Monday, February 10, 2014

Top International Companies To Own For 2015

On July 5, we maintained our Neutral recommendation on Silgan Holdings Inc. (SLGN) based on expected benefits from its successful acquisitions, increasing productivity and cost reduction initiatives as well as decline in resin prices. However, soft demand in Europe, a high debt-to-capitalization ratio and lower volume expectation remain concerns for this manufacturer of metal and plastic consumer goods packaging products.

Why Reiterated?

Silgan Holdings��first-quarter 2013 earnings declined 10% year over year to 46 cents per share, due to higher resin costs and macroeconomic conditions in Europe. Total revenue increased 4% year over year to $796 million.

Resin costs were a headwind to both the Plastics and Closures segments in the first quarter. However, in the second half of fiscal 2013, resin headwinds will turn into tailwinds due to the recent decline in polypropylene prices.

The company�� recent acquisition of Rexam�� high-barrier food business will not only add to its growth platform through an adjacent product/technology, but also augment its scope for international expansion. The acquisition is expected to be accretive to 2013 earnings.

Top International Companies To Own For 2015: WaterFurnace Renewable Energy Inc (WFIFF.PK)

WaterFurnace Renewable Energy, Inc. specializes in the design, manufacture and distribution of geothermal and water-source systems. It�� the United States subsidiary companies are WaterFurnace International, Inc. (WaterFurnace) and LoopMaster International, Inc. (LoopMaster). In December 2010, it incorporated two Australian subsidiaries: WaterFurnace International Asia Pacific Pty. Ltd. (WaterFurnace Asia Pacific) and Hyper WFI Pty. Ltd. (Hyper WFI). WaterFurnace designs, manufactures and distributes geothermal water source heating and cooling systems for residential, commercial and institutional buildings. LoopMaster installs geothermal loops for residential applications, does commercial conductivity testing and provides design and installation assistance. Hyper WFI designs, develops and builds devices that limit the inrush current, which electric motors draw upon start up. On January 21, 2011, the Company acquired inventory and fixed assets from Binary Engineering Pty. Ltd.

Top International Companies To Own For 2015: Canlan Ice Sports Corp (ICE.TO)

Canlan Ice Sports Corp. engages in the acquisition, development, and operation of recreational ice facilities in North America. It engages in the ice sales and internal programming, which include contract rental of ice-time; restaurants and concession outlets operations in its ice rink facilities; the operation of sports stores that sell hockey, skating, and soccer equipment and apparel; advertising, vending, and space rental in its ice rink facilities; and the provision of management and consulting services. The company also offers hockey, skating, soccer, and ringette programs; organizes youth and adult tournaments; and operates hockey leagues. As of June 25, 2012, it owned and managed 19 facilities in Canada and the United States containing 60 surfaces including ice rinks and indoor soccer fields, as well as ball diamonds, beach volleyball courts, outdoor soccer, curling, and pool. The company was formerly known as Canlan Investment Corporation and changed its name to C anlan Ice Sports Corp. in 1999. Canlan Ice Sports Corp. was founded in 1956 and is headquartered in Burnaby, Canada. Canlan Ice Sports Corp. is a subsidiary of Bartrac Investments Ltd.

Best Financial Companies To Buy For 2015: Nevada Geothermal Power Inc. (NGP.V)

Nevada Geothermal Power Inc. operates as a renewable energy producer focusing on the development of CLEAN electrical power from high temperature geothermal resources. It holds leasehold interests in eight geothermal projects, including Blue Mountain, Pumpernickel, North Valley, and Edna Mountain in Nevada; New Truckhaven, East Brawley, and South Brawley in California; and Crump Geyser in Oregon. The company was formerly known as Continental Ridge Resources Inc. and changed its name to Nevada Geothermal Power Inc. in May 2003. Nevada Geothermal Power Inc. was founded in 1995 and is based in Vancouver, Canada.

