It can be challenging to pick just one stock to add to your portfolio, when your choices are between two companies that each have a strong position in the market.
Whether it's between Coke and Pepsi, Nike and Reebok or Honda and Toyota, picking a clear winner in the stock purchase game isn't always a cut-and-dried decision. And now you can add one more rivalry to the mix -- as countless comparisons have been and continue to be made between tech giants Microsoft (NASDAQ: MSFT) and Apple (NASDAQ: AAPL), and debate has raged on many a trading floor about which is the better stock to purchase.
So the question we ask, flat out: Which would you rather add to your portfolio, Microsoft or Apple?
Top 10 Dow Dividend Companies For 2015: Entegris Inc. (ENTG)
Entegris, Inc. develops, manufactures, and supplies products and materials used in processing and manufacturing in the semiconductor and other high-technology industries worldwide. It operates in three segments: Contamination Control Solutions, Microenvironments, and Specialty Materials. The Contamination Control Solutions segment offers liquid filtration products, components and systems, and gas filtration products that purify, monitor, and deliver critical liquids and gases to the semiconductor manufacturing process and similar manufacturing processes. The Microenvironments segment provides wafer and reticle handling products, wafer shipping products, and data storage products to preserve the integrity of wafers, reticles, and electronic components at various stages of transport, processing, and storage. The Specialty Materials segment offers graphite components used in semiconductor equipment; and low-temperature, plasma-enhanced chemical vapor deposition coatings for c ritical components of semiconductor manufacturing equipment used in various stages of the manufacturing process. The company sells its products primarily through direct sales force, and strategic and independent distributors to integrated circuit device manufacturers, original equipment manufacturers (OEM), gas and chemical manufacturing companies, and high-precision electronics manufacturers; and electrical discharge machining customers, glass container manufacturers, aerospace manufacturers, and biomedical implantation device manufacturers, as well as flat panel display OEMs, materials suppliers, and end users. Entegris, Inc. was founded in 1966 and is headquartered in Billerica, Massachusetts.
Advisors' Opinion:- [By Ben Axler]
In the table below, we've listed a sample of small-cap semiconductor capital equipment stocks such as Entegris (ENTG), Advanced Energy Industries (AEIS), ATMI Inc. (ATMI), MKS Instruments (MKSI), Photronics Inc. (PLAB), Rudolph Technologies (RTEC),FormFactor (FORM) and Mattson Technology (MTSN). The peers trade at approximately 1.0x and 15.5x 2014E revenues and EPS, respectively. Furthermore, the average peer trades at 2.1x tangible book value. However, these multiples are based on average 2014E industry revenue and earnings growth of 18% and 119%, respectively. Axcelis is poised to grow at a rate substantially above the industry average.
- [By Michael Calia]
Entegris Inc.(ENTG) agreed to acquire ATMI for $1.15 billion, a deal that would combine two semiconductor industry suppliers in Entegris’ bid to become a more global leader. Entegris shares surged 17% to $12 premarket, while ATMI rose 25% to $33.76, approaching the offer price of $34 a share.
Top 10 Dow Dividend Companies For 2015: JinkoSolar Holding Company Limited(JKS)
JinkoSolar Holding Co., Ltd., together with its subsidiaries, engages in the manufacture and sale of solar power products in China and internationally. The company provides solar modules, silicon wafers and ingots, and solar cells, as well as processing services, including silicon wafer tolling services. It sells its products under the JinkoSolar brand name. The company?s customers include distributors, project developers, and system integrators. It trades its products under short-term contracts and by spot market sales. The company also produces accessory materials for solar power products, such as solar aluminum frame, solar junction box, aluminum materials windows, and other metal component parts. JinkoSolar Holding Co., Ltd. was founded in 2006 and is based in Shangrao, the People?s Republic of China.
Advisors' Opinion:- [By Zacks]
On Dec 17, Zacks Investment Research upgraded JinkoSolar Holding Co., Ltd. (NYSE: JKS) to a Zacks Rank #1 (Strong Buy).
Why the Upgrade?
