Regardless of one�� views on the Fed and Ben Bernanke, investors will have to come to terms with the inevitability of higher rates going forward. Yet, this shouldn�� spook the market, as it�� an indication the global economy is finally pulling itself from the crater created by the implosion of Lehman Brothers and the ensuing financial crisis. Indeed, a host of opportunities are out there to position portfolios to face the coming market phase, from looking at equities and major banks in the U.S., to REITs and increasing exposure to core Europe to take advantage of deals overseas. Investors, though, should be careful of potential shocks including political bickering in Washington and across the Eurozone, and should avoid bonds and defensive stocks.
Bernanke is expected leave the Fed in early 2014, but his policies are set to endure, suggesting the Fed is taking its foot off the gas - Image credit: Getty Images via @daylife
Best Gas Utility Stocks To Own For 2015: Implant Sciences Corp (IMSC.PK)
Implant Sciences Corporation (Implant Sciences), incorporated in August 31,1984, develops, manufactures and sells sensors and systems for the security, safety and defense (SS&D) industries. Its technologies are used worldwide in security and inspection applications. Implant Sciences has developed technologies used in explosives trace detection (ETD), and and narcotics trace detection (NTD) applications and market and sell handheld ETD and benchtop ETD and NTD systems that use its technologies. The systems are used by private companies and Government agencies to screen baggage, cargo, vehicles, other objects and people for the detection of trace amounts of explosives. Implant Sciences have developed explosives detection systems designed for use in aviation and transportation security, high threat facilities and infrastructure, military installations, customs and border protection, and mail and cargo screening. The systems use the Quantum Sniffer technologies, including photon-based, non-radioactive ion source in combination with ion mobility spectrometry, a detection tool sensitive to the speeds with which ions of various substances move through the air to electronically detect minute quantities of explosives vapor and particles.
Quantum Sniffer QS-H150 Portable Explosives Detector
The Quantum Sniffer QS-H150 Portable Explosives Detector employs a vortex collector for the simultaneous detection of explosives particulates and vapors with or without physical contact and in real-time. The QS-HS150 can detect vapors and nanogram quantities of explosives particulates for explosives substances considered to be threats. The substances include military and commercial explosives, improvised and homemade explosives, and propellants and taggants.
The QS-H150 has automatic and continuous self-calibration. It monitors its environment, senses changes that would affect its accuracy, and re-calibrates accordingly. The system requires no user intervention and no calibration cons! umables. The detection process begins with the collection of a sample with its vortex collector. After collection, the sample is ionized photonically and analyzed using ion mobility spectrometer (IMS) technology. The presence of a threat substance is indicated by a visible and audible alarms. The threat substance is then identified and displayed on the integrated liquid crystal display (LCD) screen. When detecting a threat substance, the QS-H150 rapidly alarms. This real-time detection limits equipment contamination and allows for fast clear-down.
Quantum Sniffer QS-B220 Benchtop Explosives and Narcotics Detector
QS-B220 Benchtop Explosives and Narcotics Detector uses dual IMS with non-radioactive ionization for the detection and identification of a range of military, commercial, and improvised explosives as well as narcotics. The QS-B220 uses a sample trap which is wiped on the surface to be interrogated for explosives or narcotics particles.
The QS-B220 has automatic and continuous self-calibration. It monitors its environment, senses changes that would affect its accuracy, and re-calibrates accordingly.
Quantum Sniffer TM QS-Hx Portable Explosives Detector
The Company is focusing in developing a next-generation handheld detector that will use dual IMS non-radioactive ionization for the detection and identification of a range of military, commercial and improvised explosives, as well as narcotics. The QS-Hx will have automatic and continuous self-calibration, multi-level password-protected data security and will include a data management interface with data export to a network for recordkeeping, providing a link with the central command centers and logistics systems used by carriers.
Miniature Mass Spectrometer
The Company�� acquisition of Ion Metrics enabled it to obtain miniaturized quadrupole mass spectrometry (QMS) detector technology. The QMS detector is roughly the size of an AA battery and has low manufactur! ing costs! . When used in conjunction with an IMS, the QMS detector senses the molecular weight of the chemical species resulting in an orthogonal detection method in which a more fundamental characteristic of a substance is measured. It is developing interfaces for integrating the QMS detector into its future products.
