Thursday, December 1, 2016

free penny stock picks

Pokemon Go plots your location in a virtual map. Robert Libetti Robert Libetti

There is no doubt that Pok茅mon�Go is an inescapable force. But can it solve the ills facing the beaten down retail industry?

Yes, according to Cowen analyst Oliver Chen. As he puts it, the new smart phone game from�Nintendo (NTDOY), which is sending normally sane adults running about in an effort to capture virtual monsters, ��has the power to transform retail if stores can capitalize upon new traffic and become integrated into an entertainment experience in an authentic brand appropriate manner.��

Chen says he has never seen a game get this big this fast, or monetize at the rate Pok茅mon�Go is. Smart retailers can jump on the bandwagon and use the game to reverse falling traffic trends. Also, merchants focused on health and wellness are particularly�well positioned to cash in on the craze.

free penny stock picks: Whiting Petroleum Corporation(WLL)

Advisors' Opinion:
  • [By Ben Levisohn]

    The $50/Bbl Question Is Answered �� In our June 2nd note entitled, ��Rethinking Risk/Reward on High Beta E&Ps,�� we highlighted that $50/Bbl is a critical level as it is around which many E&Ps have indicated they would begin either utilizing drilled-but-uncompleted (DUC) wells and/or increasing activity. Thus, with the NYMEX strip exceeding ~$50/Bbl in H2��16 and 2017, the question becomes, ��What will E&Ps do next?�� In our note we distinguished which oilier SMID Caps could organically accelerate at current NYMEX strip prices without further leveraging the balance sheet and which would still require higher oil prices. We ranked WPX third, behind�Oasis Petroleum (OAS) and Whiting Petroleum (WLL) in terms of its ability to accelerate through the drill-bit while keeping the balance sheet intact. For WPX we concluded that without increasing activity beyond our base case assumptions or higher oil prices, leverage would increase by 0.8x in 2017. However with accelerated activity and corresponding higher outspend (via more Williston DUCs and an addt��l Permian rig), we forecast WPX could further grow production next year and keep leverage flattish at ~3.5x Net Debt/EBITDAX. We think today��s announcements confirm our thesis, as WPX increased 2016 Williston activity and issued equity to facilitate this addt��l spend plus potential activity acceleration in 2017/2018 without adding more debt.

  • [By Ben Levisohn]

    Productivity analysis favors stock picking framework of ��shale scale�� + ��the next rung down.�� We continue to maintain our Buy ratings on several ��shale productivity�� winners such as�EOG Resources (CL),�Diamondback Energy (CL),�PDC Energy (CL),�Pioneer Natural Resources and RSP Permian, while increased visibility in a path towards oil price recovery has heightened our confidence in next rung down stocks such as Hess (HES) (CL), Anadarko Petroleum (APC), Encana (ECA), Carrizo Oil & Gas (CRZO) and Whiting Petroleum (WLL). While our well results analysis supports our thesis on these shale scale winners, we note that a number of these higher beta stocks also screened particularly well, further bolstering our view on these equities.

  • [By Ben Levisohn]

    Stifel’s Michael Scialla and Daniel Guffey warn investors not to chase the biggest gainers among the exploration & production stocks, including Denbury Resources (DNR) and Whiting Petroleum (WLL), and instead stick with more stable fare such as Anadarko Petroleum (APC), Rice Energy (RICE), and Continental Resources (CLR). They explain:

  • [By Lisa Levin]

    Energy shares surged around 1.85 percent in trading on Monday. Top gainers in the sector included Legacy Reserves LP (NASDAQ: LGCY), Whiting Petroleum Corp (NYSE: WLL), and Atwood Oceanics, Inc. (NYSE: ATW).

  • [By Robert Rapier]

    Whiting Petroleum (WLL) is one of Continental's biggest competitors in the Bakken. Whiting is the second-largest oil producer in North Dakota, averaging 82,500 barrels of oil equivalent (BOE) of production in 2012, across more than 700,000 acres of leased land.

  • [By Ben Levisohn]

    Credit Suisse analysts�Mark Lear and team explain why they upgraded�Whiting Petroleum (WLL) to Outperform from Neutral:

    Bloomberg News

    We upgrade�Whiting Petroleum to Outperform and raise our target price to $14 per share (from $13/sh) given Whiting Petroleum��s significant beta to a higher mark to market 2Q16 WTI price. Our target price is further aided by a recent debt exchange whereby the company was able to remove $1.065bn of debt principal through the use of mandatory convertibles. Our $14/sh target price…is based on an assumption of max dilution, with actual shares issued on the convertible debt depending on how Whiting Petroleum��s stock trades over the next few weeks. This exchange came on the heels of a smaller 1Q16 announcement which removes ~$477mm of debt from the balance sheet.

