Friday, November 7, 2014

Best Forestry Stocks To Invest In Right Now

Bloomberg News

Federal Reserve Vice Chairman Janet Yellen is President Obama's top candidate to lead the central bank even after her supporters helped force his initial favorite to withdraw, according to people familiar with the process.

Lawrence H. Summers, Obama's former economic adviser, removed his name from consideration rather than face what he said would be an “acrimonious” confirmation process. Summers was targeted by Yellen's backers who said he was too lax on regulating Wall Street and that Yellen, another candidate mentioned by Obama, was a better choice.

If selected by Obama and confirmed by the Senate, Yellen, 67, would become the first woman to serve as the Fed's chairman.

Best Insurance Stocks To Watch Right Now: Chesapeake Granite Wash Trust (CHKR)

Chesapeake Granite Wash Trust (the Trust) is a trust formed to own royalty interests for the benefit of Trust unitholders conveyed to the trust by Chesapeake Energy Corporation (Chesapeake). The royalty interests held by the Trust (Royalty Interests) are derived from Chesapeake�� interests in specified oil and natural gas properties located in the Colony Granite Wash play in Washita County in the Anadarko Basin of western Oklahoma. Chesapeake conveyed the Royalty Interests to the Trust from its interests in 69 existing horizontal wells (Producing Wells) and Chesapeake�� interests in 118 horizontal development wells (Development Wells) to be drilled on properties within the Area of Mutual Interest (AMI). The AMI is limited to only the Colony Granite Wash formation, where Chesapeake held approximately 45,400 gross acres (29,300 net acres) as of December 31, 2011. The Colony Granite Wash is located at the eastern end of a series of Des Moines-age granite wash fields that extend along the southern flank of the Anadarko Basin, approximately 60 miles into the Texas Panhandle. The Colony Granite Wash is a formation encountered at depths between approximately 11,500 feet and 13,000 feet that lies between the top of the Des Moines formation (or top of Colony Granite Wash A) and the top of the Prue formation (or base of Colony Granite Wash C). Colony Granite Wash is primarily a natural gas and natural gas condensate reservoir based on reserve volumes.

As of December 31, 2011, the all of the Producing Wells were completed, 66 Producing Wells were producing and approximately 11.5 Development Wells were completed and producing. As of December 31, 2011, the remaining three Producing Wells were temporarily offline. As of July 1, 2011, Chesapeake owned on average a 52.8% net revenue interest in the Producing Wells, and Trust received an average 47.5% net revenue interest in the Producing Wells, and Chesapeake on average owned a 52.0% net revenue interest in the Development Wells. As of March 15, 2012! , Chesapeake owned 61,100 net acres (of which 29,300 net acres are subject to the Royalty Interests). As of March 15, 2012, Chesapeake operated 95% of the Producing Wells and the completed Development Wells.

Advisors' Opinion:
  • [By Lawrence Meyers]

    CYS seems to be approaching the business carefully and is on top of things. That makes me feel a little bit more secure about its 15% dividend yield.

    Chesapeake Granite Wash Trust (CHKR)

    Dividend Yield: 24.4%

Best Forestry Stocks To Invest In Right Now: MasTec Inc. (MTZ)

MasTec, Inc., an infrastructure construction company, engages in the engineering, building, installation, maintenance, and upgrade of energy, utility, and communications infrastructure primarily in North America. The company builds natural gas, crude oil, and refined product transport pipelines; underground and overhead distribution systems, including trenches, conduits, and cable and power lines, which provide wireless and wireline communications; electrical power generation, transmission, and distribution systems; renewable energy infrastructure comprising wind and solar farms; and compressor and pump stations, and treatment and heavy industrial plants. It also installs electrical and other energy distribution and transmission systems, power generation facilities, buried and aerial fiber optic cables, coaxial cables, copper lines, and satellite dishes in various environments. In addition, the company provides maintenance and upgrade support services, such as the maintena nce of distribution facilities; and networks and infrastructure, including natural gas and petroleum pipelines, wireless, power generation, and electrical distribution and transmission infrastructure, as well as routine replacements and upgrades, and overhauls. Further, it offers emergency services for accidents or storm damage. The company�s customers include public and private energy providers, pipeline operators, wireless service providers, satellite and broadband operators, local and long distance carriers, and government entities. MasTec, Inc. was founded in 1929 and is headquartered in Coral Gables, Florida.

