Best Up And Coming Companies To Invest In 2014

Given the way the market has looked, basically, since the shutdown resolution, it's now all about leverage, writes MoneyShow's Jim Jubak.

The market that we have now, the market that we have had, really, since the solution to the government shutdown and the debt ceiling crisis, is based on a falling dollar, lower US interest rates, a belief that the Fed will not act to tighten anything until March, and so the question is, the general market might be marching up as the S&P did on October 21 and October 22 by, oh, you know, five tenths of a percent or whatever. The question is, where do you get the most leverage? If this is what is going to drive the market, where do you get leverage?

One place to look for it this week has been in the ADRs, the New York traded ADRs, American Depository Receipts of GOL. One of the two big Brazilian airlines is the only one that is not owned by somebody else. The symbol is (GOL). It went up like 9.5% on October 21; it went up about 4.5% on October 22, pulled back a tiny little bit on October 23, but still a major, major move. This is basically on the effect of a weaker dollar versus the Brazilian real, since GOL is basically a domestic airline and almost all their revenue is denominated in real, which means that when the real gets cheap against the dollar, it hurts their revenue, especially because most of their costs, a lot of their costs, probably about 80% of their costs are denominated in dollars. A strong dollar means what they pay for oil, kerosene, jet fuel, what they pay for debt service, what they pay on airplane leases, all denominated in dollars, goes up, so GOL has been getting hammered on this. The reversal of this is a big deal for the stock.

Hot Freight Stocks To Own For 2015: Great Northern Iron Ore Properties (GNI)

Great Northern Iron Ore Properties, a conventional nonvoting trust, owns and leases mineral and non-mineral properties on the Mesabi Iron Range in northeastern Minnesota. It owns mineral interests on the Mesabi Iron Range formation that represent 12,033 acres, including approximately 9,895 acres are under lease and 2,138 acres are unleased. The company was founded in 1906 and is based in Saint Paul, Minnesota.

Advisors' Opinion:

• [By Aaron Levitt]

  PrairieSky won�� actually be drilling for oil or natural gas on its properties, nor will it be transporting it through pipelines. That’s because a�royalty trust is an entity�that own the production rights on oil wells, natural gas fields or, as in the case of Great Northern Iron Ore Properties (GNI),�iron ore mines.

Best Up And Coming Companies To Invest In 2014: Flamel Technologies S.A.(FLML)

Flamel Technologies S.A., a biopharmaceutical company, engages in the development and commercialization of controlled-release therapeutic products based on its proprietary polymer based technology in the United Kingdom, Ireland, the United States, France, and Europe. The company develops nanogel Medusa technology, which is intended to provide controlled release following injection of therapeutic proteins, peptides, and other molecules; a microparticle adaptation of the Medusa platform that is intended for use in the delivery of smaller proteins and peptides; and Micropump technology, a microparticle technology for oral administration of small molecule drugs with applications in controlled-release, taste-masking, and bioavailability enhancement; and Trigger-Lock technology, an adaptation based on Micropump technology, which is intended to minimize the misuse and abuse of medications subject to abuse. Its principal product based on Micropump technology is Coreg CR, which is intended for the treatment of moderate to severe heart failure and left ventricular dysfunction following myocardial infarction. The company?s products under development based upon Medusa technology include Interferon-alpha, a naturally occurring protein that the body uses for the treatment of Hepatitis C virus and as a immune response; and FT-105, an injectable insulin formulation for diabetic patients. Its products based on its Micropump technology comprise LiquiTime for the elderly and pediatric patient patients, or others who have difficulty swallowing. The company has strategic alliance with Baxter International, Inc.; GlaxoSmithKline; Merck Serono; and Pfizer Inc, as well as has a joint development agreement with Digna Biotech, S.L. Flamel Technologies S.A. was founded in 1990 and is headquartered in Venissieux, France.

Advisors' Opinion:

• [By Garrett Cook]

  Healthcare shares gained 0.81 percent in the US market on Friday. Top gainers in the sector included Shire plc (NASDAQ: SHPG), StemCells (NASDAQ: STEM), and Flamel Technologies SA (NASDAQ: FLML).

• [By Anna Prior]

  Flamel Technologies SA(FLML) said the U.S. Food and Drug Administration has approved the company’s new drug application for Vazculep, an alpha-1 adrenergic receptor agonist indicated for the treatment of clinically important hypotension resulting primarily from vasodilation in the setting of anesthesia. American depositary shares rose 5.1% to $14.78 in premarket trading.

• [By Garrett Cook]

  Healthcare shares gained 0.81 percent in the US market on Friday. Top gainers in the sector included Shire plc (NASDAQ: SHPG), StemCells (NASDAQ: STEM), and Flamel Technologies SA (NASDAQ: FLML).

