/* Article Data (Server Side) article (o): [object Object] WSODIssue (s): |46492|2534711|46565|41146|207365|99217|236635|205257|93903|79116|244667|79587 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia! Link (s): http://folionation.squarespace.com/news/2014/5/16/fadel-gheit-lift-oil-export-ban-free-domestic-profits-and-de.html Thumbnail (s): DocumentDate_raw (n): 1400269680000 DocumentDate (s): May 16, 2014 DocumentDate_smart (s): May 16, 2014 DocumentKey (s): 1107-290734296785734819137-3H9OSH4NV0IOGHQ3KPRN5158BV ContentType (s): Article TrackingPixel (s): Content (s):

The oil export ban may not be achieving US objectives. Is it time to lift the ban?

Source: JT Long of The Energy Report  (5/15/14)

Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Reportconducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.

The Energy Report : We recently interviewed Matt Badiali and he talked about what a boon the conflict in Ukraine has been for U.S. refineries. Are you seeing the same effect? What about opportunities in Europe as countries try to diversify away from dependence on Russian oil and gas?

Fadel Gheit: U.S. refiners benefit from the wide Brent/WTI discount. The Russian invasion of Ukraine has increased global tension, boosted Brent prices and widened the differential. With this cost advantage, U.S. refiners are able to significantly increase refined product exports, mainly to Latin America and Europe, which tightened U.S. supplies and boosted margins, despite flat demand.

Unfortunately, the U.S. does not have an energy policy, and we still have a ban on exporting crude oil, which has been in effect for 40 years. Even with the Russian invasion, we seem paralyzed, confused and unable to respond to Russia's aggression. Lifting the export ban and supplying Europe with oil and refined products would reduce dependence on Russian oil and lower global oil prices, which in turn would hurt Russian exports and boost the economies of the U.S. and Europe.

TER: In your last interview, you talked about the impact of instability in the Middle East on companies like Apache Corp. (APA). Do you see the situation stabilizing there? Are you more comfortable with companies operating in Egypt and Turkey?

FG: I believe the Middle East will remain volatile and unstable—not an attractive business environment. Apache sold 30% of its interests in Egypt to Sinopec, which is a step in the right direction. The sooner Apache exits Egypt and uses the proceeds to buy back stock, reduce debt and increase investment onshore in the U.S., the better off the shareholders will be. Why invest in Egypt or Turkey when you have the huge energy resources we have in the U.S.?

TER: You also said natural gas prices in North America are severely depressed compared to the rest of the world. You called that a good thing because it would result in a second industrial renaissance. Are you still bullish on the prospects for natural gas as an economic engine for the U.S.?

FG: Low natural gas prices are good for the consumer and drive U.S. manufacturing. But I also believe in free trade, and the U.S. government should allow LNG exports to higher-price markets, mainly in the Far East and Europe. If we had built large LNG export terminals, we could have significantly reduced Europe's dependence on Russian gas.

TER: What companies are benefitting from the fracking boom?

FG: Domestic oil and gas producers, as well as oil service companies. Infrastructure and transportation companies are also joining the party, despite regulatory hurdles.

TER: How are the large, integrated oil companies faring in the new energy environment? What catalysts are you watching during earnings season?

FG: The stocks of the large international oil companies have not performed well in the last 10 years, as they lagged all other energy sectors and the market in general. They are viewed as defensive investments, but offer no real growth. They have above-market dividend yield, but are not attractive enough for investors who favor the pure plays of refiners or oil and gas producers.

As far as individual company catalysts, Royal Dutch Shell's (RDS.ARDS.B) new CEO, Ben van Beurden, has increased the emphasis on profits, capital efficiency and returns. Lower CAPEX and increased divestments should reduce net investments. We expect Shell to generate free cash flow of over $20 billion ($20B) over the next two years. We think this is a good start and rate it a Perform.

We will be watching production growth, cost trends, capital spending and plans to return cash to shareholders in the form of dividends and share buybacks.

TER: What about the prospects for the large independent exploration and production (E&P) companies?

FG: The large E&P companies are more attractive than the integrated companies, less volatile than the refiners and more stable than the small producers. Each has a catalyst. Anadarko Petroleum Corp. (APC) benefited from a legal settlement, Apache benefited from restructuring, and so did Hess Corp. (HES) and Murphy Oil Corp. (MUR). EOG Resources Inc. (EOG) and Pioneer Natural Resources (PXD) benefited from oil production growth, while investors are waiting for the restructuring of Occidental Petroleum Corp. (OXY) to take place. Marathon Oil (MRO) and Devon Energy Corp. (DVN) have lagged, but offer the lowest valuations in the group. Cabot Oil & Gas Corp. (COG) and Range Resources Corp. (RRC) will continue to reflect natural gas prices and additional pipeline capacity, which have constrained production growth.

