With smartphones now representing over 60% of U.S. handsets, increased data usage is leading to a growing demand for spectrum, which is a key component in carriers��race over market share. Thus, as an operator of wireless tower communications sites, Crown Castle International Inc. (CCI) will enjoy the benefits of being in the right place at the right time.
As a matter of fact, the company is the second largest independent operator of wireless tower communication sites in the U.S. and it is the leading tower owner, with roughly 40,000 sites domestically and over 1,700 in Australia.
The firm leases and licenses antenna spaces on its controlled towers to major wireless carriers such as AT&T Inc. (T), Sprint Nextel Corporation (S) and Verizon Communications Inc. (VZ). Moreover, it leases access to its distributed antenna systems for the transmission of wireless signals related to the transmission of voice, video and data.
Long Lasting Upsides with Low Risk
Crown Castle has many advantages running to its favor, which have carved the company a narrow economic moat. For one, it boasts great visibility stemming from the fact that its long term contracts have enabled the firm to have more than 97% of its coming year�� revenue projections already assured.
Top 10 Promising Companies To Watch For 2015: Emerson Electric Company(EMR)
Emerson Electric Co. operates as a diversified manufacturing and technology company. The company engages in appliance solutions, climate technologies, industrial automation, motor technology, network power, process management, professional tools, and storage solutions businesses. Its appliance solutions business provides appliance controls, appliance motors, heating products, and white-rodgers; climate technology business provides heating, ventilation, air conditioning, and refrigeration (HVACR) solutions for residential, industrial, and commercial applications; and industrial automation business offers bearings and power transmission products, electrical power generation products, electric motors, variable speed drives and servos, electrical products, material joining solutions, fluid automation products, and wind turbine systems. The company?s motor technology business provides appliance motors, HVACR motors, DC motors, fractional horsepower motors, integral horsepower a nd larger motors, and drives; network power business provides power, precision cooling, connectivity, and embedded solutions; and process management business provides various wireless related products from self-organizing field networks to wireless asset and people tracking. Its professional tools business offers pipe working and threading equipment, pressing technology, utility locating and visual diagnostics systems, drain maintenance tools, power tools, air tools, general purpose hand tools, wet/dry vacs, job site storage equipment, truck tool boxes and equipment, and van storage equipment; and storage solutions business provides shelving and storage products for residential, commercial, and foodservice needs, as well as offers specialized carts, mobile computer workstations, and cabinet fixtures. The company was founded in 1890 and is headquartered in St. Louis, Missouri.
Advisors' Opinion:- [By Dividends4Life]
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- More Stock Analysis - [By David Sterman]
We can glean a few clear trends from these share buybackers:
The majority of these plans are simply new plans to replace old plans that have now been completed, meaning these companies buy back their shares on a regular basis. Many of these stocks are valued right near the market multiple of 15 to 16 times projected earnings. Many of these stocks offer up a decent dividend as well, boosting their total cash return to shareholders. Most of these buyback programs represent a meaningful amount of the current share count. (Both VMWare's (NYSE: VMW) and Emerson Electric's (NYSE: EMR) buyback programs are not really meaningful as they are only likely large enough to offset stock option grants). Most of these stocks are near their 52-week highs, extending the theme of the current era that companies no longer wait for their stock to fall out of bed before buying back stock. Nor do any of these stocks trade below tangible book value, which also had historically served as a key litmus test of buyback efficacy.Still, the longer-term buyback programs for some of these firms have surely been impressive. Take toy maker Hasbro (NYSE: HAS) as an example. The company's new $500 million share buyback (which would reduce the share count by 11% at current prices) is reasonably impressive -- until you look at what Hasbro has already been doing for nearly a decade.
- [By Lee Samaha]
It's no secret that 3M Co. (NYSE: MMM ) is one of the best run companies in North America, and it's also no secret that the company's stock valuation of 20 times current earnings is hardly cheap. The company is best understood as a play on global industrial growth, and in this sense it's useful to compare it to other industrial stalwarts, such as�Illinois Tool Works (NYSE: ITW ) and Emerson Electric (NYSE: EMR ) . With�this in mind, investors need to ask themselves what 3M needs to do to make it a good value.
