On Tuesday, small cap watchmaker Movado Group, Inc (NYSE: MOV) surged 10.5% after it reported earnings and it�� the only real pure play watchmaker as�mid cap Fossil Group Inc (NASDAQ: FOSL) has diversified into other accessories and has almost tripled over the past five years. Given the problems many clothing retailers are having, its probably worth taking a closer look whether or not watchmakers or other accessory stocks might make better investments.
What�You Need to Know About Movado Group and Fossil GroupHere is what you need to know about�both watchmakers:
Small cap Movado Group, Inc. designs, manufactures and distributes watches from ten of the most ��ecognized and respected��names in watchmaking: Movado, Concord, EBEL,�ESQ Movado, Coach, HUGO BOSS, Juicy Couture, Lacoste, Tommy Hilfiger and Scuderia Ferrari. The Movado Group has�manufacturing facilities in Switzerland; its corporate headquarters in Paramus, New Jersey, USA and Bienne, Switzerland; and�sales and distribution offices around the world as its�timepieces are sold throughout North and South America, Europe, Asia and the Far East. Yesterday, Movado Group reported a 17% revenue increase to $138.3 million�thanks to higher�sales of its namesake watches and Scuderia Ferrari plus the later timing of the Swiss international watch and jewelry fair held annually in Basel. Net income�came in at�$20.7 million verses $14.7 million. The Movado Group also raised its full-year earnings and revenue forecasts plus raised quarterly dividend by 60% to 8 cents per share.�It should be noted that in the earnings call, the COO stated:��he sales growth is all driven by productivity. When you look at it -- and I'll remind you of the percentages of market growth that took place in the U.S. When you look at the Movado brand -- and again, this is third-party independent data -- the market excluding Movado in our price points of $300 to $3,000, grew 1% for the 12-month period ended June 30, 2013. Movado grew in excess of 15%.
Top Value Companies To Invest In Right Now: Silver Wheaton Corp(SLW)
Silver Wheaton Corp., together with its subsidiaries, operates as a silver streaming company worldwide. The company has 14 long-term silver purchase agreements and 2 long-term precious metal purchase agreements whereby it acquires silver and gold production from the counterparties located in Mexico, the United States, Canada, Greece, Sweden, Peru, Chile, Argentina, and Portugal. Silver Wheaton Corp. is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Jason Hall]
2. Broad exposure to the largest gold-producers�
The Market Vectors Gold Miners ETF holds some 40 different stocks, giving broad exposure to gold miners. Because the fund is weighted by market capitalization, the largest companies make up the majority of the fund.�More than 40% of the fund is allocated to four companies:�Goldcorp� (NYSE: GG ) ,�Barrick Gold� (NYSE: ABX ) ,�Newmont Mining� (NYSE: NEM ) , and�Silver Wheaton� (NYSE: SLW ) . - [By Dan Caplinger]
Motley Fool contributing writer Dan Caplinger explains silver streaming, the unique�business model of Silver Wheaton (NYSE: SLW ) , whereby SLW offers financing to mining companies in return for the right to buy future production of silver at a discount.
Top 5 Mid Cap Stocks To Watch For 2014: Allscripts Healthcare Solutions Inc.(MDRX)
Allscripts Healthcare Solutions, Inc. provides clinical, financial, connectivity, and information solutions and related professional services to hospitals, physicians, and post-acute organizations primarily in the United States and Canada. The company?s integrated clinical software applications include acute care electronic health records, clinical and practice management solutions, revenue cycle management software, clearinghouse services, stand-alone electronic prescribing, and document imaging solutions, as well as various solutions for home care, hospice, skilled nursing, and other post-acute organizations. It also provides electronic medical records software; practice management software; electronic claims administration services; related installation and training services; hosting services for its software and outsourced solutions; and information technology outsourcing services. In addition, the company also resells related hardware products. Allscripts Healthcare Solutions, Inc. is headquartered in Chicago, Illinois.
