Saturday, December 20, 2014

Top 10 Long Term Stocks For 2014

As odd as it is to see an article pertaining to quarterly earnings on our site, I just couldn�� resist. National Oilwell Varco (NOV) has officially put up some pretty impressive numbers. On Oct. 25, 2013, the company reported that for the third quarter ending on Sept. 30, 2013, it earned a net income of $636 million ($1.49 per share). If we compare this to last quarter, which earned a net income of $531 million, we can see that in just one quarter NOV experienced almost a 20% increase in revenue. Even if we take away the $10 million in pre-tax transaction charges and the $102 million in pre-tax gains that are results from the settlement of an outstanding legal claim, net income has still increased almost 8%. Part of this is due to operating profit increasing 3% (to 15% of sales) for the quarter.

From a long term investor�� standpoint, that�� not the most impressive statistic that I took from the recent release. Most impressive to me is NOV�� constantly increasing backlog. As of Sept. 30, 2013, the company�� Rig Technology segment reached a record backlog level of $15.15 billion. This is a super impressive increase of 9% since the end of the second quarter of 2013, and a 30% increase from the same time last year (September 30, 2012). The company had $3.31 billion worth of new orders for the quarter, which represents over 21% of their backlog. This is mathematical proof of the strong demand for oilfield equipment.

Top 10 Financial Stocks To Buy Right Now: Capex SA (CAPX)

Capex SA is an Argentina-based company primarily engaged in the energy sector. The Company�� main activities include the generation and sale of electric energy; the exploration and exploitation of oil and gas, and the production, distribution and marketing of propane, butane and gasoline. The Company operates a liquefied petroleum gas (LPG) plant which is located in the province of Neuquen. As of December 31, 2011, the Company owned such subsidiaries as Hychico SA and Servicios Buproneu SA. Advisors' Opinion:
  • [By Dividends4Life]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description: 1. Avg. High Yield Price 2. 20-Year DCF Price 3. Avg. P/E Price 4. Graham Number CVX is trading at a discount to only 3.) above. The stock is trading at a 44.9% premium to its calculated fair value of $82.00. CVX did not earn any Stars in this section. Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description: 1. Free Cash Flow Payout 2. Debt To Total Capital 3. Key Metrics 4. Dividend Growth Rate 5. Years of Div. Growth 6. Rolling 4-yr Div. > 15% CVX earned two Stars in this section for 2.) and 3.) above. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. CVX earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1912 and has increased its dividend payments for 27 consecutive years. Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked PDF for a detailed description: 1. NPV MMA Diff. 2. Years to > MMA The NPV MMA Diff. of the $256 is below the $800 target I look for in a stock that has increased dividends as long as CVX has. The stock's current yield of 3.37% exceeds the 3.31% estimated 20-year average MMA rate. Memberships and Peers: CVX is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: BP plc (BP) with a 4.7% yield, Exxon Mobil

Top 10 Long Term Stocks For 2014: Arc Wireless Solutions Inc.(ARCW)

ARC Wireless Solutions, Inc., together with its subsidiaries, provides wireless network components and solutions in the United States. It is involved in the design, development, manufacture, marketing, and sale of antennas and related wireless communication systems, including cellular base stations, mobiles, cellulars, and flat panel antennas. The company?s products also include global positioning systems; and conformal, portable, and other antennas, as well as antenna accessories. ARC Wireless Solutions, Inc. markets its commercial line of antennas directly to distributors, installers, and retailers of antenna accessories, as well as to commercial, government, and retail markets. It offers its products under the Freedom Antenna Exsite, Omnibase, Parity, Arc Vlpa, Airbase, and And Freedom Blade brand names. The company was formerly known as Antennas America, Inc. and changed its name to ARC Wireless Solutions, Inc. in October 2000. ARC Wireless Solutions, Inc. was founded in 1987 and is based in Denver, Colorado.

