Thursday, July 3, 2014

10 Best Rising Stocks To Own For 2014

With gold prices continuing to stay at elevated levels, buying lump-sum quantities of gold has become unaffordable. To put this in context, when the gold prices were low, people used to buy quite a large amount of gold in one go. With gold prices rising multi fold, buying similar quantities has become indeed difficult on account of budget constraints.

Markets respond to changed behavior
The big shift is well catered by products that facilitate small regular purchases and help buyers accumulate the intended quantity over their respective time horizons. There are various forms available today to build a golden nest. These range from simple structures of buying coins at regular intervals to more structured ones of automated systematic investments or gold accumulation plans.

It is really confusing to opt for the right product. One usually ends up enrolling for unsuitable or inefficient ones. The major issue is that many of these structures are fraught with risk; be it price risk, liquidity risk, counterpart risk or all of the above.

Top 5 Warren Buffett Companies To Own For 2015: Aircastle Ltd (AYR)

Aircastle Limited (Aircastle), incorporated on October 29, 2004, is a global company that acquires, leases, and sells high-utility commercial jet aircraft to customers throughout the world. As of December 31, 2012, the Company's aircraft portfolio consisted of 159 aircraft that were leased to 69 lessees located in 36 countries. The Company manages its fleet through offices in the United States, Ireland and Singapore. The Company invests in aircraft that the Company places on operating or finances leases. The Company also makes investments in other aviation assets, including debt investments secured by commercial jet aircraft. The Company operates in single segment being Aircraft leases. The Company owned 133 passenger aircraft, representing approximately 71% of the net book value of flight equipment, while its 26 freighter aircraft account for 29% of its portfolio value. Effective July 12, 2013, Marubeni Corp acquired a 15.25% interest in the Company.

The Company leases its aircraft on an operating lease basis. Under an operating lease, the Company retains the benefit, and bear the risk, of re-leasing and of the residual values of the aircraft upon expiration or early termination of the lease. Under the Company's leases, the lessees agree to lease the aircraft for a fixed term, although certain of its operating leases allow the lessee the option to extend the lease for an additional term or, in rare cases, terminate the lease prior to its expiration. During the year ended December 31, 2012, the Company's three customers, Martinair , including its affiliates, KLM, Transavia and Transavia France, U.S. Airways, Inc., and Hainan Airlines Company, accounted for 9%, 6% and 6% of the Company�� revenues.

As of December 31, 2012, the Company had 19 aircraft having scheduled lease expirations in 2013 and the Company has lease or leases extension commitments for two of these aircraft. The remaining 17 aircraft with scheduled expiries in 2013. The Company entered into early termination! agreements for two Boeing Model 737-700 aircraft, one Airbus model A330-200 aircraft, one Boeing Model 767-300ER aircraft and one Airbus Model A319-100 aircraft, which the Company is marketing for sale or leases.

The Company competes with GE Commercial Aviation Services, International Lease Finance Corporation (ILFC), AerCap Holdings NV, Air Lease Corporation, Aviation Capital Group, CIT Aerospace, AWAS, SMBC Aviation Capital (formerly RBS Aviation Capital), BOC Aviation, FLY Leasing, Ltd., Avolon, Guggenheim Aviation Partners, Volito, Deucalion, Oak Hill Aviation and AerSale

Advisors' Opinion:
  • [By Roberto Pedone]

    One commercial leasing player that insiders are active in here is Aircastle (AYR), which acquires, leases and sells high-utility commercial jet aircraft to passenger and cargo airlines throughout the world. Insiders are buying this stock into notable strength, since shares are up sharply by 52% in 2013.

    Aircastle has a market cap of $1.5 billion and an enterprise value of $4.8 billion. This stock trades at a premium valuation, with a trailing price-to-earnings of 124.68. This is not a cash-rich company, since the total cash position on its balance sheet is $238.15 million and its total debt is $3.48 billion. This stock currently sports a dividend yield of 4.2%.

    A director just bought 30,000 shares, or about $563,000 worth of stock, at $18.79 per share.

    From a technical perspective, AYR is currently trending above both its 50-day and 200-day moving averages, which is bullish. This stock has been uptrending strong for the last five months, with shares moving higher from its low of $15.84 to its recent high of $19.50 a share. During that uptrend, shares of AYR have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of AYR within range of triggering a big breakout trade.

    If you're bullish on AYR, then I would look for long-biased trades as long as this stock is trending above its 50-day at $18.67 or above more support near $18, and then once it breaks out above its 52-week high at $19.50 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average volume of 430,032 shares. If that breakout hits soon, then AYR will set up to enter new 52-week high territory, which is bullish technical price action. Some possible upside targets off that breakout are $25 to $30 a share.