Hyphenated Detectors
Depending on the application and the number of interfering background chemicals, it may be necessary to incorporate additional orthogonal detection methods. The combination of multiple sensors in series is known as employing hyphenated methods. By measuring different properties of the same species, interferents are separated from target species for a deterministic detection and identification and have minimum rates of false alarms. It is developing hyphenated systems employing conventional ion mobility, differential mobility and quadrupole mass spectrometry. As of June 30, 2012, it has one patent issued in real-time trace detection by IMS and QMS and two hyphenated system patents pending.
The Company competes with Morpho Detection, Inc., NucTech Company Limited and Smiths Detection, Inc.
Advisors' Opinion:- [By Daniel Lauchheimer]
Currently, three main companies supply security equipment to the TSA - Safran (SAFRY.PK), Smiths (SMGKF.PK), and Level-3 Holdings (LLL). All three of these companies sell the whole range of their products to the TSA, with an ETD offering included. Recently, however, a new company, Implant Sciences Corporation (IMSC.PK) received approval from the TSA to begin selling their ETD equipment to airport security professionals. This approval has opened the door for IMSC to begin taking some market share away from the more established players in the US and beyond.
Top 5 Defensive Stocks To Buy Right Now: Cardinal Health Inc. (CAH)
Cardinal Health, Inc. operates as a healthcare solutions company that provides health care products and services. The company operates in two segments, Pharmaceutical and Medical. The Pharmaceutical segment distributes branded and generic pharmaceutical, over-the-counter healthcare, specialty pharmaceutical, and consumer products to retail customers, hospitals, and alternate care providers in the United States and Puerto Rico. This segment also operates nuclear pharmacies and cyclotron facilities that prepare and deliver radiopharmaceuticals for use in nuclear imaging and other procedures in hospitals and clinics; offers third-party logistics support services; franchises retail pharmacies under the Medicine Shoppe and Medicap brands; and provides pharmacy and pharmaceutical repackaging services, as well as other services comprising distribution, inventory management, data/reporting, new product launch support, and contract and chargeback administration. The Medical segment distributes a range of medical, surgical, and laboratory products to hospitals, surgery centers, laboratories, physician offices, and other healthcare providers. This segment also develops, manufactures, and sources medical and surgical products, including sterile and non-sterile procedure kits; single-use surgical drapes, gowns, and apparel; exam and surgical gloves; and fluid suction and collection systems. Its medical and surgical products are sold directly or through third-party distributors in the United States, Canada, Europe, South America, and the Asia/Pacific region. The company was founded in 1979 and is headquartered in Dublin, Ohio.
Advisors' Opinion:- [By Ben Levisohn]
Overvalued companies include MWI Veterinary (MWIV) and�Stericycle (SRCL), while companies with attractive valuations include Cardinal Health (CAH), Selected Medical (SEM). He’s not a fan of Intrexon (XON) but calls�Aratana (PETX) a “hidden gem.”
- [By Dividend King]
Earnings per share for the last 12 months are $2.59, and these are expected to reach $2.81 in its next fiscal year (ending September 2012). These numbers place the shares on a trailing P/E ratio of 15.43, and a forward multiple of 12.30. Comparing the forward ratio to that of direct competitors Cardinal Health (CAH) and McKesson (MCK) Amerisource trades on a slightly higher rating, though not markedly so. Cardinal Health�� forward multiple is 11.99 and McKesson�� is 11.22.
- [By Dividends4Life]
Linked here is a detailed quantitative analysis of Cardinal Health, Inc. (CAH). Below are some highlights from the above linked analysis:
Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.
Top 5 Defensive Stocks To Buy Right Now: France Telecom S.A.(FTE)
France Telecom provides fixed telephony and mobile telecommunications, data transmission, Internet and multimedia, and other value-added services to consumers, businesses, and telecommunications operators. It also offers personal and home communication services, business network services, international carriers and shared services, and integration and outsourcing services for communication applications. The company operates in France, Spain, Poland, the United Kingdom, and internationally. France Telecom was founded in 1990 and is based in Paris, France.
