Hot International Companies To Own For 2014

The airline industry is on a flight path for higher altitude this year, as economic recovery fuels demand for travel among newly con颅fident consumers.

Last year, the industry racked up revenue of $637 billion and earnings of $6.7 billion. Despite these gains, stocks of the strongest carriers are trading at at颅tractive valuations, making this a good time to grab a cheap seat on the sector�� upward trajectory. Below, we look at two of the most promising airlines.

Delta Air Lines (DAL)

Delta, the world�� second-largest airline, commands a growing domestic and international presence.

Top 10 New Stocks To Watch Right Now: Cadence Design Systems Inc (CDS)

Cadence Design Systems, Inc. (Cadence) develops electronic design automation (EDA), software, hardware, and silicon intellectual property (IP). Cadence licenses software and IP, sells or leases hardware technology and provides engineering and education services worldwide to help manage and accelerate electronics product development processes. The Company�� customers use its products and services to design and develop complex integrated circuits (ICs) and electronics systems. The Company combines its products and technologies into platforms for four design activities: Functional Verification; Digital IC Design and Implementation; Custom IC Design and Verification, and System Interconnect Design. It sells software using three license types: subscription, term and perpetual. It also offers a number of fee-based services, including engineering and education services. In June 2010, Cadence acquired Denali Software, Inc. (Denali). In May 2011, it acquired Altos Design Automation, Inc. On July 11, 2011, the Company acquired Azuro, Inc. In July 2012, the Company acquired Sigrity, Inc. In April 2013, Cadence Design Systems Inc announced the acquisition of Tensilica, Inc. In May 2013, the Company acquired Cosmic Circuits Pvt Ltd. In June 2013, Cadence Design Systems Inc announced that it has completed the acquisition of the IP business of Poland-based Evatronix, SA SKA. In February 2014, Cadence Design Systems Inc completed the acquisition of Forte Design Systems.

The four Cadence design platforms are branded as Incisive functional verification, Encounter digital IC design, Virtuoso custom design and Allegro system interconnect design. In addition, the Company augments these platform product offerings with a set of design for manufacturing (DFM), products that service both the digital and custom IC design flows. These solutions and their constituent elements are marketed to users who specialize in areas, such as system design and verification, functional verification, logic design, digital imple! mentation, custom IC design and printed circuit board (PCB), and IC package / SiP design.

Functional Verification

Cadence�� functional verification offerings consist of two categories: Logic Verification and System Design and Verification. Logic Verification offering consists of planning, property checking, testbench simulation, verification IP, and environment capabilities within the Incisive functional verification platform. This offering enables the Company�� customers to employ enterprise-level verification process automation, including metric-driven verification planning, process tracking and management. System Design and Verification offerings consist of hardware-assisted verification with emulation and acceleration, including the verification computing platform Palladium XP, Palladium and Xtreme platforms, system-level design capabilities, verification IP, estimation of system-on-chip (SoC), consulting services, and methodologies. The QuickCycles program allows customers access to its simulation acceleration and emulation products, either on their secure Internet site or remotely over a secure network connection. The products obtained through the acquisition of Denali include verification IP, memory models, and design IP.

Digital IC Design and Implementation

Cadence�� Digital IC offerings are used by its customers to create logical representations of a digital circuit or IC. The Company�� Digital IC offerings include two categories: Logic Design and Physical Implementation. Logic Design offering consists of formal verification, equivalency checking, synthesis and test capabilities within the Encounter digital IC design platform and property checking, simulation, and environment capabilities within the Incisive functional verification platform. This offering provides chip planning, design, verification and test technologies and services to customers across all digital design end markets. Physical Implementation offering consists of a ra! nge of th! e Encounter digital IC design platform capabilities. The Physical Implementation offering includes timing analysis, signal integrity, power analysis, extraction, physical verification, and place and route capabilities within the Encounter digital IC design platform. It enables the customers to create a physical representation of logic models, analyze electrical and physical characteristics of a design and prepare a design for manufacturing.

