Monday, September 1, 2014

Top 5 Prefered Companies To Buy For 2014

When I received my MBA 20 years ago, I thought I was pretty well versed in the world of finance. But when I got to Wall Street that summer, I was quickly overwhelmed.

A litany of phrases were tossed out that I never read about in my finance textbooks. Here's just a small sample of investing phrases that they never talked about in b-school.

"I'm looking for the stock to consolidate from here."

Translation: I expect this stock to start falling and wouldn't want to buy it. This is a similar sentiment to a Wall Street downgrade from "buy" to "neutral" or "hold." Such downgrades actually mean a stock is very unappealing and bound to fall in price. Analysts use that code to avoid the dreaded "sell" rating, which can alienate them from the companies they follow. "I smell a secondary."

Top 5 Quality Stocks To Own Right Now: Gastar Exploration Ltd (GST)

Gastar Exploration Ltd (Gastar) is an independent energy company engaged in the exploration, development and production of natural gas and oil in the United States. The Company�� principal business activities include the identification, acquisition, and subsequent exploration and development of natural gas and oil properties with an emphasis on unconventional reserves, such as shale resource plays. As of December 31, 2011, it is pursuing the development of liquids-rich natural gas in the Marcellus Shale in the Appalachia area of West Virginia and, to a lesser extent, central and southwestern Pennsylvania. The Company also holds prospective acreage in the deep Bossier play in the Hilltop area of East Texas and conduct limited coal bed methane (CBM) development activities within the Powder River Basin of Wyoming and Montana. The Company is a holding company. Advisors' Opinion:
  • [By Josh Young]

    The parallel to Goodrich in the transaction is Gastar Exploration (GST), which has approximately 100,000 net acres in the Hunton (excluding additional exposure from the WEHLU deal). Gastar, similar to Goodrich prior to the Sanchez TMS deal, seems to trade at a discount to a $2,000 per acre implied value for its unconventional oil acreage. In fact, Gastar's CEO recently said he thought the current liquidation value of Gastar's Marcellus assets would be $4-7 per share, net of debt, versus the current $4.25 share price.

  • [By Robert Rapier]

    Gastar Exploration (NYSE: GST) is another Aggressive Portfolio pick made on Dec. 11, and so far it has rallied quite aggressively, producing a three-week capital gain of 26 percent. It helped here too to catch the very bottom of the recent correction, but Gastar has continued to report strong test well results from the Hunton Limestone play it’s pioneering in Oklahoma.

  • [By David Smith]

    Earlier, the company had pocketed $75.2 million by selling to Gastar Exploration (NYSEMKT: GST  ) leasehold acreage in Oklahoma's Kingfisher and Canadian counties. It'll obviously require a passel of sales of that magnitude to shore up an overweight balance sheet.

Top 5 Prefered Companies To Buy For 2014: VALE S.A.(VALE)

Vale S.A. engages in the exploration, production, and sale of basic metals in Brazil. The company also involves in fertilizers, logistics, and steel businesses. The Bulk Material segment consist of iron ore mining and pellet production, as well as its Brazilian Northern and Southern transportation systems, including railroads, ports, and terminals. This segment also includes manganese mining and ferroalloys. The Base Metals segment produces nonferrous minerals, including nickel, copper, and aluminum consisting of aluminum trading activities, alumina refining, aluminum metal smelting, and bauxite mining. The Fertilizers segment provides potash, phosphates, and nitrogen. The Logistic Services segment consists of transportation systems, including ships, ports, and railroads for third party cargos. This segment includes 10,179 kilometers of railroad infrastructure, 8 seaport terminals, 5 general cargo ports, and 2 iron ore export terminals. In addition, it generates energy thr ough hydroelectric power plants. The company was founded in 1942 and is based in Rio de Janeiro, Brazil.

Advisors' Opinion:
  • [By Geoff Gannon]

    The other two on the list are basic materials, they could be��good long-term to my stock portfolio. Assuming scarcity as their global trend (need to learn more here.)

    From the fundamental analysis: Rio is cheaper than BHP. But, RIO is qualitatively inferior when compared to BHP (ROIC, ROE, ROA). I have not looked at Vale (VALE), so maybe next weekend I will continue this exercise with VALE.

  • [By Taylor Muckerman]

    At the start of my Real Money Portfolio, I want to address a few key points. I knew that my first pick had to be a company that could be the cornerstone of my portfolio and generate income through dividend payments along with the potential for growth in share price. Global diversification is also a key tenet that I have my eye on. The final criterion that I want to build around is value. When screening for these qualities, Vale S.A. (NYSE: VALE  ) leapt out at me.

  • [By Selena Maranjian]

    Brazil-based Vale (NYSE: VALE  ) sank 33%, though the world's largest iron-ore concern offers a tempting dividend yield recently near 6%. Its forward P/E near 6 is less than half of its five-year average of 14, and the stock looks undervalued to many, though some aren't convinced. Vale has been tackling soft demand by cutting its costs significantly. The company's CEO is talking of restrained and disciplined capital spending.

