Toyota has faced a challenging environment in the last few years. The devastating tsunami that hit the Japanese coast in 2011, low automotive demand, and recently unfavorable exchange rates have all stifled revenues and earnings for the Japanese automaker. However, the stock has advanced almost 35 percent since the beginning of the year. Can Toyota carry this momentum into the second half of the year? Let�� use our CHEAT SHEET investing framework to decide whether Toyota is an OUTPERFORM, WAIT AND SEE OR STAY AWAY.
C = Catalysts for the Stock�� MovementToyota�� bottom-line is extremely sensitive to fluctuations in the yen — every 1 yen change against the dollar affects Toyota�� profitability by an astounding $353.4 million. A weaker yen benefits Toyota�� sales, as around 75 percent of its cars go to overseas consumers.
Shinzo Abe has been somewhat of a savior to Toyota since his election last year. His aggressive stimulus plan has helped depreciate the yen by more than 20 percent against the dollar, leading to a 113.5 percent increase in first quarter earnings from the previous year�� quarter.
5 Best Canadian Stocks To Invest In Right Now: EP Energy Corp (EPE)
EP Energy Corporation, incorporated on August 8, 2013, is an independent exploration and production company. The Company is engaged in the acquisition and development of unconventional onshore oil and natural gas properties in the United States. The Company is focused on creating shareholder value through the development of its low-risk drilling inventory located in four core areas: the Eagle Ford Shale (South Texas), the Wolfcamp Shale (Permian Basin in West Texas), the Altamont field in the Uinta Basin in northeastern Utah and the Haynesville Shale (North Louisiana). In its core areas, it has identified approximately 5,200 drilling locations (including 916 drilling locations to which it has attributed proved undeveloped reserves as of September 30, 2013), of which approximately 96% are oil wells. As of September 30, 2013, it had proved reserves of 513 million barrels of oil equivalent (54% oil and 67% liquids) and for the three months ended September 30, 2013, it had average net daily production of 88,149 barrels of oil equivalent per day (45% oil and 54% liquids). During the year ending September 31, 2013, it sold certain of its natural gas properties, including CBM properties located in the Raton, Black Warrior and Arkoma basins, the majority of its Arklatex natural gas properties and its natural gas properties in South Texas. In May 2014, the Company acquired certain producing properties and undeveloped acreage directly offsetting existing Wolfcamp operating areas in Reagan and Crockett Counties in the Southern Midland Basin.
Eagle Ford Shale
The Eagle Ford Shale, located in South Texas, is the unconventional oil plays in the United States. The Eagle Ford formation in La Salle County has up to 125 feet of net thickness, making it some of the prolific acreage in the area. Due to its high carbonate content, the Eagle Ford is also brittle, and delivers high productivity when fractured, with initial 30-day oil equivalent production rates up to 1,100 barrels of oil equivalent! per day.. The Company as of september 30, 2013, has 97,689 net acres in the Eagle Ford, where it has identified 983 drilling locations. As of September 30, 2013, it had six rigs running and it plan to drill 126 wells in 2013 (of which 100 have been drilled through September 30, 2013), representing 58% of its total wells planned in 2013.
Wolfcamp Shale
The Wolfcamp Shale is located in the Permian Basin, which has produced more than 29 billion barrels of oil and 75 trillion cubic feet of gas over the past 90 years and is estimated by industry experts to contain recoverable oil and natural gas reserves exceeding what has already been produced. With oil production of over 880 one thousand barrels per day from over 80,000 wells during the six months ended June 30, 2013, the Permian Basin represented 51% of the crude oil produced in the State of Texas and approximately 17% of the crude oil and condensate produced onshore in the lower 48 United States. As of September 30, 2013, it had three rigs running and it plans to drill 65 wells in 2013 (of which 48 have been drilled through September 30, 2013), representing 30% of its total wells planned in 2013.
