Results from David Fish's Dividend Champions Index compiled as of July 30, 2013 projecting price upside results one year hence showed HCP, Inc. (HCP), the healthcare properties real estate investment trust, posted a 9.45% upside to lead a pack of just four dogs this month.
The chart above used one year mean target price set by brokerage analysts multiplied by the number of shares in a $1k investment to compare four Champions Index stocks showing the highest upside price potential into 2014 out of 20 selected by yield. The number of analysts providing price estimates was noted after the name for each stock. Three to nine analysts were considered optimal for a valid mean target price estimate.
This article reported results for the Champions Index as one of fourteen in a series of index-specific articles devoted to dividend yield and price upside results. Prompted by Seeking Alpha reader requests, the series has supplied results for these stock indices: Dow 30; Barron's 15 Gems; Russell 2000; S&P 500; S&P Aristocrats; Russell 1000; NASDAQ 100; NYSE International 100; Mergent Dividend Achievers; Champions; Contenders; Challengers; Carnevale's Power 25; Carnevale's Super 29.
Top 5 Valued Companies To Watch In Right Now: Alps Jefferies TR/J CRB Global Commodty Eq Idx (CRBQ)
Jefferies | TR/J CRB Global Commodity Equity Index Fund (the Fund), formerly Thomson Reuters/Jefferies CRB Global Commodity Equity Index Fund, is an exchange traded fund (ETF). The Fund seeks investment results that replicate as closely as possible the price and yield performance of the Thomson Reuters/Jefferies In-The-Ground CRB Global Commodity Equity Index (the Index). The Index is a modified capitalization-weighted, float-adjusted, rules-based index designed to track the overall performance of a global universe of listed companies engaged in the production and distribution of commodities and commodity-related products and services in the sectors, such as agriculture, base/industrial metals, energy and precious metals. ALPS Advisors, Inc. is the investment adviser for the Fund. Arrow Investment Advisors, LLC is the investment sub-adviser for the Fund. Advisors' Opinion:- [By Richard Stavros]
Whereas in the 1970s there were limited ways to hedge against inflation, now there is a cornucopia of currency and international commodities instruments that can not only hedge against inflation but other global shocks, such as market bubbles and even war.
And it is these very scenarios that investors have been worried about. Since the beginning of the year, stocks, bonds and just about any investment you can think of have gyrated wildly at various times amid concerns of war, inflation and the possibility that the U.S. equity market is overvalued and headed for a correction.
In response, some market analysts in Bloomberg news reports have offered any number of wildly unsubstantiated statements for why investors should ignore today’s perils. They dismiss the danger posed by Russia�� annexation of Ukraine�� Crimea region (��utin will stop short of other countries or war with the West��. They also argue that the Federal Reserve chairwoman misspoke (��anet Yellen really didn�� mean a rate hike is coming soon. Inflation is under control. It was a rookie mistake��.
For my money, here’s the most outrageous: The Shiller Cyclically adjusted P/E metric which has predicted the 1929, 2000 and 2007 downturns doesn�� apply (��uggests only a slightly expensive market with low to moderate returns going forward on average��.
With new records being set by the S&P 500 in the last few months, it stands to reason that some investors have not needed much convincing to stay all in and buying. This mindset has prevailed, even as the impact of a Russian war or conflict, runaway inflation or a market correction could be devastating to investor portfolios, taking years to recover.
If you��e never thought of certain investments as “insurance,” it�� time to start now. Protecting wealth is as important as building wealth. And as previously mentioned, we have found that the Inflation Survival Letter�� Thri
5 Best US Stocks To Own For 2014: Old Republic International Corporation(ORI)
Old Republic International Corporation, through its subsidiaries, provides various insurance and mortgage guaranty products in North America. The company operates in three segments: General Insurance, Mortgage Guaranty, and Title Insurance. The General Insurance segment provides liability insurance coverages to businesses, government, and other institutions in commercial construction, forest products, energy, general manufacturing, and financial services industries; and transportation, including trucking and general aviation industries. It provides various insurance products, such as automobile extended warranty, aviation, commercial automobile insurance, general liability, home warranty, inland marine, travel accident, and workers? compensation, as well as liability coverage for claims arising from the acts of owners or employees, and protection for the physical assets of businesses. This segment also offers financial indemnity products, such as consumer credit indemnity , errors and omissions/directors and officers, guaranteed asset protection, and surety, as well as bonds that cover the exposures for losses of monies, or debt and equity securities due to acts of employee dishonesty. The Mortgage Guaranty segment insures first mortgage loans, primarily on residential properties incorporating one-to-four family dwelling units to mortgage bankers, brokers, commercial banks, and savings institutions. The Title Insurance segment provides lenders' and owners' title insurance policies to real estate purchasers and investors based upon searches of the public records. It also provides escrow closing and construction disbursement services; and real estate information products, national default management services, and services related to real estate transfers and loan transactions. Old Republic International Corporation markets its products directly, as well as through insurance agents and brokers. The company was founded in 1887 and is based in Chi cago, Illinois.
