Sunday, June 29, 2014

Top Canadian Companies To Invest In Right Now

Canadian stocks rose the most in more than four months as raw-materials producers advanced after weaker-than-forecast inflation in China boosted metals prices.

Barrick Gold Corp. (ABX) and Goldcorp Inc. climbed at least 1.5 percent as gold advanced. Teck Resources (TCK/B) Ltd. and First Quantum Minerals Ltd. rallied more than 1.5 percent as copper rose. Endeavour Silver Corp. surged 8.3 percent as the metal�� price increased the most since January. Royal Bank of Canada and Toronto-Dominion Bank, the nation�� largest lenders, added more than 0.5 percent amid better-than-estimated housing data.

The Standard & Poor��/TSX Composite Index (SPTSX) rose 139.49 points, or 1.1 percent, to 12,484.05 at 4 p.m. in Toronto, its biggest increase since Nov. 19. The benchmark equity gauge erased its loss for the year. Trading volume was 9.8 percent lower than the 30-day average.

��he inflation data presents some support that as China�� economy is slowing there is still growth,��Anish Chopra, managing director and fund manager with TD Asset Management Ltd. in Toronto, said. His firm oversees about C$204 billion ($201 billion). ��t�� positive that there�� still demand in the economy. People were concerned about a significant slowdown in commodities.��

Top 5 Net Payout Yield Stocks To Invest In Right Now: S&P 500/Barra Value(SU)

Suncor Energy Inc., together with its subsidiaries, operates as an integrated energy company. The company involves in the development of petroleum resource basins in Canada's Athabasca oil sands; acquisition, exploration, development, production, and marketing of crude oil and natural gas in Canada and internationally; transportation and refining of crude oil; and marketing of petroleum and petrochemical products primarily in Canada. Its Oil Sands segment produces bitumen recovered from oil sands through mining and in-situ technology, and upgrades it into refinery feedstock, diesel fuel, and by-products. This segment?s products include gasoline and distillates. The company?s Natural Gas segment acquires, explores, develops, and produces natural gas, natural gas liquids, oil, and by-products from reserves located primarily in western Canada, the Northwest Territories, Alaska, and the Arctic Islands. Its International and Offshore segment engages in the exploration and pro duction of oil and gas in offshore Newfoundland and Labrador, in the North Sea, and in Libya and Syria. The company?s Refining and Marketing segment refines crude oil at Suncor's refineries in Edmonton, Alberta; Montreal, Quebec; and Sarnia, Ontario in Canada, as well as in Commerce City, Colorado into a range of petroleum and petrochemical products for sale to retail, commercial, and industrial customers. It also transports crude oil through pipelines in eastern and western Canada, as well as through wholly-owned pipelines in Wyoming and Colorado; and produces specialty lubricants and waxes. In addition, this segment operates retail sites in Canada under the Petro-Canada brand; and in Colorado under Phillips 66 and Shell brands. Suncor Energy Inc. also engages in third-party energy trading activities. The company was formerly known as Suncor Inc. and changed its name to Suncor Energy Inc. in April 1997. Suncor Energy Inc. was founded in 1953 and is headquartered in Calgary , Canada.

Advisors' Opinion:
  • [By Eric Volkman]

    Suncor Energy (NYSE: SU  ) has divested the conventional portion of its natural gas operations in Western Canada. The company reached an agreement to sell the assets to a newly established partnership consisting of U.K.-based Centrica and Qatar Petroleum International.

  • [By Kenny Yang]

    It's hard to have the best of both worlds, but Suncor Energy (SU) offers an attractive 2.1% dividend and a 7% production growth for its investors. The stock is trading at 11.4X 2014 earnings and 4.9X EV/EBTIDA, which is low compared to other large oil and gas producers. The author sees a 13.5% upside for the stock in the next 12 month.

  • [By Jonathan Yates]

    It's not often that a Warren Buffett buy falls in price. But that is happening now with Suncor Energy (NYSE: SU).�

    That is one of three main reasons why investors should take advantage of the falling price of the Canadian major oil and natural gas firm.