Altamont
The Altamont field is located in the Uinta Basin in northeastern Utah. Its operations are primarily focused on developing the Altamont Field Complex (comprised of the Altamont, Bluebell and Cedar Rim fields). It owns 170,523 net (315,272 gross) acres in Duchesne and Uinta Counties, making it the ease owner in the Altamont Field Complex. Its activity is mainly focused on the development of its vertical inventory on 160-acre spacing. The Company has identified an inventory of 1,135 drilling locations (781 vertical and 354 horizontal). The industry is piloting 80-acre vertical downspacing programs in the Wasatch and Green River formations and horizontal development programs in the multiple shale and tight sand intervals. As of September 30, 2013, it had two rigs running and it plans to drill 26 wells in ! 2013 (of w! hich 20 have been drilled through September 30, 2013), representing 12% of its total wells planned in 2013.
Haynesville Shale
Haynesville Shale is located in East Texas and Northern Louisiana. its operations are concentrated primarily in Desoto Parish, Louisiana in the Holly Field. This area is within the core of the Haynesville Shale with net thickness of 114 feet (210 feet gross), resulting in initial 30-day gas equivalent production rates up to 18 million cubic feet per day. As of September 30, 2013, it has identified 190 drilling locations.
Advisors' Opinion:- [By Matt Jarzemsky var popups = dojo.query(".socialByline .popC"); popups.forEach]
Rice Energy Inc.(RICE) has rallied 44% since its $1.1 billion January IPO through Thursday. RSP Permian Inc.(RSPP) has gained 42% since debuting the same month. This year�� other E&P IPO, EP Energy Corp.(EPE), is off 1.9% since it went public in January.
Top 10 Japanese Stocks To Watch For 2014: Vanguard Health Care Etf (VHT)
Vanguard Health Care ETF (the Fund), formerly known as Vanguard Health Care VIPERs, is an exchange-traded share class of Vanguard Health Care Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Health Care Index (the Index). The Index is an index of stocks of large, medium and small United States companies in the healthcare sector, as classified under the Global Industry Classification Standard (GICS). This GICS sector is made up of two main industry groups. The first group includes companies that manufacture healthcare equipment and supplies or provide healthcare-related services (such as distributors of healthcare products, providers of basic healthcare services, and owners and operators of healthcare facilities and organizations). The second group includes companies primarily involved in the research, development, production and marketing of pharmaceuticals and biotechnology products.
The Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. It also may sample its target Index by holding stocks that, in the aggregate, are intended to approximate the Index in terms of key characteristics, such as price/earnings ratio, earnings growth and dividend yield.
Advisors' Opinion:- [By John Udovich]
On Thursday, small cap infertility stock OvaScience Inc (NASDAQ: OVAS) surged 23.63% plus shares are up 372.9% since the start of the year���meaning its worth taking a closer look at the stock along with the performance of female or reproductive health stocks the Female Health Co (NASDAQ: FHCO) and�Utah Medical Products, Inc (NASDAQ: UTMD)�along with the Vanguard Health Care ETF (NYSEARCA: VHT).
Top 10 Japanese Stocks To Watch For 2014: Banco Santander S.A.(STD)
Banco Santander, S.A. provides a range of banking and financial products. It accepts customer demand, time, and notice deposits, and international and domestic interbank deposits, as well as offers auto financing, personal loans, and credit cards; and automated cash dispensers, savings books updaters, telephone banking services, and electronic and Internet banking services. The company also engages corporate banking, treasury, and investment banking activities. It provides transaction banking services in cash management, trade finance, and basic financing; and corporate finance services for mergers and acquisitions, and asset and capital structuring, as well as involves in the origination activities and risk management, and distribution of structured products and debt in the credit markets; structuring and trading activities in financial markets of interest rate and exchange rate instruments; and activities relating to the equity markets. In addition, it engages in the des ign and management of mutual and pension funds, and life and general insurance products. The company operates primarily in Spain, the United Kingdom, other European countries, Brazil and other Latin American countries, and the United States. As of December 31, 2010, it had 6,063 branch offices in continental Europe; 1,416 branches in the United Kingdom; 5,882 branches in Latin America; and 721 branches in the United States. The company was formerly known as Banco Santander Central Hispano S.A. and changed its name to Banco Santander, S.A. in June 2007. Banco Santander, S.A. was founded in 1857 and is based in Madrid, Spain.
Advisors' Opinion:- [By Holly LaFon]
Charlie: Yes, I have a question. Do you think the opportunity is more in stocks or in debt, or both? If you look at Spain, the biggest companies in Spain, one is a bank, Bank Santander (STD). The other is Telefonica (TEF), a phone company. What other opportunities do you see there?
