LONDON -- May was a less bullish month for�FTSE 100�companies than the previous couple of months, with caution creeping back for the final two weeks. We still saw a number of companies whose shares did well over the month, but the big question is which of them look like they have further to go.
I've chosen five that gained during May and that I think still have more to give to shareholders over the long run:
Marks & Spencer
After a few years of going nowhere, the�Marks & Spencer Group� (LSE: MKS ) share price was always going to recover, right? Well, it has been rising in recent months, but it took on fresh impetus after the company's annual results on May 21. Over the whole of the month, the shares gained 62 pence (15%) to end on 471 pence.
Pre-tax profit did fall 14% with earnings per share down 10%, but that was pretty much as expected, and overall sales were up 1.3%, with that all-important multichannel sales figure up 17%. Business seems to be picking up overseas, too, with international sales up 4.5% -- businesses owned in China and India did well. There's earnings growth forecast for the next two years, with the shares on a forward price-to-earnings ratio of 14 for 2014, and a dividend yield of 3.8% is expected. May might just have been the turnaround month.
Top 5 Penny Companies To Buy Right Now: Gulfport Energy Corporation(GPOR)
Gulfport Energy Corporation engages in the exploration, development, and production of oil and natural gas properties. Its principal properties are located in the Louisiana Gulf Coast, in west Texas in the Permian Basin and in western Colorado in the Niobrara Formation. The company also holds acreage position in the Alberta oil sands in Canada; and interests in entities that operate in southeast Asia, including the Phu Horm gas field in Thailand, as well as leasehold interests in the Utica Shale in eastern Ohio. As of December 31, 2011, it had 19.4 million barrels of oil equivalent of proved reserves. The company is headquartered in Oklahoma City, Oklahoma.
Advisors' Opinion:- [By Matt DiLallo]
In closing, I want to draw your attention to one last related-party relationship that you should watch. In this case its not repeated transaction with a founder but with another company. As an example, liquids-focused driller�Gulfport Energy (NASDAQ: GPOR ) has a very close relationship with Wexford Capital and if you read through Gulfport's last two annual reports you'll see a lot of activity between the two. In fact, virtually every deal Gulfport has been involved in was with an affiliate of Wexford. In one example, the company's 2012 annual report states:
- [By Arjun Sreekumar]
1 midstream company to watch
But the company that has perhaps invested most aggressively in Utica infrastructure is MarkWest Energy Partners (NYSE: MWE ) . In just the past year alone, it has completed 60 miles of gathering pipelines, commenced operations at two major gas plants in the region, and hammered out agreements with a handful of major operators, including Gulfport Energy (NASDAQ: GPOR ) , Antero Resources, PDC Energy, Rex Energy, and ��most recently ��CNX. - [By Greg Madison]
On the supply side, Gulfport Energy Corp. (Nasdaq: GPOR) has contracted with Dominion Resources Inc. (NYSE: D) subsidiaries Dominion East Ohio and Dominion Transmission to transport the Utica natural gas from the Markwest Energy Partners LP (NYSE: MWE) gas-processing facility in Cadiz, Ohio, out to the wider American Midwest. And, like Chesapeake and American Energy Partners, Gulfport owns land, which it is exploring as well.
Gulfport has some of the most diversified sources in Ohio, with 43% of its land atop dry gas, 27% atop condensates, 22% in the wet gas zone, and just 8% atop oil. Gulfport has started 24 wells in 2013 so far.
Best Heal Care Stocks To Buy For 2014: Cytokinetics Incorporated(CYTK)
Cytokinetics, Incorporated, a clinical-stage biopharmaceutical company, engages in the discovery and development of small molecule therapeutics that modulate muscle function for the potential treatment of serious diseases and medical conditions. It primarily offers omecamtiv mecarbil, a cardiac muscle myosin activator, which is in Phase I/IIa clinical trials for the treatment of heart failure; CK-2017357, which is a Phase IIa clinical trials for the treatment of amyotrophic lateral sclerosis; and CK-2066260, a fast skeletal muscle sarcomere activator for the treatment of diseases and conditions associated with muscle weakness or wasting. The company?s cancer treatment products under development stage comprise ispinesib, SB-743921, and GSK-923295. It has a strategic alliance with Amgen Inc. to discover, develop, and commercialize novel small molecule therapeutics that activate cardiac muscle contractility for applications in the treatment of heart failure. The company was founded in 1997 and is headquartered in South San Francisco, California.
Advisors' Opinion:- [By Rich Duprey]
Biopharmaceutical Cytokinetics (NASDAQ: CYTK ) announced yesterday that it will be effecting a 1-for-6 reverse stock split to reduce the number of outstanding shares from�approximately 163.6 million to approximately 27.3 million shares.
