Friday, September 19, 2014

Top Clean Energy Stocks To Own For 2014

Synthesis Energy Systems Inc. (NASDAQ: SYMX) shares were among the Friday’s biggest percentage gainers, all because it has a deal to become a leader in the clean coal gasification market in China.

The question is whether the deal really means much other than speculators in low-priced shares pushing the stock up.

The Houston company will partner with Zhangjiagang Chemical Machinery to form a joint venture called ZCM-SES Sino-U.S. Clean Energy Technologies.

ZCM will contribute approximately $16.5 million to the venture for a 65% ownership interest, while Synthesis Energy will contribute exclusive usage of its advanced, proprietary gasification technology in Indonesia, Malaysia, Mongolia, the Philippines and Vietnam for a 35% ownership interest.

The cash may be the most important part of the deal, as far as Synthesis Energy is concerned. It has had a rocky history. It had operated a commercial scale coal gasification plant in the Shandong Province of China, but the plant was shut down.

Top 10 Performing Stocks To Invest In 2015: Autodesk Inc.(ADSK)

Autodesk, Inc. provides design software and services to customers worldwide. Its Platform Solutions and Emerging Business segment offers AutoCAD software, a customizable and extensible computer-aided design (CAD) application for professional design, drafting, detailing, and visualization in fields ranging from construction to manufacturing, civil engineering, and process plant design; and AutoCAD LT, a professional drafting and detailing software that includes document sharing capability. The company?s Architecture, Engineering and Construction segment offers Autodesk Revit products, which provide model-based design and documentation system for architects, structural engineers, and design-build teams, as well as mechanical, electrical, and plumbing engineers; AutoCAD Civil 3D products, which provide a surveying, design, analysis, and documentation solution for civil engineering; AutoCAD Architecture software that includes architecture industry-specific tools to improve co ordination; and AutoCAD Map 3D software, which provides direct access to data needed for infrastructure planning, design, and management activities. Autodesk, Inc.?s Manufacturing segment?s products comprise Autodesk Inventor, which offers engineers a set of tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; AutoCAD Mechanical software that accelerates the mechanical design process; and Autodesk Moldflow, which provides tools that help manufacturers optimize the design of plastic parts and injection molds, and study the injection molding process. Its Media and Entertainment segment offers animation products that provide tools for digital sculpting, modeling, animation, effects, rendering, and compositing; and creative finishing products that provide editing, finishing, and visual effects design and color grading. The company also offers design and creation suites. Autodesk, Inc. was founded in 1982 and is headquartered in San R afael, California.

Advisors' Opinion:
  • [By Peter Graham]

    The Q2 2014 earnings report for software stock Adobe Systems Incorporated (NASDAQ: ADBE), a potential peer or performance benchmark of other software stocks or players like Microsoft Corporation (NASDAQ: MSFT), Autodesk, Inc (NASDAQ: ADSK) and iShares S&P GSTI Software Index Fund (NYSEARCA: IGV), is scheduled for after the market closes on Tuesday. Aside from the Adobe Systems Incorporated earnings report, it should be said that Microsoft Corporation reported Q3 2014 earnings on April 24th (FYQ3 revenues and�EPS beat; cloud revenue doubled; Q4 view was light) and Autodesk, Inc reported Q1 2015 earnings on�May 15th (Q1 revenues beat and�earnings met�estimates). The last time Adobe Systems reported earnings, it beat expectations thanks to strong adoption of Creative Cloud and Adobe Marketing Cloud as the�company has been shifting away from from physical products to cloud-based software that users subscribe to.

  • [By Markus Aarnio]

    Autodesk (ADSK) operates as a design software and services company worldwide. Its Platform Solutions and Emerging Business segment offers AutoCAD software.

