On Thursday, Toronto-Dominion (NYSE: TD ) 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, kneejerk reaction to news that turns out to be exactly the wrong move.
Even as U.S. banks were struggling during the mortgage meltdown in 2008, Toronto-Dominion and its Canadian peers held up relatively well. But the persistent strength in Canada's housing market has led to fears that it might be headed for a bubble of its own. Let's take an early look at what's been happening with Toronto-Dominion over the past quarter and what we're likely to see in its quarterly report.
Top 5 Cheap Stocks To Buy For 2015: ConocoPhillips(COP)
ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.
Advisors' Opinion:- [By Claudia Assis]
Major oil companies were mixed, with shares of Exxon Mobil Corp. (XOM) �down 0.2%. Shares of Chevron Corp. (CVX) �and ConocoPhillips (COP) �rose 0.3% each.
- [By Michael Fitzsimmons]
ConocoPhillips (COP) released Q2 2013 earnings that beat consensus estimates by $0.12/share. While the company has been performing flawlessly on its strategic multi-year transformation plan by disposing of non-core assets, organically growing production, and providing a compelling dividend, the story this quarter was early signs of the 3-5% growth in cash margins the company has promised. As a result, COP's Q2 earnings beat was in stark contrast to slightly disappointing results from Chevron (CVX) and a disastrous earnings report from ExxonMobil (XOM).
- [By Jonathan Yates]
That has pushed the price of major oil companies such as ConocoPhillips (NYSE: COP), Chevron (NYSE: CVX) and Occidental Petroleum (NYSE: OXY) lower in response. There are three main reasons why investors should look upon these falling prices as an opportunity to buy oil company stocks at a discount for the long-term.
- [By Robert Rapier]
Elsewhere, ConocoPhillips (NYSE: COP) is the majority owner and operator of the Darwin LNG facility, which began production in 2006.
The Pluto LNG project is a joint venture between Woodside, the operator, with a 90 percent interest, Tokyo Gas (5 percent) and Kansai Electric (5 percent). Pluto started production in April 2012.
Top 5 Canadian Stocks To Invest In 2014: Plains All American Pipeline L.P.(PAA)
Plains All American Pipeline, L.P., through its subsidiaries, engages in the transportation, storage, terminalling, and marketing of crude oil, refined products, and liquid petroleum gas (LPG) products in the United States and Canada. The company operates in three segments: Transportation, Facilities, and Supply and Logistics. The Transportation segment transports crude oil and refined products on pipelines, gathering systems, trucks, and barges. As of December 31, 2011, this segment owned and leased 16,000 miles of active crude oil and refined products pipelines and gathering systems; 23 million barrels of above-ground tank capacity used primarily to facilitate pipeline throughput; 67 trucks and 382 trailers; and 82 transport and storage barges, and 44 transport tugs. The Facilities segment provides storage, terminalling, and throughput services for crude oil, refined products, and LPG and natural gas, as well as offers LPG fractionation and isomerization, and natural gas processing services. The Supply and Logistics segment purchases crude oil at the wellhead, and pipeline and terminal facilities; waterborne cargoes at their load port and various other locations in transit; and LPG from producers, refiners, and other marketers. This segment also resells or exchanges crude oil and LPG; and transports oil and LPG on trucks, barges, railcars, pipelines, and ocean-going vessels to various delivery points. It has 622 trucks and 731 trailers, and 2,453 railcars. The company also owns and operates natural gas storage facilities. Plains All American Pipeline, L.P. was founded in 1998 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By David Dittman]
Enterprise Products Partners LP (NYSE: EPD) and Plains All-American Pipeline LP (NYSE: PAA) generate fee-based revenue tied to the continuing ramp-up of shale-based gas and oil production in the US.
- [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 Plains All American Pipeline (NYSE: PAA ) , whose recent revenue and earnings are plotted below. - [By Jon C. Ogg]
Plains All American Pipeline L.P. (NYSE: PAA) was maintained as Outperform with a $64 price target (versus $51.44 current) after its announced acquisition of affiliated PAA Natural Gas Storage L.P. (NYSE: PNG) in an all-stock buyout.
Top 5 Canadian Stocks To Invest In 2014: Potash Corporation of Saskatchewan Inc.(POT)
Potash Corporation of Saskatchewan Inc. produces and sells fertilizers and related industrial and feed products primarily in the United States and Canada. The company mines and produces potash, which is used as fertilizer. It also offers solid and liquid phosphate fertilizers; animal feed supplements; and industrial acids that are used in food products and industrial processes. In addition, the company produces nitrogen fertilizers, as well as nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate, and nitric acid. Further, it holds the right to mine 785,759 acres of land in Saskatchewan; and 58,263 acres of land in New Brunswick in Canada. The company sells its fertilizers primarily to retailers, dealers, co-operatives, distributors, and other fertilizer producers; industrial products primarily to chemical product manufacturers; and purified phosphoric acid directly to consumers of the product. Potash Corporation was founded i n 1953 and is based in Saskatoon, Canada.
