Tuesday, July 22, 2014

5 Best Japanese Stocks For 2014

Asian stocks ended the week almost unchanged as the International Monetary Fund said risks of a slowdown in Chinese growth are increasing while the Federal Reserve allayed concern the U.S. is planning to curb stimulus.

GCL-Poly Energy Holdings Ltd. (3800) surged 13 percent for the week on speculation tariffs on polysilicon shipped to China will cut supplies from the U.S. and South Korea, boosting earnings at the world�� largest maker of materials used in solar panels. Taiwan Semiconductor Manufacturing Co. (2330), the world�� largest contract manufacturer of chips, slumped 11 percent in Taipei after forecasting sales that trailed analyst estimates. Nissan Motor Co., a Japanese carmaker that gets about 80 percent of sales abroad, climbed a third week as the yen weakened against the dollar.

The MSCI Asia Pacific Index ended the week at 134.93, up from 134.88 on July 12, to continue its longest streak of gains since the week ending March 15. Chairman Ben S. Bernanke told a House committee there was no preset course for the U.S. central bank�� asset purchases, tempering speculation the Fed would begin to trim its $85 billion-a-month bond-buying program as early as September.

Top 10 Managed Healthcare Stocks To Own For 2015: Panera Bread Company(PNRA)

Panera Bread Company, together with its subsidiaries, owns, operates, and franchises retail bakery-cafes in the United States and Canada. Its bakery-cafes offer fresh baked goods, sandwiches, soups, salads, custom roasted coffees, and other complementary products, as well as provide catering services. The company also manufactures and supplies dough and other products to company-owned and franchise-operated bakery-cafes. As of March 29, 2011, it owned and franchised 1,467 bakery-cafes under the Panera Bread, Saint Louis Bread Co., and Paradise Bakery & Cafe names. The company was founded in 1981 and is based in St. Louis, Missouri.

Advisors' Opinion:
  • [By Rick Aristotle Munarriz]

    Akio Kon/Bloomberg via Getty Images Companies are always trying to build for the future: Sometimes it works, other times things don't work out quite as planned. From a tech giant having to rebrand a popular service to one of the more notorious IPO duds of last year bouncing back, here's a rundown of this week's best and worst results from the business world. SodaStream (SODA) -- Winner Naysayers have been saying for years that SodaStream's soda-making appliance is a fad, but the Israeli company just keeps on growing, and it came through with better-than-expected results on Wednesday. Revenue rose 29 percent with double-digit growth across its soda makers, carbonator refills, and soda flavors. In other words, the systems are being used. Earnings grew even faster. SodaStream had 7.4 million shares sold short as of July 15 -- a strong measure of the bearish outlook among investors regarding the stock. That represents a whopping 35 percent of SodaStream's 21.4 million fully diluted shares outstanding, though it's down markedly from the nearly 10 million shares that were sold short this time last year. Those bears have been burned by SodaStreams healthy run in recent months. And, further tweaking the skeptics, SodaStream capped off its report by boosting its revenue and profit outlooks for all of 2013. Microsoft (MSFT) -- Loser All of the tech giants have their own Dropbox clone, vying for a slice of the inevitably gargantuan cloud-hosted file storage market. "We aim to make SkyDrive the place for all your documents, notes, photos, videos and other files," Microsoft began in an April press release touting its own solution. Sorry, Microsoft: You're going to have compile a new name. The world's largest software company lost a trademark fight with British Sky Broadcasting over the Sky name. Sensing defeat, Microsoft has decided not to pursue an appeal and BSkyB will give the Windows watcher a reasonable amount of time to rebrand the service. You would think a t

  • [By Steve Symington]

    Meanwhile, same-store sales increased 1.4% at Buffalo Wild Wings' company-owned restaurants and 2.2% at franchised locations. While that still fell short of fast-casual competitor Panera Bread (NASDAQ: PNRA  ) , which posted company-owned same-store sales growth of 3.3%, CEO Sally Smith reminded investors that her company still outpaced the negative same-store sales trend prominent in the casual-dining category as a whole. What's more, remember that in February, B-Wild management had said same-store sales for the first six weeks of Q1 were�down 2.8%, so ending Q1 in positive territory reflected a huge improvement for the chain.