Advisors' Opinion:- [By Ben Levisohn]
Its big day has also boosted other insurers. Radian Group (RDN) has risen 7.2% to $14.39, while Old Republic International (ORI) has advanced 2.1% to $15.24, Genworth Financial (GNW) is up 3.6% at $13.41 and MBIA Inc. (MBI) has jumped 4.3% to $10.76.
5 Best US Stocks To Own For 2014: Health Care Select Sector SPDR (XLV)
Health Care Select Sector SPDR Fund (the Fund) seeks to provide investment results that correspond to the price and yield performance of the Health Care Select Sector of the S&P 500 Index (the Index). The Index includes companies whose primary business may include healthcare equipment and supplies, healthcare services, biotechnology and pharmaceuticals.
The Fund utilizes a passive or indexing investment approach and attempts to invest in a portfolio of stocks that seek to replicate the Index. The Fund�� investment advisor is SSgA Funds Management, Inc.
Advisors' Opinion:- [By Tom Aspray]
First, let’s look at the quarter by quarter performance for 2013, as well as how the Select Sector ETFs are doing so far in the 4th quarter. Two of my favorite ETFs as we started 2013, the Select Sector SPDR Health Care (XLV) and the Select Sector SPDR Consumer Discretionary (XLY) are the top gainers in 2013.
- [By John Udovich]
Beaten down small cap home care and infusion stock BioScrip Inc (NASDAQ: BIOS) was recently�called a�potential takeover target, meaning its worth taking a closer look at the stock along with healthcare ETFs like the iShares Dow Jones US Health Care ETF (NYSEARCA: IHF) or the Health Care SPDR ETF (NYSEARCA: XLV).�I should mention that during the third quarter of last year, we had BioScrip in our SmallCap Network Elite Opportunity (SCN EO) portfolio after the stock had�taken a beating but we also believed the company is on the verge of turning a profit and is potentially undervalued.
- [By Hilary Kramer]
As we move closer to full implementation of the Affordable Care Act (ACA), also known as Obamacare, at the start of next year, we’re already beginning to see some impact on healthcare stocks. Since the ACA was signed into law in March 2010, the industry has performed well. The Healthcare Select Sector SPDR (XLV) has risen over 50%, slightly outpacing the rise in the S&P 500 over the same period.
- [By Markos Kaminis]
Capital flows into equity funds have mostly found safe bets this year, with consumer staples, utilities and healthcare shares doing well. You can see this in the charts of the Utilities Select Sector SPDR (XLU), Consumer Staples Select Sector SPDR (XLP) and the Health Care Select Sector SPDR (XLV).
5 Best US Stocks To Own For 2014: The Babcock & Wilcox Co (BWC)
The Babcock & Wilcox Company (B&W), incorporated on March 8, 2010, is a technology innovator in power generation systems, a specialty constructor of nuclear components and a service provider in its segments. The Company provides a variety of products and services to customers in the power and other steam-using industries, including electric utilities and other power generators, industrial customers in various other industries, and the United States Government. The Company operates in four business segments: Power Generation, Nuclear Operations, Technical Services and Nuclear Energy.
Power Generation
Through Power Generation segment, the Company supplies boilers fired with fossil fuels, such as coal, oil and natural gas, or renewable fuels, such as biomass, municipal solid waste and concentrated solar energy. In addition, the Company supplies environmental equipment and components and related services to customers in different regions around the world. The Company designs , engineers, manufactures, supplys, constructs and services utility and industrial power generation systems, including boilers used to generates steam in electric power plants, pulp and paper making, chemical and process applications and other industrial uses.
Power Generation segment specializes in engineering, manufacturing, procurement and erection of equipment used in the power generation industry and various other industries, and the provision of related services, including engineered-to-order services, products and systems for energy conversion worldwide and related auxiliary equipment, such as burners, pulverizers, soot blowers and ash handling systems; heavy-pressure equipment for energy conversion, such as boilers fueled by coal, oil, bitumen, natural gas, municipal solid waste, biomass and other fuels; environmental control systems, including both wet and dry scrubbers for flue gas desulfurization, modules for selective catalytic reduction of the oxides of nitrogen, equipment to capture! particulate matter, such as fabric filter baghouses and wet and dry electrostatic precipitators, and similar devices, and power plant equipment and related heavy mechanical erection services.
