Friday, September 12, 2014

Best Healthcare Equipment Companies To Invest In Right Now

This article originally appeared as part of ongoing coverage in our premium�Motley Fool Rule Breakers�service...we hope you enjoy this complimentary peek!

Ambarella (NASDAQ: AMBA  ) reported stellar results in its earnings release on Sept. 4. The company reported results for the current quarter that easily cruised past the high-end of its guidance in revenue, gross margin, and net income. The company also issued guidance well above where the current sell-side analyst estimates sit today. In other words, the company knocked it out of the park.

Great revenue growth and margins drive strong earnings growth this quarter
Ambarella reported sales of $47 million, marking an increase of 24.6% from the same quarter last year. This handily beat Ambarella's own guidance of $43.5 million to $45.5 million issued last quarter.

Ambarella's CEO, Fermi Wang, pointed out on the call that the growth in IP security cameras, driven by growth in both professional IP security cameras, as well as in home security cameras, continued to be strong. On top of that, the company reported 65.1% non-GAAP gross margin, crushing the guidance of between 61.5% and 63.5% that management issued last quarter.

Top Chemical Stocks For 2015: Kronos Worldwide Inc (KRO)

Kronos Worldwide, Inc. engages in the production and marketing of titanium dioxide pigments (TiO2) primarily in Europe and North America. It produces TiO2 in two crystalline forms, rutile and anatase to impart whiteness, brightness, opacity, and durability for products, such as coatings, paints, plastics, papers fibers, and ceramics, as well as for various specialty products, including inks, food, and cosmetics. The company also offers ilmenite, a raw material used directly as a feedstock by sulfate-process TiO2 plants; iron-based chemicals, which are co-products and processed co-products of the TiO2 production process and used as treatment and conditioning agents for industrial effluents and municipal wastewater, as well as in the manufacture of iron pigments, cement, and agricultural products; and titanium oxychloride and titanyl sulfate that are side-stream products from the production of TiO2. Its titanium oxychloride is used in the formulation of pearlescent pigments, production of electroceramic capacitors for cell phones, and other electronic devices; and titanyl sulfate is used in pearlescent pigments, natural gas pipe, and other specialty applications. In addition, the company provides technical services. Kronos Worldwide, Inc. sells its products through distributors and agents to paint, plastics, decorative laminate, and paper manufacturers under the Kronos brand name. The company was founded in 1989 and is headquartered in Dallas, Texas. Kronos Worldwide, Inc. is a subsidiary of Valhi, Inc.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Notable earnings releases expected on Thursday include:

    Dollar General Corporation (NYSE: DG) is expected to report fourth quarter EPS of $1.02 on revenue of $4.63 billion, compared to last year�� EPS of $0.97 on revenue of $4.21 billion. Kronos Worldwide Inc (NYSE: KRO) is expected to report fourth quarter EPS of $0.01 on revenue of $371.45 million, compared to last year�� loss of $0.12 per share on revenue of $396.80 million. Christopher & Banks Corporation�(NYSE: CBK) is expected to report a fourth quarter loss of $0.03 on revenue of $106.64 million, compared to last year�� loss of $0.11 on revenue of $115.98 million.

    Economics

  • [By Ben Levisohn]

    Typically, when the chairman of a company dies, its shares drop. That hasn’t been the case for Valhi (VHI), Kronos Worldwide (KRO) and NL Industries (NL), which have all advanced today after Harold Simmons passed away.

  • [By John Udovich]

    Dallas billionaire Harold Simmons died over the weekend with investors sending shares of some of his publically traded companies like Valhi, Inc (NYSE: VHI), Kronos Worldwide, Inc (NYSE: KRO), NL Industries, Inc (NYSE: NL) and�CompX International Inc (NYSEMKT: CIX)to higher levels as they anticipate changes���such as asset sales or spin offs. Harold Simmons was the embodiment of the American dream because he was born during the depths of the Great Depression in Golden, Texas to schoolteacher parents and he spent�his early years living without indoor plumbing or electricity. However and by recognizing�underpriced assets and through the use of massive amounts of leverage (e.g. junk bonds),�he built an empire and�ranked #40 on the 2013 Forbes 400 with a fortune estimated to be worth some $10 billion.