Top Clean Energy Stocks To Own For 2014: Braskem SA (BRKM5)

Braskem SA is a Brazil-based company primarily engaged in the manufacture of basic petrochemical products. The Company operates in five segments: Basic petrochemicals, Polyolefins, Vinyls, International businesses and Chemical Distribution. The Company�� products portfolio includes ethylene, propylene, butadiene, toluene, xylene, benzene, gasoline, diesel oil, liquefied petroleum gas (LPG), as well as thermoplastic resins, such as polyethylene (PE), polypropylene (PP) and polyvinyl chloride (PVC). Additionally, Braskem is also engaged in the import and export of chemicals, petrochemicals and fuels; the production, supply and sale of utilities, such as steam, water, compressed air, industrial gases, as well as the provision of industrial services, and the production, supply and sale of electric energy for its own use and use by other companies. The Company also invests in other companies, either as a partner or shareholder. Advisors' Opinion:
  • [By Harry Suhartono]

    Brazil�� Ibovespa rose for a third day as traders pared bets on higher borrowing costs in Brazil, boosting the outlook for companies that sell in the local market. B2W Cia. Digital led gains among retailers, with Lojas Americanas SA (LAME3) and Natura Cosmeticos SA (NATU3) also trading higher. Petrochemicals producer Braskem SA (BRKM5) was the worst performer on the equity gauge after O Estado de S.Paulo reported Petroleo Brasileiro SA (PETR4) is seeking to raise prices of naphtha sold to the company by 5 percent.

Top Clean Energy Stocks To Own For 2014: Lynas Corp Ltd (LYSDY)

Lynas Corporation Limited is engaged in integrated extraction and processing of rare earth minerals, primarily in Australia and Malaysia; and development of Rare Earth deposits. The Company is engaged in commercial production and shipments of Rare Earths products. The Company has Temporary Operating Licence (TOL) for its Lynas Advanced Materials Plant (LAMP). The Company�� subsidiary includes Lynas Malaysia Sdn Bdh, Lynas Services Pty Ltd, Mount Weld Holdings Pty Ltd, Mount Weld Mining Pty Ltd, Lynas Africa Holdings Pty Ltd and Lynas Africa Ltd. Lynas Malaysia Sdn Bdh operates and develops advanced material processing plant. Mount Weld Mining Pty Ltd is engaged in development of mining areas of interest and operation of concentration plant. Lynas Africa Ltd is engaged in mineral exploration. Advisors' Opinion:
  • [By Rich Duprey]

    Molycorp also needs to contend with the fact that there's a limited market for the metals it will mine at the same time�Lynas (NASDAQOTH: LYSDY  ) is�already out there producing them in Malaysia, let alone what China itself is bringing to the market. To think it can substantially crack the market at a profitable price in sufficient quantities, even if it does become a low (or the lowest) cost producer, is wishful thinking of the highest order.

Top Clean Energy Stocks To Own For 2014: Digital Cinema Destinations Corp (DCIN)

Digital Cinema Destinations Corp., incorporated on July 29, 2010, operates eight theatres and 73 screens located in Westfield, New Jersey (Rialto), Cranford, New Jersey (Cranford), Bloomfield, Connecticut (the Bloomfield 8) and five theatres located in central Pennsylvania (Cinema Centers). During the fiscal year ended June 30, 2012 (fiscal 2012), the Company operates eight theatres, two in New Jersey, with a total of 11 screens, one in Connecticut, with a total of 8 screens and five in central Pennsylvania, with a total of 54 screens. In March 2014, the Company announced that it has completed the acquisition of a seven screen theater in Churchville, MD from Flagship Cinemas.

The Rialto is a six-screen theatre located in downtown Westfield, New Jersey, which has a population of approximately 30,000 people. The Bloomfield 8 is an eight-screen theatre located at the Wintonbury Mall in the town of Bloomfield, Connecticut, which is a New England town of over 20,000 people that is home to many sites that are on the National Register of Historic Places and is approximately 5.5 miles from downtown Hartford, Connecticut. Cinema Centers consists of a chain of five theatres with 54 screens located throughout central Pennsylvania. All of the Cinema Centers theatres are in free zones. The 11-screen Cinema Center of Bloomsburg theatre is located in Bloomsburg, Pennsylvania. Bloomsburg, a college town of approximately 13,000 people, is located midway between Wilkes Barre and Williamsport, Pennsylvania. The 12-screen Cinema Center of Camp Hill theatre is located in Camp Hill, Pennsylvania, just outside of Harrisburg, Pennsylvania. Harrisburg is the state capital of Pennsylvania with a population of approximately 50,000 people.