Advisors' Opinion:- [By Sofia Horta e Costa]
Barclays Plc (BARC) fell to a one-month low as Sumitomo Mitsui Banking Corp. sold a stake in the lender. Fiat SpA lost 6.5 percent as Chrysler Group LLC went in for a vehicle recall. France Telecom SA (FTE) rose after its Orange Business Services unit won a five-year deal to deploy a private network for Heineken NV. Johnson Matthey Plc (JMAT) jumped to its highest price in at least 23 years after posting full-year profit that beat estimates.
Top 5 Defensive Stocks To Buy Right Now: CVB Financial Corp (CVBF)
CVB Financial Corp. (CVB), incorporated on April 27, 1981, is a bank holding company of Citizens Business Bank (the Bank). The Company�� primary operations are related to banking activities, including the acceptance of deposits and the lending and investing of money through the operations of the Bank. The Bank also provides automobile and equipment leasing to customers through its Citizens Financial Services Group and trust and investment-related services to customers through its CitizensTrust Division. The Bank�� customers consist primarily of small to mid-sized businesses and individuals located in San Bernardino County, Riverside County, Orange County, Los Angeles County, Madera County, Fresno County, Tulare County, Kern County and San Joaquin County, California. As of December 31, 2012, the Bank operated 42 Business Financial Centers, five Commercial Banking Centers, and two trust office locations with its headquarters located in the city of Ontario. It operates in two segments: Business Financial and Commercial Banking Centers (Centers) and Treasury.
Lending Activities
The Bank provides lending products, such as commercial, agribusiness, consumer, real estate loans and equipment and vehicle leasing. Commercial products include lines of credit and other working capital financing, accounts receivable lending and letters of credit. Agribusiness products are loans to finance the operating needs of wholesale dairy farm operations, cattle feeders, livestock raisers, and farmers. It provides lease financing for municipal governments. Financing products for consumers include automobile leasing and financing, lines of credit, and home improvement and home equity lines of credit. Real estate loans include mortgage and construction loans. The Bank also offers a range of specialized services designed for the needs of its commercial accounts. These services include cash management systems for monitoring cash flow, a credit card program for merchants, courier pick-up and delivery! , payroll services, remote deposit capture, electronic funds transfers by way of domestic and international wires and automated clearinghouse, and online account access. The Bank makes available investment products to customers, including mutual funds, an array of fixed income vehicles and a program to diversify our customers��funds in federally insured time certificates of deposit of other institutions. It offers a range of financial services and trust services through its CitizensTrust division. These services include fiduciary services, mutual funds, annuities, 401(k) plans and individual investment accounts.
Investment Activities
The Company maintains a portfolio of investment securities to provide interest income and to serve as a source of liquidity for its ongoing operations. The composition of the investment portfolio as of December 31, 2012, consisted of the Government agency, residential mortgage-backed securities, municipal bonds and other securities. Investment securities totaled $2.45 billion at December 31, 2012. Approximately $1.46 billion, or 60%, of the total investment portfolio at December 31, 2012 consisted of securities backed by mortgages.
Sources of Fund
The primary source of funds to support earning assets (loans and investments) is the generation of deposits. CVB offers a range of deposit instruments, which include checking, savings, money market and time certificates of deposit for both business and personal accounts. It also serves as a federal tax depository for its business customers. Total deposits were $4.77 billion at December 31, 2012.. The Company�� deposits include non-interest bearing deposits, such as demand deposits, and interest bearing deposits, such as investment checking, money market, savings and time deposits. At December 31, 2012, borrowed funds totaled $698.2 million. At December 31, 2012, noninterest bearing deposits were 50.71% of total deposits. As of December 31, 2012, its borrowings included $198.9 mill! ion in te! rm federal home loan bank (FHLB) advances, $473.2 million of repurchase agreements, and $26.0 million of other overnight borrowings.
Advisors' Opinion:- [By Rich Duprey]
Citizens Business Bank holding company�CVB Financial (NASDAQ: CVBF ) announced yesterday its second-quarter dividend of $0.10 per share, an 18% increase over the payout it made last quarter of $0.085 per share. This is the first increase in the dividend since 2007.
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