Tuesday, January 14, 2014

10 Best Canadian Stocks To Own Right Now

Unlike Nokia (NYSE: NOK  ) , another mobile-phone maker that has new phones and a new OS and is in the early stages of fighting its way back to relevance, BlackBerry (NASDAQ: BBRY  ) has shared some good news of late. Its new Q5 smartphone, similar to the premium Q10 and complete with BlackBerry fans' favorite feature -- a physical keyboard -- could provide a significant sales boost. Now there's news from a Raymond James analyst that BlackBerry is making some serious inroads at home, and it's taken only a quarter to do it.

The good news continues
Q1 of this calendar year saw a doubling of BlackBerry's market share in Canada, in large part because of BlackBerry's Z10, the non-keyboard version of the BB10 OS smartphone. As per a Raymond James analyst, BlackBerry held a 6% share of the Canadian market in Q4, a ridiculously low figure given its once dominating position up North. By Q1 of this year, however, BlackBerry jumped to a whopping 13.5% share of the Canadian smartphone market -- in a quarter.

10 Best Canadian Stocks To Own Right Now: EMCOR Group Inc. (EME)

EMCOR Group, Inc. provides electrical and mechanical construction, and facilities services primarily to commercial, industrial, utility, and institutional customers in the United States, the United Kingdom, and internationally. The company offers various electrical and mechanical systems, including electric power transmission and distribution systems, such as power cables, conduits, distribution panels, transformers, generators, uninterruptible power supply systems, and related switch gear and controls; premises electrical and lighting systems, including fixtures and controls; low-voltage systems comprising fire alarms, and security and process control systems; voice and data communications systems, including fiber-optic and low-voltage cabling systems; and roadway and transit lighting and fiber-optic lines. It also provides heating, ventilation, air conditioning, refrigeration, and clean-room process ventilation systems; fire protection systems; plumbing, processing, and piping systems; controls and filtration systems; water and wastewater treatment systems; central plant heating and cooling systems; cranes and rigging; millwrighting; and steel fabrication, erection, and welding systems. In addition, the company offers facilities services comprising industrial maintenance and services; outage services to utilities and industrial plants; commercial and government site-based operations and maintenance; military base operations support; mobile mechanical maintenance and services; floor care and janitorial; landscaping, lot sweeping, and snow removal; facilities and vendor management; call center; building systems installation and support; and technical consulting and diagnostic services. Further, it provides small modification and retrofit projects; retrofit projects; and program development, management, and maintenance services for energy systems. EMCOR Group, Inc. was founded in 1966 and is headquartered in Norwalk, Connecticut.

Advisors' Opinion:
  • [By Seth Jayson]

    When judging a company's prospects, how quickly it turns cash outflows into cash inflows can be just as important as how much profit it's booking in the accounting fantasy world we call "earnings." This is one of the first metrics I check when I'm hunting for the market's best stocks. Today, we'll see how it applies to EMCOR Group (NYSE: EME  ) .

  • [By Eric Volkman]

    EMCOR Group (NYSE: EME  ) is growing the old-fashioned way -- with the purchase of outside assets. The company announced�that it will acquire the privately held RepconStrickland, a Texas-based firm it describes as "a leading provider of recurring turnaround and specialty services to the North American refinery and petrochemical markets."

10 Best Canadian Stocks To Own Right Now: TotalFinaElf S.A.(TOT)

TOTAL S.A., together with its subsidiaries, operates as an integrated oil and gas company worldwide. The company operates through three segments: Upstream, Downstream, and Chemicals. The Upstream segment engages in the exploration, development, and production of oil and natural gas. It also involves in the transportation, trade, and marketing of natural gas and liquefied natural gas (LNG), as well as in LNG re-gasification and natural gas storage operations. In addition, this segment engages in the shipping and trade of liquefied petroleum gas (LPG); power generation from gas-fired power plants, nuclear, or renewable energies; production, trade, and marketing of coal, as well as in solar power systems and technology operations. As of December 31, 2010, it had combined proved reserves of 10,695 Mboe of oil and gas. The Downstream segment involves in refining, marketing, trading, and shipping crude oil and petroleum products. It also produces a range of specialty products, s uch as lubricants, LPG, jet fuel, special fluids, bitumen, marine fuels, and petrochemical feedstock. This segment holds interests in 24 refineries located in Europe, the United States, the French West Indies, Africa, and China, as well as operates a network of 17,490 service stations. The Chemicals segment produces base chemicals, including petrochemicals and fertilizers, as well as engages in rubber processing, resins, adhesives, and electroplating activities. TOTAL S.A. was founded in 1924 and is based in Paris, France.

