With shares of Rite Aid (NYSE:RAD) trading around $3, is RAD an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s Movement
Rite Aid is�a retail drugstore chain in the United States that sells�prescription drugs and a range of other general merchandise. Its offerings include prescription drugs,�over-the-counter medications, health and beauty aids, personal care items, cosmetics, household items, beverages, convenience foods, greeting cards, seasonal merchandise and other everyday convenience products, as well as photo processing. General merchandise suppliers make it simpler for the average consumers who wants a quick and efficient shopping experience when looking for convenience items. Prescription drugs and the healthcare field in general is seeing the limelight as there are looming changes imposed by the United States Government. Look for Rite Aid to see rising profits on its steady general merchandise sales and a potential pop from changes in Congress.
5 Best Computer Hardware Stocks To Invest In Right Now: Monmouth Real Estate Investment Corp (MNR)
Monmouth Real Estate Investment Corporation is a company operating as a qualified real estate investment trust (REIT). The Company�� primary business is the ownership of real estate. Its investment focus is to own net leased industrial properties which are leased primarily to investment-grade tenants on long-term leases. In addition, the Company holds a portfolio of REIT securities. It derives its income primarily from real estate rental operations. As of September 30, 2010, the Company had approximately 6,971,000 square feet of property, of which approximately 3,393,000 square feet, or approximately 49%, was leased to Federal Express Corporation (FDX) and subsidiaries (15% to FDX and 34% to FDX subsidiaries) and approximately 388,700 square feet in St Joseph, Missouri, or approximately 6% was leased to Mead Corporation, which subleased the space to Hallmark Cards, Incorporated. In June 2013, Monmouth Real Estate Investment Corp completed the acquisition of a new built to suit 103,402 square foot industrial building. In September 2013, the Company announced the acquisition of a 99,102 square foot industrial building. In October 2013, the Company acquired a 46,260 square foot industrial building located at 2800 North Garnett Road, Tulsa, Oklahoma. In October 2013, the Company announced that the acquisition of a 558,600 square foot industrial building located at 4555 West Highway 146, Oldham County, Buckner, Kentucky. In October 2013, the Company announced the acquisition of a 280,000 square foot industrial building located at 2552 South 98th Street, Edwardsville, KS. In November 2013, Monmouth Real Estate Investment Corporation announced the acquisition of a 114,923 square foot industrial building located at 21200 Spring Plaza Drive, Harris County, Spring, Texas.
During the fiscal year ended September 30, 2010 (fiscal 2010), it purchased four industrial properties totaling approximately 838,000 square feet. As of September 30, 2010, the Company owned 63 rental properties. These propertie! s are located in 25 states: Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. All properties are leased on a net basis except an industrial park in Monaca, Pennsylvania and a shopping center in Somerset, New Jersey. Of the Company�� wholly-owned properties and the shopping center in Somerset, N.J. in which the Company holds a two-thirds interest are managed on behalf of the Company by Cronheim Management Services, Inc. (CMS), a division of David Cronheim Company. During fiscal 2010, the Company�� occupancy rates were 96%.
Advisors' Opinion:- [By Dan Caplinger]
Monmouth Real Estate Investment (NYSE: MNR ) will release its quarterly report on Thursday, and investors have been nervous lately about the real estate investment trust's prospects in a rising interest rate environment. Yet what sets Monmouth apart from both leveraged mortgage REIT Annaly Capital Management (NYSE: NLY ) and traditional industrial REITs is the fact that Monmouth gets about half of its rental revenue from a single customer, FedEx (NYSE: FDX ) . Does that add an unacceptable level of risk to the investment, or is it actually a positive for Monmouth?
- [By Chuck Carnevale]
Monmouth Real Estate Investment Corporation (MNR)
My final REIT example is Monmouth Real Estate Investment Corporation, which I offer as an example for those investors most interested in current income. Although there is not a lot of growth with this particular REIT, their current yield exceeds 6%, and their attractive valuation is what intrigued me most. At first blush, Monmouth Real Estate Investment Corporation appears to be a potential candidate for yield-hungry investors in today�� low interest rate environment. Although I would stop short of calling it a bond alternative, I believe this particular REIT offers more bond like attributes than most other REITs I examined.