    In the most recent exchange, the minimum mandatory conversion price has a lower bound at $8.75 per share, which when coupled with macro fears appears to have unjustly hurt and kept the stock range-bound since the announcement, as�Whiting Petroleum is down ~34% over the past month relative to the XOP up ~2%. However, an extensive inventory in the core of the Williston coupled with improving type curves from larger completions which are increasing validated in state production data provide compelling near term catalysts as we expect drilling activity to accelerate in 2017 at the latest. Meanwhile, asset sales remain another key catalyst with remaining assets on the block including North Ward Estes and the monetization of Whiting Petroleum��s Williston Basin gas plants.

    Lear also sees strong “upside potential” for�Concho Resources (CXO), Pioneer Natural Resources (PXD) and Newfield Exploration (NFX) as well performance improves in the Permian/STACK, and also writes positively on Devon Energy (DVN).

    Not that the upgrade is doing much good today. Shares of�Whiting Petroleum have dropped 1.4% to $8.68 at 1:59 a.m. today, wh

free penny stock picks: Madison Square Garden Inc.(MSG)

Advisors' Opinion:
  • [By Monica Gerson]

    Madison Square Garden Co (NYSE: MSG) is estimated to report a quarterly loss at $0.34 per share on revenue of $325.53 million.

    Gogo Inc (NASDAQ: GOGO) is projected to report a quarterly loss at $0.42 per share on revenue of $137.58 million.

  • [By Ian Wyatt, Publisher & Chief Investment Strategist, Wyatt Investment Research]

    Meanwhile, Mark Boyar, of The Boyar Value Fund, recommends another household name: Madison Square Garden (MSG). He thinks the Dolan family could take the company private.

free penny stock picks: Salesforce.com Inc(CRM)

Advisors' Opinion:
  • [By Chris Lange]

    Salesforce.com, Inc. (NYSE: CRM) reported fiscal third-quarter financial results after markets closed last Thursday. Although Salesforce is competing with Oracle, the former outperformed this week as a result of strong earnings. These strong earnings may feed the fire for a potential acquisition and analysts are hiking their price targets.

  • [By WWW.THESTREET.COM]

    In his "No-Huddle Offense" segment, Cramer said there was no blaming the macro picture during the conference call of Salesforce.com (CRM) , nor Nvidia (NDVA) or Netflix (NFLX) , or even Children's Place.

  • [By Vikram Nagarkar]

    The most interestingly titled story came out two days later on 17th November, with the headline "Why Salesforce.com Might Now Suddenly Acquire Twitter Inc (CRM) (TWTR)". Not only does that make the whole thing sound like a dubious, devious ploy, it also propagates a theory that doesn't make too much sense.

  • [By Diane Alter]

    Companies like Walt Disney Co. (NYSE: DIS), Alphabet Inc. (Nasdaq: GOOGL), Apple Inc. (Nasdaq: AAPL), and Facebook Inc. (Nasdaq: FB) had all been mentioned as potential Twitter buyers. Salesforce.com Inc. (NYSE: CRM) has also been rumored as a suitor.

  • [By Ben Levisohn]

    Sometimes it’s the deals you don’t do that are the best, a fact which sent Salesforce.com’s (CRM) shares skyrocketing to the top of the S&P 500 today.

free penny stock picks: Outerwall Inc.(OUTR)

Advisors' Opinion:
  • [By Monica Gerson]

    Outerwall (NASDAQ: OUTR) dipped 19.33% to $45.15 in the pre-market session after the company lowered its forecast for the third quarter and full year.

  • [By Lisa Levin]

    Outerwall (NASDAQ: OUTR) plummeted 12.08% to $49.21 after the company lowered its forecast for the third quarter and full year.

    JinkoSolar Holding Co (NYSE: JKS) dropped 9.88% to $16.87 after the company announced the offering of 3,500,000 American Depositary Shares.

  • [By Jake L'Ecuyer]

    Equities Trading DOWN
    Shares of Outerwall (NASDAQ: OUTR) were down 16.03 percent to $47.00 after the company lowered its forecast for the third quarter and full year. Werner Enterprises (NASDAQ: WERN) shares tumbled 4.71 percent to $23.26 after the company issued a weak third-quarter profit forecast. Bank of America downgraded the stock from Buy to Neutral. Pandora Media (NYSE: P) down, falling 1.71 percent to $23.58 as the company announced its plans to sell 14 million shares of common stock, including 4 million shares from current stockholders.

