Wednesday, September 24, 2014

Top Financial Companies To Watch In Right Now

AUSTIN ��American Express is reaching out to lower income people and folks dissatisfied with the way they bank or handle money. The financial giant attended South by Southwest this week to help stress that mission.

The stats aren't pretty:

Americans pay about $89 billion in fees and interest seeking money orders, pawnbrokers, payday loans or to go cash a check.

One of four children in the U.S. live in financially "under-banked" households.

Nearly half of all Americans live payday-to-payday, without the ability to raise $2,000 in 30 days should an emergency strike.

"You're like one car accident way from real trouble," says Dan Schulman.

Schulman is the American Express group president for enterprise growth, and in an interview cited statistics like these to shine the spotlight on the need for "financial inclusion."

Top Mid Cap Stocks For 2015: iShares North American Tech-Multimedia Networking ETF (IGN)

iShares S&P North American Technology-Multimedia Networking Index Fund (the Fund), formerly iShares S&P GSTI Networking Index Fund, seeks investment results that correspond to the price and yield performance, before fees and expenses, as represented by the S&P North American Technology-Multimedia Networking Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

The Index includes companies that are producers of telecom equipment, data networking and wireless equipment. The Index has been developed as an equity benchmark for United States-traded multimedia networking stocks.

Advisors' Opinion:
  • [By John Udovich]

    Just before Thanksgiving, small cap networking stock Infoblox Inc (NYSE: BLOX) sank 28.65% on guidance that was below expectations, but the stock has still outperformed the year-to-date�performance of�networking ETF like the PowerShares Dynamic Networking ETF (NYSEARCA: PXQ) and iShares S&P North American Networking ETF (NYSEARCA: IGN). So what went wrong and could investors have just overeacted?

  • [By John Udovich]

    Mid cap networking solutions company Brocade Communications Systems, Inc (NASDAQ: BRCD) has pretty much been a sleeper for investors since the dot.com bust, but that has changed over the past year���meaning its worth revisiting the stock along with potential performance benchmarks�like QLogic Corporation (NASDAQ: QLGC), Emulex Corporation (NYSE: ELX) and iShares North American Tech-Multimedia Networking ETF (NYSEARCA: IGN). I should mention that we have recently Brocade Communications Systems to our SmallCap Network Elite Opportunity (SCN EO) portfolio because the company has successfully transitioned from being a hardware company to supporting virtual networks via software and it continues to offer best-of-breed technology.

  • [By John Udovich]

    Mid cap telco equipment stock Alcatel Lucent SA (NYSE: ALU) is up 205.9% since the start of the year for a much better performance�verses peers or benchmarks like Ericsson (NASDAQ: ERIC) or the iShares North American Tech-Multimedia Networking ETF (NYSEARCA: IGN)���meaning its probably worth taking a closer look at the stock as its been producing plenty of good news for a change.�I should note that we have recently added�Alcatel Lucent SA to our SmallCap Network Elite Opportunity (SCN EO) portfolio as a�technical based trade because we think shares will continue higher on speculation�about an�improved global footprint�for this leading mobile data network provider.

Top Financial Companies To Watch In Right Now: Eaton Vance Corporation (EV)

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was founded in 1944 and is headquartered in Boston, Massachusetts.

Advisors' Opinion:
  • [By Holly LaFon]

    I think Rockwood Holdings is a good example of a company in the battery and power storage business with really promising prospects. Rockwood makes specialty surface treatment chemicals. It's also a major producer of lithium and lithium compounds used in lithium-ion batteries. This battery business has several industrial end users, but is particularly compelling in the development of electronic vehicle (EV) batteries. In fact, the surface treatment business has dominated revenues of late, but the lithium business has been driving the company's EBIT, which is a trend that seems likely to continue. The company is involved in a joint venture, which was announced in December and is still awaiting regulatory approval, with a Chinese company that will position Rockwood to capture approximately half of the globe's lithium supply. We've been building a position in Value Plus for the last nine months. The stock has done all right over the last year, but hasn't taken off in the way I think it can once the potential for its lithium business is better understood.

  • [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 Eaton Vance (NYSE: EV  ) , whose recent revenue and earnings are plotted below.

  • [By Value Digger]

    Halcon produced 18,348 boepd (81% oil and liquids) in Q4 2012, and it had 108.8 MMboe proved reserves as of December 2012. With Enterprise Value (EV) at $5.5 billion currently (including the recent additional debt), Halcon trades at $300,000 per flowing barrel, $50.5/boe of proved reserves and PBV=2.

