Thursday, July 24, 2014

Hot Healthcare Technology Companies For 2014

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Sangamo Biosciences (NASDAQ: SGMO  ) , a clinical stage biopharmaceutical company focused on developing zinc finger DNA-binding proteins, rose as much as 11% after the company reported its first-quarter results.

So what: Although Sangamo has no drugs currently approved by the Food and Drug Administration, it still generated $4.6 million in revenue primarily due to a collaboration it signed with Shire last year. Net loss per share also shrank modestly to $0.13 from a loss per share of $0.14 in the year-ago period. Both figures easily surpassed the $3.8 million in revenue and $0.17 per-share loss expected by analysts. In addition, Sangamo is forecasting full-year revenue of $20 million to $24 million, more or less in line with the $20.7 million currently estimated by Wall Street.

Top 5 Life Sciences Companies To Buy Right Now: NextEra Energy Inc. (NEE)

NextEra Energy, Inc., through its subsidiaries, engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. As of December 31, 2010, NextEra Energy had approximately 43,000 mega watts of generating capacity. The company involves in the generation of renewable energy from wind and solar projects. It also generates electricity through natural gas, nuclear, oil and coal, and hydro power plants. The company serves approximately 8.7 million people through approximately 4.5 million customer accounts in the east and lower west coasts of Florida. In addition, it leases wholesale fiber-optic network capacity and dark fiber to telephone, wireless carriers, Internet, and other telecommunications companies. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in May 2010. NextEra Energy, Inc. was founded in 1984 and is headquartered in Juno Beach, Florida.

Advisors' Opinion:
  • [By Justin Loiseau]

    Can coal still kick it?
    Heading into June, AEP (NYSE: AEP  ) was in close competition with NextEra Energy (NYSE: NEE  ) as Edison Award finalists. NextEra added an enormous 1,500 MW of new wind commissions in 2012, putting its total wind capacity at 10,000 MW. The utility also received kudos for completion of a multi-year, multi-site, multi-billion-dollar nuclear uprate project that topped 400 MW expectations by a smooth 100 MW.

  • [By Richard Stavros]

    Top Utilities
    The electric utility industry typically does well in a deflationary environment, because these firms provide relative certainty of cash flows and high dividends. Here are our favorites now:

    Duke Energy Corp�(NYSE: DUK) is a well-run, regulated energy utility in an accommodative regulatory environment. The firm expects earnings per share (EPS) to grow 4 percent to 6 percent annually in the coming years. Management has narrowed its full-year 2013 adjusted diluted EPS guidance range to $4.25 per share to $4.45 per share. However, the company has yet to provide its 2014 earnings guidance range, or capital expenditure and cost-savings estimates for 2015 and beyond.

    Duke remains committed to investing in the expansion of its generational capacity in South Carolina and Florida, as well as improving the efficiency of its generational fleet in Indiana. Moreover, management hopes to improve profitability by focusing on the company�� international business operations and renewable energy sources.�

    NextEra Energy Inc�(NYSE: NEE) has produced one of the strongest records of earnings growth among US electric utilities, driven by its large and expanding portfolio of renewable generation at its unregulated unit, as well as load growth at regulated utility FP&L. The latter�� favorable regulatory environment and the highly hedged, clean and well-positioned wholesale generation portfolio establish a solid platform for continued earnings outperformance versus NextEra�� peers.

    NextEra�� third-quarter 2013 operating EPS of $1.43, up 13.5 percent from a year ago, beat analyst estimates. The results were due to the company�� effective execution of development projects, continual customer additions, and service start-up of renewable contracted projects.�

    Entergy Corp�(NYSE: ETR) is another steady player that has delivered consistent shareholder value over the years. The utility recently posted third-quarter 2013 oper

Hot Healthcare Technology Companies For 2014: Artisan Partners Asset Management Inc (APAM)

Artisan Partners Asset Management Inc., incorporated on October 25, 2012, is an independent investment management company that provides a range of 12 equity investment strategies spanning different market capitalization segments and investing styles in both United States and non-United States markets. It manages investments primarily through mutual funds and separate accounts. It offers its investment management capabilities primarily to institutions and through intermediaries that operate with institutional-like decision-making processes and have longer-term investment horizons. It manages separate accounts for pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, governmental entities, investment companies and similar pooled investment vehicles, and also provide investment management and administrative services to Artisan Funds, a family of mutual funds. Its operations are based principally in the United States, but it is expanding its operations outside the United States.

As of December 31, 2012, Artisan Funds consisted of 53%, of the Company�� assets under management. It also serves as the investment manager and promoter of Artisan Global Funds. The Company manages separate accounts primarily for institutional clients, such as pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, governmental entities, investment companies and similar pooled investment vehicles. Separate accounts consisted of 47%, of its assets under management as of December 31, 2012. For the fiscal year ended December 31, 2012 (fiscal 2012), fees from separate accounts, including United States -registered mutual funds, non- United States funds and collective investment trusts it sub-advises, represented 33%, of its revenues. The Company derives all of its revenues from investment management fees. The Company�� clients access its investment strategies through mutual funds and separate accounts, which include mutual funds and non-United ! States funds it sub-advises, as well as collective investment trusts that pool retirement plan assets together in a single portfolio maintained by a bank or trust company and are managed by it on a separate account basis.

