Sunday, June 15, 2014

Top Long Term Stocks For 2015

Global equity markets shrugged off concerns abou t central bank tapering and continued to gain momentum in the fourth quarter, capping off another excellent year for equity returns. Despite carrying cash reserves that ranged from approximately 10. 9% to as much as 20.3%, a ll four of the Tweedy, Browne Funds finished the quarter and year on a str ong note, producing annual returns between 18.77% and 22.68%.

As we write, the S&P 500 and the MSCI World Index are near or at all-time highs; the cyclically adjusted Shiller P/E is at 26X earnings versus 15. 9X earnings for its long term median; global IPO markets are heating up; corporate lending standards are once again deteriorating (covenant-lite loans are back); and many of the stocks we own and follow ar e now trading at or near our estimates of intrinsic value. That said, we are comfortable with our port folios' current holdings, and continue to search the globe for individual securities that fit our demand ing criteria. While bargain hunting is currently challenging, we remain confident that our patience will be rewarded.�

Top Long Term Stocks For 2015: Isle of Capri Casinos Inc.(ISLE)

Isle of Capri Casinos, Inc., together with its subsidiaries, develops, owns, and operates gaming facilities and lodging and entertainment facilities in the United States. It owns and operates 14 casino gaming facilities located in Black Hawk, Colorado; Lake Charles, Louisiana; Lula, Biloxi, Natchez, and Vicksburg, Mississippi; Kansas City, Caruthersville, and Boonville, Missouri; Bettendorf, Davenport, Waterloo, and Marquette, Iowa; and Pompano Beach, Florida. The company?s properties feature approximately 15,000 slot machines; 370 table games, including 110 poker tables; 3,000 hotel rooms; and 40 restaurants. It also operates a harness racing track at its casino in Florida. Isle of Capri Casinos, Inc. was formerly known as Casino America, Inc. and changed its name to Isle of Capri Casinos, Inc. in October 1998. The company was founded in 1990 and is based in St Louis, Missouri.

Advisors' Opinion:
  • [By Paul Ausick]

    The REIT is expected to spend as much as $500 million in acquisitions in 2014, according to Barron��, and some potential acquisition targets include Isle of Capri Casinos Inc. (NASDAQ: ISLE) which has a market cap of around $323 million or Dover Downs Gaming & Entertainment Inc. (NYSE: DDE) with a market cap of around $47 million.

Top Long Term Stocks For 2015: SVB Financial Group(SIVB)

SVB Financial Group, a diversified financial services company, provides various banking and financial products and services. The company offers deposit products, such as traditional deposit and checking accounts, certificates of deposit, money market accounts, and sweep accounts, as well as lockbox and merchant services; and lending products and services, including traditional term loans, equipment loans, asset-based loans, revolving lines of credit, accounts-receivable-based lines of credits, capital call lines of credits, and credit cards. It also provides cash management products and services comprising wire transfer and automated clearing house payment services, collection services, disbursement services, electronic funds transfers, and online banking services. In addition, the company offers foreign exchange services; letters of credit, including export, import, and standby letters of credit; investment services and solutions; brokerage; asset management; investment a dvisory services, such as outsourced treasury services; and non-banking products and services, such as funds management, venture capital/private equity investment, and equity valuation services. Further, it provides private banking services comprising mortgages, home equity lines of credit, restricted stock purchase loans, and other secured and unsecured lending services. As of March 09, 2012, the company operated 26 offices in the United States and 7 offices internationally. It serves customers in the technology, venture capital/private equity, life science, wine, and clean tech industries. The company was founded in 1982 and is headquartered in Santa Clara, California.

Advisors' Opinion:
  • [By Will Ashworth]

    While airlines have their ups and downs, Copa is about the best I can think of to weather the storm.

    Best Stocks #4 (Midcap): SVB Financial (SIVB)

    I never would have thought one of my picks for the next 20 years would be a bank — let alone one that focuses on entrepreneurs — but here I am.

