Asian stocks rose on speculation China will introduce measures to stimulate the economy after exports contracted by the most since 2009 as a stronger yen pulled down Japanese exporters.
Chow Tai Fook Jewellery Group Ltd. (1929), the world�� biggest jewelery chain had a record gain in Hong Kong after same-store sales jumped on gold demand. Aeon Co., Japan�� largest retailer, rose 1.4 percent in Tokyo after reporting a 9.8 percent increase in first-quarter operating profit. Fanuc Corp., a supplier of factory automation systems, slipped 1 percent, pacing losses among Japanese exporters.
The MSCI Asia Pacific Index added 0.9 percent to 132.54 as of 7:31 p.m. in Hong Kong, as the Bank of Japan begins a two-day policy meeting. All of the 10 industry groups on the gauge advanced, with about five shares falling for every four that rose. The gauge pared earlier gains of as much as 0.8 percent after Chinese exports unexpectedly fell in June.
�� don�� think China is a house of cards that�� about to fall, but it is something that needs to be focused on,��said Tim Schroeders at Pengana Capital. ��t�� a risk for investors in terms of how it�� managed from here on in. We expect more policy response and greater detail about how they are going to put their stamp on policy in the second half of this year. Growth is at lower levels than what we��e seen in the past 10 years.��
Top 10 Paper Companies To Watch In Right Now: Sanderson Farms Inc.(SAFM)
Sanderson Farms, Inc., an integrated poultry processing company, engages in the production, processing, marketing, and distribution of fresh, frozen, processed, and prepared chicken products. The company?s prepared chicken product line includes institutional and consumer packaged partially cooked or marinated chicken items. It sells ice pack, chill pack, bulk pack, and frozen chicken in whole, cut-up, and boneless form under the Sanderson Farms brand name. The company sells its products to retailers, distributors, and casual dining operators in the southeastern, southwestern, northeastern, and western United States, as well as to the United States based customers who resell frozen chicken into export markets. Sanderson Farms, Inc. was founded in 1947 and is headquartered in Laurel, Mississippi.
Advisors' Opinion:- [By Benjamin Shepherd]
As we kick off a long weekend to recognize the achievements of American workers, celebrating our nation�� 110th Labor Day, most of us will be spending the weekend over barbeques and lawn games. But while hamburgers, hot dogs and even steaks have traditionally been menu mainstays, this year we��l probably be eating a lot more chicken.
Severe drought conditions across much of the U.S. in 2012 caused feed prices to skyrocket, forcing many ranchers to sell off my cattle they otherwise would have that year. As a result beef herds are thinner than they have been in years, and the ongoing drought means the herds that are left aren�� growing fast enough to keep up with demand, causing beef prices to soar.
Pork isn�� much cheaper this year, either. A new pig illness, porcine epidemic diarrhea virus, began sweeping across farms last December, killing more than 7 million piglets in the past year. That�� caused pork prices to surge as well, and now pig farmers are getting paid more per pound of pork, just like the cattle ranchers.
Data from the Department of Agriculture (USDA) shows that pork and beef prices are up more than 11 percent over the past year. Prices are up 47 percent since 2009 as beef now fetches and average $5.56 per pound in grocery stores, a new record high. Chicken prices have remained relatively stable though, with USDA data showing that chicken is fetching only about $1.50 per pound.
Thanks to high beef and pork prices and the fact that Americans are trying to eat healthier, more chicken was eating in the US last year than any other meat. That�� the first time in more than a century that we ate more chicken than beef. That�� been a boon for Sanderson Farms (NSDQ: SAFM), the third-largest poultry producer in the US.
Fully integrated, producing, processing, marketing and distributing fresh and frozen chicken products, revenue at the company has grown an average 11.7 percent annually over the past three years. - [By Arturo Cuevas]
It looks like you and I will be eating more chicken this 2014. Retail beef prices remain at record highs, and we consumers will likely be driven more toward comparatively cheaper chicken meat in 2014. Given this trend, loading up on shares of Sanderson Farms (NASDAQ: SAFM ) , Pilgrim's Pride (NASDAQ: PPC ) , and�Tyson Foods (NYSE: TSN ) �should be worth considering.
