All is well in the Magic Kingdom as�Disney’s�(NYSE:DIS) stock has surged since the beginning of the year��p almost 27 percent in the last six months. The mass media corporation reported impressive second quarter earnings back in May, with CEO Bob Iger citing ��he strength of [Disney��] brands and the value of high-quality creative content��as the main catalysts for long-term growth. As we enter into the second half of 2013, will Disney continue to beat the market or is its ��agical��ride over? Let�� use our CHEAT SHEET investment framework to decide whether Disney is an OUTPERFORM, WAIT AND SEE, or STAY AWAY.
C = Catalysts for the Stock’s Movement2012 was a year Disney’s studio entertainment division likely wishes to forget.�John Carter�was arguably the biggest flop in company history; however, operating income from the company’s third-largest division grew from $84 million in the red to $118 million in Q2 year-over-year — an increase of $202 million. Barring anymore tragedies like�John Carter,�the future looks bright for Disney’s studio entertainment division. First, Iron Man 3 has just surpased the $1 billion earnings mark, from which Disney should continue to enjoy revenues for the next couple quarters. Second, 2015 will be a huge year for Disney at the box office. Disney recently acquired Marvel and Lucasfilm, and thus, acquired the rights to the wildly popular�Star Wars�and�Avengers�films. With the expected releases of Star Wars 7�and�Avengers 2, as well as a�Finding Nemo�sequel in the works, Disney could see revenues of more than $2 billion from movies alone in 2015.
Top Beverage Companies To Invest In 2015: Alnylam Pharmaceuticals Inc.(ALNY)
Alnylam Pharmaceuticals, Inc., a biopharmaceutical company, engages in discovering, developing, and commercializing novel therapeutics based on RNA interference (RNAi). Its core product programs under clinical or pre-clinical development include ALN-TTR, a Phase I clinical trial program for the treatment of transthyretin-mediated amyloidosis; ALN-APC, a Phase I clinical trial program for the treatment of hemophilia; ALN-PCS for the treatment of severe hypercholesterolemia; ALN-HPN, a pre-clinical development for the treatment of refractory anemia; and ALN-TMP, a pre-clinical development for the treatment of hemoglobinopathies, including beta-thalassemia and sickle cell anemia. The company?s partner-based programs comprise ALN-RSV01, a Phase II clinical trial program for the treatment of respiratory syncytial virus infection; ALN-VSP, a Phase I clinical trial completed program for the treatment of liver cancers; and ALN-HTT, a pre-clinical development for the treatment of Huntington?s disease. It has strategic alliances with Novartis Pharma AG; F. Hoffmann-La Roche Ltd; Takeda Pharmaceutical Company Limited; Isis Pharmaceuticals, Inc.; Medtronic Inc.; Kyowa Hakko Kirin Co., Ltd.; and Cubist Pharmaceuticals, Inc. The company was founded in 2002 and is headquartered in Cambridge, Massachusetts.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading UP
Shares of Alnylam Pharmaceuticals (NASDAQ: ALNY) got a boost, shooting up 53.25 percent to $101.47 after the company reported that it has acquired investigational RNAi Therapeutic assets from Merck (NYSE: MRK). Genzyme and Alnylam expanded their collaboration on rare genetic diseases. - [By Dan Carroll]
Biotech's known for volatility, and one of this year's biggest booms suffered a hit on that end this week. Alnylam Pharmaceuticals (NASDAQ: ALNY ) , which has seen shares explode for gains of more than 142% year to date in 2013, lost more than 11% this past week to rank as one of biotech's biggest busts over the last five days.
- [By Ben Levisohn]
Markey rates the stock a Buy with an $11 price target. Shares of MannKind have jumped 14% to $7.85 today. The SPDR Biotech ETF (XBI) has gained 0.7% to $119.85 today, while Alnylam Pharmaceuticals (ALNY) has gained 1% to $49.05, NPS Pharmaceuticals (NPSP) has fallen 4.1% to $23.56, and InterMune (ITMN) has risen 2.6% to $14.89.
- [By Sean Williams]
What: Shares of Alnylam Pharmaceuticals (NASDAQ: ALNY ) , a biopharmaceutical company developing treatments based on RNA interference, vaulted 19% higher after the company announced positive top-line data for ALN-TTRsc.
Hot Quality Stocks To Watch For 2014: Stevia First Corp (STVF)
Stevia First Corp. , formerly Legend Mining Inc., incorporated on June 29, 2007, is a development-stage company. It is an agricultural biotechnology company. The Company is engaged in the cultivation and harvest of stevia leaf and the development of stevia products. As of March 31, 2012, the Company had not generated any revenues.