Advisors' Opinion:
  • [By Michael Lewis]

    For a quick comparison, take a look at U.S.-based Mastec (NYSE: MTZ  ) , which trades at just under 13.75 times forward earnings yet holds a more conservative balance sheet and is a good bit larger at a market cap of $2.34 billion. While Mastec is building out its operations in Canada, Empresas offers potential outperformance by virtue of its market dominant position in Mexico.

  • [By Aaron Levitt]

    Despite its recent troubles, KBR is still one of the better stocks to buy if you want to play the prospective infrastructure boom.

    MasTec (MTZ)

    While it isn�� as big as KBR or CBI, MasTec (MTZ) is quickly becoming of the best energy stocks to buy. Shares of the construction firm recently hit 10-year highs.

  • [By Rich Duprey]

    MasTec (NYSE: MTZ  ) is well-known for being�a leading infrastructure construction company across various industries, so its announcement this morning that it is acquiring an�oil and gas pipeline and facility construction services company should not come as a surprise.

Best Forestry Stocks To Invest In Right Now: Alliance One International Inc (AOI)

Alliance One International, Inc., incorporated on October 19, 1994, is a leaf tobacco merchant. The Company is engaged in purchasing, processing, packing, storing and shipping tobacco to manufacturers of cigarettes and other consumer tobacco products globally. The Company deals primarily in flue-cured, burley, and oriental tobaccos that is used in international brand cigarettes. The Company�� revenues are primarily comprised of sales of processed tobacco and fees charged for processing and related services to these manufacturers of tobacco products. The Company does not manufacture cigarettes or other consumer tobacco products.

Tobacco is primarily purchased directly from suppliers with small quantities still sold at auction. In non-auction markets, the Company purchases tobacco directly from suppliers and the Company assumes the risk of matching the quantities and grades required by its customers to the entire crop it must purchase under contract. The Company purchases tobacco in more than 35 countries. During the year ended March 31, 2013 (fiscal 2013), approximately 30% of the Company�� purchases of tobacco were from the South America operating segment, approximately 5% were from the Value Added Services operating segment and approximately 65% from the Other Regions operating segment.

The Company processes tobacco to meet each customer's specifications as to quality, yield, chemistry, particle size, moisture content and other characteristics. Unprocessed tobacco is a semi-perishable commodity that generally must be processed within a relatively short period of time to prevent fermentation or deterioration in quality. The Company processes tobacco in more than 35 owned and third-party facilities around the world including Argentina, Brazil, China, Zimbabwe, Jordan, Guatemala, India, Tanzania, the United States, Malawi, Thailand, Germany, Indonesia, Macedonia, Bulgaria and Turkey. These facilities encompass all export locations of flue-cured, burley and oriental tobaccos! . In addition, the Company has entered into contracts, joint ventures and other arrangements for the purchase of tobacco grown in substantially all other countries that produce export-quality flue-cured and burley tobacco. The Company also sells a small amount of processed but unthreshed flue-cured and burley tobacco in loose-leaf and bundle form to certain customers. In 2013, Alliance One delivered approximately 41% of its tobacco sales to customers in Europe and approximately 19% to customers in the United States. In 2013, these Belgium sales accounted for 20% of sales to customers in Europe. The Company ships tobacco to manufacturers of cigarettes and other consumer tobacco products located in approximately 90 countries around the world as designated by these manufacturers.

The Company competes with Japan Tobacco, Inc. (JTI), Philip Morris International, Inc. (PMI), and Imperial Tobacco Group PLC.

