Thursday, July 17, 2014

Best Healthcare Technology Stocks For 2014

It's probably a matter of weeks, if not days, before yet another round of troubling National Security Agency leak stories hit the news.

I'm sorry to disagree with a majority of Americans who are outraged by their government's reckless data dragnet, but I think surveillance is good, at least, if you travel.

Airlines, car rental companies and hotels ought to spy on their customers more often. Collecting information about you to improve customer service ��and only for that purpose ��could return the American travel business to greatness.

Yes, even airlines.

Lauren Bear speaks a little Thai and likes her hotel room stocked with ice ��two facts you wouldn't know unless you paid close attention.

When she stayed at Peninsula Bangkok, the staff quickly figured it out.

Best Stocks To Own For 2015: Rimage Corporation(RIMG)

Rimage Corporation provides disc publishing and virtual publishing solutions that enable businesses to deliver digital content to their customers and employees worldwide. Its solutions enable delivery of videos, documents, audio files, and images. The company?s digital publishing solutions archive, distribute, and protect content on CDs, DVDs, and Blu-Ray Discs. It also offers a video platform, which captures, manages, and distributes live and on-demand content. The company, through its joint venture with Taiwan Electronic Data Processing Corporation, also provides Medical Disc System, a medical imaging disc publishing solution. Rimage Corporation was founded in 1978 and is headquartered in Minneapolis, Minnesota.

Advisors' Opinion:
  • [By ShadowStock]

    RIMG: Rimage Corporation (RIMG)

    "Helps businesses deliver digital content directly and securely to their customers, employees and partners"
    Market Cap: $83.72M
    Enterprise Value: $16.93M

Best Healthcare Technology Stocks For 2014: Meadwestvaco Corporation (MWV)

MeadWestvaco Corporation (MWV) provides packaging solutions to the healthcare, personal care and beauty, food, beverage, home and garden, tobacco, and commercial print industries worldwide. The company?s Packaging Resources segment produces bleached paperboard, Coated Natural Kraft paperboard, and linerboard. Its Consumer Solutions segment designs and produces multi-pack cartons and packaging systems primarily for the beverage take-home and tobacco market. In addition, it offers a range of converting and consumer packaging solutions, including printed plastic packaging and injection-molded products used for personal care, beauty, and pharmaceutical products; and dispensing and sprayer systems for personal care, beauty, healthcare, fragrance, and home and garden markets. In addition, this segment has a pharmaceutical packaging contract with a mass-merchant, and manufactures equipment that is leased or sold to its beverage and dairy customers to package their products. The c ompany?s Consumer & Office Products segment manufactures, sources, markets, and distributes school and office products, time-management products, and envelopes in North America and Brazil through both retail and commercial channels. Its Specialty Chemicals segment manufactures, markets, and distributes specialty chemicals derived from sawdust and other byproducts of the papermaking process in North America, South America, and Asia. Its products include activated carbon used in emission control systems for automobiles and trucks, as well as for water and food purification applications, and performance chemicals used in printing inks, asphalt paving, adhesives, and lubricants for the agricultural, paper, and petroleum industries. MWV?s Community Development and Land Management segment involves in real estate development, forestry operations, and leasing activities. MeadWestvaco Corporation was founded in 1888 and is based in Glen Allen, Virginia.

Advisors' Opinion:
  • [By Ben Levisohn]

    When you’re stock has been lagging the S&P 500, sometimes drastic action must be followed by even more drastic action. Case in point: MeadWestvaco (MWV), which announced a program of cost cutting on the heels of one announced last year.

  • [By Will Ashworth]

    I don�� know about you but I definitely use several of its products on a regular basis. In fact, right here on my desk beside my computer is a small, Five Star notebook for jotting down ideas. I grew up on Hilroy notebooks, a brand brought to the table in its 2012 merger with MeadWestvaco�� (MWV) Consumer and Office Products division. MWV shareholders received one-third of an ACCO share for every MWV share. Since the deal was completed, ACCO stock has lost 42% of its value.

  • [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)

Best Healthcare Technology Stocks For 2014: VALE S.A.(VALE)

Vale S.A. engages in the exploration, production, and sale of basic metals in Brazil. The company also involves in fertilizers, logistics, and steel businesses. The Bulk Material segment consist of iron ore mining and pellet production, as well as its Brazilian Northern and Southern transportation systems, including railroads, ports, and terminals. This segment also includes manganese mining and ferroalloys. The Base Metals segment produces nonferrous minerals, including nickel, copper, and aluminum consisting of aluminum trading activities, alumina refining, aluminum metal smelting, and bauxite mining. The Fertilizers segment provides potash, phosphates, and nitrogen. The Logistic Services segment consists of transportation systems, including ships, ports, and railroads for third party cargos. This segment includes 10,179 kilometers of railroad infrastructure, 8 seaport terminals, 5 general cargo ports, and 2 iron ore export terminals. In addition, it generates energy thr ough hydroelectric power plants. The company was founded in 1942 and is based in Rio de Janeiro, Brazil.

