Friday, October 17, 2014

Top 5 Mid Cap Companies To Own In Right Now

On Monday, Goldman Sachs upgraded the whole steel sector from Cautious to Neutral and specifically upgraded small cap and mid cap steel stocks AK Steel Holding Corporation (NYSE: AKS), United States Steel Corporation (NYSE: X) and Steel Dynamics Inc. (NASDAQ: STLD) to Buy with price targets of $6, $30 and $22, respectively, but should you go for one of these individual steel stocks or for the Market Vectors Steel ETF (NYSEARCA: SLX)? To begin with, Goldman Sachs says that the�supply-demand fundamentals for steel are starting to look more appealing as some supply has been taken out plus they have a very bearish view on input costs (as in iron ore)���which bodes well for steel producers in the long run. Moreover, recently filed trade cases could provide some tailwind���if they are successful.�Of course a rising tide can lift all ships, but Goldman Sachs suggests that you go for the following�small cap or mid cap steel stocks:�

Hot High Dividend Companies For 2015: MTS Systems Corporation(MTSC)

MTS Systems Corporation supplies test systems and industrial position sensors in the Americas, Europe, and Asia. The company?s Test segment provides testing solutions, including road simulators for durability simulation; tire performance and rolling resistance measurement systems; moving road-plane systems and balances use for aerodynamics measurements in wind tunnels; systems for the physical characterization of materials, such as ceramics, composites, and steel; systems to test durability and performance of implants, prostheses, and other medical and dental materials and devices. This segment also offers products, systems, and software to perform static and fatigue testing of aircraft and space vehicles; systems for structural engineering, including high force static and dynamic testing; and seismic simulation tables to test the designs of structures and set building codes. In addition, it provides various accessories and spare parts, as well as installation, calibratio n, maintenance, training, and consulting services. This segment serves automobile, truck, motorcycle, motorsports vehicle, construction equipment, agricultural equipment, rail, and off-road vehicle manufacturers and their suppliers, as well as power generation, aerospace, bio-medical, wind energy, structural engineering, and petroleum industries. The company?s Sensors segment manufactures products utilizing magnetostriction technology for manufacturers of mobile equipment, plastic injection molding machines, and wood product processing equipment, as well as to steel mill, fluid power, oil and gas, medical, and alternative energy industries. It also offers products to measure fluid displacement for customers in the process industries. The company sells its products through direct sales organization, and independent representatives and distributors, as well as through the Internet and catalogs. MTS Systems Corporation was founded in 1966 and is headquartered in Eden Prairie, Minnesota.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    What: Shares of MTS Systems (NASDAQ: MTSC  ) dropped by as much as 13% today after the company reported disappointing earnings.

    So what: Revenue in the fiscal second quarter came in at $137.7 million, which topped the $135 million analysts were expecting. However, the bottom-line result of $0.69 per share was significantly worse than the $0.86-per-share consensus forecast. The sensors segment continues to face soft market conditions.

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, road simulator specialist MTS Systems (NASDAQ: MTSC  ) has earned a coveted five-star ranking.

Top 5 Mid Cap Companies To Own In Right Now: Commonwealth Bank of Australia (CBAUF)

Commonwealth Bank of Australia (the Bank) is engaged in the provision of a range of banking and financial products and services to retail, small business, corporate and institutional clients. The Bank is a provider of integrated financial services, including retail, business and institutional banking, superannuation, life insurance, general insurance, funds management, broking services and finance company activities. Its operating segments include Retail Banking Services, Business and Private Banking, Institutional Banking and Markets, Wealth Management, New Zealand, Bankwest and Other. Its retail banking services include home loans, consumer finance, retail deposits and distribution. In December 2013, the Bank and its related bodies corporate had ceased to be the substantial holder of Reject Shop Ltd. In January 2014, the Bank and its related bodies corporate had ceased to be the substantial holder of Southern Cross Media Group Ltd. Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australia stocks rose early Thursday, with miners leading the way higher after a positive production report from Rio Tinto Ltd. (AU:RIO) (RIO) , while overall sentiment got a lift from U.S. gains overnight. The S&P/ASX 200 (AU:XJO) improved by 0.6% to 5,274.30, with shares of Rio Tinto rising 2.2% after reporting record high iron-ore shipments for 2013 and a sold gain for copper output. Rio's peers also advanced, with BHP Billiton Ltd. (AU:BHP) (BHP) up 1.7%, Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) ahead by 3.2%, and Oz Minerals Ltd. (AU:OZL) (OZMLF) adding 2.4%. Among the gold producers, Newcrest Mining Ltd. (AU:NCM) (NCMGF) surged 7.2% as J.P. Morgan raised its rating on the shares to overweight from neutral. Banks weren't as lucky, however, with Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) down 0.3%, while Westpac Banking Corp. (AU:WBC) (WEBNF) and Commonwealth Bank of Australia (AU:CBA) (CBAUF) lost 0.7% each as Citibank downgraded the trio t

