Tuesday, January 20, 2015

Top 10 Warren Buffett Companies For 2014

DELAFIELD, Wis. (Stockpickr) -- Corporate insiders sell their own companies' stock for a number of reasons. ��

Must Read: Warren Buffett's Top 10 Dividend Stocks

They might need the cash for a big personal purchase such as a new house or yacht, or they might need the cash to fund a charity. Sometimes they sell as part of a planned selling program that they have put in place for diversification purposes, which allows them to sell stock in stages instead of selling all at one price.

Other times they sell because they think their stock is overvalued and the risk/reward is no longer attractive. Some even dump their own stock because they have inside knowledge that a competitor is eating their lunch and stealing market share. ��

But insiders usually buy their own shares for one reason: They think the stock is a bargain and has tremendous upside.

The key word in that last statement is "think." Just because a corporate insider thinks his or her stock is going to trade higher, that doesn't mean it will play out that way. Insiders can have all the conviction in the world that their stock is a buy, but if the market doesn't agree with them, the stock could end up going nowhere. Also, I say "usually" because sometimes insiders are loaned money by the company to buy their own stock. Those loans are often sweetheart deals and shouldn't be viewed as organic insider buying.

Hot Internet Stocks To Watch For 2015: The Andersons Inc.(ANDE)

The Andersons, Inc. engages in the grain, ethanol, plant nutrient, railcar leasing and repair, turf products production, and general merchandise retailing businesses. It operates in six segments: Grain, Ethanol, Rail, Plant Nutrient, Turf & Specialty, and Retail. The Grain segment operates grain elevators; and is involved in the storage, merchandising, and trading of grains, as well as offers marketing, risk management, and corn origination services to its customers. The Ethanol segment operates three ethanol production facilities; and provides facility operations, risk management, and ethanol and distillers dried grains marketing to the ethanol plants. The Rail segment buys, sells, leases, rebuilds, and repairs a fleet of approximately 23,000 railcars and locomotives; offers fleet management services to private railcar owners; engages in metal fabrication business; and invests in short-line railroad. The Plant Nutrient segment manufactures, distributes, and retails dry an d liquid agricultural nutrients, and pelleted lime and gypsum products to agricultural farm supply dealers; and essential crop nutrients, crop protection chemicals, and seed products, as well as provides application and agronomic services to commercial and family farmers. This segment also offers warehousing, packaging, and manufacturing services to manufacturers and other distributors; and various industrial products, including nitrogen reagents for air pollution control systems. The Turf & Specialty segment produces granular fertilizer and control products for the turf and ornamental markets; and fertilizer and control products, and corncob-based animal bedding and cat litter for the consumer markets. The Retail segment operates The Andersons retail stores; The Andersons Market, a specialty food market; a distribution center; and a lawn and garden equipment sales and service shop. The Andersons, Inc. was founded in 1947 and is headquartered in Maumee, Ohio.

Advisors' Opinion:
  • [By Paul Ausick]

    Ethanol producers like Pacific Ethanol Inc. (NASDAQ: PEIX), The Andersons Inc. (NASDAQ: ANDE) and Archer Daniels Midland Co. (NYSE: ADM), as well as other members of the trade group Renewable Fuels Association (RFA), are mightily displeased by this EPA proposal. Refiner and ethanol producer Valero Corp. (NYSE: VLO), which is not a member of the trade group, has been among the loudest critics of the higher blending requirements.

  • [By Ben Levisohn]

    Archer isn’t the only stock being hit today. Bunge (BG) has dropped 0.3% to $81.91, while Andersons (ANDE) has fallen 2.2% to $81.55.

    Archer was already weak after reports that Australia would block its takeover of GrainCorp.

  • [By Jon C. Ogg]

    The Andersons Inc. (NASDAQ: ANDE) was downgraded to Hold from Buy at BB&T Capital Markets.

    Buckeye Partners L.P. (NYSE: BPL) was downgraded to Neutral from Overweight at J.P. Morgan.

