Check out these recent headlines:
"Japan's population falls by record 244,000 in 2013"
"China's Working Population Fell Again in 2013"
"Germany Fights Population Drop"
"Putin Vows to Reverse Russian Population Decline"
The Census Bureau estimates at least 27 large counties will have smaller populations in 2050 than today, including China, Russia, Germany, South Korea, and Japan. This is not good news.�There are two ways to grow an economy: productivity growth, and population growth. Some of the world's largest economies will soon get no help from the latter.
To understand what an aging population does to an economy, it helps to know the story of Japan since the end of World War II.
Like America, Japan had a baby boom right after the war as demobilized soldiers married and families were rebuilt. Eight million Japanese babies were born from 1947 to 1949, which is enormous given a population of around 70 million at the time.
Hot Asian Stocks To Invest In 2015: Geron Corporation (GERN)
Geron Corporation, a biopharmaceutical company, develops therapies for cancer. Its clinical development product candidates include Imetelstat, a telomerase inhibitor, which is in Phase II clinical trials for the treatment of metastatic breast cancer, advanced non-small cell lung cancer, thrombocythemia, and myeloma. The company was founded in 1990 and is based in Menlo Park, California.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading DOWN
Shares of Geron (NASDAQ: GERN) were down 18.46 percent to $4.5828 after the company reported that 20 patients have discontinued from Imetelstat study since its inception. - [By Paul Ausick]
Stocks on the Move: Twitter Inc. (NYSE: TWIT) opened at $45.10, about 70% higher than its IPO price of $26, but posted only a small gain to close at $44.94, down 0.42%, after hitting $50.09 early in the day. Geron Corp. (NASDAQ: GERN) is up 44.8% at $5.21 following a good report on its myelofibrosis drug.
Top Japanese Companies To Watch For 2014: Stericycle Inc (SRCL)
Stericycle, Inc., incorporated on March 21, 1989, is in the business of managing regulated waste and providing an array of related and complementary services. The Company operates in the United States, Argentina, Brazil, Canada, Chile, Ireland, Japan, Mexico, Portugal, Romania, Spain, and the United Kingdom. The regulated waste services the Company provides include medical waste disposal, its Steri-Safe medical waste and compliance program, its Clinical Services program, its Bio Systems reusable sharps disposal management services, pharmaceutical waste disposal, and hazardous waste disposal. In addition to the Company's regulated waste services, the Company offers regulated recall and returns management services, patient communication services, and medical safety products. The Company's regulated recall and returns management services consist of a number of solutions for a variety of businesses but consist primarily of managing the recall, withdrawal or return of expired or recalled products and pharmaceuticals. During the year ended December 31, 2012, it completed 41 acquisitions, of which 17 were domestic businesses and 24 were international businesses in Latin America, Europe, and Japan. In August 2013, Stericycle Inc acquired Eclipse Marketing.
The Company also provides communication services to healthcare providers to improve office productivity and communications with patients. As of December 31, 2012, the Company's worldwide networks included a total of 153 processing facilities, 141 transfer sites, and 64 recall and returns or communication services facilities. The Company serves approximately 541,000 customers worldwide, of which approximately 16,500 are large-quantity generators, such as hospitals, blood banks and pharmaceutical manufacturers, and approximately 524,500 are small-quantity generators, such as outpatient clinics, medical and dental offices, long-term and sub-acute care facilities, veterinary offices, municipalities and retail pharmacies. For large-quantity generat! ors of regulated waste such as hospitals and for pharmaceutical companies and distributors, the Company offers its regulated waste management services; its Bio Systems reusable sharps disposal management services; its pharmaceutical waste services; its Integrated Waste Stream Solutions (IWSS) program; a variety of products and services for infection control; its regulated recall and returns management services for expired or recalled products and pharmaceuticals, and variety of patient communication services. For small-quantity generators of regulated waste such as doctors' offices or retail pharmacies, the Company offers its Steri-Safe OSHA, HIPAA compliance, and clinical services programs.
