Monday, November 10, 2014

Top 10 Rising Stocks To Watch Right Now

Shares of Disney (NYSE: DIS  ) hit an all-time high Friday after the entertainment giant turned in better-than-expected quarterly results last week.

So what has investors so excited?

Source: Disney

First, revenue grew 9.6% to $10.55 billion, beating analysts' estimates, which called for sales of $10.49 billion.

Even better, CEO Robert Iger started off the earnings conference call by highlighting non-GAAP earnings per share, which rose 36% from the year-ago period to $0.79, "driven primarily by studio, parks and resorts, and media networks."

Of course, that wasn't particularly surprising considering those businesses historically represent the lion's share of Disney's revenue and profits anyway, but the fact remains that each of Disney's segments improved considerably over last year.

Media networks, for one, managed to grow operating income by 8% to $1.862 billion, while Studio Entertainment swung to a $118 million operating profit from last year's loss of $84 million (remember John Carter, anyone?).�Disney is also enjoying its 80% stake in ESPN more than ever as growth at the sports network led a $224 million increase in operating income from its Cable Networks.

Best Telecom Stocks To Watch For 2015: Ambarella Inc (AMBA)

Ambarella, Inc., incorporated on January 15, 2004, is a developer of semiconductor processing solutions for video that enable high-definition (HD), video capture, sharing and display. The Company combine its processor design capabilities with its video and image processing, algorithms and software to provide a technology platform. It sells solutions into the camera and infrastructure markets, with approximately 27 million system-on-a-chips (SoCs) shipped since our inception. In the camera market, its solutions enable the creation of video content for wearable sports cameras, automotive aftermarket cameras, Internet Protocol (IP), security cameras, digital still cameras (DSCs), telepresence cameras, camcorders and pocket video cameras. In the infrastructure market, its solutions manage IP video traffic, broadcast encoding and IP video delivery applications. In 2012, the Company released its Wireless Camera Developers Kit. In 2012, it also launched S2 SoC, which enables Ultra High-Definition IP security cameras.

The Company sells its solutions to original design manufacturers (ODMs), and original equipment manufacturers (OEMs), globally. In the camera market, its video processing solutions are designed into products from OEMs, including Robert Bosch GmbH and affiliated entities, Samsung Electronics Co., Ltd. and Woodman Labs, Inc., doing business as (d/b/a) GoPro, or GoPro, who source its solutions from ODMs, including Ability Enterprise Co., Ltd., Asia Optical Co. Inc., Chicony Electronics Co., Ltd., DXG Technology Corp., Hon Hai Precision Industry Co., Ltd. and Sky Light Digital Ltd. In the infrastructure market, its solutions are designed into products from OEMs, including Harmonic Inc., Motorola Mobility, Inc. (owned by Google, Inc.) and Telefonaktiebolaget LM Ericsson, who source its solutions from ODMs, such as Plexus Corp.

AmbaClear

The Company�� image signal processing architecture, known as AmbaClear, incorporates advanced algorithms to convert raw senso! r data to high-resolution still and high-definition video images concurrently. Image processing algorithms include sensor, lens and color correction, demosaicing, which is a process used to reconstruct a full color image from incomplete color samples, noise filtering, detail enhancement and image format conversion.

AmbaCast

The Company�� HD video processing architecture, known as AmbaCast, incorporates advanced algorithms for motion estimation, motion-compensated temporal filtering, mode decision and rate control. It supports all three compression profilesbaseline, main and highas specified in the H.264 standard. Its solutions for the broadcast infrastructure market allow OEMs to offer both the H.264 and MPEG-2 encoding formats.

Design Methodology

The Company test and verify its algorithms on its architectural model prior to implementing algorithms in hardware. Its advanced verification methodology validates its approach through simultaneous modeling of architecture, algorithms and the hardware itself.

SoC Solution

The Company�� SoC designs integrate HD video processing, image processing, applications processing and system functions onto a single chip, delivering video and image quality with features, including advanced wireless connectivity. In addition, its SoCs integrate mixed signal (analog/digital) functionality and high speed interfaces required for interfacing to advanced high-speed CMOS sensors and industry standard interfaces, such as USB 2.0 and HDMI 1.4. Its A7L SoC, which it introduced in September 2011, is fabricated in edge 32 nanometer (nm) process technology and integrates AmbaClear and AmbaCast technology.

