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Fresnillo Plc (LON:FRES) a Low-Cost Producer Poised to Deliver Significant Growth

December 18, 2014

Senior Analyst Patrick Chidley of HSBC says Fresnillo Plc (LON:FRES) is a stock that should be the core part of any precious metals portfolio, as it is a low-cost producer set to deliver great growth. “Fresnillo is a silver and gold producer. It’s actually the largest silver producer. It’s a very solid company with a long track record, solid management, blue-chip management, and it’s a low cost producer,” Chidley said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Chidley says that on a gold-equivalent basis, Fresnillo is one of the lowest-cost producers he covers. He also expects to see improved production numbers in the coming years...
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Eldorado Gold Corp (USA) (EGO) Holds Sustainable Competitive Advantage

December 18, 2014

Equity Analyst Kristoffer Inton of Morningstar says that Eldorado Gold Corp (USA) (EGO) is the lowest-cost gold miner in his coverage universe, and the only gold miner he covers that has a sustainable competitive advantage. “At Morningstar, we assign companies moat ratings based on our assessment of their long-term competitive advantages. We assign Eldorado a narrow moat rating, because we believe the company can maintain its low-cost advantage for at least 10 years given their portfolio of low-cost and long-life mines,” Inton said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Eldorado has a unique strategy to build its portfolio of low-cost mines, Inton says, in that the company pursues mining assets in less popular jurisdictions, avoiding the high prices and bidding wars of the more popular areas...
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Randgold Resources Ltd. (ADR) (GOLD) on Trend to Continue Lowering Costs While Mining Higher Grades

December 17, 2014

Senior Analyst Patrick Chidley of HSBC says one of his top picks is Randgold Resources Ltd. (ADR) (GOLD), which is in the midst of a growth phase. “it’s a West African — or actually produces in West and Central Africa now, although is actually a European company, listed in London and on Nasdaq,” Chidley said. “It’s bringing on a major new mine, and what we see going forward, what the plan is, is for costs to keep coming down on the basis that grades will go up.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Chidley notes that when companies mine higher grades, the average cost per ounce tends to go down, so Randgold is riding a positive trend that will help them going forward...
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Dow Chemical Co (DOW) Increases Yield by 14% and Buyback by $5 Billion

December 12, 2014

Dr. Kenneth Conrad\, Portfolio Manager at BMO Global Asset Management, says his firm picked up Dow Chemical Co (DOW) recently, and he likes the company because of its natural gas exposure as well as its dividend yield and buyback increases, among other positive characteristics. “Dow Chemical is a beneficiary of the shale gas boom in the U.S., like Lyondell; it uses cheap natural gas liquids as an input for the process. They have a 3.4% yield. They just increased it 14%. They also increased their buyback by $5 billion to a total of $9.5 billion, which is 18% of their market cap,” Conrad said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Microsoft Corporation (MSFT) to Benefit from Server Refresh, Growing Cloud Platform and Office 365 Model

December 12, 2014

Portfolio Manager Dr. Kenneth Conrad says Microsoft Corporation (MSFT) is his firm’s fourth-largest holding with a 2.6% dividend yield, and is an attractive stock from a quantitative standpoint. “Things are firing on all cylinders right now. They’ve just beat on earnings and sales,” Conrad said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Conrad says Microsoft is benefiting this year from a corporate PC refresh, and next year will benefit from a server refresh, in addition to other areas of growing business. “We really like their enterprise business. Their cloud platform, Azure, is growing really fast. And we think that Office 365 is going to be a long-term positive given that subscription model...
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Semiconductor Technology Inflection Point a Tailwind for MKS Instruments, Inc. (MKSI)

December 12, 2014

Lauren Romeo, a portfolio manager for Royce & Associates, LLC, says MKS Instruments, Inc. (MKSI) is one of her favorite stocks at the moment. She says semiconductor technology is at an inflection point that should create a strong demand tailwind for MKS Instruments. “In order to develop ever faster, smaller, more energy-efficient chips, new chip designs or architectures — such as FinFET, 3D NAND, advanced packaging — are being developed which in turn require new semiconductor tools,” Romeo says. “MKSI is benefiting not only from capital spending on these next-generation tools, but also because more tools per process are required given the growing complexity in advanced nodes...
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CIRCOR International, Inc. (CIR) New CEO Targets Annual EPS Growth of 15%

December 11, 2014

Lauren Romeo, Portfolio Manager for Royce & Associates, says CIRCOR International, Inc. (CIR) CEO Scott Buckhout has developed and launched a plan to unlock the company’s true growth and profitability potential. Under Buckhout’s leadership, CIR has set the following targets for 2018: 4% to 6% compound annual organic sales growth; a roughly 500 basis point improvement in operating margin to about 15%; compound annual EPS growth of 15%; and free cash flow conversion of greater than 100%. “He’s also brought on additional management talent to help CIR achieve these goals,” Romeo says. “The team is already making inroads, simplifying CIR’s corporate structure, beginning to rationalize plants and its supplier base, exiting unprofitable product lines, and implementing a continuous productivity improvement program called CIRCOR Business System...
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Semiconductor Technology Inflection Point a Tailwind for MKS Instruments, Inc. (MKSI)

