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3D Systems Corporation (DDD) Still Holds Dominant Share in Growing 3D Printing Market

April 27, 2015

St. Denis J. Villere III, Partner at St. Denis J. Villere & Company, LLC, says 3D Systems Corporation (DDD) is an example of a contrarian holding in his portfolio. He says the 3D marketplace has finally been validated, with 3D Systems maintaining its stance as leader in the industry. “That was one that we were quite early in. Now I believe that people think Hewlett-Packard (NYSE:HPQ) is coming into the industry, which it is, but 3D still has a dominant share, and competition is good,” Villere said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Villere has owned 3D Systems Corporation for over a decade, he says, and in 2014 the stock became contrarian as competition heated up...
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Men’s Wearhouse Inc (MW) an Inexpensive Stock with Strong Long-Term Outlook

April 24, 2015

St. Denis J. Villere III, Partner at St. Denis J. Villere & Company, LLC, sees a good entry point into Men’s Wearhouse Inc (MW) as the company battles short-term headwinds. “They are very dominant in the casual-clothing sector, and it came under pressure because they bought Jos. A. Bank, the retailer, and had a battle with the founder George Zimmer. The stock came under pressure when they made this acquisition and there was noise surrounding George kind of being pushed out,” Villere said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Villere says that when looking at the two companies combined, they have almost $6 a share in earnings power until 2017, making it a very inexpensive stock...
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NetApp Inc. (NTAP) Holds Third of Market Cap on Balance Sheet

April 22, 2015

Managing Director Stephen Goddard of The London Company of Virginia says NetApp Inc. (NTAP) is trading at less than six times EBITDA and is holding an abundance of cash, nearly a third of its market cap, on the balance sheet. “While they haven’t grown materially in recent years, they have relatively stable cash flow. The switching costs are high, allowing a stable client base,” Goddard said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Goddard believes NetApp has the potential to create value by returning capital to shareholders via more aggressive buybacks. “This is much more about the opportunity on the balance sheet than speculation on future growth prospects...
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Kaiser Aluminum Corp. (KALU) Well-Positioned for Rest of 2015

April 21, 2015

Philip Gibbs, a Vice President, Equity Research Analyst with KeyBanc Capital Markets, says a name he favors in the metals & mining sector is Kaiser Aluminum Corp. (KALU). He says the company has a similar profile to the carbon EAFs, except that they are aluminum processors. “So essentially they’d benefit from gradually declining aluminum prices, and they also have some fairly good visibility in aerospace, automotive and industrial,” Gibbs says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Kaiser Aluminum has put forth some spot price increases in heat-treated aluminum plate, which Gibbs says is the company’s staple product...
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Steel Dynamics, Inc. (STLD) Should See Margin Expansion in Second Half 2015

April 20, 2015

Philip Gibbs, a Vice President, Equity Research Analyst with KeyBanc Capital Markets, says the strong dollar has pushed a lot of U.S. steelmakers up the global cost curve and increased the amount of imports. Excluding energy, Gibbs believes the U.S. economy remains strong. Operating against what he calls an “extremely deflationary backdrop,” Gibbs says companies like Steel Dynamics, Inc. (STLD) have more variable cost structures and strong free cash flow. “While hot-rolled coil prices in the U.S. have declined from $675 to $475, scrap prices have declined a nearly similar amount,” Gibbs says. “So from a spread — pricing less material costs — perspective, they have been relatively insulated and should see nice margin expansion in the event of steel pricing and volumes recover, each of which we are expecting in the second half of the year...
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Negative Impact of Oil & Gas Exposure to Stabilize for United States Steel Corporation (X) by 2016

April 17, 2015

Philip Gibbs, a Vice President, Equity Research Analyst with KeyBanc Capital Markets, says the oil & gas sector accounts for about 10% of direct steel consumption in the United States, and perhaps a bit more if energy-related infrastructure is included. He says United States Steel Corporation (X) is among the companies with the most significant exposure to oil & gas drilling companies. “Historically, US Steel has generated 30% to 40% of their EBITDA generation from that market,” Gibbs says. “And they’ve concurrently announced layoffs along with many other participants in the market.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Uranium Outlook, IRS Investigation Cast Shadow for Cameco Corporation (USA) (CCJ)

April 16, 2015

David Talbot, Vice President and Senior Mining Analyst at Dundee Capital Markets, has a “buy” rating on industry leader Cameco Corporation (USA) (CCJ). He says the company is poised to benefit in a strong price environment, and is often a first choice among investors. “They recently reported record annual revenue with 30% higher realized prices than spot,” Talbot says. “Operations are working exceptionally well.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. However, Talbot says Cameco’s management does have a fairly bleak near-term outlook for uranium, and they are deferring capital projects and future production. In addition, the U...
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Hudbay Minerals Inc Ord Shs (HBM) Has Impressive Growth Profile