Software Development Kit for Connectivity

The Company�� video streaming technology enables the camera�� image to be previewed on a smartphone. To enable this functionality, end customers deploy its Wireless Camera Developer�� Kit, or the Kit, which enables the design of ca! meras tha! t combine still photography and Full HD video with wireless video streaming to smartphones. The Kit is available for its A7L SoC product family, providing full 1080p60 HD video with photography and low power consumption.

The Company competes with CSR Plc, Fujitsu Limited, HiSilicon Technologies Co., Ltd., Texas Instruments Incorporated, Canon Inc., Panasonic Corporation, Sony Corporation, Novatek Microelectronics Corp., Sunplus Technology Co. Ltd., Intel Corporation, Magnum Semiconductor, Inc., Texas Instruments Incorporated, Broadcom Corporation, NVIDIA Corporation, Qualcomm Incorporated and Samsung.

Advisors' Opinion:
  • [By MONEYMORNING.COM]

    120% on Ambarella Inc. (Nasdaq: AMBA), recommended on Aug. 8 at $16.60. The stock is still up 60% from where we recommended it, and we believe it could get a nice boost from the looming IPO of extreme sports camera maker GoPro Inc.

  • [By Rick Munarriz]

    I've suggested that investors buy Ambarella (NASDAQ: AMBA  ) instead of GoPro. It's the lone provider of�video compression and image processing semiconductors for GoPro's cameras, but Ambarella isn't hogtied to GoPro's popularity. Ambarella's presence in Dropcam surveillance cameras and a recent deal for Google Helpouts provide diversification in high-def cameras.�

  • [By amal.singh70]

    Ambarella (AMBA) is riding the growth of the increasing application of cameras in various applications. The company expects solid growth for its high-definition camera segment in the second half of the year as the consumer continued to appreciate the benefits of hands-free cameras with great video quality and the wireless connectivity.

  • [By MONEYMORNING]

    Of course I'm talking about wearable tech. And Ambarella Inc. (Nasdaq: AMBA).

    Thanks to its extreme-sports "helmet cams," Ambarella is a leader in the wearable-technology category. And the company's stock has more than doubled since we first talked about it back in August.

Top 10 Rising Stocks To Watch Right Now: Vanda Pharmaceuticals Inc.(VNDA)

Vanda Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization of products for the treatment of central nervous system disorders. Its lead product includes Fanapt for the acute treatment of schizophrenia in adults. The company is also developing Tasimelteon, an orphan medicinal product for the treatment of sleep and mood disorders, including non-24 hour sleep/wake disorder in blind individuals without light perception. It also intends to initiate a Phase IIb/III clinical trial of tasimelteon in patients with major depressive disorder; and conduct additional clinical trials to support the use of tasimelteon as a circadian regulator. The company was incorporated in 2002 and is headquartered in Rockville, Maryland.

Advisors' Opinion:
  • [By Ben Levisohn]

    It was the night before the ECB–and two before US payrolls–and all through the market nothing was stirring, not even…Alright. Some things were stirring, like the shares of Protective Life (PL), Travelers Companies (TRV), Under Armour (UA), Broadcom (BRCM) and Vanda Pharmaceuticals (VNDA).

  • [By Nathalie Tadena]

    Among the companies with shares expected to actively trade in Friday’s session are Vanda Pharmaceuticals Inc.(VNDA), Kimberly-Clark(KMB) and Cell Therapeutics(CTIC).

  • [By C.R. Jackson]

    On April 18, 2013, Vanda Pharmaceuticals (VNDA) stock reached a 52-week high. Why?

    Until recently, many investors had given up on the Washington, DC-based pharmaceutical company. The reason was Fanapt (iloperidone), an atypical antipsychotic for the treatment of schizophrenia, that not only had a rocky regulatory history, but was a big dud at the sales counter.

