Wednesday, July 23, 2014

Top 10 Canadian Companies To Own For 2014

By ratting out its price-fixing co-conspirators, Hershey (NYSE: HSY  ) got itself a sweet deal from Canadian regulators that could see its stock pile on the gains.

According to Canada's Competition Bureau, chocolate makers Nestle and Mars, along with the wholesale distributor network ITWAL, conspired to raise prices of the confectionery going back to 2007 and earlier. One study found prices soared 38% between 2004 and 2008.

While Hershey itself was in on the plot, it cooperated with investigators and carved out a sweet deal for itself that leaves it facing just one count of price fixing and the promise of a good word being put in at sentencing.�

However, the chocolatier truly having sweet dreams is Cadbury, now a division of snack maker�Mondelez International (NASDAQ: MDLZ  ) , which profited from a Canadian law that allows the first person to spill the (cocoa) beans to get lenient treatment. It laid out the plot for the regulatory agency and fully cooperated with its investigation, meaning that while the co-conspirators face fines up to $10 million and five years in jail for their role in the scheme, Cadbury wasn't charged.�

Best India Stocks To Invest In Right Now: Cameco Corporation(CCJ)

Cameco Corporation operates as a uranium producer, supplier of conversion services, and fuel manufacturer. The company?s Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. Its operating uranium properties include the McArthur River and Key Lake, and Rabbit Lake located in Saskatchewan, Canada; the Crow Butte located in Nebraska and the Smith Ranch-Highland located in Wyoming; and the Inkai uranium deposit located in Kazakhstan. Cameco Corporation?s Fuel Services segment engages in the refining, conversion, and fabrication of uranium concentrate; and the purchase and sale of conversion services. Its products include uranium trioxide, uranium hexafluoride, and uranium dioxide. This segment also manufactures fuel bundles, reactor components, and monitoring equipment to Candu reactors; and provides nuclear fuel and consulting services to Candu operators. The company?s Electricity segment engages in the generation and sale of nuclear electricity, through its 31.6% interest in Bruce Power L.P. This segment operates four nuclear reactors at the Bruce B generating station in southern Ontario, Canada. The company was founded in 1987 and is headquartered in Saskatoon, Canada.

Advisors' Opinion:
  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, uranium producer Cameco (NYSE: CCJ  ) has earned a respected four-star ranking.

  • [By Jim Wallingford]

    Cameco (CCJ) was created in 1988 through the merger of two Canadian crown (government-owned) corporations. It's IPO debuted on the Toronto exchange in 1991 and a NYSE listing occurred in 1996. The McArthur River mine, the highest grade mine in the world (16.36% U3O8, 100 times the global average), began production in November 2000. Cameco's share of the proven and probable resources is 264 mil lbs. The mine has produced 230 mil lbs in the last 13 years. CCJ's current year share is over 13 mil lbs.

Top 10 Canadian Companies To Own For 2014: ConocoPhillips(COP)

ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Claudia Assis]

    On Thursday, Exxon Mobil Corp. (XOM) �and ConocoPhillips (COP) �reported results that beat analyst expectations.

  • [By Ben Levisohn]

    As with just about any Buffett purchases, shares of ExxonMobil have gotten a pop. They’ve gained 1.9% to $94.96, well above the S&P 500′s 0.3% gain. Exxon has also outpaced ConocoPhillips (COP), which has dropped 0.8% to $73.06 and Chevron (CVX), which has risen 0.4% to $119.99. BP (BP) is up 1.2% to $47.15.

  • [By WWW.GURUFOCUS.COM]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description: 1. Avg. High Yield Price 2. 20-Year DCF Price 3. Avg. P/E Price 4. Graham Number T is trading at a discount to only 3.) above. Since T's tangible book value is not meaningful, a Graham number can not be calculated. The stock is trading at a 11.6% premium to its calculated fair value of $28.64. T did not earn any Stars in this section. Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description: 1. Free Cash Flow Payout 2. Debt To Total Capital 3. Key Metrics 4. Dividend Growth Rate 5. Years of Div. Growth 6. Rolling 4-yr Div. > 15% T earned one Star in this section for 3.) above and earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1984 and has increased its dividend payments for 31 consecutive years. Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked PDF for a detailed description: 1. NPV MMA Diff. 2. Years to > MMA T earned a Star in this section for its NPV MMA Diff. of the $1,161. This amount is in excess of the $500 target I look for in a stock that has increased dividends as long as T has. The stock's current yield of 5.76% exceeds the 3.68% estimated 20-year average MMA rate. Memberships and Peers: T is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: CenturyLink, I

  • [By Claudia Assis]

    Major oil companies were mixed, with shares of Exxon Mobil Corp. (XOM) �down 0.2%. Shares of Chevron Corp. (CVX) �and ConocoPhillips (COP) �rose 0.3% each.

