Sunday, May 18, 2014

Hot Integrated Utility Companies To Buy For 2015

SAN FRANCISCO -- We speculated earlier this week that another sudden move in Hewlett-Packard's share price would follow its earnings report -- and after the fiscal-year performance turned in by CEO Meg Whitman and CFO Catherine Lesjak, the mood on the company was upbeat Wednesday.

Whitman made it clear company executives and the stock analysts who cover the company are very much on the same page these days, with H-P's fiscal 2014 profit forecast precisely in line with Wall Street estimates.

H-P shares remain attractive to income investors hungry for fat dividends because Whitman, in her second year with the company, made major progress turning around the venerable company's struggling operations.

And Lesjak's balance sheet and cash flow management allowed the company to pay down debt even while its sales fell and it paid its bills on time.

Hot Integrated Utility Companies To Buy For 2015: Informatica Corporation (INFA)

Informatica Corporation provides enterprise data integration and data quality software and services worldwide. Its software solutions include a set of technologies that enable various enterprise-wide data integration initiatives. The company offers PowerCenter, which integrates data virtually from business systems in various formats and delivers that data throughout the enterprise; PowerExchange that enables IT organizations to access the sources of enterprise data without having to develop custom data access programs; and Informatica Data Services for finding, integrating, and managing data across the enterprise. It also provides Data Quality, which delivers data quality to stakeholders, projects, and data domains; Master Data Management that provides consolidated business-critical data; and B2B Data Exchange software for multi-enterprise data integration. In addition, the company offers application information lifecycle management products to manage various phases of the data lifecycle, from development and testing to archiving and retirement; complex event processing to detect, correlate, analyze, and respond to data-driven events; Ultra Messaging products, which enables ultra low latency messaging; and Cloud that delivers purpose-built data integration cloud applications to allow business users to integrate data across cloud-based applications, and on-premise systems and databases. Further, it offers product-related customer support, consulting, and education services. Informatica Corporation serves aerospace, automotive, energy and utilities, entertainment/media, financial services, healthcare/life sciences, high technology, insurance, manufacturing, public sector, retail, services, telecommunications, and travel/transportation industries through its direct sales force, as well as through systems integrators, resellers, distributors, and original equipment manufacturer partners. The company was founded in 1993 and is headquartered in Red wood City, California.

Advisors' Opinion:
  • [By Tim Beyers]

    Informatica (NASDAQ: INFA  ) also saw its shares jump after exceeding Q1 revenue targets, a nice switch for a company that had suffered stalling sales in the wake of the European debt crisis. During the quarter, the company signed 19 deals with more than $1 million.

  • [By gurujx]

    Informatica Corporation (INFA): CFO, CAO, EVP-GCS, Secretary Earl Fry Sold 110,000 Shares

    CFO Earl Fry sold 110,000 shares of INFA stock on Oct. 31 at the average price of $38.68. Earl Fry owns at least 261,767 shares after this. The price of the stock has decreased by 1.45% since.

Hot Integrated Utility Companies To Buy For 2015: Katy Industries Inc (KATY)

Katy Industries, Inc. (Katy) is a manufacturer, importer and distributor of commercial cleaning and storage products. The Company�� commercial cleaning products are sold primarily to janitorial/sanitary and foodservice distributors that supply end users, such as restaurants, hotels, healthcare facilities and schools. The Company�� storage products are primarily sold through home improvement and mass market retail outlets. Continental Commercial Products, LLC (CCP) is its wholly owned subsidiary and includes as divisions all of its business units. The Company�� business units are Continental, Contico, Container, Gemtex, Glit and Wilen. On October 4, 2011, the Company sold all assets and certain liabilities related to the DISCO division of CCP to DISCO Acquisition Corp. In February 2014, Katy Industries Inc completed the acquisition of Fort Wayne Plastics, Inc.

The Continental business unit is a plastics manufacturer and an importer and distributor of products for the commercial janitorial/sanitary maintenance, industrial and food service markets. Continental products include commercial waste receptacles, buckets, mop wringers, janitorial carts, and other products designed for commercial cleaning and food service. Continental products are sold under the brand names, such as Continental, Kleen Aire, Huskee, SuperKan, King Kan, Unibody, Tilt-N-Wheel, Wall Hugger, Collossus, Corner��Round, Rountop, Swingline, Kleen Tech and Structo Tuff.