As I mentioned in a recent research report, with higher production growth than the majors, a higher dividend yield and a lower valuation than E&P peers, ConocoPhillips (COP) offers an alternative to both groups. We raised our 12-18 month price target to $85 from $80 to reflect an improving outlook on stronger financial and operating results and rated them outperform.

TER: Thank you for your time Fadel.

FG: Thank you.

Fadel Gheit , an energy analyst since 1986, is a managing director and senior analyst covering the oil and gas sector for Oppenheimer & Co. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst Survey for four years. He is frequently quoted on energy issues and has testified before Congress about oil price speculation.

Want to read more Energy Report interviews like this? Sign up for our free e-newsletter, and you'll learn when new articles have been published. To see a list of recent interviews with industry analysts and commentators, visit our Streetwise Interviews page.

DISCLOSURE: 
1) JT Long conducted this interview for Streetwise Reports LLC, publisher of The Gold Report, The Energy Report, The Life Sciences Report and The Mining Report, and provides services to Streetwise Reports as an employee. She owns, or her family owns, shares of the following companies mentioned in this interview: None. 
2) The following companies mentioned in the interview are sponsors of Streetwise Reports: Royal Dutch Shell. Streetwise Reports does not accept stock in exchange for its services. 
3) Fadel Gheit: I own, or my family owns, shares of the following companies mentioned in this interview: Royal Dutch Shell Plc, Devon Energy Corp. and ConocoPhillips. I personally am, or my family is, paid by the following companies mentioned in this interview: None. My company has a financial relationship with the following companies mentioned in this interview: None. I was not paid by Streetwise Reports for participating in this interview. Comments and opinions expressed are my own comments and opinions. I had the opportunity to review the interview for accuracy as of the date of the interview and am responsible for the content of the interview. 
4) Interviews are edited for clarity. Streetwise Reports does not make editorial comments or change experts' statements without their consent. 
5) The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer
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Streetwise – The Energy Report is Copyright © 2014 by Streetwise Reports LLC. All rights are reserved. Streetwise Reports LLC hereby grants an unrestricted license to use or disseminate this copyrighted material (i) only in whole (and always including this disclaimer), but (ii) never in part.

Streetwise Reports LLC does not guarantee the accuracy or thoroughness of the information reported.

Streetwise Reports LLC receives a fee from companies that are listed on the home page in the In This Issue section. Their sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.

Participating companies provide the logos used in The Energy Report. These logos are trademarks and are the property of the individual companies.

 

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Click on the interactive chart to view data over time. 

 

1. Apache Corp. (APA, Earnings, Analysts, Financials): Operates as an independent energy company. Market cap at $33.65B, most recent closing price at $84.33.

 


2. Anadarko Petroleum Corporation (APC, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties primarily in the United States, the deepwater of the Gulf of Mexico, and Algeria. Market cap at $42.03B, most recent closing price at $83.39.

 


3. Hess Corporation (HES, Earnings, Analysts, Financials): Hess Corporation and its subsidiaries operate as an integrated energy company. Market cap at $27.23B, most recent closing price at $81.45.

 


4. Murphy Oil Corporation (MUR, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties worldwide. Market cap at $10.95B, most recent closing price at $59.13.

 


5. EOG Resources, Inc. (EOG, Earnings, Analysts, Financials): Engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad, Tobago, the United Kingdom, and the People's Republic of China. Market cap at $48.79B, most recent closing price at $180.40.

 


6. Pioneer Natural Resources Co. (PXD, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas in the United States, South Africa, and Tunisia. Market cap at $26.99B, most recent closing price at $194.74.

 


7. Marathon Oil Corporation (MRO, Earnings, Analysts, Financials): Operates as an international energy company with operations in the United States, Canada, Africa, the Middle East, and Europe. Market cap at $23.96B, most recent closing price at $33.89.

 


8. Devon Energy Corporation (DVN, Earnings, Analysts, Financials): Engages in the acquisition, exploration, development, and production of natural gas and oil in the United States and Canada. Market cap at $25.88B, most recent closing price at $64.37.

 


9. Cabot Oil & Gas Corporation (COG, Earnings, Analysts, Financials): Engages in oil exploration, development, exploitation, and production. Market cap at $15.01B, most recent closing price at $35.65.

 


10. Range Resources Corporation (RRC, Earnings, Analysts, Financials): Engages in the acquisition, exploration, and development of natural gas properties primarily in the Appalachian and southwestern regions of the United States. Market cap at $14.05B, most recent closing price at $87.53.

 


11. ConocoPhillips (COP, Earnings, Analysts, Financials): Operates as an integrated energy company worldwide. Market cap at $81.95B, most recent closing price at $66.42.

 


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Sorry, guys, the avocado—your favorite berry-you-didn't-know-was-a-berry—may be about to make itself scarce.