  • [By Monica Gerson]

    Shares of Outerwall Inc (NASDAQ: OUTR) surged over 8 percent in Monday's after-hours trading session following news for investors the company has begun the process of exploring strategic and financial alternatives. Outerwall's Board also announced the raising of the company's quarterly dividend from $0.30 to $0.60 per share. Outerwall shares jumped 8.11 percent to $37.18 in the after-hours trading session.

free penny stock picks: CenturyLink, Inc.(CTL)

Advisors' Opinion:
  • [By Ben Levisohn]

    The 20 stocks meeting those requirements are: Ralph Lauren (RL), Time Warner�(TWX), Twenty-First Century Fox�(FOXA), PepsiCo�(PEP), Estee Lauder�(EL), Tesoro�(TSO), XL�(XL), Ameriprise Financial,�(AMP), Unum�(UNM), Merck�(MRK), AbbVie�(ABBV), Gilead Sciences�(GILD), General Dynamics�(GD), Alaska Air�(ALK), United Continental�(UAL), Delta Air Lines�(DAL), Oracle�(ORCL), eBay�(EBAY), Apple�(AAPL), and Centurylink�(CTL).

  • [By Ben Levisohn]

    A rumored merger with CenturyLink (CTL) sent Level 3 Communications (LVLT) soaring to the top of the S&P 500 today.

    Pixabay

    Shares of Level 3 Communications climbed 11% to $51.87 today, even as the S&P 500 declined 0.3% to 2,133.04. CenturyLink didn’t perform too badly, either: It gained 9.7% to $31.

    Wells Fargo’s Jennifer Fritzsche explains why a deal between Level 3 and CenturyLink makes sense:

    WSJ reporting�CenturyLink and�Level 3 are in advanced merger negotiations. While we do not know if true, it looks like�CenturyLink would be the buyer. This makes sense to us. As we wrote in our 7/14 note titled ” Sale Probably Unlikely, But Case For Interest Can Be Made”, we believe a�Level 3 merger or purchase could make sense for a telecom carrier looking to deepen its fiber presence both inside and outside of its network.�CenturyLink does not have wireless and it has a less robust fiber footprint than some of its peers. We believe�CenturyLink is motivated to be aggressive with its fiber push to keep up with the competition. The addition of�Level 3 helps it do this. (We note that neither management team has commented on the speculation in the news.)

    While we do not know how this would look post deal, we believe there could be significant cost synergies and revenue synergy opportunities. On the cost side, G&A as well as special access come to mind (CenturyLink is a net receiver of Special Access and Level 3is a net payer). While both companies generate significant free cash flow, most of CenturyLink’s is tied up in the dividend (Level 3 does not pay a dividend and has a FCF yield of 6.4%). One of our worries about�CenturyLink has been a looming tax bill–recall Level 3 brings with it $10B in net operating losses.

    BOTTOM LINE: Even in the news of this past week (AT&T (T)/Time Warner (TWX)),�CenturyLink has likely had to think about its competitive positioning in a differen

  • [By Benzinga News Desk]

    On Thursday afternoon, Wall Street Journal reported that CenturyLink (NYSE: CTL) was in advanced talks to merge with Level 3 Communications (NYSE: LVLT). Back on July 13, Benzinga Pro reported Level 3 was reviewing strategic alternatives.

free penny stock picks: Credit Suisse Group(CS)

Advisors' Opinion:
  • [By Paul R. La Monica]

    European banks worse off than 2008? Lamensdorf is concerned about the exposure to bad loans (especially energy company debt) held by big banks such as Royal Bank of Scotland (RBS), Credit Suisse (CS) and Deutsche Bank (DB). He's shorting all three.

  • [By Diane Alter]

    The head underwriters for the ZTO IPO are Morgan Stanley (NYSE: MS) and Goldman Sachs Group Inc. (NYSE: GS). Also working on the deal are China Renaissance, Citigroup Inc. (NYSE: C), Credit Suisse Group AG (NYSE ADR: CS), and JPMorgan Chase & Co. (NYSE: JPM).

  • [By Wayne Duggan] Related DB Deutsche Bank In The Tank Mike Khouw Sees Unusual Options Activity In Deutsche Bank 33 Large Banks On The Federal Reserve's Radar In 2016 (Seeking Alpha) Related CS Earnings Scheduled For February 4, 2016 Blockchain Moves Forward In The Financial Industry Credit Suisse Group AG (CS) Tidjane Thiam on Q4 2015 Results - Earnings Call Transcript (Seeking Alpha)

    The latest credit default swap (CDS) data from BMO Capital Markets indicate a number of investors are growing increasingly concerned about the one-year outlook for capital markets. In a new report, analyst Mark Steele discussed the recent surge in one-year CDS activity, and what it means for the market.

  • [By David Zeiler]

    The federal government's largesse isn't restricted to U.S.-based companies, either. Foreign companies, including foreign banks, are also welcome. Credit Suisse Group AG (NYSE ADR: CS) got $225.1 billion, and UBS Group AG (NYSE: UBS) got $249.1 billion.