The Contico business unit is a plastics manufacturer and distributor of home and tool storage products, sold primarily through home improvement and mass market retail outlets. Contico products include plastic home storage units, such as domestic storage containers, tool boxes, shelving and hard plastic gun cases and are sold under the brand names Contico and Tuffbin. Contico is a registered trademark used under license from Contico Manufacturing Limited.

The Container business unit is a plastics manufacturer and distributor ! of industrial storage drums and pails for commercial and industrial use. Products are sold under the Contico and Contico Container brand names.

The Gemtex business unit is a manufacturer and distributor of resin fiber disks and other coated abrasives for the original equipment manufacturer (OEM), automotive, industrial and home improvement markets. Gemtex products are sold under the brand names Trim-Kut and Grind R.

The Glit business unit is a manufacturer and distributor of non-woven abrasive products for commercial and industrial use and also supplies materials to various OEMs. Glit non-woven products include floor maintenance pads, hand pads, scouring pads, specialty abrasives for cleaning and finishing, growth medium and roof ventilation products. These products are sold primarily in the commercial sanitary maintenance, food service, industrial and construction markets under the brand names, such as Glit, Kleenfast, Glit/Microtron, Fiber Naturals, Blue Ice, Brillo, Cyclone, Cyclone D, Sponge Pro, Wipe Clean Pro, Joey, Jackeroo, Buckaroo, Cocopad, Safire and WalnutPad. Brillo is a registered trademark used under license from Armaly Brands, Inc. and BAB-O is a registered trademark used under license from Fitzpatrick Bros., Inc.

The Wilen business unit is a manufacturer, importer and distributor of professional cleaning products that include mops, brooms, brushes and plastic cleaning accessories. Wilen products are sold primarily through commercial sanitary maintenance, industrial and food service markets, with some products sold through consumer retail outlets. Products are sold under the brand names, such as Wilen, Wax-o-matic, Rototech, ErgoWorx and Derma-Tek.

Advisors' Opinion:
  • [By Chris Mydlo]

    The guru, Mario Gabelli, purchased 724,729 shares of Katy Industries (KATY). According to the 13D filed with the SEC on March 21, 2014, Gabelli is deemed to have beneficial ownership of the securities owned by Gabelli Funds, GAMCO, Teton Advisors and MJG Associates. The total amount of shares owned is 1,711,045, representing 21.52% of the shares outstanding. Katy engages in the manufacture, import and distribution of commercial cleaning and storage products for commercial janitorial/sanitary maintenance, industrial, foodservice, mass merchant retail and home improvement markets in the U.S., Canada and Europe.

10 Best Beverage Stocks For 2015: First Commonwealth Financial Corporation(FCF)

First Commonwealth Financial Corporation operates as the holding company for First Commonwealth Bank that provides consumer and commercial banking services to individuals and small and mid-sized businesses in central and western Pennsylvania. The company offers personal checking accounts, interest-earning checking accounts, savings accounts, health savings accounts, insured money market accounts, debit cards, investment certificates, fixed and variable rate certificates of deposit, and IRA accounts. It also provides secured and unsecured installment loans, construction and mortgage loans, safe deposit facilities, credit lines with overdraft checking protection, and student loans, as well as Internet and telephone banking, and automated teller machine services. In addition, the company offers commercial banking services, including commercial lending, small and high-volume business checking accounts, on-line account management services, ACH origination, payroll direct deposi t, commercial cash management services, and repurchase agreements. Further, it provides various trust and asset management services, as well as a complement of auto, home, business, and term life insurance. Additionally, the company offers annuities, mutual funds, stock, and bond brokerage services through an arrangement with a broker-dealer and insurance brokers. It operates 115 community banking offices in western Pennsylvania and 2 loan production offices in downtown Pittsburgh and State College, Pennsylvania. The company was founded in 1982 and is headquartered in Indiana, Pennsylvania.

Advisors' Opinion:
  • [By Fast Weekly]

    Okay, good, so Unilever has been able to consistently grow its revenue per share over the past seven or eight years. Other than a couple of large spikes in the late 1990s and early 2000s the revenue per share has been growing steadily since at least the mid 1990s. Thinking back to similar U.S.-based companies I've recently reviewed, Unilever's revenue growth rate seems to be slower than their U.S. rivals, which may help explain Unilever's lower valuation than some of the U.S.-based rivals. Now let's take a closer look at the earnings-per-share (EPS) and free-cash-flow per share (FCF) growth.

