Saturday, October 11, 2014

Top Cheapest Companies To Invest In 2014

Lately, there's been a lot of talk about drones and their place in safeguarding America. And while there's still controversy surrounding their use, there's no denying that drones are an effective weapon of war -- both for spying, er "observation," and taking out enemy targets. They are so effective, in fact, that a new frontier is opening up to drone warfare -- namely, the sea. For both Raytheon (NYSE: RTN  ) and SAIC (NYSE: SAI  ) , this is good news.

Unmanned to the rescue
Right now there are an estimated 600 submarines from 43 countries that the Navy is responsible for tracking, according to Defense Advanced Research Projects Agency, or DARPA. Understandably, this isn't the cheapest venture for the Navy, but because of the potential security threat these subs pose, it's essential. Consequently, DARPA, along with Raytheon and SAIC, have teamed up to develop a cost-effective solution -- the Anti-Submarine Warfare Continuous Trail Unmanned Vehicle, or ACTUV.�

Top 5 Recreation Companies To Watch For 2015: HFF Inc (HF)

HFF, Inc. is a provider of commercial real estate and capital markets services to both the users and providers of capital in the United States commercial real estate industry. It is a full-service commercial real estate financial intermediary in the United States. As of December 31, 2011, the Company operated out of 20 offices nationwide. During the year ended December 31, 2011, the Company advised on approximately $35.6 billion of completed commercial real estate transactions. The Company offers debt placement, investment sales, distressed debt and real estate owned advisory services, structured finance, private equity placement, investment banking services, loan sales and commercial loan servicing. In October 2011, the Company sold Las Olas City Centre. In March 2012, the Company sold 801 9th Street, NW, a 236,054 square-foot, Class A office building in Washington, D.C. In July 2013, the Company announced that it has closed the sale of Washington Harbour, a 557,961-square-foot, mixed-use project located along the Potomac River in Washington, D.C.'s Georgetown submarket. In September 2013, the Company announced that it has closed the sale of Greenway Plaza, a 4.4 million-square-foot, Class A office complex in Houston, Texas, and 777 Main, a 980,374-square-foot Class A office property in Fort Worth, Texas. In November 2013, HFF Inc closed the sale of The Granary. In November 2013, the Company�� subsidiary, Holliday Fenoglio Fowler, L.P. sold Avalon on the Sound East, a 588-unit, 39-story, Class A multi-housing tower in New Rochelle, New York. In December 2013, HFF Inc sold its Pacific Commons Shopping Center, an 865,783-square-foot center in Fremont. In January 2014, HFF Inc has closed the sale of 225 West Santa Clara, a 16-story, 349,318-square-foot, transit-oriented trophy office property in downtown San Jose, California. In January 2014, HFF, Inc. sold two Central Florida Publix-anchored retail properties in Orlando and suburban Tampa, and sold eight-property, fully leased industrial portfolio in! the Meadowlands submarket of New Jersey. In January 2014, HFF Inc closed the sale of 800 Madison, a 217-unit, Class A multi-housing community with ground floor retail in Hoboken, New Jersey.

Debt Placement Services

The Company offers its clients a range of debt instruments, including but not limited to, construction and construction/mini-permanent loans, adjustable and fixed rate mortgages, entity level debt, mezzanine debt, forward delivery loans, tax exempt financing and sale/leaseback financing. Its clients are owners of various types of property, including, but not limited to, office, retail, industrial, hotel, multi-housing, self-storage, assisted living, nursing homes, condominiums and condominium conversions, mixed-use properties and land. The Company�� clients range in size from individual entrepreneurs who own a single property to the large real estate funds and institutional property owners worldwide who invest globally, especially in the United States. Debt is or has been placed with capital funding sources, both domestic and foreign, including, but not limited to, life insurance companies, conduits, investment banks, commercial banks, thrifts, agency lenders, pension funds, pension fund advisors, real estate investment trusts (REITs), credit companies, opportunity funds and individual investors. In 2011, its transaction volume in debt placements was approximately $18.7 billion.

Investment Sales Services

The Company provides investment sales services to commercial real estate owners who are seeking to sell one or more properties or property interests. In 2011, it completed investment sales of approximately $12.6 billion.

Structured Finance and Private Equity Services

The Company offers an array of structured finance and private equity alternatives and solutions at both the property and ownership entity level. In 2011, it completed approximately $2 billion of structured finance and advisory services transactions.

Private Equity, Investment Banking and Advisory Services

The Company�� broker-dealer subsidiary, HFF Securities L.P. (HFF Securities), undertakes both discretionary and non-discretionary private equity raises, select property specific joint ventures and select investment banking activities for its clients. At December 31, 2011, it had $1.9 billion of active private equity discretionary fund transactions. Through HFF Securities, it offers its clients the ability to access the private equity markets for an identified commercial real estate asset and discretionary private equity funds, joint ventures, entity-level private placements and advisory services, as well as structured finance services. HFF Securities��services to its clients include joint ventures, private placements, advisory services, and marketing and fund-raising.

Loan Sales

The Company assists its clients to sell all or portions of their commercial real estate debt note portfolios, which can include performing, non-performing and distressed debt and/or real estate owned properties. It had consummated $2.3 billion in loan sales transactions in 2011.

Commercial Loan Servicing

The Company provides commercial loan servicing (primary and sub-servicing) for life insurance companies, Federal Home Loan Mortgage Corporation (Freddie Mac), Federal National Mortgage Association (Fannie Mae) through relationships with a range of delegated underwriting and servicing (DUS) lenders, commercial mortgage-backed securities (CMBS) originators, mortgage REITS and debt funds, groups that purchase performing and/or non-performing loans, as well as owners who sell commercial real estate subject to a purchase money mortgage. During 2011, it had approximately 35 correspondent lender relationships with life insurers.

The Company competes with CBRE Capital Markets, Cushman & Wakefield, Eastdil Secured, Jones Lang LaSalle, Northmarq Capital and Berkadia.

Advisors' Opinion:
  • [By Hilary Kramer]

     

    2. Real Estate Investment Trusts (REITs) The REIT is another alternative vehicle that's gone mainstream in recent years. Hundreds of broad-based and specialized real estate companies and ETFs are available, and after a correction a few months ago, many are on the cheap side. Like any other alternative, this should be a seasoning for your portfolio and not the sauce itself. For most retail investors, a stake in an indexed fund like the SPDR Dow Jones REIT (NYSE: RWR) should be more than adequate, or look into the companies that provide services to the REIT industry like HFF (NYSE: HF) and Jones Lang LaSalle (NYSE: JLL).

     

Top Cheapest Companies To Invest In 2014: Franklin Street Properties Corp. (FSP)

Franklin Street Properties Corp. provides real estate and investment banking/investment services in the United States. The company�s Real Estate Operations segment involves in real estate rental operations, leasing, and secured financing of real estate for interim acquisition or other property financing, as well as provides asset management, property management, property acquisitions, dispositions, and development. As of December 31, 2008, it owned and operated a portfolio of 29 real estate properties, which include 28 office buildings and 1 industrial use property. The company�s Investment Banking/Investment Services segment involves in the structuring of real estate investments and broker/dealer services that include the organization of Sponsored real estate investment trusts (REITs), the acquisition and development of real estate on behalf of Sponsored REITs, and the raising of capital to equitize the Sponsored REITs through sale of preferred stock in private placemen ts. This segment offers investment banking/investment services primarily to institutions and high net-worth individuals. The company has elected to be taxed as a REIT under the Internal Revenue Code of 1986. As a REIT, it would not be subject to federal income tax, provided it distributes at least 90% of its taxable income to its shareholders. Franklin Street Properties Corp. was founded in 1981 and is headquartered in Wakefield, Massachusetts.

Advisors' Opinion:
  • [By Lawrence Meyers]

    I would consider BLE stock a somewhat risky choice, but not as crazy risky a full-on junk bond portfolio. It�� well-diversified, trades at $14 and certainly is a high-yield qualifier at roughly 7% annually.

    High-Yield Stocks: Franklin Street Properties (FSP)

    FSP Dividend Yield: 6.1%

  • [By , DividendChannel.com]

    So when stocks turn up that see insider buying, and are also top ranked, investors are wise to take notice. One such company is Franklin Street Properties (FSP), which saw buying by Director John N. Burke.

Top Cheapest Companies To Invest In 2014: Silicon Motion Technology Corporation(SIMO)

Silicon Motion Technology Corporation, a fabless semiconductor company, designs, develops, and supplies a portfolio of multimedia data processing, storage, and transfer solutions primarily for consumer electronics applications. The company offers a range of microcontrollers for use in NAND flash memory storage products, including flash memory cards, USB flash drives, and embedded flash and solid state drives. It also offers a range of multimedia SoCs comprising embedded graphics processors for embedded graphics applications in desktop and notebook personal computers, game consoles, work stations, and multimedia mobile phones. In addition, the company provides semiconductor solutions consisting of mobile television tuners and integrated tuner plus demodulator SoCs for mobile phones and other portable devices; and CDMA transceivers for CDMA 1x and EVDO modem solutions, as well as transceivers for LTE modem solutions. It sells its products to module makers, original equipment manufacturers, and original design manufacturers through its direct sales force and distributors in Canada, China, Europe, Japan, Korea, Taiwan, and the United States. The company is headquartered in Jhubei City, Taiwan.

Advisors' Opinion:
  • [By Alex Planes]

    Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does Silicon Motion (NASDAQ: SIMO  ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.

  • [By Garrett Cook]

    Silicon Motion Technology (NASDAQ: SIMO) shares were also up, gaining 3.20 percent to $22.18 after the company raised its Q2 revenue forecast. The Company is expected to release its full Q2 results on July 28, 2014.

Top Cheapest Companies To Invest In 2014: Delphi Financial Group Inc. (DFG)

Delphi Financial Group, Inc., together with its subsidiaries, provides integrated employee benefit services. The company operates in two segments, Group Employee Benefit Products and Asset Accumulation Products. The Group Employee Benefit Products segment provides disability, group life, and excess workers? compensation insurance products to small and mid-sized employers. It also offers travel accident, voluntary accidental death and dismemberment, group dental, and limited benefit health insurance products, as well as assumed workers? compensation and casualty reinsurance. This segment markets its group products to employer-employee groups and associations in various industries primarily through independent brokers and agents. The Asset Accumulation Products segment primarily offers fixed annuities, such as single premium deferred annuities, flexible premium annuities, and multi-year interest guarantee products to individuals through networks of independent insurance agen ts. The company also provides integrated disability and absence management services, including event reporting, leave of absence management, claims and case management, and return to work management. Delphi Financial Group, Inc. was founded in 1987 and is based in Wilmington, Delaware.

Advisors' Opinion:
  • [By Holly LaFon]

    Some of Elliott Management�� top equity positions in the first quarter 2012 are Brocade Communications Systems (BRCD), Delphi Automotive (DFG), Iron Mountain (IRM) and News Corp. (NWS).

Top Cheapest Companies To Invest In 2014: Vanguard Energy Index ETF (VDE)

Vanguard Energy ETF, formerly known as Vanguard Energy VIPERs, is an exchange-traded share class of Vanguard Energy Index Fund (the Fund). The Fund employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Energy Index (the Index), an index of stocks of large, medium and small United States companies in the energy sector, as classified under the Global Industry Classification Standard (GICS).

This GICS sector is made up of companies whose businesses are dominated by activities, such as the construction or provision of oil rigs, drilling equipment, and other energy-related service and equipment (such as seismic data collection), or companies engaged in the exploration, production, marketing, refining and/or transportation of oil and gas products. The Fund seeks to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index.