  • [By GuruFocus]

    Kronos Worldwide Inc. (KRO): Vice Chairman of the Board and CEO Steven L. Watson Bought 14,250 Shares

    Vice Chairman of the Board and CEO of Kronos Worldwide Inc. (KRO) Steven L. Watson bought 14,250 shares during the past week at an average price of $14.81. Kronos Worldwide Inc. is a Delaware Corporation. The company is a global producer and marketer of value-added titanium dioxide pigments (TiO2). Kronos Worldwide Inc. has a market cap of $1.72 billion; its shares were traded at around $14.81 with a P/E ratio of 42.60 and P/S ratio of 0.95. The dividend yield of Kronos Worldwide Inc. stocks is 4.05%. Kronos WorldwideInc. had an annual average earnings growth of 5.4% over the past 10 years.

Best Healthcare Equipment Companies To Invest In Right Now: Bridge Capital Holdings(BBNK)

Bridge Capital Holdings operates as the bank holding company for Bridge Bank, National Association that provides commercial and retail banking services to small and medium size commercial businesses, business professionals, and retail customers primarily in California. Its depository and corporate banking services comprise cash and treasury management solutions, interest-bearing term deposit accounts, checking accounts, ACH payment and wire solutions, fraud protection, remote deposit capture through Smart Deposit Express, courier services, and online banking. The company?s lending solutions include working capital lines of credit; structured finance (asset-based lending and factoring); small business administration loans; commercial real estate loans; energy project financing; growth capital loans; equipment financing; letters of credit; and corporate credit cards. In addition, it serves clients operating internationally through services, such as foreign exchange (FX paym ents and hedging); letters of credit; and export/import financing. The company operates two branch offices in the Silicon Valley region, as well as five loan production offices in San Francisco, Pleasanton, and Orange County, California; Dallas, Texas; and Reston, Virginia. Bridge Capital Holdings was founded in 2000 and is headquartered in San Jose, California.

Advisors' Opinion:
  • [By Louis Navellier]

    While the tech companies get all the attention in Silicon Valley the banks who serve the region are seeing amazing growth as well. Bridge Capital Holdings (BBNK) is a bank with two branch offices in the Silicon Valley region, as well as five loan production offices in San Francisco and Pleasanton, California, Dallas, Texas, Reston, Virginia, and Boston, Massachusetts.

Best Healthcare Equipment Companies To Invest In Right Now: Eagle Rock Energy Partners LP (EROC)

Eagle Rock Energy Partners, L.P. (Eagle Rock) is a limited partnership engaged in the business of gathering, compressing, treating, processing and transporting natural gas; fractionating and transporting natural gas liquids (NGLs); crude oil logistics and marketing; natural gas marketing and trading, known as Midstream Business, and developing and producing interests in oil and natural gas properties, known as Upstream Business. On May 3, 2011, the Company acquired CC Energy II, L.L.C and outstanding membership interests of Crow Creek Energy. On May 20, 2011, it sold the Wildhorse Gathering System in its East Texas and Other Midstream Segment.

Midstream Business

The Company�� Midstream Business is located in four natural gas producing regions: the Texas Panhandle; East Texas/Louisiana; South Texas, and the Gulf of Mexico. As of December 31, 2011, these working interest properties included 591 gross operated productive wells and 1,197 gross non-operated wells with net production to the Company of approximately 87.7 million cubic feet of natural gas per day and proved reserves of approximately 234.0 Bcf of natural gas, 11.5 million barrels of crude oil or other liquid hydrocarbons of crude oil, and 11.3 million barrels of crude oil or other liquid hydrocarbons of natural gas liquids, of which 76% are proved developed. As of December 31, 2011, its Midstream Business consisted of Panhandle Segment and East Texas and Other Midstream Segment.

The Company�� Texas Panhandle Segment covers 10 counties in Texas and two counties in Oklahoma. Through the systems within this segment, the Company offers midstream wellhead-to-market services, including gathering, compressing, treating, processing and selling of natural gas, and fractionating and selling of NGLs. As of December 31, 2011, approximately 213 producers and 2,072 wells and central delivery points were connected to the systems in its Texas Panhandle Segment. The Texas Panhandle Segment averaged gathered volumes fo! r 2011 of approximately 155.1 million cubic feet of natural gas per day. As of December 2011, Chesapeake Energy and BP America Production represented 14% and 11%, respectively, of the total volumes of its Texas Panhandle Segment. The Texas Panhandle Segment consists of approximately 3,963 miles of natural gas gathering pipelines, ranging from two inches to 24 inches in diameter; seven natural gas processing plants with an aggregate capacity of 210 million cubic feet of natural gas per day; a propane fractionation facility with capacity of 1.0 million cubic feet of natural gas per day, and two condensate collection and stabilization facilities.