The Company supplies specially designed reusable leak-resistant and puncture-resistant plastic containers to most of its large-quantity customers and many of its larger small-quantity customers. The Company collects containers or corrugated boxes of regulated waste from its customers depending upon customer requirements, contract terms and volume of waste generated. The waste is then transported directly to one of the Company's processing facilities or to one of its transfer stations where it is combined with other regulated waste and transported to a processing facility. The Company collects some expired or recalled products, but more typically, customer ships them directly to its processing facilities. Upon arrival at a processing facility, containers or boxes of regulated waste are typically scanned to verify that they do not contain any unacceptable substances like radioactive material. The regulated waste is then processed using one of the Company's various treatment or processing technologies. Upon completion of the particular process, the resulting waste or incinerator ash is transported for resource recovery, recycling or disposal in a landfill owned by an unaffiliated third party. The Company provides complete documentation to its customers for all regulated waste that the Company collect in ac! cordance ! with applicable regulations and customer requirements.
Advisors' Opinion:- [By Jonas Elmerraji]
We're seeing the exact same setup in shares of Stericycle (SRCL), but with one big difference: This stock hasn't broken out yet. Stericycle is another ascending triangle pattern, in this case with a resistance level at $120. A breakout above that $120 price ceiling is the signal that it's time to take this trade.
Whenever you're looking at any technical price pattern, it's critical to think in terms of buyers and sellers. Triangles and other pattern names are a good quick way to explain what's going on in a stock, but they're not the reason it's tradable instead, it all comes down to supply and demand for shares.
That $120 resistance level is a price where there has been an excess of supply of shares; in other words, it's a place where sellers have been more eager to step in and take gains than buyers have been to buy. That's what makes a breakout above it so significant -- the move means that buyers are finally strong enough to absorb all of the excess supply above that price level.
Don't be early on the SRCL trade.
Top Japanese Companies To Watch For 2014: TripAdvisor Inc (TRIP)
TripAdvisor, Inc. (TripAdvisor), incorporated on July 20, 2011, is an online travel research company, enabling users to plan and have a trip. TripAdvisor features reviews and advice on hotels, resorts, flights, vacation rentals, vacation packages and travel guides. TripAdvisor�� travel research platform features reviews and opinions from its community of travelers about destinations, accommodations (hotels, bed and breakfasts, specialty lodging and vacation rentals), restaurants and activities worldwide, through its TripAdvisor brand. TripAdvisor Websites include tripadvisor.com in the United States and versions of the Website in 30 countries, including in China under the brand daodao.com. TripAdvisor Websites also include links to the Websites of its travel advertisers allowing travelers to directly book their travel arrangements. In addition to the TripAdvisor brand, TripAdvisor, Inc. manages and operates Websites under 18 other travel media brands, providing travel planning resources across the travel sector. On December 20, 2011, Expedia, Inc. (Expedia) completed the spin-off of TripAdvisor, Inc. (TripAdvisor) to Expedia stockholders. TripAdvisor consists of the domestic and international operations previously associated with Expedia�� TripAdvisor Media Group. In October 2012, it acquired Wanderfly. In March 2013, it acquired Tiny Post (tinypost.co). In April 2013, the Company acquired Jetsetter.com and Gilt Travel Inc. In May 2013, TripAdvisor Inc acquired key technology and talent from CruiseWise Inc. In May 2013, TripAdvisor Inc acquired Guia de Apartamentos Niumba SL. In June 2013, the Company announced that it has acquired GateGuru.
TripAdvisor provides access worldwide to online travel agencies, including Expedia, Orbitz, Travelocity, hotels.com, Priceline and Booking.com. TripAdvisor Media Group offers travel suppliers graphical advertising and cost-per-click marketing platforms. TripAdvisor operates sites in 30 countries and in 21 languages, including sites in the United S! tates (http://www.tripadvisor.com), the United Kingdom (http://www.tripadvisor.co.uk), France (http://www.tripadvisor.fr), Ireland (http://www.tripadvisor.ie), Germany (http://www.tripadvisor.de), Italy (http://www.tripadvisor.it), Spain (http://www.tripadvisor.es), India (http://www.tripadvisor.in), Japan (http://www.tripadvisor.jp), Portugal and Brazil (http://www.tripadvisor.com.br), Sweden (http://www.tripadvisor.se), The Netherlands (http://www.tripadvisor.nl), Canada (http://www.tripadvisor.ca), Denmark (http://www.tripadvisor.dk), Turkey (http://www.tripadvisor.com.tr), Mexico (http://www.tripadvisor.com.mx), Norway (http://no.tripadvisor.com), Poland (http://pl.tripadvisor.com), Australia (http://www.tripadvisor.com.au), Singapore (http://www.tripadvisor.com.sg), Thailand (http://th.tripadvisor.com), Russia (http://www.tripadvisor.ru), Greece (http://www.tripadvisor.com.gr), Indonesia(http://www.tripadvisor.co.id), Argentina (www.tripadvisor.co.ar), Taiwan (www.tripadvisor.tw),Malaysia(http://www.tripadvisor.com.my), and Egypt (http://www.tripadvisor.com.eg). TripAdvisor also operates in China under the brand daodao.com (http://www.daodao.com) and Kuxun.cn (http://www.kuxun.cn).