- [By Geoff Gannon]
If you can choose between owning Sanderson Farms (SAFM) and McCormick (MKC) ��pick McCormick. Spice is just a better product than chicken. Well, ceramic proppant is a really, really good product. It�� the spice of the oil industry.
- [By Rich Duprey]
The four biggest chicken processors in the country are Tyson Foods (NYSE: TSN ) ,�JBS, Perdue, and�Sanderson Farms� (NASDAQ: SAFM ) , which slaughter 60% of all the chickens consumed in the country, and according to the National Chicken Council, the industry has invested tens of millions of dollars in technology and scientific processes to minimize any risks to the buying public. Indeed, every�factory-scale slaughterhouse has four USDA inspectors overseeing its kill lines.�
Best Japanese Stocks To Own Right Now: Amgen Inc.(AMGN)
Amgen Inc., a biotechnology medicines company, discovers, develops, manufactures, and markets human therapeutics based on advances in cellular and molecular biology for grievous illnesses primarily in the United States, Europe, and Canada. The company markets recombinant protein therapeutics in supportive cancer care, nephrology, and inflammation. Its principal products include Aranesp and EPOGEN erythropoietic-stimulating agents that stimulate the production of red blood cells; Neulasta and NEUPOGEN to stimulate the production of neutrophils, which is a type of white blood cell that helps the body to fight infections; and Enbrel, an inhibitor of tumor necrosis factor that plays a role in the body?s response to inflammatory diseases. The company also markets other products comprising Sensipar/Mimpara, a small molecule calcimimetic that lowers serum calcium levels; Vectibix, a monoclonal antibody that binds specifically to the epidermal growth factor receptor; and Nplate, a thrombopoietin (TPO) receptor agonist that mimics endogenous TPO, the primary driver of platelet production. In addition, it provides Denosumab, a human monoclonal antibody that targets RANKL, an essential regulator of osteoclasts. Further, the company offers product candidates in mid-to-late stage development in a variety of therapeutic areas, including oncology, hematology, inflammation, bone, nephrology, cardiovascular, and general medicine consisting of neurology. It markets its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies; consumers; and wholesale distributors of pharmaceutical products. The company has various collaborative arrangements with Pfizer Inc.; GlaxoSmithKline plc; Takeda Pharmaceutical Company Limited; Daiichi Sankyo Company, Limited; Array BioPharma Inc.; Kyowa Hakko Kirin Co. Ltd.; and Cytokinetics, Inc. Amgen Inc. was founded in 1980 and is headquartered in Thousand Oaks, California.
Advisors' Opinion:- [By Ben Levisohn]
Credit Suisse analyst�Ravi Mehrotra�and team raised Celgene to�Outperform from Neutral, putting it on par with Outperform rated Biogen Idec (BIIB) and�Gilead�(GILD) and a notch above Neutral-rated Amgen (AMGN).�
- [By Maxx Chatsko]
Amgen� (NASDAQ: AMGN ) �is pouring billions of dollars into biosimilar development in an attempt to capture lucrative markets enjoyed by several widely successful biologic drugs that are due to come off patent in the next several years. Ironically, the company knows how it feels to lose out to generic competition, with three successful biologics coming off patent in major markets. There are millions of dollars at stake, so investors need to watch both sides of the biosimilar equation. In the following video, Fool contributor Maxx Chatsko goes over the immediate generic threats facing Amgen's Aranesp, Epogen, and Neupogen.�
- [By Paul Ausick]
Stocks on the move: Onyx Pharmaceuticals Inc. (NASDAQ: ONXX) is up 5.6% at $123.52 after accepting a $10.4 billion buyout offer from Amgen Inc. (NASDAQ: AMGN). Chinese wealth management firm Noah Holdings Ltd. (NYSE: NOAH) is down 16.6% at $13.76 following an analyst downgrade on worries about the company�� recurring revenues.
