Tuesday, July 8, 2014

Top 5 Asian Companies To Own In Right Now

We are reiterating our Neutral recommendation on Western Union Co. (WU). We remain confident on the company�� long-term growth prospects; however, over the near term earnings will remain under pressure due to competitive, regulatory and macroeconomic headwinds. Why Reiterate? Western Union�� key business, Consumer-to-Consumer has been performing favorably for the past several years. We believe that this business segment will continue to be attractive as worldwide immigration is expected to continue to increase. Western Union is also aggressively positioning its Business Solutions segment in the rapidly growing cross-border payments market for small to medium-sized enterprises. Western Union is expanding internationally and is eyeing the emerging economies of China and India, where the remittance market is still under-penetrated. Another money transfer company, Moneygram International Inc. (MGI) also has an active presence in the Asian region.

Hot Industrial Disributor Companies To Own In Right Now: Federal Resources Investment Group Inc (FED)

Federal Resources Investment Group Inc.( FED) is a Philippines-based holding company engaged. The Company�� primary activities were to invest in, purchase, or otherwise dispose of real and personal property of every kind and description, including shares of stock, bonds, debentures, notes, evidences of indebtedness, and other securities or obligations of any corporation or corporations, association and associations, domestic or foreign. Prior to its change in primary purpose, the Company was previously engaged in the manufacture, marketing and distribution of various adhesives and sealants, contact cement, wood glues, epoxies, coating, and other specialty products, and other chemicals for hardware, construction, do-it-yourself and other applications. The Company�� operating segments include PVC Resins and Sealants, Coatings and adhesives. The Company is still in the process of winding up its manufacturing and trading operations and selling its remaining inventories. Advisors' Opinion:
  • [By Canadian Value]

    I think too many investors have failed to put those events and developments in the proper context. Rather, they have come to the conclusion that emerging markets are finished, particularly, they say, as the US Federal Reserve (Fed) is expected to turn off the money tap, depriving emerging markets of needed liquidity to protect their weakening currencies and pay their debts. For the time being, the Fed has decided to keep the tap flowing, removing one immediate investor fear. But I think there are also other reasons why investors who doubt the emerging markets��story need better context.

  • [By Canadian Value]

    In the US, we believe the key is whether the economic recovery will be self-sustaining in the absence of the excessively easy monetary policy that the US Federal Reserve (Fed) has been providing via its longstanding Treasury asset purchase program known as Quantitative Easing (QE). Can the Fed orchestrate a steady, manageable rise in interest rates? Will employment and wage growth gather strength and create a virtuous growth cycle without Fed support? And will corporate earnings continue to come through as anticipated by the steady expansion we have seen in valuation multiples? These are all unknowns, but will likely be important parts of the equation for the US market.

  • [By Canadian Value]

    Nearly all emerging markets took a hit this summer amid speculation the US Federal Reserve Bank (Fed) would soon begin ��apering��its prolonged asset purchase plan, which had pumped large amounts of liquidity into the markets globally. When you hear about this ��apering��of the Fed�� $85 billion monthly bond purchases, it�� important to understand the facts. Tapering isn�� the same as tightening. The Fed-fueled liquidity already pumped in is still working through the system. Additionally, Japan and other global central banks are printing money, adding to the pot.

Top 5 Asian Companies To Own In Right Now: Neustar Inc (NSR)

NeuStar, Inc., incorporated on December 8, 1998, is a provider of real-time information and analysis. The Company operates in three segments: carrier services, enterprise services and information services. The Company combines data sets to develop algorithms, models, point solutions and complete work flow solutions. The Company provides services, such as database services (telephone number databases, domain names, short-codes and fixed Internet protocol (IP) addresses), analytics platforms used for Internet security services, caller identification services, Web performance monitoring services and real-time information and analytics services. In October 2013, Neustar, Inc acquired Aggregate Knowledge, Inc.

Carrier Services

The Company�� carrier services include numbering services, order management services and IP services. Its numbering services enable the dynamic routing of calls and text messages. In particular, the Company provides near real-time updates to the North American telephone numbering system that is essential for the accurate routing of telephone calls and text messages. In addition, it also facilitates order management and work-flow processing among carriers, including telephone number inventory management, and allow carriers to manage and optimize the addressing and routing of IP communications. The numbering services the Company provides to its carrier customers using these databases include number portability administration center services (NPAC Services), in the United States and Canada and local number portability (LNP), services in Taiwan and Brazil, or international LNP solutions, and number inventory and allocation management. The Company�� order management services permit its carrier customers to exchange essential operating information with multiple carriers in order to provision and manage services. The Company provides these services through a single interface or on-premise installations. In addition, it offers inventory management services that! allow its carrier customers to manage their assigned telephone numbers and associated resources. The Company provides scalable IP services to global carriers and service providers that allow them to manage access for the routing of IP communications, such as multimedia messaging service. Its solutions also provide accurate and reliable routing of text messages and voice calls by identifying terminating service provider networks. In addition, it provides a solution for carriers to migrate from the public switched telephone network to IP Interconnect through mapping a phone number to an IP address for accurate and reliable routing to a carrier�� network.

