Tuesday, June 25, 2013

Top Logistics Stocks To Buy Right Now

The Department of Defense handed out 20 new defense contracts�on Monday, awarding $717.7 million in total. For a change, the vast majority of Monday's awards went to traditional "defense contractors" as opposed to privately owned construction, logistics, and similar firms -- as has been the case with many Pentagon contracts lately. Among today's winners:

Honeywell (NYSE: HON  ) won an indefinite-delivery/indefinite-quantity (IDIQ) contract with firm-fixed-price provisions valued at a maximum of $14.2 million. Honeywell will conduct Command Cyber Readiness Inspections, Cyber Security Inspections, training, and command assessments in support of the Navy's Fleet Cyber Command Cyber Security Inspection Certification Program. Although the $14.2 million figure is stated as the contract's maximum value, in fact, if options for extending the contract through June 23, 2016, are exercised, its value could rise to nearly $25.9 million. Dell (NASDAQ: DELL  ) won a firm-fixed-price contract to supply the Army with up to 13,000 printers for a maximum total purchase cost of $12.5 million. FLIR Systems (NASDAQ: FLIR  ) was awarded a $10.1 million firm-fixed-priced, foreign military sales IDIQ contract to supply SEE SPOT III+ Systems to the Hungarian military. SEE SPOT III+ is a device that enables a user to view Special Operations Force Laser Acquisition Markers' "invisible" laser designators. This contract should be completed by May 2018. L-3 Communications (NYSE: LLL  ) won an $8.1 million firm-fixed-price General Services Administration delivery order to supply the U.S. Marine Corps with Hawkeye III Lite tri-band antennas and Hawkeye diplexer kits for the Deployable Joint Command, and also Control Rapid Response kits and Sensitive Compartmented Information kits for the expeditionary command and control suite.�Fulfillment is expected by Sept. 2013. Raytheon (NYSE: RTN  ) was awarded a maximum $7.5 million firm-fixed-price, undefinitized, sole-source contract to supply miscellaneous spare parts for radios to the U.S. Navy.�

Additionally, the DoD awarded privately held Metron of Reston, Va., a $7.3 million cost-plus-fixed-fee contract to conduct R&D work for the Navy on a large displacement unmanned undersea vehicle (LDUUV) -- a robotic submarine. This one-year contract may be extended by two one-year options. Exercise of both these options would raise the contract value to $18.3 million.

Top Logistics Stocks To Buy Right Now: Atlantic Coast Federal Corporation(ACFC)

Atlantic Coast Financial Corporation operates as the bank holding company for Atlantic Coast Bank that provides various banking services to individual and business customers primarily in northeastern Florida and southeastern Georgia. Its deposit products include checking accounts, savings accounts, money market accounts, demand deposit accounts, time deposit accounts, and certificates of deposit. The company?s loan portfolio comprises one- to four-family real estate loans, home-equity loans, commercial real estate loans, commercial and residential construction loans, land and multi-family real estate loans, commercial business loans, and automobile and other consumer loans. It provides its services through 11 full service branch offices. The company was founded in 1939 and is based in Jacksonville, Florida.

Top Logistics Stocks To Buy Right Now: Rosetta Stone(RST)

Rosetta Stone Inc., together with its subsidiaries, provides technology-based language-learning solutions in the United States and internationally. The company develops, markets, and sells language-learning solutions, such as software, online services, mobile applications, and audio practice tools in approximately 30 languages primarily under the Rosetta Stone brand. Its products and services include Rosetta Course, a self-study interactive language-learning curriculum that consists of sequences of listening, speaking, reading, and writing interactions designed to teach, reinforce, and test learners through its software program; Rosetta Studio comprising a series of coach-led practice sessions that provide learners to practice what they have previously learned through the software program; and Rosetta World, an interactive community of language learners, which gives learners the opportunity to play games with other learners. The company also offers Audio Companion, which i s a series of digital audio files that contain lessons aligned to the Rosetta Stone curriculum, allowing users to practice previously learned material; and TOTALe Companion HD, a learning tool that includes a series of practice lessons, which use images, audio, and speech recognition technology to enable users refine their speaking skills. The company also offers SharedTalk, an online peer-to-peer practice environment at sharedtalk.com; and ReFLEX, a solution designed for English learners who want to enhance listening and speaking skills. Rosetta Stone sells its products and services through Websites, call centers, retailers, direct sales force, and a network of kiosks. Its customers include individuals, home school parents, educational institutions, armed forces, government agencies, corporations, and not-for-profit institutions. Rosetta Stone Inc. was founded in 1992 and is headquartered in Arlington, Virginia.

