Sunday, August 31, 2014

Best Electric Utility Stocks To Watch Right Now

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Chuy's Holdings (NASDAQ: CHUY  ) were getting spat out by investors today, falling as much as 12% after an unsavory earnings report.

So what: The restaurant chain of the same name posted a 24.6% gain in sales to $46.7 million, slightly ahead of estimates, and comparable sales were up 2.3%. Earnings per share jumped from a penny a year ago to $0.16, beating expectations by $0.02. CEO Steve Hislop said, "We generated impressive revenue growth during a challenging quarter for the industry," and he credited operators for driving profitability. Chuy's narrowed its EPS guidance for the year, saying it now expects EPS of $0.67 to $0.69, in line with estimates, and sees same-store sales growth of 1% to 1.5%.

Now what: Shares of the Mexican-food chain bounced back after dipping early in the session today, finishing down just 3.3%. While the company beat estimates, it seems investors were expecting more, especially on the same-store-sales front. Nearly all of Chuy's sales growth came from new restaurants, as opposed to organic, higher-margin growth from stores already open. Same-store sales are also often a sign of brand strength. With its P/E over 50 and hardly any organic growth to speak of, I'd stay away from Chuy's.

Best Electric Utility Stocks To Watch Right Now: Helmerich & Payne Inc (HP)

Helmerich & Payne, Inc., incorporated on February 29, 1944, is engaged in contract drilling of oil and gases wells for others and this business. The Company's contract drilling business is composed of three reportable business segments: U.S. Land, Offshore and International Land. During the fiscal year ended September 30, 2012 (fiscal 2012), the Company's U.S. Land operations drilled in Oklahoma, California, Texas, Wyoming, Colorado, Louisiana, Pennsylvania, Ohio, Utah, Arkansas, New Mexico, Montana, North Dakota and West Virginia. Offshore operations were conducted in the Gulf of Mexico, and offshore of California, Trinidad and Equatorial Guinea. During fiscal 2012, the Company's International Land segment operated in six international locations: Ecuador, Colombia, Argentina, Tunisia, Bahrain and United Arab Emirates. The Company is also engaged in the ownership, development and operation of commercial real estate and the research and development of rotary steerable technology. Each of the businesses operates independently of the others through wholly owned subsidiaries. The Company's real estate investments located exclusively within Tulsa, Oklahoma, include a shopping center containing approximately 441,000 leasable square feet, multi-tenant industrial warehouse properties containing approximately one million leasable square feet and approximately 210 acres of undeveloped real estate. The Company's subsidiary, TerraVici Drilling Solutions, Inc. (TerraVici), is developing rotary steerable technology. As of September 30, 2012, it had 176 rigs under fixed-term contracts. During fiscal 2012, the Company leased a 150,000 square foot industrial facility near Tulsa, Oklahoma for the purpose of overhauling/repairing rig equipment and associated component parts.

U.S. Land Drilling

As of September 30, 2012, the Company had 282 of its land rigs available for work in the United States. During fiscal 2012, the Company's U.S. Land operations contributed approximately 85% of the Compan! y's consolidated operating revenues. During fiscal 2012, rig utilization was approximately 89%. During fiscal 2012, the Company's fleet of FlexRigs had an average utilization of approximately 97%, while the Company's conventional and mobile rigs had an average utilization of approximately 11%. As of September 31, 2012, 231 out of an available 282 land rigs were working.

Off Shore Drilling

During fiscal 2012, the Company's Offshore operations contributed approximately 6% of the Company's consolidated operating revenues. During fiscal 2012, rig utilization was approximately 79%. During fiscal 2012, the Company had eight of its nine offshore platform rigs under contract and continued to work under management contracts for four customer-owned rigs. During fiscal 2012, revenues from drilling services performed for the Company's offshore drilling customer totaled approximately 56% of offshore revenues.

International Land Drilling

During fiscal 2012, the Company's International Land operations contributed approximately 9% of the Company's consolidated operating revenues. During fiscal 2012, rig utilization was 77%. As of September 30, 2012, the Company had nine rigs in Argentina. During fiscal 2012, the Company's utilization rate was approximately 52%. During fiscal 2012, revenues generated by Argentine drilling operations contributed approximately 2% of the Company's consolidated operating revenues. The Argentine drilling contracts are with international or national oil companies. As of September 30, 2012, the Company had seven rigs in Colombia. During fiscal 2012, the Company's utilization rate was approximately 79%. During fiscal 2012, revenues generated by Colombian drilling operations contributed approximately 3% of the Company's consolidated operating revenues. During fiscal 2012, revenues from drilling services performed for the Company's customer in Colombia totaled approximately 1% of consolidated operating revenues and approximately 16% of inter! national ! operating revenues. The Colombian drilling contracts are with international or national oil companies. As of September 30, 2012, the Company had five rigs in Ecuador. During fiscal 2012, the utilization rate in Ecuador was 97%. During fiscal 2012, revenues generated by Ecuadorian drilling operations contributed approximately 2% of consolidated operating revenues. As of September 30, 2012, the Company had two rigs in Tunisia, four rigs in Bahrain and two rigs in United Arab Emirates.

Advisors' Opinion:
  • [By Dividends4Life]

    Helmerich & Payne Inc. (HP) is the holding company for Helmerich & Payne International Drilling Company, an international drilling contractor.
    Yield: 3.0% | Years of Dividend Growth: 41

Best Electric Utility Stocks To Watch Right Now: Fox Chase Bancorp Inc. (FXCB)

Fox Chase Bancorp, Inc. operates as the holding company for Fox Chase Bank that provides financial services to consumers and businesses in Philadelphia and New Jersey. Its deposit products include non-interest-bearing demand accounts, such as checking accounts; interest-bearing accounts, including negotiable order of withdrawal and money market accounts; savings and club accounts; brokered deposits; and certificates of deposit. The company�s loan products portfolio comprises multi-family and commercial real estate loans; one-to four-family residential real estate loans that enable borrowers to purchase or refinance existing homes; commercial and industrial loans offered to professionals, sole proprietorships, and small and mid-size businesses; construction loans comprising adjustable-rate and fixed-rate loans offered to individuals, builders, and developers to finance the construction of residential dwellings, as well as loans offered for commercial development projects, including apartment buildings, restaurants, shopping centers, schools, and other owner-occupied properties used for businesses; and consumer loans, which include home equity loans and lines of credit, loans to individuals to purchase insurance policies, loans secured by certificate of deposits, and unsecured overdraft lines of credit. It also offers cash management services. In addition, the company manages and holds investment securities; and secures, manages, and holds foreclosed real estate. It operates through 11 branches in Philadelphia, Richboro, Willow Grove, Warminster, Lahaska, Hatboro, Media, and West Chester, Pennsylvania; and Ocean City, Marmora, and Egg Harbor Township, New Jersey. The company is headquartered in Hatboro, Pennsylvania.

Advisors' Opinion:
  • [By Tim Melvin]

    To start, Seidman disclosed a position in Fox Chase Bancorp (FXCB), located in Hatboro, Pa. The bank is trading right around book value and has been a holding of mine for some time now. Me. Seidman owns a little over 5% of the bank.

Top Insurance Stocks To Own Right Now: Ishares Gold Trust (IAU)

ishares Gold Trust (the Trust), incorporated on January 21, 2005, is to own gold transferred to the Trust in exchange for shares issued by the Trust (Shares). Each Share represents a fractional undivided beneficial interest in the net assets of the Trust. The assets of the Trust consist of gold held by the Trust�� custodian on behalf of the Trust. The sponsor of the Trust is BlackRock Asset Management International Inc. (the Sponsor). The trustee of the Trust is The Bank of New York Mellon (the Trustee) and the custodian of the Trust is JPMorgan Chase Bank, N.A., London branch (the Custodian).

The activities of the Trust are limited to issuing Baskets of Shares in exchange for the gold deposited with the Custodian as consideration; selling gold as necessary to cover the Sponsor�� fee, Trust expenses not assumed by the Sponsor and other liabilities, and delivering gold in exchange for Baskets of Shares surrendered for redemption. It does not engage in any activities designed to obtain a profit from, or to ameliorate losses caused by, changes in the price of gold.

Advisors' Opinion:
  • [By Dan Caplinger]

    Moreover, historians point to the 1933 executive order that required individuals to deliver gold coins, bullion, and certificates to banks in exchange for regular currency at a rate of $20.67 per ounce as being functionally equivalent to confiscation. With the government proceeding to devalue the dollar to $35 per gold ounce the following year, those who complied with the order suffered a substantial loss of purchasing power. Indeed, many gold investors use that same argument in arguing against bullion ETFs SPDR Gold Trust (NYSEMKT: GLD  ) , iShares Gold (NYSEMKT: IAU  ) , and iShares Silver Trust (NYSEMKT: SLV  ) , preferring instead to take physical possession of their gold and silver to ensure its safekeeping themselves.

  • [By Quoth the Raven]

    The other common way to invest is through ETFs such as iShares Gold Trust (IAU), which basically track the price of the commodity by physically purchasing bullion. The ETFs asset price reflect the price as which it trades for. If the underlying asset is silver, the ETF trades proportional to what the silver's worth.

  • [By Sean Williams]

    The first method is by purchasing an ETF that closely tracks the underlying price of gold. The iShares Gold Trust (NYSEMKT: IAU  ) and SPDR Gold Shares (NYSEMKT: GLD  ) are two easy ways of buying into an ETF that holds physical gold without having to go through a physical gold dealer and taking delivery of the product. Also, both ETFs are extremely liquid, which means that you can access your money through your favorite brokerage by buying or selling anytime you need. The downside, of course, is that physical gold offers no dividend yield, so it's all about the price appreciation potential here.

Best Electric Utility Stocks To Watch Right Now: Simplicity Bancorp Inc (SMPL)

Simplicity Bancorp Inc., formerly K-Fed Bancorp, is a federally-chartered stock holding company. K-Fed Bancorp is a wholly owned subsidiary of K-Fed Mutual Holding Company (the MHC), a federally-chartered mutual holding company. K-Fed Bancorp operates through its subsidiary, Kaiser Federal Bank (the Bank), a federally chartered stock savings bank, which provides retail and commercial banking services to individuals and business customers from its nine branch and financial service center locations throughout California. The Bank is a community-oriented financial institution offering a variety of financial services. The Bank�� principal business activity consists of attracting retail deposits from the general public and originating primarily loans secured by first mortgages on owner-occupied one-to-four family residences and multi-family residences located in its market area and, to a lesser extent, automobile and other consumer loans. Its revenues are derived principally from interest on loans and mortgage-backed and related securities. It also generates revenue from service charges and other income. The Bank offers a variety of deposit accounts having a range of interest rates and terms, which generally include savings accounts, money market accounts, demand deposit accounts and certificate of deposit accounts with varied terms ranging from 90 days to 5 years.

Lending Activities

The Bank originates consumer loans, primarily automobile loans. As of June 30, 2010, its net loan portfolio totaled $758 million, which constituted 87.4% of its total assets. As of June 30, 2010, the Bank�� first lien one-to-four family residential mortgage loans totaled $335.6 million, or 43.5%, of its gross loan portfolio. It originates one-to-four family mortgage loans on a fixed rate and adjustable rate basis. As of June 30, 2010, the Bank�� one-to-four family adjustable rate mortgage loan portfolio totaled $58.6 million, or 7.6% of its gross loan portfolio. As of June 30, 2010, the fixed r! ate one-to-four family mortgage loan portfolio totaled $276.9 million, or 35.9% of its gross loan portfolio. Included in non-accrual loans at June 30, 2010, were $2.9 million in adjustable rate one-to-four family mortgage loans and $21.9 million in fixed rate one-to-four family mortgage loans.

The Bank also offers multi-family residential real estate loans. These loans are secured by real estate located in its primary market areas, within the state of California. As of June 30, 2010, multi-family residential loans totaled $278.4 million, or 36.1%, of its gross loan portfolio, and consists of 415 loans outstanding with an average loan balance of approximately $670,000. It offers a variety of secured consumer loans, including home equity lines of credit, new and used automobile loans, and loans secured by savings deposits. It also offers a limited amount of unsecured loans. At June 30, 2010, the Bank�� consumer loan portfolio, exclusive of automobile loans, totaled $13.8 million, or 1.8%, of its gross loan portfolio.