Top 10 Warren Buffett Companies For 2014: Micrel Incorporated(MCRL)

Micrel Incorporated, doing business as Micrel Semiconductor, designs, develops, manufactures, and markets high-performance analog power, mixed-signal, and digital integrated circuits (ICs) primarily in North America, Europe, and Asia. It offers power management products, including cloud, single-board, and enterprise servers; network switches and routers; storage area networks; and wireless base stations for the networking and communications infrastructure markets. The company also provides power management standard products for industrial, consumer, defense, and automotive electronics markets. In addition, it manufactures custom analog and mixed-signal circuits; and provides wafer foundry services for the customers who produce electronic systems for communications, consumer, and military applications. Further, the company offers general linear parts; power analog circuits; high speed physical media devices and interface ICs; and Ethernet products, which comprise physical l ayer transceivers, media access controllers, switches, and system-on-chip devices. Additionally, it provides radio frequency (RF) data communications products, including QwikRadio family of RF receivers and transmitters, which include garage door openers, lighting and fan controls, automotive keyless entry, and remote controls; and RadioWire transceivers for applications, such as remote metering, security systems, and factory automation. The company?s products address a range of end markets, including cellular handsets, portable computing, enterprise and home networking, wide area and metropolitan area networks, digital televisions, and industrial equipment. Micrel Incorporated sells its products through a network of independent sales representatives, independent distributors, and stocking representative firms, as well as through a direct sales staff. The company was founded in 1978 and is based in San Jose, California.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    What: Shares of Micrel (NASDAQ: MCRL  ) jumped temporarily this morning, up by as much as 10% before giving back nearly all of those gains, following first-quarter earnings.

Top 10 Warren Buffett Companies For 2014: Rite Aid Corp (RAD)

Rite Aid Corporation, incorporated in 1968, is a retail drugstore chain in the United States. As of March 3, 2012, the Company operated drugstores in 31 states across the country and in the District of Columbia. As of March 3, 2012, it operated 4,667 stores. In the Company�� stores, it sells prescription drugs and a range of other merchandise, which it calls front end products. During the fiscal year ended March 3, 2012 (fiscal 2012), prescription drug sales accounted for 68.1% of its total sales. The Company carries a range of front end products, which accounted for 31.9% of its total sales in fiscal 2012. Front end products include over-the-counter medications, health and beauty aids, personal care items, cosmetics, household items, beverages, convenience foods, greeting cards, seasonal merchandise and other everyday and convenience products, as well as photo processing. It offers a variety of products under its private brands, which contributed approximately 17% of its front end sales in the categories where private brand products were offered in fiscal 2012. As of March 3, 2012, the Company had opened over 2,100 GNC stores-within-Rite Aid-stores. During fiscal 2012, the Company sold two owned operating stores to independent third parties.

During fiscal 2012, its stores filled approximately 295 million prescriptions and served an average of 2.1 million customers per day. The overall average size of each store in its chain is approximately 12,600 square feet. As of March 3, 2012, 60% of its stores were freestanding; 51% of its stores included a drive-thru pharmacy; 24% included one-hour photo shops, and 46% included a GNC store-within-Rite Aid-store. The Company�� customers may also order prescription refills over the Internet through www.riteaid.com, or over the phone through its telephonic automated refill systems for pick up at a Rite Aid store. It has a strategic alliance with GNC, a retailer of vitamin and mineral supplements.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading UP
    Rite Aid (NYSE: RAD) shot up 12.94 percent to $4.19 after the company posted a profit in its fiscal second quarter.

    Shares of GT Advanced Technologies (NASDAQ: GTAT) got a boost, shooting up 12.52 percent to $8.49. UBS upgraded the stock from Neutral to Buy.

  • [By WWW.DAILYFINANCE.COM]

    AlamyWebsites can help direct you to beauty-related freebies. Inner beauty matters most in my book, but trying to look your best outwardly can be important, too. Striving for beauty on the outside by using beauty products can help boost your confidence and show others that you take good care of yourself. On average, Americans spend more than $400 a year on personal care products. Although cosmetics and beauty products can add up to a pretty penny, beauty doesn't need to come with a hefty price tag. Here are some tips to manage beauty on a budget. 1. Free Samples Marketers love giving out free samples so consumers have the chance to try new products and fall in love with their products. The hope is that if you try a little, you'll like it enough to buy the full-size product at its full retail price. For frugal shoppers, free samples can be a tool that allows us the chance to stretch our dollars. By taking advantage of a variety of free beauty samples from many manufacturers, over time we can end up with enough free sample products to replace a few full-size ones. One woman who has perfected the search for freebies is Heather Hernandez, founder of Freebies4Mom.com. She started her site, which curates the best free samples available online, back in 2007. By signing up for her free e-mail newsletter you can be notified when new free samples are available and where to get them. Besides visiting Freebies4Mom.com, Heather shares two of her favorite sources for online freebies: SampleSource and PinchMe. SampleSource.com is a relatively new site that allows users to get free brand name samples. She recently received a free shampoo and new toothbrush from their site, which is free to join. PinchMe.com allows consumers to try free products in exchange for providing feedback on a short survey. On her last visit to the site, she got to select a free nail polish in the color of her choice. PinchMe has become very popular, so she recommends that you "pay attention to

  • [By Teresa Rivas]

    Rite Aid (RAD) was up more than 15% at recent check, near six-year highs, as its second quarter surprised investors with an unexpected profit.