  • [By Stephan Dube]

    Athabasca's most notable producers:

    Suncor Energy (SU) (Part 1), see article here.Suncor Energy (Part 2), see article here.Athabasca Oil (ATHOF.PK), see article here.Canadian Natural Resources, see article here.Imperial Oil, see article here.Cenovus Energy (CVE), see article here.MEG Energy (MEGEF.PK), see article here.Devon Energy, see article here.Royal Dutch Shell, see article here.Ivanhoe Energy (IVAN), see article here.Nexen (CNOOC) (CEO), see article here.

    An analysis of the current operations of the company will be examined with the objective to provide the most complete information available to potential investors before deciding to seize the opportunity that the 54,132 square miles of the Carbonate Triangle has to offer. Let's start by introducing Athabasca, a famous and most prolific region in the Canadian oil sands as well as one of the largest reserve in the world.

Top Canadian Companies To Invest In Right Now: CNH Global N.V. (CNH)

CNH Global N.V. manufactures, markets, and distributes a line of agricultural and construction equipment and parts worldwide. It operates in three segments: Agricultural Equipment, Construction Equipment, and Financial Services. The Agricultural Equipment segment provides tractors, combine harvesters, hay and forage equipment, seeding and planting equipment, tillage equipment, and sprayers, as well as cotton picker packagers, and sugar cane and grape harvesters primarily under the Case IH and New Holland brands. The Construction Equipment segment offers heavy construction equipment, such as crawler and wheeled excavators, wheel loaders, graders, dozers, and articulated haul trucks; and light construction equipment, including backhoe loaders, skid steer and tracked loaders, mini and midi excavators, compact wheel loaders, and telehandlers primarily under the Case and New Holland Construction brands. This segment serves construction companies, municipalities, local governmen ts, rental fleet owners, quarrying and aggregate mining companies, waste management companies, forestry-related concerns, contractors, residential builders, utilities, road construction companies, landscapers, logistics companies, and farmers. The Financial Services segment provides financial products and services, including retail financing for the purchase or lease of the company�s and other manufacturers� new and used products; and facilitates the sale of insurance products and other financing programs to retail customers. This segment also offers wholesale financing to its dealers and rental equipment operators, as well as financing options to dealers to finance working capital, real estate, and other fixed assets and maintenance equipment. CNH Global N.V. sells and distributes its products through dealers and distributors in approximately 170 countries. The company was founded in 1991 and is based in Amsterdam, the Netherlands. CNH Global N.V. is a subsidiary of Fiat Netherlands Holding N.V.

Advisors' Opinion:
  • [By vaninaegea]

    In august, the Association of Equipment Manufacturers (AEM) published the mid-year review for the agricultural sector. Their findings point to a slowdown for the industry, highlighting a 9.5% decline on exports through the first half of 2013. Also, late soybean planting in the USA is expected to compound the industry�� slowdown. So, what are the prospects for AGCO (AGCO), CNH Global (CNH), and Deere & Co. (DE) under such conditions?

  • [By Mike the PhD]

    Historically the stock prices of Deere (DE) and other agricultural equipment firms and retailers like Case-New Holland (CNH), Titan Machinery (TITN), AGCO (AGCO), Tractor Supply (TSCO), Valmont (VAL), and Lindsay (LNN) have tended to closely track the price of corn. When corn prices go up, farmers tend to make more money, and they spend that money on new equipment from Deere and other firms. This relationship is especially strong for Deere and Corn, but it holds true for all of the stocks above to some extent. (Correlation coefficients between all of the stock prices above and corn are statistically significant to at least the 5% level, see my blog here for more details.)

  • [By Dan Caplinger]

    Kubota isn't the only company aggressively challenging Deere. AGCO (NYSE: AGCO  ) has made aggressive expansion efforts in Africa, working with specialty agricultural lender Rabobank to try to help farmers on the continent buy more farming equipment. Moreover, both AGCO and CNH Global (NYSE: CNH  ) have made emerging markets like Latin America a high priority, reaping benefits from the more rapidly expanding economies among Latin American nations. Deere has targeted Latin America as well, but it hasn't been as aggressive with its international efforts as its peers. Deere's stock price has reflected its lack of initiative in expanding globally:

Top Canadian Companies To Invest In Right Now: Airgas Inc.(ARG)