Investment Activities

The Bank is authorized to invest in various types of liquid assets, including the United States Treasury obligations, securities of various federal agencies, certain certificates of deposit of insured banks and savings institutions, certain bankers��acceptances, repurchase agreements and federal funds. At June 30, 2010, the Bank�� investment portfolio totaled $6 million and consisted principally of investment grade collateralized mortgage obligations and mortgage-backed securities. It invests in mortgage-backed securities insured or guaranteed by Federal National Mortgage Association (Fannie Mae), Federal Home Loan Mortgage Corporation (Freddie Mac) or Government National Mortgage Association (Ginnie Mae). As of June 30, 2010, it also had an investment in an affordable housing fund totaling $1.2 million.

Sources of Funds

The Bank�� sources of funds are deposits, payment of principal and interest ! on loans,! interest earned on or maturity of investment securities, borrowings, and funds provided from operations. It offers a variety of deposit accounts to consumers with a range of interest rates and terms. Its deposits consist of time deposit accounts, savings, money market and demand deposit accounts. The Bank�� borrowings consist of advances from the Federal Home Loan Bank of San Francisco. It may obtain advances from the Federal Home Loan Bank of San Francisco upon the security of its mortgage loans and mortgage-backed securities. As of June 30, 2010, the Bank had $137 million in Federal Home Loan Bank advances outstanding. At June 30, 2010, it had available additional advances from the Federal Home Loan Bank (FHLB) of San Francisco in the amount of $219.1 million.

Advisors' Opinion:
  • [By Tim Melvin]

    HBCP stock is trading at 94% of book value and is very attractive at the current price.

    Simplicity Bancorp (SMPL)

    Simplicity Bancorp (SMPL) in Covina, Calif., started out decades ago as a credit union for employees of the Kaiser Foundation Hospital. It has since grown to a nine-branch bank with $834 million in assets. SMPL had its conversion IPO back in 2010, and is an extremely attractive takeover target right now. The bank’s equity-to-asset ratio is 16, and nonperforming assets are less than 2% of the total, so that’s a solid financial condition to be in.

Best Electric Utility Stocks To Watch Right Now: Roche Holding AG (RHHBY)

Roche Holding AG is a Switzerland-based pharmaceuticals and diagnostics company. The Company belongs to the Roche Group that operates through numerous subsidiaries and associated companies located around the world. The Company�� products and services cover every stage of the healthcare process, from identifying disease susceptibilities and testing for disease in at-risk populations to prevention, diagnosis, therapy and treatment monitoring. Roche operates through two divisions: Pharmaceuticals and Diagnostics. Within the Pharmaceuticals Division there are three sub-divisions: Roche Pharmaceuticals, Genentech and Chugai. The Company�� Diagnostics Division includes five sub-divisions: Applied Science, Diabetes Care, Molecular Diagnostics, Tissue Diagnosis and Professional Diagnostics. Its activities are structured into six geographical segments: North America; Asia-Pacific; Western Europe; Latin America; Central and Eastern Europe, Middle East and Africa (CEMAI), and Japan. In March 2009, the Company completed the acquisition of Genentech, Inc. In March 2010, the Company acquired assets from BioMicro Systems for all products associated with the Roche NimbleGen microarray workflow.

During the year ended December 31, 2008, the Company Pharmaceuticals Division marketing gained approvals for its rheumatoid arthritis medicine Actemra/RoActemra in Japan, Switzerland and the European Union. In 2008, the division initiated 12 new phase III projects in, including clinical trials of the compounds pertuzumab, for breast cancer; taspoglutide, for type two diabetes, and dalcetrapib, for cardiovascular risk reduction. As of December 31, 2008, the Pharmaceuticals Division filed 11 major new marketing applications and gained 13 major regulatory approvals. At the beginning of 2009, the division�� research and development pipeline comprised 120 clinical projects, including 62 new molecular entities (NMEs) and 58 additional indications. Forty NMEs are in phase I, 16 in phase II and six in phase III or f! iled for regulatory review.

In 2008, Roche Pharmaceuticals signed a total of 57 new agreements including seven product transactions and 43 research and technology collaborations. In May 2008, Roche acquired Piramed Limited, a UK company with therapeutic research programmes targeting the PI3-kinase pathway in oncology and inflammatory disease. In June 2008, signed licensing agreement with ThromboGenics and BioInvent for their jointly developed anticancer agent TB-403 (R7334). In September, 2008, the Company acquired Mirus Bio Corporation active in the field of ribonucleic acid interference (RNAi) delivery and completed the acquisition of ARIUS Research Inc., which has a antibody platform that identifies and selects antibodies based on their functional ability to affect disease. S Research Inc. In January 2009, Roche acquired Memory Pharmaceuticals, which develops drug candidates for the treatment of debilitating central nervous system disorders such as Alzheimer�� disease and schizophrenia.

Pharmaceuticals

Within Pharmaceuticals division, the Company is engaged in the provision of drugs the areas of oncology, anemia, cardiovascular diseases, central nervous system, infectious diseases, inflammatory and autoimmune diseases, metabolic disorders, cancer, transplantation and virology. The products offered by Roche�� Pharmaceuticals division include MabThera/Rituxan, Herceptin, Avastin, Tamiflu, CellCept, NeoRecormon, Epogin, Pegasys, Tarceva, Xeloda, Bonviva, Boniva, Lucentis, Tamiflu, Xolair, Valcyte, Cymevene, Xenical, Pulmozyme, Nutropin, Neutrogin, Rocephin, Activase, TNKase and Madopar. The products offered by the Pharmaceuticals division are sold in seven geographic regions: North America; Asia-Pacific; Western Europe; Latin America; Central and Eastern Europe, Middle East and Africa (CEMAI), and Japan.

Diagnostics

Roche�� Diagnostics Division is a supplier of in vitro diagnostics (IVDs). Its products are used to test body fluids a! nd tissue! samples to obtain information for the purpose of preventing, diagnosing, treating and monitoring disease. The Company has business areas five within the diagnostics division: Professional Diagnostics, Diabetes Care, Tissue Diagnostics, Molecular Diagnostics and Applied Science. Roche�� Diagnostics division provides IVD services, including centralized laboratory testing and point-of-care diagnostics to molecular diagnostics and diabetes self management. In addition, it supplies research tools to life scientists.

Roche Professional Diagnostics supplies instrument systems, tests, software and services. It provides point-of-care testing products to support clinical decision-making close to the patient, in doctors��offices, emergency rooms and other primary and specialty care settings. Twelve Serum Work Area assays were rolled out during the year ended December 31, 2008, across Europe and in other markets. New assays included the Elecsys anti-TSH receptor antibody assay for the diagnosis of Graves��disease the Elecsys anti-CCP antibody assay, a test to aid the diagnosis of rheumatoid arthritis, and the Roche Cystatin C clinical chemistry test for early detection of impaired kidney function, among others. Roche Diabetes Care�� products portfolio covers the entire diabetes self-management spectrum, from glucose monitoring to insulin delivery, as well as monitoring systems with integrated lancets and test strips software for storing and analyzing data. Roche Tissue Diagnostics develops and manufactures medical diagnostic instruments and reagent systems that provide automation technology for use in the diagnosis and prognosis of cancer and infectious disease. In 2008 Roche Tissue Diagnostics launched ofhe Bench- Mark Ultra, a system that performs immunohistochemistry and in situ hybridisation testing simultaneously on a single continuous and random access platform. Roche Molecular Diagnostics develops and commercializes diagnostic and blood screening platforms and tests based on Roche�� ! real-time! polymerase chain reaction (PCR) technology. Applied Science business area supplies a specific reagents and test kits for use in life sciences encompassing biology, biotechnology ,medical research, as well as disease areas like cancer and virology. Applied Science�� business area product portfolio includes such sequencing systems as LightCycler 480, LightCycler 480 II, GS FLX Titanium. In addition, Applied Science offers xCELLigence cell analyzer.

Advisors' Opinion:
  • [By James Brumley]

    Ditto for the gene-mapping mania that was sparked by the Roche (RHHBY) acquisition of Illumina and the GlaxoSmithKline (GSK) purchase of Human Genome Sciences. By the time the gene-mapping M&A trend became obviously hot, the trend was over.

Best Electric Utility Stocks To Watch Right Now: Cyan Inc (CYNI)

Cyan, Inc., incorporated on October 25, 2006, has carrier-grade networking solutions that transform legacy networks into open, high-performance networks. The Company�� solutions include high-capacity, multi-layer switching and transport platforms, as well as a carrier-grade software-defined networking platform and applications. The Company�� solutions enable network operators to virtualize their networks, accelerate service delivery. The Company has designed its solutions to provide a range of applications, including business Ethernet, Wireless and broadband support services and cloud connectivity. The Company also offer high-capacity, multi-layer switching and transport platforms, known as its Cyan Z-Series, that have been designed to support the multiple concurrent technologies used in regional and metro networks, including both Ethernet-based services, as well as optical services.

The Company�� Z-Series platforms have been designed to transport traffic over network layer, utilizing both electrical and optical domains, to enable network operators to maximize network capacity at the lowest cost per bit. The Company�� customers range from service providers to high-performance data center and large, private network operators.

Advisors' Opinion:
  • [By Lauren Pollock]

    Among the companies with shares expected to actively trade in Tuesday’s session are Cyan Inc.(CYNI), Neurocrine Biosciences Inc.(NBIX) and SandRidge Energy Inc.(SD)

Friday, August 29, 2014

5 Best International Stocks To Watch For 2014

Yesterday, the S&P 500 tried and failed to hit a new high. Will it try again today?

Agence France-Presse/Getty Images

S&P 500�futures have dipped 0.1%, while�Dow Jones Industrial Average�futures are off by 0.1%.

Perry Ellis International�(PERY) has dropped 20% to $12.60 in pre-open trading after the apparel company blamed bad weather for slashing its full year guidance in less than half.

Tenet Healthcare (THC) has dropped 2.3% to $47.23 after the hospital operator missed earnings forecasts and offered lower-than-expected guidance.

Haverty Furniture�(HVT) has gained 3.9% to $28.20 after the furniture retailer beat analyst forecasts.

Office Depot (ODP) has plunged 17% to $4.45 after missing earnings and revenue forecasts.�Home Depot (HD), however, has gained 2.2% to $79.60 after beating forecasts by two cents thanks to a stronger U.S. housing market.

Best Information Technology Stocks For 2015: Signet Jewelers Limited(SIG)

Signet Jewelers Limited operates as a specialty jewelry retailer in the United States, the United Kingdom, the Republic of Ireland, and the Channel Islands. The company retails jewelry, watches, and associated services. As of January 28, 2012, it operated a network of 1,318 stores in 50 states in the United States that trade nationally in malls and off-mall locations as ?Kay Jewelers?, and regionally under various mall-based brands, as well as operated as destination superstores under the ?Jared The Galleria Of Jewelry? trade name. The company also operated a network of 535 stores in the United Kingdom, including 14 stores in the Republic of Ireland and 3 in the Channel Islands under the ?H.Samuel?, ?Ernest Jones?, and ?Leslie Davis? trade names in high street locations and shopping malls. Signet Jewelers Limited was founded in 1950 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By Seth Jayson]

    Signet Jewelers (NYSE: SIG  ) reported earnings on May 23. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended May 4 (Q1), Signet Jewelers missed estimates on revenues and beat slightly on earnings per share.

  • [By Rich Duprey]

    Specialty jeweler�Signet Jewelers� (NYSE: SIG  ) announced today its third-quarter dividend of $0.15 per share, the same rate it paid last quarter after raising the payout 25% from $0.12 per share.