Eagle Rock�� systems in the East Panhandle (northern Wheeler, Hemphill and Roberts Counties, Texas) gather and process natural gas produced in the Morrow and Granite Wash reservoirs of the Anadarko basin. In the Panhandle Segment, natural gas is contracted at the wellhead primarily under percent-of proceeds (which includes percent-of-liquids) fixed recovery, percent-of-index and fee-based arrangements that range from one to five years in term. During the year endede December 31, 2011, it produced over 2,600 equity barrels per day of condensate in the Texas Panhandle Segment. During 2011, it stabilizes approximately 2,000 barrels per day combined at its Superdrip and Cargray Stabilizers.

The Company�� East Texas and Other Midstream Segment operates within the natural gas producing regions, such as East Texas/Louisiana, South Texas and the Gulf of Mexico. Through its Texas/Louisiana region, it offers producers natural gas gathering, treating, processing and transportation and NGL transportation across 21 counties in East Texas and seven parishes in West Louisiana. Its operations in the South Texas region primarily gather natural gas and recover NGLs and condensate from natural gas produced in the Frio, Vicksburg, Miocene, Canyon Sands and Wilcox formations in South Texas. Its operations in the Gulf of Mexico region are non-operated owne! rship int! erests in pipelines and onshore plants which are all located in southern Louisiana. The Gulf of Mexico region also provides producer services by arranging for the processing of producers��natural gas into third-party processing plants, known as Mezzanine Processing Services.

As of December 31, 2011, approximately 705 wells and central delivery points were connected to its systems in the East Texas and Other Midstream Segment. As of December 31, 2011, the East Texas and Other Midstream Segment provides gathering and/or marketing services to approximately 140 producers. During 2011, the East Texas and Other Midstream Segment averaged gathered volumes of approximately 319.9 million cubic feet of natural gas per day. As of December 31, 2011, Stone Energy Corporation and Anadarko Petroleum Company represented 18% and 9%, respectively, of the total volumes of its East Texas and Other Midstream Segment. Residue gas pipelines include Houston Pipeline Company, Natural Gas Pipeline Company, Tennessee Gas Pipeline, Crosstex Energy L.P. and Southern Natural Pipeline.

Upstream Business

The Company�� Upstream Business located in four regions within the United States, such as Southern Alabama, which includes the associated gathering, processing and treating assets; Mid-Continent, which includes areas in Oklahoma, Arkansas, Texas Panhandle and North Texas; Permian, which includes areas in West Texas, and East/South Texas/Mississippi assets. As of December 31, 2011, these working interest properties included 591 gross operated productive wells and 1,197 gross non-operated wells with net production of approximately 87.7 million cubic feet of natural gas per day and proved reserves of approximately 234.0 Bcf of natural gas, 11.5 million barrels of crude oil or other liquid hydrocarbons of crude oil, and 11.3 million barrels of crude oil or other liquid hydrocarbons of natural gas liquids, of which 76% are proved developed.

The Southern Alabama region includes the! Big Esca! mbia Creek, Flomaton and Fanny Church fields located in Escambia County, Alabama. These fields produce from either the Smackover or Norphlet formations at depths ranging from approximately 15,000 to 16,000 feet. The Big Escambia Creek field encompasses approximately 11,568 gross and 7,334 net Eagle Rock operated acres. It operates 18 productive wells with an average ownership of 60% working interest and 51% net revenue interest in the Big Escambia Creek field. The Fanny Church field is located two miles east of Big Escambia Creek. Its ownership includes approximately 1,284 gross and 999 net operated acres that include three productive operated wells with an average ownership of 86% working interest and 66% net revenue interest. The Flomaton field is adjacent to and partially underlies the Big Escambia Creek field. The field encompasses approximately 1,280 gross and 1,256 net Eagle Rock operated acres and produces from the Norphlet formation at depths from approximately 15,000 to 16,000 feet. It operates three productive wells with an approximate average 91% working interest and 78% net revenue interest. The Smackover and Norphlet reservoirs are sour, gas condensate reservoirs which produce gas and fluids containing a high percentage of hydrogen sulfide and carbon dioxide.