There are a lot of fun facts you could rattle off about avocados, both botanical and etymological. For example, it's a berry. Who knew. Its Nahuatl name, ahuacatl, means "testicle," since it grows in pairs. Post-Cortés, that word was mangled in a long game of Spanish telephone until it became the considerably less raunchy abogado, "lawyer"—although you're more likely to hear aguacate or palta, depending on where you happen to be. 

Then there are some not-so-fun facts. For one, 80 percent of the avocados in the US come from California, and California is pushing Dust Bowl status. And while it's no beef, which requires about 106 gallons of water per ounce to produce, the avocado is a thirsty foodstuff, requiring 9 gallons per ounce. 

Not that Latin America is picking up any of the slack. Peru's palta harvest, predicted to be a bumper crop, will be smaller than expected, and hail in Mexico means their aguacate haul might be meager too. 

For now, guacamole is still just an extra at Chipotle (CMG), but you've been warned. Frito-Lay higher-ups might be wringing their hands a bit, because no one wants a chip without guac anymore, but a loss to the division of PepsiCo (PEP) is unlikely to move the needle from an investor's perspective. Calavo Growers (CVGW), on the other hand, had better watch out. The company, which markets and distributes avocados, is up nearly 60 percent for the year, but clear, cloudless, rainless skies loom.

 

Click on the interactive chart to view data over time. 

1. Chipotle Mexican Grill Inc. (CMG, Earnings, Analysts, Financials): 1. Chipotle Mexican Grill Inc. (CMG): Develops and operates fast-casual, fresh Mexican food restaurants in the United States. Market cap at $19.91B, most recent closing price at $641.23.

 

 

2. Calavo Growers Inc. (CVGW, Earnings, Analysts, Financials): 2. Calavo Growers Inc. (CVGW): Calavo Growers, Inc. procures and markets avocados and other perishable commodities, and prepares and distributes processed avocado products in the United States and internationally. Market cap at $860.68M, most recent closing price at $49.75.

 

 

3. Pepsico Inc. (PEP, Earnings, Analysts, Financials): 3. Pepsico Inc. (PEP): Engages in the manufacture, marketing, and sale of foods, snacks, and carbonated and non-carbonated beverages worldwide. Market cap at $144.20B, most recent closing price at $97.28.

 

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.) 

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11 (o): [object Object] WSODIssue (s): |36276|205778|260106|223839|264204 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Nuance: value play or trap? Link (s): http://folionation.squarespace.com/news/2015/4/23/nuance-value-play-or-trap.html Thumbnail (s): DocumentDate_raw (n): 1429806540000 DocumentDate (s): April 23, 2015 DocumentDate_smart (s): Apr 23, 2015 DocumentKey (s): 1107-290734296785735317229-7QT8TESQJQ0USH7UG7HRKMAH2F ContentType (s): Article TrackingPixel (s): Teaser (s):

The company behind Siri has struggled with low profitability. At low valuations, is it a compelling play or a trap?

Nuance Communications (NUAN) was once the rising star in the smart phone world. The speech recognition software firm supplied the engine that powered Apple’s (AAPL) Siri. But when shareholders realized the low profitability from its dealings from Apple, the stock responded. Nuance fell steadily from the $20 to $28 level and last closed at $14.26. Do shareholders have any hope?

Decent quarterly results

On February 5, Nuance announced first quarter earnings of $0.25 per share on revenue of $489 million. Both figures beat consensus estimates. Unfortunately, the firm did not demonstrate any meaningful growth nor did it supply a solid outlook.  In its prepared remarks, Nuance provided the following guidance:

·       Second-quarter revenue of $459 million to $475 million

·       Earnings of $0.22 to $0.26 per share

Both figures are below consensus, although not by much. Analysts had expected revenue of around $499.5 million on $0.27 per share.

For the fiscal year ending September 2015, Nuance thinks it will earn up to $1.18 per share.

New product

On April 13, Nuance announced PowerMic Mobile, making the firm a smartwatch app and health care software play.

Analysis

Nuance traded at $13.87 recently, which implies a forward P/E of just 11.75. This is inexpensive. The operational challenges Nuance facing are not insurmountable. If management progresses in improving performance, the stock could rebound.

At the current valuation, Nuance may attract a buyer, too. That the stock is down around 14 percent in the past year will not go unnoticed by a potential suitor. A company as big as Apple might show interest:

It’s also possible that a private equity firm will look at shaking up Nuance to boost the firm’s intrinsic value. Given that other firms in the mobile space like Microsoft (MSFT), OmniVision (OVTI) and Synaptics (SYNA) trade at much higher multiples, Nuance may eventually trade up to its potential, too.

It is not clear if Nuance is a value play or a trap. Until the firm executes more effectively, the stock is unlikely to move up.

Written by Chris Lau.

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $749.18B, most recent closing price at $128.62.

