Friday, August 29, 2014

Hot Defensive Companies To Own In Right Now

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Welcome to the Stock of the Day.

Hot Regional Bank Stocks To Own For 2015: Realty Income Corp (O&P)

Realty Income Corporation (Realty Income) is an equity real estate investment trust (REIT). The Company is engaged in acquiring and owning freestanding retail and other properties that generate rental revenue under long-term lease agreements (primarily 10 to 20 years). The Company has in-house acquisition, leasing, legal, credit research, real estate research, portfolio management and capital markets. At December 31, 2011, it owned a diversified portfolio of 2,634 properties with an occupancy rate of 96.7%, or 2,547 properties leased and only 87 properties available for lease. It leased properties to 136 different retail and other commercial enterprises doing business in 38 separate industries. It properties are located in 49 states, with over 27.3 million square feet of leasable space, and with an average leasable space per property of approximately 10,400 square feet. Crest Net Lease, Inc., (Crest) is its wholly owned taxable REIT subsidiary. In January 2013, it acquired American Realty Capital Trust.

During the year ended December 31, 2011, the Company invested in 164 new properties, and properties under development, with an initial weighted average contractual lease rate of 7.8%. These 164 new properties, and properties under development, are located in 26 states, contain over 6.2 million leasable square feet, and are 100% leased with an average lease term of 13.4 years. During 2011, 89 properties with expiring leases were leased to either existing or new tenants. Of the 2,634 properties in the portfolio, 2,619, or 99.4%, are single-tenant properties, and the remaining 15 are multi-tenant properties. At December 31, 2011, of the 2,619 single-tenant properties, 2,533 were leased with a weighted average remaining lease term (excluding rights to extend a lease at the option of the tenant) of approximately 11.3 years. The Company typically acquire properties under long-term leases with regional and national retailers and other commercial enterprises. Its net-lease agreements are for initi! al terms of 10 to 20 years.

In January 2012, Friendly Ice Cream Corporation (Friendly��), one of its tenants, announced that it was emerging from voluntary reorganization under Chapter 11 of the United States Bankruptcy Code (which they had filed for in October 2011). Pursuant to the bankruptcy proceedings, Friendly�� accepted 102 of their 121 leases with the Company. Friendly�� rejected 19 leases with the Company. Additionally, in January 2012, Buffets Holding, Inc., or Buffets, another one of its tenants, filed for voluntary reorganization under Chapter 11 of the United States Bankruptcy Code. As of December 31, 2011, Buffets leased 86 properties from the Company. Buffets rejected the leases on seven of its 86 properties.

Advisors' Opinion:
  • [By apolloportfolio]

    Hanger, Inc. provides orthotic and prosthetic (O&P) patient care services, distributes O&P devices and components, manages O&P networks and offers therapeutic solutions in the United States. It operates in two segments:�Patient Care (83% of sales) and Products & Services (17% of sales). HGR has a history dating back to 150 years ago. A history timeline from the company website can give more details about how HGR evolves over time.

Hot Defensive Companies To Own In Right Now: Glacier Media Inc (GLMFF.PK)

Glacier Media Inc. (Glacier) is an information communications company focused on the provision of information and related services through print and digital media. Glacier has two segments: the newspaper and trade information markets and the business and professional information markets. The operations in the newspaper and trade information group include the Western Producer Publications and Farm Business Communications agricultural information group, Business In Vancouver Media Group, the JuneWarren-Nickle�� Energy Group, the Business Information Group, and the Glacier Newspaper Group. Its operations in the business and professional information group include Specialty Technical Publishers, CD-Pharma, Eco Log and a joint venture interest in Fundata. In November 2011, the Company acquired a 50% interest in InfoMine Inc. In November 2011, the Company acquired Canada�� Outdoor Shows Limited. In December 2011, it acquired Postmedia Network Inc.'s community newspapers in British Columbia. Advisors' Opinion:
  • [By Mike Arnold]

    Shares of Glacier Media (GLMFF.PK)(GVC.TO) ("Glacier" or "the company") are cold product in this market of stocks, trading at decade lows after a summer sell-off. Famed value investor Walter Schloss preferred buying stocks not at 52-week lows, but at multi-year lows. If Mr. Schloss were here with us today, I suspect he'd be taking a look at Glacier shares.

Hot Defensive Companies To Own In Right Now: Oceaneering International Inc.(OII)

Oceaneering International, Inc., together with its subsidiaries, provides engineered products and services primarily to the offshore oil and gas industry with a focus on deepwater applications. The company?s Remotely Operated Vehicles segment provides submersible vehicles operated from the surface to support offshore oil and gas exploration, production, and construction activities. Its Subsea Products segment supplies various built-to-order specialty subsea hardware products. The company?s Subsea Projects segment provides multiservice vessels, oilfield diving, and support vessel operations, which are used primarily in inspection, repair, and maintenance and installation activities; and mobile offshore production systems. Its Inspection segment offers customers with a range of third-party inspection services to satisfy contractual structural specifications, internal safety standards, and regulatory requirements. The company?s Advanced Technologies segment offers project management, and engineering services and equipment for applications in non-oilfield markets. Oceaneering International, Inc. also serves defense and aerospace industries. It operates primarily in west Africa, Norway, the United Kingdom, Asia, Australia, Brazil, and the United States. The company was founded in 1965 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Chris Hill]

    Gold continues its decline. Citigroup (NYSE: C  ) gets a boost from its investment banking business. Netflix� (NASDAQ: NFLX  ) gets a boost from analyst upgrades. And Oceaneering International (NYSE: OII  ) slips on falling oil prices. In this installment of Investor Beat, our analysts discuss four stocks making moves.

