NEW YORK (TheStreet) -- Today I provide my pre-earnings buy-and-trade profiles for six companies reporting results this week. Two are buy-rated stocks in the consumer staples sector. Three are buy-rated stocks in the retail-wholesale sector. The sixth is a hold-rated stock in the transportation sector.
Stocks remain fundamentally overvalued and under a ValuEngine valuation warning with 76.8% of all stocks overvalued, 43.4% by 20% or move. The retail-wholesale sector is 23.6% overvalued with the consumer staples sector 15.6% overvalued, and the transportation sector is 24.6% overvalued. [Read: 'Secret IPO' or Not: You Won't Pay Attention to Twitter's Risks]
Hot Safest Companies To Own For 2015: VOC Energy Trust(VOC)
VOC Energy Trust owns a term net profits interest of the net proceeds from production of the interests in oil and natural gas properties in the states of Kansas and Texas. It owns an 80% term net profits interest of the net proceeds on the underlying properties. As of December 31, 2009, the underlying properties produced oil from approximately 892 gross (550.2 net) wells located in 193 fields; and had total proved reserves of 13.0 million barrels of oil equivalent. The company was founded in 2010 and is based in Austin, Texas.
Advisors' Opinion:- [By Aaron Levitt]
VOC Energy Trust (VOC): Formed by a private energy firm, VOC owns both oil and gas wells in has wells in Kansas and Texas. The royalty trust owns an 80% net royalty on the wells on its properties. That makes a prime play on rising energy prices- no matter which fuel is doing well. VOC’s royalties will expire at the end of 2031 and yield no terminal value. Meaning shares will go to zero. Yet, VOC features a trailing yield of about�14% based on the last four payments.
Top Net Payout Yield Companies To Own For 2014: AG Mortgage Investment Trust Inc (MITT)
AG Mortgage Investment Trust, Inc., incorporated on March 1, 2011, is a real estate investment trust (REIT)focused on investing in, acquiring and managing a diversified portfolio of residential mortgage assets, other real estate-related securities and financial assets, which it refers to as its target assets. The Company is externally managed and advised by AG REIT Management, LLC.
The Company has invested in residential mortgage-backed securities (RMBS), for which a United States government agency, such as the Government National Mortgage Association (Ginnie Mae), or a federally-chartered corporation, such as the Federal National Mortgage Association (Fannie Mae), or the Federal Home Loan Mortgage Corporation (Freddie Mac), guarantees payments of principal and interest on the securities. Its Agency RMBS investments include mortgage pass-through securities and may include collateralized mortgage obligations (CMOs). Its non-Agency RMBS investments may include fixed-and floating-rate securities, including investment grade and non-investment grade.
Advisors' Opinion:- [By Tim Melvin]
Shares of AG Mortgage Investment Trust (MITT) are down more than 25% so far this year, but CEO David Roberts thinks the REIT will turn the corner sometime soon. He just spend more than $1.1 million to buy shares in the firm after dropping $800,000 back in August buying shares at a slightly higher price. The firm is advised by a subsidiary of Angelo Gordon, the large distressed securities, real estate and private-equity firm.
- [By Jon C. Ogg]
Ag Mortgage Investment Trust (NYSE: MITT) also has a Buy rating, with a target of $19.00, versus a recent price of $17.45. The last book value was $19.78, and the end of August projected book value was $19.58.
Top Net Payout Yield Companies To Own For 2014: Tryg A/S (TRYG)
Tryg A/S, formerly TrygVesta A/S, is a Denmark-based insurance company. It is the parent company within the Tryg Group, which supplies insurance services in the Nordic countries. The Company is organized in four business areas, namely Private, Commercial, Industry and Sweden. Private sells insurance products to private individuals in Denmark and Norway. Commercial sells insurance products to small and medium-sized companies in Denmark and Norway. Industry sells insurance products to industrial customers under the Tryg brand in Denmark and Norway and the Moderna brand in Sweden. Sweden sells insurance products to private individuals in Sweden under the Moderna brand name. As of December 31, 2012, the Company had one wholly owned subsidiary, Tryg Forsikring A/S. On May 1, 2013, it sold its Finnish branch. Advisors' Opinion:- [By Sofia Horta e Costa]
Commodity producers slid as the release fueled concern about the slowdown in the world�� second-biggest economy. Burberry Group Plc (BRBY) gained 4.8 percent after the company�� spring-summer collection helped increase retail sales in its fiscal first quarter by more than analysts had estimated. Tryg A/S (TRYG) added 3.3 percent after posting better-than-forecast pretax profit as cost cuts offset increased weather-related claims.
Top Net Payout Yield Companies To Own For 2014: IRSA Inversiones Y Representaciones S.A. (IRS)
IRSA Investments and Representations Inc., through its subsidiaries, engages in a range of diversified real estate investment and related activities in Argentina. The company is involved in the acquisition, development, and operation of shopping centers, offices, and other non-shopping center properties primarily for rental purposes; development and sale of residential properties; acquisition and operation of luxury hotels; and acquisition of undeveloped land reserves for future development purpose. It also engages in consumer financing activities, including credit card products to its consumers at shopping centers, hypermarkets, and street stores. IRSA Investments and Representations, Inc. was founded in 1943 and is headquartered in Buenos Aires, Argentina.
Advisors' Opinion:- [By Garrett Cook]
In trading on Wednesday, financial shares were relative laggards, down on the day by about 0.24 percent. Top losers in the sector included IRSA Investments and Representations (NYSE: IRS), down 3.2 percent, and OceanFirst Financial (NASDAQ: OCFC), off 2.5 percent.