  • [By Alyce Lomax]

    However, maybe a huge part of the problem is continuing momentum toward quick-service restaurants with more upscale images or brands. For just a little more money, consumers can get a quick meal that's a bit healthier or includes fresher, whole ingredients at restaurants such as Chipotle Mexican Grill (NYSE: CMG  ) , Panera Bread (NASDAQ: PNRA  ) , and Noodles & Co. (NASDAQ: NDLS  ) .

  • [By Daniel Sparks]

    Growth investing relies on a simple premise: Find great companies that will outperform over the long haul, outgrowing their premium valuations over time. This, of course, is easier said than done. In the video below, Fool contributor Daniel Sparks discusses a great way to tell the gold from the fool's gold. To illustrate, he takes a look at Whole Foods Market (NASDAQ: WFM  ) and Panera Bread (NASDAQ: PNRA  ) .

5 Best Japanese Stocks For 2014: Ishares Msci Switzerland (EWL)

iShares MSCI Switzerland Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Swiss market, as measured by the MSCI Switzerland Index (the Index). The Index seeks to measure the performance of the Swiss equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.

The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Mark Salzinger]

    iShares MSCI Germany (EWG) and iShares MSCI Switzerland (EWL) continue to have relatively attractive valuations.

    EWG recently sported an average price/earnings (P/E) ratio on 2013's projected earnings of 12.6 and a price/book value (P/B) of just 1.4.

  • [By Carlton Delfeld]

    The iShares Switzerland (EWL) is a wonderful way to gain exposure to a basket of Switzerland's leading multinationals and has an expense ratio of only 0.59%. In addition, while a rising Swiss franc puts pricing pressure on Swiss exporters, a strong Swiss franc supercharges returns for investors in EWL.

5 Best Japanese Stocks For 2014: Greenfield Farms Food Inc (GRAS)

Greenfield Farms Food, Inc., formerly Sweet Spot Games, Inc., is a consumer and wholesale driven producer of grassfed beef. As of March 2, 2011, the Company had product in 55 retail locations, 51 with Lowes Foods Stores throughout North and South Carolina, three retail locations with the Healthy Home Markets in Charlotte, North Carolina and one custom butcher, The Peach Stand located in Ft. Mill, South Carolina. On March 1, 2011, the Company executed a plan of exchange and merger and acquired Greenfield Farms Grassfed Beef, Inc., a North Carolina company. As of March 2, 2011, the Company and its collective group of producers represented over 2,500 acres in pasture under management and approximately 2,000 head of cattle. In November 2013, Greenfield Farms Food Inc acquired Carmela's Pizzeria.

The Company was established as a development-stage company, for developing online, multiplayer gaming applications. In February 2010, the Company abandoned the game development space.

The Company competes with White Oak Pastures (WOP).

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks Greenfield Farms Food Inc (OTCMKTS: GRAS), International Stem Cell Corp (OTCMKTS: ISCO) and Redpoint Bio Corporation (OTCMKTS: RPBC) have all been getting some extra attention lately in various investment newsletters. However, none of these small cap stocks appear to have been the subject or paid promotions or investor relations activities. So does that make any of them good bets for traders and investors alike? Here is a quick look and a reality check:

5 Best Japanese Stocks For 2014: Gafisa SA (GFA)

Gafisa S.A. (Gafisa), incorporated on November 12, 1996, is a diversified national homebuilder serving all demographic segments of the Brazilian market. The Company�� brands include Tenda, which serves the affordable entry-level housing segments, Gafisa, which offers a variety of residential options to the mid to higher income segments and Alphaville, which focuses on the identification, development and sale of residential communities. In addition, it provides construction services to third parties. Gafisa�� core business is the development of residential units in attractive locations. During the year ended December 31, 2009, approximately 55% of the value of its launches was derived from high and mid high-level residential developments under the Gafisa brand. It is also engaged in the development of land subdivisions, also known as residential communities, representing approximately 18% of the value of its launches under the Alphaville brand, and affordable entry-level housing, which represents approximately 27% of the value of its launches under the Tenda brand. In addition, it provides construction services to third parties. Gafisa operates in more than 120 cities, including Sao Paulo, Rio de Janeiro, Salvador, Fortaleza, Natal, Curitiba, Belo Horizonte, Manaus, Porto Alegre and Belem, across 21 states and the Federal District.