Best Up And Coming Companies To Invest In 2014: American Campus Communities Inc (ACC)

American Campus Communities, Inc., incorporated on March 9, 2004, is a self-managed and self-administered real estate investment trust (REIT). The Company specializes in the acquisition, design, financing, development, construction management, leasing and management of student housing properties. Through the Company�� interest in American Campus Communities Operating Partnership LP (the Operating Partnership), the Company owns, manages and develops student housing properties in the United States. It operates in four segments: Wholly-Owned Properties, On-Campus Participating Properties, Development Services and Property Management Services. As of December 31, 2011, the Company�� property portfolio contained 116 properties with approximately 71,800 beds in approximately 22,900 apartment units. Of the 116 properties, 11 were under development as of December 31, 2011. In July 2012, the Company acquired University Commons, a 480-bed off-campus community serving students attending the University of Minnesota. In September 2012, it acquired Campus Acquisitions��15 student housing properties with 6,579 beds. On November 30, 2012, the Company acquired student housing properties with 12,049 beds, including 366 beds at an additional phase from affiliates of Kayne Anderson Capital Advisors, L.P.

In December 2011, the Company acquired a 79.5% interest in a partnership that owns a 258-unit, 901-bed property (The Varsity) located near the campus of the University of Maryland in College Park, and a 367-unit, 1,026-bed wholly owned property (26 West) located near the campus of The University of Texas in Austin. In November 2011, the Company acquired a 370-unit, 684-bed wholly owned property (Studio Green) located near the campus of Florida State University in Tallahassee. In September 2011, the Company acquired a 216-unit, 792-bed wholly owned property (Eagles Trail) located near the campus of the University of Southern Mississippi in Hattiesburg. In July 2011, the Company acquired a retail shopping! center located near the campus of the University of Central Florida in Orlando. In April and May 2011, the Company sold four owned off-campus properties (Campus Club - Statesboro, River Club Apartments, River Walk Townhomes and Villas on Apache).

Through the Company�� taxable REIT subsidiaries (TRS), it also provides construction management and development services, primarily for student housing properties owned by colleges and universities, charitable foundations, and others. As of December 31, 2011, the Company provided third-party management and leasing services for 31 properties (nine of which the Company served as the third-party developer and construction manager) that represented approximately 24,200 beds in approximately 9,600 units, and one joint venture property in which the Company owns a noncontrolling interest with approximately 600 beds in approximately 200 units. As of December 31, 2011, the Company�� total owned, joint venture and third-party managed portfolio included 148 properties with approximately 96,600 beds in approximately 32,700 units.

The Company�� wholly-owned properties segment include American Campus Equity (ACE). Its On-Campus Participating Properties segment includes four on-campus properties owned by one of its TRSs that are operated under long-term ground/facility leases with two university systems. The Company�� third-party services consist of development services and management services and are typically provided to university and college clients. Many of its third-party management services are provided to clients for whom it also provides development services. The Company�� Development Services segment consists of development and construction management services that it provides through one of its TRSs for third-party owners. These services range from short-term consulting projects to long-term development and construction projects.

The Company�� pre-development services typically include feasibility studies for thir! d-party o! wners and design services. Feasibility studies include an initial feasibility analysis, review of conceptual design, and assistance with master planning. Construction management services consist of hiring of project professionals and a general contractor, coordinating and supervising the construction, equipping and furnishing process on behalf of the project owner, including site visits, hiring of a general contractor and project professionals, and coordination and administration of all activities necessary for project completion. The Company�� Property Management Services segment, conducted by its TRSs, includes revenues generated from third-party management contracts in which it is responsible for marketing, leasing administration, facilities maintenance, business administration, accounts payable, accounts receivable, financial reporting, capital projects and residence life student development.

Advisors' Opinion:

• [By GURUFOCUS]

  American Campus Communities, Inc. (ACC), an owner, manager, and developer of student housing, decreased 15.2% in the third quarter as the company's lease rates were weaker than expected. Supply in some of its markets increased, and REITS were hurt in the third quarter from rising yields as the 10-year Treasury yield approached 3% and made dividend yields on many REITs less attractive. However, we continue to believe the company is the best in its industry at developing properties and should improve its yields next year as the market absorbs the excess supply. (David Baron)

• [By Ben Levisohn]

  American Campus Communities (ACC) made the grade after three insiders at the student housing REIT bought $186,800. Leading the charge was CFO Jonathan Graf, who bought 3,700 shares for $67,700. InsiderScore categorized this combined purchase as a ��luster Buying Unusual Event��and also notes that the purchases came after ACC released weak earnings and lowered its guidance.

Best Up And Coming Companies To Invest In 2014: Cresud S.A.C.I.F. y A. (CRESY)

Cresud Sociedad An贸nima Comercial, Inmobiliaria, Financiera y Agropecuaria, an agricultural company, produces basic agricultural commodities in Brazil and other Latin American countries. It is involved in the production of various crops, such as wheat, corn, sunflower, soybean, and sorghum, as well as sugarcane; breeding and fattening of beef cattle for slaughterhouses and supermarkets; production of milk for sale to dairy companies; and leasing of farms. The company is also engaged in the development and sale of residential properties; acquisition of land reserves for development and sale; acquisition, development, and operation of shopping centers, offices, and other non-shopping center properties for rent; and acquisition and operation of luxury hotels, as well as consumer financing activities. As of June 30, 2013, it owned 33 farms with approximately 643,891 hectares. The company was founded in 1936 and is headquartered in Buenos Aires, Argentina.

