For his top conservative stock pick for the coming year, J. Royden Ward, Chief Analyst of Cabot Benjamin Graham Value Investor, looks to a leading offshore oil and natural gas drilling company.
Ensco PLC (ESV) owns and operates shallow water and ultra-deepwater rigs, located in many parts of the world.
Two new drilling rigs are ready to begin multi-year contracts with major international oil companies. Six more rigs are under construction.
In addition, Ensco is spending heavily on standardizing and modernizing its drilling fleet, which will help the company maintain its advantage over competitors.
Demand for Ensco's drilling rigs is solid, and will likely strengthen further during the next several years. Sales will rise 15% in 2014, and EPS will climb 17% to 7.20.
Ensco has been named Number One in total customer satisfaction for the third consecutive year. The low current P/E (price to 2013 earnings) ratio of 8.9 and the high dividend yield of 5.5% are very attractive.
Top 5 Financial Companies To Buy For 2015: Edelman Financial Group Inc(EF)
The Edelman Financial Group Inc., through its subsidiaries, provides wealth management and institutional services principally to individuals, corporations, and financial institutions. Its Wealth Management segment provides investment advisory, wealth and investment management, and financial planning services to high net worth and mass affluent individuals and institutions, including investment strategies and alternatives, tax efficient estate and financial planning, trusts, and agent/fiduciary investment management services, as well as private client brokerage services. The company?s Institutional Services segment provides institutional equity brokerage and hedge funds research to various institutions, which include banks, retirement funds, mutual funds, endowments, investment advisors, and insurance companies; and prime brokerage services, such as trade execution, clearing, bookkeeping, reporting, custodial, securities borrowing, financing, research, and fund raising to hedge fund clients. This segment also maintains asset management accounts on behalf of individual asset managers; and provides research, sales, and trading services to institutional investors. In addition, the company provides sports representation and management services to professional athletes, principally professional football players. It was formerly known as Sanders Morris Harris Group Inc. and changed its name to The Edelman Financial Group Inc. on May 26, 2011. The Edelman Financial Group Inc. was founded in 1998 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By CRWE]
The Edelman Financial Group Inc. (NASDAQ:EF) reported that Ric Edelman will assume the role of Chief Executive Officer. For the past year, both Mr. Edelman and George L. Ball had served as Co-Chief Executive Officers of the Company. Mr. Ball will continue in his position as Chairman.
Top 10 High Dividend Stocks For 2014: TCF Financial Corporation(TCB)
TCF Financial Corporation operates as the bank holding company for TCF National Bank that provides various retail and commercial banking products and services in the United States and Canada. Its products and services include consumer, small business, and commercial deposits, as well as interest-bearing checking accounts, money market accounts, regular savings accounts, certificates of deposit, and retirement savings plans; and consumer real estate loans, commercial real estate loans, commercial business loans, and multi-purpose campus cards for colleges, as well as consumer loans for personal, family, or household purposes. The company also offers leasing and equipment finance products for various companies, inventory finance products, auto finance products, and treasury services. As of December 31, 2011, it had 434 retail banking branches, including 196 branches in Illinois, 110 in Minnesota, 53 in Michigan, 36 in Colorado, 26 in Wisconsin, 7 in Arizona, 5 in Indiana, an d 1 in South Dakota. The company was founded in 1923 and is based in Wayzata, Minnesota.
Advisors' Opinion:- [By Zacks]
Shares of TCF Financial Corporation (NYSE: TCB) have recorded a year-to-date return of 26.6%. Impressive organic growth, balance sheet repositioning and strong capital deployment activities of the company were primary factors behind the growth. However, we are not so optimistic about these positives translating into further price appreciation down the road as there will likely be significant pressure on its top line.