Airgas, Inc., through its subsidiaries, distributes industrial, medical, and specialty gases, as well as hardgoods in the United States. The company offers various gases, including nitrogen, oxygen, argon, helium, and hydrogen; welding and fuel gases, such as acetylene, propylene, and propane; and carbon dioxide, nitrous oxide, ultra high purity grades, special application blends, and process chemicals. Its hardgoods products comprise welding consumables and equipment, safety products, and construction supplies, as well as maintenance, repair, and operating supplies. The company also engages in the rental of gas cylinders, cryogenic liquid containers, bulk storage tanks, tube trailers, and welding and welding related equipment. In addition, the company manufactures and distributes liquid carbon dioxide, dry ice, nitrous oxide, ammonia, refrigerant gases, and atmospheric merchant gases. It serves repair and maintenance, industrial manufacturing, energy and infrastructure co nstruction, medical, petrochemical, food and beverage, retail and wholesale, analytical, utilities, and transportation industries. The company operates an integrated network of approximately 1100 locations, including branches, retail stores, packaged gas fill plants, specialty gas labs, production facilities, and distribution centers. Additionally, it provides retail solutions to retail customers, such as florists, grocers, restaurants and bars, tire and automotive service centers, and others. The company markets its products through multiple sales channels, including branch-based sales representatives, retail stores, strategic customer account programs, telesales, catalogs, e-business, and independent distributors. Airgas, Inc. was founded in 1982 and is based in Radnor, Pennsylvania.

Advisors' Opinion:
  • [By Ben Levisohn]

    The one problem: Air Products & Chemicals valuation. “[Air Products & Chemicals] has generally been at a discount to [Praxair] in the last five years due to its mix and more volatile performance, but closed the gap last year on activist involvement and potential restructuring,” Yang and Amadeo note.�Air Products & Chemicals trades at 21 times 2015 earnings, in line with Airgas’s (ARG) P/E ratio of 21.5 but well above Praxair’s 18.5 times.

Top Canadian Companies To Invest In Right Now: Agnico-Eagle Mines Limited(AEM)

Agnico-Eagle Mines Limited, through its subsidiaries, engages in the exploration, development, and production of mineral properties in Canada, Finland, and Mexico. The company primarily explores for gold, as well as silver, copper, zinc, and lead. Its flagship property includes the LaRonde mine located in the southern portion of the Abitibi volcanic belt, Canada. The company was founded in 1953 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Ben Levisohn]

    Gold miners are getting a boost today from solid earnings from the likes of Barrick Gold (ABX), Goldcorp (GG) and Agnico Eagle Mines (AEM). The exception: Kinross Gold (KGC), which missed earnings forecasts and cut its reserves.

Top Canadian Companies To Invest In Right Now: Kinder Morgan Energy Partners L.P. (KMP)

Kinder Morgan Energy Partners, L.P. operates as a pipeline transportation and energy storage company in North America. Its Products Pipelines segment delivers gasoline, diesel fuel, jet fuel, and natural gas liquids to various markets through approximately 8,600 miles of refined petroleum products pipelines; and operates 62 associated product terminals and petroleum pipeline transmix processing facilities. The company�s Natural Gas Pipelines segment gathers, transports, stores, treats, processes, and sells natural gas through approximately 33,000 miles of natural gas transmission pipelines and gathering lines, as well as natural gas storage, treating, and processing facilities. Its CO2 segment produces, markets, and transports carbon dioxide through approximately 1,500 miles of pipelines to oil fields. This segment also owns and operates 7 oil fields, and a 450 mile crude oil pipeline system in west Texas. The company�s Terminals segment transloads, stores, and delivers bulk, petroleum, petrochemical, and other liquids products through approximately 113 liquids and bulk terminal facilities; and approximately 35 rail transloading and materials handling facilities. Its Kinder Morgan Canada segment transports crude oil and refined petroleum products through approximately 2,500 miles of pipelines from Alberta, Canada to marketing terminals and refineries in British Columbia, the state of Washington, and the Rocky Mountains, as well as in the central regions of the United States. This segment also operates the Jet Fuel aviation turbine fuel pipeline that serves the Vancouver (Canada) International Airport. Kinder Morgan G.P., Inc. serves as the general partner of the company. Kinder Morgan Energy Partners, L.P. was founded in 1992 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Daniela Pylypczak]

    Kinder Morgan Energy Partners L.P. (KMP) announced its third quarter earnings results on Wednesday after the closing bell.

