Our goal is to help investors grow their capital and income base from which to generate cash for their current and future needs, advises Kelley Wright, blue chip value investor and editor of IQ Trends.
To that end, we believe that shares of high-quality stocks purchased at an historically repetitive area of low-price to high-yield, offers the greater potential for downside protection and upside appreciation.
The Timely Ten is not just another best of, right now list. Rather, it is our reasoned expectation—based on our methodology and experience, that these ten currently Undervalued stocks offer the greatest real total-return potential over the next five years.
Do we believe that all ten will appreciate simultaneously or immediately? Of course not.
Our four-plus decades of research and experience, however, leads us to believe that these stocks, purchased at current Undervalued levels, are well positioned for both growth of capital and income.
Top Chemical Stocks To Invest In Right Now: Tupperware Corporation(TUP)
Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.
Advisors' Opinion:- [By Oliver Pursche]
European large-cap pharmaceuticals like Novartis (NVS) �and Bristol Meyers Squibb (BMY) �count amongst some of our favorite stocks right now, as do U.S. multinationals that are growing revenue and margins in Asia ��Tupperware (TUP) �is a shining example. Stay away from utilities and energy stocks, as they are likely to be the laggards over the next year.
- [By Arie Goren]
After running this screen on May 21, 2013, before the markets' open, I discovered the following eight stocks: Sunoco Logistics Partners LP (SXL), Leggett & Platt Inc (LEG), Copa Holdings SA (CPA), RPC Inc. (RES), Tupperware Brands Corp. (TUP), Herbalife Ltd. (HLF), John Wiley & Sons Inc. (JW.A) and C.H. Robinson Worldwide Inc. (CHRW).
Hot Valued Companies To Invest In Right Now: Dollar Tree Inc.(DLTR)
Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.
Advisors' Opinion:- [By Lawrence Meyers]
As a convenience store, it doesn’t have direct competition from�Dollar Tree (DLTR) or Family Dollar (FDO) because these dollar stores aren�� exclusively focused on food (and they have no gasoline or cigarette sales), and they��e targeted at the folks who are trying to save money over convenience, not vice versa. The convenience angle is another reason why�Walmart (WMT) and Costco (COST)�aren’t competitors, since those behemoths are about a total shopping experience.
- [By Aaron Smith]
Dollar General said the deal is superior to the $74.50 per share cash and stock offer Dollar Tree (DLTR)made last month. That deal has been valued at $8.5 billion.
Hot Valued Companies To Invest In Right Now: Caterpillar Inc.(CAT)
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.
Advisors' Opinion:- [By Dan Carroll]
Another manufacturer on the Dow is vaulting higher after Alcoa's earnings hit: Caterpillar (NYSE: CAT ) shares have gained 3.2% on the day to lead the index higher. Caterpillar has suffered many of the same problems as Alcoa, with waning demand -- particularly from China and Europe, which are experiencing an economic slowdown and a brutal recession, respectively -- hurting the company's near-term outlook. Caterpillar's expectations of firm Chinese growth look lackluster at best now.
- [By DAILYFINANCE]
Stan Honda, AFP/Getty ImagesPassersby in front of the New York Stock Exchange on Tuesday, Christmas Eve. NEW YORK -- Stocks rose in a holiday-shortened trading day Tuesday, helped by a report that showed American companies were investing in their businesses at the fastest pace since January. Markets were open for just half a day ahead of the Christmas holiday, and trading volume was extremely light. Roughly 1.3 billion shares changed hands on the New York Stock Exchange, a third of what is traded on a regular day. It was the slowest day of the year. Materials and industrial stocks rose more than the rest of the market after the government reported that orders for long-lasting manufactured products rose 3.5 percent in November, more than economists expected. Core capital goods, a category that tracks business investment, jumped 4.5 percent, the biggest gain since January. DuPont (DD) rose $1.09, or 2 percent, to $63.83 and construction equipment maker Caterpillar (CAT) gained 95 cents, or 1 percent, to $90.91. The Dow Jones industrial average (^DJI) rose 62.94 points, or 0.4 percent, to 16,357.55. The Standard & Poor's 500 index (^GPSC) rose 5.33 points, or 0.3 percent, to 1,833.32 and the Nasdaq composite (^IXIC) rose 6.51 points, or 0.2 percent, to 4,155.42. Stocks have been rising steadily since last Wednesday, when the Federal Reserve surprised investors by announcing it was cutting back its bond-buying program, citing an improving economy. The Fed said it will reduce its bond purchases to $75 billion a month beginning in January, down from $85 billion. The last five days of gains have added to what has been a historic year for stock market investors. The S&P 500 index is up 28.6 percent for 2013, or 30.9 when dividends are included, its best year since 1997. With four trading days left in the year, many traders expect stocks to continue higher until New Year's Eve. "Nothing has derailed this market this year, even with all the bad headlin
Hot Valued Companies To Invest In Right Now: Schlumberger N.V.(SLB)
Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.
Advisors' Opinion:- [By Ben Levisohn]
Schlumberger�(SLB) has become the latest company to say that it will get hit by Russian sanctions on U.S. companies today.
Sterne Agee’s Stephen Gengaro and Ivan Suleiman assess the potential impact:
Schlumberger�expects that the economic sanctions in Russia will have a small financial impact on Schlumberger’s Russian operations. The company estimates that it could be up to $0.03 per share due to a short-term impact in operational efficiencies and costs in Russia.
Schlumberger�remains confident that it can support its Russian clients without material disruption and will continue to work closely with its Russian customers.
Although other large-cap service companies have exposure to Russia, we believe the effect is also minimal. Specifically, Weatherford (WFT) has noted that the Russian sanctions are not a concern as this is a very small portion of its business. In addition, this business is not impacted by the sanctions which are against Arctic and shale-related technologies. We estimate that Weatherford’s revenue in Russia is less than 3% of our estimated 2014 revenue.
Other companies with large exposure to Russia include Nabors Industries (NBR), Halliburton (HAL) and Baker Hughes (BHI).
RBC’s Kurt Hallead and Robert Pinkard use the occasion to assess the potential impact on�Schlumberger from Iraq instability:
We estimate roughly $600mn in annual Iraq revenue ($0.06-$0.08 in EPS) for�Schlumberger with operating margins of ~20%. The situation due to political unrest is still very fluid in the country and EPS impact at this point is unknown.
We are risk adjusting the next 6 quarters which we believe could be characterized by activity disruptions, higher security expenses and unabsorbed fixed costs.
Hallead and Pinkard lowered their 2014 earnings-per share forecast to $5.56 from $5.64, and cut their 2015 prediction to $6.63 from $6.70. They did, however, leave their pric
- [By Tyler Crowe]
Many of the national oil companies in the Middle East do not have the experience to do EOR or production optimization on their own. This is where oil services specialists come into play. Both Core Laboratories and Schlumberger (NYSE: SLB ) saw sizable upticks in revenue from the Middle East region. If Middle Eastern oil production trends were to continue, it would not be a stretch to see these two companies as well as other oil services grow their Middle Eastern business substantially over the next several years.
No comments:
Post a Comment