- [By Rising Dividend Investing]
Pent Up Demand Pushing Cyclical Stocks
We are coming out of a lengthy period of decreased spending in the wake of 2008-09, which has built pent up demand for automobiles, housing and capital expenditures. The average age of vehicles on the road has reached a record high of 11.4 years. Demand for new houses fell off dramatically since the Great Recession. The average U.S. home was built in 1974 and continues to age.
As people have chosen to fix rather than replace their vehicles and homes, we’ve seen the replacement-type industries do very well. Auto Retail’s second quarter sales and earnings per share were up 14.7% and 18.6%, respectively. Home improvement retail grew sales nearly 10% with earnings up 20% from second quarter 2012.
Adding to the pent up demand for housing is the number of young people living with their parents rather than buying or renting on their own. According to real-estate marketplace Trulia, the number of “missing households” (Americans who would currently be owning or renting a home if pre-recession economic trends had continued) was up to 2.4 million in March. More than half of these missing households are 18 to 34-year-olds.
This pent up demand extends beyond just the immediate products being bought by consumers. Businesses have held off replacing durable goods since the recession. All of this excess demand will have to be released at some point. Eventually, these homes and vehicles will exceed their useful life and need to be replaced. To meet the need for the excess demand, companies will not be able to hold off re-investing in new plant equipment.
We’ve seen the beginning of this demand in 2013 and believe there is more to come. The market is buying into this as well, as more growth and manufacturing oriented sectors – such as Consumer Discretionary and Industrials – have performed well over the near-term.
Share prices for stocks in the Industrial sectors are mo
10 Best Long Term Stocks To Own For 2014: Blucora Inc (BCOR)
Blucora, Inc., formerly InfoSpace, Inc., is a provider of online solutions for consumers and business partners. The Company owns and operates two Internet businesses. Through its InfoSpace business, the Company provides online search and monetization solutions to a network of more than 100 global partners. Through TaxACT, The Company provides online tax preparation solutions to consumers and professional preparers. The Company's search business consists primarily of a business to business offering that provides its search technology, aggregated content and services to its distribution partners. The search business also offers search services directly to consumers through its own Internet search properties. On June 22, 2011, InfoSpace sold its Mercantila e-commerce business to Zoo Stores, Inc. On January 31, 2012, InfoSpace acquired TaxACT Holdings, Inc. and its subsidiary, 2nd Story Software, Inc. In August 2013, the Company announced that it has completed the acquisition of Monoprice.
InfoSpace primarily offers search services through the Web properties of its distribution partners, which are generally private-labeled and customized to address the requirements of each distribution partner. The search business also distributes aggregated search content through its own Websites, such as Dogpile.com and WebCrawler.com. The Search segment consists of the Company�� search services operations and the Tax Preparation segment is the TaxACT business. The Company�� revenues are generated primarily from its Web search services. The Company�� metasearch technology offers users a search experience, which combines the results of several search engine content providers, including Google, Yahoo!, and Bing, among others, and aggregates, filters, and prioritizes the results. This combination provides a more relevant search results page and leverages the investments made by its Search Customers to continually improve the user experience. Partner versions of its Web offerings are private-labeled and d! elivered with each distribution partner�� requirements.
The Tax Preparation segment generates its revenue through three primary methods: the sale of state and upgraded federal income tax preparation software and online services to consumers, the sale of ancillary services to any user, paid or not, and the sale of its professional edition income tax preparation software to professional tax preparers. The ancillary services include, among other things, additional support, data archiving, a deferred payment option, and a bank card product.