  • [By Fede Zaldua]

    Eni (E) is an authentic cash cow for its shareholders. I believe the company will be able to sustain a greater than 6% cash dividend yield in 2014 even when the company's estimated 2015 free cash flow (FCF) yield is at just 4%. Asset sales as well as high oil prices should help the company meet its capex requirements and to continue giving back cash to shareholders through dividends. The recent sale of its stake in Sever Energia to the Novatek-GazpromNeft Joint Venture represents a clear hint into the company's strategy. After all, Eni's portfolio has several high quality disposal candidates which could attract the industry's interest – the first disposal candidate that comes to my mind is the remaining 8% stake Eni owns in Galp. The Italian oil and gas leader, which is held by Tom Gayner, sells for 12.5 times 2014 earnings and 5.5 times EV/EBITDAX.  

Hot Integrated Utility Companies To Buy For 2015: Violin Memory Inc (VMEM)

Violin Memory, Inc., incorporated on March 9, 2005, is pioneering a new class of flash-based storage systems that are designed to bring storage performance in-line with high-speed applications, servers and networks. The Company�� Flash Memory Arrays are specifically designed at each level of the system architecture starting with memory and optimized through the array to leverage the inherent capabilities of flash memory and meet the sustained requirements of business-critical applications, virtualized environments and Big Data solutions in enterprise data centers. The Company�� Velocity Peripheral Component Interconnect Express (PCIe), Flash Memory Cards leverage its persistent memory-based architecture in servers and are optimized for applications that require continuous access to quantities of low latency persistent memory located directly in servers.

The Company�� storage systems are based on a four-layer hardware architecture, which is integrated with its Violin Memory Operating System (vMOS), software stack to optimize the management of flash memory at each level of its system architecture. The Company�� Velocity PCIe Flash Memory Cards leverage its expertise in persistent memory-based storage and controller design, as well as its vMOS software stack, to offer a differentiated architecture in a deployable PCIe form factor.

Advisors' Opinion:
  • [By Jayson Derrick]

    Violin Memory (NASDAQ: VMEM) dove following its third quarter results and guidance that was released last night. The company reported a third quarter EPS loss of $0.63 while the Street was looking for a loss of $0.47. Revenue of $28.3 million fell short of the Street's expectation of $31.7 million. Shares were downgraded by J.P. Morgan, (NYSE: JPM) Deutsche Bank (NYSE: DB) and Pacific Crest. Shares lost 48.33 percent, closing at $3.10.

Hot Integrated Utility Companies To Buy For 2015: Giant Interactive Group Inc (GA)

Giant Interactive Group Inc. (Giant Interactive), incorporated on July 26, 2006, is an online game developer and operator in China. The Company focuses on massively multiplayer online role playing games (MMORPG) that are played through networked game servers, in which a number of players are able to simultaneously connect and interact. The Company operates 11 online games, among which nine are self-developed, including the five games in the Zheng Tu (ZT) Online Series. As of December 31, 2010, its game development team consisted of 934 members, which includes product development and enhancement teams for each of its MMORPG and multiplayer online (MMO) games.

In January 2010, the Company acquired China operation licenses for Elsword and Allods Online, two three dimensional (3D) MMORPGs. In November 2010, the Company acquired Julun Network. On December 6, 2010, Zhengtu Information, Giant Network and Shanghai Juyan Network Technology jointly established Beijing Huayi Juren Information Technology Co., Ltd with 51%, 34% and 15% interest, respectively. On December 31, 2010, Zhengtu Information sold its 51% interest in Huayi Juren Information to Huayi Brothers Media Corporation. In May 2010, the Company acquired Snow Wolf.

The Company has built nationwide distribution and marketing networks to sell and market its prepaid game cards and game points. As of December 31, 2010, its distribution network consisted of more than 130 non-exclusive regional distributors and reached over 96,000 retail outlets, including Internet cafes, software stores, supermarkets, bookstores, newspaper stands and convenience stores located throughout China. The Company also sells game points through its official game Website. The Company generates its revenues from licensing of its games to third party operators in other territories, including Hong Kong, Macau, Taiwan, Malaysia, Singapore, Vietnam, Russia and other Russian speaking territories. In addition, it has also licensed its ZT Online Green Edition to! Shenzhen Tencent Computer Systems Company Limited (Tencent), on a non-exclusive basis for operation of such game on Tencent�� QQ game platform in China.

