Friday, November 7, 2014

Hot Forestry Stocks To Invest In 2015

Tomorrow, Mattress Firm (NASDAQ: MFRM  ) will release its latest quarterly results. As the consumer segment of the economy has picked up steam over the past several years, discretionary spending on things like mattresses is finally starting to grow, and Mattress Firm has managed to capitalize on that trend.

Mattress Firm is one of the newer players in the publicly traded markets, having had its IPO in late 2011. Since then, though, it has made a strong impression, overcoming some big challenges to rise more than 50% from its opening-day IPO close. Let's take an early look at what's been happening with Mattress Firm over the past quarter and what we're likely to see in its quarterly report.

Stats on Mattress Firm

Analyst EPS Estimate

$0.36

Change From Year-Ago EPS

Hot Forestry Stocks To Invest In 2015: Pennsylvania Real Estate Investment Trust (PEI)

Pennsylvania Real Estate Investment Trust (PREIT), incorporated on September 29, 1997, is a fully integrated, self-managed and self-administered real estate investment trust (REIT). The Company has a primary investment focus on retail shopping malls located in the eastern half of the United States, primarily in the Mid-Atlantic region. As of December 31, 2012, the Company owned interests in 46 retail properties, of which 42 were operating properties, three were development properties and one was classified as held for sale. The 42 operating properties, which are classified in continuing operations, include 36 enclosed malls and six strip and power centers, have a total of 30.7 million square feet and operate in 12 states. The Company and partnerships in which the Company owns an interest owned 23.9 million square feet at these properties (excluding space owned by anchors). The development portion of the Company's portfolio contains three properties in two states, with two classified as mixed use (a combination of retail and other uses) and one classified as other. In January 2013, the Company sold its interests in Paxton Towne Centre in Harrisburg, Pennsylvania and Phillipsburg Mall in Phillipsburg, New Jersey. In February 2013, the Company sold Orlando Fashion Square in Orlando, Florida. In November 2013, the Company sold Chambersburg Mall in Chambersburg, PA.

As of December 31, 2012, the Company had four properties, which were classified as held for sale, two of which were malls and two of which were power centers. The Company is engaged in the ownership, management, leasing, acquisition, redevelopment and development of enclosed malls. The Company's malls include national or regional department stores, large format retailers or other anchors and a diverse mix of national, regional and local in-line stores offering apparel (women's, family, teen, children's, men's), shoes, eyewear, cards and gifts, jewelry, sporting goods, home furnishings, drug stores, electronics and books/music/movi! es, among other things. Its malls have restaurants and/or food courts, and some of the malls have multi-screen movie theaters and other entertainment options, either as part of the mall or on outparcels around the perimeter of the mall property. In addition, its malls have outparcels containing restaurants, banks or other stores. It derives its revenue from rent received under leases with tenants for space at retail properties in its real estate portfolio.

Advisors' Opinion:
  • [By Rich Duprey]

    Pennsylvania Real Estate Investment Trust� (NYSE: PEI  ) �reported first-quarter results yesterday that were below consensus expectations on the top line but came in ahead on the bottom line, causing the company to�raise guidance�for the full year.

  • [By Marc Bastow]

    Retail shopping mall real estate investment trust Pennsylvania REIT (PEI) raised its quarterly dividend 11% to 20 cents per share, payable on Dec. 16 to shareholders of record as of Dec. 2.
    PEI Dividend Yield: 4.74%

Hot Forestry Stocks To Invest In 2015: AAR Corp.(AIR)

AAR CORP. provides products and services to aviation, government, and defense markets worldwide. The company?s Aviation Supply Chain segment purchases and sells new, overhauled, and repaired engine and airframe parts and components. It also repairs, overhauls, and sells avionics, electrical, electronic, fuel, hydraulic, and pneumatic components and instruments, as well as internal airframe components; and provides customized inventory supply and management programs for engine and airframe parts and components. In addition, this segment sells and leases commercial jet engines and used commercial aircraft; and provides advisory services, including assistance in remarketing aircraft, records management, and storage maintenance. Its Government and Defense Services segment involves in fixed- and rotary-wing flight operations; and performs engineering and design modifications on rotary-wing aircraft for government customers. This segment also provides customized performance-base d logistics programs in support of the U.S. Department of Defense and foreign governments; and engineering, design, manufacturing, and system integration services. The company?s Maintenance, Repair, and Overhaul segment provides airframe maintenance inspection and overhaul, painting, line maintenance, airframe modifications, structural repairs, avionic service and installation, exterior and interior refurbishment, and engineering services, as well as support for commercial and military aircraft; and repairs and overhauls landing gears, wheels, and brakes. Its Structures and Systems segment designs, manufactures, and repairs airdrop and other transportation pallets, and containers and shelters used in support of military and humanitarian tactical deployment activities. This segment also designs, manufactures, and installs in-plane cargo loading and handling systems for commercial and military aircraft and helicopters. AAR CORP. was founded in 1951 and is headquartered in Wood Dale, Illinois.

