Monday, September 22, 2014

Hot Companies To Invest In 2014

GasLog Partners (GLOP) is a limited partnership firm which owns, operates and acquires LNG carriers under long-term charter of five years or more. The company has an initial fleet of three LNG carriers with long-term contracts scheduled to expire in 2018 and 2019.

GasLog (GLOG) is the parent company of GasLog Partners. The company is an owner, operator and manager of LNG carriers and works as a part of LNG logistics chain. In April 2012, the company had a fleet of 10 LNG carriers and since then GasLog has increased its capacity by 111% to 21 fully owned ships.

This article discusses the investment positives for the recently listed GasLog Partners. The investment conclusion is that the company is a strong buy for the long term.

Key Investment Positives:�Modern Fleet with Visible Growth

GasLog Partners��initial fleet consists of three LNG carriers with contract expiry in 2018 and 2019. In addition to this, GasLog Partners has the option to purchase 12 LNG carriers over the next three years.

Top 10 Transportation Companies To Invest In Right Now: Cytomedix Inc (CMXI)

Cytomedix, Inc. (Cytomedix), incorporated in April 29, 1998, is a regenerative therapies company marketing and developing products within the United States and internationally .The Company commercializes cell-based technologies that harness the regenerative capacity of the human body to trigger natural healing. The Company is a commercial operation, and a robust clinical pipeline representing a logical extension of its commercial technologies in the evolving field of regenerative medicine. Cytomedix primarily operates in the United States. Its commercial offerings are centered on its point of care platform technologies for the safe and efficient separation of blood and bone marrow to produce platelet based therapies or cell concentrates.

The Company markets and selsl two distinct platelet rich plasma (PRP) technologies, the AutoloGel System for wound care and the Angel concentrated Platelet Rich Plasma (cPRP) Sytem in orthopedic and cardiovascular markets. Its clinical pipeline includes the ALDH, which are cell-based therapies (Bright Cells). In February 2012, the Company acquired Aldagen, Inc.

The AutoloGel System

The AutoloGel System is a point of care device for the production of a platelet based bioactive therapy derived from a small sample of the patient�� own blood. Using the patient�� own platelets as a therapeutic agent, AutoloGel harnesses the body�� natural healing processes to deliver growth factors, chemokines and cytokines known to promote angiogenesis and to regulate cell growth and the formation of new tissue.

Angel Product Line

The Angel concentrated Platelet Rich Plasma (cPRP) System is a multi-functional cell separation device which produces concentrated platelet rich plasma for use in the operating room and clinic and is used in a range of orthopedic and cardiovascular indications. Similar to the AutoloGel System, the Angel System is a point of care device for the production of a concentrated, aseptic platelet! -based bioactive therapy derived from a small sample of the patient�� own blood. The resulting cPRP is applied at the site of injury to promote healing. The Angel product line also includes ancillary products such as phlebotomy and applicator supplies and activAT. activAT is designed to produce autologous thrombin serum from platelet poor plasma and is sold exclusively in Europe and Canada, where it provides a safe alternative to bovine-derived products.

ALDHbr Cell Technology and Development Pipeline

The ALDHbr (Bright Cell) technology is an approach to cell-based regenerative medicine and a logical extension of its commercial technologies in the evolving regenerative medicine market, with potential clinical indications in markets with unmet medical needs such as peripheral arterial disease and ischemic stroke. The Bright Cell technology is in that it utilizes an intracellular enzyme marker to facilitate fractionation of essential regenerative cells from a patient�� bone marrow. The bone marrow fractionation process identifies and isolates active stem and progenitor cells expressing high levels of the enzyme aldehyde dehydrogenase, or ALDH, which is a key enzyme involved in the regulation of gene activities associated with cell proliferation and differentiation.

The Company�� lead product candidate, ALD-401, is an autologous preparation of Bright Cells for the post-acute treatment of ischemic stroke. ALD-401 is being evaluated in the RECOVER-Stroke clinical study, an ongoing 100-patient, double-blind, placebo-controlled Phase 2 study in patients with unilateral, cerebral ischemic stroke with an NIH stroke scale score of less than 22. An additional product candidate, ALD-301, is in clinical development for peripheral arterial disease (PAD), a condition causing reduced flow of blood and oxygen to muscles in the leg. It has completed a Phase 1/2 study of autologous ALD-301 in critical limb ischemia (CLI), a late stage condition caused by PAD. The Phase 2 PACE! (Patient! s with Intermittent Claudication Injected with ALDH Bright Cells) study is an 80 patient, double-blind, placebo-controlled clinical trial intended to demonstrate the safety and efficacy of ALD-301 (Bright Cells) in patients diagnosed with IC.