Advisors' Opinion:
  • [By Tyler Crowe]

    But as each process is implemented, so too does the cost to extract oil increase. Today, every country in the Middle East is implementing some form of EOR to their oil fields. For some of the smaller countires, it has been in practice for years. Total (NYSE: TOT  ) has been using gas flooding in Abu Dhabi for more than 20 years. This is a telltale sign that the cost of extracting oil is getting more expensive for all players in the region.�

  • [By David Smith]

    And Total (NYSE: TOT  ) also has been selling onshore in Nigeria. But the French company is nevertheless developing a new offshore oil field there that it maintains will produce 200,000 barrels a day.

Top 10 Tech Stocks To Own Right Now: SAP AG(SAP)

SAP AG provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. The company?s products includes SAP Business Suite software, which supports large organizations in their core business operations, such as supplier relationship, production, warehouse management, sales, administration, and customer relationship; SAP Business All-in-One, a business management software that assists midsize companies in managing various business functions, including financials, human resources, procurement, inventory, manufacturing, logistics, product development, sales, and marketing; SAP Business One, a business management application for small businesses; and SAP Business ByDesign, an on-demand solution for integrated business management applications. Its products also comprises SAP BusinessObjects Edge business intelligence and enterprise performance management solutions; Xcelsius, a data visualization software; Crystal Reports, which helps users design interactive reports; Sybase IQ, an optimized analytics server designed to deliver results for business intelligence, analytics, data warehousing, and reporting solutions; SAP solutions for sustainability; and SAP NetWeaver technology platform, which integrates information and business processes across various technologies and organizational structures. In addition, the company offers industry and solution-focused, business transformation, information technology transformation, custom development, and support services; and program, project management, quality assurance, and education and certification services. It sells its products through its subsidiaries and resellers. SAP AG has a strategic relationship with Cap Gemini S.A. to develop and deploy enterprise mobility solutions. The company was formerly known as SAP Aktiengesellschaft Systeme, Anwendungen, Produkte in der Datenverarbeitung. SAP AG was founded in 1972 and is headquartered in Walldorf , Germany.

Advisors' Opinion:
  • [By Reuters]

    Joe Raedle/Getty Images TORONTO -- BlackBerry Ltd. will pay its new interim CEO a base salary of $1 million, a bonus of up to twice that amount as well as stock awards potentially worth some $85 million, in the hopes of turning around Canada's most prominent technology company. John Chen, the second consecutive chief executive officer at BlackBerry (BBRY) to receive a bumper package, will have to help the embattled smartphone maker regain its footing and win back market share ceded to the likes of Apple's (AAPL) iPhone and a range of devices that run on Google's (GOOG) Android operating system. Chen was credited with turning around Sybase in the late 1990s. Sybase, an enterprise software company, was eventually acquired by SAP (SAP) in 2010. Chen's share awards only begin to vest after he completes three years with BlackBerry, and the majority of the options will vest only after he completes his fifth year, according to a regulatory filing late Thursday. Should Chen be fired without cause, he will be paid up to $6 million, according to the filing. Chen's appointment came after BlackBerry stunned many Monday when it abandoned plans to sell itself and instead opted to raise funds via a $1 billion notes offering led by Fairfax Holdings, its largest shareholder. Fairfax, led by investment guru Prem Watsa, had said it was investing $250 million in the offering. In its filing Thursday, BlackBerry said Canso Investment Counsel is investing $300 million in the offering, while Mackenzie Financial, Markel, Qatar Holding, and Brookfield Asset Management are buying the remainder. As part of the financing deal, BlackBerry has agreed to pay a fee to the investors if it does reach an alternate deal that results in the sale of the company, either before, or within 30 days of the close of this deal. Depending on the circumstances, the fee could range between $135 million and $250 million. The investors have also pledged to a standstill agreement, for a period of on

  • [By Weighing Machine]

