Tag Archives: RDS.A

Top 10 Clean Energy Stocks For 2018

Courtesy of Nick Tomaino

Nick Tomaino, founder of 1confirmation

As more and more money seeks to enter the burgeoning field of blockchain-based crypto assets including more than a dozen hedge funds opening up this summer Coinbase alum Nick Tomaino launches a crypto venture fund, 1confirmation.

The fund, which is aiming to raise $20 million, has also secured investment from billionaire, Shark Tank judge and Dallas Mavericks owner Mark Cuban.

Differentiating himself from the hedge funds in the space, Tomaino says, Im most excited by entrepreneurs building new projects, and theres no fund right now thats solely focused on investing in both tokens and projects at the earliest stage of project development. (1confirmation’s name refers to the fact that blockchain-based transactions typically aren’t considered final until several blocks of transactions have been confirmed as added to the blockchain, making the first confirmation an early one.)

Top 10 Clean Energy Stocks For 2018: Contango Oil & Gas Company(MCF)

Advisors’ Opinion:

  • [By Lisa Levin]

    Wednesday afternoon, the energy shares surged 0.79 percent. Meanwhile, top gainers in the sector included Contango Oil & Gas Company (NYSE: MCF), up 13 percent, and Cenovus Energy Inc (USA) (NYSE: CVE), up 7 percent.

  • [By Lisa Levin]

    In trading on Thursday, energy shares were relative laggards, down on the day by about 0.87 percent. Meanwhile, top losers in the sector included NGL Energy Partners LP (NYSE: NGL), down 17 percent, and Contango Oil & Gas Company (NYSE: MCF), down 12 percent.

Top 10 Clean Energy Stocks For 2018: Sharp Corp (SHCAF)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    The company is partnering with Chinese company OXi Technology (in which it also made a strategic investment) for developing fingerprint sensor under glass and in the bezel of smartphones. Its fingerprint sensor business received a boost from the Samsung (OTC:SSNLF) S8 and S8+ design wins (as well as Sharp’s (OTCPK:SHCAF) Aquos R and ZTE ZMax Pro).

Top 10 Clean Energy Stocks For 2018: Matador Resources Company(MTDR)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Our peer group is up an average of 46% over the past 4 weeks in response to a 30% rebound in the 12-month strip NYMEX oil price. Some of the largest gainers include Hold and Sell rated stocks that we would not chase such asDenbury Resources (Sell, +138%), Halcon Resources (HK) (Sell, +147%), Jones Energy (JONE) (Hold, +166%), Rex Energy (REXX) (Sell, +60%), Sanchez Energy (SN) (Hold, +93%), Ultra Petroleum (UPL) (Sell, +61%), andWhiting Petroleum (Hold, +103%), which have outperformed the E&P Index (+32%) over the same time period. Balance sheets and/or well level returns remain challenged for these companies despite improved oil prices. While we believe oil markets should re-balance over the next 12 to 15 months, the recent recovery to $40 could reverse during 2Q16 as bloated inventories continue to rise, new volumes from Iran pressure an oversupplied market, and a highly anticipated decline in non-OPEC supply (especially in the U.S.), is not as steep as expected. The risk of an oil price retracement, which would significantly pressure the recent out-performers, outweighs the upside in these stocks, in our view. However, we are raising our target prices on Buy ratedAnadarko Petroleum ($54 from $48), Concho Resources (CXO) ($120 from $109), Matador Resources (MTDR) ($22 from $21),Noble Energy (NBL) ($40 from $34), SM Energy (SM) ($22 from $15), Rice Energy ($14 from $12), Pioneer Natural Resources (PXD) ($155 from $135),Continental Resources ($32 from $28), and Parsley Energy (PE) ($24 from $23). We believe our Buy-rated stocks are better positioned to weather challenging oil markets.

  • [By Ezra Schwarzbaum]

    But despite positioning that would thrash other similar companies, Resolute fought through thanks to significant and efficient productivity in its Delaware Basin assets. Wangler believes the strengthening of previous concern areas will make the company a solid investment.

    Matador Resources Co (NYSE: MTDR), $32 Price Target

    Matador has grown its reserves throughout the commodity cycle, as well as its production and cash flow. Haas also likes the company’s history of identifying and acquiring acreage early and cheaply. Much of the analyst’s positive outlook is derived from Matador’s successful monetization of midstream assets and pattern of reinvestment.

Top 10 Clean Energy Stocks For 2018: Century Aluminum Company(CENX)

Advisors’ Opinion:

  • [By Craig Jones]

    JPMorgan’s analyst Michael Gambardella downgraded Century Aluminum Co (NASDAQ: CENX) from Overweight to Neutral and reduced its price target from $22 to $14.50, citing alumina cost headwinds as the main reason for the downgrade.

Top 10 Clean Energy Stocks For 2018: Oaktree Capital Group, LLC(OAK)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Position: Long GLD small, bonds, SDS; short TLT small, SPY small .

  • [By WWW.MONEYSHOW.COM]

    Oaktree Capital Group (OAK) is known for its contrarian approach with many of its products concentrating on distressed assets and turnaround situations.

Top 10 Clean Energy Stocks For 2018: Apollo Education Group, Inc.(APOL)

Advisors’ Opinion:

  • [By Peter Graham]

    The Q1 2017 earnings report for small cap for-profit education stock Apollo Education Group Inc (NASDAQ: APOL) is scheduled for after the market closes on Monday (January 9th). Last February, Apollo Education Groupannounced a definitive agreement to be acquired by a consortium of investors including The Vistria Group, LLC, funds affiliated with Apollo Global Management, LLC (NYSE: APO), and Najafi Companies for $9.50 per share in cash for both Class A and B shares. However, the for-profit education sector along with certain aspects of the Apollo deal have been targeted by the Obama administration and it remains to be seen how the Trump administration will treat the sector and the deal.

Top 10 Clean Energy Stocks For 2018: Royal Dutch Shell PLC(RDS.A)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    A number of oil and gas companies have backed the accord as well, including Chevron (CVX) , Royal Dutch Shell (RDS.A) and BP (BP) . Exxon (XOM) in March sent a letter to the White House urging it to stay in the Paris agreement, and CEO Darren Woods penned a personal letter to the president addressing the matter, the Financial Times reported last week.

  • [By Dustin Parrett]

    Big Oil stocks are the seven “oil supermajors” that do everything from oil drilling to refining to retail sales. This is a list of the Big Oil companies:

    Big Oil CompanyShare PriceYTDMarket CapExxon Mobil Corp. (NYSE: XOM)$83.44-7.58%$353.13BChevron Co. (NYSE: CVX)$113.56-3.5%$217.62BConocoPhillips Co. (NYSE: COP)$48.21-3.78%$61.42BRoyal Dutch Shell Plc. (NYSE ADR: RDS.A)$52.35-3.82%$221.08BBP Plc. (NYSE ADR: BP)$34.12-8.71%$112.69BTotal SA (NYSE: TOT)$50.26-1.35%$124.6BEni SpA (NYSE: E)$31.51-2.3%$58.69B

    Despite being huge global oil companies, shares of Big Oil stocks are all in the red this year. Those losses have all happened even as the Dow is smashing record highs and trading up 6.4% year to date.

  • [By Money Morning News Team]

    A $2 trillion valuation makes the company worth more than Chevron Corp. (NYSE:CVX), BP Plc. (NYSE ADR:BP), Exxon Mobil Corp. (NYSE: XOM), and Royal Dutch Shell Plc. (NYSE: RDS.A) – combined.

  • [By WWW.THESTREET.COM]

    Global oil prices nudged higher Monday even amid reports that Royal Dutch Shell (RDS.A) is re-starting a key Houston refinery that was shuttered by Hurricane Harvey three weeks ago.

Top 10 Clean Energy Stocks For 2018: Synacor, Inc.(SYNC)

Advisors’ Opinion:

  • [By Lisa Levin]

    Synacor Inc (NASDAQ: SYNC) shares dropped 18 percent to $3.42. Synacor priced 5.715 million shares at $3.50 per share.

    Shares of Resources Connection, Inc. (NASDAQ: RECN) were down around 15 percent to $13.65 after the company posted downbeat quarterly results.

  • [By Monica Gerson]

    Synacor Inc (NASDAQ: SYNC) is projected to post a quarterly loss at $0.03 per share on revenue of $30.00 million.

    VAALCO Energy, Inc. (NYSE: EGY) is expected to post a quarterly loss at $0.11 per share on revenue of $18.59 million.

