Tag Archives: LEN

Top 10 High Tech Stocks To Watch For 2018

The British are leaving, the British are leaving…and that was enough to sink stocks this week.

Getty Images

The S&P 500 dropped 0.7% this week after declining 0.3% to 2,153.74 today, while the Dow Jones Industrial Average declined 0.4% this week after slipping 28.01 points, or 0.2%, to 18,240.49 today. The Nasdaq Composite fell 0.4% this week after dropping 0.3% to5,292.40 today.

What did the British do? First, Prime Minister Theresa May said that the U.K. will invoke Article 50 to leave the European Union by March 2017. Citigroup’s Christian Schulz and team consider the impact of what’s being called a “hard Brexit”:

Just as UK economic sentiment is recovering from the initial shock of the vote to leave the EU, the tone and announcements at the Conservative Party conference (CPC) risk shaking that resilience again. The clear message from the new PM has been about the priority of national identity considerations and containing immigration, plus more economic intervention. Theresa Mays commitment to trigger the exit process by invoking Article 50 TEU dashes any hopes that the Brexit process would be delayed or even overturned by parliament or the UKs nations. The additional commitment to insist on new immigration controls and the explicit ruling out of the Norwegian and Swiss models of EU relations raise the risk that the UK could exit the Single Market and all other relations with the EU abruptly in spring 2019. Customs Union exit should not come as a surprise but completes the set of disruptive policies, as does the commitment to crack down on perceived corporate misbehavior. The only hope, as far as we can see, is that the potentially large economic and political damage of such an outcome will force the UK and the EU to avoid it or that they will at least draw out the process by agreeing to a bridge model with some Single Market access to follow the Article 50 TEU period. However, with the risk of hard Brexit now firmly on the map, preparations for the worst case will have to intensify on both sides of the English Channel, and the economic consequences are likely to be felt more on its northern shore.

Top 10 High Tech Stocks To Watch For 2018: Grifols, S.A.(GRFS)

Advisors’ Opinion:

  • [By Monica Wolfe]

    Grifols SA (GRFS)

    Paulsons fourth largest holding is in Grifols SA where he holds on to 19,786,279 shares of the companys stock. His position in the company represents 4% of his total portfolio and 5.76% of the companys shares outstanding.

Top 10 High Tech Stocks To Watch For 2018: Luby's, Inc.(LUB)

Advisors’ Opinion:

  • [By Monica Gerson]

    Luby’s, Inc. (NYSE: LUB) is expected to post earnings for the latest quarter.

    Simulations Plus, Inc. (NASDAQ: SLP) is estimated to post its quarterly earnings at $0.07 per share on revenue of $5.00 million.

Top 10 High Tech Stocks To Watch For 2018: Staples, Inc.(SPLS)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Staples, Inc. (NASDAQ: SPLS) got a boost, shooting up 7 percent to $9.25 on chatter that the company is targeted for an acquisition. Sycamore Partners, a private equity giant, is reportedly in advanced talks to acquire the office supply retailer, Reuters reported. The deal could value Staples at more than $6 billion, a premium to Staples' valuation of $5.60 billion as of Wednesday's market close.

  • [By Casey Wilson]

    The company was set to merge with its last remaining rival, Staples Inc. (Nasdaq: SPLS), this year, but was denied by a federal judge on May 10 because of antitrust concerns.

  • [By Ben Levisohn]

    Staples (SPLS) soared to the top of the S&P 500 today on reports that the office-supplies retailer was considering selling itself.

    Agence France-Presse/Getty Images

    Staples gained 9.8% to $9.51 today, while the S&P 500 ticked up 0.1% to 2,360.16.

    CFRA’s Efraim Levy doesn’t see a “natural buyer” for Staples but remain Buy rated anyway:

    Shares are higher on an unconfirmed WSJ report that SPLS is looking at the possible sale of the company. Our fundamentally valued 12-month target of $11, applies a below historical average P/E of 12.1X our FY 18 EPS estimate, given office industry challenges. Our target has 11% upside, plus a 5.5% yield. We don’t see a natural buyer for a large physical store office supply presence, although an activist/private-equity buyer is a possibility. To make an acquisition worthwhile, a buyer would have to be more aggressive in cost cutting and use of cash flow than SPLS’s existing plan.

    Staples’ market capitalization rose to $6.2 billion today from $5.7 billion yesterday. It reported a net loss of $459 million on sales of $18.2 billion in fiscal 2017.

  • [By Brian Feroldi, Anders Bylund, and Cory Renauer]

    Read on to see why a team of Fools think thatStaples (NASDAQ:SPLS), Mattel (NASDAQ:MAT), and GNC Holdings (NYSE:GNC) are all high-yield stocks that should be avoided.

  • [By Ben Levisohn]

    Staples (SPLS) tumbled to the bottom of the S&P 500 today after releasing earnings today.

    Getty Images

    Staples dropped 5.2% to $8.49 at 4:45 p.m. today, while the S&P 500 rose 0.1% to 2,364.87.

    Staples reported a profit of 25 cents a share, missing forecasts for 26 cents a share, on sales of $4.6 billion, missing expectations for $5.04 billion. Staples said it would earn from 15 cents to 18 cents in the first quarter of 2017, while analysts had been predicting 17 cents. Staples also said it would close 70 stores in 2017 after closing 48 in 2016.

    Staples market capitalization fell to $5.5 billion today from $5.8 billion yesterday.

Top 10 High Tech Stocks To Watch For 2018: Callon Petroleum Company(CPE)

Advisors’ Opinion:

  • [By Lisa Levin]

    Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Thursday’s regular session.

Top 10 High Tech Stocks To Watch For 2018: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

  • [By Teresa Rivas]

    Lennar (LEN) reported better-than-expected fourth-quarter earnings on Monday.

    Courtesy of Toll Brothers

    The homebuilder said it earned $.134 a share, on revenue that climbed 14.6% year over year, to $3.38 billion. Analysts were looking for the company to earn $1.27 a share on revenue of $3.31 billion.