Top Financial Companies To Watch In Right Now: Pebblebrook Hotel Trust(PEB)

Pebblebrook Hotel Trust, through Pebblebrook Hotel, L.P., operates as a real estate investment trust. The company acquires and invests primarily in hotel properties located in the United States. It holds interests in the Doubletree Bethesda Hotel and Executive Meeting Center located in Bethesda, Maryland; Sir Francis Drake Hotel located in San Francisco, California; and InterContinental Buckhead Hotel located in Atlanta, Georgia. As a REIT, the company is not subject to federal income tax to the extent that it distributes at least 90% of its taxable income to its shareholders. The company was founded in 2009 and is based in Bethesda, Maryland.

Advisors' Opinion:
  • [By Jonas Elmerraji]

     

     

    First up is Pebblebrook Hotel Trust (PEB), the $2.2 billion hotel owner with 14 hotels under its umbrella. The firm started off the year rallying hard, climbing more than 14% from the start of January to early March. Since then, shares have been slugging sideways. But the sideways moves are laying the framework for a second rally leg in PEB this May. Here's how to trade it:

     

    Pebblebrook is currently forming an ascending triangle pattern, a bullish setup that's formed by a horizontal resistance level above shares at $35, and uptrending support to the downside. Basically, as PEB bounces in between those two technical price levels, it's getting squeezed closer to a breakout above that $35 price ceiling. When that breakout happens, we've got a buy signal.

     

    Momentum adds some confidence to the staying power in PEB's eventual breakout -- 14-day RSI has been making higher lows since early February, well before the triangle pattern started forming in Pebblebrook's price. That said, it's crucial to wait for this stock to catch a bid above $35 before putting cash in the trade.

     

  • [By Marshall Hargrave]

    The other key benefit for Strategic is that it enjoys industry-leading earnings before interest, taxes, depreciation and amortization (EBITDA) per available room. For 2012, Strategic generated $81 per room of EBITDA. Compare this to top comps LaSalle Hotel (NYSE: LHO) at $74 per room and Pebblebrook Hotel Trust (NYSE: PEB) at $71. The reason for this is that Strategic is much less reliant than its peers on rooms, with much greater exposure to food and beverages. Strategic earns 53% of its revenue from rooms, while its peers get around 66% of revenues from rooms.

Top Financial Companies To Watch In Right Now: Ashmore Group PLC (ASHM)

Ashmore Group plc (Ashmore) is engaged in providing investment management services. The Company is a fund manager across six core investment themes, such as external debt, local currency, corporate debt, blended debt, equities, multi-strategy, alternatives and overlay/liquidity. External debt is a diversified portfolio of emerging market debt assets. Local currency takes advantage of the expanding local currency and local currency denominated debt market. Corporate debt focuses on the developing corporate debt asset class. Blended debt mandates specifically combine external, local currency and corporate debt measured against tailor-made blended indices. Multi-strategy is a dynamic asset allocation across other investment themes. Equities Focuses on liquidity and top down macro country selection in publicly traded. Overlay/liquidity helps to separate and centralize the currency risk of an underlying emerging market asset class. Advisors' Opinion:
  • [By Inyoung Hwang]

    Ashmore Group Plc (ASHM) jumped 5.3 percent to 382.2 pence. The U.K. fund manager that invests in emerging markets reported full-year pretax profit and revenue that exceeded estimates. The London-based company also raised its dividend.

Top Financial Companies To Watch In Right Now: PowerShares International Dividend Achievers Portfolio (PID)

PowerShares International Dividend Achievers Portfolio (the Fund) seeks to replicate, before fees and expenses, the International Dividend Achievers Index (the Index). The Fund invests in sectors, including financials, utilities, consumer staples, commercial banks, insurance, utilities and information technology. PowerShares Capital Management LLC is the adviser of the Fund.

The Index seeks to identify an international group of American Depository Receipts that have qualified as International Dividend Achievers. The Index is designed to track the performance of dividend paying American Depository Receipts and non-United States common or ordinary stocks trading on the NYSE, NADDAQ or AMEX.

Advisors' Opinion:
  • [By Editor , DividendChannel.com]

    According to the ETF Finder at ETF Channel, Enbridge stock is an underlying holding representing 1.97% of the Powershares International Dividend Achievers ETF (PID), which holds $20,709,837 worth of ENB shares.

  • [By Carlton Delfeld]

    Second, add to the mix, one of my long-time favorite ETFs, the PowerShares International Dividend Achievers (PID).

    To get into this exclusive basket, companies have to have a record of increasing dividends for five consecutive years. The United Kingdom and Canada make up 50% of its holdings with the US at only 6%.

