|
Featured Advisors
|
Thursday January 10, 2013
by Richard Moroney, editor UpsideOperating income at Triumph ( TGI) -- our top small cap pick for 2013 -- jumped 34% in the past year on 7% sales growth. Credit for the improved profitability primarily goes to the aerostructures unit.
The unit, which represents about three-fourths of the company sales, builds aircraft wings, fuselage sections, flight-control surfaces, and helicopter cabins. The unit has improved commercial production rates and reaped cost synergies from a $407 million acquisition made in June 2010. Management sees opportunities to expand profit margins further. Triumph seems well positioned in an improving commercial-plane market. In the military market, likely to be affected by U.S. budget constraints, Triumph believes it can gain share. At the end of September, the backlog stood at $4.04 billion, up 8% from a year earlier. Triumph shares trade at 11 times trailing earnings - 16% below their three-year historical norm and 13% below the median for aerospace stocks in the S&P 1500. Management says it will consider increasing the dividend, currently at $0.04 per share, or even pay a special distribution, if it fails to find attractive acquisitions. Triumph is a Best Buy. Learn more about this financial newsletter at Richard Moroney's Upside.Related articles:
|
News Flash
|
Wednesday May 22, 2013
US Natural Gas ETF: On a roll |
by Doug Fabian, editor Successful Investing
One area I think is ready for a new buy is natural gas. After experiencing a sharp decline from November through early January, natural gas prices have been on a roll.
|
Read more...
|
|
Tuesday May 21, 2013
Split buys? HOMB and Noble Energy |
by Neil Macneale, editor 2-for-1 Stock Split Newsletter
Each month, we add one stock to our model portfolio based upon those companies that have announced 2-for-1 stock splits; after a meager number of splits over the past year, we have a nice collection of six splits elect from this month.
|
Read more...
|
|
Tuesday May 21, 2013
WisdomTree targets global bonds |
by Mark Salzinger, editor The Investor's ETF Report
While most investors diversify the equity portions of their portfolio with allocations to foreign stocks, few diversify their bond holdings internationally. WisdomTree recently introduced the first ETF to invest in a truly global portfolio of corporate bonds.
|
Read more...
|
|
Monday May 20, 2013
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.
|
Read more...
|
|
Monday May 20, 2013
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.
|
Read more...
|
|
Friday May 17, 2013
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).
|
Read more...
|
|
Thursday May 16, 2013
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.
|
Read more...
|
|
Wednesday May 15, 2013
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.
|
Read more...
|
|
Wednesday May 15, 2013
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.
|
Read more...
|
|
Tuesday May 14, 2013
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.
|
Read more...
|
|
|