- [By Sid Riggs]
Companies such as Canadian Solar Inc. (Nasdaq: CSIQ), SunPower Corporation (Nasdaq: SPWR), Trina Solar Limited (ADR) (NYSE: TSL), JinkoSolar Holding Co. Ltd (NYSE: JKS), and Yingli Green Energy Hold. Co. Ltd. (NYSE: YGE) have seen their shares explode 1,181%, 755%, 637%, 628%, and 420%, respectively, over the same time frame.
Top 5 Machinery Companies For 2015: Weyco Group Inc.(WEYS)
Weyco Group, Inc. engages in the distribution of men?s foot wear primarily in the United States, Canada, Europe, Australia, Asia, and South Africa. It offers casual, dress, and fashion shoes. The company offers its products under the brand names of Florsheim, Nunn Bush, Stacy Adams, Umi, Brass Boot, and Nunn Bush NXXT. Weyco Group sells its products to shoe specialty stores, department stores, and clothing retailers. As of December 31, 2010, it owned 35 retail stores in the United States and an Internet business. The company was formerly known as Weyenberg Shoe Manufacturing Company and changed its name to Weyco Group, Inc. in April 1990. Weyco Group, Inc. was founded in 1896 and is based in Milwaukee, Wisconsin.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Weyco Group (Nasdaq: WEYS ) , whose recent revenue and earnings are plotted below.
Top 10 Dow Dividend Companies For 2015: WPX Energy Inc (WPX)
WPX Energy, Inc. (WPX Energy), incorporated on April 19, 2011, is an independent natural gas and oil exploration and production company engaged in the exploitation and development of long-life unconventional properties. The Company focuses on exploiting its natural gas reserve base and related NGLs in the Piceance Basin of the Rocky Mountain region, and on developing its positions in the Bakken Shale oil play in North Dakota and the Marcellus Shale natural gas play in Pennsylvania. Its other areas of domestic operations include the Powder River Basin in Wyoming and the San Juan Basin in the southwestern United States. In addition, it owns a 69% controlling ownership interest in Apco Oil and Gas International, Inc. (Apco), which holds oil and gas concessions in Argentina and Colombia. As of December 31, 2010, it had proved reserves of 4,473 Bcfe, 59% of which were proved developed reserves. Average daily production as of March 31, 2011 was 1,251 MMcfe/d.
Bakken Shale
The Company acquired 89,420 net acres in the Williston Basin in North Dakota that is prospective for oil in the Bakken Shale. It acquired all of this acreage in December 2010 through the acquisition of Dakota-3 E&P Company LLC. As of December 31, 2010, it had three rigs operating on the Bakken Shale acreage. Since acquiring this acreage, the Company has drilled 10 operated wells on the Bakken Shale properties; nine Middle Bakken formation wells and one Three Forks formation well. Six of these wells have been completed and connected to sales with initial 30 day production rates ranging from 750 Boe/d to 1,100 Boe/d.
Marcellus Shale
The Company�� 99,301 net acres in the Marcellus Shale were acquired through two key transactions and additional leasing activities. In July 2010, the Company acquired 42,000 net acres in Susquehanna County in northeastern Pennsylvania. As of December 31, 2010, the Company had five rigs operating in the Marcellus Shale.