Advisors' Opinion:
  • [By Rich Smith]

    By far the largest contract of the day was a massive $5.3 billion indefinite-delivery/indefinite-quantity, multiple-award contract issued to a mind-boggling 914 separate recipients simultaneously. Winners included everyone from subsidiaries of brand-name defense contractors such as AAR Corp (NYSE: AIR  ) and SAIC (NYSE: SAI  ) to lesser-known, federally defined small businesses such as "Wakelight Technologies" of Honolulu and "Electromagnetic Compatibility Management Concepts" of Sterling, Va.

  • [By Wallace Witkowski]

    AAR Corp. (AIR) �shares fell 7% to $28.75 on light volume an earnings miss and reduced outlook due to a ��hallenging��quarter in its aviation products and services businesses.

Hot Blue Chip Companies For 2015: William Hill PLC (WMH)

William Hill PLC is a United Kingdom-based gambling company. The Company�� business is to provide its customers with a range of sports betting and gaming opportunities. It is a bookmaker providing fixed odds sports betting. It also offers gaming opportunities. The Company�� segments include Retail distribution channel, which includes activity undertaken in LBOs, including gaming machines; Online segment, which includes activity undertaken online, including an online sportsbook, online casino, online poker sites and other gaming products; Telephone segment, which includes its telephone betting services; US segment, comprises all activity undertaken in the United States; Other activities include on-course betting and greyhound stadia operations. In April 2013, it acquired the remaining 29% stake in William Hill Online from its joint venture partner Playtech Ltd. Effective September 2, 2013, William Hill PLC acquired Miapuesta.es, a provider of gaming and sports betting services. Advisors' Opinion:
  • [By Inyoung Hwang]

    Royal Bank of Scotland Group Plc sank 3.3 percent after reporting results and naming the head of its U.K. consumer unit as chief executive officer. William Hill Plc (WMH) dropped the most in four years after the bookmaker posted earnings that missed analysts��projections. International Consolidated Airlines Group SA (IAG) rose to a five-year high as the parent of British Airways reported an operating profit in the second quarter.

Hot Forestry Stocks To Invest In 2015: DCT Industrial Trust Inc (DCF)

DCT Industrial Trust Inc. (DCT) is an industrial real estate company that owns, operates and develops bulk distribution and light industrial properties in distribution markets in the United States and Mexico. The Company is structured as an umbrella partnership real estate investment trust (REIT), under which substantially all of its business is, and will be, conducted through a majority-owned and controlled subsidiary, DCT Industrial Operating Partnership LP (the operating partnership), a Delaware limited partnership, for which DCT Industrial Trust Inc. is the sole general partner. The Company owns properties through its operating partnership and its subsidiaries. As of December 31, 2011, DCT owned approximately 90% of the outstanding equity interests in its operating partnership. In March 2012, DCT acquired a 32.6 acre land parcel in Romeoville, within the southern I-55 industrial submarket of Chicago. In May 2012, the Company acquired two Class A industrial buildings totaling 98,000 square feet in Houston, known as DCT Claymoore Center. Located in the Northwest submarket of Houston, DCT Claymoore Center encompasses a bulk and light industrial facility and is 95.8%-occupied. In August 2013, the Company announced that it has acquired a three building portfolio totaling 308,000 square feet in the Tempe/Airport submarket of Phoenix. In September 2013, Dct Industrial Trust Inc announced the acquisition of 45 acres in the heart of the Inland Empire West submarket of Southern California. In October 2013, DCT Industrial Trust Inc acquired DCT Fox River Business Center, a six-building industrial portfolio in Elgin. In October 2013, DCT Industrial Trust Inc sold its entire portfolio of Mexico assets to an investment trust of Macquarie Mexican REIT.