Top 10 Clean Energy Stocks For 2018: Sonic Corp.(SONC)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows shares of newcomers Shake Shack and California based IPO Habit Restaurants both underperforming whilemore established small capburger stocks likeRed Robin Gourmet Burgers, Inc (NASDAQ: RRGB) and Sonic Corporation (NASDAQ: SONC) were big outperformers, but have been drifting lower in recent years:

  • [By Peter Graham]

    Small cap burger stock Sonic Corporation (NASDAQ: SONC) reported fiscal Q1 2018 earnings after the market closed Thursday that exceeded Wall Street expectations. Total revenues were $105.428 million versus $129.551 million assystem same-store sales declined 1.7% – consisting of a 1.6% same-store sales decrease at franchise drive-ins and a 3.2% decrease at company drive-in. Net income totaled $11.4 million versus net income of $13.1 million. The CEO commented:

  • [By Peter Graham]

    A long term performance chart shows more recent burger IPOs like small caps Habit Restaurants Inc (NASDAQ: HABT) and Shake Shack Inc (NYSE: SHAK) underperforming while Red Robin Gourmet Burgers andSonic Corporation (NASDAQ: SONC) have remained in positive territory:

  • [By Peter Graham]

    A long term performance chart shows shares of small caps Habit Restaurants and Shake Shack Inc (NYSE: SHAK) below their IPO prices while more established burger stocks Red Robin Gourmet Burgers, Inc (NASDAQ: RRGB) and Sonic Corporation (NASDAQ: SONC)have seen their performance drift downward last year or the year before:

Top 10 Clean Energy Stocks For 2018: National CineMedia, Inc.(NCMI)

Advisors’ Opinion:

  • [By WWW.GURUFOCUS.COM]

    For the details of Standard General L.P.’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Standard+General+L.P.

    These are the top 5 holdings of Standard General L.P.National CineMedia Inc (NCMI) – 12,576,000 shares, 60.53% of the total portfolio. New PositionTime Inc (TIME) – 3,181,424 shares, 29.62% of the total portfolio. Turning Point Brands Inc (TPB) – 305,319 shares, 3.58% of the total portfolio. Shares added by 189.90%CafePress Inc (PRSS) – 2,500,000 shares, 3.12% of the total portfolio. New PositionB. Riley Financial Inc (RILY) – 167,736 shares, 1.97% of the total portfoli

  • [By Jon C. Ogg]

    National CineMedia Inc. (NASDAQ: NCMI) was maintained as Neutral at Credit Suisse but the firm worries that its dividend coverage is a key focus. Its dividend yield is 11% or so. The firm lowered estimates and slashed its target price to $8 from $12.

  • [By ]

    And this is also the case with our Top 10 Stock #2, the largest U.S. theater advertising firm, National CineMedia (Nasdaq: NCMI). Altogether, CineMedia displays its ads on 19,900 movie screens in 49 of America’s 50 largest cities… exposing its ads to over 700 million moviegoers each year.

Top 5 Safest Stocks To Invest In 2018

What happened

Shares of clothing retailer Macy’s (NYSE: M) fell around 6% during the trading day today after reports surfaced that a potential acquisition bid from Canadian retail-chain conglomerate Hudson’s Bay Co. (TSX:HBC) looks unlikely to go through.

So what

Hudson’s Bay, the parent company of popular higher-end clothing store brands like Lord & Taylor and Saks Fifth Avenue, has been trying to raise capital for a bid to buy Macy’s, according to the report. However, Hudson’s Bay has yet to get the financing needed for that potential acquisition, and the report paints a bleak outlook for this deal ever reaching completion.

For Macy’s, which has struggled in recent years between lower mall traffic and a rise in online shopping, this buyout could have been a way for investors who’ve stuck with the company to be given a boost. Macy’s stock has fallen 30% in the last year.

Image source: Macy’s.

Top 5 Safest Stocks To Invest In 2018: 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 5 Safest Stocks To Invest In 2018: Royal Dutch Shell PLC(RDS.A)

Advisors’ Opinion:

  • [By Dustin Parrett]

    Specifically, the oil supermajors are ExxonMobil Corp. (NYSE: XOM), BP Plc. (NYSE: BP), Chevron Corp. (NYSE: CVX), Royal Dutch Shell Plc. (NYSE ADR: RDS.A), Conoco Phillips (NYSE: COP), Eni SpA (NYSE ADR: E), and Total SA (NYSE ADR: TOT).

  • [By Money Morning News Team]

    A $2 trillion valuation makes the company worth more than Chevron Corp. (NYSE:CVX), BP Plc. (NYSE ADR:BP), Exxon Mobil Corp. (NYSE: XOM), and Royal Dutch Shell Plc. (NYSE: RDS.A) – combined.

  • [By Dustin Parrett]

    Big Oil stocks are the seven “oil supermajors” that do everything from oil drilling to refining to retail sales. This is a list of the Big Oil companies:

    Big Oil CompanyShare PriceYTDMarket CapExxon Mobil Corp. (NYSE: XOM)$83.44-7.58%$353.13BChevron Co. (NYSE: CVX)$113.56-3.5%$217.62BConocoPhillips Co. (NYSE: COP)$48.21-3.78%$61.42BRoyal Dutch Shell Plc. (NYSE ADR: RDS.A)$52.35-3.82%$221.08BBP Plc. (NYSE ADR: BP)$34.12-8.71%$112.69BTotal SA (NYSE: TOT)$50.26-1.35%$124.6BEni SpA (NYSE: E)$31.51-2.3%$58.69B

    Despite being huge global oil companies, shares of Big Oil stocks are all in the red this year. Those losses have all happened even as the Dow is smashing record highs and trading up 6.4% year to date.

Top 5 Safest Stocks To Invest In 2018: Coca-Cola Bottling Co. Consolidated(COKE)

Advisors’ Opinion:

  • [By Douglas A. McIntyre]

    Coca-Cola Bottling Co. (NYSE: COKE) had a revenue increase to $2.3 billion in its most recentfiscal year, from $1.7 billion in the previous one. It is moving into Ohio, Indiana, Kentucky, Illinois and West Virginia, which almost certainly will require capital. Its net sales rose 37% in the most recent quarter to $840 million. Management stated this was because of “Organic growth in the legacy territories as well as territory expansion through the acquisition of several new distribution territories from Coca-Cola led to the solid performance.” The current dividend is $1, or 0.66%.

Top 5 Safest Stocks To Invest In 2018: Marvell Technology Group Ltd.(MRVL)

Advisors’ Opinion:

  • [By Chris Lange]

    And Marvell Technology Group Ltd. (NASDAQ: MRVL) is set to release its most recent quarterly results Thursday. The consensus forecast calls for $0.21 in EPS and $570.65 million in revenue. Shares ended the week at $16.01. The consensus price target is $18.37, and the 52-week range is $9.05 to $16.72.

  • [By Peter Graham]

    The Q4 2017 earnings report for mid cap fabless semiconductor stock Marvell Technology Group Ltd (NASDAQ: MRVL) is scheduled forafter the marketcloses onThursday (March 2nd). Marvell Technology Groupwas in our SmallCap Network Elite Opportunity (SCN EO) portfolio back in 2013 becauseits fundamental and technical context appeared very attractive at the time and the Company’s products also drive Samsung’s family of mobile devices. Our SCN EO newsletter had noted back in May 2013:

  • [By Lisa Levin]

    Marvell Technology Group Ltd. (NASDAQ: MRVL) agreed to acquire Cavium Inc (NASDAQ: CAVM) in a deal valued at around $6 billion.

    Under the deal, Marvell will buy Cavium for $40 per share in cash and 2.1757 shares of its stock for each Cavium share.

Top 5 Safest Stocks To Invest In 2018: Schnitzer Steel Industries, Inc.(SCHN)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Cramer said he’s starting the week watching for the latest read on durable goods orders, which will likely be bad. But he’s also on the lookout for Schnitzer Steel (SCHN) , which popped 6.9% today on a promised executive action against illegal dumping. Cramer expects more positive action in the steels to come.

  • [By WWW.MONEYSHOW.COM]

    I’m adding Schnitzer Steel Industries (SCHN) to the Buy Low Opportunities Portfolio. Schnitzer Steel is both a recycler of scrap metals, and a manufacturer of steel products that are used in nonresidential construction.

FuelCell Arrives At The Port Of Long Beach

FuelCell Energy (NASDAQ:FCEL) has made recent headlines because of its new Exxon (XOM) backed Carbon Capture Sequestration by fuel cells. Major upcoming catalysts include Tri-Generation at the ports, Storage, and maybe the tax bill. The long-term catalysts include Carbon Capture Sequester CCS, Tri-Generation and the military, and a possible Blockchain/FuelCell partnership.

In my last piece on FuelCell “Could These Exxon-Fuel Cell Ads Hit A Major Sporting Event and Finally Gain Nationwide Attention”, I identified two significant ads that have now been seen during major sporting events as well as cable news. Fuel-Cell has now gained attention, and this could just be the beginning. However, there is a major piece of potential business that has finally gained traction. The recent Toyota (NYSE:TM) deal at the long beach port proves that Tri-Gen hydrogen production will soon play a crucial role in the infrastructure of fuel cell cars. Toyota has selected a Tri-Gen system for power and hydrogen production; the power will be sold to the grid under State of California Bioenergy Market Adjustment Tariff (BioMAT) program. Toyota has also teamed up with 10 Japanese companies to form a new hydrogen fueling company. In the first four years of their plan, the Japanese firms intend to build 80 hydrogen fueling stations. Could FCEL supply a hand full of these stations?