- [By RichardCox]
Another selection to consider is the Market Vectors Biotech ETF (BBH). The fund has seen returns of a massive 55% since its inception and has a net expense ratio of 0.35%. This fund is centered on fewer stock selections (in contrast to the SPDR S&P Biotech ETF), so there is an enhanced potential for price volatility. Fund holdings include Gilead (GILD), Celgene and Amgen (AMGN), which make up more than 2/3 of the fund. This essentially means investors will sacrifice some of the diversification that can be found in choices like the SPDR S&P Biotech ETF, but many of the individual selections are well-positioned for gains for the remainder of the year.
Best Japanese Stocks To Own Right Now: Cooper Tire & Rubber Company(CTB)
Cooper Tire & Rubber Company, together with its subsidiaries, manufactures and markets replacement tires in North America and internationally. It operates in two segments, North American Tire Operations and International Tire Operations. The North American Tire Operations segment produces and distributes passenger car and light truck tires, as well as tires for racing, medium trucks, and motorcycles to independent tire dealers, wholesale distributors, regional and national retail tire chains, and other large automotive product retail chains. This segment sells its products through three own retail stores. The International Tire Operations segment manufactures and markets passenger car, light truck, motorcycle, light vehicle tires, radial and bias medium truck tires, and racing tires and tire retread material to markets worldwide. The company was founded in 1913 and is based in Findlay, Ohio.
Advisors' Opinion:- [By Dan Caplinger]
Finally, beyond the Dow, the end of earnings season and M&A activity continued to move stocks. Ulta Salon (NASDAQ: ULTA ) has soared 15.6% after it released favorable results, including same-store sales gains of 6.7% and a 23% increase in overall revenue. Somewhat weak guidance for the current quarter wasn't enough to slow the stock's advance. Meanwhile, Cooper Tire (NYSE: CTB ) launched 40% higher after getting a $35 per-share buyout bid from Indian company Apollo Tyres. If companies see value even as the stock market pauses or corrects, then further acquisition activity could well spur the market's bull run onward.
Best Japanese Stocks To Own Right Now: Gilat Satellite Networks Ltd.(GILT)
Gilat Satellite Networks Ltd. provides Internet Protocol (IP) based digital satellite communication and networking products and services worldwide. The company engages in the design, production, and marketing of very small aperture terminals (VSATs) and related VSAT network equipment, such as power amplifiers and low-profile antennas. Its VSAT products include SkyEdge and SkyEdge II products that deliver broadband connectivity, such as Internet, voice, data, and video services. The company also provides Spacenet managed network communications services through satellite networks and hybrid satellite terrestrial networks; and Wavestream solid state power amplifiers to system integrators that serve various defense and homeland security agencies. It also offers SkyAbis solution that provides cellular backhaul for rural communications; Connexstar networks that are standardized commercial grade satellite services; and StarBand satellite Internet services, which are geared for sm all office and residential users. In addition, the company provides various solutions, including project management, network design, deployment logistics, implementation and integration, operational services, and maintenance and support. It sells its products primarily to communication service providers and operators that use VSATs to serve enterprise, government, and residential users, as well as directly to end-users. Gilat Satellite Networks Ltd. was founded in 1987 and is headquartered in Petah Tikva, Israel.
Advisors' Opinion:- [By James Miller Phd]
The company has a current ratio of 13.05% which is higher than the one registered by Charter Communications Inc. (CHTR), Digital Globe Inc. (DGI), EchoStar Corp (SATS), Gilat Satellite Networks Ltd. (GILT) and Intelsat SA (I).
Best Japanese Stocks To Own Right Now: France Telecom S.A.(FTE)
France Telecom provides fixed telephony and mobile telecommunications, data transmission, Internet and multimedia, and other value-added services to consumers, businesses, and telecommunications operators. It also offers personal and home communication services, business network services, international carriers and shared services, and integration and outsourcing services for communication applications. The company operates in France, Spain, Poland, the United Kingdom, and internationally. France Telecom was founded in 1990 and is based in Paris, France.