During the year ended December 31, 2011, the Company acquired 24 buildings comprising 2.8 million square feet and controlling ownership interests in three buildings totaling 0.4 million square feet. In 2011, the Company sold 16 operating properties to! taling approximately 2.7 million square feet to third-parties. As of December 31, 2011, the Company�� consolidated operating properties had leases with approximately 900 customers with no single customer accounting for more than 1.7% of the total annualized base rents of its properties. As of December 31, 2011, the Company owned interests in, managed or had under development approximately 75.5 million square feet of properties leased to approximately 900 customers, including 58.1 million square feet comprising 408 consolidated properties owned in its operating portfolio, which were 90.6% occupied; 0.2 million square feet comprising one consolidated property under redevelopment, and 17.2 million square feet comprising 52 unconsolidated properties, which were 86.3% occupied and one managed-only property operated on behalf of five institutional capital management partners. As of December 31, 2011, its total consolidated portfolio consisted of 409 properties with an average size of 142,000 square feet and an average age of 20.2 years.

Advisors' Opinion:
  • [By Canadian Value]

    As many of our clients know, Jensen focuses primarily on the discounted cash flow (DCF) method to value equities. Our long held belief is that the intrinsic value of a business is the present value of the cash flows the company is expected to pay its shareholders in the future. The remainder of this paper explores some of the advantages and disadvantages of using either DCF or multiples and outlines why we believe DCF is the more fundamentally sound way to value equities.

Hot Forestry Stocks To Invest In 2015: Valeant Pharmaceuticals International Inc(VRX)

Valeant Pharmaceuticals International, Inc., a specialty pharmaceutical company, develops, manufactures, and markets pharmaceutical products in the areas of neurology, dermatology, and branded generics. It offers Wellbutrin XL to treat depressive disorders; Xenazine to treat chorea associated with Huntington?s disease; CeraVe to rebuild and repair skin barrier; and Kinerase, a cosmetic product. The company also provides Zovirax ointment to treat initial genital herpes; Xerese to treat recurrent herpes labialis; Elidel to treat atopic dermatitis; and Acanya and Atralin gels to treat acne vulgaris. In addition, it offers Cesamet to treat nausea and vomiting associated with cancer chemotherapy; Tiazac XC to treat hypertension and angina; Wellbutrin to treat depressive illness; Sublinox to treat insomnia; and Lodalis to treat hypercholesterolemia. Further, the company provides Cold-FX to strengthen immune system; Duromine/Metermine for weight loss; Difflam to treat sore throa ts; and Duro-Tuss and Rikodeine to treat dry and chesty cough, as well as various branded generics for treatments, including antibiotics, treatments for cardiovascular and neurological diseases, antifungal medications, and diabetic therapies. Additionally, it offers Bisocard to treat hypertension and angina pectoris; Flucinar, a corticosteroid ointment; and Sachol mouth ulcer gel; Bedoyecta to treat neurotic pain; M.V.I., a hospital dietary supplement for trauma and burns; Tandene to treat fever and headache; Melleril to treat anxiety and depression; and products for therapeutic classes, such as vitamin deficiency, antibacterials, and dermatology. It markets its products in the United States, Canada, Australia, New Zealand, Europe, Latin America, southeast Asia, and South Africa. The company was formerly known as Biovail Corporation and changed its name to Valeant Pharmaceuticals International, Inc. in September 2010. The company was founded in 1960 and is headquartered in M ississauga, Canada.

Advisors' Opinion:
  • [By Sean Williams]

    What: Shares of specialty pharmaceutical company Valeant Pharmaceuticals (NYSE: VRX  ) spiked higher by as much as 17% following a report from The Wall Street Journal that indicates that Valeant may be close to purchasing privately held eye care products maker Bausch & Lomb.

  • [By Brendan Mathews]

    We asked which current CEOs fit the�Outsiders�mold. Thorndike reeled off a short list of names, but he started with Michael Pearson of�Valeant Pharmaceuticals� (NYSE: VRX  ) . He went on to mention Nicholas Howley of�TransDigm Group� (NYSE: TDG  ) , and Rich Kinder of�Kinder Morgan� (NYSE: KMI  ) .�

  • [By Wallace Witkowski]

    Shares of Allergan Inc. (AGN) �and Valeant Pharmaceuticals International Inc. (VRX) �rallied following reports that Pershing Square�� Bill Ackman and Valeant were teaming up to take over Allergan.

