trading tips


AFP / SAM PANTHAKY (Photo credit should read SAM PANTHAKY/AFP/Getty Images)

The China-Pakistan Economic Corridor (CPEC) is changing life in China’s Northwest Xinjiang Uyghur region, bringing something special to the region: seafood from Pakistan.

This little bonus is being shipped by container trucks through the corridor, which currently accounts for 2 percent of the total trade between the two countries; and more goods are expected to come through CPEC from the Middle East and Africa


That’s certainly a good return for China’s enormous investment in the project, which some experts call the Marshall Plan for Pakistan.

“The China-Pakistan Economic Corridor (CPEC) has been described as a Marshall Plan for Pakistan,” says Marko Dimitrijevic author of Frontier Investor. “It is a $51 billion, 15 year project that will ultimately create a 2,000 kilometer highway/railway/pipeline route from Western China to Pakistan&rsq uo;s Gwadar Port, knocking over 10,000 kilometers off the current sea route for Middle Eastern oil to China; a high-speed railway from Karachi to Lahore to Peshawar; and over 26,000 MW of electric generating capacity.”

trading tips: Fortune Brands Home & Security, Inc.(FBHS)


Advisors’ Opinion:

  • [By Lisa Levin]

    Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Wednesday’s regular session.

trading tips: Xcel Energy Inc.(XEL)

Advisors’ Opinion:

  • [By Shauna O’Brien]

    Jefferies announced on Wednesday that it has raised its rating on Xcel Energy Inc (XEL).


    The firm has upgraded XEL from “Hold” to “Buy,” and has raised the company’s price target from $31 to $32.50. This new price target suggests a 15% upside from the stock’s current price of $27.72.

    Analyst Paul B. Fremont commented: “The stock is currently trading at an 8% P/E discount to our 2015E group average multiple.”

    “Despite a difficult political environment in Minnesota the company was able to achieve a reasonable outcome in its NSP-Minnesota rate case,” the analyst added.

    Looking forward, the firm has increased its FY2014 outlook from $1.95 to $2.00 per share.


    Xcel Energy shares were mostly flat during pre-market trading Wednesday. The stock has been mostly flat YTD.

trading tips: The Michaels Companies, Inc.(MIK)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Earnings of note in the coming week include Analogic (ALOG) and Ascena Retail (ASNA) on Monday; Bojangles (BOJA) , H&R Block (HRB) , and Dick’s Sporting Goods (DKS) , Michaels (MIK) , and Urban Outfitters (URBN) on Tuesday; Ciena (CIEN) , Bankrate (RATE) , Express (EXPR) , Vera Bradley (VRA) , and Bob Evans Farms (BOBE) on Wednesday; El Pollo Loco (LOCO) , Hugo Boss (BOSSY) , Party City (PRTY) , Signet Jewelers (SIG) , and Verifone Systems (PAY) on Thursday; and Kirkland’s (KIRK) , and Vail Resorts (MTN) on Friday.

  • [By Benzinga News Desk]

    Goldman Sachs (NYSE: GS) has at least one billion reasons to hope President Trump’s paring back of Dodd-Frank will include the Volcker Rule: Link

    ECONOMIC DATA 10:30 a.m. Dallas Fed Manufacturing Business Index 11:30 a.m. 6-Month Bill Auction 11:30 a.m. 3-Month Bill Auction 1 p.m. 2-Year Note Auction 1:15 p.m. Chicago Fed President Evans Speaks 6:30 p.m. FOMC Member Kaplan Speaks ANALYST RATINGS Piper Jaffray upgraded Best Buy Co (NYSE: BBY) from Neutral to Overweight Wells Fargo upgraded Allscripts Healthcare (NASDAQ: MDRX) from Market Perform to Outperform Mizuho upgraded Universal Health Service (NYSE: UHS) from Neutral to Buy Piper Jaffray downgraded The Michaels Companies (NASDAQ: MIK) from Overweight to Neutral JMP Securities downgraded KB Home (NYSE: KBH) from Market Outperform to Market Perform Raymond James downgraded Sierra Wireless Inc. (NASDAQ: SWIR) from Outperform to Market Perform


    This is a tool used by the Benzinga News Desk each trading day — it's a look at everything happening in the market, in five minutes. To get the full version of this note every morning, click here or email minutes@benzinga.com.

  • [By Jim Cramer]

    The company, on the basis of net income growth from the same quarter one year ago, has significantly outperformed against the S&P 500 and exceeded that of the Specialty Retail industry average. The net income increased by 20.0% when compared to the same quarter one year prior, going from $64.00 million to $76.80 million.


     

  • [By Jim Cramer]

    42.37% is the gross profit margin for MICHAELS COS INC which we consider to be strong. Regardless of MIK’s high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, the net profit margin of 6.57% trails the industry average.

    MICHAELS COS INC has improved earnings per share by 19.4% in the most recent quarter compared to the same quarter a year ago. This year, the market expects an improvement in earnings ($1.70 versus $1.04).


     

  • [By JPMorgan]

    MIK’s results over the past year point to the company’s success in improving merchandising, marketing, and in-store execution plus the benefits of having a functioning e-commerce website. We believe part of the challenge for the bears is both a lack of appreciation for the category as well as missing the historical context of how leadership has evolved. Indeed, the difference in focus on "the front end" under CEO Chuck Rubin (who arrived in 2013) vs. a more process-oriented and margin-focused CEO prior to his arrival left a lot of impactful, low hanging fruit opportunities. Finally, while we acknowledge that longer term the sustainable comp is lower than the recent ~4% underlying trend, we point to the low volatility of sales, high cash generative nature of the business, barriers to entry (e.g., high SKU density, low inventory turns, lack of brands), and MIK’s market leadership as reasons why the multiple has the potential to expand over time (a la AZO). Balance sheet de-levering should also make the PE look increasingly cheap over time and transfer cash/value to equity holders. 

trading tips: Swedish Export Credit Corp (GRU)

Advisors’ Opinion:

  • [By Casey Wilson]

    Investing in commodity-based ETFs (exchange-traded funds) or ETNs (exchange-traded notes) is a great way to gain exposure to a specific commodity, like corn (NYSE Arca: CORN), livestock (NYSE Arca: COW), or grains (NYSE Arca: GRU).

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