Top 5 Mid Cap Companies To Own In Right Now: TripAdvisor Inc (TRIP)

TripAdvisor, Inc. (TripAdvisor), incorporated on July 20, 2011, is an online travel research company, enabling users to plan and have a trip. TripAdvisor features reviews and advice on hotels, resorts, flights, vacation rentals, vacation packages and travel guides. TripAdvisor�� travel research platform features reviews and opinions from its community of travelers about destinations, accommodations (hotels, bed and breakfasts, specialty lodging and vacation rentals), restaurants and activities worldwide, through its TripAdvisor brand. TripAdvisor Websites include tripadvisor.com in the United States and versions of the Website in 30 countries, including in China under the brand daodao.com. TripAdvisor Websites also include links to the Websites of its travel advertisers allowing travelers to directly book their travel arrangements. In addition to the TripAdvisor brand, TripAdvisor, Inc. manages and operates Websites under 18 other travel media brands, providing travel planning resources across the travel sector. On December 20, 2011, Expedia, Inc. (Expedia) completed the spin-off of TripAdvisor, Inc. (TripAdvisor) to Expedia stockholders. TripAdvisor consists of the domestic and international operations previously associated with Expedia�� TripAdvisor Media Group. In October 2012, it acquired Wanderfly. In March 2013, it acquired Tiny Post (tinypost.co). In April 2013, the Company acquired Jetsetter.com and Gilt Travel Inc. In May 2013, TripAdvisor Inc acquired key technology and talent from CruiseWise Inc. In May 2013, TripAdvisor Inc acquired Guia de Apartamentos Niumba SL. In June 2013, the Company announced that it has acquired GateGuru.

TripAdvisor provides access worldwide to online travel agencies, including Expedia, Orbitz, Travelocity, hotels.com, Priceline and Booking.com. TripAdvisor Media Group offers travel suppliers graphical advertising and cost-per-click marketing platforms. TripAdvisor operates sites in 30 countries and in 21 languages, including sites in the United S! tates (http://www.tripadvisor.com), the United Kingdom (http://www.tripadvisor.co.uk), France (http://www.tripadvisor.fr), Ireland (http://www.tripadvisor.ie), Germany (http://www.tripadvisor.de), Italy (http://www.tripadvisor.it), Spain (http://www.tripadvisor.es), India (http://www.tripadvisor.in), Japan (http://www.tripadvisor.jp), Portugal and Brazil (http://www.tripadvisor.com.br), Sweden (http://www.tripadvisor.se), The Netherlands (http://www.tripadvisor.nl), Canada (http://www.tripadvisor.ca), Denmark (http://www.tripadvisor.dk), Turkey (http://www.tripadvisor.com.tr), Mexico (http://www.tripadvisor.com.mx), Norway (http://no.tripadvisor.com), Poland (http://pl.tripadvisor.com), Australia (http://www.tripadvisor.com.au), Singapore (http://www.tripadvisor.com.sg), Thailand (http://th.tripadvisor.com), Russia (http://www.tripadvisor.ru), Greece (http://www.tripadvisor.com.gr), Indonesia(http://www.tripadvisor.co.id), Argentina (www.tripadvisor.co.ar), Taiwan (www.tripadvisor.tw),Malaysia(http://www.tripadvisor.com.my), and Egypt (http://www.tripadvisor.com.eg). TripAdvisor also operates in China under the brand daodao.com (http://www.daodao.com) and Kuxun.cn (http://www.kuxun.cn).