The 10-screen Cinema Center at Fairgrounds Square Mall is located in Reading, Pennsylvania. The Company�� Cinema Centers, had one digital projector, RealD 3D enabled. The 12-screen Cinema Center at Selinsgrove is located in Selinsgove, Pennsylvania. Selinsgrove is ! a historic town located on the Susquehanna River with a population of approximately 27,000 people located within five miles of the theatre. The nine-screen Cinema Center of Williamsport is located in Williamsport, Pennsylvania.

The Company competes with Regal Entertainment Group, AMC Entertainment Inc., Clearview and Cinemark USA, Inc.

Advisors' Opinion:
  • [By Erin McCarthy]

    Carmike Cinemas Inc.(CKEC), the nation’s fourth-largest movie theater chain, said Thursday it is acquiring Digital Cinema Destinations Corp.(DCIN), a smaller rival that does business as Digiplex.

Top Clean Energy Stocks To Own For 2014: M.D.C. Holdings Inc. (MDC)

M.D.C. Holdings, Inc., through its subsidiaries, engages in homebuilding and financial services businesses in the United States. Its homebuilding business activities include the purchase of finished lots or development of lots for the construction and sale of single-family detached homes to first-time and first-time move-up homebuyers under the Richmond American Homes name. The company�s financial services business activities comprise the origination of mortgage loans primarily for homebuyers; provision of third-party insurance products to homebuyers; and title agency services to homebuyers in Colorado, Florida, Maryland, Nevada, and Virginia. It also provides insurance coverage on homes sold and for work performed in completed subdivisions; and re-insures the claims. M.D.C. Holdings, Inc. was founded in 1972 and is based in Denver, Colorado.

Advisors' Opinion:
  • [By John Buckingham, Chief Investment Officer, Al Frank Asset Management, Inc. (AFAM)]

    MDC Holdings (MDC) is a builder and seller of homes in California, Colorado, Maryland, Virginia, Arizona, and Nevada under the name Richmond American Homes, and an originator of mortgage loans for home buyers.

  • [By Dimitra DeFotis]

    Colleague Dave Englander recommended taking profits in another medical device maker, Boston Scientific (BSX) in mid-August. At the time, he noted that stock was up 107% since his favorable recommendation had appeared, outpacing the Standard & Poor’s 500 Index by 80 points. He noted Boston Scientific faces competition from St. Jude and Medtronic (MDC), and he said that the market for stents and defibrillators has stabilized but is “not likely to grow meaningfully.” �(See “Time to Sell These Winners,” Aug. 14, subscription required.)

  • [By Morgan Housel]

    Larry Mizel, CEO, MDC Holdings (NYSE: MDC  ) :

    So I think that the United States is in a unique place where it's a safe haven for capital. As we look around the world, there's not a lot of safe havens. And so housing benefits from the pent-up demand. It benefits from the low interest rates. And the home value and the affordability, as you know that the affordability is well imbalanced, and there seems to be room to run between the cost and what the affordability index would anticipate. And so I think the industry is working hard to expand to meet the demand and the needs of the buyer. We're creating jobs, which is great for our country. We're helping the GDP, which is certainly lacking in many areas. So I think the aggregate impact of providing housing and value is working out very well for everyone.

  • [By The Oxen Group]

    MDC Holdings (MDC) through its subsidiary Richmond American Homes builds new single family homes in various regions of the country and provides mortgage services as well. We initiate a BUY recommendation as we believe company shares have the potential to appreciate by 50% in the next 12 months. MDC is entering the upscale housing market that, if profitable, could potentially lead the way to further development in this direction. The company could also see a revenue boost and better market share due to implementations of new standard energy features that separates itself from competition.