  • [By John Maxfield]

    Given that you clicked on this article, it seems safe to assume you either own stock in SVB Financial (NASDAQ: SIVB  ) or are considering buying shares in the near future. If so, then you've come to the right place. The table below reveals the nine most critical numbers that investors need to know about SVB Financial stock before deciding whether to buy, sell, or hold it.

  • [By Lisa Levin] Related ZU Benzinga's Top #PreMarket Losers Stocks Hitting 52-Week Lows Zulily Falls 30% on Earnings (Fox Business) Related SIVB SVB Financial Plans New Stock Offering - Analyst Blog Why SVB Financial (SIVB) Could Beat Earnings Estimates Again - Tale of the Tape

    zulily (NASDAQ: ZU) shares moved up 9.65% to $35.10. The volume of zulily shares traded was 1005% higher than normal. Zulily's trailing-twelve-month revenue is $806.58 million.

Top 5 Penny Companies To Buy Right Now: Enanta Pharmaceuticals Inc (ENTA)

Enanta Pharmaceuticals, Inc., incorporated on July 25, 1995, is a research and development-focused biotechnology company. The Company uses its chemistry-driven approach and drug discovery capabilities to create small molecule drugs in the infectious disease field. The Company is discovering and developing novel inhibitors designed for use against the hepatitis C virus (HCV). These inhibitors include members of the direct acting antiviral (DAA) inhibitor classes-protease (partnered with AbbVie, the former research-based pharmaceutical business of Abbott Laboratories), NS5A (partnered with Novartis) and nucleotide polymerase, as well as a host targeted antiviral (HTA) inhibitor class targeted against cyclophilin. ABT-450, discovered through its collaboration with AbbVie, is a protease inhibitor that has demonstrated in vitro potency against known resistant HCV mutants.

In Phase I studies, ABT-450 co-administered with ritonavir, a commonly used boosting agent to increase the blood concentrations of many protease inhibitors, was shown to be safe and well tolerated. Co-administration of ABT-450 with ritonavir, which it refers to together as ABT-450/r, has enabled once-daily dosing of ABT-450. Phase II studies have demonstrated the efficacy of ABT-450/r in patients with chronic HCV, and other interferon-free Phase II studies of ABT-450-containing regimens continue. AbbVie is developing a next-generation protease inhibitor discovered within the Enanta-AbbVie collaboration. EDP-239 is the NS5A inhibitor discovered by the Company. The Company also has a program to develop nucleotide inhibitors to HCV NS5B polymerase, which is another DAA mechanism considered to have a barrier to resistance. The Company�� Bicyclolide antibiotic product candidate is EDP-788, which it is developing for use as an intravenous drug in the hospital setting and for oral dosing in the home setting. EDP-788 is a prodrug, which means that it is inactive until it is converted in the body into an active compound. EDP-788 is! a water-soluble molecule which, when administered in preclinical models, is cleanly and rapidly converted into the active compound.

Advisors' Opinion:
  • [By George Budwell]

    Normally, such strong efficacy results would be hailed as a major achievement. However, these results are actually less impressive than those by competing drug's developed by AbbVie (NYSE: ABBV  ) , Enanta Pharmaceuticals (NASDAQ: ENTA  ) and Gilead. Bristol-Myers' therapy also has a treatment duration double that of Gilead's drug Sovaldi for genotype 1 patients. So, while these results are impressive in their own right, the therapy's commercial prospects may be limited due to the presence of superior competitors in the market.�

  • [By James Fink]

    And lastly I'll go into healthcare, which is kind of a growth cyclical type name. It's partially defensive, partially growth. I think the more growth-oriented section of healthcare would be biotech, and right now, a very promising biotech stock is Enanta Pharmaceuticals. That's a NASDAQ stock; ticker symbol (ENTA).

  • [By Sean Williams]

    The next big thing in treating hepatitis-C
    The other currently experimental therapy very likely to make it onto the FDA's desk before the midpoint of 2014 is AbbVie's (NYSE: ABBV  ) direct-acting antiviral combo drug. In similar fashion to Sovaldi, this DAA-combo therapy, which includes ABT-450 from Enanta Pharmaceuticals (NASDAQ: ENTA  ) , is running six confirmatory late-stage trials on various genotypes. There are, however, two primary differences between AbbVie's DAA-combo therapy and Sovaldi.