Hot Forestry Stocks To Invest In 2015: Star Scientific Inc (STSI)

Star Scientific, Inc. (Star Scientific), incorporated on June 24, 1985, is engaged in the manufacturing and production of dietary supplements. The Company�� operating subsidiaries manufacture, distribute and sell consumer products and dietary supplements. Its segment includes dietary supplements. Through its Rock Creek Pharmaceuticals, Inc. (Rock Creek) subsidiary, the Company is engaged in the manufacture, sale, marketing and development of non-nicotine nutraceutical, dietary supplements: Anatabloc, for anti-inflammatory support; the manufacture, sale and marketing of a cosmetic facial cream, and the development of other nutraceuticals, dietary supplements and pharmaceutical products. On December 14, 2012, the Company voted to discontinue the manufacturing, distribution and sale of its dissolvable smokeless tobacco products, Ariva and Stonewall Hard Snuff, as of December 31, 2012. With this change it will no longer be manufacturing or selling any tobacco products.

Rock Creek Pharmaceuticals has been engaged in the development of other dietary supplements and pharmaceutical products, particularly products that have a botanical- based component and that are designed to provide nutritional support in a range of neurological conditions, including Alzheimer�� disease, Parkinson�� disease, schizophrenia, depression, and Hashimoto�� thyroiditis. Rock Creek Pharmaceuticals also has been involved in the development of a cosmetic line of products that utilizes its anatabine compound to improve the appearance of the skin. On September 10, 2012, the Company introduced Anatabloc Facial Creme into the market. As of November 9, 2012, Anatabloc was being sold through its interactive Website, a customer service center and on a consignment basis through GNC, which is a retailer of dietary supplements. The Company uses its anatabine citrate compound in its dietary supplements Anatabloc and Anatabloc Unflavored and its anatabine-based cosmetic product, Anatabloc Facial Creme.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Consumer goods stocks were underperformers in Tuesday's trading, up on the day by just 0.5% compared to S&P's 1.03 percent gain. Among the consumer goods stocks, shares of Star Scientific (NASDAQ: STSI) were down by more than 1 percent.

  • [By Bryan Murphy]

    A week and a half ago I posted a bullish - though condition - commentary on Star Scientific, Inc. (NASDAQ:STSI). Truth be told, I expected that potential bullishness to be unleashed a few days later. When it didn't unfurl, frankly, I started to forget about STSI. Fortunately I didn't completely put the stock on the shelf, because it finally formed that technical catalyst yesterday, and followed-through today.

    For those who caught my first look at STSI, you may recall that the big catalyst was the horizontal ceiling at $2.11. That was where the stock peaked in mid-July, and that's also where it was peaking on the same day I penned my prior bullish comments. Sure enough, Star Scientific shares peeled back from there later in the same day. The stock tested $2.11 again on the 9th, and once again peeled back. By the time we got that third test/failure cycle logged, however, it was clear something was changing... for the better.

  • [By Lisa Levin]

    Star Scientific (NASDAQ: STSI) shares reached a new 52-week low of $1.02 after the company received a warning letter from the FDA regarding consumer products.

  • [By Bryan Murphy]

    There's little doubt that merely suggesting it will enflame some traders, but truth is truth - Ku6 Media Co Ltd (NASDAQ:KUTV) is overbought and ripe for a pullback, soon. Anyone worried about not having a place to park those proceeds, however, need not fret. There's a brand new breakout finally underway that still has plenty of proverbial meat on the bone... Star Scientific, Inc. (NASDAQ:STSI), which just blasted past a key resistance line around $2.11 today. In so doing, it became free to rally without restraint.