Custom IC Design and Verification

Cadence�� Custom IC Design and Verification offerings are used by its customers to create schematic representations of circuits down to the transistor level for analog, mixed-signal, custom digital, memory and radio frequency (RF) designs. These logical representations are verified using simulation tools optimized for each type of design. The offering includes the environment, IC layout and simulation capabilities within the Virtuoso custom design platform. Other tools in the Custom IC portfolio are used to prepare the designs for manufacturing.

System Interconnect Design

Cadence�� System Interconnect Design offerings are used by its customers to develop printed circuit board (PCBs), and IC packages. The offerings include the capabilities within the Allegro system interconnect design platform: PCB, IC package, SiP, design management and collaboration. The Company�� offerings also include the simulation capability within the Virtuoso custom design platform. These offerings enable engineers who are responsible for the capture, layout and analysis of advanced PCB and IC packages to design electronic products across the domains of IC, IC package and PCB. For PCB customers, the Company provides the OrCAD family of offerings that is marketed worldwide through a network of resellers.

The Company competes with Synopsys, Inc., Mentor Graphics Corporation and Magma Design Automation, Inc.

Advisors' Opinion:

• [By Jim Jubak]

  The price of Credit-Default Swaps (CDS) used to insure US government debt against the possibility of default climbed to 35.5 basis points Wednesday. That was the highest level in six months, and up from 32 basis points on Friday, September 27. But that level is still well below the 62 basis points it cost to insure US government debt against default at the time of last debt ceiling battle, in the summer of 2011. That was the highest level since the global financial crisis. (What this means is that an investor would pay 62,000 euros a year to insure 10 million euros of US Treasuries against a default in the next five years. The contract is denominated in euros to offset the impact of a default on the US dollar.) This insurance is getting more popular too, with these CDS contracts ranking as the fifteenth most traded of the contracts tracked by the Depository Trust & Clearing Corp. in the week through Sept. 27. That's up from a rank of 147th for the previous week.

Hot International Companies To Own For 2014: Clarke(t)

T.Clarke plc, a building services contractor, provides electrical and mechanical installation services and supplies associated equipment. The company offers information communications technology (ICT) services in the areas of structured cabling and connectivity, network infrastructure and security, networked energy management, data centre infrastructure, and managed and support services; facilities management services, such as preventative, reactive, and planned maintenance solutions; and green technologies services, which comprise photovoltaics, rainwater harvesting, biomass boilers, ground source heating, air source heating, wind turbines, lighting, and carbon reduction audit services. It also provides massive reading station redevelopment, cross rail, border rail link, and underground power upgrade services for the rail sector; lifecycle building services combining mechanical and electrical works with ICT for utilities and technologies sectors; lifecycle services for ho tel and residential sectors, which include electrical, ICT, and mechanical systems design, installation, commissioning, and maintenance; and mechanical and electrical contracting services for education, healthcare, government/local authority, retail and leisure, stadiums, transport, towers, media, and residential sectors. In addition, the company manufactures and prefabricates elements of an installation, as well as engineering components. T.Clarke plc was founded in 1889 and is headquartered in London, the United Kingdom.

Advisors' Opinion:

• [By Douglas A. McIntyre]

  Among Blackberry’s greatest enemies are the huge U.S. carriers, AT&T (NYSE: T) and Verizon (NYSE: VZ). One of the primary way these companies sell Blackerry devices is to recycle used ones and offer them to customers for $.99 or even zero. Blackberry’s Q10, priced at $199, has to compete with those particularly low offers. AT&T probably reasons that so few people will buy the more expensive Blackberry that it may as well give away devices to customers who are willing to consider the brand at all.

• [By WALLSTCHEATSHEET]

  AT&T is a communications and entertainment bellwether. The company is looking to expand its reach through a potential acquisition, but a recent negative earnings report has investors disappointed. The stock has not done very well in the last year, but seems to be stabilizing near current prices. Over the last four quarters, investors in the company have not been pleased — earnings have improved, while revenue figures have been mixed. Relative to its peers and sector, AT&T has been a poor year-to-date performer. WAIT AND SEE what AT&T does this coming quarter.

