Top 5 Managed Healthcare Stocks To Buy For 2014

In this week's edition of The Motley Fool's energy-focused show,�Drilling for Value, energy analysts Joel South and Taylor Muckerman discuss several topics around natural gas with Motley Fool senior analyst Michael Olsen, CFA.�

With crude oil prices rising because of Egypt, one would expect an oil and natural gas company to deliver strong results. Unfortunately for investors, that hasn't been the case for Apache (NYSE: APA  ) . The company holds a meaningful portion of its oil assets in Egypt, and uncertainty around Apache's ability to monetize them has led to market and peer underperformance. The value of the reserves here is well documented, but extracting that value could continue to prove difficult.

See the following video for more details.

For companies that do�stand to benefit from the recently breached $100-per-barrel mark in terms of WTI, check out The Motley Fool's "3 Stocks for $100 Oil." For free access to this special report, simply click here now.

Best Cheap Companies To Own For 2015: Royal Caribbean Cruises Ltd.(RCL)

Royal Caribbean Cruises Ltd. operates in the cruise vacation industry worldwide. It owns five cruise brands, which comprise Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, and CDF Croisi�es de France. The Royal Caribbean International brand provides various itineraries and cruise lengths with options for onboard dining, entertainment, and other onboard activities primarily for the contemporary segment. It offers surf simulators, water parks, ice skating rinks, rock climbing walls, and shore excursions at each port of call, as well as boulevards with shopping, dining, and entertainment venues. The Celebrity Cruises brand operates onboard upscale ships that offer luxurious accommodations, fine dining, personalized services, spa facilities, venue featuring live grass, and glass blowing studio for the premium segment, as well as resells computers and other media devices. The Pullmantur brand provides an array of onboard activities and serv ices to guests, including exercise facilities, swimming pools, beauty salons, gaming facilities, shopping, dining, complimentary beverages, and entertainment venues serving the contemporary segment of the Spanish, Portuguese, and Latin American cruise markets. The Azamara Club Cruises brand offers various onboard services, amenities, gaming facilities, fine dining, spa and wellness, butler service for suites, and interactive entertainment venues for the up-market segment of the North American, United Kingdom, German, and Australian markets. The CDF Croisieres de France brand offers seasonal itineraries to the Mediterranean; and various onboard services, amenities, entertainment venues, exercise and spa facilities, fine dining, and gaming facilities for the contemporary segment of the French cruise market. As of December 31, 2011, the company operated 39 ships with a total capacity of approximately 92,650 berths. Royal Caribbean Cruises Ltd. was founded in 1968 and is headqua rtered in Miami, Florida.

Advisors' Opinion:

• [By Jon C. Ogg]

  Royal Caribbean Cruises Ltd. (NYSE: RCL) was maintained Buy and its target was raised by $2 to $46 at Argus.

  Vodafone Group PLC (NASDAQ: VOD) was started with an Outperform rating by Raymond James.

Top 5 Managed Healthcare Stocks To Buy For 2014: Arch Coal Inc. (ACI)

Arch Coal, Inc. produces and sells thermal and metallurgical coal from surface and underground mines located in the United States. As of December 31, 2013, it operated or contracted out the operation of 22 mines, and owned or controlled approximately 5.3 billion tons of proven and probable recoverable reserves. The company also owned or controlled primarily through long-term leases approximately 32,135 acres of coal land in Ohio; 22,417 acres of coal land in Maryland; 46,532 acres of coal land in Virginia; 425,038 acres of coal land in West Virginia; 107,668 acres of coal land in Wyoming; 267,024 acres of coal land in Illinois; 19,428 acres of coal land in Montana; 21,802 acres of coal land in New Mexico; and 20,166 acres of coal land in Colorado, as well as coal land in Kentucky. In addition, it owned or controlled through long-term leases smaller parcels of property in Alabama, Indiana, Washington, Arkansas, California, Utah, and Texas. The company sells coal to power pl ants, steel mills, and industrial facilities. Arch Coal, Inc. was founded in 1969 and is headquartered in St. Louis, Missouri.

Advisors' Opinion:

• [By Ben Levisohn]

  Shares of Cloud Peak Energy (CLD) have fallen 3.3%, for instance, while Peabody Energy has dropped 12%, Alpha Natural Resources has plunged and Arch Coal (ACI) has plummeted. Consol Energy (CNX), which is as much a gas company as a coal miner, has gained.

• [By Aimee Duffy]

  PVR controls about 871 million tons of coal reserves, and it does not mine them. Instead, its coal customers are some of the bigger names in the industry, including Arch Coal (NYSE: ACI  ) and Cliffs Natural Resources (NYSE: CLF  ) , and they do the dirty work. Those two companies were among PVR's lessees that mined 30.2 million tons of coal from its 98 mines last year. Though coal volumes are down so far this year, PVR's business is based on royalties and long-term contracts, which means there hasn't been much pain, relative to what the rest of the industry is experiencing.�

• [By Ben Levisohn]

  Coal miners like Arch Coal (ACI), Alpha Natural Resources (ANR) and Peabody Energy (BTU) have heated up since the mid-term elections–and there might even fundamental reasons to consider buying coal stocks. But in the short term, the coal trade might be about one thing: The weather.