    The drugstore said it earned $32.8 million, or three cents a share, compared with a year-earlier loss of $38.8 million, or a nickel a share. Analysts were looking for a per-share loss of four cents for the period ended August 31.

    Rite Aid�� total sales climbed 0.8% to $$6.28 billion, while same-store sales rose 1%, as a 0.3% decline in front-end sales was more than offset by a 1.7% increase in pharmacy sales.

    In addition, Rite Aid also increased its forecast, saying it now expects to earn to between 18 cents and 27 cents a share on sales of $25.1 billion to $25.3 billion and same-store sales of plus or minus 0.5%. The company�� EPS estimate is above expectations, while the revenue guidance is in-line with current forecasts.

    At recent check, rival Walgreen (WAG), the nation�� largest chain, was up 0.5%, while CVS Caremark (CVS), the second-largest drugstore operator, was down 0.1%.

  • [By Jeremy Bowman]

    Earlier in the day,�Rite Aid� (NYSE: RAD  ) shares tumbled on its own weak outlook, finishing down 8%. The drugstore chain said that higher-than-expected costs for generic drugs were weighing on its bottom line, and it expects a per-share profit of just $0.04 this quarter, below estimates of $0.08. For the full year, it lowered its EPS guidance to $0.30-$0.40 from $0.31-$0.42, against the consensus at $0.39. Guidance on the top line was unaffected, and sales continue to steadily improve as Rite Aid said comps increased 3.5% in May. The lowered guidance was only minor, but shares have nearly tripled in the last year, so the stock price may have finally gotten ahead of expectations.�

Top 10 Warren Buffett Companies For 2014: iShares North American Tech-Multimedia Networking ETF (IGN)

iShares S&P North American Technology-Multimedia Networking Index Fund (the Fund), formerly iShares S&P GSTI Networking Index Fund, seeks investment results that correspond to the price and yield performance, before fees and expenses, as represented by the S&P North American Technology-Multimedia Networking Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

The Index includes companies that are producers of telecom equipment, data networking and wireless equipment. The Index has been developed as an equity benchmark for United States-traded multimedia networking stocks.

Advisors' Opinion:
  • [By John Udovich]

    Mid cap networking solutions company Brocade Communications Systems, Inc (NASDAQ: BRCD) has pretty much been a sleeper for investors since the dot.com bust, but that has changed over the past year���meaning its worth revisiting the stock along with potential performance benchmarks�like QLogic Corporation (NASDAQ: QLGC), Emulex Corporation (NYSE: ELX) and iShares North American Tech-Multimedia Networking ETF (NYSEARCA: IGN). I should mention that we have recently Brocade Communications Systems to our SmallCap Network Elite Opportunity (SCN EO) portfolio because the company has successfully transitioned from being a hardware company to supporting virtual networks via software and it continues to offer best-of-breed technology.

  • [By John Udovich]

    Just before Thanksgiving, small cap networking stock Infoblox Inc (NYSE: BLOX) sank 28.65% on guidance that was below expectations, but the stock has still outperformed the year-to-date�performance of�networking ETF like the PowerShares Dynamic Networking ETF (NYSEARCA: PXQ) and iShares S&P North American Networking ETF (NYSEARCA: IGN). So what went wrong and could investors have just overeacted?

  • [By John Udovich]

    Mid cap telco equipment stock Alcatel Lucent SA (NYSE: ALU) is up 205.9% since the start of the year for a much better performance�verses peers or benchmarks like Ericsson (NASDAQ: ERIC) or the iShares North American Tech-Multimedia Networking ETF (NYSEARCA: IGN)���meaning its probably worth taking a closer look at the stock as its been producing plenty of good news for a change.�I should note that we have recently added�Alcatel Lucent SA to our SmallCap Network Elite Opportunity (SCN EO) portfolio as a�technical based trade because we think shares will continue higher on speculation�about an�improved global footprint�for this leading mobile data network provider.