The Company supports primarily fossil operating plants with a variety of additional services, including the installation of new systems and replacement parts, engineering services, construction, inspection, maintenance and field technical services, such as condition assessments and inventory services. The Company offers a range of construction services through a wholly owned subsidiary including erection of utility and industrial boiler plants and installations of cogeneration facilities and pollution control equipment, such as selective catalytic reduction systems and flue gas desulfurization scrubbers.
The Company also provides power through cogeneration, refuse-fueled power plants and other independent power-producing facilities. In this market, the Company owns and operates facilities, supply equipment and serve as contractors for engineer-procure-construct services and operations and maintenance.
Nuclear Operations
Through Nuclear Operations segment, the Company engineers , design and manufactures precision naval nuclear components and reactors for the United States Department of Energy (DOE)/National Nuclear Security Administration's (NNSA) Naval Nuclear Propulsion Program.The Company's Nuclear Operations segment specializes in the design and manufacture of close-tolerance and equipment for nuclear applications. In addition, the Company is a manufacturer of critical nuclear components, fuels and assemblies for government and limited commercial uses. The Company also converts or downblend high-enriched uranium into low-enriched fuel for uses in commercial reactors to generate electricity. The Company has also been a provider in the receipt, storage, characterization, dissolution, recovery and purification of a variety of uranium-bearing materials. All phases! of urani! um downblending and uranium recovery are provided at the Company's Lynchburg, Virginia and Erwin, Tennessee sites.
The Company works closely with the DOE-supported nuclear non-proliferation program. This program is assisting in the development of a high-density, low-enriched uranium fuel required for high-enriched uranium test reactor conversions.
Technical Services
Through Technical Services segment, the Company provides various services to the United States Government, including uranium processing, environmental site restoration services and management and operating services for various United States Government-owned facilities. These services are provided to the DOE, including the NNSA, the Office of Nuclear Energy, the Office of Science, the Department of Defense and the Office of Environmental Management.
The Company�� principal operations include managing and operating nuclear production facilities; managing and operating environmental management sites; managing spent nuclear fuel and transuranic waste for the DOE, and providing critical skills and resources for DOE sites.The Company manages and operates complex, high-consequence nuclear and national security operations for the DOE and the NNSA, primarily through its joint ventures. The Company's Technical Services segment's overall activity primarily depends on authorized spending levels of the DOE, NNSA, the Office of Nuclear Energy, the Office of Science, the Department of Defense and the Office of Environmental Management.
Nuclear Energy
Through Nuclear Energy segment, the Company supplies commercial nuclear steam generators and components to nuclear utility customers. In addition, this segment offers a full spectrum of services for steam generators and balance of plant equipment, as well as nondestructive examination and tooling/repair solutions for other plant systems and components. The Company's Nuclear Energy segment fabricates pressure vessels, reactors, stea! m generat! ors, heat exchangers and other auxiliary equipment. This segment also provides specialized engineering and maintenance services and power plant construction. This segment specializes in performing full scope, prototype design work coupled with manufacturing integration. The Company is developing the B&W mPower reactor, a small modular reactor design with the flexibility to provide between 180 megawatts to greater than 1,000 megawatts of electrical power generation (in increments of 180 megawatts) and the capacity to operate for a four year operating cycle without refueling.
The Company competes with Alstom S.A., Doosan Babcock, Babcock Power, Inc., Foster Wheeler AG., Hitachi, Ltd., Bechtel National, Inc., URS Corporation, CH2M Hill, Inc., Fluor Corporation, Lockheed Martin Corporation, Jacobs Engineering Group, Inc., AREVA Inc., EnergySolutions, Inc. and Northrop Grumman Corporation.
Advisors' Opinion:- [By The Energy Report]
JH: One of the areas where the U.S. for decades has been the leading technological power is in small nuclear reactors. We've used them on our aircraft carriers and on our nuclear submarines safely and efficiently. The U.S. has an advantage in understanding small modular nuclear reactors. One of the companies that we have followed for a long time that's working on that is Babcock & Wilcox Co. (BWC). There's also Fluor Corp. (FLR), which is working on small modular nuclear reactors. President Obama and the Department of Energy are funding research on the implementation of small modular nuclear reactors.
- [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 Babcock & Wilcox (NYSE: BWC ) , whose recent revenue and earnings are plotted below. - [By Michael J. Carr]
The Babcock & Wilcox Co. (NYSE: BWC) is a leader in the nuclear power industry. The company makes nuclear reactors for submarines and aircraft carriers, and even with cutbacks in defense spending, it reported a $2.8 billion backlog in that sector. The company also has a backlog of $2.3 billion in its power generation business segment.
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