Advisors' Opinion:- [By Ben Levisohn]
Not all stocks are created equal, however, and the analysts expect some stocks to handily outperform others, and their top picks “are poised to deliver long-term, capital-efficient growth…while trading at attractive valuations that currently provide 20%+ upside to our price targets.” Their winners?�Oasis Petroleum (OAS),�Approach Resources (AREX),�Bonanza Creek Energy�(BCEI) and Gulfport Energy�(GPOR), all of which are rated Buy with Oasis also added to Goldman’s conviction list. Investors, however, should avoid �WPX Energy�(WPX), which the analysts rate a Sell. They explain why:
- [By Tyler Crowe]
To achieve greater efficiency in drilling and production, it will take both innovative thinking and advancements in technology, which we are seeing some magnificent progress in. One example is in the evolution of drill rigs. Some of the new rigs being built have the capacity to drill several wells at the same sight without being reassembled by crews, and companies are learning to optimize fracking stages. WPX Energy (NYSE: WPX ) is reaping some great benefits from utilizing these new rigs. The company was recently able to complete a well in Colorado in only four days compared to average times in other plays that range from 15-30 days.�
- [By MARKETWATCH]
SAN FRANCISCO (MarketWatch) -- Wall Street hedge-fund investor David Einhorn was active in the last quarter of 2013, taking new stakes in technology and energy companies, while trimming existing holdings in insurer Aetna (AET) , NCR Corp (NCR) and WPX Energy (WPX) , according to an SEC filing Friday. Einhorn's Greenlight Capital picked up stakes in Anadarko Petroleum (APC) , BP (BP) , McDermott Intl. (MDR) , Micron Technolgy (MU) and Take-Two Interactive (TTWO) , according to the latest 13F filing. He trimmed stakes in Aetna, Einstein Noah (BAGL) and WPX Energy, according to the filing.
- [By Tyler Crowe and Aimee Duffy]
For all of you who may be afraid of natural gas prices, here is some encouraging news: WPX Energy (NYSE: WPX ) intends to bring two more drilling rigs to its primary gas holdings in the Piceance Basin. This 40% jump in activity could be another sign that natural gas producers are ready to reverse course after a rough 2012.
Top 10 Dow Dividend Companies For 2015: Spdr S&P Oil & Gas Exploration & Production Etf (XOP)
SPDR S&P Oil & Gas Exploration & Production Exchange Traded Fund (The Fund) seeks to replicate as closely as possible, before expenses, the performance of an index derived from the oil and gas exploration and production segment of a United States total market composite index. The Fund uses a passive management strategy designed to track the total return performance of the S&P Oil & Gas Exploration & Production Select Industry Index (the Oil & Gas Exploration Index).
The Oil & Gas Exploration Index represents the oil and gas exploration and production sub-industry portion of the S&P Total Market Index (TMI). The S&P TMI tracks all the United States common stocks listed on the New York Stock Exchange (NYSE), American Stock Exchange (AMEX), National Association of Securities Dealers Automated Quotation (NASDAQ) National Market and NASDAQ Small Cap exchanges.
Advisors' Opinion:- [By Richard Moroney]
To uncover top picks, we looked for solid track records and reasonable expense ratios. Notable ETFs include SPDR S&P Oil & Gas Exploration & Production (XOP), Guggenheim S&P 500 Technology (BATS:RYT), and SPDR S&P Retail ETF (XRT).
Top 10 Dow Dividend Companies For 2015: Arctic Cat Inc.(ACAT)
Arctic Cat Inc. designs, engineers, manufactures, and markets snowmobiles and all-terrain vehicles (ATVs) under the Arctic Cat brand name in the United States and internationally. It also offers related parts, garments, and accessories. The company provides replacement parts and accessory items, such as electric start and reverse kits, luggage racks and bags, backrests, machine covers, windshields, and colored accessories; and maintenance supplies consisting of oil and fuel additives, track studs, and carbide runners for snow mobiles. It also provides ATV parts and accessories, including winch kits, snow plow kits, MRP Speedrack accessories, portable lights, utility bags, track kits, Speedpoint attachments, and maintenance supplies. In addition, the company offers snowmobile and ATV garments for adults and children under the Arcticwear and Arcticwear ATV Gear label. Its garment portfolio includes suits, jackets, pants, accessory garments, pull-overs, riding gloves, hats, b oots, gear bags, sweatshirts, t-shirts, caps, and helmets. The company markets its products through a network of independent dealers in the United States, Canada, and Europe; and through distributors representing dealers in the Middle East, Asia, and other international markets. Arctic Cat Inc. was founded in 1982 and is based in Plymouth, Minnesota.