Advisors' Opinion:
  • [By Jim Jubak]

    I like fertilizer stocks as a long-term play on the rising global demand for food-which is why this stock is a member of my long-term Jubak Picks 50 portfolio, but I'd like to see some signs that potash pricing has turned before buying. Despite its name, Potash of Saskatchewan also sells nitrogen fertilizers. Fundamentals for those fertilizers look to be bottoming, and the fourth quarter might see flat prices. I'd think about using that as an indicator for a buy. (I'd also like to see a few more delays/cancelations of mine expansions such as Mosaic's (MOS) and Vale's (VALE) recent news of a total of 6.3 million metric tons in delays.)

  • [By Ben Levisohn]

    Shares of Cliffs Natural Resources have slid 3.9% to $15.73 at 11:13 a.m., while other iron miners have gotten hits as well. Rio Tinto (RIO) has dropped 2.8% to $53.04, BHP Billiton (BHP) has fallen 1.3% to $69.18 and Vale (VALE) is off 0.7% at $12.98.

  • [By Rich Duprey]

    And to think the ramp at Mountain Pass will run smoothly defies logic, as miners everywhere routinely run into problems that cause delays. Larger, more astute miners such as Barrick Gold (NYSE: ABX  ) , Vale (NYSE: VALE  ) , and Newmont Mining (NYSE: NEM  ) have run aground on delays and pricing issues, and Molycorp itself has been unable to keep its production schedule on track.

Best Healthcare Technology Stocks For 2014: MGIC Investment Corp (MTG)

MGIC Investment Corporation (MGIC), incorporated June 21, 1984, is a holding company and through wholly owned subsidiaries is a private mortgage insurer in the United States. As of December 31, 2012, its principal mortgage insurance subsidiaries, Mortgage Guaranty Insurance Corporation (MGIC) and MGIC Indemnity Corporation (MIC), were each licensed in all 50 states of the United States, the District of Columbia and Puerto Rico. During the year ending December 31, 2012, the Company wrote new insurance in each of those jurisdictions in MGIC and/or MIC. The Company capitalized MIC to write new insurance in certain jurisdictions where MGIC no longer meets, and is unable to obtain a waiver of, those jurisdictions��minimum capital requirements. Private mortgage insurance covers losses from homeowner defaults on residential mortgage loans, reducing and, in some instances, eliminating the loss to the insured institution if the homeowner defaults.

Mortgage Insurance

Primary insurance provides mortgage default protection on individual loans and covers unpaid loan principal, delinquent interest and certain expenses associated with the default and subsequent foreclosure. Primary insurance is written on first mortgage loans secured by owner occupied single-family homes, which are one-to-four family homes and condominiums. Primary insurance is also written on first liens secured by non-owner occupied single-family homes, which are referred to in the home mortgage lending industry as investor loans, and on vacation or second homes. Primary coverage can be used on any type of residential mortgage loan instrument approved by the mortgage insurer.

When a borrower refinances a mortgage loan insured by the Company by paying it off in full with the proceeds of a new mortgage that is also insured by it, the insurance on that existing mortgage is cancelled, and insurance on the new mortgage is considered to be new primary insurance written. Therefore, continuation of its coverage fr! om a refinanced loan to a new loan results in both a cancellation of insurance and new insurance written. When a lender and borrower modify a loan rather than replace it with a new one, or enter into a new loan pursuant to a loan modification program, its insurance continues without being cancelled assuming that the Company consent to the modification or new loan.

The borrower�� mortgage loan instrument requires the borrower to pay the mortgage insurance premium. There are several payment plans available to the borrower, or lender, as the case may be. Under the monthly premium plan, the borrower or lender pays it a monthly premium payment to provide only one month of coverage. Under the annual premium plan, an annual premium is paid to it in advance, and it earns and recognizes the premium over the next 12 months of coverage, with annual renewal premiums paid in advance thereafter and earned over the subsequent 12 months of coverage. Under the single premium plan, the borrower or lender pays it a single payment covering a specified term exceeding twelve months.