  • [By Jon C. Ogg]

    Vale S.A. (NYSE: VALE) is the world�� largest producer of iron ore and pellets and has extensive China and emerging market exposure as a result. Despite the slowing emerging market story, Vale’s $14.90 share price now versus $13.15 at the time has brought gains of over 13%. Deutsche Bank target price was $22 and the consensus target was closer to $21.40 on July 1. Now the consensus price target is down to $20.16, but that is still much higher then the current price. A yield of almost 5% also stands out with a 52-week range of $12.39 to $21.88.

Top 5 Prefered Companies To Buy For 2014: LightInTheBox Holding Co Ltd (LITB)

Lightinthebox Holding Co., Ltd., incorporated on March 2008, is a global online retail company that delivers products directly to consumers globally. The Company offers a selection of lifestyle products through www.lightinthebox.com, www.miniinthebox.com and other Websites, which are available in 17 languages. It targets lifestyle product categories. It offers products in the three core categories of apparel, small accessories and gadgets and home and garden. As of December 31, 2012, the Company had more than 205,000 product listings. It primarily conducts its operations through its Hong Kong subsidiary, Light In The Box Limited and its Peoples Republic of China subsidiary, Lanting Jishi. In January 2014, the Company acquired Seattle-based social e-commerce company, Ador, Inc.

It operates its business from mainland China and Hong Kong but has delivered its products to consumers in over 200 countries and territories. During the year ended December 31, 2012, it derived 50.7% of its net revenues from Europe and North America, respectively. The Company offers customized products, such as wedding dress and evening dress, at scale for optimal marketing, merchandising and fulfillment. As of December 31, 2012, it offered its Website was available in English, French, Spanish, German, Italian, Portuguese, Russian, Dutch, Danish, Norwegian, Japanese, Swedish, Korean, Hebrew and Finnish.

The Company�� product offerings include apparel, small accessories and gadgets, home and garden, electronics and communication devices, and others. Apparel includes customized, special occasion apparel, such as wedding dresses, bridesmaid dresses, groom wear, cocktail dresses, formal evening wear, graduation dresses and accessories. It also includes fast fashion, namely women's apparel that represents the latest fashion trends, under its Three Seasons / TS brand. Small accessories and gadgets category includes video game accessories, tablet computer and computer gadgets, electronics gadgets, electronic! s accessories such as electronic cables, headsets and chargers and home theater system accessories, car accessories, cell phone accessories, flashlights, lights, home and office gadgets, batteries, gifts and party supplies, toys and travel kits. Small accessories and gadgets are predominantly offered through its Website, www.miniinthebox.com.

Home and garden category includes faucets (including its own Sprinkle brand of faucets), lighting fixtures, paintings, portable home appliances, bathroom fixtures, door and window fixtures and certain types of furniture. Electronics and communication devices category includes tablet computers, car electronics, security systems, portable music and digital video disk (DVD) players, projectors, cell phones, short-wave radios, virtual display glasses and music player sunglasses. Other category includes beauty products, such as make-up supplies, wigs, footbaths, and ultrasonic cleaners. It also includes sports and outdoors products.

Advisors' Opinion:
  • [By Jim Jubak]

    Paul Goodwin chose the Chinese company LightInTheBox Holdings (LITB) as his value play for this year. This company, based out of Bejing, actually sells most of its online merchandise to customers outside of mainland China.

  • [By Rick Munarriz]

    It was feast or famine for investors in Chinese Internet retailers this past week. Shares of online bookseller Dangdang (NYSE: DANG  ) soared 37% after posting strong quarterly results, but LightInTheBox (NYSE: LITB  ) went the other way after once again disappointing the market.

  • [By Rick Aristotle Munarriz]

    Alamy The market may have rallied remarkably this year, but there are plenty of stocks that never got the memo. Dozens of stocks are hitting fresh 52-week lows these days, and some of them aren't as bad as their low stock prices would seem to suggest. Last week, I took a look at five stocks that didn't deserve to be hitting new 52-week highs. Now it's time to flip things around and look at five stocks that hit new 52-week lows last week that are prime candidates to bounce back. Dice Holdings (DHX) 52-Week Range: $6.83-$10.43 Dice operates several industry-specific career and employment websites, including the namesake Dice.com for tech jobs, ClearanceJobs.com for jobs that require security clearance, and Rigzone.com for jobs in the oil industry. It's a novel approach to helping folks in specific sectors network, and naturally this is magnetic to potential employers. The success of LinkedIn (LNKD) may have taken some of the shine off Dice, but the company's still finding ways to grow. Analysts see revenue climbing at a slightly better than 6 percent clip this year and again in 2014. Kinder Morgan (KMI) 52-Week Range: $32.30-$41.49 Kinder Morgan watches over the country's largest network of natural gas pipelines. Thanks to its reputation as a cleaner energy source than coal or petroleum (and the massive upsurge in U.S. production thanks to the fracking boom), natural gas is a growing source of domestic energy. Even commercial vehicles are starting to be powered by liquefied natural gas. Kinder Morgan is growing, but it has missed Wall Street's profit targets in each of the three past quarters. That's been enough to scare off some investors. However, the falling share price has also made Kinder Morgan's healthy dividend that much more compelling. The stock's yield of 4.6 percent is too rich to ignore here. Liquidity Services (LQDT) 52-Week Range: $20.37-$44.40 Liquidity Services prides itself as a problem solver. It runs a marketplace for items that need to b