    This pipeline company reported earnings of 51 cents per share, which came in below analyst expectations of 62 cents. Revenues, however, came in at $3.28 billion versus the expected $3.07 billion – largely due to higher oil prices.

    Kinder Morgan Energy Partners also announced on Wednesday that it will increase its quarterly dividend to $1.35, or $5.40 annualized; prior to this, the company’s dividend was $1.32 quarterly, or $5.28 annualized. The dividend will be payable on November 14, 2013 to shareholders of record as of October 31, 2013.

    Commenting on the company’s performance, CEO Richard Kinder noted “KMP had a strong third quarter as our stable and diversified assets continued to grow and produce incremental cash flow.”

    Kinder Morgan Energy Partners shares traded 0.46% higher during Wednesday’s session. Year-to-date, the stock is down 4.56%.

  • [By Aimee Duffy]

    Master limited partnerships are not like other stocks, and the metrics we use to compare an MLP to its peers differ from the metrics we use to compare regular companies. For example, instead of the traditional P/E ratio, we emphasize MLP-specific metrics like distribution coverage ratio and today's focus: price to distributable cash flow (P/DCF). I'll use Enterprise Products Partners (NYSE: EPD  ) , Kinder Morgan Energy Partners (NYSE: KMP  ) , and Buckeye Partners (NYSE: BPL  ) to illustrate the concept.

  • [By Paul Ausick]

    Large MLPs with geographically diversified operations will fare better because they can shift assets around and make sure that all their distribution-paying subsidiaries meet the payroll, so to speak. Here are the seven largest MLPs by market cap:

    Enterprise Product Partners LP (NYSE: EPD) – $61.23 billion Kinder Morgan Energy Partners LP (NYSE: KMP) – $35.13 billion Williams Partners LP (NYSE: WPZ) – $21.95 billion Plains All American Pipeline LP (NYSE: PAA) – $19.3 billion Energy Transfer Partners LP (NYSE: ETP) – $17.78 billion Magellan Midstream Partners LP (NYSE: MMP) – $15.52 billion Oneok Partners LP (NYSE: OKS) – $12.95 billion

    Size is not the only thing that matters, but size can help overcome some of the cash flow issues these MLPs face. The differentiating factor is a company�� distribution coverage ratio which is the cash the MLP has to distribute to its limited partners divided by its maintenance capex and interest on the company�� debt. Anything number larger than 1 is solid.

  • [By Jim Fink]

    Year-to-Date Performance

    Industry Diamond Offshore (NYSE: DO) $55.39 $7.7 billion 3.3 -14.2% Oil Drilling HCP Inc. (NYSE: HCP) $36.22 $16.5 billion 3.5 -16.0% Healthcare REIT American Realty Capital Properties (Nasdaq: ARCP) $12.64 $2.4 billion 8.6 1.9% Retail and Office REIT Southern Co. (NYSE: SO) $40.88 $36.1 billion 9.8 -0.1% Electric Utility Cooper Tire & Rubber (NYSE: CTB) $22.01 $1.4 billion 10.3 -11.8% Automobile Tires CenturyLink (NYSE: CTL) $31.36 $18.5 billion 11.8 -14.5% Telecommunications Quest Diagnostic (NYSE: DGX) $54.05 $7.8 billion 13.4 -5.4% Medical Diagnostic Tests Kinder Morgan Energy Partners (NYSE: KMP) $79.57 $34.9 billion 15.4 6.0% Energy pipeline MLP Altera (Nasdaq: ALTR) $31.98 $10.3 billion 15.9 -5.6% Semiconductors ADT Corp. (NYSE: ADT) $40.01 $8.0 billion 16.8 -12.9% Home Security

    Source: Bloomberg

Top Canadian Companies To Invest In Right Now: Spectrum Brands Holdings Inc.(SPB)