ZT Online

ZT Online is a two-dimensional, online role-playing game set in ancient China, and was the first game that was wholly developed by its internal product development team. ZT Online players assume one of five different roles, including soldiers and magicians, in 10 different kingdoms. In order to play ZT Online, players must log into one of multiple shards, or independent copies of the game world. Players can only interact with other players in his or her respective shard at any given time, and its technology enables players to travel among the different shards. The Company has developed technology for use in ZT Online that allows up to 40,000 players to play together in a single shard at any given time. ZT Online is free of charge to play. Players may purchase physical or virtual prepaid game cards and game points on its game Website or from Internet cafes and other distribution points, which allow their characters to obtain gold coins, one of the currencies used in the ZT Online game. Players may also earn silver coins for their characters when they fulfill tasks or adventures in the game world.

The game has gold coin vouchers, which are offered both as a salary to players who meet certain requirements and as a reward in connection with certain of its promotions. Players may trade silver coins for gold coins, and vice-versa, inside the game. Neither gold coins, gold coin vouchers, nor silver coins may be used by players to purchase any items or services outside of the ZT Online game. ZT Online allows players to purchase a range of virtual items and services for their characters using their gold and/or silver coins. These include weapons, clothing, pets, ceremonies and rites, and others. Weapons may be repaired or replaced by purchases of certain in-game raw materials or by payment of additional gold or! silver c! oins. ZT Online offers a play experience, where players can choose to enter the game 24 hours a day, seven days a week. ZT Online can be accessed from any location with an Internet connection. It has licensed ZT Online to Lager Network for operation in Hong Kong, Macau, Taiwan, Malaysia and Singapore, licensed ZT Online to VinaGame for operation in Vietnam, and licensed ZT Online to Atrum Nival for operation in the Russia and other Russian speaking territories.

ZT Online PTP

ZT Online PTP is pay-to-play MMORPG game developed by the Company, and is based on the ZT Online free-to-play game. As in ZT Online, players assume one of five different roles in 10 different kingdoms. ZT Online PTP also requires players to log into one of multiple shards, while enabling players to travel between different shards. ZT Online PTP requires players to pay to play the game by purchasing physical or virtual prepaid game cards on its game Website or from Internet cafes and other distribution points. ZT Online PTP shares the same graphics and system requirements as ZT Online.

Giant Online

Giant Online is a military-themed MMORPG. Giant Online players may assume one of 14 different roles, such as detectives and spies. As with ZT Online, the game world in Giant Online is divided into a number of regions. Each player must guide his or her character to develop skills and cooperate with other players to fight against players from other regions. Players can equip their characters with a range of modern weaponry. Apart from waging war, characters can also engage in forms of in-game social interaction, such as friendship and even romance. Giant Online enables players, and groups of players, to purchase a range of virtual items and services. These virtual items and services include weapons, vehicles and pets. Giant Online is a 2.5 dimensional game, the background and items in the game are depicted three dimensionally, while the characters are depicted two dimensionally.

King of! Kings III

K III is a three-dimensional online role-playing experience set in a European-style magical world. Players assume the roles of K III heroes as they explore across a virtual world of forests and medieval cities and castles. K III is the third episode of the King of Kings series of MMORPGs.

My Sweetie

My Sweetie is a 2.5D free-to-play casual MMO game, which allows players to create virtual characters, raise virtual pets on their personal computer desktops and go online to interact with other virtual pet-owners. My Sweetie is the game developed pursuant to its Win@Giant program.

XT Online is a 2.5D ancient Chinese martial arts MMORPG that was developed by Snow Wolf, a game development studio. XT Online enables users to practice different schools or styles of martial arts with the goal of becoming a master, while focusing on brotherhood and trust-building with other martial artists. The Golden Land is a free-to-play medieval strategy browser game, which was developed by Juhe Network, one of its 51% owned game development studios. ZT Online II is an internally-developed free-to-play 2D sequel to its game ZT Online. ZT Online II was developed by an internal studio that it is reorganizing into Jujia Network, one of its 51% owned game development studios.

Dragon Soul is an internally developed 3D ancient Chinese MMORPG developed by Chengdu Jufan Network Technology Co. Ltd. (Jufan Network) one of its 51% owned game development studios. Spirits of the Warriors is a free-to-play 3D MMORPG based on the Three Kingdoms period of ancient Chinese history.