    SAP (SAP), the German ERP software leader has underperformed the broader market in 2013 as investors have cast aside large software companies in favor of cloud pure plays. While the stock has been a bore recently, there are many things to like about SAP. First, it has a leading position in complex ERP systems for large corporations. These systems are incredibly sticky (99% retention). Companies spend tens, and in some cases hundreds of millions of dollars and 3-5 years to implement these systems and almost never rip them out. In addition to getting paid a fee for the initial sale of the system, SAP receives a maintenance fee of 20-22% of the initial sales price every year. These revenues represent over half the company's revenue (and a greater % of profit). This provides a very stable revenue and profit stream for the company - even in a weak macro environment (despite the economy falling off a cliff between 2008 and 2009, SAP reported less than a 10% decline in operating profit). Similarly the company has exciting growth opportunities with its HANA in-memory database which, when coupled with other product cross selling opportunities should allow the company to grow its operating profit in excess of 10% annually (comprised of high single digit revenue growth and some operating leverage). Trading at just over 15x earnings, shares look to have 30% upside.

  • [By Julianne Pepitone]

    BlackBerry (BBRY) is, at least temporarily, pinning its hopes on Chen, who successfully turned around the struggling enterprise software maker Sybase and sold it to SAP (SAP) in 2010.

  • [By Monica Gerson]

    SAP AG (NYSE: SAP) is estimated to report its Q3 earnings at $0.82 per share on revenue of $4.20 billion.

    Discover Financial Services (NYSE: DFS) is expected to report its Q3 earnings at $1.21 per share on revenue of $2.07 billion.

10 Best Canadian Stocks To Own Right Now: Banco Latinoamericano de Comercio Exterior S.A. (BLX)

Banco Latinoamericano de Comercio Exterior, S.A. provides trade financing to commercial banks, middle-market companies, and corporations primarily in Latin America and the Caribbean. The company operates in three segments: Commercial, Treasury, and Asset Management. The Commercial segment offers deposits and loans for foreign trade transactions. This segment also provides various products, services, and solutions relating to foreign trade, which include co-financing arrangements, underwriting of syndicated credit facilities, structured trade financing, asset-based financing in the form of factoring, vendor financing and leasing, and other fee-based services, such as electronic clearing services. The Treasury segment offers liquidity management and investment securities activities, including management of interest rate, liquidity, price, and currency risks. The Asset Management segment provides asset management services, including investment advisory services for funds and managed accounts. This division is involved in trading foreign exchange, interest rate swaps, and derivative products. The company was formerly known as Banco Latinoamericano de Exportaciones, S.A. and changed its name to Banco Latinoamericano de Comercio Exterior, S.A. in June 2009. Banco Latinoamericano de Comercio Exterior, S.A. was founded in 1977 and is headquartered in Panama City, the Republic of Panama.

Advisors' Opinion:
  • [By Rich Duprey]

    Panama-based supranational bank�Banco Latinoamericano de Comercio Exterior� (NYSE: BLX  ) announced yesterday its second-quarter dividend of $0.30 per share, the same rate it's paid for the past three quarters after raising the payout 20% from $0.25 per share.

  • [By Eric Volkman]

    Banco Latinoamericano de Comercio Exterior (NYSE: BLX  ) , better and more conveniently known as Bladex, is maintaining its dividend policy. The lender has declared a payout of $0.30 per share of its stock for its Q1, to be paid on May 7 to shareholders of record as of April 29. This amount matches the company's previous disbursement, which has been paid in both of the preceding two quarters. Before that, Bladex dispensed $0.25 per share.

10 Best Canadian Stocks To Own Right Now: CapitalSource Inc (CSE)

CapitalSource Inc., through its subsidiaries, provides financial products to small and middle market businesses in the United States. It offers depository products and services, such as savings and money market accounts, individual retirement account products, and certificates of deposit. The company also provides senior secured real estate and asset-based loans, and cash flow loans, which have a first priority lien in the collateral securing the loan. Its asset-based loans are collateralized by specified assets of the client, primarily the client�s accounts/notes receivable, inventory, and machinery; and real estate loans are secured by senior mortgages on real property. The company focuses on providing equipment loans and leases; loans to healthcare providers; commercial real estate and multifamily real estate loans; loans secured by timeshare, auto, and other consumer receivables; student loans; traditional life insurance premium finance loans; and loans to technology companies, small businesses, dentists, physicians, pharmacists, and optometrists, as well as to companies in the physical security, government security, and public safety sectors. It operates through 21 retail bank branches in southern and central California, as well as lending offices in the United States. The company was founded in 2000 and is headquartered in Los Angeles, California.