The Company competes with Harvest Technologies (a subsidiary of Terumo), Biomet, Arteriocyte, and Arthrex.

Advisors' Opinion:
  • [By James E. Brumley]

    To give credit where it's due, Cytomedix, Inc. (OTCBB:CMXI) and Baxter International Inc. (NYSE:BAX) have both helped shape the landscape of the hemostasis (bleeding control) market with their products, AutoloGel and TISSELL, respectively. Arch Therapeutics Inc. (OTCBB:ARTH) has proverbially taken their concepts "up a notch", however, and its direct solution to a problem that CMXI and BAX can't quite solve may make ARTH the hottest trading candidate in the hemostasis space.

  • [By Bryan Murphy]

    When traders think of post-surgical wound management stocks, they may first think of names like Cytomedix, Inc. (OTCBB:CMXI) or Alliqua Inc. (OTCMKTS:ALQA). And well they should. Both companies have something of a history in the arena. ALQA is the purveyor of SilverSeal and Hydress antibiotic bandages, while CMXI is the developer of the AutoloGel system, which induces an affected patient's on body to do what it's supposed to do if there's a wound that won't heal. Cytomedix also makes the Angel platelet-rich plasma (PRP) delivery system. There's a relatively new name to add to the list of game-changing stocks in wound-management industry, however.... Arch Therapeutics Inc. (OTCBB:ARTH). The company is developing - well, has developed - a product called AC5 that nips post-surgical bleeding in the bud, largely negating the need for other post-surgical bleeding-control measures.

Hot Companies To Invest In 2014: First Citizens BancShares Inc.(FCNCA)

First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides various banking products and services to retail and commercial customers in the United States. It offers transaction and savings deposit accounts, commercial and consumer loans, deposit and treasury services and products, cardholder and merchant services, wealth management services, and other commercial banking services. The company also operates as a broker-dealer in securities that provides investment services, including the sale of annuities and third party mutual funds, as well as title insurance agency services. In addition, it owns and leases real estate properties. The company provides its services through branch, telephone and online banking, and automated teller machine network. It operates branches in 17 states and the District of Columbia. The company was founded in 1893 and headquartered in Raleigh, North Carolina.

Advisors' Opinion:
  • [By Tim Melvin]

    First Citizens Bank and Trust (FCNCA) is another bank that has seen its returns slipping in the past year. The return on assets and return on equity have both dropping for three consecutive quarters. The tangible equity-to-assets ratio is improving, and now stands at 9.46 but is still below the national averages.

Hot Companies To Invest In 2014: WisdomTree Emerging Markets Equity Income Fund (DEM)

WisdomTree Emerging Markets High-Yielding Equity Fund (the Fund) seeks to track the performance of the WisdomTree Emerging Markets High-Yielding Equity Index (the Index). The Index measures the performance of emerging market stocks with relatively high dividend yields. The Index is created by selecting the top 30% of Index constituents ranked by dividend yield from the WisdomTree Emerging Markets Dividend Index. Companies eligible for inclusion in the Index must be incorporated in and have their shares listed on a major stock exchange in Argentina, Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Israel, Malaysia, Mexico, the Philippines, Poland, Russia, South Africa, South Korea, Taiwan, Thailand or Turkey. Companies must have paid at least $5 million in cash dividends on their common stock in the 12 months prior to the most recent Index measurement date. Companies are weighted in the Index based on regular cash dividends paid. The Index includes large-capitalization, mid-capitalization and small-capitalization securities.

The Fund employs a passive management or indexing investment approach designed to track the performance of the Index. The Fund attempts to invest all, or substantially all, of its assets in the stocks that make up the Index. The Fund generally uses a representative sampling strategy to track the Index. The Fund�� investment advisor is WisdomTree Asset Management, Inc.

Advisors' Opinion:
  • [By Genia Turanova]

    WisdomTree Emerging Markets Equity Income ETF (DEM) is designed to track the performance of the high-yielding subset of the dividend paying segment of 18 emerging-markets nations.

  • [By Philip Springer, President, Retirement Wealth Management, Inc.]

    Our favorite is battle-tested WisdomTree Emerging Markets Equity Income (DEM). It holds some 200 high-yield emerging-markets stocks, weighted by their annual dividend payouts.