Hot Forestry Stocks To Invest In 2015: Destiny Media Technologies Inc (DSNY)

Destiny Media Technologies, Inc. (Destiny), incorporated on August 24, 1998, develops and markets services that enable the secure distribution of digital media content over the Internet. Destiny services are based around security, watermarking and playerless streaming media technologies. The Company carries out its business operations through its wholly owned subsidiary, Destiny Software Productions Inc., MPE Distribution, Inc. and Sonox Digital Inc. The Company�� products include Clipstream Legacy, Clipstream Next Generation, Clipstream Cloud and Play MPE. MPE enables content to be owned the way a recipient might own a digital versatile disc (DVD) or compact disc (CD's). Clipstream enables content to be securely streamed for temporary viewing or listening, similar to television or radio. Clipstream recipients don�� need a player and sites don�� need a streaming server.

Clipstream Legacy

Clipstream powered videos are integrated into video questionnaires for use in market research surveys.

Videos can be secured to play only from authorized uniform resource locator�� and they actively block screenscraping programs that might try to download the video locally. In addition, videos are watermarked, so the source of unauthorized content can be identified.

Clipstream Next Generation

The introduction of new browsers supporting hypertext markup language 5 has created an opportunity where video can be decompressed and rendered directly by the browser. Streaming video encoded in this format can be hosted from any brand of Web server and it plays directly across desktops, laptops, smart phones, tablets, e-book readers, Internet enabled television�� and other devices, including future devices still under development.

Clipstream Cloud

The cloud is managed by servers at one or more Destiny controlled facilities. The actual location where the content is stored and hosted is open ended. The Company is partnered with Amazon's! cloud services to provide hosting services, but some or all of the content can be moved in the future to other providers, including Destiny's own facilities. The business model is usage based. Users purchase a monthly package through an automated credit card sale, which limits the amount of transfer they are allowed in a month.

Play MPE

Play MPE is a digital delivery service for securely moving broadcast quality audio, video, images, promotional information and other digital content securely through the Internet. The system is used by the recording industry for transferring pre-release broadcast quality music, radio shows, and music videos to trusted recipients such as radio stations, media reviewers, very important person (VIP's),, disc jockey��(DJ's), film and telivision personnel, sports stadiums and retailers. The system replaces the physical distribution (mail, courier or hand delivery) of Compact discs.

Advisors' Opinion:
  • [By Tom Bemis]

    Few major companies are reporting after Monday�� bell. Results are expected from Destiny Media Technologies (DSNY) �, Stanley Furniture Co. (STLY) � and Peregrine Pharmaceuticals. (PPHM) �.

Hot Forestry Stocks To Invest In 2015: Rubicon Technology Inc.(RBCN)

Rubicon Technology, Inc. develops, manufactures, and sells monocrystalline sapphire and other crystalline products for light-emitting diodes (LED), radio frequency integrated circuits (RFICs), blue laser diodes, optoelectronics, and other optical applications. The company fabricates its products from the boules and sells them in various categories, including core, as-cut, as-ground, and polished forms in two, three, four, six, and eight inch diameter wafers. It manufactures sapphire substrates and optical windows, including two inch to four inch sapphire cores and wafers for use in LEDs and blue laser diodes for solid state lighting and electronic applications; six-inch polished sapphire wafers that are used in the LED applications and in silicon-on-sapphire RFICs; and eight inch wafers for research and development efforts, as well as sells sapphire products used for windows and lenses in military, aerospace, sensor, and other applications. The company also offers opticall y-polished windows and ground window blanks of sapphire and various fluoride compounds, such as calcium, barium, and magnesium fluoride. Rubicon Technology, Inc. sells its products primarily to wafer polishing companies and semiconductor device manufacturers in Asia, North America, and Europe. The company was incorporated in 2001 and is headquartered in Bensenville, Illinois.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Tuesday, with Ku6 Media Co (NASDAQ: KUTV) leading advancers. Among leading tech stocks, gains came from Rubicon Technology (NASDAQ: RBCN), Bitauto Holdings (NYSE: BITA) and Sify Technologies (NASDAQ: SIFY).

