Six months into the year, the Dow Jones Industrials (DJINDICES: ^DJI ) have delivered their best performance since the roaring bull market of the 1990s, with gains of almost 14% having sent the average up by more than 1,800 points. Even though the Dow lost ground in June -- the first down month all year -- it still posted a respectable 2% gain for the second quarter.
But some of the Dow's stocks have done even better than the overall average. Let's look at the four stocks that have more than doubled the return of the Dow so far in 2013, with an eye toward what could be coming next for these companies in the second half of the year and beyond.
Hewlett-Packard (NYSE: HPQ ) , up 76.2%
Many investors don't understand how HP has managed to recover so strongly this year. After all, CEO Meg Whitman's turnaround strategy still has a long way to go before it completely plays out, and it's far from certain that HP will succeed in putting its PC legacy behind it and finding new avenues for strong growth. If you only look at 2013's stock performance in isolation, you might come to the conclusion that investors are betting everything on a home run from Whitman and her team.
Top Up And Coming Stocks To Own For 2015: Silicom Ltd(SILC)
Silicom Ltd. engages in the design, manufacture, marketing, and support of connectivity solutions for a range of servers and server based systems in the North America, Europe, and internationally. The company primarily offers high-end server networking cards with and without bypass that are known as server adapters. Its server adapters are used in various applications that include security appliances, wide area network optimization appliances, load balancing and traffic management appliances, network-attached storage, video on demand servers, content delivery servers, Internet service providers/Web hosting, and high end computing. Silicom Ltd. also offers intelligent and programmable cards, such as encryption acceleration cards and redirector cards; intelligent stand alone bypass units; 10 Gbps products with and without bypass; and server to appliance converters. It markets its products through original equipment manufacturers, distributors, and resellers. The company was founded in 1987 and is based in Kfar Sava, Israel.
Advisors' Opinion:- [By Seth Jayson]
Silicom (Nasdaq: SILC ) reported earnings on July 22. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), Silicom beat expectations on revenues and beat expectations on earnings per share. - [By Lisa Levin]
Silicom (NASDAQ: SILC) jumped 33.10% to $61.88 as the company announced upbeat quarterly results.
Netflix (NASDAQ: NFLX) moved up 16.86% to $389.98 after the company reported better-than-expected fourth-quarter results.
Hot Heal Care Companies To Buy Right Now: Eco Depot Inc (ECDP)
Eco Depot, Inc. (Eco Depot), incorporated on November 2, 2004, is a development-stage company. The Company is in the business of developing an Internet e-commerce Website that will sell a range of environmentally friendly goods, energy efficient building and construction materials and sustainable home products. Eco Depot will not manufacture any equipment or goods, but will resell green products from various manufacturers. In July 2010, Eco Depot Inc acquired CS Tech (America).
Eco Depot, Inc. plans to develop and market an e-commerce enabled Website, which would attract prospective industrial clientele, businesses, municipalities and individual customers seeking cleaner technologies and products. The Company plans to market and sell through its Website goods and products that are defined as green. These green products include recycled paper counter tops, environmentally friendly paints, and recycled glass tiles. Eco Depot began the initial development of its Website (www.ecodepotinc.com.) where these products are listed.
Advisors' Opinion:- [By Peter Graham]
Small cap green stocks Eco Depot Inc (OTCMKTS: ECDP), Eco Building Products Inc (OTCMKTS: ECOB) and Profire Energy, Inc (OTCBB: PFIE) has been getting some extra attention lately in various investment newsletters thanks to paid promotions or investor relation campaigns. Of course, there is nothing wrong with properly disclosed promotions and investor relations campaigns, but small cap green stocks tend to be extra volatile when compared with other stocks. So how in greenbacks will these three small cap green stocks produce for investors? Here is a quick reality check:
Hot Heal Care Companies To Buy Right Now: iShares MSCI Germany ETF (EWG)
iShares MSCI Germany Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the German market, as measured by the MSCI Germany Index (the Index). The Index seeks to measure the performance of the German equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Mark Salzinger]
iShares MSCI Germany (EWG) and iShares MSCI Switzerland (EWL) continue to have relatively attractive valuations.
EWG recently sported an average price/earnings (P/E) ratio on 2013's projected earnings of 12.6 and a price/book value (P/B) of just 1.4.
- [By Matthew McCall]
iShares MSCI Germany ETF (NYSE: EWG)
The mess in the Ukraine has spread to Western Europe. Germany led the region lower with a three percent loss this morning. The German economy is the largest in Europe and with their trading ties to Eastern Europe, it is not surprising to see the country falling on the news. Many Western Europe ETFs have gotten ahead of themselves in the short-term and the pullback on the conflict could result in a great buying opportunity by the end of the week, depending on how the situation plays out.
Hot Heal Care Companies To Buy Right Now: Berry Plastics Group Inc (BERY)
Berry Plastics Group, Inc. (Berry), incorporated on November 18, 2005, is a provider of plastic consumer packaging and engineered materials. Berry owns 100% interest of Berry Plastics Corporation. Berry sells its solutions predominantly into end markets, such as food and beverage, healthcare and personal care. The Company operates in three segments: Rigid Packaging, Engineered Materials and Flexible Packaging. As of September 19, 2012, the Company supplied its customers through 82 manufacturing facilities throughout the United States (68 locations) and select international locations (14 locations). In June 2012, the Company acquired 100% interest of Frans Nooren Beheer B.V. and its operating companies (Stopaq). In September 2011, the Company acquired 100% interests of Rexam Closures Kentucky Inc., Rexam Delta Inc., Rexam Closures LLC, Rexam Closure Systems LLC, Rexam de Mexico S. de R.L. de C.V., Rexam Singapore PTE Ltd., Rexam Participacoes Ltda. and Rexam Plasticos do Brasil Ltda. (collectively, Rexam SBC). In August 2011, Berry acquired 100% interest of LINPAC Packaging Filmco, Inc.
