Hot Asian Companies To Invest In Right Now

October 25, 2013: U.S. markets opened higher Friday morning following good earnings reports Thursday night from some big names. The report on durable goods orders was disappointing�and the consumer sentiment index also fell short of low expectations. The data is weak enough, in fact, virtually to ensure that the Fed won�� slow down its asset purchases next month. That pleases equities��investors.

European, Asian, and Latin American markets all closed mixed today.

Monday�� calendar includes the following scheduled data releases and events (all times Eastern):

9:10 a.m. – Industrial production 10:00 a.m. – Pending home sales index 10:30 a.m. – Dallas Fed manufacturing survey 11:30 a.m. – 3- and 6-month bill auctions 1:00 p.m. – 2-year note auction

Here are the closing bell levels for Friday:

S&P500 1759.77 (+7.70; +0.44%) DJIA 15570.28 (+61.07; +0.39%) NASDAQ 3943.36 (+14.40; +0.37%) 10YR TNOTE 2.506% (+0.15625) Gold $1,352.50 (+2.20; +0.2%), up 2.9% for the week WTI Crude oil $97.85 (+0.74; +0.8%), down 3.2% for the week Euro/Dollar: 1.3806 (+0.0005; +0.04%)

Big Earnings Movers: Amazon.com Inc. (NASDAQ: AMZN) is up 9.5% at $363.67 after last night�� results. Microsoft Corp. (NASDAQ: MSFT) is up 6% at $35.73 on good gains in consumer and device sales. Zynga Inc. (NASDAQ: ZNGA) is up 5.5% at $3.73 on a smaller-than-expected loss. The Procter & Gamble Co. (NYSE: PG) is down 0.8% at $79.98 following inline earnings that encouraged investors to take profits. United Parcel Service Inc. (NYSE: UPS) is up 1.2% at $95.62 after good earnings led to a new 52-week high of $97.00.

Best Food Companies For 2015: The Fresh Market Inc.(TFM)

The Fresh Market, Inc. operates as a specialty grocery retailer. The company offers various perishable product categories, including meat, seafood, produce, deli, bakery, floral, sushi, and prepared foods; and non-perishable product categories, such as traditional grocery and dairy products, as well as specialty foods, which include bulk, coffee and candy, and beer and wine. As of March 20, 2012, it operated 115 stores in 21 states located in the southeast, midwest, mid-Atlantic, and northeast of United States. The company was founded in 1981 and is headquartered in Greensboro, North Carolina.

Advisors' Opinion:

• [By Eddie Staley]

  Shares of The Fresh Market (NASDAQ: TFM) were down 3.23 percent to $31.61. Analysts at Goldman Sachs downgraded Fresh Market from Neutral to Sell.

• [By Greg Harmon]

  The Fresh Market (TFM), has been rising off of a bottom in March. It recently went through a 'W' consolidation and jumped higher, but is now retesting the top of the 'W'. The relative strength index (RSI) has held the mid line during the pullback and remains bullish while the moving average convergence divergence indicator (MACD) is not as positive. A turn higher, back over 53.50 could be a catalyst for a long entry, but a fall under 52 sets a target for a measured move (MM) lower to 50. This stock does not report earnings until late August.

• [By Lauren Pollock]

  Fresh Market Inc.'s(TFM) fiscal third-quarter profit inched up 1.6% as top line was boosted by new store openings and rising demand at existing locations. But shares slid 15% to $42.96 in premarket trading, as growth for the period was weaker than analysts expected and the specialty grocer trimmed its full-year profit outlook.

• [By Andrew Marder]

  The news was so good that Whole Foods' main national rival, The Fresh Market (NASDAQ: TFM  ) , got caught up in all the investor love, with its shares up 5%.