  • [By Reuters]

    Julio Cortez/AP NEW YORK -- Many U.S. retailers had to ramp up promotions last month as shoppers continued to watch their spending during the holiday season, hitting profits at several chains. L Brands (LB) cut its earnings forecast for the holiday quarter Thursday after reporting disappointing December sales at its Victoria Secret and La Senza chains. The company said it had to offer more deals than expected, the second month in a row it has had to do so. Family Dollar Stores (FDO) and teen retailer Zumiez (ZUMZ), which both reported sales declines for December, also slashed their profit forecasts. Even retailers that saw big sales gains, such as Kay Jewelers parent Signet Jewelers (SIG), weren't spared. "Additional discounting was necessary in a highly promotional retail environment," Signet Chief Executive Officer Mike Barnes said in a statement. A group of nine U.S. retailers in the Thomson Reuters same-store sales index are expected Thursday to report a sales rise of 1.9 percent in December at stores open at least a year, well below the 7.2 percent increase of a year earlier. Including drugstore chains Walgreen (WAG) and Rite Aid (RAD), analysts estimate the rise at 2.7 percent. Gap (GPS) will report after the markets close Thursday. Faced with reticent shoppers worried about their job prospects and modest economic growth, retailers offered more discounts during the holiday season than a year earlier. Between Nov. 3 and Jan. 4, eight retailers, including Walmart Stores (WMT), Target (T) and Macy's (M) , increased the number of circulars published by 6 percent and sent 57 percent more promotional emails, according to data prepared for Reuters by MarketTrack. Retailers also had to deal with shoppers who were less willing to go into stores: Data firm ShopperTrak this week said foot traffic had dropped 14.6 percent this holiday season. Walgreen, whose comparable sales of general merchandise rose 2.5 percent in December, said fewer shoppers had com

5 Best International Stocks To Watch For 2014: Och-Ziff Capital Management Group LLC(OZM)

Och-Ziff Capital Management Group LLC is a publicly owned investment manager. The firm provides investment advisory services for its clients. It invests in equity markets across the world. The firm makes its investments in alternative markets across the world. It employs quantitative and qualitative analysis to make its investments. The firm also manages a buyout fund, Och-Ziff Energy Fund. Och-Ziff Capital Management Group LLC was founded in 1994 and is based New York, New York with additional offices in London, United Kingdom; Hong Kong; Tokyo, Japan; Bangalore, India; and Beijing, China.

Advisors' Opinion:
  • [By James Brumley]

    In the meantime, the 9%-plus dividend yield — at 40 cents per share, which is a dime better than SFL stock paid out in 2009 — is nothing to sneeze at.

    Och-Ziff Capital Management Group LLC (OZM)

    OZM Dividend Yield: 13.6%

5 Best International Stocks To Watch For 2014: Marine Products Corp (MPX)

Marine Products Corporation (Marine Products), incorporated on August 31, 2000, designs, manufactures and sells recreational fiberglass powerboats in the sportboat, deckboat, cruiser, sport yacht and sport fishing markets. The Company sells its products to a network of 135 domestic and 69 international independent authorized dealers. The Company focuses to remain a manufacturer of recreational powerboats for sale to a range of consumers globally. The Company manufactures Chaparral sterndrive and inboard-powered pleasure boats including H2O Sport and Fish & Ski boats, SSi and SSX Sportboats, Sunesta Sportdecks and Xtreme Tow boats, Signature Cruisers, Premiere Sport Yachts and Robalo outboard sport fishing boats. The Company offers a range of products to the family recreational, cruiser and sport yacht markets through its Chaparral brand, and to the sport fishing market through its Robalo brand.

The Company's products include Chaparral - H2O Sport Series, which is a fiberglass multipurpose runabouts; Chaparral - SSi Wide tech, which is a fiberglass closed deck runabouts; Chaparral - SSX Sportdecks, which is a fiberglass bowrider crossover sportboats; Chaparral - Sunesta Xtreme Tow Boats, which is a fiberglass pleasure boats; Chaparral - Signature Cruisers, which is a fiberglass, accommodation-focused cruisers; Chaparral - Premiere Sport Yacht, which is a fiberglass sport yacht, and Robalo - Sport Fishing Boats, which is a sport fishing boats for freshwater lakes or saltwater use. Domestic sales are made through approximately 74 Chaparral dealers, 16 Robalo dealers and 45 dealers that sell both brands located in markets throughout the United States. Marine Products also has 69 international dealers.

The Company competes with Sea Hunt, Sea Fox, Grady-White, Boston Whaler, Everglades and Parker.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Marine Products (NYSE: MPX  ) , whose recent revenue and earnings are plotted below.

  • [By Sean Williams]

    Sink or swim
    Sometimes the best short-sale opportunities are small, under-the-radar companies. One that I feel fits the bill perfectly is fiberglass boat maker Marine Products (NYSE: MPX  ) .

5 Best International Stocks To Watch For 2014: TotalFinaElf S.A.(TOT)

TOTAL S.A., together with its subsidiaries, operates as an integrated oil and gas company worldwide. The company operates through three segments: Upstream, Downstream, and Chemicals. The Upstream segment engages in the exploration, development, and production of oil and natural gas. It also involves in the transportation, trade, and marketing of natural gas and liquefied natural gas (LNG), as well as in LNG re-gasification and natural gas storage operations. In addition, this segment engages in the shipping and trade of liquefied petroleum gas (LPG); power generation from gas-fired power plants, nuclear, or renewable energies; production, trade, and marketing of coal, as well as in solar power systems and technology operations. As of December 31, 2010, it had combined proved reserves of 10,695 Mboe of oil and gas. The Downstream segment involves in refining, marketing, trading, and shipping crude oil and petroleum products. It also produces a range of specialty products, s uch as lubricants, LPG, jet fuel, special fluids, bitumen, marine fuels, and petrochemical feedstock. This segment holds interests in 24 refineries located in Europe, the United States, the French West Indies, Africa, and China, as well as operates a network of 17,490 service stations. The Chemicals segment produces base chemicals, including petrochemicals and fertilizers, as well as engages in rubber processing, resins, adhesives, and electroplating activities. TOTAL S.A. was founded in 1924 and is based in Paris, France.

Advisors' Opinion:
  • [By Arjun Sreekumar]

    Refining weakness common among oil majors
    Shell is not the only oil major suffering from an underperforming downstream segment. In fact, all of its peers, including Total (NYSE: TOT  ) , ExxonMobil (NYSE: XOM  ) , Chevron (NYSE: CVX  ) , and BP (NYSE: BP  ) , blamed weak refining margins for disappointing financial performances last year. Exxon's fourth-quarter downstream earnings plunged by $852�million�to $916�million, while Chevron's international downstream earnings plunged by nearly 80% to $125�million.

Thursday, August 28, 2014

Hot Consumer Service Stocks To Watch For 2014

The choice of Tokyo to host the 2020 Games is a safe one ��Japan has ample experience in putting on international sporting events, and Tokyo boasts a first-class transportation system that can move hundreds of thousands of tourists around efficiently, as well as a large, well-regulated hotel sector that can house them comfortably, without too much price-gouging, as my colleague, the longtime Japan hand Eamonn Fingleton, notes.

That�� one of the reasons why the second Tokyo Games isn�� likely to provide much of a jolt to the economy ��the city�� ��nvironmentally friendly��bid was predicated on making maximum use of previously built facilities and infrastructure; the roughly 1 trillion yen ($10 billion) in planned spending is well below that for the London and Beijing Games.

In the run-up to the 1964 Tokyo Games, Japan undertook herculean building projects, including the construction of a network of highways around Tokyo and the first of its Shinkansen high-speed rail lines. All told, spending was equivalent to 3.6% of 1964 GDP, according to a research note from Nomura. This time around, the Tokyo bid pegged the value added to the economy at 1.4 trillion yen, or a paltry 0.3% of 2012 GDP. And that�� spread out over the eight years from 2013 to 2020.

Best Wireless Telecom Stocks To Buy Right Now: Emulex Corp (ELX)

Emulex Corporation (Emulex) is a provider of a range of network convergence solutions that connect servers, storage, and networks within the data center. The Company�� product portfolio includes Host Bus Adapters (HBAs), Converged Network Adapters (CNAs), Network Interface Cards (NICs), mezzanine cards for blade servers, Application Specific Integrated Circuits (ASICs), embedded storage bridges, routers, and switches, Input/Output Controllers (IOCs), and connectivity management solutions. The Company is a designer, developer and supplier of HBAs, CNAs, NICs, mezzanine cards, Pass-Through Modules (PTM), embedded storage switches, embedded bridges, embedded routers, I/O ASICs, switch-on-a-chip (SOC) ASICs, Internet Baseboard management controllers (iBMC��) and connectivity management solutions. On August 25, 2010, Emulex acquired ServerEngines Corporation. In February 2013, Emulex acquired 89% ownership of Endace Ltd. In April 2013, Emulex Corp announced the completion of acquisition of Endace Limited.

Host Server Products

The Company�� Host Server Products include the development of chip level and board level server-based I/O adapters, including HBAs, Universal Converged Network Adapters (UCNAs), and mezzanine cards that connect servers and storage to networks using a range of products. Its products support Internet protocol (IP) and storage networking, including transmission control protocol (TCP)/IP, Internet small computer system interface (iSCSI), network attached storage (NAS), Fibre Channel, and Fibre Channel over Ethernet (FCoE). Host Server Products (HSP) include LightPulse HBAs, OneConnecttm UCNAs, custom form factor solutions for original equipment manufacturer (OEM) blade servers, and ASICs. These products enable servers to connect to local area networks (LANs), storage area networks (SANs), and NAS by offloading data communication processing tasks from the server as information is delivered and sent to the network.

Its Fibre Channel H! BAs connect host computers to a Fibre Channel network. The Company�� adapters support a range of operating systems and host computer system interfaces, including Peripheral Component Interconnect (PCI) and PCI Express-based platforms. Its Fibre Channel HBA offerings include single, dual, and quad port adapters at throughput speeds of two gigabyte per second, four gigabyte per second, and eight gigabyte per second for use in enterprise, large, medium, and small-sized organizations. The Emulex OneConnect UCNA is a single chip 10 gigabyte per second Ethernet platform designed to address the challenges of data center networks. The Emulex UCNA platform enables data center managers to consolidate multiple one gigabyte per second Ethernet links on to a single 10 gigabyte per second Ethernet link. Emulex HBAs and UCNAs are based upon its internally developed Fibre Channel and Ethernet IOCs. In addition, these IOCs can be used in embedded I/O environments, such as disk and tape storage arrays and storage appliances. Revenues from these applications are included in the Company�� Embedded Storage Products.

Embedded Storage Products

The Company�� Embedded Storage Products include the development of chip level, board level, and box level array based products that are deployed inside storage arrays, tape libraries, and other storage products to provide connectivity and protocol emulation functions. These products include embedded IOCs, I/O Processors (IOPs), SOCs, embedded bridges (FC/SATA/SAS), and embedded routers (FC/SATA/SAS). Emulex offers a range of integrated, embedded storage networking products for enterprise storage systems that deliver improved performance, reliability and storage connectivity. InSpeed is an advanced switching architecture that results in a single chip capable of handling multiple Fibre Channel devices operating at two, four, or eight gigabyte per second speeds. Its embedded router and bridge products consist of chip and firmware solutions.

! The Compa! ny competes with QLogic Corporation, Brocade Communications Systems, Inc., Broadcom Corporation, Intel Corporation, Chelsio Communications, Inc., Mellanox Technologies, Ltd., LSI, Marvell Technology Group Ltd., Maxim Integrated Products, Inc. and PMC-Sierra, Inc.

Advisors' Opinion:
  • [By Eric Volkman]

    A top-level promotion has taken place at Emulex (NYSE: ELX  ) . The company announced that it has appointed Jeffrey Benck to be its CEO, effective immediately. He replaces James McCluney, who was named executive chairman of the board. In turn, McCluney displaces ex-chairman Paul Folino, who is to continue to serve as a director.

Hot Consumer Service Stocks To Watch For 2014: Hill International Inc. (HIL)

Hill International, Inc. provides project management and construction claims services worldwide. It operates through two segments, Project Management and Construction Claims. The Project Management segment offers construction and project management services, including program management, project management, construction management, project management oversight, troubled project turnaround, staff augmentation, estimating and cost management, project labor agreement consulting, and management consulting, as well as commissioning, labor compliance, and other services. It manages and undertakes construction process, including planning, scheduling, estimating, budgeting, design review, constructability analyses, value engineering, regulatory compliance, development of project procedures, procurement, project reporting, expediting, inspection, quality assurance/quality control, safety oversight, contract administration, change order processing, and claims management on behalf of project owners and developers, as well as on-site management of contractors, subcontractors, and suppliers. The Construction Claims segment provides claims preparation, analysis and review, litigation support, cost/damages assessment, delay/disruption analysis, contract review and adjudication, risk assessment, lender advisory, and expert witness testimony services to clients. It advises clients for preventing or resolving claims and disputes based upon schedule delays, cost overruns, and other problems on construction projects. The company serves the United States and other national governments, state and local governments, and their agencies, as well as clients in the private sector. Hill International, Inc. was founded in 1976 and is headquartered in Marlton, New Jersey.