Advisors' Opinion:- [By Sean Williams]
Flying the highest of all was online travel review site TripAdvisor (NASDAQ: TRIP ) , which tacked on 4.2% despite no specific company news. This seems like a case where consumer confidence and higher home prices played a big role in pushing this stock higher. If home prices are rising and consumers are more confident about an economic recovery, then they are more likely to take a vacation. That'd be great news for third-party sites, which have flourished, especially overseas, as consumers look for a good deal. It would also reconfirm TripAdvisors' optimism regarding the upcoming traveling season.
- [By Timothy Lutts, Publisher, Cabot Heritage Corporation]
In 2004, TripAdvisor (TRIP) was purchased by conglomerate Interactive Corp (IACI), which spun off its travel businesses under the name of Expedia in 2005. In December 2011, TripAdvisor was spun off from Expedia in an IPO.
- [By Sue Chang and Saumya Vaishampayan]
TripAdvisor Inc. (TRIP) �shares climbed 5.6%, recovering from moderate losses in the previous session. The stock has been volatile in recent days without a clear direction.
- [By Peter Graham]
The Q1 2014 Tripadvisor Inc (NASDAQ: TRIP) earnings report is due after the market closes on Tuesday, May 6th, with investors and traders alike who follow either the stock or large cap Priceline Group Inc (NASDAQ: PCLN), mid cap Expedia Inc (NASDAQ: EXPE) and small caps Travelzoo Inc (NASDAQ: TZOO) and Orbitz Worldwide, Inc (NYSE: OWW) should be paying attention to it. Aside from the Tripadvisor Inc earnings report, it should be said that Travelzoo Inc released 1Q 2014 earnings on April 17th and Expedia Inc released earnings last Thursday while the Q1 2014 Orbitz Worldwide earnings report is due today before the market opens and the Priceline Group Inc earnings report is due out on Thursday, May 8, at 9:30AM EDT. However, Tripadvisor Inc is a little different from these other travel booking companies as its main focus is to provide travel advice or reviews written by real travelers (which obviously leads to travel bookings that they make money on).
Top Japanese Companies To Watch For 2014: Cummins Inc.(CMI)
Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric power generation systems, and engine-related component products worldwide. It operates in four segments: Engine, Power Generation, Components, and Distribution. The Engine segment offers a range of diesel and natural gas powered engines under the Cummins and other customer brand names for the heavy-and medium-duty truck, bus, recreational vehicle, light-duty automotive, agricultural, construction, mining, marine, oil and gas, rail, and governmental equipment markets. This segment also provides new parts and service, as well as remanufactured parts and engines. The Power Generation segment offers power generation systems, components, and services, including diesel, natural gas, gasoline, and alternative-fuel electrical generator sets for use in recreational vehicles, commercial vehicles, recreational marine applications, and home stand-by or residential applications. This segment also provides components that make up power generation systems, such as engines, controls, alternators, transfer switches, and switchgears. The Components segment supplies filtration products, turbochargers, aftertreatment systems, intake and exhaust systems, and fuel systems for commercial diesel applications. This segment offers filtration and exhaust systems for on-and off-highway heavy-duty and mid-range equipment, as well as supplies filtration products for industrial and passenger car applications. This segment also develops after treatment and exhaust systems to help customers meet emissions standards and fuel systems. The Distribution segment provides parts and services, as well as service solutions, including maintenance contracts, engineering services, and integrated products. The company sells its products to original equipment manufacturers, distributors, and other customers. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.
Advisors' Opinion:- [By John Kell]
Cummins Inc.(CMI) said its fourth-quarter earnings rose 17%, as the supplier of engines for heavy-duty trucks reported revenue growth in its components and engine segments divisions. Sales beat expectations, but the bottom line missed.