Advisors' Opinion:
  • [By MONEYMORNING.COM]

    I like the idea of investing in a group of the largest integrated energy companies, oil and gas explorers/producers, and energy equipment and services. It's like a call option on energy with no expiry date. One of the best alternatives in this sector is the Vanguard Energy ETF (NYSE: VDE).

Top Cheapest Companies To Invest In 2014: Freedom Foods Group Ltd (FNP)

Freedom Foods Group Limited (FNP) is an Australia-based company engaged in providing for specialized Needs in the Global Food Industry. The Company operates in Freedom Foods, operating in the manufacture, distribution and marketing of allergen free cereals and nutritional snacks and other food products under the Freedom Foods brand and dairy alternative beverages under the Australia�� Own and Freedom Foods brands. The Company�� Pactum Australia operates in the manufacture and distribution of Aseptic (long life) beverages and foods. The Company�� Specialty Seafood, operating in the distribution and marketing of canned Herring Sardines and Canned Alaskan Salmon under the Brunswick and Paramount brands. The Company has investment in A2 Corporation, operating in A2 branded dairy milk manufacture, marketing and distribution activities in Australia and International Markets. Advisors' Opinion:
  • [By Andrew Marder]

    The answer isn't immediately clear. Whereas investors can look at the Asian expansion planned by Gap (NYSE: GPS  ) or the new Kate Spade Saturday line from Fifth and Pacific (NYSE: FNP  ) , Guess? has less to draw on. The company is forecasting fiscal 2014 revenue to be in line with fiscal 2013, and it's anticipating a decline in operating margin.

  • [By Lauren Pollock]

    Fifth & Pacific Cos.(FNP) is nearing a deal to sell its Lucky Brand denim business after an auction that had stalled regained momentum this fall, people familiar with the matter told The Wall Street Journal.

  • [By Tamara Rutter]

    Shop it to me
    eBay has collaborated with Fifth and Pacific (NYSE: FNP  ) , the parent company of Kate Spade Saturday, to create an innovative shopping experience. The e-commerce giant is testing 24-hour window shops in New York that let consumers browse and purchase items from Kate Spade Saturday. Free one-hour delivery to anywhere in Manhattan is perhaps the most exciting part of this new offering. While Amazon is testing same-day shipping in select cities, not even Amazon Prime members get the option of free one-hour delivery.

Top Cheapest Companies To Invest In 2014: American Capital Agency Corp (AGNC)

American Capital Agency Corp. (AGNC) is a real estate investment trust (REIT). The Company earns income primarily from investing on a leveraged basis in agency mortgage-backed securities. These investments consist of residential mortgage pass-through securities and collateralized mortgage obligations (CMOs) for which the principal and interest payments are guaranteed by government-sponsored entities, such as the Federal National Mortgage Association (Fannie Mae) and the Federal Home Loan Mortgage Corporation (Freddie Mac), or by a United States Government agency, such as the Government National Mortgage Association (Ginnie Mae) (collectively, GSEs). It may also invest in agency debenture securities issued by Freddie Mac, Fannie Mae or the Federal Home Loan Bank (FHLB). The Company is managed by American Capital AGNC Management, LLC, which is an affiliate of American Capital, Ltd.

AGNC funds its investments primarily through short-term borrowings structured as repurchase agreements. The agency mortgage-backed securities in which the Company invests consist of agency residential pass-through certificates and CMOs. Agency residential pass-through certificates are securities representing interests in pools of mortgage loans secured by residential real property. Agency CMOs are securities that are structured instruments representing interests in agency residential pass-through certificates. Agency CMOs consist of multiple classes of securities.

Advisors' Opinion:
  • [By Selena Maranjian]

    Among holdings in which Westfield Capital Management increased its stake was American Capital Agency (NASDAQ: AGNC  ) . American Capital Agency is a mortgage REIT with a tantalizing dividend yield above 16%. The company's CEO is well respected, but some worry about rising interest rates and mortgage REITs losing a valuable tax advantage.

  • [By Markos Kaminis]

    As investors in Annaly Capital shares already know, quickly rising interest rates are a very bad thing for mortgage REITS like Annaly and peers like American Capital Agency (AGNC) and Two Harbors Investment (TWO). Interest rate concern is the key reason the share prices of names in this group have declined so deeply this year already, though the catalyst was intensifying expectations for Fed tapering of asset purchases up until now.

  • [By Amanda Alix]

    That was a big loss, and the stock price immediately began to tumble. Approximately two hours before markets closed on Thursday, CYS had lost 4.33%. Not only that, but it was dragging fellows Annaly (NYSE: NLY  ) , American Capital Agency (NASDAQ: AGNC  ) , Armour Residential (NYSE: ARR  ) , and hybrid Two Harbors (NYSE: TWO  ) down, as well. Interestingly, Western Asset stayed green, despite its downgrade one day earlier.

  • [By Dan Caplinger]

    6. Investments with high dividend yields don't always produce good total returns. Often, high yields signal danger, as the recent experience of Annaly Capital (NYSE: NLY  ) and American Capital Agency (NASDAQ: AGNC  ) show. Rising interest rates have crushed those stocks, costing investors the equivalent of two years' worth of dividend payments just since the end of April. For funds, distribution yields are often meaningless, as they can include a portion of your own invested capital being returned to you.

Friday, October 10, 2014

Best Canadian Companies To Buy Right Now

"Octagon 88 has received confirmation of 1.6 billion billion barrels PIIP," was the headline for the press release dated September 11, 2013. Needless to say, Octagon 88 (OTCBB: OCTX), a small cap oil and natural gas exploration based in Switzerland with assets in the oil-rich Alberta province of Canada, has soared on that and other bullish news. From early July, the stock price for Octagon 88 just about doubled.

As to be expected, the share price has drifted down from the peak after the bullish activity. But long term investors should take note of the resources owned by Octagon 88. Canadian energy assets have drawn "Big Oil" from around the world such as CNOOC (NYSE: CEO) and Chevron (NYSE: CVX). In addition, Suncor Energy (NYSE: SU), a major oil firm based in Canada, has Warren Buffett gobbling up its shares.

Top Up And Coming Stocks To Own For 2015: NRG Energy Inc.(NRG)

NRG Energy, Inc., together with its subsidiaries, operates as a wholesale power generation company. The company engages in the ownership, development, construction, and operation of power generation facilities. It also involves in the transacting in and trading of fuel and transportation services; the trading of energy, capacity, and related products in the United States and internationally; and the supply of electricity, energy services, and cleaner energy and carbon offset products to retail electricity customers in deregulated markets. The company operates natural gas- fired, coal- fired, oil-fired, nuclear, solar, and wind power plants. As of December 31, 2010, it had power generation portfolio of 193 operating fossil fuel and nuclear generation units with an aggregate generation capacity of approximately 24,570 megawatt (MW), as well as ownership interests in renewable facilities with an aggregate generation capacity of 470 MW. The company portfolio also includes appr oximately 24,035 MW generation capacity in the United States, and 1,005 MW generation capacity in Australia and Germany. In addition, it has a district energy business with steam and chilled water capacity of approximately 1,140 megawatts thermal equivalent. NRG Energy, Inc. was founded in 1989 and is headquartered in Princeton, New Jersey.

Advisors' Opinion:
  • [By Eddie Staley]

    In trading on Monday, utilities shares fell by 0.31 percent. Top losers in the sector included Exelon (NYSE: EXC), down 2.34 percent, and NRG Energy (NYSE: NRG), off 2.24 percent.

  • [By Sara Murphy]

    Our warming planet poses an increasing risk to business operations, and some companies are managing better than others. For instance, NRG Energy (NYSE: NRG  ) and some other utilities are rethinking the entire electrical grid in the wake of repeated storm destruction. Wal-Mart (NYSE: WMT  ) is pursuing new efficiency mechanisms to make its supply chain more resilient to shocks.

  • [By Ben Levisohn]

    The S&P 500 fell 0.2% to 1,767.69, as Cliffs Natural Resources� (CLF) fell 4% to $26.27 on lower metal prices and NRG Energy (NRG) dropped 3.5% to $27.06 after it reported a profit of 37 cents, well below forecasts for 63 cents. The Dow Jones Industrial Average dipped 0.2% to 15,750.76, as taper talk hit Travelers (TRV), which fell 1.7% to $86.44, and Chevron (CVX), which dropped 0.9% to $120.

  • [By Joshua Bondy]

    The Ivanpah project
    Recently the Ivanpah 392 megawatt (MW) CSP plant was competed in the Californian desert.�NRG Yield (NYSE: NYLD  ) and its parent company�NRG Energy (NYSE: NRG  ) �worked to bring the plant to fruition. The facility will help California reach its goal of 33% renewable energy production by 2020. Southern California Edison and Pacific Gas & Electric have already signed long-term agreements to buy power from the facility.�

Best Canadian Companies To Buy Right Now: Hudbay Minerals Inc (HBM)

HudBay Minerals Inc., an integrated mining company, engages in the exploration and development of copper, zinc, and precious metals mines in North and South America. It primarily produces copper concentrates containing copper, gold, and silver; and zinc metal. The company principally owns underground 777 mine that covers an area of 4,400 hectares and is located in Flin Flon, Manitoba. It also owns ore concentrators and a zinc production facility in northern Manitoba and Saskatchewan. The company was founded in 1992 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Dan Caplinger]

    Dan also highlights a new agreement with Brazil's Vale (NYSE: VALE  ) as an example of a new partner streaming agreement that features a focus on gold. Can Silver Wheaton continue to profit from future agreements with partners such as Barrick Gold (NYSE: ABX  ) , Primaro Mining (NYSE: PPP  ) , and Hudbay Minerals (NYSE: HBM  ) ?

  • [By Sean Williams]

    In August, Silver Wheaton reached its most recent deal with HudBay Minerals (NYSE: HBM  ) , securing the rights to its silver production at a low fixed-cost of $5.90 per ounce and 100% of its gold production at its 777 mine through at least 2016 for $400 an ounce In return, Silver Wheaton will fork over up to $750 million in cash for the buildout of HudBay's Constancia mine. Even with the tumble metal prices took this week, Silver Wheaton's margins will continue to remain fat with gold hovering near $1,400 an ounce and silver near $23 an ounce, and its dividend could still head even higher.

Best Canadian Companies To Buy Right Now: Sensata Technologies Holding N.V.(ST)

Sensata Technologies Holding N.V., through its subsidiaries, develops, manufactures, and sells sensors and controls primarily in the Americas, the Asia Pacific, and Europe. It operates in two segments, Sensors and Controls. The Sensors segment offers pressure sensors, force sensors, temperature sensors, speed sensors, position sensors, motor protectors, and thermal and magnetic-hydraulic circuit breakers and switches. Its sensors are used in various applications, such as automotive air-conditioning, braking, transmission, air bag, heavy vehicle off-road, industrial, aerospace, defense, and data/telecom applications, as well as heating, ventilation, and air-conditioning (HVAC) applications. The Controls segment provides bimetal electromechanical controls, thermal and magnetic-hydraulic circuit breakers, power inverters, and interconnection products. This segment also offers application-specific products, including motor and compressor protectors, circuit breakers, semicondu ctor burn-in test sockets, electrical HVAC controls, power inverters, precision switches, and thermostats. Its products are used in heating and air-conditioning systems, refrigerators, aircraft, automobiles, and light industrial system applications in industrial, aerospace, military, commercial, and residential markets. The company offers its products primarily under the Sensata, Klixon, Airpax, and Dimensions brand names. It serves original equipment manufacturers and suppliers in the automotive, industrial, and commercial end-markets; and industrial and commercial manufacturers and suppliers in the climate control, appliance, semiconductor, datacomm, telecommunications, and aerospace industries, as well as motor and compressor suppliers. The company was founded in 1916 and is based in Almelo, the Netherlands. Sensata Technologies Holding N.V. is a subsidiary of Sensata Investment Company S.C.A.

