Sprott Resource Corp (SCPZF.PK) is a resource private equity fund wrapped in a public company to provide permanent patient capital. The company makes strategic investments in the resource sector, and has a track record of significant gains. It has initiated a policy of paying 0.833% of its equity as a dividend every month. Because the company trades at a discount to its current book value, this equates to a dividend yield of 11.5% per year. The company expects that it will still be able to grow book value even with this distribution policy, and the company's track record would suggest that is the case. The company is based in Canada, and all numbers within this article are in Canadian dollars.
During the last six years, the company has realized gains from investments in coal, oil and gas, silver, and agricultural mining. The total gains of $283 million annualize to $47 million of gains per year, which comfortably exceeds the $42 million per year of dividends they are distributing on a go forward basis. If the company is able to generate gains at the same rate, then the dividend will be sustainable.
Top 10 Canadian Companies For 2014: Franklin Covey Company (FC)
Franklin Covey Co. provides training and consulting solutions to address leadership, execution, productivity, trust, customer loyalty, sales performance, and education problems worldwide. The company also offers clients with training in management skills, relationship skills, and individual effectiveness, as well as personal-effectiveness literature and electronic educational solutions. In addition, it sells a suite of individual-effectiveness and leadership-development training products; and books, e-books, audio media, downloadable and paper-based tools, content-rich software applications for smart phones and other handheld devices, training accessories, and other related products. The company delivers its products and services through onsite presentations, facilitators, international licensees, e-learning, public workshops, custom solutions, intellectual property licenses, and media publishing methods to organizational clients, including corporations, governmental agenc ies, educational institutions, and other organizations, as well as individual clients. Franklin Covey Co. was founded in 1983 and is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By Laura Brodbeck]
Tuesday
Earnings Expected: IHS Inc. (NYSE: IHS), Commercial Metals Company (NYSE: CMC), Franklin Covey Company (NYSE: FC), Micron Technology, Inc. (NASDAQ: MU), Apollo Group, Inc. (NASDAQ: APOL) Economic Releases Expected: French consumer confidence, German unemployment rate, Brazilian CPI, Canadian trade balanceWednesday
Top 10 Canadian Companies For 2014: AmerisourceBergen Corporation (HOLDING CO)
AmerisourceBergen Corporation, a pharmaceutical services company, provides drug distribution and related services to healthcare providers and pharmaceutical manufacturers in the United States, the United Kingdom, and Canada. The company distributes brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to various healthcare providers, including acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical and dialysis clinics, physicians, and long-term care and other alternate site pharmacies. It also offers various services, such as pharmaceutical packaging, pharmacy automation, inventory management, reimbursement and pharmaceutical consulting and staffing services, logistics services, and pharmacy management. In addition, AmerisourceBergen provides scalable automated pharmacy dispensing equipment, medication and supply dispensing cabinets , and supply management software to various retail and institutional healthcare providers. Further, the company offers distribution and other services to physicians, who specialize in various disease states; distributes plasma and other blood products, injectible pharmaceuticals, and vaccines; and provides drug commercialization, third party logistics, reimbursement consulting, data analytics, and outcomes research services for biotech and other pharmaceutical manufacturers, as well as practice management and group purchasing services for physician practices. Additionally, it delivers unit dose, punch card, unit-of-use, and other packaging solutions to institutional and retail healthcare providers; and offers contract packaging and clinical trial material services for pharmaceutical manufacturers. The company serves customers through a network of distribution and service centers, and packaging facilities. AmerisourceBergen was founded in 1985 and is headquartered in Chesterb rook, Pennsylvania.
Top 5 Safest Stocks For 2014: 3M Company(MMM)
3M Company, together with subsidiaries, operates as a diversified technology company worldwide. The company?s Industrial and Transportation segment offers tapes, coated and non-woven abrasives, adhesives, specialty materials, filtration products, energy control products, closure systems for personal hygiene products, acoustic systems products, and components and products that are used in the manufacture, repair, and maintenance of automotive, marine, aircraft, and specialty vehicles. Its Health Care segment provides medical and surgical supplies, skin health and infection prevention products, inhalation and transdermal drug delivery systems, dental and orthodontic products, health information systems, and food safety products. The company?s Display and Graphics offers optical film solutions for LCD electronic displays; computer screen filters; reflective sheeting for transportation safety; commercial graphics sheeting and systems; and mobile interactive solutions, includin g mobile display technology, visual systems products, and computer privacy filters. The company?s Consumer and Office segment provides office supply products, stationery products, construction and home improvement products, home care products, protective material products, certain consumer retail personal safety products, and consumer health care products. Its Safety, Security and Protection Services segment offers personal protection products, safety and security products, cleaning and protection products for commercial establishments, track and trace solutions, and roofing granules for asphalt shingles. The company?s Electro and Communications segment provides packaging and interconnection devices; fluids that are used in the manufacture of computer chips, and for cooling electronics and lubricating computer hard disk drives; high-temperature and display tapes; insulating materials, including tapes and resins; and related items. The company was founded in 1902 and is based in St. Paul, Minnesota.
