Friday, November 28, 2014

Top High Dividend Stocks To Watch For 2014

LONDON -- BAE Systems� (LSE: BA  ) (NASDAQOTH: BAESY  ) and�Vodafone Group� (LSE: VOD  ) (NASDAQ: VOD  ) �operate in completely separate industries, but both companies have an attractive track record of providing high dividend yields.

The two firms also have another similarity -- both depend quite heavily on the substantial income they receive from their American businesses, without which they might struggle to fund their coveted dividend payouts.

I own both shares myself, but am looking top up some of my holdings -- so which of these two high yielders looks the best buy today?

Vodafone vs. BAE Systems
I'm going to start with a look at a few key statistics that can be used to provide a quick comparison of these two companies, based on their most recent annual results:

� Vodafone BAE Systems Price to earnings ratio 14.2 11.7 Dividend yield 6.9%
(4.9% without special dividend) 5.1% 5-year average dividend growth rate 7.1% 8.8% Net gearing 32% -10% (net cash)

Vodafone plunged into a loss in the first half of this year, thanks to a hefty 5.9 billion pounds impairment on the value of its operations in Spain and Italy.

Best Defensive Companies To Buy Right Now: Westpac Banking Corp (WBK)

Westpac Banking Corporation (Westpac), incorporated on August 23, 2002, is a banking organization. Westpac provides a range of banking and financial services, including retail, business and institutional banking, and wealth management services. It operates through three divisions: Australian Financial Services (AFS), Westpac Institutional Bank (WIB) and Westpac New Zealand. AFS encompasses Westpac�� retail and business banking operations in Australia, and includes the businesses of Westpac Retail & Business Banking, St.George Banking Group and BT Financial Group Australia (BFTG). Westpac RBB is responsible for sales and service for Westpac�� consumer, small-to-medium enterprise customers and commercial customers in Australia under the Westpac brands. St.George is responsible for sales, and service for its consumer, business and corporate customers in Australia under the St.George, BankSA, Bank of Melbourne and RAMS brands. BTFG is Westpac�� Australian wealth management division. WIB delivers a range of financial services to commercial, corporate, institutional and government customers with connections to Australia and New Zealand. Westpac New Zealand is responsible for the sales and service of banking, wealth and insurance products for consumers, business and institutional customers in New Zealand. In January 2014, the Company completed the acquisition of Lloyds Banking Group Plc�� Australian asset finance business, Capital Finance Australia Limited, and its Australian corporate loan portfolio, BOS International (Australia) Ltd.

Westpac RBB

Westpac RBB�� activities are conducted through its network of branches and business banking centers, home finance managers (HFMs) and specialized consumer and business relationship managers, with the support of cash flow, financial markets and wealth specialists, customer service centers, automated teller machines (ATMs) and Internet channels.

St.George

Consumer activities are conducted through a networ! k of branches, third party distributors, call centers, automated teller machines (ATMs), electronic funds transfer point-of-sale (EFTPOS) terminals and Internet banking services. Business and corporate customers are provided with a range of banking and financial products and services, including specialist advice for cash flow finance, trade finance, automotive and equipment finance, property finance, transaction banking and treasury services. Sales and service activities for business and corporate customers are conducted by relationship managers through business banking centers, Internet and customer service centre channels.

BTFG

BTFG�� funds management operations include the manufacturing and distribution of investment, superannuation and retirement products; investment platforms, such as Wrap and Master Trusts, and private banking and financial planning. Its Insurance solutions cover the manufacturing and distribution of life, general and lenders mortgage insurance. BTFG�� brands include Advance Asset Management, Ascalon, Asgard, BT, BT Investment Management (64.5% owned by Westpac), BT Select, Licensee Select, Magnitude, Securitor and the advice, private banking and insurance operations of Bank of Melbourne, BankSA, St.George and Westpac.

Westpac Institutional Bank (WIB)

WIB operates through industry relationship and specialist product teams, with knowledge in transactional banking, financial and debt capital markets, specialised capital, margin lending, broking and alternative investment solutions. Customers are supported through branches and subsidiaries located in Australia, New Zealand, the United States, United Kingdom and Asia.

Westpac New Zealand

Westpac conducts its New Zealand banking business through two banks in New Zealand; Westpac New Zealand

Limited, and Westpac Banking Corporation. Westpac New Zealand operates through network of branches and ATMs across both the North and South Islands. Business an! d institu! tional customers are served through relationship and specialist products teams. Banking products are provided under the Westpac and WIB brands, while insurance and wealth products are provided under Westpac Life and BT brands.

Westpac�� other business divisions includes Pacific Banking, which provides banking services for retail and business customers in seven Pacific countries. Branches, ATMs, telephone banking and Internet banking channels are used to deliver its business activities in Fiji, Papua New Guinea, Vanuatu, Cook Islands, Tonga, Solomon Islands and Samoa. Pacific Banking�� financial products include personal savings accounts, business transactional accounts, personal and business lending products, business services and a range of international products; Group Services which include technology, banking operations, legal and property services; Treasury which focuses on management of the Group�� interest rate risk and funding requirements, and Core Support which include functions performed centrally including finance, risk and human resources.

Advisors' Opinion:
  • [By Bryan Perry]

    Lloyds has several catalysts working in its favor. The bank has been busily disposing of assets that it views as non-core — the latest being a $1.45 billion ($1.37 billion U.S.) disposition of Australian operations to Aussie banking giant Westpac (WBK). In addition, Lloyds said it hopes to pay out as much as 70% of earnings as a dividend by 2016, which as a high-yield editor, has my full attention. This puts shares on a prospective yield for 2016 of more than 7% if earnings come in as projected.

  • [By Dividend]

    Westpac Banking (WBK) has a market capitalization of $444.52 billion. The company employs 36,000 people, generates revenue of $33.259 billion and has a net income of $5.444 billion. Westpac Banking�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $17.537 billion. The EBITDA margin is 52.73 percent (the operating margin is 49.28 percent and the net profit margin 33.57 percent).

Top High Dividend Stocks To Watch For 2014: Yukon Gold Corporation Inc (YGDC)

Yukon Gold Corporation, Inc. (Yukon Gold) is an exploration-stage mining company. Yukon Gold is primarily engaged in the acquisition and exploration of mining properties. The Company seeks to explore, and if warranted and feasible, to develop mineralized material on the mineral claims located in the Mayo Mining District of Yukon, Canada. Yukon Gold holds these claims through its wholly owned subsidiary, Yukon Gold Corp. (YGC). On May 21, 2009, the Company, through YGC, sold its interest in the Mount Hinton Property to the Hinton Syndicate. YGC has 2% Net Smelter Royalty (NSR) on the Mount Hinton Property claims. Advisors' Opinion:
  • [By Peter Graham]

    Last Friday, small cap energy or mining stocks Yukon Gold Corporation (OTCMKTS: YGDC) and Quantum Energy Inc (OTCMKTS: QEGY) surged 323.5% and 41.2%, respectively, while 1st NRG Corp (OTCMKTS: FNRC) sank 25%. However, it should also be mentioned that two of these small cap stocks have been the subject of paid promotions. With that in mind, will these small cap energy or mining stocks deliver some more Christmas cheer this week? Here is a closer look and a reality check:

Top High Dividend Stocks To Watch For 2014: Guidewire Software Inc (GWRE)

Guidewire Software, Inc. (Guidewire), incorporated in 2001, is a provider of system software to the global property and casualty insurance industry. The Company�� solutions serve as the transactional systems-of-record for, and enable the functions of a property and casualty insurance carrier�� business, such as underwriting and policy administration, claims management and billing. Guidewire has developed a suite of configurable applications that are delivered through a Web-based interface and can be deployed either on-premise or in cloud environments. Its Guidewire InsuranceSuite includes Guidewire PolicyCenter, Guidewire ClaimCenter and Guidewire BillingCenter applications, which enable a range of property and casualty insurance operations. The Company derives its revenues from licensing software applications, providing maintenance support and providing professional services, principally consisting of implementation and training services. Guidewire�� license revenues are primarily generated through annual license fees. In May 2013, Guidewire Software Inc acquired Millbrook Inc.

Guidewire PolicyCenter

Guidewire PolicyCenter is the Company�� underwriting and policy administration application that serves as a system-of-record that supports the policy lifecycle, including product definition, underwriting, quoting, binding, issuances, endorsements, audits, cancellations and renewals. PolicyCenter integrates the underwriting process of evaluating risks and establishing the appropriate policy terms and pricing.

Guidewire ClaimCenter

Guidewire ClaimCenter is the Company�� claims management application for claim intake, assessment, settlement and processing of claim-related financial transactions. ClaimCenter provides property and casualty insurance carriers with the tools built within a business rules-based claims application.

Guidewire BillingCenter

Guidewire BillingCenter is its billing and receivables management a! pplication. It automates the billing lifecycle, enables the design of a range of billing and payment plans, manages agent commissions and integrates with external payment systems. BillingCenter handles direct and agency billing for all property and casualty insurance lines of business, and its dual-entry accounting core integrates with a property and casualty insurance carrier�� general ledger.

The Company competes with Accenture, Computer Sciences Corporation, MajescoMastek, Tata Consultancy Services Limited, AQS, Inc., OneShield, Inc., StoneRiver, Inc., Oracle Corporation, Pegasystems Inc. and SAP AG.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Shares of Guidewire Software Inc. (GWRE) �rose 5.2% to $47.30 on moderate volume after the insurance software maker topped Wall Street estimates for the fiscal first quarter.

Top High Dividend Stocks To Watch For 2014: Fidelity Nasdaq Composite Index Tracking Stock (ONEQ)

Fidelity NASDAQ Composite Index Tracking Stock (the Fund) is an exchange-traded fund of Fidelity Commonwealth Trust (the trust). The Trust is an open-end management investment company. The Fund may invest in Fidelity Central Funds, which are open-end investment companies available only to other investment companies and accounts managed by Fidelity Management & Research Company (FMR) and its affiliates. The Fund's Schedule of Investments lists each of the Fidelity Central Funds as an investment of the Fund, but does not include the underlying holdings of each Fidelity Central Fund.

The Fund invests in sectors, such as consumer discretionary, consumer staples, energy, financials, healthcare, industrials, information technology, materials, telecommunication services and utilities. Fidelity Management & Research Company serves as the adviser for the Fund. Geode Capital Management, LLC and FMR Co., Inc. serve as sub-advisers for the Fund.

