Amazon.com (NASDAQ: AMZN ) recently licensed 250 seasons of TV shows from Viacom (NASDAQ: VIA ) in an effort to beef up its streaming business and add more members to Prime. But Netflix (NASDAQ: NFLX ) has proven that it's extremely difficult to make money with streaming, and Amazon adds the cost of two-day shipping as well.�
Fool contributor Travis Hoium thinks this just adds to Amazon's challenges and that margins won't see any improvement in the near term.�
For another perspective, The Motley Fool's premium report on Amazon will tell you what's driving the company's growth, and fill you in on reasons to buy and reasons to sell Amazon. The report also has you covered with a full year of free analyst updates to keep you informed as the company's story changes, so click here now to read more.
Hot Communications Equipment Companies To Watch In Right Now: Union Pacific Corporation(UNP)
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, provides rail transportation services in North America. It has approximately 31,953 route miles linking Pacific Coast and Gulf Coast ports with the Midwest and eastern United States gateways, and provides several corridors to Mexican gateways. The company offers freight transportation services for agricultural products, including whole grains and related commodities, food, beverage products, corn for ethanol products and its by-products, animal feeds, fruits and vegetables, frozen meat, and poultry products; and automotive products, such as imported and finished vehicles, and automotive parts and materials. It also provides transportation services for chemicals, such as industrial chemicals, plastics, and liquid petroleum products; energy products comprising coal and coke; industrial products, including lumber products, paper and consumer goods, furniture and appliances, and nonferrous and i ndustrial minerals, as well as steel and construction products, such as rock, cement, and roofing materials; and intermodal containers. Union Pacific Corporation was founded in 1862 and is based in Omaha, Nebraska.
Advisors' Opinion:- [By Lisa Levin]
Union Pacific (NYSE: UNP) shares gained 3.32% to touch a new 52-week high of $174.10 after the company reported a gain in its fourth-quarter profit.
- [By Chuck Saletta]
The news isn't always good
Of course, not every stock gained, and the biggest loss in the IPIG portfolio for the week goes to the two-stock railroad combo of CSX (NYSE: CSX ) and Union Pacific (NYSE: UNP ) . Both reported solid earnings that propelled their shares to gains for the prior week's IPIG review. Still, lousy earnings numbers this week from a competitor on weak coal shipments served as a reminder of how dependent railroads are on that single commodity. That news was enough to drive the IPIG's railroads down on the week.
Top Shipping Stocks To Watch Right Now: Biota Pharmaceuticals Inc (BOTA)
Biota Pharmaceuticals, Inc., formerly Nabi Biopharmaceuticals, incorporated on March 14, 1969, is an anti-infective drug development company, with key expertise in respiratory diseases, particularly influenza. Biota developed the neuraminidase inhibitor, zanamivir, subsequently marketed by GlaxoSmithKline as Relenza. The Company�� researches include a series of candidate drugs aimed at treatment of respiratory syncytial virus (RSV) disease and Hepatitis C (HCV) virus infections. In addition, Biota and Daiichi Sankyo co-own a range of second generation influenza anti-virals, of which the lead product lnavir, is approved for marketing in Japan.
The Company�� products include Zanamivir, Inavi, Phoslyra, BioStar OIA FLU and BioStar OIA FLU A/B. Zanamivir is a neuraminidase inhibitor for the treatment and prophylaxis of influenza marketed as Relenza by GlaxoSmithKline. Inavi (laninamivir) is a neuraminidase inhibitor marketed by Daiichi Sankyo in Japan. Phoslyra is a phosphate binder indicated to reduce serum phosphorus in patients with end stage renal disease (ESRD). BioStar OIA FLU and BioStar OIA FLU A/B are influenza diagnostic tests, which are marketed by Inverness Medical as part of their BioStar product range.
Relenza is delivered directly to the primary site of infection on the lungs, using a Disk Inhaler device. Relenza is approved in over 50 countries for the treatment of influenza, including in the United States, the European Union, Japan and Australia. Relenza is also approved for use as a preventative (prophylactic) treatment against influenza. Inavir is approved for sale in Japan for the treatment of influenza in adults and children. Daiichi Sankyo has applied to sell Inavir in Japan for the prevention of influenza.
PhosLo and Phoslyra are different dose forms of calcium acetate; a phosphate binder approved in multiple countries for the control of hyperphosphatemia (high serum phosphate) in patients with end stage renal disease (ESRD). PhosLo and Pho! slyra were sold to Fresnius Medical Care. Biota, together with its Japanese based partner, Daiichi Sankyo, have developed an inhaled antiviral compounds for influenza, called long acting inhaled neuraminidase inhibitors (LANI). Biota's human rhinovirus (HRV) drug for the prevention and treatment of the causes of the common cold, BTA798, has completed Phase I, Phase IIa and Phase IIb clinical trials.