 

2. Microsoft Corporation (MSFT, Earnings, Analysts, Financials): Develops, licenses, and supports a range of software products and services for various computing devices worldwide. Market cap at $352.64B, most recent closing price at $42.99.

 

 

3. Nuance Communications Inc. (NUAN, Earnings, Analysts, Financials): Provides voice and language solutions for businesses and consumers worldwide. Market cap at $4.64B, most recent closing price at $14.26.

 

 

4. OmniVision Technologies Inc. (OVTI, Earnings, Analysts, Financials): Designs, develops, and markets semiconductor image-sensor devices. Market cap at $1.56B, most recent closing price at $26.82.

 

 

5. Synaptics Inc. (SYNA, Earnings, Analysts, Financials): Develops and supplies custom-designed human interface solutions that enable people to interact with various mobile computing, communications, entertainment, and other electronic devices. Market cap at $3.29B, most recent closing price at $89.54.

 

 

(List compiled by Chris Lau. Monthly returns sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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12 (o): [object Object] WSODIssue (s): |42709|1607179|100104|215985 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Nokia nabs Alcatel-Lucent Link (s): http://folionation.squarespace.com/news/2015/4/22/nokia-nabs-alcatel-lucent.html Thumbnail (s): DocumentDate_raw (n): 1429717320000 DocumentDate (s): April 22, 2015 DocumentDate_smart (s): Apr 22, 2015 DocumentKey (s): 1107-290734296785735315712-1UQGKHTJTQK9U0H4ELRP32IIFI ContentType (s): Article TrackingPixel (s): Teaser (s):

Nokia has announced a planned $16.6 billion merger with Alcatel-Lucent. 

Nokia (NOK) just made a savvy acquisition. Previously known as a smart phone maker, the map software and networking hardware company is boosting its hardware division by merging with Alcatel-Lucent (ALU). The merger values Nokia €15.6 billion, around $16.6 billion. 

Aside from a brief rally that boosted share prices to $8.30, the downtrend in Nokia's stock is clear:

The market will take its time digesting the merger, which Nokia boasts will “create an innovation leader in next generation technology and services for an IP connected world.” There are risks in the short term. Most importantly, Nokia does not expect the merger will close until the first half of 2016, meaning neither company will not realize any cost savings until then.

Quarterly results due next month

Strong quarterly results might help these companies' shares. Nokia reports on May 5, Alcatel-Lucent on May 7. Either firm could miss expectations, as management may have been distracted in the last quarter negotiating the merger.

Another buyer unlikely

It is unlikely another buyer will emerge for Alcatel-Lucent. Cisco Systems (CSCO) already made an acquisition in the virtual appliance software space. Earlier this month, it announced it would buy Embrane, a software maker for load balancing and firewall solutions.

Ericsson Telephone Co. (ERIC) is another unlikely buyer. The firm’s market cap is $40 billion, but it already has a lead over both Nokia and Alcatel-Lucent in terms of market share.

Alternative investments

Investors might look for other alternatives to Nokia. These include Motorola Solutions (MSI), Juniper Networks (JNPR), Ciena Corp. (CIEN) and ZTE Corp. (ZTCOY), a Chinese firm.

Written by Chris Lau.

Disclosure: Author holds shares of Alcatel-Lucent

Click on the interactive chart to view data over time. 

1. Alcatel-Lucent (ALU, Earnings, Analysts, Financials): Provides products, solutions, and transformation services that enable service providers, enterprises, governments, and strategic industries to deliver voice, data, and video communication services to end-users worldwide. Market cap at $11.68B, most recent closing price at $4.03.

 

 

2. Cisco Systems Inc. (CSCO, Earnings, Analysts, Financials): Designs, manufactures, and sells Internet protocol (IP)-based networking and other products related to the communications and information technology industry worldwide. Market cap at $146.45B, most recent closing price at $28.69.

 

 

3. Ericsson (ERIC, Earnings, Analysts, Financials): Provides communications equipment, professional services, and multimedia solutions to mobile and fixed networks operators worldwide. Market cap at $42.18B, most recent closing price at $12.79.

 

 

4. Nokia Corporation (NOK, Earnings, Analysts, Financials): Provides Internet and digital mapping and navigation services worldwide. Market cap at $29.24B, most recent closing price at $7.84.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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13 (o): [object Object] WSODIssue (s): |104092|27294563|147753|269774 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Looks like millennials do buy cars after all Link (s): http://folionation.squarespace.com/news/2015/4/21/looks-like-millennials-do-buy-cars-after-all.html Thumbnail (s): DocumentDate_raw (n): 1429645620000 DocumentDate (s): April 21, 2015 DocumentDate_smart (s): Apr 21, 2015 DocumentKey (s): 1107-290734296785735314736-232JR19PB0AAVRQO0APPITR2CD ContentType (s): Article TrackingPixel (s): Teaser (s):

Turns out millennials do buy cars when there's no credit crunch happening. But which ones?