Hydrogen Fueling

Toyota has a simple problem that the fuel cells solve. Filling up hydrogen cars when they are taken off the ship and put on trucks bound for lots. When a container ship is loaded, weight and freight cost go hand in hand. A few hundred Toyota Mirai fuel cell electric vehicles FCEV full of fuel would only weigh a few cars if that. But 5kg of hydrogen per car in a realistically scaled order would equal a few dozen extra vehicles. Plus, Toyota has a proof of concept class 8 hydrogen truck it wants to utilize. Between these two products plus the half dozen other automakers working of FCEVs, there is now a realized opportunity for Tri-Generation. I believe there is a timeline of progression for FCEVs and the infrastructure build-out. As it stands now, there have been incremental investments in hydrogen. Almost exclusively in California, it makes sense that the port of Long Beach has a Tri-Gen station. Another benefit is biowaste will power this plant. This model can be used at farms or wastewater treatment plants. With thousands of facilities all across the U.S., it would not be difficult to find a new source of methane near a fueling station location. While this project is small, it will help build the 45 MW annual sales goals for EBITA break-even. As FCEL grows its backlog (which is mostly 20-year service contracts), it will need small projects like Long Beach to build its annual sales. Long Beach is more significant than just a little project because it opens the doors to replicated projects at other ports.


(Source: Car and Driver)

The Ports

So, if we look at the major shipping ports around the US, there are 4 or 5 ports that look like they could be next. New York/ New Jersey, Rhode Island, and Baltimore are water ports that each accepted over 100,000 vehicles in 2012. Given that car sales have increased significantly since 2012, it’s safe to assume the increases are at the high volume ports with higher metropolitan populations. New York and New Jersey are very likely because they are building hydrogen fueling stations in Brooklyn, the Bronx, as well as the northeast. This project includes Rhode Island, Massachusetts, and Long Island. Baltimore has such large auto volume at the port that a possible project is in the long term. The near-term ports appear to be NY for car shipments. If other eastern ports are going to follow Long Beach, then fueling stations around growth regions must increase. I think this is more significant than most investors realize because other car companies have FCEVs coming down their pipelines. Mercedes, BMW (OTCPK:BMWYY), Honda (NYSE:HMC), Hyundai (OTCPK:HYMLF), and other automakers are all invested in these cars, and they will need to ship and fuel them. Rail and truck shipping at ports along borders Mexico and Canada could see some possible hydrogen infrastructure as more automakers enter the market. Laredo, Texas and Detroit, Michigan are two other potential locations as the vehicles develop.


(Source: Google Images)

Infrastructure Growth

In the last two years, hydrogen infrastructure has grown, but it is still nothing compared to the gas and electric infrastructure. There is hope; Shell (NYSE:RDS.A) has shown great interest in hydrogen fuel as a new business. California has built over 30 fueling stations, and that number will continue to grow. New York and New England will be the next regions for FCEV, and more fueling stations will follow sales. Now, I doubt FCEL will gain a massive chunk of this business. However, it will most likely get the deals where the customer cant affords interruption. The key for FCEL customers is the power doesn’t stop. Specific customers like a supply chain require a constant supply of energy, in this case, hydrogen and electricity. So, it’s clear there is some demand.

Storage

There have been recent developments in the world of energy storage. While batteries have grown popular, fuel cells offer a different value that batteries cannot. Fuel cell storage is all about long durations; the energy can be converted to hydrogen and stored in tanks or trucks. The hydrogen can then be turned in to electricity later. A battery would save the energy, but over long periods of time, batteries cannot maintain the same amount of power. The State of New York and the State of Massachusetts have stated storage goals. FCEL could fulfill part of these goals especially in New York where LIPA has a good relationship with FCEL, given the recent deals. So I see storage as a catalyst in the next year. It’s very possible more states will state storage goals, and while batteries will probably get a fair chunk, they are unlikely to fill the entire mandate. It’s just smart to have multiple technologies for energy security. More research continues to appear in favor of fuel cells.

The Tax Plan

The tax plan has been insane; that’s the only way to put it. The Republican party is trying to pass a wildly unpopular bill. The Senate bill had the Fuel Cell Investment tax credit; then it didn’t, then it did. The house plan has it, but the house said it wouldn’t play ball with Lisa Murkowski from Alaska in the recently passed Senate bill. The thing to remember with these bills is when the house and senate pass different legislation, it goes to what’s called reconciliation when the groups meet and usually fix the bill where they can and match it up. In this case, I think having an opinion is crazy because it’s a significant change from business as usual on the hill. So, literally anything can happen. They might not get anything done. There are only a few days left in the session. The Right and the Left are so far apart on this bill. So, let’s try and keep this objective to fuel cell. The tax credit was in the house not the senate at last check. So the tax bill is a catalyst if passed. So we shall see.

Long Term

So there is also some long-term catalyst I want to quickly go over because I think a lot of this business will be executed in 2020-2022. FC Blockchain is speculative but because of land requirements of electrical production and the power requirements of BTC and other blockchains, the synergies could be there.

CCS

Carbon Capture Sequester is the most significant growth opportunity going forward. It has massive potential all over the world especially coal and gas loving countries like India and China as well as the U.S. and Europe. In mid-October, I said Exxon would advertise on mainstream programming like the NFL, and I was right. I think it’s become clear Exxon is for real about CCS. Like I said in the last article, they don’t mess around. If the tech works, they want to triple check before they tell people it works. So keep the faith, this could be big.

Military Applications

So the port of Long Beach will now have a fuel station and power plant, given the development of fuel cell vehicle in the military as well as the consumer car I think over the next two years GM (GM), and the Army will use the Chevy Colorado ZH2. Right now, the vehicle is in testing mode with the marines, and it’s now the world’s most quite military vehicle. It’s likely the armed forces will put this vehicle into action, and the first locations where it is used will most likely have some form of onsite hydrogen production. I guess it’s a good thing FCEL just did business with the Navy.

The ZH2 Army Test

(Source: Daily Military Defense Archive)

(The fuel cell half ends right before the 5-minute mark.)

FC Blockchain

And finally, what I like to call FC Blockchain. Blockchain tech is growing extremely popular. Bitcoin and cryptocurrency is by far the most talked about asset on Wall Street. So given the growth of blockchain and the absurd energy demands of mining cryptocurrency, I assume blockchain demands a significant amount of processing power and raw electrical power. Given this demand, I see the entire business as unsustainable absent massive electrical investment, which must be 100% clean so that the international climate agreements aren’t violated. Wired wrote a piece on the electrical demand of bitcoin, and while there are multiple answers, and no one is sure because it’s decentralized, each answer is a lot of energy. One thing about blockchain is it continues to recheck the chain. This alone requires a lot of energy. Plus the chain becomes longer by each transaction. Now, maybe I’m wrong, but I believe this creates a long-term problem. The energy demands will grow year over year. So, solar is most likely out except maybe small operations, but a legitimate mining operation needs hundreds of thousands if not millions of dollars of equipment. It requires real estate of some nature, cooling systems, and power. Fuel cells are modular, and they hold a 10:1 land to power ratio over solar. So, I think it’s still early, but there is a long-term possibility that fuel cells and blockchain could work well together.

Downside

There are many possible downsides to FCEL. It has not been profitable. Investors are extremely unhappy with management, and bad news has a much greater impact on the share price than good news. However, all of these risks are nothing when you look at the financing prospects going forward. FuelCell has claimed over $1.5 billion in backlog. Most of this is in 20-year service. Some of these almost done deals can’t close because they still need to be financed. The financing of these contracts is a clear problem and must be dealt with if the firm can move to profitability. EBITA breakeven is also an issue because of financing, the numbers quoted by management are subject to change if FCEL doesn’t get the right price on capital. Even if it gets the capital to execute the deal, the terms must be in favor of FCEL. Because of its weakening balance sheet, FCEL does not have the leverage investors might like.

Balance Sheet

FuelCell has a lot of bearish sentiment, and part of this is due to stock dilution. FuelCell has raised money with warrants and secondary stock offerings. As of the last earnings report, cash on hand is $40.2 million, and short/current long-term debt stands at $21.7 million. In October of 2016, cash on hand was $93.6 million, and short/current long-term debt was $5.2 million, according to Yahoo Finance. If FCEL continues to lose money, the firm will need to keep raising cash. While the cash burn must always be considered, I do not see it as a significant problem given the recent market demand for FCEL products. Financing these products is a much bigger hurdle. There are still many details of the various deals in LIPA projects, the last South Korea 20 MW deal, as well as the most recent Long Beach deal. So, there are issues with cash flow and cash on hand, but as long as these deals are adequately financed, cash on hand should be ok. The proposed stock split could also lead to another series of warrants or public stock sale. If the split does lead to another offering, cash on hand will not be a problem. The cash flow from a few of the projects of the books will commence in the next 12 months, which will also benefit cash.