Top International Companies To Own For 2015: Computer Programs and Systems Inc.(CPSI)

Computer Programs and Systems, Inc., a healthcare information technology company, designs, develops, markets, installs, and supports computerized information technology systems to small and midsize hospitals in the United States. Its enterprise-wide system automates the management of clinical and financial data across the primary functional areas of a hospital. The company offers services that enable customers to outsource certain data-related business processes in the areas of clinical care, revenue cycle management, cost control, and regulatory compliance. Its software products include Patient Management, which enables a hospital to identify a patient at any point in the healthcare delivery system, and to collect and maintain patient information through the process of patient care; Financial Accounting that provides various business office applications to track and coordinate information needed for managerial decision-making; and Clinical, which automates record keeping and reporting for a range of clinical functions, such as laboratory, radiology, physical therapy, respiratory care, and pharmacy. The company?s software products also comprise Patient Care that allows hospitals to create computerized patient files; and Enterprise Applications, which provide software applications that support its products for use in various areas of the hospital. In addition, it offers support and maintenance services; business management services, including electronic billing, statement processing, accounts receivable management, payroll processing, contract management, and insurance services; and system implementation and training services, such as conversion and training. Further, the company sells computer hardware, peripherals, forms, and office supplies. It serves acute care community hospitals; and small specialty hospitals that focus on medical areas, such as surgery, rehabilitation, and psychiatry. The company was founded in 1979 and is headquartere d in Mobile, Alabama.

Advisors' Opinion:
  • [By Sally Jones]

    Both CSP Inc. (CPSI) and ITT Educational Services Inc. (ESI) have struggled in the last year. Their revenues are way down as of the second quarter, year over year. Richard Blum�� Blum Capital Partners LP continues to trim sinking education companies where the company is 10% owner, and John Rogers of Ariel Capital Management cuts a long-held defense company that delivered high gains over five years.

Top International Companies To Own For 2015: Global Industries Ltd. (GLBL)

Global Industries, Ltd., together with its subsidiaries, provides construction and subsea services to the offshore oil and gas industry in the North America, Latin America, and the Asia Pacific/the Middle East regions. The company?s services include pipeline construction, platform installation and removal, construction support, diving services, diverless intervention, and marine support services. As of December 31, 2010, its fleet included four derrick lay barges, one pipelay/derrick vessel, one heavy lift ship, one pipelay barge, four multi-service vessels, one dive support vessel, and one offshore supply vessel. The company serves oil and gas producers and pipeline companies. The company was founded in 1973 and is headquartered in Carlyss, Louisiana.

Top International Companies To Own For 2015: National American University Holdings Inc.(NAUH)

National American University Holdings, Inc., through its subsidiary, Dlorah, Inc., engages in the ownership and operation of National American University that provides post-secondary education services primarily to working adults and other non-traditional students in the United States. It provides associate?s, bachelor?s, and master?s degrees programs in business-related disciplines, such as accounting, applied management, and business administration, as well as information technology; and healthcare-related disciplines, such as nursing and healthcare management. The company also offers diploma programs consisting of a series of courses focused on a particular area of study, for students who seek to enhance their skills and knowledge in the areas of healthcare coding, practical nursing, therapeutic massage, and veterinary assisting. National American University Holdings offers its courses through educational sites, as well as online. As of May 31, 2010, the company had enr olled approximately 3,565 students in online programs, 3,742 students on-campus, and 1,451 students in hybrid learning centers. In addition, it manages apartment units, as well as develops and sells multi family residential real estate in the Rapid City, South Dakota area. The company was founded in 1941 and is headquartered in Rapid City, South Dakota.