Advisors' Opinion:
  • [By Ben Levisohn]

    Trip Advisor (TRIP), meanwhile, jumped 15% to $94.42, its biggest weekly gain since July 2013. Trip Advisor purchased lafourchette this week, while Italy said it was investigating the travel booking site to see if it too appropriate steps to keep fake opinions off the website.

  • [By Holly LaFon] oundation bought 598,737 shares of TripAdvisor at an average cost of $27.04 in the fourth quarter. TripAdvisor Inc. is an online travel research company with a market cap of $3.78 billion; its shares were traded at around $30.7 with and P/S ratio of 5.93.

    TripAdvisor actually spun off of Expedia (EXPE) in December 2011. Investors in Expedia received one share of TripAdvisor stock for every two shares of Expedia common stock they owned. This means that Larson, who held 750,000 shares of Expedia stock in the fourth quarter, received 375,000 shares and bought the remaining 151,263.

    Expedia divided into two companies in order to unlock shareholder value. After the spin-off, Expedia, the largest travel company in the world, retains its travel agency brands. It is positioned to become a growth company in a $1 trillion travel market where people are flocking from offline to online trip planning. TripAdvisor will keep the reviews business, which contains 19 travel media and advertising brands.

    As a stand-alone company, TripAdvisor reported fourth quarter revenues of $137.8 million, a 30% increase over fourth quarter 2010, and full-year revenues of $637.1 million, a 31% increase over full year 2010. It achieved earnings of $22 million, a 19% increase over fourth quarter 2010, and full-year 2011 net income of $177.7 million, a 28% increase over full-year 2010.

    Though results were robust for TripAdvisors��first period as an independent company, it is susceptible to factors within the numerous markets with which it intersects. In 2012, for instance, higher search engine marketing costs caused it to forecast weak mid-double digit revenue growth, lower than 2011, and virtually flat earnings.

    Diamond Foods (DMND)

    Diamond Foods is a branded food company specializing in processing, marketing and distributing culinary, snack, in-shell and ingredient nuts under the Diamond of California and Emerald of California brands. It has a market cap of $

  • [By Sean Williams]

    Flying the highest of all was online travel review site TripAdvisor (NASDAQ: TRIP  ) , which tacked on 4.2% despite no specific company news. This seems like a case where consumer confidence and higher home prices played a big role in pushing this stock higher. If home prices are rising and consumers are more confident about an economic recovery, then they are more likely to take a vacation. That'd be great news for third-party sites, which have flourished, especially overseas, as consumers look for a good deal. It would also reconfirm TripAdvisors' optimism regarding the upcoming traveling season.

Top 5 Mid Cap Companies To Own In Right Now: Masimo Corporation(MASI)

Masimo Corporation, a medical technology company, develops, manufactures, and markets noninvasive patient monitoring products worldwide. The company offers Masimo Signal Extraction Technology (SET), which provides the capabilities of measure-through motion and low perfusion pulse oximetry to address the primary limitations of conventional pulse oximetry; and Masimo rainbow SET products that monitor multiple blood measurements, including oxygen content, carboxyhemoglobin, methemoglobin, hemoglobin, pleth variability index, respiration rate, Halo Index, and In Vivo Adjustment. It develops, manufactures, and markets a family of patient monitoring solutions comprising circuit boards, monitors and devices, sensors, and cables; Masimo SafetyNet, a remote monitoring and clinician notification system; and software for Rainbow measurements, as well as other future measurements or features. The company sells its products to hospitals and the emergency medical response organizations through its direct sales force and distributors, as well as to original equipment manufacturer partners in the United States, Europe, the Middle East, Asia, Latin America, Canada, and Australia. Masimo Corporation was founded in 1989 and is headquartered in Irvine, California.

Advisors' Opinion:
  • [By Seth Jayson]

    There's no foolproof way to know the future for Masimo (Nasdaq: MASI  ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.

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