  • [By TopYields]

    1. WisdomTree Emerging Markets Equity Income (DEM)

    This ETF tracks the price and yield performance of the WisdomTree Emerging Markets Equity Income Index, a fundamentally-weighted index that measures the performance of the dividend-yielding securities in the top 30% by dividend yield of the WisdomTree Emerging Markets Dividend Index. The stocks in the Index are weighted based on annual cash dividends paid.

  • [By Carlton Delfeld]

    Finally, to get more Asia and emerging market exposure, add a dash of the WisdomTree Emerging Market Equity Income ETF (DEM).

    DEM has 20% exposure to Taiwan, as well as 20% to Brazil. Telecom companies make up a majority of the companies in the basket and you can expect it to distribute dividend income in the area of 5% annually.

Hot Companies To Invest In 2014: Model N Inc (MODN)

Model N, Inc., incorporated on December 14, 1999, is a provider of revenue management solutions for the life science and technology industries. The Company�� solutions enable its customers to maximize revenues and reduce revenue compliance risk by transforming their revenue lifecycle from a series of tactical, disjointed operations into a strategic end-to-end process. The Company�� customers use its application suites to manage mission-critical functions, such as pricing, contracting, incentives and rebates. Its solutions include two complementary suites of software applications, Revenue Management Enterprise and Revenue Management Intelligence. On January 18, 2012, the Company acquired certain assets of LeapFrogRx, Inc. (LeapFrogRx), a privately held cloud-based analytics solution provider for the pharmaceutical industry.

The Company provides solutions that span the organizational and operational boundaries of functions such as sales, marketing and finance, and serve as a system of record for key revenue management processes including pricing, contracts, rebates and regulatory compliance. Its application suites are purpose-built for the life science and technology industries and are designed to work with enterprise resource planning (ERP) and customer relationship management (CRM) applications that do not typically provide revenue management capabilities by enabling real-time pricing, managing contracts and automating channel incentives management, including rebates.

Revenue Management Enterprise suite

A broad set of transactional applications that serve as a system of record for, and automate the execution of revenue management processes such as incentive and rebate management, pricing and contracting. This suite includes its Price Management, Deal Management, Contract Management, Incentive and Rebate Management and Regulatory Compliance Management applications, which can be purchased together as a suite or as separate stand-alone applications.

Revenue Management Intelligence suite

A broad set of intelligence applications that provide the analytical insights to define and optimize revenue management strategies. This suite includes its Price Strategy, Brand Strategy, Channel Strategy, Managed Markets Strategy and International Reference Pricing applications, which can be purchased together as a suite or as separate stand-alone applications.

Advisors' Opinion:
  • [By Lee Jackson]

    Model N Inc. (NYSE: MODN) develops applications, such as managed care and government pricing, for life science companies and channel incentives based on design wins for technology companies. The company’s customers use its application suites to manage mission-critical functions, such as pricing, contracting, incentives and rebates. The company had a recent initial public offering (IPO) that traded as high as $24.80 before badly missing earnings and being taken to the woodshed. Deutsche Bank still rates it as a stock to buy and has a $12 price target. The consensus target is at $15. The stock closed Friday at $9.88.

  • [By Rick Munarriz]

    I went out on a limb last week, and now it's time to see how that decision played out.

    I predicted that Model N (NYSE: MODN  ) would post a smaller loss than analysts were expecting. The provider of revenue management solutions has been a dud since going public nearly a year ago, but one thing it has consistently done is post a smaller deficit than what the pros are forecasting. Wall Street was settling for a loss of $0.12 a share, and Model N sported only $0.03 a share in red ink. The stock soared 19% on Tuesday after the better-than-expected report. I was right. After more than a year of predicting that the tech-heavy Nasdaq would outperform the Dow Jones Industrial Average � (DJINDICES: ^DJI  ) , I mixed things up two weeks ago. I simply predicted that the Dow would bounce back after plunging 3.5% and 1.1% over the prior two weeks. I repeated the call this time around, and the Dow responded with a hearty 2.3% gain. I was right.� My final call was for LeapFrog (NYSE: LF  ) to beat Wall Street's income estimates in its latest quarter. The maker of electronic learning toys has been routinely beating Wall Street projections over the past year. I was banking on a repeat performance, but it wasn't to be. LeapFrog merely broke even on a sharper drop in revenue than expected. Analysts had been braced for a profit of $0.14 a share. I was wrong.

    Two out of three? I can do better than that. Let me once again whip out my trusty, dusty, and occasionally accurate crystal ball to make three calls that may play out over the next few trading days.