Top Net Payout Yield Companies To Own For 2014: Aegon NV(AEG)
AEGON N.V. provides life insurance, pensions, and asset management products and services worldwide. The company?s life insurance products include traditional, term, universal, whole, and other life insurance products sold as part of defined benefit pension plans, endowment policies, post-retirement annuity products, and group risk products; supplemental health insurance products comprise accidental death, other injury, critical illness, hospital indemnity, medicare supplement, and student health; specialty lines consists of travel, membership, and creditor products; and long term care insurance products for policyholders who require care due to a chronic illness or cognitive impairment. It also offers a range of savings and retirement products and services, including mutual funds, and fixed and variable annuities, savings accounts and investment contracts, segregated funds, guaranteed investment accounts, and single premium immediate annuities, as well as investment advice to individuals. In addition, the company offers employer solutions and pensions, such as retirement plans, pension plans, and pension-related products and services; investment products, including onshore and offshore bonds, and trusts; reinsurance products and solutions to life insurance and financial services companies; general insurance products comprising house, car, and fire insurance; and asset management products and services, including general account assets, unit-linked funds, and third party activities. AEGON N.V. markets its products through independent and career agents, financial planners, registered representatives, independent marketing organizations, banks, broker-dealers, benefit consulting firms, wirehouses, affinity groups, institutional partners, independent managing general agencies, and specialized financial advisors, as well as through online, direct, and worksite marketing. The company was founded in 1900 and is headquartered in The Hague, the Netherl ands.
Advisors' Opinion:- [By Will Ashworth]
Assuming it delivers on its outlook for 2014, its current free cash flow yield is a very enticing 20%. This isn�� a growth stock, but its brands still possess hidden value. As cheap stocks go, it�� very attractive.
Cheap Stocks to Buy: Aegon (AEG)It�� not often that you can buy a $19 billion market cap for under 10 bucks. Aegon�� a Dutch insurance company that�� had a rough ride over the past few years, and its stock�� suffered as a result. In the late ’90s AEG stock traded around $60 — it hasn�� been anywhere close since. However, it�� got some good assets that should bear fruit in the years to come. Aegon has 12,000 employees in the Americas doing business primarily under the Transamerica brand, which has been a part of AEG since 1999.
Top Net Payout Yield Companies To Own For 2014: Silicon Image Inc.(SIMG)
Silicon Image, Inc. provides wireless and wired high-definition (HD) connectivity solutions that enable the distribution and presentation of HD content for consumer electronics, mobile, and personal computer (PC) markets. It delivers its technology via semiconductor and intellectual property products. The company?s consumer electronics products include high-definition multimedia interface (HDMI) port processors, HDMI and mobile high-definition link (MHL) transmitters, MHL-to-HDMI bridges, and HDMI receiver products; PC products comprise MHL/HDMI-to-HDMI bridges and digital visual interface receivers; and storage products consist of a line of serial advanced technology attachment controllers used in PC, DVR, and network attached storage applications. Its products are deployed by the electronics manufacturers in various devices, such as desktop and notebook PCs, DTVs, Blu-ray disc players, and audio-video receivers, as well as mobile phones, tablets, and digital cameras. The company, through its subsidiaries, provides manufacturers comprehensive standards interoperability and compliance testing services; and acts as an agent for promoting and administering HDMI and MHL specifications, and for licensing the serial port memory technology memory interface specification. It sells its products to original product manufacturers worldwide through direct sales force, as well as through a network of distributors and manufacturer?s representatives. The company has operations in the United States, Taiwan, Japan, China, and Korea, as well as Europe and internationally. Silicon Image, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.
Advisors' Opinion:- [By Roberto Pedone]
The exact same setup is shaping up in shares of small-cap semiconductor firm Silicon Image (SIMG). Like HCP, this firm is stuck trading in a downtrending channel. Unlike HCP, trendline resistance is a whole lot stronger in this stock. Shares have gotten swatted down on each of the last eight attempts through that ceiling; with shares at resistance again, the high-probability move is to the downside.
Again, relative strength has been terrible since the summer; SIMG is underperforming the S&P by a considerable margin. Downtrending relative strength is a cardinal sin for stocks, so with shares sitting at resistance, now's a stellar place to be a seller. While support has been pretty strong along the way down, SIMG's previous penetrations through S1 should be a big red flag that buyers are skittish.
SIMG is in a textbook downtrend right now. Don't get caught on the wrong side of the trade.
- [By Jake L'Ecuyer]
Technology shares dropped by 0.14 percent in the US market today. Among the sector stocks, Liquidity Services (NASDAQ: LQDT) was down more than 11.2 percent, while Silicon Image (NASDAQ: SIMG) tumbled around 6.7 percent.
- [By John Udovich]
We have recently added small cap video chip stock Pixelworks, Inc (NASDAQ: PXLW) to our SmallCap Network Elite Opportunity (SCN EO)�as it stands to benefit from the growth in connecting HD quality video across all mobile device platforms, as well as Smart TVs; but Silicon Image, Inc (NASDAQ: SIMG) and Sigma Designs, Inc (NASDAQ: SIGM) are also providing chips for the video or entertainment markets. Moreover, all three of these small cap stocks have recently reported earnings that might leave you feeling even more bullish.
- [By Bryan Murphy]
Quick - what do Simon Property Group Inc. (NYSE:SPG), Dr. Pepper Snapple Group Inc. (NYSE:DPS), and Silicon Image, Inc. (NASDAQ:SIMG) have in common? If you said absolutely nothing, you'd be about 99% right. There's one common thing between SIMG, SPG, and DPS right now, however. What's that? All three stocks are on my personal "buy" list this week.
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