Advisors' Opinion:- [By Dan Caplinger]
Investors lost confidence in the stock market on Thursday, as many market commentators started to consider the possibility that the long-awaited correction in the major market benchmarks could finally be happening. With small-cap stocks having already fallen substantially from their highs earlier this year, those bearish arguments took on more weight. But company-specific issues weighed on E-Commerce China Dangdang (NYSE: DANG ) , ExOne (NASDAQ: XONE ) , and Arctic Cat (NASDAQ: ACAT ) today, leading to much more dramatic losses for those stocks.
- [By Dan Caplinger]
On Wednesday, Arctic Cat (NASDAQ: ACAT ) 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. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.
Top 10 Dow Dividend Companies For 2015: Indus Motor Company Ltd (INDU)
Indus Motor Company Limited is a Pakistan-based company mainly engaged in the manufacture of automobiles and trucks. The Company is a joint-venture between the House of Habib, Toyota Motor Corporation and Toyota Tsusho Corporation for assembling, progressive manufacturing and marketing of Toyota-branded vehicles in Pakistan. It also acts as the sole distributor of Toyota-branded vehicles in Pakistan. In addition, the Company also acts as the sole distributor of Daihatsu-branded vehicles in Pakistan and has a license for assembling, progressive manufacturing and marketing of these vehicles in Pakistan. Advisors' Opinion:- [By Aubrey Pringle]
The S&P 500 fell 0.3 percent to 1,683.42 at 4 p.m. in New York, snapping the longest streak of gains since July. The Dow Jones Industrial Average (INDU) slipped 25.96 points, or 0.2 percent, to 15,300.64. About 5.7 billion shares changed hands on U.S. exchanges, 4 percent below the three-month average.
- [By Corinne Gretler]
Alcoa Inc. (AA) will unofficially start the second-quarter U.S. earnings season after the market closes today, when the biggest U.S. aluminum producer becomes the first company in the Dow Jones Industrial Average (INDU) to report results.
- [By Nikolaj Gammeltoft]
Procter & Gamble Co., United Technologies Corp. and Nike Inc. lost at least 1.4 percent to lead declines in 28 of 30 stocks in the Dow Jones Industrial Average. (INDU) All 10 of the main industry groups in the S&P 500 fell, led by consumer-staples and energy companies.
Top 10 Dow Dividend Companies For 2015: Aberdeen Emerging Markets Smaller Company Opportunities Fund Inc (ETF)
Aberdeen Emerging Markets Smaller Company Opportunities Fund Inc (the Fund), formerly Aberdeen Emerging Markets Telecommunications and Infrastructure Fund, Inc., non-diversified management investment company. The Fund�� principal investment objective is to seek long-term capital appreciation. Under normal market conditions, at least 80% of the Fund�� net assets, plus any borrowings for investment purposes, are invested in equity and debt securities of emerging markets telecommunications companies and of infrastructure companies. In addition, under normal market conditions, at least 20% (but not more than 24.9% at the time of purchase) of the Fund�� net assets will be invested in equity and debt securities of companies in the infrastructure industry. Aberdeen Asset Managers Limited (AAML) serves as the Fund�� investment adviser with respect to all investments. Advisors' Opinion:- [By Mani]
[Related -SPDR Gold Trust (ETF) (GLD): Is It Time To Buy Gold?]
UBS strategist Edel Tully expects gold will remain bid so long as Ukraine/Russia tensions remain high, but that needs to come from fresh longs as gross shorts are now much reduced.
- [By Rich Bieglmeier]
[Related -SPDR Gold Trust (ETF) (GLD): What Will Move Gold As Ukraine Crisis Eases?]
Back to atomic Number 79; iStock thought a 3-T review of gold might be timely as many investors might be wondering if the recent vertical drop is a buying opportunity or if it is best to stand on the sidelines.
Top 10 Dow Dividend Companies For 2015: Colony Financial Inc (CLNY)
Colony Financial, Inc. is a real estate investment and finance company. The Company primarily acquires, originates and manages a diversified portfolio of real estate-related debt instruments. The Company focuses on acquiring, originating and managing commercial mortgage loans, which may be performing, sub-performing or non-performing loans (including loan-to-own strategies), and other commercial real estate-related debt investments. The Company is managed by Colony Financial Manager, LLC (the Manager) and an affiliate of the Company.