Enterprise Services

The Company�� Enterprise Services include Internet infrastructure services and registry services. It provides Internet infrastructure services that its customers use in order to direct, prioritize and manage Internet traffic. In addition, enterprise customers rely on its services to optimize their Website performance, including protecting against malicious traffic. Enterprises use its infrastructure and its datasets to identify the location of their online customers for a variety of purposes, including fraud prevention and marketing. It also operates the authoritative common short codes registry on behalf of the United States wireless industry. The Company provides a suite of domain name systems (DNS) services to its enterprise customers built on a global directory platform. These services play a key role in directing and managing Internet traffic flow, resolving Internet queries, providing security protection against distributed denial of service attacks, providing geolocation services used to enhance fraud prevention and online marketing, and monitoring, testing and measuring the performance of Websites and networks. The Company operates the authoritative registries of Internet domain names for the .biz, .us, .co, .tel and .travel top-level domains. It also provides international registry gateways for! China�� s .cn and Taiwan�� .tw country-code top-level domains. All Internet communications routed to any of these domains must query a copy of its directory to ensure that the communication is routed to the appropriate destination. The Company also operates the authoritative common short codes registry on behalf of the United States wireless industry. In addition, it operates the user authentication and rights management system, which supports the UltraViolet digital content locker that consumers use to access their entertainment content.

Information Services

The Company�� Information Services include identification services, verification and analytics services, and local search and licensed data services. It utilizes databases and solutions to inform real-time decisions on customer initiated interactions over the telephone, Internet and at points of sale. Its services correlate attributes, such as demographic information, projected buying behaviors and location. Its business listings identity management services manage the placement of its customers��online local business listings on search engines, improving brand awareness and targeted advertising. The Company provides Caller ID services to carriers in the United States and real-time identification and location services to over 1,000 businesses in the United States across multiple industries. Its location service enables clients to match a 10-digit phone number to a latitude and longitude, and is used for a number of applications, including intelligent site planning, market scoring, and Web-based location lookup. In addition, it provides services that enable clients to remarket to non-converting prospects and to help identify whether an inbound inquiry is coming from an existing customer or a prospect. The Company provides lead verification services that allow clients to validate customer data, enhance leads and assign a lead quality rating to each lead to provide a client the ability to contact a customer. The Company provide! s an onli! ne local business listing identity management solution that serves local search platforms, national brands, authorized channel partners and local businesses. This service provides businesses and channel partners the essential tools to verify, enhance and manage the identity of local listings on local search platforms across the Web, and offers local search platforms an accurate, complete and up-to-date database of local business listings for online publishing.

The Company competes with Accenture plc, Computer Sciences Corporation, Hewlett-Packard Company, International Business Machines Corporation, Noblis, Inc., Nortel Networks Corporation, Pearson Education, Inc., Perot Systems Corporation, Telcordia Technologies, Inc., VeriSign, Inc., Afilias Limited, Oracle Corporation, Synchronoss Technologies, Inc., Syniverse Technologies, Inc., Akamai Technologies, Inc., F5 Networks, Inc., Keynote Systems, Inc., Compuware Corporation, TNS, Inc., eBureau, LLC, Acxiom, Nielsen Holdings N.V., DataLogix International Inc. and infoGROUP Inc.

Advisors' Opinion:
  • [By Rex Moore]

    You may not have heard of NeuStar (NYSE: NSR  ) , but the services it provides can affect you greatly. This $3 billion company is also handily beating the market as it shifts its focus to move deeper into the information and analytics industry.

  • [By Chris Mydlo]

    NeuStar Inc. (NSR) is trading at a low P/S ratio of 1.90, near its 10-year low of 1.87. The company provides technology and directory services to customer pursuant to various private commercial and government contracts worldwide. It is held by 10 gurus we follow.

  • [By Magic Diligence]

    Neustar (NSR) is a provider of a wide array of communications information services. Examining all of the different services Neustar provides is an article in itself, but let's try to order them in importance to the company from a standpoint of revenue.