Advisors' Opinion:
  • [By Kevin Chen]

    Two companies that seem on an unstoppable path of profits are Giant Interactive� (NYSE: GA  ) and NetEase (NASDAQ: NTES  ) .�Meanwhile, Shanda Games� (NASDAQ: GAME  ) and Perfect World� (NASDAQ: PWRD  ) haven't done as well.

  • [By Jake L'Ecuyer]

    Equities Trading UP
    Giant Interactive Group (NYSE: GA) shot up 12.29 percent to $11.36 after the company received a non-binding proposal to acquire the company for $11.75 per share.

  • [By Jake L'Ecuyer]

    Equities Trading UP
    Giant Interactive Group (NYSE: GA) shot up 11.97 percent to $11.34 after the company received a non-binding proposal to acquire the company for $11.75 per share.

Hot Integrated Utility Companies To Buy For 2015: Cosan Ltd (CZZ)

Cosan Limited (Cosan), incorporated on April 30, 2007, is a holding company. The Company is engaged in the production of ethanol and sugar, the marketing and distribution of fuel and lubricants in Brazil, and logistics services in the state of Sao Paulo, Brazil. The Company imports, exports, produces and sells ethanol, sugar, sugarcane and other sugar by-products. It distributes and sells fuel and other fuel by-products. The Company produces and markets electricity, steam and other co-generation by-products. During the fiscal year ended March 31, 2011 (fiscal 2011), it operated 24 mills. On February 18, 2011, Cosan, through its subsidiary Cosan S.A. Acucar e Alcool acquired 100% of the voting corporate capital of Cosan Araraquara Acucar e Alcool Ltda., (Usina Zanin).

The Company operates in three in segments: sugar and ethanol (S&E), fuel distribution and lubricants (CCL) and sugar logistics (Rumo Logistica). The sugar and ethanol segment operates and produces a range of sugar products, including raw, organic, crystal and refined sugars and consumer products under the Da Barra and Uniao brands, which are sold to a range of customers in Brazil and abroad, as well as produces and sells hydrous, anhydrous and industrial ethanol, which are sold to the Brazilian market. The sugar and ethanol segment also includes energy co-generation activities and land development businesses. Its fuel distribution and lubricants segment includes the distribution and marketing of fuels, mainly through franchised network of service stations under the brand Esso throughout the national territory, and production, distribution and marketing of lubricants licensed from ExxonMobil International Holdings B.V.. Its sugar logistics segment provides logistics services for the transport, storage and port lifting of sugar.

Sugar and Ethanol segment

As of March 31, 2011 the Company leased 437,698 hectares, through 2,128 land lease contracts with an average term of five years. During fiscal 2011,! it harvested from owned or leased lands 27.4 million tons, of the sugarcane and purchased from third-party growers the 26.8 million tons of sugarcane. During fiscal 2011, its accumulated sugar extraction was 139.0 kilograms of total sugar recovered (TSR) per ton of sugarcane and its agricultural yield was 91.4 tons of sugarcane per hectare. It produces ethanol through a chemical process called yeasting. It produces and sells three types of ethanol: hydrous ethanol and anhydrous ethanol for fuel and industrial ethanol. It sells ethanol through gasoline distributors in Brazil mainly at the mill that sell it to retailers that then sell it at the pump to customers.

During fiscal year 2011, the Company sold 4.3 million tons of sugar. The Company produces a range of standard sugars, including raw sugar, crystal sugar and organic sugar, and refined sugars, including granulated refined white sugar, amorphous refined sugar, refined sucrose liquid sugar and refined inverted liquid sugar. Its Sao Francisco mill and the Da Barra mill produce refined sugar. It also sells industrial alcohol, which is used in the chemical and pharmaceutical sectors. It sells sugar to a range of customers in Brazil and in the international markets. Its customers in Brazil include retail supermarkets, foodservice distributors and food manufacturers, for which it sells refined and liquid sugar.