Advisors' Opinion:- [By Travis Hoium]
3M (NYSE: MMM ) is trying its hardest to pull the Dow higher, gaining 1.8% today. There are no huge drivers of the stock, but investors are starting to realize the value in 3M stock and appreciate the small innovations the company is making. Shares trade at just 15 times forward estimates and pay a 2.4% dividend, which has grown for 53 straight years, so there's value there.
Top 10 Canadian Companies For 2014: CenturyLink Inc.(CTL)
CenturyLink, Inc., together with its subsidiaries, operates as an integrated communications company. The company provides a range of communications services, including voice, Internet, data, and video services in the continental United States. Its services include local exchange and long distance voice telephone services, as well as enhanced voice services, such as call forwarding, caller identification, conference calling, voicemail, selective call ringing, and call waiting; wholesale local network access services; and data services, including high-speed Internet access services, data transmission services over special circuits and private lines, and switched digital television services, as well as special access and private line services. The company also offers fiber transport, competitive local exchange carrier, security monitoring, and other communications, as well as professional and business information services. In addition, it provides other related services, such as leasing, selling, installing, and maintaining customer premise telecommunications equipment and wiring; payphone services; and network database services, as well as participates in the publication of local telephone directories. Further, the company offers printing, direct mail services, and cable television services; and wireless broadband Internet access services and satellite television services. As of December 31, 2010, it operated approximately 6.5 million telephone access lines. CenturyLink, Inc was founded in 1968 and is based in Monroe, Louisiana.
Advisors' Opinion:- [By Dan Caplinger]
On Wednesday, CenturyLink (NYSE: CTL ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise.�
- [By Jon C. Ogg]
CenturyLink Inc. (NYSE: CTL) is losing one less adversarial call in a controversial stock. Nomura has raised its rating up to Neutral from Reduce now that shares have come down to within about 1.5% of a 52-week low.
Top 10 Canadian Companies For 2014: E.I. du Pont de Nemours and Company(DD)
E. I. du Pont de Nemours and Company operates as a science and technology company worldwide. It operates in seven segments: Agriculture & Nutrition, Electronics & Communications, Performance Chemicals, Performance Coatings, Performance Materials, Safety & Protection, and Pharmaceuticals. The Agriculture & Nutrition segment provides hybrid seed corn and soybean seed, herbicides, fungicides, insecticides, value enhanced grains, and soy protein under the Pioneer brand name. The Electronics & Communications segment supplies materials and systems for photovoltaic products, consumer electronics, displays, and advanced printing. The Performance Chemicals segment offers fluorochemicals, fluoropolymers, specialty and industrial chemicals, and white pigments for various markets, such as plastics and coatings, textiles, mining, pulp and paper, water treatment, and healthcare. The Performance Coatings segment supplies high performance liquid and powder coatings for motor vehicle origi nal equipment manufacturers (OEM); the motor vehicle after-market; and general industrial applications, such as such as coatings for heavy equipment, pipes and appliances, and electrical insulation. The Performance Materials segment provides polymers, elastomers, films, parts, and systems and solutions for the automotive OEM and associated after-market industries, as well as electrical, electronics, packaging, construction, oil, photovoltaics, aerospace, chemical processing, and consumer durable goods. The Safety & Protection segment primarily offers nonwovens, aramids, and solid surfaces for the construction, transportation, communications, industrial chemicals, oil and gas, electric utilities, automotive, manufacturing, defense, homeland security, and safety consulting industries. The Pharmaceuticals segment represents its interest in the collaboration relating to Cozaar/Hyzaar antihypertensive drugs. The company was founded in 1802 and is headquartered in Wilmington, Dela ware.