  • [By MONEYMORNING.COM]

    Some of the top prospects include:

    Yelp, Inc. (NYSE: YELP): With a valuation of $5.46 billion, buying Yelp would be a stretch in the short term, although the second wave of Alibaba cash would make this doable. Rumors have floated for months that Yahoo would like to buy Yelp, and the two forged a partnership back in February. Yelp would bring user-generated content to Yahoo, something the company is known to want more of. Various ad tech companies: Yahoo has been struggling to increase its advertising revenue - its core business - and a smart acquisition in this space might make the difference. Two possibilities include Rubicon Technology Inc. (Nasdaq: RBCN), which has a market cap of $131 million, and Millennial Media, Inc. (NYSE: MM), which has a market cap of $207 million. But the best bet here is the French-based Criteo SA (Nasdaq: ADR: CRTO), which was rumored to be on Mayer's acquisition radar last year. Criteo has a market cap of $1.94 billion. Pinterest: The online scrapbooking social media website, where a loyal fan base shares images of things they like, has tons of commercial potential. And Pinterest is currently building a search platform that will make the site even more valuable. Pinterest has an estimated valuation of about $5 billion, but the reward in this case outweighs the risk. Quora: Like Yelp, Quora would provider user-generated content, but Quora does it in the form of questions and answers about virtually any topic. The company generates no revenue, but has plans to start monetizing its content next year. It has an estimated valuation of about $900 million. StockTwits: One of Yahoo's strengths is its news, and Yahoo Finance in particular. StockTwits, as its name suggests, consists of users commenting in real time on stocks in brief, Twitter-like text messages. Yahoo and StockTwits already are partners, with the site pulling its financial data from Yahoo Finance. The company is still relativ
  • [By Roberto Pedone]

    Rubicon Technology (RBCN), an electronic materials provider, develops, manufactures, and sells monocrystalline sapphire and other crystalline products for light-emitting diodes (LEDs), radio frequency integrated circuits (RFICs), blue laser diodes, optoelectronics, and other optical applications. This stock closed up 4% to $6.12 a share in Thursday's trading session.

    Thursday's Range: $5.85-$6.16
    52-Week Range: $5.52-$14.67
    Thursday's Volume: 322,000
    Three-Month Average Volume: 545,912

    From a technical perspective, RBCN ripped higher here with lighter-than-average volume. This stock recently gapped down sharply from close to $8 to $5.52 with monster downside volume. Following that move, shares of RBCN have started to bounce higher off that $5.52 low and it's quickly moving within range of triggering a major breakout trade. That trade will hit if RBCN manages to take out Thursday's intraday high of $6.16 to its gap-down-day high of $6.50 with high volume.

    Traders should now look for long-biased trades in RBCN as long as it's trending above Thursday's intraday low of $5.85 or above more near-term support at $5.70 and then once it sustains a move or close above those breakout levels with volume that hits near or above 545,912 shares. If that breakout hits soon, then RBCN will set up to re-fill some of its previous gap-down-day zone that started near $8.

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Tuesday, with Ku6 Media Co (NASDAQ: KUTV) leading advancers. Among leading tech stocks, gains came from Rubicon Technology (NASDAQ: RBCN), Bitauto Holdings (NYSE: BITA) and Sify Technologies (NASDAQ: SIFY). Utilities shares dropped by 0.11 percent in the US market today.

Hot Forestry Stocks To Invest In 2015: Aircastle Ltd (AYR)

Aircastle Limited (Aircastle), incorporated on October 29, 2004, is a global company that acquires, leases, and sells high-utility commercial jet aircraft to customers throughout the world. As of December 31, 2012, the Company's aircraft portfolio consisted of 159 aircraft that were leased to 69 lessees located in 36 countries. The Company manages its fleet through offices in the United States, Ireland and Singapore. The Company invests in aircraft that the Company places on operating or finances leases. The Company also makes investments in other aviation assets, including debt investments secured by commercial jet aircraft. The Company operates in single segment being Aircraft leases. The Company owned 133 passenger aircraft, representing approximately 71% of the net book value of flight equipment, while its 26 freighter aircraft account for 29% of its portfolio value. Effective July 12, 2013, Marubeni Corp acquired a 15.25% interest in the Company.

The Company leases its aircraft on an operating lease basis. Under an operating lease, the Company retains the benefit, and bear the risk, of re-leasing and of the residual values of the aircraft upon expiration or early termination of the lease. Under the Company's leases, the lessees agree to lease the aircraft for a fixed term, although certain of its operating leases allow the lessee the option to extend the lease for an additional term or, in rare cases, terminate the lease prior to its expiration. During the year ended December 31, 2012, the Company's three customers, Martinair , including its affiliates, KLM, Transavia and Transavia France, U.S. Airways, Inc., and Hainan Airlines Company, accounted for 9%, 6% and 6% of the Company�� revenues.