Top Long Term Stocks For 2015: Silver Spruce Resources Inc (SSE)

Silver Spruce Resources Inc. is a junior exploration company. The Company�� operations consist of the exploration for precious and base minerals with a focus on uranium, mainly in the Central Mineral Belt of Labrador, which include Popes Hill, the Popes Hill JV with Great Western Minerals Group, and the MRT, RWM and Straits properties. The Company�� projects include Double Mer Property, Mount Benedict Property, Big Easy Property, MRT Property, Pope�� Hill area, Red Wine Mountains and Straits Property. The Snegamook Lake property is located just to the southeast of Snegamook Lake in central Labrador, in the western part of the Central Mineral Belt (CMB), consists of 86 claims. The Fishhawk lake is located to the southeast of Snegamook Lake in central Labrador, in the western part of the CMB, consists of 164 claims. On August 22, 2012, the Company purchased a uranium exploration property in the CMB of Labrador from Virginia Energy Resources Inc. Advisors' Opinion:
  • [By Namitha Jagadeesh]

    SSE Plc (SSE) slid 5.8 percent to 1,489 pence as Citigroup said in a note that the supplier of gas and electricity would suffer the most from price caps or other forms of government intervention because it gets 97 percent of revenue from the U.K.

Top Long Term Stocks For 2015: POSCO(PKX)

POSCO engages in the manufacture and sale of steel products in South Korea and internationally. The company offers hot rolled steel for general structures, gas cylinders, hull structures, automobile structural uses, and machine structures; atmospheric corrosion resistant steel; steel for casting and tubing of oilwell pipes; steel for line pipes; and general machine structural steel, alloy steel, and steel for tools and machine parts, as well as steel for ships. It also provides cold rolled, galvanized, electrical, and stainless steel products, as well as titanium products. In addition, it involves in various activities, including engineering and construction, steel work maintenance and machinery installation, computer hardware and software distribution, economic research and consulting, rare and special metals manufacturing, rental houses construction and management, energy and resource development, architecture and consulting, electronic commerce, refractories manufacturi ng and sales, transporting and warehousing, and electricity generation. Further, the company engages in components manufacturing and sales, ferromanganese manufacturing, financial investment, LED lightning, coal trading, mine development, finance, iron ore mining and trading, harbor loading and unloading, spinning and weaving, and paper and cement manufacturing businesses; operates athletic facilities and a distribution center; and invests in venture companies and biotech ventures. POSCO was founded in 1968 and is based in Seoul, South Korea.

Advisors' Opinion:
  • [By Jeff Reeves]

    Other options include Korean steel giant Posco (PKX), though admittedly this is much more of a global player and subject to commodity trends instead of South Korean growth.

  • [By Jake Maxwell Watts]

    Markets in Korea were higher for the seventh straight session, after a break for Christmas. The Kospi (KR:SEU) �was up 0.1%, near its highest levels in over three weeks. Index heavyweights Samsung Electronics Co. (KR:005930) � (SSNLF) �lost 0.1%, while steel producer Posco (KR:005490) � (PKX) �and auto manufacturer Kia Motors Co. (KR:000270) � (KIMTF) �gained 1.1% and lost 0.2%, respectively.

Top Long Term Stocks For 2015: Nevsun Resources Ltd (NSU)

Nevsun Resources Ltd. is a Canadian mineral resource company. The Company, through its subsidiaries is engaged in the acquisition, exploration, development, and production of mineral properties. Its primary operating asset is the Bisha Mine located on the Bisha Property with gold, silver and base metal (copper and zinc) mineral resources and mineral reserves. In addition, the Company owns the Mogoraib exploration license containing 97.4 square kilometers of area located 16 kilometers southwest of the Bisha Mine, and a mining licence for the Harena deposit, located approximately 9 kilometers south of the Bisha Mine. The Bisha Mine is owned by BMSC, the voting securities of which are held 60% by the Company and 40% by ENAMCO. During the year ended December 31, 2012, diamond drilling programs were undertaken across Bisha Main, Bisha Hangingwall (HW) Copper, Harena and the Northwest (NW) Zone, for a total of approximately 115 holes and 19,432 meters. Advisors' Opinion:
  • [By Rich Smith]

    In a terse, 101-word announcement, Vancouver-based and Eritrea-operating gold-mining company Nevsun Resources (NYSEMKT: NSU  ) announced the departure of its CFO on Wednesday.