  • [By Taylor Muckerman and Joel South]

    Oceaneering International (NYSE: OII  ) is a pure play on the deepwater space with its remotely operated vehicles and other subsea equipment. Both it and its similarly priced peer, FMC Technologies (NYSE: FTI  ) , compete for headlines tomorrow during earnings season. While guidance hasn't changed since last week, the market will almost certainly be looking for results on the high side or even expectation-beating numbers. What do Motley Fool analysts Joel South and Taylor Muckerman expect from these companies tomorrow?

  • [By Dimitra DeFotis]

    The market seems to be showing fatigue particularly with positive onshore oil service data points that may no�longer seem incremental. Investors have become especially focused on potential issues and macro concerns. We believe this phase�of enhanced risk perceptions will pass and still recommend owning selective stocks based on attractive valuations and healthy�fundamentals. Of the 16 oilfield services companies having reported their quarters to date, the share price changes have at times�been difficult to tie to specific results. �… Five of the 12 companies who have beaten earnings expectations have seen their share prices drop on the day, including Basic Energy Services (BAS) (-9.0%), Baker Hughes (BHI) (-2.5%), National Oilwell Varco (NOV) (-1.5%), Oceaneering (OII) (-4.2%), and Schlumberger (SLB) (-2.0%). Other stocks beating expectations have traded higher as expected, including Cameron International (CAM) (+4.1%), FMC Technologies (FTI) (+3.1%), Mitcham Industries (MIND) (+3.8%), Nabors Industries (NBR) (+1.2%), Patterson-UTI Energy (PTEN) (+1.8%), RPC (RES) (+8.4%), and Weatherford International (WFT) (+2.3%). Companies which have missed have universally seen their share prices decline, including Diamond Offshore Drilling (DO) (-4.3%), Gulfmark Offshore (GLF) (-0.1%), and Hercules Offshore (HERO) (-6.9%). Halliburton (HAL) was in line and flat on the day.

  • [By David Smith]

    Oceaneering International� (NYSE: OII  )
    Once a diving company,�Oceaneering now operates�through four separate segments: subsea projects, subsea products, asset integrity, and remotely operated vehicles. The company remains the only manufacturer of a full range of subsea umbilical systems. But it's the ROV unit that garners much of the attention for Oceaneering today.

Hot Defensive Companies To Own In Right Now: Pruksa Real Estate PCL (PS)

Pruksa Real Estate PCL is a Thailand-based company engaged in the development of commercial buildings and residential housing. It serves both local and overseas markets. The Company offers single-detached houses, townhouses and condominiums under the names of Baan Pruksa, Pruksa Ville, The Connect, The Plant Citi, Passorn, Pruksa Village, The Seed, IVY, The Plant City, Urbano, Tree condo, ChapterOne and Be You, among others. The Company develops residential housing projects mainly in Bangkok and the surrounding areas. It also has projects in Nakhorn Pathom, Chonburi and Phuket, as well as overseas projects in India, Vietnam, and Maldives. As of December 31, 2012, it operated 141 projects and had five direct subsidiaries, including Kaysorn Construction Company Limited, Putthachart Estate Company Limited, Phanalee Estate Company Limited, Pruksa Overseas Company Limited and Pruksa International Company Limited. Advisors' Opinion:
  • [By amigobulls@twitter]

    Twitter currently trades at a Last Twelve Months (LTM) Price to Sales (PS) ratio of 27, which translates to astronomical valuations. Consider a comparison with Facebook which generates about 10 times the revenue and still grows at a healthy 60 odd percent. Facebook trades at an LTM PS multiple of 19. Here one should note that Facebook also delivered a net profit margin of 27% in Q2 vs Twitter's loss margin of 46% and has nearly 5 times Twitter's active users.

Hot Defensive Companies To Own In Right Now: IB Securities Joint Stock Co (VIX)

IB Securities Joint Stock Company, formerly XuanThanh Securities Joint Stock Company is a Vietnam-based company engaged in the provision of investment services. It provides securities brokerage services through multiple forms, such as VOpen, VSHM, VTrade, VPhone, VMobile and VSMS. The Company is also involved in securities trading, as well as the provision of investment advice, custody services and underwriting services. In addition, it provides financial services for corporate events, such as corporate restructurings, equitizations, stock listings, share auctions, mergers and acquisitions, equity offerings and bond offerings. Advisors' Opinion:
  • [By Nikolaj Gammeltoft]

    The Standard & Poor�� 500 Index (VIX) snapped a four-week advance as investors weighed corporate earnings amid speculation that the Federal Reserve may reduce its asset purchases this year.

  • [By With assistance from Sofia Horta e Costa]

    The Chicago Board Options Exchange Volatility Index (VIX), the gauge known as VIX that measures options traders��estimate of future price swings in S&P 500 (SPX), slid 3.4 percent, halting a four-day rally. The gauge dropped 17 percent in October.

Hot Defensive Companies To Own In Right Now: Ishares Trust S & P Euro (IEV)

iShares S&P Europe 350 Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Standard & Poor�� Europe 350 Index (the Index). The Index measures the performance of the stocks of companies in Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom.

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 MBM Research]

    Stock markets have shown a late-summer pullback off of their long-term (and even record) highs, as bullish investors sell late and capture some of their profits. Adding to the downside pressure is the market uncertainty that is created by geopolitical concerns in areas like the Ukraine, Gaza, and Iraq. These tensions affect all areas of the world, so it is not surprising to see declines in developed markets -- ie. the SPDR S&P 500 Trust ETF (SPY) and the iShares S&P Europe 350 Index (IEV) -- but also in emerging markets as well. This means the iShares MSCI Emerging Markets Asia ETF (EEM) has also been unable to escape the selling pressure. Here, we look at the latest technical developments in the broad regional stock measures: SPY, IEV, EEM.

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