BJ's Restaurants offers a variety of exclusive craft brews. Photo: BJ's Restaurants
It's fine to boast a restaurant concept with mouthwatering growth prospects, but BJ's Restaurants, (NASDAQ: BJRI ) has found putting all the pieces together to deliver that growth is a tall order.
To be sure, shares of BJ's Restaurants�jumped nearly 22% Thursday after the company announced three different activist investor firms intend to nominate a total of 10 representatives for election to its board of directors at the upcoming 2014 annual meeting.
First, as collective owners of roughly 12.4% of BJ's outstanding shares, PW Partners Atlas Fund II and Luxor Capital are teaming up to bring five candidates to the table. Separately, five more nominees will come from 0.48% owner Clinton Relational Opportunity Master Fund.
But BJ's remained resistant, insisting it "has always been committed to engagement with its shareholders, including regarding corporate governance matters.�The Board remains highly focused on creating the optimal conditions to generate long-term value and will continue to take actions that support the interests of all shareholders."
5 Best Food Stocks To Watch For 2015: Discovery Communications Inc(DISCA)
Discovery Communications, Inc. operates as a non fiction media and entertainment company worldwide. The company provides original and purchased programming across various distribution platforms. Its content covers science, exploration, survival, natural history, sustainability of the environment, technology, docu-series, anthropology, paleontology, history, space, archaeology, health and wellness, engineering, adventure, lifestyles, forensics, civilization, and current events. The company owns and operates nine national television networks in the United States, including Discovery Channel, TLC, Animal Planet, Science Channel, Investigation Discovery, Military Channel, Planet Green, Discovery Fit & Health, and Velocity. Discovery Communications also has interests in Oprah Winfrey Network, a pay-television network and Web site; The Hub that features original programming, game shows, and live-action series and specials; and 3net, a three-dimensional network. In addition, it o ffers network branded Web sites, and mobile and video-on-demand services; and distributes various national and pan-regional television networks. Further, the company develops and sells curriculum-based products and services to public and private K-12 schools, such as access to an online VOD service that includes curriculum-based tools, professional development services, and student assessment and publication of hardcopy curriculum-based content; and postproduction audio services to motion picture studios, independent producers, broadcast networks, cable channels, advertising agencies, and interactive producers. As of December 31, 2011, it operated approximately 150 distribution feeds in 40 languages. The company is headquartered in Silver Spring, Maryland.Advisors' Opinion:
- [By MONEYMORNING]
Consider the case of Discovery Communications Inc. (Nasdaq: DISCA), the world's leading creator of documentary-style content. The company recently said it wants to upgrade to 4K for shows it runs on such networks as the Discovery Channel, TLC, Animal Planet, and Science.
- [By WALLSTCHEATSHEET]
Discover Communications operates as a non-fiction media company worldwide.�The company recently released earning that left investors happy.�The stock has been trending higher over the last couple of years and is currently trading at highs for the year.Earnings and revenue figures have been steadily growing so investors have been very satisfied. Relative to its peers and sector, Discover Communications has been an under-performer leader, year-to-date. Look for Discover Communications to continue to OUTPERFORM.
Best Prefered Companies To Buy For 2014: Southwest Airlines Co (LUV)
Southwest Airlines Co., incorporated on March 9, 1967, operates Southwest Airlines, a passenger airline, which provides scheduled air transportation in the United States. As of December 31, 2011, the Company was serving 72 cities in 37 states throughout the United States. During the year ended December 31, 2011, the Company added addition services in two new states and three new cities: Charleston, South Carolina; Greenville-Spartanburg, South Carolina; and Newark, New Jersey. Southwest provides point-to-point. On May 2, 2011, the Company acquired AirTran Holdings, Inc. (AirTran).
AirTran�� route system provides hub-and-spoke, rather than point-to-point, service, with approximately half of AirTran�� flights originating or terminating at its hub in Atlanta, Georgia. AirTran also serves a range of markets with non-stop service from bases of operation in Baltimore, Maryland; Milwaukee, Wisconsin; and Orlando, Florida. As of December 31, 2011, AirTran was serving 68 United States and near-international destinations, including San Juan, Puerto Rico; Cancun, Mexico; Montego Bay, Jamaica; Nassau, The Bahamas; Oranjestad, Aruba; Punta Cana, Dominican Republic, and Bermuda. As of January 31, 2012, AirTran served 65 destinations. During 2011, approximately 71% of Southwest�� customers flew non-stop, and Southwest�� average aircraft trip stage length was 664 miles with an average duration of approximately 1.8 hours.
