While some argue that domestic small-cap leadership in 2013 was a result of its heavy exposure to companies that tend to generate most of their income domestically, others contest that this greater focus on the U.S. may mean missing out on the benefits of faster-growing foreign economies.
We, on the other hand, choose to focus our attentions on individual companies, particularly those in more cyclical areas of the market that are more closely tied to the global economy.
There have always been generalizations about the economy and the stock market. Many possess a degree of truth, but at least an equal number are just as often exaggerated, misunderstood, or just plain wrong. This is particularly true when it comes to the small-cap asset class.
Considering the barrage of macro headlines that have affected global stock markets over the last several years, we thought it would be worthwhile to once again examine the state of international small-caps and the effect of international revenues on recent small-cap performance.
Top 10 Food Stocks To Watch Right Now: DAQQ New Energy Corp.(DQ)
Daqo New Energy Corp., together with its subsidiaries, manufactures and sells polysilicon in China. The company sells its polysilicon to photovoltaic product manufacturers for use in the processing of ingots, wafers, cells and modules for solar power solutions. It also produces and sells mono-crystalline and multi-crystalline modules to photovoltaic system integrators and distributors in China and internationally under its Daqo brand. The company was formerly known as Mega Stand International Limited and changed its name to Daqo New Energy Corp. in August 2009. Daqo New Energy Corp. was founded in 2006 and is headquartered Wanzhou, the People?s Republic of China.
Advisors' Opinion:- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
5 Best Income Stocks For 2014: Stericycle Inc (SRCL)
Stericycle, Inc., incorporated on March 21, 1989, is in the business of managing regulated waste and providing an array of related and complementary services. The Company operates in the United States, Argentina, Brazil, Canada, Chile, Ireland, Japan, Mexico, Portugal, Romania, Spain, and the United Kingdom. The regulated waste services the Company provides include medical waste disposal, its Steri-Safe medical waste and compliance program, its Clinical Services program, its Bio Systems reusable sharps disposal management services, pharmaceutical waste disposal, and hazardous waste disposal. In addition to the Company's regulated waste services, the Company offers regulated recall and returns management services, patient communication services, and medical safety products. The Company's regulated recall and returns management services consist of a number of solutions for a variety of businesses but consist primarily of managing the recall, withdrawal or return of expired or recalled products and pharmaceuticals. During the year ended December 31, 2012, it completed 41 acquisitions, of which 17 were domestic businesses and 24 were international businesses in Latin America, Europe, and Japan. In August 2013, Stericycle Inc acquired Eclipse Marketing.
The Company also provides communication services to healthcare providers to improve office productivity and communications with patients. As of December 31, 2012, the Company's worldwide networks included a total of 153 processing facilities, 141 transfer sites, and 64 recall and returns or communication services facilities. The Company serves approximately 541,000 customers worldwide, of which approximately 16,500 are large-quantity generators, such as hospitals, blood banks and pharmaceutical manufacturers, and approximately 524,500 are small-quantity generators, such as outpatient clinics, medical and dental offices, long-term and sub-acute care facilities, veterinary offices, municipalities and retail pharmacies. For large-quantity generat! ors of regulated waste such as hospitals and for pharmaceutical companies and distributors, the Company offers its regulated waste management services; its Bio Systems reusable sharps disposal management services; its pharmaceutical waste services; its Integrated Waste Stream Solutions (IWSS) program; a variety of products and services for infection control; its regulated recall and returns management services for expired or recalled products and pharmaceuticals, and variety of patient communication services. For small-quantity generators of regulated waste such as doctors' offices or retail pharmacies, the Company offers its Steri-Safe OSHA, HIPAA compliance, and clinical services programs.
The Company supplies specially designed reusable leak-resistant and puncture-resistant plastic containers to most of its large-quantity customers and many of its larger small-quantity customers. The Company collects containers or corrugated boxes of regulated waste from its customers depending upon customer requirements, contract terms and volume of waste generated. The waste is then transported directly to one of the Company's processing facilities or to one of its transfer stations where it is combined with other regulated waste and transported to a processing facility. The Company collects some expired or recalled products, but more typically, customer ships them directly to its processing facilities. Upon arrival at a processing facility, containers or boxes of regulated waste are typically scanned to verify that they do not contain any unacceptable substances like radioactive material. The regulated waste is then processed using one of the Company's various treatment or processing technologies. Upon completion of the particular process, the resulting waste or incinerator ash is transported for resource recovery, recycling or disposal in a landfill owned by an unaffiliated third party. The Company provides complete documentation to its customers for all regulated waste that the Company collect in ac! cordance ! with applicable regulations and customer requirements.