Top 10 Japanese Stocks To Watch For 2014: Axxess Unlimited Inc (AXXU)
Axxess Unlimited, Inc., incorporated on June 8, 2000, is the holding company for the Axxess family of companies. The Axxess family of companies includes both vertically-integrated operating businesses and horizontally-integrated companies with each supported by a common software technology - the Axxess RISE Platform. The Company provides next-generation business intelligence for a range of businesses and organizations. It provides information-driven business solutions through interactive marketing, interactive technologies, application and product development, customer relationship management, business intelligence, portals and collaboration, and infrastructure solutions. Its companies include Axxess Digital (AxxuD), Axxess Apps (AxxuA) and Axxess Brands (AxxuB).
Axxess Digital
AxxuD is an interactive digital agency company. The Company relies on the core logic of the Axxess Unlimited RISE platform.
Axxess Apps
AxxuA is a software development company. The focus of AxxuA includes: enterprise applications, custom applications, cloud applications and mobile applications. The Company has software-as-a-service (SaaS) solutions and custom and mobile products available in the government services, automobile dealership, medical and consumer goods sectors.
Axxess Brands
AxxuB is a marketer and manufacturer of specialty brands in better-for-you and indulgent categories under a variety of Company owned and licensed brand names. AxxuB licenses brands and provides outsource management.
Advisors' Opinion:- [By James E. Brumley]
A week and a half ago, yours truly penned some bullish thoughts on Axxess Unlimited Inc. (OTCMKTS:AXXU). Not too many traders read that take, and/or if they did, they didn't seem to care. The response to the commentary was non-existent (good or bad), and there was no sudden rush to go out and buy AXXU. Today's second look may have a different outcome.
- [By James E. Brumley]
Even if you're one of the few reading this now, odds are good that you'd still never heard of Axxess Unlimited Inc. (OTCMKTS:AXXU) until the beginning of February. Prior to that, trading in AXXU was thin and uneventful. The evidence? Prior to February 4th, the average daily volume was less than 10,000 shares per day, and had been stuck right around the $0.20 mark since the middle of last year. Since February 4th, though, things have changed for the better. Since then, volume has been considerably stronger, and Axxess Unlimited shares have finally woken up and decided to forge ahead.
Top 10 Japanese Stocks To Watch For 2014: Syntroleum Corporation(SYNM)
Syntroleum Corporation and its subsidiaries engage in commercializing and licensing its Syntroleum technologies to produce synthetic liquid hydrocarbons. Its Syntroleum process involves conversion of carbon containing material into synthesis gas; and conversion of the synthesis gas or coal-derived or biomass-derived syngas into hydrocarbons. The company also develops the Synfining Process technology for the conversion of Fischer-Tropsch wax into various products, including diesel fuels, jet fuels, lubricants, naphtha, and other materials. In addition, it offers the Bio-Synfining technology, a second generation renewable fuels technology that is feedstock flexible, including the use of vegetable oils, fats, fatty acids, and greases. Syntroleum Corporation was founded in 1984 and is based in Tulsa, Oklahoma.
Advisors' Opinion:- [By John Udovich]
As a new Government Accountability Office (GAO) report comes out about wasteful spending on biofuels, small cap renewable biofuel stock Gevo, Inc (NASDAQ: GEVO) reported earnings that came in below expectations -�meaning its worth taking a closer look at the GAO report, the stock and the performance of KiOR Inc (NASDAQ: KIOR), Solazyme Inc (NASDAQ: SZYM) and Syntroleum Corp (NASDAQ: SYNM).