Top International Companies To Own For 2015: Macdonald Mines Exploration Ltd (BMK.V)

Macdonald Mines Exploration Ltd. engages in the in the identification, acquisition, and exploration of mineral properties with a focus on the Ring of Fire area of the James Bay Lowlands in northern Ontario, Canada. The company primarily explores for nickel, chromium, copper, zinc, vanadium, titanium, volcanic massive sulphides, magmatic massive sulphides, and platinum group elements. It holds interests in 73 contiguous mining claims in the Butler property covering an area of approximately 176.9 square kilometers; 14 contiguous mining claims in the Semple-Hulbert property covering an area of approximately 31.4 square kilometers; and 65 contiguous mining claims in the Sanderson property covering an area of approximately 148.0 square kilometers located in Ontario. The company also holds interests in 5 contiguous mineral dispositions in the Bob Lake property covering an area of approximately 230.0 square kilometers situated in Saskatchewan. Macdonald Mines Exploration Ltd. is based in Toronto, Canada.

Top International Companies To Own For 2015: Lookers(LOOK.L)

Lookers plc engages in the sale, hire, and maintenance of motor vehicles and motorcycles in the United Kingdom. The company sells new and used cars, tires, oil, franchise parts, and accessories, as well as offers vehicle servicing and repair. It also engages in arranging vehicle financing and related insurance products. The company offers various brands, such as Alfa Romeo, Aston Martin, Audi, Bentley, Chevrolet, Chrysler, Citroen, Dodge, Ferrari, Fiat, Ford, Honda, Hyundai, Jaguar, Jeep, Kia, Land Rover, Lexus, Maserati, Mazda, Mercedes-Benz, Nissan, Peugeot, Renault, Saab, Seat, Skoda, Smart, Toyota, Vauxhall, Volkswagen, and Volvo, as well as BMW and Yamaha. It operates 119 motor franchise dealerships representing 33 marques in 71 sites. Lookers plc was founded in 1908 and is headquartered in Manchester, the United Kingdom.

Top International Companies To Own For 2015: Methanex Corp Com Npv (MX.TO)

Methanex Corporation, together with its subsidiaries, engages in the production, marketing, and sale of methanol. The company also purchases and re-sells methanol produced by others. Its methanol is a clear liquid commodity chemical that is used to produce traditional chemical derivatives, including formaldehyde, acetic acid, and various other chemicals. The company�s methanol is also used in energy-related applications; for blending into gasoline, as a feedstock in the production of dimethyl ether, which can be blended with liquefied petroleum gas for use in household cooking and heating, and in the production of biodiesel; and used to produce methyl tertiary-butyl ether, a gasoline component, as well as used into olefins applications. The company supplies its methanol to petrochemical producers and distributors in North America, the Asia Pacific, Europe, and Latin America. Methanex Corporation was founded in 1968 and is headquartered in Vancouver, Canada.

Top International Companies To Own For 2015: NeoStem Inc (NBS)

NeoStem, Inc., incorporated on September 18, 1980, operates in cellular therapy industry. Cellular therapy addresses the process by which new cells are introduced into a tissue to prevent or treat disease, or regenerate damaged or aged tissue, and consists of a separate therapeutic technology platform in addition to pharmaceuticals, biologics and medical devices. The Company�� business model includes the development of novel cell therapy products, as well as operating a contract development and manufacturing organization (CDMO) providing services to others in the regenerative medicine industry. Progenitor Cell Therapy, LLC, the Company�� wholly owned subsidiary (PCT), is a CDMO in the cellular therapy industry. PCT has provided pre-clinical and clinical current Good Manufacturing Practice (cGMP) development and manufacturing services to over 100 clients advancing regenerative medicine product candidates through rigorous quality standards all the way through to human testing.

PCT has two cGMP, cell therapy research, development, and manufacturing facilities in New Jersey and California, serving the cell therapy community with integrated and regulatory compliant distribution capabilities. Its core competencies in the cellular therapy industry include manufacturing of cell therapy-based products, product and process development, cell and tissue processing, regulatory support, storage, distribution and delivery and consulting services. The Company�� wholly-owned subsidiary, Amorcyte, LLC (Amorcyte) is developing its own cell therapy, AMR-001, for the treatment of cardiovascular disease. AMR-001 represents its clinically advanced therapeutic product candidate and enrollment for its Phase II PreSERVE clinical trial to investigate AMR-001's safety and efficacy in preserving heart function after a heart attack in a particular type of post Acute Myocardial Infarction (AMI) patients.