Top Japanese Companies To Watch For 2014: ProAssurance Corporation(PRA)
ProAssurance Corporation, through its subsidiaries, provides medical and other professional liability insurance products to health care service, legal service, and other professional service providers in the United States. It primarily offers its products to physicians, dentists, chiropractors, optometrists, and allied health professionals. The company markets its products through an internal sales force, as well as independent agents. ProAssurance Corporation was founded in 1976 and is based in Birmingham, Alabama.
Advisors' Opinion:- [By Rich Duprey]
Specialty insurance company�ProAssurance� (NYSE: PRA ) �announced yesterday�its second-quarter dividend of $0.25 per share, the same rate it's paid since it initiated a payout in 2011.
- [By Lauren Pollock]
ProAssurance Corp.(PRA) agreed to acquire Eastern Insurance Holdings Inc.(EIHI) for about $205 million, expanding the insurance company’s casualty insurance offerings. Eastern Insurance is a domestic casualty insurance group specializing in workers’ compensation products and services, among other things. ProAssurance plans to pay $24.50 in cash for each outstanding Eastern share, a 16% premium over Monday’s closing price.
Top Japanese Companies To Watch For 2014: Whirlpool Corporation(WHR)
Whirlpool Corporation engages in the manufacture and marketing of home appliances worldwide. Its principal products include laundry appliances, refrigerators and freezers, cooking appliances, dishwashers, mixers, and other portable household appliances. The company also produces hermetic compressors for refrigeration systems. It markets and distributes its products under various brand names, including Whirlpool, Maytag, KitchenAid, Jenn-Air, Amana, Roper, Estate, Admiral, Gladiator, Inglis, Acros, Supermatic, Consul, Brastemp, Eslab� de Lujo, Bauknecht, Ignis, Laden, Polar, and Privileg in North and Latin America, Europe, the Middle East, Africa, and Asia. Whirlpool Corporation sells its products to retailers, dealers, distributors, builders, and other manufacturers. The company was founded in 1898 and is headquartered in Benton Harbor, Michigan.
Advisors' Opinion:- [By Marc Bastow]
Home appliance manufacturer and distributor Whirlpool (WHR) raised its quarterly dividend 20% to 75 cents per share.
Payout Date: June 15
Ex-Dividend Date: May 14
WHR Dividend Yield: 1.95% - [By Ben Levisohn]
Kostin’s advice: Look for stocks in each sector that have lower valuations, higher growth rates and higher yields than their peers. He found 15 stocks fitting the bill including Eaton (ETN), Whirlpool (WHR), GameStop (GME), Freeport-McMoRan Copper & Gold (FCX) and Dow Chemical (DOW).
- [By Brendan Byrnes]
They were acquired by Whirlpool (NYSE: WHR ) , ultimately. Curiously, a lot of what you see Whirlpool doing with the Maytag brand looks suspiciously close to following the rules again, so that's promising, at least in our view.
Top Japanese Companies To Watch For 2014: CapitalSource Inc (CSE)
CapitalSource Inc., through its subsidiaries, provides financial products to small and middle market businesses in the United States. It offers depository products and services, such as savings and money market accounts, individual retirement account products, and certificates of deposit. The company also provides senior secured real estate and asset-based loans, and cash flow loans, which have a first priority lien in the collateral securing the loan. Its asset-based loans are collateralized by specified assets of the client, primarily the client�s accounts/notes receivable, inventory, and machinery; and real estate loans are secured by senior mortgages on real property. The company focuses on providing equipment loans and leases; loans to healthcare providers; commercial real estate and multifamily real estate loans; loans secured by timeshare, auto, and other consumer receivables; student loans; traditional life insurance premium finance loans; and loans to technology companies, small businesses, dentists, physicians, pharmacists, and optometrists, as well as to companies in the physical security, government security, and public safety sectors. It operates through 21 retail bank branches in southern and central California, as well as lending offices in the United States. The company was founded in 2000 and is headquartered in Los Angeles, California.
Advisors' Opinion:- [By Paul Ausick]
PacWest Bancorp (NASDAQ: PACW) is a small cap regional bank that mainly serves southern California. A likely merger with CapitalSource Inc. (NYSE: CSE) enhances the outlook for the coming year, bringing the bank�� assets to more than $10 billion. The bank�� stock closed at $41.66 on Friday in a 52-week range of $24.27 to $42.69. Sterne Agee projects 2014 EPS of $2.80, up 43% compared with estimated 2013 earnings. The implied gain to the target price of $48.00 is about 15% and the forward P/E ratio is 14.9.
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