Real Estate Activities

The Company�� real estate business includes developments for sale of residential units; land subdivisions (also known as residential communities); commercial buildings; construction services to third parties, and sale of units through its brokerage subsidiaries, Gafisa Vendas and Gafisa Vendas Rio, jointly referred to as Gafisa Vendas. In the residential buildings product category, Gafisa develops three main types of products: luxury buildings targeted at upper-income customers, buildings targeted at middle-income customers; and affordable entry-level housing targeted at lower-income customers. Quality residential buildi! ngs for middle- and upper-income customers are its core products. Luxury buildings units usually have over 180 square meters of private area, at least four bedrooms and three parking spaces. The development includes swimming pools, gyms, visitor parking, and other amenities.

Buildings targeted at middle-income customers have accounted for the majority of its sales. Units usually have between 90 and 180 square meters of private area, three or four bedrooms and two to three underground parking spaces. Buildings are usually developed in large tracts of land as part of multi-building developments and, to a lesser extent, in smaller lots in attractive neighborhoods. Affordable entry-level housing consists of building and house units. Units usually have between 42 to 60 square meters of indoor private area and two to three bedrooms.

Commercial Buildings

During 2009, the Company launched four commercial buildings. These buildings include Centro Empresarial Madureira, Paulista Corporate, Reserva Eco Office Life and Global Offices.

Construction Service

Gafisa provide construction services to third parties, building residential and commercial projects for developers in Brazil. The Company�� principal construction services clients are large companies, many of them developers that do not build their own projects. As of December 31, 2009, its principal construction services clients were Fibra Empreendimentos Imobiliarios S.A., Sisan-Grupo Silvio Santos, Camargo Correa Desenvolvimento Imobiliario S.A., Helbor Empreendimentos Imobiliarios Ltda., InCons S.A., SDI Desenvolvimento Imobiliario Ltda. and Abyara. It also provides construction services on certain developments where it retains an equity interest.

Advisors' Opinion:
  • [By Jon C. Ogg]

    Gafisa S.A. (NYSE: GFA) is a homebuilder in Brazil, supposedly with more than $1 billion in projects for 2014 alone. This ADR trades at $3.05 against a 52-week range of $2.22 to $5.24, and this is down only about 2% so far in 2014.

  • [By Roberto Pedone]

    Gafisa (GFA) is a homebuilder in Brazil. This stock closed up 5% to $3.13 in Tuesday's trading session.

    Tuesday's Range: $2.97-$3.15

    52-Week Range: $2.22-$5.24

    Tuesday's Volume: 1.70 million

    Three-Month Average Volume: 1.77 million

    From a technical perspective, GFA ripped higher here right above some near-term support at $2.80 with decent upside volume. This stock has been uptrending strong for the last month, with shares moving higher from its low of $2.27 to its intraday high of $3.15. During that move, shares of GFA have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of GFA within range of triggering a big breakout trade. That trade will hit if GFA manages to take out Tuesday's high of $3.15 to some past resistance at $3.30 with high volume.

    Traders should now look for long-biased trades in GFA as long as it's trending above support at $2.80 and then once it sustains a move or close above those breakout levels with volume that hits near or above 1.77 million shares. If that breakout triggers soon, then GFA will set up to re-test or possibly take out its next major overhead resistance levels at its 200-day moving average of $3.68 to more resistance at $4.20 to $4.70.

  • [By Eric Volkman]

    Brazilian construction firm Gafisa (NYSE: GFA  ) is not only selling houses these days. The company has signed an agreement to sell a 70% stake in residential community developer Alphaville Urbanismo to funds managed by Blackstone (NYSE: BX  ) and the American company's Brazilian partner firm Patria Investimentos.

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