The Mid-Continent region consists of operated and non-operated properties across the Golden Trend Field, Cana Shale play, Verden Field, and other western Oklahoma fields located in the Anadarko Basin in Oklahoma, the Mansfield Field and other various fields in the Arkoma Basin in Arkansas and Oklahoma, various fields in the Texas Panhandle, and the Barnett Shale in north Texas. Productive depths range from approximately 2,500 feet in the Arkoma fields of western Arkansas to greater than 18,000 feet in the Springer formation in certain western Oklahoma fields. Its producing field is the Golden Trend field that extends across Grady, McClain and Garvin counties in Oklahoma. It has 14,621 net acres in the Cana Shale play exte! nding acr! oss Canadian, Blaine and Dewey counties, Oklahoma. The Cana Shale produces from horizontal wells drilled to vertical depths of 11,000 - 13,000 feet and extended with horizontal lateral lengths of approximately 5,000 feet. In the total Mid-Continent region, it operate 316 productive wells and own a working interest in an additional 1,054 non-operated productive wells. The average working interest in these productive operated and non-operated wells is 83% and 9%, respectively. The net production averaged approximately 53.2 million cubic feet of natural gas per day during 2011, of which approximately 77% was produced from wells it operated.

The Permian region contains numerous fields, including Block 27, Estes Block 34, H.S.A., Heiner, Monahans N., Payton, Running W., Ward S, and Ward-Estes N. located mainly in Ward, Pecos, and Crane Counties, Texas. These fields are located in the Central Basin Platform which extends from central Lea County in New Mexico to central Pecos County in Texas and encompasses hundreds of individual fields with multiple productive intervals from the Yates-Seven Rivers-Queen through the Ellenburger formations. The Ward County fields contains two major properties, the Louis Richter and the American National Life Ins. Co. leases, and encompasses approximately 10,285 gross and 10,215 net Eagle Rock acres. It operate multiple fields consisting of stacked multi-pay horizons that produce from depths of 2,300 feet (Yates) to 9,100 feet (Pennsylvanian). The Southern Unit is located in the Running W Waddell field and produces predominantly oil at depths from approximately 5,750 to 5,900 feet. It operates approximately 5,875 net acres in this area.

The East/South Texas/Mississippi region includes the Aker, Birch, Edgewood, Eustace, Fruitvale, Ginger and Wesson fields in East Texas, the Jourdanton field in South Texas, and the Chicora W, High Road, and Stafford Springs fields in Mississippi. The East Texas fields produce primarily from the Smackover Trend at depth! s from 12! ,000 to 12,700 feet and encompass approximately 18,991 gross and 15,872 net Eagle Rock acres. It operates 32 productive wells, which produce gas that contains between approximately 30% to 69% of impurities (hydrogen sulfide, nitrogen, and carbon dioxide). The Edgewood field also contains two productive gas wells in the Cotton Valley at depths of 11,500 to 11,600 feet which produce sweet natural gas. The East Texas production, with the exception of a single well, is delivered to the third party owned Eustace Plant for separation of condensate, removal of impurities, and extraction of natural gas liquids and sulfur for a combination of fees and percentage of proceeds.

In South Texas, it operates wells in the Jourdanton field in Atascosa County, Texas. It operates nine productive wells with 100% working interest and 88% net revenue interest. Its production from the field is primarily from the Edwards carbonates (7,300 to 7,400 feet). On December 31, 2011, the Company had under operation 290 gross (261 net) productive oil wells and 301 gross (251 net) productive natural gas wells. On December 31, 2011, Eagle Rock owned non-operated working interests in an additional 148 gross (18 net) productive oil wells and 1049 gross (72 net) productive natural gas wells.

The Company competes with DCP Midstream, LLC and Enbridge Energy Partners, L.P., Crosstex Energy, L.P., Energy Transfer Partners, LP and Enterprise Products Partners, L.P.

Advisors' Opinion:
  • [By Matt DiLallo]

    I recently took a brief look at one of the more unique MLPs, Eagle Rock Energy Partners (NASDAQ: EROC  ) . What makes this company unique is that it's a blend of both traditional midstream MLP assets and oil and gas production assets. Today, I want to take a closer look at those oil and gas production assets, which I think provide investors with a lot of upside potential.