  • [By Paul Ausick]

    Stocks on the Move: Vanda Pharmaceuticals Inc. (NASDAQ: VNDA) is up 95.8% at $13.29 on FDA recommendation for approval of its sleep drug for the blind. Sarepta Therapeutics Inc. (NASDAQ: SRPT) is down 64.3% at $13.05 following an FDA rejection of the company�� bid to fast-track muscular dystrophy drug. U.S. Airways Group Inc. (NYSE: LCC) is up 1.1% at $23.53 after reaching an agreement with the Department of Justice that will let the company go ahead with its American Airlines merger.

Top 10 Rising Stocks To Watch Right Now: Banco Macro SA (BMA)

Banco Macro S.A. (the Bank), incorporated on November 21, 1966, is a bank in Argentina. The Bank provides standard banking products and services to a nationwide customer base. The Bank has two categories of customers: retail customers, which include individuals and very small companies, and corporate customers, which include small, medium and large companies and major corporations. In addition, it provides services to four provincial governments. The Bank offers a range of standard products, which are available to both its retail and corporate customers. Retail customers are individuals, entrepreneurs and very small companies (companies with less than Pesos one million in sales per year). It provides services to them throughout Argentina, in particular outside of the City of Buenos Aires, which has higher concentrations of low- and middle-income individuals who are traditionally underserved by large private banks. The Bank serves its retail customers through its nationwide branch network. Approximately 94% of the Bank�� branches are located outside of the City of Buenos Aires.

The Bank offers its retail customers traditional banking products and services, such as savings and checking accounts, time deposits, credit and debit cards, consumer finance loans (including personal loans), mortgage loans, car loans, overdrafts, credit-related services, home and car insurance coverage, tax collection, utility payments, automated teller machines (ATMs) and money transfers. The Bank offers personal loans, document discounts, (housing) mortgages, overdrafts, pledged loans and credit card loans to its retail customers.

The Bank provides its corporate customers with traditional banking products and services, such as deposits, lending (including overdraft facilities), check cashing advances and factoring, guaranteed loans and credit lines for financing foreign trade and cash management services. It also provides them trust, payroll and financial agency services, corporate credit cards a! nd other specialty products. The corporate business is focused on the classification by sizes and sectors. The Bank has four categories for its corporate customers: small companies, which register up to Pesos 52 million in sales per year; medium companies, which register more than Pesos 52 million and less than Pesos 150 million in sales per year; major companies, which register more than Pesos 150 million in sales per year, and agro companies, which operate in agriculture or in the commerce of its products (approximately 97% of its corporate customers are small businesses).

The Bank�� lending activities to the corporate sector (defined here as firms with loans outstanding in excess of Pesos 20,000) totaled Pesos 4,985 million. Most of its lending activity consists of working capital loans to small and medium-sized businesses. The Bank offers short-term and medium- to long-term corporate lending products. Short-term products include credit lines for up to 180 days and consist mainly of overdraft facilities, corporate credit and debit cards and factoring, as well as foreign trade related financing, such as pre-export, post-shipment and import financing. Medium-to long-term products include credit lines and specific lending facilities of more than 180 days.

The Bank offers transaction services to its corporate customers, such as cash management, customer collections, payments to suppliers, payroll administration, foreign exchange transactions, foreign trade services, corporate credit cards and information services, such as its Datanet and Interpymes services. The Bank�� payments to suppliers��services enable its customers to meet their payment obligations to their suppliers on a timely basis through a system. This service also provides payment liquidations, tax payment receipts, invoices and any other documents required by the payer.

The Bank�� collection services include cash or check deposits at its 408 branches, automatic and direct debits from checking ! or saving! s accounts and the transportation of funds collected from corporate customers to its branches for deposit. The Bank provides its corporate clients with access to the Datanet service, which is an electronic banking network linking member banks in Argentina. These services permit its clients to obtain reliable online information on a real-time basis from their bank accounts in Datanet, as well as perform certain transactions. The Bank also provides tax collection and financial agency services to four provinces.

The Bank competes with Santander Rio, Banco de Galicia y Buenos Aires S.A., BBVA Banco Frances S.A., HSBC Argentina S.A. and Banco Patagonia S.A.