As of December 31, 2012, the Company had 19 aircraft having scheduled lease expirations in 2013 and the Company has lease or leases extension commitments for two of these aircraft. The remaining 17 aircraft with scheduled expiries in 2013. The Company entered into early termination! agreements for two Boeing Model 737-700 aircraft, one Airbus model A330-200 aircraft, one Boeing Model 767-300ER aircraft and one Airbus Model A319-100 aircraft, which the Company is marketing for sale or leases.

The Company competes with GE Commercial Aviation Services, International Lease Finance Corporation (ILFC), AerCap Holdings NV, Air Lease Corporation, Aviation Capital Group, CIT Aerospace, AWAS, SMBC Aviation Capital (formerly RBS Aviation Capital), BOC Aviation, FLY Leasing, Ltd., Avolon, Guggenheim Aviation Partners, Volito, Deucalion, Oak Hill Aviation and AerSale

Advisors' Opinion:
  • [By Roberto Pedone]

    One commercial leasing player that insiders are active in here is Aircastle (AYR), which acquires, leases and sells high-utility commercial jet aircraft to passenger and cargo airlines throughout the world. Insiders are buying this stock into notable strength, since shares are up sharply by 52% in 2013.

    Aircastle has a market cap of $1.5 billion and an enterprise value of $4.8 billion. This stock trades at a premium valuation, with a trailing price-to-earnings of 124.68. This is not a cash-rich company, since the total cash position on its balance sheet is $238.15 million and its total debt is $3.48 billion. This stock currently sports a dividend yield of 4.2%.

    A director just bought 30,000 shares, or about $563,000 worth of stock, at $18.79 per share.

    From a technical perspective, AYR is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last five months, with shares moving higher from its low of $15.84 to its recent high of $19.50 a share. During that uptrend, shares of AYR have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of AYR within range of triggering a big breakout trade.

    If you're bullish on AYR, then I would look for long-biased trades as long as this stock is trending above its 50-day at $18.67 or above more support near $18, and then once it breaks out above its 52-week high at $19.50 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average volume of 430,032 shares. If that breakout hits soon, then AYR will set up to enter new 52-week high territory, which is bullish technical price action. Some possible upside targets off that breakout are $25 to $30 a share.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Aircastle LTD (NYSE: AYR  ) , whose recent revenue and earnings are plotted below.

  • [By Vera Yuan]

    We initiated a new position in Aircastle Ltd. (AYR), an aircraft leasing company with a flexible business model and a rational capital allocation philosophy. We took advantage of an opportunity to purchase shares in the heavily capitalized Georgia bank State Bank Financial Corp. (STBZ) as the depressed stock price reflected investors��lack of patience with a slower than expected pace of capital deployment. We like State Bank�� management team led by Georgia banker Joe Evans. This management team has experience successfully building and selling other Georgia banks. We also received shares of transportation infrastructure company XPO Logistics, Inc. (XPO) as a result of its acquisition of holding Pacer International, Inc.

Hot Forestry Stocks To Invest In 2015: Cyan Inc (CYNI)

Cyan, Inc., incorporated on October 25, 2006, has carrier-grade networking solutions that transform legacy networks into open, high-performance networks. The Company�� solutions include high-capacity, multi-layer switching and transport platforms, as well as a carrier-grade software-defined networking platform and applications. The Company�� solutions enable network operators to virtualize their networks, accelerate service delivery. The Company has designed its solutions to provide a range of applications, including business Ethernet, Wireless and broadband support services and cloud connectivity. The Company also offer high-capacity, multi-layer switching and transport platforms, known as its Cyan Z-Series, that have been designed to support the multiple concurrent technologies used in regional and metro networks, including both Ethernet-based services, as well as optical services.

The Company�� Z-Series platforms have been designed to transport traffic over network layer, utilizing both electrical and optical domains, to enable network operators to maximize network capacity at the lowest cost per bit. The Company�� customers range from service providers to high-performance data center and large, private network operators.

Advisors' Opinion:
  • [By Lauren Pollock]

    Among the companies with shares expected to actively trade in Tuesday’s session are Cyan Inc.(CYNI), Neurocrine Biosciences Inc.(NBIX) and SandRidge Energy Inc.(SD)

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