    Deliveries of new homes were up 7% to 8,228, while new orders climbed 9% to 6,598. The dollar value of new orders was $.24 billion, up 12%.

    Its backlog of homes climbed 15% in the quarter to 7 while its backlog dollar value gained 17% to $2.9 billion.

    MKM Partners Megan McGrath liked the quarter, although shes still on the sidelines with regard to the stock:

    Lennarreported an earnings beat yesterday, meeting or beating almost all key metric estimates. The stock traded flat vs. a flat S&P 500. Although in-line with our estimates, we believe that the gross margin guidance (down 50-100 bps next year) may have disappointed some investors. Homebuilding guidance was generally in-line with our estimates while guidance for the company’s ancillary businesses was better than our forecast.As a result, we are raising our FY17 EPS estimate to $4.13 from $4.01 and we are now more in-line with consensus. We maintain our Neutral ratingon the company given medium and longer-term concerns over rising mortgage rates and uncertainty over policy issues that could impact major financial decisions for potential buyers next year.

    Lennar is down 1.2% at recent check, and has lost 12% this year.

     

  • [By WWW.GURUFOCUS.COM]

    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.

    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.

    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

  • [By Todd Shriber, ETF Professor]

    The index NAIL tries to deliver triple the daily returns of is top heavy. D.R. Horton Inc. (NYSE: DHI), Lennar Corp. (NYSE: LEN), NVR Inc. (NYSE: NVR), Pulte Group Inc. (NYSE: PHM), Toll Brothers Inc. (NYSE: TOL) and Home Depot Inc. (NYSE: HD) account for a significant portion of the benchmark's weight.

Top 10 High Tech Stocks To Watch For 2018: Netlist, Inc.(NLST)

Advisors’ Opinion:

  • [By Jim Robertson]

    On Friday, our Elite Opportunity Pronewsletter suggested small cap data/memory solutions stocksNetlist, Inc (NASDAQ: NLST) as a long/bullish position for our short term portfolio:

Top 10 High Tech Stocks To Watch For 2018: ProShares UltraShort Nasdaq Biotechnology(BIS)

Advisors’ Opinion:

  • [By Jim Robertson]

    Yesterday, our Elite Opportunity Pronewsletter suggested the ProShares UltraShort Nasdaq Biotech (NASDAQ: BIS) and Direxion Daily S&P Biotech Bear 3X Shares (NYSEARCA: LABD) as ways to short biotech onshort termweakness in the sector, but our suggestion comes with a long termcaveat:

Top 10 High Tech Stocks To Watch For 2018: Plug Power Inc.(PLUG)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows shares of FuelCell Energy along withalternative energy or fuel cell stocks like Ballard Power Systems Inc (NASDAQ: BLDP) and Plug Power Inc (NASDAQ: PLUG) all peaking in 2014 with some signs of stabilization early last year before they fell lower:

  • [By Peter Graham]

    The Q4 2016 earnings report for small cap fuel cell stock Plug Power Inc (NASDAQ: PLUG) is scheduled for before the market opens onThursday (March 9th). In late February, Plug Power announced preliminary 2016 financial results and introduced its full-year 2017 outlook:

  • [By Peter Graham]

    A long term performance chart shows shares of FuelCell Energy along withsmall cap alternative energy or fuel cell stocks like Ballard Power Systems Inc (NASDAQ: BLDP), Hydrogenics Corporation (NASDAQ: HYGS) and Plug Power Inc (NASDAQ: PLUG) all peaking in 2014 with some signs of stabilization early last yearalong withsome increase this year:

  • [By Rich Smith]

    Shares of fuel cell pioneer Plug Power (NASDAQ:PLUG) tumbled in Wednesday trading, closing the day down 13.7%.

    So what

    As we advised earlier today, Plug’s sell-off can be traced directly back to a downgrade to “sell” by Roth Capital earlier this morning. Roth had three main points to make in its downgrade. First, Plug Power reported “weak” earnings last quarter. Second, while that quarter didn’t include any sales from Plug’s widely touted alliance with Amazon.com (NASDAQ:AMZN), once those sales do begin to roll in later this year, Roth believes they will result in “poor quality of revenue, earnings, and gross margins” for Plug.

  • [By Kumar Abhishek]

    Shares of Plug Power Inc(NASDAQ:PLUG) have gained more than 65% since its earnings release on 9th March. Plug Power Inc’s share price plunged more than 10% on 9th March following a disappointing earnings announcement.For FY2016, Plug Power Inc had posted a net loss of $57.3 million on revenues of $85 million. However, the stock has made a smart comeback since then. Plug Power technical analysis charts show that the stock has breezed past its 50-day and 100-day simple moving averages (SMA) and is currently approaching the 200-day SMA resistance line.

Top 10 High Tech Stocks To Watch For 2018: Panhandle Royalty Company(PHX)

Advisors’ Opinion:

  • [By Lee Jackson]

    These companies also reported insider buying last week: Cidara Therapeutics Inc. (NASDAQ: CDTX), Ducommun Inc. (NYSE: DCO), HealthEquity Inc. (NASDAQ: HQY), Panhandle Oil and Gas Inc. (NYSE: PHX) and PolarityTE Inc. (NASDAQ: COOL).

  • [By Lisa Levin]

    Energy sector was the top gainer in the US market on Friday. Top gainers in the sector included Superior Energy Services, Inc. (NYSE: SPN), Panhandle Oil and Gas Inc. (NYSE: PHX), and SM Energy Co (NYSE: SM).