Advisors' Opinion:
  • [By Federico Zaldua]

    Despite growing expenses, in local currency terms, the bank's net income improved 16% year-over-year (yoy) while Non-Performing-Loans (NPL) have been kept below 4%. Hence, through Galicia, you can invest in an operationally healthy bank that shall behave in line with government bonds. Trading at 3 times P/E and 75% book value I think Galicia is good bet within the space.

    High Exposure to Public Debt

    Banco Macro (BMA) has been one of the highest growing banks during the last two decades. One interesting thing about Banco Macro is that the bank owns approximately $400 million of government related securities when the bank's total market capitalization is now just above $1 billion. On the other hand, Banco Macro is growing earnings aggressively at a 39% year over year rate in local currency terms with a very low (and stable) 1.6% NPL rate. Banco Macro is slightly more expensive than Galicia trading at 80% its book value and 3.2 times P/E.

  • [By Roberto Pedone]

    Marco Bank (BMA) offers a range of traditional banking products and services to corporates, SME's and individuals in Argentina. This stock closed up 5.6% at $20.93 in Monday's trading session.

    Monday's Volume: 404,000

    Three-Month Average Volume: 78,386

    Volume % Change: 504%

    From a technical perspective, BMA jumped sharply higher here right above some near-term support at $19 with strong upside volume. This stock has been uptrending strong for the last two months and change, with shares moving higher from its low of $13.63 to its recent high of $21.73. During that move, shares of BMA have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of BMA within range of triggering a big breakout trade. That trade will hit if BMA manages to take out its 52-week high at $21.73 with high volume.

    Traders should now look for long-biased trades in BMA as long as it's trending above some key near-term support levels at $19 to $18.29 and then once it sustains a move or close above its 52-week high at $21.73 with volume that's near or above 78,386 shares. If that breakout hits soon, then BMA will set up to re-test or possibly take out its next major overhead resistance levels at $25 to $27.

Top 10 Rising Stocks To Watch Right Now: Quiksilver Inc.(ZQK)

Quiksilver, Inc. designs, develops, produces, and distributes apparel, footwear, accessories, and related products. The company offers shirts, walkshorts, T-shirts, fleece, pants, jackets, snowboard wear, footwear, hats, backpacks, wetsuits, watches, eyewear, and other accessories to men, women, boys, girls, toddlers, and infants under the brand Quiksilver. It also provides sportswear, swimwear, footwear, backpacks, snowboard wear, snowboards, bedroom furnishings, and other accessories for girls, toddlers, and infants under the brand Roxy. In addition, the company offers skateboard shoes, snowboard boots, sandals, and apparel for young men and juniors under the brand DC. Further, it provides skateboard products, and snowboards and accessories under the brands Hawk, Lib Technologies, and Gnu. The company sells its products in approximately 90 countries in the Americas, Europe, and the Asia/Pacific, through surf shops, skateboard shops, snowboard shops, select department sto res, independent specialty or active lifestyle stores, and specialty chains, as well as through its 770 owned or licensed company stores. Quiksilver, Inc. was founded in 1976 and is headquartered in Huntington Beach, California.

Advisors' Opinion:
  • [By Monica Gerson]

    Quiksilver (NYSE: ZQK) is expected to post its Q3 earnings at $0.03 per share on revenue of $440.64 million.

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

  • [By Jeremy Bowman]

    Moving higher today was�Quiksilver,� (NYSE: ZQK  ) , which finished up 10% on insider buying. Shares of the surf-inspired apparel company had fallen 40% earlier this week on an unseemly earnings report, but today, the CEO and CFO both purchased 100,000 shares in the company, a sign of faith as the company struggles with falling sales and widening losses with competition increasing.�UBS�also released a note saying that Quiksilver remains an attractive acquisition target for�V.F. Corp, the parent of clothing companies like Timberland and North Face, which is known for buying big-name brands. With its low price tag and collection of well-known brands including Roxy and DC, a buyout may be the best hope for Quiksilver investors at this point.

  • [By Ben Levisohn]

    Stocks ticked lower today despite economic data that would seem to have one foot solidly in the bullish camp. Quiksilver (ZQK), Verizon Communications (VZ), Wynn Resorts (WYNN) and E*Trade Financial (ETFC) fell.