Advisors' Opinion:
  • [By Will Ashworth]

    WisdomTree�� future appears bright. In the December ETF Deathwatch list, only five of its ETFs appeared out of the total 61. Like all asset managers, it�� not perfect, but it is the only publicly traded ETF pure-play available. So if you believe in ETFs, as I do, this is the bet to make.

    Artisan Partners Asset Management (APAM)

    With approximately $97 billion in assets under management,�Artisan Partners Asset Management (APAM) uses a decentralized and autonomous investment style that has made it very successful among asset managers. The stock went public in March 2013 at $30 per share, so investors who still held at the end of December were sitting on unrealized gains of 117% in just 10 months. That�� good in anybody�� book.

Hot Healthcare Technology Companies For 2014: Blackhawk Network Holdings Inc (HAWK)

Blackhawk Network Holdings, Inc., incorporated on January 27, 2006, is a prepaid payment network utilizing technology to offer a range of gift cards, other prepaid products and payment services in the United States and 18 other countries. The Company is a third-party distributor of gift. Its product offerings include gift cards, prepaid telecom products and prepaid financial services products (including general purpose reloadable (GPR), cards and its reload network). In addition, it sells physical and electronic gift cards to consumers through both online distributors and its Website, GiftCardMall.com. It offers gift cards from consumer brands, such as Amazon.com, Applebee��, iTunes, Lowe��, Macy�� and Starbucks and from payment networks, such as American Express, MasterCard and Visa. In addition, it distributes GPR, cards provided by Green Dot and NetSpend, as well as PayPower, its own GPR card. REloadit, its reload network, allows consumers to reload funds onto certain of their previously purchased GPR cards. In November 2013, Blackhawk Network Holdings Inc completed the acquisition of InteliSpend Prepaid Solutions. Effective December 2013, Blackhawk Network Holdings Inc, a unit of Safeway Inc, acquired Retailo AG.

The Company also offers prepaid solutions, including functionality and connectivity for digital wallet products within digital payments space, as well as an online gift card exchange called Cardpool. The Company�� extensive prepaid network provides benefits to its three primary constituents: consumers who purchase the products and services it offers, content providers who offer branded gift cards and other prepaid products that are redeemable for goods and services, and distribution partners who sell those products. Its extensive network connects to more than 500 content providers and over 100,000 active retail distribution locations, providing access to over 160 million consumer visits per week. For consumers, the Company provides a variety of brands and content at ! retail distribution locations and online. For its content providers, it provides access to millions of consumers and creates new customer relationships. For its distribution partners, it provides product category that drives incremental store traffic and customer loyalty. It also distributes prepaid telecom products offered by prepaid wireless telecom brands. The Company distributes its products across multiple traffic channels, such as grocery, convenience, specialty and online retailers.

Advisors' Opinion:
  • [By Andrew Marder]

    More recently, the company IPO'd its gift-card business last week as Blackhawk Network Holdings (NASDAQ: HAWK  ) . Safeway sold off about 22% of its holding, generating $243 million in cash, which the company used to repay some of its debt. That will be reflected in the next earnings statement.

Hot Healthcare Technology Companies For 2014: Insperity Inc. (NSP)

Insperity, Inc. provides an array of human resources (HR) and business solutions to help enhance business performance for small and medium-sized businesses. The company provides its HR business offering through its Workforce Optimization solution, which encompasses a range of human resource functions, including payroll and employment administration, employee benefits, workers� compensation, government compliance, performance management, and training and development services. It also offers human capital management, payroll services, time and attendance, performance management, organizational planning, recruiting services, employment screening, financial services, expense management, retirement services, and insurance services through desktop applications and software as a service delivery models. Insperity, Inc. has a strategic alliance with GrowthForce LLC. The company was formerly known as Administaff, Inc. and changed its name to Insperity, Inc. in March 2011. Insperit y, Inc. was founded in 1986 and is headquartered in Kingwood, Texas.

Advisors' Opinion:
  • [By CRWE]

    Insperity, Inc. (NYSE:NSP), a leading provider of human resources and business performance solutions for America�� best businesses, reported that its board of directors has declared a quarterly cash dividend of $0.17 per share. The dividend will be paid on Sept. 28, 2012, to all stockholders of record as of Sept. 7, 2012.

  • [By Caroline Bennett]

    Sales for human resources provider Insperity (NYSE: NSP  ) moved up 5.5% this quarter compared to the same time in 2012. The company attributed its growing revenue to a 1.7% boost in the average number of worksite employees paid per month, as well as a 3.6% increase in monthly revenues of said employees.

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