Advisors' Opinion:
  • [By Holly LaFon]

    ��Sensata Technologies (ST) develops, manufactures and sells sensors and controls. We are attracted to the company�� large growth opportunity, which is driven by increased sensor penetration in industries such as automobiles and general industrial opportunities. We find Sensata�� business model to be attractive given the stability of its revenues, strong operating leverage and excellent management team. During the period, the company benefited from a rebound in European automobile sales and deployed capital in several small accretive acquisitions. We have been trimming the position modestly as the stock approaches our price target.

  • [By Toshiro Hasegawa]

    Commonwealth Bank of Australia (CBA) fell 1.1 percent to A$73.73. Singapore Telecommunications Ltd. (ST) retreated 1.1 percent to S$3.78 today after posting earnings.

  • [By cody56]

    The top contributors to performance during the period were Trimble Navigation (TRMB), Sensata Technologies�(ST) and Cadence Design Systems (CDS).

    Trimble Navigation provides location-based solutions to its customers that enhance their productivity and profitability. The recovery in construction end markets and continued strong demand from the farm economy resulted in strong overall financial results for the company and a strong stock price. We trimmed the position as it began to exceed the upper end of the market cap range that we invest in. Sensata Technologies develops, manufactures and sells sensors and controls. We are attracted to the company�� large growth opportunity, which is driven by increased sensor penetration in industries such as automobiles and general industrial opportunities. We find Sensata�� business model to be attractive given the stability of its revenues, strong operating leverage and excellent management team. During the period, the company benefited from a rebound in European automobile sales and deployed capital in several small accretive acquisitions. We have been trimming the position modestly as the stock approaches our price target.

    Meridian Growth Fund performance

  • [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 Sensata Technologies Holding (NYSE: ST  ) , whose recent revenue and earnings are plotted below.

Best Canadian Companies To Buy Right Now: Crown Castle International Corporation (CCI)

Crown Castle International Corp., through its subsidiaries, owns, operates, and leases towers and other wireless infrastructure primarily in the United States and Australia. Its infrastructure includes distributed antenna system (DAS) networks, as well as rooftop installations. The company involves in the rental of antenna space of its towers to wireless communications companies. It also provides network services relating to its towers, which primarily include antenna installations and subsequent augmentations, as well as additional services, such as site acquisition, architectural and engineering, zoning and permitting, other construction, and other services related network development. As of December 31, 2010, it owned, leased, or managed approximately 23,900 towers, including 43 completed DAS networks. The company was founded in 1994 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Jon C. Ogg]

    We just gave a fresh synopsis of which telecom and wireless players could still be up for M&A in the final round of consolidation. American Tower’s market cap is about $28 billion and shares are up more than 4.5% at $71.75. To show how hard things have been, the 52-week trading range is $67.89 to $85.26. What today’s transaction does is quite simply add value to the rest of the public companies that own and operate cell towers:

    Crown Castle International Corp. (NYSE: CCI) is up almost 2.5% at $70.90, against a 52-week range of $63.16 to $81.16. SBA Communications Corp. (NASDAQ: SBAC) is up about 1.8% at $76.70. against a 52-week range of $59.00 to $82.31.

    American Tower expects that the portfolio addition will generate about $345 million in revenues and approximately $270 million of gross margin in 2014. If you value the deal solely on the 5,400 or so owned U.S. towers, this comes up to about $611,000 per tower before calculating the debt and other rights. Suddenly, SBA Communications Corp. (NASDAQ: SBAC) is vindicated because a deal it made in 2012 was deemed pricey as it paid about $1.45 billion for 3,252 towers from TowerCo, at about $445,000 per tower. Crown Castle also has spent close to $2.4 billion to acquire T-Mobile cell tower rights in late 2012.

  • [By Matthew Smith]

    The two names which come to mind as potential buyers are American Tower (AMT) and Crown Castle International (CCI) as the assets would be natural for them to purchase. It would be a large transaction though which would be about 1/6th the current market cap of American Tower and 1/4th the size of Crown Castle's market cap. Another possible buyer could be a hedge fund, and although there are few names out there specializing in this industry, at the end of the day it is a real estate game and all about the leverage and cash flows. Readers should watch this story because if AT&T does in fact sell its towers, it might be set to make a move on the chess board.

  • [By Sue Chang and Polya Lesova]

    AT&T Inc. (T) �shares climbed 2.8%. The largest phone company in the U.S. is on the verge of finalizing a deal to sell its wireless towers to Crown Castle International Corp. (CCI) for as much as $5 billion, Bloomberg News reported on Tuesday.

  • [By Brian Stoffel]

    4. Crown Castle International (NYSE: CCI  ) , P/E of 140
    Crown is one of the major players in the industry. By "tower industry," I'm referring to the towers that now dot our landscape to help ensure wireless data can be transmitted with ease.�

Best Canadian Companies To Buy Right Now: CommonWealth REIT (CWH)

CommonWealth REIT is a real estate investment trust launched and managed by Reit Management & Research LLC. The fund invests in the real estate markets of the United States. It seeks to invest in office buildings, industrial buildings, and leased industrial land. CommonWealth REIT was founded in 1986 and is domiciled in United States.

Advisors' Opinion:
  • [By John Kell var popups = dojo.query(".socialByline .popC"); popups.forEach(func]

    Corvex Management LP and Related Fund Management LLC called for an earlier special meeting to replace CommonWealth REIT's(CWH) entire board, with the activist investors criticizing the company’s former board for leaving without engaging in a transition process.

  • [By Canadian Value]

    Real estate guru thinks that shareholders at CommonWealth REIT (CWH) have very little say in what is going on.

    In this case there is an outside manager looking after assets they don't own.

Best Canadian Companies To Buy Right Now: FMC Corporation (FMC)

FMC Corporation, a chemical company, provides solutions, applications, and products for agricultural, consumer, and industrial markets. The company operates in three segments: Agricultural Products, Specialty Chemicals, and Industrial Chemicals. The Agricultural Products segment develops, markets, and sells a portfolio of crop protection, pest control, and lawn and garden products. It produces insecticides, herbicides, and fungicides to protect crops, including cotton, sugarcane, rice, corn, soybeans, cereals, fruits, and vegetables from insects and weed growth; and for non-agricultural applications, including pest control for home, garden, and other specialty markets, as well as for turf and roadside applications. The Specialty Chemicals segment focuses on food ingredients, pharmaceutical excipients, biomedical technologies, and lithium products. It produces microcrystalline cellulose that is used as drug dry tablet binder and disintegrant, and food ingredient; carrageena n, which is used as food ingredient for thickening and stabilizing; encapsulant for pharmaceutical and nutraceutical applications; alginates that are used as food ingredients, and for pharmaceutical excipient, wound care, orthopedic uses, and industrial uses; and lithium that is used in pharmaceuticals, polymers, batteries, greases and lubricants, air conditioning, and other industrial applications. The Industrial Chemicals segment produces inorganic materials, such as soda ash for glass, chemicals, and detergents; specialty peroxygens for pulp and paper, chemical processing, detergents, antimicrobial disinfectants, environmental applications, electronics, and polymers; and zeolites and silicates for detergents, car tires, pulp, and paper. It has operations in North America, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. The company was founded in 1884 and is headquartered in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Marc Courtenay]

    Some other names to consider as takeover targets would include FMC Technologies, Inc. (FTI), which provides technology solutions for the energy industry worldwide and hit a 52-week high on April 11th. Another less conspicuous target is the diversified chemical company FMC Corp. (FMC), which has a market cap of only $8 billion plus a forward PE of less than 13.

  • [By Garrett Cook]

    FMC (NYSE: FMC) was down, falling 4.64 percent to $71.28 after the company lowered its FY14 earnings forecast and issued a weak Q2 outlook.

    Commodities

  • [By Garrett Cook]

    FMC (NYSE: FMC) was down, falling 3.65 percent to $72.02 after the company lowered its FY14 earnings forecast and issued a weak Q2 outlook.

    Commodities

Best Canadian Companies To Buy Right Now: ENI S.p.A. (E)

Eni SpA, an integrated energy company, engages in the exploration, production, transportation, transformation, and marketing of oil and natural gas. The company also involves in the production and sale of electricity; refining and marketing of petroleum products; and production and sale of petrochemical products and hydrocarbons. In addition, it engages in the offshore and onshore hydrocarbon field construction. Further, the company offers offshore and onshore drilling, and offshore design and engineering services for oil and gas companies. It has a strategic partnership with Gazprom for the joint development of projects in the upstream oil and gas markets. Eni SpA operates in Europe, Africa, Asia and Oceania, and the Americas. The company was founded in 1953 and is headquartered in Rome, Italy with an additional office in San Donato Milanese, Italy.

Advisors' Opinion:
  • [By vaninaegea]

    Finding the right long-term investment is an art that demands following a specific industry for enough time to identify the right moment. Following the steps of successful hedge funds will give your portfolio the needed butter. With that reasoning in mind is that I will look at Suncor Energy (SU) and Eni SpA (E).

Thursday, October 9, 2014

Top High Tech Stocks To Invest In Right Now

Dude, these tax-revenue figures are really harshing my mellow.

NEW YORK (CNNMoney) It's been just three months since marijuana was legalized in Colorado, but economists don't think the state will raise as much in taxes as was hoped.

They had expected to raise $22.7 million before July from special sales taxes on recreational marijuana, but state economist Larson Silbaugh is skeptical.

About $3.4 million was raised in January and February, the only months for which sales have been reported so far.

"If current tax revenues keep coming in at the same pace, we won't meet that expectation," Silbaugh said.

Economists have also lowered the forecast for the full fiscal year ending in June 2015 to $54.7 million from $67 million.

Top Solar Stocks To Buy For 2015: Mobile TeleSystems (MBT)

Mobile TeleSystems OJSC, together with its subsidiaries, provides telecommunications services primarily in the Russian Federation, Ukraine, Uzbekistan, Armenia, and Belarus. The company provides a range of mobile and fixed line voice and data telecommunications services, including transmission, broadband, pay-TV, and various value-added services; and sells equipment and accessories. It also offers network access services, including mobile cellular voice and data communication services; automatic roaming services; GPRS and Internet access services; and 3G technology. In addition, the company�s services include the design, construction, and installation of local voice and data networks capable of interconnecting with fixed line operators; installation and maintenance of cellular payphones; lease of digital communication channels; and provision of access to open computer databases and data networks, including the Internet, as well as video conferencing, and fixed, local, and long-distance telecommunications services. Its value-added services comprise call divert/forwarding, caller ID and anti-caller ID display, conference calling, WiFi, GPRS, intelligent call assistant, APN remote access point, fixed mobile convergence, enhanced data rates for GSM Evolution, call barring, SMS, mobile office, voicemail, mobile banking, wireless application protocol, MTS-Connect, SIM-browser, point-to-point transfer, unstructured supplementary services data, downlink packet access, mobile TV, call waiting, MMS, ring tones, missed call alert, itemization of monthly bills, information and directory, international access, WEB and WAP portal, customer care system, ring back tone, collect call, and location-based services. As of December 31, 2011, the company had a mobile subscriber base of approximately 101.14 million. It has a strategic partnership with Vodafone. The company was founded in 1993 and is headquartered in Moscow, the Russian Federation.

Advisors' Opinion:
  • [By MONEYMORNING.COM]

    For one thing, Russian telecom firms VimpelCom Ltd. (Nasdaq ADR: VIP) and Mobile TeleSystems OJSC (NYSE ADR: MBT) each do "considerable business" in Ukraine, the trade journal reports. For instance, MTS had about 22.4 million subscribers in that country as of September, making it Ukraine's No. 2 mobile provider, Reuters reported. And VimpelCom gets about 8% of its cash flow from that market.

