Mike Cintolo
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Bullmarket.com
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Street Smart Report
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by Harry Domash, editor Dividend Detective

Given the continuing problems with residential real estate market, the demand for apartment rentals is soaring. In addition, the fundamentals are improving for small shopping centers. Here are two ways to play these trends.

Home Properties (HME), currently paying a 4.5% estimated yield, acquires, develops, rehabilitates, and operates multi-family residential properties in growth markets such as Baltimore, Boston, New York City, Philadelphia, Home and Washington, DC.


Home recently reported September quarter funds from operations (FFO is a cash flow measure) 10% above year-ago on a 12% gain in revenues. Those are good growth numbers for a REIT.   

Small shopping centers saw many of their tenants go out of business, driving vacancy rates up, and rents down, during the recent recession. But now, things are on the mend.  

Inland Real Estate (IRC), which pays monthly dividends equating to 7.0% yield, owns and operates strip shopping centers, typically anchored by a grocery or big-box store, and single-tenant retail centers, mainly in the Midwest.

The slow economy and bankruptcy of certain big-box stores hurt performance in 2008/2009, triggering a 41% dividend cut in May 2009. But Inland is on the mend. September quarter FFO was 10% above year-ago. Occupancy levels are up, as are rents.  

Learn more about this financial newsletter at Harry Domash's The Dividend Detective.

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Express Scripts: Obamacare buy
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor

I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.


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Hodges: High conviction funds
by Walter Frank, editor MoneyLetter

Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.


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United Natural: A play on Whole Foods
by Mark Skousen, editor Hedge Fund Trader Alert

We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).


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Timing expert eyes India
by Sy Harding, editor Street Smart Report

The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.


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Value investor goes with Guess
by Charles Mizrahi, editor Hidden Values Alert

Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.


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MGAM: Bingo, lotteries, casinos
by Jim Oberweis, Jr., editor The Oberweis Report

Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.


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Fidelity expert: Bowers' bond bets
by Jack Bowers, editor Fidelity Monitor & Insight

If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.


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Tesla: 'Out of the ball park'
by Timothy Lutts. editor Cabot Stock of the Month

Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.


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5 ways to speculate on Cuba
by Jim Powell, editor Global Changes & Opportunities Report

With the death of Hugo Chavez in March, and Venezuela’s economic decline, the heavily subsidized oil lifeline is likely to be cut or sharply reduced. I think the resulting energy squeeze will force Cuba to allow greater foreign trade and investment.


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Big gains in nanotechnology?
by Doug Fabian, editor Making Money Alert

The nanotechnology niche focuses on very small, even microscopic, technology. Nanotech has produced technological developments in medicine (lasers), electronics (ink jet systems) and biomaterials (chemical and bio-detectors).


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