Hot International Companies To Own For 2014: Rubicon Minerals Corp(RBY)

Rubicon Minerals Corporation, a mineral exploration company, engages in the acquisition, exploration, and development of mineral properties in Canada and the United States. It primarily explores for gold and base metal deposits. The company?s key asset is the Phoenix Gold Project located in the Red Lake gold camp, in the Province of Ontario. As of March 31, 2010, it controlled approximately 65,000 acres of prime exploration ground in the prolific Red Lake gold district of Ontario, Canada, as well as approximately 380,000 acres surrounding the Pogo Mine in Alaska and approximately 225,000 acres in northeast Nevada. The company was founded in 1996 and is headquartered in Vancouver, Canada.

Advisors' Opinion:

• [By Sean Williams]

  Another reason this fund looks attractive (at least to me) is that Rubicon Minerals (NYSEMKT: RBY  ) is one of its largest holdings at 6.02% of its assets as of May 10, 2013. Rubicon is in the late stages of the development process for the F2 Gold System, which has yielded drilling assessments as high as 767 grams/ton. F2 appears to be just as bountiful in gold well below the surface as it is near the surface, which could mean a very long and profitable mine life for Rubicon.

Hot International Companies To Own For 2014: ING Groep NV (INGA)

ING Groep N.V. (ING) is a global financial institution offering banking, investments, life insurance and retirement services to meet the needs of the customers. The Company�� segments include banking and insurance. Banking segment includes retail Netherlands, retail Belgium, ING direct, retail central Europe (CE), retail Asia, commercial banking (excluding real estate), ING real estate and corporate line banking. Insurance segment includes insurance Benelux, insurance central and rest of Europe (CRE), insurance United States (US), Insurance US closed block VA, insurance Asia/Pacific, ING investment management (IM) and corporate line insurance. In November 2013, the Company completed the sale of ING Hipotecaria to Banco Santander (Mexico), S.A. In December 2013, the Company completed the sale of its 33.3% interest in China Merchants Fund to its joint venture partners China Merchants Bank Co Ltd and China Merchants Securities Co Ltd, and divested ING Life Korea to MBK Partners. Advisors' Opinion:

• [By Sofia Horta e Costa]

  ING (INGA), which received a 10 billion-euro government bailout in 2008, gained 5.1 percent to 8.26 euros. Underlying pretax profit for the banking unit rose 14 percent to 1.15 billion euros in the second quarter as the interest margin improved and cost cuts paid off, the biggest Dutch financial-services company said.

Hot International Companies To Own For 2014: Sensient Technologies Corp (SXT)

Sensient Technologies Corporation, incorporated on December 07, 1882, is a global manufacturer and marketer of colors, flavors and fragrances. Sensient uses advanced technologies at facilities around the world to develop specialty food and beverage systems, cosmetic and pharmaceutical systems, inkjet and specialty inks and colors, and other specialty and chemicals. The Company�� customers include international manufacturers representing some of the Known brands. The Company operates in two segments: Flavors & Fragrances Group and the Color Group. The Asia Pacific and the China Groups are included in the Corporate & Other category, along with the Company�� corporate expenses. The Company's principal products include: flavors, flavor enhancers and bionutrients; fragrances and aroma chemicals; dehydrated vegetables and other food ingredients; natural and synthetic food and beverage colors; cosmetic and pharmaceutical colors and additives; and technical colors, inkjet colors and inks, and specialty dyes and pigments.

Flavors & Fragrances Group

The Company is a developer, manufacturer and supplier of flavor and fragrance systems for the food, beverage, pharmaceutical, personal care and household-products industries. The Company�� flavor formulations are used in consumer products. Under the unified brand names of Sensient Flavors, Sensient Dehydrated Flavors and Sensient Fragrances, the Company is a supplier to multinational companies. The Flavors & Fragrances Group produces flavor and fragrance products, which impart a taste, texture, aroma and/or other characteristics to a range of consumer and other products. It includes the Company�� dehydrated flavors business, which produces ingredients for food processors. The products are systems products, including flavor-delivery systems, and compounded and blended products. In addition, the Company is engaged in selected ingredient products, such as essential oils, natural and synthetic flavors, and aroma chemicals. The Company ! serves food and non-food industries. In food industries, markets include savory, beverage, dairy, confectionery and bakery flavors. In non-food industries, the Company supplies fragrance products to the personal and home-care markets and supplies flavor products to the pharmaceuticals market.