Hot Companies To Invest In 2014: TPC Group Inc.(TPCG)

TPC Group Inc. produces and sells value-added products derived from petrochemical raw materials to chemical and petroleum based companies in North America. The company operates in two segments, C4 Processing and Performance Products. The C4 Processing segment offers butadiene that is primarily used to produce synthetic rubber used in tires and other automotive products; butene-1, which is principally used in the manufacture of plastic resins and synthetic alcohols; raffinates that are primarily used to manufacture alkylate; and methyl tertiary butyl ether, which is principally used as a gasoline blending stock. The Performance Products segment provides high purity isobutylene, which is primarily used in the production of synthetic rubber, lubricant additives, surfactants, and coatings; conventional polyisobutylenes and highly reactive polyisobutylenes that are principally used in the production of fuel and lubricant additives, caulks, adhesives, sealants, and packaging; di isobutylene, which is primarily used in the manufacture of surfactants, plasticizers, and resins; and nonene and tetramer that are principally used in the production of plasticizers, surfactants, and lubricant additives. The company was formerly known as Texas Petrochemicals Inc. and changed its name to TPC Group Inc. in January 2010. TPC Group Inc. was founded in 1943 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By CRWE]

    TPC Group Inc. (Nasdaq:TPCG), a leading fee-based processor and service provider of value-added products derived from niche petrochemical raw materials, reported that it has entered into a definitive merger agreement with investment funds sponsored by First Reserve Corporation, a leading global investment firm dedicated to the energy industry, and SK Capital Partners, a U.S. based private investment firm focused on the chemicals sector.

Hot Companies To Invest In 2014: Fortress Investment Group LLC (FIG)

Fortress Investment Group LLC (Fortress) is a global investment management firm. Its offering of alternative investment products includes private equity funds, liquid hedge funds and credit funds. In addition, it offers traditional investment products. As of December 31, 2011, it managed alternative assets in three businesses: Private Equity, Liquid Hedge Funds and Credit Funds. Private Equity is a business, which manages assets under management (AUM) consisted of two business segments: private equity funds, which make investments in debt and equity securities of public or privately held entities in North America and Western Europe, and publicly traded alternative investment vehicles, which it refer to as Castles, which invest in real estate and real estate related debt investments. Liquid Hedge Funds invest globally in fixed income, currency, equity and commodity markets and related derivatives. Credit Funds is a business, which manages AUM consisted of two business segments: credit hedge funds which make investments in assets, opportunistic lending situations and securities, on a global basis and throughout the capital structure, as well as non-Fortress originated funds, for which Fortress has been retained as manager as part of an advisory business, and credit private equity (PE) funds, which are consisted of a family of credit opportunities funds focused on investing in distressed and undervalued assets, a range of long dated value funds focused on investing in undervalued assets with cash flows and long investment horizons, a range of real assets funds focused on investing in tangible and intangible assets in four principal categories (real estate, capital assets and natural resources), a family of Asia funds, including Japan real estate funds and an Asian investor based global opportunities fund, and a range of real estate opportunities funds.

Private Equity Funds

The Company�� private equity business is made up of a series of funds named the Fortress Investment Funds! and organized to make control-oriented investments in cash flow generating, asset-based businesses in North America and Western Europe. Investors in its private equity funds contractually commit capital at the outset of a fund, which is then drawn down as investment opportunities become available, generally over a one to three year investment period. Management fees of 1% to 1.5% are generally charged on committed capital during the investment period of a new fund, and then on invested capital (or net asset value (NAV), if lower). It also earns a 10% to 25% share of the profits on each realized investment in a fund.

The Company manages two companies: Newcastle Investment Corp. and Eurocastle Investment Limited, which it calls its Castles. It earns management fees from each Castle equal to 1.5% of the company�� equity. In addition, it earns incentive income equal to 25% of the company�� funds from operations (FFO) in excess of specified returns to the Company�� shareholders. In addition to these fees, it also receives from the Castles, for services provided, options to purchase shares of their common stock in connection with each of their common stock offerings.

Liquid Hedge Funds

The Fortress Macro Funds, and Fortress�� legacy macro-strategy funds, the Drawbridge Global Macro Funds, apply an investment process based on macroeconomic fundamental, market momentum and technical analyses. The funds have the flexibility to allocate capital dynamically across a range of global strategies, markets and instruments as opportunities change, and are designed to take advantage of a range of sources of market, economic and pricing data to generate trading ideas. The fund invests in developed markets; they also invest in emerging markets if market conditions present opportunities for attractive returns. The funds pursue global macro directional and relative value strategies. Management fees are charged based on the AUM of the Fortress Macro Funds at a rate between 1.5%! and 2% a! nnually, depending on the investment and liquidity terms elected by investors. It earns incentive income of between 15% and 25% of the fund�� profits, generally payable annually, depending on the investment and liquidity terms elected by investors. In other words, an incentive income payment establishes a high water mark, such that the fund must earn a cumulative positive return from that point forward in order for Fortress to earn incentive income. Investors in the Fortress Macro Funds may invest with the right to redeem without paying any redemption fee either monthly, quarterly, or annually after three years. Investors with three-year liquidity may redeem annually before three years, subject to an early redemption fee payable to the funds.

