracted from documents that have no pre-determined format or layout, but share common data elements. ImageNet Data Capture is designed to locate this data on documents using contextual, positional, format and keyword specific information. It has supplied ImageNet Data Capture as a stand alone application programming interface (API) to several original equipment manufacturers (OEMs) in the document processing field. ImageNet Signatures is a software toolkit that locates, extracts and verifies signatures in any document. It encodes each signature and compares it with encoded reference examples rather than comparing actual images. Its image analytics encode 60 characteristics of each signature, which allows for accurate signature fraud detection.

FraudProtect Systems

The Company�� FraudProtect System is an automated software application designed to allow banks to detect check fraud from forged signatures and counterfeit checks, as well as the detection of pre-authorized drafts and payee name alterations. Its FraudProtect suite of products includes FraudProtect SDK, PADsafe and PayeeFind. Its FraudProtect SDK is a toolkit designed to detect c! heck frau! d and forgery using image analytics to uncover inconsistencies and alterations in checks as they are processed by banks. These products are sold to OEMs and system integrators and can detect forged or illegally modified checks. Its PADsafe product detects fraudulent preauthorized drafts (PADs). PADsafe automatically identifies PADs from checks, and then notifies the user of fraudulent transactions, reducing and preventing the unauthorized withdrawal of funds. Its PayeeFind product is designed to prevent payee-altered checks from clearing.

ImageScore

ImageScore is the Company�� Check 21 readiness solution for any financial institution that truncates or uses check images in an accounts receivables conversion environment. Integrated solution providers for financial institutions can also buy ImageScore to enhance their products. ImageScore is designed to analyze check images to provide the usability and information needed to help financial institutions act in accordance with regulatory and industry mandates.

Advisors' Opinion:
  • [By James E. Brumley]

    Anybody who was lucky enough to get into a Recon Technology, Ltd. (NASDAQ:RCON) position before October 7th, then congratulations - you're up big-time. Now get out. Instead, a better use of that capital is Mitek Systems, Inc. (NASDAQ:MITK). While RCON is overbought and ripe for a pullback, MITK is itching to stage a breakout.

Top Life Sciences Stocks To Own Right Now: Guggenheim Invest S&P MidCap 400 Pure Value ETF (RFV)

Guggenheim S&P MidCap 400 Pure Value ETF (the Fund) seeks to replicate as closely as possible the performance of the S&P MidCap 400/Citigroup Pure Value Index (the Index). The Index is narrow in focus, containing only those S&P MidCap 400 companies with strong value characteristics as selected by Standard & Poor��.

The Fund uses a passive management strategy to track the performance of the Index. The Fund invests in substantially all of the securities in the Index in approximately the same proportions as in the Index. The Fund's investment advisor is Rydex Investments.

Advisors' Opinion:
  • [By Holly LaFon]

    Whitney George is Director of Investments, Managing Director, and a Portfolio Manager of Royce & Associates, LLC, investment advisor to The Royce Funds. He serves as portfolio manager for Royce Premier Fund (RPR), Royce Low-Priced Stock Fund (RLP), Royce Global Value Fund (RGV), Royce SMid-Cap Value Fund (RSV), and Royce Focus Trust (FUND). He also serves as assistant portfolio manager for Royce Micro-Cap Fund (RMC), Royce Value Fund (RVV), Royce Value Plus Fund (RVP), Royce Focus Value Fund (RFV), and Royce Capital Fund ��Micro-Cap Portfolio (RCM). Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.

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