Conclusion

Given the short term and long catalyst and the current share price, I think FCEL is undervalued at this time. The EBITA break-even of 60MW on the balance sheet or 45 MW in annual sales is very close. Profitability will come when FCEL builds up its generation portfolio, and every single deal big or small will have an impact on the long-term profitability. Every deal has equal importance because small deals are more likely to close. A deal like Beacon Falls could be a game changer, but will it ever happen? I see each small deal as a larger step toward profitability. Of course, no deals matter without capital to build the projects, so everything will come down to financing. Financing is the biggest risk, and this is a risky investment. At $1.89 per share, as of 12/12/17, with a market cap of $132 million, this stock still remains extremely risky.

While taking all of the risk and downside into account, this investor is still bullish. FuelCell has partnered with top-tier customers and trade partners like Toyota, Exxon, Dominion (NYSE:D), E.ON (OTCPK:ENAKF), Pfizer (NYSE:PFE), and the State of New York. Exxon has its fuel cell CCS advertisements all over Saturday and Sunday football. I see these high reputation customers, and fuel cells name on 30 million screens all weekend as reassuring signs. These signals make profitability look a bit less fictional. It says that there are many serious customers with significant interest. Who is the next top-tier customer calling CEO Chip Bottone? If you recall from my previous articles, Chip has hinted at deals he can’t talk about in previous earnings calls. Was the Toyota deal what he was referring to in the Q2 and Q3 calls? Are there more customers like Toyota we don’t yet know about.

There is a tremendous opportunity at multiple shipping ports, storage in NY and MA, and the horrific tax bill might help FCEL if republicans include the tax credit. In the long term, Exxon is full speed ahead with its ad campaign, the military is testing its new toy the ZH2, Tri-Gen could be required for infrastructure, and blockchain, combined with fuel cells, could help bring both technologies into the mainstream.

(Source: Fuel Cell Energy)

(Source: Fuel Cell Energy)

Disclosure: I am/we are long FCEL.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Do your own research before investing in anything.

Editor’s Note: This article covers one or more stocks trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.

About this article:ExpandAuthor payment: $35 + $0.01/page view. Authors of PRO articles receive a minimum guaranteed payment of $150-500.Tagged: Investing Ideas, Long Ideas, Industrial Goods, Industrial Electrical EquipmentWant to share your opinion on this article? Add a comment.Disagree with this article? Submit your own.To report a factual error in this article, click here

FuelCell Arrives At The Port Of Long Beach

FuelCell Energy (NASDAQ:FCEL) has made recent headlines because of its new Exxon (XOM) backed Carbon Capture Sequestration by fuel cells. Major upcoming catalysts include Tri-Generation at the ports, Storage, and maybe the tax bill. The long-term catalysts include Carbon Capture Sequester CCS, Tri-Generation and the military, and a possible Blockchain/FuelCell partnership.

In my last piece on FuelCell “Could These Exxon-Fuel Cell Ads Hit A Major Sporting Event and Finally Gain Nationwide Attention”, I identified two significant ads that have now been seen during major sporting events as well as cable news. Fuel-Cell has now gained attention, and this could just be the beginning. However, there is a major piece of potential business that has finally gained traction. The recent Toyota (NYSE:TM) deal at the long beach port proves that Tri-Gen hydrogen production will soon play a crucial role in the infrastructure of fuel cell cars. Toyota has selected a Tri-Gen system for power and hydrogen production; the power will be sold to the grid under State of California Bioenergy Market Adjustment Tariff (BioMAT) program. Toyota has also teamed up with 10 Japanese companies to form a new hydrogen fueling company. In the first four years of their plan, the Japanese firms intend to build 80 hydrogen fueling stations. Could FCEL supply a hand full of these stations?

Hydrogen Fueling

Toyota has a simple problem that the fuel cells solve. Filling up hydrogen cars when they are taken off the ship and put on trucks bound for lots. When a container ship is loaded, weight and freight cost go hand in hand. A few hundred Toyota Mirai fuel cell electric vehicles FCEV full of fuel would only weigh a few cars if that. But 5kg of hydrogen per car in a realistically scaled order would equal a few dozen extra vehicles. Plus, Toyota has a proof of concept class 8 hydrogen truck it wants to utilize. Between these two products plus the half dozen other automakers working of FCEVs, there is now a realized opportunity for Tri-Generation. I believe there is a timeline of progression for FCEVs and the infrastructure build-out. As it stands now, there have been incremental investments in hydrogen. Almost exclusively in California, it makes sense that the port of Long Beach has a Tri-Gen station. Another benefit is biowaste will power this plant. This model can be used at farms or wastewater treatment plants. With thousands of facilities all across the U.S., it would not be difficult to find a new source of methane near a fueling station location. While this project is small, it will help build the 45 MW annual sales goals for EBITA break-even. As FCEL grows its backlog (which is mostly 20-year service contracts), it will need small projects like Long Beach to build its annual sales. Long Beach is more significant than just a little project because it opens the doors to replicated projects at other ports.


(Source: Car and Driver)

The Ports

So, if we look at the major shipping ports around the US, there are 4 or 5 ports that look like they could be next. New York/ New Jersey, Rhode Island, and Baltimore are water ports that each accepted over 100,000 vehicles in 2012. Given that car sales have increased significantly since 2012, it’s safe to assume the increases are at the high volume ports with higher metropolitan populations. New York and New Jersey are very likely because they are building hydrogen fueling stations in Brooklyn, the Bronx, as well as the northeast. This project includes Rhode Island, Massachusetts, and Long Island. Baltimore has such large auto volume at the port that a possible project is in the long term. The near-term ports appear to be NY for car shipments. If other eastern ports are going to follow Long Beach, then fueling stations around growth regions must increase. I think this is more significant than most investors realize because other car companies have FCEVs coming down their pipelines. Mercedes, BMW (OTCPK:BMWYY), Honda (NYSE:HMC), Hyundai (OTCPK:HYMLF), and other automakers are all invested in these cars, and they will need to ship and fuel them. Rail and truck shipping at ports along borders Mexico and Canada could see some possible hydrogen infrastructure as more automakers enter the market. Laredo, Texas and Detroit, Michigan are two other potential locations as the vehicles develop.


(Source: Google Images)

Infrastructure Growth

In the last two years, hydrogen infrastructure has grown, but it is still nothing compared to the gas and electric infrastructure. There is hope; Shell (NYSE:RDS.A) has shown great interest in hydrogen fuel as a new business. California has built over 30 fueling stations, and that number will continue to grow. New York and New England will be the next regions for FCEV, and more fueling stations will follow sales. Now, I doubt FCEL will gain a massive chunk of this business. However, it will most likely get the deals where the customer cant affords interruption. The key for FCEL customers is the power doesn’t stop. Specific customers like a supply chain require a constant supply of energy, in this case, hydrogen and electricity. So, it’s clear there is some demand.

Storage

There have been recent developments in the world of energy storage. While batteries have grown popular, fuel cells offer a different value that batteries cannot. Fuel cell storage is all about long durations; the energy can be converted to hydrogen and stored in tanks or trucks. The hydrogen can then be turned in to electricity later. A battery would save the energy, but over long periods of time, batteries cannot maintain the same amount of power. The State of New York and the State of Massachusetts have stated storage goals. FCEL could fulfill part of these goals especially in New York where LIPA has a good relationship with FCEL, given the recent deals. So I see storage as a catalyst in the next year. It’s very possible more states will state storage goals, and while batteries will probably get a fair chunk, they are unlikely to fill the entire mandate. It’s just smart to have multiple technologies for energy security. More research continues to appear in favor of fuel cells.

The Tax Plan

The tax plan has been insane; that’s the only way to put it. The Republican party is trying to pass a wildly unpopular bill. The Senate bill had the Fuel Cell Investment tax credit; then it didn’t, then it did. The house plan has it, but the house said it wouldn’t play ball with Lisa Murkowski from Alaska in the recently passed Senate bill. The thing to remember with these bills is when the house and senate pass different legislation, it goes to what’s called reconciliation when the groups meet and usually fix the bill where they can and match it up. In this case, I think having an opinion is crazy because it’s a significant change from business as usual on the hill. So, literally anything can happen. They might not get anything done. There are only a few days left in the session. The Right and the Left are so far apart on this bill. So, let’s try and keep this objective to fuel cell. The tax credit was in the house not the senate at last check. So the tax bill is a catalyst if passed. So we shall see.