Unpacking the millennial mindset is big business, as this age cohort is entering a recovering job market and flexing its collective spending power. The issue for a number of industries is that this generation doesn't seem to be interested in their wares the way previous generations were. For a long time, the auto industry has been the unhappy poster child for this dilemma. But that might be changing. 

The conventional wisdom has long been that kids just don't buy cars anymore. Fast Company cites one statistic saying that between 2007 and 2011, the rate at which 18- to 24-year-olds purchased cars fell off almost 30 percent. The reason as determined in the article: because of mobile devices and social media, these kids don't have to move to have fun. They "make all of their connections online."

Fast Company's cited date range, 2007-2011, perfectly captures the decline from pre-crisis highs. It starts when people had well-paying jobs and credit was (way too) easy to obtain and goes to the depths of the recession, when shellshocked banks were less likely to extend a loan to an unemployed 20-year-old with a three-week credit history. Maybe that's why millennials didn't buy cars.

Millennials have since begun purchasing cars as if it were their job—likely because they can now get real jobs. They now account for nearly 30 percent of new vehicle sales, having surpassed Gen X in 2012. This development led The Atlantic's Senior Editor Derek Thompson to rethink his theory that owning a car was so Boomer. It turns out that the majority of this generation isn't as fixated on urban living, renting and public transportation as the pundits thought. 

According to J.D. Power & Associates, via The Atlantic, millennials bought over 3.5 million new cars in 2014. Edmunds reports that 78 percent of millennial auto purchases last year were used cars, giving us a figure in the neighborhood of 16 million cars. Your move, auto industry.

So what cars are millennials buying? An AutoTrader.com survey reveals that while millennials might "identify" with brands like Audi, Mercedes and BMW, they are most likely to purchase the following makes:

Click on the interactive chart to view data over time. 

 

1. Ford Motor Co. (F, Earnings, Analysts, Financials): Develops, manufactures, distributes, and services vehicles and parts worldwide. Market cap at $63.24B, most recent closing price at $15.91.

 

 

2. General Motors Company (GM, Earnings, Analysts, Financials): Operates as a global automaker. Market cap at $59.76B, most recent closing price at $37.11.

 

 

3. Honda Motor Co. Ltd. (HMC, Earnings, Analysts, Financials): Engages in the development, manufacture, and distribution of motorcycles, automobiles, and power products primarily in North America, Europe, and Asia. Market cap at $64.10B, most recent closing price at $35.01.

 

 

4. Toyota Motor Corporation (TM, Earnings, Analysts, Financials): Engages in the design, manufacture, assembly, and sale of passenger cars, minivans, and commercial vehicles. Market cap at $239.03B, most recent closing price at $138.73.

 

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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14 (o): [object Object] WSODIssue (s): |2634746|226354|274857 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Is Travelzoo a Wall Street deal? Link (s): http://folionation.squarespace.com/news/2015/4/21/is-travelzoo-a-wall-street-deal.html Thumbnail (s): DocumentDate_raw (n): 1429632720000 DocumentDate (s): April 21, 2015 DocumentDate_smart (s): Apr 21, 2015 DocumentKey (s): 1107-290734296785735314417-7NOOVU7CNO84HU72FR1PG8DO58 ContentType (s): Article TrackingPixel (s): Teaser (s):

This travel deals site's stock saw a 30 percent rally after an earnings beat. Is there upside left in Travelzoo?

When Travelzoo (TZOO), a firm with a market cap of just $191 million, reported good quarterly results on Thursday, the stock shot up around 30 percent. Still, there may be value left in the travel deals site.

Travelzoo earned $0.13 per share on revenue of $36.49 million. Both figures beat consensus, by $0.05 per share and $1.72 million, respectively. The revenue drop of 9 percent over last year is notable, but was due to weakness in Local Deals and Getaways. The strong dollar also hurt European revenue.

Customer growth improved in the last quarter. The firm added spending for member acquisition and related marketing. This cost the firm $2 million, but resulted in the addition of more members than any other quarter over the past three years. Travelzoo had 24.5 million customers as of March 31.

Europe remains a risk for Travelzoo, due mostly to currency fluctuation. Headcount in North America also fell last quarter. This may result in lower revenue, but it also means higher productivity and profitability.

There are few value plays in the online travel space. Priceline (PCLN) trades at a forward P/E of just under 18, while Expedia's (EXPE) is just over 20. 

Travelzoo is a small cap firm and investing in it is not without risk. Still, the stock may have more upside if the company reports another strong quarter.

Written by Chris Lau.

Click on the interactive chart to view data over time. 

1. Expedia Inc. (EXPE, Earnings, Analysts, Financials): Operates as an online travel company in the United States and internationally. Market cap at $12.34B, most recent closing price at $97.40.