Top 10 Canadian Companies To Own For 2014: Brookfield Office Properties Inc. (BPO)

Brookfield Properties Corporation is a publicly owned real estate investment firm. The firm engages in the ownership, development, and management of premier commercial properties. It also provides ancillary real estate service businesses, such as tenant service and amenities. The firm invests in the real estate markets of the United States with a focus on North American cities, including New York, Boston, Washington, D.C., Toronto, Calgary, Denver, and Minneapolis. It primarily invests in properties and development sites predominantly office buildings. The firm operates as a subsidiary of Brookfield Asset Management Inc. It was formerly known as Carena-Bancorp Holdings, Inc. and changed its name to Le Holding Carena-Bancorp Inc. in 1978. The company further changed its name to Carena-Bancorp, Inc. in 1985; to Carena Developments Limited in 1989; and to Brookfield Properties Corporation in 1996. Brookfield Properties was founded in 1923 and is based in New York, New York wi th an additional office in Toronto, Canada

Advisors' Opinion:
  • [By Luke Jacobi]

    Brookfield Office Properties (NYSE: BPO) got a boost, closing up 13.71 percent to $19.07 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.

  • [By Mike Arnold]

    Brookfield's public assets include a 21% stake (and potentially more given certain warrants held by Brookfield) in General Growth Properties (GGP), a 51% stake in Brookfield Office Properties (BPO), a 36% stake (again, more if certain warrants are exercised) in Rouse Properties (RSE) and 21% stake in Canary Wharf Group Plc, which is majority owned by Songbird Estates Plc (SBEPF.PK).

  • [By Victor Selva]

    Xerox Corporation (XRX), with a market capitalization of $13.11 billion, is among the largest companies in the global document markets. It is a provider of business process and document management. The company is a Business Process Outsourcing (BPO) company engaged in managing transaction processes.

  • [By Jake L'Ecuyer]

    Shares of Brookfield Office Properties (NYSE: BPO) got a boost, shooting up 13.45 percent to $19.02 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.

Top 10 Canadian Companies To Own For 2014: Vanguard Natural Resources LLC(VNR)

Vanguard Natural Resources, LLC, through its subsidiaries, engages in the acquisition and development of oil and natural gas properties in the United States. Its properties are located in the southern portion of the Appalachian Basin, primarily in southeast Kentucky and northeast Tennessee; the Permian Basin, primarily in west Texas and southeastern New Mexico; and south Texas. As of December 31, 2010, the company had estimated proved reserves of 69.3 million barrels of oil equivalent, as well as working interests in 2,270 net productive wells. Vanguard Natural Resources, LLC was founded in 2006 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Matt DiLallo]

    Two-thirds of the reserves are located in the midcontinent, which are well-known for holding great MLP-type assets that have long life and low decline. Peers like LINN Energy (NASDAQ: LINE  ) and Vanguard Natural Resources (NASDAQ: VNR  ) each has a substantial presence in the midcontinent region. Eagle Rock's reserves there have a heavy natural gas component; gas is 64% of these reserves. However, Eagle Rock has an exciting oil play in the region, which I'll get to in a moment.

Top 10 Canadian Companies To Own For 2014: Nu Skin Enterprises Inc.(NUS)

Nu Skin Enterprises, Inc. develops and distributes anti-aging personal care products and nutritional supplements worldwide. The company sells its personal care products under the Nu Skin brand; and nutritional supplements under the Pharmanex brand. Its personal care product line includes core systems, targeted treatments, total care, cosmetic, and Epoch, a product formulated with botanical ingredients. The company?s nutritional supplements product line comprises micronutrient supplements, targeted solution supplements, and weight management products. It also sells Vitameal, which are nutritious meal products for starving children or purchased for personal food storage. In addition, the company offers other products and services consisting of digital content storage, water purifiers, and other household products. It sells its products primarily through a network of independent distributors in north Asia, the Americas, Greater China, Europe, and the south Asia/Pacific. The c ompany also operates retail stores to sell its products in China. As of December 31, 2010, Nu Skin Enterprises operated 40 stores throughout China. The company was founded in 1984 and is headquartered in Provo, Utah.

Advisors' Opinion:
  • [By Rich Bieglmeier]

    Overall: there is too much risk, in our opinion, to get in front of Nu Skin Enterprises, Inc.'s (NUS) earnings report. Although, the company's EPS-driven price response suggest a significant swing is coming. Investors could play it both ways with an options straddle.

