Geoffrey Seiler
Bullmarket.com
J. Royden Ward
Cabot Benjamin Graham Value Letter
Jack Adamo
Insiders Plus
Chuck Carlson
The DRIP Investor
by John Buckingham, editor The Prudent Speculator

John BuckinghamWe firmly believe that our broadly diversified portfolios of undervalued stocks will appreciate in the intermediate- and long-term, given reasonable valuations, historically low interest rates, lack of significant investor enthusiasm and healthy corporate profits and balance sheets.

Here's a look at two new featured stocks, both in the real estate sector: Anworth Mortgage (ANH), a mortgage real estate investment trust, and MDC Holdings (MDC), a builder and seller of homes and an originator of mortgage loans for home buyers.

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by Ari Charney, editor Big Yield Hunting

Ari CharneyWindstream Corp. (WIN) has been under pressure in the aftermath of fellow rural telecom CenturyLink's February announcement that it was cutting its distribution by 26 percent.

CenturyLink’s announcement immediately led to speculation that other high-yielding stocks –- particularly high-yielding independent telecoms –- are headed for dividend cuts. Hence Windstream’s steep decline. The stock is currently down 21.3 percent from its 52-week high.

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by Elliott Gue, editor Energy & Income Advisor

Elliott GueEnbridge Energy Partners LP (EEP) is a midstream operator that generates a steady stream of what management describes as “utility-like” revenue.

Spun out from Canadian energy giant Enbridge (ENB), the MLP is the largest transporter of crude oil into the US from western Canada. The firm also operates highest-capacity pipeline serving the Bakken Shale, a prolific crude-oil play in North Dakota.

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by Genia Turanova, editor Leeb Income Performance

Genia TuranovaGiven the great and increasing difficulty of finding good income alternatives these days, we find no surprise in the fact that lately, investors have been flocking to the iShares S&P National AMT-Free Municipal Bond Fund (MUB).

No small wonder. This ETF's current yield is 2.7 percent as it’s designed to deliver the price and yield of the U.S. municipal bond sector according to the S&P National AMT-Free Municipal Bond index.

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by George Putnam, editor The Turnaround Letter

George PutnamWith the stock market continuing to surge, it has become more of a challenge to find stocks trading at attractive valuations. One group that recently caught our eye is the major integrated oil companies.  

Most of the stocks in this group have underperformed the S&P 500 Index over the past year, many by a significant margin. These stocks have the added benefit of paying relatively high dividends.

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by Chuck Carlson, editor DRIP Investor

Chuck CarlsonThe search for yield has pushed many investors into a number of investment “alternatives” to stocks. One popular investment alternative that has seen huge investor interest are Master Limited Partnerships (MLPs).

Because of its structure, an MLP does not pay income taxes. Rather, income, depreciation, and expenses are “passed through” to partners (i.e. unit holders) based on their ownership stakes.

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by Geoffrey Seiler, editor BullMarket.com

Geoffrey SeilerWe hated it when it IPO'd at $38 a year ago, but a year later trading near $24, we're going to friend Facebook (FB), and have added it to our Recommended List.

After a good quarter, Facebook has been under pressure due to concerns over user engagement, especially among teens and 20 somethings.

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by Jack Adamo, editor Insiders Plus

Jack AdamoCanadian Imperial Bank of Commerce (CM) reported strong second quarter earnings, despite lackluster results elsewhere in the banking industry.

The bank's earnings reports from are so straightforward, clear, honest and detailed, that investors don't need a financial analyst to interpret them and cut through all the hype.

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by Ingrid Hendershot, editor Hendershot Investment

Ingrid HendershotFounded 38 years ago, Microsoft (MSFT) helped launch the first great wave of an information technology transformation; it remains the world’s largest software developer with sales topping $73 billion in fiscal 2012.

Throughout its history, Microsoft has achieved success by taking a long-term approach to technology investments. In fiscal 2012, Microsoft invested $9.8 billion or 13% of revenues on research and development with much of that devoted to cloud technologies.

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by Jim Oberweis, Jr., editor The Oberweis Report

Jim Oberweis, Jr.Ligand Pharmaceuticals (LGND) is a biotechnology focused on developing or acquiring revenue generating assets and coupling them to a lean corporate cost structure.

