Canadian oil-sands producers may want to sing "I Want to Be Free" right about now. Between the European Union's proposal of a penalty on oil sands consumed in Europe and the political wrangling surrounding TransCanada's (NYSE: TRP ) Keystone XL pipeline, producers just can't seem to find a market. Even without the political problems, there are still some massive logistics problems facing Canadian oil sands. Let's take a look at one critical issue with Canadian oil sands and how one U.S. energy play could be a savior.
Sweet Sticky Thing
Even though we call everything "crude oil," every source of crude is different. Crude is a collection of hundreds of different types of molecules that are based on the same basic concept: chains or rings of carbon atoms flanked by hydrogen atoms. Depending on where oil comes from, the percentages of these molecule types change, which changes the physical properties -- and the market value -- of these crudes. In the case of the Canadian oil sands, the product is considered a heavy oil/bitumen crude source. This means it has a much higher percentage of long-chain molecules used for products such as lubricants, residual fuels such as home heating oil, and asphalt for roads and roofs. By contrast, lighter oil types, such as what we're seeing from shale oil in the U.S., have more short-chain molecules and will produce a higher percentage of light products, such as gasoline, kerosene, and jet fuel.�
10 Best Clean Energy Stocks To Own For 2015: STMicroelectronics N.V.(STM)
STMicroelectronics N.V., an independent semiconductor company, engages in the design, development, manufacture, and marketing of a range of semiconductor integrated circuits and discrete devices. Its products include discrete and standard commodity components, application-specific integrated circuits, custom devices and semi-custom devices, and application-specific standard products for analog, digital, and mixed-signal applications. The company also offers subsystems and modules for the telecommunications, automotive, and industrial markets comprising mobile phone accessories, battery chargers, ISDN power supplies, and in-vehicle equipment for electronic toll payment, as well as provides Smartcard products. Its products are used in various microelectronic applications consisting of automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation, and control systems. The company sells its products through distributors and ret ailers. STMicroelectronics N.V. was founded in 1987 and is headquartered in Geneva, Switzerland.
Advisors' Opinion:- [By Tyler Laundon]
Analog Devices (ADI) is one of the largest semiconductor companies in the motion-sensing space, with a market cap of $15.87 billion. STM Electronics (STM) is a slightly smaller manufacturer; its market cap is $7.6 billion.
Top 5 European Stocks To Watch Right Now: Fresenius Medical Care Corporation (FMS)
Fresenius Medical Care AG & Co. KGaA, a dialysis company, provides products and services for patients with chronic kidney diseases. As of May 12, 2011, it provided dialysis care services to 216,942 patients through its network of 2,769 dialysis clinics primarily in North America, Europe, Latin America, the Asia-Pacific, and Africa. The company also develops and manufactures various dialysis products, including hemodialysis machines, dialyzers, hemofilters, dialysis fluid filters, tubing systems, fistula needles, dialysis related equipment, acute hemodialysis machines, plasma filters, acute tubing systems and cassettes, catheters, and related disposable products for chronic hemodialysis, acute therapy, home therapy, and therapeutic apheresis, as well as dialysis drugs. In addition, it provides laboratory services. Fresenius Medical sells its products through distributors. The company was founded in 1996 and is headquartered in Bad Homburg, Germany.
Advisors' Opinion:- [By Johanna Bennett]
The Centers for Medicare and Medicaid decided today to cut government payment to dialysis clinics. So why did share prices for DaVita HealthCare Partners (DVA) and rival Fresenius Medical Care (FMS) rise so steeply today?
- [By John Udovich]
Small cap dialysis stock Rockwell Medical Inc (NASDAQ: RMTI) looks set to decline when the market opens after Brean Capital initiated coverage with a sell rating and a price target of $4.00, meaning it might be time to take a closer look at what is going on with the stock along with�the performance of large cap dialysis stocks DaVita Healthcare Partners (NYSE: DVA)�and Fresenius Medical Care (NYSE: FMS) along with small cap dialysis stocks NxStage Medical, Inc (NASDAQ: NXTM).�
- [By Johanna Bennett]
Dialysis provider DaVita Healthcare Partners (DVA) soared almost 8.9% to close at $61.55 after the market learned that Medicare funding cuts would come in lower than expected. Rival Fresenius Medical Care (FMS) rose 7.2% on the same news.
