Yes, it�� time to celebrate. We��e in a historic bull market. GOP conservatives keep fighting the wrong war, against the Obama economy. Meanwhile, the Obama bull market keeps roaring ahead!. And the long term looks even better: Bullish pundits predict stocks will continue climbing into the 2016 presidential election.
Best Net Payout Yield Companies To Watch For 2015: Burlington Stores Inc (BURL)
Burlington Stores, Inc., incorporated on February 13, 2013, is a national off-price retailer of branded apparel, operating 503 stores, inclusive of an Internet store, in 44 states and Puerto Rico. The Company offers its merchandise using an Every Day Low Price (EDLP) model with savings up to 60-70% off department and specialty store regular prices. It provides its customers with a selection of fashionable branded product in women�� ready-to-wear apparel, menswear, youth apparel, baby products, footwear, accessories, home goods and coats. The Company merchandise from over 3,500 vendors, with a focus on nationally-recognized brands. This vendor breadth provides its customers with a treasure hunt experience of searching for great brands at great value.
The Company�� average store size is approximately 80,000 square feet, which is two to three times the size of its off-price competitors��stores. Its larger store size has allowed the Company to offer more categories and substantially more breadth in each product category than its off-price competitors and to establish ourselves as a destination for select categories, including coats, youth and baby, special-occasion dresses and men�� tailored apparel.
Advisors' Opinion:- [By Paul Ausick]
Ross Stores Inc. (NASDAQ: ROST) has said that its more than 1,100 stores will remain closed on Thanksgiving, as has The TJX Companies Inc. (NYSE: TJX), owner of the TJ Maxx, Marshall��, and other retail brands. Another off-price retailer, Burlington Stores Inc. (NYSE: BURL), owner of the Burlington Coat Factory stores, will also remain closed on the holiday.
- [By Sue Chang]
Burlington Stores Inc. (BURL) �is likely to post fourth-quarter earnings of $1.03 a share.
- [By Tom Taulli]
Competition: While TJX attempts to undercut more traditional retailers, it has plenty of competition in the deep-discount game, Ross Stores (ROST), Kohl’s (KSS) and Burlington Stores (BURL). TJX also must contend with big-box operators like Target (TGT). So far, TJX has been able to dig itself a niche and remain fairly differentiated, but it’s fair to point out the danger in slipping — in retail, customers always have plenty of alternatives.
- [By Chris Dieterich]
What about apparel companies and retailers? Morgan Stanley likes companies that target brands that are most popular with “lower-income consumers,” who they deem as most likely to put the money they save into new purchases. Analysts like The Children�� Place (PLCE), Foot Locker (FL), Finish Line (FINL), Brown Shoe (BWS), and Skullcandy (SKUL). The same applies for retailers including Aeropostale (ARO) Burlington Stores (BURL) and Ross Stores (ROST).
Hot Long Term Companies To Watch For 2014: MeetMe Inc (MEET)
MeetMe, Inc. (MeetMe), incorporated on April 17, 2011, is a social network for meeting new people in the United States and the public market for social discovery. MeetMe makes meeting new people fun through social games and apps, monetized by both advertising and virtual currency. The Company has 60% customers coming from mobile. MeetMe is the social gathering place for the mobile generation. The Company operates MeetMe.com and MeetMe apps on iPhone, iPad, and android in English, Spanish and Portuguese.
The Company provides advertising facilities through MeetMe Ads and Social Theater. MeetMe Ads had over two billion page views monthly, over 78 million registered users across the world and approximately 50% of activity on mobile, as of November 17, 2012. Social Theater consists of traditional marketing and social networking.
Advisors' Opinion:- [By James E. Brumley]
I hate to be the one to say I told you so, but, I told you so. Within the past week I suggested both FX Energy, Inc. (NASDAQ:FXEN) and MeetMe Inc. (NYSEMKT:MEET) were on the verge of breakouts, and sure enough, both are making good on that promise today; FXEN is up 5%, and MEET shares are higher by nearly 13%. Granted, the market's bullish tide is helping... a little. But, with both of these stocks outpacing the market's gain today, odds are that we would have seen these breakout moves anyway.
