Right now I'm on a Metro North train heading the NYC. I've been invited to sit on an advisory council at the UN on building a sustainable energy future.
I'll let you know how the meeting goes, after I take a few�selfies�to immortalize the experience in case I'm not invited back.�
Why might I not? Because I can either be a good boy, hold my tongue, and get to serve on more committees (maybe); or I can speak the truth as I see it.
It's not a hard decision: I'll be going with the latter. I really don't know how to do differently any more; it's a matter of internal integrity.
Now, I may not understand the 'truth' any better than the next person. But I do have access to a lot of data that seems to confirm this one idea: Humanity is not going to painlessly wean itself off of fossil fuels.
bonds investment: Harmony Gold Mining Company Limited(HMY)
Advisors' Opinion:- [By Lisa Levin]
In trading on Thursday, basic materials shares fell by 0.73 percent. Meanwhile, top losers in the sector included Silver Wheaton Corp. (USA) (NYSE: SLW), down 5 percent, and Harmony Gold Mining Co. (ADR) (NYSE: HMY), down 5 percent.
- [By Lisa Levin]
On Wednesday, basic materials shares surged by 0.6 percent. Top gainers in the sector included Harmony Gold Mining Co. (ADR) (NYSE: HMY) and Gold Fields Limited (ADR) (NYSE: GFI).
- [By Lisa Levin]
In trading on Friday, basic materials shares tumbled by 1.20 percent. Meanwhile, top losers in the sector included McEwen Mining Inc (NYSE: MUX), down 6 percent, and Harmony Gold Mining Co. (ADR) (NYSE: HMY), down 6 percent.
- [By Javier Hasse]
Harmony Gold Mining Co. (ADR) (NYSE: HMY) rose 2.2 percent on Friday, even though gold prices dropped. However, the stock lost 3.7 percent in after-hours trading, in what also seemed like a correction of the surge seen during the day.
bonds investment: Timken Company (The)(TKR)
Advisors' Opinion:- [By Shauna O'Brien]
Jefferies announced on Monday that it has raised its price target on The Timken Company (TKR).
The firm has increased its price target on TKR from $65 to $73. This new price target suggests a 16% upside from the stock’s current price of $61.55.
Analyst Stephen Volkmann noted: “We are increasing our estimates and price target based on the anticipation of a more aggressive share repurchase program over the next year.”
“With strong cash flow generation, untapped balance sheet liquidity and potential upside from a cyclical recovery we believe there is additional value for shareholders that has yet to be recognized,” added the analyst.
Looking ahead, the firm has raised its outlook for the third quarter from 90 cents to 92 cents per share. For FY2013, earnings estimates have been increased from $3.70 to $3.75 per share. FY2014 estimates have been raised from $4.30 to $4.60 per share.
Timken shares were mostly flat during Monday morning trading. The stock is up 29% YTD.
- [By WWW.THESTREET.COM]
Timken (TKR) was downgraded to neutral from buy at Bank of America/Merrill Lynch. $40 price target. The valuation is less attractive, as the stock is up 35% year-to-date, analysts said.
- [By Mike Deane]
On Thursday, Timken Co. (TKR) announced that its board of directors has approved a plan to separate the company’s steel business from its bearing and power transmission business.
The separation will create two publicly-traded companies, with the steel company anticipating annual revenue of $1.7 billion, and the bearing and power transmission company having estimated annual revenue of $3.4 billion.
The company anticipates that the split of TKR will be tax-free for all shareholders, and expects the separation to be completed within 12 months.
TKR’s shares were up $1.79, or 3.06%, at market close on Thursday. YTD, the stock is up more than 19%.
bonds investment: Concho Resources Inc.(CXO)
Advisors' Opinion:- [By Ben Levisohn]
Lear also sees strong “upside potential” for�Concho Resources (CXO), Pioneer Natural Resources (PXD) and Newfield Exploration (NFX) as well performance improves in the Permian/STACK, and also writes positively on Devon Energy (DVN).