  • [By Jake L'Ecuyer]

    Telecommunications services sector was the leading decliner in the US market today. Telecommunications services stocks dropped 0.43% in today's trading. Among the stocks, Mobile Telesystems OJSC (NYSE: MBT) was down more than 4.8%, while Telecom Argentina SA (NYSE: TEO) tumbled around 2.5%.

Top High Tech Stocks To Invest In Right Now: Axxess Pharma Inc (AXXE)

Axxess Pharma Inc. is a pharmaceutical company. It is engaged in marketing of dermatological, therapeutic nutritionals, pain management, and diagnostic products in Canada and abroad. In October 2013, the Company announced that it has incorporated a wholly owned subsidiary AllStar HealthBrands Inc.

The Company various products include Britical Tablets, Gravergol Capsules, Lactrase Capsules, Somnol Tablets, Triferexx -150 Polysaccharide-iron complex, Urasal Granules, Axspaz Tablets, Vivol Tablets, Hydraxx Lotion, Kemsol Solution, Soropon shampoo, and Skin care Products. Its distribution network includes physicians, hospitals, Government and defense institutions, and pharmacies.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap healthcare and lifestyle stocks Axxess Pharma Inc (OTCMKTS: AXXE), Medefile International Inc (OTCMKTS: MDFI) and Intelligent Living Inc (OTCMKTS: ILIV) have all been getting some extra attention lately thanks in part to a few disclosed paid promotions or investor relations type of activities. But just how healthy are these small cap stocks for investors and traders alike? Here is a quick reality check:

    Axxess Pharma Inc (OTCMKTS: AXXE) Has Been Busy With the Press Releases

    Small cap Axxess Pharma is a specialty Health Care Products Company dedicated to improving health and quality of life by offering select medicines, nutritional supplements and over the counter remedies all across the Americas. On Friday, Axxess Pharma fell 7.52% to $0.295 for a market cap of $12.46 million plus AXXE is down 88.8% over the past year and down 99.8% over the past five years in intermittent trading according to Google Finance.

  • [By Peter Graham]

    Small cap health care or personal care stocks Axxess Pharma Inc (OTCMKTS: AXXE), Radiant Creations Group Inc (OTCBB: RCGP) and Tauriga Sciences Inc (OTCMKTS: TAUG) have recently been attracting attention in various investment newsletters or in investor alerts. Some of the attention may have to do with paid promotions that two of these small caps have been the subject of. So how healthy are these three small cap health care or personal care orientated stocks? Here is a checkup:

Top High Tech Stocks To Invest In Right Now: Synageva BioPharma Corp (GEVA)

Synageva BioPharma Corp., incorporated in 1993, is a clinical-stage biopharmaceutical company. The Company is focused on the discovery, development and commercialization of therapeutic products. It has several protein therapeutics in development, including two enzyme replacement therapies for lysosomal storage disorders and two programs for life-threatening genetic conditions. Its lead program, SBC-102, recombinant human lysosomal acid lipase (LAL), is its advanced pipeline program in clinical development for LAL Deficiency. This enzyme is responsible for the metabolism of cholesteryl esters and triglycerides that are delivered to lysosomes by a variety of routes, including low-density lipoprotein receptor mediated endocytosis. On November 2, 2012, Trimeris, Inc. merged with Synageva BioPharma Corp.

SBC-102 is produced by recombinant deoxyribonucleic acid (DNA) technology in egg white using its protein manufacturing platform. The Company has initiated natural history studies in approximately 20 countries. In addition to SBC-102, it is progressing protein therapeutic programs for other rare diseases, which are at different stages of preclinical development. These include two enzyme replacement therapies for other lysosomal storage disorders and two programs for other rare life-threatening conditions. As of December 31, 2011, its product candidate pipeline included SBC-102, SBC-103, SBC-104, SBC-105 and SBC-106.

SBC-104 is an extracellular protein that targets a severe, rare genetic condition. SBC-105 is an enzyme replacement therapy being developed to treat a severe, rare metabolic disorder. SBC-106 is a protein therapy that targets a severe and rare genetic condition.

Advisors' Opinion:
  • [By Garrett Cook]

    Shares of Synageva BioPharma (NASDAQ: GEVA) were down 14.42 percent to $89.69 after the company reported that Phase 3 study met primary endpoint and six secondary endpoints across multiple disease-related abnormalities. Citigroup initiated coverage on Synageva BioPharma with a Neutral rating.

Top High Tech Stocks To Invest In Right Now: Tredegar Corporation(TG)

Tredegar Corporation, through its subsidiaries, manufactures and sells plastic films and aluminum extrusions worldwide. The company offers apertured film and nonwoven materials for use in feminine hygiene products, baby diapers, and adult incontinence products under the SoftQuilt, ComfortAire, SoftAire, and FreshFeel names; breathable, embossed, and elastic materials for use as components for baby diapers, adult incontinence products, and feminine hygiene products under the ExtraFlex, FabriFlex, StretchTab, FlexAire, and FlexFeel names; and absorbent transfer layers for baby diapers and adult incontinence products under the AquiDry and AquiSoft names. It also provides single and multi-layer surface protection films under the UltraMask and ForceField names for protecting components of flat panel displays; a line of packaging films for food packaging and industrial applications; and apertured films, breathable barrier films, and laminates that regulate fluid or vapor transmi ssion. In addition, the company offers soft-alloy aluminum extrusions primarily for building and construction, distribution, transportation, electrical, consumer durables, and machinery and equipment markets; and manufactures mill, anodized, and painted aluminum extrusions for fabricators and distributors to produce curtain walls, storefronts, windows and doors, hurricane shutters, tub and shower enclosures, heatsinks and components for light emitting diode (LED) lighting, and automotive and light truck aftermarket parts. Further, it develops and produces microstructure-based optical films for the LED and fluorescent lighting markets; and develops, owns, and operates mitigation banks. Tredegar Corporation was founded in 1988 and is headquartered in Richmond, Virginia.

Advisors' Opinion:
  • [By Bryan Murphy]

    It's certainly not as big as Berry Plastics Group Inc. (NYSE:BERY). It's not even as big as Tredegar Corporation (NYSE:TG). There's one big way AEP Industries (NASDAQ:AEPI) can certainly compete head-on with BERY and TG right now, however... as an investment opportunity. Thanks to the bullish bump AEPI gave us last week, a long-standing selloff has been revered, and there's a whole lot of ground to make up.

Top High Tech Stocks To Invest In Right Now: Comfort Systems USA Inc. (FIX)

Comfort Systems USA, Inc. provides installation, maintenance, repair, and replacement services for the heating, ventilation, and air conditioning (HVAC) systems in the mechanical services industry in the United States. The company engages in the design, engineering, integration, installation, and start-up of HVAC, building automation controls, and related systems; and maintenance, repair, replacement, reconfiguration, and monitoring of HVAC systems and industrial process piping. It also provides specialized applications, such as building automation control systems, fire protection, process cooling, electronic monitoring, and process piping, as well as electrical and plumbing services. The company offers its services for office buildings, retail centers, apartment complexes, and manufacturing plants, as well as healthcare, education, and government facilities. It serves building owners and developers, general contractors, architects, consulting engineers, and property manag ers in the commercial, industrial and institutional HVAC markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.

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 Comfort Systems USA (NYSE: FIX  ) , whose recent revenue and earnings are plotted below.

  • [By Jeremy Bowman]

    What: Shares of HVAC-service provider Comfort Systems USA (NYSE: FIX  ) were heating up today, gaining as much as 13% on a promising earnings report.

Top High Tech Stocks To Invest In Right Now: ARIAD Pharmaceuticals Inc.(ARIA)

ARIAD Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of small-molecule drugs for the treatment of cancer. The company?s lead cancer product, ridaforolimus is being studied in multiple clinical trials in patients with various types of cancers, including metastatic sarcomas, breast cancer, endometrial cancer, prostate cancer, and non-small cell lung cancer. Its product pipeline also includes ponatinib, a pan BCR-ABL inhibitor in phase 2 clinical trial for applications in various hematological cancers and solid tumors; and AP26113, an anaplastic lymphoma kinase inhibitor in preclinical studies for the treatment of various cancers, including non-small cell lung cancer, lymphoma, and neuroblastoma. In addition, the company focuses on a drug discovery program centered on small-molecule therapies that are molecularly targeted to cell-signaling pathways implicated in cancer. Further, it licenses its ARGENT cell-sign aling regulation technologies to pharmaceutical and biotechnology companies to develop and commercialize therapeutic products, and to conduct drug discovery research. The company has collaboration and license agreements with Merck & Co., Inc. for the development, manufacture, and commercialization of ridaforolimus; and license agreements with Medinol Ltd. and ICON Medical Corp. to develop and commercialize stents and other medical devices to deliver ridaforolimus to prevent restenosis of injured vessels. ARIAD Pharmaceuticals, Inc. was founded in 1991 and is based in Cambridge, Massachusetts.

Advisors' Opinion:
  • [By Luke Jacobi]

    Ariad Pharmaceuticals (NASDAQ: ARIA) tumbled 40.67 percent to $2.67 after the company announced discontinuation of the Phase 3 EPIC trial of Iclusig.

5 Best Dividend Stocks To Watch For 2014

If you are looking at fuel cell stocks and wondering whether FuelCell Energy (NASDAQ: FCEL  ) , Ballard Power Systems (NASDAQ: BLDP  ) , or Plug Power (NASDAQ: PLUG  ) will come out on top, just remember this: FuelCell Energy is the only one in this group that is betting solely on fuel cells as a means of power generation rather than energy storage.

While this does have some advantages for FuelCell, especially considering its molten carbonate technology -- efficient, but big and runs at very high temperatures -- it also means that FuelCell Energy has a rather complex relationship with its biggest competitor, natural gas turbines.�

Tune into the video below to find out why FuelCell Energy needs to be more competitive than traditional natural gas combustion technology but at the same time be reliant on cheaper natural gas.�

Top dividend stocks for the next decade
The smartest investors know that dividend stocks simply crush their non-dividend paying counterparts over the long term. That's beyond dispute. They also know that a well-constructed dividend portfolio creates wealth steadily, while still allowing you to sleep like a baby. Knowing how valuable such a portfolio might be, our top analysts put together a�report on a group of high-yielding stocks�that should be in any income investor's portfolio. To see our free report on these stocks, just�click here now.

Top Sliver Stocks To Buy Right Now: The Cushing MLP Total Return Fund(SRV)

Cushing MLP Total Return Fund is a closed-end mutual fund launched by Swank Capital, LLC. The fund is managed by Swank Energy Income Advisors L.P. It invests in the public equity and fixed income markets across the globe with a focus in United States. The fund typically invests in MLPs, Other Natural Resource Companies, and global commodities. It primarily invests in the securities of MLPs, other equity securities, debt securities, and securities of non-U.S. issuers employing a fundamental analysis. Cushing MLP Total Return Fund was formed on May 23, 2007 and is domiciled in Dallas.

Advisors' Opinion:
  • [By Robert Rapier]

    As I write this, Tortoise Pipeline and Energy (NYSE: TTP) trades at a discount of 15.1 percent to its underlying assets, while at the other end of the spectrum Cushing MLP Total Return Fund (NYSE: SRV) trades at a 17.4 percent premium. The average MLP closed-end fund listed trades at a 4.9 percent discount, which is perhaps reasonable given the loss of certain tax advantages and the fact that management fees will eat into returns.