- [By James E. Brumley]
It's not been easy to be a fan of MeetMe Inc. (NYSEMKT:MEET) since July of last year. In fact, sometimes it's been downright painful to keep holding MEET. But, it was also worth it. With today's big move, MeetMe shares have cleared a key hurdle, and they've done so for all the right reasons. Investors who've been cautiously waiting on the sidelines may want start wading in now.
Hot Long Term Companies To Watch For 2014: Grand Canyon Education Inc.(LOPE)
Grand Canyon Education, Inc. provides postsecondary education services in the United States and Canada. It focuses on offering graduate and undergraduate degree programs in education, healthcare, business, and liberal arts disciplines. The company provides its courses through traditional ground campus in Phoenix, Arizona; online; and onsite at the facilities of employers. As of December 31, 2011, it had 43,917 students enrolled in its courses. The company was formerly known as Significant Education, Inc and changed its name to Grand Canyon Education, Inc. in May 2008. Grand Canyon Education, Inc. was founded in 1949 and is based in Phoenix, Arizona.
Advisors' Opinion:- [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 Grand Canyon Education (Nasdaq: LOPE ) , whose recent revenue and earnings are plotted below. - [By Jeremy Bowman]
What: Shares of Grand Canyon Education (NASDAQ: LOPE ) were riding high today, gaining as much as 16% after soaring past estimates in its earnings report.
Hot Long Term Companies To Watch For 2014: Douglas Emmett Inc. (DEI)
Douglas Emmett, Inc., a real estate investment trust, owns and operates office and multifamily properties in California and Hawaii. As of December 31, 2007, the company�s office portfolio consisted of 48 properties and multifamily portfolio consisted of 9 properties. Its properties are located in Brentwood, Olympic Corridor, Century City, Beverly Hills, Santa Monica, Westwood, Sherman Oaks/Encino, Warner Center/Woodland Hills, and Burbank submarkets of Los Angeles County, California, as well as in Honolulu, Hawaii. The company is headquartered in Santa Monica, California.
Advisors' Opinion:- [By Rich Duprey]
Office and multifamily housing operator�Douglas Emmett� (NYSE: DEI ) �announced yesterday�its second-quarter dividend of $0.18 per share, the same rate it's paid for the last two quarters after raising the payout 20% from $0.15 per share.
- [By Marc Bastow]
High-quality office and multi-family real estate investment trust Douglas Emmett (DEI) raised its quarterly dividend 11% to 20 cents per share, payable on Jan. 15 to shareholders of record as of Dec. 30.
DEI Dividend Yield: 3.38% - [By Monica Gerson]
Breaking news
NASDAQ OMX Group (Nasdaq: NDAQ) and Borsa Istanbul A.S. have today concluded a wide-ranging agreement, which includes the delivery of market-leading technologies and advisory services to Borsa Istanbul, and NASDAQ OMX taking an equity stake in Borsa Istanbul. To read the full news, click here. Acacia Research (NASDAQ: ACTG) announced today that its Bolt MRI Technologies LLC subsidiary has entered into an agreement with Fonar Corporation (NASDAQ: FONR). To read the full news, click here. Douglas Emmett, (NYSE: DEI) announced that William Kamer will be retiring from full time service as its Chief Investment Officer effective January 31, 2014. Mr. Kamer will continue to be employed by Douglas Emmett as a Senior Advisor. To read the full news, click here. Acacia Research (NASDAQ: ACTG) announced today that its Brandywine Communications Technologies LLC subsidiary has entered into a settlement and patent license agreement with Alcatel-Lucent USA (NYSE: ALU). To read the full news, click here.Posted-In: Benchmark US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets
Hot Long Term Companies To Watch For 2014: Lancaster Colony Corporation(LANC)
Lancaster Colony Corporation engages in the manufacture and marketing of consumer products focusing primarily on specialty foods for the retail and foodservice markets in the United States. The company operates in two segments, Specialty Foods, and Glassware and Candles. The Specialty Foods segment produces and sells food products, including salad dressings and sauces under the Marzetti, T. Marzetti, Cardini?s, Pfeiffer, and Girard?s brands; fruit glazes, vegetable dips, and fruit dips under T. Marzetti brand; Greek yogurt vegetable dips under the Otria brand; frozen breads under New York BRAND and Mamma Bella brands; frozen Parkerhouse style yeast dinner rolls and sweet rolls, as well as biscuits, under the Sister Schubert?s, Marshall?s, and Mary B?s brands; premium dry egg noodles under the Inn Maid and Amish Kitchen brands; frozen specialty noodles and pastas under the Reames and Aunt Vi?s brands; croutons and related products under the New York BRAND, Texas Toast , Chatham Village, Cardini?s, and T. Marzetti brands; and caviar under the Romanoff brand. This segment markets its products through sales personnel, food brokers, and distributors to retail, club store, foodservice, and industrial markets. The Glassware and Candles segment produces and markets candles, candle accessories, and other home fragrance products in various sizes, forms, and fragrance in retail markets to mass merchants, supermarkets, drug stores, and specialty shops under the Candle-lite brand name. This segment also sells candles, glassware, and various other products to customers in commercial markets, including restaurants, hotels, hospitals, and schools. The company was founded in 1961 and is based in Columbus, Ohio.