Advisors' Opinion:
  • [By MONEYMORNING.COM]

    If you're asking yourself that sort of question, let me introduce you to the Fidelity Nasdaq Composite Index Tracking Stock (Nasdaq: ONEQ).

    This exchange-traded fund (ETF), as the name says, perfectly mirrors the tech-focused Nasdaq.

  • [By MONEYMORNING.COM]

    The investment that we're talking about is the Fidelity Nasdaq Composite Index Tracking Stock (Nasdaq: ONEQ) - an exchange-traded fund (ETF) that mirrors the tech-focused Nasdaq Composite Index.

Top High Dividend Stocks To Watch For 2014: Cincinnati Financial Corporation(CINF)

Cincinnati Financial Corporation engages in the property casualty insurance business in the United States. Its Commercial Lines Property Casualty Insurance segment provides coverage for commercial casualty, commercial property, commercial auto, and workers? compensation. It also offers specialty packages, including coverages for property, liability, and business interruption for specific industry classes, such as artisan contractors, dentists, or street businesses. In addition, this segment provides contract and commercial surety bonds, fidelity bonds, and director and officer liability insurance, as well as machinery and equipment coverage. The company?s Personal Lines Property Casualty Insurance segment offers coverage for personal auto and homeowners, as well as other insurance products, such as dwelling fire, inland marine, personal umbrella liability, and watercraft coverages to individuals. Cincinnati Financial?s Excess and Surplus Lines Property Casualty Insurance s egment offers commercial casualty insurance that covers businesses for third-party liability from accidents occurring on their premises or arising out of their operations, including products and completed operations; and commercial property insurance, which insures loss or damage to buildings, inventory, equipment, and business income from causes of loss, such as fire, wind, hail, water, theft, and vandalism. The company?s Life Insurance segment provides term insurance; universal life insurance; whole life insurance; and worksite products, which include term, whole life, universal life, and disability insurance offered to employees through their employer. This segment also markets disability income insurance, deferred annuities, and immediate annuities. Its Investment segment invests in fixed-maturity investments, equity investments, and short-term investments. Cincinnati also offers commercial leasing and financing services. The company was founded in 1950 and is headquarte red in Fairfield, Ohio.

Advisors' Opinion:
  • [By Dividends4Life]

    According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer

  • [By Ben Levisohn]

    Loew’s, however isn’t just cheap on its own terms. It’s also cheap relative to other investor insurers, including Markel (MKL), Cincinnati Financial (CINF) and Berkshire Hathaway. Shanker and Stefano write:

  • [By Dividends4Life]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description: 1. Avg. High Yield Price 2. 20-Year DCF Price 3. Avg. P/E Price 4. Graham Number GD is trading at a premium to all four valuations above. The stock is trading at a 49.9% premium to its calculated fair value of $71.45. GD did not earn any Stars in this section. Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description: 1. Free Cash Flow Payout 2. Debt To Total Capital 3. Key Metrics 4. Dividend Growth Rate 5. Years of Div. Growth 6. Rolling 4-yr Div. > 15% GD earned two Stars in this section for 1.) and 2.) above. A Star was earned since the Free Cash Flow payout ratio was less than 60% and there were no negative Free Cash Flows over the last 10 years. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. The company has paid a cash dividend to shareholders every year since 1979 and has increased its dividend payments for 23 consecutive years. Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA (20-year Treasury bond). Two items are considered in this section, see page 2 of the linked PDF for a detailed description: 1. NPV MMA Diff. 2. Years to > MMA The NPV MMA Diff. of the $741 is below the $1,200 target I look for in a stock that has increased dividends as long as GD has. If GD grows its dividend at 10.0% per year, it will take 6 years to equal a MMA yielding an estimated 20-year average rate of 3.68%. Memberships and Peers: GD is a member of the S&P 500 and a member of the Broad Dividend Achievers��Index. The

  • [By Dividends4Life]

    Linked here is a detailed quantitative analysis of Cincinnati Financial Corp. (CINF). Below are some highlights from the above linked analysis: Company Description: Cincinnati Financial Corp. is an insurance holding company that primarily markets property and casualty coverage. It also conducts life insurance and asset management operations.

Top High Dividend Stocks To Watch For 2014: Nevada Gold Corp (NVGC)

Nevada Gold Corp., incorporated on May 31, 2011, is an exploration-stage company. The Company is primarily engaged in the acquisition and exploration of mining properties.

The Company has an option to acquire certain claims located the Long Canyon Gold Trend of Northern Nevada State. As of February 28, 2013, the Company had no revenue.

Advisors' Opinion:
  • [By John Udovich]

    Small cap OTC stocks Sovereign Lithium Inc (OTCMKTS: SLCO), Life Stem Genetics Inc (OTCMKTS: LIFS), Nevada Gold Corp (OTCMKTS: NVGC), Guar Global Ltd (OTCMKTS: GGBL) and Makism 3D Corp (OTCMKTS: MDDD) all saw their trading halted late last year by the SEC, but now all of these stocks are trading again. So what's going on and why the sudden crackdown? First, here is a quick look at what happened to the following five small cap stocks:

Monday, November 24, 2014

Best International Stocks To Buy For 2014

On Wednesday, FedEx (NYSE: FDX  ) reported adjusted EPS of $2.13, which excluded $1.18 per share of business realignment and aircraft impairment charges. This result exceeded analyst expectations by about 9%, but FedEx provided relatively downbeat earnings guidance for the upcoming fiscal year.

FedEx has been managing through a drop-off in demand for its priority delivery services, especially internationally. On the other hand, FedEx Ground is benefiting from the strong growth of e-commerce, and the company is cutting costs in the Express business to better align with demand.

FedEx's cost improvements will probably lead to robust profit growth over the next few years even if the current weak demand environment persists. Moreover, the company will be well-positioned for the next uptick in global GDP growth. Given that FedEx trades at a very reasonable valuation -- just 16 times trailing earnings -- it is likely to deliver strong returns for investors over the next several years.

Hot Communications Equipment Companies To Own For 2015: Nexstar Broadcasting Group Inc.(NXST)

Nexstar Broadcasting Group, Inc., a television broadcasting and digital media company, focuses on the acquisition, development, and operation of television stations and interactive community Websites in medium-sized markets in the United States. It provides free over-the-air programming to television viewing audiences. The company, through various local service agreements, also offers sales, programming, and other services to stations and digital multi-cast channels owned and/or operated by independent third parties. As of December 31, 2011, it owned, operated, programmed, or provided sales and other services to 55 television stations and 11 digital multi-cast channels in 32 markets in the states of Illinois, Indiana, Maryland, Missouri, Montana, Texas, Pennsylvania, Louisiana, Arkansas, Alabama, New York, Florida, Wisconsin, and Michigan. The company?s stations reach approximately 10.6 million viewers. Nexstar Broadcasting Group, Inc. was founded in 1996 and is based in Irving, Texas.

Advisors' Opinion:
  • [By Marc Bastow]

    Television broadcasting and digital media company Nexstar Broadcasting (NXST) raised its quarterly dividend 25% to 15 cents per share payable Feb. 28 to shareholders of record Feb. 14.
    NXST Dividend Yield: 1.28%

  • [By John Udovich]

    Small cap media stock�LIN Media LLC (NYSE: LIN) might not be a household name, but there is a good chance you might be watching the company�� programs because like the Sinclair Broadcast Group, Inc (NASDAQ: SBGI) and Nexstar Broadcasting Group, Inc (NASDAQ: NXST), its helping to consolidate the media industry plus its making investment in other forms of media like social media. The stock has also outperformed those two peers along with the�PowerShares Dynamic Media Portfolio ETF (NYSEARCA: PBS).

Best International Stocks To Buy For 2014: General American Investors Inc. (GAM)

General American Investors Company, Inc. is a self management investment trust. The firm invests in the public equity markets across the globe. It employs a fundamental analysis with a bottom-up stock picking approach. General American Investors Company, Inc. was founded in 1927 and is based in New York, New York.

Advisors' Opinion:
  • [By GuruFocus]

    General American Investors Co. Inc. (GAM): President & CEO Jeffrey W Priest Bought 14,000 Shares

    President & CEO of General American Investors Co. Inc. (GAM) Jeffrey W Priest bought 14,000 shares on 01/29/2014 at an average price of $33.53. General American Investors Co. Inc. has a market cap of $932.500 million.

Best International Stocks To Buy For 2014: BE Aerospace Inc.(BEAV)

BE Aerospace, Inc. designs, manufactures, sells, and services commercial aircraft and business jet cabin interior products worldwide. The company?s Commercial Aircraft segment offers seat frames, cushions, armrests, and tray tables; various optional features, such as adjustable lumbar supports, footrests, reading lights, head/neck supports, and other comfort amenities; oxygen storage, distribution, and delivery systems for commercial and business jet aircrafts; aircraft coffee and beverage makers, and coffee warmers and water boilers; convection, steam, and warming ovens; commercial aircraft refrigeration equipment; modular lavatory systems; vacuum waste water and galley systems; and thermal and power management solutions. This segment also offers engineering, design, integration, installation, and certification services for commercial aircraft passenger cabin interiors; in-house capabilities to design, manage, integrate, test, and certify reconfigurations and modificatio ns for commercial aircraft and to manufacture related products, including engineering kits and interface components; and interior reconfiguration services. Its Consumables Management segment provides inventory management and replenishment, electronic data interchange, special packaging and bar-coding, parts kitting, quality assurance testing, and purchasing assistance services; and creative and differential supply chain solutions, such as 3PL and 4PL programs. This segment also distributes aerospace fasteners and consumables. The company?s Business Jet segment offers a line of furnishings for business jets, including seating and sofa products, such as electric fully berthing lie flat seats, direct and indirect lighting, air valves, oxygen delivery systems, sidewalls, bulkheads, credenzas, closets, galley structures, lavatories, and tables; and super first class cabin interior products for commercial wide-body aircraft. The company was founded in 1987 and is headquartered in Wellington, Florida.

Advisors' Opinion:
  • [By Rich Smith]

    B/E Aerospace (NASDAQ: BEAV  ) is looking to reap as much as $100 million in new contracts for lavatory systems aboard airplanes manufactured by the world's two biggest plane producers.