Advisors' Opinion:- [By Canadian Value]
Position % of Fund Assets 1) First American Financial Corp. (FAF) 7.0% 2) Apple, Inc. (AAPL) 6.5% 3) Coinstar, Inc. (CSTR) 4.8% 4) EMC Corp. (EMC) 4.4% 5) Coach, Inc. (COH) 4.4% 6) Kohl's Corp. (KSS) 4.1% 7) Blucora, Inc. (BCOR) 4.0% 8) Tetra Tech, Inc. (TTEK) 3.1% 9) OM Group, Inc. (OMG) 3.0% 10) American International Group, Inc. (AIG) 2.8% TOTAL 44.1% One area that we believe still offers some value in the market is in high quality, large��ap technology stocks that may be momentarily out��f��avor as they transition from rapid growth to slower growth. In particular, we become interested when that transition is also accompanied by a change in capital allocation policies designed to return more cash to shareholders in the form of dividends and share repurchases. We believe that Apple and EMC are two of the absolute highest quality technology businesses in the world and both have recently announced very material, shareholder��friendly changes to how they will allocate capital.
- [By Igor Novgorodtsev]
Combining Perion's and Conduit's number allows us to compare a "new Perion" to its peer group: AVG, IACI, AOL (AOL), and Blucora (BCOR). The numbers are nothing short of incredible demonstrating how grossly the new company is underpriced.
10 Best Long Term Stocks To Own For 2014: LSB Industries Inc (LXU)
LSB Industries, Inc., incorporated on January 21, 1977, is a diversified holding company involved in manufacturing and marketing operations through its subsidiaries. The Company together with its wholly owned subsidiaries owns Chemical Business and Climate Control Business. Chemical Business manufactures and sells nitrogen-based chemical products produced from four facilities located in El Dorado, Arkansas; Cherokee, Alabama; Pryor, Oklahoma, and Baytown, Texas for the agricultural, industrial, and mining markets. Climate Control Business manufactures and sells a range of heating, ventilation and air conditioning (HVAC) products in the niche markets the Company serves consisting of geothermal and water source heat pumps, hydronic fan coils, large custom air handlers, modular geothermal and other chillers and other related products used to control the environment in commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems. On October 31, 2012, Zena Energy LLC acquired working interests in certain natural gas properties located in Wyoming County, Pennsylvania, within the Marcellus Shale.
Chemical Business
The Company�� products in the Chemical Business include high purity and commercial grade anhydrous ammonia for industrial and agricultural applications, industrial and fertilizer grade ammonium nitrate (AN), urea ammonium nitrate (UAN), sulfuric acids, nitric acids in various concentrations, nitrogen solutions, diesel exhaust fluid (DEF) and various other products. The Company�� Chemical Business is a supplier to chemical and industrial companies. Its other products include anhydrous ammonia, ammonium nitrate ammonia solution for agricultural applications, blended and regular nitric acid, mixed nitrating acids, and industrial grade AN and solutions for the mining industry. The Company sells hese agricultural products to farmers, ranchers, fertilizer dealers and distributors primarily in the ran! ch land and grain production markets in the United States. The Company�� Chemical Business establishes long-term relationships with wholesale agricultural distributors and retailers and also sells directly to agricultural end-users through its network of wholesale and retail distribution centers. The Company�� Chemical Business manufactures and sells industrial acids and other chemical products primarily to the polyurethane, paper, fibers, fuel additives, emission control, and electronics industries. Its Chemical Business is also a niche market supplier of industrial and high purity ammonia for many specialty applications, including the reduction of air emissions from power plants.
Climate Control Business
The Company�� Climate Control Business manufactures and sells a range of standard and custom designed geothermal and water source heat pumps and hydronic fan coils, as well as custom air handlers and modular chiller systems, including modular geothermal chillers and simultaneous heating and cooling modules. These products are for use in commercial/institutional and residential HVAC systems. Its products are installed in some of the commercial/institutional developments in the United States, including the Prudential Tower, Rockefeller Plaza, Trump Tower, Time Warner Center and many others. In addition, it has presence in the lodging sector with installations in numerous Hyatt, Marriott, Four Seasons, Starwood, Ritz Carlton and Hilton hotels, among others. Its Climate Control Business manufactures and distributes its products from seven facilities located in Oklahoma City, Oklahoma. The Company also provides geothermal heat pumps in residential and commercial/institutional applications. Its products are sold to the commercial/institutional markets, as well as single and multi-family residential new construction, renovation and replacements. The Company is a provider of hydronic fan coils targeting commercial and institutional markets. It manufactures its products in many! sizes an! d configurations, as required by the purchaser, to fit the space and capacity requirements of hotels, motels, schools, hospitals, apartment buildings, office buildings and other commercial/institutional or residential structures. The Climate Control Business sells its products primarily to mechanical contractors, original equipment manufacturers (OEMs) and distributors. Its Climate Control Business market includes commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems.
