With shares of Amazon (NASDAQ:AMZN) trading around $311, is AMZN an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.
T = Trends for a Stock’s MovementAmazon serves its customers through its retail websites and focus on selection, price, and convenience. The company also manufactures and sells Kindle devices. Amazon offers programs that enable sellers to sell their products on the company�� websites, including the sellers��own branded websites, and fulfill orders through them. Amazon also provides platforms that allow authors, musicians, filmmakers, app developers, and others to publish and sell content. Online commerce has been on the rise because of the convenience, efficiency, and relatively low prices offered.
Amazon unveiled its new Kindle Fire HDX tablets, one with a 7-inch screen and one with a 8.9-inch screen, late on Tuesday night. Amazon�� new Kindle devices are lighter and faster with more memory and longer battery life, according to a report from The New York Times. If users did nothing but read using the 8.9-inch model, the battery life would supposedly last 17 hours. The cheapest of the new Kindle Fire tablets will cost $139. Amazon is releasing the tablets into a competitive market that�� dominated by Apple�� (NASDAQ:AAPL) iPad.
Hot Internet Companies To Invest In Right Now: Hi Crush Partners LP (HCLP)
Hi Crush Partners LP, formerly Hi-Crush Partners LP, is a domestic producer of monocrystalline sand, a specialized mineral that is used as a proppant to enhance the recovery rates of hydrocarbons from oil and natural gas wells. The Company reserves consist of Northern White sand, a resource existing in Wisconsin and limited portions of the upper Midwest region of the United States. It owns, operates and develops sand reserves and related excavation and processing facilities and will seek to acquire or develop additional facilities. The Company's 561-acre facility with integrated rail infrastructure, located near Wyeville, Wisconsin, enables it to process and deliver approximately 1,600,000 tons of frac sand per year. In June 2013, Hi Crush Partners LP announced the completion of its acquisition of D&I Silica, LLC (D&I).
The Company�� frac sand production is sold to investment grade-rated pressure pumping service providers under long-term, contracts that require its customers to pay a specified price for a specified volume of frac sand each month. The Company owns and operates the Wyeville facility, which is located in Monroe County, Wisconsin and, as of December 31, 2011, contained 48.4 million tons of proven recoverable sand reserves of mesh sizes it has contracted to sell. From the Wyeville in-service date to March 31, 2012, it had processed and sold 555,250 tons of frac sand.
Advisors' Opinion:- [By Dan Burrows]
It sounds like a soft-drink company, but Hi-Crush Partners (HCLP) is racking up profits through the revolution in oil extraction.
This tiny company with a market cap of just $917 million makes the sand used in fracking — and as anyone in an oil-boom state like North Dakota can tell you, business is good.
- [By Matt DiLallo]
Hi-Crush Partners (NYSE: HCLP )
Sticking with the MLP theme, Hi-Crush Partners operates at the other end of the oil and gas drilling spectrum. The company mines the sand that's used as a fracking proppant; in so doing, it's one of the many companies piggybacking on the shale boom. As one of the lowest-cost producers, the company enjoys healthy margins which enables it to pay a very fine 10.5% distribution. - [By Robert Rapier]
The fracking revolution has created enormous opportunities for Master Limited Partnerships (MLPs) across the oil and gas industry. Upstream MLPs like�BreitBurn Energy Partners�(NASDAQ: BBEP) and�Legacy Reserves�(NASDAQ: LGCY) produced the oil and gas. There was a huge new requirement for sand in the fracking operations, and this encouraged new MLPs like�Emerge Energy Services�(NYSE: EMES) and�Hi-Crush Partners�(NYSE:HCLP) — both of which have more than doubled in price over the past 12 months. Fracking also requires large volumes of water, which�Cypress Energy Partners�(NYSE: CELP) provides.
- [By Robert Rapier]
Rounding out the top five were�Hi-Crush Partners�(NYSE: HCLP), another supplier of fracking sand (+71 percent),�EQT Midstream Partners�(NYSE: EQM), a midstream provider in the Appalachian Basin (+66.5 percent), and�Valero Energy Partners�(NYSE:VLP) (+61.5 percent), which consists of midstream assets dropped down from the refiner�Valero Energy�(NYSE:VLO).
Top 5 Cheapest Companies To Own In Right Now: Soul And Vibe Interactive Inc (SOUL)
Soul and Vibe Interactive, Inc., incorporated on 5, 2011, is a video and computer games company. The Company develops, publishes and digitally distributes interactive entertainment for video game consoles, mobile devices, and personal computers. It focuses on the development of its products for a variety of hardware platforms: video game consoles (for example: Xbox 360 and PlayStation 3), mobile (for example: Apple iOS and Android devices, and Windows Phones), and personal computers (for example: PC and Mac). The Company has five games, which consists of The Wheaties Challenge, Bugaboo, Grimwhiskers, a virtual-pet game that may bear a licensed-brand, and The Dragon Wars.
The Wheaties Challenge is an adrenaline-charged arcade sports compilation for console, mobile, and personal computer (PC)/Mac. The game promotes family health and wellness, is sponsored by General Mills, and features Wheaties as its signature brand. Bugaboo is an action-puzzle game for consoles, mobile devices and PCs. The core play mechanic is Shadow Weaving. Grimwhiskers is a side scrolling action game for consoles, mobile devices and PCs.
The Company competes with Zynga, Electronic Arts, Activision, Playdom, Ubisoft and Majesco.