  • [By Lisa Levin]

    Breaking news

    Weyerhaeuser Co (NYSE: WY) reported a 34% rise in its third-quarter profit. Weyerhaeuser's quarterly profit surged to $157 million, or $0.27 per share, from $117 million, or $0.22 per share, in the year-ago period. To read the full news, click here. Sorrento Therapeutics (NASDAQ: SRNE) announced the pricing of an underwritten public offering of 4,150,000 shares of common stock at an offering price of $7.25 per share. To read the full news, click here. Live Nation Entertainment (NYSE: LYV) has acquired Voodoo Music & Arts Experience, New Orleans' critically-acclaimed music festival. To read the full news, click here. B/E Aerospace (NASDAQ: BEAV) today announced that its Board of Directors has appointed Werner Lieberherr, who is currently President and Chief Operating Officer of B/E Aerospace, Inc., as co-Chief Executive Officer of B/E Aerospace, Inc. effective as of January 1, 2014. To read the full news, click here.

    Posted-In: JP Morgan US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets

Best International Stocks To Buy For 2014: Monster Beverage Corp (MNST)

Monster Beverage Corporation, formerly Hansen Natural Corporation, incorporated on April 25, 1990,is a holding company. The Company develops, markets, sells and distributes alternative beverage. The alternative beverage category combines non-carbonated ready-to-drink iced teas, lemonades, juice cocktails, single-serve juices and fruit beverages, ready-to-drink dairy and coffee drinks, energy drinks, sports drinks, and single-serve still water (flavored, unflavored and enhanced) with new age beverages, including sodas that are considered natural, sparkling juices and flavored sparkling beverages. It has two reportable segments, namely Direct Store Delivery (DSD), whose principal products comprise energy drinks, and Warehouse (Warehouse), whose principal products comprise juice-based and soda beverages. The DSD segment develops, markets and sells products primarily through an exclusive distributor network, whereas the Warehouse segment develops, markets and sells products primarily directly to retailers. Corporate and unallocated amounts that do not relate to the DSD or Warehouse segments specifically, have been allocated to Corporate and Unallocated.

During the year ended December 31, 2012, it continued to expand its existing product lines and flavors and further develop its distribution markets. In particular, it continued to focus on developing and marketing beverages that fall within the category generally described as the alternative beverage category. During the year ended December 31, 2012, it introduced a number of new products, including Monster Rehab Tea + Orangeade + Energy, a non-carbonated energy drink with electrolytes, Monster Energy Zero Ultra, a carbonated energy drink which contains zero calories and zero sugar, bermonster Energy Brew, a non-alcoholic energy drink, manufactured using a brewed fermentation process, Hansen�� Coconut Water, in original and tropical flavors, packaged in re-sealable Tetra Prisma boxes, Peace Tea Cranberry, Pink Lemonade and Texas-Style Sweet ! Tea, ready-to-drink iced teas, Monster Cuba-Lima, a carbonated lime flavored non-alcoholic energy drink, Monster Energy Dub Edition Baller�� Blend, a carbonated punch + energy drink and Monster Energy Dub Edition Mad Dog, a carbonated punch + energy drink.

DSD Segment

Monster Energy Drinks offers products under the Monster Energy drink product line: Monster Energy, Lo-Carb Monster Energy, Monster Energy Assault, Monster Khaos, Monster M-80 (named Ripper in certain countries), Monster MIXXD, Monster Energy Absolutely Zero, Monster Energy Import and Import Light, Monster Energy Dub Edition Baller�� Blend, Monster Energy Dub Edition Mad Dog, M3 Monster Energy Super Concentrate energy drinks, bermonster Energy Brew, Monster Energy Zero Ultra and Monster Cuba-Lima.

Java Monster Coffee + Energy Drinks - A line of non-carbonated dairy based coffee + energy drinks. It offers products under the Java Monster product line: Java Monster Kona Blend, Java Monster Loca Moca, Java Monster Mean Bean, Java Monster Vanilla Light, Java Monster Irish Blend and Java Monster Toffee. Monster Energy Extra Strength Nitrous Technology Energy Drinks - A line of carbonated energy drinks containing nitrous oxide. It offer products under the Monster Energy Extra Strength Nitrous Technology product line: Super Dry, Anti Gravity and Black Ice.

-Presso Monster Coffee + Energy Drinks - A line of non-carbonated dairy based coffee + energy drinks. It offers products under the X-Presso Monster coffee + energy drinks product line: X-Presso Monster Hammer and X-Presso Monster Midnite.

Monster Rehab Tea + Energy Drinks - A line of non-carbonated energy drinks with electrolytes. It offers products under the Monster Rehab drink line: Monster Rehab Tea + Lemonade + Energy, Monster Rehab Rojo Tea + Energy, Monster Rehab Green Tea + Energy, Monster Rehab Protean + Energy and Monster Rehab Tea + Orangeade + Energy.

Worx Energy Energy Shots - A line of energy suppleme! nts which! contains zero calories and zero sugar. It offers products under the Worx Energy energy shot product line: Original Formula and Extra Strength.

Peace Tea Iced Teas - A line of ready-to-drink iced teas. It offers products under the Peace Tea product line: green tea, imported Ceylon tea, sweet lemon tea, razzleberry tea, cranberry tea, pink lemonade tea, Texas-style sweet tea and Caddy Shack tea + lemonade.

Warehouse Segment

Hansen�� brand sodas have been a natural soda brand on the West Coast of the United States for more than 30 years and are made with natural flavors. Hansen�� brand sodas, sweetened with cane sugar, and Hansen�� Diet Sodas, sweetened with Splenda no calorie sweetener and Acesulfame-K, contain no preservatives, sodium, caffeine or artificial colorings. It offers sodas under the Hansen�� brand name: Hansen�� Sodas, Hansen�� Diet Sodas and Hansen�� Natural Mixers, as well as Hansen�� Sparkling Waters, in a variety of flavors.

Its Blue Sky products contain no preservatives, artificial sweeteners, caffeine (other than its Blue Sky energy drinks) or artificial coloring and are made with sugar and natural flavors. It offers products under the Blue Sky product line: Blue Sky Natural Soda, Blue Sky Zero Calorie Sodas (sweetened with Truvia brand stevia extract, an all natural sweetener), Blue Sky Premium Sodas, Blue Sky Organic Natural Sodas, Blue Sky Seltzer Waters, Blue Sky Blue Energy drinks, Blue Sky Zero Calorie Blue Energy drinks, Blue Sky Caf Energy drinks and Blue Sky Recover Energy drinks.

Its original Hansen�� energy drinks compete in the functional beverage category, namely, beverages that provide a benefit in addition to simply delivering refreshment. It offers products under the Hansen�� energy drink product line: Hansen�� Natural Energy Pro, Hansen�� Energy Diet Red and Hansen�� Natural Stamina Pro.

Its fruit juice product line includes Hansen�� Natural Apple Juice, Ha! nsen�� ! Natural Grape Juice, White Grape Juice, Pineapple Juice, Apple Grape Juice, Apple Strawberry Juice, Orange Juice, Cranberry Juice, Cranberry-Apple Juice, Cranberry-Grape Juice, Ruby Red Grapefruit Juice, and Organic Apple Juice. In March 2012, it added Hansen�� Natural Apple Orange Pineapple Juice which contains 100% juice as well as 120% of the United States Recommended Daily Allowances (the USRDA) for vitamin C. It also offer Hansen�� Natural Lo-Cal juice cocktails, a line of all natural, low-calorie cocktails in four flavors. The Lo-Cal juice cocktails are sweetened with Truvia sweetener. Hansen�� juice products compete in the shelf-stable juice category.

It offers a number of aseptically packed boxed juice products, including its dual-branded multi-vitamin 100% juice line, which itsell in conjunction with Costco Wholesale Corporation (Costco) through Costco stores. It offers its Hansen�� Natural line of multi-vitamin 100% juices to other customers. These multi-vitamin juices contain eleven essential vitamins and six essential minerals and are available in a variety of flavors. In February 2012, it added Hansen�� Natural Organic Apple Juice, a 100% USDA Certified Organic Apple Juice with 100% of the USRDA for vitamin C.

Its Hansen�� Junior Juice product line is a 100% juice line targeted at toddlers and preschoolers. These juices have added calcium and all flavors contain 100% of the daily recommended allowance of vitamin C. It also offers organic juices as well as Hansen�� Organic Junior Water, a lightly flavored reduced calorie beverage, both of which contain 100% of the daily recommended allowance of vitamin C. In addition, it offers Junior Juice Coconut Water Twist, a line of fruit and coconut water juices containing 100% of the daily recommended allowance of vitamin C.

Its Hubert�� Lemonade is a line of premium ready-to-drink lemonades. Hubert�� Lemonade is sweetened with cane sugar and Truvia sweetener. Hubert�� Lemonade i! s all nat! ural and contains no preservatives, artificial sweeteners, caffeine, or artificial colorings. It offers products under the Hubert�� Lemonade product line: Strawberry Lemonade, Limeade, Mango Lemonade, Honey Lemonade, Raspberry Lemonade and Original Lemonade. It added Cherry Limeade and Blackberry Lemonade flavors to the product line in February 2012 and October 2012, respectively. In July 2012, it introduced 4-count multi-packs of select flavors.

Hubert�� Half & Half is sweetened with cane sugar and Truvia sweetener, and contains no preservatives, artificial sweeteners, or artificial colorings. Its Fruit and Tea Stix product line is an all-natural, low-calorie powder drink mix line, sweetened naturally with Truvia sweetener. Its Angeleno Aguas Frescas is a line of premium ready-to-drink aguas frescas. Angeleno Aguas Frescas are sweetened with cane sugar and real fruit juice and contain no preservatives, artificial sweeteners, caffeine, or artificial colorings. It offers flavors under the Angeleno Aguas Frescas product line: Mango, Melon, Pineapple, Jamaica (Hibiscus) and Tamarindo. Its Hansen�� Natural PRE products include a line of prebiotic and probiotic digestive wellness ready-to-drink beverages and powder drink mixes, containing specially formulated blends by Jarrow Formulas. PRE prebiotic ready-to-drink beverages are sweetened with either cane sugar or stevia. PRE probiotic powder drink mixes are sweetened with cane sugar and stevia. In March 2012, it introduced Hansen�� Natural Coconut Water, a line of premium 100% Coconut Waters available in Pure and Tropical flavors.

