Sunday, April 19, 2015

Hot US Stocks To Own For 2014

The Motley Fool's readers have spoken, and I have heeded your cries. After months of pointing out�CEO gaffes�and faux pas, I've decided to make it a weekly tradition to also point out corporate leaders who are putting the interests of shareholders and the public first and are generally deserving of praise from investors. For reference, here's�my previous selection.

This week, we'll take a trip overseas and highlight the incredible generosity of Next (LSE: NXT  ) CEO Simon Wolfson.

Kudos to you, Mr. Wolfson
It has been a pretty ugly past week across the sea in the United Kingdom. Credit ratings agency Fitch downgraded the U.K.'s credit rating to AA+ last week �following a growth forecast reduction to just 0.6% this year from the Chancellor of the Exchequer. It's proof in the pudding that Europe's debt problems won't exclude Britain, and that growth in the region will come at a premium for potentially the next couple of years.

Despite these woes, Simon Wolfson's Next, the largest department store chain in the U.K., and the second-largest apparel company in the U.K, has excelled. In late March, Next reported that its pre-tax profits grew 9%, which topped analysts' projections by approximately $2 million. Furthermore, analysts in the region estimate that Next is taking market share from its rivals by carefully balancing the sale of discounted merchandise with full-priced items. Given that the pound has fallen against the U.S. dollar this year, it's allowed Next to refrain from raising its prices and given shoppers even more incentive to purchase apparel and other household goods.

5 Best Defense Stocks To Watch For 2015: Energy and Minerals Australia Ltd (EMA)

Energy & Minerals Australia Limited is an Australia-based uranium exploration and development company. During the fiscal year ended June 30, 2012 (fiscal 2012), the Company continued with exploration and development of its tenement package and progression of development studies on the Mulga Rock project. The Company operates one business segment: exploration. The activities undertaken by the exploration segment includes the exploration on tenements in Western Australia and scoping study activities on the Mulga Rock project. The Mulga Rock project is located about 250 Kilometer northeast of Kalgoorlie. The Mulga Rock Deposits (MRD) comprises four separate deposits being: Ambassador, Emperor ,Shogun and the Princess Deposit, The Company holds over 900 square kilometers of land surrounding the MRD. Narnoo Mining Pty Ltd, a wholly owned subsidiary of the Company , is the registered holder of exploration licenses numbered E39/876 and E39/877. Advisors' Opinion:
  • [By Tom Aspray, Senior Editor, MoneyShow.com]

    To calculate the Mass Index:

    Calculate a nine-day exponential moving average (EMA) of the difference between the high and low prices. Calculate a nine-day exponential moving average of the moving average calculated in Step 1. Divide the moving average calculated in Step 1 by the moving average calculated in Step 2. Total the values in Step 3 for the number of periods in the Mass Index (e.g., 25 days).

Hot US Stocks To Own For 2014: Precision Castparts Corporation(PCP)

Precision Castparts Corp. (PCC) manufactures and sells metal components and products worldwide. Its Investment Cast Products segment offers aerospace structural and airfoil castings; industrial gas turbine (IGT) castings; artificial hips and knees; parts for satellite launch vehicles; landing gear struts and engine inlets for unmanned aerial vehicles; impellers for pumps and compressors; components for armament systems; and alloys for other manufacturers of investment castings. The company?s Forged Products segment provides forged components for jet engines, including fan discs, compressor discs, turbine discs, seals, spacers, shafts, hubs, and cases; airframe structural components, such as landing gear beams, bulkheads, wing structures, engine mounts, struts, tail flaps, and housings; discs, spacers, and valve components for steam turbine and IGT engines; shafts, cases, and compressor and turbine discs for marine gas engines; mechanical and structural tubular forged produ cts for energy markets; and forged components for propulsion systems on nuclear submarines and aircraft carriers, as well as forgings for pumps, valves, and structural applications. PCC?s Fastener Products segment offers aerospace fasteners comprising bolts, nuts, nut plates, latches, expandable diameter fasteners, quick release pins, hydraulic fittings, bushings, inserts, collars, and other precision components. It also provides refiner plates and screen cylinders for the pulp and paper industry; metal-injection-molded and ThixoFormed components; grinder pumps and components for sewer systems; gas monitoring systems for the power generation industry; and thread-rolling and trimming dies, pins and steel, and carbide forging tools for fastener production. PCC sells its fastener products and services through a network of distributors and independent sales representatives, as well as through a direct sales and marketing staff. The company was founded in 1949 and is based in Por tland, Oregon.

