Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Xoom (NASDAQ: XOOM ) have rocketed higher today and are now sitting 15% above yesterday's close after obliterating analyst estimates with strong earnings.
So what: Wall Street was looking for revenue of $26.2 million and a loss of $0.07 per share. Xoom didn't settle for this -- its results, which showed 60% year-over-year revenue growth to $33.5 million and a stunning $0.14 in adjusted earnings per share, were far better. Third-quarter guidance was also slightly ahead of estimates, with a range of $27 million to $28 million in revenue coming up against the $26.7 million consensus, and a $0.02 to $0.07 loss per share against the $0.06 loss per share Wall Street had sought.
Top 5 Heal Care Companies For 2014: Prudential Bancorp Inc. of Pennsylvania(PBIP)
Prudential Bancorp, Inc. of Pennsylvania operates as the holding company for Prudential Savings Bank that provides various financial products and services in Pennsylvania. Its deposit products include interest-bearing and non-interest-bearing checking, money market, savings, and certificate of deposit accounts. The company?s loan portfolio comprises single-family residential mortgage loans, construction and land development loans, non-residential or commercial real estate mortgage loans, home equity loans and lines of credit, commercial business loans, and consumer loans. The company also provides securities and insurance products, as well as automated teller machine and online banking services. As of September 30, 2010, it operated a main office and six branch offices located in Philadelphia and Delaware Counties. The company was founded in 1886 and is headquartered in Philadelphia, Pennsylvania. Prudential Bancorp, Inc. of Pennsylvania is a subsidiary of Prudential Mutu al Holding Company.
Top 5 Heal Care Companies For 2014: Fenner(FENR.L)
Fenner PLC engages in the manufacture and distribution of conveyor belting and precision polymer products primarily in Europe, the Americas, the Asia Pacific, and Africa. It operates through two segments, Conveyor Belting and Advanced Engineered Products. The Conveyor Belting segment manufactures heavyweight ply, woven, PVC, and steel cord conveyor belting for mining, power generation, and industrial applications. This segment also installs, monitors, and services conveyor systems for its mining customers. The Advanced Engineered Products segment produces precision polymer products, which comprise precision drives for computer peripherals, copiers, and ATMs; power transmission and motion transfer components; silicone and complex hoses for heavy duty trucks, buses, and off-road vehicles; seals and sealing solutions for the fluid power and oil and gas industries; technical textiles for medical and industrial applications, and silicone based products for medical applications; rollers for digital image processing and medical diagnostics; and fluropolymer components for fluid and gas handling. The company?s principal markets include underground mining; hardrock mining; aggregates; power generation; grain; forestry; package handling; moving walkways; paper handling; computer peripherals; copiers; electrical/mechanical equipment; agricultural machinery; heating, ventilating, and air conditioning; diesel engines; pharmaceuticals; machine tools; mobile hydraulics; off-highway machines; mechanical handling; construction equipment; process industries; electronics, oil, gas, and aerospace; medical textiles; digital image transfer rollers; and technical fabrics. Fenner PLC was founded in 1861 and is based in Hessle, the United Kingdom.
Top 5 Performing Stocks For 2014: (CG)
The Carlyle Group is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led buyouts, divestitures, strategic minority equity investments, equity private placements, consolidations and buildups, leveraged finance, and venture and growth capital financings. The firm typically invests in agriculture, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, technology, real estate, financial services, transportation, business services, telecommunications, and media sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, consumer services, personal care products, direct marketing, and education. W ithin aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies , managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan Africa, Asia, Australia, Europe, Middle East, North America, and South America. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate! sector, the firm seeks to invest in Italy, the United Kingdom, and the United States with a target on Florida and Atlanta. It typically invests between $5 million and $50 million for venture investments and between $50 million and $1 billion for buyouts. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, Latin America, Asia, Africa, and Europe.
Advisors' Opinion:- [By Inyoung Hwang]
Credit Suisse (CSGN)�� Chen took a new look at publicly listed private-equity firms, including Apollo Global Management LLC, Blackstone Group LP (BX) and Carlyle Group LP. (CG) Investors are still struggling to properly value them, he says.
- [By GuruFocus] ref="http://www.gurufocus.com/StockBuy.php?GuruName=Tom+Gayner">Tom Gayner initiated holdings in Carlyle Group LP. His purchase prices were between $24.19 and $32.87, with an estimated average price of $29.56. The impact to his portfolio due to this purchase was 0.02%. His holdings were 20,000 shares as of 06/30/2013.