Fuel distribution and lubricants

The Company�� fuel distribution business is engaged in sourcing, storing, blending and distributing primarily gasoline, ethanol, diesel and fuel oil through its retail network of approximately 4,500 Esso and Shell-branded stations. During fiscal 2011, it sold approximately 1.03 billion liters of fuels, consisting of 96.0% diesel and 4.0% gasoline, ethanol and other fuels to its industrial and wholesale clients. During fiscal 2011, Cosan Combustiveise Lubrificantes S.A. (CCL) sold a total of 166.4 million liters of lubricants. Its lubricant operations consist of a wholly o! wned Lubr! icants Oil Blending Plant (LOBP), located in Rio de Janeiro, with annual production capacity of 1.4 million barrels of lubricants per year, including 48,000 barrels of grease per year.

Sugar Logistics

The Company owns and operates a sugar-loading terminal at the Port of Santos in the State of Sao Paulo through its subsidiary Rumo Logistica. It offers logistics solution to sugar producers located in the Center South of Brazil by transporting sugar from the mill by truck or rail to be loaded at its bulk sugar port terminal in Santos. It also offer sugar storage services.

The Company competes with Copersucar, Sudzucker AG, Petrobras, Ultrapar S.A., Shell Brasil Ltda. and AleSat Combustiveis S.A.

Advisors' Opinion:
  • [By Maxx Chatsko]

    Partnership outlook
    I am still hoping that Codexis will be tapped by Raizen, a joint venture between Shell and sugar giant Cosan (NYSE: CZZ  ) , as its exclusive cellulase enzyme provider. Raizen has not been shy about its cellulosic ethanol ambitions -- planning a 10 million gallon per year facility -- but has yet to choose an enzyme technology. Investors should be careful not to assume that Codexis is a lock for the partnership (Raizen is the largest investor in Codexis), but with more than 580 million gallons of first-generation ethanol capacity the opportunity is enormous.

  • [By Maxx Chatsko]

    Lesson learned
    The financial situation at Amyris is less than enviable. Whereas fellow industrial biotech company Solazyme has hit every major milestone and had no problem raising funds, Amyris has had to take the more dilutive route for shareholders. Still, large commercial partners Total (NYSE: TOT  ) and Cosan (NYSE: CZZ  ) haven't backed down in their support of the company. Total upped its investment in Amyris during several rough patches in the past year after incurring significant paper losses on the roughly 20% stake in the company. Total even has its own webpage for the partnership, which speaks to its long-term vision for Amyris' platform, especially in renewable diesel.

  • [By Dan Caplinger]

    ADM's renewable-fuel business grabs most of the attention from investors. The drought has also had a big impact in this segment as well, as ADM has had to idle ethanol production facilities because of low corn supplies following the drought. Moreover, with sugar-based ethanol competitors Bunge (NYSE: BG  ) and Cosan (NYSE: CZZ  ) already benefiting from pricing disparities between sugar and corn, prospects of potential tariffs on U.S. ethanol in Europe could give Brazilian sugar-based ethanol a competitive advantage, further hurting ADM.

Hot Integrated Utility Companies To Buy For 2015: Palo Alto Networks Inc (PANW)

Palo Alto Networks, Inc., incorporated in March 2005, offers a network security platform that allows enterprises, service providers, and government entities to secure their networks. The core of its platform is the Company�� firewall that delivers natively integrated application, user, and content visibility and control through its operating system, hardware, and software architecture. The Company primarily sells its products and services to end-customers through distributors, resellers, and partners, and directly to end-customers (collectively partners), who are supported by its sales and marketing organization, in the Americas, in Europe, the Middle East, and Africa (EMEA), and in Asia Pacific and Japan (APAC). Its products and services can address a range of its end-customers��network security requirements, from the data center to the network perimeter, as well as the distributed enterprise, which includes branch offices and a number of mobile devices. It introduced PA-5000 Series and GlobalProtect subscription service in March 2011 and the PA-200 and WildFire subscription service in November 2011.

The Company�� platform is delivered in an appliance form factor and includes a suite of subscription services, as well as support and maintenance. Its subscription services can be activated on any of its appliances. All of the Company�� appliances incorporate its PAN-OS operating system and are based on its identification technologies, App-ID, User-ID, and Content-ID, which allow security policies to be defined within the context of applications, users, and content. It delivers these capabilities through a single-pass parallel processing architecture that simultaneously performs multiple identification, security and networking functions. The Company serves the enterprise network security market, which consists of Firewall/ Virtual Private Network (VPN), Unified Threat Management (UTM), Web Gateway, Intrusion Detection and Prevention (IDP/IPS), and VPN technologies. The Company deriv! ed 62% of its total revenue from the Americas, 27% from Europe, the Middle East, and Africa (EMEA), and 11% from Asia Pacific and Japan (APAC) as of January 31, 2012.