Top 10 Warren Buffett Companies For 2014: NGex Resources Inc (NGQRF.PK)

NGEx Resources Inc. (NGEx) is engaged in the acquisition, exploration, and development of precious and base metal properties located in North and South America. The Company�� projects include Josemaria Project, Vicuna Project, Tamberias Property, Colmillos project, Andrea Project, GJ/Kinaskan Property, Mogoraib (Hambok), Kerkebet, Shukula and Lelit, Bada Potash License and Congo-Brazzaville. Its Josemaria is a copper/gold porphyry project located in San Juan Province, Argentina. The Vicuna properties consist of approximately 31,650 hectares that covers a number of porphyry copper and high sulfidation gold targets in San Juan Province, Argentina. During the year ended December 31, 2011, it completed 9,643 meters of diamond drilling in 14 holes on its 60% owned Los Helados copper-gold project located in Chile. In October 2012, it sold its Hambok copper-zinc deposit to Bisha Mining Share Company. Advisors' Opinion:
  • [By The Investment Doctor]

    In this article I'll have a closer look at NGEX Resources (NGQRF.PK), a member of the Lunding Group which owns the extremely large Los Helados copper project in Chile, the Josemaria project in Argentina and the Filo del Sol project exactly on the border of Chile and Argentina. As these three properties are within 11 miles from each other, one can easily say NGEX is a potential district play.

Top 10 Warren Buffett Companies For 2014: Reliance Steel & Aluminum Co.(RS)

Reliance Steel & Aluminum Co. operates as a metals service center company primarily in the United States and Canada. The company provides metals processing services and distributes a line of approximately 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products to mills and original equipment manufacturers. Its processing services comprise cutting, leveling, sawing, machining, or electropolishing. The company also offers a range of metal perforating and fabrication services; and steel and alloy pipes, tube and bar products, and precision manufacturing of various tools designed for the global energy service companies. Reliance Steel & Aluminum Co. serves manufacturers and end-users in the general manufacturing, non-residential construction, transportation, aerospace, energy, electronics, and semiconductor fabrication and related industries. As of December 31, 2011, it maintained approximately 220 metals service center processing and distribution facilities in the United States, Belgium, Canada, China, Malaysia, Mexico, Singapore, South Korea, the United Arab Emirates, and the United Kingdom. The company was founded in 1939 and is headquartered in Los Angeles, California.

Advisors' Opinion:
  • [By Kelley Wright]

    Reliance Steel & Aluminum (RS)��ielding 1.8%.

    The Timely Ten is comprised of stocks from the Undervalued category, based on dividend parameters. They generally have an S&P Dividend & Earnings Quality ranking of A- or better, and show exemplary long-term dividend growth.

  • [By Dan Caplinger]

    Reliance Steel & Aluminum (NYSE: RS  ) : up 100%
    The steel industry has been struggling lately, so it's especially remarkable to see Reliance Steel having made not one but two dividend increases in the past year. With increases from $0.15 per share last May to $0.25 in August and then to $0.30 in March, Reliance is bucking the negative trends in steel. What's especially noteworthy is that the company raised its payout even after announcing more than a $750 million deal to buy Metals USA in February -- a move that might have led other companies to rein in its payouts.

  • [By Kelley Wright]

    Reliance Steel & Aluminum (RS) is North America's largest metals service company and is looking to get even bigger. The company has increased dividends 20 times since its IPO in 1994, so its designation for outstanding dividend growth is a no-brainer.

  • [By Monica Gerson]

    Reliance Steel & Aluminum Co (NYSE: RS) is estimated to report its Q3 earnings at $1.20 per share on revenue of $2.54 billion.

    PulteGroup (NYSE: PHM) is expected to report its Q3 earnings at $0.36 per share on revenue of $1.46 billion.

Top 10 Warren Buffett Companies For 2014: A. H. Belo Corp (AHC)

A. H. Belo Corp incorporated on October 1, 2007, is a newspaper publishing and local news and information company that owns and operates four metropolitan daily newspapers and several associated Web sites. The Company publishes The Dallas Morning News, The Providence Journal, The Press-Enterprise (Riverside, CA), and the Denton Record-Chronicle. It publishes various niche publications targeting specific audiences, and its investments and/or partnerships include Classified Ventures, LLC, owner of cars.com and the Yahoo! Inc. (Yahoo!) Newspaper Consortium. The Company also owns and operates commercial printing, distribution and direct mail service businesses. The Company�� primary sources of revenue include advertising sold in published issues of its newspapers and on the Company�� Web sites, the sale of newspapers to subscribers and single copy customers, and commercial printing and distribution. In July 2012, The Dallas Morning News acquired Pegasus News (www.pegasusnews.com) from PanLocal Media LLC, a subsidiary of Archstream LLC of Dallas.