  JPMorgan analyst John Bridges explains:

  We feel the coal sector is currently very much a weather trade which is sensitive to this winter�� temperatures. Without a cold winter to consume the looming oversupply of gas, there is the significant risk of an oversupply of gas that would require coal to gas switching to balance the market. Lower gas prices are already in the gas forward hence a portion of this risk is probably already represented in the coal equity valuations.

  However, there are many other moving parts including forced improvements in production costs affecting the US coal cost curve and an unknown portion of these cuts being temporary. Consequently, without another particularly cold winter or a direct cyclonic hit on Australia�� coking coal mines, coal prices and thus the coal equities are likely to remain volatile through the 2014/5 winter.

  Bridges doe believe there is a “strong but long term investment case for coal,” including the fact that investors like Chris Cline and Kinder Morgan have been buying, that coal and gas prices are “unsustainably low,” and even the continued use of thermal coal by utilities.

  But there are problems as well, including the higher sensitivity to the market created by high levels of debt–Arch Coal trades at 15 times net debt to 2015 EBITDA estimates, Alpha Natural trades at 17.6 times, Walter Energy (WLT) trades at 19.2 times and Peabody Energy trades at 6.1 times–even most can make it through 2016/2017 before triggering their debt covenants.

  The upshot: “The fundamental case for coal is strengthening but requires several years of patience,”

• [By ANUP SINGH]

  Ninety percent of coal in the U.S. is used to produce electricity. The entire coal sector enjoyed an upgrade by Moody's, which believes that electricity demand could rise and pull prices higher. This has been a driver behind Arch Coal (NYSE: ACI  ) and Alpha Natural Resources as well. The increase in domestic mining activity augurs well for Joy and other mining equipment suppliers; once the activity in the mining industry picks up, one can expect an increase in capital expenditure.

Top 5 Managed Healthcare Stocks To Buy For 2014: Cellular Dynamics International Inc (ICEL)

Cellular Dynamics International, Inc., incorporated on November 16, 2007, develops and manufactures fully functioning human cells in industrial quantities to precise specifications. The Company�� iCell Operating System (iCell O/S) includes true human cells in multiple cell types (iCell products), human induced pluripotent stem cells (iPSCs) and custom iPSCs and iCell products (MyCell products). Customers use its iCell O/S products, among other purposes, for drug discovery and screening; to test the safety and efficacy of their small molecule and biologic drug candidates; for stem cell banking; and in researching cellular therapeutics. The Company�� iCell product line includes four different cell types: cardiomyocytes, neurons, hepatocytes and endothelial cells. The Company is actively developing an additional seven different cell types. iCell products are a consumable designed to be used once and then reordered.

The Company manufactures its iCell products from its iPSCs. An iPSC is a cell that has the ability both to replicate indefinitely and to be transformed into any cell type in the human body. The Company�� iCell O/S consists of six products, which include iCell Cardiomyocytes, iCell Neurons, iCell Endothelial Cells, iCell Hepatocytes and MyCell.

Advisors' Opinion:

• [By John Udovich]

  Stem cells may not be in the news much�as the sector has moved beyond the use of embryotic�ones, but small cap stem cell stocks Cellular Dynamics International Inc (NASDAQ: ICEL), International Stem Cell Corp (OTCMKTS: ISCO) and BioRestorative Therapies (OTCBB: BRTX) have been fairly active over the past several trading days as ICEL went public, ISCO raised additional funding and BRTX grabbed more attention:

Top 5 Managed Healthcare Stocks To Buy For 2014: ANADIGICS Inc.(ANAD)

ANADIGICS, Inc. provides semiconductor solutions to the broadband wireless and wireline communications markets. Its products include radio frequency (RF) power amplifiers (PAs), tuner integrated circuits, active splitters, line amplifiers, and other components. The company?s RF power amplifier products enable mobile handsets, datacards, and other devices to access third generation (3G) wireless networks utilizing international standards, including wideband code division multiple access (WCDMA), high speed packet access (HSPA), code division multiple access (CDMA), and evolution data optimized (EVDO). In addition, the company provides RF power amplifiers for the fourth generation (4G) wireless services, including long term evolution (LTE) and worldwide interoperability for microwave access (WiMAX). ANADIGICS?s WiFi products enable connectivity for wireless mobile devices and other computing devices and its cable television (CATV) products enable fixed-point, wireline broa dband communications over cable modem and set-top box products, CATV infrastructure, and fiber-to-the-premises (FTTP). The company sells its products through direct sales, as well as through independent manufacturers? representatives and distributors. ANADIGICS, Inc. was founded in 1984 and is headquartered in Warren, New Jersey.

Advisors' Opinion:

• [By Tim Melvin]

  CTL stock has lagged the overall market for the past year — down 9% vs. 20% gains for the S&P 500 — and it seems that those running the show do not expect that to change anytime soon.

  Stocks to Sell: Anadigics (ANAD)

  Anadigics (ANAD) is another company that has not kept up with the market and is seeing selling near the lows. Five insiders, including the chairman, the CEO and the CFO, have been selling stock this month. All together, they have combined to sell more than 72,000 shares of the company at very low prices.