Monday, August 25, 2014

Best Canadian Companies To Watch In Right Now

Green Mountain Coffee Roasters (NASDAQ: GMCR  ) has been on fire. The company's earnings and revenue growth aside, it has struck a megadeal with beverage giant�Coca-Cola� (NYSE: KO  ) . The company's Keurig customer base is on the rise, and Green Mountain is now looking to address the cold-beverage market with more innovative consumer products.

Strong metrics
Green Mountain sold a record 5.1 million brewers during the holiday season, which consisted of 4.9 million brewers and 200,000 machines from its other partners. The company's growth strategy has been to put more Keurig machines into more homes and offices and earn incremental recurring revenue from K-cup packs. In the last quarter, 67% of its total revenue came from portion packs. This trend is likely to continue, as more brewers will lead to higher portion-pack sales in spite of rising competition from private-label products.

The company's top line in the last quarter increased 4% to $1.4 billion and earnings per share increased 30%. Green Mountain's gross margin increased 220 basis points to 33.5% during the holiday quarter, mostly due to favorable coffee costs. The U.S. business grew 5%, but the Canadian segment declined 6% due to currency headwinds.�

Top Companies To Own In Right Now: FMC Corporation (FMC)

FMC Corporation, a chemical company, provides solutions, applications, and products for agricultural, consumer, and industrial markets. The company operates in three segments: Agricultural Products, Specialty Chemicals, and Industrial Chemicals. The Agricultural Products segment develops, markets, and sells a portfolio of crop protection, pest control, and lawn and garden products. It produces insecticides, herbicides, and fungicides to protect crops, including cotton, sugarcane, rice, corn, soybeans, cereals, fruits, and vegetables from insects and weed growth; and for non-agricultural applications, including pest control for home, garden, and other specialty markets, as well as for turf and roadside applications. The Specialty Chemicals segment focuses on food ingredients, pharmaceutical excipients, biomedical technologies, and lithium products. It produces microcrystalline cellulose that is used as drug dry tablet binder and disintegrant, and food ingredient; carrageena n, which is used as food ingredient for thickening and stabilizing; encapsulant for pharmaceutical and nutraceutical applications; alginates that are used as food ingredients, and for pharmaceutical excipient, wound care, orthopedic uses, and industrial uses; and lithium that is used in pharmaceuticals, polymers, batteries, greases and lubricants, air conditioning, and other industrial applications. The Industrial Chemicals segment produces inorganic materials, such as soda ash for glass, chemicals, and detergents; specialty peroxygens for pulp and paper, chemical processing, detergents, antimicrobial disinfectants, environmental applications, electronics, and polymers; and zeolites and silicates for detergents, car tires, pulp, and paper. It has operations in North America, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. The company was founded in 1884 and is headquartered in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Rich Duprey]

    Just as Monsanto is enjoying a surge in sales of Roundup, pesticide makers are witnessing greater sales of pesticides to combat these superbugs. Revenues at Sygenta (NYSE: SYT  ) rose 1.5% to $4.2 billion, FMC's (NYSE: FMC  ) sales were 5% higher, and American Vanguard's (NYSE: AVD  ) surged 39% last quarter. The three companies account for three-quarters of all ground pesticides sold in the United States.

  • [By Garrett Cook]

    FMC (NYSE: FMC) was down, falling 3.65 percent to $72.02 after the company lowered its FY14 earnings forecast and issued a weak Q2 outlook.

    Commodities

  • [By Garrett Cook]

    FMC (NYSE: FMC) was down, falling 4.64 percent to $71.28 after the company lowered its FY14 earnings forecast and issued a weak Q2 outlook.

    Commodities

  • [By Ben Levisohn]

    Timing of the transaction completion is mid 2015, following final approval of the BoD, receipt of favorable opinion on tax free status from IRS, shareholder approval, & all regulatory approvals. As a point of interest we have seen several announcements recently where an announcement of the split drives the stocks up 10% and quickly fades as timing sets in and market risk still exists. recent examples [Hertz (HTZ), FMC Corp (FMC), Agilent (A), Noble (NE), CBS (CBS)]. I would expect the stock to fade hard from these levels

Best Canadian Companies To Watch In Right Now: Crown Castle International Corporation (CCI)

Crown Castle International Corp., through its subsidiaries, owns, operates, and leases towers and other wireless infrastructure primarily in the United States and Australia. Its infrastructure includes distributed antenna system (DAS) networks, as well as rooftop installations. The company involves in the rental of antenna space of its towers to wireless communications companies. It also provides network services relating to its towers, which primarily include antenna installations and subsequent augmentations, as well as additional services, such as site acquisition, architectural and engineering, zoning and permitting, other construction, and other services related network development. As of December 31, 2010, it owned, leased, or managed approximately 23,900 towers, including 43 completed DAS networks. The company was founded in 1994 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Dimitra DeFotis]

    Among stocks, cellular tower operator�American Tower (AMT), a real estate investment trust, is up nearly 5% after saying it will buy the parent of tower operator Global Tower Partners for $4.8 billion, according to Flyonthewall.com. �Crown Castle International (CCI) is up 3%. Press release here.

Best Canadian Companies To Watch In Right Now: (AUQ)

AuRico Gold Inc. engages in the exploration, development, and production of gold and silver projects and properties in Canada, Mexico, and Australia. Its principal property includes the Ocampo mine covering approximately 15,000 hectares located in Chihuahua State. The company was formerly known as Gammon Gold Inc. and changed its name to AuRico Gold Inc. in June 2011. AuRico Gold Inc. was founded in 1986 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Garrett Cook]

    Basic materials sector was the top loser in the US market on Tuesday. Top decliners in the sector included Kraton Performance Polymers (NYSE: KRA), Molycorp (NYSE: MCP), and AuRico Gold (NYSE: AUQ).

Best Canadian Companies To Watch In Right Now: Agnico-Eagle Mines Limited(AEM)

Agnico-Eagle Mines Limited, through its subsidiaries, engages in the exploration, development, and production of mineral properties in Canada, Finland, and Mexico. The company primarily explores for gold, as well as silver, copper, zinc, and lead. Its flagship property includes the LaRonde mine located in the southern portion of the Abitibi volcanic belt, Canada. The company was founded in 1953 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Louis Navellier]

    Agnico-Eagle Mines (AEM) runs mineral properties in Canada, Finland and Mexico. Gold is AEM�� primary focus but it also looks for and mines silver, copper, zinc and lead.

  • [By Dan Caplinger]

    In the longer term, IAMGOLD could potential challenges from higher taxes on some of its holdings. The Canadian province of Quebec is considering changing the current 16% profit tax either to what amounts to a gross revenue tax or to a more progressive profit tax with higher rates on high-margin mining operations. Under current conditions, those taxes might not have much effect either on IAMGOLD or rivals Agnico-Eagle (NYSE: AEM  ) and Goldcorp (NYSE: GG  ) , both of which also have projects in the province, but it's hard to predict how a changes might affect future results if they take effect.

No comments:

Post a Comment