Hot Dow Dividend Stocks To Buy For 2014: Evertec Inc (EVTC)
EVERTEC, Inc. (EVERTEC), formerly Carib Latam Holdings, Inc., incorporated on January 26, 1989, is a full service transaction processing business in Latin America and the Caribbean. The Company provides a range of merchant acquiring, payment processing and business process management services across 19 countries in the region. It processes over 1.8 billion transactions annually, and manages the electronic payment network for over 4,100 automated teller machines (ATM) and over 104,000 point-of-sale payment terminals. It is the merchant acquirer in the Caribbean and Central America and in Latin America. The Company owns and operates the ATH network, one of ATM and personal identification number debit networks in Latin America. In addition, it provides a suite of services for core bank processing, cash processing and technology outsourcing. It serves a diversified customer base of financial institutions, merchants, corporations and government agencies with technology solutions.
The Company serves a diversified customer base of financial institutions, merchants, corporations and government agencies with technology solutions that are essential to their operations, enabling them to issue, process and accept transactions securely. The Company�� broad suite of services span the entire transaction processing value chain and include a range of front-end customer facing solutions as well as back-end support services. These include: merchant acquiring services, which enable POS and e-commerce merchants to accept and process electronic methods of payment such as debit, credit, prepaid and electronic benefits transfer (EBT) cards; payment processing services, which enable financial institutions and other issuers to manage, support and facilitate the processing for credit, debit, prepaid, ATM and EBT card programs; and business process management solutions, which provide mission critical technology solutions such as core bank processing, as well as information technology (IT) outsourcing and cash mana! gement services to financial institutions, enterprises and governments. The Company offers its customers end-to-end products and solutions across the transaction processing value chain from a single source across numerous channels and geographic markets.
Merchant Acquiring
Merchant Acquiring business provides services to merchants at over 25,000 locations that allow them to accept electronic methods of payment such as debit, credit, prepaid and EBT cards carrying the ATH, Visa, MasterCard, Discover and American Express brands. Its suite of merchant acquiring services includes, but is not limited to, the underwriting of each merchant�� contract, the deployment of POS devices and other equipment necessary to capture merchant transactions, the processing of transactions at the point-of-sale, the settlement of funds with the participating financial institution, detailed sales reports and customer support. The Company�� Merchant Acquiring business generated 20.4%, of total revenues and 26.6%, of total segment income from operations for the year ended December 31, 2012.
Payment Processing
It provide diversified suite of payment processing products and services to blue chip regional and global corporate customers, government agencies, and financial institutions across Latin American and the Caribbean. These services provide the infrastructure technology necessary to facilitate the processing and routing of payments across the transaction processing value chain. At the point-of-sale, it sell transaction processing technology, similar to the services in its Merchant Acquiring business, to other merchant acquirers to enable them to service their its merchant customers. It also offer terminal driving solutions to merchants, merchant acquirers (including its Merchant Acquiring business) and financial institutions, which provide the technology to securely operate, manage and monitor POS terminals and ATMs. It also sells and rent POS devices to financial insti! tution cu! stomers who seek to deploy them across their own businesses. As of December 31, 2012, the Company provides technology services for over 4,100 ATMs and over 104,000 POS terminals in the region and is continuously certifying new machines and devices to expand this reach. The Company�� Payment Processing business accounted for 27.7%, of total revenues and of total segment income from operations for the year ended December 31, 2012.
Business Solutions
The Company provides its financial institution, corporate and government customers with a full suite of business process management solutions including specifically core bank processing, network hosting and management, IT consulting services, business process outsourcing, item and cash processing, and fulfillment. The Company�� Business Solutions business accounted for 51.9%, of total revenues and 31.3%, of total segment income from operations for the year ended December 31, 2012.
The Company Competes with Vantiv, Inc., First Data Corporation, Global Payment Inc., Elavon, Inc., Sage Payment Solutions, Fidelity National Information Services, Inc., Fiserv, Inc. and Total System Services, Inc.
Advisors' Opinion:- [By Jake L'Ecuyer]
Shares of EVERTEC (NYSE: EVTC) got a boost, shooting up 8.91 percent to $22.99 after the company reported the commencement of offering by selling holders.
Hot Dow Dividend Stocks To Buy For 2014: SandRidge Mississippian Trust I (SDT)
SandRidge Mississippian Trust I (The Trust) is a statutory trust. The Trust was created to acquire and hold the Royalty Interests for the benefit of Trust unitholders. SandRidge conveyed to the Trust the Royalty Interests in specified oil and natural gas properties in the Mississippian formation in Alfalfa, Garfield, Grant, Major and Woods counties in Oklahoma (the Underlying Properties). These Royalty Interests were derived from SandRidge�� interests in a 36 wells and the equivalent of 123 horizontal development wells to be drilled in the Mississippian formation (Trust Development Wells) within an area of mutual interest (AMI), consisting of approximately 49,600 gross acres (42,000 net acres) in the counties where the Underlying Properties are located.