Advisors' Opinion:- [By Rich Duprey]
The synthetic trinity
Together, Monsanto, DuPont (NYSE: DD ) , and Syngenta�control 53% of the world's seed production, yet their reach is far greater as they sign�cross-licensing agreements with other companies. Monsanto recently hooked up with�Dow Chemical (NYSE: DOW ) and Bayer to have its technology embedded in their products. - [By Dan Caplinger]
On Tuesday, DuPont (NYSE: DD ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever surprises inevitably arise. That way, you'll be less likely to have an uninformed, knee-jerk reaction that turns out to be exactly the wrong move.
- [By Neha Chamaria]
DuPont (NYSE: DD ) is about to increase prices of titanium dioxide, or TiO2, products across all major markets effective July 1. It's a big piece of news for the pigment industry for two reasons: DuPont is the world's largest TiO2 pigment producer, and the price increase comes after a 14-month�hiatus.
Top 10 Canadian Companies For 2014: Newmont Mining Corporation(Holding Company)
Newmont Mining Corporation, together with its subsidiaries, engages in the acquisition, exploration, and production of gold and copper properties. The company?s assets or operations are located in the United States, Australia, Peru, Indonesia, Ghana, Canada, New Zealand, and Mexico. As of December 31, 2009, it had proven and probable gold reserves of approximately 93.5 million equity ounces and an aggregate land position of approximately 27,500 square miles. The company was founded in 1916 and is headquartered in Greenwood Village, Colorado.
Top 10 Canadian Companies For 2014: Brookfield Office Properties Inc. (BPO)
Brookfield Properties Corporation is a publicly owned real estate investment firm. The firm engages in the ownership, development, and management of premier commercial properties. It also provides ancillary real estate service businesses, such as tenant service and amenities. The firm invests in the real estate markets of the United States with a focus on North American cities, including New York, Boston, Washington, D.C., Toronto, Calgary, Denver, and Minneapolis. It primarily invests in properties and development sites predominantly office buildings. The firm operates as a subsidiary of Brookfield Asset Management Inc. It was formerly known as Carena-Bancorp Holdings, Inc. and changed its name to Le Holding Carena-Bancorp Inc. in 1978. The company further changed its name to Carena-Bancorp, Inc. in 1985; to Carena Developments Limited in 1989; and to Brookfield Properties Corporation in 1996. Brookfield Properties was founded in 1923 and is based in New York, New York wi th an additional office in Toronto, Canada
Advisors' Opinion:- [By Jake L'Ecuyer]
Shares of Brookfield Office Properties (NYSE: BPO) got a boost, shooting up 13.45 percent to $19.02 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.
Top 10 Canadian Companies For 2014: United States Steel Corporation(X)
United States Steel Corporation produces and sells steel mill products in North America and Central Europe. It operates in three segments: Flat-rolled Products (Flat-rolled), U. S. Steel Europe (USSE), and Tubular Products (Tubular). The Flat-rolled segment offers slabs, rounds, strip mill plates, sheets, and tin mill products, as well as iron ore and coke. This segment serves service center, conversion, transportation, construction, container, and appliance and electrical markets in North America. The USSE segment offers slabs, sheets, strip mill plates, tin mill products, and spiral welded pipes, as well as heating radiators and refractory ceramic materials. This segment serves the European construction, service center, conversion, container, transportation, and appliance and electrical, as well as and oil, gas, and petrochemical markets. The Tubular segment offers seamless and electric resistance welded steel casing and tubing; and standard, and line pipe and mechanical tubing. It primarily serves customers in the oil, gas, and petrochemical markets. The company also provides transportation services, including railroad and barge operations. In addition, it owns, develops, and manages various real estate assets, which include approximately 200,000 acres of surface rights primarily in Alabama, Illinois, Maryland, Michigan, Minnesota, and Pennsylvania; participates in joint ventures that are developing real estate projects in Alabama, Maryland, and Illinois; and owns approximately 4,000 acres of land in Ontario, Canada. The company was founded in 1901 and is headquartered in Pittsburgh, Pennsylvania.
Advisors' Opinion:- [By Dan Caplinger]
Materials have posted the weakest performance, just barely eking out a gain on the year, with technology and energy also falling behind the overall return of the S&P 500. For materials, the slowdown in China has sent commodity producers of all kinds for a loop. In particular, with slower construction activity, U.S. Steel (NYSE: X ) and other steel companies have seen their stocks tumble throughout 2013. That in turn has caused a cascade effect, as coal and iron-ore supplier Cliffs Natural Resources (NYSE: CLF ) has seen less demand for its vital inputs for the steel-making process. Gold's big decline last week only hurt matters by sending precious-metals miners down for the count as well.