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Soul and Vibe Interactive Inc (OTCBB: SOUL), Globalstar, Inc (OTCMKTS: GSAT) and Poly Shield Technologies Inc (OTCBB: SHPR) have been getting some attention lately in various investment newsletters or investor alerts with at least two of these stocks being the subject of some sort of paid stock promotional or investor relations type of activities. With that in mind, just how hot are these three small cap stocks for investors or traders? Here is a quick reality check:
- [By Peter Graham]
Small cap entertainment or gaming stocks Soul and Vibe Interactive Inc (OTCBB: SOUL), Elray Resources Inc (OTCMKTS: ELRA) and Players Network (OTCMKTS: PNTV) focus on entertaining consumers. However, its important to remember that consumers can be very fickle when it comes to entertainment or games. So should you be entertaining any of these small caps? Here is a closer look and a reality check:
Top 5 Cheapest Companies To Own In Right Now: Kinder Morgan Energy Partners L.P. (KMP)
Kinder Morgan Energy Partners, L.P. operates as a pipeline transportation and energy storage company in North America. Its Products Pipelines segment delivers gasoline, diesel fuel, jet fuel, and natural gas liquids to various markets through approximately 8,600 miles of refined petroleum products pipelines; and operates 62 associated product terminals and petroleum pipeline transmix processing facilities. The company�s Natural Gas Pipelines segment gathers, transports, stores, treats, processes, and sells natural gas through approximately 33,000 miles of natural gas transmission pipelines and gathering lines, as well as natural gas storage, treating, and processing facilities. Its CO2 segment produces, markets, and transports carbon dioxide through approximately 1,500 miles of pipelines to oil fields. This segment also owns and operates 7 oil fields, and a 450 mile crude oil pipeline system in west Texas. The company�s Terminals segment transloads, stores, and delivers bulk, petroleum, petrochemical, and other liquids products through approximately 113 liquids and bulk terminal facilities; and approximately 35 rail transloading and materials handling facilities. Its Kinder Morgan Canada segment transports crude oil and refined petroleum products through approximately 2,500 miles of pipelines from Alberta, Canada to marketing terminals and refineries in British Columbia, the state of Washington, and the Rocky Mountains, as well as in the central regions of the United States. This segment also operates the Jet Fuel aviation turbine fuel pipeline that serves the Vancouver (Canada) International Airport. Kinder Morgan G.P., Inc. serves as the general partner of the company. Kinder Morgan Energy Partners, L.P. was founded in 1992 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Aimee Duffy]
You'll see the same effect at a traditional pipeline MLP that has some exposure to commodity risk, like Energy Transfer Partners (NYSE: ETP ) . Energy Transfer has taken it on the chin over the past few quarters as low natural gas liquids prices have squeezed earnings in its midstream segment. The same is true for Kinder Morgan Energy Partners (NYSE: KMP ) in its carbon dioxide business, which is exposed to natural gas prices and oil prices. Management doesn't have to worry that inflation will make either of those situations worse, and FERC should take care of the big interstate pipeline systems, so that only leaves cost of capital to worry about.
- [By Aimee Duffy]
Kinder Morgan Energy Partners (NYSE: KMP ) had a great plan to convert some natural gas pipelines owned by El Paso Pipeline Partners (NYSE: EPB ) into a crude oil system that would feed California refiners with West Texas crude. It looked like a win-win situation; after all, what refiner wouldn't want to replace expensive foreign imports with the cheap, homegrown stuff?
- [By Matt DiLallo]
For additional color consider South Carolina which only has 700 jobs related to coal export, which produced just $56 million in related economic value for its economy. That state, which has the bustling port of Charleston, could see a big increase in coal-related jobs and economic value if Kinder Morgan Partners (NYSE: KMP ) moves ahead with its plan to add coal export capabilities at its existing bulk facility at the port. The company is already spending over $450 million to expand its coal export capabilities elsewhere because demand for export capacity is high.
Top 5 Cheapest Companies To Own In Right Now: Coca-Cola Bottling Co. Consolidated(COKE)
Coca-Cola Bottling Co. Consolidated, together with its subsidiaries, engages in the production, marketing, and distribution of nonalcoholic beverages, primarily products of The Coca-Cola Company. The company offers sparkling beverages, such as energy drinks; and still beverages, including bottled water, tea, ready-to-drink coffee, enhanced water, juices, and sports drinks. It holds cola beverage agreements and allied beverage agreements, under which it produces, distributes, and markets sparkling beverage products of The Coca-Cola Company in certain regions. The company also distributes and markets still beverages of The Coca-Cola Company, such as POWERade, vitaminwater, and Minute Maid Juices To Go, as well as produces, distributes, and markets Dasani water products under still beverage agreements. In addition, it holds agreements to produce and market Dr Pepper. Further, the company distributes and markets various other products, including Monster energy productsand Sund rop, as well as its own products, such as Country Breeze tea, diet Country Breeze tea, and Tum-E Yummies, a vitamin C enhanced flavored drink, Bean & Body, and Simmer and Bazza energy tea. Additionally, it produces beverages for other Coca-Cola bottlers; and provides restaurants and other immediate consumption outlets with fountain products. The company sells and distributes its products directly to retail stores and other outlets, including food markets, institutional accounts, and vending machine outlets. It operates in North Carolina, South Carolina, south Alabama, South Georgia, middle Tennessee, western Virginia, and West Virginia. The company was founded in 1902 and is based in Charlotte, North Carolina.
Advisors' Opinion:- [By Dan Dzombak]
In the U.S., Coke announced that it will sell some of its internal bottling operations to its five U.S. independent bottlers: Coca-Cola Bottling Co. Consolidated (NASDAQ: COKE ) , Coca-Cola Bottling Company United, Swire Coca-Cola USA, Coca-Cola Bottling Company High Country and Corinth Coca-Cola Bottling Works. No details were released, but the company did say it expects to close the deals in 2014.
- [By Jesse Solomon]
Other bellwethers scheduled to report earnings this week include Coca-Cola (COKE), Johnson & Johnson (JNJ, Fortune 500), and General Electric (GE, Fortune 500).
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