Commodity stocks, lagging behind the Standard & Poor�� 500 Index by the most in 15 years, are poised to rally as analysts estimate profits will rise almost twice as fast as the rest of U.S. industry in 2014.
Mining companies and chemical producers in the S&P 500 will increase earnings by 18 percent in 2014, compared with a 11 percent gain for the equity gauge, according to the average of more than 9,000 estimates compiled by Bloomberg. Commodity stocks were the worst-performing S&P 500 group during the first six months of the year, before climbing the most in almost two years last quarter. Raw-materials companies are on track to lag behind the U.S. stock index for a third straight year, the longest stretch since 1998.
Bulls say stocks such as Freeport-McMoRan Copper & Gold Inc., DuPont Co. (DD) and LyondellBasell Industries NV (LYB) will continue to rebound as manufacturing expands in China, Europe and the U.S., spurring the fastest profit growth in three years for raw-material producers. Bears says the gains will be short-lived because the commodities super cycle is over and demand for metals and chemicals isn�� growing fast enough at a time when everything from copper to nickel and corn head into surpluses in the next year.
5 Best Performing Stocks To Invest In Right Now: Boart Longyear Ltd (BLY.AX)
Boart Longyear Limited provides drilling services, drilling equipment, and performance tooling for mining and drilling companies worldwide. The company operates through two divisions, Global Drilling Services and Global Products. The Drilling Services division provides a range of drilling services, including surface and underground coring, multi-purpose, reverse circulation, conventional air/mud rotary, flooded reverse, directional, sonic, and percussive production drilling to mining companies, energy companies, water utilities, environmental and geotechnical engineering firms, government agencies, and other mining services companies. This division provides drilling services for the exploration, development, and production of copper, gold, iron ore, nickel, and other metals and minerals. It conducts drilling services in approximately 40 countries in North America, South America, Asia, the Pacific Rim, Europe, and Africa. The Global Products division designs, manufactures, and sells drilling equipments and tooling. This division offers drilling equipment, drill rods, diamond bits, wireline core extraction systems, reverse circulation pipe and accessories, overburden tooling, pneumatic rock drills, rock drilling rods, and bits for various industries, such as mineral exploration, mining, energy, environmental sampling, and remediation, as well as infrastructure reinforcement and development. It provides mining products in approximately 100 countries. Boart Longyear Limited is headquartered in South Jordan, Utah.
5 Best Performing Stocks To Invest In Right Now: Macdonald Dettwile Com Npv (MDA.TO)
MacDonald, Dettwiler and Associates Ltd. provides information solutions that capture and process vast amounts of data, produce essential information, and help in decision making and operational performance of business and government organizations worldwide. The company offers integrated information solutions, which include land-based information systems and services comprising earth observation ground systems, defense information systems, airborne surveillance systems and services, and transportation management systems. It also provides commercial communications satellites; and space missions that include space-based information systems comprising earth observation, satellite communication, and space exploration missions, as well as offers various mission components and support services. In addition, the company provides space subsystems and robotics, as well as satellite composite structures to the United States market; and geospatial services that deliver information pro ducts and services to organizations that need to monitor and manage changes and activities on the earth in markets, such as national security, defense and intelligence, weather, climate and national resource monitoring, oil and gas, and transportation. Further, it offers aerospace and software engineering for the United States government and commercial sectors; and systems and subsystems for commercial space communications and remote sensing. The company provides its information solutions principally to surveillance and intelligence, and communications sectors, as well as conducts a range of customer funded advanced technology development for various other market sectors. MacDonald, Dettwiler and Associates Ltd. was founded in 1969 and is headquartered in Richmond, Canada.
Top 10 Casino Companies To Invest In Right Now: Fresh Del Monte Produce Inc.(FDP)
Fresh Del Monte Produce Inc., through its subsidiaries, produces, transports, sources, markets, and distributes fresh and fresh-cut fruit and vegetables worldwide. It also offers prepared fruit and vegetables, juices, beverages, snacks, and poultry and meat products. The company provides various fresh-cut fruit products, such as bananas, pineapples, melons, tomatoes, grapes, apples, pears, peaches, plums, nectarines, cherries, citrus, avocados, blueberries, kiwi, strawberries, plantains, mangos, and fruit cocktail; and fresh-cut vegetable products primarily consisting of potatoes, onions, bell peppers, and cucumbers, as well as prepared salads, such as coleslaw and potato salad. In addition, Fresh Del Monte Produce engages in ocean freight; and manufacture of plastics and box products comprising bins, trays, bags, and boxes. It offers fresh produce under the DEL MONTE, UTC, and Rosy brands; and prepared fruits and vegetables, juices, beverages, and snacks under the DEL MON TE, Fruit Express, Just Juice, and Fruitini brands. The company markets and distributes its products to retail stores, food clubs, wholesalers, distributors, and foodservice operators. Fresh Del Monte Produce Inc. was founded in 1886 and is based in George Town, Cayman Islands.
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 Fresh Del Monte Produce (NYSE: FDP ) , whose recent revenue and earnings are plotted below.
5 Best Performing Stocks To Invest In Right Now: Annaly Capital Management Inc (NLY)
Annaly Capital Management, Inc. (Annaly), incorporated on November 25, 1996, owns, manage, and finance a portfolio of real estate related investments, including mortgage pass-through certificates, collateralized mortgage obligations (CMOs), Agency callable debentures, and other securities representing interests in or obligations backed by pools of mortgage loans. The Company's wholly owned subsidiaries offer diversified real estate, asset management and other financial services. The Company's subsidiary, RCap Securities, Inc. (RCap), operates as a broker-dealer. In August 2012, the Company liquidated FIDAC FSI LLC. In December 2012, the Company sold FIDAC Europe Limited.