Since a portion of their business model is based on the goal of partnering with other pharmaceutical companies to commercialize and market their assets, a significant amount of their revenue is based largely on payments made to them by partners for royalties, milestones and license fees.

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by John Bonnanzio, editor Fidelity Monitor & Insight

Thanks to certain areas of financials and health care (especially brokers and biotech, respectively), more value-oriented funds have held a performance lead over “growthier” offerings — meaning those with tech.

Further, mid- and small-cap funds have often outpaced larger-cap fare, but there are many exceptions to that characterization. What follows are updates on a variety of widely-held, Buy-rated stock funds.

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by Mark Skousen, editor High-Income Alert

Mark SkousenAlthough the stock market has been more volatile, the sell-off is also creating interesting new buying opportunities.

And I see one in a stock we’ve traded profitably before: PennyMac Mortgage Investment Trust (PMT), a specialty finance company organized as a real estate investment trust (REIT).

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by Beth Piskora, S&P Capital IQ, The Outlook

S&P The OutlookThe S&P Capital IQ Investment Policy Committee recommends maintaining a portfolio diversified across asset classes and geographies. One way to accomplish the goal of having international equity exposure may be to invest in S&P Capital IQ’s top-ranked foreign companies trading in the U.S.

Six companies with American depositary receipts (ADRs) garner our top 5-STARS buy rating, suggesting the likelihood of significant outperformance in the next 12 months.

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Charged up over Visa
by Leo Fasciocco, editor Ticker Tape Digest

With solid earnings growth coming for the next several quarters, we see Visa Inc. (V) as a good stock to accumulate in anticipation of a breakout. It is currently an institutional favorite based on its steady earnings growth record.


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William Blair: Small cap risk & reward
by Walter Frank, editor MoneyLetter

With 44% of net assets in micro-cap and another 44% in small cap fare, William Blair Small Cap Growth (WBSNX) truly lands at the tinest end of the small cap fund spectrum. That in itself courts more risk than the typical small-cap growth fund.


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Air and auto parts: Rebound buys
by Richard Moroney, editor Upside Stocks

Here, we profile two are attractive rebound plays -- Penske Automotive (PAG) and Triumph (TGI). Both seem capable of attracting investors’ attention and rallying in the year ahead.


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Fidelity: International buys
by Jim Lowell, editor Fidelity Investor

I continue to think the best way to pursue foreign stock opportunities is through managers with longstanding expertise in the foreign stock arena. Here's a look at four of our buy-rated international funds.


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Parexel: One-stop shop in clinical trials
by Mike Cintolo, editor Cabot Top Ten Trader

Parexel International (PRXL) has a great niche in the pharmaceutical industry. Its main service is outsourcing medical research and clinical trials of candidate drugs. Its one-stop-shopping approach to drug development and trials lets Parexel take over the work of an entire division, saving clients enormous amounts of expense.


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Cisco: 'Plenty of room for growth'
by Brian Hicks, editor The Wealth Advisory

CEO John Chambers is making us look good; it is now nine consecutive quarters that Cisco Systems (CSCO) has beaten analysts' earnings estimates.


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Strong growth at value prices
by Stephen Quickel, editor US Investment Report

In selecting new stocks for the Recommended List we aim for leaders in top growth sectors that we think can generate price gains of at least 20%. Here's a look at 5 'buys'.


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Military matters: Top picks in defense
by Jim Powell, editor Global Changes & Opportunities

I continue to recommend leading U.S. defense stocks that have been greatly oversold by investors who are worried about deep cutbacks. Although some expensive “big iron” contracts will be cancelled, I believe many new high tech orders will more than make up for their loss.


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StoneMor: Timely buy in untimely market
by Steve Mauzy, contributing editor Daily Profit

Thanks to baby boomers hitting their golden years en masse, annual deaths in the United States are expected to rise to 3.2 million in 2030 from 2.6 million in 2010. For income-and-yield investors, there's really only one choice in the cemetery sector -- StoneMor Partners (STON), which yields over 9%.


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Norfolk Southern: Rail for reinvesting
by Vita Nelson, editor Direct Investing

Choosing to own companies that grow their earnings and dividends consistently over time means taking advantage of compounding both within the company and within the stock market, no matter what the latest noise may be.


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