Advisors' Opinion:
  • [By Garrett Cook]

    Telecommunications services shares rose by 1.42 percent in today’s trading. Top gainers in the sector included China Telecom Corp. Ltd. (NYSE: CHA), up 5.7 percent, and ARC Group Worldwide (NASDAQ: ARCW), up 3.4 percent.

  • [By Jake L'Ecuyer]

    Meanwhile, top decliners in the sector included ARC Group Worldwide (NASDAQ: ARCW), down 6.8 percent, and 8x8 (NASDAQ: EGHT), off 5.7 percent.

    Top Headline
    Apple (NASDAQ: AAPL) is in talks to acquire headphone maker Beats Electronics, according to a Financial Times report from Thursday afternoon. The deal is rumored to be around $3.2 billion, which would make it Apple's largest acquisition to date.

Top 10 Long Term Stocks For 2014: DDR Corp (DDR)

DDR Corp.(DDR), incorporated on November 20, 1992, is a self-administered and self-managed real estate investment trust. The Company is engaged in the business of acquiring, owning, developing, redeveloping, expanding, leasing and managing shopping centers. In addition, the Company engages in the origination and acquisition of loans and debt securities, which are generally collateralized directly or indirectly by shopping centers. As of December 31, 2012, the Company�� portfolio consisted of 452 shopping centers , including 206 shopping centers owned through unconsolidated joint ventures and three shopping centers that are otherwise consolidated by the Company in which the Company had an economic interest. These properties consist of shopping centers, lifestyle centers and enclosed malls owned in the United States, Puerto Rico and Brazil. As of December 31, 2012, the Company owned more than 115 million total square feet of gross leasable area (GLA), which includes all of its aforementioned properties. In October 2013, the Company acquired a portfolio of 30 prime power centers from its existing joint venture with Blackstone Real Estate Partners VII L.P. (Blackstone).

The Company owns more than 1,500 acres of undeveloped land, including an interest in land in Canada and Russia. As December 31, 2012, the Company had 14 assets under development and/or redevelopment (consisting of 11 wholly-owned shopping centers and three joint venture shopping centers). As of December 31, 2012, the aggregate occupancy of the Company�� operating shopping center portfolio in which the Company has an economic interest was 91.5%. As of December 31, 2012, the Company had 14 assets under development and/or redevelopment consisting of 11 wholly-owned shopping centers and three joint venture shopping centers.

Advisors' Opinion:
  • [By Maria Armental and Anna Prior]

    American Realty Capital Properties Inc.(ARCP) said it had finalized a deal to sell its multitenant shopping center portfolio for $1.975 billion in cash to a joint venture including a Blackstone affiliate and DDR Corp.(DDR)

  • [By Marc Bastow]

    Shopping center real estate investment trust DDR Corp. (DDR) raised its quarterly dividend 15% to 15.5 cents per share, payable April 8 to shareholders of record as of March 13.
    DDR Stock Dividend Yield: 3.95%

  • [By Rich Duprey]

    Shopping mall operator DDR� (NYSE: DDR  ) announced today its regular second-quarter dividend for three series of preferred shares:

    7.375%�Class H stock dividend of�$0.460938�per depositary share. 6.50%�Class J stock dividend of�$0.406250�per depositary share. 6.25%�Class K stock dividend of�$0.41667�per depositary share.

    The board of directors said the quarterly dividend for all three series of preferreds is payable on July 15 to the holders of record at the close of business on July 1 and�covers the period beginning�April 15�and ending�July 14.

Top 10 Long Term Stocks For 2014: HD Supply Holdings Inc (HDS)

HD Supply Holdings, Inc., incorporated on June 18, 2007, is an industrial distributor in North America. It operates in four segments: Facilities Maintenance, Waterworks, Power Solutions and White Cap. Facilities Maintenance distributes maintenance, repair and operations (MRO) products, provides value-add services and fabricates custom products to multifamily, hospitality, healthcare and institutional facilities. Waterworks distributes complete lines of water and wastewater transmission products, serving contractors and municipalities in the water and wastewater industries for non-residential and residential uses. Power Solutions distributes electrical transmission and distribution products, power plant MRO supplies and smart-grid products, and arranges materials management and procurement outsourcing for the power generation and distribution industries. White Cap distributes specialized hardware, tools, engineered materials and safety products to non-residential and residential contractors.