The Company competes with TCCC, PepsiCo, Inc. (PepsiCo), The Dr. Pepper Snapple Group, Inc. (the DPS Group), Red Bull Gmbh, Kraft Foods, Inc., GlaxoSmithKline plc, Nestle Beverage Company, Tree Top Inc. (Tree Top), Ocean Spray Cranberries Inc. (Ocean Spray), Red Bull, Rockstar, Full Throttle, No Fear, Amp, Adrenaline Rush, NOS, Venom, Redline, 180, Red Devil, Rip It, Xenergy, 5-Hour Energy ! Shots, Mi! O Energy, Stacker 2, VPX Redline Energy Shots, Red Bull, Rockstar, Burn, V-Energy, Lucozade, Adrenaline Rush, Power Play, Mother, Hell, Shock, Tiger, Boost, Gladiator, TNT, Shark, Hot 6, Nalu, Battery, Bullit, Flash Up, Black, Non-Stop, Bomba, Semtex, Starbucks Frappuccino, Starbucks Double Shot, Starbucks Double Shot Energy Plus Coffee , other Starbucks coffee drinks, Rockstar Roasted, Seattle�� Best, illy issimo coffee, Full Throttle Coffee, Arizona, Lipton, Snapple, Nestea, Xing Tea, Honest Tea, Gold Peak Tea, Fuze Tea, the DPS Group, Cott Corporation and National Beverage Corporation, Jones Soda Co., Crystal Geyser, J.M. Smucker Company, Reeds, Inc., Zevia, Tree Top, Mott��, Martinelli��, Welch��, Ocean Spray, Tropicana, Minute Maid, Langers, Apple , Eve, Seneca, Northland, Juicy Juice, Old Orchard, Calypso, Simply Lemonade, Minute Maid, Cabana, Tropicana, Newman�� Own, Vita Coco, ZICO and O.N.E.

Advisors' Opinion:
  • [By DailyFinance Staff]

    Concerns about the political uncertainty in Ukraine caused some volatility in the markets Friday afternoon, with the major indexes making several U-turns ahead of the weekend. The Dow Jones industrial average (^DJI), which had been up by as much as 125 points, briefly dropped into loss territory before rebounding to end 49 points higher. The Standard & Poor's 500 index (^GPSC) edged up 5 points, adding to Thursday's record high, but the Nasdaq composite (^IXIC) lost 10 points. AP/Darko VojinovicPro-Russian militias have seized local government buildings in Crimea, Ukraine; the unrest there is making investors around the world nervous. February was a great month for investors. All three major averages jumped by about 4 percent. UnitedHealth Group (UNH) led the blue chips, gaining 1½ percent. Other health providers – Aetna (AET), Wellpoint (WLP), Cigna (CI) and Humana (HUM) -- all gained between 1½ and 2 percent. And retail stocks remained active. Target (TGT) added another 3 percent. Best Buy rose 4 percent, and Fred's (FRED), a regional department store chain, jumped 10 percent. But Pier 1 (PIR) fell 5½ percent after lowering its earnings outlook for a second time. That led to a series of brokerage downgrades. Decker Outdoor (DECK) tumbled 12 percent. The maker of footwear brands such as Ugg and Teva issued a weak outlook. And apparel maker Lululemon (LULU) fell 5-percent on negative comments from Credit Suisse. It seems as though there are always some big movers in the drug and biotech sectors – and that was certainly the case today. GW Pharmaceuticals (GWPH) rose 2 percent after the FDA granted orphan status to its drug to treat a rare form of childhood epilepsy. But most of the action was on the downside. Endologix (ELGX) slid 24 percent after forecasting lower revenue growth. Questcor (QCOR) fell 10 percent. It's lost big for three straight days amid allegations of questionable business practices. Jazz Pharma

  • [By Gregory Wallace]

    For example, Coca-Cola (KO) will hand Monster (MNST) its energy drink brands, like NOS and Full Throttle. In exchange, the non-energy drinks that Monster produces -- Hansen's Natural Sodas, Peace Tea, Hubert's Lemonade and Hansen's Juice Products -- will become part of Coca-Cola's portfolio.

  • [By John Divine]

    "Alternative beverage" and energy drinks company Monster Beverage (NASDAQ: MNST  ) logged some of the steepest losses in the index today, losing 3.6%. There wasn't much material news today for investors to be fearful of, but the same can't be said for the last several months. One perpetual setback for the company is the legal risk it assumes for selling and marketing its controversial energy drinks. In May, for example, the city of San Francisco sued Monster for marketing its caffeine-heavy drinks to kids without concern for potential health risks.�

  • [By Ben Levisohn]

    By now we all know what Monster Beverage (MNST) gets from its tie-up with Coca-Cola (KO): A hefty chunk of change in exchange for nearly 17% of the company; Coca-Cola’s energy drink business swapped for its own soft-drink lines; and access to Coca-Cola’s international distributors. But what about Coca-Cola?

    Associated Press

    Bernstein’s Ali Dibadj explains why Coca-Cola made the deal with Monster Beverage:

    We view this development positively as it gives�Coca-Cola exposure to one of the fastest growing segments of the global soft drink industry��hile category growth is clearly slowing in the U.S., the potential remains very strong internationally. Specifically, we see ex-U.S. market growth of more than +12% annually for energy drinks over the next five years, about double of what we project in the U.S. For Monster Beverage, overall growth has slowed in recent years, falling below double-digits in 2013, a far cry from hyper growth in the 2005-2007 period, as market share gains have tapered off. International sales have been a small, but growing, part of the Monster story, although the international mix stagnated last year. We expect the expanded distribution agreements resulting from this partnership to jump-start�Monster Beverage growth in many countries around the world. While�Monster Beverage will still need to negotiate distribution agreements with Coca-Cola’s overseas bottlers throughout its Global System, we think the fact that�Coca-Cola no longer owns any energy drink brands will facilitate that process by removing non-compete challenges. Our country-by-country analysis suggests that�Monster Beverage could nearly double its sales with full access to the global Coca-Cola distribution system.

    The partnership with�Monster Beverage fits within our thesis of�Coca-Cola making a few more “big bets” in underrepresented beverage categories��t a meeting with management several months ago6, the com

Best International Stocks To Buy For 2014: Planar Systems Inc.(PLNR)

Planar Systems, Inc., together with its subsidiaries, engages in developing, manufacturing, and marketing electronic display products and systems. The company provides customized, embedded, and ruggedized displays to original equipment manufacturers and other system suppliers; and active-matrix liquid crystal display panels for use in various applications and industries, including instrumentation, medical equipment, vehicle dashboards, indoor and outdoor digital signage, and military applications. It also offers liquid crystal display (LCD) video walls and rear-projection cube video walls for use in venue digital signage, as well as in various control room installations under the Clarity brand name. In addition, the company provides LCD based displays, including desktop monitors, touch displays, widescreen monitors, and front-projection equipment to the information technology market. Further, it offers home theater front-projection video systems, video processing equipment , large-format thin video displays, ?window wall? video applications, and accessories primarily to custom home installation dealers under the Runco brand name. Planar Systems, Inc. operates in the United States, the United Kingdom, Finland, Germany, Italy, France, Turkey, the United Arab Emirates, Kuwait, India, Taiwan, and China. The company was founded in 1983 and is headquartered in Beaverton, Oregon.

Advisors' Opinion:
  • [By Konrad Kuhn]

    Founded in 1983, Planar Systems (PLNR) is a global leader in display and digital signage technology; retailers, educational institutions, government agencies, utilities, energy firms, and home theater enthusiasts all depend on Planar when image experience is the highest importance.

Sunday, November 23, 2014

Best Undervalued Stocks To Buy For 2014

Xylem Inc. (0.7%) (XYL)(XYL - $36.42 - NYSE) is a global leader in the design, manufacturing, and application of highly engineered technologies for the transportation, treatment, and testing of water. The company is expected to benefit from favorable long term fundamentals in the water industry, driven by scarcity, population growth, aging of the infrastructure, and the need to improve water quality. Further, with a large installed base of pumps and systems, the company is well positioned to increase aftermarket revenue, which currently represents roughly 40% of total revenues. Xylem's attractive business mix also generates strong cash flow, which is expected to support acquisitions, debt service, and dividend growth. Concerns regarding weakness in Europe and municipal spending levels in the U.S. remain, although we believe the long term fundamentals outweigh these concerns. From Mario Gabelli (Trades, Portfolio)'s Gabelli Asset Fund's first quarter 2014 shareholder commentary.Also check out: Mario Gabelli Undervalued Stocks Mario Gabelli Top Growth Companies Mario Gabelli High Yield stocks, and Stocks that Mario Gabelli keeps buying Currently 0.00/512345

Rating: 0.0/5 (0 votes)

Best High Tech Stocks To Watch For 2015: Schlumberger N.V.(SLB)

Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Rich Duprey]

    Oil and gas industry services providers Cameron International (NYSE: CAM  ) and Schlumberger (NYSE: SLB  ) announced today that their�OneSubsea joint venture had received all required regulatory approvals and that they'll close on the JV on�June 30.

Best Undervalued Stocks To Buy For 2014: Dollar Tree Inc.(DLTR)

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.

Advisors' Opinion:
  • [By Mani]

    Dollar Tree, Inc. (NASDAQ:DLTR) is one of the companies that are set to exploit the ongoing trend of consumers' increasing focus on value with significant opportunity to grow its store base, and expand margins.

  • [By Lawrence Meyers]

    As a convenience store, it doesn’t have direct competition from�Dollar Tree (DLTR) or Family Dollar (FDO) because these dollar stores aren�� exclusively focused on food (and they have no gasoline or cigarette sales), and they��e targeted at the folks who are trying to save money over convenience, not vice versa. The convenience angle is another reason why�Walmart (WMT) and Costco (COST)�aren’t competitors, since those behemoths are about a total shopping experience.

  • [By MONEYMORNING.COM]

    Retail Stocks to Watch No. 4: Family Dollar Stores Inc. (Nasdaq: FDO)
    One-year retail sales growth: 11.4%
    Total 2013 U.S. sales: $10.4 billion
    The poor economy has been good to Family Dollar, which has gained customers seeking the lowest possible prices. To accommodate such demand, FDO added 1,000 new items, many of them groceries. It also added 506 new stores to bring its total to 7,916. Although it has agreed to sell itself to Dollar Tree Inc. (Nasdaq: DLTR) for $8.5 billion, Dollar General Corp. (NYSE: DG) keeps making new offers. FDO is up 36.8% over the past three months as a result. FDO closed at $80.22.

  • [By Ethan Roberts]

    Shares of Dollar Tree (DLTR) were substantially lower this morning after the company reported third-quarter earnings. Dollar Tree earnings tallied 59 cents per diluted share of DLTR stock, which missed analyst estimates by two pennies.

Best Undervalued Stocks To Buy For 2014: Tupperware Corporation(TUP)

Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.