Advisors' Opinion:- [By gurujx]
Biota Pharmaceuticals Inc (BOTA) Reached the 3-year Low of $2.42
The prices of Biota Pharmaceuticals Inc (BOTA) shares have declined to close to the 3-year low of $2.42, which is 93.3% off the 3-year high of $34.92.
Top Shipping Stocks To Watch Right Now: Cinedigm Digital Cinema Corp(CIDM)
Cinedigm Digital Cinema Corp. provides technology solutions, financial advice and guidance, and software services to content owners and distributors, and movie exhibitors in the United States. The company engages in the ownership and licensing of digital systems to theatrical exhibitors; and provides monitoring, billing, collection, verification, and other management services to the company?s Phase I Deployment and Phase II Deployment, as well as to exhibitors, who purchase their own equipment. It also develops and licenses software to the theatrical distribution and exhibition industries; and provides applications service provider service, and software enhancements and consulting services. In addition, the company distributes movie features, trailers, and other alternative content to movie theaters and other venues with digital cinema equipment through satellite, hard drives, and broadband; and provides non-theatrical satellite based distribution of content into various out of home networks and other channels. Further, it provides content marketing and distribution services to alternative and theatrical content owners, and theatrical exhibitors, as well as offers in-theatre advertising services. The company was formerly known as Access Integrated Technologies, Inc. and changed its name to Cinedigm Digital Cinema Corp. in October 2009. Cinedigm Digital Cinema Corp. was founded in 2000 and is headquartered in Morristown, New Jersey.
Advisors' Opinion:- [By Wallace Witkowski]
Cinedigm Corp. (CIDM) �retreated 10% to $2.84 on light volume after the media-content distributor said it was launching an unspecified secondary offering of its Class A shares.
- [By Monica Gerson]
Cinedigm (NASDAQ: CIDM) slipped 14.87% to $2.69 after the company announced a proposed public offering of common stock.
Walter Energy (NYSE: WLT) shares tumbled 12.98% to $7.91 after the company priced $200 million of 9.5% Senior Secured Notes and $350 million of Senior Secured Second Lien PIK Toggle Notes.
Top Shipping Stocks To Watch Right Now: Mechanical Technology Inc (MKTY)
Mechanical Technology, Incorporated (MTI), incorporated on October 4, 1961, operates in two segments: the Test and Measurement Instrumentation segment, which is conducted through MTI Instruments, Inc. (MTI Instruments), a wholly-owned subsidiary, and the New Energy segment, which is conducted through MTI MicroFuel Cells, Inc. (MTI Micro), a variable interest entity (VIE) as of December 31, 2011. MTI Instruments is a worldwide supplier of precision non-contact physical measurement solutions, portable balance equipment and wafer inspection tools. MTI Micro is developing Mobion, a handheld energy-generating device. Mobion handheld generators are based on direct methanol fuel cell (DMFC) technology. As of December 31, 2011, the Company owned approximately 47.6% of MTI Micro's interest.
The Test and Measurement Instrumentation Segment
MTI Instruments is a worldwide supplier of precision non-contact physical measurement solutions, portable balance equipment and wafer inspection tools. MTI Instrument's products use a range of technologies to solve applications in numerous industries including manufacturing, semiconductor, solar, commercial and military aviation, automotive and data storage. The Company's test and measurement segment has three product groups: Precision Instruments, Semiconductor and Solar Metrology Systems, and Aviation Balancing Systems. The Company's products consist of electronic, computerized gauging instruments for position, displacement and vibration applications for the design, manufacturing/production and test and research markets; metrology tools for wafer characterization of semiconductor and solar wafers; tensile stage systems for materials testing in research and industrial settings; and engine balancing and vibration analysis systems for both military and commercial aircraft.
The Precision Instruments group employs capacitance, laser and fiber optic technologies to make nano-accurate measurements. These advanced sensing and physical measur! ement technologies are used to produce products that range from basic sensors to complete, fully integrated measurement systems, and are available as single sensors for integration into existing data acquisition systems or as complete system level solutions that can be further integrated into a facility wide communication backbone. MTI Instruments' Precision Instruments product offerings & technologies include Accumeasure Family, Microtrak Family, Microtrak II Series, Microtrak Pro-2D, MTI-2100 Fotonic Sensor Series, MTI Tensile Stages, Semiconductor and Solar Metrology Systems, Aviation Balancing Systems, PBS-4100+ /4100R+ Portable Balancing System, TSC-4800A Tachometer Signal Conditioner, and 1510A Calibrator.