  • [By Robert Rapier]

    As I write this, Tortoise Pipeline and Energy (NYSE: TTP) trades at a discount of 15.1 percent to its underlying assets, while at the other end of the spectrum Cushing MLP Total Return Fund (NYSE: SRV) trades at a 17.4 percent premium. The average MLP closed-end fund listed trades at a 4.9 percent discount, which is perhaps reasonable given the loss of certain tax advantages and the fact that management fees will eat into returns.

5 Best Dividend Stocks To Watch For 2014: Abbott Laboratories(ABT)

Abbott Laboratories engages in the discovery, development, manufacture, and sale of health care products worldwide. The company offers adult and pediatric pharmaceuticals for rheumatoid and psoriatic arthritis, ankylosing spondylitis, psoriasis, and Crohn's disease; dyslipidemia; HIV infection; prostate cancer, endometriosis and central precocious puberty, and anemia caused by uterine fibroids; respiratory syncytial virus; adult males who have low or no testosterone; secondary hyperparathyroidism; hypothyroidism; and pancreatic exocrine insufficiency, as well as anesthesia products. It also provides diagnostic products, such as immunoassay systems; chemistry systems; assays used for screening and/or diagnosis for drugs of abuse, cancer, therapeutic drug monitoring, fertility, physiological, and infectious diseases; instruments that automate the extraction, purification, and preparation of DNA and RNA from patient samples, and detect and measure infections agents; genomic-b ased tests; hematology systems and reagents; and point-of-care diagnostic systems and tests for blood analysis. In addition, the company offers a line of pediatric and adult nutritional products. Further, it provides coronary, endovascular, vessel closure, and structural heart devices, such as drug-eluting stent systems, coronary metallic stents, balloon dilatation products, coronary guidewires, vessel closure devices, carotid stent systems, percutaneous valve repair systems, and drug eluting bioresorbable vascular products. Additionally, the company provides blood glucose monitoring meters, test strips, data management software, and accessories for people with diabetes; and medical devices for the eye, including cataract surgery, lasik surgery, contact lens, and dry eye products, as well as branded generic pharmaceutical products. Abbott primarily serves retailers, wholesalers, hospitals, and health care facilities. Abbott was founded in 1888 and is headquartered in Abbott Park, Illinois.

Advisors' Opinion:
  • [By Keith Speights]

    Has anyone noticed a common theme among the first-quarter results for many of the big medical-device companies? In case you missed earnings announcements from Abbott Labs (NYSE: ABT  ) , Boston Scientific (NYSE: BSX  ) , Edwards Lifesciences (NYSE: EW  ) , Johnson & Johnson (NYSE: JNJ  ) , or Stryker (NYSE: SYK  ) , the following chart shows how their medical-device business fared during the quarter.

  • [By Keith Speights]

    You're also likely picking up part of the tab for the companies mistakes in how they promote their products. For example, Abbott Labs (NYSE: ABT  ) settled federal and state lawsuits accusing the company of inappropriate promotion practices for epilepsy drug Depakote for a cool $1.6 billion last year.

  • [By Max Macaluso, Ph.D.]

    Shares of Abbott Laboratories (NYSE: ABT  ) may be up 10.7% since the start of 2013, but this stock has lagged behind the S&P 500 index and many of its health care peers, including Boston Scientific (NYSE: BSX  ) and�Johnson & Johnson. Abbott's next big catalyst will be its second-quarter results, which are set to be revealed tomorrow morning, but will earnings wow investors, or will they miss estimates and disappoint?

  • [By The Part-time Investor]

    The following stocks met the criteria in January of 2008 and were put into the initial portfolio:

    Abbot Labs (ABT)Advanced data processing (ADP)Associated Banc-Corp (ASBC)Bank of America (BAC)BB&T Corp. (BBT)Bemis Company (BMS)Anheuser Busch (BUD)The Chubb Corporation (CB)Clorox (CLX)Comerica Inc. (CMA)Diebold Inc. (DBD)Emerson Electronics (EMR)First Dollar Corp. (FDO)First Third BanCorp. (FITB)Gannett Co, Inc. (GCI)General Electric (GE)Hershey (HSY)Illinois Tools Works (ITW)Johnson and Johnson (JNJ)Leggett and Platt (LEG)Eli Lilly (LLY)La-Z-Boy (LZB)McDonald's (MCD)Marsh and Ilsley (MI)M&T Bancorp (MTB)PepsiCo (PEP)Pfizer (PFE)Procter & Gamble (PG)Pentair Ltd. (PNR)Regions Financial Corp. (RF)Rohm and Haas (ROH)RPM International (RPM)Sherwin Williams (SHW)Sysco Corp. (SYY)UDR Inc. (UDR)

    Historical quotes were taken from Yahoo Finance. $10,000 was put into each position, to the nearest whole share, so a total of $349,262.89 was invested. From 1/15/08 through 5/16/13 all dividends were reinvested back into the stock that paid them. If a dividend cut was announced, that stock was sold on the ex-div date of the new, lower dividend.

5 Best Dividend Stocks To Watch For 2014: NextEra Energy Inc. (NEE)

NextEra Energy, Inc., through its subsidiaries, engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. As of December 31, 2010, NextEra Energy had approximately 43,000 mega watts of generating capacity. The company involves in the generation of renewable energy from wind and solar projects. It also generates electricity through natural gas, nuclear, oil and coal, and hydro power plants. The company serves approximately 8.7 million people through approximately 4.5 million customer accounts in the east and lower west coasts of Florida. In addition, it leases wholesale fiber-optic network capacity and dark fiber to telephone, wireless carriers, Internet, and other telecommunications companies. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in May 2010. NextEra Energy, Inc. was founded in 1984 and is headquartered in Juno Beach, Florida.

Advisors' Opinion:
  • [By Justin Loiseau]

    The utility is also taking a page of out NextEra Energy's (NYSE: NEE  ) book through its planned sale of 1,240 MW of hydro assets by 2014. NextEra offloaded its final 351 MW of hydro assets in March, enabling the company to focus on "areas with greater growth potential." FirstEnergy's and NextEra's exits are hardly anomalies, as various utilities concentrate their assets to cut costs and maximize economies of scale.

  • [By Justin Loiseau]

    Can coal still kick it?
    Heading into June, AEP (NYSE: AEP  ) was in close competition with NextEra Energy (NYSE: NEE  ) as Edison Award finalists. NextEra added an enormous 1,500 MW of new wind commissions in 2012, putting its total wind capacity at 10,000 MW. The utility also received kudos for completion of a multi-year, multi-site, multi-billion-dollar nuclear uprate project that topped 400 MW expectations by a smooth 100 MW.

  • [By Ben Levisohn]

    Abbvie (ABBV)
    Ameren Corp. (AEE)
    Arthur J. Gallagher (AJG)
    E.I. DuPont de Nemours & Co. (DD)
    ENSCO (ESV)
    Enterprise Products Partners LP (EPD)
    General Mills (GIS)
    H&R Block (HRB)
    Hancock Holding (HBHC)
    Kraft Foods Group (KRFT)
    Lorillard (LO)
    Magellan Midstream Partners LP (MMP)
    MarkWest Energy Partners L P (MWE)
    McDonald’s (MCD)
    Microchip Technology (MCHP)
    NextEra Energy (NEE)
    Regency Centers (REG)
    TELUS Corp. (TU)
    West Corp. (WSTC)
    Williams Companies (WMB)

5 Best Dividend Stocks To Watch For 2014: CPFL Energia S.A.(CPL)

CPFL Energia S.A., through its subsidiaries, engages in the generation, distribution, and sale of electricity in Brazil. It generates electricity through hydroelectric, thermal, biomass, and wind power plants. The company also involves in the provision of energy commercialization, consultancy, and advisory services to agents in the energy sector; manufacture, commercialization, rental, and maintenance of electromechanical equipment; and provision of administrative services, as well as telephone answering services. It has an installed generating capacity of 2,309 MW. The company was founded in 1998 and is headquartered in Sao Paulo, Brazil.

Advisors' Opinion:
  • [By Selena Maranjian]

    Brazilian electricity giant CPFL Energia S.A. (NYSE: CPL  ) sank 20%, and recently yielded 5.9%. Its long-term debt has been rising, largely due to acquisitions, and its free cash flow has been shrinking (and even turning negative�recently). But it has been investing heavily in alternative energies, and it serves a massive and growing market in Brazil. The country's growth has been slower than many would like, but that won't last forever.

Tuesday, October 7, 2014

Best Asian Stocks For 2014

Samsung's (NASDAQOTH: SSNLF  ) upcoming flagship phablet, the Galaxy Note 4, will make its sales debut in South Korea and China before the end of the month, ahead of Apple's (NASDAQ: AAPL  ) competing iPhone 6 Plus.

In general, Asian markets tend to be more favorable to phablets than other regions, and the Galaxy Note 4's early launch may give the device a slight edge over the iPhone 6 Plus, which is likely to be its most direct competitor.

Apple and Samsung's staggered release dates
Apple has released the iPhone 6 Plus in a handful of countries already, including the U.S., Japan, and Singapore. On September 26, Apple's phablet is expected to debut in 20 additional nations, mostly in Europe.

The timing of its release in China, however, has remained a mystery, with some outlets suggesting that the iPhone 6 and iPhone 6 Plus could be delayed until early next year. On Tuesday, Reuters reported that Chinese regulators were in the final stages of reviewing the smaller iPhone 6 for sales approval -- presumably, the iPhone 6 Plus would be included in that review, but either way, there's still no firm release date.

Top 5 New Companies To Own In Right Now: Craft Brew Alliance Inc (BREW)

Craft Brew Alliance, Inc., incorporated on May 4, 1981, is an independent craft brewer. The Company is engaged in brewing, marketing and selling of craft beers in the United States. The Company operates two segments: Beer related operations and Pubs and Other. Beer related operations include the brewing and sale of craft beers from its five breweries. Pubs and Other operations primarily include its five pubs, four, of which are located adjacent to its breweries. The Company brews its Widmer Brothers, Redhook and Kona beers in each of its three mainland production breweries, including New Hampshire Brewery, Oregon Brewery and Washington Brewery. The Company also owns and operates a small manual style brewery, primarily used for small batch production at the Rose Quarter in Portland, Oregon. The Company�� beer portfolio is consisted of the Widmer Brothers, Redhook and Kona brand families. On May 2, 2011, the Company sold 42% interest in Fulton Street Brewery, LLC.

The Company�� Widmer Brothers Hefeweizen is a golden, cloudy wheat beer with a pronounced citrus aroma and flavor. This beer is usually served with a lemon slice. Its Drifter Pale Ale is brewed with generous amounts of summit hops. It also includes Drop Top Amber Ale and Rotator India Pale Ale. Initial beers in the series 924 series include the Nelson Imperial IPA and the Pitch Black IPA, which is a Pacific Northwest twist on a traditional IPA, brewed in the style of a Cascadian Dark. Beers in this brand are offered as a draft product and as a four pack for bottles. Widmer Brothers beers include Brothers��Reserve and Alchemy Project. Widmer Brothers seasonal beers are Citra Blonde, Okto, Brrr and W series.

The Redhook family of beers is consisted of sessionable (lower alcohol by volume) and approachable beers. Its Long Hammer IPA is the beer within the brand family and is English pub-style bitter ale with a bold hop aroma and profile that is not overpoweringly bitter. Its

Redhook Pilsner is a crisp, easy-! drinking, golden lager that is modeled after beers originally brewed in Plzen, Czechoslovakia. Redhook ESB is rich, full-bodied amber ale with a smooth flavor profile featuring toasted malts and a pleasant finishing sweetness. Its Copperhook Ale is copper-colored ale with caramel notes and a clean refreshing finish. The Company�� Blueline Series brand is offering from the Redhook brand family for the West Coast beer drinker. These beers are hand crafted by the brewers and are available at its Washington Brewery pub, as well as at select restaurants, bottle shops and public houses in the Seattle, Washington area. Its Brewery Backyard Series is produced at its New Hampshire brewery as a draft product available at the brewery�� pub and at select local establishments. Redhook seasonal beers include Nut Brown Ale, Winterhook Winter Ale and Wit.