Advisors' Opinion:- [By Sofia Horta e Costa]
Barclays Plc (BARC) fell to a one-month low as Sumitomo Mitsui Banking Corp. sold a stake in the lender. Fiat SpA lost 6.5 percent as Chrysler Group LLC went in for a vehicle recall. France Telecom SA (FTE) rose after its Orange Business Services unit won a five-year deal to deploy a private network for Heineken NV. Johnson Matthey Plc (JMAT) jumped to its highest price in at least 23 years after posting full-year profit that beat estimates.
Best Japanese Stocks To Own Right Now: SLM Corp (ISM)
SLM Corporation (Sallie Mae), incorporated on February 3, 1997, is a holding company. It operates in three business segments: Consumer Lending, Business Services and FFELP Loans. The fourth segment includes Other. The Company�� primary business is to originate, service and collect loans it makes to students and their families to finance the cost of their education. It uses Private Education Loans to mean education loans to students or their families that are non-federal loans and loans not insured or guaranteed under the previously existing Federal Family Education Loan Program (FFELP). It also provides servicing, loan default aversion and defaulted loan collection services for loans owned by other institutions, including the United States Department of Education (ED), as well as processing capabilities to educational institutions and 529 college-savings plan programs. It also operates a consumer savings network that provides financial rewards on everyday purchases to help families save for college. On May 7, 2013, Higher One Holdings, Inc. acquired Sallie Mae�� Campus Solutions business.
The Company is a holder, servicer and collector of loans made under the previously existing FFELP. The majority of its income continues to be derived, directly or indirectly, from its portfolio of FFELP Loans and servicing it provides for FFELP Loans.
Consumer Lending Segment
The Company originates, acquires, finances and services Private Education Loans. In this segment, the Company earns net interest income on the Private Education Loan portfolio, as well as servicing fees, consisting primarily of late fees. The Bank is also a key component of its Upromise Rewards and college-savings product businesses.
Business Services Segment
The Company�� Business Services segment generates the majority of its revenue from servicing its FFELP Loan portfolio and from performing servicing, default aversion and contingency collections work on behalf of Guaranto! rs of FFELP Loans and other institutions. During the year ended December 31, 2012, its FFELP-related revenues accounted for 76% of total Business Services segment revenues. Since 1997, the Company has provided collection services on defaulted student loans to ED. Upromise generates revenue by providing program management services for 529 college-savings plans with assets in 31 college-savings plans in 16 states, as of December 31, 2012. It also generates transaction fees through its Upromise consumer savings network; through December 31, 2012, members have earned rewards by purchasing products at hundreds of online retailers, booking travel, purchasing a home, dining out, buying gas and groceries, using the Upromise World MasterCard, or completing other qualified transactions. It earns a fee for the marketing and administrative services it provides to companies that participate in the Upromise savings network.
FFELP Loans Segment
The Company�� FFELP Loans segment consists of its FFELP Loan portfolio and the underlying debt and capital funding the loans. It seeks to acquire FFELP Loan portfolios.
Advisors' Opinion:- [By Holly LaFon]
Much like the first three months of the year, the second quarter served up a mixture of good and bad economic news. On April 3, the Institute of Supply Management (ISM) announced its nonmanufacturing index fell to 54.4, a seven month low. Higher taxes and federal budget cuts were purported to blame for the slowdown. Two days later on the first Friday of the month, the Labor Department released disappointing March employment numbers: Employers added only 88,000 new jobs, fewer than any month in the past year (though the number was later revised up to 142,000). The unemployment rate dropped to 7.6%, but only because an estimated almost half million people left the workforce in March. On a more encouraging note, housing starts in March rose 7.0% to an annual rate of 1,036,000 (later revised to 1,005,000) and new home sales climbed 1.5% (revised to 1.3%) to 417,000 annualized (revised to 451,000), the second highest jump in three years. Despite the mixed signals, the U.S. equity market, as measured by the S&P 500 Index, rose a modest 1.9% in April.
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