Advisors' Opinion:- [By Holly LaFon]
Stericycle (SRCL) alone operates globally and generates close to $2 billion in annual revenues. Despite Stericycle's strong business performance during the recently reported quarter, the stock detracted from performance, partially driven by headlines of rumored regulatory action related to one of the Company's incinerators. We believe the issue is not meaningful to results and we would be willing to add to shares on pullbacks related to this. Stericycle's stock trades in the mid to high-颅��eens EBITDA range, but the company routinely purchases smaller competitors for just 3X-颅��X EBITDA. This accretion is a byproduct of Stericycle's competitive positioning and we believe it paves a multi-颅��ear runway for double-颅��igit growth.
5 Best Income Stocks For 2014: State Auto Financial Corporation(STFC)
State Auto Financial Corporation, through its subsidiaries, writes personal and business lines of insurance to individuals and small-to-medium sized businesses. The company operates through four segments: Personal insurance, Business insurance, Specialty insurance, and Investment operations. The Personal insurance segment provides personal automobile and homeowners insurance products to the personal insurance market. The Business insurance segment offers commercial automobile, commercial multi-peril, fire and allied lines, and general liability insurance covering small-to-medium sized commercial exposures in the business insurance market. The Specialty insurance segment provides commercial coverages requiring specialized product underwriting, workers? compensation, claims handling, or risk management services. The Investment operations segment offers investment portfolio management services. State Auto Financial Corporation markets its insurance products primarily through independent insurance agencies, which include retail agencies and wholesale brokers in 50 states and the District of Columbia. The company was founded in 1950 and is headquartered in Columbus, Ohio. State Auto Financial Corporation is a subsidiary of State Automobile Mutual Insurance Company.
Advisors' Opinion:- [By CRWE]
State Auto Financial Corporation (Nasdaq:STFC), a super regional property and casualty insurance holding company, will discuss its third quarter 2012 results in a conference call on Tuesday, Nov. 6, 2012, at 10 a.m. ET.
5 Best Income Stocks For 2014: Stamps.com Inc.(STMP)
Stamps.com Inc. provides Internet-based postage solutions. The company offers solutions to mail and ship various mail pieces, including postcards, envelopes, flats, and packages. Its products and services include the United States Postal Service (USPS)-approved PC Postage Service that enables users to print electronic stamps directly onto envelopes, plain paper, or labels using personal computer, printer, and Internet connection; and PhotoStamps, a patented form of postage, which allows consumers to turn digital photos, designs, or images into valid United States postage. The company also sells NetStamps labels, shipping labels, other mailing labels, postage printers, scales, and other mailing and shipping-focused office supplies through its mailing and shipping supplies store, as well as offers back-end integration solutions, an electronic postage for transactions to manage the front-end process. In addition, it offers Stamps.com branded insurance enabling users to insure their mail or packages; and official USPS package insurance. Stamps.com Inc. serves individuals, small businesses, home offices, medium-size businesses, and large enterprises. The company was formerly known as StampMaster, Inc. and changed its name to Stamps.com Inc. in December 1998. Stamps.com Inc. was founded in 1996 and is headquartered in Los Angeles, California.
Advisors' Opinion:- [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does Stamps.com (NASDAQ: STMP ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.
- [By Brian Pacampara]
What: Shares of online postage provider Stamps.com (NASDAQ: STMP ) surged 24% today after its quarterly results and guidance.
So what: The stock has slumped a bit in 2013 on concerns over slowing growth, but today's first-quarter results -- adjusted EPS spiked 38% on a 13.5% revenue increase -- and upbeat full-year guidance naturally eases some of those worries. In fact, Stamps.com hit its highest level of total paid customers -- and added its largest number of new paid customers -- during the quarter, giving investors plenty of good vibes about the company's prospects going forward.
- [By Jon C. Ogg]
Then there is that lucky or unlucky outcome of price hikes. The public will pay more for stamps, making you and me the losers in this. The question to ask is whether or not Stamps.com Inc. (NASDAQ: STMP) just get a built-in revenue booster per customer on a static basis?
- [By Bryan Murphy]
By almost any measure, Stamps.com Inc. (NASDAQ:STMP) is a solid investment. Revenue and profits are on the rise, and are projected to grow again in 2014. Stamps.com has also developed a penchant for earnings beats. And, at a trailing P/E of 18.3 and a forward-looking P/E ratio of 15.7, it's not like STMP shares cost a relative fortune. Yet, STMP is starting to look like a major liability where it could hurt shareholders the most... on the chart.
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