The Fortress Asia Macro Funds invest in global fixed income, commodities, currency and equity markets, and their related derivatives, thematically related to the Asia-Pacific region through a fundamental macroeconomic strategy, which focuses on liquid investments. The funds��investment program focuses on global trading and capital flows. Management fee rates for these funds range from 1.5% to 2% and it earns incentive income equal to 20% of their profits. Commodities Funds invests across multiple sectors within the commodity asset class ranging from energy to metals to agriculture and within the cyclical, industrial, and commodity equity universe. Management fee rates for these funds range from 1.5% to 2% and it earns incentive income equal to 20% of their profits. The Fortress Partners Fund�� investments are made both in Fortress Funds and in funds managed by other managers, and in direct investments that are sourced either by Fortress personnel or by third parties with whom it has relationships. Management fee rates for these funds range from 1% to 1.5% and it earns incentive income generally equal to 20% of the profits from direct investments only.

Credit Funds

The Company�� credit hedge funds are designed to exploi! t pricing! anomalies, which exist between the public and private finance markets. It has developed a network consisted of internal and external resources to source transactions for the funds. The funds are able to invest in a range of financial instruments, ranging from assets, opportunistic lending situations and securities throughout the capital structure with a value orientation.

The Drawbridge Special Opportunities Funds form the core of the Company�� credit hedge fund investing strategy. The funds acquire a portfolio of investments throughout the United States, Western Europe and the Pacific region. Management fees are charged based on the AUM of the Drawbridge Special Opportunities Funds at a rate generally equal to 2% annually. It earns incentive income of 20% of the fund�� profits, payable annually, and subject to achieving cumulative positive returns since the prior incentive income payment. Investors in the Drawbridge Special Opportunities Funds may redeem annually on December 31. The Worden Funds invest in a portfolio of undervalued and distressed investments in North America and Western Europe, but also in Australia, Asia and elsewhere on an opportunistic basis. Management fees are charged based on the AUM of the Worden Funds at a rate generally equal to 2% annually. It earns incentive income of 20% of the funds��profits.

The Company�� credit PE funds are of families of funds. They have management fee rates between 1% and 1.5% and generate incentive income of between 10% and 20% of a fund�� profits subject to the fund achieving a minimum return as a whole. Fortress through Fortress Credit Opportunities Funds make opportunistic credit-related investments. In addition to its Fortress Investment Fund family of funds, it has a private equity fund product, the Long Dated Value family of funds, which focuses on making investments with long dated cash flows. Its Real Assets Funds invest in tangible and intangible assets. The investment program of these funds focuses on di! rect inve! stments in four principal investment categories: real estate, capital assets and natural resources, but also may include indirect investments in the form of interests in real estate investment trusts (REITs), master limited partnerships, corporate securities, debt securities and debt obligations, including those that provide equity upside, as well as options, royalties, residuals and other call rights. The investments are located in North America and Western Europe. Fortress Japan Opportunity Funds focus to invest in Japanese real estate-related performing, sub-performing and non-performing loans, securities and similar instruments. Real Estate Opportunities Funds make opportunistic commercial real estate investments.

Advisors' Opinion:
  • [By Will Ashworth]

    Nonetheless, it�� my job to come up with “cheap” stocks — that is, stocks with a low nominal share price — that are also value plays — meaning they’re trading at a low P/E multiple. I’m limiting my field to stocks trading for less than 10 — it won�� be easy, but here goes.

    Cheap Stocks to Buy: Fortress Investment Group (FIG)

    If you look at the major publicly traded investment managers who invest in private equity ��Blackstone Group (BX), KKR (KKR), Apollo Global Management (APO) and Carlyle Group (CG) ��you��l notice that all but Fortress have stock prices in the $20s and $30s. FIG is one of those cheap stocks that�� traded below $10 since September 2008. It went public at $18.50 in February of that year, hitting its all-time high of $37 in its first day of trading. It�� been downhill ever since.

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