Advisors' Opinion:- [By Keith Speights]
GE Healthcare also claims one of the top spots in the world of electronic medical records. The Centers for Medicare and Medicaid Services, or CMS, reported recently that the company ranked in the No. 5 spot for Meaningful Use attestations needed for health care providers to receive federal incentives. Only two publicly traded companies placed higher than GE Healthcare -- Allscripts (NASDAQ: MDRX ) and Quality Systems' (NASDAQ: QSII ) NextGen Healthcare unit.
- [By Keith Speights]
As you might expect, large EHR systems vendors enthusiastically welcomed passage of HITECH. What company wouldn't enjoy having the government pay customers to buy its products and fine them if they didn't? Allscripts (NASDAQ: MDRX ) reported total revenue of $548 million in the fiscal year ending in May 2009. At the end of 2012, the company's annual revenue topped $1.4 billion -- thanks in no small part to Uncle Sam.
Top 5 Mid Cap Stocks To Watch For 2014: Cape Bancorp Inc.(CBNJ)
Cape Bancorp, Inc. operates as the holding company for the Cape Bank that provides a line of business and personal banking products to retail customers and small and mid-sized businesses primarily in Cape May and Atlantic Counties, New Jersey. Its deposit products include non-interest-bearing demand deposits, such as checking accounts; interest-bearing demand accounts, including NOW and money market accounts; savings accounts; and certificates of deposit. The company?s loan products portfolio comprises commercial mortgage loans, one-to-four family residential mortgage loans, commercial business loans, construction loans, home equity loans and lines of credit, and other consumer loans. It operates through its 16 full service branch offices located in Atlantic and Cape May counties in southern New Jersey; and a loan production office in Burlington County. The company was founded in 1923 and is based in Cape May Court House, New Jersey.
Advisors' Opinion:- [By Tim Melvin]
Right now I know that silver miners like Pan American Silver (PAAS) and Coeur Mining (CDE) are very cheap on an asset basis. I know that oil and gas producers like Swift Energy (SFY) and WPX Energy (WPX) are priced as if no one will ever use the stuff again. I know that small banks like Cape Bancorp (CBNJ) and Essa Bancorp (ESSA) are crazy-cheap — and if the world does not end, those stocks will be a lot higher in a few years.
Top 5 Mid Cap Stocks To Watch For 2014: Mylan Inc (MYL)
Mylan Inc. (Mylan), incorporated in 1970, is a pharmaceutical company, which develops, licenses, manufactures, markets and distributes generic, branded generic and specialty pharmaceuticals. The Company operates a specialty business, which is focused on respiratory, allergy and psychiatric therapies. Through Mylan Laboratories Limited, an Indian subsidiary, it manufactures and supply active pharmaceutical ingredient (API) for its own products and pipeline, as well as for third parties. On December 23, 2011, Mylan completed the acquisition of rights to develop, manufacture and commercialize a generic equivalent to GlaxoSmithKline�� Advair Diskus and Seretide Diskus incorporating Pfizer Inc.��, (Pfizer) dry powder inhaler delivery platform (the Respiratory Delivery Platform). In February 2012, Valeant Pharmaceuticals International, Inc. announced that it has completed the divestiture of 1% clindamycin and 5% benzoyl peroxide gel (IDP-111), a generic version of Benzaclin, and 5% fluorouracil cream, (5-FU), an authorized generic of Efudex, to the Company.
As of December 31, 2011, Mylan marketed a global portfolio of approximately 1,100 different products covering a range of therapeutic categories. It offers a range of dosage forms and delivery systems, including oral solids, topicals, liquids and semi-solids. In addition, it focuses on transdermal patches, high potency formulations, injectables, controlled release and respiratory delivery products. Mylan operates in two segments: Generics and Specialty. Its revenues are derived from the sale of generic and branded generic pharmaceuticals, specialty pharmaceuticals and API. Its generic pharmaceutical business is conducted in the United States and Canada (collectively, North America); Europe, the Middle East, and Africa (collectively, EMEA), and India, Australia, Japan and New Zealand (collectively, Asia Pacific). Its API business is conducted through Mylan Laboratories Limited, which is included within the Asia Pacific region in its Generi! cs segment. Its specialty pharmaceutical business is conducted by Dey Pharma, L.P. (Dey).
