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Cinemark Holdings, Inc. (CNK) Benefits from Exposure to Latin American Market

November 28, 2014

Analyst Chad Beynon of Macquarie Group Limited says one of his top picks in the movie theater group is Cinemark Holdings, Inc. (CNK), due to the company’s business in Latin America and exposure to the U.S. Hispanic market. “[Cinemark] generates about 20% of their business from Latin America, which is experiencing a nice secular change right now, surrounding consumer discretionary spending. The attendance per screen in places like Brazil and Mexico is the highest in the world, yet they just don’t have any more screens. We are seeing new builds down there,” Beynon said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. While in the U...
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Las Vegas Sands Corp. (LVS) an International Story with a 4% Dividend

November 28, 2014

Macquarie Group Analyst Chad Beynon is pointing investors to Las Vegas Sands Corp. (LVS) because of its heavy exposure to the Asian market and other positive stock characteristics. “Las Vegas Sands…generates 96% of its cash flow in Asia,” Beynon said. “It is very much an international story. We have seen the deceleration of growth and negative growth in places like Macau, but Las Vegas Sands currently pays a 4% dividend. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Beynon also says Las Vegas Sands has a share repurchase program that would allow them to buy back another 4% of the company this year. In addition, Beynon believes LVS is the most likely candidate for gaming in Japan...
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FLIR Systems, Inc. (FLIR) Experiences Significant Growth in Commercial Businesses

November 26, 2014

Senior VP and CFO Anthony Trunzo of FLIR Systems, Inc. (FLIR) shares highlights from his company’s third-quarter results. Mr. Trunzo says in Q3, the company saw significant growth in its commercial businesses, though is still dealing with headwinds from U.S. government revenue. “Other than the U.S. government, our revenue grew by about 14% in Q3, which is the fastest we have seen in quite a while. The U.S. government continues to be a bit of a headwind for us from a revenue-growth perspective. It is still our largest customer at around 18% of our total, but that’s down from a high of more than 40% of the total in 2009,” Trunzo said...
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Astronics Corporation (ATRO) a Strong Play in Commercial Aircraft Electrical Power Trend

November 26, 2014

Peter Gundermann, President & CEO of Astronics Corporation (ATRO), says his company’s record sales are being driven by products that are in the sweet spot of aerospace trends. “One of the products that we’re best known for is specialized electrical power systems to deliver electrical power to passengers on airplanes. In the secular world, people are carrying more and more personal electronic devices with them everywhere they go,” Gundermann says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Gundermann notes that more people want to use their electronic devices while traveling, especially because there is now Internet connectivity in most commercial aircraft cabins...
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Vertex Pharmaceuticals Incorporation (VRTX) Has High Success Levels with Novel Cystic Fibrosis Drugs

November 24, 2014

Portfolio Manager Jeffrey Cornell of Johnson Investment Counsel bought back Vertex Pharmaceuticals Incorporation (VRTX) this year, and says the stock has appreciated due to achievements in the company’s cystic fibrosis therapy. “A big upside surprise has been on Vertex Pharmaceuticals. They are a biotech company with drugs that treat cystic fibrosis patients. While that is a fairly small market, there aren’t a lot of drugs that effectively combat the illness,” Cornell said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Cornell says Vertex’s drugs open the doorways in the lungs that allow the passing of secretions, therefore attacking the problem of cystic fibrosis rather than just the symptoms...
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Microsoft Corporation (MSFT) is a Clear Winner in Platform as a Service

November 21, 2014

Ed Maguire, Analyst at CLSA, LLC, says he believes platform as a service is the layer in cloud technology that has outsized strategic importance. He says anything that resided in the infrastructure-as-a-service layer was most likely to be subject to forces of commoditization and price pressure, while spending migrates to applications and analytics above the platform layer. “So we’ve identified a couple of key players and characteristics for winners in the Platform-as-a-Service landscape,” Maguire says. “It’s critical to be able to port applications from on premise to public cloud with minimal rewriting code. This point is something that Microsoft understood very, very early on with Azure...
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salesforce.com, inc. (CRM) on Track to Reach $10 Billion Revenue Target

November 21, 2014

FRB Capital Markets Analyst Samad Samana believes salesforce.com, inc. (CRM) is well-positioned to continue moving toward its long-term target of $10 billion of revenue. He also thinks the company is on track to be the dominant cloud software company. “They have also made a commitment to delivering margin expansion, which we believe is an increasingly greater focus for investors even on the growth side,” Samana says. “They continue to diversify their product line and over the last 12 months, they have made some significant changes, they really beefed up their sales force, their internal sales teams, and they have made some changes in leadership...
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Informatica Corporation (INFA) Adapting Business Strategy to Unstructured Data Trends

November 20, 2014

Tom Roderick, Analyst at Stifel, Nicolaus & Co, says Informatica Corporation (INFA) is one of his top stock picks. He says he likes the company because of its adaptability in the current environment. “We’re aware that the shift to Big Data means that you have to adapt to more data sources out there, and Informatica is a company that is adapting reasonably well to that theme,” Roderick says. “They have shifted more and more of their revenue stream from subscription-based cloud data integration assets, and that’s a business that has become close to 10% of their revenue stream today, but is growing much faster than the core of the company — growing greater than 40%...
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Veeva Systems Inc (VEEV) Wins With Disruptive Technology