Advisors' Opinion:
  • [By Nicole Seghetti]

    Let's take a closer look at three stocks Fisher recently bought, including drugmaker Gilead Sciences (NASDAQ: GILD  ) , materials manufacturer Owens Corning (NYSE: OC  ) , and financial services provider CapitalSource (NYSE: CSE  ) .

10 Best Canadian Stocks To Own Right Now: Comstock Resources Inc. (CRK)

Comstock Resources, Inc., an independent energy company, engages in the acquisition, development, exploration, and production of oil and natural gas properties in the United States. The company�s oil and gas operations are primarily located in East Texas/North Louisiana and South Texas. It owns interests in approximately 1,570 producing oil and natural gas wells. As of December 31, 2012, the company had proved reserves of 551 billion cubic feet of natural gas equivalent. Comstock Resources, Inc. was founded in 1919 and is headquartered in Frisco, Texas.

Advisors' Opinion:
  • [By Value Digger]

    It is clear that these key metrics match the metrics of a heavily natural gas weighted company that also carries significant debt. To prove this, let's check out Comstock Resources (CRK). Comstock sold some assets recently to Rosetta Resources (ROSE) to reduce its long term debt which still remains high though.

10 Best Canadian Stocks To Own Right Now: Windstream Corporation(WIN)

Windstream Corporation provides communications and technology solutions in the United States. The company offers various solutions, including IP-based voice and data services, multiprotocol label switching (MPLS) networking, data center and managed services, hosting services, and communications systems to businesses and government agencies. It also provides high-speed Internet, voice, and digital television services to residential customers primarily located in rural areas. The company?s data services include data center and managed hosting, MPLS networking, and dedicated access, as well as high-speed Internet to business customers; integrated solutions consist of multiple voice and data services delivered over an IP connection; voice services comprise local and long distance, call waiting, caller identification, and voicemail; and special access services include point-to-point switching arrangements for voice and data traffic. In addition, it provides wholesale services, which primarily include voice and data services on a wholesale basis to other carriers; usage sensitive services to long distance companies; and other local exchange carriers for access to the network in connection with the completion of long-distance calls, as well as reciprocal compensation received from wireless and other local connecting carriers for the use of its facilities. As of June 30, 2011, the company served approximately 3.3 million access lines, 1.3 million high-speed Internet customers, and operated approximately 60,000 fiber route miles. Windstream Corporation is based in Little Rock, Arkansas.

Advisors' Opinion:
  • [By Muhammad Bazil]

    Windstream (WIN) is a leading provider of cutting-edge telecom services and infrastructure, including data and voice services, cloud computing, managed IP networking and network security to U.S. businesses (B2B) as well as broadband, home phone, digital TV and security pack services to residential consumers (B2C). On September 3, 2013, Windstream acquired a holding company and has been renamed into Windstream Holdings. According to the company's announcement:

  • [By Dan Caplinger]

    For years, investors turned to lesser-known telecom companies for high dividend yields. Windstream (NASDAQ: WIN  ) and Frontier Communications (NASDAQ: FTR  ) became especially popular, as they focused on rural areas where consumers have fewer choices on where to get telecom services. Even though those businesses have been in slow decline, both Frontier and Windstream have made efforts to broaden their offerings to keep up with competition in broadband Internet and business services, with varying degrees of success. Windstream has managed to keep its dividend steady, but Frontier had to cut its dividend twice in recent years, sending its shares down substantially.

  • [By David Dittman]

    The S&P 500 Telecommunication Services Index includes just six names, though the UF Portfolio has exposure to half the list via AT&T Inc (NYSE: T) and Verizon Communications Inc (NYSE: VZ) in the Growth Portfolio and the common stock of Windstream Holdings Inc (NYSE: WIN) in the Income Portfolio Aggressive Holdings and a Windstream bond in the Income Portfolio Conservative Holdings.

  • [By Selena Maranjian]

    The biggest new holdings are Seagate Technology�and Warner Chilcott. Other new holdings of interest include Tellabs (NASDAQ: TLAB  ) and Windstream (NASDAQ: WIN  ) . Tellabs offers a satisfying dividend yield of 3.7%, but the networking equipment maker has been facing some headwinds, such as the death of its CEO and the recent departure of its CFO. Its performance has been spotty, besting estimates in its fourth quarter but disappointing them in the recent first quarter.