- [By Ben Levisohn]
Large Caps. Our E&P coverage is pricing in $61/bbl WTI and $3.30 gas, and with a lower crude forecast the group is looking less compelling. We argue names that continue to demonstrate resource improvement at the low-end of the cost curve, namely in the Permian and STACK remain attractive, such as Concho Resources (CXO), Devon Energy (DVN), Newfield Exploration (NFX) and Pioneer Natural Resources (PXD). Noble (NBL) remains a compelling value, though has yet to commit to an accelerated US onshore drilling program.
- [By Ben Levisohn]
Our peer group is up an average of 46% over the past 4 weeks in response to a 30% rebound in the 12-month strip NYMEX oil price. Some of the largest gainers include Hold and Sell rated stocks that we would not chase such as�Denbury Resources (Sell, +138%), Halcon Resources (HK) (Sell, +147%), Jones Energy (JONE) (Hold, +166%), Rex Energy (REXX) (Sell, +60%), Sanchez Energy (SN) (Hold, +93%), Ultra Petroleum (UPL) (Sell, +61%), and�Whiting Petroleum (Hold, +103%), which have outperformed the E&P Index (+32%) over the same time period. Balance sheets and/or well level returns remain challenged for these companies despite improved oil prices. While we believe oil markets should re-balance over the next 12 to 15 months, the recent recovery to $40 could reverse during 2Q16 as bloated inventories continue to rise, new volumes from Iran pressure an oversupplied market, and a highly anticipated decline in non-OPEC supply (especially in the U.S.), is not as steep as expected. The risk of an oil price retracement, which would significantly pressure the recent out-performers, outweighs the upside in these stocks, in our view. However, we are raising our target prices on Buy rated�Anadarko Petroleum ($54 from $48), Concho Resources (CXO) ($120 from $109), Matador Resources (MTDR) ($22 from $21),�Noble Energy (NBL) ($40 from $34), SM Energy (SM) ($22 from $15), Rice Energy ($14 from $12), Pioneer Natural Resources (PXD) ($155 from $135),�Continental Resources ($32 from $28), and Parsley Energy (PE) ($24 from $23). We believe our Buy-rated stocks are better positioned to weather challenging oil markets.
bonds investment: Plug Power Inc.(PLUG)
Advisors' Opinion:- [By Jim Robertson]
With that in mind, I would add any stocks or sectors that benefit directly or indirectly from government subsidies because they are in ��cool�� or ��chosen�sectors�� that progressive liberal types worship�e.g. so called green or renewable energy or green technology plays like small caps�Ballard Power Systems Inc (NASDAQ: BLDP),�FuelCell Energy Inc (NASDAQ: FCEL) and Plug Power Inc (NASDAQ: PLUG) along with solar�installers Vivint Solar Inc (NYSE: VSLR) and Sunrun Inc (NASDAQ: RUN). Then there are the�bigger and more global�solar energy solutions stocks like First Solar, Inc (NASDAQ: FSLR) and SunPower Corporation (NASDAQ: SPWR) that will no doubt be the focus of any ��energy policy�� or global warming policy coming out of Washington.
bonds investment: Discovery Communications, Inc.(DISCA)
Advisors' Opinion:- [By Harold L. Vogel]
*Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.
bonds investment: Helios and Matheson Analytics Inc(HMNY)
Advisors' Opinion:- [By Cameron Saucier]
Helios and Matheson Analytics Inc. (Nasdaq: HMNY) is an information technology company that provides its clients predictive analytics. The company uses big data for most of its software and operates within the financial services, insurance, and healthcare industries. HMNY is up 278% YTD after it announced a strategic merger with a GPS application company, called RedZone Maps. RedZone is known for mapping crime in major cities. News of the merger sent HMNY climbing over 1,000% from $1.11 per share to $13.75 per share over the course of a week. The stock has since fallen to $5.23 per share as of Monday intraday.