November 20, 2014

Stifel Nicolaus & Co. Analyst Tom Roderick says Veeva Systems Inc (VEEV) has been a disruptor in the software-as-a-service sector. He says Veeva is one of a few companies emphasizing vertical specialization. “Veeva Systems has proven to be a big disruptor of big traditional CRM and document management systems in the life sciences and pharmaceutical vertical,” Roderick says. “Veeva is so dialed in and so focused on that particular vertical, they understand the enormous compliance and regulatory challenges that are being addressed within the life sciences and pharma vertical.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Roderick says he believes Veeva also has the opportunity to be disruptive on the document management side against certain entrenched competitors...
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Lee Shavel, CFO of NASDAQ OMX Group, Inc. (NDAQ), Speaks at Keefe, Bruyette & Woods Securities Brokerage Conference

November 19, 2014

NASDAQ OMX Group, Inc. (NDAQ) is looking forward to the continued migration and rollout of its next-gen product and the retirement of legacy products, said CFO Lee Shavel. He was speaking at Keefe, Bruyette & Woods’ 2014 Securities Brokerage & Market Structure Conference in New York. Shavel said he has seen prototypes for the company’s next-gen IR platform, and that they can’t be matched in terms of interface and content. NASDAQ is currently holding roadshows across the country, and the reaction has been positive, Shavel said, with improved retention from clients. He said the company is “looking forward to moving forward with over the course of 2015″ with this product...
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Regions Financial Corp (RF) to Benefit From Stimulated Economic Activity on the Gulf Coast

November 19, 2014

Analyst Richard Bove of Rafferty Capital Markets says Regions Financial Corp (RF) is an attractive company due to its book value and potential benefit from an accelerated Gulf Coast economy. “If we go down to the regional banks, I think Regions Financial is a fairly attractive company because the company also is selling at a discount to book value — which is very important to me in selecting a bank stock. Its book value is solid because it has gotten rid of its problem loans,” Bove said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Bove says that because Regions Financial is the biggest bank on the Gulf Coast in the U.S., it will likely gain from the rebuilding occurring there...
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Richard Bove Picks Morgan Stanley (MS) as an Example of Strong Business Discipline

November 18, 2014

Renowned Analyst Richard Bove of Rafferty Capital Markets, LLC, says Morgan Stanley (MS) is a company that has developed necessary business disciplines that may allow it to benefit from where the economy and financial system are headed. “Morgan Stanley has superb management, and I think it has developed a business model based around selling a large amount of financial products, not just stocks, but mortgages and loans, which seems to make a great deal of sense,” Bove said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Bove says that Morgan Stanley management, particularly CEO James Gorman, has put in place disciplines both on its balance sheet and the selection of executives...
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Bank of America Corp (BAC) Ready to Refocus on Taking Market Share

November 18, 2014

Analyst Richard X. Bove of Rafferty Capital Markets says Bank of America Corp (BAC) is the most attractive universal bank at the moment, and that after dealing with various regulatory issues is ready to seek market share. “It is selling at a discount to book value, and book value is solid,” Bove said. “The company has paid out $70 billion plus in fines and litigation, and it is not going to be paying out $70 billion in fines and litigation over the next few years. The money, which was going to fines and litigation, is now going to go to profits.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Bove says Bank of America gave up market share because it was working through these regulatory issues, but the company has now reached a point where it can start to come back and take market share...
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Catamaran Corp (USA) (CTRX) Plans to Continue Aggressive M&A Strategy

November 17, 2014

Catamaran Corp (USA) (CTRX) CFO Mike Shapiro says the company has deployed capital through an aggressive M&A strategy over the last several years. He says management believes that the best way to create value for shareholders is by continuing to deploy capital for M&A. “We’ve done eight highly accretive acquisitions over the last six years, primarily by acquiring middle-market PBMs, which are subscale and don’t have the span of services and capabilities that Catamaran has,” Shapiro says. “And within those acquisitions, a number of those, interestingly, were legacy Catamaran technology partners. So the integration of the acquisitions over the past several years has been relatively low from a risk perspective, given the fact that we already had an existing relationship with most of these PBMs...
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Advent Software, Inc. (ADVS) Seeks Growth By Displacing Older Solutions

November 17, 2014

Pete Hess, CEO of Advent Software, Inc. (ADVS), says the company plays globally across many verticals within investment management. He says the space remains very fragmented, and he sees an opportunity for Advent to grow by displacing older solutions on the market. “There are a lot of older enterprise on-site-deployed solution providers that may not be making the same level of investment to take full advantage of the new technology paradigm of cloud, mobile and social,” Hess says. “As consumers of technology, we all have new expectations for ease of use, user experience and cost of ownership. These expectations are now working their way into the workplace, and that’s why we’re making investments to engineer our solutions so that they can be easily deployed in the cloud and integrated with other applications...
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