Long Term

So there is also some long-term catalyst I want to quickly go over because I think a lot of this business will be executed in 2020-2022. FC Blockchain is speculative but because of land requirements of electrical production and the power requirements of BTC and other blockchains, the synergies could be there.

CCS

Carbon Capture Sequester is the most significant growth opportunity going forward. It has massive potential all over the world especially coal and gas loving countries like India and China as well as the U.S. and Europe. In mid-October, I said Exxon would advertise on mainstream programming like the NFL, and I was right. I think it’s become clear Exxon is for real about CCS. Like I said in the last article, they don’t mess around. If the tech works, they want to triple check before they tell people it works. So keep the faith, this could be big.

Military Applications

So the port of Long Beach will now have a fuel station and power plant, given the development of fuel cell vehicle in the military as well as the consumer car I think over the next two years GM (GM), and the Army will use the Chevy Colorado ZH2. Right now, the vehicle is in testing mode with the marines, and it’s now the world’s most quite military vehicle. It’s likely the armed forces will put this vehicle into action, and the first locations where it is used will most likely have some form of onsite hydrogen production. I guess it’s a good thing FCEL just did business with the Navy.

The ZH2 Army Test

(Source: Daily Military Defense Archive)

(The fuel cell half ends right before the 5-minute mark.)

FC Blockchain

And finally, what I like to call FC Blockchain. Blockchain tech is growing extremely popular. Bitcoin and cryptocurrency is by far the most talked about asset on Wall Street. So given the growth of blockchain and the absurd energy demands of mining cryptocurrency, I assume blockchain demands a significant amount of processing power and raw electrical power. Given this demand, I see the entire business as unsustainable absent massive electrical investment, which must be 100% clean so that the international climate agreements aren’t violated. Wired wrote a piece on the electrical demand of bitcoin, and while there are multiple answers, and no one is sure because it’s decentralized, each answer is a lot of energy. One thing about blockchain is it continues to recheck the chain. This alone requires a lot of energy. Plus the chain becomes longer by each transaction. Now, maybe I’m wrong, but I believe this creates a long-term problem. The energy demands will grow year over year. So, solar is most likely out except maybe small operations, but a legitimate mining operation needs hundreds of thousands if not millions of dollars of equipment. It requires real estate of some nature, cooling systems, and power. Fuel cells are modular, and they hold a 10:1 land to power ratio over solar. So, I think it’s still early, but there is a long-term possibility that fuel cells and blockchain could work well together.

Downside

There are many possible downsides to FCEL. It has not been profitable. Investors are extremely unhappy with management, and bad news has a much greater impact on the share price than good news. However, all of these risks are nothing when you look at the financing prospects going forward. FuelCell has claimed over $1.5 billion in backlog. Most of this is in 20-year service. Some of these almost done deals can’t close because they still need to be financed. The financing of these contracts is a clear problem and must be dealt with if the firm can move to profitability. EBITA breakeven is also an issue because of financing, the numbers quoted by management are subject to change if FCEL doesn’t get the right price on capital. Even if it gets the capital to execute the deal, the terms must be in favor of FCEL. Because of its weakening balance sheet, FCEL does not have the leverage investors might like.

Balance Sheet

FuelCell has a lot of bearish sentiment, and part of this is due to stock dilution. FuelCell has raised money with warrants and secondary stock offerings. As of the last earnings report, cash on hand is $40.2 million, and short/current long-term debt stands at $21.7 million. In October of 2016, cash on hand was $93.6 million, and short/current long-term debt was $5.2 million, according to Yahoo Finance. If FCEL continues to lose money, the firm will need to keep raising cash. While the cash burn must always be considered, I do not see it as a significant problem given the recent market demand for FCEL products. Financing these products is a much bigger hurdle. There are still many details of the various deals in LIPA projects, the last South Korea 20 MW deal, as well as the most recent Long Beach deal. So, there are issues with cash flow and cash on hand, but as long as these deals are adequately financed, cash on hand should be ok. The proposed stock split could also lead to another series of warrants or public stock sale. If the split does lead to another offering, cash on hand will not be a problem. The cash flow from a few of the projects of the books will commence in the next 12 months, which will also benefit cash.

Conclusion

Given the short term and long catalyst and the current share price, I think FCEL is undervalued at this time. The EBITA break-even of 60MW on the balance sheet or 45 MW in annual sales is very close. Profitability will come when FCEL builds up its generation portfolio, and every single deal big or small will have an impact on the long-term profitability. Every deal has equal importance because small deals are more likely to close. A deal like Beacon Falls could be a game changer, but will it ever happen? I see each small deal as a larger step toward profitability. Of course, no deals matter without capital to build the projects, so everything will come down to financing. Financing is the biggest risk, and this is a risky investment. At $1.89 per share, as of 12/12/17, with a market cap of $132 million, this stock still remains extremely risky.

While taking all of the risk and downside into account, this investor is still bullish. FuelCell has partnered with top-tier customers and trade partners like Toyota, Exxon, Dominion (NYSE:D), E.ON (OTCPK:ENAKF), Pfizer (NYSE:PFE), and the State of New York. Exxon has its fuel cell CCS advertisements all over Saturday and Sunday football. I see these high reputation customers, and fuel cells name on 30 million screens all weekend as reassuring signs. These signals make profitability look a bit less fictional. It says that there are many serious customers with significant interest. Who is the next top-tier customer calling CEO Chip Bottone? If you recall from my previous articles, Chip has hinted at deals he can’t talk about in previous earnings calls. Was the Toyota deal what he was referring to in the Q2 and Q3 calls? Are there more customers like Toyota we don’t yet know about.

There is a tremendous opportunity at multiple shipping ports, storage in NY and MA, and the horrific tax bill might help FCEL if republicans include the tax credit. In the long term, Exxon is full speed ahead with its ad campaign, the military is testing its new toy the ZH2, Tri-Gen could be required for infrastructure, and blockchain, combined with fuel cells, could help bring both technologies into the mainstream.

(Source: Fuel Cell Energy)

(Source: Fuel Cell Energy)

Disclosure: I am/we are long FCEL.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Do your own research before investing in anything.

Editor’s Note: This article covers one or more stocks trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.

About this article:ExpandAuthor payment: $35 + $0.01/page view. Authors of PRO articles receive a minimum guaranteed payment of $150-500.Tagged: Investing Ideas, Long Ideas, Industrial Goods, Industrial Electrical EquipmentWant to share your opinion on this article? Add a comment.Disagree with this article? Submit your own.To report a factual error in this article, click here

Mid-Day Market Update: Thor Industries Surges On Earnings Beat; Momo Shares Plunge

Midway through trading Tuesday, the Dow traded up 0.36 percent to 23,666.36 while the NASDAQ climbed 0.08 percent to 6,884.02. The S&P also rose, gaining 0.32 percent to 2,609.65.

Leading and Lagging Sectors

On Tuesday, the energy sector proved to be a source of strength for the market. Leading the sector was strength from Royal Dutch Shell plc (ADR) (NYSE: RDS.A) and SunPower Corporation (NASDAQ: SPWR).

In trading on Tuesday, technology shares rose by just 0.1 percent. Meanwhile, top losers in the sector included Advanced Semiconductor Engnrng Inc (ADR) (NYSE: ASX), down 6 percent, and QAD Inc. (NASDAQ: QADB) down 5 percent.

Top Headline

Roark Capital, a private equity investment firm that owns various restaurant chains including Auntie Anne's, CKE Restaurants, Moe's Southwest Grill, among others, offered to buy Buffalo Wild Wings for around $150 per share earlier in November. On Tuesday, Buffalo Wild Wings accepted a revised offer of $157 per share, which values the chicken wing chain just shy of $3 billion.

Buffalo Wild Wings will operate as a privately-held subsidiary of Arby's Restaurant Group and operate as an independent brand.

The price tag implies a premium of around 38 percent to Buffalo Wild Wings' 30-day volume-weighted average stock price as of November 13, the last trading day prior to Roark Capital's public approach.

Equities Trading UP

PhaseRx Inc (NASDAQ: PZRX) shares shot up 95 percent to $1.29 after the company disclosed that it has received a position opinion for orphan drug designation for PRX-ASL from the EMA.

Shares of Apollo Endosurgery Inc (NASDAQ: APEN) got a boost, shooting up 44 percent to $5.86 after the company disclosed that it has received FDA clearance for OverStitch Sx.

Thor Industries, Inc. (NYSE: THO) shares were also up, gaining 11 percent to $151.76 after the company reported stronger-than-expected results for its first quarter on Monday.

Equities Trading DOWN

Auris Medical Holding AG (NASDAQ: EARS) shares dropped 49 percent to $0.417. Auris Medical disclosed that its HEALOS Phase 3 trial did not meet its primary efficacy endpoint. The company also reported Q3 loss of CHF $0.14 per share.

Shares of Insignia Systems, Inc. (NASDAQ: ISIG) were down 18 percent to $1.45. Insignia Systems announced a 2.313 million share common stock offering via selling holders.

