John Vechey of PopCap Games recently joined The Motley Fool for a climate change summit. His first panel guests were Dr. Rachel Cleetus and Dr. Joe Casola. Rachel is a Climate Economist with the Union of Concerned Scientists, where she advocates for effective global warming policies at the state, regional, federal, and international levels. Joe is Program Director for Science and Impacts at the Center for Climate and Energy Solutions (C2ES), which works to assess the current state of knowledge regarding climate change and its impacts, and to promote actions that strengthen climate resilience.
Rachel defines "skepticism," and what it does and does not mean in the climate change "debate." There are some valid issues and questions to be asked regarding climate science -- Joe shares several of them -- but the fact of global warming, and humanity's role in causing the change, are not among them. Their message is important pushback against companies like ExxonMobil (NYSE: XOM ) , which spend heavily on efforts to deny climate science in the public domain. With growing momentum behind efforts to deal with the climate change threat, ExxonMobil may find itself on the wrong side of history.
Best Semiconductor Companies To Invest In 2015: Capital Senior Living Corp (CSU)
Capital Senior Living Corporation, incorporated on October 25, 1996, is an operator of residential communities for senior adults. The Company provides senior living services. Its communities integrate independent living, assisted living and home care services, to provide residents the opportunity to age in place. The Company operated 112 senior living communities in geographically concentrated regions with an aggregate capacity of approximately 14,600 residents.
The Company�� senior living options include independent living, assisted living, memory care and planning resources. The Company�� services include special nutrition counseling, additional housekeeping and laundry, exercise programs, recreation and entertainment, medication reminders and access to a choice of home health agencies.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Capital Senior Living (NYSE: CSU ) , whose recent revenue and earnings are plotted below. - [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Capital Senior Living (NYSE: CSU ) , whose recent revenue and earnings are plotted below.
5 Best International Stocks To Own Right Now: Aluminum Corporation of China Ltd(ACH)
Aluminum Corporation of China Limited engages in the manufacture and distribution of alumina, primary aluminum, and aluminum fabrication products in the People?s Republic of China and internationally. Its Alumina segment involves in the mining and purchasing of bauxite and other raw materials, refining of bauxite into alumina, and sale of alumina. This segment also produces and sells chemical alumina, including alumina hydroxide and alumina chemicals, and metal gallium. The company?s Primary Aluminum segment engages in smelting alumina to produce primary aluminum, principally ingots for use in general aluminum fabrication in the construction, power generation, automobile, packaging, machinery, and durable goods industries. This segment also produces and sells carbon products and aluminum alloy products. The Aluminum Fabrication segment involves in the production and sale of aluminum fabrication products, including casts, planks, screens, extrusions, forges, powder, and die castings for use in the construction, power generation, automobile, packaging, machinery, and durable goods industries. The Trading segment engages in the procurement and sale of alumina, primary aluminum, and aluminum fabrication products, as well as relevant metal products, and raw and ancillary materials. The company also engages in the manufacture and distribution of metal materials; sale of general machinery and equipment; production, acquisition, and distribution of limestone ore, aluminum magnesium ore, and related nonferrous metal products; aluminum smelting, manufacture, and distribution of nonferrous metals; and generation and supply of electricity, as well as in iron ore mining and coal mining activities. Aluminum Corporation of China Limited was founded in 2001 and is based in Beijing, China.
Advisors' Opinion:- [By Dan Carroll]
Manufacturing's also fallen squarely into contraction territory and, as demand wanes in the sector, materials stocks dependent on China for growth will become more dangerous for investors. Chinese materials stocks are in an especially tight spot: the Aluminum Corporation of China (NYSE: ACH ) , also known as Chinalco, saw its shares plummet 9% this week alone, part of a 38% fall year to date as the aluminum market has declined. Chinalco will have a tough time ahead with cash drying up, lending cutting back, and manufacturing demand mired in contraction. Oversupply has also cut into this company's prospects, as high production of aluminum in earlier years is coming back to bite China now. It's hitting hard across Chinese materials stocks wherever oversupply is concerned, especially at giants such as Wuhan Iron and Steel, the fastest growing�of China's leading steel firms that dwarf U.S. competitors.
- [By Dan Carroll]
Meanwhile, investment has taken a toll on other industries such as materials like steel and aluminum, where oversupply has poisoned not only the domestic market but also the worldwide industry. That's resulted in both a hit to China's economy and a major headache for investors, who have watched major Chinese materials leaders such as Chinalco (NYSE: ACH ) suffer through plunging stock prices. Chinalco's stock has nosedived by more than 34% this year alone as the aluminum sector has weathered a prolonged dry spell of demand and oversupply, fed primarily by China's investment boom.