Top Long Term Stocks For 2015: Deutsche Bank AG (LBND)

Deutsche Bank AG is a global investment bank. The Company offers a variety of investment, financial and related products and services to private individuals, corporate entities and institutional clients around the world. The Company operates through such divisions as: Private and Business Clients, Asset and Wealth Management, Corporate Banking and Securities, Global Transaction Banking and Non-Core Operations Unit. Deutsche Bank AG is active domestically and in various countries, through the network of numerous branches. In February 2014, the Company and its related bodies corporate ceases to a share holder in the capital of the Company. Advisors' Opinion:
  • [By Donald van Deventer]

    Long-duration Treasury Exchange-Traded Funds: (TLH), , (IEF), (DTYL), (DLBL), (ILTB), (TENZ), (ITE), (TLO), (EDV), (VGIT), (VGLT), (TMF), (TYD), (LBND), (UBT), (UST), (TMV), (TYO), (DSTJ), (DSXJ), (SBND), (PST), (DTYS), (DLBS), (TBF), (TTT), (TYNS), (TYBS), (TBX).

Top Long Term Stocks For 2015: Build-A-Bear Workshop Inc. (BBW)

Build-A-Bear Workshop, Inc. operates as a specialty retailer of plush animals and related products. The company�s merchandise comprises various styles of animals to be stuffed; clothing, shoes, and accessories for the stuffed animals; and other brand appropriate toy and accessory items. It also licenses its Build-A-Bear Workshop brand to third parties to manufacture and sell merchandise to other retailers. As of January 31, 2013, the company operated approximately 400 Build-A-Bear Workshop stores worldwide, including the company-owned stores in the United States, Puerto Rico, Canada, the United Kingdom, and Ireland, as well as franchised stores in Europe, Asia, Australia, Africa, the Middle East, Mexico, and South America. The company also sells its products through a Web store. Build-A-Bear Workshop, Inc. was founded in 1997 and is headquartered in St. Louis, Missouri.

Advisors' Opinion:
  • [By Tabitha Jean Naylor]

    Build-A-Bear Workshop (NYSE: BBW).��Unlike traditional toy manufacturers that make toys and games and distribute them to retailers, Build-A-Bear has flipped the toy-making concept on its ear. The idea of making a stuffed animal from scratch has taken the toy market by storm, and has carved out a nice little niche market for the company.

Top Long Term Stocks For 2015: Pepsico Inc.(PEP)

PepsiCo, Inc. engages in the manufacture, marketing, and sale of foods, snacks, and carbonated and non-carbonated beverages worldwide. The company operates in four divisions: PepsiCo Americas Foods (PAF); PepsiCo Americas Beverages (PAB); PepsiCo Europe; and PepsiCo Asia, Middle East, and Africa (AMEA). The PAF division offers Lay?s and Ruffles potato chips, Doritos and Tostitos tortilla chips and dips, Cheetos cheese flavored snacks, Fritos corn chips, Quaker Chewy granola bars, and SunChips multigrain snacks in North America; Quaker oatmeal, Aunt Jemima mixes and syrups, Cap?n Crunch cereal, Quaker grits, and Life cereal, as well as Rice-A-Roni, Pasta Roni, and Near East side dishes in North America; and various snack foods under Doritos, Marias Gamesa, Cheetos, Ruffles, Emperador, Saladitas, Sabritas, and Lay?s brands in Latin America. The PAB division provides carbonated soft drinks, beverage concentrates, fountain syrups, and finished goods under Pepsi, Mountain Dew, Gatorade, 7UP, Tropicana Pure Premium, Electropura, Sierra Mist, Epura, and Mirinda brands; ready-to-drink tea, coffee, and water products through joint ventures with Unilever and Starbucks; and sells concentrate to authorized bottlers, and branded finished goods directly to independent distributors and retailers. This division also manufactures third-party brands, such as Dr Pepper, Crush, Rock Star, and Muscle Milk. The PepsiCo Europe division offers Frito Lay Snacks, Pepsi-Cola beverages, Gatorade sports drinks, Tropicana juices, and Quaker foods in Europe. The AMEA division provides snack food under the Lay?s, Kurkure, Chipsy, Doritos, Smith?s, Cheetos, Red Rock Deli, and Ruffles brands; Quaker-brand cereals and snacks; and beverage concentrates, fountain syrups, and finished goods under the Pepsi, Mirinda, 7UP, and Mountain Dew brands. PepsiCo, Inc. was founded in 1898 and is headquartered in Purchase, New York.