10 Best Canadian Stocks To Own Right Now: Prestige Brand Holdings Inc.(PBH)

Prestige Brands Holdings, Inc., together with its subsidiaries, engages in marketing, selling, and distributing over-the-counter healthcare and household cleaning products primarily in North America. The company?s Over-The-Counter Healthcare segment offers a portfolio of OTC products under nine core OTC brands, including Chloraseptic sore throat remedies, Clear Eyes eye drops, Compound W wart removers, Dramamine motion sickness products, Efferdent and Effergrip denture products, Little Remedies pediatric healthcare products, Luden's cough drops, PediaCare pediatric healthcare products, and The Doctor?s brand of oral care products. This segment also provides other significant brands that include Dermoplast first-aid products, Murine eye and ear care products, NasalCrom allergy relief product, New-Skin liquid bandage, and Wartner wart removers. Its Household Cleaning segment markets household cleaning products, such as abrasive and non-abrasive tub and tile cleaner, scrubb ing pads and sponges, dilutables, anti-bacterial hard surface spray for counter tops, and glass cleaners under the Comet, Chore Boy, and Spic and Span brands. Prestige Brands Holdings distributes its products through various retail channels, including drug, food, dollar, and club stores, as well as supermarkets and mass merchandisers. The company was founded in 1996 and is headquartered in Irvington, New York.

Advisors' Opinion:
  • [By Eric Volkman]

    Prestige Brands (NYSE: PBH  ) is reaching to the other side of the world for its latest acquisition. The company announced that it has purchased the privately held Care Pharmaceuticals, based in New South Wales, Australia. The terms of the deal were not disclosed, although Prestige Brands did admit that it would be funded by monies drawn from an existing credit facility combined with cash on hand.

  • [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 Prestige Brands Holdings (NYSE: PBH  ) , whose recent revenue and earnings are plotted below.

  • [By Ben Levisohn]

    Castor believes the cash has disappeared into working capital, which has grown from 23% to more than 50% since 2008. Comparable company Prestige�Brand (PBH) uses 11%; Unilever�(UL) and Colgate-Palmolive�(CL) far less.

10 Best Canadian Stocks To Own Right Now: 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 Arjun Sreekumar]

    Most Recently, BP (NYSE: BP  ) ��along with ExxonMobil (NYSE: XOM  ) and ConocoPhillips (NYSE: COP  ) ��said it plans to invest an additional $1 billion in the North Slope of Alaska over the next five years, spurred by a tax reform signed into law in May that makes drilling in the region more attractive to oil companies. �

  • [By Tim McAleenan Jr.]

    For long-term investors of ConocoPhillips (COP) stock, the 2001-2011 stretch was a good decade stretch of time, indeed. The earnings per share for the company's operations grew from $2.90 per share to $8.76 per share, and the dividend grew every year during that time frame from an annual payout of $0.70 in 2001 to $2.64 in 2011 before spinning off Phillips 66 (PSX) to the existing shareholders.

  • [By Seth Jayson]

    ConocoPhillips (NYSE: COP  ) is expected to report Q2 earnings on Aug. 1. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict ConocoPhillips's revenues will shrink -11.2% and EPS will expand 6.6%.

10 Best Canadian Stocks To Own Right Now: Ormat Technologies Inc.(ORA)

Ormat Technologies, Inc., together with its subsidiaries, engages in the geothermal and recovered energy power business in the United States and internationally. The company operates in two segments, Electricity and Product. The Electricity segment develops, builds, owns, and operates geothermal and recovered energy-based power plants; and sells the electricity. The Product segment designs, manufactures, and sells power units for geothermal and recovered energy-based electricity generation; fossil fuel powered turbo-generators; and heavy duty direct-current generators. It also provides services relating to the engineering, procurement, construction, operation, and maintenance of geothermal and recovered energy power plants. This segment serves contractors and geothermal power plant owners and operators; and interstate natural gas pipeline owners and operators, gas processing plant owners and operators, cement plant owners and operators, and companies in other energy-intens ive industrial processes. The company was founded in 1965 and is based in Reno, Nevada. Ormat Technologies, Inc. is a subsidiary of Ormat Industries Ltd.

Advisors' Opinion:
  • [By Amy Thomson]

    AT&T has examined takeover candidates including Vodafone�� assets, U.K. mobile carrier EE -- a venture of Deutsche Telekom AG (DTE) and Orange SA (ORA) -- and parts of Spain�� Telefonica SA (TEF), people familiar with the company�� plans said in June. AT&T is attracted to Europe because of its relatively recent introduction of faster, fourth-generation networks, which have been available for years in the U.S.

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