Monday, April 20, 2015

Top Railroad Stocks For 2015

Top Railroad Stocks For 2015: Retail Opportunity Investments Corp.(ROIC)

Retail Opportunity Investments Corp., a real estate investment trust (REIT), engages in the acquisition, ownership, and management of necessity-based community and neighborhood shopping centers in the eastern and western regions of the United States. As of December 31, 2011, its portfolio consisted of 30 owned retail properties totaling approximately 3.2 million square feet of gross leasable area. The company has elected to be taxed as a REIT, for U.S. federal income tax purposes. The company is based in White Plains, New York.

Advisors' Opinion:
  • [By Brian Stoffel]

    Retail Opportunity Investment Corp. (NASDAQ: ROIC  )
    Fool analyst Michael Olsen tends to focus on overlooked companies that offer up deals based on the difference between a stock's price and its intrinsic value. His recent pick of ROIC stock is right down his alley.

  • [By David Trainer]

    Pilgrim's Pride Corp (PPC) is another one of my least favorite holdings in FVL. PPC is not a bad company. Its return on invested capital (ROIC) of 9% puts it near the median of all the companies we cover. The issue for PPC is its valuation. To justify its price of ~$17/share, PPC would need to grow after-tax profit (NOPAT) by 12% compounded annually. There is not a lot of value in this stock or this "value" index.

  • [By David Trainer]

    Kroger (KR) is one of my favorite stocks held by All Cap Blend ETFs and mutual funds and earns my Attractive rating. Kroger has grown profits (NOPAT) consistently since 1998 with a compounded annual growth rate of 8%. While Kroger's return on invested capital (ROIC) of 7% may not be top of the heap, its cost of capital (WACC) is less than 5%, allowing it to achieve positive economic earnings that have grown at a rate of 45% compounded annually since the financial crisis in 2008. Despite KR's excellent past few years, the stock is still tradi! ng at ~$37.63/share, giving KR a price to economic book value ratio of 0.7, implying that the market expects KR's profits to permanently decline by 30%. Judging by KR's past few years and its recent acquisition of expanding rival Harris Teeter (HTSI), this looks extremely unlikely, and investors should jump on while the stock still trades at a discount.

  • source from Top Stocks To Buy For 2015:

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