10 Best Rising Stocks To Own For 2014: Illumina Inc.(ILMN)

Illumina, Inc. develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function. Its instrumentation products include HiSeq 2000, an instrument for high-throughput (up to 200 Gb per run and up to 25 GB per day) sequencing using sequencing-by-synthesis (SBS) technology; Genome Analyzer IIx, an instrument for medium to high-throughput (up to 95 Gb per run) sequencing using SBS technology; Genome Analyzer IIe, an instrument for low to medium throughput (up to 40 Gb per run) sequencing using SBS technology; iScan System, a high-resolution imaging instrument to scan BeadArray based assays; and BeadXpress Reader, a low- to mid-multiplex, high-throughput instrument for readout of assays. The company?s consumables consist of InfiniumHD Whole-Genome BeadChips comprising HumanOmniExpress, HumanOmni1-Quad, Human1M-Duo, and BovineHD, which are multi-sample DNA analysis microarrays; iSelect Custom Genotyping BeadChips that are custome r designable SNP genotyping arrays; GoldenGate Assay Method, a high throughput assay and genotyping system; GoldenGate Universal-32 Sample BeadChip, which are 32 sample GoldenGate genotyping arrays; Paired-End Genomic DNA Sample Prep Kit, a streamlined library preparation kit to generate 200?500 kb insert paired-end reads; VeraCode GoldenGate that are low plex GoldenGate genotyping arrays compatible with the BeadXpress System; Standard Sequencing Kit, reagents used for SBS chemistry on sequencing platforms; and Infinium Assay Kit, reagents used to perform Infinium assays on the iScan platform. It also provides sequencing and genotyping services. The company?s customers include pharmaceutical, biotechnology, agrichemical, diagnostics, and consumer products companies, as well as research centers. It sells its products through distributors in North America, Europe, the Asia-Pacific, the Middle East, and South Africa. Illumina was founded in 1998 and is headquartered in San Dieg o, California.

Advisors' Opinion:
  • [By Daniel Lauchheimer]

    Let us contrast this with TROV's progress. TROV has secured two critical partnerships -- with Illumina (ILMN), and PerkinElmer (PKI). Company filings on the ILMN deal don't provide much detail, but the filings with the PKI deal detail how PKI wants to use TROV's science to develop a new t assay to detect the presence of hepatocelluar carcinoma (HCC). While these two partnerships do not guarantee approval in any way, they do provide a solid validation for TROV's technology.

  • [By Keith Speights]

    A more likely suitor these days would be a company like Illumina (NASDAQ: ILMN  ) . The gene-sequencing company was at one point eyed as a takeover target itself by Roche, but it has done some of its own acquiring in 2013. Illumina bought prenatal test maker Verinata Health in February�and another unnamed "development-stage company" in the first quarter.

  • [By Sean Williams]

    Two names worth considering here are Thermo Fisher Scientific (NYSE: TMO  ) and Illumina (NASDAQ: ILMN  ) . Thermo Fisher makes the list as it's in the process of purchasing Life Technologies (NASDAQ: LIFE  ) for $13.6 billion. In early 2012, Life Technologies introduced the Benchtop Ion Proton Sequencer, which is capable of delivering same-day genome results for just $1,000! Illumina, on the other hand, has researchers' bases covered from all ends. It offers four high-end sequencing machines, a lower-priced sequencer (MiSeq), and can handle cloud-based data to formulate decoding. These two companies could be the cornerstone of nCoV research!

  • [By Keith Speights]

    Considerable speculation also centered around the possibility that Roche� (NASDAQOTH: RHHBY  ) could entertain an offer. Roche had previously pursued an acquisition of Life's rival Illumina (NASDAQ: ILMN  ) . However, the potential deal broke down because Illumina wanted a price higher than what Roche was willing to pay. Roche's chairman made comments then that strongly hinted the company could go after another target. Life Technologies seemed to be a strong possibility.

10 Best Rising Stocks To Own For 2014: P & F Industries Inc.(PFIN)

P&F Industries, Inc., through its subsidiaries, manufactures and sells tools and hardware products in the United States. The company operates in two segments, Tools and Other Products (Tools) and Hardware and Accessories (Hardware). The Tools segment manufactures, imports, and sells pneumatic hand tools, primarily for the industrial, retail, and automotive markets. Its product line includes sanders, grinders, drills, saws, impact wrenches, and pavement breakers; compressor air filters; and pipe and bolt dies, pipe taps, wrenches, vises and stands, pipe and tubing cutting equipment, hydrostatic test pumps, and replacement electrical components for pipe cutting and threading machines. This segment sells its products under the Florida Pneumatic, Universal Tool, ATP, Thaxton, THOR, and Eureka brand names to distributors, retailers, and private label customers through in-house sales personnel and manufacturers' representatives. The Hardware segment manufactures and imports door , window, and fencing hardware, including rollers, hinges, window operators, sash locks, custom zinc castings, and door closers. This segment also manufactures and imports interior wood and iron stair components, and related accessories, as well as kitchen and bath hardware; and manufactures stair products and distributes staircase components. Its products are sold through in-house sales personnel and manufacturers? representatives to distributors, retailers, and OEM customers. The company was founded in 1959 and is based in Melville, New York.