The Accumeasure family of products is designed to address the needs of product developers, process engineers, researchers, designers, and others who need measurements. MTI Instrument's Microtrak family of laser triangulation sensors offers displacement, position and vibration measurements. The Microtrak II comes with an interface controller that provides a digital display of the target position, alarm set points and connections for analog and RS-485 outputs. The Microtrak II Stand-Alone Laser Head also uses complementary metal oxide semiconductors with charged coupled device (CMOS - CCD) detection technology. During the year ended December 31, 2011, MTII launched its Microtrak PRO-2D laser triangulation scanners, which provides profile, displacement and dimensional information in real time.
The MTI-2100 features fiber-optic and electronic technologies for precise measurements of displacement, position and vibration. MTI Instruments' miniature tensile, compression and bend testing machines are designed for use in scanning electron microscopes, atomic force microscopes, and light microscopes. The Company's family of wafer metrology systems includes manual and semi-automated systems. The Semiconductor and Solar Metrology Systems include Proforma 200SA/300SA, Proforma 300 a! nd PV-100! 0. The Proforma 300 is a manual tool. The PV-1000 is incorporated into solar cell production lines to help manufacturers determine quality control issues. The computer-based portable balancing systems (PBS) products collect and record aircraft engine vibration data, identify vibration or balance trouble in an engine, and calculate a solution to the problem.
The portable PBS-4100+ detects if an engine has a vibration problem or a trim balance problem and provides a solution, resulting in reduced engine vibration, longer engine life, and lower fuel costs. The PBS-4100R+ rack mounted system offers the same features and functions as the portable PBS-4100+ with added data channels, speed input channels, direct current (DC) outputs and diagnostic options. TSC-4800A Tachometer Signal Conditioner is targeted for operators of Engine Test cells, where accurate and reliable conditioning of speed signals is essential. The TSC-4800A features multiple output circuits that provide more than 10 different signals types for the monitoring devices. The PBS family of products includes a 1510A calibrator - a product that automatically performs a calibration check of the PBS unit which otherwise would take hours.
The New Energy Segment
MTI Micro has been developing an off-the-grid power solution for various portable electronic devices to address this power gap. The Company's DMFC technology platform, called Mobion, converts methanol fuel to usable electricity. The Company's fuel cell power solution consists of two components integrated into a manufactured device: the direct methanol fuel cell power engine, which the Company refers to as its Mobion Chip, and methanol fuel cartridges. MTI Micro is focusing the development of an external power charger product as a standalone device that uses a universal serial bus (USB) interface as a power output connector that can be used to recharge handheld mobile devices. A fuel cell is an electrochemical energy conversion device, which is similar t! o a batte! ry that produces electricity from a liquid or gaseous fuel, such as methanol, and an oxidant, such as oxygen.
The Company competes with KLA-Tencor, Sigma Tech Corporation, E+H Eichhorn+Hausmann GmbH, Chadwick-Helmuth Company, Inc., ACES Systems, Micro-Epsilon, and Keyence Corporation.
Advisors' Opinion:- [By John Udovich]
Meanwhile, Plug Power Inc was formed in 1997 as a joint venture of Michigan utility owner DTE Energy Co (NYSE: DTE) and Mechanical Technology Inc (OTCMKTS: MKTY) to develop fuel-cell systems to power homes and small businesses. Plug Power Inc says it has�revolutionized the material handling industry with cost-effective power solutions that increase productivity, lower operating costs and reduce carbon footprints as�it manufactures a full suite of products designed to fit seamlessly into the existing battery compartment of all major OEM material handling equipment. The company also says that�its GenDrive fuel cell is a superior alternative to lead-acid batteries for electric lift trucks in the $20 billion�global material handling market.
- [By John Udovich]
Small cap Plug Power Inc was formed in 1997 as a joint venture between Michigan utility owner DTE Energy Co (NYSE: DTE) and Mechanical Technology Inc (OTCMKTS: MKTY) to develop fuel-cell systems to power homes and small businesses. Plug Power Inc says it has�revolutionized the material handling industry with cost-effective power solutions that increase productivity, lower operating costs and reduce carbon footprints as�it manufactures a full suite of products designed to fit seamlessly into the existing battery compartment of all major OEM material handling equipment. In addition, the company says its GenDrive fuel cell is a superior alternative to lead-acid batteries for electric lift trucks in the $20 billion�global material handling market.