Advisors' Opinion:
  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, household products company Tupperware Brands (NYSE: TUP  ) has earned a coveted five-star ranking.

  • [By John Udovich]

    Everyone is familiar with�the Tupperware brand from�consumer products stock Tupperware Brands Corporation (NYSE: TUP) and you are probably familiar with the brands�of mid cap stock Jarden Corp (NYSE: JAH) along with small cap stocks Libbey Inc (NYSEMKT: LBY) and Lifetime Brands Inc (NASDAQ: LCUT); but what about the stocks themselves? Chances are, their brands or products are right under your nose at home and you probably don�� know anything about the mid cap or small cap stock behind them.

Best Undervalued Stocks To Buy For 2014: Caterpillar Inc.(CAT)

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.

Advisors' Opinion:
  • [By Rich Smith]

    Notable winners (among publicly traded companies) included:

    Alliant Techsystems (NYSE: ATK  ) , which was awarded a maximum $31.4 million firm-fixed-price contract modification extending the period for its providing logistic support services for Iraqi Air Force Cessna 208s through April 2014. Northrop Grumman (NYSE: NOC  ) , which won a $23 million firm-fixed-price delivery order against a previously issued basic order agreement to supply "software sustainment support" for U.S. Navy E-2D Advanced Hawkeye airborne early warning aircraft. Work on this contract is expected to be complete by Oct. 2014.� Caterpillar (NYSE: CAT  ) �was awarded $19.8 million as a modification to a previously awarded firm-fixed-price contract to attach machine-powered mowing systems to U.S. Army Caterpillar 966H wheel loaders.�This contract brings the cumulative face value of Caterpillar's underlying contract up to $184.7 million in tota
  • [By Matt Thalman]

    Before we hit the Dow losers, let's look at this week's best-performing component. Caterpillar (NYSE: CAT  ) , with a gain of 0.77%, was the only Dow stock that rose this past week. As gold, silver, and platinum rise, the value of the mining equipment Caterpillar makes also rises, and if prices can sustain their current levels, we're likely to see increased orders for its machinery as more people try to dig gold out of the ground. �

  • [By Dan Caplinger]

    Capstone has had huge potential for a long time, even if it hasn't delivered on that potential. The company's microturbines have tapped into the trend toward on-site power generation, and its flexible-fuel equipment makes it a more viable option for smaller projects that the larger generators that giants General Electric (NYSE: GE  ) and Caterpillar (NYSE: CAT  ) have developed. GE and Caterpillar aim instead for high-efficiency products and have done an excellent job of delivering, with Caterpillar's power-generation equipment reaching 96% efficiency ratings. But Capstone's solutions are better for residential and smaller commercial customers.

Saturday, November 22, 2014

Top Life Sciences Stocks To Own For 2014

Getty Images

Even though Merck doesn’t plan an international marriage to cut its tax bill, its shares are rallying today on solid results in the latest quarter.

Merck�(MRK) stock is up 2% today after�Merck reported second-quarter earnings per share of 85 cents, better than the 81 cents analysts expected, according to Thomson I/B/E/S data.

Here are insights on the conference call that ensued, from�ISI’s biotech and pharmaceutical industry analyst�Mark Schoenbaum,�paraphrased:

Merck wants “bolt-ons” acquisitions (like Idenix Pharmaceuticals (IDIX)) versus big purchases. Moreover, it is not interested in a deal primarily or solely for tax inversion purposes … �[That's not ruling out the possibility of buying a foreign company to avoid U.S. taxes, but the language seems contrary to the foreign-merger possibilities for other healthcare companies, including�Valeant Pharmaceuticals (VRX), Actavis (ACT), Pfizer (PFE), AbbVie (ABBV), Medtronic (MDT) and even�Walgreen (WAG).] Merck sees a “high likelihood” of success for the four-week Hepatitis C regimen from C-SWIFT when presented at a medical conference this fall. (The combo treatment includes Gilead’s Sovaldi, already on the market, and a Merck regimen.) The company sees “lots of opportunities” to possibly accelerate Food & Drug Administration filings for an experimental immuno-oncology drug for lung cancer patients. It’s excited about the expected Aug. 14 FDA decision on insomnia drug Suvorexant. (Wall Street is bearish on commercial prospects.) Merck expects U.S. volume growth for diabetes drug Januvia (which is roughly 25% of earnings) in the second half of 2014.

For healthcare investing ideas and insight on so-called tax inversions, see the Barrons.com Q&A with Andy Acker, manager of the Janus Global Life Sciences Fund (JAGLX): “Undervalued Biotech Stocks Help Fund Beat the Index,” July 29. (Subscription required) One insight from Acker:

Best Gold Companies To Buy Right Now: Lojas Renner SA (LREN3)

Lojas Renner SA is a Brazil- based company primarily involved in the operation of department stores. The Company divides its business into two segments. The Retail segment is engaged in sale of women's, men's and children's apparels, underwear and shoes, as well as sportswear and other department stores' articles in the domestic market. The Company also sells household articles, bedding and bath items, furniture and decoration articles. The Financial products segment is involved in the intermediation of financial services, including brokerage of personal loans, sales financing, brokerage of insurance and bonds, and credit card processing, among others. The Company operates through a numerous subsidiaries, including Dromegon Participacoes Ltda, Renner Administradora de Cartoes de Credito Ltda, Renner Empreendimentos Ltda and Maxmix Comercial Ltda. Advisors' Opinion:
  • [By Ney Hayashi]

    Anhanguera Educacional Participacoes SA (AEDU3) tumbled after Brazil�� antitrust regulator signaled it may limit the education company�� merger with competitor Kroton Educacional SA. (KROT3) Lojas Renner SA (LREN3) led retailers higher after a report showed Brazil�� industrial production expanded faster than expected in October, easing concern that growth is faltering.

Top Life Sciences Stocks To Own For 2014: Apricus Biosciences Inc(APRI)

Apricus Biosciences, Inc. engages in the design and development of pharmaceutical products and product candidates based on its patented NexACT drug delivery technology. The NexACT drug delivery technology is designed to enhance the delivery of an active drug to improve therapeutic outcomes and reduce systemic side effects that accompany existing oral and injectable medications. The company?s pipeline includes Vitaros, approved in Canada for the treatment of erectile dysfunction; and Totect approved in the U.S. for the treatment of anthracycline extravasation, as well as compounds in development from pre-clinical through pre-registration, focused on sexual dysfunction, oncology, dermatology, autoimmune, pain, anti-infectives, diabetes, and consumer healthcare. The company was founded in 1987 and is headquartered in San Diego, California.

Advisors' Opinion:
  • [By John Udovich]

    On Friday, small cap pharma stock Apricus Biosciences Inc (NASDAQ: APRI) jumped just over 10% and not only�did the stock hold onto those gains, it made�another 10% jumps on Monday���meaning its time to take a closer look at the stock along with the performance of other potential benchmarks in the sexual health or reproductive health spaces like The Female Health Company (NASDAQ: FHCO) and Repros Therapeutics Inc (NASDAQ: RPRX).

  • [By Eric Volkman]

    Apricus Biosciences (NASDAQ: APRI  ) is hoping to widen its capital base significantly. The company is floating a mix of common stock and warrants that it hopes will raise net proceeds of nearly $16 million. Six million shares will be sold in an underwritten public offering at $2.85 apiece, and 3 million warrants will be issued separately at an exercise price of $3.40 per share.�

  • [By Jon C. Ogg]

    Apricus Biosciences Inc. (NASDAQ: APRI) was initiated with a Hold rating and a $2 price target at Cantor Fitzgerald. Be advised that $2 is almost 10% under the prior close of $2.18, against a 52-week range of $1.89 to $3.49.

Top Life Sciences Stocks To Own For 2014: Gas Natural Inc. (EGAS)

Gas Natural Inc. engages in the distribution and sale of natural gas to residential, commercial, and industrial customers in Montana, Wyoming, North Carolina, and Maine. The company distributes approximately 30 billion cubic feet of natural gas to approximately 63,500 customers through regulated utilities operating in Montana, Wyoming, Maine, North Carolina, Ohio, and Pennsylvania. It also markets approximately 1.3 billion cubic feet of natural gas to commercial and industrial customers in Montana and Wyoming, and manages midstream supply and production assets for transportation customers and utilities. In addition, the company owns a 48% working interest in 160 natural gas producing wells and gas gathering assets. Further, it owns the Shoshone interstate and the Glacier gathering natural gas pipelines located in Montana and Wyoming. The company was formerly known as Energy, Inc. and changed its name to Gas Natural Inc. in July 2010. Gas Natural Inc. was founded in 1909 an d is headquartered in Great Falls, Montana.

Advisors' Opinion:
  • [By David Dittman]

    Gas Natural Inc (NYSE: EGAS) distributes and sells natural gas to approximately 73,000 residential, commercial and industrial customers through regulated utilities operating in Montana, Wyoming, Ohio, Pennsylvania, Maine, North Carolina and Kentucky.

Top Life Sciences Stocks To Own For 2014: Laclede Group Inc (LG)

The Laclede Group, Inc. (Laclede Group), incorporated on October 18, 2000, is a utility holding company. The Company operates in two segments: Regulated Gas Utility and Gas Marketing. The Gas Utility segment includes the regulated operations of Laclede Gas Company (Laclede Gas or the Utility), Laclede Group's subsidiary and core business unit. Laclede Gas is a public utility engaged in the retail distribution and sale of natural gas. Laclede Gas is the natural gas distribution utility in Missouri, serving more than 1.13 million residential, commercial, and industrial customers. The Gas Marketing segment includes Laclede Energy Resources, Inc. (LER), a wholly owned subsidiary is engaged in the marketing of natural gas and related activities on a non-regulated basis. Effective September1, 2013, Laclede Group Inc through its newly formed subsidiary acquired Missouri Gas Energy, a provider of natural gas distribution services.

Gas Utility

The Utility focuses its gas supply portfolio around a number of natural gas suppliers with equity ownership or control of assets strategically situated to complement its regionally diverse firm transportation arrangements. During fiscal year ended September 30, 2013 (fiscal 2013), the Utility purchased natural gas from 35 different suppliers to meet current gas sales and storage injection requirements. Natural gas purchased by the Laclede Gas for delivery to its service area through the Enable Mississippi River Transmission LLC (MRT) system totaled 55.0 billion cubic feet (Bcf). Laclede Gase also holds firm transportation on several other interstate pipeline systems that provide access to gas supplies upstream of MRT. In addition to deliveries from MRT, 8.6 Bcf of gas was purchased on MO Gas, 13.4 Bcf on the Southern Star Central Gas Pipeline, Inc. (Southern Star Central), 0.03 Bcf on the Panhandle Eastern Pipe Line Company system, and 0.1 BCF on the Postrock system. Some of the Utility�� commercial and industrial customers purchased their own! gas with the Utility transporting 17.0 Bcf to them through the Utility�� distribution system.