  • [By Lisa Levin]

    Eagle Rock Energy Partners LP (NASDAQ: EROC) shares touched a new 52-week low of $5.41. Eagle Rock Energy Partners' PEG ratio is -3.29.

    Posted-In: 52-Week LowsNews Movers & Shakers Intraday Update Markets

  • [By Aaron Levitt]

    But CLR isn�� the only one drilling the SCOOP and smaller maybe better in the untapped shale play. Two ideal picks could be Eagle Rock Energy Partners (EROC) and Cimarex Energy (XEC).

Best Healthcare Equipment Companies To Invest In Right Now: Lennox International Inc (LII)

Lennox International Inc. (LII) is a provider of climate control solutions. The Company designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration (HVACR) markets. Its products and services are sold through multiple distribution channels under brand names, including Lennox, Armstrong Air, Ducane, Bohn, Larkin, Advanced Distributor Products, Service Experts and others. The Company operates in four segments: Residential Heating & Cooling, Commercial Heating & Cooling, Service Experts, and Refrigeration. On January 14, 2011, the Company acquired Kysor/Warren business from The Manitowoc Company. Kysor/Warren is a manufacturer of refrigerated systems and display cases for supermarkets throughout North America and is included in its Refrigeration Segment. In April 2012, it sold its Lennox Hearth Products business to Comvest Investment Partners IV.

Residential Heating & Cooling

The Company manufactures and markets a range of furnaces, air conditioners, heat pumps, packaged heating and cooling systems, and accessories. These products are available in a range of designs, and at a range of price points, and provide a range of home comfort systems. Its advanced distributor products (ADP) operation builds evaporator coils and air handlers under the Advanced Distributor Products brand, as well as the Lennox, brand. ADP sells their own ADP branded evaporator coils to HVAC distribution, comprising over 400 wholesale distributors across North America, as well as, a range of evaporator coils for Allied Air Enterprise.

The Company�� hearth products include factory-built gas, wood-burning and electric fireplaces; free standing wood-burning, pellet and gas stoves; wood-burning, pellet and gas fireplace inserts; gas logs, venting products and accessories. Its fireplaces are built with a blower or fan option. It markets its hearth products under the Lennox, Superior, Country Collection and Security Chimneys brand names.

!

The Company competes with United Technologies Corp., Goodman Global, Inc., Ingersoll-Rand plc, Paloma Co., Ltd., Johnson Controls, Inc., Daiken, Nordyne, HNI Corporation and Monessen Hearth Company.

Commercial Heating & Cooling

In North America, the Company manufactures and sells unitary heating and cooling equipment used in light commercial applications, such as low-rise office buildings, restaurants, retail centers, churches and schools. Its product offerings for these applications include rooftop units ranging from 2 to 50 tons of cooling capacity and split system/air handler combinations, which range from 1.5 to 20 tons of cooling capacity. These products are distributed through commercial contractors and directly to national account customers.

In Europe, the Company manufactures and sells unitary products, which range from 2 to 70 tons of cooling capacity, and applied systems with up to 200 tons of cooling capacity. Its European products consist of small package units, rooftop units, chillers, air handlers and fan coils, which serve medium-rise commercial buildings, shopping malls, other retail and entertainment buildings, institutional applications and other field-engineered applications. It manufactures heating and cooling products in several locations in Europe and markets these products through both direct and indirect distribution channels in Europe, Russia, Turkey and the Middle East.

The Company competes with United Technologies Corp., Ingersoll-Rand plc, Johnson Controls, Inc., AAON, Inc. and Daikin Industries, Ltd.

Service Experts

The Company sells a range of its manufactured equipment, parts and supplies, and third-party branded products. It also has Lennox National Account Services business, which is providing service and preventive maintenance to commercial national account customers. It uses a portfolio of management procedures and practices, including standards for customer service, common informa! tion tech! nology systems and financial controls, a national accounting center and an inventory management program.

The Company competes with Direct Energy, Sears and American Residential Services.