Top Shipping Stocks To Watch Right Now: Consolidated Graphics Inc. (CGX)
Consolidated Graphics, Inc., together with its subsidiaries, provides general commercial printing and print-related services in the United States and internationally. The company�s services include traditional print services, such as electronic prepress, digital and offset printing, finishing, and storage and delivery of custom manufactured printed documents; and fulfillment and mailing services for such printed materials. It also offers technology solutions that enable its customers to procure and manage printed materials and/or design, procure, distribute, track, and analyze results of printing-based marketing programs and activities; and multi-media capabilities, which allow customers to supplement the message of their printed materials through other media, such as the Internet, email, or text messaging. The company prints multi-color marketing materials, product and capability brochures, point-of-purchase displays, packaging, direct mail pieces, shareholder communicat ions, trading cards, calendars, and photo books, as well as customized materials for the financial services, insurance, healthcare, and other industries. In addition, it offers e-commerce software solutions and other print-related services. The company�s customers include national and local corporations operating in a range of industries, as well as advertising agencies, graphic design firms, catalog retailers, direct mail marketers, state and local governments and quasi-governmental agencies, educational institutions, not-for-profit associations, and political campaign organizations. Consolidated Graphics, Inc. was founded in 1985 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Monica Gerson]
Breaking news
Starwood Hotels & Resorts Worldwide (NYSE: HOT) reported a gain in its third-quarter core earnings and lifted its full-year earnings forecast. To read the full news, click here. Procera Networks (NASDAQ: PKT) and Skyfire, a fully-owned subsidiary of Opera Software, today announced a joint solution and partnership to tackle the rapid growth of video traffic on global mobile networks, based on an open, scalable ICAP architecture. To read the full news, click here. R. R. Donnelley & Sons Company (NASDAQ: RRD) and Consolidated Graphics (NYSE: CGX) jointly announced today that they have signed a definitive agreement by which RR Donnelley will acquire Consolidated Graphics, a provider of digital and commercial printing, fulfillment services, print management and proprietary Internet-based technology solutions. To read the full news, click here. Dunkin' Brands Group (NASDAQ: DNKN) reported a 36% rise in its third-quarter income. To read the full news, click here.Posted-In: Jobless Claims JP Morgan US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets
- [By Seth Jayson]
Consolidated Graphics (NYSE: CGX ) reported earnings on May 15. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q4), Consolidated Graphics met expectations on revenues and crushed expectations on earnings per share.
Top Shipping Stocks To Watch Right Now: Photronics Inc.(PLAB)
Photronics, Inc. engages in the manufacture and sale of photomasks primarily in the United States, Europe, and Asia. Photomasks are high precision photographic quartz plates containing microscopic images of electronic circuits, which are used in the manufacture of semiconductors and flat panel displays; and used as masters to transfer circuit patterns onto semiconductor wafers and flat panel substrates during the fabrication of integrated circuits, various flat panel displays, and other types of electrical and optical components. The company sells its photomasks to semiconductor designers, manufacturers, foundries, and other high performance electronics manufacturers through its sales personnel and customer service representatives. Photronics, Inc. was founded in 1969 and is headquartered in Brookfield, Connecticut.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of Photronics (NASDAQ: PLAB ) have gotten crushed today, down by as much as 11% after the company reported earnings.
So what: Revenue in the fiscal second quarter totaled $106.7 million, down 9% from a year ago and below the $108.5 million consensus estimate. That also led to a bottom-line miss, with Photronics posting earnings per share of $0.08, near the lower end of guidance and also shy of the $0.09-per-share profit that investors were expecting.
- [By Ben Axler]
In the table below, we've listed a sample of small-cap semiconductor capital equipment stocks such as Entegris (ENTG), Advanced Energy Industries (AEIS), ATMI Inc. (ATMI), MKS Instruments (MKSI), Photronics Inc. (PLAB), Rudolph Technologies (RTEC),FormFactor (FORM) and Mattson Technology (MTSN). The peers trade at approximately 1.0x and 15.5x 2014E revenues and EPS, respectively. Furthermore, the average peer trades at 2.1x tangible book value. However, these multiples are based on average 2014E industry revenue and earnings growth of 18% and 119%, respectively. Axcelis is poised to grow at a rate substantially above the industry average.
- [By Roberto Pedone]
My first earnings short-squeeze trade idea is photomasks maker Photronics (PLAB), which is set to release numbers on Tuesday after the market close. Wall Street analysts, on average, expect Photronics to report revenue of $106.05 million on earnings of 8 cents per share.
About a month ago, Needham downgraded shares of Photronics to hold from buy following the company's negative preannouncement. Needham anticipates that Photronics will face some near-term challenges and may not generate EPS over 80 cents per share until fiscal year 2015.
The current short interest as a percentage of the float Photronics is pretty high at 11.9%. That means that out of the 59.69 million shares in the tradable float, 7.38 million shares are sold short by the bears. This is a high short interest on a stock with a relatively low float. Any bullish earnings news could easily spark a large short-squeeze for shares of PLAB post-earnings.
From a technical perspective, PLAB is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending over the last three months and change, with shares moving higher from its low of $7.03 to its recent high of $8.89 a share. During that uptrend, shares of PLAB have been making mostly higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of PLAB within range of triggering a near-term breakout trade post-earnings.
If you're bullish on PLAB, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $8.74 to its 52-week high at $8.89 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 212,683 shares. If that breakout hits, then PLAB will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move a
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