The Company competes with Agrium, CF Industries, Coffeyville Resources, Dyno Nobel, Koch, Potash Corporation, Yara International, Carrier, Trane, Nortek, McQuay, and Bosch.
Advisors' Opinion:- [By James E. Brumley]
With a market cap of only $893 million, it's not like LSB Industries, Inc. (NYSE:LXU) is the kind of company that garners a ton of attention. On the other hand, over the past several months, LXU has garnered far more attention than it likely wanted. The turbulence seems to be mostly behind it, however, and though the stock is now overbought thanks to the proverbial clearing of the dust, for long-haul investors, LSB Industries may be worth a closer look.
- [By Roberto Pedone]
LSB Industries (LXU) manufactures and sells geothermal and water source heat pumps and air handling products and chemical products. This stock closed up 4.6% at $33.72 in Friday's trading session.
Friday's Volume: 543,000
Three-Month Average Volume: 147,784
Volume % Change: 252%From a technical perspective, LXU ripped higher here right above some near-term support at $31.45 and back above its 50-day moving average of $32.51 with heavy upside volume. This stock also flirted with its 200-day moving average at $35.22, before closing just below that level at $33.72.
Traders should now look for long-biased trades in LXU as long as it's trending above its 50-day at $32.51 and then once it sustains a move or close above its 200-day at $35.22 to Friday's high of $36 with volume that's near or above 147,784 shares. If we get that move soon, then LXU will set up to re-test or possibly take out its next major overhead resistance levels at $40.37 to $42.79.
10 Best Long Term Stocks To Own For 2014: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [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.
- [By Charley Blaine]
Chevron Corp. (NYSE: CVX) shares are trading at $111.70. That is about 1% above the 52-week low of $110.54 and down about 10.5% on the year. The second-largest oil company reported a 26% decline in fourth-quarter profits, thanks to low oil prices, and it has seen oil and gas production levels decline. The consensus price target is $130.53, which is 16.7% above the current price.
- [By Matt DiLallo]
One of the most promising potential plays in the country is in the Neuquen Basin in what is called the Vaca Muerta formation, which actually means "Dead Cow" in Spanish. One of the first movers here is Chevron (NYSE: CVX ) which drilled two exploratory wells into the formation last year. The company is drilling another exploratory well this year with plans to drill three more appraisal wells. It's looking to expand its presence in the country even as it evaluates the results from those wells.�
10 Best Long Term Stocks To Own For 2014: TigerLogic Corporation(TIGR)
TigerLogic Corporation engages in the design, development, sale, and support of software infrastructure, Internet search enhancement tools, and a social media content aggregation platform in North America, the United Kingdom, France, and Germany. The company offers Yolink, a search enhancement technology; and TigerLogic XDMS, an enterprise native XML database management server with data and document centric capabilities. It also provides multi-dimensional databases consisting of D3 data base management system that runs on various operating systems and allows application programmers to create new business solution software; mvEnterprise and mvBase, the multi-dimensional database solutions; and TigerLogic dashboard, which allows Pick UDM developers to create Web-based graphical displays of multi-value data. In addition, the company offers rapid application development tools that support the full life cycle of software application development and are used for rapid prototypin g, development, and deployment of graphical user interface client/server and Web applications. Further, it provides Postano, a real-time social media content aggregation platform, which allows users to collect content from various social media sources and display that content on Web pages hosted by the company or others. Additionally, the company offers technical support, consulting, continuing maintenance, customer support, professional, and training services. It serves independent software vendors and software developers, and corporate information technology departments. TigerLogic Corporation sells its products through OEMs, system integrators, specialized vertical application software developers, and consulting organizations, as well as directly to end user organizations and through its Web sites. The company was formerly known as Raining Data Corporation and changed its name to TigerLogic Corporation in April 2008. TigerLogic Corporation was founded in 1987 and is based in Irvine, California.
