Thursday, September 4, 2014

5 Best Trucking Stocks To Watch For 2014

Investors who follow the industrial sector closely should be ready for a busy week ahead, as some of the top names turn up with their quarterly earnings reports. One company to pay attention to is PACCAR (NASDAQ: PCAR  ) .

PACCAR's earnings release is important for two reasons. One, it tells a good deal about the shape of things in the trucking industry. Two, as Cummins' (NYSE: CMI  ) largest customer, PACCAR can also give investors an idea of what to expect from Cummins' quarterly numbers, which will be up about a week later.

More importantly, what PACCAR delivers Tuesday will determine whether its stock can maintain its new-found momentum. The stock is holding up strong, having gained a solid 20% over the past three months riding on encouraging industry news, such as record highs for truck tonnage in May.

Image from www.fleetowner.com.

Yet the excitement might fizzle out next week, if analyst estimates of a 10% drop in PACCAR's second-quarter earnings per share on 7% lower revenue come true. Industry sales figures for big trucks were mixed in the past quarter, with two months of gains interspersed with one month of decline. Moreover, peer Navistar International (NYSE: NAV  ) reported a sharp 23% dip in revenue for the second quarter, driven largely by lower truck and engine volumes.

Top India Companies To Buy Right Now: Templeton Russia Fund Inc.(TRF)

Templeton Russia and East European Fund Inc. is a closed-ended mutual fund launched by Franklin Templeton Investments. It is managed by Templeton Asset Management Ltd. The fund invests in public equity markets in Russia and Eastern Europe. It focuses on investments across diversified sectors. The fund employs a value-oriented approach to invest in companies. It focuses on market price of a company's securities relative to the evaluation of the company's long-term earnings, asset value, and cash flow potential for selecting individual securities. The fund also considers positioning of security in the sector, the economic framework, and political environment to create its portfolio. Templeton Russia and East European Fund Inc was formed in June 15, 1995 and is domiciled in the United States.

Advisors' Opinion:
  • [By STANSBERRYRESEARCH]

    The Templeton Russia Fund (TRF) is about to get crushed again. Stuffed with Russian oil and bank stocks, this ETF is one of the few direct Russia plays in the market... This spring, the premium on TRF hit a whopping 35%. You had to pay $1.35 for every $1 of real value. This huge overvaluation was corrected when emerging markets got obliterated in May. The Russia Fund fared the worst, falling 47% from its peak.

5 Best Trucking Stocks To Watch For 2014: Walter Energy Inc.(WLT)

Walter Energy, Inc. produces and exports metallurgical coal for the steel industry primarily in the United States. The company also produces thermal and industrial coal, anthracite, metallurgical coke, coal bed methane gas, and other related products. It principally serves electric utility and industrial customers. The company was formerly known as Walter Industries, Inc. and changed its name to Walter Energy, Inc. in April 2009. Walter Energy, Inc. was founded in 1946 and is headquartered in Birmingham, Alabama.

Advisors' Opinion:
  • [By Ben Levisohn]

    Knapp and Slover were also kind enough to provide a screen of stocks that could outperform. They started with the Russell 2000, removed the smallest 40% based on market cap (the aforementioned liquidity issues), then selected the 5% worst performers from among the 30% cheapest stocks based on book-to-price. The result is a bunch of names you never heard of, including Infinity Pharmaceuticals (INFI), Fusion-IO (FIO), Walter Energy (WLT), Hecla Mining (HL) and Molycorp�(MCP).

  • [By Monica Gerson]

    Walter Energy (NYSE: WLT) shares tumbled 12.98% to $7.91 after the company priced $200 million of 9.5% Senior Secured Notes and $350 million of Senior Secured Second Lien PIK Toggle Notes.

  • [By Jayson Derrick]

    Walter Energy (NYSE: WLT) announced that it will begin idling its Canadian operations which includes the Barzion and Wolverine coal mines in British Columbia. Shares gained 4.87 percent, closing at $8.18.

  • [By Jon C. Ogg]

    Walter Energy Inc. (NYSE: WLT) has been battered and is into metallurgical coal for the steel industry, as well as thermal and industrial coal and other coal products. It also just raised $450 million in senior secured notes, which originally was�going to be a $350 million offering. Goldman Sachs raised its rating to Neutral from Sell and raised its target to $15 from $10. This new target offers only modest upside from the $14.55 closing price, but note that the consensus analyst price target was $18 before this upgrade and raised target price.