The Company also may acquire other real estate and real estate-related debt assets. The Company collectively refers to commercial mortgage loans, other commercial real estate-related debt investments, commercial mortgage-backed securities (CMBS), real estate owned (REO), properties and other real estate and real estate-related assets as its target assets.
Advisors' Opinion:- [By Amanda Alix]
The investment-to-REIT model is alive and well
Before the very end of last year, those involved in the single-family purchase and rental business were largely private equity groups�like the Blackstone Group (NYSE: BX ) , Colony Financial (NYSE: CLNY ) , and Oaktree Capital (NYSE: OAK ) , which bought up distressed properties by the truckload. - [By Amanda Alix]
Is it risky to be putting so much money into an as-yet unproven business model? Some may think so, including investors. Noting the tumble in stock price that newbies like Silver Bay and American Residential have suffered recently, Colony Capital (NYSE: CLNY ) chief Thomas Barrack postponed�the IPO of his new single-family rental company, Colony American Homes. Similarly, Public Storage (NYSE: PSA ) has filed for an IPO, too, hoping to take its American Homes 4 Rent unit public -- at some unannounced, future date. In the meantime, American Homes can rely on its $500 million credit facility�with Wells Fargo, which may be bumped up to $1 billion if necessary.
- [By Amanda Alix]
For Wall Street types, single-family foreclosures can be bought cheaply and in bulk, then fixed up and rented. Companies like the Blackstone Group (NYSE: BX ) and Colony Financial (NYSE: CLNY ) have been very active in this market, with the former purchasing 16,000 homes just last year, and the latter ramping up its own portfolio to approximately 7,000. This new industry has also spawned fresh entrants from the REIT field, Silver Bay Realty (NYSE: SBY ) and Altisource Residential, (NYSE: RESI ) two trusts that were spun off earlier this year from parent companies Two Harbors Investment (NYSE: TWO ) and Altisource Portfolio Solutions (NASDAQ: ASPS ) , specifically to take advantage of the boom in the foreclosure-to-rental market.
Top 10 Dow Dividend Companies For 2015: Genuine Parts Company (GPC)
Genuine Parts Company distributes automotive replacement parts, industrial replacement parts, office products, and electrical/electronic materials in the United States, Puerto Rico, Canada, and Mexico. The company operates in four segments: Automotive Parts Group, Industrial Parts Group, Office Products Group, and Electrical/Electronic Materials Group. The Automotive Parts Group segment distributes automotive replacement parts for imported vehicles, trucks, SUVs, buses, motorcycles, recreational vehicles, farm vehicles, small engines, farm equipment, and heavy duty equipment. This segment also distributes accessory items used in the automotive aftermarket, such as repair shops, service stations, fleet operators, automobile and truck dealers, leasing companies, bus and truck lines, mass merchandisers, farms, industrial concerns, and individuals. It owns and operates automotive parts distribution centers and automotive parts stores under the NAPA name. The Industrial Parts G roup segment distributes industrial replacement parts and related supplies, such as bearings, mechanical power transmission, industrial automation, hose, hydraulic and pneumatic components, industrial supplies, and material handling products. This segment serves various industries, including the food, forest products, primary metal, paper, mining, automotive, petrochemical, and pharmaceutical industries. The Office Products Group segment involves in the wholesale distribution of a line of office and other business related products that are used in the daily operation of businesses, schools, offices, and institutions. The Electrical/Electronic Materials Group segment distributes insulating and conductive materials, assembly tools, test equipment, and custom fabricated parts. This segment provides distribution services to original equipment manufacturers, motor repair shops, and assembly markets. The company was founded in 1928 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By Ben Levisohn]
Heading into last night’s earnings report, O’Reilly had returned 50% this year including reinvested dividends, easily besting peers Autozone (AZO), which had returned 22%, Genuine Parts (GPC), which has returned 26%, and Advance Auto Parts (AAP), which had returned 38%,� thanks in large part to a 25% gain in the last month due to its purchase of General Parts International. Clearly, investors thought O’Reilly had something going for it its competitors did not.
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