Hot Asian Companies To Invest In Right Now: Arch Capital Group Ltd.(ACGL)

Arch Capital Group Ltd., together with its subsidiaries, provides insurance and reinsurance products worldwide. It operates in two segments, Insurance and Reinsurance. The Insurance segment offers casualty; construction; executive assurance; healthcare; collateral protection, debt cancellation, and service contract reimbursement products; national accounts casualty; professional liability; programs; property, energy, marine, and aviation; surety; and travel and accident insurance products. It also provides other insurance products, such as excess workers compensation and employers' liability insurance coverages for qualified self-insured groups, associations, and trusts; captive insurance programs; and accident, disability, and medical plan insurance coverages for employer groups, medical plan members, students, and other participant groups. This segment markets its products through a network of licensed independent retail and wholesale brokers. The Reinsurance segment rei nsures third party liability and worker?s compensation exposures; individual property risks that include personal lines and commercial property exposures; other specialty lines, including surety, accident and health, workers' compensation catastrophe, multi-peril crop, trade credit, and political risk; catastrophic perils, such as hurricane, earthquake, flood, tornado, hail, and fire; marine business, which includes coverage for hull, cargo, and transit and offshore oil and gas operations, as well as aviation business that comprises coverage for airline and general aviation risks; and non-traditional business to provide insurers with risk management solutions. This segment markets its reinsurance products through brokers, as well as directly with the ceding companies. The company was founded in 1995 and is headquartered in Hamilton, Bermuda.

Advisors' Opinion:

• [By Holly LaFon]

  Arch Capital (ACGL)'s Dinos Iordanu recently described to our analysts how he met me in 2001. Before we invested in his business, we asked him all sorts of personal questions about how he came to America from Cyprus; whether or not his wife had a job; and how big was his house? He told our analysts that "Ron was trying to get a sense of me. He wanted to understand how I viewed risk. No one else asked us such questions. They were the right questions since you were investing in our business, which was assuming underwriting risk on your behalf. "We got it right with Dinos and have about quadrupled our money in the past twelve years, not exactly the most propitious time to invest in stocks! Of course, there can be no assurance that future investments will be as profitable��lthough you can be assured that we will continue to work hard to try to achieve similar results.

• [By Ben Levisohn]

  For the past several years, Berkshire has contrasted its own cost-free float provided by profitable underwriting against the industry�� (unimpressive) tendency to lose money on underwriting while generating net returns from investment income. So far, so good. Less edifying, though, is the repeated contrast of Berkshire�� track record of profitability to State Farm��…even though, as a mutual company, State Farm�� profitability goals are inherently different from for-profit insurers like Berkshire. It�� true that through year-end 2013, Berkshire�� underwriters have ��ow operated at an underwriting profit for eleven consecutive years,��but so have ACE (ACE), American Financial (AFG),� AmTrust Financial (AFSI), Arch Capital (ACGL), Chubb (CB), HCC (HCC), Progressive (PGR), RLI (RLI), and W.R. Berkley (WRB), any or all of whom provide a more meaningful comparison than contrasting Berkshire�� results to a company that�� not out to produce a profit in the first place.

Hot Asian Companies To Invest In Right Now: Etablissementen Fr Colruyt NV (COLR)

Etablissementen Fr Colruyt NV, also known as Colruyt Group, is a Belgian company primarily engaged in retail and wholesale of food products. The Company's retail trade division includes the direct supply of products to retail customers operating through brands Colruyt, DreamBaby, BIO-planet, DreamLand and ColliShop, among others. The Company supplies to wholesalers and affiliated independent merchants in Belgium, France and Luxembourg. It also provides printing solutions (photo Fuji Colruyt). Colruyt Group also has a corporate activities division, which combines support services, processes and systems and central administration, among others. Advisors' Opinion:

• [By Corinne Gretler]

  Colruyt (COLR) gained 8.3 percent to 40.08 euros, the largest jump since June 27, 2012. Belgium�� biggest discount food retailer said full-year earnings before interest, taxes, depreciation and amortization amounted to 699.8 million euros ($910 million), beating the average 684 million-euro analyst projection in a Bloomberg survey. The company also raised its dividend to 1 euro a share, exceeding the Bloomberg Dividend Forecast of 98 cents.

• [By Tom Stoukas]

  Colruyt SA (COLR) fell 4 percent to 42.31 euros. Belgium�� largest discount food retailer forecast full-year net income of about 369 million euros ($498 million) compared with analysts�� estimates of 381.2 million euros.