Maintenance, Repair & Operations

In the Maintenance, Repair & Operations market sector, the Company�� Facilities Maintenance, Crown Bolt and Repair & Remodel business units serve customers across multiple industries by primarily delivering supplies and services needed to maintain and upgrade multifamily, hospitality, healthcare and institutional facilities. Facilities Maintenance and Crown Bolt are distribution center based models, while Repair & Remodel operates through retail outlets primarily serving cash and carry customers.

Infrastructure & Power and Specialty Construction

In the Infrastructure & Power market sector, Waterworks and Power Solutions support both established infrastructure and new projects by meeting demand for critical supplies and services used to build and maintain water systems and electrical power generation, transmission and distribution infrastructure. In the Specialty Construction market sector, White Cap and Creative Touch Interiors (! CTI) serve professional contractors and trades by meeting their distinct and customized supply needs in non-residential, residential and industrial applications. White Cap is its primary business unit serving this sector through the broad national presence of its regionally organized branch distribution network.

Advisors' Opinion:
  • [By Mani]

    The long-term set up for HD Supply Holdings Inc (NASDAQ:HDS) appears to be favorable, primarily driven by prospective U.S. non-residential construction recovery and rapid balance sheet deleveraging in the future.

Top 10 Long Term Stocks For 2014: Methode Electronics Inc (MEI)

Methode Electronics, Inc., incorporated on April 27, 1966, is a manufacturer of component and subsystem devices with manufacturing, designs and testing facilities in China, Egypt, Germany, India, Lebanon, Malta, Mexico, the Philippines, Singapore, Switzerland, the United Kingdom and the United States. The Company operates in four segments: automotive, interconnect, power products, and other. The Company designs, manufactures and markets devices employing electrical, radio remote controls, electronic, wireless and sensing technologies. The Company's components are found in the primary end markets of the aerospace, appliance, automotive, construction, consumer and industrial equipment, communications, including information processing and storage, networking equipment, wireless and terrestrial voice/data systems, rail and other transportation industries.

Automotive

The Company�� automotive segment supplies electronic and electro-mechanical devices and related products to automobile original equipment manufacturers, (OEMs), either directly or through their tiered suppliers. The Company's products include control switches for electrical power and signals, connectors for electrical devices, integrated control components, switches and sensors that monitor the operation or status of a component or system, and packaging of electrical components.

Interconnect

The interconnect segment provides a variety of copper and fiber-optic interconnect and interface solutions for the aerospace, appliance, commercial, computer, construction, consumer, material handling, medical, military, mining, networking, storage, and telecommunications markets. Solutions include conductive polymers, connectors, custom cable assemblies, industrial safety radio remote controls, optical and copper transceivers, personal computer and express card packaging and terminators, solid-state field effect interface panels, and thick film inks. Services include the design and installation of f! iber optic and copper infrastructure systems, and manufacturing active and passive optical components.

Power products

The power products segment manufactures braided flexible cables, current-carrying laminated bus devices, custom power-product assemblies, high-current low voltage flexible power cabling systems and powder coated bus bars that are used in various markets and applications, including aerospace, computers, industrial and power conversion, inverters and battery systems, insulated gate bipolar transistor solutions, military, telecommunications, and transportation.

Other

The other segment includes a designer and manufacturer of magnetic torque sensing products, and independent laboratories that provide services for qualification testing and certification, and analysis of electronic and optical components.

Advisors' Opinion:
  • [By Ben Levisohn]

    Methode Electronics (MEI) has gained 33% to 23.43 today after the company reported better revenue and profit numbers than even the most positive analyst had expected. It also raised its guidance well above previously announced levels.

    AFP/Getty Images

    The component maker reported a profit of 36 cents a share, above forecasts for 21 cents, and sales of $167.3� million dollars, beating forecasts for $148.5 million. It also said that it expected full-year earnings to fall in a range of $1.40 to $1.60, well above analyst forecasts for $1.05.