Spectrum Brands Holdings, Inc., together with its subsidiaries, operates as a consumer products company worldwide. It offers consumer batteries, including alkaline and zinc carbon batteries, rechargeable batteries and chargers, and hearing aid batteries and other specialty batteries; pet supplies, such as aquatic equipment and supplies, dog and cat treats, small animal foods, clean up and training aids, health and grooming products, and beddings; and home and garden control products comprising household insect controls, insect repellents, and herbicides. The company also provides electric shaving and grooming devices; small appliances, including small kitchen appliances and home product appliances; electric personal care and styling devices; and portable lighting. Its sells its products through various trade channels, including retailers, wholesalers and distributors, hearing aid professionals, industrial distributors, and original equipment manufacturers primarily under t he Rayovac, Remington, Varta, George Foreman, Black & Decker, Toastmaster, Farberware, Tetra, Marineland, Nature?s Miracle, Dingo, 8-in-1, Littermaid, Spectracide, Cutter, Repel, Hot Shot, Black Flag, and TAT brands. The company was headquartered in Madison, Wisconsin. As of January 7, 2011, Spectrum Brands Holdings, Inc. operates as a subsidiary of Harbinger Group Inc.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Energizer have jumped 15% to $112.37 at 10:24 a.m. today, while Spectrum Brands (SPB) has risen 1.4% to $76.88 and Kimberly Clark (KMB) has gained 1% to $112.14.

  • [By Marc Bastow]

    Consumer products manufacturer Spectrum Brands (SPB) raised its quarterly dividend 20% to 30 cents per share, payable on Mar. 18 to shareholders of record as of Feb. 19.
    SPB Dividend Yield: 1.58%

Top Canadian Companies To Invest In Right Now: UniSource Energy Corporation(UNS)

UniSource Energy Corporation engages in the electric generation and energy delivery businesses. The company?s TEP segment generates, transmits, and distributes electricity to approximately 403,000 retail electric customers, including residential, commercial, industrial, and public sector customers in southeastern Arizona. It also sells electricity to other utilities and power marketing entities. As of December 31, 2010, this segment owned or leased 2,245 MW of net generating capacity, as well as owned or participated in electric transmission and distribution system consisting of 512 circuit-miles of 500-kV lines; 1,087 circuit-miles of 345-kV lines; 379 circuit-miles of 138-kV lines; 478 circuit-miles of 46-kV lines; and 2,621 circuit-miles of lower voltage primary lines. TEP segment generates electricity from coal, gas, oil, and solar sources. The company?s UNS Gas segment distributes gas to approximately 146,500 retail customers in Mohave, Yavapai, Coconino, and Navajo c ounties in northern Arizona, as well as Santa Cruz County in southeastern Arizona. As of December 31, 2010, this segment?s transmission and distribution system consisted of approximately 30 miles of steel transmission mains, 4,211 miles of steel and plastic distribution piping, and 136,439 customer service lines. The company?s UNS Electric segment transmits and distributes electricity to approximately 91,000 retail customers consisting of residential, commercial, and industrial customers in Mohave and Santa Cruz counties. As of December 31, 2010, UNS Electric?s transmission and distribution system consisted of approximately 56 circuit-miles of 115-kV transmission lines, 271 circuit-miles of 69-kV transmission lines, and 3,599 circuit-miles of underground and overhead distribution lines. This segment also owns the 65 MW Valencia plant, as well as 39 substations having an installed capacity of 1,788,050 kilovolt amperes. The company was founded in 1902 and is based in Tucson, Arizona.

Advisors' Opinion:
  • [By David Dittman]

    And with its December 2013 offer to buy Arizona-based UNS Energy Corp (NYSE: UNS) for $2.5 billion in cash St. John’s, Newfoundland and Labrador-based Fortis Inc (TSX: FTS, OTC: FRTSF), making its second foray in the US in two years, signaled its interest in regulated utility assets in states with favorable population and economic trends as a means of driving its growth going forward.

  • [By Lauren Pollock]

    Fortis Inc.(FTS.T) agreed to acquire UNS Energy Corp.(UNS) for about $2.5 billion, as the Canadian utility moves to boost exposure within the U.S. by acquiring a firm with a presence in the U.S. southwest. Shares of UNS jumped 30% to $59.02 premarket.

  • [By Jake L'Ecuyer]

    Equities Trading UP
    UNS Energy (NYSE: UNS) shot up 27.75 percent to $58.56 after the company agreed to be acquired by Fortis Utility Group for $60.25 per share in cash.

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