Saturday, June 22, 2013

Top Trucking Companies To Buy Right Now

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Universal Truckload Services (NASDAQ: UACL  ) , a North American provider of trucking and logistics solutions, jumped as much as 12% after receiving an upgrade from BB&T�Capital Markets.

So what: According to BB&T Capital Markets, Universal Truckload's product offerings should broaden and its gross margins should improve following its $335 million purchase of privately held LINC Logistics, announced last year. BB&T upgraded Universal Trucking to a buy from a hold and set its price target at $33, implying 32% upside based on Friday's closing price.

Now what: As usual, the first thing you need to do is not allow the extremely short-term movements of analysts to cloud your long-term investing thesis. In the case of Universal Truckload, it's going to be a bumpy ride but management seems to have the steering wheel pointed in the right direction. The purchase of LINC adversely affected the company's bottom line because of a change in tax code last quarter and Universal could suffer as it sheds lower margin and unprofitable operations. However, I do see value in the LINC purchase and feel, after a moderate pullback, that this could be a name worth keeping an eye on in the trucking sector.

Top Trucking Companies To Buy Right Now: Rotork(ROR.L)

Rotork p.l.c. engages in the design, manufacture, and support of actuators, systems, and related products worldwide. It provides a range of products, systems, and services for the motorization and manual operation of adaption to industrial valves and dampers for isolation duty and process control applications. The company operates in four segments: Controls, Fluid Systems, Gears, and Instruments. The Controls segment designs, manufactures, and sells various electric valve actuators. The Fluid Systems segment is involved in the design, manufacture, and sale of pneumatic and hydraulic valve actuators. The Gears segment designs, manufactures, and sells gearboxes, adaption, and ancillaries for the valve industry. The Instruments segment offers high precision pneumatic controls and power transmissions for flow control, pressure control, flow measurement, and pressure measurement. The company also provides various services comprising field services, retrofit services, actuator o verhaul, preventative maintenance, shutdown outages, extended scope, spares parts, factory fit, technical support, and product training services. It serves oil and gas, power generation, water and sewage, and marine industries. The company is headquartered in Bath, the United Kingdom.

Top Trucking Companies To Buy Right Now: Westwood Holdings Group Inc(WHG)

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients. It operates through two subsidiaries, Westwood Management Corp. and Westwood Trust. The Westwood Management Corp. provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations, mutual funds, individuals, and clients of Westwood Trust. The Westwood Trust provides trust and custodial services to institutions and high net worth individuals, and participates in common trust funds that it sponsors. The company was founded in 1983 and is based in Dallas, Texas.

Best Financial Companies For 2014: United Reef Limited (URP.V)

New Klondike Exploration Ltd. engages in the acquisition, exploration, and development of mineral properties in Canada. The company holds an option to acquire interest in the Santa Maria gold project, which consists of 5 mining claims that include 11 claim units in the Kenora mining division, northwestern Ontario. It also has a 100% interest in the Nickel Offsets project that consists of 12 patented and 5 unpatented mining claims located in the Sudbury mining division, Ontario. The company was formerly known as Chromos Molecular Systems Inc. and changed its name to New Klondike Exploration Ltd. in August 2012. New Klondike Exploration Ltd. was founded in 1948 and is based in Toronto, Canada.

Top Trucking Companies To Buy Right Now: Extenway Solutions Inc. (EY.V)

Extenway Solutions Inc. provides media, connectivity, and communications solutions for the healthcare and hospitality industries primarily in Canada. It offers bedside infotainment terminal solutions that enhance the patient�s hospital experience by providing on demand access to entertainment, including digital TV, video-on-demand, music, Internet radio, Internet access, and video games, as well as educational content. The company also offers interactive TV and guest media solutions, which allow hospitality organizations to manage and coordinate all in-room guest interactions and communications, as well as deliver actionable guest insight for key service and marketing initiatives. In addition, it provides family video conferencing, patient education library, hospital information and administration, marketing, advertising media, integration, and maintenance solutions. The company was formerly known as Infomedia Research Group Inc. and changed its name to Extenway Solutions Inc. in October 2003. Extenway Solutions Inc. is headquartered in Baie-D'Urf茅, Canada.

Top Trucking Companies To Buy Right Now: VDM Group Ltd(VMG.AX)

VDM Group Limited operates as a design and construction company in Australia. The company?s Construction division services include civil and mechanical construction; mining, resources, and infrastructure construction; commercial and industrial construction; Hyparspace steel roof and wall structural system; and structural fabrication services. Its Contracting division services comprise civil contracting and bulk earthworks; mobile crushing and screening; dam construction and management; feed/ROM pad management; marine based civil contracting; drilling, blasting, and rock placement; port breakwater construction; and seawall construction services. The company?s Consulting division services consist of master and town planning; environmental, security, and building services consulting; project management and building design; and civil, structural, marine, traffic, and acoustic engineering services. It serves mining, oil and gas, infrastructure, civil, and transportation secto rs. VDM Group Limited is headquartered in Osborne Park, Australia.

Top Trucking Companies To Buy Right Now: Safety Medical Products Ltd(SFP.AX)

Safety Medical Products Limited engages in the development, manufacture, and commercialization of medical products in Australia. The company offers Securetouch single use manual retractable safety syringes. It also provides a range of sterilized feminine hygiene products, including tampons, pads, and liners, under the Pureste brand name; and imports and distributes medical products. The company was founded in 2001 and is based in Perth, Australia.

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