Advisors' Opinion:
  • [By Monica Gerson]

    P&F Industries (NASDAQ: PFIN) is expected to report its quarterly results.

    INSYS Therapeutics (NASDAQ: INSY) is projected to report its Q1 earnings at $0.28 per share on revenue of $45.63 million.

10 Best Rising Stocks To Own For 2014: Towers Watson & Co (TW)

Towers Watson & Co. operates as a global professional services company that provides human capital, and financial consulting services worldwide. The company operates in four segments: Benefits, Risk and Financial Services, Talent and Rewards, and Exchange Solutions. The Benefits segment offers benefits consulting and administration services, such as retirement solutions, which support organizations in designing, managing, administering, and communicating retirement plans; and health and group benefits that provides advice on the strategy, design, financing, delivery, ongoing plan management, and communication of health and group benefit programs. This segment also offers its technology and administration solutions to deliver benefit outsourcing solutions; and international consulting services, which provide expertise in dealing with international human capital management and related benefits, and compensation advice. The Risk and Financial Services segment offers risk cons ulting and financial modeling software solutions primarily to the insurance industry; reinsurance and insurance brokerage services; and investment consulting and solutions covering investment strategy risk assessment, asset allocation, and investment manager selection to institutional investors. The Talent and Rewards segment provides executive compensation advisory services; employee rewards, talent management, and communication and change management services; and data, analytics, survey, and technology solutions. The Exchange Solutions segment operates the private Medicare insurance exchange in the United States that enables employers to transition their retirees to individual, defined contribution health plans. The company was formerly known as Watson Wyatt Worldwide, Inc. and changed its name to Towers Watson & Co. in January 2010 as a result of merging with Towers, Perrin, Forster & Crosby, Inc. Towers Watson & Co. was founded in 1871 and is headquartered in New York, N ew York.

Advisors' Opinion:
  • [By Reuters]

    Wendy Maeda/The Boston Globe via Getty Images NEW YORK -- Walgreen is moving 120,000 employees to a private health insurance exchange from coverage provided directly from carriers, the company will announce Wednesday. The pharmacy chain will join 17 other large employers on the Aon Hewitt Corporate Health Exchange as part of a growing movement to offer employees fixed dollar amounts to purchase their own plans on such exchanges. The end-cost to employees depends on the plan chosen, but they typically get more options than under traditional arrangements. Private exchanges mimic the coverage mandated as part of the Affordable Care Act. Enrollment in the public exchanges starts Oct. 1. "What happens to employer contributions over time? Will they put in as much as they put in the past? These are unanswered questions but potential negatives," says Paul Fronstin, a senior research associate with the Employee Benefit Research Institute. The benefit to Walgreen and other employers is unknown at this point, as their cost-savings aren't clear. Of the 180,000 Walgreen (WAG) employees eligible for health care insurance, 120,000 opted for coverage for themselves and 40,000 family members. Another 60,000 employees, many of them working part-time, weren't eligible for health insurance. Aon Hewitt (AON) says other participants in its program include retailer Sears Holding (SHLD) and Darden Restaurants (DRI). These new additions raise enrollment to 330,000 from 100,000 last year, and Aon Hewitt estimates enrollment will jump to 600,000 next year, a fivefold increase from 2012. By 2017, nearly 20 percent of employees nationwide could get their health insurance through a private exchange, according to Accenture Research (ACN). A recent report by the National Business Group on Health said that 30 percent of large employers are considering moving active employees to exchanges by 2015. Other major providers of private exchanges include Mercer, a division of Marsh & Mc

  • [By Dan Caplinger]

    The real test for Obamacare
    In any event, the biggest challenge that Obamacare faces is getting its Health Insurance Marketplace up and running by Oct. 1. Although private exchanges from Marsh & McLennan (NYSE: MMC  ) subsidiary Mercer as well as Towers Watson (NYSE: TW  ) have done a good job of getting Aetna, UnitedHealth, and other popular insurers to participate in their programs, the reception that public exchanges have gotten has been far less favorable. Without a smooth launch in less than three months, Obamacare could find itself facing much greater criticism than it is today.