The Utility has a contractual right to store 23.1 Bcf of gas in MRT�� storage facility located in Unionville, Louisiana, 16.3 Bcf of gas storage in Southern Star Central system storage facilities located in Kansas and Oklahoma, and 1.4 Bcf of firm storage on Panhandle Eastern Pipe Line Company�� system storage. In addition, the Utility supplements flowing pipeline gas with natural gas withdrawn from its own underground storage field located in St. Louis and St. Charles Counties in Missouri.

Gas Marketing

LER is engaged in the marketing of natural gas and providing energy services to both on-system utility transportation customers and customers outside of the Utility�� traditional service area. During fiscal year 2013, LER utilized 12 interstate pipelines and 93 suppliers to market natural gas to its customers primarily in the Midwest. LER served more than 205 retail customers and 100 wholesale customers. Through its retail operations, LER offers natural gas marketing services to large industrial customers, while its wholesale business consists of buying and selling natural gas to other marketers, producers, utilities, power generators, pipelines, and municipalities. LER also serves power plants that use natural gas to generate electricity.

OTHER

Laclede Pipeline Company, a wholly owned subsidiary, operates a propane pipeline under Federal Energy Regulatory Commission (FERC) jurisdiction. This pipeline connects the propane storage and vaporization facilities of the Utility to third-party propane supply terminal facilities located in Illinois, which allows the Utility to receive propane that is vaporized to supplement its natural gas supply and meet peak demands on its distribution system. Laclede Pipeline Company also provides transportation services to third parties. Other also includes Laclede Group�� subsidiaries that are engaged in,! among ot! her activities, oil production, real estate development, compression of natural gas, and financial investments in other enterprises. These operations are conducted through seven subsidiaries.

The Other category also includes the Utility�� non-regulated propane services business which involves providing propane-related services and storage to third parties and its affiliate, Laclede Pipeline Company. Beginning July 1, 2013, propane-related services are included within Gas Utility operations pursuant to the Utility's new rate case.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Earnings Releases Expected:�Nuance Communications, New Jersey Resources Corporation (NYSE: NJR), Laclede Group, Inc. (NYSE: LG)

    Economic Releases Expected:�U.S. pending home sales, Italian trade balance, Swiss employment level

  • [By Ahmed A. Namatalla]

    Egypt�� biggest publicly traded company agreed to pay about 7 billion Egyptian pounds ($1 billion) over five years to settle the tax dispute on the sale of its cement unit to Lafarge SA (LG) in 2007, Amsterdam-based parent OCI NV said yesterday. The payments will start in May and end in 2017. OCI NV shares had the biggest increase since the company�� Dutch public offering in January.

  • [By Sarah Jones]

    Lafarge SA (LG) rose 4.4 percent to 51.04 euros. The world�� biggest cement maker reiterated its full-year forecast as cold weather, stinted Algerian and Egyptian production and fewer working days constricted first-quarter sales.

  • [By IBTimes]

    Getty Images Not all smartphones that receive high ratings from expert reviewers end up being popular, according to an analysis of ratings data from FindTheBest. The report analyzed the ratings that expert reviewers gave smartphone models and compared them to consumers' ratings of the same. It found that some phones that get very high ratings from expert reviewers don't get the same glowing reviews from users. For example, expert reviewers thought the Samsung Galaxy Stratosphere II was a fantastic phone. It received a rating of 88 out of 100 on FindTheBest, a website that aggregates and analyzes ratings from tech review sites. However, smartphone users gave the phone a rating of 2.5 out of 5. The reverse held true in some cases. Although expert reviewers gave the LG Optimus Elite (LG) a low rating -- 48 out of 100 -- the same phone got an average rating of 4 out of 5 from users. Here's a scatterplot of a variety of smartphones, as rated by both expert ("smart") reviewers and users: (Click on the chart to view a larger version.)

Top Life Sciences Stocks To Own For 2014: First Trust Specialty Finance and Financial Opportunities Fund (FGB)

First Trust Speciality Finance and Financial Opportunities Fund, formerly First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, is a non-diversified, closed-end fund that seeks a high level of current income. The Fund�� secondary objective is to seek total return. The Fund will seek to achieve its investment objectives by investing at least 80% of its managed assets in a portfolio of securities of specialty finance and other financial companies that offer opportunities for income and capital appreciation. The Fund will invest at least 25% of its total assets in securities of companies within industries in the financial sector. First Trust Advisors L.P. (First Trust Advisors) is the Fund's investment adviser.

Specialty finance companies provide capital or financing to businesses and consumers within specified market segments. Specialty finance companies often engage in asset-based and other forms of non-traditional financing activities. The Fund intends to invest primarily in business development company�� (BDC) shares, which are trading in the secondary market on a United States securities exchange but may, in certain circumstances, invest in an initial public offering of BDC shares or invest in certain debt instruments issued by BDCs. The Fund is not limited with respect to the specific types of real estate investment trusts (REITs), in which it invests and intends to invest primarily in REIT shares, which are trading in the secondary market on a United States securities exchange but may, in certain circumstances, invest in an initial public offering of REIT shares or invest in certain debt instruments issued by REITs.

The Fund may invest in commercial mortgage-related securities issued by corporations. These are securities that represent an interest in, or are secured by, mortgage loans secured by commercial property, such as industrial and warehouse properties, office buildings, retail space and shopping malls, multi-family properties and cooperati! ve apartments, hotels and motels, nursing homes, hospitals, and senior living centers. Other mortgage-related securities, in which the Fund may invest include mortgage pass-through securities, collateralized mortgage obligations (CMOs), mortgage dollar rolls, CMO residuals (other than residual interests in real estate mortgage investment conduits), stripped mortgage-backed securities (SMBSs) and other securities that directly or indirectly represent a participation in, or are secured by and payable from, mortgage loans on real property. The Fund may invest in other types of asset-backed securities that are offered in the marketplace. Other asset-backed securities may be collateralized by the fees earned by service providers.

The principal industry groups of financial companies include banks, savings institutions, brokerage firms, investment management companies, insurance companies, holding companies of the foregoing, and companies that provide related services to such companies. Banks and savings institutions provide services to customers such as demand, savings and time deposit accounts and a variety of lending and related services. Brokerage firms provide services to customers in connection with the purchase and sale of securities.

Advisors' Opinion:
  • [By Shaji Mathew]

    JPMorgan also raised the price estimate of First Gulf Bank, (FGB) its top pick among banks in the Middle East and North Africa, to 18 dirhams from 13.50 dirhams. The overweight recommendation was maintained. The stock has risen 25 percent this year to 14.55 dirhams last week.

Top Life Sciences Stocks To Own For 2014: Sanderson Farms Inc.(SAFM)

Sanderson Farms, Inc., an integrated poultry processing company, engages in the production, processing, marketing, and distribution of fresh, frozen, processed, and prepared chicken products. The company?s prepared chicken product line includes institutional and consumer packaged partially cooked or marinated chicken items. It sells ice pack, chill pack, bulk pack, and frozen chicken in whole, cut-up, and boneless form under the Sanderson Farms brand name. The company sells its products to retailers, distributors, and casual dining operators in the southeastern, southwestern, northeastern, and western United States, as well as to the United States based customers who resell frozen chicken into export markets. Sanderson Farms, Inc. was founded in 1947 and is headquartered in Laurel, Mississippi.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected: Bob Evans Farms (NASDAQ: BOBE), Analog Devices (NASDAQ: ADI), TiVo (NASDAQ: TIVO), Best Buy (NYSE: BBY), DSW (NYSE: DSW) Sanderson Farms (NASDAQ: SAFM) Economic Releases Expected: U.S. consumer confidence, U.S. house price index, U.S. Redbook, U.S. durable goods orders

    Wednesday

Friday, November 21, 2014

5 Things Mondelez International Inc.'s Management Wants You to Know

Sometimes the best offense during tough economic times is a strong defense. That is exactly the strategy Mondelez International (NASDAQ: MDLZ  ) is undertaking and it's starting to pay off in spades. The company reported its fiscal third quarter results on Nov. 7 with an adjusted earnings per share explosion of 32.5% despite only a modest 2.7% bump in sales. Mondelez isn't done growing earnings, and here are five reasons I've taken from the company's most recent conference call.

Cost cuts are here to stay
Sometimes when a company trims fat off its expenses it does so at a risk. For example, cutting back on advertising may save some money in the near term but often sacrifices sales and profits in the long term. This hasn't been the case at Mondelez, where management says cost cutting has been due to investments and efficiency in its supply chain.

"This is the third consecutive quarter that we've expanded margins by at least 100 basis points and posted double digit EPS growth," stated CEO Irene Rosenfeld during the call. "We delivered this by successfully executing our productivity and supply chain initiatives and through early wins from our zero based budgeting program."

An example of this is the company's decision to invest in factories and distribution points closer to its customers to save on shipping costs. The end result is a cost savings per unit without any negative effect on revenue.

Costs down; prices up
While Mondelez is busy shedding its input expense, the company has been raising the prices for its products. Commodity costs particularly for cocoa and coffee have been climbing so Mondelez decided to pass those particular costs and then some onto its customers. Initially, being first among its competitors to do so caused some backlash.

That backlash is now starting to ease. Rosenfeld explained:

As we discussed in our last earnings call, in the short term, this will temper revenue growth until gaps narrow and customers and consumers adapt to the higher prices. Fortunately, toward the end of the quarter, conditions started to improve. Most of the customer disputes have now been resolved and price gaps have begun to narrow, especially in emerging markets.

Not just old-fashioned Oreos
Cost cutting and price increases aren't the only things on the minds of management. At the same time, they are innovating and getting base hits with new products. For example, in Russia the Marvellous Creation platform captured 1% of the chocolate bar market in the first month. In India, new pack sizes and formats caused a double-digit growth in sales of the Cadbury Dairy Milk line. In China, Oreo thins and Oreo mints are proving to be a big score.

Hot Cheapest Companies To Buy Right Now

"Our innovation programs [have been a] key driver of our ability to outgrow the markets," noted Rosenfeld during the Q&A session of the call.  She later added, "Our focus is going to be continuing to innovate."