 

 

2. The Priceline Group Inc. (PCLN, Earnings, Analysts, Financials): Operates as an online travel company. Market cap at $61.88B, most recent closing price at $1191.42.

 

 

3. Travelzoo Inc. (TZOO, Earnings, Analysts, Financials): Publishes travel and entertainment offers from various travel and entertainment companies in North America and Europe. Market cap at $193.55M, most recent closing price at $13.14.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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15 (o): [object Object] WSODIssue (s): |78281|148296|284244 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Oscar is a $1 billion startup that is changing healthcare Link (s): http://folionation.squarespace.com/news/2015/4/20/oscar-is-a-1-billion-startup-that-is-changing-healthcare.html Thumbnail (s): DocumentDate_raw (n): 1429554060000 DocumentDate (s): April 20, 2015 DocumentDate_smart (s): Apr 20, 2015 DocumentKey (s): 1107-290734296785735314850-66AJK8QV6M4BB33S9HF4C0HAMT ContentType (s): Article TrackingPixel (s): Teaser (s):

Unicorns, or highly valued startups, are a dime a dozen these days, but Oscar is the newest one in healthcare. 

Oscar has only been around since July 2013, but the New York-based health insurance startup is officially in unicorn—aka $1 billion valuation—territory. Thanks to $145 million in funding announced Monday from venture capitalist/college detractor Peter Thiel and others, Oscar is now valued at roughly $1.5 billion

Never heard of Oscar? Presently, Oscar operates in New York and New Jersey, which is why only Tri-State Area residents have probably caught a glimpse of an ad on the subway or train. The company's goal is to make the notoriously complex and miserable world of health insurance simple and pleasant. It's a tough order, but considering that one-third of Americans aren't satisfied with the way the healthcare system works and 54 percent consider a medical emergency their top financial fear, it's needed.  

So far, the response has been pretty good. Over the course of 2014, Oscar's members more than doubled from 17,000 to 40,000 and it comprises 12 to 15 percent of New York's individual health insurance marketplace. Plus, according to TechCrunch, the startup is pulling in $200 million in revenue from its enrollees. But it's not stopping there: Oscar hopes to enter California's exchange next year and Texas's marketplace in the near future.

All of this could be great news for the 33 percent of Americans who are unsatisfied with their healthcare as well as the young adults who will no longer be eligible for coverage through their parents. It could also be bad news for existing health insurance companies that seemingly reinforce the status quo.

Below is a list of health care plans stocks that could find themselves in trouble if Oscar continues to grow and successfully expands outside of the New York/New Jersey healthcare market. Each of the stocks had negative earnings per share (EPS) growth quarter over quarter. Additionally, all of the stocks are less profitable than their peers as measured by gross, operating and pretax margin.

Click on the interactive chart to view data over time. 

1. Center Corp (CNC, Earnings, Analysts, Financials): Operates as a multiline healthcare company in the United States. Market cap at $8.10B, most recent closing price at $68.15.

EPS growth quarter over quarter at -39.20%.

TTM gross margin at 11.27% vs. industry average at 20.48%.

TTM operating margin at 2.8% vs. industry average at 8.37%.

TTM pretax margin at 2.76% vs. industry average at 6.56%.

Centene's Ambetter product is available in Texas's health insurance marketplace.

 

2. Health Net Inc. (HNT, Earnings, Analysts, Financials): Provides managed health care services through its health plans and government-sponsored managed care plans. Market cap at $4.34B, most recent closing price at $56.43.

EPS growth quarter-over-quarter at -76.00%.

TTM gross margin at 15.45% vs. industry average at 20.48%.

TTM operating margin at 2.28% vs. industry average at 8.38%.

TTM pretax margin at 1.43% vs. industry average at 6.56%.

Health Net offers insurance plans for individuals in California.

 

3. WellCare Health Plans Inc. (WCG, Earnings, Analysts, Financials): Provides managed care services for government-sponsored healthcare programs in the United States. Market cap at $3.64B, most recent closing price at $82.59.

EPS growth quarter-over-quarter at -81.40%.

TTM gross margin at 11.61% vs. industry average at 20.48%.

TTM operating margin at 1.92% vs. industry average at 8.37%.

TTM pretax margin at 1.37% vs. industry average at 6.56%.

WellCare sells Medicaid plans in Texas, which decided not to expand its program.

 

 (List compiled by Mary-Lynn Cesar. Monthly return data sourced from Zacks Investment Research. Margin data sourced from Fidelity. All other data sourced from FINVIZ.)

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Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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*/ Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia!

Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia!

The oil export ban may not be achieving US objectives. Is it time to lift the ban?

Source: JT Long of The Energy Report  (5/15/14)

Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Report, conducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.