  • [By Rick Munarriz]

    LightInTheBox (NYSE: LITB  ) became the first Chinese company to go public on a stateside exchange since last year on Thursday.

    The online retailer of apparel, gadgets, and home furnishings priced its IPO at $9.50 on Wednesday night, closing out the week 32% higher.

Top 5 Prefered Companies To Buy For 2014: Ethan Allen Interiors Inc (ETH)

Ethan Allen Interiors Inc. (Ethan Allen), incorporated in May 25, 1989, through its wholly owned subsidiary, Ethan Allen Global, Inc. and Ethan Allen Global, Inc.�� subsidiaries, is a manufacturer and retailer of home furnishings and accessories, offering a complement of home decorating and design solutions through home furnishing retail networks. The Company operates in two segments: wholesale and retail. As of June 30, 2013, the Company operated 147 design centers and its independent retailers operated 148 design centers. Its wholesale segment net sales include sales to its retail segment and sales to its independent retailers. During the fiscal year ended June 30, 2013 (fiscal 2013), independent retailers opened 11 new design centers, acquired two from the Company, closed 12, and sold two to the Company.

The Company�� customer service offerings include gift card, on-line room planning and Ethan Allen Consumer Credit Programs. Gift Card allows customers to purchase gift cards through its Website or at any participating retail design center, which can be redeemed for any of its products or services. The Company offers, through its Website, an online room planning resource, which serves to assist consumers with their home decorating needs. Through the use of this Web-based tool, customers can determine which of its product offerings fit their particular needs based on their own individual home floor plan. The Ethan Allen Finance Plus program offers consumers (clients) a menu of custom financing options through the use of just one account.

Wholesale Segment

The wholesale segment, principally involved in the development of the Ethan Allen brand, encompasses all aspects of design, manufacture, sourcing, sale, and distribution of its range of home furnishings and accessories. Wholesale revenue is generated upon the wholesale sale and shipment of its products to its network of independently operated design centers and Company-operated design centers through its na! tional distribution center and one other smaller fulfillment center. The Company�� domestic manufacturing is included in the results of the wholesale segment. The Company operates four case plants (including one sawmill), three upholstery plants (two upholstery plants on its Maiden, North Carolina campus and one cut and sew plant in Mexico) and one home accessory plant. The Company also source selected case goods, upholstery, and home accessory items from third-party suppliers located both domestically and outside the United States.

Retail Segment

The retail segment sells home furnishings and accessories to consumers through a network of Company-operated design centers. During fiscal 2013, the Company opened seven design centers acquired two from independent retailers, closed four design centers and sold two to our independent retailers. As of June 30, 2013, the Company�� network of approximately 300 retail design centers and approximately 4,000 independent members of the Interior Design Affiliate program benefit from these marketing efforts.

Advisors' Opinion:
  • [By Dividends4Life]

    Memberships and Peers: LEG 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: Hooker Furniture Corp. (HOFT) with a 2.7% yield, Flexsteel Industries Inc. (FLXS) with a 1.8% yield and Ethan Allen Interiors Inc. (ETH) with a 1.6% yield.

  • [By Ben Levisohn]

    As if to drive that point home, the Gap (GPS) is getting hammered–its shares have dropped 6.6% to $36.89 today– after its same store sales fell 3%, below analyst forecasts for a gain of 1.6%. Ethan Allen (ETH), meanwhile, has fallen 4.3% to $26.32 after the retailer said earnings would come in between 30 cents and 32 cents, below forecasts for 40 cents.

  • [By Ben Levisohn]

    Shares of La-Z-Boy have gained 11% to $27.02 at 1:54 p.m. today. Its performance is also giving other furniture stocks a boost. Flexsteel (FLXS) has risen 1% to $27.60, Hooker Furniture (HOFT) has jumped 1.6% to $17.12 and Ethan Allen International (ETH) has advanced 1.2% to $29.20. Haverty Furniture (HVT) has dipped 0.3% to $27.87.

  • [By Dividends4Life]

    Memberships and Peers: LEG 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: Hooker Furniture Corp. (HOFT) with a 2.4% yield, Flexsteel Industries Inc. (FLXS) with a 2.7% yield and Ethan Allen Interiors Inc. (ETH) with a 1.4% yield.

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