  • [By Ben Levisohn]

    Shares of NuSkin (NUS), which has its own China problems, have fallen 2.6% to $71.10 at 1:38 p.m. after being up much of the day, while Usana Health Sciences (USNA) has dropped 5.78% to $68.80 after being up as well. Prices are moving fast, so these will have changed by the time you read this.

  • [By Ben Levisohn]

    Shares of Herbalife have dropped 3.5% to $66.53 at 2:44 p.m., while Nu Skin Enterprises (NUS) has dipped 0.1% to $79.99, Usana Health Sciences (USNA) has fallen 0.4% to $75.84, Avon Products (AVP) has gained 0.9% to $15.22 and Weight Watchers (WTW) has advanced 0.2% to $20.95.

Top 10 Canadian Companies To Own For 2014: Ventas Inc. (VTR)

Ventas, Inc. is a publicly owned real estate investment trust. The firm engages in investment, management, financing, and leasing of properties in the healthcare industry. It invests in the real estate markets of the United States and Canada. The firm primarily invests in healthcare-related facilities including hospitals, skilled nursing facilities, senior housing facilities, medical office buildings, and other healthcare related facilities. Ventas, Inc. was founded in 1983 and is based in Chicago, Illinois with additional offices in Louisville, Kentucky and Dallas, Texas.

Advisors' Opinion:
  • [By Marc Bastow]

    Senior housing and healthcare properties real estate investment trust (REIT) Ventas (VTR) raised its quarterly dividend 8% to 72.5 cents per share, payable on Dec. 31 to shareholders of record as of Dec. 16.
    VTR Dividend Yield: 5.16%

  • [By Dimitra DeFotis]

    Among real estate trusts:

    American Tower��(AMT),�the diversified �REIT, is the best performer in the index.�It was�up 4.6% after saying�Friday it will buy the parent of tower operator Global Tower Partners for $4.8 billion. HCP (HCP), a healthcare REIT, was�up 3.3%. Prologis (PLD) an industrial REIT, was�up 2.8%. Vornado Realty Trust (VNO) was�up 2.7%. Boston Properties (BXP), the office REIT, was�up 2.3%. Equity Residential (EQR), a residential REIT, was�up 2.4%. Ventas (VTR), a healthcare REIT, was�up 2%.

     

  • [By Brad Thomas]

    For current investors, I still think the recent 10% price reduction still represents a premium valuation - of mispriced risk - and I would consider a rotation into a more risk-aligned healthcare REIT like Healthcare Trust of America (HTA) yielding 4.82% or Ventas, Inc. (VTR) yielding 3.47%. (See my HTA article here and my VTR article here).

  • [By Sue Chang and Ben Eisen]

    Ventas Inc. (VTR) �rose 4.6%. The stock was upgraded to buy from neutral with a price target of $63 at UBS.

Top 10 Canadian Companies To Own For 2014: Eldorado Gold Corp(EGO)

Eldorado Gold Corporation, together with its subsidiaries, engages in the discovery, exploration, development, production, and reclamation of gold properties in Brazil, the People?s Republic of China, Greece, and Turkey. It operates the Kisladag gold mine in Turkey; the Jinfeng, Tanjianshan, and White Mountain gold mines in the People?s Republic of China; and the Vila Nova iron ore mine in Brazil. The company?s development projects include the Efemcukuru gold mine in Turkey, the Eastern Dragon gold mine in the People?s Republic of China, the Perama Hill gold project in Greece, and the Tocantinzinho gold project in Brazil. As of December 31, 2010, Eldorado Gold Corporation had 18.7 million ounces of proven and probable gold reserves. The company was formerly known as Eldorado Corporation Ltd. and changed its name to Eldorado Gold Corporation in April 1996. Eldorado Gold Corporation was founded in 1992 and is headquartered in Vancouver, Canada.

Advisors' Opinion:
  • [By Johanna Bennett]

    Analyst John Bridges and his team like Goldcorp (GG), B2Gold (BTG) and Eldorado (EGO), and feel Buenaventura (BVN) is a serious laggard with likely improved results in the second half of 2014. They write:

  • [By Ben Levisohn]

    Newmont has dropped 2.2% to $25.73 at 3:02 p.m. While that’s in-line with the Market Vectors Gold Miners ETF’s (GDX) 2.2% fall to 23.03, it’s better than the most heavily traded gold-mining stocks. Shares of Barrick Gold (ABX), for instance, have dropped 3.6% to $17.20, Gold Corp (GG) is down 3.1% at $23.54 and Eldorado Gold (EGO) has declined 3.9% to $5.82.

  • [By Ben Levisohn]

    Bridges favorite stocks include Goldcorp, Newmont, Eldorado Gold (EGO) and New Gold (NGD).

    Note, however, that these recommendations are all qualified in one way or another. Investors should keep that in mind before going all in on the gold miners.

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