The Company focuses on the process of stevia production from plant breeding through propagation, planting, cultivation, and harvesting, and developing, marketing, and selling stevia products. It also focuses on developing operations that will include stevia tissue culture, laboratory propagation, farming, and cultivation of stevia leaf. Stevia, is a plant from the chrysanthemum family. Stevia is a sweetener in its raw, unprocessed form. The small green plant�� leaves have a taste that can be 30 times sweeter than sugar.
The Company competes with Cargill, Incorporated, PureCircle, Blue California, Corn Products International, GLG Life Tech Corp., McNeil Nutritionals, LLC, Sunwin USA, L.L.C., Sweet Green Fields L.L.C., Whole Earth Sweetener Co. L.L.C., Wisdom Natural Brands and &W Seed Company.
Advisors' Opinion:- [By Glenwoods]
Cargill and Evolva are not the only companies developing stevia via a fermentation-based process. Stevia First Corp. (OTCMKTS:STVF), an early-stage agribusiness based in California's Central Valley, with its sights on being the first vertically integrated stevia company, has been developing its own stevia microbial fermentation-based process (through a license by Vineland Research and Innovation Centre of Canada).� Recently the company announced its "Beyond Reb A" research program, aimed at producing not only Reb A, but also Reb D and Reb X, two glycosides found in small amounts in the stevia leaves that have been identified as the next-generation of stevia sweeteners.� �
Hot Quality Stocks To Watch For 2014: Piper Jaffray Companies(PJC)
Piper Jaffray Companies provides investment banking, institutional brokerage, asset management, and related financial services to corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States, Asia, and Europe. The company raises capital through equity financings; provides advisory services, primarily relating to mergers and acquisitions for its corporate clients; underwrites debt issuances; and offers financial advisory and interest rate risk management services. Its public finance investment banking capabilities focus on state and local governments, as well as healthcare, higher education, housing, hospitality, transportation, and commercial real estate industries, as well as operates in business and financial services, clean technology and renewables, consumer, and industrial growth, as well as media, telecommunications, and technology industries. The company also offers equity and fixed income advisory and t rade execution services for institutional investors, and government and non-profit entities; and is involved in proprietary trading, as well as has equity sales and trading relationships with institutional investors. In addition, it provides asset management services to separately managed accounts, private funds or partnerships, and open-end and closed-end registered investment companies or funds; and offers an array of investment products comprising small and mid-cap value equity, and master limited partnerships focused on the energy industry, as well as fixed income. Further, the company engages in merchant banking activities, which comprises proprietary debt or equity investments in late stage private companies, and investments in private equity and venture capital funds, as well as other firm investments and forfeiture of stock-based compensation. Piper Jaffray Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.
Advisors' Opinion:- [By Jake L'Ecuyer]
Top losers in the sector included Alto Palermo SA (NASDAQ: APSA), off 5.5 percent, and Piper Jaffray Companies (NYSE: PJC), down 3.5 percent.
Top Headline
J.P. Morgan Chase & Co (NYSE: JPM) reported a 19% drop in its first-quarter profit. J.P. Morgan's quarterly profit declined to $5.3 billion, or $1.28 per share, versus a year-ago profit of $6.53 billion, or $1.59 per share. Its revenue slipped 8% to $22.99 billion versus $25.12 billion. J.P. Morgan's investment banking net income dropped 15%. However, analysts were estimating earnings of $1.39 per share on revenue of $24.43 billion.
Hot Quality Stocks To Watch For 2014: Papa John's International Inc.(PZZA)
Papa John?s International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John?s trademark worldwide. The company also operates dine-in and restaurant-based delivery restaurants in certain international markets. As of December 25, 2011, the company operated 3,883 Papa John?s restaurants consisting of 628 company-owned and 3,255 franchised restaurants in 50 states of the United States and 32 countries. Papa John?s International, Inc. was founded in 1985 and is headquartered in Louisville, Kentucky.
Advisors' Opinion:- [By Mark Yagalla]
This month, we got the news that Anthony Thompson would be leaving his post as president and chief operating officer of Papa John's International (NASDAQ: PZZA ) to become the new president and CEO of Krispy Kreme Doughnuts (NYSE: KKD ) . He had been with Papa John's since 2006 and has more than 25 years of experience in the food and beverage industry. For investors, what does this mean for Papa John's and Krispy Kreme?