Advisors' Opinion:- [By Rich Duprey]
Specialty-foods maker�Lancaster Colony� (NASDAQ: LANC ) �announced yesterday�its second-quarter dividend of $0.40 per share, a 5% increase over the $0.38 per share payout it's made the last two quarters. It marks the 200th consecutive dividend payment it has made putting it in elite company, as only 16 other companies have�increased its regular cash dividend each year for 50 consecutive years.
Hot Long Term Companies To Watch For 2014: SEI Investments Co (SEIC)
SEI Investments Company (SEI), incorporated on November 18, 1968, is a global provider of investment processing, investment management, and investment operations solutions. The Company helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth by providing comprehensive, investment and investment-business solutions. The Company�� business segments include Private Banks , Investment Advisors , Institutional Investors, Investment Managers and Investments in New Businesses.
The Company�� wealth management business solutions include investment processing outsourcing solutions for banks, trust companies, independent wealth advisers, and investment managers; investment management programs for affluent individual investors and for institutional investors, including retirement plan sponsors, and not-for-profit organizations; and investment operations outsourcing solutions for investment management firms, banks and investment companies that sponsor and distribute mutual funds, hedge funds, and alternative investments.
The Company�� Investment processing solutions consist of application and business process outsourcing services, professional services, and transaction-based services. It delivers these solutions to providers of institutional and private client wealth management services, including banks, trust companies, independent wealth advisers, and other financial services firms. It also delivers these solutions, combined with its investment management programs, to investment advisory firms and other financial services firms that provide wealth management services to their advisory clients. The Company�� investment processing solutions are enabled through two platforms, TRUST 3000 and the Global Wealth Platform (GWP).
Investment management programs consists of money market, fixed-income and equity mutual funds and other collective investment products, alternative investment portfolios, and separate! ly managed accounts. The Company serves as the sponsor, administrator and investment advisor for many of these products. It distributes these programs primarily through investment advisory firms, including investment advisors and banks, and directly to institutional or individual investors. Investment operations outsourcing solutions consist of accounting and administration services, and distribution support services. It delivers these solutions to investment management firms that offer traditional and alternative products.
Private Banks
The Private Banks segment delivers a comprehensive outsourcing solution integrating investment processing services, investment management and distribution programs, and business to banks and trust institutions worldwide, independent wealth advisers and other wealth managers located in the United Kingdom, and financial advisors in Canada. The Company owns, maintains and operates the software applications and information processing facilities for all of its investment processing solutions.
Private banks and other trust organizations who utilizes its TRUST 3000 application solution outsource investment processing technology software and computer processing, but retain responsibility for investment operations, client administration, and investment management. These clients operate its TRUST 3000 application remotely while fully supported by its data center using dedicated telecommunications networks.
