DNO International (DTNOF.PK), an independent exploration and production company, has surged by 43% in 2013. The upside trend is not over for the stock with potential triggers for further upside over the next one year. This research presents the reasons for the bullish outlook and the stock's upside potential considering the best case and worst case scenario for the company. The scenario analysis concludes on a 25-42% upside in the given time horizon.
Company Overview
DNO International is an independent E&P company, geographically focused on the Middle East and North Africa with operations in Yemen, the Kurdistan region of Iraq, Tunisia, Oman, Ras Al Khaimah and Somaliland. The company's asset portfolio currently stands at 20 assets in six countries. For the year ended December 2012, DNO International has proven and probable reserves of 520.3 MMboe with 90% of the reserves in the Kurdistan region of Iraq. The company's reserves in Kurdistan come from the Tawke oil block, which is among the largest oil blocks in Kurdistan. DNO International has a 55% stake in the Tawke block with Genel Energy PLC (GEGYF.PK) holding a 25% stake. The remaining 20% stake is held by the Kurdistan Regional Government. For the first half of 2013, DNO International had a production rate of 33,917 boepd, which includes production from Kurdistan, Oman and Yemen.
Top 5 Internet Stocks To Invest In 2015: Petroleo Brasileiro Petrobras SA (PETR3)
Petroleo Brasileiro SA Petrobras (Petrobras) is a Brazil-based integrated oil and gas company. The Company divides its activities into seven segments: Exploration and Production; Refining, Transportation and Marketing; Gas and Power; Biofuel; Distribution and International. Directly or through its subsidiaries, Petrobras is engaged in the research, extraction, refining, processing, trade and transport of oil from wells, shale and other rocks, its derivatives, natural gas and other liquid hydrocarbons, as well as in activities related to energy, development, production, transport, distribution and commercialization of energy. The Company's offering comprises road transportation products such as Automotive Gasoline, Diesel Fuel, Natural Vehicular Gas, Lubrax; agriculture and cattle raising products such as Sunflower Meal, among others; Industrial products such as Solvents and Paraffins, among others. The Company provides its services both for individual and business clients. Advisors' Opinion:- [By Maria Levitov]
Brazil�� Ibovespa advanced amid speculation that a three-session slump for Brazil�� benchmark equity index was excessive. Usiminas, as Usinas de Minas Gerais is known, rose 7.5 percent, while oil company Petroleo Brasileiro SA (PETR3) contributed the most to the gauge�� advance.
- [By Julia Leite]
Brazil�� Ibovespa rose 1.2 percent, reversing a decline of as much as 0.9 percent, as Petroleo Brasileiro SA (PETR3), Brazil�� state-run crude producer, surged. The real added 1.5 percent.
Top 10 International Companies To Invest In Right Now: Laboratory Corporation of America Holdings(LH)
Laboratory Corporation of America Holdings operates as an independent clinical laboratory company in the United States. The company offers a range of testing services used by the medical profession in routine testing, patient diagnosis, and in the monitoring and treatment of disease, as well as specialty testing services. Its routine tests include blood chemistry analyses, urinalyses, blood cell counts, thyroid tests, Pap tests, HIV tests, microbiology cultures and procedures, and alcohol and other substance-abuse tests. The company?s specialty tests and related services comprise viral load measurements, genotyping and phenotyping, and host genetic factors for managing and treating HIV infections; cytogenetic, molecular cytogenetic, biochemical, and molecular genetic tests for diagnostic genetics; oncology tests for diagnosing and monitoring certain cancers and treatments; clinical trials testing for pharmaceutical companies, which conducts clinical research trials on diag nostic assays; forensic identity testing used in criminal proceedings and parentage evaluation services, as well as testing services in reconstruction cases; allergy testing; and occupational testing for the detection of drug and alcohol abuse. Its customers include independent physicians and physician groups, hospitals, managed care organizations, governmental agencies, employers, pharmaceutical companies, and other independent clinical laboratories. The company operates a network of 51 primary laboratories and approximately 1,700 patient service centers. In addition, it delivers a co-branded electronic health records Lite solution for physician practices. The company works with university, hospital, and academic institutions, such as Duke University, The Johns Hopkins University, the University of Minnesota, and Yale University to license and commercialize new diagnostic tests. Laboratory Corporation of America Holdings was founded in 1971 and is headquartered in Burlingto n, North Carolina.