Advisors' Opinion:
  • [By Monica Gerson]

    Hill International (NYSE: HIL) is expected to post its Q4 earnings at $0.01 per share on revenue of $134.74 million.

    Omega Protein (NYSE: OME) is projected to report its Q4 earnings at $0.32 per share on revenue of $69.47 million.

  • [By Laura Brodbeck]

    Notable earnings releases expected on Monday include:

    United Natural Foods(NASDAQ: UNFI) is expected to report second quarter EPS of $0.56 on revenue of $1.64 billion, compared to last year�� EPS of $0.46 on revenue of $1.45 billion. Urban Outfitters(NASDAQ: URBN) is expected to report fourth quarter EPS of $0.55 on revenue of $928.43 million, compared to last year�� EPS of $0.56 on revenue of $856.83 million. Hill International(NYSE: HIL) is expected to report fourth quarter EPS of $0.01 on revenue of $134.74 million, compared to last year�� loss of $0.04 per share on revenue of $110.77 million.

    Economics

  • [By Laura Brodbeck]

    Monday

    Earnings Releases Expected: Black Hills Corporation (NYSE: BKH), CME Group Inc. (NASDAQ: CME), Leapfrog Enterprises (NYSE: LF), Hill International, Inc. (NYSE: HIL) Economic Releases Expected: eurozone manufacturing PMI, British construction PMI, US factory orders, Chinese services PMI, Indian services PMI

    Tuesday

Hot Consumer Service Stocks To Watch For 2014: Denison Mines Corp (DNN)

Denison Mines Corp. (Denison) is engaged in uranium exploration, development, mining and milling with uranium mining projects in both the United States and Canada and development projects in Canada, the United States, Zambia and Mongolia. Denison�� assets include an interest in two of the four licensed conventional uranium mills in North America, with its 100% interest of the White Mesa mill in Utah and its 22.5% interest of the McClean Lake mill in Saskatchewan. Denison also produces vanadium as a co-product from some of its mines in Colorado and Utah and recycles uranium-bearing waste materials, referred to as alternate feed materials, for the recovery of uranium, alone or in combination with other metals, at its White Mesa mill. In January 2014, the Company announced the closing of the acquisition of Rockgate by Denison Mines Corp. Advisors' Opinion:
  • [By The Energy Report]

    DS: It's certainly good news. Elimination of the non-resident ownership policy [NROP] will permit European Union-based companies to own a majority stake in an operating uranium mine. That opens the door for companies like Rio Tinto Plc (RIO) and AREVA SA (ARVCF) [AREVA:EPA] to push forward with development of existing deposits or to buy more uranium assets in Canada. Accordingly, it increases takeover potential for companies like Denison Mines Corp. (DNN).

  • [By John Udovich]

    Small cap nuclear fuel stock USEC Inc (NYSE: USU) is up some 300% this week���meaning its worth taking a closer look at the company along with the performance potential uranium or nuclear stock peers Uranium Resources, Inc (NASDAQ: URRE), Denison Mines Corp (NYSEMKT: DNN), Ur-Energy Inc (NYSEMKT: URG) and Uranerz Energy Corp (NYSEMKT: URZ).

  • [By John Udovich]

    Since the start of the week, small cap nuclear fuel stock USEC Inc (NYSE: USU) more than doubled for investors, something that has not happened for investors in uranium stocks like Uranium Resources, Inc (NASDAQ: URRE), Denison Mines Corp (NYSEMKT: DNN), Ur-Energy Inc. (NYSEMKT: URG) and Uranerz Energy Corp (NYSEMKT: URZ). To recap: USEC Inc closed at the $6 level on Friday, but then it surged to the $15 level on Monday only to open at the $10 level on Tuesday when it ultimately closed at $12.46. So what in the world is going on with USEC Inc and is it time to revisit nuclear fuel and uranium stocks?

Hot Consumer Service Stocks To Watch For 2014: Linde AG (LIN)

Linde AG is a German company engaged in the gases and engineering sector. It operates two divisions: Gases and Engineering, as core divisions, as well as Gist. The Gases Division includes Healthcare, producing medical gases; and Tonnage, as its two global business units; as well as the two business areas Merchant and Packaged Gases, offering liquefied and cylinder gases, and Electronics. The Company�� products are used in the energy sector, for steel production, chemical processing, environmental protection and welding, as well as in food processing, glass production and electronics. The Engineering division offers planning, project development and construction of turnkey industrial plants used in fields, such as petrochemical and chemical industries, in refineries and fertilizer plants, to recover air gases, to produce hydrogen and synthesis gases, to treat natural gas, and in the pharmaceutical industry. As of August 13, 2012, the Company acquired Lincare Holdings Inc. Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 21.92 percent to $26.20 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

  • [By Jake L'Ecuyer]

    Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 30.67 percent to $28.08 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

Tuesday, August 26, 2014

Hot Shipping Companies To Own For 2014

Major U.S. equity benchmarks opened and ended in green territory on Friday after a frenzy of earnings and economic data releases permeated the headlines and bolstered optimism.

Always Read Beyond The Headlines

As wild as it seems, when considering last week’s absolutely stellar gains on Wall Street from growth bellwethers like Chipotle and Google, the bulls remain in the driver’s seat. Today’s encouraging price action was largely fueled by upbeat earnings and seemingly better-than-expected durable goods data. Technology juggernauts Amazon and Microsoft (MSFT) kickstarted the rally with solid quarterly results, while stronger-than-expected revenues and shipping volume came in from United Parcel Service (UPS).

Top 10 Trucking Stocks To Invest In Right Now: Territorial Bancorp Inc.(TBNK)

Territorial Bancorp Inc. operates as the bank holding company for Territorial Savings Bank, a federally-chartered savings bank that provides a range of financial services to individuals, families, and businesses in Hawaii. It involves in accepting deposits from the general public and investing those deposits together with funds generated from operations and borrowings in loans and investment securities. The company?s deposit products include passbook and statement savings accounts, certificates of deposits, money market accounts, commercial and regular checking accounts, and NOW accounts. Its loan products include one-to-four-family residential mortgage loans; home equity loans and lines of credit; construction, commercial, and other non-residential real estate loans; consumer loans; and multi-family mortgage loans. The company, through its subsidiary, Territorial Financial Services, Inc., also engages in insurance agency activities. In addition, it provides various non-d eposit investments, including annuities and mutual funds through a third-party broker-dealer. As of December 31, 2010, the company operated 26 full-service branch offices in Hawaii. The company was founded in 1921 and is headquartered in Honolulu, Hawaii.

Advisors' Opinion:
  • [By Lisa Levin]

    Territorial Bancorp (NASDAQ: TBNK) shares touched a new 52-week low of $21.31. Territorial Bancorp shares have dropped 9.43% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.

Hot Shipping Companies To Own For 2014: Biglari Holdings Inc (BH)

Biglari Holdings Inc. is a holding company engaged in a range of diverse business activities. The Company, along with its subsidiaries, is engaged in investment management and the franchising/operating of restaurants. The Company's wholly owned subsidiaries include Steak n Shake Operations, Inc. (Steak n Shake), Western Sizzlin Corporation (Western) and Biglari Capital Corp. (Biglari Capital). Biglari Holdings, as a capital allocating vehicle, is also in the business of owning other businesses in whole and in part. In February 2014, Biglari Holdings Inc and Alpha Media Group announced that the wholly owned subsidiary of Biglari Holdings has acquired MAXIM.

On April 30, 2010, the Company completed the acquisition of Biglari Capital Corp. (Biglari Capital). On March 30, 2010, the Company, through its wholly owned subsidiary, Grill Acquisition Corporation, completed the acquisition of Western.

Steak n Shake

The Company is engaged in the ownership, operation, and franchising of Steak n Shake restaurants. Steak n Shake is a American brand serving burgers and milk shakes. Steak n Shake offers its patrons full-service dining with counter and dining room seating, as well as drive-thru and carry-out service. During the fiscal year ended September 29, 2010 (fiscal 2010), counter and dining room sales represented approximately 60% of the sales mix, while sales for off-premises dining represent approximately 40% of the sales mix.

Western Sizzlin

The Company is engaged in the franchising of restaurants. Western Sizzlin offers full service dining of signature steak dishes, as well as other classic American menu items. Western Sizzlin also operates other concepts, Great American Steak & Buffet, and Wood Grill Buffet consisting of hot and cold food buffet style dining.

Advisors' Opinion:
  • [By Roberto Pedone]

    One cyclical consumer player that insiders are buying up a large amount of stock in here is Biglari (BH), which is currently engaged in investment management and the franchising and operating of restaurants. Insiders are buying this stock into modest strength, since shares are up 8.7% so far in 2013.

    Biglari has a market cap of $605 million and an enterprise value of $688 million. This stock trades at a cheap valuation, with a trailing price-to-earnings of 4.83 and a forward price-to-earnings of 29.38. Its estimated growth rate for this quarter is 42%. This is not a cash-rich company, since the total cash position on its balance sheet is $153.57 million and its total debt is $236.16 million.

    The CEO and chairman of the board just bought 5,165 shares, or about $1.36 million worth of stock, at $265 a share.

    From a technical perspective, BH is currently trending above its 200-day moving average and just below its 50-day moving average, which is neutral trendwise. This stock has been trending sideways and consolidating for the last month and change, with shares moving between $408.25 on the downside and $429.97 on the upside. Shares of BH are now starting to push within range of triggering a near-term breakout trade above the upper-end of its recent sideways trading chart pattern.

    If you're bullish on BH, then I would look for long-biased trades as long as this stock is trending above some near-term support levels at $410 to $408.25, and then once breaks out above some near-term overhead resistance levels $428.85 to $429.97 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 10,146 shares. If that breakout hits soon, then BH will set up to re-fill some of its previous gap down zone from August that started at $467.89 a share.

Hot Shipping Companies To Own For 2014: American Strategic Income Portfolio Inc (ASP)

American Strategic Income Portfolio Inc. (the Fund) is a diversified closed-end management investment company. The Fund's primary investment objective is to provide a high level of current income. Its secondary investment objective is capital appreciation. The Fund invests in mortgage-related assets that directly or indirectly represent a participation in or are secured by and payable from mortgage loans. American Strategic Income Portfolio Inc. may also invest in the United States Government securities, corporate debt securities, preferred stock issued by real estate investment trusts and mortgage servicing rights.

The Fund's portfolio includes the United States Government Agency mortgage-backed securities, commercial loans, multi-family loans, preferred stocks, corporate notes, short-term securities and single-family loans. The Fund's investment advisor is FAF Advisors, Inc., a subsidiary of U.S. Bank National Association.

Advisors' Opinion:
  • [By ICRAOnline]

    Unit volumes grew 5.3% to 63.1 million, which was offset by 6.7% decline in average selling price (ASP). Due to higher volumes, the company�� HDD market share grew to 45.7% from 44.9% in the year-ago quarter.

  • [By Nicolas73]

    We can go through a long list of complicated reasoning, but the reason is very simple: Seagate increased its gross margin by around 50% (31.6% vs. 19.5%). This was accomplished thanks to the increased average selling price (ASP) of the hard disk drives.

Hot Shipping Companies To Own For 2014: Alston Energy Inc (ALO)

Alston Energy Inc. (Alston) is a Canada-based petroleum and natural gas company. The Company is engaged in the exploration and production of oil and natural gas reserves in Western Canada�� sedimentary basins. The Company�� projects include Alexander, Pembina and Chauvin. Alexander assets include a 14.0% average working interest in 10 proved producing gas/oil wells, three proved development locations, related production facilities and pipelines and 6,560 gross acres of mineral leases. Pembina assets include a 3.5% interest in 19 producing oil wells, one coal bed methane gas well, four standing or suspended wells, two oil batteries, related production facilities and pipelines and 5,690 gross acres of land in the Pembina/Cardium Pool. Alston has oil assets in the emerging Chauvin area resource play. Advisors' Opinion:
  • [By victorselva]

    Furthermore, yesterday we found on the news that General Electric will buy Alstom SA (ALO), the French builder of power plants and transmission gear. The deal could consist on the separation of Alstom�� transport business, which manufactures high-speed TGV trains, to make easier the approval of the French government. A potential value for Alstom at about $13 billion would be about 25 percent more than its current market value. As a consequence, stock price surged as much as 18 percent in Paris, the biggest jump in the last nine years. General Electric will gain control of Alstom�� technology for power transmission and power plant maintenance.