  • [By Damian Illia]

    The company�� revenues come from the fees charged for operating different domain names. Most domain names��fees are charged as per agreement terms with ICANN; however, fees received for operating the .gov registry are based on the terms of agreement with the U.S. General Services Administration (GSA). As of September 2013, revenues of $125.9 million came from active domain names ending with .com and .net. Even though the company has presence all over the globe, the U.S. contributes 64.8% of revenues, while Europe, the Middle East and Africa (EMEA) contribute 15.5%, Australia, China, India and other Asia Pacific countries (APAC), 15.0%, and other countries such as Canada or Latin American countries, contribute 4.7%. Competition is increasing, especially with Latin script ccTLD registries and IDN ccTLD registries, as well as with other name service providers such as Neustar Inc. (NSR) or ARI Registry Services, and search engine providers such as Google Inc. (GOOG) Microsoft, Corp. (MSFT).

Top 5 Asian Companies To Own In Right Now: Orbitz Worldwide Inc.(OWW)

Orbitz Worldwide, Inc. operates as an online travel company worldwide. It enables leisure and business travelers to search for and book a range of travel products and services. The company offers various products and services comprising air travel, hotels, vacation packages, car rentals, cruises, travel insurance, as well as destination services, such as ground transportation, event tickets, and tours. Its brand portfolio includes Orbitz, CheapTickets, The Away Network, and Orbitz for Business in the United States; ebookers in Europe; and HotelClub and RatesToGo internationally. Orbitz Worldwide, Inc. also licenses its technology and business services to third parties, such as airlines and hotel partners and provides them various private label solutions, including building and hosting of custom Websites and supplying content feeds to partners' Websites. The company was founded in 2000 and is headquartered in Chicago, Illinois. Orbitz Worldwide, Inc. is a subsidiary of Trav elport Limited.

Advisors' Opinion:
  • [By Peter Graham]

    The Q1 2014 Tripadvisor Inc (NASDAQ: TRIP) earnings report is due after the market closes on Tuesday, May 6th, with investors and traders alike who follow either the stock or large cap Priceline Group Inc (NASDAQ: PCLN), mid cap Expedia Inc (NASDAQ: EXPE) and small caps Travelzoo Inc (NASDAQ: TZOO) and Orbitz Worldwide, Inc (NYSE: OWW) should be paying attention to it. Aside from the Tripadvisor Inc earnings report, it should be said that Travelzoo Inc released 1Q 2014 earnings on April 17th and Expedia Inc released earnings last Thursday while the Q1 2014 Orbitz Worldwide earnings report is due today before the market opens and the Priceline Group Inc earnings report is due out on Thursday, May 8, at 9:30AM EDT. However, Tripadvisor Inc is a little different from these other travel booking companies as its main focus is to provide travel advice or reviews written by real travelers (which obviously leads to travel bookings that they make money on).

Top 5 Asian Companies To Own In Right Now: Western Refining Logistics LP (WNRL)

Western Refining Logistics, LP, incorporated on July 17, 2013, owns, operates, develops, and acquires terminals, storage tanks, pipelines, and other logistics assets. As of December 31, 2012, the Company�� assets includes pipeline and gathering assets and terminalling, transportation, and storage assets in the Southwestern portion of the United States, which included approximately 300 miles of pipelines and approximately 7.9 million barrels of active storage capacity, as well as other assets. The Company's assets are integral to the operations of Western�� refineries located in El Paso, Texas, and near Gallup, New Mexico.

As of December 31, 2012, the Company owns and operates two refineries, in El Paso, Texas and Gallup, New Mexico, with a total crude oil throughput capacity of 153,000 barrels per day (bpd). The Company does not take ownership of the hydrocarbons or products (other than certain additives) that it handles or engages in the trading of any commodities.

Advisors' Opinion:
  • [By Aimee Duffy]

    It;s been a very robust year for master limited partnership IPOs to say the least. On Thursday, Western Refining (NYSE: WNR  ) successfully spun off its midstream logistics MLP, Western Refining Logistics (NYSE: WNRL  ) . The partnership became the 14th MLP to make its debut this year.

  • [By Robert Rapier]

    Western Refining Logistics (NYSE: WNRL) debuted on Oct. 10. The partnership was formed by Western Refining (NYSE: WNR) to own, operate, develop and acquire terminals, storage tanks, pipelines, and other logistics assets. WNRL’s assets include 300 miles of crude oil pipelines, gathering systems, and 566,000 barrels of crude oil storage located primarily in the Permian Basin. Most of its revenue is expected to be derived from two 10-year, fee-based agreements with Western Refining.

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