    Baird’s David Leiker and Joseph Vruwink call it a “breakout quarter.” They write:

    Upside across all segments and all line items with 41% revenue surge coming in 10% above expectations. One-half of the beat from revenue with balance split among gross margin, SGA and lower tax rate. Launches going very well, continuing the performance seen in April quarter.

    Automotive results accounted for two-thirds of the upside at the pre-tax line. The upside was spread between stronger revenues ($0.03), gross profits ($0.03) and expense control ($0.02). While North American sales improved 86% on the K2XX launch (we assumed 56% growth), international revenues also contributed favorably with 26% growth in Europe (new business and Ford�� (F) recovery) and 22% growth in Asia.

    Competitor AVX Corp. (AVX) has gained 1.1% to $12.96, while Molex (MOLX) has dropped 0.2% to $29.28 and Amphenol (APH) has ticked up 0.3% to $76.32.

  • [By gurujx]

    Methode Electronics Inc. (MEI): CFO Douglas A. Koman Sold 60,000 Shares

    CFO�Douglas A. Koman�sold 60,000 shares of MEI stock on 12/31/2013 at the average price of $34.13. Douglas A. Koman owns at least 203,418 shares after this. The price of the stock has increased by 3.34% since.

Top 10 Long Term Stocks For 2014: Cousins Properties Inc (CUZ)

Cousins Properties Incorporated (Cousins) is a real estate investment trust (REIT). Cousins Real Estate Corporation and its subsidiaries (CERC) is wholly owned by the Company. CERC owns, develops, and manages its own real estate portfolio and performs certain real estate related services for other parties. The Company operates in five segments: Office, Retail, Land, CPS Third-Party Management and Leasing and Other. The Office and Retail segments show the results for that product type. The Land segment includes results of operations for certain land holdings and single-family residential communities that are sold as developed lots to homebuilders. Fee income and related expenses for the third party-owned properties which are managed or leased by the Company�� CPS subsidiary are included in the CPS Third Party Management and Leasing segment. The Company also owns interests in residential development projects, undeveloped land tracts held for investment, and manages properties for third party owners. In August 2012, the Company acquired 2100 Ross Avenue, an 844,000-square-foot, Class-A office building located in the Arts District submarket of Dallas, Texas. In April 2013, Cousins Properties Inc (Cousins) acquired 816 Congress.

Office

As of December 31, 2011, the Company owned directly or through joint ventures 21 operating office properties totaling 7.8 million square feet. The Company developed most of the office properties it owns. During the year ended December 31, 2011, the Company�� activity in its office property portfolio was Execution of new or renewed existing leases consisting of approximately 1.0 million square feet, acquition of Promenade, a 775,000-square-foot office building in the midtown submarket of Atlanta, Georgia, and sale of one Georgia Center, a 376,000-square-foot office building in Atlanta, Georgia.

Retail

As of December 31, 2011, the Company owned directly or through joint ventures 17 operating retail centers totaling 4.8 million s! quare feet.

The Company developed most of the retail properties it owns. During 2011, the Company�� activities in its retail property portfolio included execution of new or renewed leases covering approximately 856,000 square feet; construction of Mahan Village, a 147,000 square foot shopping center, anchored by Publix and Academy Sports, in Tallahassee, Florida; construction of the first phase of Emory Point, a mixed-use project in Atlanta, Georgia, expected to consist of 443 apartment units and 80,000 square foot of retail space, in a joint venture with Gables Residential.

Third Party Management and Other Fee Income

As of December 31, 2011, the Company managed and/or leased 12.7 million square feet of office and retail properties for third party owners. In addition, the Company has contracts to provide development and construction management services for third party owners.