Effective January 1, 2011, the Royalty Interests entitle the Trust to receive 90% of the proceeds from the sale of oil and natural gas production attributable to its net revenue interest in the Initial Wells and 50% of the proceeds from the sale of oil and natural gas production attributable to SandRidge�� net revenue interest in the Trust Development Wells. As of December 31, 2011, the Trust�� properties consisted of Royalty Interests in the Initial Wells, 48 wells (equivalent to approximately 53 Trust Development Wells under the development agreement) and the equivalent of approximately 70 Trust Development Wells to be drilled in the Mississippian formation.
Advisors' Opinion:- [By Matt DiLallo]
The problem here is that SandRidge has been�dependent�on asset sales and its running out of assets to sell. In addition to the Permian sale, SandRidge has now taken three royalty trusts public. One consisting of Permian Basin assets, SandRidge Permian Trust (NYSE: PER ) and two consisting of Mississippian assets, SandRidge Mississippian Trust I (NYSE: SDT ) and SandRidge Mississippian Trust II (NYSE: SDR ) . While SandRidge still owns a portion of each trust, it likely will continue to sell off its ownership stake in each trust as well as other assets it still owns. At some point SandRidge will need to live within its oil and gas cash flows, otherwise, its not worth owning.�
- [By Adam Galas]
As the chart illustrates, SandRidge's other royalty trust,�SandRidge Mississippian Trust I (NYSE: SDT ) , which has already had its final wells drilled, has been experiencing a severe decline in distributions, a result of its massive quarterly production declines of 26%, 21%, and 22% immediately after the last well was drilled.�
- [By Matt DiLallo]
SandRidge Mississippian Trust I (NYSE: SDT ) and Trust II (NYSE: SDR )
These trusts were created by SandRidge Energy (NYSE: SD ) , with the first Mississippian Trust formed in 2010 and the second formed one year later. Both trusts own royalty interests in oil and gas properties targeting the Mississippian formation and have future upside as SandRidge drills wells as part of the areas of mutual interest.
Hot Dow Dividend Stocks To Buy For 2014: China Automotive Systems Inc.(CAAS)
China Automotive Systems, Inc., through its interests in Sino-foreign joint ventures, engages in the manufacture and sale of power steering systems and other component parts for the automotive industry in the People?s Republic of China. It offers a range of steering system parts for passenger automobiles and commercial vehicles. The company provides 4 separate series, 307 models of power steering, including rack and pinion power steering, integral power steering, electronic power steering and manual steering, steering columns, steering oil pumps, and steering hoses. China Automotive Systems, Inc. was founded in 2003 and is headquartered in Jing Zhou City, the People?s Republic of China.
Advisors' Opinion:- [By Richard Schmidt]
We admittedly bought into China Automotive Systems (CAAS) too soon. The stock is still down from our original recommendation price, but the future looks very bright.
- [By Richard Schmidt]
China Automotive Systems (CAAS), which makes auto systems and components, reported record-high net sales for the third quarter. The report excited investors, who bid the stock up about 30% for the month.
Hot Dow Dividend Stocks To Buy For 2014: Flushing Financial Corporation (FFIC)
Flushing Financial Corporation operates as the holding company of Flushing Savings Bank, FSB that provides banking products and services primarily to consumers and businesses. The company?s deposit products include savings accounts, money market accounts, demand accounts, negotiable order of withdrawal accounts, and certificates of deposit. Its loan products portfolio comprises one-to-four family, multi-family residential, and commercial real estate mortgage loans; construction loans, primarily for residential properties; small business administration loans and other small business loans; mortgage loan surrogates, such as mortgage-backed securities; U.S. government securities, corporate fixed-income securities, and other marketable securities; and consumer loans, including overdraft lines of credit. The company also offers Internet banking services through iGObanking.com. As of December 31, 2010, it conducted its business through 16 full-service offices located in the New York City Boroughs of Queens, Brooklyn, and Manhattan, as well as in Nassau County, New York. The company was founded in 1929 and is based in Lake Success, New York.
Advisors' Opinion:- [By Marc Bastow]
Savings and loan holding company Flushing Financial (FFIC) raised its quarterly dividend 15% to 15 cents per share, payable March 28 to shareholders of record as of March 7.