Advisors' Opinion:- [By Monica Gerson]
TigerLogic (NASDAQ: TIGR) is estimated to post its Q4 earnings.
Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets
10 Best Long Term Stocks To Own For 2014: Schnitzer Steel Industries Inc.(SCHN)
Schnitzer Steel Industries, Inc. engages in recycling ferrous and nonferrous scrap metals, and used and salvaged vehicles; and manufacturing finished steel products. The company operates through three segments: Metals Recycling Business (MRB), Auto Parts Business (APB), and Steel Manufacturing Business (SMB). The MRB segment involves in the purchase, collection, processing, recycling, sale, and broking of ferrous scrap metals. It processes mixed and large pieces of scrap metal into smaller pieces by sorting, shearing, shredding, and torching. This segment?s products include ferrous products, including ferrous scrap metal, a feedstock used in the production of finished steel products; and nonferrous scrap metals, including aluminum, copper, stainless steel, nickel, brass, titanium, lead, high temperature alloys, and joint products, such as zorba (mixed nonferrous material) and zurik (stainless steel). The MRB segment sells its products to steel mills and smelters. The APB segment purchases used and salvaged vehicles and sells serviceable used auto parts from these vehicles through its 45 self-service auto parts stores, which are located across the United States and western Canada. It also sells other vehicles, including auto bodies; cores, such as engines, transmissions, alternators, and catalytic converters; and nonferrous materials to metal recyclers. The SMB segment engages in the purchase of recycled metal, and processing of the recycled metal and other raw materials into finished steel products. Its product portfolio comprises semi-finished goods and finished goods consisting of rebar, coiled rebar, wire rod, merchant bar, and other specialty products. This segment serves steel service centers, construction industry subcontractors, steel fabricators, wire drawers, and farm and wood product suppliers. The company exports its products worldwide. Schnitzer Steel Industries, Inc. was founded in 1946 and is based in Portland, Oregon.
Advisors' Opinion:- [By Rich Smith]
If you want to know what the future holds for global steel giants like Arcelor Mittal (NYSE: MT ) , U.S. Steel (NYSE: X ) , and Nucor (NYSE: NUE ) , one of the best ways you can spend your time, I suspect, is by reviewing the earnings reports of another company entirely -- Schnitzer Steel (NASDAQ: SCHN ) .
10 Best Long Term Stocks To Own For 2014: Kayne Anderson Energy Total Return Fund Inc (KYE)
Kayne Anderson Energy Total Return Fund, Inc. (the Fund) is a non-diversified closed-end investment company. The Fund�� investment objective is to obtain a high total return with an emphasis on current income. The Fund seeks to achieve this objective by investing primarily in securities of companies engaged in the energy industry, principally including publicly-traded energy-related master limited partnerships and limited liability companies taxed as partnerships (MLPs), MLP affiliates, energy-related United States and Canadian royalty trusts and income trusts and other companies that derive at least 50% of their revenues from operating assets used in, or providing energy-related services for, the exploration, development, production, gathering, transportation, processing, storing, refining, distribution, mining or marketing of natural gas, natural gas liquids (including propane), crude oil, refined petroleum products or coal.
Effective December 31, 2006, Kayne Anderson assigned the Investment Management Agreement to its subsidiary, KA Fund Advisors, LLC (the Adviser). The Fund focuses on investing at least 80% of the aggregate of its net assets and borrowings (total assets) in securities of Energy Companies. The Fund invests in equity securities, such as common stocks, preferred stocks, convertible securities, warrants, depository receipts, and equity interests in MLPs, MLP affiliates, royalty trusts and other Energy Companies.
Advisors' Opinion:- [By Robert Rapier]
We got several questions about Kayne Anderson Energy Total Return Fund (NYSE: KYE) during the chat. The main advantage of closed-end MLP funds is the diversification they provide, along with the convenience of a 1099 miscellaneous income tax form instead of having to deal with K-1 forms from each individual MLP. This makes a closed-end MLP fund a more attractive option for an IRA.
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