Hot Asian Companies To Invest In Right Now: Kodiak Oil & Gas Corp (KOG)

Kodiak Oil & Gas Corp. (Kodiak) is an independent energy company focused on the exploration, exploitation, acquisition and production of crude oil and natural gas in the United States. Kodiak has developed an oil and natural gas asset base of proved reserves, as well as a portfolio of development and exploratory drilling opportunities on high-potential prospects with an emphasis on oil resource plays. The Company�� oil and natural gas reserves and operations are primarily concentrated in the Williston Basin of North Dakota. As of January 31, 2012, it had approximately 169,000 net acres under lease, including 157,000 net acres in the Bakken oil play in the Williston Basin of North Dakota and Montana. In January 2012, the Company acquired Williston Basin oil and gas producing properties and undeveloped leasehold. On January 10, 2012, it acquired certain oil and gas leaseholds, overriding royalty interests and producing properties located in North Dakota. Advisors' Opinion:

• [By Selena Maranjian]

  The biggest new holdings are McGraw-Hill Financial�and industrial machinery specialist Gardner Denver. Other new holdings of interest include Kodiak Oil & Gas (NYSE: KOG  ) and Brocade Communications Systems (NASDAQ: BRCD  ) . Kodiak recently bought 42,000 acres in the productive Bakken region, upping its assets there by 27%, and adding thousands of new barrels of oil to its production levels. Bulls love Kodiak's rapid growth and see more room to grow. Bears worry that it might be too focused on the Bakken and not sufficiently diversified.

• [By Matt DiLallo]

  1.�Kodiak Oil & Gas� (NYSE: KOG  )
  Few companies are growing oil production as fast as Kodiak Oil & Gas. Last year, the Bakken driller grew its oil production a staggering 250% as its total oil sales volume went from 1.34 million barrels in 2011 up to 4.7 million barrels last year. This surge was fueled by the $1.5 billion in capital the company spent on both drilling and acquisitions. Kodiak looks to spend about the same amount this year, as its capital plans call for $740 million to drill 75 wells, while Kodiak also�recently announced that it was spending�$660 million to acquire additional acreage and production in the play.�

Hot Asian Companies To Invest In Right Now: BlackRock Kelso Capital Corporation(BKCC)

BlackRock Kelso Capital Corporation is a private equity firm specializing in investments in middle market companies. The firm invests in all industries. It prefers to invest between $10 million and $50 million and can invest more or less in companies with EBITDA or operating cash flow between $10 million and $50 million. The firm invests in the form of senior and junior secured, unsecured, and subordinated debt securities and loans including cash flow, asset backed, and junior lien facilities and equity securities. It's equity investments can be structured in the form of warrants, preferred stock, common equity co-investments, and direct investments in common stock. The firm debt investments are principally structured to provide for current cash interest and to a lesser extent non-cash interest, particularly with subordinated debt investments, through a pay-in-kind (PIK) feature. It can also make non-control investments. Blackrock Kelso Capital Corporation was founded in 2 005 and is based in New York, New York with an additional office in Chicago, Illinois.

Advisors' Opinion:

• [By Regarded Solutions]

  The Team Alpha portfolio consists of Ford (F) Chevron (CVX) Apple (AAPL), McDonald's (MCD), Exxon Mobil (XOM), Johnson & Johnson (JNJ), AT&T (T), General Electric (GE), BlackRock Kelso Capital (BKCC), KKR Financial (KFN), Procter & Gamble (PG), CSX Corp. (CSX), Realty Income (O), Coca-Cola (KO), Annaly Capital (NLY), Cisco (CSCO), Bristol-Myers Squibb (BMY), Newmont Mining (NEM), and Wells Fargo (WFC), and Intel (INTC).

• [By Sally Jones]

  Highlight: BlackRock Kelso Capital Corporation (BKCC)

  The share price is currently $9.62 or 11.1% off the 52-week high of $10.82. Its yield is 10.80%.

Hot Asian Companies To Invest In Right Now: Deutsche Grundstuecksauktionen AG (DGR)

Deutsche Grundstuecksauktionen AG is a Germany-based auction house specialized in the auction and agency sale of land and buildings. The Company�� main activities comprise the placement and sale of properties, as well as the provision of real estate assets management and appraisal services. As of December 31, 2011, the Company owned such subsidiaries as Saechsische Grundstuecksauktionen AG, Norddeutsche Grundstuecksauktionen AG, Plettner & Brecht Immobilien GmbH and Westdeutsche Grunstuecksauktionen AG, among others. Advisors' Opinion:

• [By Roadmap2Retire]

  AT&T is a Dividend Aristocrat & Dividend Champion having raised dividends for 30 years in a row. The stock is a high yielder (current dividend is 5.31%) and as a result, the dividend growths are comparatively smaller. The 5-yr dividend growth rate (DGR) is 2.4% and 10-yr DGR is 4.9%.