As of December 31, 2011, Southwest offered 25 weekday roundtrips from Dallas Love Field to Houston Hobby, 13 weekday roundtrips from Phoenix to Las Vegas, 13 weekday roundtrips from Burbank to Oakland, and 12 weekday roundtrips from Los Angeles International to Oakland. Southwest offers connecting service opportunities from over 60 Southwest cities to different Volaris airports in Mexico including Aguascalientes, Guadalajara, Mexico City (MEX), Mexico City-Toluca (TLC), Morelia, and Zacatecas. The Company�� International Connect portal conducts two separate transac! tions: one with Southwest�� reservation system and one with Volaris�� reservation system.
Southwest bundles fares into three categories: Wanna Get Away, Anytime, and Business Select. Wanna Get Away fares are lowest fares. Business Select fares are refundable and changeable, and funds may be applied toward future travel on Southwest. Business Select fares also include additional perks, such as priority boarding, a frequent flyer point multiplier, priority security and ticket counter access in select airports, and one complimentary adult beverage coupon for the day of travel. The Company�� Internet Website, southwest.com, is the avenue for Southwest Customers to purchase tickets online. During 2011, southwest.com accounted for approximately 78% of all Southwest bookings. During 2011, approximately 84% of Southwest�� Passenger revenues came through its Website, including revenues from SWABIZ, the Company�� business travel reservation Web page.Advisors' Opinion:
- [By Ben Levisohn]
Shares of United Continental have gained 0.4% to $44.53 at 3:11 p.m., while Delta Air Lines has risen 1.5% to $33.21, American Airlines has advanced 0.9% to $36.45 and Southwest Airlines (LUV) is up 0.8% at $23.36. The S&P 500 has dropped 0.6%.
- [By Alexander MacLennan]
The connection between having low debts, strong profits, and capital returns at airlines is pretty clear. Southwest Airlines (NYSE: LUV ) and Alaska Air Group (NYSE: ALK ) are the other two largest dividend and buyback participating airlines and both of them carry low debt loads while reporting strong profits.
- [By Ben Levisohn]
Becker’s top picks: Southwest (LUV), United Continental, Delta and American.
Top picks they may be, but they haven’t all performed that way. While American Airlines has gained 1.6% to $26.96, Delta Air Lines has risen just 0.2% to $29.28, United Continental has ticked down 0.1% to $39.90 and Southwest Airlines has dropped 1.3% to $19.17.
Best Prefered Companies To Buy For 2014: Nevada Gold Corp (NVGC)
Nevada Gold Corp., incorporated on May 31, 2011, is an exploration-stage company. The Company is primarily engaged in the acquisition and exploration of mining properties.
The Company has an option to acquire certain claims located the Long Canyon Gold Trend of Northern Nevada State. As of February 28, 2013, the Company had no revenue.Advisors' Opinion:
- [By John Udovich]
Small cap OTC stocks Sovereign Lithium Inc (OTCMKTS: SLCO), Life Stem Genetics Inc (OTCMKTS: LIFS), Nevada Gold Corp (OTCMKTS: NVGC), Guar Global Ltd (OTCMKTS: GGBL) and Makism 3D Corp (OTCMKTS: MDDD) all saw their trading halted late last year by the SEC, but now all of these stocks are trading again. So what's going on and why the sudden crackdown? First, here is a quick look at what happened to the following five small cap stocks:
Best Prefered Companies To Buy For 2014: Grupo Aeromexico SAB de CV (AEROMEX*)Grupo Aeromexico SAB de CV is a Mexican holding company primarily engaged in the provision of passenger and cargo air transport services. It offers destinations in Mexico, the United States, Europe, Central and South America, Asia and Canada. It operates a fleet of over 110 aircrafts. The Company is primarily engaged in the passenger transportation segment, comprising regional, domestic and international routes, and package holidays; as well as in cargo transportation segment, handled mainly by its subsidiary Aeromexico Cargo. By its subsidiaries the Company is also engaged in real estate sector and in providing services to the aviation companies, including personnel training, management, and aircraft maintenance and modification. Its subsidiaries include Aerovias de Mexico SA de CV, Premier Loyalty & Marketing SAPI de CV, and Inmobiliaria Avenida Fuerza Aerea Mexicana 416 SA de CV, among others. In addition, it is a member of the SkyTeam airline alliance. Advisors' Opinion:
- [By Jonathan Levin]
Volaris became Mexico�� second publicly traded carrier, after larger competitor Grupo Aeromexico SAB (AEROMEX*) sold stock in 2011. Airlines in Mexico have expanded into a void left when Cia. Mexicana de Aviacion, then largest based on passenger traffic, sought protection from creditors and ceased operations in 2010.