The Company�� subsidiary Fixed Income Discount Advisory Company (FIDAC) is an investment advisor registered with the Securities & Exchange Commission (SEC), is a fixed-income investment management company specializing in managing fixed income investments in residential mortgage-backed securities, commercial mortgage-backed securities and collateralized debt obligations for various investment vehicles and separate accounts. FIDAC is engaged in managing and structuring debt financing associated with various asset classes and as a liquidation agent of collateralized debt obligations. As of December 31, 2012, FIDAC was the adviser or sub-adviser for real estate investment trust (REITs )and other investment vehicles. Merganser Capital Management, Inc. (Merganser) is an investment advisor, registered with the SEC, engaged in a range of fixed income strategies and focuses on managing each portfolio based on each client�� specific investment principles. Merganser serves a group of clients in a range of disciplines globally, including pension, public, operating, Taft-Hartley and endowment funds, as well contribution plans. RCap Securities, Inc. (RCap) operates as a broker-dealer and is a member in the Financial Industry Regulatory Authority (FINRA).
Through the Company�� subsidiary Shannon Funding LLC (Shannon),! it provides warehouse financing to residential mortgage originators in the United States. It also owns an additional subsidiary, which owns trading securities. Under the Company�� investment policy, at least 75% of its total assets consisted of mortgage-backed securities and short-term investments. The remainder of its assets, consisting not more than 25% of its total assets, may consist of other qualified REIT real estate assets. As of December 31, 2012, all of the mortgage-backed securities, which it has acquired, have been backed by single-family residential mortgage loans. The Company also invests in Agency debentures, which consist of debentures issued by the Federal Home Loan Bank (FHLB), Freddie Mac and Fannie Mae.
Advisors' Opinion:- [By Dan Caplinger]
But those fears continued to expand in the second quarter, and the bond market finally made significant moves that hurt bond prices and sent yields soaring. In response, many mortgage REITs expanded their purview to go beyond their traditional agency-backed securities. Annaly Capital (NYSE: NLY ) , for instance, started adding securities backed by commercial mortgages, while Armour Residential (NYSE: ARR ) set the stage for a shift by changing its charter to allow non-agency purchases. But because American Capital Agency has a sister REIT, American Capital Mortgage (NASDAQ: MTGE ) , that has a broader scope, CIO Gary Kain plans to keep American Capital Agency's investing strategy true to its name by staying focused on agency-backed bonds.
- [By Jonas Elmerraji]
There's no two ways about it: Annaly Capital Management (NLY) has gotten rocked this year. As I write, the $10 billion mortgage REIT is underperforming the S&P by 48% since the beginning of January. That's a pretty painful shortfall for investors -- but NLY could be near a turnaround right now.
That's because NLY is currently forming a double bottom pattern, a bullish reversal setup that's formed by two lows that bottom out around the same price level. They're separated by a breakout level to the upside at $12.25 -- a move through that price is our buy signal on this stock. As I write, NLY is still very close to the number-two bottom that it made just a few sessions ago, so while it's bullish that shares hit the brakes at their old support level, it's early to start getting too aggressive with this trade.
A move through $12.25 would be a pretty major trend reversal in NLY, but it's still a little while away. Still, the sheer underperformance at NLY means that it could try to play catch-up quickly. Put this trade in your watch list.
- [By Dan Caplinger]
Another tax-law provision gives favorable tax status to real-estate investment trusts. REITs make investments in real estate-related assets, and they're required to pay out almost all their income to their shareholders annually. Simon Property Group (SPG) is one of the biggest REITs, focusing on shopping malls and paying a 3 percent yield. But other specialty areas of the REIT universe pay much higher dividends, with REITs like Annaly Capital (NLY) that invest in mortgage-backed securities topping the list with double-digit percentage yields.
- [By John Maxfield]
I've been meaning to write about this for some time, but have put it off because, frankly, I feel slightly sullied every time I write about Annaly Capital Management (NYSE: NLY ) . Of all the companies that I follow, I believe it to be the least honest and forthcoming with shareholders. And lest there be any doubt about this, its decision to "externalize" its management team, taken at last month's annual shareholder meeting, confirms this opinion.
5 Best Performing Stocks To Invest In Right Now: Altair Nanotechnologies Inc.(ALTI)
Altair Nanotechnologies Inc. develops, manufactures, and sells nano-structured lithium titanate spinel, battery cells, battery packs, and multi-megawatt battery systems, as well as provides related design, installation, and test services in the United States and internationally. The company also provides contract research services to develop intellectual property and/or new products and technology. It markets its energy storage solutions to power companies and electric grid operators; and batteries to electric and hybrid-electric bus manufacturers, and other industrial markets. The company was formerly known as Altair International Inc. and changed its name to Altair Nanotechnologies Inc. in July 2002. Altair Nanotechnologies Inc. was founded in 1973 and is headquartered in Reno, Nevada. Altair Nanotechnologies, Inc. operates as a subsidiary of Canon Investment Holdings Limited.
Advisors' Opinion:- [By Bryan Murphy]
Anybody who was lucky enough to be in an Altair Nanotechnologies Inc. (NASDAQ:ALTI) position anytime before October 11th, then congratulations - you're now up anywhere between 38% and 157%, depending on when you stepped in. Now get out. Instead, use that capital to step into an Amarin Corporation plc (NASDAQ:AMRN) position, which took a 20% hit on Friday. The rally from ALTI looks like it's ready to unravel, while the implosion from AMRN looks ripe for a reversal too.
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