FFIC Dividend Yield: 2.86% - [By Tim Melvin]
I always find it very interesting to see what long-term investors are selling in a given quarter. Kahn Brothers lightened up on many financials that have shot up and now trade above book value. The firm sold out of Flushing Financial (FFIC), TCF Financial (TCB) and Dime Community Bank (DCOM). Khan apparently shares my views on the large-cap drug stocks, easing up on both Pfizer (PFE) and Bristol Meyers (BMY) over the summer. Khan Brothers also sold the last of the Travelers shares (TRV) it has owned since 2008 at more than twice the purchase price.
Hot Dow Dividend Stocks To Buy For 2014: Griffon Corp (GFF)
Griffon Corporation (Griffon), incorporated on December 29, 1970, is a diversified management and holding company that conducts business through wholly owned subsidiaries. Griffon oversees the operations of its subsidiaries and provides direction and assistance to its subsidiaries in connection with acquisition and growth opportunities as well as in connection with divestitures. Griffon conducts its operations through three businesses: Home and Building Products, consists of two companies, Ames True Temper, Inc and Clopay Building Products; Telephonics Corporation, designs, develops, manufactures, sells, and provides logistical support for aircraft intercommunication systems, radar, air traffic management, identification friend or foe equipment, Integrated Homeland Security Systems and custom, mixed-signal, application-specific, integrated circuits, and Clopay Plastic Products produces, develops specialty plastic films and laminates for a variety of hygienic, health care and industrial applications. Effective December 31, 2013, the Company announced that its subsidiary, Ames True Temper acquired Northcote Pottery.
Home and Building Products
HBP consists of two companies, Ames True Temper, Inc (ATT) and Clopay Building Products (CBP). ATT is a global provider of non-powered landscaping products that make work easier for homeowners and professionals. ATT�� brand portfolio includes Ames, True Temper, Ames True Temper, Garant, Hound Dog, Westmix, Dynamic Design and Southern Patio, as well as contractor-oriented brands, including UnionTools, Razor-Back Professional Tools and Jackson Professional Tools. Some of the products include Long Handle Tools, Wheelbarrows, Snow Tools, Planters and Lawn Accessories, Striking Tools, Pruning and Garden Hose and Storag. CBP is a manufacturer and marketer of residential, commercial and industrial garage doors to professional installing dealers and home center retail chains. CBP offers garage doors made primarily from steel, plastic composite ! and wood, and also sells related products, such as garage door openers, manufactured by third parties. The majority of CBP�� sales are for home remodeling and renovation, with the balance for the new residential housing and commercial building markets.
Telephonics Corporation
Telephonics specializes in advanced electronic information and communication systems for defense, aerospace, civil, industrial, and commercial applications for the United States (U.S.) and international markets. Telephonics designs, develops, manufactures, sells, and provides logistical support for aircraft intercommunication systems, radar, air traffic management, identification friend or foe equipment, Integrated Homeland Security Systems and custom, mixed-signal, application-specific, integrated circuits. Telephonics is also a provider of advanced systems engineering services supporting air and missile defense programs, as well as other threat and situational analysis requirements. Telephonics is a supplier of airborne maritime surveillance radar and aircraft intercommunication management systems, the segment�� two product lines. Telephonics is a first-tier supplier to prime contractors in the defense industry, such as Lockheed Martin, Boeing, Northrop Grumman, General Dynamics, MacDonald Dettwiler, Sierra Nevada Corporation and Sikorsky Aircraft, and is at times a prime contractor to the United States Department of Defense and the United States Department of Homeland Security (Homeland Security). On April 22, 2013, Telephonics signed a definitive agreement to form a Joint Venture (JV) with Mahindra & Mahindra Ltd to provide the Indian Ministry of Defense and the Indian Civil sector with radar and surveillance systems, identification friend or foe devices and communication systems.
Clopay Plastic Products
lopay Plastic Products produces and develops specialty plastic films and laminates for a variety of hygienic, healthcare and industrial uses in the United States and cert! ain inter! national markets. Products include thin gauge embossed and printed films, elastomeric films, laminates of film and non-woven fabrics, and perforated films and non-wovens. Plastics have two manufacturing facilities in Germany from which it sells plastic films throughout Europe and the Middle East and Africa.
The Company competes with Fiskars Corporation, Truper Herramientas S.A. de C.U., Suncast Corporation, Colorite Waterworks, Swan and Techniplex.
Advisors' Opinion:- [By CRWE]
Griffon Corporation (NYSE:GFF) will present at Deutsche Bank�� 20th Annual Leveraged Finance Conference to be held at The Phoenician Hotel in Scottsdale, AZ at 8:50 a.m. local time on Wednesday, October 10th.
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