Through the Company�� subsidiary, Athelos Corporation (Athelos), the Company is collaborating w! ith Becton-Dickinson in early stage clinical development of a therapy utilizing T-cells, collaborating for autoimmune and inflammatory conditions, including but not limited to, graft vs. host disease, type 1 diabetes, steroid resistant asthma, lupus, multiple sclerosis and solid organ transplant rejection. The Company�� pre-clinical assets include its Very Small Embryonic Like (VSEL) Technology platform. The Company has basic research and development capabilities, manufacturing facilities on both the east and west coast of the United States.

Advisors' Opinion:
  • [By John Udovich]

    The results of a recent Pew Center Poll regarding attitudes towards abortion and various forms of stem cell research could be a good sign for the stem cell industry along with small cap stem cell stocks like StemCells Inc (NASDAQ: STEM), NeoStem Inc (NASDAQ: NBS), Neuralstem, Inc (NYSEMKT: CUR),�International Stem Cell Corp (OTCMKTS: ISCO) and BioRestorative Therapies (OTCBB: BRTX). Basically, Americans think that having an abortion is a moral issue with 49% of American adults believing abortion is morally wrong, 23%�view it not as a moral issue and and 15% view it as morally acceptable. However and when Americans were asked about issues surrounding�human embryos, such as stem cell research or in vitro fertilization, as a matter of morality, their views were different.

Top International Companies To Own For 2015: Farm Pride Foods Ltd(FRM.AX)

Farm Pride Foods Ltd engages in producing, processing, manufacturing, and selling egg and egg products primarily in Australia. Its product range includes chilled and frozen whole egg products, chilled and frozen egg whites and egg yolk products, egg powders, hard boiled eggs, scrambled egg mix, fried eggs, poached eggs, crepes, and egg and mayonnaise fillings. The company offers its products primarily under Free Range, Omega 3 Free Range, Cage Free Barn Laid, Omega 3 Cage, and Cage Laid brands. It serves primarily to food manufacturers, caterers, and food service industries, as well as other institutions. The company is based in Keysborough, Australia.

Top International Companies To Own For 2015: SORL Auto Parts Inc.(SORL)

SORL Auto Parts, Inc., through its principal operating subsidiary, Ruili Group Ruian Auto Parts Co., Ltd., engages in the development, manufacture, and distribution of automotive brake systems and other safety related auto parts for commercial vehicles, such as trucks and buses. The company, through its 90% ownership in Ruili Group Ruian Auto Parts Co., Ltd., a Sino-foreign joint venture, offers various products, including spring brake chamber, clutch servos, air dryers, relay valves, and hand brake valves. It also provides auto metering products, auto electric products, anti-lock brake systems, retarders, hydraulic brakes, and power steering products. SORL Auto Parts, Inc. markets its products under the SORL brand to automotive original equipment manufacturers and the related aftermarket customers in the People?s Republic of China and internationally. The company was founded in 2003 and is headquartered in Ruian City, the People?s Republic of China.

Top International Companies To Own For 2015: Dividend 15 Split Corp (DFN)

Dividend 15 Split Corp is a mutual fund company. The Company�� investment objectives are to provide holders of Preferred Shares with fixed cumulative preferential monthly cash dividends; to provide holders of Class A Shares with regular monthly cash distributions, and to return the original issue price to holders of Preferred Shares and Class A Shares, respectively. The assets of the Company are invested in a managed portfolio of common shares (the Portfolio), which primarily includes securities of the publicly traded Canadian companies or income trusts (the Portfolio Companies). Its portfolio includes Bank of Montreal, The Bank of Nova Scotia, BCE Inc., Canadian Imperial Bank of Commerce, CI Financial Corp., Enbridge Inc. and Manulife Financial Corporation, amongst others. It may also invest up to 15% of the net asset value in equity securities of issuers other than the Portfolio Companies. Quadravest Capital Management Inc. is the manager and investment manager for the Company.

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