Top 10 High Tech Stocks To Watch For 2018: Internap Network Services Corporation(INAP)

Advisors’ Opinion:

  • [By Alex McGuire]

    These are the 10 best penny stocks that have seen the biggest returns over the last week (March 7 – March 14)…

    Penny StockCurrent PriceWeekly Gain (March 7 – March 14)Ocera Therapeutics Inc. (Nasdaq: OCRX)$1.47+147.1%Internap Corp. (Nasdaq: INAP)$3.28+41.4%Soligenix Inc. (Nasdaq: SNGX)$2.94+40%Navios Maritime Partners LP (NYSE: NMM)$2.63+37%QuickLogic Corp. (Nasdaq: QUIK)$2.14+30.5%Adamis Pharmaceuticals Corp. (Nasdaq: ADMP)$4.60+22.7EXCO Resources Inc. (NYSE: XCO)$0.65+20.5%Cyclacel Pharmaceuticals Inc. (Nasdaq: CYCC)$4.38+20.3%Hebron Technology Co. Ltd. (Nasdaq: HEBT)$3.99+19.1%Curis Inc. (Nasdaq: CRIS)$2.85+18.4%

    As a reminder, this is only a tracking metric of penny stocks trading on SEC-regulated exchanges like the Nasdaq and NYSE. Although these top penny stocks are safer than those trading on the pink sheets, we don’t recommend buying any of them without the proper amount of financial research.

  • [By Lisa Levin]

    Shares of Internap Corp (NASDAQ: INAP) got a boost, shooting up 28 percent to $2.32 as the company reported that it has raised $43 million in a common equity private placement.

  • [By Lisa Levin]

    Shares of Internap Corp (NASDAQ: INAP) got a boost, shooting up 13 percent to $2.97 on strong quarterly results. Stifel Nicolaus upgraded Internap from Hold to Buy and raised the price target from $2.00 to $5.50.

Top 10 Clean Energy Stocks To Buy Right Now

America’s job market is hotter than Taylor Swift’s new album.

The country has added jobs for 86 consecutive months — the longest streak on record — according to the Labor Department. Its numbers date back to 1939.

The unemployment rate has ticked down to 4.1%, the lowest level since 2000. Compare that to 10%, which it reached in October 2009, when the economy was in shambles. Experts say that the current low rate shows it won’t get much better than this.

“The overwhelming evidence from the labor market is that the economy is, in fact, at full employment,” says David Kelly, chief global strategist at JPMorgan Funds.

Americans seem to be shedding some recession scars. Consumer confidence is near its highest level in 17 years, fueled by a strong job market and the Republicans’ long-anticipated tax reform plan, which was signed into law last week.

And jobless claims have reached their lowest level this year since 1973. The labor force was much smaller back then.

Top 10 Clean Energy Stocks To Buy Right Now: Forward Pharma A/S(FWP)

Advisors’ Opinion:

  • [By George Budwell]

    Shares of theDanish drugmaker Forward Pharma A/S (NASDAQ:FWP) gained 48.2% yesterday as the result of a settlement and licensing deal with Biogen (NASDAQ:BIIB)involving an ongoing patent dispute over the multiple sclerosis drug Tecfidera. Per the terms of the deal, Biogen will fork overa non-refundable$1.25 billion licensing fee, and possibly pay 10% to 20% royalties on Tecfidera’snet sales to Forward starting in 2021.

  • [By Jim Robertson]

    Last Friday, our Under the Radar Moversnewsletter suggested going long on small cap clinical-stage biopharmaceutical stock Forward Pharma A/S (NASDAQ: FWP):

Top 10 Clean Energy Stocks To Buy Right Now: Silicon Graphics International Corp(SGI)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows Cray Incstill and by far outperforming other supercomputer players likelarge caps International Business Machines Corp (NYSE: IBM) andHewlett-Packard Company (NYSE: HPQ) plus small cap Silicon Graphics International Corp (NASDAQ: SGI):

Top 10 Clean Energy Stocks To Buy Right Now: EQT GP Holdings, LP(EQGP)

Advisors’ Opinion:

  • [By Elizabeth Balboa]

    Not only does Jana consider the deal price overvalued, but it looks to redirect EQT’s focus to a breakup of pipeline operations to transform the core company into an exploration & production firm. The pipelines already trade publicly under EQT Midstream Partners LP (NYSE: EQM) and EQT GP Holdings LP (NYSE: EQGP).

Top 10 Clean Energy Stocks To Buy Right Now: Liberty Broadband Corporation(LBRDK)

Advisors’ Opinion:

  • [By Andrew Tonner]

    After focusing on his philanthropic activities for a number of years, Soros resumed a more active role at his eponymous Soros Fund Management in mid-2016.Around the same time,the famed investor loaded up on shares of Liberty Broadband (NASDAQ:LBRDK) (NASDAQ:LBRDA), and the roughly $615 million stake he owns in the company represented his largest holding in his latest quarterly filing — and for good reason.

Top 10 Clean Energy Stocks To Buy Right Now: Yanzhou Coal Mining Company Limited(YZC)

Advisors’ Opinion:

  • [By Lisa Levin]

    Thursday afternoon, energy shares slipped by just 0.1 percent. Meanwhile, top gainers in the sector included Superior Energy Services, Inc. (NYSE: SPN), and Yanzhou Coal Mining Co Ltd (ADR) (NYSE: YZC).

Top 10 Clean Energy Stocks To Buy Right Now: Heartware International, Inc.(HTWR)

Advisors’ Opinion:

  • [By Spencer Israel]

    4. HeartWare International Inc (NASDAQ: HTWR) – The heart device maker agreed to be acquired by Medtronic for $58 per share in cash two weeks ago. Prior to that the stock had been trading just above $30. 

Top 10 Clean Energy Stocks To Buy Right Now: Superior Energy Services Inc.(SPN)

Advisors’ Opinion:

  • [By Lisa Levin]

    Tuesday afternoon, the energy shares slipped by just 0.2 percent. Meanwhile, top gainers in the sector included Willbros Group Inc (NYSE: WG), up 7 percent, and Superior Energy Services, Inc. (NYSE: SPN), up 6 percent.

  • [By Lisa Levin]

    Energy sector was the top gainer in the US market on Friday. Top gainers in the sector included Superior Energy Services, Inc. (NYSE: SPN), Panhandle Oil and Gas Inc. (NYSE: PHX), and SM Energy Co (NYSE: SM).