Advisors' Opinion:
  • [By John Emerson]

    As noted previously, I rode the elevator up and then back down on Camtek (CAMT), a tiny Israeli automated optical inspection (AOI) company. By late 2008 the company had fallen to below $1 per share. Both of Camtek�� larger rivals, RTEC and ORBK, had dropped to absurdly low levels by November 2008. I used the opportunity to switch out of CAMT and some of my other losing propositions in favor of these superior companies. In the process, I created a large amount of tax loss carry-forwards which would allow me to minimize my future taxation when I decided to sell these cyclical entities.

  • [By John Emerson]

    Camtek was an automated optical inspection (AOI) company that designed and manufactured inspection systems for printed circuit boards (PCB). Further, they were in the process of designing systems to inspect semiconductors as well. The logic for investing in AOI companies was simple: Many circuit boards still employed visual inspection and circuits were getting smaller every year.

  • [By Sally Jones] ng>Predictability: 1 out of 5 Stars

    Down 12% over 12 months, Alliance One International Inc. has a market cap of $251.53 million; its shares were traded at around $2.86, which is 2.4% above its 52-week low. The P/E ratio is 65.10, and the P/B ratio is 0.80.

    Alliance One is a tobacco leaf supplier serving the world's largest cigarette manufacturers. The company purchases, processes, packs, stores and ships tobacco to manufacturers of cigarettes and other consumer tobacco products throughout the world. Alliance One deals mainly in tobacco types used in international brand cigarettes. As a tobacco leaf merchant, Alliance One purchases tobacco grown in over 45 countries and serves cigarette manufacturers in over 90 countries.

    The company reported financial results for the quarter ended June 30, 2013, with a net loss of $36.9 million, down further from a net loss in the same quarter last year of 30.7 million. The net loss translates to $(0.42) per basic share for the reporting quarter.

    Historical share pricing, revenue and net income:

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    Guru Action: As of June 30, 2013, Seth Klarman holds 7,669,969 shares, valued at $29.14 million, and weighting his portfolio at 0.72%. In the second quarter, he sold 461,625 shares at an average price of $3.74 for a loss of 23.5%.

    In six quarters of double-digit losses, Klarman has averaged a loss of 31% on 5,800,000 shares bought at an average price of $4.17 per share. He has averaged a loss of 38% on 1,798,473 shares sold at an average price of $4.59 per share.

    Seth Klarman is one of six gurus holding AOI as of June 30, 2013, and there is recent insider trading.

    Kinross Gold Corporation (KGC)

    Predictability: 1 out of 5 Stars

    Down 54% over 12 months, Kinross Gold Corporation has a market cap of $5.32 billion; its shares were traded at around $4.66, 2.8% above its 52-week low. The P/B ratio is 0.80. The dividend yield is 3.44%.

    Kinross Gold Corporati

Best Forestry Stocks To Invest In Right Now: Therapeutic Solutions International Inc (TSOI)

Therapeutic Solutions International, Inc., formerly Friendly Auto Dealers, Inc., incorporated on August 6, 2007, is a development-stage company. The Company is focused in establishing itself as a specialized brand promotional merchandising company. It would identify a range of casual apparel and consumer products that can be manufactured and resold with the product endorsement of corporate logos. In April 2011, the Company acquired Splint Decisions Inc.

The Company concentrates its efforts in the People�� Republic of China and its retail automotive industry. As of December 31, 2009, the Company had no operations and had not generated any revenues.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap medical device or biotech related stocks Therapeutic Solutions International Inc (OTCMKTS: TSOI), diaDexus, Inc (OTCMKTS: DDXS) and Spherix Inc (NASDAQ: SPEX) have been getting some attention lately in various investment newsletters with the good news being that it appears none are the subject of paid promotions from stock promoters. So why are these three stocks all of a sudden getting some attention and what else do you need to know about them before you make a short or a long term bet on one? Here is a closer look at the whole picture and what you might be missing:

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