The Company�� Kona Beers brand family is consisted of beers that deliver the essence of the Hawaiian Islands that is Always Aloha. The Company�� Longboard Island Lager is a traditionally brewed lager with a delicate, slightly spicy hop aroma that is complimented by a fresh, malt-forward flavor and a smooth, refreshing finish. Its Fire Rock Pale Ale is a crisp, Hawaiian Style pale ale with pronounced citrus and floral hop aromas and flavors that are backed up by a generous malt profile.

Kona seasonal beers include Koko Brown Ale, American brown ale with a deep amber color and rich mahogany hues. This ale has a smoky, roasted nut aroma and flavor, with a coconut twist. Koko Brown Ale is Kona�� spring seasonal. Its Pipeline Porter is smooth and dark, with a roasty aroma and earthy flavor. This ale is brewed with fresh 100% Kona coffee. Its Wailua Wheat is golden, sun-colored ale with a bright, citrusy flavor. This beer is brewed with a touch of tropical passion fruit to impart a slightly tart and crisp finish. Kona offers two variety packs: Island Hopper variety 12-packs and Big Kahuna variety 24-packs. Both packages include the brewe! ry�� Lo! ngboard Island Lager along with Fire Rock Pale Ale and then two of its Aloha series seasonal offerings: Koko Brown, Wailua Wheat and Pipeline Porter.

The Company competes with Heineken, Corona Extra and Guinness.

Advisors' Opinion:
  • [By Chris Katje]

    Publicly traded Craft Brew Alliance (BREW) is the owner of three key craft beer brands. The company, through two mergers, owns the brands Redhook, Widmer, and Kona. One of those brands (Redhook) has a partnership coming with Buffalo Wild Wings that could create coverage of the company's stock and blow revenue estimates out of the water.

  • [By Louis Navellier]

    The fantastic performance and growth of this company was noted by Portfolio Grader back in August and the stock was upgraded to an A. Shares of SAM stock remain a “strong buy” at the current price. When it comes to beer stocks to buy now, this is one of the most tempting.

    Best Booze Stocks to Buy Now -�Craft Brew Alliance (BREW)

    Craft Brew Alliance (BREW) makes craft beers under three very popular brands for beer aficionados. The Widmar Brothers, Redhook and Kona brands of beer have all received rave reviews … and that’s just one reason BREW is one of the best beer stocks to buy now.

Best Asian Stocks For 2014: Curis Inc.(CRIS)

Curis, Inc., a drug discovery and development company, focuses on the research and development of cancer therapeutics. The company, under collaboration with Genentech, Inc., is conducting a pivotal Phase II clinical trial on its lead molecule, GDC-0449 in advanced basal cell carcinoma patients, as well as various Phase II clinical trials in first-line metastatic colorectal cancer and advanced ovarian cancer patients. It is also evaluating CUDC-101, a small molecule that is in a Phase I clinical testing and is designed to target histone deacetylase, epidermal growth factor receptor, and epidermal growth factor receptor 2. In addition, Curis has a development candidate, Debio 0932, which is a Heat Shock Protein 90 or Hsp90 inhibitor. The company holds a license agreement with Debiopharm related to its Hsp90 technologies. Further, it involves in preclinical testing for the development of candidates from its targeted cancer programs. The company was founded in 2000 and is base d in Lexington, Massachusetts.

Advisors' Opinion:
  • [By Monica Gerson]

    Curis (NASDAQ: CRIS) dipped 18.97% to $3.16 in the pre-market session after the company reported Q3 financial results and provided CUDC-427 development update.

Best Asian Stocks For 2014: Cencosud SA (CNCO)

Cencosud SA (Cencosud) is a Chile-based holding company primarily engaged in the retail sector. The Company�� activities include the management and operation of a network of supermarkets, home centers, department stores and shopping malls, which operate under such names as Jumbo, Disco & Vea, Santa Isabel, Easy, Paris, Blaisten and GBarbosa, among others. The Company�� business also comprises the provision of consumer financial services and insurance brokerage, as well as it operates family entertainment centers and a travel agency. Through its subsidiaries and affiliates, the Company has operations established in Argentina, Brazil, Chile, Colombia and Peru. As of December 31, 2010, the Company was a 25.74%-owned affiliate of Inversiones Quinchamali Limitada.

Advisors' Opinion:
  • [By Will Ashworth]

    In terms of growth, Asia is where the company is achieving its greatest success. Operating joint ventures in China, India and Japan, Aegon’s gross deposits in new markets grew 31% in fiscal 2013 to $19.8 billion. Its underlying earnings before tax have grown 28% over the last two fiscal years, with fee-based earnings representing a much bigger part of its business than in the past. That�� a good thing, because fee-based earnings don�� have nearly the same bite if things go south than assets on your own balance sheet. Its operations outside of Europe are getting stronger, providing the diversification necessary to survive financial hiccups. As far as insurers go, AEG is one of the best cheap stocks worth owning.

    Cheap Stocks to Buy: Cencosud S.A. (CNCO)

    Cencosud is one of the largest retailers in Latin America. It operates grocery stores, home improvement stores and department stores in five countries including Chile, its home base. Its stock is down 51% over the past year for several reasons, including a deal falling through that would have seen it sell 51% of its credit card operations in Chile and Argentina to Itau Unibanco (ITUB) and using the proceeds to reduce its heavy debt load. Add to that a major devaluation of the peso in Argentina, where it generates a quarter of its overall revenue, and you have investors in a full-on panic.

Best Asian Stocks For 2014: Guggenheim CurrencyShares Australian Dollar Trust (FXA)

Guggenheim CurrencyShares Australian Dollar Trust, formerly The CurrencyShares Australian Dollar Trust, is a grantor trust. The Trust issues shares (the Shares) in blocks of 50,000 (a Basket) in exchange for deposits of Australian Dollars and distributes Australian Dollars in connection with the redemption of Baskets. The investment objective of the Trust is for the Shares to reflect the price of Australian Dollars plus accrued interest, if any, less the expenses of the Trust�� operations. The Shares are intended to offer investors an opportunity to participate in the market for the Australian Dollar through an investment in securities. The Shares are bought and sold on New York Stock Exchange (NYSE) Arca like any other exchange-listed security.

The Trust holds Australian Dollars and, from time to time, issues Baskets in exchange for deposits of Australian Dollars and distributes Australian Dollars in connection with redemptions of Baskets. The Sponsor of the Trust oversees the performance of the Trustee and the Trust�� principal service providers. The Sponsor is Rydex Specialized Products LLC. The Sponsor is responsible for payment of administrative and marketing expenses. The Bank of New York Mellon serves as the Trustee. The Trustee is responsible for the day-to-day administration of the Trust, including keeping the Trust�� operational records. JPMorgan Chase Bank, N.A., London Branch is the Depository.

Advisors' Opinion:
  • [By Fede Zaldua]

    The easiest way to go short Australia's currency and long the US dollar is through selling Australian dollar's ETF, the Currency Shares Australian Dollar Trust (FXA), which is still held by John Keeley. Even when the ETF is down by 15% since 2013 started, I believe there is still significant downside potential for the currency.

  • [By Dr. Duru]

    So, the slight change of wording in the first sentence of the statement is important in that it could be a precursor to other upside adjustments in the RBA's language. If this happens, the Australian dollar (FXA) could take off…exactly what the RBA does not want. In fact, its desire to contain the currency must underlie the strained attempts to contain enthusiasm over the economy.

  • [By Dr. Duru]

    The closest real justification for the rate cut comes via the stubbornly high exchange rate of the Australian dollar (FXA) and low credit demand:

    The exchange rate, on the other hand, has been little changed at a historically high level over the past 18 months, which is unusual given the decline in export prices and interest rates during that time. Moreover, the demand for credit remains, at this point, relatively subdued.

Best Asian Stocks For 2014: SeaWorld Entertainment Inc (SEAS)

SeaWorld Entertainment, Inc., incorporated on October 2, 2009, is a theme park and entertainment company. The Company is engaged in delivering personal, interactive and educational experiences that blend imagination with nature and enable its customers to celebrate, connect with and care for the natural world. The Company own or license a portfolio of globally recognized brands including SeaWorld, Shamu and Busch Gardens. The Company has built a diversified portfolio of 11 destination and regional theme parks that are grouped in key markets across the United States. Its theme parks feature a diverse array of rides, shows and other attractions with broad demographic appeal which deliver memorable experiences and a strong value proposition for its guests. In addition to its theme parks, it has recently begun to leverage its brands into media, entertainment and consumer products.

The Company generates revenue primarily from selling admission to its theme parks and from purchases of food, merchandise and other spending. During the year ended December 31, 2012, it hosted more than 24 million guests in its theme parks, including approximately 3.5 million international guests from over 55 countries and six continents. In 2012, the Company opened new attractions in seven of its theme parks. In November 2012, the Company acquired Knott�� Soak City, a standalone Southern California water park, from an affiliate of Cedar Fair L.P. The Company�� products and services include Admission Tickets, Theme Park Operations, Culinary Offerings , Merchandise , Licensing and Consumer Products , Group Events and Conventions and Corporate Sponsorships and Strategic Alliances.

Admission Tickets, which generate most of its revenue from selling admission to its theme parks. The Company also offers a Fun Card at select theme parks that allows additional visits throughout that calendar year. In addition, visitors can purchase vacation packages with preferred hotels, behind-the-scenes tours, specialt! y dining packages and front of the line access to enhance their experience. Theme Park Operations delivers a level of service, safety and security at its theme parks. It comprised of rides, shows and attractions operations, safety, security, environmental, water park and guest arrival services (including parking, tolls, admissions, guest relations, entry and exit), the theme park operations team manages the planning and execution of the overall theme park experience on a daily basis.

Culinary Offerings delivers a variety of high quality, creative and memorable culinary experiences to its guests. Culinary operations are strategically organized into five key guest-oriented disciplines designed to drive in-park per capita spending: restaurants, catering, carts and kiosks, specialty snacks and vending. The Company�� culinary team focuses on providing creative menu offerings that appeal to our diverse guest base. Merchandise offers guests the opportunity to capture memories through its products and services, including through traditional retail shops, game venues and customized photos and videos. It focuses on effort to leverage the emotional connection of the theme park experiences, capitalize on trends and optimize brand alignment with its merchandise product offerings.

Licensing and Consumer Products capitalize on its brands, it has begun to leverage its intellectual property and content through media and consumer strategic licensing arrangements. It extended the reach of its brands through outbound media licensing in areas such as films, television programs and digital e-books, as well as its first-ever multi-platform mobile app game, TurtleTrek, which launched on iTunes in November 2012. Group Events and Conventions host a variety of different group events, meetings and conventions at its theme parks both during the day and at night. Its venues offer indoor and outdoor space for meetings, special events, entertainment shows, picnics, teambuilding events, group tours and spec! ial group! ticket packages. Park buy-outs allow groups to enjoy exclusive itineraries, including meetings and shows, up-close encounters with animals and behind the scenes tours. Corporate Sponsorships and Strategic Alliances seek to secure long-term corporate sponsorships and strategic alliances with companies and brands that share its core values, deliver brand marketing value and influence and drive mutual business gains. Its current corporate sponsors include, among others, Southwest Airlines, which has been a sponsor for over 20 years, and The Coca-Cola Company.

SeaWorld.