Top Financial Companies To Watch In Right Now: St. Joe Co (JOE)

The St. Joe Company, incorporated on May 26, 1936, owns land, timber and resort assets located primarily in Northwest Florida, Jacksonville, Florida and Tallahassee, Florida. The Company operates in five segments: residential real estate, commercial real estate, resorts, leisure and leasing operations, forestry, and rural land. Its residential real estate segment plans and develops mixed-use resort, primary and seasonal residential communities of various sizes, primarily on the Company's existing land. In the Company's commercial real estate segment the Company plans, develops, manages and sells real estate for commercial purposes. Its leisure and leasing operations includes the Company's resorts and clubs financial information, which was presented in the residential real estate segment. The Company owns and operates forestry operations in the Southeastern United States. It traditionally sells parcels of varying sizes ranging from less than one acre to thousands of acres.

Residential Real Estate

The Company owns large tracts of land in Northwest Florida, including Gulf of Mexico beach frontage, and other waterfront properties and land in and around Jacksonville and Tallahassee. Within the Company's residential real estate business, the Company has two types of communities and is planning to add a third type. The first, the Company's residential resort communities, are positioned to attract primarily second home buyers. The Company's l projects in this category include the WaterColor and WaterSound Beach communities, which were built in a region of Florida. The Company's second category of residential communities is the Company's primary home communities for buyers who will use the community as their primary residence. The Breakfast Point, RiverTown and SouthWood communities are the Company's largest projects in this category. The Company's third category of residential communities is active adult communities.

Commercial Real Estate

The Company focuse! s on commercial development and sales in Northwest Florida because of its large land holdings surrounding the new Northwest Florida Beaches International Airport (the Airport), along roadways and near or within business districts in the region. The Company provides development opportunities for national and regional retailers and its strategic partners in Northwest Florida. The Company offers land for commercial and light industrial uses within large and small-scale commerce parks, as well as a range of multi-family rental projects. The Company also develops commercial parcels within or near existing residential development projects.

Resorts, Leisure and Leasing Operations

The Company's leasing operations were presented in both its residential real estate and commercial real estate segments. The Company's resorts, leisure and leasing operations segment includes recurring revenue streams from the Company's resort and leisure businesses and its leasing operations. The Company's WaterColor Inn and Resort is a boutique hotel, which provides guests with a beach club, spa, tennis center, restaurant and complementary retail and commercial space. The day-to-day operations of the WaterColor Inn and Resort is managed by Noble House Hotels & Resorts. In addition the Company's vacation rental business rents private homes in the WaterColor community and surrounding communities, primarily in those that the Company has built, to individuals who are vacationing in the area. The Company does not own the homes, but for a fee, the Company advertises , take reservations, check-in and check-out , and clean and maintains the home for the homeowner. The Company owns four golf courses in Northwest Florida. Three of them are in the Panama City Beach area and the fourth is located in Tallahassee. The golf courses are situated in or near the Company's residential communities. The Company also own two marinas. The Company's golf courses and marinas are managed for the Company by a third party management c! ompanies.!

The Company's leasing operations business includes the Company's retail and commercial leasing. The Company has several small retail shopping centers located in or near to some of its residential projects, such as the WaterColor, SouthWood and WindMark Beach communities that are managed by its leasing team. The Company's commercial leasing business includes industrial parks and several commerce parks. One of the industrial parks is the Company's VentureCrossings Enterprise Centre, a 1,000 acre commercial and industrial development adjacent to the Airport.

Forestry

The Company has 545,000 acres designated for forestry operations, including land in West Bay. Southern Pine, the Company's main product, is a product that fits well into cost-conscience supply chains. The Company's forestry operations can produce about 1.3 million tons of trees for lumber and pulp on an annual, sustainable basis. The Company rigorously examines the characteristics of individual trees in a forest and the interactions of those trees with each other and with the forest ecosystem as a whole in order to maximize the timber output. The Company produces both sawtimber (lumber used in construction) and pulp (timber used to make pulp for products like linerboard).

Rural Land

The majority of rural land sold is undeveloped timberland and is managed as timberland until sold, although some parcels include the benefits of limited development activity, including improved roads, ponds and fencing. The pricing of these parcels varies significantly based on size, location, terrain, timber quality and other local factors.

Advisors' Opinion:
  • [By Ben Levisohn]

    Their advice: Cover your shorts. That means they’ve upgraded DR Horton and KB Homes to Market Peform from Underperform. And if our idea of a good time is playing the upside in a potential short squeeze, then they have the stocks for you, too–Lennar and the St. Joe Co. (JOE), which have short-interest ratios of 25.3% and 14.3%, respectively. “For investors needing a little more excitement in their lives, we are also upgrading two names that we believe could uncommonly benefit from potential short-covering if ��ope Trade 2014��gains momentum,” Horne writes. Lennar goes to Strong Buy from Outperform and St. Joe goes to Outperform from Market Perform.

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