Investment Advisors
The Investment Advisors segment offers wealth management solutions to registered investment advisors, many of whom are affiliated with or are registered as independent broker-dealers, financial planners, and life insurance agents located throughout the United States. These wealth management solutions include the Company�� investment management programs and back-office investment processing outsourcing services and are usually offered on a bundled basis. Its solutions helps investment ! advisors ! reduce risk, improve quality, and gain operational efficiency to devote more of their resources to servicing their clients and acquiring new clients. Advisors are responsible for the investor relationship which includes creating financial plans, implementing investment strategies and educating and servicing their customers. Advisors may customize portfolios to include separate account managers provided through its programs as well as SEI-sponsored mutual funds.
Institutional Investors
The Institutional Investors segment offers investment management programs and administrative outsourcing solutions for retirement plan sponsors, hospitals, and not-for-profit organizations globally. Clients can outsource their investment management needs and the administration for defined benefit plans, defined contribution plans, endowments, foundations, and other balance sheet assets. The fiduciary management outsourcing program provides a strategic platform integrating the Manager-of-Managers investment process, plan administration services, and consulting services. Plan administration services include trustee, custodial, benefit payment services, record-keeping services, and donor administration. Consulting services include actuarial services, asset liability modeling, and the customization of an asset allocation.
Investment Managers
The Investment Managers segment provides a platform of comprehensive investment operations outsourcing solutions to investment managers globally. This array of front-, middle- and back-office investment processing services integrates industry tools and technology to support a manager's diverse business needs across multiple product types and structures, investment strategies and asset classes. The Company provides outsourcing services including fund and investment accounting, administration, reconciliation, investor servicing and client reporting. It also provides comprehensive solutions to managers focused on alternative investments who ! manage he! dge funds, funds of hedge funds, private equity funds, real estate and infrastructure funds, across registered, partnership and separate account structures domiciled in the United States and overseas.
Investments in New Businesses
The Investments in New Businesses segment represents other business ventures or research and development activities intended to expand its solutions to new or existing markets including ultra-high-net-worth families who reside in the United States. This segment includes the costs associated with business development in the Middle East through its Dubai office and the development of a Internet-based investment management application. The family wealth management solution offers flexible family-office type services through a personalized solution while utilizing the Manager-of-Managers investment process.
The Company competes with Fidelity National Information Services, Inc., SunGard Data Systems Inc., State Street Corporation, Fi-Tek LLC, Charles Schwab & Co., Inc.,Fidelity Investments,Pershing LLC, FNZ UK Ltd., Temenos Group AG, Avaloq, TD Direct Investing (Europe) Ltd.,Russell Investment Group,Franklin Templeton Investments,AssetMark Investment Services Inc., Brinker Capital, EnvestNet Asset Management, Inc., Lockwood Advisors, Inc., Charles Schwab & Co., Inc., Northern Trust Corporation, State Street and BNY Mellon.
Advisors' Opinion:- [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 SEI Investments (Nasdaq: SEIC ) , whose recent revenue and earnings are plotted below. - [By Marc Bastow]
Investment and fund processing and management company SEI Investments (SEIC) raised its semi-annual dividend 10% 22 cents per share, payable on Jan. 10 to shareholders of record as of Dec. 23.
SEIC Dividend Yield: 1.33% - [By ovenerio]
The company has a current ROE of 18.18% which is higher than the industry median and the ones exhibited by Legg Mason (LM) and Invesco (IVZ). In general, analysts consider ROE ratios in the 15-20% range as representing attractive levels for investment. So for investors looking those levels or more, KKR & Co. (KKR), SEI Investments (SEIC) and T. Rowe Price Group Inc. (TROW) could be the option. It is very important to understand this metric before investing and it is important to look at the trend in ROE over time.
Hot Long Term Companies To Watch For 2014: Powershares Dynamic Large Cap Value Portfolio (PWV)
The PowerShares Dynamic Large Cap Value Portfolio is based on the Dynamic Large Cap Value Intellidex Index. The Fund focuses on providing capital appreciation while maintaining consistent and stylistically accurate exposure.
The Style Intellidexes apply a rigorous ten factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. PowerShares Capital Management LLC is the investment advisor to the Fund.
Advisors' Opinion:- [By Jim Lowell]
PowerShares Dynamic Large Cap Value (PWV) seeks investment results that correspond to the price and yield performance of the Dynamic Large Cap Value Intellidex Index, which seeks to provide capital appreciation while maintaining large cap value exposure.
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