The Company�� The Dallas Morning News is a metropolitan newspapers in America. The Dallas Morning News is distributed primarily in Dallas County and 10 surrounding counties. The Dallas Morning News also publishes Briefing, a condensed newspaper distributed four days per week at no charge to non-subscribers of The Dallas Morning News in select coverage areas, and Al Dia, a Spanish-language newspaper published on Wednesdays and Saturdays and distributed at no charge in select coverage areas. The Dallas Morning News also publishes other news products targeted at communities in the North Texas area. The Dallas Morning News��financial and operating results also include The Denton Record-Chronicle.

The Company�� The Providence Journal is a newspaper in Rhode Island and southeastern Massachusetts. The Providence Journal is a daily newspaper of general circulation and continuous publication in the United States. The Providence Journal a! lso publishes ProjoExpress, a weekly publication distributed at no charge to households in select Rhode Island communities. The Press-Enterprise is distributed in the Inland Southern California region, which includes Riverside and San Bernardino Counties. The Press-Enterprise also publishes La Prensa, a weekly Spanish-language newspaper distributed at no charge in select coverage areas, as well as The Weekly, a targeted condensed newspaper distributed mid-week at no charge to non-subscribers, and Sunday Weekly, a publication that is distributed on Sunday at no charge to non-subscribers.

In addition to its core newspaper operations, the Company and Belo Corp., through their subsidiaries, together own 6.6% of Classified Ventures, LLC, a joint venture, in which the other owners are Gannett Co., Inc., The McClatchy Company, Tribune Company, and The Washington Post Company. The three principal online businesses Classified Ventures, LLC operates are cars.com, apartments.com, and homegain.com. The Company and Belo, through Belo Lead Management LLC, have also invested in ResponseLogix, Inc. (www.responselogix.com). ResponseLogix provides advanced, Internet-based management solutions to auto dealers.

Advertising

The Company has a portfolio of print, online and digital advertising products and services. During the year ended December 31, 2011, advertising revenues accounted for approximately 61.2 % of total revenues of which 12.5 of advertising revenue was generated by the Company�� digital advertising products. Its Display advertising revenue consists of sales of advertising space within its newspapers and niche publications to local, regional or national retail and service businesses with local operations, affiliates or resellers. Its Classified advertising revenue comprises sales of advertising space in the classified and other sections of its newspapers, which include certain automotive, real estate, employment and other.

The Company�� Preprint revenue ! is earned! from sales of pre-printed advertisements or circulars inserted into its core newspapers and niche publications, or distributed by mail or third-party distributors to households in targeted areas in order to provide total market coverage for advertisers. Its Digital advertising revenue consists of sales of and other display, video, behavioral targeting, search, rich media, directories, classifieds, direct email marketing, or other advertising on digital platforms associated and integrated with the Company�� print publications, and on third party Web sites, such as Yahoo!, monster.com, and cars.com..

Circulation

Circulation revenues accounted for approximately 30.3 % of total revenues in 2011 and represent subscription and single copy sales revenue related primarily to the Company�� core newspapers. The Company�� Websites also include (dallasnews.com, providencejournal.com, pe.com and other related Websites) offering users news information, user-generated content, advertising, e-commerce and other services.

Printing and Distribution

Printing and distribution revenues comprised approximately 8.5 % of the Company�� revenue in 2011 and consists primarily of commercial printing, distribution and direct mail service. The Company provides commercial printing services, primarily for national newspapers, such as The Wall Street Journal, The New York Times and USA Today and other local newspapers. Newsprint used in the production of large national newspapers is generally provided by the customer. The Company also provides home delivery and retail outlet distribution services, for such national newspapers, as well as for regional newspapers delivered into its coverage areas, such as The Boston Globe and the Los Angeles Times. The Company also operates a direct mail service business in Phoenix, Arizona and Las Vegas, Nevada.

Advisors' Opinion:
  • [By Jon Friedman]

    Editor's note: A previous version of this article referred to A.H. Belo (NYSE: AHC) instead of Belo Corp. (NYSE: BLC). The Fool regrets the error.�

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