Top Clean Energy Stocks To Own For 2014: Kayne Anderson MLP Investment Co (KYN)

Kayne Anderson MLP Investment Company, incorporated on June 4, 2004, is a non-diversified, closed-end investment company. The Company�� investment objective is to obtain a high after-tax total return by investing at least 85% of its total assets plus any borrowings in energy-related master limited partnerships (MLPs) and their affiliates, and in other companies that, as their principal business, operate assets used in the gathering, transporting, processing, storing, refining, distributing, mining or marketing of natural gas, natural gas liquids, crude oil, refined petroleum products or coal (collectively with MLPs referred to as Midstream Energy Companies). The Company�� portfolio investments principally consist of equity securities issued by MLPs.

Kayne Anderson MLP Investment Company may invest up to 15% of its total assets in any single issuer. It may invest up to 20% of its total assets in debt securities, which may include below investment-grade securities. The Company�� portfolio includes investments in pipeline MLPs, propane MLPs, shipping MLPs, coal MLPs and upstream MLPs. The Company�� investment advisor is Kayne Anderson Capital Advisors, L.P.

Advisors' Opinion:
  • [By Jon C. Ogg]

    The ETFs and funds held up on Monday:

    JPMorgan Alerian MLP Index ETN (NYSEArca: AMJ) was down only 0.3% at $46.86, versus a 52-week range of $42.18 to $49.31. Volume was 1.1 million shares versus an average of about 628,000. ALPS Alerian MLP ETF (NYSEArca: AMLP) closed down 0.45 at $17.57, versus a 52-week range of $16.75 to $18.36. This ETF traded more than 3.1 million shares, up from an average of about 2.85 million shares. The closed-end fund of Kayne Anderson MLP Investment Company (NYSE: KYN) even managed to rise by 0.26% to $38.70 against a 52-week range of $33.11 to $40.22. Its volume was also almost 300,000 shares versus an average volume of closer to 218,000 shares.

    It still seems more than interesting that the investment community did not pound the rest of the sector in sympathy with Boardwalk. This Boardwalk MLP still has a $3.1 billion market cap, even after getting cut almost in half. Usually investors try to tie in peers when one implosion is seen versus others. It seems as though they are trusting that negative natural gas exposure here is not going to spill over into the rest of the sector, and maybe not even spill over into the price of units in its more direct peers.

Top Clean Energy Stocks To Own For 2014: Massive Dynamics Inc (MSSD)

Massive Dynamics, Inc., incorporated on March 15, 2011, is a development-stage company. The Company is providing services to communication tower operators. On August 20, 2012, Kylemore Corp. (Kylemore) approximately 90% of the Company. On April 16, 2013, the Company entered into an Asset Purchase Agreement with Real-View 3D (RV3D). With the Company's acquisition of the assets of RV3D, the Company is providing engineering and compliance to communications tower operators to three dimension (3D) imaging. RV3D is an image capture product company that has developed and is committed to design, patent, manufacture and market 3D imaging Z-axis capture products for the consumer computer peripherals market.

The Company has developed technology around an imaging technology known as structured light, which allows for the rapid capture and processing of the digital signal capture 3D images of objects or real time 3D video of a desired target. A structured light image is a calibrated grid of lines that is projected on the subject. These projected lines deviate as they fall over the subject. An image of these lines is captured. Real View 3D software can extract Z-axis data from these line deviations and a topographical map is created. To image a complete subject, the subject is rotated 360 degrees for the image and then another 360 degree rotation for capturing the structured light for the Z axis map information. The resulting Z axis map and the image are then fused into a 360 degree renderable image. This image can then be exported into many other formats for viewing. The Company's primary business will be to develop and market 3D scanning, capture, rendering, and printing products to four markets: consumer, commercial, industrial, and medical.

Advisors' Opinion:
  • [By Rich Smith]

    The problem with that, of course, is that competition is beginning to emerge in machine selling, as small companies with names such as ExOne (NASDAQ: XONE  ) and Massive Dynamics (NASDAQOTH: MSSD  ) begin to horn in on the printer biz. Competition will probably arise even faster in the selling of printing composites, as Hewlett-Packard discovered to its detriment, when printer ink cartridge "refillers" began stealing away its lucrative ink business.

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