  • [By Sarah Jones]

    HSBC, Europe�� biggest bank, Societe Generale SA (GLE), France�� second-largest lender, and Germany�� Commerzbank AG each climbed at least 2.6 percent after posting results. Allianz gained 3.6 percent after Europe�� largest insurer reported a jump in profit. Alstom SA (ALO) sank 12 percent after the power-equipment maker cut its profit forecast.

Monday, August 25, 2014

Best Consumer Stocks To Own For 2014

It was inevitable:�Microsoft (NASDAQ: MSFT  ) had no choice but to pursue the small-sized tablet segment if it hopes to be relevant. Consumers are increasingly voting with their wallets that smaller tablet form factors are the way to go. Apple (NASDAQ: AAPL  ) has now jumped into that market segment with the iPad Mini, an implicit concession that Steve Jobs was wrong when he proclaimed that the perfect tablet size was around 10 inches.

Thus far, Microsoft's forays into the tablet market have been with larger devices, including its own Surface tablet that sports a 10.6-inch display. Most Windows 8 and Windows RT devices made by OEMs have also been in the full-sized segment. That's all changed with the Acer Iconia W3 that was just unveiled at Computex Taipei.

The Iconia W3 is being billed as the "industry's first 8-inch Windows 8 tablet," and its 8.1-inch display will compete directly with the iPad Mini's 7.9-inch screen. An Intel (NASDAQ: INTC  ) Atom chip is found inside, which promises all-day battery performance. Intel has been making headway in tablet wins, including scoring a spot in Samsung's new Galaxy Tab 3 10.1 (also with an Atom processor). Intel's pricier chips also contribute to the higher price of the Iconia W3, which will retail for $379.

Best Oil Companies To Invest In 2015: Flowers Foods Inc (FLO)

Flowers Foods, Inc. (Flowers Foods), incorporated in October 2000, is a producer and marketer of bakery products in the United States. The Company is the producer and marketer of packaged bakery foods for retail and foodservice customers in the United States. Flowers Foods operates 44 bakeries that produce a range of bakery products, which include breads, buns, rolls, snack cakes, and pastries. These products are sold through a direct-store-delivery network with access to approximately 70% of the United States population in the East, South, and Southwest, as well as in certain markets in California. Select Flowers products are sold nationwide through customers' delivery systems. Among the Company�� top brands are Nature�� Own and Tastykake. The Company has two business segments: direct-store-delivery (DSD segment) and warehouse delivery segment (warehouse segment). In May 2011, the Company acquired Tasty Baking Company. In July 2012, it acquired Lepage Bakeries, Inc.

The DSD segments focuses on the production and marketing of bakery products to United States customers in the Southeast, Mid-Atlantic, Northeast and Southwest, as well as select markets in California and Nevada primarily through its DSD system. The warehouse segment produces snack cakes and breads and rolls that are shipped both fresh and frozen to national retail, foodservice, vending, and co-pack customers through their warehouse channels. The Company�� brands include Whitewheat, Cobblestone Mill, Blue Bird, ButterKrust, Dandee, Mary Jane, and Mary Jane and Friends. During the year ended December 31, 2011, it introduced the new products under this brand, including Nature�� Own Whitewheat Sandwich Rounds; Nature�� Own Whole Grain Sandwich Rolls and Hot Dog Rolls; Nature�� Own Cinnamon Raisin Thin Sliced Bagels; Nature�� Own Soft Oatmeal Specialty Bread; Nature�� Own 100% Whole Grain Specialty Bread, and Nature�� Own Honey Wheat Berry Specialty Bread. In addition to Nature�� Own, its DSD segment also marke! ts: a range of specialty breads and rolls under the Company-owned Cobblestone Mill brand; white breads and buns under regional company owned and franchised brands, such as Sunbeam, Bunny, Aunt Hattie��, Holsum, and ButterKrust; Tastykake and Blue Bird branded snack cakes and pastries; flour, white, and corn tortillas under the Mi Casa and Frestillas brands, and fresh packaged bakery products under store brands for retailers.

The Company�� warehouse segment markets a range of specialty breads and rolls under the European Bakers brand, breads, buns, and rolls for specific foodservice customers, and tortillas and tortilla chips under Leo�� Foods and Juarez. This segment�� snack cakes are sold under the Mrs. Freshley��, Broad Street Bakery, and store brands. Its warehouse segment products are distributed nationally through retail, foodservice and vending customer warehouses.

The Company competes with Grupo Bimbo S.A. de C.V./Bimbo Bakeries, Hostess Brands, Inc., Sara Lee Corporation, Campbell Soup Company, McKee Foods Corporation, Cloverhill Bakery, Hostess Brands, Inc., Alpha Baking Co., Inc., Rotella�� Italian Bakery, United States Bakery, Turano Baking Company and All Round Foods, Inc.

Advisors' Opinion:
  • [By Caroline Bennett]

    The board of directors for Flowers Foods (NYSE: FLO  ) announced a three-for-two stock split at the annual shareholders meeting this week and increased the total annual cash dividend by $0.035.

  • [By Gerrit De Vynck]

    Maple Leaf Foods Inc. (MFI), the Canadian producer of foods from hamburgers to frozen pasta, has drawn bids for its bread unit from Grupo Bimbo SAB, Flowers Foods Inc. (FLO) and several private-equity firms, three people with knowledge of the matter said.

  • [By Laura Brodbeck]

    Thursday

    Earnings Expected From: Wal-Mart (NYSE: WMT), Nordstrom (NYSE: JWN), Kohl�� (NYSE: KSS), Flowers Foods (NYSE: FLO) Economic Releases Expected: �US industrial production, US CPI, eurozone GDP, eurozone CPI, German GDP, French GDP

    Friday

  • [By Dan Caplinger]

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

Best Consumer Stocks To Own For 2014: Suntory Beverage & Food Ltd (STBFY)

Suntory Beverage & Food Limited is principally engaged in the manufacture and sale of beverages and food. The Company operates in two geographical segments. The Domestic segment is engaged in the manufacture and sale of various soft drinks within Japan, such as coffee drinks, mineral water, green tea drinks, tea drinks, carbonated drinks, fruit juice drinks, functional beverages, milk beverages, and food for specified health use, as well as syrup for general and business usage. The International segment is engaged in the manufacture and sale of carbonated drinks, fruit juice drinks, health food, seasoning, tea-based beverages and others, with operations in Europe, Oceania, Asia and the Americas. As of May 29, 2013, the Company had 80 subsidiaries and 10 associated companies. On October 15, 2013, the Company acquired Lucozade Ribena Suntory Limited. On December 12, 2013, the Company acquired Suntory Beverage & Food Europe Limited. Advisors' Opinion:
  • [By John Udovich]

    Whiskey has become increasingly cool and popular thanks to the whole cocktail movement, something that�� good for big whiskey stocks like Suntory Beverage & Food Limited (OTCMKTS: STBFY), Diageo plc (NYSE: DEO) and Brown-Forman Corporation (NYSE: BF.B) who�also produce a wide variety of�liquors and beverages. In fact,�a recent episode of the�Daily Ticker�cited these stats from a USA Today article:

Best Consumer Stocks To Own For 2014: Monsanto Co (MON)

Monsanto Company (Monsanto), incorporated on February 9, 2000, along with its subsidiaries, is a provider of agricultural products for farmers. The Company's seeds, biotechnology trait products, and herbicides provide farmers with solutions that improve productivity, reduce the costs of farming, and produce better foods for consumers and better feed for animals. It manages business in two segments: Seeds and Genomics, and Agricultural Productivity. In April 2010, the Company completed the acquisition of a corn and soybean processing plant located in Paine, Chile from Anasac, a company that provides seed processing services. In October 2009, the Company completed the acquisition of Seminium, S.A. (Seminium), a corn seed company. In February 2011, the Company acquired Divergence, Inc. In September 2011, the Company acquired Beeologics. In June 2012, the Company purchased a planting technology developer, Precision Planting, Inc. In January 2013, it purchased select assets of Agradis, Inc. In June 2013, Monsanto Company acquired GrassRoots Biotechnology Inc. In November 2013, the Company announced that it has completed the acquisition of The Climate Corporation.

Seeds and Genomics Segment

Through the Company's Seeds and Genomics segment, it produces seed brands, including DEKALB, Asgrow, Deltapine, Seminis and De Ruiter, and it develops biotechnology traits that assist farmers in controlling insects and weeds. It also provides other seed companies with genetic material and biotechnology traits for their seed brands. It has a global distribution and sales and marketing organization for its seeds and traits. It sells products under Monsanto brands and license technology and genetic material to others for sale under their own brands. Through distributors, independent retailers and dealers, agricultural cooperatives, plant raisers, and agents, it markets DEKALB, Asgrow and Deltapine branded germplasm to farmers globally. In the United States, it markets regional seed brands under it! s American Seeds, LLC and Channel Bio, LLC businesses to farmers directly, as well as through dealers, agricultural cooperatives and agents. It markets and sells trait technologies with branded germplasm, pursuant to license agreements with its farmer customers. In Brazil and Paraguay, its has implemented a point-of-delivery, grain-based payment system. It contracts with grain handlers to collect applicable trait fees when farmers deliver their grain. In addition to selling its products under its own brands, the Company licenses a range of germplasm and trait technologies to large and small seed companies in the United States and certain international markets. Those seed companies in turn market its trait technologies in their branded germplasm; they may also market its germplasm under its own brand name. Its vegetable seeds are marketed in more than 100 countries through distributors, independent retailers and dealers, agricultural cooperatives, plant raisers and agents, as well as directly to farmers.

The Company�� row crop seeds brands include DEKALB, Channel Bio, Asgrow and Deltapine. Its DEKALB and Channel Bio are corn hybrids and foundation seed. Its Asgrow are soybean varieties and foundation seed. Its Deltapine are cotton varieties, hybrids and foundation seed. Canola is its row crop variety and hybrid. Its vegetable seed brands are Seminis and De Ruiter. These are open field and protected-culture seed for tomato, pepper, eggplant, melon, cucumber, pumpkin, squash, beans, broccoli, onions, and lettuce, among others. Its Biotechnology traits include SmartStax, YieldGard, YieldGard VT Triple, VT Triple PRO, VT Double PRO, Roundup Ready and Roundup Ready 2 Yield and Genuity. Its SmartStax, YieldGard, YieldGard VT Triple, VT Triple PRO and VT Double PRO have applications for corn, and Bollgard and Bollgard II have application for cotton. It enables crops to protect themselves from borers and rootworm in corn and leaf- and boll-feeding worms in cotton, reducing the need for application! s of inse! cticides. Its Roundup Ready and Roundup Ready 2 Yield have application for soybeans. The Company�� Genuity is a global umbrella trait brand. It enables crops, such as corn, soybeans, cotton, and canola to be tolerant of Roundup and other glyphosate-based herbicides. Monsanto also offers farmers stacked-trait products, which are single-seed products in which two or more traits are combined.

Agricultural Productivity Segment

Through the Company's Agricultural Productivity segment, it manufactures Roundup brand herbicides and other herbicides and provide lawn-and-garden herbicide products for the residential market. Its products include Glyphosate-based herbicides, Selective herbicides and Lawn-and-garden herbicides. Its Glyphosate-based herbicides have applications in nonselective agricultural, industrial, ornamental and turf applications for weed control. Its Selective herbicides control preemergent annual grass and small seeded broadleaf weeds in corn and other crops. Its residential lawn-and-garden has applications for weed control. It uses the same distribution and sales and marketing organization for its crop protection products as for its seeds and traits. It also has separate distribution and sales and marketing organizations for its crop protection products. It sells crop protection products through distributors, independent retailers and dealers and agricultural cooperatives. In some cases outside the United States, it sells such products directly to farmers. It also sells certain of the chemical intermediates of its crop protection products to other agricultural chemical producers, who then market their own branded products to farmers. The Company markets its lawn-and-garden herbicide products through The Scotts Miracle-Gro Company.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Top Headline
    Monsanto Co (NYSE: MON) reported a rise in its second-quarter profit. Monsanto's quarterly profit surged to $1.67 billion, or $3.15 per share, versus a year-ago profit of $1.48 billion, or $2.74 per share. Its adjusted earnings came in at $3.15 per share. Its revenue surged to $5.83 billion versus $5.47 billion. However, analysts were estimating earnings of $3.06 per share on revenue of $5.81 billion.