Advisors' Opinion:
  • [By GURUFOCUS]

    Precision Castparts Corp. (1.6%) (PCP - $227.24 - NYSE)(PCP) is a manufacturer of investment castings and forgings, primarily for the aerospace and industrial gas turbine markets. The company also makes fasteners and industrial products for the automotive, aerospace, and general industrial markets. PCP is a strong cash flow generator, and we continue to believe the company will use its cash for acquisitions, such as the recently completed Titanium Metals Corporation. PCP's acquisition strategy centers on buying businesses within the company's core competencies, which include manufacturing component products for complex end users. The strategy also includes finding companies that have procurement or technologies similar to PCP's and similar customer profiles. These characteristics should provide opportunities for PCP to improve the acquired company's profitability, thereby enhancing PCP's earnings.

  • [By CanadianValue]

    The fiscal year of Precision Castparts (PCP) ends in March. Through the first nine months of the fiscal year, sales advanced 16% and EPS grew 18%. The company is on track to earn about $8.40 for fiscal 2012, up from $7.01 a year ago. Precision has deployed its prodigious cash flow on acquisitions. It created a new platform in aerospace structural components with the $800 million-acquisition of Primus International. In addition, it beefed up its fastener and forgings businesses with two small acquisitions and added to its technical capability in oil & gas pipes with two other acquisitions. The deal making in the oil patch paid off in September when it won a large order to supply specialty pipe to Saudi Aramco with a unique offering that allows customers to pump more oil in less time. Precision has since won an order even larger than the first. We expect more growth from Precision this year as Boeing and Airbus raise production rates. Despite last year�� activity, Precision still has more cash than debt on its balance sheet, giving it plenty of flexibility to make more acquisitions.

  • [By Chris Hill]

    Boeing's (NYSE: BA  ) 787 Dreamliner was back in the news (and not for good reasons), which is one reason we prefer Precision Castparts (NYSE: PCP  ) . Ulta Salon (NASDAQ: ULTA  ) names a new CEO. Tenet Healthcare (NYSE: THC  ) makes a big buy. And Facebook (NASDAQ: FB  ) is reportedly working on a news service for mobile devices. In this installment of Investor Beat, Andy and Jason discuss four stocks making big moves.

Hot US Stocks To Own For 2014: Airbus Group NV (EADSY)

Airbus Group NV, known as European Aeronautic Defence and Space Company EADS NV, is a Netherlands-based company active within the aerospace and defense sector. The Company manufactures aircrafts, helicopters, commercial space launch vehicles, missiles, satellites, defense systems and defense electronics, and offers services related to these activities. The Company oprates four divisions. The Airbus division comprises the Airbus Commercial and Airbus Military segments, which develop, manufacture, market and sell commercial jet aircrafts, military transport aircrafts and special mission aircrafts, among others. The Eurocopter division develops, markets and sells civil and military helicopters. The Astrium division develops, manufactures and sells satellites, orbital infrastructures and launchers, as well as provides space-related services. The Cassidian division develops, manufactures and sells missiles systems, military combat and training aircrafts, among others. Advisors' Opinion:
  • [By Rich Smith]

    So far this year, Boeing (NYSE: BA  ) says it has booked 1,229 "gross" orders for various configurations of its 737, 747, 777, and 787 airliners from a host of customers. Minus 161 orders canceled by customers, this leaves Boeing with 1,054 "net" orders for the year. But what about its archrival, Airbus (NASDAQOTH: EADSY  ) ?

Hot US Stocks To Own For 2014: China Eastern Airlines Corp Ltd (CEA)

China Eastern Airlines Corporation Limited (China Eastern), incorporated on April 14, 1985, is an air carriers operating in the People�� Republic of China. As of December 31, 2010, the Company served a route network that covers 182 domestic and foreign cities in 30 countries. It operates from Shanghai�� Hongqiao International Airport and Pudong International Airport. During the year ended December 31, 2010, its flights accounted for 52.2% and 37.9% of all the flight traffic at Hongqiao International Airport and Pudong International Airport, respectively. During 2010, it accounted for approximately 31.1% of the total passenger traffic volume and 19% of the total freight volume on routes to and from Shanghai. As of December 31, 2010, it had a fleet of 355 aircraft, including 337 passenger jets each with a seating capacity of over 100 seats and 18 freighters.

Passenger Operations

During 2010, the Company operated approximately 9,600 scheduled flights per week, excluding charter flights, serving a route network that covers 182 domestic and foreign cities in 30 countries. During 2010, its domestic routes generated approximately 71.5% of its passenger revenues. Its heavily traveled domestic routes link Shanghai to the commercial and business centers of the People�� Republic of China, such as Beijing, Guangzhou and Shenzhen. During 2010, it also operated approximately 361 flights per week to and from Hong Kong, originating from Shanghai and 16 major cities in eastern, northern and western the People�� Republic of China. During 2010, it operated approximately 103 flights per week between mainland China and Taiwan. During 2010, its regional routes accounted for approximately 5.4% of its passenger revenues. During 2010, it operated approximately 1,079 international flights per week, serving 60 cities in 29 countries, linking Shanghai to cities in Asian and Southeast Asian countries, such as Japan, Korea, India, Singapore, Thailand and Bangladesh and locations in Europe, the Un! ited States and Australia.