Momo Inc (ADR) (NASDAQ: MOMO) was down, falling around 17 percent to $25.75 after the company reported Q3 results. Momo reported Q3 earnings of $0.45 per share on sales of $354.5 million. The company disclosed that Ms. Sichuan Zhang, Mr. Feng Yu and Mr. Joseph C. Tsai resigned from board for personal reasons, Momo named COO Mr. Li Wang to board.

Commodities

In commodity news, oil traded down 0.15 percent to $58.02 while gold traded down 0.03 percent to $1,298.50.

Silver traded down 1.10 percent Tuesday to $16.93, while copper fell 1.69 percent to $3.104.

Eurozone

European shares were higher today. The eurozone’s STOXX 600 surged 0.48 percent, the Spanish Ibex Index rose 0.67 percent, while Italy’s FTSE MIB Index jumped 0.31 percent. Meanwhile the German DAX gained 0.31 percent, and the French CAC 40 climbed 0.52 percent while U.K. shares rose 1.08 percent.

Economics

The U.S. trade deficit in goods rose 6.5 percent to $68.3 billion in October. However, economists were expecting a $65 billion deficit. Wholesale inventories dropped 0.40 percent for October.

The Johnson Redbook Retail Sales Index dropped 0.2 percent during the first four weeks of November versus October.

The S&P Corelogic Case-Shiller home price index rose 0.5 percent for September, versus economists’ expectations for a 0.4 percent growth.

The Conference Board’s Consumer Confidence Index rose to 129.50 for November, versus previous reading of 125.90. However, economists were projecting a reading of 124.00.

The Richmond Fed's manufacturing index surged to 30.00 in November, versus prior reading of 12.00. Economists estimated a reading of 14.00.

The Treasury will auction 7-year notes at 1:00 p.m. ET.

Top 10 Performing Stocks For 2018

Oppenheimer’s Ari Wald compare the current market to 1983, and recommend owning top-performing economically sensitive stocks like 3M (MMM), Microsoft (MSFT), and Honeywell International (HON) before the S&P 500 breaks out:

Getty Images

We see similarities in current market conditions to how the S&P traded in 1983. In 1983, following the initial surge off the low, the S&P consolidated sideways before breaking out to new highs. The important message here is that we recommend owning stocks in anticipation of a breakout to new highs this year…

Last weeks client discussions centered on what to make of the recent strength by low momentum (MO) stocks, and weve found it to be bullish for the S&P because it tends to occur at important inflection points….While buying Low MO can work for a quick trade, our momentum-based discipline indicates that buying cyclicals with High MO is the more attractive bet for the long term…

Top 10 Performing Stocks For 2018: NewStar Financial, Inc.(NEWS)

Advisors’ Opinion:

  • [By Lisa Levin] Related AHT 25 Biggest Mid-Day Gainers For Friday Mid-Day Market Update: Hortonworks Drops Following Weak Results; Freshpet Shares Spike Higher Ashford Hospitality Trust's (AHT) CEO Montgomery Bennet on Q2 2016 Results – Earnings Call Transcript (Seeking Alpha)
    Related NEWS Mid-Morning Market Update: Markets Open Higher; Micron To Lower Jobs Mid-Morning Market Update: Markets Open Lower; Broadcom Profit Beats Expectations NewStar Financial's (NEWS) CEO Tim Conway on Q2 2016 Results – Earnings Call Transcript (Seeking Alpha)

     

Top 10 Performing Stocks For 2018: DepoMed Inc.(DEPO)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Depomed Inc (NASDAQ: DEPO) got a boost, shooting up 13 percent to $23.90. Depomed is preparing to put itself up for sale, following calls from activist investor Starboard Value LP to explore such a move, just a year after it fought off a hostile acquisition bid, people familiar with the matter told Reuters.

Top 10 Performing Stocks For 2018: Cellectis S.A.(CLLS)

Advisors’ Opinion:

  • [By Lisa Levin]

    Cellectis SA (ADR) (NASDAQ: CLLS) shares dropped 20 percent to $25.70 after announcing FDA clinical hold of UCART123 studies.

    Shares of Opiant Pharmaceuticals Inc (NASDAQ: OPNT) were down 10 percent to $35.20. Opiant Pharma named David O'Toole as CFO.

  • [By Jim Robertson]

    Yesterday, small cap clinical-stage biopharmaceutical stock Cellectis SA (NASDAQ: CLLS) reported that they had received notice fromFDA that a clinical hold was placed on both UCART123 ongoing Phase 1 studies -in acute myeloid leukemia (AML) and in blastic plasmacytoid dendritic cell neoplasm (BPDCN). The clinical hold was initiated after Cellectis reported one fatality in the BPDCN clinical trial (ABC study) with the Company now working closelywith the investigators and the FDA in order to resume the trials with an amended protocol including a lowered dosing of UCART123. The FDA has a detailed page about clinical holds which mentions:

Top 10 Performing Stocks For 2018: Orbital ATK, Inc.(OA)

Advisors’ Opinion:

  • [By Rich Smith]

    On one particularly big news day, April 28, the DSCA announced that it has notified Congress of no fewer than seven separate pending arms sales that it plans to push through. These deals are aiming to sell:

    110 radar-seeking air-to-ground “HARM” missiles to Australia, generating sales of $137.6 million for prime contractors Orbital ATK (NYSE:OA) and Raytheon (NYSE:RTN). Four P-8A Poseidonsubmarine-hunting jet aircraft to New Zealand — a $1.46 billion payday for Boeing (NYSE:BA). 13 76 mm cannonfor installation aboard Israeli Navy SA’AR 4.5 and SA’AR 6 Missile Patrol Boats at a purchase price of $440 million. (Italian firm Leonardo S.p.a.’s DRS North America subsidiary will be the contractor on that one.) Nine Bell 429light utility helicopters to Slovakia, yielding sales of $150 million for Textron (NYSE:TXT). And five CH-47D Chinookhelicopters, sold out of U.S. government surplus to Greece for $80 million.

    Also included in the DSCA’s list of pending contracts are two directed toward the NATO Support and Procurement Agency, specifically:

  • [By Jim Powell]

    My top recommendation for the privatization of space is Orbital ATK (OA), which was was formed early last year from the merger of Orbital Sciences and the aerospace division of Alliant Techsystems.

  • [By Rich Smith]

    While Trump’s nuclear tweet appears to have taken some folks off guard, the fact is that the U.S. has been planning a major upgrade and refurbishmentof its nuclear arsenal for quite some time — since at least the early years of the second Obama administration, in fact. As far back as three years ago, we were writing about a U.S. Air Force effort to begin upgrading the nation’s aging fleet of Minuteman III intercontinental ballistic missiles — a contract that Aerojet Rocketdyne (NYSE:AJRD), among others, is counting on to juice its rocket revenues. Rival rocket scientist Orbital ATK (NYSE:OA) is bidding on the same contract, and whether it’s Aerojet or Orbital that eventually ends up winning this piece of the nuclear rearmament project, there should be money aplenty to go around.

  • [By Lisa Levin]

    Defense giant Northrop Grumman Corporation (NYSE: NOC) confirmed Monday it will buy Orbital ATK Inc (NYSE: OA), the maker of the Pegasus rocket and a vast array of other aerospace and defense systems, in a $9.2 billion deal.

  • [By Rich Smith]

    Much of this was based on educated guesswork, however, as we extrapolated what we knew about the finances at SpaceX rivalsBoeing(NYSE:BA),Lockheed Martin(NYSE:LMT),Orbital ATK(NYSE:OA), andAirbus(NASDAQOTH:EADSY), and applied it to what wethoughtthat might mean for SpaceX’s own finances. It would have been a whole lot easier to just take a good hard look at SpaceX’s own financial documents, and get the answers straight from the source.

Top 10 Performing Stocks For 2018: WPP plc(WPPGY)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    WPP plc (WPPGY) — Most of WPP’s public websites were rendered inaccessible after the world’s biggest advertising group said its IT systems were the focus of a suspected cyberattack. Shares traded down almost 1% in early afternoon.

Top 10 Performing Stocks For 2018: B. Riley Financial, Inc.(RILY)

Advisors’ Opinion:

  • [By ]

    2. B.Riley Financial (Nasdaq: RILY)
    This unusual microcap operating as a FINRA-licensed broker-dealer and an independent investment bank is setting up to be an ideal buying opportunity.

Top 10 Performing Stocks For 2018: CobalTech Mining Inc. (BNCIF)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    The other junior cobalt miners include Brixton Metals Corporation (OTC:BXTMD) [TSXV:BBB], Canadian International Minerals [TSXV:CIN], Clean TeQ (OTCPK:CTEQF) [ASX:CLQ], Cobalt Power Group (TSXV:CPO), CobalTech Mining [TSXV:CSK] (OTCPK:BNCIF), Conico Ltd (ASX:CNJ), Corazon Mining Ltd [ASX:CZN], Dragon Energy (ASX:DLE), Highlands Pacific (OTC:HLPCF), Hinterland Metals Inc (TSXV:HMI) (OTC:HNLMF), and LiCo Energy Metals (TSXV:LIC) (OTCQB:WCTXF).