Top 5 European Stocks To Watch Right Now: Telefonica SA(TEF)
Telefonica, S.A. provides fixed and mobile telephony services primarily in Spain, rest of Europe, and Latin America. Its fixed telecommunication services include PSTN lines; ISDN accesses; public telephone; local, domestic, and international long distance and fixed-to-mobile communications; corporate communications; video telephony; supplementary and business-oriented value-added services; network services; leasing and sale of handset equipment; and telephony information services. The company?s Internet and broadband multimedia services comprise Internet service provider service; portal and network services; retail and wholesale broadband access; narrowband switched access to Internet; naked ADSL, a broadband connection; residential-oriented value-added services; companies-oriented value-added services; television services, such as IPTV, cable television, and satellite television; and Fiber to the Home, a service for high speed Internet access and digital video recording. Its data and business-solutions services principally include leased lines; virtual private network services; fiber optics services; the provision of hosting and application; outsourcing and consultancy services; desktop services; and system integration and professional services. The company?s wholesale services for telecommunication operators primarily comprise domestic interconnection services; international wholesale services; leased lines for other operators? network deployment; local loop leasing under the unbundled local loop regulation framework; and bit stream services. It also offers various mobile and related services and products that include mobile voice services, value added services, mobile data and Internet services, wholesale services, corporate services, roaming, fixed wireless, and trunking and paging services. The company has a strategic alliance with China Unicom (Hong Kong) Limited. Telefonica, S.A. was founded in 1924 and is headquartered in Madrid, Spai n.
Advisors' Opinion:- [By The Investment Doctor]
In this article I'll follow up on my earlier article on Telefonica (TEF) 'Why Telefonica might be a good investment right now', and have a look at the company's H1 financial results which were published last week. I'll first discuss the numbers, have a closer look at the debt level (as it's one of Telefonica's priorities to considerably reduce this debt) and give my updated opinion at the end of this article.
- [By Dan Caplinger]
You can see the same trends among many individual European stocks. Telecom giant Telefonica (NYSE: TEF ) has big exposure to Latin America, but investors focus on its home country of Spain in limiting its gains. The same trend has affected French oil giant Total (NYSE: TOT ) , which shares the same exposure to energy projects around the world yet has been tarnished by its proximity to the crisis-ridden continent. By focusing on value rather than perception, you can get some great values when others are being irrational.
- [By Dan Caplinger]
Working with incomplete information is something markets are used to, though, despite the volatility that it can produce. AT&T (NYSE: T ) posted minimal gains after Spain's Telefonica (NYSE: TEF ) denied rumors that AT&T was looking to buy out the European telecom giant. With its already massive position in the U.S. wireless market, AT&T will have to look abroad for substantial growth opportunities. With Telefonica having chosen to cut its dividend temporarily in order to reallocate capital, a buyout might have been good news for its shareholders; Telefonica stock is up 3.5% despite its denial. Still, given the amount of money involved -- $93 billion, according to one report -- it would take a massive commitment to get the deal done.
- [By Holly LaFon]
Charlie: Yes, I have a question. Do you think the opportunity is more in stocks or in debt, or both? If you look at Spain, the biggest companies in Spain, one is a bank, Bank Santander (STD). The other is Telefonica (TEF), a phone company. What other opportunities do you see there?
Top 5 European Stocks To Watch Right Now: Aercap Holdings N.V. (AER)
AerCap Holdings N.V., through its subsidiaries, operates as an integrated aviation company worldwide. It engages in leasing and trading aircraft and engines; and selling parts. The company also provides aircraft management services, as well as aircraft and limited engine MRO services, and aircraft disassembly services through its repair stations. In addition, it offers aircraft services, including remarketing aircraft; collecting rental and maintenance payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; conducting ongoing lessee financial performance reviews; inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research. The company?s management services include leasing and remarketing, cash management and treasury, technical advisory, and accounting and administrative services. As of March 31, 2011, it owned 272 aircraft and 95 engines, which it leased under operating leases to 118 lessees in 53 countries. The company was founded in 1995 and is headquartered in Schiphol, the Netherlands.
Advisors' Opinion:- [By John Udovich]
Yesterday around midday,�Netherlands based aviation leasing stock�AerCap Holdings N.V. (NYSE: AER) began surging on rumors and closed up 11.6%, meaning its probably time to take a closer look at those rumors along with aviation leasing peers like small caps or mid caps�Aircastle Limited (NYSE: AYR), Air Lease Corp (NYSE: AL), Fly Leasing Ltd (NYSE: FLY) and AeroCentury Corp (NYSEMKT: ACY).
- [By Jayson Derrick]
Analysts at Barclays maintained an Equal-weight rating on Aercap Holdings (NYSE: AER) with a price target raised to $53 from a previous $24. Shares lost 1.32 percent, closing at $47.06.
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