During 2010, the Company re-started its Shanghai to London and Shanghai to Moscow routes. During 2010, revenues derived from its operations on international routes accounted for approximately 23.2% of its passenger revenues. During 2010, revenues derived from its operations to and from Japan accounted for approximately 7.7% of its passenger revenues and approximately 33.4% of its international passenger revenues. Its international and regional flights and a portion of its domestic flights either originate or terminate in Shanghai, the central hub of its route network. Its operations in Shanghai are conducted at Hongqiao International Airport and Pudong International Airport. On March 16, 2010, it moved its operations at Hongqiao International Airport to the terminal two of Hongqiao International Airport. It operates its flights through three hubs located in eastern, northwestern and southwestern China, namely Shanghai, Xi��n and Kunming, respectively.

Cargo and Mail Operations

The Company�� cargo and mail business utilizes the same route network used by its passenger airline business. It carries cargo and mail on its freight aircraft, as well as in available cargo space on its passenger aircraft. Its cargo and mail routes are international routes. As of December 31, 2010, it had seven MD-11F, four B777F and two B757-200F freight aircraft under operating leases for cargo and mail operations. It also has three Airbus A300-600R aircraft, as well as two Boeing 747-400ER freighters for its cargo operations.

The Company competes with Air China Limited, China Southern Airlines Company Limited, Hong Kong Dragon Airlines Limited, Cathay Pacific Airways, Thai Airways International, Singapore Airlines, Delta Air Lines, United Airlines, American Airlines, Air Canada, Delta, Alitalia, Air France-KLM Group, Asiana Airlines, Korean Air, Virgin Atlantic Airways, British Airways, Lufthansa German Airlines, Aeroflot and Qantas Airways.

Advisors' Opinion:
  • [By Belinda Cao]

    The Bloomberg China-US Equity Index (CH55BN) of the most-traded Chinese companies in the U.S. slumped 3.4 percent last week to a seven-month low of 89.04. The gauge traded at 13.5 times estimated earnings, 3.6 percent below the S&P�� valuation, data compiled by Bloomberg show. China Southern Airlines Co. (ZNH) and China Eastern Airlines Corp. (CEA) lost more than 6 percent April 5, while Home Inns & Hotels Management Inc. (HMIN) tumbled 16 percent in the week.

Hot US Stocks To Own For 2014: Pharma-Bio Serv Inc (PBSV.PK)

Pharma-Bio Serv, Inc.( Pharma-Bio), incorporated on June 8, 2006, is a compliance and technology transfer services consulting firm with a laboratory testing facility, servicing the Puerto Rico, United States and Europe markets. The Company is engaged in providing technical compliance consulting service, and microbiological and chemical laboratory testing services primarily to the pharmaceutical, chemical, medical device and biotechnology industries. The Company�� operating segments include Puerto Rico technical compliance consulting, United States technical compliance consulting, Ireland technical compliance consulting and a Puerto Rico microbiological and chemical laboratory testing division (Lab). These segments provide services primarily to the pharmaceutical, chemical, medical device and biotechnology industries in their respective markets. As on April 30, 2012, the Company acquired 100% interest in its subsidiary, Pharma-IR.

The Company provides a broad range of compliance related consulting services. It also provides microbiological testing services and chemical testing services through its laboratory testing facility in Puerto Rico. It provides information technology consulting services and technical training/seminars. The Company offers services to its core industries already serviced as well as the cosmetic and food industries. The Company seeks opportunities in markets that could yield profitable margins using its professional consulting force and also provide services such as those performed by its microbiological testing laboratory facility, its information technology service division, Integratek, and its technical training division, Pharma Serv Academy.

The Company�� information technology services and consulting division based in Puerto Rico (Integratek) provides a variety of information technology services, such as Web pages and portals development, digital art design, intranets, extranets, software development including database integration, Window! s and Web applications development, software technical training and learning management systems, technology project management, and compliance consulting services, among others.

Advisors' Opinion:
  • [By The Specialist]

    Normally when one of my stocks reports its earnings results after hours on a Friday, I cringe in anticipation of a bad report. Normally Friday after hours is a time slot reserved for companies who have disappointing results to deliver and wish to stay off radar. Naturally, when I got the alert on a Friday afternoon that Pharma-Bio Serv (PBSV.PK) had just reported its earnings results, I had one eye shut when opening the press release, fearing what would be inside.