Sold Out: EOG Resources (EOG)
Tom Gayner sold out his holdings in EOG Resources. His sale prices were between $113.44 and $137.9, with an estimated average price of $128.22.
Sold Out: State Street Corp (STT)
Tom Gayner sold out his holdings in State Street Corp. His sale prices were between $56.51 and $67.44, with an estimated average price of $62.2.
Sold Out: Bunge Ltd (BG)
Tom Gayner sold out his holdings in Bunge Ltd. His sale prices were between $66.4 and $73.51, with an estimated average price of $70.39.
Added: UnitedHealth Group Inc (UNH)
Tom Gayner added to his holdings in UnitedHealth Group Inc by 45.25%. His purchase prices were between $58.54 and $66.09, with an estimated average price of $62.22. The impact to his portfolio due to this purchase was 0.4%. His holdings were 569,800 shares as of 06/30/2013.
Added: Liberty Media Corporation (LMCA)
Tom Gayner added to his holdings in Liberty Media Corporation by 102.38%. His purchase prices were between $108.75 and $130.01, with an estimated average price of $119.32. The impact to his portfolio due to this purchase was 0.2%. His holdings were 85,000 shares as of 06/30/2013.
Added: National Oilwell Varco, Inc. (NOV)
Tom Gayner added to his holdings in National Oilwell Varco, Inc. by 40.44%. His purchase prices were between $64.14 and $71.57, with an estimated average price of $68.35. The impact to his portfolio due to this purchase was 0.14%. His holdings were 191,000 shares as of 06/30/2013.
Added: Google, Inc. (GOOG)
Tom Gayner added to his holdings in Google, Inc. by 86%. His purchase prices were between $765.914
- [By Shauna O'Brien]
On Monday, asset management firm Carlyle Group LP (CG) announced that it has agreed to acquire a New Jersey based power plant from Energy Capital Partners.
Carlyle Group will acquire the Red Oak power generation plant, which is located in Sayreville, NJ. The Red Oak facility is a highly efficient 823-MW natural gas-fired combined-cycle power plant and operates under a long term power purchase agreement.
Separately, the firm has agreed to purchase five power plants in California. These five facilities account for 320 MW. The deal was made in conjunction with CG’s power affiliate Cogentrix.
Carlyle shares were mostly flat during pre-market trading Monday. The stock has been mostly flat YTD.
Top 5 Heal Care Companies For 2014: Psion(PON.L)
Psion plc, through its subsidiaries, provides enterprise mobile computing solutions, integration services, and product support and maintenance services worldwide. It offers hardware and software, professional services, and customer services and support. The company?s products include hand held computers; rugged vehicle mount computers; connectivity solutions comprising access points, network management products, emulators, and utilities; and companion products, such as printers, speech solutions, imagers and scanners, and tablet PCs. It also provides professional services, including assessment and consultation, infrastructure development, project management, and installation and deployment services. In addition, the company offers reconditioned and rental products, as well as repair services. It serves airport, automotive, cold chain, field service, public sector, passenger management, port and container yard, postal and courier, retail, and warehouse and distribution ind ustries. The company sells its products through a network of third party resellers, distributors, and system integrators, as well as through its direct sales force. The company was founded in 1967 and is headquartered in London, the United Kingdom.
Top 5 Heal Care Companies For 2014: Harris Interactive Inc. (HPOL)
Harris Interactive Inc. operates as a consultative market research company primarily in North America, Europe, Canada, the United Kingdom, France, and Germany. The company provides market research and polling services, which include ad-hoc and customized qualitative and quantitative research, service bureau research, and long-term tracking studies; and consultative solutions in areas, such as market assessment, product development, brand and communications, stakeholder relationships, reputation management, and youth and education. It also conducts market research projects for clients in automotive, transportation, travel, tourism, energy, professional services, consumer goods, restaurants, retail, financial services, healthcare, public affairs and policy, technology, media, and telecommunications industries. In addition, the company conducts custom research, including customer satisfaction surveys, market share studies, new product introduction studies, brand recognition s tudies, reputation studies, and ad concept testing; provides tracking study research comprising design, execution, and maintenance of custom and online tracking studies; and offers service bureau research, such as mixed-mode data collection, panel development, and syndicated and tracking research consultation services. Further, it provides multi-client research; and omnibus research consisting of online, telephone, and face-to-face solutions. Harris Interactive Inc. was founded in 1956 and is headquartered in Rochester, New York.
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