10 Best Rising Stocks To Own For 2014: KKR(KKR)

Kohlberg Kravis Roberts & Co. is a private equity and venture capital firm specializing in acquisitions, leveraged buyouts, management buyouts, and mezzanine investments in large cap companies. The firm will consider investments in all industries globally, with a focus on financial services, infrastructure, and renewable energy. It seeks a board seat in its portfolio companies. The firm holds a controlling interest in its portfolio companies after they go public. It typically holds its investment for a period of five years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. Kohlberg Kravis Roberts & Co. was founded in 1976 and is based at New York, New York with additional offices across United States, Europe, Australia, and Asia.

Advisors' Opinion:
  • [By Tim Brugger]

    After six years as CEO and managing director of�KKR's� (NYSE: KKR  ) �Japan operations, Shusaku Minoda has been named the division's new executive chairman, the company�announced Tuesday. Succeeding Minoda as CEO and managing director of KKR Japan is Hirofumi Hirano. The appointments become effective April 15.

  • [By Tim Melvin]

    Kohlberg Kravis and Roberts (KKR) is one of the best and best-known private equity firms in the world today, and it has several entities that are worth consideration by yield starved investors. One of those is KKR Financial Holdings (KFN), a finance company that invests in bonds, secured and senior loans, equities, oil and gas royalties and commercial real estate properties.

  • [By Lauren Pollock]

    KKR(KKR) & Co. said it reached a deal to acquire KKR Financial Holdings LLC(KFN), bringing under its roof the separate, specialty-finance company managed by the private-equity firm that pursues debt investments and other bets. KKR, known for large debt-fueled corporate takeovers, signed an agreement to take over the sister firm in a $2.6 billion all-stock deal, the New York company said. Shares of KKR Financial jumped 28% to $12.12 in premarket trading.

10 Best Rising Stocks To Own For 2014: Sanderson Farms Inc.(SAFM)

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

Advisors' Opinion:
  • [By Diane Alter]

    Dividend Stocks That Increased Payout in September

    Accenture plc (NYSE: ACN) announced a 14.8%, or $0.12 per share, increase to its semiannual dividend. The management consulting firm will now pay a semiannual dividend of $0.93. Shares yield 2.53%. Agruim Inc. (NYSE: AGU) boosted its dividend by $1.00 per share to a total dividend of $3.00 on an annualized basis. Shares of the global retailer of agricultural products now sprout a 3.54% yield. Air Industries Group Inc. (NYSE: AIRI) doubled its dividend to $0.125 per share. The maker of airplane and helicopter parts now floats a lofty yield of 6.6%. Alexandria Real Estate Equities Inc. (NYSE: ARE) upped its dividend 4.6% to $0.68 per quarter for a yield of 4.21%. Banner Corp. (Nasdaq: BANR) boosted its quarterly dividend 25% to $0.15 per share. The parent company of Banner and Islander Bank serves the Pacific Northwest region. Brady Corp. (NYSE: BRC) lifted its quarterly dividend 2.6% to $0.78 per share. It was the 28th straight dividend increase from the identification solutions company. Shares yield 2.57%. Campbell Soup Co. (NSE: CPB) raised its quarterly dividend to $0.31 per share, up from $0.29. The company last raised its dividend in November 2010. Shares yield a hearty 3.06%. CLARCOR Inc. (NYSE: CLC) raised its quarterly dividend 26% to $0.17 per share. It's the largest percentage increase from the Tennessee-based diversified marketer of mobile filtration and packaging products in the last 20 years, and it continues the company's consecutive streak of increasing dividends for the last 30 years. Franklin Resources Inc. (NYSE: BEN) boosted its quarterly dividend 2.6% to $0.10 per share. Frisch's Restaurants Inc. (NYSE: FRS) increased its quarterly dividend 12.5% to $0.18. Shares yield 3.10% The Goodyear Tire & Rubber Company (NYSE: GT), in a move that suggests good times are ahead, reinstated its dividend at $0.05 per share. Good
  • [By Arturo Cuevas]

    It looks like you and I will be eating more chicken this 2014. Retail beef prices remain at record highs, and we consumers will likely be driven more toward comparatively cheaper chicken meat in 2014. Given this trend, loading up on shares of Sanderson Farms (NASDAQ: SAFM  ) , Pilgrim's Pride (NASDAQ: PPC  ) , and�Tyson Foods (NYSE: TSN  ) �should be worth considering.

  • [By Geoff Gannon]

    If you can choose between owning Sanderson Farms (SAFM) and McCormick (MKC) ��pick McCormick. Spice is just a better product than chicken. Well, ceramic proppant is a really, really good product. It�� the spice of the oil industry.

10 Best Rising Stocks To Own For 2014: 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.

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