Best Consumer Stocks To Own For 2014: Natura Cosmeticos SA (NATU3)

Natura Cosmeticos SA is a Brazil-based company that, together with its subsidiaries, is engaged in the manufacture, industrialization, distribution and commercialization of cosmetics, fragrances and personal hygiene products under the brand name Natura. The Company's product line includes deodorants, makeup, sunscreens, lotions, creams, lipsticks and perfumes, among others. It operates in Chile, Peru, Argentina, Mexico, Colombia, Spain and Netherlands, among others, and, as of December 31, 2011, the Company had such subsidiaries as Industria e Comercio de Cosmeticos Natura Ltda, Natura Cosmeticos SA, Natura Cosmeticos de Mexico SA de CV, Natura Cosmeticos Espana SL, Natura (Brasil) International BV and Natura Inovacao e Tecnologia de Produtos Ltda, among several others. On February 28, 2013, the Company concluded the acquisition of a 65% stake in Emeis Holdings Pty Ltd, operating under Aesop brand. Advisors' Opinion:
  • [By Harry Suhartono]

    Brazil�� Ibovespa rose for a third day as traders pared bets on higher borrowing costs in Brazil, boosting the outlook for companies that sell in the local market. B2W Cia. Digital led gains among retailers, with Lojas Americanas SA (LAME3) and Natura Cosmeticos SA (NATU3) also trading higher. Petrochemicals producer Braskem SA (BRKM5) was the worst performer on the equity gauge after O Estado de S.Paulo reported Petroleo Brasileiro SA (PETR4) is seeking to raise prices of naphtha sold to the company by 5 percent.

Best Consumer Stocks To Own For 2014: PureSafe Water Systems Inc (PSWS)

PureSafe Water Systems, Inc., incorporated on March 9, 1987, is engaged in the design and development of its technology to be used in the manufacture and sale of water purification systems both in and outside the United States. The Company�� PureSafe First Response Water System (PureSafe FRWS) is self-contained and purifies most types of contaminated fresh or service water, including seawater that may be found at a first response emergency site. This system is mobile, by helicopter or transported by truck.

The PureSafe FRWS utilizes its technology which consists of water extraction boom that extracts water from the ocean, streams, ponds, pools of floodwater or a failed municipal distribution system. The extracted water is then treated by the application of advanced water treatment technologies which employ multiple stage filtration, multiple stage sanitation (including ozone, chlorine and ultraviolet purification techniques), reverse osmosis membranes, mineralization and final polishing to meet the standard drinking water requirements of the United States Environmental Protection Agency (the EPA). Its 2nd prototype (FRWS unit) unit can produce EPA compliant drinking from contaminated fresh or surface water at the rate of 30,000 gallons per day, to provide drinking water to 45,000 people. The unit has a built in generator and water bagging capability at the rate of 30,000 and a half liters bags of water per day

The Company competes with GE, Siemens, Severn Trent, Ecospheres Technology, Lenntech, Testa/Viwa, Lifekeeper, Mobile MaxPure, Bi Pure Water, Rodi, Global Water Group, Nirosoft, LifeStream, and Aquapura Tempest.

Advisors' Opinion:
  • [By John Udovich]

    Small cap Sodastream International Ltd (NASDAQ: SODA), an Israeli based developer, manufacturer and marketer of�home beverage carbonation systems, has attracted its share of hype over both its products and its stock, but could other small cap water stocks like Primo Water Corporation (NASDAQ: PRMW), Puresafe Water Systems Inc (OTCMKTS: PSWS) and Alkaline Water Company Inc (OTCBB: WTER) attract a similar following? After all, Sodastream International has managed to create a significant amount of buzz from consumers, investors and even short sellers because it�� the�world's largest manufacturer, distributor and marketer of home carbonation systems as its�brands are sold in over 60,000 retail stores in 45 countries. Sodastream International is also up 45.7% since the start of the year, up 70.2% over the past year and up 99.3% since November 2010, but shares did spike up to the $75 level in the middle of 2011 and now trade at the $63 level.

Best Consumer Stocks To Own For 2014: JAKKS Pacific Inc.(JAKK)

JAKKS Pacific, Inc. designs, produces, markets, and distributes toys and consumer products worldwide. The company offers traditional toys and electronics, such as action figures and accessories, including licensed characters under Pokemon name; toy vehicles and accessories under Road Champs, Fly Wheels, and MXS names; electronics products under EyeClops Bionic Eye, Laser Challenge, and Plug It In & Play TV Games names; dolls and accessories, including small and large dolls, fashion dolls, and baby dolls under Disney Princess, Disney Fairies, Cabbage Patch Kids, Taylor Swift, Fancy Nancy, Hello Kitty, Graco, and Fisher Price names; private label products; pet products, including toys, consumables, and accessories under American Kennel Club and The Cat Fanciers? Association; and vehicles, play sets, plush products, construction toys, and infant and pre-school toys. It also offers role play, novelty, and seasonal toys, including food play and activity kits under Girl Gourmet, Creepy Crawlers, and BloPens names; role-play, dress-up, pretend play, and novelty products for boys and girls under Black & Decker, McDonald?s, Dirt Devil, Disney Princess, Disney Fairies, Barbie, and Dora the Explorer names; indoor and outdoor kids? furniture, activity trays, tables and room d Advisors' Opinion:

  • [By Roberto Pedone]

    One under-$10 toy player that's trending very close to triggering a major breakout trade is Jakks Pacific (JAKK), which is a producer and marketer of children's toys and other consumer products. This stock has been destroyed by the bears so far in 2013, with shares off sharply by 60%.

    If you take a look at the chart for Jakks Pacific, you'll notice that this stock has been downtrending badly for the last two months and change, with shares plunging from its high of $11.75 to its recent low of $4.82 a share. During that downtrend, shares of JAKK have been consistently making lower highs and lower lows, which is bearish technical price action. That said, shares of JAKK look like they might be ready to see an end to its downside volatility in the short-term if the recent lows can hold. I believe this due to the fact that JAKK has started to move sideways and trend within range of triggering a major breakout trade.

    Traders should now look for long-biased trades in JAKK if it manages to break out above some near-term overhead resistance levels at $5.08 to $5.27 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 695,817 shares. If that breakout triggers soon, then JAKK will set up to re-test or possibly take out its next major overhead resistance levels at $5.68 to its 50-day moving average at $6.07 a share. Any high-volume move above its 50-day will then put $7 to $8 into range for shares of JAKK.

    Traders can look to buy JAKK off weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $4.87 to $4.82 a share. One can also buy JAKK off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Sean Williams]

    JAKKS Pacific (NASDAQ: JAKK  ) shares, for instance, were massacred last week after it lowered its full-year sales guidance by more than 10%, revised its full-year forecast from a modest profit to a hefty loss, and suspended its quarterly dividend indefinitely. Without its Pokemon licensing, JAKKS is struggling to find new sources of revenue growth.

  • [By Rick Munarriz]

    Shares of JAKKS Pacific (NASDAQ: JAKK  ) shed roughly a third of their value today after the company posted disappointing quarterly results and nixed its quarterly dividend.

  • [By Chandan Dubey]

    Background: Jakks Pacific (JAKK) is a company which I started following after it was suggested as a special situation by Adib Motiwala [gurufocus]. Oaktree Capital approached Jakks with an interest to acquire it at $20 a share. The company was trading at around $15 at that time. In September 2011, Oaktree went public with the offer but Jakks management adopted poison pill in an attempt to rebuff the plan [bloomberg]. The company now trades at $5 and change. The question is, is it cheap enough to buy?

Top Paper Stocks To Own For 2015

Dr. Daniel Kahneman, winner of the 2002 Nobel Prize in economics, joins us to discuss his book Thinking, Fast and Slow.�

In this video segment, Kahneman explains two types of thinking in terms a newsroom filled with reporters and an overworked editor. Who determines the content of your "newspaper"? The full version of the interview can be seen here.�A transcript follows the video.

Morgan Housel: Let's talk a little about your book, Thinking, Fast and Slow. The theme throughout the book is that there are two types of thinking, fast and slow; System 1 and System 2. Tell me about the difference between the two.

Daniel Kahneman: Fast thinking is, I think, most of the way that we think. It's what your memory delivers to you. You start talking, and you talk. You don't have to deliberate about one word and then the other. You walk. You don't deliberate and decide to put one foot in front of the other.

Most of what we do sort of comes automatically. Most of what we do is highly skilled and emotional -- some of it is emotional, much of it is highly skilled -- and all of that is automatic. There's just an awful lot of automatic stuff that goes on.

Top Paper Stocks To Own For 2015: Boise Inc (BZ)

Boise Inc., incorporated on February 1, 2007, is a manufacturer of packaging and paper products, including corrugated containers and sheets, containerboard, protective packaging products, imaging papers for the office and home, printing and converting papers, label and release papers, newsprint and market pulp. The Company operates in the United States, Europe, Mexico, and Canada. The Company operates in three segments: Packaging, Paper, and Corporate and Other. The Company�� newsprint is sold primarily to newspaper publishers in the southern and southwestern the United States. During the year ended December 31, 2012, approximately 38% of the Company�� uncoated freesheet paper was sold to OfficeMax Incorporated, its customer.

Packaging

In the Packaging segment, the Company manufactures and sells linerboard, containerboard, corrugated containers and sheets, protective packaging products, and newsprint. Linerboard is a paperboard, which when combined with corrugating medium is used in the manufacture of corrugated sheets and containers. Corrugated sheets are containerboard sheets that are sold primarily to converters that produce a variety of corrugated products. Corrugated containers are corrugated sheets that have been fed through converting machines to create containers, which are used in the packaging of fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. Stock boxes are corrugated containers manufactured to pre-set dimensions.

Protective packaging products include multi-material customized packaging solutions, which may utilize kraft paper-based honeycomb corrugated packaging, foamed plastics, and air pocket packing materials Newsprint is a paper commonly used for printing newspapers, other publications, and advertising material. During the year ended December 31, 2012, its Packaging segment produced approximately 613,000 short tons of linerboard, and its Paper segment produced approximately 135,000 short tons! of corrugating medium. It manufactures linerboard and newsprint on two machines at its mill in DeRidder, Louisiana. It also manufactures corrugated containers and sheets and protective packaging products at 26 plants located in North America and Europe.

Paper

In its Paper segment, the Company manufactures and sells three general categories of products: communication-based papers; packaging-based papers, and market pulp. Its communication-based papers include cut-size office papers, and printing and converting papers. Its Packaging-Demand-Driven Papers include Label and release papers, Flexible packaging papers, and Corrugating medium. Printing and converting papers are used by commercial printers or converters to manufacture envelopes, forms, and other commercial paper products.

Its packaging-based papers include label and release papers and corrugating medium. The Label and release papers include label facestocks, as well as release liners. The coated and uncoated papers sold to customers create packaging products for food and nonfood applications. Market pulp is sold to customers in the open market for use in the manufacture of paper products. The Company manufactures its Paper segment products at three mills, all located in the United States.

Corporate and Other

The Company�� Corporate and Other segment includes transportation assets, such as rail cars and trucks, which it uses to transport its products from its manufacturing sites. The Company provides transportation services not only to its own facilities but also, on a limited basis, to third parties. Rail cars and trucks are typically leased.

The Company competes with International Paper Company, Rock-Tenn Company, Georgia-Pacific LLC, Packaging Corporation of America, Longview Fibre Paper, Packaging, Inc, Green Bay Packaging Inc., KapStone Paper, TexCorr, L.P., Resolute Forest Product, SP Newsprint Co. and Domtar Corporation.

Advisors' Opinion:
  • [By David Sterman]

    That was precisely the rationale behind Packaging Corp. of America's (NYSE: PKG) just-announced $2 billion (in cash and assumed debt) acquisition of rival Boise (NYSE: BZ). The deal will create a $6 billion (in sales) behemoth in the cardboard box industry.

  • [By Paul Ausick]

    Stocks on the move: Boise Inc. (NYSE: BZ) is up 26% at $12.55 following the company�� acquisition by Packaging Corporation of America Inc. (NYSE: PKG) for $12.55 a share ($1.28 billion). Omeros Corp. (NASDAQ: OMER) is up 68.2% at $8.56 following an analyst upgrade. Northern Dynasty Minerals Ltd. (NYSEArca: NAK) is down 33.3% at $1.48 following an announcement from Anglo American plc that it was withdrawing from a massive copper mining project in Alaska.