Pool insurance is used as an additional credit enhancement for certain secondary market mortgage transactions. Pool insurance covers the excess of the loss on a defaulted mortgage loan which exceeds the claim payment under the primary coverage, if primary insurance is required on that mortgage loan, as well as the total loss on a defaulted mortgage loan which did not require primary insurance. Pool insurance is used as an additional credit enhancement for certain secondary market mortgage transactions. Pool insurance covers the excess of the loss on a defaulted mortgage loan, which exceeds the claim payment under the primary coverage, if primary insurance is required on that mortgage loan, as well as the total loss on a defaulted mortgage loan which did not require primary insurance. In general, the loans insured by it in Wall Street bulk transactions consisted of loans with reduced underwriting documentation; cash out! refinanc! es, which exceed the standard underwriting requirements of the Federal National Mortgage Association (Fannie Mae) and Federal Home Loan Mortgage Corporation (Freddie Mac) (collectively GSEs); A- loans; subprime loans, and jumbo loans.

Other Products and Services

The Company has participated in risk sharing arrangements with the GSEs and captive mortgage reinsurance arrangements with subsidiaries of certain mortgage lenders, which reinsure a portion of the risk on loans originated or serviced by the lenders, which have MGIC primary insurance. It provides information regarding captive mortgage reinsurance arrangements to the New York Department of Insurance (known as the New York Department of Financial Services), the Minnesota Department of Commerce and the Department of Housing and Urban Development, (HUD). It performs contract underwriting services for lenders, in which it judges whether the data relating to the borrower and the loan contained in the lender�� mortgage loan application file comply with the lender�� loan underwriting guidelines. It also provides an interface to submit data to the automated underwriting systems of the GSEs, which independently judge the data. These services are provided for loans, which require private mortgage insurance, as well as for loans that do not require private mortgage insurance. It provides mortgage services for the mortgage finance industry, such as portfolio retention and secondary marketing of mortgages.

The Company competes with Federal Housing Administration, Veterans Administration, PMI Mortgage Insurance Company, Genworth Mortgage Insurance Corporation, United Guaranty Residential Insurance Company, Radian Guaranty Inc., CMG Mortgage Insurance Company, and Essent Guaranty, Inc.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Shares of private mortgage insurers fell after Radian Group Inc. (RDN) �called new proposed capital requirements ��nerous��but said it didn�� feel it would have to raise outside capital. Shares of Radian declined 3.8% to $14 on moderate volume, while shares of MGIC Investment Corp. (MTG) �fell 5.4% to $8.74 on moderate volume.

  • [By Anna Prior]

    MGIC Investment Corp.(MTG) and Radian Group Inc.(RDN) criticized proposed standards for private-mortgage insurers seeking to do business with Fannie Mae (FNMA) and Freddie Mac (FMCC), claiming the level of liquid assets insurers would need to hold is excessive. MGIC shares slumped 13% to $8.00 premarket, while Radian shares fell 6.5% to $13.60.

  • [By David Hanson and Matt Koppenheffer]

    In this segment of The Motley Fool's everything-financials show,�Where the Money Is, banking analysts Matt Koppenheffer and David Hanson dicuss earnings from MGIC Investment Corp. (NYSE: MTG  ) and look ahead to Radian (NYSE: RDN  ) 's (NYSE: RDN  ) quarterly results.

  • [By Dan Caplinger]

    MGIC Investment (NYSE: MTG  ) will release its quarterly report next Tuesday, but investors haven't waited for that report to send the stock to two-year highs. As the housing market has improved, the mortgage-insurance company's prospects have followed suit, but the slow recovery in MGIC earnings are now vulnerable to a potential drop in premium revenue if rising interest rates hurt new mortgage activity.

Best Healthcare Technology Stocks For 2014: Full House Resorts Inc.(FLL)

Full House Resorts, Inc., together with its subsidiaries, develops, manages, invests in, and owns gaming-related enterprises. The company holds interest in Gaming Entertainment (Delaware), LLC, a joint venture with Harrington Raceway, Inc., which has a management contract with Harrington Raceway and Casino that has approximately 1,800 slot machines and 40 table games, a 450-seat buffet, a dining restaurant, a 50-seat diner, and an entertainment lounge area located in Harrington, Delaware. It also owns and operates Stockman?s Casino, which has approximately 264 slot machines, 4 table games, and keno, as well as a bar, a dining restaurant, and a coffee shop situated in Fallon, Nevada. In addition, the company holds interests in Gaming Entertainment Michigan, LLC that has a joint venture with RAM Entertainment, LLC, which has a management agreement with the Nottawaseppi Huron Band of Potawatomi Indians for the development and management of the FireKeepers Casino in Battle Cre ek, Michigan. Full House Resorts, Inc. was founded in 1987 and is based in Las Vegas, Nevada.

Advisors' Opinion:
  • [By Monica Gerson]

    Full House Resorts (NASDAQ: FLL) is estimated to post a Q4 loss at $0.06 per share on revenue of $33.24 million.