Best Prefered Companies To Buy For 2014: Comstock Resources Inc. (CRK)
Comstock Resources, Inc., an independent energy company, engages in the acquisition, development, exploration, and production of oil and natural gas properties in the United States. The company�s oil and gas operations are primarily located in East Texas/North Louisiana and South Texas. It owns interests in approximately 1,570 producing oil and natural gas wells. As of December 31, 2012, the company had proved reserves of 551 billion cubic feet of natural gas equivalent. Comstock Resources, Inc. was founded in 1919 and is headquartered in Frisco, Texas.Advisors' Opinion:
- [By Value Digger]
It is clear that these key metrics match the metrics of a heavily natural gas weighted company that also carries significant debt. To prove this, let's check out Comstock Resources (CRK). Comstock sold some assets recently to Rosetta Resources (ROSE) to reduce its long term debt which still remains high though.
Best Prefered Companies To Buy For 2014: Albany Molecular Research Inc.(AMRI)
Albany Molecular Research, Inc. provides contract services to various pharmaceutical and biotechnology companies primarily in the United States, Europe, and Asia. The company offers a range of drug discovery services, including assay development and design, screening, screening library, natural product, medicinal chemistry, computer-aided drug discovery, in vitro ADMET, and bioanalytical services. It also provides chemical development services consisting of process research and development, custom synthesis, process safety assessment, scale-up capabilities, high potency and controlled substances, analytical services, preformulation services and physical characterization, preparative chromatography, IND support services, fermentation development and optimization, and building blocks collection and database services. In addition, the company offers chemical synthesis and manufacturing services. It manufactures active pharmaceutical ingredients (APIs)and advanced intermediate s. Further, the company provides contract manufacturing services in sterile syringe and vial filling for small molecule drug products and biologicals. Additionally, it offers formulation services, including neat API or pharmaceutical blend in capsules; PIB for solution and suspension; blending and sieving; milling; tableting; rheology; roller compaction; wet granulation; and fluid bed processing, including wurster coating; and associated analytical testing services for dosage formulation products, as well as provides analytical services, such as impurity identification and structure elucidation; method development, qualification, and validation; preformulation and physical characterization; quality control; stability services; analytical and preparative supercritical fluid chromatography; preparative chromatography; good laboratory practices bioanalytical services; and regulatory support/quality assurance services. The company was founded in 1991 and is based in Albany, New York.Advisors' Opinion:
- [By Jake L'Ecuyer]
Among the sector stocks, Albany Molecular Research (NASDAQ: AMRI) was down more than 13 percent, while Sangamo Biosciences (NASDAQ: SGMO) tumbled around 6 percent.
- [By GuruFocus]
George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated
- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Healthcare stocks gained Wednesday, with Senomyx (NASDAQ: SNMX) leading advancers after the company announced a research agreement with PepsiCo (NYSE: PEP). Among the leading sector stocks, gains came from Pernix Therapeutics Holdings (NASDAQ: PTX), Albany Molecular Research (NASDAQ: AMRI) and Gentiva Health Services (NASDAQ: GTIV).
Best Prefered Companies To Buy For 2014: Credit Lyonnais SA (CLP)Cr茅dit Lyonnais Group is engaged in retail financial services, asset management and investment and corporate banking. The Company's banking activities include personal banking, professional and small business banking, e-banking and middle market banking. The Company offers cash management and associated services, international business, advisory services and corporate finance. Its asset management services are involved in mutual funds, institutional clients and defining the investment strategy for the domestic private banking unit. The Company also offers structured finance, export finance and international trade finance. Cr茅dit Lyonnais has a network of 1,834 branches in France and operations in 55 countries worldwide. Advisors' Opinion:
- [By Rich Duprey]
Multifamily real estate investment trust�Colonial Properties Trust (NYSE: CLP ) announced yesterday its third-quarter dividend of $0.21 per share, the same rate it's paid for the past two quarters after raising the payout 17% from $0.18 per share.
- [By Sean Williams]
Another growth driver looks to be its pending $8.6 billion merger with Colonial Properties Trust (NYSE: CLP ) . The combined entity would become the second-largest U.S. based residential REIT, with 85,000 apartment units. Opposition to the deal from some of Colonial's shareholders does exist, but comparatively speaking, MAA is in great shape either way. It already has a high occupancy rate, and the addition of Colonial's properties would only further serve to enhance its rental pricing power.
- [By Rich Duprey]
Apartment-only real estate investment trust�Mid-America Apartment Communities� (NYSE: MAA ) once again is snapping up properties, this time announcing Monday that it is adding�multifamily housing operator Colonial Properties Trust (NYSE: CLP ) to its portfolio in an $8.6 billion transaction.