  • [By Marshall Hargrave]

    If we narrow these comps down to some of GIII's fellow small-cap apparel peers, we see just how cheap the stock is. GIII trades at an 8.4x EV/EBITDA multiple, while QuikSilver (ZQK) trades at 16.2x, Iconix Brand (ICON) at 11.5x and Jones New York (JNY) 8.8x.

Top 10 Rising Stocks To Watch Right Now: RCM Technologies Inc.(RCMT)

RCM Technologies, Inc., together with its subsidiaries, engages in the design, development, and delivery of business and technology solutions for commercial and government sectors in North America. It operates through three segments: Information Technology (IT), Engineering, and Commercial Services. The IT segment provides enterprise business solutions, application services, infrastructure solutions, competitive advantage and productivity solutions, and life sciences solutions. The Engineering segment offers engineering and design, engineering analysis, engineer-procure-construct, configuration management, hardware/software validation and verification, quality assurance, technical writing and publications, manufacturing process planning and improvement, reliability centered maintenance, component and equipment testing, and risk management engineering services. The Commercial Services segment provides long-term and short-term staffing, executive search, and placement servic es in various fields, including rehabilitation, nursing, managed care, allied health care, health care management, and medical office support, as well as offers in-patient, outpatient, sub-acute and acute care, multilingual speech pathology, rehabilitation, geriatric, pediatric, and adult day care services to hospitals, long-term care facilities, schools, sports medicine facilities, and private practices. This segment also offers contract and temporary services, and permanent placement services for full-time and part-time personnel in various functional areas, including office, clerical, data entry, secretarial, light industrial, shipping, receiving, and general warehousing. The company offers its services to aerospace/defense, energy, financial services, life sciences, manufacturing and distribution, public sector, and technology industries. RCM Technologies, Inc. was founded in 1971 and is based in Pennsauken, New Jersey.

Advisors' Opinion:
  • [By CRWE]

    RCM Technologies, Inc. (Nasdaq:RCMT) reported that primarily due to unexpected and extended client procedural delays in awarding certain engagements under an existing contract with a major North American utility, the Company’s second quarter revenues and operating income will fall short of its expectations.

Top 10 Rising Stocks To Watch Right Now: Avnet Inc. (AVT)

Avnet, Inc., together with its subsidiaries, distributes electronic components, enterprise computer and storage products, and embedded subsystems in the Americas, Europe, the Middle East, Africa, Asia, Australia, and New Zealand. It operates in two segments, Electronics Marketing (EM) and Technology Solutions (TS). The EM segment markets and sells semiconductors; interconnect, passive, and electromechanical devices; and embedded products and embedded computing solutions, including technical design, integration, and assembly services to developers of application-specific computing solutions in the non-PC market. It also provides engineers with a host of technical design solutions in support of the sales process of complex products and technologies; engineering and technical resources to support product design, bill of materials development, design services, and technical education and training; and supply chain services focused on original equipment manufacturers (OEMs), el ectronic manufacturing services providers, and electronic component manufacturers. This segment primarily serves electronic component manufacturers in various markets, including automotive, communications, computer hardware and peripheral, industrial and manufacturing, medical equipment, military and aerospace, telecommunications, industrial, and digital editing. The TS segment markets and sells mid-to high-end servers, data storage, and software, as well as provides services required to implement such products and solutions to the value-added reseller channel. It also focuses on the worldwide OEM market for computing technology, system integrators, independent software vendors, and non-PC OEMs that require embedded systems and solutions, including engineering, product prototyping, integration, and other value-added services. The company was founded in 1955 and is headquartered in Phoenix, Arizona.

Advisors' Opinion:
  • [By Monica Wolfe]

    Avnet Inc (AVT)

    FPA Capital�� fourth largest holding is in the company Avnet. The fund holds on to 1,722,400 shares of the company�� stock, representing 1.29% of their shares outstanding and 9.2% of his total portfolio.