Other Investments

As of December 31, 2011, the Company owned directly or through joint ventures, 22 residential development projects and residential and commercial undeveloped land, the Company�� share of which was approximately 5,000 acres. During 2011, the Company sold the remaining five multi-family units available for sale at the 10 Terminus Place condominium project; sold the Jefferson Mill Business Park Building A industrial building in suburban Atlanta, Georgia; sold the King Mill Distribution Park Building 3 industrial building in suburban Atlanta, Georgia; sold the Lakeside Ranch Business Park Building 20 industrial building and related undeveloped land in Dallas, Texas; sold approximately 43 acres of land and sold 482 residential lots.

Advisors' Opinion:
  • [By Dividends4Life]

    This week a few companies answered the call and rewarded their shareholders with higher cash dividends:

    Consolidated Edison Inc. (ED) engages in regulated electric, gas, and steam delivery businesses. January 16th the company increased its quarterly dividend 2.4% to $0.63 per share. The dividend is payable March 15, 2014, to stockholders of record on February 12, 2014. The yield based on the new payout is 4.7%.

    Cousins Properties Incorporated (CUZ), a real estate investment trust (REIT), owns, develops, and manages real estate portfolio, as well as performs certain real estate-related services. January 16th the company increased its quarterly dividend 66.7% to $0.075 per share. The dividend is payable February 24, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.8%.

    Wisconsin Energy Corporation (WEC) generates and distributes electric energy, as well as distributes natural gas. The company operates in two segments, Utility Energy and Non-Utility Energy. January 16th the company increased its quarterly dividend 2% to $0.3900 per share. The dividend is payable March 1, 2014, to stockholders of record on February 14, 2014. The yield based on the new payout is 3.8%.

    BlackRock Inc. (BLK) is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors. January 16th the company increased its quarterly dividend 14.9% to $1.93 per share. The dividend is payable March 24, 2014, to stockholders of record on March 7, 2014. The yield based on the new payout is 2.4%.

    ONEOK Inc. (OKE) operates as a diversified energy company in the United States. January 15th the company increased its quarterly dividend 5.3% to $0.40 per share. The dividend is payable February 18, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.5%.

    Omega Healthcare Investors Inc. (OHI) is a real es

Top 10 Long Term Stocks For 2014: EZCORP Inc.(EZPW)

EZCORP, Inc. provides specialty consumer financial services. The company offers pawn loans that are non-recourse loans collateralized by tangible personal property, including jewelry, consumer electronics, tools, sporting goods, and musical instruments, as well as sells merchandise consisting of second-hand collateral forfeited from its pawn lending activities or purchased from customers, and new or refurbished merchandise from third party vendors. It also provides a range of financial services, such as signature loans consisting of payday loans, installment loans, and lines of credit; and auto title loans, which include single payment auto title loans, and auto title lines of credit. In addition, the company offers fee-based credit services to customers seeking loans; and advice and assistance to customers in obtaining loans from unaffiliated lenders, as well as provides debit cards. As of September 30, 2011, it operated a total of 1,111 locations consisting of 433 pawn s tores under the EZPAWN or Value Pawn names, and 436 financial services stores under the EZMONEY name in the United States; 178 pawn stores under the Empe� F�il or Empe� Su Oro names in Mexico; 49 financial services stores under the CASHMAX name in Canada; and 15 financial and retail services stores under the Cash Converters name in Canada. Further, the company operates as a franchisor for 13 franchised Cash Converters stores in Canada. EZCORP, Inc. was founded in 1989 and is headquartered in Austin, Texas.

Advisors' Opinion:
  • [By John Kell]

    Pawnshop operator EZCorp Inc.(EZPW) reported better-than-expected fiscal first-quarter results as sales in existing stores were strong despite a soft U.S. holiday shopping season. Shares surged 16% to $10.80 premarket.

  • [By Ben Levisohn]

    Shares of World Acceptance Corporation have plunged 19% to $79.19 at 3:43 p.m.–and dragged down anything remotely connected to payday lending. Cash America International (CSH) has dropped 7.8% to $39.35, pawn-shop operator EZCorp (EZPW) has fallen 3.7% to $12.33, and wire-transfer companies Western Union (WU) and MoneyGram International (MGI) have fallen 2.6% and 5.8%, respectively.

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