5 Best International Stocks To Own Right Now: Crown Castle International Corporation (CCI)
Crown Castle International Corp., through its subsidiaries, owns, operates, and leases towers and other wireless infrastructure primarily in the United States and Australia. Its infrastructure includes distributed antenna system (DAS) networks, as well as rooftop installations. The company involves in the rental of antenna space of its towers to wireless communications companies. It also provides network services relating to its towers, which primarily include antenna installations and subsequent augmentations, as well as additional services, such as site acquisition, architectural and engineering, zoning and permitting, other construction, and other services related network development. As of December 31, 2010, it owned, leased, or managed approximately 23,900 towers, including 43 completed DAS networks. The company was founded in 1994 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Damian Illia]
Crown Castle International Corp. (CCI) is a second-largest independent operator of wireless communication towers in the United States. It owns 40,000 tower sites in the U.S., more than 1,700 more in Australia, and 200 in Puerto Rico, and its main customers are wireless carriers such as AT&T Inc. (T), Verizon Communications Inc. (VZ), Sprint Corporation (S) and T-Mobile US Inc. (TMUS). The company provides network design, radio frequency engineering and site development services as well. Since the acquisition of Global Signal Inc. in 2007, the company has grown and diversified geographically, and added efficiency and pricing control, allowing Crown Castle to compete with big rivals in the industry.
5 Best International Stocks To Own Right Now: Tallgrass Energy Partners LP (TEP)
Tallgrass Energy Partners, LP incorporated on February 6, 2013, is a limited partnership company. It provides natural gas transportation and storage services for customers in the Rocky Mountain and Midwest regions of the United States through its Tallgrass Interstate Gas transportation system and processing services for customers in Wyoming through its Midstream Facilities. The Company operates in two segments: Gas Transportation and Storage and Processing. The Gas Transportation and Storage segment is engaged in ownership and operation of interstate natural gas pipelines and related natural gas storage facilities that provide services to third-party natural gas distribution utilities and other shippers. The Processing segment is engaged in ownership and operation of natural gas processing and treating facilities that produce natural gas liquids and residue gas that is sold in local wholesale markets or delivered into pipelines for transportation to additional end markets.
The Company provides processing services for customers in Wyoming through its Casper and Douglas natural gas processing and West Frenchie Draw natural gas treating facilities. The Casper and Douglas plants have combined capacity of 138.5 138.5 MMcf/d. The Company has its operations in Lakewood, Colarado. The Company owns and natural gas processing plants in Casper and Douglas, Wyoming and a natural gas treating facility at West Frenchie Draw, Wyoming through its wholly-owned subsidiary, Tallgrass Midstream, LLC.
The Company competes with Kinder Morgan and Southern Star Central Gas Pipeline, Inc.
Advisors' Opinion:- [By Robert Rapier] There were a half a dozen initial public offerings (IPOs) by master limited partnerships in the first half of the year, and all but one are now in the green while one has nearly doubled in value.
The first MLP IPO of 2013 debuted on Jan. 15. USA Compression Partners (NYSE: USAC), which I mentioned in last week’s issue, provides compression services for the oil and gas industry. Units have advanced 36 percent since the IPO, and at the current price yield 7.3 percent.
The day after the USA Compression Partners IPO, CVR Refining (NYSE: CVRR) made its debut. CVRR was spun off from CVR Energy (NYSE: CVI), and both companies remain majority-owned by Carl Icahn. CVR Refining’s primary assets are two refineries located in Kansas and Oklahoma with a combined processing capacity of approximately 185,000 barrels per day (bpd). These refineries are strategically located near the major Cushing, Oklahoma shipment and storage hub, with easy access to discounted feedstock from the nearby Permian basin, as well as the Bakken shale and Canadian oil sands.
But refiners have struggled with diminished margins in 2013 because of a much lower Brent-WTI differential. After the recently concluded second quarter, CVRR declared a distribution of $1.35 per unit, bringing its per-unit distributions for the first half of the year to $2.93. At the same time, CVR Refining lowered its annual distribution target to a range of $4.10 to $4.80 per unit. This was lower than the outlook issued in March, when it foresaw annual distributions of $5.50 to $6.50. CVRR units slid on the news, and are presently trading slightly below the $25 IPO price. The lower end of the revised forecast implies distributions of $1.17 per unit in the second half of the year, for a forward annualized yield of 10 percent based on the recent $23.50 unit price.
SunCoke Energy Partners (NYSE: SXCP) was the third IPO to debut during a very busy third week of January. SXCP is the first M - [By Aimee Duffy]
Tallgrass Energy Partners (NYSE: TEP ) followed closely behind, going public on May 14. This midstream company picked up some of Kinder Morgan Energy Partners'�western-based natural gas assets when KMP was forced to divest them to receive the Department of Justice's blessing on the El Paso acquisition.
- [By Robert Rapier]
Tallgrass Energy Partners (NYSE: TEP) is a midstream limited partnership that provides natural gas transportation and storage services in the Rocky Mountain and Midwest regions of the US. The partnership launched on May 13, 2013 and in late June increased EBITDA guidance above analysts’ expectations, causing units to climb nearly 21 percent by year-end. In December TEP reiterated guidance for 1.2x distribution coverage for the entire year. The partnership recently declared a distribution of $0.3150 per unit for the fourth quarter of 2013 – a 5.9 percent increase from the Q3 2013 distribution. TEP’s annualized yield based on the most recent distribution is 4.8 percent, its current EV is $1.28 billion and its total debt/equity (mrq) is 30.5 percent.
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