What if cocoa and coffee keep escalating?
In case you're worried what will happen if commodity prices keep soaring -- don't sweat it. CFO Dave Brearton reassured: "I think it's fair to say that for this year we are 100% locked in, there is really not much exposure."

Here he was referring to hedging commodity prices or essentially betting against itself by betting that commodity prices will go up. Doing so locks in essentially fixed costs for its commodity inputs and makes planning and profits more predictable.

Value coming to a shareholder near you
Above all, Rosenfeld and the management team want you to know that they have your back. "Near term, leveraging this approach through 2015, we'll deliver value to our shareholders regardless of the macro environment," Rosenfeld said. "And over the long term, this will enable us to deliver sustainable top tier performance on both the top and bottom lines."

Brearton added:

We have also returned over $1.9 billion for our shareholders [in the first nine months of the year] including repurchasing $1.2 billion of stock or about 34 million shares. Based on this, we now expect our total share repurchases for 2014 to be between $1.2 billion and $2 billion. Additionally, we paid out little over $700 million in dividends. 

All of this together suggests the dividend is reasonably secure. Mondelez may not pay much in the way of dividend now -- $0.60 per share annually, yielding 1.6% at recent prices -- but with earnings growing so nicely and predictably and the common theme throughout the call being "Mondelez is in control of its own destiny," don't be surprised if the per-share dividend goes up substantially from here.

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.

Wednesday, November 19, 2014

Best Construction Stocks To Watch Right Now

The concept of diversity, when talking about a company�� activities, is a sword with two edges. When performance hits the fan, diversity can turn into an advantage as only one segment can be affected. However, diversification can curtail winnings during a moment of bonanza. In other words, a company with five segments will see a relative smaller impact in overall performance than a company with activities in a single segment, when that segment experiences an abnormal growth. Hence, with a recovering construction market in the US and declining prices for mined commodities, a comparison between Caterpillar (CAT) and Terex (TER) is all the more relevant.

Fronting the Headwinds

Caterpillar has been hit hard by declining commodity prices, as mining companies decided to delay or halt the purchase of new equipment. Also, miners delayed scheduled services and replaced original equipment parts for lower-cost options, i.e. generic. The compounded effect on overall performance manifested on a 10% year-over-year decline in revenues. A reality confronted through a block of cost reduction policies.

Hot Construction Companies To Invest In 2015: Tile Shop Holdings Inc (TTS)

Tile Shop Holdings, Inc., incorporated on June 21, 2012, is a specialty retailer of manufactured and natural stone tiles, setting and maintenance materials, and related accessories in the United States. The Company sells over 4,500 products from around the world, including ceramic, porcelain, glass, and stainless steel manufactured tiles and, marble, granite, quartz, sandstone, travertine, slate, and onyx natural tiles. It purchases its tile products and accessories directly from producers. The Company manufactures its own setting and maintenance materials, such as thinset, grout, and sealers under its brand name. The Company operates 70 stores in 22 states, with an average size of 23,000 square feet. It also sells its products on its Website. In January 2014 Tile Shop Holdings Inc launched its first retail store in Oklahoma City.

The Company offers a complete assortment of tile products, generally sourced directly from producers, including ceramic, porcelain, glass, and stainless steel manufactured tiles, and marble, granite, quartz, sandstone, travertine, slate, and onyx natural tiles. The Company also offers a range of setting and maintenance materials, such as thinset, grout and sealers, and accessories, including installation tools, shower and bath caddies, drains, and similar products.

The Company competes with Home Depot, Tile America, World of Tile, Century Tile, and Floor and Decor, Dal-Tile and Florida Tile.

Advisors' Opinion:
  • [By Paul Ausick]

    Stocks on the Move: Houghton Mifflin Harcourt Co. (NASDAQ: HMHC) is up 32.2% at $15.86 after its IPO today. Tile Shop Holdings Inc. (NASDAQ: TTS) is down 39% at $12.95 following a short seller�� claim that profits were overstated. Hewlett-Packard Co. (NYSE: HPQ) is down 5.4% at $25.07 after halting sales of its Chromebook laptop due to an overheating charger problem.

Best Construction Stocks To Watch Right Now: Baoye Group Co Ltd (BKG)

Baoye Group Company Limited is engaged in the provision of construction service, manufacture and distribution of building materials and development and sale of properties. The Company three segments: construction, which includes provision of construction services; property development, which includes development and sale of properties, and building materials, which includes manufacture and distribution of building materials. Its subsidiaries include Zhejiang Baoye Construction Group Co., Ltd., Zhejiang Baoye Curtain Wall Decoration Co., Ltd., Zhejiang Baoye Infrastructure Construction Co., Ltd., Zhejiang Guangyi Construction and Decoration Co., Ltd., Zhejiang Baoye Real Estate Group Co., Ltd., Shaoxing Baoye Four Seasons Garden Real Estate Co., Ltd., Zhejiang Baoye Building Materials Industrialisation Co., Ltd., Zhejiang Baoye Steel Structure Co., Ltd. and others. During the year ended 31 December 2011, the Company acquired three parcels of new land in Wuhan, Shanghai, and Henan. Advisors' Opinion:
  • [By Inyoung Hwang]

    Berkeley Group Holdings Plc (BKG) surged 8.3 percent after saying first-half profit rose 22 percent. London Stock Exchange Group Plc (LSE) climbed 2.4 percent after Bank of America Corp.�� Merrill Lynch unit recommended buying the stock. Givaudan SA (GIVN) lost 1.3 percent after Nestle SA said it will sell $1.27 billion of shares in the world�� largest flavorings maker.

Best Construction Stocks To Watch Right Now: KBR Inc. (KBR)

KBR, Inc. operates as an engineering, construction, and services company supporting the energy, hydrocarbon, government services, minerals, civil infrastructure, power, and industrial sectors worldwide. Its Downstream business unit provides front end engineering design; detailed engineering; engineering, procurement, and construction (EPC); EPC management; and program management services to petrochemical, refining, coal gasification, and syngas markets. The company?s Government and Infrastructure business unit provides program and project management, contingency logistics, operations and maintenance, construction management, engineering, and other services to military and civilian branches of governments and private clients. Its Services business unit delivers engineering, construction, construction management, fabrication, maintenance, and turnaround services. It also offers maintenance, construction, and drilling support services for offshore oil and gas producing facili ties using semisubmersible vessels. This segment serves oil, gas, petrochemicals, and hydrocarbon processing industries, as well as power, alternate energy, pulp and paper, industrial and manufacturing, and pharmaceutical industries. The company?s Technology business unit offers various process technologies, including value-added technologies in the coal monetization, petrochemical, refining, and syngas markets. Its Upstream business unit constructs liquefied natural gas, gas-to-liquids, onshore oil and gas production facilities, offshore oil and gas production facilities, and onshore and offshore pipelines. The company?s Ventures business unit invests in and manages projects, where the company provides engineering, construction, construction management or operations, and maintenance services. KBR, Inc. was founded in 1901 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Rich Smith]

    This umbrella contract authorizes four separate contractors -- privately held CH2M Hill Constructors and Environmental Chemical Corp, and publicly traded KBR (NYSE: KBR  ) and URS (NYSE: URS  ) -- to bid for individual task orders under it. In total, across the contract's one-year "base period" and the up to four subsequent one-year optional extensions, this contract is estimated to have a maximum dollar value of $800 million. It is not to exceed 60 months in duration and so should expire in June 2018.

  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Among the companies with shares expected to actively trade in Thursday’s session are KBR Inc.(KBR), Pier 1 Imports Inc.(PIR) and Rite (RAD) Aid Corp.

Best Construction Stocks To Watch Right Now: Forge Group Ltd (FRGXF)

Forge Group Limited is engaged in construction, commercial building, engineering, maintenance and workshop fabrication. Forge is the holding company of Cimeco Pty Ltd, Webb Construction West Africa Ltd, Abesque Engineering Ltd (Abesque) and CTEC Pty Ltd, which provide a range of engineering and construction services to a diverse range of clients particularly to the resource and oil and gas sectors through its operating entities. Cimeco provides construction services across a range of disciplines, including, commercial building, civil, concrete, structural, mechanical, piping, tanks and electrical. Webb specializes in structural, mechanical and pipe installation, tank fabrication and erection. Abesque specializes in the provision of engineering design, project management services to the resources sector, including base metals, gold and iron ore. In January 2014, Forge Group Limited announced that BlackRock Inc. and subsidiaries had ceased to be the substantial holder of the Company. Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australia stocks started solidly lower Tuesday, weighed by large losses on Wall Street, with the S&P/ASX 200 (AU:XJO) retreating 0.8% to 5,248.90. Globally sensitive stocks were among the leading decliners after a 1.3% pullback for the S&P 500 (SPX) in the U.S., with financial major Macquarie Group Ltd. (AU:MQG) (MCQEF) falling 2.2%, News Corp. (AU:NWS) (NWS) -- the parent of MarketWatch, publisher of this report -- off 1.4%, and construction-material firm James Hardie Industries SE (AU:JHX) (JHIUF) 1.2% lower. Miners came under pressure, with BHP Billiton Ltd. (AU:BHP) (BHP) down 0.9% and Oz Minerals Ltd. (AU:OZL) (OZMLF) dropping 1%, while Forge Group Ltd. (AU:FGE) (FRGXF) tumbled 12.8% after issuing a profit warning. On the upside, mild gains overnight for Comex gold futures helped the fortunes of some gold extractors, helping Newcrest Mining Ltd. (AU:NCM) (NCMGF) and Evolution Mining Ltd. (AU:EVN) (CAHPF)

Best Construction Stocks To Watch Right Now: American Woodmark Corp (AMWD)

American Woodmark Corporation, incorporated on April 21, 1980, manufactures and distributes kitchen cabinets and vanities for the remodeling and new home construction markets. The Company offers framed stock cabinets in approximately 550 different cabinet lines, ranging in price from relatively inexpensive to medium-priced styles. Styles vary by design and color from natural wood finishes to low-pressure laminate surfaces. The product offering of stock cabinets includes 86 door designs in 18 colors. Stock cabinets consist of a common box with standard interior components and a maple, oak, cherry, or hickory front frame, door and/or drawer front. The Company�� product is primarily sold under the brand names of American Woodmark, Timberlake, Shenandoah Cabinetry, Potomac, and Waypoint Living Spaces.