The Energy Report : We recently interviewed Matt Badiali and he talked about what a boon the conflict in Ukraine has been for U.S. refineries. Are you seeing the same effect? What about opportunities in Europe as countries try to diversify away from dependence on Russian oil and gas?

Fadel Gheit: U.S. refiners benefit from the wide Brent/WTI discount. The Russian invasion of Ukraine has increased global tension, boosted Brent prices and widened the differential. With this cost advantage, U.S. refiners are able to significantly increase refined product exports, mainly to Latin America and Europe, which tightened U.S. supplies and boosted margins, despite flat demand.

Unfortunately, the U.S. does not have an energy policy, and we still have a ban on exporting crude oil, which has been in effect for 40 years. Even with the Russian invasion, we seem paralyzed, confused and unable to respond to Russia's aggression. Lifting the export ban and supplying Europe with oil and refined products would reduce dependence on Russian oil and lower global oil prices, which in turn would hurt Russian exports and boost the economies of the U.S. and Europe.

TER: In your last interview, you talked about the impact of instability in the Middle East on companies like Apache Corp. (APA). Do you see the situation stabilizing there? Are you more comfortable with companies operating in Egypt and Turkey?

FG: I believe the Middle East will remain volatile and unstable—not an attractive business environment. Apache sold 30% of its interests in Egypt to Sinopec, which is a step in the right direction. The sooner Apache exits Egypt and uses the proceeds to buy back stock, reduce debt and increase investment onshore in the U.S., the better off the shareholders will be. Why invest in Egypt or Turkey when you have the huge energy resources we have in the U.S.?

TER: You also said natural gas prices in North America are severely depressed compared to the rest of the world. You called that a good thing because it would result in a second industrial renaissance. Are you still bullish on the prospects for natural gas as an economic engine for the U.S.?

FG: Low natural gas prices are good for the consumer and drive U.S. manufacturing. But I also believe in free trade, and the U.S. government should allow LNG exports to higher-price markets, mainly in the Far East and Europe. If we had built large LNG export terminals, we could have significantly reduced Europe's dependence on Russian gas.

TER: What companies are benefitting from the fracking boom?

FG: Domestic oil and gas producers, as well as oil service companies. Infrastructure and transportation companies are also joining the party, despite regulatory hurdles.

TER: How are the large, integrated oil companies faring in the new energy environment? What catalysts are you watching during earnings season?

FG: The stocks of the large international oil companies have not performed well in the last 10 years, as they lagged all other energy sectors and the market in general. They are viewed as defensive investments, but offer no real growth. They have above-market dividend yield, but are not attractive enough for investors who favor the pure plays of refiners or oil and gas producers.

As far as individual company catalysts, Royal Dutch Shell's (RDS.A; RDS.B) new CEO, Ben van Beurden, has increased the emphasis on profits, capital efficiency and returns. Lower CAPEX and increased divestments should reduce net investments. We expect Shell to generate free cash flow of over $20 billion ($20B) over the next two years. We think this is a good start and rate it a Perform.

We will be watching production growth, cost trends, capital spending and plans to return cash to shareholders in the form of dividends and share buybacks.

TER: What about the prospects for the large independent exploration and production (E&P) companies?

FG: The large E&P companies are more attractive than the integrated companies, less volatile than the refiners and more stable than the small producers. Each has a catalyst. Anadarko Petroleum Corp. (APC) benefited from a legal settlement, Apache benefited from restructuring, and so did Hess Corp. (HES) and Murphy Oil Corp. (MUR). EOG Resources Inc. (EOG) and Pioneer Natural Resources (PXD) benefited from oil production growth, while investors are waiting for the restructuring of Occidental Petroleum Corp. (OXY) to take place. Marathon Oil (MRO) and Devon Energy Corp. (DVN) have lagged, but offer the lowest valuations in the group. Cabot Oil & Gas Corp. (COG) and Range Resources Corp. (RRC) will continue to reflect natural gas prices and additional pipeline capacity, which have constrained production growth.

As I mentioned in a recent research report, with higher production growth than the majors, a higher dividend yield and a lower valuation than E&P peers, ConocoPhillips (COP) offers an alternative to both groups. We raised our 12-18 month price target to $85 from $80 to reflect an improving outlook on stronger financial and operating results and rated them outperform.

TER: Thank you for your time Fadel.

FG: Thank you.

Fadel Gheit , an energy analyst since 1986, is a managing director and senior analyst covering the oil and gas sector for Oppenheimer & Co. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst Survey for four years. He is frequently quoted on energy issues and has testified before Congress about oil price speculation.

Want to read more Energy Report interviews like this? Sign up for our free e-newsletter, and you'll learn when new articles have been published. To see a list of recent interviews with industry analysts and commentators, visit our Streetwise Interviews page.