Rigid Packaging
The Company�� Rigid Packaging business consists of containers, foodservice items, house wares, closures, over caps, bottles, prescription vials, and tubes. The end uses for these products are consumer-oriented end markets, such as food and beverage, retail mass marketers, healthcare, personal care and household chemical. The Company manufactures a collection of container products. The Company produces 32 ounce or thermoformed polypropylene (PP) drink cups and offers a product line with sizes ranging from 12 to 52 ounces. The Company�� products of house wares market is focused on producing semi-disposable plastic home and party and plastic garden products. The Company produces closures and over caps across several of its product lines, including continuous-thread and child-resistant closures, as well as aerosol over caps. The Company also provides a range of custom closure ! solutions including fitments and plugs for medical applications, cups and spouts for liquid laundry detergent, and dropper bulb assemblies for medical and personal care applications.
The Company competes with Airlite, Letica, Polytainers, Silgan, Aptar Group and Reynolds.
Engineered Materials
Berry�� Engineered Materials business primarily consists of pipeline corrosion protection solutions, specialty tapes and adhesives, polyethylene-based film products, and can liners served to a variety of end markets including oil, water and gas infrastructure, industrial and consumer-oriented end markets. The Company produces anti-corrosion products to infrastructure, rehabilitation and pipeline projects throughout the world. Products include heat-shrinkable coatings, single- and multi-layer sleeves, pipeline coating tapes, anode systems for cathodic protection and epoxy coatings. These products are used in oil, gas and water supply and construction applications.
Berry is the manufacturer of cloth and foil tape products. Other tape products include range of splicing and laminating tapes, flame-retardant tapes, vinyl-coated and carton sealing tapes, electrical, double-faced cloth, masking, mounting, original equipment manufacturer (OEM) medical and specialty tapes. These products are sold under the National, Nashua and Polyken brands in the United States. The Company manufactures and sells a portfolio of PE-based film products to end users in the retail markets. These products are sold under brands, such as Ruffies and Film-Gard. Its products include drop cloths and retail trash bags. The Company manufactures customized PP-based, woven and sewn containers for the transportation and storage of raw materials, such as seeds, titanium dioxide, clay and resin pellets.
The Company offers range of polyvinyl chloride (PVC) meat film and agricultural film. Berry�� products are used primarily to wrap fresh meats, poultry and produce for supermarket applic! ations. I! n addition, the Company offers a line of boxed products for food service and retail sales. Berry sells trash-can liners and food bags for offices, restaurants, schools, hospitals, hotels, municipalities and manufacturing facilities. The Company also sells products under the Big City, Hospi-Tuff, Plas-Tuff, Rhino-X and Steel-Flex brands. The Company produces both hand and machine-wrap stretch films, which are used by end users to wrap products and packages for storage and shipping. It sells stretch film products to distributors and retail and industrial end users under the MaxTech and PalleTech brands.
The Company competes with AEP, Sigma and 3M.
Flexible Packaging
The Company�� Flexible Packaging business consists of barrier, multilayer film products, as well as finished flexible packages, such as printed bags and pouches. Berry manufactures and sells a range of film products ranging from mono layer to coextruded films having up to nine layers, lamination films sold primarily to flexible packaging converters and used for peelable lid stock, stand-up pouches, pillow pouches and other flexible packaging formats. The Company also manufactures barrier films used for cereal, cookie, cracker and dry mix packages that are sold directly to food manufacturers like Kraft and Pepsico. It also manufactures films for industrial applications ranging from lamination film for carpet padding to films used in solar panel construction.
The Company supplies component and packaging films used for personal care applications. Berry is a converter of printed bags, pouches and roll stock. Its manufacturing base includes integrated extrusion that combines with printing, laminating, bagmaking, Innolok and laser-score converting processes. The Company is a supplier of printed film products for the fresh bakery, tortilla and frozen vegetable markets with brands, such as SteamQuick Film, Freshview bags and Billboard. The Company manufactures specialty coated and laminated produ! cts for a! range of packaging applications. Its products are sold under the MarvelGuard and MarvelSeal brands and are sold to converters who transform them into finished goods.
The Company competes with Printpak, Tredegar and Bemis.
Advisors' Opinion:- [By Bryan Murphy]
It's certainly not as big as Berry Plastics Group Inc. (NYSE:BERY). It's not even as big as Tredegar Corporation (NYSE:TG). There's one big way AEP Industries (NASDAQ:AEPI) can certainly compete head-on with BERY and TG right now, however... as an investment opportunity. Thanks to the bullish bump AEPI gave us last week, a long-standing selloff has been revered, and there's a whole lot of ground to make up.
- [By John Udovich]
One of the most famous scenes in the cult classic, the Graduate, was when Mr. McGuire�took Dustin Hoffman�� character aside and said�"Ben, I want to say one word to you, just one word: Plastics"; but what about the Berry Plastics Group Inc (NYSE: BERY) and its performance verses that of the�iShares S&P 500 Index ETF (NYSEARCA: IVV), iShares Russell Midcap Index Fund ETF (NYSEARCA: IWR) and iShares S&P SmallCap 600 Index ETF (NYSEARCA: IJR)? I should mention that plastics and the Berry Plastics Group was not the place to be yesterday as the stock took a tumble on reduced guidance.
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