The Company�� product is sold on a national basis across the United States to the remodeling and new home construction markets. The Company services these markets through three primary channels, which include home centers, builders, and independent dealers and distributors. The Company provides complete installation services to its direct builder customers through its network of nine service centers that are strategically located throughout the United States. The Company distributes its products to each market channel directly from four assembly plants through a third party logistics network. The primary raw materials used include hard maple, oak, cherry, soft maple, and hickory lumber and plywood.

Advisors' Opinion:
  • [By John Udovich]

    After the bedroom, the kitchen is probably the place where we spend the most time awake in our homes with small cap kitchen stocks Caesarstone Sdot-Yam Ltd (NASDAQ: CSTE) and American Woodmark Corporation (NASDAQ: AMWD) along with diversified midcap Fortune Brands Home & Security Inc (NYSE: FBHS) all putting in a good performance. After all, any sort of housing recovery with more new homes being sold will�help kitchen stocks and so will increased sales of older or foreclosed homes that need to have their kitchens remodeled. But which is the better kitchen stock for investors? Here is�closer look at all three:

Monday, November 17, 2014

Top 5 Value Companies To Invest In 2014

“I don’t know why this strategy isn’t written about more in the press,” Marty Sass innocently remarked. “Maybe it sounds too complicated."

The strategy to which Sass referred is “covered call option writing against attractive equities with growing dividends combined with the purchase of index put options for downside protection.”

Not complicated at all.

While it might sound facetious, when the CEO and chairman of independent investment management firm MD Sass with $8 billion under management, explained the strategy, it really is easily understood.

“It has three ingredients,” Sass told ThinkAdvisor on Thursday. “The first is buying undervalued, high quality stocks with better yields than the S&P 500 delivers. The second is selling covered calls with attractive premiums out of the money. The last is buying index puts out of the money for additional downside protection.”

It currently results in cash flow from dividends that average 2.5%, compared with 2.1%the market is currently yielding. The option premiums result in added income of 8.8% annualized. Combine the two and the client is currently looking at 11.3% annualized. Take 1% away for the cost of the index put protection and 75 basis points for the funds fee, and it results in a net annualized return of around 9%.

Top Gas Companies To Invest In Right Now: Schlumberger N.V.(SLB)

Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    Another issue that Varco has to face is the specter of increasing competition. Cameron International (NYSE: CAM  ) has arisen as a big player in the drilling and production systems space, with a particular emphasis on subsea applications like blowout preventers. With Cameron sporting a recent partnership with Schlumberger (NYSE: SLB  ) , the combination will have both the expertise and the financial resources to challenge Varco in that niche. More broadly, up-and-coming Forum Energy (NYSE: FET  ) has sought to emulate Varco's broad-based services menu, offering remotely operated vehicles for deepwater inspection and construction as well as pipe and cementing materials and a range of subsea systems and equipment. Forum has posted solid results in its brief history, taking steps to continue its fast growth trajectory.

  • [By Laura Brodbeck]

    Thursday

    Earnings Expected From: SAP AG (NYSE: SAP), Novartis AG (NYSE: NVS), UnitedHealth Group Incorporated (NYSE: UNH), Mattel, Inc, (NASDAQ: MAT), Key Corp (NYSE: KEY), Philip Morris International (NYSE: PM), Morgan Stanley (NYSE: MS), PPG Industries, Inc (NYSE: PPG), The Blackstone Group L.P. (NYSE: BX), Schlumberger N.V. (NYSE: SLB), International Business Machines (NYSE: IBM), Google Inc. (NASDAQ: GOOG) Economic Releases Expected:  Chinese house prices, US housing starts, eurozone CPI, Hong Kong’s unemployment rate

    Friday

  • [By Holly LaFon]

    Our worst performers during the third quarter were Cummins (CMI) (-颅14.5%), Schlumberger (SLB) (-颅13.8%) and Cognizant Technology (CTSH) (-颅8.5%). Our best performers during the quarter were EMC (EMC) (+11.1%), Berkshire Hathaway (BRK.A) (+9.2%) and Apple (AAPL) (+8.4%). During the quarter we trimmed positions in Apple as it approached our maximum position weighting of 10%. We added to existing positions in Qualcomm (QCOM), LKQ (LKQ) and Cognizant Technology (CTSH) ��all on improved prospective risk-颅reward on respective share-price declines. The Great Bull Market of 2009-2014 started on March 9, 2009 when the S&P 500 Index stood at 667. The S&P 500�� relentless bull market advance over the course of the next 2,000 days would reach a record high index level of 2000 in late August. Relentless indeed, according to Bespoke, the S&P 500 Index has been up seven quarters in a row ��the best streak since 1998 and the fourth best since 1950.

  • [By DAILYFINANCE]

    Alamy HOUSTON -- Halliburton says it lost $18 million in the first quarter, pulled down by $637 million in charges related to its role in the 2010 Gulf of Mexico oil spill. But it made money if unusual items are excluded, beating Wall Street expectations. The oil services company's loss amounted to 2 cents a share. That compares with net income of $627 million, or 68 cents a share, a year earlier. Halliburton Co. (HAL), which is in talks to settle claims against it related to the oil spill, said that excluding the charges it posted adjusted earnings of 67 cents a share. That beat the 57 cents that analysts expected. The Houston company, which provides a variety of services for the petroleum industry, is benefiting from a boom in U.S. oil production, which is at the highest level in more than two decades. At the same time, Halliburton's natural gas business has slowed as drillers slowed production due to falling prices for the fuel. Revenue rose slightly to $6.97 billion from $6.87 billion. Analysts expected $6.88 billion. Halliburton shares jumped $1.44, or 3.9 percent, to $38.65 in premarket trading an hour before the market opening. Halliburton is the biggest provider of oil field services in North America, including hydraulic fracturing, a technology that has helped unlock large supplies of oil and natural gas from shale rock formations in the U.S. North American revenue fell 11 percent to $3.71 billion, while operating income tumbled 43 percent to $605 million. Dave Lesar, the company's chairman, president and CEO, said a drop in Halliburton's rig count and pricing pressures in North America were more than offset by the company's growing international business. International revenue increased 21 percent from a year ago. For the full year, Halliburton still expects total international revenue growth in the "low teens," he said. Rival Schlumberger Ltd. (SLB), which has a larger international business, said Friday that its revenue climbed in region

Top 5 Value Companies To Invest In 2014: Caterpillar Inc.(CAT)

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.

Advisors' Opinion:
  • [By Alexis Xydias]

    Caterpillar (CAT)�� valuation has climbed 28 percent in the past year as the largest manufacturer of mining and construction machinery posted three quarters of earnings declines. Analysts predict a profit drop of 27 percent in 2013. Last month, the Peoria, Illinois-based company cut its earnings forecast as mining-equipment sales declined on slower commodity demand from emerging markets.

  • [By Dan Caplinger]

    Monday marked the end of the second quarter, and the Dow Jones Industrials (DJINDICES: ^DJI  ) failed to rise to the occasion, falling 25 points. The Dow has had a fairly flat performance so far in 2014, gaining just over 1% and making many investors question whether the bull market has the staying power it would need to provide the sixth-straight year of positive returns for the Dow. Yet even amid the lackluster gains for the Dow overall, Intel (NASDAQ: INTC  ) and Caterpillar (NYSE: CAT  ) have helped the Dow avoid losses for the year, with each of the Dow components gaining more than 20% in the first half. Let's take a closer look at how they did it.

  • [By Dan Caplinger]

    Believe what you will about the long-term effect of the Fed's actions, but today, you can see from the Dow's strongest performers how well the market is taking the news. Economically sensitive Caterpillar (NYSE: CAT  ) and Alcoa (NYSE: AA  ) are both up sharply today as investors weigh the impact of further stimulus on the U.S. economy -- and it seems they've decided that faster U.S. growth should lead to further global activity as well. Yet that's far from a foregone conclusion. For Caterpillar, the recent recovery in gold and silver prices could spark renewed interest from mining companies for heavy equipment, but price levels remain far below where they were earlier this year. Alcoa, meanwhile, needs greater evidence not only of renewed construction activity but also of constraints on aluminum supply from its competitors, especially in China. A boost in activity could actually spur Chinese aluminum-producers to make more of the lightweight metal, extending glut conditions and hurting Alcoa's long-term profit outlook.

  • [By Matt Thalman]

    Before we hit the Dow losers, let's look at this week's best-performing component: Caterpillar (NYSE: CAT  ) . After being one of the biggest losers for two weeks, with the stock declining 0.42%, shares of Caterpillar rose 6.12% this past week. Many analysts have contributed Caterpillar's rising share price with rising gold prices this week. As concerns about inflation creep into investors' minds, gold is seen as a safe haven and a shield against losing buying power, and increasing precious-metal prices help mining companies and mining equipment manufacturers such as Caterpillar. But despite a strong one-week performance, shares of Caterpillar are still down 2.72% year to date. �

Top 5 Value Companies To Invest In 2014: Tupperware Corporation(TUP)

Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.

Advisors' Opinion:
  • [By Jonathan Berr]

    Multilevel marketing (MLM) groups such as Herbalife operate through independent sales representatives, who earn money both through the sales of product and by recruiting other people to join their team. This business model — which is used by scores of companies, including�Pampered Chef, which is owned by Warren Buffett’s Berkshire Hathaway (BRK.B), Tupperware (TUP) and Mary Kay Cosmetics — is legal provided that actual products are sold.

Top 5 Value Companies To Invest In 2014: Dollar Tree Inc.(DLTR)

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.

Advisors' Opinion:
  • [By Jayson Derrick]

    Analysts at BMO Capital downgraded Dollar Tree (NASDAQ: DLTR) to Market Perform from Outperform with a price target lowered to $59 from a previous $69. Also, analysts at Jefferies maintained a Hold rating on Dollar Tree with a price target raised to $56 from a previous $51. Shares lost 0.78 percent, closing at $54.44.

  • [By Terri Stridsberg]

    Dollar Tree (DLTR), has had a banner 2013, gaining 45.3% year-to-date, and tagging a new record high of $59.68. Nevertheless, short interest skyrocketed by close to 398% over the most recent reporting period, and now accounts for a healthy 6.7% of the equity's available float.

  • [By Jacob Roche]

    With the economy starting to improve, you might think Dollar Tree's (NASDAQ: DLTR  ) fortunes will reverse. The deep discounter provided unemployed and lower-income consumers a safe place in the storm, but with the economic weather clearing up, it would be reasonable to expect consumers to venture out again to higher-end retailers. However, that assumption would be wrong.