The Company derives revenue from sales of its products and services, which together comprise its platform. Product revenue is primarily generated from sales of its Firewall. The Company�� Threat Prevention, universal resource locator (URL) Filtering, and GlobalProtect subscriptions provide its end-customers with real-time access to the antivirus, intrusion prevention, Web filtering, and malware protection capabilities across fixed and mobile devices. The Company�� application classification engine, called App-ID, uses multiple identification techniques to determine the exact identity of applications traversing the network. App-ID is the foundational classification engine that provides the core traffic classification to all other functions in its platform. The App-ID classification is used to invoke other security functions.

App-ID uses a series of classification techniques to identify an application. App-ID classifies all network traffic, including business applications, consumer applications, and network protocols, across all ports. User-ID integrates its platform with a range of enterprise user directories and technologies, including Active Directory, eDirectory, Open LDAP, Citrix Terminal Server, Microsoft Exchange, Microsoft Terminal Server, and ZENworks. Content-ID is a collection of technologies that enables its subscription services. Content-ID combines a real-time threat prevention engine, cloud-based analysis service, and a URL categorization database to limit unauthorized data and file transfers, detect and block a range of threats, and control non-work related Web surfing. Its WildFire, cloud-based analysis service provides a real-time analysis engine for detecting previously unseen malware. Its URL filtering database consists of millions of URLs across many categories and is designed to monitor a! nd contro! l employee Web surfing activities. Single-Pass Parallel Processing Architecture (SP3) has two elements: single-pass software and parallel processing hardware.

The PAN-OS Operating System operating system provides the foundation for its network security platform and contains App-ID, User-ID, and Content-ID. PAN-OS performs the core functions of its platform, while also providing the networking, security, and management functions needed for implementation. The PAN-OS networking functions include dynamic routing, switching, high availability, and VPN support, which enables deployment into a range of networking environments. PAN-OS also includes attack protection capabilities, such as blocking invalid or malformed packets, IP defragmentation, TCP reassembly, and network traffic normalization. The Company also offers, such as application traffic management, solution design and planning, configuration, and firewall migration. Its education services provide classroom-style training and are primarily delivered through its partners.

The Company competes with Cisco, Juniper, Intel, IBM, HP, Check Point Software, Fortinet and Sourcefire.

Advisors' Opinion:
  • [By Reuters]

    Peter Parks, AFP/Getty ImagesThe 12-story building in Shanghai's northern suburb of Gaoqiao where a Chinese military-led hacking group allegedly conducted a series of attacks on U.S. companies networks. BOSTON -- Cybersecurity company FireEye has acquired Mandiant, the computer forensics specialist best known for unveiling a secretive Chinese military unit believed to be behind a series of hacking attacks on U.S. companies. FirEye (FEYE) shares jumped more than 20 percent after Thursday's announcement of the $1.05 billion cash-and-stock deal, which FireEye said closed Monday. It unites two companies with relatively new technologies for thwarting cyber attacks, and brings together two of the most-respected executives in the security industry: FireEye CEO Dave DeWalt and Mandiant founder Kevin Mandia. While sales of older anti-virus products have been on the decline, security experts expect strong growth in both FireEye's cloud-based systems for detecting malicious software and Mandiant's software that analyzes cyber attacks. About a year ago the two companies entered into a technology development agreement that made it easier to deploy their products together. With the merger, FireEye will gain Mandiant's team of forensics investigators. "They have these very strong Navy 'cyber' Seals who respond to breaches and are very good at what they do," DeWalt said about Mandiant. He had previously served as chairman of Mandiant's board. "My aim is to create the strongest security company in the world," DeWalt said in an interview. FireEye, which has yet to post a profit, said the acquisition will be immediately accretive to earnings and expects the combined company's revenue to grow about 50 percent this year. In comparison, Symantec (SYMC), the biggest maker of anti-virus software, has said it expects fiscal 2014 revenue to drop 3 percent to 4 percent. Mandiant is best known for its forensics services. The company rose to prominence in February 2013 when it pu

  • [By Dan Caplinger]

    On the other side of the spectrum is Palo Alto Networks (NYSE: PANW  ) , which has fallen 10% following its earnings report last night. Citing federal spending cuts and poor conditions in Europe, Palo Alto reported weaker-than-expected sales despite seeing year-over-year growth of 54%. Even worse, the company expects current-quarter revenue growth to slow to about 42% year over year, reflecting a much faster deceleration than the stock's valuation implied. Given the huge amount of competition in the data- and cyber-security industry, Palo Alto and its virtual firewalls aren't guaranteed to win out over the company's rivals.