Refrigeration

The Company manufactures and markets equipment for the global commercial refrigeration markets under the Heatcraft Worldwide Refrigeration name. It sells these products to distributors, installing contractors, engineering design firms, original equipment manufacturers and end-users. Its commercial refrigeration products for the North American market include condensing units, unit coolers, fluid coolers, air-cooled condensers, compressor racks and air handlers. These products are sold for refrigeration applications to preserve food and other perishables, and are used by supermarkets, convenience stores, restaurants, refrigerated warehouses and distribution centers. As part of the sale of commercial refrigeration products, it provides application engineering for consulting engineers, contractors and others. It also sells products for non-food and various industry applications, such as telecommunications, dehumidification and medical applications.

In international markets, the Company manufactures and markets refrigeration products, including condensing units, unit coolers, air-cooled condensers, fluid coolers, compressor racks and industrial process chillers. The Company has manufacturing locations in Germany, France, Brazil and China. In Australia and New Zealand, it is a wholesale distribution business serving the refrigeration and HVAC industry. It also owns a 50% interest in a joint venture in Mexico, which produces unit coolers, air-cooled condensers, condensing units and compressor racks. It also owns an 8% stock interest in a manufacturer in Thailand, which produces compressors for use in its products and for other HVACR customers.

The Company competes with Hussman Corporation, Emerson Electric Co., United Technologies Corp., GEA Group,! Alfa Lav! al and Sanyo Electric Co., Ltd.

Advisors' Opinion:
  • [By Monica Gerson]

    Lennox International (NYSE: LII) is projected to report its Q3 earnings at $1.28 per share on revenue of $877.87 million.

    ManpowerGroup (NYSE: MAN) is expected to report its Q3 earnings at $1.08 per share on revenue of $5.08 billion.

  • [By Greg Williamson]

    Watsco's current P/E of 24.5 is in the same ballpark as its competitor Lennox International (NYSE: LII  ) (NYSE: LII  ) (NYSE: LII  ) , whose P/E is 23.8. Lennox is a manufacturer of HVAC equipment and components, and will also benefit from HVAC industry tailwinds.

Best Healthcare Equipment Companies To Invest In Right Now: Einstein Noah Restaurant Group Inc (BAGL)

Einstein Noah Restaurant Group, Inc. (ENRGI), incorporated on October 21, 1992, is an owner/operator, franchisor and licensor of bagel specialty restaurants in the United States. ENRGI operates under the Einstein Bros. Bagels (Einstein Bros.), Noah�� New York Bagels (Noah��) and Manhattan Bagel Company (Manhattan Bagel) brands. ENRGI operates in three business segments: the Company-owned restaurants segment, the manufacturing and commissary segment, and the franchise and license segment. The Company-owned restaurants segment includes the restaurants that it owns. The manufacturing and commissary segment produces and distributes bagel dough and other products to its Company-owned restaurants, licensees and franchisees and other third parties. The franchise and license segment earns royalties and other fees from the use of trademarks and operating systems developed for the Einstein Bros., Noah�� and Manhattan Bagel brands.

During the fiscal year ended January 1, 2013 (fiscal 2012), ENRGI acquired eight restaurants and opened an additional 15 Company-owned restaurants. It closed one Company-owned restaurant during fiscal 2012. On January 31, 2012, the Company sold a Company-owned restaurant. As of January 1, 2013, it had 816 restaurants in 39 states and in the District of Columbia. In January 2013, the Company opened an Einstein Bros. franchise in Montana. Its product offerings include fresh-baked bagels and other bakery items baked onsite, ma de-to-order breakfast and lunch sandwiches on a range of bagels, breads or wraps, gourmet soups and salads, assorted pastries, premium coffees and an assortment of snacks. Its manufacturing and independent distribution network delivers ingredients that are delivered fresh to its restaurants.

Company-owned restaurants

Einstein Bros. offers a menu that provides food for breakfast and lunch, including fresh-baked bagels and hot breakfast sandwiches, freshly prepared lunch sandwiches, cream cheese and other spreads, specia! lty coffees and teas, soups, salads and other menu offerings. Noah�� is a neighborhood-based bakery/deli restaurant that serves fresh-baked bagels, hot breakfast sandwiches, made-to-order deli-style sandwiches, cream cheese and other spreads, specialty coffees and teas, soups, salads and other menu offerings. Manhattan Bagel provides a traditional New York style boil and baked bagel. Manhattan Bagel also serves a range of grilled sandwiches, freshly made deli sandwiches, freshly prepared breakfast sandwiches, soups, and a range of other fresh-baked sweets. Similar to Einstein Bros. and Noah��, Manhattan Bagel also features a line of fresh brewed coffees and specialty coffee/espresso beverages. During fiscal 2012, ENRGI generated approximately 90% of its total revenue from restaurant sales at its Company-owned restaurants.