- [By Rick Munarriz]
Tuesday
Cytokinetics (NASDAQ: CYTK ) checks in on Tuesday. The biotech company's lead candidate is a cardiac muscle contractility program that Cytokinetics is trying to get approved for the potential treatment of heart failure. Investors see red ink here, but analysts do see the quarterly deficit narrowing this time around. - [By Sean Williams]
What: Shares of Cytokinetics (NASDAQ: CYTK ) , a clinical-stage biopharmaceutical company focused on developing therapies for serious diseases, tanked as much as 38% after reporting mid-stage top-line data from acute heart failure drug, omecamtiv mecarbil.
- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, clinical-stage biopharmaceutical company Cytokinetics (NASDAQ: CYTK ) has received a distressing two-star ranking.
Best Heal Care Stocks To Buy For 2014: Indus Motor Company Ltd (INDU)
Indus Motor Company Limited is a Pakistan-based company mainly engaged in the manufacture of automobiles and trucks. The Company is a joint-venture between the House of Habib, Toyota Motor Corporation and Toyota Tsusho Corporation for assembling, progressive manufacturing and marketing of Toyota-branded vehicles in Pakistan. It also acts as the sole distributor of Toyota-branded vehicles in Pakistan. In addition, the Company also acts as the sole distributor of Daihatsu-branded vehicles in Pakistan and has a license for assembling, progressive manufacturing and marketing of these vehicles in Pakistan. Advisors' Opinion:- [By Carol Hymowitz]
When a CEO retires, most of the payout comes from shares accumulated in the tenure, Wood said. The Dow Jones Industrial Average (INDU) closed above 16,000 for the first time last week.
Best Heal Care Stocks To Buy For 2014: First Majestic Silver Corp.(AG)
First Majestic Silver Corp. engages in the production, development, exploration, and acquisition of mineral properties with a focus on silver in Mexico. The company owns interests in La Encantada Silver Mine comprising 4,076 hectares of mining rights and 1,343 hectares of surface land located in Coahuila; La Parrilla Silver Mine consisting of mining concessions covering an area of 69,867 hectares; and San Martin Silver Mine comprising approximately 7,841 hectares of mineral rights and approximately 1,300 hectares of surface land rights located in Jalisco. It also holds interests in Del Toro Silver Mine consisting of 393 contiguous hectares of mining claims and an additional 129 hectares of surface rights located in Zacatecas; Real de Catorce Silver Project comprising 22 mining concessions covering 6,327 hectares located in San Luis Potosi state; and Jalisco Group of Properties consisting of mining claims totalling 5,240 hectares located in Jalisco. The company was founded in 1979 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Doug Ehrman]
Despite the weakness seen in precious metals a few weeks ago, silver has been relatively stable ever since mid-April, with the iShares Silver Trust (NYSEMKT: SLV ) trading in a dollar-wide range ever since. With the presidents of the Chicago and Philadelphia Federal Reserve banks��releasing conflicting statements, turmoil may be just around the corner. Miners like Pan American (NASDAQ: PAAS ) and First Majestic (NYSE: AG ) are still facing operating challenges, while silver streaming darling Silver Wheaton (NYSE: SLW ) struggles as well.
- [By Laura Brodbeck]
Tuesday
Earnings Expected: Fossil Group (NASDAQ: FOSL), CST Brands (NYSE: CST), First Majestic Silver (NYSE: AG) Economic Releases Expected: US retail sales, US redbook, German ZEW economic sentiment, Chinese retail sales, Chinese industrial productionWednesday
- [By Doug Ehrman]
In terms of individual companies, there are several good choices, but these can behave very differently. Pan American Silver (NASDAQ: PAAS ) , for example, missed revenue expectations and beat earnings expectations in its last earnings release. But despite the beat, EPS shrank considerably from a year earlier on a GAAP basis. The stock has been fairly flat ever since. Conversely, First Majestic (NYSE: AG ) reported strong revenue growth and a small bump in profits, sending the stock higher since the announcement. First Majestic reported increased cash costs and tightening margins, largely driven by lower silver prices. Each of these companies faces pressure from increasing production costs and environmental concerns.
- [By Doug Ehrman]
It is no secret that precious metals companies have been taking a pounding for some time now. The SPDR Gold Trust (NYSEMKT: GLD ) and iShares Silver Trust (NYSEMKT: SLV ) , the gold and silver ETFs, have been hard hit and operating companies like First Majestic (NYSE: AG ) and Barrick Gold (NYSE: ABX ) have been hit even harder. Through all of these struggles, and in some cases because of them, one precious metals company continues to look attractive for the long term: Silver Wheaton (NYSE: SLW ) .
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