  • [By Wayne Duggan]

    Instead, Genargo prefers oil services stocks with the most exposure to the U.S market. Loop names Halliburton Company (NYSE: HAL) as its top large-cap stock pick and Oil States International, Inc. (NYSE: OIS), Newpark Resources Inc (NYSE: NR) and Superior Energy Services, Inc. (NYSE: SPN) as its top small- and mid-cap stocks.

  • [By Lisa Levin]

    Thursday afternoon, energy shares slipped by just 0.1 percent. Meanwhile, top gainers in the sector included Superior Energy Services, Inc. (NYSE: SPN), and Yanzhou Coal Mining Co Ltd (ADR) (NYSE: YZC).

Top 10 Clean Energy Stocks To Buy Right Now: Cameco Corporation(CCJ)

Advisors’ Opinion:

  • [By Jim Robertson]

    Today, the Athabasca Basin is home to the McArthur River Uranium Mine -the worlds largest high-grade uranium deposit(accounting for 13% of world mine production) operated by mid cap uranium producer Cameco Corp (NYSE: CCJ).

  • [By Jim Robertson]

    Uranium was first discovered in the region in the 1940s with the first mine being the Rabbit Lake Mine which was discovered in 1968 by Gulf Mineral Resources and opened in 1975. The most important current mineisCameco Corps (NYSE: CCJ) McArthur River mine which isthe world’s largest high-grade uranium mine producing some 13% of global uranium production. Other important Athabasca Basin uranium mines include the Cigar Lake Mine, the Cluff Lake mine (now closed), the Key Lake mine and the McClean Lake mine plus the region continues to be an important center for uranium exploration for good reason as the following infographic illustrates:

Top 10 Clean Energy Stocks To Buy Right Now: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By WWW.GURUFOCUS.COM]

    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.

    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.

    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

  • [By Todd Shriber, ETF Professor]

    The index NAIL tries to deliver triple the daily returns of is top heavy. D.R. Horton Inc. (NYSE: DHI), Lennar Corp. (NYSE: LEN), NVR Inc. (NYSE: NVR), Pulte Group Inc. (NYSE: PHM), Toll Brothers Inc. (NYSE: TOL) and Home Depot Inc. (NYSE: HD) account for a significant portion of the benchmark's weight.

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

Top 10 Clean Energy Stocks To Buy Right Now: Sinovac Biotech Ltd.(SVA)

Advisors’ Opinion:

  • [By Monica Gerson]

    Sinovac Biotech Ltd. (NASDAQ: SVA) is expected to post its quarterly earnings.

    Supercom Ltd (NASDAQ: SPCB) is estimated to post its quarterly earnings at $0.15 per share on revenue of $9.03 million.

Hot Safest Stocks To Own Right Now

Count me among the investors who see the current rebound in retailers – mall retailers, in particular – as little more than a ‘dead cat bounce’. The long-term trend for the space is negative: there is simply no way that brick-and-mortar retailers can grow profits when traffic is declining, as appears likely to be the case long term.

In that context alone, the 28% gain in Vera Bradley (VRA) shares after the company’s Q3 report on Wednesday morning is overdone. VRA now has bounced 58% since touching an all-time low less than five weeks ago. Its enterprise value has close to doubled. And yet little has changed – and that goes for the supposed Q3 beat as well.

From a headline standpoint, VRA’s Q3 looks like a nice win, particularly on the bottom line. EPS of $0.23 beat consensus by $0.09; what was predicted to be a 33% decline instead turned out to be a 9.5% year-over-year increase. But all – all – of the beat came from two factors that do literally nothing to improve or even change the company’s forward-looking prospects.

Hot Safest Stocks To Own Right Now: BioMarin Pharmaceutical Inc.(BMRN)

Advisors’ Opinion:

  • [By Keith Speights]

    You might not have heard too much about Akebia Therapeutics (NASDAQ:AKBA), BioMarin Pharmaceutical (NASDAQ:BMRN), and Idera Pharmaceuticals (NASDAQ:IDRA). These are three biotech stocks that you could be overlooking — but deserve your attention. Here’s why.

  • [By Ben Levisohn]

    Skorney’s namesVertex Pharmaceuticals (VRTX),Sarepta Therapeutics (SRPT), and Curis (CRIS) his top biotech picks for 2017, while Ulz chosesBioMarin Pharmaceutical (BMRN) andParatek Pharmaceuticals (PRTK).

  • [By George Budwell, Rich Smith, and Matthew DiLallo]

    With this question in mind, we asked three of our contributors which stocks they recommend to buy and hold for the next 20 years. They suggestedBioMarin Pharmaceutical (NASDAQ:BMRN), Enterprise Products Partners (NYSE:EPD), andLockheed Martin (NYSE:LMT). Below, they discuss why they chose these particular stocks, and why investors with a long-term outlook may want to consider adding them to their portfolios right now.

Hot Safest Stocks To Own Right Now: Dynavax Technologies Corporation(DVAX)

Advisors’ Opinion:

  • [By Lisa Levin] Gainers
    Loxo Oncology Inc (NASDAQ: LOXO) rose 32.7 percent to $65.00 in pre-market trading after the company reported that larotrectinib trial demonstrated 76 percent confirmed objective response rate.
    Dynavax Technologies Corporation (NASDAQ: DVAX) shares rose 22 percent to $7.20 in the pre-market trading session after the company on Friday presented updated data for SD-101 in combination with KEYTRUDA.
    Puma Biotechnology Inc (NASDAQ: PBYI) rose 21.7 percent to $99.75 in pre-market trading as the company disclosed positive PB272 Phase 2 data from TBCRC 022 trial at ASCO17.
    Helios and Matheson Analytics Inc (NASDAQ: HMNY) shares rose 20.7 percent to $3.21 in pre-market trading after the company reported that RedZone has acquired all the assets of Trendit including three technology patents.
    Forestar Group Inc. (NYSE: FOR) rose 13.1 percent to $16.05 in pre-market trading after D.R. Horton, Inc. (NYSE: DHI) proposed to buy 75 percent of Forestar Group for $16.25 per share in cash.
    TG Therapeutics Inc (NASDAQ: TGTX) shares rose 12 percent to $15.50 in pre-market trading after the company said Phase 3 GENUINE trial met primary endpoint with TG-1101 + ibrutinib increasing overall response rate by >70 percent versuss ibrutinib alone.
    Gigamon Inc (NYSE: GIMO) gained 10.8 percent to $43.55. Reuters reported that Gigamon is exploring a potential sale.
    BioCryst Pharmaceuticals, Inc. (NASDAQ: BCRX) rose 8.7 percent to $6.00 in pre-market trading after the company announced Rapivab pediatric sNDA acceptance by the FDA.
    Array Biopharma Inc (NASDAQ: ARRY) rose 7.2 percent to $8.77 in pre-market trading after gaining 5.68 percent on Friday.
    Ehi Car Services Ltd (ADR) (NYSE: EHIC) shares rose 6.4 percent to $10.76 in pre-market trading. eHi Car Services posted Q1 earnings of $0.06 on sales of $89.43 million.
    Skyworks Solutions Inc (NASDAQ: SWKS) rose 5.9 percent to $114.79 in pre-market trading after gaining 0.69 percent on Friday.
    Sorl Auto
  • [By Lisa Levin]

    Dynavax Technologies Corporation (NASDAQ: DVAX) shares were also up, gaining 17 percent to $6.88 after the company on Friday presented updated data for SD-101 in combination with KEYTRUDA.

  • [By WWW.KIPLINGER.COM]

    Add Dynavax Technologies Corp. (DVAX) to the list of biotech stocks to watch on or a little before Dec. 15. Thats when the company is going to get a yay or nay from the Food & Drug Administration about Heplisav-B as a treatment for hepatitis B in people with type 2 diabetes

Hot Safest Stocks To Own Right Now: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By Lisa Levin] Related LOV Match Group And Spark Networks: A Valentine's Day Case Study 20 Biggest Mid-Day Losers For Thursday
    Related VKTX 15 Biggest Mid-Day Losers For Tuesday 18 Biggest Mid-Day Losers For Wednesday Companies Reporting Before The Bell
    Canadian Solar Inc. (NASDAQ: CSIQ) is expected to report its quarterly earnings at $0.32 per share on revenue of $690.27 million.
    General Mills, Inc. (NYSE: GIS) is projected to report its quarterly earnings at $0.71 per share on revenue of $3.84 billion.
    Coca-Cola European Partners Plc (NYSE: CCE) is estimated to report its quarterly earnings at $0.45 per share on revenue of $2.72 billion.
    Lands' End, Inc. (NASDAQ: LE) is expected to report its quarterly earnings at $0.35 per share on revenue of $459.43 million.
    Francesca's Holdings Corp (NASDAQ: FRAN) is estimated to report its quarterly earnings at $0.37 per share on revenue of $145.91 million.
    Cheetah Mobile Inc (ADR) (NYSE: CMCM) is projected to report its quarterly earnings at $0.06 per share on revenue of $178.04 million.
    Neogen Corporation (NASDAQ: NEOG) is estimated to report its quarterly earnings at $0.27 per share on revenue of $90.05 million.
    Lennar Corporation (NYSE: LEN) is projected to post earnings for its first quarter.
    Fifth Street Asset Management Inc (NASDAQ: FSAM) is expected to report its quarterly earnings at $0.14 per share on revenue of $25.12 million.

     

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

  • [By Todd Shriber, ETF Professor]

    The index NAIL tries to deliver triple the daily returns of is top heavy. D.R. Horton Inc. (NYSE: DHI), Lennar Corp. (NYSE: LEN), NVR Inc. (NYSE: NVR), Pulte Group Inc. (NYSE: PHM), Toll Brothers Inc. (NYSE: TOL) and Home Depot Inc. (NYSE: HD) account for a significant portion of the benchmark's weight.

  • [By WWW.GURUFOCUS.COM]

    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.

    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.

    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

  • [By The Ticker Tape]

    In addition to a tightening labor market and accelerating wage growth, the University of Michigan’s Consumer Sentiment Index is close to 10-year highs and expectations that mortgage rates will continue to rise could motivate some potential homebuyers that may have been holding off. When it comes to existing homes the prices are high and the inventory is low. The combination of these factors could create a favorable environment for new homebuilders and the broader housing sector.

    Will Homebuilders Benefit?
    Lennar Corporation (NYSE: LEN) reported Q1 earnings of $0.56 per share on March 21—slightly beating analyst expectations of $0.55 per share. New home orders were up 12% year-over-year on a unit basis. Lennar’s CEO, Stewart Miller, said “our homebuilding operations have gone from slow and steady to a faster than expected sales pace throughout our first quarter,” thanks to a combination of economic optimism, wage and job growth, and increasing consumer confidence.

    D.R. Horton and PulteGroup (PHM) are expected to report Q2 earnings on April 20th. Both companies beat analyst’s revenue and earnings expectations last quarter. Looking at Figure 1 below, all three of the major U.S. homebuilders have outperformed the S&P 500 year-to-date.

Hot Safest Stocks To Own Right Now: Annaly Capital Management Inc(NLY)

Advisors’ Opinion:

  • [By Amanda Alix]

    This development will likely give battered mREITs like Annaly Capital (NYSE: NLY  ) , Armour Residential (NYSE: ARR  ) , and American Capital Agency (NASDAQ: AGNC  ) a huge boost as investors begin to feel less panic regarding a tapering of the current QE3 program. Markets have responded to the Summers announcement by soaring skyward, apparently feeling relief and confidence about the fate of the taper.