Advisors' Opinion:

• [By Cameron Swinehart]

  Cresud (CRESY) -

  An Argentinean based agriculture company that currently owns roughly 2.4 million acres of farmland in Argentina, Brazil, Paraguay and Bolivia. CRESY produces a variety of crops consisting of soybeans, corn, and sugarcane. It also has operations in beef cattle and milk production. In the second quarter, Cresud sold 4 of its farms for roughly $60.5 million and saw large gains in its farmland development business. CRESY is currently trading down roughly 60% from its highs back in late 2010. Many farming companies have struggled to release value for shareholders with the drop in crop prices but now many are beginning to see value with the sale of farmland.

• [By Ian Wyatt]

  Cresud SA (CRESY) has 66% of those acres in Argentina; the rest are scattered through Brazil, Paraguay and Bolivia. In addition, it has extensive commercial property holdings in Buenos Aires.

Best Up And Coming Companies To Invest In 2014: CPFL Energia S.A.(CPL)

CPFL Energia S.A., through its subsidiaries, engages in the generation, distribution, and sale of electricity in Brazil. It generates electricity through hydroelectric, thermal, biomass, and wind power plants. The company also involves in the provision of energy commercialization, consultancy, and advisory services to agents in the energy sector; manufacture, commercialization, rental, and maintenance of electromechanical equipment; and provision of administrative services, as well as telephone answering services. It has an installed generating capacity of 2,309 MW. The company was founded in 1998 and is headquartered in Sao Paulo, Brazil.

Advisors' Opinion:

• [By Jake L'Ecuyer]

  Leading and Lagging Sectors
  Utilities sector gained 1.12 percent, with Companhia Paranaense de Energia (NYSE: ELP) moving up 4.3 percent to gain the top spot. Among leading sector stocks, gains came from Companhia de Saneamento Basico do Estado de Sao Paulo (NYSE: SBS), CPFL Energia SA (NYSE: CPL) and Companhia Energ茅tica de Minas Gerais SA (NYSE: CIG).

• [By Selena Maranjian]

  Brazilian electricity giant CPFL Energia S.A. (NYSE: CPL  ) sank 20%, and recently yielded 5.9%. Its long-term debt has been rising, largely due to acquisitions, and its free cash flow has been shrinking (and even turning negative�recently). But it has been investing heavily in alternative energies, and it serves a massive and growing market in Brazil. The country's growth has been slower than many would like, but that won't last forever.

• [By Garrett Cook]

  Toward the end of trading Friday, the Dow traded down 0.60 percent to 16,947.43 while the NASDAQ declined 0.75 percent to 4,557.59. The S&P also fell, dropping 0.83 percent to 1,980.97.

  Leading and Lagging Sectors Cyclical consumer goods & services shares fell by just 0.50 percent in trading on Friday. Top gainers in the sector included ULTA Salon, Cosmetics & Fragrance NASDAQ: (ULTA), up 17.5 percent, and 1-800-Flowers.com (NASDAQ: FLWS), up 4.5 percent. In trading on Friday, utilities shares were relative laggards, down on the day by about 1.89 percent. Meanwhile, top decliners in the sector included Companhia Energética de Minas Gerais - CEMIG (NYSE: CIG), down 4.7 percent, and CPFL Energia SA (NYSE: CPL), off 4.3 percent. Top Headline Darden Restaurants (NYSE: DRI) reported better-than-expected fiscal first quarter earnings. The Orlando, Florida-based company reported a quarterly loss of $19.3 million, or $0.14 per share, versus a year-ago profit of $42.2 million, or $0.32 per share. Excluding non-recurring items, the company earned $0.32 per share. Its sales surged to $1.6 billion versus $1.53 billion. However, analysts were expecting earnings of $0.30 per share on revenue of $1.6 billion. Equities Trading UP Conversant (NASDAQ: CNVR) shares shot up 30.25 percent to $34.79 after Alliance Data Systems (NYSE: ADS) announced its plans to buy Conversant for $35 per share. Shares of ULTA Salon, Cosmetics & Fragrance (NASDAQ: ULTA) got a boost, shooting up 17.69 percent to $114.72 after the company reported upbeat second-quarter results and raised its outlook. The company also unveiled a five-year plan for impressive growth. Sportsman's Warehouse Holdings (NASDAQ: SPWH) shares were also up, gaining 15.89 percent to $7.00 after the company reported stronger-than-expected fiscal second-quarter results. Equities Trading DOWN Shares of Ruckus Wireless (NASDAQ: RKUS) were down 5.19 percent to $14.35. Buckingham