DISCLOSURE: 1) JT Long conducted this interview for Streetwise Reports LLC, publisher of The Gold Report, The Energy Report, The Life Sciences Report and The Mining Report, and provides services to Streetwise Reports as an employee. She owns, or her family owns, shares of the following companies mentioned in this interview: None. 2) The following companies mentioned in the interview are sponsors of Streetwise Reports: Royal Dutch Shell. Streetwise Reports does not accept stock in exchange for its services. 3) Fadel Gheit: I own, or my family owns, shares of the following companies mentioned in this interview: Royal Dutch Shell Plc, Devon Energy Corp. and ConocoPhillips. I personally am, or my family is, paid by the following companies mentioned in this interview: None. My company has a financial relationship with the following companies mentioned in this interview: None. I was not paid by Streetwise Reports for participating in this interview. Comments and opinions expressed are my own comments and opinions. I had the opportunity to review the interview for accuracy as of the date of the interview and am responsible for the content of the interview. 4) Interviews are edited for clarity. Streetwise Reports does not make editorial comments or change experts' statements without their consent. 5) The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. 6) From time to time, Streetwise Reports LLC and its directors, officers, employees or members of their families, as well as persons interviewed for articles and interviews on the site, may have a long or short position in securities mentioned. Directors, officers, employees or members of their families are prohibited from making purchases and/or sales of those securities in the open market or otherwise during the up-to-four-week interval from the time of the interview until after it publishes.

Streetwise – The Energy Report is Copyright © 2014 by Streetwise Reports LLC. All rights are reserved. Streetwise Reports LLC hereby grants an unrestricted license to use or disseminate this copyrighted material (i) only in whole (and always including this disclaimer), but (ii) never in part.

Streetwise Reports LLC does not guarantee the accuracy or thoroughness of the information reported.

Streetwise Reports LLC receives a fee from companies that are listed on the home page in the In This Issue section. Their sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.

Participating companies provide the logos used in The Energy Report. These logos are trademarks and are the property of the individual companies.

 

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1. Apache Corp. (APA, Earnings, Analysts, Financials): Operates as an independent energy company. Market cap at $33.65B, most recent closing price at $84.33.

 

2. Anadarko Petroleum Corporation (APC, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties primarily in the United States, the deepwater of the Gulf of Mexico, and Algeria. Market cap at $42.03B, most recent closing price at $83.39.

 

3. Hess Corporation (HES, Earnings, Analysts, Financials): Hess Corporation and its subsidiaries operate as an integrated energy company. Market cap at $27.23B, most recent closing price at $81.45.

 

4. Murphy Oil Corporation (MUR, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties worldwide. Market cap at $10.95B, most recent closing price at $59.13.

 

5. EOG Resources, Inc. (EOG, Earnings, Analysts, Financials): Engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad, Tobago, the United Kingdom, and the People's Republic of China. Market cap at $48.79B, most recent closing price at $180.40.

 

6. Pioneer Natural Resources Co. (PXD, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas in the United States, South Africa, and Tunisia. Market cap at $26.99B, most recent closing price at $194.74.

 

7. Marathon Oil Corporation (MRO, Earnings, Analysts, Financials): Operates as an international energy company with operations in the United States, Canada, Africa, the Middle East, and Europe. Market cap at $23.96B, most recent closing price at $33.89.

 

8. Devon Energy Corporation (DVN, Earnings, Analysts, Financials): Engages in the acquisition, exploration, development, and production of natural gas and oil in the United States and Canada. Market cap at $25.88B, most recent closing price at $64.37.

 

9. Cabot Oil & Gas Corporation (COG, Earnings, Analysts, Financials): Engages in oil exploration, development, exploitation, and production. Market cap at $15.01B, most recent closing price at $35.65.

 

10. Range Resources Corporation (RRC, Earnings, Analysts, Financials): Engages in the acquisition, exploration, and development of natural gas properties primarily in the Appalachian and southwestern regions of the United States. Market cap at $14.05B, most recent closing price at $87.53.

 

11. ConocoPhillips (COP, Earnings, Analysts, Financials): Operates as an integrated energy company worldwide. Market cap at $81.95B, most recent closing price at $66.42.

 

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Apache Corp.(APA, Chart, Download SEC Filings)Anadarko Petroleum Corporation(APC, Chart, Download SEC Filings)Hess Corporation(HES, Chart, Download SEC Filings)Murphy Oil Corporation(MUR, Chart, Download SEC Filings)EOG Resources, Inc.(EOG, Chart, Download SEC Filings)Pioneer Natural Resources Co.(PXD, Chart, Download SEC Filings)Marathon Oil Corporation(MRO, Chart, Download SEC Filings)Devon Energy Corporation(DVN, Chart, Download SEC Filings)Cabot Oil & Gas Corporation(COG, Chart, Download SEC Filings)Range Resources Corporation(RRC, Chart, Download SEC Filings)ConocoPhillips(COP, Chart, Download SEC Filings)

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