  • [By Ben Levisohn]

    Packaging Corp. of America�(PKG) has jumped 6.3% to $57.99 after it said it would buy Boise (BZ) for $1.28 billion. Boise has gained 26% to $12.55.

  • [By Sue Chang]

    PCA, the Packaging Corp. of America (PKG) ,�is likely to post third-quarter earnings of 89 cents a share. The company said last month it would buy Boise Inc. (BZ) �for $12.55 a share, or about $1.28 billion in total. The deal is expected to close in the fourth quarter. Lake Forest, Ill.-based PCA makes a wide line of linerboard and corrugated paper packaging products at four mills and 71 plants, according to its website.

Top Paper Stocks To Own For 2015: Domtar Corp (UFS)

Domtar Corporation, incorporated on August 16, 2006, designs, manufactures, markets and distributes a range of fiber-based products, including communication papers, specialty and packaging papers and adult incontinence products. The Company operates in three business segments: Pulp and Paper, Distribution and Personal Care. Its Pulp and Paper segment consists of the manufacturing, sale and distribution of communication, specialty and packaging papers, as well as softwood, fluff and hardwood market pulp. The Company�� Distribution segment includes the purchasing, warehousing, sale and distribution of its paper products and those of other manufacturers. These products include business and printing papers, certain industrial products and printing supplies. Its Personal Care segment consists of the manufacturing, sale and distribution of adult incontinence products.The Company is an integrated marketer and manufacturer of uncoated freesheet paper in North America for a variety of customers, including merchants, retail outlets, stationers, printers, publishers, converters and end-users. The Company produces incontinence care products marketed primarily under the Attends brand. The Company owns and operates Ariva. On May 10, 2012, the Company acquired EAM Corporation. In June 2013, the Company announced the completion of its acquisition of Xerox Corp paper and print media products business in the United States and Canada. In July 2013, Domtar Corp announced that completion of the acquisition of Associated Hygienic Products (AHP) from DSG International. In January 2014, the Company acquired Laboratorios Indas, SAU.

Pulp and Paper

The Company produces 4.2 million metric tons of hardwood, softwood and fluff pulp at 12 of its 13 mills. The majority of its pulp is consumed internally to manufacture paper and consumer products, with the balance being sold as market pulp. The Company also purchases papergrade pulp from third parties. The Company has 10 pulp and paper mills (eight in the! United States and two in Canada), with an annual paper production capacity of approximately 3.4 million tons of uncoated freesheet paper. Its paper manufacturing operations are supported by 15 converting and distribution operations, including a network of 12 plants located offsite of its paper making operations. In addition, it has forms manufacturing operations at three offsite converting and distribution operations. Approximately 81% of its paper production capacity is in the United States, and the remaining 19% is located in Canada.

The Company produces market pulp in excess of its internal requirements at its three non-integrated pulp mills in Kamloops, Dryden, and Plymouth, as well as at its pulp and paper mills in Espanola, Ashdown, Hawesville, Windsor, Marlboro and Nekoosa. The Company sells approximately 1.6 million metric tons of pulp per year depending on market conditions. Approximately 50% of its trade pulp production capacity is in the United States, and the remaining 50% is located in Canada. The fiber used by its pulp and paper mills in the United States is hardwood and softwood, both being readily available in the market from multiple third-party sources. The fiber used at its Windsor pulp and paper mill is hardwood originating from a variety of sources, including purchases on the open market in Canada and the United States, contracts with Quebec wood producers��marketing boards, public land where it has wood supply allocations and from its private lands. The softwood and hardwood fiber for its Espanola pulp and paper mill and the softwood fiber for its Dryden pulp mill, is obtained from third parties, directly or indirectly from public lands, through designated wood supply allocations for the pulp mills. The fiber used at the Company�� Kamloops pulp mill is all softwood, originating from third-party sawmilling operations in the southern-interior part of British Columbia.

The Company uses various chemical compounds in its pulp and paper manufacturing facili! ties that! it purchases, primarily on a central basis, through contracts. For pulp manufacturing, it uses numerous chemicals, including caustic soda, sodium chlorate, sulfuric acid, lime and peroxide. For paper manufacturing, it also uses several chemical products, including starch, precipitated calcium carbonate, optical brighteners, dyes and aluminum sulfate. It owns power generating assets, including steam turbines, at all of its integrated pulp and paper mills, as well as hydro assets at four locations: Espanola, Ottawa-Hull, Nekoosa and Rothschild. The Company�� business papers include copy and electronic imaging papers, which are used with ink jet and laser printers, photocopiers and plain-paper fax machines, as well as computer papers, preprinted forms and digital papers. These products are primarily for office and home use. The Company�� commercial printing and publishing papers include uncoated freesheet papers, such as offset papers and opaques. These uncoated freesheet grades are used in sheet and roll fed offset presses across the spectrum of commercial printing end-uses, including digital printing. Its publishing papers include tradebook and lightweight uncoated papers used primarily in book publishing applications, such as textbooks, dictionaries, catalogs, magazines, hard cover novels and financial documents. Design papers, a sub-group of commercial printing and publishing papers, have features of color, brightness and texture and are targeted towards graphic artists, design and advertising agencies, primarily for special brochures and annual reports. These products also include base papers that are converted into finished products, such as envelopes, tablets, business forms and data processing/computer forms.

The Company also produces paper for several specialty and packaging markets. These products consist primarily of base stock for thermal printing, flexible packaging, food packaging, medical gowns and drapes, sandpapers backing, carbonless printing, labels and other coating a! nd lamina! ting applications. The Company also manufactures papers for industrial and specialty applications, including carrier papers, treated papers, security papers and specialized printing and converting applications. The Company sells business papers primarily to paper stationers, merchants, office equipment manufacturers and retail outlets. The Company distributes uncoated commercial printing and publishing papers to end-users and commercial printers, mainly through paper merchants, as well as selling directly to converters. The Company sells its specialty and packaging papers mainly to converters, who apply a further production process, such as coating, laminating, folding or waxing to its papers before selling them to a variety of specialized end-users.

Distribution

The Company's Distribution business involves the purchasing, warehousing, sale and distribution of the Company's various products and those of other manufacturers. These products include business, printing and publishing papers and certain packaging products. These products are sold to diverse customer base, which includes small, medium and large commercial printers, publishers, quick copy firms, catalog and retail companies and institutional entities. The Company's Distribution business operates in the United States and Canada under a single banner and umbrella name, Ariva. Ariva operates throughout the Northeast, Mid-Atlantic and Midwest areas from 16 locations in the United States, including 12 distribution centers serving customers across North America.

Personal Care

The Company's Personal Care business sells and manufactures adult incontinence products and distributes disposable washcloths marketed primarily under the Attends brand name. The Company is a supplier of adult incontinence products sold into North America and Northern Europe, selling to hospitals (acute cares) and nursing homes (long-term care) and the Company has a growing presence in the homecare and retail channels. The C! ompany op! erates two manufacturing facilities, with each having the ability to produce multiple product categories. The Company also has a research and development facility and production lines which manufacture high quality airlaid and ultrathin laminated absorbent cores.

Advisors' Opinion:
  • [By Rich Smith]

    On Wednesday, Xerox announced that it has received a binding offer from French paper company Antalis to buy Xerox's European paper and�print media�products business. This follows Xerox's March announcement that it had agreed to sell its U.S. and Canadian paper operations to Canada's Domtar (NYSE: UFS  ) .

Best Performing Stocks For 2015: Bemis Company Inc (BMS)

Bemis Company, Inc., incorporated on May 18, 1885, is a manufacturer of packaging products and pressure sensitive materials. The Company's business activities are organized around its three reportable business segments, U.S. Packaging , Global Packaging and Pressure Sensitive Materials. The majority of the Company�� products are sold to customers in the food industry. Other customers include companies businesses, such as chemical, agribusiness, medical, pharmaceutical, personal care, electronics, automotive, construction, graphic industries and other consumer goods. In July 2013, Bemis Company Inc acquired all of the common stock of Foshan New Changsheng Plastics Films Co., LTD.

The Company�� flexible packaging businesses has a technical base in polymer chemistry, film extrusion, coating, laminating, printing, and converting. The Company�� pressure sensitive materials business specializes in adhesive technologies. On August 22, 2012, the Company acquired two flexible packaging businesses in Australia and New Zealand.

U.S. Packaging segment

The U.S. Packaging segment represents all food, consumer, and industrial products packaging-related manufacturing operations located in the United States. This segment manufactures multilayer polymer, blown and cast film structures to produce packaging sold for food and personal care product applications as well as non-food applications. Additional products include custom thermoformed packaging, and multiwall paper bags. Markets for these products include processed and fresh meat, liquids, frozen foods, cereals, snacks, cheese, coffee, condiments, candy, pet food, bakery, seed, lawn and garden, tissue, fresh produce, personal care and hygiene, disposable diapers, agribusiness, and minerals. This segment has 35 manufacturing plants located in 16 states, of which 32 are owned directly by the Company or its subsidiaries and three are leased from outside parties.

Global Packaging segment

The ! Global Packaging segment includes all packaging-related manufacturing operations located outside of the United States as well as global medical device and pharmaceutical packaging manufacturing operations. This segment manufactures multilayer polymer, blown and cast film structures to produce packaging sold for a variety of food, medical, pharmaceutical, personal care, and industrial applications. Additional products include injection molded plastic and folding carton packaging. Markets for these products include processed and fresh meat, liquids, snacks, cheese, coffee, condiments, candy, bakery, tissue, fresh produce, personal care and hygiene, disposable diapers, agribusiness, pharmaceutical, and medical devices. This segment has 32 manufacturing plants located in three United States, the Commonwealth of Puerto Rico, and ten non-United States countries, of which 26 are owned directly by the Company or its subsidiaries and six are leased from outside parties.

Pressure Sensitive Materials segment

The Pressure Sensitive Materials segment is a global manufacturer of pressure sensitive adhesive coated paper and film substrates sold into label, graphic, and technical product markets. Products for label markets include narrow-Web rolls of pressure sensitive paper, film, and metalized film printing stocks used in high-speed printing and die-cutting. Products for graphic markets include pressure sensitive films used for decorative signage through computer-aided plotters, digital and screen printers, and photographic overlaminate and mounting materials including optically clear films with built-in ultraviolet (UV) inhibitors. Products for technical markets include micro-thin film adhesives used in delicate electronic parts assembly and pressure sensitive applications utilizing foam and tape based stocks to perform fastening and mounting functions. This segment has seven manufacturing plants located in three states and two non-United States countries, all of which are owned directly b! y the Com! pany or its subsidiaries.

The Company competes with Amcor Limited, Berry Plastics Corporation, Bryce Corporation, Exopack Company, Hood Packaging Corporation, Printpack, Inc., Sealed Air Corporation, Sonoco Products Company, Wihuri OY, Winpak ltd, 3M, Acucote, Inc., Avery Dennison Corporation, FLEXcon Corporation, Green Bay Packaging Inc., Ricoh Company, Ltd., Ritrama Inc., Spinnaker Industries, Inc., Technicote Inc., UPM-Kymmene Corporation, and Wausau Coated Products Inc.

Advisors' Opinion:
  • [By The Part-time Investor]

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

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

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

  • [By Jessica Alling]

    Leaders and laggards
    Merck (NYSE: MRK  ) is at the top of the class this morning with a 5.19% gain following some extremely encouraging news about its latest experimental drug,�lambrolizumab. Aimed at unleashing the powers of a patient's own immune system, the drug disables the immune system cells' prevention method that curbs its attack on cancer cells -- a protein called the programmed death 1 receptor, or PD-1. Merck's drug has shown a 38% rate in tumor reduction in patients with advanced melanoma, and up to 52% in patients who received the highest dosage of the drug. Though the patients have not undergone the trial for a long enough period yet, the results are attracting attention for matching the current treatments from two Bristol-Meyers Squibb (NYSE: BMS  ) drugs, Yervoy and nivolumab, with potentially milder side effects. The news is great for Merck investors, as the company has only played a small part in oncology treatments to date.