SeaWorld is recognized as the marine-life theme park brand in the world. Its SeaWorld theme parks, located in Orlando, San Antonio and San Diego, each rank among the most highly attended theme parks in the industry and offer up-close interactive experiences and a variety of live performances, including shows featuring Shamu in specially designed amphitheaters. It offers its guests numerous animal encounters, including the opportunity to work with trainers and feed marine animals, as well as themed thrill rides and theatrical shows that creatively incorporate its animal collection.

Busch Gardens

Its Busch Gardens theme parks are family-oriented destinations designed to immerse guests in foreign geographic settings. They are renowned for their beauty and landscaping and gardens and allow its guests to discover the natural side of fun by offering a family experience featuring a range of attractions and rollercoasters in a richly-themed environment. Busch Gardens Tampa presents its collection of animals from Africa, Asia and Australia.

Aquatica

Its Aquatica branded water parks are premium, family-oriented destinations that are based in a South Seas-themed tropical setting. Aquatica water parks build on the aquatic theme of its SeaWorld brand and feature high-energy rides, water attractions, white-sand beaches ande entertaining presentation of marine and terrestrial an! imals. Th! e Company positions its Aquatica water parks as companion water parks to its SeaWorld theme parks in Orlando and San Diego and it has an Aquatica water park situated within its SeaWorld San Antonio theme park.

Discovery Cove

Discovery Cove is a reservations only, all-inclusive, marine-life day resort adjacent to SeaWorld Orlando. Discovery Cove offers guests personal, signature experiences, including the opportunity to swim and interact with dolphins, take an underwater walking reef tour and enjoy pristine white-sand beaches and landscaped private cabanas. Discovery Cove presently limits its attendance to approximately 1,300 guests per day and features premium culinary offerings in order to provide guests with a more relaxed, intimate and high-end luxury resort experience.

Sesame Place

Sesame Place is the only United States theme park based entirely on the television show Sesame Street. It is located between Philadelphia and New York City, Sesame Place is a destination where parents and children can share in the spirit of imagination and experience Sesame Street together through whirling rides, water slides, colorful shows and furry friends. In addition, it has introduced Sesame Street brands in its other theme parks through Sesame Street-themed rides, shows, children�� play areas and merchandise.

The Company competes with The Walt Disney Company, Universal Studios, Six Flags, Cedar Fair, Merlin Entertainments and Hershey Entertainment and Resorts Company.

Advisors' Opinion:
  • [By Steve Symington]

    In addition, as fellow fool Rick Munarriz pointed out, Disney is taking a little less heat this year thanks to the fact that both�Comcast's (NASDAQ: CMCSK  ) Universal Orlando and�SeaWorld� (NYSE: SEAS  ) �only just finished raising prices for their own respective Florida parks.

Best Asian Stocks For 2014: Stewart Enterprises Inc.(STEI)

Stewart Enterprises, Inc., through its subsidiaries, provides funeral and cemetery products and services in the death care industry in the United States and Puerto Rico. The company also offers a range of funeral merchandise and services, as well as cemetery property, cremation, merchandise, and services. Its funeral homes provide various services and products, including the family consultation, removal and preparation of remains, usage of funeral home facilities for visitation, worship and funeral services, transportation services, flowers, and caskets. The company also sells cemetery property and related merchandise, which includes lots, lawn crypts, family and community mausoleums, monuments, markers, and burial vaults; and provides burial site openings and closings and inscriptions. In addition, it maintains cemetery grounds under cemetery perpetual care contracts and local laws. As of January 31, 2011, the company owned and operated 218 funeral homes and 141 cemeterie s. Stewart Enterprises, Inc. was founded in 1910 and is based in Jefferson, Louisiana.

Advisors' Opinion:
  • [By Brian Pacampara]

    What: Shares of funeral-home operator Stewart Enterprises (NASDAQ: STEI  ) soared 34% today, after larger rival Service Corp. International (NYSE: SCI  ) agreed to acquire it in a deal worth about $1.4 billion.

  • [By Chris Katje]

    Service Corporation (SCI), the largest funeral home operator in the United States, made news last week with its large acquisition of Stewart Enterprises (STEI). The acquisition was well received by investors, as shares rose 8% on the day of the announcement. Together, the two companies will see huge cost savings advantages and a backlog that is currently undervalued.

Monday, October 6, 2014

What the New Sunday Ticket Deal Means for DirecTV


NFL fans will get eight more years of Sunday Ticket. Source: DirecTV.

NFL fans stuck in a two-year contract with DirecTV (NASDAQ: DTV  ) can breathe easy after the satellite TV provider struck a new deal with the NFL for its Sunday Ticket package. The NFL's price tag continues to increase, though, and some DirecTV investors may worry that $12 billion over eight years might be a little pricey for such a niche product.

But sports have quickly become the last bastion of live television, and the NFL is by far the most popular of all the major sports. Perhaps more important to investors, though, is that the deal means AT&T (NYSE: T  ) no longer has the option to back out of the acquisition offer it made earlier this year. The removal of that risk caused DirecTV's stock price to rise, but what does the Sunday Ticket deal mean for the next eight years of DirecTV's operations?

Only a 50% price increase. What a deal!
DirecTV's previous contract with the NFL was worth about $1 billion per year over four years. The new deal has DirecTV paying $1.5 billion per year, a 50% increase. That's actually a pretty good deal if you compare it to recent contract negotiations between the NFL, Twenty-First Century Fox, CBS (NYSE: CBS  ) , Comcast's (NASDAQ: CMCSA  ) NBC, and Disney's (NYSE: DIS  ) ESPN.

Company

Previous Contract

Current Contract

% Increase

Fox

$713 million per year

$1.11 billion per year

56%

CBS

$620 million per year

$1.08 billion per year

74%

NBC

$603 million per year

$1.05 billion per year

74%

ESPN

$1.1 billion per year

$1.94 billion per year

76%

DirecTV

$1 billion per year

$1.5 billion per year

50%

What's more, the NFL just sold CBS half its slate of Thursday Night games, which it had kept for its own NFL Network in previous seasons. CBS paid the NFL more than $34 million per game.

Even with the rapid price increases coming from the NFL, DirecTV was able to keep its costs under control. In fact, the $12 billion deal was better than expected. The new contract averages out to a 6% annual increase in programming costs. Overall, DirecTV expects programming costs to increase 7% to 9% during the next few years. The extra room provided by its centerpiece and most costly content gives DirecTV room to negotiate with other content companies.

Is it really worth it?
The NFL hasn't made it easy on DirecTV in recent years. Not only is it charging high prices for the rights to Sunday Ticket, it's offering its own competitive services -- like the RedZone channel -- which offers commercial free in-game looks at every NFL game, all Sunday afternoon. The NFL offers the channel on most major cable providers, and it costs about $10 per month. The move forced DirecTV to reduce the price of Sunday Ticket ahead of the 2012 season from starting at $335 to $199.

Of DirecTV's 20 million U.S. subscribers, only about 2 million have the Sunday Ticket package. DirecTV is expanding its audience to college students living in dorms and apartment dwellers with online streaming packages, and the new deal likely has wireless streaming rights with AT&T in mind, but those numbers are negligible right now. Those 2 million subscribers are only generating $400 million to $600 million in subscription fees per year.

In order to break even on its Sunday Ticket deal, DirecTV needs to generate about $1 billion per year in advertising during the games. That might be asking a lot. Take a look at the expected and historical ad rates from NBC, CBS, and ESPN.

Broadcast

Commercial Price

Average Viewers

ESPN Monday Night

$408,000

13.7 million

NBC Sunday Night

$628,000

21.7 million

CBS Thursday Night

$500,000*

20.4 million*

*Estimates based on CBS's asking price and guaranteed cumulative.

What's worth noting here is that ESPN has a much smaller reach compared to NBC, and its ad prices reflect that. DirecTV's reach is even smaller, however, with 2 million subscribers. An aggressive estimate of its average ad rate might be $50,000. I'd think it's much lower considering not all 2 million subscribers can watch every game at the same time, so the actual audience per game is lower. But at that rate, DirecTV would be able to break even on its Sunday Ticket contract.

A great loss leader
Investors shouldn't fret. Even if DirecTV is losing money on its deal with the NFL, and it certainly seems that way, it draws in new subscribers, and keeps them around. Without an exclusive deal with the NFL, those 2 million subscribers may look elsewhere for pay TV.

Indeed, those 2 million Sunday Ticket subscribers are getting subsidized by the 18 million non-subscribers in the U.S. Overall, that makes the whole deal profitable for DirecTV.

Your cable company is scared, but you can get rich
You know cable's going away. But do you know how to profit? There's $2.2 trillion out there to be had. Currently, cable grabs a big piece of it. That won't last. And when cable falters, three companies are poised to benefit. Click here for their names. Hint: They're not Netflix, Google, and Apple.

Sunday, October 5, 2014

Top Promising Stocks For 2014

Investors have always been interested in stocks that pay dividends, but lately, low interest rates on bonds and other fixed-income investments have made solid dividend payers even more valuable. Among the most promising dividend stocks in the market is McCormick (NYSE: MKC  ) , and one big reason is that it is one of the few exclusive companies to make the list of Dividend Aristocrats. In order to become a member of this elite group, a company must have raised its dividend payouts to shareholders every single year for at least a quarter-century. Only a few dozen stocks manage to make the cut, and those that do tend to stay there for a long time.

As the king of the spice industry, McCormick provides its well-known products both to consumers through grocery-retail channels and to the food business through its institutional sales. Both segments have been extremely lucrative for McCormick over the years, but will changing trends endanger the company's core business? Let's take a closer look at McCormick to see whether it can sustain its long streak of rewarding dividend payouts to investors.

Top 5 Trucking Companies To Own In Right Now: Quanta Services Inc.(PWR)

Quanta Services, Inc. provides specialty contracting services primarily in North America. The company?s Electric Power Infrastructure Services segment designs, installs, upgrades, repairs, and maintains electric power transmission and distribution networks, and substation facilities; renewable energy generation facilities; and offers emergency restoration services, including repairing infrastructure to the electric power industry. Its Natural Gas and Pipeline Infrastructure Services segment designs, installs, repairs, and maintains natural gas and oil transmission and distribution systems, compressor and pump stations, and gas gathering systems, as well as offers related trenching, directional boring, and automatic welding services; and pipeline protection, integrity testing, rehabilitation and replacement, and fabrication of pipeline support systems, and related structures and facilities. This segment also provides airport fueling systems, and water and sewer infrastruct ure. It services customers engaged in the transportation of natural gas, oil, and other pipeline products. The company?s Telecommunications Infrastructure Services segment designs, installs, repairs, and maintains fiber optic, copper, and coaxial cable networks for video, data and voice transmission; and designs, installs, and upgrades wireless communications networks, including towers, switching systems, and backhaul links, as well as offers emergency restoration services. This segment serves customers in the wireline and wireless telecommunications, and cable television industries. Its Fiber Optic Licensing segment designs, procures, constructs, owns, and maintains fiber optic telecommunications infrastructure; and markets and licenses the right to use these point-to-point fiber optic telecommunications facilities. It provides its services to enterprise, education, carrier, financial services, and healthcare customers. The company was founded in 1997 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Chad Tracy]

    TransCanada is not the only company that stands to profit from the possible Keystone XL approval. Refiners such as Valero and LyondellBasell Industries (NYSE: LYB), as well as construction companies Deere & Co. (NYSE: DE) and Quanta Services (NYSE: PWR) all stand to gain if Keystone XL gets the green light.

  • [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 Quanta Services (NYSE: PWR  ) , whose recent revenue and earnings are plotted below.