Hot Quality Stocks To Watch For 2014: Sociedad Quimica y Minera S.A.(SQM)
Chemical and Mining Company of Chile Inc. engages in the production and sale of fertilizers and specialty chemicals in Chile and internationally. The company?s specialty plant nutrients include potassium nitrate, sodium nitrate, sodium potassium nitrate, and specialty blends for crops, such as vegetables, fruits, flowers, potatoes, and cotton, as well as Ultrasol for application via fertigation; Qrop for field application; Speedfol for foliar application; Allganic for organic farming; and Nutrilake for aquaculture. It also produces iodine and iodine derivatives, which are used in a range of medical, pharmaceutical, agricultural, and industrial applications, including X-ray contrast media, polarizing films for liquid crystal displays (LCDs), antiseptics, biocides, and disinfectants; and in the synthesis of pharmaceuticals, herbicides, electronics, pigments, dye components, and heat stabilizers. In addition, the company provides lithium carbonate for use in various applicat ions comprising batteries, frits for the ceramic and enamel industries, heat-resistant glass, primary aluminum, lithium bromine for use in air conditioner equipment, and continuous casting powder for steel extrusion, pharmaceuticals, and lithium derivatives; and lithium hydroxide, which is used as a raw material in the lubricating grease industry. Further, it offers various industrial chemicals, such as sodium nitrate, potassium nitrate, and boric acid; and potassium chloride and potassium sulfate. The company was founded in 1968 and is based in Santiago, Chile.
Advisors' Opinion:- [By Dan Newman]
Resilient resources
While weakness in fertilizer markets hurt Sociedad Quimica y Minera (NYSE: SQM ) this year, higher sales volume and margins in other businesses helped the company grow earnings 19% over 2012. Sociedad has a hand in many industrial resources, from iodine to lithium, and it boasts healthy double-digit profit margins. It is also expanding its production capacity to keep up with a world hungry for more fertilizer-based food and lithium-based batteries. Still, the company failed to meet recent expectations and has missed the market rally this year. If markets get spooked and head downward, investors could find peace of mind in the intrinsic value of Sociedad's physical resources, as well as its 2.6% dividend yield. - [By Carlton Delfeld]
Chemical and Mining Company of Chile (SQM) has long been a darling of global investors looking for plays for more productive farmland. However, the stock has plunged 59% in 2013, due to weak fertilizer and phosphate prices.
Hot Quality Stocks To Watch For 2014: Avalon Rare Metals Inc (AVL)
Avalon Rare Metals Inc. (Avalon) is a Canada-based mineral exploration and development company. The Company�� primary focus is on rare metals and minerals, including tin, lithium, tantalum, niobium, cesium, indium, gallium, zirconium and calcium feldspar. It is in the process of exploring or developing three of its six mineral resource properties. The Company�� active projects (Thor Lake Rare Metals Project (Thor Lake), Separation Rapids and East Kemptville) are rare minerals or rare metals properties that are at an advanced stage with identified mineral resources. Thor Lake is the Company�� leading project. The Thor Lake is located in the Mackenzie Mining District of the Northwest Territories, approximately five kilometers north of the Hearne Channel of Great Slave Lake and approximately 100 kilometers southeast of the city of Yellowknife. It comprises five contiguous mining leases totalling 10,449 acres (4,249 hectares) and three claims totalling 4,597 acres (1,869 hectares). Advisors' Opinion:- [By Travis Hoium]
Not the time to bet on rare-earth materials
There's no question that the rare-earth mineral space has peaked, and that it has a lot of questions to surmount. Despite Wall Street's euphoria over the stock, I'd be cautious about Molycorp and would definitely stay away from speculative rare-earth plays Rare Element Resources (NYSEMKT: REE ) and Avalon Rare Metals (NYSEMKT: AVL ) , who don't even have the revenue Molycorp is generating. - [By Roberto Pedone]
One under-$10 rare earth metals player that's trending very close to triggering a major breakout trade is Avalon Rare Metals (AVL), which is a Canadian mineral exploration and development stage company with its focus on the rare metals and minerals. This stock has been hit hard by the bears so far in 2013, with shares off by 40%.
If you take a look at the chart for Avalon Rare Metals, you'll notice that this stock recently pulled back after a monster run to the upside, with shares selling off from its high of 90 cents to its low of 71 cents per share. Shares of AVL are now starting to bounce off that low and trend back above its 50-day moving average at 74 cents per share. That move is quickly pushing this stock within range of triggering a major breakout trade above a key descending trendline and above some near-term overhead resistance levels.
Traders should now look for long-biased trades in AVL if it manages to break out above some near-term overhead resistance levels at 82 to 90 cents per share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 447,084 shares. If that breakout triggers soon, then AVL will set up to re-test or possibly take out its next major overhead resistance levels at $1.14 to $1.22 a share. Any high-volume move above those levels will then put its next major overhead resistance levels at 41.34 to $1.64 within range for shares of AVL.
Traders can look to buy AVL off weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at 71 cents to 65 cents per share. One can also buy AVL off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
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