  • [By Amanda Alix]

    It was just about one year ago that QE3 made its debut, and mortgage REITs, particularly agency-only players like Annaly Capital (NYSE: NLY  ) , Armour Residential (NYSE: ARR  ) , and American Capital Agency (NASDAQ: AGNC  ) began moaning about the increased competition for mortgage-backed securities guaranteed by Fannie Mae and Freddie Mac.

  • [By Dan Caplinger]

    Another tax-law provision gives favorable tax status to real-estate investment trusts. REITs make investments in real estate-related assets, and they’re required to pay out almost all their income to their shareholders annually.
    Simon Property Group (SPG) is one of the biggest REITs, focusing on shopping malls and paying a 3 percent yield. But other specialty areas of the REIT universe pay much higher dividends, with REITs like Annaly Capital (NLY) that invest in mortgage-backed securities topping the list with double-digit percentage yields.

  • [By Boniface Murigu]

    It’s no secret that mREITs such as American Capital Agency (NASDAQ: AGNC  ) (NASDAQ: AGNC  ) (NASDAQ: AGNC  ) , Annaly Capital Management (NYSE: NLY  ) (NYSE: NLY  ) (NYSE: NLY  ) ,and CYS Investmentshave gone through a very turbulent trading period, with all major players losing a sizable share of market value.

  • [By Ben Levisohn]

    Hatteras Financial (HTS) has jumped 9.4% to $15.60 after agreeing to be purchased byAnnaly Capital Management (NLY) for $1.5 billion.Annaly Capital Management has dropped 1.1% to $$10.30.

Hot Safest Stocks To Own Right Now: SuperCom, Ltd.(SPCB)

Advisors’ Opinion:

  • [By Monica Gerson]

    Supercom Ltd (NASDAQ: SPCB) is estimated to post its quarterly earnings at $0.15 per share on revenue of $9.03 million.

    Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

  • [By Lisa Levin]

    Supercom Ltd (NASDAQ: SPCB) shares shot up 53 percent to $4.17 after the company reported strong results for its third quarter. SuperCom expects FY17 sales of at least $35 million.

Hot Safest Stocks To Own Right Now: Applied Optoelectronics, Inc.(AAOI)

Advisors’ Opinion:

  • [By Lisa Levin]

    Applied Optoelectronics Inc (NASDAQ: AAOI) shares shot up 33 percent to $30.19 after the company raised its guidance for the fourth quarter. The company now projects adjusted earnings of $0.77 to $0.82 per share, on revenue of $84.5 million to $84.8 million.

  • [By Lisa Levin]

    Applied Optoelectronics Inc (NASDAQ: AAOI) was down, falling around 19 percent to $47.59 after the company offered a warning related to its upcoming third-quarter results Thursday afternoon. Applied Optoelectronics reduced its third-quarter sales guidance from a prior $107 million-$115 million to a new range of $88 million-$89 million. Earnings per share are expected to come in between $1.04 and $1.09, well below the previous guidance figures in the range of $1.30-$1.43. The company announced Thursday afternoon its largest customer, Amazon.com, Inc., is no longer placing orders to buy its components.

  • [By Dan Caplinger]

    The stock market mounted a last-minute rally to keep its string of winning days alive, as all three major market benchmarks recovered from losses during most of the day to close higher. The performance again showed the complete confidence that investors seem to have in the market’s longer-term future, despite the fact that some believe that stocks have generally risen too quickly and have been hoping for a pullback. Enough investors seem to be waiting for an opportunity to buy that losses have generally been muted and short-lived. Moreover, some good news sent many individual stocks higher, and Nordstrom (NYSE:JWN), RH (NYSE:RH), and Applied Optoelectronics (NASDAQ:AAOI) were among the top performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.

  • [By Lisa Levin]

    Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Thursday’s regular session.

  • [By Peter Graham]

    Small cap fiber-optic networking product Applied Optoelectronics (NASDAQ: AAOI), a potential peer of EMCORE Corporation (NASDAQ: EMKR), Finisar Corporation (NASDAQ: FNSR) and Oclaro Inc (NASDAQ: OCLR), is thefifth mostshorted stock on theNASDAQ with short interest of 47.69% according to Highshortnterest.com.

  • [By Lisa Levin]

    Applied Optoelectronics Inc (NASDAQ: AAOI) shares were also up, gaining 27 percent to $47.60 after reporting upbeat quarterly results.

    Equities Trading DOWN

usa stock market

A warning sign is flashing on Wall Street and highlighting growing uneasiness among investors that the stock market-rally inspired by President Donald Trumps pro-business policies may be starting to unwind.

Over the past two sessions, the number of New York Stock Exchange-traded stocks hitting 52-week lows exceeded those that hit 52-week highs for the first time since early November, indicating a pause in the run-up in equities that has resulted in a parade of all-time highs for the Dow Jones Industrial
DJIA, -0.14%
the S&P 500 index
SPX, -0.29%
and the Nasdaq Composite Index
COMP, -0.26%
since the November election.

usa stock market: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By Teresa Rivas]

    Lennar (LEN) reported better-than-expected fourth-quarter earnings on Monday.

    Courtesy of Toll Brothers

    The homebuilder said it earned $.134 a share, on revenue that climbed 14.6% year over year, to $3.38 billion. Analysts were looking for the company to earn $1.27 a share on revenue of $3.31 billion.

    Deliveries of new homes were up 7% to 8,228, while new orders climbed 9% to 6,598. The dollar value of new orders was $.24 billion, up 12%.

    Its backlog of homes climbed 15% in the quarter to 7 while its backlog dollar value gained 17% to $2.9 billion.

    MKM Partners Megan McGrath liked the quarter, although shes still on the sidelines with regard to the stock:

    Lennarreported an earnings beat yesterday, meeting or beating almost all key metric estimates. The stock traded flat vs. a flat S&P 500. Although in-line with our estimates, we believe that the gross margin guidance (down 50-100 bps next year) may have disappointed some investors. Homebuilding guidance was generally in-line with our estimates while guidance for the company’s ancillary businesses was better than our forecast.As a result, we are raising our FY17 EPS estimate to $4.13 from $4.01 and we are now more in-line with consensus. We maintain our Neutral ratingon the company given medium and longer-term concerns over rising mortgage rates and uncertainty over policy issues that could impact major financial decisions for potential buyers next year.