Operating through the Company�� Sensient Dehydrated Flavors business, the Company is produces dehydrated onion and garlic products in the United States. The Company is also producers and distributors of chili powder, paprika, chili pepper and dehydrated vegetables, such as parsley, celery and spinach. Domestically, the Company sells dehydrated products to food manufacturers for use as ingredients and also for repackaging under private labels for sale to the retail market and to the food service industry. In addition, Sensient Dehydrated Flavors is dehydrators of specialty vegetables in Europe. The Flavors & Fragrances Group operates through the Company's subsidiaries Sensient Flavors LLC and Sensient Dehydrated Flavors LLC. The Company�� principal manufacturing plants are located in California, Illinois, Indiana, Michigan, Wisconsin, Belgium, Canada, the People�� Republic of China, France, Germany, Italy, Mexico, the Netherlands, Spain and the United Kingdom.

Color Group

The Company is a developer, manufacturer and supplier of colors for businesses globally. The Company provides natural and synthetic color systems for use in foods, beverages and pharmaceuticals; colors and other ingredients for cosmetics and pharmaceuticals, and technical colors for industrial applications and digital imaging. The Company sells its synthetic and natural colors to domestic and international producers of beverages, bakery products, processed foods, confections, pet foods, cosmetics and pharmaceuticals. The Company also makes inkjet inks and other dyes and pigments used in a variety of non-food applications.

The Color Group operates through the Company's subsidiary Sensient Col! ors LLC. ! Its principal manufacturing plants are located in California, Missouri, New Jersey, Brazil, Canada, Mexico, France, Germany, Hungary, Italy, Switzerland and the United Kingdom. The Color Group operates under trade names of Sensient Food Colors (food and beverage colors); Sensient Pharmaceutical Coating Systems (pharmaceutical colors and coatings); Sensient Cosmetic Technologies (cosmetic colors and ingredients and systems). and Sensient Industrial Colors (including paper colors; industrial colors for plastics, leather, wood stains, antifreeze and other uses; inkjet colors and inks; specialty inks, and display imaging).

Asia Pacific and China Groups

The Asia Pacific Group and the China Group focus on marketing the Company�� diverse product line in the Pacific Rim under the Sensient name. Through these operations, the Company offers a range of products from its Flavors & Fragrances Group and Color Group, as well as products developed by regional technical teams to appeal to local preferences. Sales, marketing and technical functions are managed through the Asia Pacific Group's headquarters in Australia. Manufacturing operations are located in Australia, Japan, New Zealand and the Philippines. The Asia Pacific Group maintains offices for research and development, as well as sales, in India, Indonesia, Korea, Singapore and Thailand.

Advisors' Opinion:

• [By Seth Jayson]

  Calling all cash flows
  When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Sensient Technologies (NYSE: SXT  ) , whose recent revenue and earnings are plotted below.

Hot International Companies To Own For 2014: Siebert Financial Corp.(SIEB)

Siebert Financial Corp., through its subsidiary, Muriel Siebert & Co., Inc., engages in the retail discount brokerage and investment banking operations in the United States. The company provides Internet and traditional discount brokerage and related services to retail investors; independent retail execution services; and retail customer services. It also offers various self-directed retirement accounts, for which it acts as agent on various transactions; and lends customers a portion of the market value of certain securities held in the customer?s account through its clearing agent. In addition, the company, through its other subsidiary, Siebert Woman?s Financial Network, Inc., provides products, services, and information to serve women?s financial needs. Further, Siebert Financial Corp. offers equity execution services on an agency basis, as well as equity and fixed income underwriting and investment banking services to institutional investors, and issuers of equity a nd fixed-income securities. The company provides its discount brokerage services through a broker on the telephone, through a wireless device, or via the Internet. It maintains seven retail discount brokerage offices in New York; Jersey City, New Jersey; Boca Raton, Surfside, West Palm Beach, and Naples, Florida; and Beverly Hills, California. The company was founded in 1886 and is headquartered in New York, New York.