Top 10 Performing Stocks For 2018: Triple-S Management Corporation(GTS)

Advisors’ Opinion:

  • [By Peter Graham]

    Small cap Triple-S Management Corp (NYSE: GTS) is an independent licensee of the Blue Cross Blue Shield Association. It is one of the leading players in the managed care industry in Puerto Rico. Triple-S Management has the exclusive right to use the Blue Cross Blue Shield name and mark throughout Puerto Rico, the U.S. Virgin Islands, and Costa Rica. With more than 50 years of experience in the industry, Triple-S Management offers a broad portfolio of managed care and related products in the Commercial, Medicare Advantage, and Medicaid markets under the Blue Cross Blue Shield marks. It also provides non-Blue Cross Blue Shield branded life and property and casualty insurance in Puerto Rico.

Top 10 Performing Stocks For 2018: Royal Dutch Shell PLC(RDS.A)

Advisors’ Opinion:

  • [By Dustin Parrett]

    Specifically, the oil supermajors are ExxonMobil Corp. (NYSE: XOM), BP Plc. (NYSE: BP), Chevron Corp. (NYSE: CVX), Royal Dutch Shell Plc. (NYSE ADR: RDS.A), Conoco Phillips (NYSE: COP), Eni SpA (NYSE ADR: E), and Total SA (NYSE ADR: TOT).

  • [By WWW.THESTREET.COM]

    A number of oil and gas companies have backed the accord as well, including Chevron (CVX) , Royal Dutch Shell (RDS.A) and BP (BP) . Exxon (XOM) in March sent a letter to the White House urging it to stay in the Paris agreement, and CEO Darren Woods penned a personal letter to the president addressing the matter, the Financial Times reported last week.

  • [By WWW.THESTREET.COM]

    Global oil prices nudged higher Monday even amid reports that Royal Dutch Shell (RDS.A) is re-starting a key Houston refinery that was shuttered by Hurricane Harvey three weeks ago.

Top 10 Performing Stocks For 2018: FLIR Systems, Inc.(FLIR)

Advisors’ Opinion:

  • [By Peter Graham]

    Oregon based small cap FLIR Systems (NASDAQ: FLIR) was founded in 1978 as a world-leading maker of sensor systems that enhance perception and heighten awareness, helping to save lives, improve productivity, and protect the environment. Through its nearly 3,500 employees, the Company’s vision is to be “The World’s Sixth Sense” by leveraging thermal imaging and adjacent technologies to provide innovative, intelligent solutions for security and surveillance, environmental and condition monitoring, outdoor recreation, machine vision, navigation, and advanced threat detection.

  • [By Peter Graham]

    Oregon based small cap FLIR Systems (NASDAQ: FLIR) was founded in 1978 as a world-leading maker of sensor systems that enhance perception and heighten awareness, helping to save lives, improve productivity, and protect the environment. Through its nearly 3,500 employees, the Company’s vision is to be “The World’s Sixth Sense” by leveraging thermal imaging and adjacent technologies to provide innovative, intelligent solutions for security and surveillance, environmental and condition monitoring, outdoor recreation, machine vision, navigation, and advanced threat detection.

  • [By Teresa Rivas]

    Flir Systems(FLIR) was the biggest loser in the S&P 500 on Tuesday, but the stock recouped all its losses Wednesday, and then some.

    Getty Images

    Flir Systems gained $2.78, or 8.1%, to close at $36.93.

    The company’sdisappointing fourth-quarter earnings report was forgotten when it announced that the U.S. Coast Guard awarded it a $50 million contract. Flir will provide marine electronics systems for more than 2,000 Coast Guard vessels for its Scalable Integrated Navigation Systems 2 (SINS-2) program over a five-year period, with the option for extended delivery for an additional five years.

    Even before the news, Imperial Capital’sEd Mally was bullish on the stock’s prospects, who raised his price target on the stock by $2, to $38:

    Although we believe that some may still consider Flir as just a premier provider of very high-end cameras in the bellies of Bell Helicopters or border towers in a lumpy government sector, this 35-year-old company is a global leader in thousands of infrared detector cores and thermography equipment markets and also provides lower priced products to commercial and consumer security customers as well as other customers.

    Flir is up 2% so far this year.

    Coty(COTY) was the hottest stock in the S&P 500 yesterday.

  • [By Jim Robertson]

    Small cap homeland security and screening stocks like FLIR Systems (NASDAQ: FLIR), OSI Systems (NASDAQ: OSIS),Varex Imaging Corp (NASDAQ: VREX) and Patriot One Technologies (OTCQB: PTOTF) stand to benefit fromTrumps focus on border andinternal security in general. Heres what you need to know about all four:

Top Medical Stocks To Buy For 2018

When investors think of cannabinoid or marijuana stocks, they either think of better known stocks likeGW Pharmaceuticals PLC (NASDAQ: GWPH)and Zynerba Pharmaceuticals Inc (NASDAQ: ZYNE) that trade on bigger exchanges orCannabis Science Inc (OTCMKTS: CBIS) and Medical Marijuana Inc (OTCMKTS: MJNA) that are stilllisted on the OTC. However, there are other more indirect ways to invest in growing cannabinoid or marijuana acceptance.

Small cap Lexaria Bioscience Corp (OTCQB: LXRP)is a food sciences company focused on the delivery of active compounds that can behave as superfoods through its proprietary infusion technologies.This technology enables higher bioavailability rates for CBD, THC, NSAIDs, Nicotine and other molecules than is possible without lipophilic enhancement technology allowing for lower overall dosing requirements and/or higher effectiveness in active molecule delivery.The Companyhopes to reduce other common, but less healthy ingestion methods such as smoking as it embraces the benefits of public health.

Top Medical Stocks To Buy For 2018: Super Micro Computer, Inc.(SMCI)

Advisors’ Opinion:

  • [By Jim Robertson]

    On Friday, small cap Super Micro Computer (NASDAQ: SMCI) fell 7.52% after receivingnotification letter from Nasdaq stating that the Company is not in compliance with Nasdaq listing rule 5250(c)(1), which requires timely filing of reports with the SEC. Super Micro Computer isa global leader in high-performance, high-efficiency server technology and innovation, is a premier provider of end-to-end green computing solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, HPC and Embedded Systems worldwide. Supermicro’s advanced Server Building Block Solutions庐 offer a vast array of components for building energy-efficient, application-optimized, computing solutions. Architecture innovations include Twin, TwinPro, FatTwin, Ultra Series, MicroCloud, MicroBlade, SuperBlade庐, Simply Double, Double-sided Storage庐, Battery Backup Power (BBP庐) modules and WIO/UIO. Products include servers, blades, GPU systems, workstations, motherboards, chassis, power supplies, storage, networking, server management software and SuperRack庐 cabinets/accessories delivering unrivaled performance and value.

Top Medical Stocks To Buy For 2018: Abertis Infraestructuras S.A. (ABFOF)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    Atlantia (ATASF) (AT.IM), Eiffage (OTCPK:EFGSY) (FGR.FP), Ferrovial (OTC:FRRVF) (FER.SM), Albertis (OTC:ABFOF) (ABE.SM) and Vinci (OTCPK:VCISF) (DG.FP)

Top Medical Stocks To Buy For 2018: Royal Dutch Shell PLC(RDS.A)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Global oil prices nudged higher Monday even amid reports that Royal Dutch Shell (RDS.A) is re-starting a key Houston refinery that was shuttered by Hurricane Harvey three weeks ago.

  • [By Dustin Parrett]

    Specifically, the oil supermajors are ExxonMobil Corp. (NYSE: XOM), BP Plc. (NYSE: BP), Chevron Corp. (NYSE: CVX), Royal Dutch Shell Plc. (NYSE ADR: RDS.A), Conoco Phillips (NYSE: COP), Eni SpA (NYSE ADR: E), and Total SA (NYSE ADR: TOT).

  • [By Money Morning News Team]

    A $2 trillion valuation makes the company worth more than Chevron Corp. (NYSE:CVX), BP Plc. (NYSE ADR:BP), Exxon Mobil Corp. (NYSE: XOM), and Royal Dutch Shell Plc. (NYSE: RDS.A) – combined.

Top Medical Stocks To Buy For 2018: Fox Factory Holding Corp.(FOXF)

Advisors’ Opinion:

  • [By Javier Hasse]

    Fox Factory Holding Corp (NASDAQ: FOXF) was down 1.8 percent after posting a 2.16 percent rise over the day.