    Lennar is down 1.2% at recent check, and has lost 12% this year.

     

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By The Ticker Tape]

    In addition to a tightening labor market and accelerating wage growth, the University of Michigan’s Consumer Sentiment Index is close to 10-year highs and expectations that mortgage rates will continue to rise could motivate some potential homebuyers that may have been holding off. When it comes to existing homes the prices are high and the inventory is low. The combination of these factors could create a favorable environment for new homebuilders and the broader housing sector.

    Will Homebuilders Benefit?
    Lennar Corporation (NYSE: LEN) reported Q1 earnings of $0.56 per share on March 21—slightly beating analyst expectations of $0.55 per share. New home orders were up 12% year-over-year on a unit basis. Lennar’s CEO, Stewart Miller, said “our homebuilding operations have gone from slow and steady to a faster than expected sales pace throughout our first quarter,” thanks to a combination of economic optimism, wage and job growth, and increasing consumer confidence.

    D.R. Horton and PulteGroup (PHM) are expected to report Q2 earnings on April 20th. Both companies beat analyst’s revenue and earnings expectations last quarter. Looking at Figure 1 below, all three of the major U.S. homebuilders have outperformed the S&P 500 year-to-date.

usa stock market: Cipher Pharmaceuticals Inc.(CPHR)

Advisors’ Opinion:

  • [By Benzinga News Desk]

    Cipher Pharmaceuticals (NASDAQ: CPHR) is said to have hired an investment bank to explore strategic alternatives, according to sources as reported by Reuters on Monday. The sources said a potential sale of the Canada-based company is being considered. Cipher declined comment on the report.

usa stock market: Curis, Inc.(CRIS)

Advisors’ Opinion:

  • [By Paul Ausick]

    Curis Inc. (NASDAQ: CRIS) matched a 52-week low of $0.88 set Friday. The 52-week high is $3.48. Volume was about 4 million, four times the daily average of around 1 million. The drugmaker had no specific news Monday.

  • [By Ben Levisohn]

    Skorney’s namesVertex Pharmaceuticals (VRTX),Sarepta Therapeutics (SRPT), and Curis (CRIS) his top biotech picks for 2017, while Ulz chosesBioMarin Pharmaceutical (BMRN) andParatek Pharmaceuticals (PRTK).

  • [By Alex McGuire]

    These are the 10 best penny stocks that have seen the biggest returns over the last week (March 7 – March 14)…

    Penny StockCurrent PriceWeekly Gain (March 7 – March 14)Ocera Therapeutics Inc. (Nasdaq: OCRX)$1.47+147.1%Internap Corp. (Nasdaq: INAP)$3.28+41.4%Soligenix Inc. (Nasdaq: SNGX)$2.94+40%Navios Maritime Partners LP (NYSE: NMM)$2.63+37%QuickLogic Corp. (Nasdaq: QUIK)$2.14+30.5%Adamis Pharmaceuticals Corp. (Nasdaq: ADMP)$4.60+22.7EXCO Resources Inc. (NYSE: XCO)$0.65+20.5%Cyclacel Pharmaceuticals Inc. (Nasdaq: CYCC)$4.38+20.3%Hebron Technology Co. Ltd. (Nasdaq: HEBT)$3.99+19.1%Curis Inc. (Nasdaq: CRIS)$2.85+18.4%

    As a reminder, this is only a tracking metric of penny stocks trading on SEC-regulated exchanges like the Nasdaq and NYSE. Although these top penny stocks are safer than those trading on the pink sheets, we don’t recommend buying any of them without the proper amount of financial research.

usa stock market: Pure Cycle Corporation(PCYO)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Tuesday, utilities shares fell 0.46 percent. Meanwhile, top losers in the sector included Korea Electric Power Corporation (ADR) (NYSE: KEP), down 4 percent, and Pure Cycle Corporation (NASDAQ: PCYO), down 2 percent.

  • [By Jim Robertson]

    On Wednesday, our Under the Radar Moversnewsletter suggested small cap water and wastewater services stockPure Cycle Corporation (NASDAQ: PCYO) as a long/bullish trade:

usa stock market: Big 5 Sporting Goods Corporation(BGFV)

Advisors’ Opinion:

  • [By Nicholas Rossolillo]

    Dick’s Sporting Goods (NYSE:DKS) and Big 5 Sporting Goods (NASDAQ:BGFV) have both had a great 2016. As far as stock performance goes, Big 5 is the winner this year. But which company is in better shape for the new year?

usa stock market: BorgWarner Inc.(BWA)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Yesterday, I dubbed the selloff in auto stocks “car-pocalypse now,” as shares of everything car related tumbled following disappointing auto sales. Shares of General Motors (GM) and Ford Motor (F)? Check. Auto-part makers like BorgWarner (BWA)? Check. Used-car sellers like AutoNation (AN) and CarMax (KMX)? Check. Auto-part retailers like O’Reilly Automotive (ORLY) and AutoZone (AZO)? Oh yeah. So is it time to panic?

  • [By Ben Levisohn]

    Yesterday, Morgan Stanleys Adam Jonas cut Delphi Automotive (DLPH) to Underweight from Overweight citing the threat posed by electric cars (and not just Tesla Motors (TSLA)). Today, Bairds David Leiker and team offer a fuller defense of Delphi Automotive, as well as Borg Warner (BWA) and Lear (LEA):

Top Bank Stocks To Watch Right Now

Batten down the hatches. The Feds pretty much certain to hike interest rates for only the third time in 10 years, but all the central bank excitement could be scuppered by something as simple as a snowstorm.