- [By Tim Melvin]
I always find it very interesting to see what long-term investors are selling in a given quarter. Kahn Brothers lightened up on many financials that have shot up and now trade above book value. The firm sold out of Flushing Financial (FFIC), TCF Financial (TCB) and Dime Community Bank (DCOM). Khan apparently shares my views on the large-cap drug stocks, easing up on both Pfizer (PFE) and Bristol Meyers (BMY) over the summer. Khan Brothers also sold the last of the Travelers shares (TRV) it has owned since 2008 at more than twice the purchase price.
Top 10 High Dividend Stocks For 2014: Retail Properties of America Inc (RPAI)
Retail Properties of America, Inc., formerly Inland Western Retail Real Estate Trust, Inc., incorporated on March 5, 2003, is a fully integrated, self administered and self-managed real estate company that owns and operates shopping centers. The Company is an owner and operator of shopping centers in the United States. As of December 31, 2011, its retail operating portfolio consisted of 259 properties with approximately 3.6 million square feet of gross leasable area (GLA), was diversified across 35 states and includes power centers, community centers, neighborhood centers and lifestyle centers, as well as single-user retail properties. The Company�� retail properties are located in retail districts. In August 2012, the Company sold a 1.04-million-square-foot Cost Plus Distribution Center in Stockton. In September 2012, it disposed 13 former Mervyns locations. In October 2012, it sold 18 non-core and non-strategic assets.
The Company�� shopping centers are anchored or shadow anchored by a grocer, discount department store, wholesale club or retailer that sells basic household goods or clothing. national and regional grocers, discount retailers and other retailers that provide household goods or clothing, including Target, TJX Companies, PetSmart, Best Buy, Bed Bath and Beyond, Home Depot, Kohl��, Wal-Mart, Publix and Lowe��. As of December 31, 2011, over 90% of its shopping centers, based on GLA, were anchored or shadow anchored by a grocer, discount department store, wholesale club or retailers that sell basic household goods or clothing. As of December 31, 2011, it had a retail tenant base that includes approximately 1,500.
Advisors' Opinion:- [By Eric Volkman]
Retail Properties of America (NYSE: RPAI ) isn't keeping all of its rent money for itself. The company has declared a new set of quarterly dividend payments for its shareholders. Holders of all classes of the REIT's common stock will receive $0.165625 per share on July 10 if they're in possession of those shares as of June 28. The firm will also dispense $0.4375 per share of its 7.00% series A cumulative redeemable preferred stock on July 1 to shareholders of record as of June 20.
- [By Ant贸nio Costa]
Retail Properties of America Inc (NYSE: RPAI) has been in an impressive rebound since the lows of August and the stock price action continues to become Bullish. However, RPAI has run into the downtrend line resistance again and this could lead to a brief period of sideways consolidation or price correction from current levels. On watch.
Top 10 High Dividend Stocks For 2014: Lee Enterprises Incorporated (LEE)
Lee Enterprises, Incorporated provides local news, information, and advertising services primarily in midsize or small markets in the United States. The company publishes 50 daily and 39 Sunday newspapers, 300 weekly newspapers and classified, and niche publications in 22 states; and provides retail, classified, digital, and national advertising services. It also provides digital infrastructure and digital publishing services for approximately 1,500 daily and weekly newspapers and shoppers. The company was founded in 1890 and is based in Davenport, Iowa.
Advisors' Opinion:- [By Jeff Reeves]
Newspapers are hardly a growth industry, but after such a horrible fall from grace, publisher Lee Enterprises (LEE) may be a decent investment once more.
- [By Roberto Pedone]
Another newspaper publishing player that looks ready to trigger a major breakout trade is Lee Enterprises (LEE), which is a provider of local news and information and a platform for advertising, in primarily midsize markets. This stock has been on fire so far in 2013, with shares up big by 154%.
>>Hack Earnings Season With These Serial Surprisers
If you take a look at the chart for Lee Enterprises, you'll notice that this stock is just starting to spike higher back above its 50-day moving average of $2.89 a share with strong upside volume. Volume already today has registered over 360,000 shares, which is quickly approaching its three-month average action of 399,735 shares. This move is quickly pushing shares of LEE within range of triggering a major breakout trade.