  • [By Rex Crum]

    Network-security technology company Palo Alto Networks Inc. (PANW) �rose 3.7% to end the day at $59.99. Late Monday, Palo Alto said it would acquire privately held cyber-security technology company Morta Security for an undisclosed amount.

  • [By Jake L'Ecuyer]

    Palo Alto Networks (NYSE: PANW) was also up, gaining 6.89 percent to $49.26 after the company reported better-than-expected fiscal first-quarter results.

Hot Integrated Utility Companies To Buy For 2015: Ambit Biosciences Corp (AMBI)

Ambit Biosciences Corporation, incorporated on May 17, 2000, is a biopharmaceutical company. The Company focused on the discovery, development and commercialization of drugs to treat unmet medical needs in oncology, autoimmune and inflammatory diseases by inhibiting kinases that are important drivers for those diseases. The Company�� lead drug candidate, quizartinib, is in Phase IIb clinical development in patients with relapsed/refractory acute myeloid leukemia (AML). The Company�� second drug candidate in clinical development, AC410, is a potent, selective, orally-administered, small molecule inhibitor of Janus kinase 2 (JAK2) that has potential utility for the treatment of autoimmune and inflammatory diseases. The Company�� third program consists of two selective small molecule compounds, AC708 and AC855, which inhibit the colony-stimulating factor-1 receptor (CSF1R), a receptor tyrosine kinase.

Quizartinib

The Company�� lead drug candidate, quizartinib, is a once-daily, orally-administered, potent and selective inhibitor of FLT3, a validated target in the treatment of AML, and is in Phase IIb clinical development. The FLT3-ITD mutation acts like a power switch that causes leukemic cells, or blasts, to spread more aggressively and grow back more rapidly following chemotherapy, conferring an especially poor survival outcome. Quizartinib is designed to turn off this switch. The Company is developing a companion diagnostic test with Genoptix Medical Laboratory, a Novartis company, to identify FLT3-ITD positive patients.

AC410

The Company�� advanced drug candidate, AC410, is a potent, selective, orally-administered, small molecule inhibitor of JAK2, which has potential utility for the treatment of autoimmune and inflammatory diseases. Signaling through JAK controls the activation, proliferation and survival of various types of immune cells, and overactivation of such cells can exacerbate a range of normal inflammatory processes, resulting i! n inflammation. The Company�� initial JAK2 drug candidate, AC430, is a racemic mixture (50/50) of two enantiomers (mirror images), AC410 and AC409, and was studied in a Phase I clinical trial.

CSF1R Program

The Company is developing two potent and exquisitely selective small molecule compounds, AC708 and AC855 that both inhibit CSF1R and have potential utility in oncology, autoimmune and inflammatory diseases. Signaling through CSF1R controls the activation, proliferation and survival of macrophages, which are key mediators of immune system function and over-activation of macrophages, may result in exacerbation of certain diseases.

The Company competes with Abbvie Inc., Akinion Pharmaceuticals AB, Amgen Inc., ARIAD Pharmaceuticals, Inc., AROG Pharmaceuticals, LLC, ArQule, Inc., Astellas, AstraZeneca plc, Bayer AG, Celgene Corporation, Daiichi-Sankyo Company Limited, Galapagos NV, GlaxoSmithKline plc, Incyte Corporation, Janssen Pharmaceuticals, Inc., Johnson & Johnson, Eli Lilly and Company, Novartis, Onyx Pharmaceuticals, Inc., Pfizer, Rigel Pharmaceuticals, Inc., F. Hoffman-LaRoche Ltd, and Vertex Pharmaceuticals Incorporated.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Ambit Biosciences Corp. (AMBI) �shares fell more than 37% to $8 in moderate volume. The small-cap biotech said it will not file an accelerated approval application with the Food and Drug Administration for its leukemia drug quizartinib after the agency disagreed with the company about the use of certain study data to support the drug�� efficacy.

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