Top Promising Stocks For 2014: PRGX Global Inc.(PRGX)

PRGX Global, Inc., together with its subsidiaries, provides recovery audit, healthcare claims recovery audit, and analytics and advisory services. The company?s recovery audit services are based on the mining and auditing of clients? purchasing data for overpayments to suppliers; and healthcare claims recovery audit services consist of identification of overpayments and underpayments made to healthcare providers, such as hospitals and physicians? practices. Its analytics and advisory services focuses on client functional and process areas and provides services to senior finance executives to optimize working capital, reduce enterprise costs, transform the finance function, and enhance corporate performance. The company serves retailers, such as discount, department, specialty, grocery, and drug stores; business enterprises, including manufacturers, financial services firms, and pharmaceutical companies; private sector health insurance companies, and state and federal go vernment payers consisting of the centers for Medicare and Medicaid Services; and federal and state government agencies. It has operations in the United States, Canada, rest of Latin America, Europe, Asia, and rest of the Pacific region. The company was formerly known as PRG-Schultz International, Inc. and changed its name to PRGX Global, Inc. in January 2010. PRGX Global, Inc. was founded in 1990 and is based in Atlanta, Georgia.

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 PRGX Global (Nasdaq: PRGX  ) , whose recent revenue and earnings are plotted below.

Top Promising Stocks For 2014: Acme United Corp (ACU)

Acme United Corporation, incorporated in 1882, is a worldwide supplier of cutting, measuring and safety products to the school, home, office, hardware and industrial markets. It markets and sells under five main brands - Westcott, Clauss, Camillus, PhysiciansCare and Pac-Kit. The Company has grouped its operations into three segments based on the Company's geographical organization and structure: United States, which includes its Asian operations; Canada and Europe. On February 28, 2011, the Company purchased all of the assets of The Pac-Kit Safety Equipment Company, which is a manufacturer of first aid kits for the industrial, safety, transportation and marine markets. In June 2012, the Company acquired selected assets of The C-Thru Ruler Company. In August 2013, the Company purchased a manufacturing and distribution center in Rocky Mount, North Carolina.

The Company's operations are in the United States, Canada, Europe (located in Germany) and Asia (located in Hong Kong and China). The operations in the United States, Canada and Europe are primarily engaged in product development, marketing, sales, administrative and distribution activities. The operations in Asia consist of sourcing, product development, production planning, quality control and sales activities.

Cutting

Principal products within the cutting device category are scissors, shears, guillotine paper trimmers, rotary paper trimmers, rotary cutters, knives, hobby knives and blades, utility knives, pruners, loppers, saws, manicure products, medical cutting instruments and pencil sharpeners. During the year ended December 31, 2011, products introduced included an expanded line of heavy duty school and office iPoint pencil sharpeners. Other recent product introductions included Westcott TrimAir paper trimmers with patented titanium coating and a blade change system for rotary and personal trimmers, Westcott Ultra Soft Handle scissors with anti-microbial product protection, True Professional sewing shear! s, as well as a line of iPoint pencil sharpeners utilizing the Company's non-stick coating. The Company also added to its KleenEarth family of recycled products by modifying the production process to allow for multi-colored products as opposed to the traditional black. During 2011, Clauss introduced the AirShoc line of titanium coated non stick garden tools.

Measuring

Principal products within the measuring instrument category are rulers, and math tools. During 2011, product introductions included Westcott branded compasses, protractors, rulers and math kits with anti-microbial product protection.

Safety

Principal products within the safety product category are first aid kits, personal protection products and over-the-counter medication refills. The Company markets these products under the PhysiciansCare brand.

The Company competes with Fiskars Corporation, Helix International Ltd. and Johnson and Johnson.

Advisors' Opinion:
  • [By Bristol Voss]

    Acme United (NYSE: ACU) is a global supplier of cutting, measuring and safety products to consumer and industrial markets. It has neatly tracked the S&P small-cap index and shown the least volatility of the three stocks. While its $43.7 million market cap is the lowest of the three, its nearly $14 share price is the highest. It has a forward P/E of 9.2, and its dividend yield is the best of the three at 2.3%. In its most recent quarter, Acme posted a 7% increase in net income and a 3% rise in earnings.

Top Promising Stocks For 2014: BancorpSouth Inc (BXS)

BancorpSouth, Inc., incorporated on February 17, 1982, is a financial holding company. Through its principal bank subsidiary, BancorpSouth Bank (the Bank), the Company conducts commercial banking and financial services operations in Mississippi, Tennessee, Alabama, Arkansas, Texas, Louisiana, Florida, Missouri and Illinois. As of December 31, 2012, the Company and its subsidiaries had total deposits of $11.1 billion. The Bank conducts a general commercial banking, trust and insurance business through 284 offices in Mississippi, Tennessee, Alabama, Arkansas, Texas, Louisiana, Florida, Missouri and Illinois. The Bank and its subsidiaries provide a range of financial services to individuals and small-to-medium size businesses. On July 2, 2012, the Company purchased certain assets of The Securance Group, Inc.

The Bank operates investment services and insurance agency subsidiaries, which engage in investment brokerage services and sales of other insurance products. The Bank�� trust department offers a range of services, including personal trust and estate services, certain employee benefit accounts and plans, including individual retirement accounts, and limited corporate trust functions.

Lending Activities

The Bank�� lending activities include both commercial and consumer loans. The Bank offers a range of commercial loan services including term loans, lines of credit, equipment and receivable financing and agricultural loans. A range of short-to-medium term commercial loans, both secured and unsecured, are made available to businesses for working capital (including inventory and receivables), business expansion (including acquisition and development of real estate and improvements), and the purchase of equipment and machinery. The Bank also makes construction loans to real estate developers for the acquisition, development and construction of residential subdivisions.

The Bank�� lending activities consists of the origination of fixed and adjustable! rate residential mortgage loans secured by owner-occupied property located in the Bank�� primary market areas. In addition, the Bank offers construction loans, second mortgage loans and home equity lines of credit. The Bank finances the construction of individual, owner-occupied houses on the basis of written underwriting and construction loan management guidelines.

The Bank makes residential construction loans to individuals who intend to erect owner-occupied housing on a purchased parcel of real estate. The Bank sells its mortgage loans with terms of 15 years or more in the secondary market and either retains or releases the right to service those loans. Non-residential consumer loans made by the Bank include loans for automobiles, recreation vehicles, boats, personal (secured and unsecured) and deposit account secured loans. The Bank also issues credit cards.

Investment Activities

As of December 31, 2012, the Company�� held-to-maturity and available-for-sale securities included the United States Government agency securities, taxable obligations of states and political subdivisions, tax-exempt obligations of states and political subdivisions, government agency issued residential mortgage-backed securities, government agency issued commercial mortgage-backed securities, collateralized debt obligations and other securities. As of December 31, 2011, the Company�� available-for-sale securities totaled $ 2.4 billion. Investments in tax-exempt securities totaled $455.1 million as of December 31, 2012.

Source of Funds

Deposits originating within the communities served by the Bank are the primary source of funding. As of December 31, 2012, the Company and its subsidiaries had total deposits of $ 11.1 million. The Bank offered deposits, such as noninterest bearing demand deposits, interest bearing demand deposits, savings deposits and other time deposits. The Company had federal funds purchased and securities sold under agreement to repurc! hase of $! 414.6 million as of December 31, 2012.

Subsidiary Activities

The Bank�� insurance service subsidiary serves as an agent in the sale of title insurance, commercial lines of insurance and a full line of property and casualty, life, health and employee benefits products and services and operates in Mississippi, Tennessee, Alabama, Arkansas, Texas, Louisiana, Missouri and Illinois. The Bank�� investment services subsidiary provides brokerage, investment advisory and asset management services and operates in certain communities in Mississippi, Tennessee, Alabama, Arkansas, Louisiana, Texas, Florida and Missouri.

Advisors' Opinion:
  • [By Todd Campbell]

    Now, thanks to rebounding home prices, those same banks are back in growth mode again, suggesting an investment opportunity in market share leaders, such as BancorpSouth, Inc. (BXS).

Top Promising Stocks For 2014: Arctic Cat Inc.(ACAT)

Arctic Cat Inc. designs, engineers, manufactures, and markets snowmobiles and all-terrain vehicles (ATVs) under the Arctic Cat brand name in the United States and internationally. It also offers related parts, garments, and accessories. The company provides replacement parts and accessory items, such as electric start and reverse kits, luggage racks and bags, backrests, machine covers, windshields, and colored accessories; and maintenance supplies consisting of oil and fuel additives, track studs, and carbide runners for snow mobiles. It also provides ATV parts and accessories, including winch kits, snow plow kits, MRP Speedrack accessories, portable lights, utility bags, track kits, Speedpoint attachments, and maintenance supplies. In addition, the company offers snowmobile and ATV garments for adults and children under the Arcticwear and Arcticwear ATV Gear label. Its garment portfolio includes suits, jackets, pants, accessory garments, pull-overs, riding gloves, hats, b oots, gear bags, sweatshirts, t-shirts, caps, and helmets. The company markets its products through a network of independent dealers in the United States, Canada, and Europe; and through distributors representing dealers in the Middle East, Asia, and other international markets. Arctic Cat Inc. was founded in 1982 and is based in Plymouth, Minnesota.

Advisors' Opinion:
  • [By Dan Caplinger]

    On Wednesday, Arctic Cat (NASDAQ: ACAT  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.

  • [By Dan Caplinger]

    Vail Resorts (NYSE: MTN  ) will release its quarterly report on Monday, and already, investors are celebrating an early cold snap in the American West by sending the resort company's stock toward yearly highs. To an even greater extent than winter-equipment makers Polaris Industries (NYSE: PII  ) and Arctic Cat (NASDAQ: ACAT  ) , Vail Resorts relies on a solid snow season in order to get visitors to come to its ski properties and stay at its resorts.

  • [By Grace L. Williams]

    Shares of Winnebago have gained 4.4% to $28.47 today at 3pm. Thor Industries (THO), which also makes recreational vehicles, has ticked up 0.1% to $57.56, Drew Industries (DW) has risen 0.3% to $48.74, Arctic Cat (ACAT) has advanced 1% to $59.87 and Polaris Industries (PII) has fallen 0.3% to $132.08.

  • [By Dan Caplinger]

    Investors lost confidence in the stock market on Thursday, as many market commentators started to consider the possibility that the long-awaited correction in the major market benchmarks could finally be happening. With small-cap stocks having already fallen substantially from their highs earlier this year, those bearish arguments took on more weight. But company-specific issues weighed on E-Commerce China Dangdang (NYSE: DANG  ) , ExOne (NASDAQ: XONE  ) , and Arctic Cat (NASDAQ: ACAT  ) today, leading to much more dramatic losses for those stocks.

Top Promising Stocks For 2014: Ascent Media Corporation(ASCMA)

Ascent Capital Group, Inc., through its subsidiary, Monitronics International, Inc., provides security alarm monitoring and related services to residential and business subscribers in the United States and Canada. The company is involved in monitoring signals arising from burglaries, fires, medical alerts, and other events, as well as provides customer service and technical support. It also provides central station monitoring services on a wholesale basis for other independent alarm companies that do not have the capability to monitor systems for their customers. In addition, Ascent Capital Group, Inc. offers a range of residential security services, including hands-free two-way voice communication with the monitoring center, cellular options, and an interactive service option, which allows the customer to control their security system using a computer or smart phone. The company markets its services through a network of authorized dealers. Ascent Capital Group, Inc. is ba sed in Greenwood Village, Colorado.

Advisors' Opinion:
  • [By Ian Wyatt, Publisher & Chief Investment Strategist, Wyatt Investment Research]

    Both of these stocks are overlooked, undervalued, and cash flow machines. The companies are Ascent Capital Group (ASCMA) and Covanta Holdings (CVA).