Hot Insurance Stocks To Own For 2014: Vera Bradley Inc.(VRA)

Vera Bradley, Inc., through its subsidiary, Vera Bradley Designs, Inc., engages in the design, production, marketing, and retail of functional accessories for women under the ?Vera Bradley? brand. Its products include a range of handbags, accessories, and travel and leisure items. The company sells its products to independent retailers located in the United States, as well as to national retailers and third party e-commerce sites. As of January 29, 2011, Vera Bradley, Inc. sold its products directly through 35 full-price stores, 4 outlet stores, verabradley.com, and an annual outlet sale in Fort Wayne, Indiana. The company was founded in 1982 and is headquartered in Fort Wayne, Indiana.

Advisors' Opinion:
  • [By Stockpickr]

    One final earnings short-squeeze play is Vera Bradley (VRA), set to release numbers on Tuesday after the market close. This is a designer, producer, marketer and retailer of accessories for women. The products include offering of handbags, accessories and travel and leisure items. Wall Street analysts, on average, expect Vera Bradley to report revenues of $96.82 million.

    I like this stock for a post-earnings short-squeeze play because the bears have cleaned up on this name recently in a big way. This stock has dropped dramatically from its May high of $52.35 a share to its current low of $24.83 a share. That huge drop could be setting up this stock for a sharp rebound if the bulls hear what they're looking for.

    The current short interest as a percentage of the float for Vera Bradley is an extremely large 29.5%. That means that out of the 19.74 million shares in the tradable float, 5.83 million are sold short by the bears. It's worth pointing out that the bears have been increasing their bets from the last reporting period by 10.5%, or by around 554,000 million shares. If the bears are pressing too much ahead of this quarter, then this stock could easily see a big short-squeeze.

    From a technical standpoint, the stock is currently trading significantly below both its 50-day and 200-day moving averages, which is bearish. That said, the stock just found some buying support at around $25 a share and has since bounced up towards its current price of around $29 a share.

    I would look to be a buyer of this stock after they report if it trades above $30 to $31.56 a share on strong volume. Look for volume the following day that's tracking in close to or greater than its three-month average action of 582,000 shares. I would target a run back towards $35 a share (50-day) or possible $38 a share (200-day) if the bulls gain full control of this stock post-earnings.

    I would only short this name if it drops below $25 a share on big volume after the company reports its results. I woul! d add to any bearish bets if it then drops below $22.50 a share and ride this stock down with the short-sellers.

Top Logistics Stocks To Buy Right Now: NuFarm Ltd(NUF.AX)

Nufarm Limited, together with its subsidiaries, operates as a crop protection company worldwide. The company engages in the manufacture and supply of agricultural chemicals, including turf and ornamental, glyphosate, insecticide, fungicide, and non-glyphosate herbicides. It also operates a seeds business focusing on canola, sorghum, and sunflower seeds, as well as offers seed treatment products. The company supplies its products to farmers to protect crops from damage caused by weeds, pests, and diseases. Nufarm Limited sells its products in 100 countries. The company is headquartered in Laverton, Australia.

Top Logistics Stocks To Buy Right Now: Great Panther Res Com Npv(GPR.TO)

Great Panther Silver Limited engages in the business of acquisition, exploration, development, and operation of mineral properties and mines in Mexico. The company owns a 100% interest in the Topia Mine consisting of 4 groups of mining concessions covering a total area of 6,399 hectares located in the northwest Durango State; and a 100% interest in the Guanajuato silver-gold mine complex comprising 28 non-contiguous concessions totaling 1,107.28 hectares situated in Guanajuato. It also owns interest in the San Ignacio, a development stage property and Santa Rosa, an exploration stage property. The company was formerly known as Great Panther Resources Limited and changed its name to Great Panther Silver Limited in January 2010. Great Panther Silver Limited was founded in 1965 and is based in Vancouver, Canada.

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