    Urban Outfitters (NASDAQ: URBN) is expected to post its Q4 earnings at $0.55 per share on revenue of $927.86 million.

Best Healthcare Technology Stocks For 2014: Hansen Medical Inc.(HNSN)

Hansen Medical, Inc. develops, manufactures, and sells medical robotics designed for positioning, manipulation, and control of catheters and catheter-based technologies. The company?s products comprise the Sensei Robotic Catheter System and its related Artisan and Lynx catheters. It offers Sensei Robotic Catheter systems and Artisan catheters for manipulation, positioning, and control of mapping catheters during electrophysiology procedures. The company also provides robotic platforms consisting of the Magellan Robotic System and the NorthStar Robotic Catheter for the treatment of vascular disease. In addition, it offers CoHesion 3D Visualization Module, a software interface that provide physicians with 3D visualization to augment their ability to move a catheter throughout the heart, as well as control the placement of the catheter in specific locations. The company sells its products through direct sales force in the United States; and through direct sales force and dis tributors primarily in the European Union and internationally. It has a joint development agreement and co-marketing agreement with St. Jude Medical, Inc. for the development of CoHesion 3D Visualization Module; and a collaboration agreement with Philips Medical Systems Nederland B.V. to co-develop integrated products for use in the diagnosing and treatment of arrhythmias. The company was founded in 2002 and is headquartered in Mountain View, California.

Advisors' Opinion:
  • [By Rich Smith]

    While billed as a rival to America's Intuitive Surgical (NASDAQ: ISRG  ) , Mazor actually bears closer resemblance to tiny Hansen Medical (NASDAQ: HNSN  ) . Lacking profits despite raking in nearly $15 million in revenues last year, Mazor doesn't generate positive free cash flow like Intuitive does. Instead, it burns it like Hansen does (albeit more slowly). Last year, negative free cash flows amounted to $2.1 million, which suggests that Wallachbeth's endorsement may be a bit premature.

  • [By John Udovich]

    Yesterday, small cap medical robotics stock MAKO Surgical Corp (NASDAQ: MAKO) soared 82.19% after it was announced that Stryker Corporation (NYSE: SYK) would acquire it���meaning it might be time to take a closer look at large cap medical robotics leader Intuitive Surgical, Inc (NASDAQ: ISRG) along with small caps Accuray Incorporated (NASDAQ: ARAY) and Hansen Medical, Inc (NASDAQ: HNSN). MAKO Surgical Corp�markets both its RIO Robotic Arm Interactive Orthopedic System and proprietary RESTORIS family of implants to surgeons for a procedure called MAKOplastythat provides a less invasive method for knee resurfacing and a new procedure for Total Hip Arthroplasty.�Stryker Corporation, whose medical technologies include reconstructive, medical and surgical, and neurotechnology and spine products, agreed to pay $1.65 billion or $30 a share for a massive 86%�premium for MAKO Surgical Corp. That�� sounds great for investors unless you are an investor who go in the stock back in 2011 and early 2012 when shares hit as high as the�$43 level.

  • [By Roberto Pedone]

    One health care player that insiders are active in here is Hansen Medical (HNSN), which develops, manufactures and markets new generation of medical robotics for accurate positioning, manipulation and stable control of catheters and catheter-based technologies. Insiders are buying this stock into relative weakness, since shares are off by 19.2% so far in 2013.

    Hansen Medical has a market cap of $113 million and an enterprise value of $118 million. This stock trades at a premium valuation, with a price-to-sales of 7.13. Its estimated growth rate for this year is -3%, and for next year it's pegged at 36.2%. This is not a cash-rich company, since the total cash position on its balance sheet is $21.08 million and its total debt is $29.57 million.

    A beneficial owner just bought 8.1 million shares, or about $9.96 million worth of stock, at $1.23 per share.

    From a technical perspective, HNSN is currently trending above its 50-day and just below is 200-day moving average, which is neutral trendwise. This stock recently spiked up sharply from its low of $1.14 to its recent high of $1.96 a share with big upside volume. Since that move, shares of HNSN have pulled back and started to consolidation between $1.77 and $1.60 a share. This stock is now starting to bounce higher and move within range of triggering a near-term breakout trade.

    If you're bullish on HNSN, then look for long-biased trades as long as this stock is trending some key near-term support levels at $1.60 to its 50-day at $1.51, and then once it breaks out above some near-term overhead resistance levels at $1.77 to $1.96 a share high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average volume of 530,653 shares. If that breakout hits soon, then HNSN will set up to re-test or possibly take out its next major overhead resistance levels at $2.15 to $2.23 a share. Any high-volume move above those levels will then gi

No comments:

Post a Comment