Advisors' Opinion:

• [By Jon C. Ogg]

  Muriel Siebert, founder of Siebert Financial Corp. (NASDAQ: SIEB), passed away over the weekend. Many new investors may not know her nor may they know just how important and influential she was on Wall Street and in the financial services industries. Ms. Siebert died at the age of 80 years old, and we wanted to list some of her accomplishments that have led to at least more equality among women in what had been a men-only club before she came on the stage.

Hot International Companies To Own For 2014: Endo Pharmaceuticals Holdings Inc. (ENDP)

Endo Health Solutions Inc. provides specialty healthcare solutions in the United States and internationally. The company�s Endo Pharmaceuticals segment offers branded prescription products, including Lidoderm, Opana ER, Percocet, Voltaren Gel, Frova, Supprelin LA, Vantas, Valstar, and Fortesta Gel for pain, urology, endocrinology, and oncology. Its Qualitest segment provides non-branded generic products in the pain management, urology, central nervous system disorders, immunosuppression, oncology, women�s health, and hypertension markets. The company�s AMS segment offers various technology solutions comprising AMS 700 MS series, AMS 800 artificial urinary sphincter, GreenLight XPS laser system, Elevate transvaginal pelvic floor repair system, and Monarc subfascial hammock products in the areas of men�s and women�s health, and BPH therapy. Its HealthTronics segment provides urological services, such as lithotripsy, prostate treatment, anatomical pathology, and electron ic medical record services to urologists, hospitals, surgery centers, and clinics; and manufactures, sells, and maintains medical devices for tissue and tumor ablation. The company�s products under development primarily include Aveed, an injectable testosterone preparation to treat male hypogonadism; BEMA Buprenorphine, a transmucosal form of buprenorphine in Phase III trials for treating moderate to severe chronic pain; ODM-201, an androgen receptor antagonist in Phase II clinical testing to treat castrate resistant prostate cancer; and EN3342, a polyurethane implant in Phase I/II trials for the maintenance treatment of schizophrenia in adults. It serves pharmacy chains directly; and hospitals, governmental agencies, pharmacies, and physicians through wholesale drug distributors. The company was formerly known as Endo Pharmaceuticals Holdings Inc. and changed its name to Endo Health Solutions Inc. in May 2012. Endo Health Solutions Inc. was founded in 1997 and is headquart ered in Malvern, Pennsylvania.

Advisors' Opinion:

• [By Ben Levisohn]

  Endo Health Systems (ENDP) made big news on Nov. 5, when it announced it would buy Paladin for some $1.6 billion, and create a new holding company in Ireland to own both companies and spin off a company called Knight Therapeutics to be based in Canada.

  If that makes your head spin, it should. It’s an extremely complicated deal that should lower Endo’s tax rate and make it more competitive in the generic drug market. And despite all the moving parts, investors seem to love the deal: Shares of Endo have gained nearly 50% since the deal was announced.

  It’s been ten days since the deal, so it seems like a good time to step back and consider whether it was really a good idea. JPMorgan, for one, thinks it was. In a note today, analyst Chris Schott and team write:

  While the Paladin deal expands potential growth areas for the company, Endo�� business development focus remains on the heavily fragmented US market, where the company believes it can create the most value by operating acquired assets more efficiently. Management sees a robust pipeline of potential future deals and does not necessarily view other companies that benefit from a low tax rate [(Actavis (ACT), Perrigo (PRGO), Valeant Pharmaceuticals International (VRX))] as direct competitors for the assets it is targeting. We believe business development is likely to accelerate post the Paladin deal and the re-domicile to Ireland, and view Endo as in the early stages of its consolidation strategy…And with greater than $2 billion in capacity to do deals, we expect business development to accelerate.

  So despite the big rally, Schott remains positive on the stock and raises its price target to $73 from $65.

  Shares of Endo have dropped 0.7% to $65.23 today at 3:31.

• [By Jon C. Ogg]

  Endo Health Solutions Inc. (NASDAQ: ENDP) is executing on its own plan in the report. Merrill Lynch noted that it is agnostic to the therapeutic area, but will focus on specialty areas outside of the U.S. and look in emerging markets. They believe it will do deals in the $250 to $500 million range. Endo’s market cap is $7.4 billion and is listed as having made 5 acquisitions over the last ten years.