Advisors' Opinion:
  • [By Anh HOANG]

    PepsiCo (NYSE: PEP  ) and Coca-Cola (NYSE: KO  ) have been in a cola war for many years. While PepsiCo targets younger generations of soda drinkers, Coca-Cola's tends to control the older demographics. Coca-Cola has always stayed ahead in the soft drink battle, and it now has more than 40% market share in the carbonated soft drink market. PepsiCo ranks second with only 28% market share. However, PepsiCo has fought�back aggressively, especially in the restaurant chain market. For instance, PepsiCo has recently�replaced Coca-Cola as the beverage supplier of fast-growing restaurant chain�Buffalo Wild Wings (NASDAQ: BWLD  ) .

  • [By Dividend Mantra] boosted its quarterly dividend from $0.5675 per share to $0.655. This amounts to a 15.4% raise for shareholders, which is fantastic. Pepsi now has 42 years of dividend growth under its belt, and with a healthy payout ratio of 61.5% there should be plenty of dividend raises in the future. Shares now yield 3.29%, which is rather attractive in this market from a high quality company like Pepsi. The company also announced plans to increase its share buyback program to nearly $5 billion in 2014. Overall, not much to dislike here from Pepsi. I continue to view this company as a core holding for me.

    Digital Realty Trust, Inc. (DLR) recently gave shareholders a raise on the order of 6.4%, with a new quarterly dividend payout of $0.83 per share over the old rate of $0.78. This is a rather stout raise considering that DLR shares now yield 6.2% based on the new payout. I purchased shares in DLR as it continued to slide last year, reaching new low after new low. But I was confident in the REIT back then, and I remain so now. This is now 10 years of consecutive dividend growth for the trust, and I see no real reason this won't continue for the foreseeable future. However, as a tech play on demand for cloud computing I'd like for my position in DLR to remain relatively small.

    Stryker Corporation (SYK) increased its quarterly per share dividend by 15.1%, now paying out $0.3050. This represents an increase of $0.04 over the old dividend of $0.2650. Another very solid increase here, and SYK has increased its dividend for 21 consecutive years. The yield on the new payout is 1.47%. I've never taken a good look at Stryker because its yield is usually too low for me to consider it as a potential investment based on my income requirements, but the company continues to reward shareholders very well and I do quite like the business model of medical equipment. This is definitely a company I'd like to take a look at.

    Cisco Systems, Inc. (CSCO) upped its quarterly dividend

  • [By Sean Williams]

    Foreign currency translation isn't the only concern. Competition among snack-food companies is increasing by leaps and bounds outside the United States ��so much so that activist investor Nelson Peltz, the head of Trian Fund Management, suggested that PepsiCo (NYSE: PEP  ) purchase Mondelez and spin off its beverage operations. The idea would make a lot of sense given the increased levels of competition between the two companies, but PepsiCo doesn't appear keen on the idea.�

  • [By Pendulum]

    Best In Class Food Companies:

    Coca-Cola (KO)Pepsico (PEP)Mondelez (MDLZ)Kraft Foods (KRFT)General Mills (GIS)Kellogg (K)ConAgra Foods (CAG)Hershey (HSY)J.M. Smucker (SJM)McCormick (MKC)Dean Foods (DF)

    A few comments about this analysis:

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