December 11, 2014

Lauren Romeo, Portfolio Manager for Royce & Associates, says MKS Instruments, Inc. (MKSI) is one of her favorite stocks at the moment. She says semiconductor technology is at an inflection point that should create a strong demand tailwind for MKS Instruments. “In order to develop ever faster, smaller, more energy-efficient chips, new chip designs or architectures — such as FinFET, 3D NAND, advanced packaging — are being developed which in turn require new semiconductor tools,” Romeo says. “MKSI is benefiting not only from capital spending on these next-generation tools, but also because more tools per process are required given the growing complexity in advanced nodes...
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International Exposure Sets Cigna Corporation (CI) Apart From Other Insurers

December 04, 2014

Steve Bullock, Research Analyst at Fidelity Management & Research Company, says he is generally underweight the health insurance sector. However, he says Cigna Corporation (CI) remains one of his favorite stocks. “If we think about the Affordable Care Act, which has been the big regulatory driver in the space over the last couple of years and will be for the next couple, it hits the health insurance industry with a significant amount of taxes, fees and reimbursement cuts,” Bullock says. “We’re in the middle of that playing out, and the reimbursement cuts and the incremental tax load being put on these companies steps up in 2014, 2015 and 2016...
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Spending on Livestock a Boon for Zoetis Inc (ZTS)

December 04, 2014

Eric Kuby, Chief Investment Officer of North Star Investment Management Corporation, says it is livestock, not domestic pets, that is driving growth for Zoetis Inc (ZTS). That trend is one of the reasons he favors the stock. “Globally, there is greater and greater demand for food, and the health of those livestock becomes more and more important,” Kuby says. “This is a huge global growth industry. And again, the theme there is just an improving global economy with more and more consumers of food.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Kuby says he has been intrigued by Zoetis since its spinoff from Pfizer Inc. (PFE). Now, as Zoetis has moved away from a shared expense model with Pfizer, he thinks there is an opportunity for Zoetis to operate more efficiently...
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Microsoft Corporation’s (MSFT) Enterprise Business Underappreciated

December 03, 2014

J. Dowe Bynum, Portfolio Manager and Co-Founder of Cook & Bynum Capital Management, says that consumers may consider Microsoft Corporation (MSFT) to be less exciting than Apple Inc. (AAPL), which makes headlines with high sales of iPhones and iPads. But, Bynum says investors would be mistaken to adopt the same view. He says Microsoft not only has a lock on productivity software with Microsoft Office, but it also has servers in many offices. “If you’re the tech guy at a company that’s got thousands of employees who are all running Windows on their computers and have a server or multiple servers in the tech closet, you’re not going to be the guy that shuts that down and tries something new,” Bynum says...
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Logistics Business Creates Hidden Value for Haier Electronics Group Co., Ltd. (HKG:1169)

December 03, 2014

Mark Webber, Lead Portfolio Manager of the Scout Emerging Markets Fund for Scout Investments, says he has long seen an opportunity in Haier Electronics Group Co., Ltd. (HKG:1169) that the market wasn’t recognizing. He says Haier is a leading home appliance company in China, but also has a large logistics business. “They have really deep logistics coverage of interior China — down to small towns, villages, places in interior China where there’s just not very much competition at all,” Webber says. “What attracted us to them is that logistics operation.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Webber says Haier has been one of his largest positions since his fund’s inception...
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Maryann Seaman, EVP/CFO FMC Technologies, Inc. (FTI), Speaks at Cowen & Company Ultimate Energy Conference

December 03, 2014

FMC Technologies, Inc. (FTI) Executive Vice President/Chief Financial Officer Maryann T. Seaman said the company remains confident that deepwater oil exploration and production will continue driving its revenue growth. She was speaking at the Cowen & Company 4th Annual Ultimate Energy Conference, held at the New York Hilton Midtown in New York City. FMC Technologies designs, manufactures and services subsea production and processing systems, surface wellhead production systems, measurement solutions and marine loading systems. The company is partnered with BP, Shell and other major producers. FOR THE MOST RECENT TWST OIL SERVICES REPORT CLICK HERE...
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David M. Demshur, Chairman/CEO Core Laboratories N.V. (CLB), Speaks at Ultimate Energy Conference

December 03, 2014

Core Laboratories N.V.’s (CLB) margins are “boosted to the highest degree ever,” says David M. Demshur, the Chairman/President/CEO of the company, a step that will maximize Core’s free cash flow. He was speaking at the Cowen & Company Ultimate Energy Conference at the New York Hilton Midtown in New York City. Core Laboratories is a provider of reservoir description, production enhancement and reservoir management services to the oil and gas industry. The company’s goal, Demshur said, is “to help our clients produce more oil and gas every day, and produce more over the life of the asset.” To achieve that, Core Laboratories divides into three business segments: reservoir description, production enhancement, and reservoir management, all designed to help clients capture “incremental barrels,” Demshur said, and “get the recovery rates up...
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Robert Gilbert, Sr. VP at Franks International NV (FI), Speaks at Ultimate Energy Conference

December 03, 2014

Franks International NV (FI) expects Mexico operations to be one of its growth drivers in 2016 and beyond, according to Robert Gilbert, the Senior Vice President of U.S. Offshore Operations. “We really foresee growth in the Gulf of Mexico,” said Gilbert. “There’s deep water, and if you come closer to shore they can use a jackup rig. They have found a much deeper zone with high pressure, high temperature. That’s where Frank’s can work with the customer to reach those points without damage to the formation.” The company has a $100 million inventory of pipe that can be used in deep water, Gilbert said. “This market will grow.” FOR THE LATEST TWST OIL SERVICES REPORT CLICK HERE...
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