    Finally, Groupon Inc (NASDAQ: GRPN) gained 1.3 percent, continuing with the 3.85 percent spike it experienced on Friday trading.

cheap stock trading

Martin Shkreli, the pharmaceutical industry entrepreneur whod been indicted on charges of securities fraud, had his Twitter account suspended Sunday after he recently harasseda female journalist online.

Lauren Duca, a freelance journalist whose work has appeared in Teen Vogue and other publications, tweeted Thursday a screenshot of a direct Twitter message from Shkreli, in which he invited Duca to be his date to President-elect Trump’s inauguration.

I would rather eat my organs, she tweeted, along with a screenshot of the note.

I would rather eat my own organs pic.twitter.com/IgeCRZqk8w

— Lauren Duca (@laurenduca) January 5, 2017

Shkreli continued to tweet about Duca. He posted several photos of Duca on his Twitter banner and used a doctored photo, showing Duca sitting on a sofa, as his Twitter profile image. He also wrote on his Twitter bio that he had a small crush on Duca and hopes that she doesnt find out. His messages about Duca prompted some of his followers to tweet other doctored photos of Shkreli and Duca.

cheap stock trading: Royal Dutch Shell PLC(RDS.A)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Global oil prices nudged higher Monday even amid reports that Royal Dutch Shell (RDS.A) is re-starting a key Houston refinery that was shuttered by Hurricane Harvey three weeks ago.

  • [By Dustin Parrett]

    Big Oil stocks are the seven “oil supermajors” that do everything from oil drilling to refining to retail sales. This is a list of the Big Oil companies:

    Big Oil CompanyShare PriceYTDMarket CapExxon Mobil Corp. (NYSE: XOM)$83.44-7.58%$353.13BChevron Co. (NYSE: CVX)$113.56-3.5%$217.62BConocoPhillips Co. (NYSE: COP)$48.21-3.78%$61.42BRoyal Dutch Shell Plc. (NYSE ADR: RDS.A)$52.35-3.82%$221.08BBP Plc. (NYSE ADR: BP)$34.12-8.71%$112.69BTotal SA (NYSE: TOT)$50.26-1.35%$124.6BEni SpA (NYSE: E)$31.51-2.3%$58.69B

    Despite being huge global oil companies, shares of Big Oil stocks are all in the red this year. Those losses have all happened even as the Dow is smashing record highs and trading up 6.4% year to date.

  • [By WWW.THESTREET.COM]

    A number of oil and gas companies have backed the accord as well, including Chevron (CVX) , Royal Dutch Shell (RDS.A) and BP (BP) . Exxon (XOM) in March sent a letter to the White House urging it to stay in the Paris agreement, and CEO Darren Woods penned a personal letter to the president addressing the matter, the Financial Times reported last week.

  • [By Dustin Parrett]

    Specifically, the oil supermajors are ExxonMobil Corp. (NYSE: XOM), BP Plc. (NYSE: BP), Chevron Corp. (NYSE: CVX), Royal Dutch Shell Plc. (NYSE ADR: RDS.A), Conoco Phillips (NYSE: COP), Eni SpA (NYSE ADR: E), and Total SA (NYSE ADR: TOT).

  • [By Money Morning News Team]

    A $2 trillion valuation makes the company worth more than Chevron Corp. (NYSE:CVX), BP Plc. (NYSE ADR:BP), Exxon Mobil Corp. (NYSE: XOM), and Royal Dutch Shell Plc. (NYSE: RDS.A) – combined.

cheap stock trading: bebe stores, inc.(BEBE)

Advisors’ Opinion:

  • [By Lisa Levin]

    bebe stores, inc. (NASDAQ: BEBE) shares dropped 26 percent to $3.86. bebe stores will reportedly license www.bebe.com domain name, social media accts. and international wholesale agreements to one or more third parties, according to Reuters.

  • [By WWW.THESTREET.COM]

    Just in the past few weeks, Wall Street has seen bankruptcy filings from sporting goods retailer Gander Mountain, RadioShack successor General Wireless Operations, everyday value price department store operator Gordmans Stores (GMAN) and appliances, electronics and furniture retailer HHGregg (HGG) . Last Wednesday, children’s apparel retailer Gymboree cautioned it was running low on cash and may not survive. Sears Holdings Corp. (SHLD) voiced concerns on Tuesday about its ability to stay in business, while women’s apparel chain Bebe (BEBE) is reportedly on the brink of closing all 170 of its stores.

  • [By WWW.THESTREET.COM]

    Not helping matters was a continued drumbeat of retail death stories such as Payless possibly closing 500 stores, Bebe (BEBE) on the verge of shuttering 170 stores and Sears Holdings’  (SHLD) CFO spreading #fakenews in a new blog post that the retailer is a “viable” entity. It’s not, especially after the language it slipped in its new annual report on Tuesday. 

cheap stock trading: Inter Parfums, Inc.(IPAR)

Advisors’ Opinion:

  • [By Monica Gerson]

    Inter Parfums, Inc. (NASDAQ: IPAR) is estimated to post its quarterly earnings at $0.31 per share on revenue of $110.58 million.

    Norwegian Cruise Line Holdings Ltd (NASDAQ: NCLH) is expected to report its quarterly earnings at $0.37 per share on revenue of $1.10 billion.

cheap stock trading: Archrock, Inc.(AROC)

Advisors’ Opinion:

  • [By Dustin Parrett]

    Company Name

    Share PriceYTDMarket CapClayton Williams Energy Inc. (NYSE: CWEI)$138.8216.4%2.4BDiamondback Energy Inc. (Nasdaq: FANG)$106.365.42%$9.38BWestern Gas Partners LP (NYSE: WES)$65.6411.71%$9.67BTesoro Logistics LP (NYSE: TLLP)$59.3416.79%$6.25BResolute Energy Corp. (NYSE: REN)$46.0811.87%$931.13MAntero Midstream Partners LP (NYSE: AM)$34.9813.28%$6.4BExterran Corp. (NYSE: EXTN)$33.9942.22%$1.19BDominion Midstream Partners LP (NYSE: DM)$32.9011.34%$2.6BNextEra Energy Partners LP (NYSE: NEP)$31.1922.12%$1.68BArchrock Inc. (NYSE: AROC)$16.0021.21%$1.12B

    While some of these stocks have performed well, we arent recommending this list of natural gas stocks. Thats because we arent interested in stocks that have already peaked at Money Morning; were interested in the next big winner. And we have one that could surge in 2017

cheap stock trading: Kinross Gold Corporation(KGC)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Given revised commodity deck forecasts (particularly for Steel and Gold) and improved Balance Sheet health (Steels, Precious and Industrials Metals) we are upgrading our ratings on several stocks in our coverage. We generally favor companies that have already initiated specific self-help, have low-cost assets and are less exposed to China supply and demand dynamics. In Steels, we have increased our rating from Hold to Buy on Nucor (NUE) and from Sell to Hold on US Steel. We have also upgraded Kinross Gold (KGC) to a Hold on valuation…On higher-than-peer valuations, we reiterate Sell-rated Coeur Mining (CDE), Franco-Nevada (FNV), Goldcorp (GG), Teck Resources (TCK) and highly leveraged AK Steel given preference to issue further equity if possible.

  • [By Monica Gerson]

    Kinross Gold Corporation (USA) (NYSE: KGC) is projected to post a quarterly loss at $0.01 per share on revenue of $808.09 million.

    Crocs, Inc. (NASDAQ: CROX) is expected to report its quarterly earnings at $0.05 per share on revenue of $265.90 million.

  • [By Lee Jackson]

    Kinross Gold Corp. (NYSE: KGC) may be the stock that give investors the most amount of leverage on a gold rebound. Management reduced the company’s annual capital expenditures forecast to $1.45 billion from $1.6 billion, saving $180 million from its cost restructuring initiatives. Cancellation of its upcoming semiannual dividend payment to its shareholders will save $182 million per year. Kinross expects to produce gold at a cost of $1,000 to $1,200 an ounce this year. The Merrill Lynch target is $7.00, and the consensus target is $6.55. The dividend, which soon will be cancelled, has a yield of 2.9%.

  • [By Lisa Levin]

    Friday afternoon, the basic materials sector proved to be a source of strength for the market. Leading the sector was strength from Kinross Gold Corporation (USA) (NYSE: KGC) and Yamana Gold Inc. (USA) (NYSE: AUY).

cheap stock trading: CYS Investments, Inc.(CYS)

Advisors’ Opinion:

  • [By Amanda Alix]

    As the spread between short-term and long-terminterest rates began to contract, strangling profits, competition for MBSes also caused prices to rise. Other agency mREITs were nervous, too. CYS Investments (NYSE: CYS  ) noted at the time that QE3 turned the Federal Reserve into the sector’s biggest rival for mortgage bonds, and as spreads began to shrink, so did dividends. By December of last year, Annaly, Armour, and Capstead Mortgage (NYSE: CMO  ) had all trimmed their payouts.