  • [By Rich Duprey]

    Looking to increase its presence and market share in Asia, specialty packaging maker Bemis (NYSE: BMS  ) announced today it was acquiring a Chinese manufacturer of specialty films, Foshan New Changsheng Plastics Films.�

Top Paper Stocks To Own For 2015: International Paper Co (IP)

International Paper Company (International Paper), incorporated on June 23, 1941, is a global paper and packaging company, with primary markets and manufacturing operations in North America, Europe, Latin America, Russia, Asia and North Africa. The Company operates in four segments: Industrial Packaging, Printing Papers, Consumer Packaging and Distribution. As of December 31, 2012, in the United States, the Company operated 28 pulp, paper and packaging mills, 187 converting and packaging plants, 18 recycling plants and three bag facilities. Production facilities as of December 31, 2012 in Europe, Asia, Latin America and South America included 11 pulp, paper and packaging mills, 65 converting and packaging plants, and two recycling plants. It distribute printing, packaging, graphic arts, maintenance and industrial products principally through over 88 distribution branches in the United States and 32 distribution branches located in Canada, Mexico and Asia. As of December 31, 2012, it owned or managed approximately 327,000 acres of forestland in Brazil and had, through licenses and forest management agreements, harvesting rights on government-owned forestlands in Russia. On July 2, 2012, it sold Ontario and Oxnard (Hueneme), California containerboard mills to New-Indy Containerboard LLC, and its New Johnsonville, Tennessee containerboard mill to Hood Container Corporation. On January 3, 2013, it acquired joint venture partner, Sabanci Holding.

Industrial Packaging

International Paper is a manufacturer of containerboard in the United States. Its production capacity is about 14 million tons annually. The Company�� products include linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft. About 80% of its production is converted domestically into corrugated boxes and other packaging by its 178 United States container plants. In addition, it recycles approximately one million tons of old corrugated containers (OCC) and mixed and white paper through ! our 20 recycling plants. In Europe, our operations include one recycled fiber containerboard mill in Morocco and 20 container plants in France, Italy, Spain, and Morocco. In Asia, its operations include 19 container plants in China and additional container plants in Indonesia, Malaysia, Singapore, and Thailand. Its container plants are supported by regional design centers, which offer total packaging solutions and supply chain initiatives.

Printing Papers

International Paper is a producer of printing and writing papers. Products in this segment include uncoated and coated papers, uncoated bristols and pulp. This business produces papers for use in copiers, desktop and laser printers and digital imaging. End use applications include advertising and promotional materials, such as brochures, pamphlets, greeting cards, books, annual reports and direct mail. Uncoated papers also produce a variety of grades that are converted by its customers into envelopes, tablets, business forms and file folders. Uncoated papers are sold under private label and International Paper brand names that include Hammermill, Springhill, Williamsburg, Postmark, Accent, Great White, Chamex, Ballet, Rey, Pol and Svetocopy. The mills producing uncoated papers are located in the United States, France, Poland, Russia, Brazil and India. The mills have uncoated paper production capacity of approximately five million tons annually.

Pulp products include fluff, and southern softwood pulp, as well as southern and birch hardwood paper pulps. These products are produced in the United States, France, Poland, Russia, and Brazil and are sold around the world. International Paper facilities have annual dried pulp capacity of about 1.7 million tons.

Consumer Packaging

International Paper is a producer of solid bleached sulfate board with annual United States production capacity of about 1.7 million tons. Its coated paperboard business produces coated paperboard for a variety of packag! ing and c! ommercial printing end uses. Its Everest, Fortress, and Starcote brands are used in packaging applications for everyday products, such as food, cosmetics, pharmaceuticals, computer software and tobacco products. Its Carolina brand is used in commercial printing end uses, such as greeting cards, paperback book covers, lottery tickets, direct mail and point-of-purchase advertising. Its United States capacity is supplemented by about 365,000 tons of capacity at its mills producing coated board in Poland and Russia and by its International Paper & Sun Cartonboard Co., Ltd. joint venture in China, which has annual capacity of 1.0 million tons. Its Foodservice business produces cups, lids, food containers and plates through three domestic plants and four international facilities.

Distribution

xpedx, the Company�� North American merchant distribution business, distributes products and services to a number of customer markets, including commercial printers with printing papers and graphic pre-press, printing presses and post-press equipment; building services and away-from-home markets with facility supplies; manufacturers with packaging supplies and equipment, and to a number of customers, it provides distribution capabilities, including warehousing and delivery services. xpedx is the wholesale distribution marketer in these customer and product segments in North America, operating 108 warehouse locations in the United States and Mexico.

Advisors' Opinion:
  • [By James Oberweis]

    First, call centers are moving en masse from traditional PBX-based systems to cutting edge Internet-based (IP) systems.

    Second, communications systems are shifting to the cloud, with market growth of 18% for hosted systems, versus 2% for on-premise systems.

  • [By John McCamant, Editor, Medical Technology Stock Letter]

    SGMO continues to create strong intellectual property (IP), which is the core strength of the company. We also expect SGMO to continue translating their strong IP into solid revenue streams.

  • [By Dr. Duru]

    The U.S. Postal Service is engaged in a well-publicized battle for survival in this era of digitization. With the closure of its paper mill in Courtland, Alabama, International Paper (IP) has further underlined the inexorable drive of digitization. On September 11, 2013, IP announced the following:

  • [By Anna Prior]

    International Paper Co.(IP) said Tuesday its board approved an expansion of the company’s existing share-repurchase program by as much as $1.5 billion.

Top Paper Stocks To Own For 2015: Berry Plastics Group Inc (BERY)

Berry Plastics Group, Inc. (Berry), incorporated on November 18, 2005, is a provider of plastic consumer packaging and engineered materials. Berry owns 100% interest of Berry Plastics Corporation. Berry sells its solutions predominantly into end markets, such as food and beverage, healthcare and personal care. The Company operates in three segments: Rigid Packaging, Engineered Materials and Flexible Packaging. As of September 19, 2012, the Company supplied its customers through 82 manufacturing facilities throughout the United States (68 locations) and select international locations (14 locations). In June 2012, the Company acquired 100% interest of Frans Nooren Beheer B.V. and its operating companies (Stopaq). In September 2011, the Company acquired 100% interests of Rexam Closures Kentucky Inc., Rexam Delta Inc., Rexam Closures LLC, Rexam Closure Systems LLC, Rexam de Mexico S. de R.L. de C.V., Rexam Singapore PTE Ltd., Rexam Participacoes Ltda. and Rexam Plasticos do Brasil Ltda. (collectively, Rexam SBC). In August 2011, Berry acquired 100% interest of LINPAC Packaging Filmco, Inc.

Rigid Packaging

The Company�� Rigid Packaging business consists of containers, foodservice items, house wares, closures, over caps, bottles, prescription vials, and tubes. The end uses for these products are consumer-oriented end markets, such as food and beverage, retail mass marketers, healthcare, personal care and household chemical. The Company manufactures a collection of container products. The Company produces 32 ounce or thermoformed polypropylene (PP) drink cups and offers a product line with sizes ranging from 12 to 52 ounces. The Company�� products of house wares market is focused on producing semi-disposable plastic home and party and plastic garden products. The Company produces closures and over caps across several of its product lines, including continuous-thread and child-resistant closures, as well as aerosol over caps. The Company also provides a range of custom closure ! solutions including fitments and plugs for medical applications, cups and spouts for liquid laundry detergent, and dropper bulb assemblies for medical and personal care applications.

The Company competes with Airlite, Letica, Polytainers, Silgan, Aptar Group and Reynolds.

Engineered Materials

Berry�� Engineered Materials business primarily consists of pipeline corrosion protection solutions, specialty tapes and adhesives, polyethylene-based film products, and can liners served to a variety of end markets including oil, water and gas infrastructure, industrial and consumer-oriented end markets. The Company produces anti-corrosion products to infrastructure, rehabilitation and pipeline projects throughout the world. Products include heat-shrinkable coatings, single- and multi-layer sleeves, pipeline coating tapes, anode systems for cathodic protection and epoxy coatings. These products are used in oil, gas and water supply and construction applications.

Berry is the manufacturer of cloth and foil tape products. Other tape products include range of splicing and laminating tapes, flame-retardant tapes, vinyl-coated and carton sealing tapes, electrical, double-faced cloth, masking, mounting, original equipment manufacturer (OEM) medical and specialty tapes. These products are sold under the National, Nashua and Polyken brands in the United States. The Company manufactures and sells a portfolio of PE-based film products to end users in the retail markets. These products are sold under brands, such as Ruffies and Film-Gard. Its products include drop cloths and retail trash bags. The Company manufactures customized PP-based, woven and sewn containers for the transportation and storage of raw materials, such as seeds, titanium dioxide, clay and resin pellets.

The Company offers range of polyvinyl chloride (PVC) meat film and agricultural film. Berry�� products are used primarily to wrap fresh meats, poultry and produce for supermarket applic! ations. I! n addition, the Company offers a line of boxed products for food service and retail sales. Berry sells trash-can liners and food bags for offices, restaurants, schools, hospitals, hotels, municipalities and manufacturing facilities. The Company also sells products under the Big City, Hospi-Tuff, Plas-Tuff, Rhino-X and Steel-Flex brands. The Company produces both hand and machine-wrap stretch films, which are used by end users to wrap products and packages for storage and shipping. It sells stretch film products to distributors and retail and industrial end users under the MaxTech and PalleTech brands.

The Company competes with AEP, Sigma and 3M.

Flexible Packaging

The Company�� Flexible Packaging business consists of barrier, multilayer film products, as well as finished flexible packages, such as printed bags and pouches. Berry manufactures and sells a range of film products ranging from mono layer to coextruded films having up to nine layers, lamination films sold primarily to flexible packaging converters and used for peelable lid stock, stand-up pouches, pillow pouches and other flexible packaging formats. The Company also manufactures barrier films used for cereal, cookie, cracker and dry mix packages that are sold directly to food manufacturers like Kraft and Pepsico. It also manufactures films for industrial applications ranging from lamination film for carpet padding to films used in solar panel construction.

The Company supplies component and packaging films used for personal care applications. Berry is a converter of printed bags, pouches and roll stock. Its manufacturing base includes integrated extrusion that combines with printing, laminating, bagmaking, Innolok and laser-score converting processes. The Company is a supplier of printed film products for the fresh bakery, tortilla and frozen vegetable markets with brands, such as SteamQuick Film, Freshview bags and Billboard. The Company manufactures specialty coated and laminated produ! cts for a! range of packaging applications. Its products are sold under the MarvelGuard and MarvelSeal brands and are sold to converters who transform them into finished goods.

The Company competes with Printpak, Tredegar and Bemis.

Advisors' Opinion:
  • [By Bryan Murphy]

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

Top Paper Stocks To Own For 2015: CenturyLink Inc.(CTL)

CenturyLink, Inc., together with its subsidiaries, operates as an integrated communications company. The company provides a range of communications services, including voice, Internet, data, and video services in the continental United States. Its services include local exchange and long distance voice telephone services, as well as enhanced voice services, such as call forwarding, caller identification, conference calling, voicemail, selective call ringing, and call waiting; wholesale local network access services; and data services, including high-speed Internet access services, data transmission services over special circuits and private lines, and switched digital television services, as well as special access and private line services. The company also offers fiber transport, competitive local exchange carrier, security monitoring, and other communications, as well as professional and business information services. In addition, it provides other related services, such as leasing, selling, installing, and maintaining customer premise telecommunications equipment and wiring; payphone services; and network database services, as well as participates in the publication of local telephone directories. Further, the company offers printing, direct mail services, and cable television services; and wireless broadband Internet access services and satellite television services. As of December 31, 2010, it operated approximately 6.5 million telephone access lines. CenturyLink, Inc was founded in 1968 and is based in Monroe, Louisiana.

Advisors' Opinion:
  • [By Anders Bylund]

    So even after all the hacking and slashing, France Telecom's yield is orders of magnitude richer than American contemporaries AT&T (NYSE: T  ) and Verizon (NYSE: VZ  ) . It's fully comparable to the high-yield payouts of rural American telecoms such as CenturyLink (NYSE: CTL  ) and Windstream (NASDAQ: WIN  ) , but with the added bonus of growth plans in emerging markets. The French stock strikes a unique balance between generous yields, large-scale operations, and vibrant growth plans.

  • [By Ben Levisohn]

    We continue to view the dividend as the main attraction for Frontier shares, supported by FCF stability and limited near-term debt maturities. While the copper-based telephone business is largely in decline, there is a significant growth opportunity to increase share in acquired Verizon properties that Frontier management appears to have begun monetizing. Our target price implies 5.7x 2014E EBITDA and an 8% dividend yield, which we find attractive versus CenturyLink (CTL) at 5.5x with a 6.5% yield.