Traders should now look for long-biased trades in LEE if it manages to break out above some near-term overhead resistance levels at $3.14 a share to its 52-week high at $3.20 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 399,735 shares. If that breakout hits soon, then LEE will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $4 to $5 a share.
Traders can look to buy LEE off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $2.71 or at $2.60 a share. One could also buy LEE off strength once it takes out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
Top 10 High Dividend Stocks For 2014: Texas Industries Inc (TXI)
Texas Industries, Inc., incorporated on April 19, 1951, is a supplier of construction materials in the southwestern United States. The Company operates in three segments: cement, aggregates and consumer products. Its cement segment produces gray portland cement and specialty cements. The Company�� cement production and distribution facilities are concentrated primarily in Texas and California. Its aggregates segment produces natural aggregates, including sand, gravel and crushed limestone. The Company�� consumer products segment produces ready-mix concrete. It is also a supplier of natural aggregates and ready-mix concrete in Texas and northern Louisiana and in Oklahoma and Arkansas. As of May 31, 2013, the Company had 123 manufacturing facilities in five states.
Cement Segment
The Company produces specialty cements, such as masonry and oil well cements. Its cement production facilities are located at Midlothian, Texas, south of Dallas/Fort Worth, Hunter, Texas, between Austin and San Antonio, and Oro Grande, California, near Los Angeles. It also operates a cement terminal and packaging facility at its Crestmore plant near Riverside, California, and the Company operates its gray portland cement grinding facility on an as needed basis. During the fiscal year ended May 31, 2013 (fiscal 2013), it produced approximately 4.3 million tons of finished cement. The Company shipped approximately 4.4 million tons during fiscal 2013, of which 3.8 million tons were shipped to outside trade customers.
Aggregates Segment
The Company�� operations are conducted from facilities primarily serving the Dallas/Fort Worth and Austin areas in Texas; the southern Oklahoma area, and the Alexandria and Monroe areas in Louisiana. The Company produced approximately 14.2 million tons of natural aggregates during fiscal 2013. It shipped approximately 14.8 million tons of natural aggregates during fiscal 2013, of which 11.3 million tons were shipped to outside trade customers! . The Company shipped approximately 1.0 million cubic yards of lightweight aggregates during fiscal 2013, of which approximately 0.9 million cubic yards were shipped to outside trade customers.
Consumer Products Segment
The Company�� ready-mix concrete operations are situated in three areas in Texas (the Dallas/Fort Worth/Denton area of north Texas, the Austin area of central Texas and from Beaumont to Texarkana in east Texas), in north and central Louisiana, and in southwestern Arkansas. It is also a 40% partner in a joint venture that has ready mix concrete operations in the northern part of central Texas area centered around Waco, Texas. It shipped approximately 2.8 million cubic yards of ready-mix concrete during fiscal 2013. The Company manufacture and supply a substantial amount of the cement and aggregates raw materials used by our ready-mix plants. The Company also marketed its Maximizer packaged concrete mixes in southern California.
Advisors' Opinion:- [By Holly LaFon]
Competitively advantaged holdings continued to demonstrate the value of moats at FedEx (FDX), Melco, and Texas Industries (TXI). These holdings were among our largest contributors to performance, and they exemplify activity prevalent across most of our holdings throughout the year.
- [By Sean Williams]
Texas Industries (NYSE: TXI )
In spite of the steady rebound in the construction industry, certain companies look predisposed to underperform. Take Texas Industries as a perfect example. It provides heavy construction aggregates to the commercial construction industry while also acting a cement supplier to the consumer segment. Although its orders, and even to some remote extent its pricing power for cement, has improved modestly as the housing sector has rebounded, Texas Industries is still turning only marginal profits. In fact, looking toward next year you'd see a forward P/E approaching 500! - [By Ben Levisohn]
Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.