  • [By Rich Duprey]

    Electronic components distributor�Avent (NYSE: AVT  ) announced today�that it is initiating a quarterly dividend program starting with a rate of $0.15 per share.�The board of directors said the quarterly dividend is payable on September 20 to holders of record at the close of business on September 10.�

  • [By Roberto Pedone]

    One electronics wholesales player that insiders are active in here is Avnet (AVT), which distributes electronic components, enterprise computer and storage products, IT solutions and services, and embedded subsystems in the Americas, Europe, the Middle East, Africa, and the Asia/Pacific. Insiders are buying this stock into modest weakness, since shares are down by 4.3% so far in 2014.

    Avnet has a market cap of $5.8 billion and an enterprise value of $6.9 billion. This stock trades at a reasonable valuation, with a trailing price-to-earnings of 12 and a forward price-to-earnings of 8.4. Its estimated growth rate for this year is 9.4%, and for next year it's pegged at 8.2%. This is not a cash-rich company, since the total cash position on its balance sheet is $928.97 million and its total debt is $2.08 billion. This stock currently sports a dividend yield of 1.4%.

    A director just bought 191,000 shares, or about $7.91 million worth of stock, at $41.43 per share.

    From a technical perspective, AVT is currently trending below both its 50-day and 200-day moving averages, which is bearish. This stock recently formed a double bottom chart pattern at $40.90 to $40.77 a share. Following that bottom, shares of AVT have started to rip higher with strong upside volume flows.

    If you're bullish on AVT, then I would look for long-biased trades as long as this stock is trending above that recent low of $40.77 and then once it breaks out above its 200-day at $42.71 and its 50-day at $43.59 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 661,673 shares. If that breakout begins soon, then AVT will set up to re-test or possibly take out its next major overhead resistance levels at $43.95 to $45.24 a share, or $45.53 a share. Any high-volume move above $45.53 will then give AVT a chance to re-fill its previous gap-down-day zone from April that started at

Top 10 Rising Stocks To Watch Right Now: Ishares Nasdaq Biotechnology (IBB)

iShares Nasdaq Biotechnology Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the NASDAQ Biotechnology Index (the Index). The Index consists of securities of NASDAQ-listed companies that are classified according to the Industry Classification Benchmark as either biotechnology or pharmaceuticals, and which also meet other eligibility criteria. The Index is one of the eight sub-indices of the NASDAQ Composite, which measures all common stocks listed on The NASDAQ Stock Market, Inc.

The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By John Udovich]

    The letter ends by asking for a briefing no latter than April 3, 2014. However, the letter alone�does not appear to be causing any panic among investors as some have apparently decided to trim some of their biotech positions in the wake of a strong run from the sector. The iShares NASDAQ Biotechnology Index ETF (NASDAQ: IBB) lost 4.74% while the SPDR S&P Biotech ETF (NYSEARCA: XBI) lost 4.18%.

  • [By Susan J. Aluise]

    The Takeaway: Although GILD shares have soared 70% in the past year, it’s still trading at just 14 times forward earnings and a price/earnings-to-growth ratio of 0.55, indicating it’s still undervalued. Better still, at a beta of 0.9, it’s less volatile than your typical biotech. If you��e looking for a large cap value stock in the biotech sector that combines size and relative stability with growth, there could be a place for GILD in your portfolio.

    Biotech Stocks: iShares Nasdaq Biotechnology Index Fund (IBB)

    Type: ETF
    Assets Under Management: $5.8 billion

  • [By William L. Watts]

    The Nasdaq Composite (COMP) �remains down 1.5% for the month to date, versus a drop of around 0.9% for the S&P 500 (SPX) �and 1.1% for the Dow Jones Industrial Average (DJIA) . The formerly high-flying iShares Nasdaq Biotechnology ETF (IBB) �bounced 2.5% higher on Wednesday but remains down 2.3% since the beginning of April.

  • [By John Udovich]

    The biotech roller-coaster continues for investors into 2014 with small cap Chelsea Therapeutics International Ltd (NASDAQ: CHTP) set to more than double when the market opens today, meaning its time to take a closer look at what in the world is going on with the stocks plus take a closer look at the performance of biotech peers like the iShares NASDAQ Biotechnology Index ETF (NASDAQ: IBB) and SPDR S&P Biotech ETF (NYSEARCA: XBI).

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