April 15, 2015

Haywood Securities Analyst Stefan Ioannou says he has a favorable view of Hudbay Minerals Inc Ord Shs (HBM) because the company has an impressive growth profile going forward. He says Hudbay’s mainstay is in the Flin Flon region of Manitoba, which is a historic, world-class mining camp. “They’ve got three mines currently in production there, namely 777, Lalor and Reed,” Ioannou says. “Lalor is relatively new and stands to replace 777 as the camp’s flagship deposit with notable exploration upside potential.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Ioannou says Hudbay also has a lot of zinc production in its profile, and is working to establish commercial production at Constancia, which is a large copper project in Peru...
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Rio Tinto plc (RIO) Drilling High-Grade Nickel Deposit Through Its JV

April 15, 2015

Haywood Securities Analyst Stefan Ioannou that Talon Metals Corp. (TLO) is one of three very good high-grade nickel explorers. Through Talon’s JV with Rio Tinto plc (RIO), the company has a project in Minnesota called Tamarack, where they are drilling a high-grade deposit. “It is shaped like a tadpole, and all the drilling right now is focused on the high-grade tail,” Ioannou says. “But there is the large head of the tadpole that hasn’t been tested yet. I think that’s why Rio Tinto is interested in it.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Even if the head doesn’t work out, Ioannou says the tail on its own has already demonstrated grade and size potential that’s significant enough to attract a small- to mid-tier producer...
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Stillwater Mining Company (SWC) Cuts SG&A By 35%

April 13, 2015

Stillwater Mining Company (SWC) CEO Mike McMullen says the company has reduced its SG&A spend by about 35%. He says the cuts have been achieved through various reductions and productivity enhancements over the last six months. “We cut headcount within the company as a whole from when I started to today by over 160 people, and that was achieved through a combination of reorganizations in the salaried ranks and voluntary severances in the hourly work force — where we offered people a package if they wanted to leave — and through natural attrition,” McMullen says. “So we haven’t replaced all of the people that have left.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Alcoa Inc (AA) Moves Back Into Raw Materials Through Acquisition

April 13, 2015

Jorge M. Beristain, Managing Director at Deutsche Bank Securities Inc., says he thinks Alcoa Inc’s (AA) acquisition of RTI International Metals makes perfect sense. He says it complements Alcoa’s existing titanium business and helps them integrate back into raw material. “Companies are trying to move themselves away from China in the sense that you don’t want to be competing head to head even in processed commodity supply right now,” Beristain says. “However, if you’re able to move a bit further downstream perhaps into titanium, which is much more of a technologically driven metal, then you are able to maintain margins and still hold the line on pricing and get away from head-to-head competition with China...
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Dollar Tree, Inc. (DLTR) to More Than Double Store Base with Acquisition of Family Dollar (FDO)

April 10, 2015

Managing Director Stephen M. Goddard of The London Company of Virginia says Dollar Tree, Inc. (DLTR) is a position in his firm’s madcap strategy that has appreciated meaningfully, and is one reason behind the firm’s high exposure to the consumer discretionary space. “Dollar Tree, our largest holding, has done very well and is currently about 6% of the strategy. We have confidence in the management team meeting many of the metrics we are seeking: high returns of capital, shareholder-oriented capital allocation and a reasonable valuation,” Goddard said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. While normally wary of acquisitions, Goddard says Dollar Tree has been disciplined in its deal for Family Dollar, which will more than double its store base...
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March Executive Turnover Defies Weakened Job Growth Numbers

April 09, 2015

Last Friday, April 3, the U.S. Government released its job growth and employment numbers for March, and to most analysts’ surprise, the totals were quite weak and well below most analysts’ expectations. Liberum Research, which tracks executive turnover in public companies saw the situation a bit differently. Liberum’s North American executive turnover numbers were much better than the U.S. government job growth and and unemployment numbers for March. While Liberum’s March figures were far from terrific, they continued to point in a positive direction for the North American economy particularly the United States economy...
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Dominion Midstream Partners LP (DM) Worth Its Premium Valuation

April 08, 2015

RBC Capital Markets Analyst TJ Schultz says he thinks drop-down stories have highly visible growth that warrants premium valuations despite crude volatility. He says Dominion Midstream Partners LP (DM) is one of his favorite drop-down stories, and a stock for which he’s willing to pay up for the visible growth. “Dominion Midstream has some of the most explicit and clear distribution growth guidance in the entire MLP space,” Schultz says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. At its analyst day in February, Dominion Midstream’s management unveiled plans to support a 22% distribution compound annual growth rate through 2020...
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Enterprise Products Partners L.P. (EPD) Largely Unaffected By Producer Customers’ Slowed Drilling

April 08, 2015

TJ Schultz, Analyst with RBC Capital Markets, says Enterprise Products Partners L.P. (EPD), a bellwether for the MLP sector, is one of his favorite defensive names in the space. Unlike less defensive peers, Schultz says Enterprise is continuing rather unaffected from a growth perspective as producer customers slow their drilling plans. “EPD has no general partner, it has high distribution coverage, it is investment-grade, and the growth profile really hasn’t budged in our view,” Schultz says. “So you’ve seen a pretty distinctive split between those MLPs that we view as defensive and those that have a little bit more exposure to some of the changes in producer activity...
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