Advisors' Opinion:- [By Charly Travers]
2013 was an incredible year for investors, but has this amazing run-up left any climbing room for stocks in 2014? In this video, five of our analysts around Fool HQ answer the question, "What is one stock to watch in 2014?" They discuss�Twitter (NYSE: TWTR ) ,�Bank of Internet (NASDAQ: BOFI ) ,�Extendicare (NASDAQOTH: EXETF ) ,�Potash Corporation (NYSE: POT ) , and�Intel (NASDAQ: INTC ) , and why these five stocks could be poised to outperform in 2014, even as the market continues to reach all-time highs.
- [By Paul Quintaro]
Nocella initiated coverage on the following stocks:
Mosaic (NYSE: MOS) - Outperform, $57 price target - The analyst is attracted to a recent trend toward "improving demand in the potash and phosphate markets" and an expectation for "substantial" returns to holders over the next few years. Nocella noted the company's solid position in the phosphate market which could "better position Mosaic if others are interested in its potash assets." Agrium (NYSE: AGU) - Outperform, $122 target - Called Agrium's input business "the most diverse, vertically integrated" within the Ag space. Sees "a clear path to strong earnings growth from both its Retail and Wholesale" units which could translate to "robust cash flows with lower volatility." Potash (NYSE: POT) - Market Perform, $37 target. CF Industries (NYSE: CF) - Market Perform, $235 target. Interpid Potash (NYSE: IPI) - Market Perform, $16 target.Also impacting the Ag names Wednesday is headlines out of CF the company is working with investment banks related to an MLP.
- [By Neha Chamaria]
After Mosaic's (NYSE: MOS ) and PotashCorp's (NYSE: POT ) impressive quarterly numbers, investors' expectations from CF Industries (NYSE: CF ) and Agrium (NYSE: AGU ) unsurprisingly ran high. While CF's stock gained 4% in the week prior to its earnings announcement, Agrium's stock tacked on 6% before release. Unfortunately, expectations fell flat on their faces. The result: All four stocks have stopped short in their tracks, leaving investors sulking. The $64,000 question is: What should investors make of the situation and what should they do now?
- [By Neha Chamaria]
�tonnes will increase by 50%. Production is expected to go online by the latter half of next year, at about the same time when peer PotashCorp (NYSE: POT ) will have completed its major expansion program that will double its annual potash capacity to�17 million tonnes.
Top 5 Canadian Stocks To Invest In 2014: CF Industries Holdings Inc. (CF)
CF Industries Holdings, Inc., through its subsidiary, CF Industries, Inc., manufactures and distributes nitrogen and phosphate fertilizer products, serving agricultural and industrial customers worldwide. It operates in two segments, Nitrogen and Phosphate. The Nitrogen segment principally offers ammonia, granular urea, urea ammonium nitrate solution, urea liquor, diesel exhaust fluid, and aqua ammonia. The Phosphate segment primarily offers diammonium phosphate and monoammonium phosphate. The company also owns 50% interests in the GrowHow UK Limited, a nitrogen products producer in the United Kingdom; Point Lisas Nitrogen Limited, an ammonia producer; and KEYTRADE AG, a global fertilizer trading company. CF Industries Holdings� customers include cooperatives and independent fertilizer distributors primarily in the midwestern United States. The company was founded in 1946 and is headquartered in Deerfield, Illinois.
Advisors' Opinion:- [By Neha Chamaria]
Clearly, of the three companies, PotashCorp and Mosaic are likely to be hit the hardest if India's fertilizer imports decline. Agrium deals primarily in nitrogen, and nitrogen-centric companies depend more on the domestic market for sales. That's also the reason why CF Industries (NYSE: CF ) didn't find itself on my list of companies that need to worry if things in India get ugly. Phosphate made up 17% of CF's revenue last year; the rest came from nitrogen. Also, only 6.5% of CF's sales last year came from markets outside the U.S. and Canada.
- [By Taylor Muckerman and Joel South]
Natural gas and crude oil prices experienced different fates in the last quarter of 2013. On one side, natural gas prices started under $4 per million British thermal units, or mmBtu, and peaked near $4.50. To counter that, oil fell back to double digits, ending near $92 per barrel. With moves like these, producers are bound to have been affected. Analyst Taylor Muckerman is keeping his eye on CF Industries (NYSE: CF ) , Chesapeake Energy (NYSE: CHK ) and Ultra Petroleum (NYSE: UPL ) to tell the story. Find out more in the clip below.
- [By Ben Levisohn]
Korn and Teller downgraded Mosaic to Equal Weight from Overweight, but expect CF Industries (CF), Agrium and Bunge (BG) to do well in 2014, despite no obvious catalysts.
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