Hot US Stocks To Own For 2014: IAC/InterActiveCorp (IACI)

IAC/InterActiveCorp engages in the Internet business in the United States and internationally. The company�s Search segment develops, markets, and distributes various downloadable toolbars; provides search, reference, and content services through its destination search and other Websites, including Ask.com and Dictionary.com; and aggregates and integrates local advertising and content for distribution to publishers on Web and mobile platforms, as well as markets and distributes mobile applications through which it provides search and additional services. Its Match segment offers subscription-based and advertiser-supported online personals services through its Websites comprising Match.com, Chemistry.com, OurTime.com, BlackPeopleMeet.com, and OkCupid.com, as well as through mobile applications and Meetic-branded Websites. The company�s ServiceMagic segment offers Market Match service that matches consumers with service professionals; Exact Match service, which enables con sumers to review service professional profiles and select the service professional that meets their specific needs; and 1800Contractor.com, an online directory of service professionals. This segment also offers Website design and hosting services. Its Media and Other segment operates CollegeHumor.com, an online entertainment Website that targets young males; Vimeo, a Website on which users can upload, share, and view video; and Pronto.com, a comparison search engine. This segment also engages in the creation of video content for various distribution platforms; and operates as an Internet retailer of footwear and related apparel and accessories, as well as focuses on multimedia business. The company was formerly known as InterActiveCorp and changed its name to IAC/InterActiveCorp in July 2004. IAC/InterActiveCorp was founded in 1986 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Eric Volkman]

    Rhyu joins the company from IAC's (NASDAQ: IACI  ) Match.com, where he has filled the roles of both CFO and chief administrative officer since 2011. Previous to that, he was a senior vice president at News Corp's (NASDAQ: FOXA  ) Dow Jones & Company. He also served as corporate controller for both Sirius XM Radio and GrafTech International (NYSE: GTI  ) .

  • [By Chris Isidore]

    Newsweek, the news magazine whose print version was abandoned late last year, was sold in August by IAC (IACI) to another all-digital news company, IBT Media.

Hot US Stocks To Own For 2014: Nexans SA (NEX)

Nexans SA is a French company engaged in the cable industry. It provides copper and fiber-optic cables and cabling systems to the Energy Infrastructure, Industry, Building and Local Area Network (LAN) markets. It operates under three segments: Energy, Telecom and Electrical Wires and has six main product lines: indoor cabling, which includes rugged industrial, fire-performance and standard domestic cables; industrial cabling, which comprises a variety of cables for the automotive, aerospace and defense industries, among others; power network cabling, which offers low, medium and high-voltage cables; telecom network cabling that includes a range of copper and optical fiber cables and associated interconnect solutions and cable maker supply, which includes the provision of conductors and superconductive materials for making cables. The LAN Segment provides cables for business networks and offers integrated solutions combining cables, connectors, administration and security. Advisors' Opinion:
  • [By Michael Lewis]

    Bloomberg via Getty Images William 'Bill' Ackman founder and CEO of Pershing Square Capital Management (left) Daniel Loeb, founder and CEO of Third Point: Two activist investors taking big positions in large public companies and demand even bigger changes. Is activist investing a force for good when it comes to shareholders? Recent events, namely the Bill Ackman-J.C. Penney (JCP) debacle, have left investors and analysts tired of the outspoken hedge-funders of the world. There are, of course, plenty of activists whose actions have enhanced not just their funds' portfolios, but those of passive, minority shareholders. They've forced companies to make positive changes -- to restructure, elect new board members, and get back on track toward healthier operations. Then again, others end up like J.C. Penney -- a seemingly lost business, rich with legacy yet left crippled by boardroom drama. That leaves us -- the average consumers and investors -- with a pressing question: Are these megaphoned power players trying to effect change that will benefit all, the company included? Or are they just after results that will juice their own returns? The Age of Activism While many activist investors consider themselves to be molded in the image of a certain Omaha-based super-investor, many of today's hedge fund superstars have taken a very different approach to the craft of identifying mispriced securities. Like the old guard -- raiders like Carl Icahn and Nelson Peltz -- young guns such as Daniel Loeb and Bill Ackman take substantial positions in large public companies and demand change in an approach that is about as far from Warren Buffett's investor behavior as one can get. Their style can be best described as personality-driven activism. The practice is on the rise, too. According to FactSet, 2012 saw 21 activist campaigns in companies with market caps larger than $1 billion. In 2010, the number was 11. In 2003, there were four. While some passive shareholders may

No comments:

Post a Comment