A blizzard is moving in on the Northeast, and a state of emergency has been declared in New York City. That means traders will struggle to get to their desks in time for the market open.

Top Bank Stocks To Watch Right Now: Lennar Corp.(LEN)

Advisors’ Opinion:

  • [By Lisa Levin] Related LOV Match Group And Spark Networks: A Valentine's Day Case Study 20 Biggest Mid-Day Losers For Thursday
    Related VKTX 15 Biggest Mid-Day Losers For Tuesday 18 Biggest Mid-Day Losers For Wednesday Companies Reporting Before The Bell
    Canadian Solar Inc. (NASDAQ: CSIQ) is expected to report its quarterly earnings at $0.32 per share on revenue of $690.27 million.
    General Mills, Inc. (NYSE: GIS) is projected to report its quarterly earnings at $0.71 per share on revenue of $3.84 billion.
    Coca-Cola European Partners Plc (NYSE: CCE) is estimated to report its quarterly earnings at $0.45 per share on revenue of $2.72 billion.
    Lands' End, Inc. (NASDAQ: LE) is expected to report its quarterly earnings at $0.35 per share on revenue of $459.43 million.
    Francesca's Holdings Corp (NASDAQ: FRAN) is estimated to report its quarterly earnings at $0.37 per share on revenue of $145.91 million.
    Cheetah Mobile Inc (ADR) (NYSE: CMCM) is projected to report its quarterly earnings at $0.06 per share on revenue of $178.04 million.
    Neogen Corporation (NASDAQ: NEOG) is estimated to report its quarterly earnings at $0.27 per share on revenue of $90.05 million.
    Lennar Corporation (NYSE: LEN) is projected to post earnings for its first quarter.
    Fifth Street Asset Management Inc (NASDAQ: FSAM) is expected to report its quarterly earnings at $0.14 per share on revenue of $25.12 million.

     

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By The Ticker Tape]

    In addition to a tightening labor market and accelerating wage growth, the University of Michigan’s Consumer Sentiment Index is close to 10-year highs and expectations that mortgage rates will continue to rise could motivate some potential homebuyers that may have been holding off. When it comes to existing homes the prices are high and the inventory is low. The combination of these factors could create a favorable environment for new homebuilders and the broader housing sector.

    Will Homebuilders Benefit?
    Lennar Corporation (NYSE: LEN) reported Q1 earnings of $0.56 per share on March 21—slightly beating analyst expectations of $0.55 per share. New home orders were up 12% year-over-year on a unit basis. Lennar’s CEO, Stewart Miller, said “our homebuilding operations have gone from slow and steady to a faster than expected sales pace throughout our first quarter,” thanks to a combination of economic optimism, wage and job growth, and increasing consumer confidence.

    D.R. Horton and PulteGroup (PHM) are expected to report Q2 earnings on April 20th. Both companies beat analyst’s revenue and earnings expectations last quarter. Looking at Figure 1 below, all three of the major U.S. homebuilders have outperformed the S&P 500 year-to-date.

  • [By WWW.GURUFOCUS.COM]

    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.

    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.

    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday.
    General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates.
    Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million.
    South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

Top Bank Stocks To Watch Right Now: Galaxy Resources Limited (GALXF)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    ILC reminds me of Critical Elements [TSXV:CRE] (OTCQX:CRECF) having five projects (CRE has 11), and also of Galaxy Resources (ASX:GXY) (OTCPK:GALXF) by being diversified across brine and spodumene and across three continents. Also some similarity with Neo Lithium’s (OTC:NTTHF) [TSXV:NLC] early stage Argentinean brine project which I recently wrote about here. However, ILC trades at a much smaller market cap of US$8m to that of Critical Elements (US$85m) or Galaxy Resources (US$724m). This is partly due to ILC giving away significant percentages of their projects, and because they are still in the early stages of development.

Top Bank Stocks To Watch Right Now: BYD Company Limited (BYDDY)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    In this video I analyze BYD ltd. (OTCPK:BYDDY) (OTCPK:BYDDF) to see whether it is a great long-term investment opportunity given it is probable that China switches completely to electric vehicles by 2030. I discuss the fundamentals, the margins and where those stand in comparison to Daimler (OTCPK: DDAIF).

  • [By SEEKINGALPHA.COM]

    BYD Co. (OTCPK:BYDDY) (OTCPK:BYDDF) (HK:1211)

    On December 4, BYD’s CEO Wang presented “The company’s SkyRail electric monorail at the Mayors Summit in Mexico City before 500 guests. This included government officials from over 93 cities, more than 40 mayors, NGO representatives, business leaders, and the media.”

  • [By SEEKINGALPHA.COM]

    Some already had their autonomous car bets made with positions in both Tesla and Nvidia (NASDAQ:NVDA) surmising those will be the big winners. They have good company. Trip Chowdhry of Global Equities Research summed up his thesis for autonomous transportation and transportation in general going forward as Winners: Tesla, Nvidia; and Losers: Mobileye (NYSE:MBLY) and all traditional automakers. All traditional automakers? That’s basically every automaker on the planet besides Tesla and maybe Fisker and BYD (OTCPK:BYDDY), that’s a lot of losers. Trip is a talented analyst. I’ve followed him for many years (see his ranking on TipRanks here). Even for him, that’s a pretty bold statement. It got me thinking, is Tesla’s lead in the race for autonomous cars so great that the race is effectively over? I wanted to find out if I was using traditional methodologies too much, overthinking my picks and missing out on the bigger winner, Tesla.

Top Bank Stocks To Watch Right Now: M.D.C. Holdings, Inc.(MDC)

Advisors’ Opinion:

  • [By Lisa Levin]

    Cyclical consumer goods & services sector was the top gainer in the US market on Tuesday. Top gainers in the sector included M.D.C. Holdings, Inc. (NYSE: MDC), Delta Apparel, Inc. (NYSE: DLA), and Commercial Vehicle Group, Inc. (NASDAQ: CVGI).