5 Best Trucking Stocks To Watch For 2014: FuelCell Energy Inc.(FCEL)

FuelCell Energy, Inc., together with its subsidiaries, engages in the development, manufacturing, and sale of high temperature fuel cells for clean electric power generation primarily in South Korea, the United States, Germany, Canada, and Japan. The company offers proprietary carbonate Direct FuelCell Power Plants that electrochemically produce electricity from hydrocarbon fuels, such as natural gas and biogas. Its fuel cells operate on a range of hydrocarbon fuels, including natural gas, renewable biogas, propane, methanol, coal gas, and coal mine methane. The company also develops carbonate fuel cells, planar solid oxide fuel cell technology, and other fuel cell technologies. It provides its products to universities; manufacturers; mission critical institutions, such as correction facilities and government installations; hotels; and natural gas letdown stations, as well as to customers who use renewable biogas for fuel, including municipal water treatment facilities, br eweries, and food processors. The company was founded in 1969 and is headquartered in Danbury, Connecticut.

Advisors' Opinion:
  • [By Paul Ausick]

    The most heavily traded Nasdaq stocks today are Plug Power Inc. (NASDAQ: PLUG) and FuelCell Energy Inc. (NASDAQ: FCEL). The difference today is that the stock prices are tumbling, with Plug Power down 38.89% at $6.30 in a 52-week range of $0.15 to $11.70 (a new 52-week high today). The company�� stock is worth $0.50 a share according to an analyst at Citron Research, who recently had some very harsh things to say about 3D Systems Inc. (NYSE: DDD) as well. Plug Power�� share volume was nearly 8-times the daily average of around 31 million shares traded.

  • [By James E. Brumley]

    Back on March 11th, yours truly opined that the wild bullishness that had carried names like ZBB Energy Corporation (NYSEMKT:ZBB), Plug Power Inc. (NASDAQ:PLUG), FuelCell Energy Inc. (NASDAQ:FCEL), and Ballard Power Systems Inc. (NASDAQ:BLDP) to triple digit gains (in just a few days) was coming to a close, and taking profits on any and all of these stocks would be a good idea. It was an idea that went over like a lead balloon, judging from the responses I got. How ridiculous of me to turn bearish on those names! FCEL, PLUG, ZBB, and BLDP were all flying high, and obviously since they soared over the course of the two weeks leading up to that date, they could only keep going higher forever.

  • [By Dan Caplinger]

    FuelCell Energy (NASDAQ: FCEL  ) will release its quarterly report on Monday, and bullish investors have sent shares of this fuel-cell power-plant developer soaring in recent days as the space has drawn a lot of attention lately. With industry peer Plug Power (NASDAQ: PLUG  ) having made a deal with Wal-Mart to supply the retailer with fuel-cell power, Plug, Ballard Power Systems (NASDAQ: BLDP  ) , and FuelCell have all inspired dreams of huge growth in the near future.

  • [By James E. Brumley]

    For those of you that were lucky enough to read, and act on, my bullish call on ZBB Energy Corporation (NYSEMKT:ZBB) penned one week ago (almost to the hour), then congratulations - you're up 270%, give or take. Now get out. Seriously. I have a funny feeling that ZBB along with FuelCell Energy Inc. (NASDAQ:FCEL), Ballard Power Systems Inc. (NASDAQ:BLDP), and all the other names in the alternative electricity-production group are seeing their last hurrah today. The smart money is already thinking about getting out now, selling into the strength all the late-comers are creating for FCEL, BLDP, and its peers.

5 Best Trucking Stocks To Watch For 2014: Deutsche Boerse AG (DB1)

Deutsche Boerse AG is a Germany-based international financial marketplace operator. It operates four business segments: Xetra; Eurex; Clearstream, and Market Data & Analytics. The Xetra business segment comprises three business areas: cash market using the Xetra electronic trading system and Xetra Frankfurt specialist trading; central counterparty for equities, and admission of securities to listing. The Eurex business segment comprises four business areas: electronic derivatives market trading platform Eurex; electronic options trading platform ISE; over-the-counter trading platforms Eurex Bonds, Eurex Repo, and Eurex Clearing. The Clearstream business segment comprises three business areas: custody, administration and settlement services for securities; global securities financing services, and investment funds services. The Market Data & Analytics business segment comprises two business areas: sales of price information and information distribution, and index development and sales. Advisors' Opinion:
  • [By Whitney Kisling]

    A fault today halted transactions on Deutsche Boerse AG (DB1)�� Eurex unit, Europe�� largest derivatives market, for about an hour through 9:20 a.m. Frankfurt time.

  • [By Nikolaj Gammeltoft]

    The mishap followed others earlier in the week. An Oct. 30 malfunction interrupted data transmission at Deutsche Boerse AG (DB1)�� International Securities Exchange, while Nasdaq was unable to distribute prices for its benchmark stock indexes for almost an hour on Oct. 29. The breakdowns refocused concern that the distribution of trading over dozens of mostly automated venues has made U.S. securities markets fundamentally flawed.

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