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 Taiwan Semiconductor (NYSE: TSM ) fit the bill? Let's look at what its recent results tell us about its potential for future gains.
What we're looking for
The graphs you're about to see tell Taiwan Semi's story, and we'll be grading the quality of that story in several ways:
What the numbers tell you
Now, let's take a look at Taiwan Semi's key statistics:
Top 5 Dividend Companies To Buy Right Now: Triumph Group Inc.(TGI)
Triumph Group, Inc., through its subsidiaries, engages in the design, engineering, manufacture, repair, overhaul, and distribution of aircraft components. The company operates in two segments, Aerospace Systems and Aftermarket Services. The Aerospace Systems segment provides mechanical and electromechanical controls, such as hydraulic systems and components, main engine gearbox assemblies, and accumulators and mechanical control cables. It also involves in stretch forming, die forming, milling, bonding, machining, welding, and assembling and fabricating various structural components used in aircraft wings, fuselages, and other assemblies. In addition, this segment provides composite assemblies for floor panels, environmental control system ducts, non-structural cockpit components, and thermal acoustic insulation systems. The Aftermarket Services segment provides maintenance, repair, and overhaul services for commercial and military markets. This segment offers its services on auxiliary power units, and air frame and engine accessories, including constant-speed drives, cabin compressors, starters and generators, and pneumatic drive units; and on thrust reversers, nacelle components, and flight control surfaces, as well as supplies spare parts of cockpit instruments and gauges for a range of commercial airlines. The company serves the aerospace industry, including original equipment manufacturers of commercial, regional, business, and military aircraft and components, as well as commercial airlines, air cargo carriers, and military customers. Triumph Group, Inc. was founded in 1993 and is based in Wayne, Pennsylvania.
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 Triumph Group (NYSE: TGI ) , whose recent revenue and earnings are plotted below.
Top 5 Dividend Companies To Buy Right Now: Freeport-McMoran Copper & Gold Inc.(FCX)
Freeport-McMoRan Copper & Gold Inc. engages in the exploration, mining, and production of mineral resources. The company primarily explores for copper, gold, molybdenum, silver, and cobalt. It holds interests in various properties, located in North and South America; the Grasberg minerals district in Indonesia; and the Tenke Fungurume minerals district in the Democratic Republic of Congo. As of December 31, 2010, the company?s consolidated recoverable proven and probable reserves totaled 120.5 billion pounds of copper, 35.5 million ounces of gold, 3.39 billion pounds of molybdenum, 325.0 million ounces of silver, and 0.75 billion pounds of cobalt. The company was founded in 1987 and is headquartered in Phoenix, Arizona.
Advisors' Opinion:- [By Jim Mueller]
Digging deeper
When Freeport-McMoRan Copper & Gold (NYSE: FCX ) announced that it was purchasing McMoRan Exploration and Plains Exploration & Production for cash and stock last December, I really didn't like it. However, often the best action with one's investments is to not trade on news like that. (And you'll save from not paying commissions or capital gain taxes.)
Top 10 Warren Buffett Stocks To Buy For 2014: Star Gas Partners L.P.(SGU)
Star Gas Partners, L.P., through its subsidiaries, operates as a home heating oil distributor and services provider in the United States. It provides its services to residential and commercial customers to heat their homes and buildings. As of March 31, 2011, the company served approximately 408,000 full-service residential and commercial home heating oil, and propane customers. It also sold home heating oil, gasoline, and diesel fuel to approximately 40,000 customers. In addition, Star Gas Partners installed, maintained, and repaired heating and air conditioning equipment, as well as provided ancillary home services, including home security and plumbing to approximately 11,000 customers. Kestrel Heat, LLC operates as the general partner of the company. Star Gas Partners, L.P. was founded in 1995 and is headquartered in Stamford, Connecticut.
Advisors' Opinion:- [By Rich Smith]
Stamford, Conn.-based Star Gas Partners (NYSE: SGU ) is about to get a new CEO.
The company (which, despite the name, actually spends more time delivering oil than gas for home heating), announced Tuesday that Chief Executive Officer Dan Donovan intends to retire on Sept. 30. When that happens, Chief Operating Officer Steve Goldman will move up to take the CEO's chair.
Top 5 Dividend Companies To Buy Right Now: Ameron International Corporation(AMN)
AMN Healthcare Services, Inc. provides healthcare staffing and clinical workforce management solutions in the United States. The company?s Nurse and Allied Healthcare Staffing segment provides staffing solutions for hospitals and other healthcare facilities, including medical, surgical, specialty, licensed practical or vocational, and advanced practice nurses, as well as surgical technologists and dialysis technicians. This segment also offers allied health professionals under the Med Travelers, Club Staffing, and Rx Pro Health brand names to acute-care hospitals and other healthcare facilities, such as skilled nursing facilities, rehabilitation clinics, and retail and mail-order pharmacies. These allied health professionals include physical, surgical, respiratory, and occupational therapists, as well as medical and radiology technologists, speech pathologists, rehabilitation assistants, pharmacists, and pharmacy technicians. Its Locum Tenens Staffing segment places physic ians of various specialties, certified registered nurse anesthetists, nurse practitioners, and dentists on a temporary basis as independent contractors with various healthcare organizations, including hospitals, medical groups, occupational medical clinics, individual practitioners, networks, psychiatric facilities, government institutions, and managed care entities. The company?s Physician Permanent Placement Services segment provides permanent physician placement services to hospitals, healthcare facilities, and physician practice groups under the Merritt Hawkins and Kendall & Davis brand names. This segment also offers specialty offerings, including internal medicines, family practices, and surgeries. Its Home Healthcare Services segment provide home healthcare services to individuals with acute-care illness, long-term chronic health conditions, permanent disabilities, terminal illnesses, and post-procedural needs. The company was founded in 1985 and is headquartered in S an Diego, California.
Top 5 Dividend Companies To Buy Right Now: Verizon Communications Inc.(VZ)
Verizon Communications Inc. provides communication services. The company operates through two segments, Domestic Wireless and Wireline. The Domestic Wireless segment offers wireless voice and data services; and sells equipment in the United States. The Wireline segment provides voice, Internet access, broadband video and data, Internet protocol network, network access, long distance, and other services in the United States and internationally. The company serves consumer, business, and government customers, as well as carriers. As of December 31, 2010, its network covered a population of approximately 292 million and provided service to a customer base of approximately 94.1 million. The company was formerly known as Bell Atlantic Corporation and changed its name to Verizon Communications Inc. in June 2000. Verizon Communications Inc. was founded in 1983 and is based in New York, New York.
Advisors' Opinion:- [By Dan Caplinger]
Yet investors aren't nervous about all stocks. Both AT&T (NYSE: T ) and Verizon (NYSE: VZ ) have posted gains of between 0.5% and 1% today. With both carriers proposing new plans to allow customers to upgrade their smartphones more frequently, investors hope that faster flow-through of smartphone inventory could help reduce the importance of subsidies in driving sales. Given the massive earnings hits that smartphone subsidies have caused to Verizon and AT&T in the past, any paradigm shift could lead to big improvements that would move the needle even for the telecom giants. With positive implications for smartphone makers as well, it's likely the whole industry will climb aboard efforts to push the new initiatives forward.
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