Generics Segment
The Company sales in the United States are derived through its wholly owned subsidiary Mylan Pharmaceuticals Inc. (MPI), its primary United States pharmaceutical research, development, manufacturing, marketing and distribution subsidiary, as well as through Mylan Institutional (MI). MPI�� net revenues are derived from the sale of solid oral dosage and transdermal patch products. MI�� net revenues are derived from the sale of its unit dose and injectable product offerings. In the United States, it has product portfolios consisting of approximately 340 products, of which approximately 305 are in capsule or tablet form in an aggregate of approximately 740 dosage strengths. Included in these totals are approximately 40 extended release products in a total of approximately 105 dosage strengths. Also included in it�� the United States product portfolio are four transdermal patch products in a total of 18 dosage strengths, which are developed and manufactured by Mylan Technologies, Inc. (MTI), its wholly owned transdermal technology subsidiary, and marketed and distributed by MPI.
The Company�� North America revenues also include those generated by its wholly owned subsidiary Mylan Pharmaceuticals ULC (MPC), which markets generic pharmaceuticals in Canada. MPC offers a portfolio of approximately 115 products in an aggregate of approximately 250 dosage strengths. Its generic pharmaceutical sales in EMEA are generated by its wholly owned subsidiaries in Europe, through which it has operations in 21 countries.
In France, through the Company�� subsidiary Mylan S.A.S., it markets a retail portfolio of approximately 215 products in an aggregate of approximately 455 dosage strengths. In Italy, it markets through its subsidiary Mylan S.p.A. a portfolio of approximately 150 products in an aggregate of approximately 285 dosage strengths. In Italy, it h! as market! share, based on value and volume, in the company-branded generic retail prescription market. In Spain, it markets through its subsidiary Mylan Pharmaceuticals S.L. a portfolio of approximately 100 products in an aggregate of approximately 220 dosage strengths. In Germany, it markets through its subsidiary Mylan dura a portfolio of approximately 150 products in an aggregate of approximately 330 dosage strengths. In the United Kingdom, it offers a product portfolio of approximately 175 products in an aggregate of approximately 315 dosage strengths. It markets generic pharmaceuticals in Asia Pacific through subsidiaries in Australia, New Zealand, India, Japan and Taiwan.
In Australia, the Company offers a portfolio of approximately 170 products in an aggregate of approximately 440 dosage strengths. Mylan Seiyaku, its wholly owned Japanese subsidiary, offers a portfolio of more than 380 products in an aggregate of approximately 500 dosage strengths. At Mylan Laboratories Limited, its dosage business produces antiretroviral (ARV) products, which are sold outside of India, and other finished dosage form (FDF) products, which are sold to third parties by other Mylan operations globally. In addition, Mylan Laboratories Limited offers a line of FDF products in the ARV market and manufactures non-ARV FDF products that are marketed by Mylan.
Specialty Segment
The Company�� specialty pharmaceutical business is conducted through Dey. Dey�� portfolio consists of branded specialty injectable, nebulized and transdermal products for life-threatening conditions. Dey�� revenues are derived through the sale of the EpiPen Auto-Injector. The EpiPen Auto-Injector, which is used in the treatment of severe allergic reactions, is an epinephrine auto-injector that has been sold in the United States and internationally.
Advisors' Opinion:- [By Jon C. Ogg]
Mylan Inc. (NASDAQ: MYL) is also in generics and projected to be a considering a broad range of assets and deals. The note here is that a transaction needs to have a strategic rationale, and not solely for tax or cost synergy reasons. The company wants to make sure that it must maintain its investment grade credit rating and that any deal needs to be accretive to earnings. Potential transactions are benchmarked against repurchasing securities here. Mylan was shown to have done four deals in the past decade worth almost $10 billion, and its current market cap is almost $17 billion.
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