Advisors' Opinion:- [By Monica Wolfe]
Over the past week Chris Davis (Trades, Portfolio) of Davis Selected Advisers added to his holdings in Laboratory Corporation of America (LH).� The guru upped his stake 21.11% by purchasing 1,666,957 shares of the company�� stock.� He bought these shares at an average price of $91.37 per share, and since then the price per share is up about 1% to $92.57 per share.
Top 10 International Companies To Invest In Right Now: iShares Residential Real Estate Capped ETF (REZ)
iShares FTSE NAREIT Residential Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the FTSE NAREIT Residential Index (the Index). The Index measures the performance of the residential real estate sector of the United States equity market.
The Fund will concentrate its investments in a particular industry or group of industries to approximately the same extent as the Index is so concentrated. A significant number of the real estate investment trusts (REITs) included in the Index may make direct investments in real estate. These REITs are referred to as equity REITs. Equity REITs invest primarily in real property and earn rental income from leasing those properties. The Fund invests in equity REITs that primarily have exposure to residential real estate. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Susan J. Aluise]
Riding the growth in multifamily homes, NYMT is up 13% this year. Because mREITs use leverage to invest in mortgage debt, they tend to be riskier than property-based REITs –�they’re more vulnerable to interest rate fluctuations. A rising rate environment is anathema to mREITs, and NYMT is no exception …�but I think the growth in the multifamily sector plus the hefty dividend will provide solid rewards for investors willing to stomach a little more risk.
REIT ETF:�FTSE NAREIT Residential Index Fund�(REZ)If you��e looking for exposure to the multifamily rental housing boom, but want to diversify beyond either single housing stocks or REITs, an ETF like FTSE NAREIT Residential Index Fund�(REZ)�might be just what you��e looking for.
Top 10 International Companies To Invest In Right Now: WisdomTree Japan Hedged Equity Fund (DXJ)
WisdomTree Japan Total Dividend Fund (The Fund) is a non-diversified fund. It seeks investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree Japan Dividend Index (The Index).
The Index is a fundamentally weighted Index that measures the performance of dividend-paying companies incorporated in Japan, listed on the Tokyo Stock Exchange and that meet other requirements necessary to be included in the WisdomTree DEFA Index. The Fund is managed by WisdomTree Asset Management, Inc.
Advisors' Opinion:- [By Jim Lowell]
First Trust US IPO is US-centric and a great complement to my more speculative pick, WisdomTree Japan Hedged Equity (DXJ), which is made up of dividend paying Japanese companies and an inbuilt hedge against Yen movements versus our almighty US dollar.
- [By KIPLINGER]
Investors seeking to cash in on the Japanese stock market face a Catch-22. The government is trying to goose the economy by, among other things, lowering the value of the yen, a move designed to make Japanese exporters more competitive (see Japan�� Rebound Is for Real). But a falling yen harms U.S. investors because money they have in Japanese securities translates back into fewer bucks. Enter WisdomTree Japan Hedged Equity (DXJ), an exchange-traded fund that invests in the stocks of dividend-paying Japanese firms that have a market value of at least $100 million.
- [By Will Ashworth]
Anyone who follows ETFs likely knows about WETF. That�� because its WisdomTree Japan Hedged Equity Fund (DXJ) gathered $9.5 billion in 2013, making it the second-most-popular fund next to the SPY. I recently gave it kudos for being one of the best funds in 2013 and although the DXJ is responsible for a considerable amount of WisdomTree�� growth in 2013, there are other reasons why I think this is one of the best asset managers anywhere.