Top 10 Japanese Stocks To Watch For 2014: Mizuho Financial Group Inc. (MFG)
Mizuho Financial Group, Inc., through its subsidiaries, provides various banking and financial services in Japan and internationally. The company offers retail banking services, including housing and personal loans, credit cards, deposits, investment products, and consulting services; and corporate banking services comprising loans, syndicated loan arrangements, structured finance, advisory services, and capital markets financing services. It also provides derivatives and other risk hedging products; and securities services to individuals and corporate customers, as well as engages in the proprietary trading, such as foreign exchange and bond trading, and asset and liability management. In addition, the company offers wholesale securities and investment banking services, such as underwriting and trading of bonds and equities, advisory services, and structured finance. Further, it provides products and services related to trust, real estate, securitization and structured fi nance, pension and asset management, stock transfers, private banking, and trust and custody. Additionally, it offers non-banking services, including research and consulting services; information technology-related services; and advisory services to financial institutions. The company serves large corporations, financial institutions, public sector entities, foreign corporations, foreign governmental entities, individuals, small and medium sized enterprises, middle-market corporations, local governmental entities, and other public sector entities. It serves individual customers through its branch and automated teller machine network, as well as through telephone and Internet banking. As of March 31, 2010, the company had 431 branches in Japan. The company was founded in 2003 and is headquartered in Tokyo, Japan.
Advisors' Opinion:- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Japanese stocks slipped early Monday, with the Nikkei Stock Average (JP:NIK) down 0.1% at 14,298.17, and the Topix dropping 0.4%. Singapore-traded lead futures for the Nikkei Average had suggested a 0.8% gain for the index, but the indicator fell after the Cabinet Office reported fourth-quarter economic growth of 0.3%, flat from the previous quarter and below expectations in separate Reuters and Wall Street Journal/Nikkei surveys. The disappointing economic data also pushed the yen higher, weighing on some exporters, with Panasonic Corp. (JP:6752) (PCRFF) down 1.8%, NEC Corp. (JP:6701) (NIPNF) off 1.3%, and Sony Corp. (JP:6758) (SNE) down 0.7% after S&P downgraded the firm's credit rating to BBB- from BBB with a negative outlook. Shares of Internet retailer Rakuten Inc. (JP:4755) (RKUNF) dropped 12% after announcing plans to buy online messaging and telecom firm Viber Media Inc. for $900 million as well as posting below-consensus full-year profit. Banks were broadly lower, with Mizuho Financial Group Inc. (JP:8411) (MFG) off 1% and Sumitomo Mitsui Financial Group Inc. (JP:8316) (SMFG) off 1.1%, though Daiwa Securities Group Inc. (JP:8601)
Top 10 Japanese Stocks To Watch For 2014: EZchip Semiconductor Limited(EZCH)
EZchip, a fabless semiconductor company, engages in the development and marketing of Ethernet network processors for networking equipment. Its products include network processor chips, evaluation boards and network-processor based systems, and development software toolkits. The company offers network processors for use in forming the silicon core of networking equipment, such as switches and routers; and for voice, video and data integration in various applications. Its network processors are single-chip solutions, which enable its customers to design multi-port line cards, such as processing and classification engines, traffic managers, media access controllers, as well as a range of specialized hardware blocks that accelerate various functions. The company offers Evaluation systems which enable customers to test NPU-based systems; and toolkits that assist customers in creating, verifying, and implementing solutions based on its network processors. It provides a library f eaturing data plane code for a range of applications, which include Metro Ethernet protocols, Multi-Protocol Label Switching, IPv4 and IPv6 routing, Access Control Lists, GPON/EPON OLT functionality, Network Address Translation, and Server Load Balancing. The company sells its products directly, and through contract manufacturers and distributors to network equipment vendors. It markets its products in Israel, China, Hong Kong, the Far East, Canada, the United States, and Europe. The company was formerly known as LanOptics Ltd. and changed its name to EZchip Semiconductor Ltd. in July 2008. EZchip Semiconductor Ltd. was founded in 1989 and is based in Yokneam, Israel.
Advisors' Opinion:- [By Lisa Levin]
EZchip Semiconductor (NASDAQ: EZCH) surged 9.38% to $26.13. The volume of EZchip Semiconductor shares traded 407% higher than normal. EZchip Semiconductor reported better-than-expected Q1 results.
- [By Evan Niu, CFA]
What: Shares of EZchip (NASDAQ: EZCH ) have jumped today by as much as 13% after the company reported first-quarter earnings.
So what: Revenue in the first quarter totaled $15.3 million, topping the Street's forecast of $15.1 million. Non-GAAP net income per share came in at $0.23, which was right on target with expectations.
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