Top 10 High Dividend Stocks For 2014: Materion Corporation (MTRN)
Materion Corporation, a materials solutions company, engages in the production and supply of high-performance engineered materials in the United States and internationally. The company offers high performance materials solutions for large area coatings, alternative energy, and thin film applications; and specialty inorganic chemicals for semiconductors, LED lighting, and energy storage applications. It also provides precision thin film coatings and optical filters for manufacturers in the defense, commercial, space, science, astronomy, and thermal imaging industries; beryllium-based metals and metal matrix composites for commercial, research, and engineering applications; and copper, copper beryllium, and spinodal alloy products for end-use products in the aerospace, automotive, computers, telecommunications, manufacturing equipment, mobile equipment, medical products, oil and gas, alternative energy, and plastic tooling markets. In addition, the company offers high perfor mance engineered ceramics; beryllium X-ray window and ultra high vacuum products; electron beam welding, vacuum furnace brazing, and waterjet cutting services, as well as engineering support services; and beryllium products, such as speaker domes and microphone transducers. Further, Materion Corporation provides precision-coated materials; thin film deposition materials, electronic packaging products, and specialty materials for the semiconductor, photonics, data storage, wireless, military, and medical markets; and precision parts cleaning, precious metals refining, and recycling services. Additionally, it engages in beryllium mining and milling business; and offers engineered beryllium materials and specialty strip metal products. The company was formerly known as Brush Engineered Materials Inc. and changed its name to Materion Corporation on March 8, 2011. Materion Corporation was founded in 1931 and is headquartered in Mayfield Heights, Ohio.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
In trading on Thursday, basic materials shares were relative leaders, up on the day by about 1.20 percent. Among the leading sector stocks, gains came from Axiall (NYSE: AXLL), Materion (NYSE: MTRN), Huntsman (NYSE: HUN) and Joy Global (NYSE: JOY). - [By Seth Jayson]
Margins matter. The more Materion (NYSE: MTRN ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Materion's competitive position could be.
- [By Ben Levisohn]
Materion (MTRN) has fallen 8% to $29.75 after the gold refiner said earnings should come in at around 20 cents a share, well below analyst forecasts. Outerwall (OUTR), meanwhile, has jumped 12% to $64.08 after an activist investor took a big stake in the company.
- [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 Materion (NYSE: MTRN ) , whose recent revenue and earnings are plotted below.
Top 10 High Dividend Stocks For 2014: Vanguard Large Cap Etf (VV)
Vanguard Large-Cap ETF, formerly known as Vanguard Large-Cap VIPERs, is an exchange-traded share class that seeks to track the investment performance of the Morgan Stanley Capital International (MSCI) US Prime Market 750 Index (Index). The Fund employs an indexing approach to provide exposure to predominantly large-cap companies in the United States, diversified across growth and value styles.
The Index represents the universe of predominantly large-capitalization companies in the United States equity market. Using full replication, the Fund invests in all of the Index stocks, holding each stock in approximately the same proportion as its weighting in the Index.
Advisors' Opinion:- [By Selena Maranjian]
Exchange-traded funds offer a convenient way to invest in sectors or niches that interest you. If you'd like to add some large-cap stocks to your portfolio but don't have the time or expertise to hand-pick a few, the Vanguard Large-Cap ETF (NYSEMKT: VV ) could save you a lot of trouble. Instead of trying to figure out which large-cap stocks will perform best, you can use this ETF to invest in lots of them simultaneously.
The basics
ETFs often sport lower expense ratios than their mutual-fund cousins. This ETF, focused on large-cap stocks, sports a relatively low expense ratio -- an annual fee -- of 0.1%. It yields about 2%.
This ETF has performed reasonably, but it's also very young, with just a few years on the books. It underperformed the S&P 500 in 2008 and 2010, though it beat it substantially in 2007 and 2009. As with most investments, of course, we can't expect outstanding performances in every quarter or year. Investors with conviction need to wait for their holdings to deliver.
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