- [By Dan Caplinger]
International investors have recently gotten a lot more interested in currency-hedged ETFs. But what are currency-hedged ETFs, and how can you decide whether they belong in your portfolio? (NYSEMKT: DXJ )
Top 10 International Companies To Invest In Right Now: Northland Power Inc (NPIFF.PK)
Northland Power Inc. (Northland) owns or has an economic interests, through its subsidiaries, in operating power-producing facilities and a pipeline of construction and development projects. Its operating assets consist of facilities, which produce electricity from natural gas and renewable sources. Its subsidiaries include Iroquois Falls Corp., which owns the Iroquois Falls Facility; Kingston LP, which owns the Kingston Facility; Thorold LP, which owns the Thorold Facility; Mont Miller LP; Jardin LP, which owns the Jardin wind farm; DK Windpark Kavelstorf GmbH & Co. KG and DK Burgerwindpark Eckolstadt GmbH & Co. KG, which own the German Wind Farms; Mont Louis LP, which owns the Mont Louis Wind Farm; Spy Hill LP, which owns the Spy Hill Facility, and North Battleford LP, which owns the North Battleford Facility. Northland owns a 19% interest in Panda Energy Corporation, which through its wholly owned subsidiaries owns the 230 mega-watts combined-cycle Panda-Brandywine facility. Advisors' Opinion:- [By Markus Aarnio]
Emera's competitors include Northland Power (NPIFF.PK), Fortis (FRTSF.PK), and Atlantic Power (AT). Northland Power has seen insider buying in August and has a dividend yield of 7.6%. Fortis has seen both insider buying and insider selling in August. Fortis has a dividend yield of 4.1%. Atlantic Power saw insider buying last time in April. Atlantic Power has a dividend yield of 9.4%.
Top 10 International Companies To Invest In Right Now: Schlumberger N.V.(SLB)
Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.
Advisors' Opinion:- [By Lee Jackson]
Schlumberger Ltd. (NYSE: SLB) is another mega cap oil field services stock to buy for 2014. Strong offshore drilling activity combined with a seasonal rebound in Western Canadian activity have driven Schlumberger’s recent growth. Going into 2014, Schlumberger sees five markets providing strong growth: Russia, Sub-Saharan Africa, the Middle East, China and Australia. Shareholders are paid a 1.4% dividend. The Deutsche Bank price target is $124, and the consensus is lower at $110. Schlumberger closed Monday at $89.17.
- [By Arjun Sreekumar]
Opportunities for oilfield services firms
Not surprisingly, Halliburton and other major energy companies view Chinese shale gas development as a significant opportunity for future growth. Many of them, including Baker Hughes (NYSE: BHI ) , ConocoPhillips (NYSE: COP ) , and Schlumberger (NYSE: SLB ) , have already developed strategic relationships with Chinese firms to better evaluate the nation's shale gas potential. - [By Arjun Sreekumar]
Not surprisingly, the industry's annual capital spending has more than tripled over the past decade, coming in at $550 billion in 2011, according to oil-field services firm Schlumberger (NYSE: SLB ) . Yet despite shelling out all that money, the industry as a whole has been unable to secure enough new reserves to offset production.
Top 10 International Companies To Invest In Right Now: Owens-Illinois Inc.(OI)
Owens-Illinois, Inc., through its subsidiaries, manufactures and sells glass container products primarily in Europe, North America, South America, and the Asia Pacific. The company produces glass containers for beer, ready-to-drink low alcohol refreshers, spirits, wine, food, tea, juice, and pharmaceuticals, as well as for soft drinks and other non-alcoholic beverages, including returnable/refillable glass containers. It serves brewers, wine vintners, distillers, and food producers. The company sells its products directly to customers under annual or multi-year supply agreements, as well as through distributors. Owens-Illinois, Inc. was founded in 1903 and is headquartered in Perrysburg, Ohio.
Advisors' Opinion:- [By Ben Eisen and Saumya Vaishampayan]
Owens Illinois Inc. (OI) �was down 2.1% Friday. Analysts at Bank of America Merrill Lynch reportedly downgraded the glass company to neutral from buy , according to the Analyst Ratings Network.
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