- [By Dan Carroll]
That problem goes beyond just Chinese-based stocks, however. Firms in the industry, like Alcoa (NYSE: AA ) , won't be able to use China as a major source of future growth anymore with the manufacturing industry falling. China's slump is another hit to Alcoa's prospects. Moody's already downgraded the firm's bond rating to junk status�and, unless Alcoa can pivot away from China to some new source of growth, this stock's prospects look grim. The same goes for the likes of U.S. Steel (NYSE: X ) , which saw its own credit rating downgraded by S&P on Monday due to oversupply and poor market conditions in the steel industry. As long as Chinese giants like Wuhan continue pumping out steel into a supersaturated market, U.S Steel and its American and European competitors won't be able to recover from depressed prices, and a lack of demand -- something that will grow even worse as Chinese manufacturing demand falls.
- [By Wallace Witkowski]
On the S&P 500, Darden Restaurants Inc. (DRI) �, PulteGroup Inc. (PHM) �, U.S. Steel Corp. (X) �and Apple Inc. (AAPL) �were the big gainers.
Top 10 Canadian Companies For 2014: China Metro-Rural Holdings Limited(CNR)
China Metro-Rural Holdings Limited, through its subsidiaries, primarily engages in the development and operation of agricultural logistics and trade centers in northeast China. It also involves in purchasing, processing, assembling, merchandising, and distributing pearls and jewelry products. The company markets its pearls and jewelry products to wholesale distributors and mass merchandisers in Europe, the United States, Hong Kong, and other parts of Asia. In addition, it develops, sells, and leases residential and commercial properties in Hong Kong and the People?s Republic of China. The company is based in Tsimshatsui, Hong Kong.
Advisors' Opinion:- [By Katie Brennan]
Canadian National Railway Co. (CNR) added 0.9 percent to C$104.93 and Canadian Pacific Railway Ltd. rose 1.7 percent to C$131.73.
Niko Resources surged 3.4 percent to $8.64 after the company entered an agreement for a $60 million loan that will be funded by a group of institutional investors. Net proceeds from the loan will be used to fund working capital requirements.
Top 10 Canadian Companies For 2014: UniSource Energy Corporation(UNS)
UniSource Energy Corporation engages in the electric generation and energy delivery businesses. The company?s TEP segment generates, transmits, and distributes electricity to approximately 403,000 retail electric customers, including residential, commercial, industrial, and public sector customers in southeastern Arizona. It also sells electricity to other utilities and power marketing entities. As of December 31, 2010, this segment owned or leased 2,245 MW of net generating capacity, as well as owned or participated in electric transmission and distribution system consisting of 512 circuit-miles of 500-kV lines; 1,087 circuit-miles of 345-kV lines; 379 circuit-miles of 138-kV lines; 478 circuit-miles of 46-kV lines; and 2,621 circuit-miles of lower voltage primary lines. TEP segment generates electricity from coal, gas, oil, and solar sources. The company?s UNS Gas segment distributes gas to approximately 146,500 retail customers in Mohave, Yavapai, Coconino, and Navajo c ounties in northern Arizona, as well as Santa Cruz County in southeastern Arizona. As of December 31, 2010, this segment?s transmission and distribution system consisted of approximately 30 miles of steel transmission mains, 4,211 miles of steel and plastic distribution piping, and 136,439 customer service lines. The company?s UNS Electric segment transmits and distributes electricity to approximately 91,000 retail customers consisting of residential, commercial, and industrial customers in Mohave and Santa Cruz counties. As of December 31, 2010, UNS Electric?s transmission and distribution system consisted of approximately 56 circuit-miles of 115-kV transmission lines, 271 circuit-miles of 69-kV transmission lines, and 3,599 circuit-miles of underground and overhead distribution lines. This segment also owns the 65 MW Valencia plant, as well as 39 substations having an installed capacity of 1,788,050 kilovolt amperes. The company was founded in 1902 and is based in Tucson, Arizona.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading UP
UNS Energy (NYSE: UNS) shot up 27.75 percent to $58.56 after the company agreed to be acquired by Fortis Utility Group for $60.25 per share in cash.
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