Manufacturing and Commissaries

ENRGI operates a bagel dough manufacturing facility in Whittier, California and has contracts with two suppliers to produce bagel dough and sweets to the specifications. These facilities provide frozen dough, partially-baked frozen bagels and fully baked sweets for its Company-owned restaurants, franchisees and licensees. These operations provide the restaurants with food products, such as sliced meats, cheeses, and/or certain salad ingredients. It has recipes and production processes for the bagel dough, cream cheese and coffee. Frozen, or partially baked and frozen, bagel dough is shipped to all of its Company-owned, franchised and licensed restaurants where the dough is then baked onsite. Its purchases other ingredients used in the restaurants, such as meat, lettuce, tomatoes and condiments, from a select group of third party suppliers.

Franchise and Licensing

ENRGI offers Einstein Bros. franchises to qualified area developers. As of January 1, 2013, the Company was registered to offer Einstein Bros. franchises in 49 states and the District of Columbia. It also has a franchise base in the Manhatt! an Bagel ! brand. Its licensees are located primarily in colleges and universities, hospitals, airports and military bases. As of February 25, 2013, it had 28 development agreements in place for 136 total restaurants, 34 of which have already opened. During fiscal 2012, it opened 13 franchised locations and 27 licensed locations. During fiscal 2012, approximately 3% of its total revenue was generated by the Company�� franchise and license operations.

Advisors' Opinion:
  • [By Peter Graham]

    The Q1 2014 Potbelly Corp (NASDAQ: PBPB) earnings report is scheduled for after the market closes on Tuesday, May 6th, with investors and traders alike who follow either the sandwich restaurant chain stock (which debuted last October and is down some 44% for retail investors)�or who are into potential small cap peers like Cosi Inc (NASDAQ: COSI), Einstein Noah Restaurant Group, Inc (NASDAQ: BAGL) and Panera Bread Co (NASDAQ: PNRA) should be paying attention. Aside from the Potbelly Corp earnings report, it should be said that the Q1 2014 Panera Bread Co earnings report was last Tuesday while the�Q1 2014 Einstein Noah Restaurant Group, Inc earnings report came last Thursday and the the Q1 2014 Cosi Inc�earnings report is likely scheduled for Monday, May 12. However, Potbelly Corp has attracted a bit of attention for its potential growth trajectory as well as its�vision to be the ��eighborhood Sandwich Shop.��/p>

Best Healthcare Equipment Companies To Invest In Right Now: Great Lakes Dredge & Dock Corporation(GLDD)

Great Lakes Dredge & Dock Corporation engages in the business of marine construction, primarily dredging, and commercial and industrial demolition primarily in the east, west, and Gulf Coasts of the United States. The company?s Dredging segment is involved in capital dredging projects consisting of primarily port expansion projects, land reclamations, trench digging for pipelines, tunnels and cables, and other dredging related to the construction of breakwaters, jetties, and canals; beach nourishment projects, which involve moving sand from the ocean floor to shoreline locations; and maintenance dredging that includes the re-dredging of previously deepened waterways and harbors to remove silt, sand, and other accumulated sediments, as well as lake and river dredging, inland levee and construction dredging, environmental restoration, and habitat improvement. Its Demolition segment provides commercial and industrial demolition services. It is involved in exterior demolition that comprises dismantling and demolition of structures and foundations; and interior demolition, which includes removing specific structures within a building. This segment also engages in site development, removal of asbestos and other hazardous materials, and remediation of contaminated demolition materials. The company serves federal, state, and local governments; foreign governments; domestic and foreign private concerns, such as utilities and oil companies; general contractors; corporations that commission projects; nonprofit institutions, such as universities and hospitals; and local government and municipal agencies. It has a fleet of 33 dredges, including 8 deployed internationally; 19 material transportation barges; 2 drill boats; and various other specialized support vessels. The company was formerly known as Lydon & Drews Partnership and changed its name to Great Lakes Dredge & Dock Corporation in 1905. The company was founded in 1809 and is headquartered in Oak Brook, Illinois.

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 Great Lakes Dredge & Dock (Nasdaq: GLDD  ) , whose recent revenue and earnings are plotted below.

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