Thursday, June 26, 2014

10 Best Industrial Disributor Stocks To Buy Right Now

Canada Loses Jobs in April UE Rate Unchanged at +6.9% Participation Rate at 13-year low

No one was in the same ballpark when it came to forecasting Friday's Canadian job numbers. Market consensus was looking for a +12k print. However, Stats Canada delivered a report that actually shed jobs in April (-28.9k), mostly full-time and in the private sector (financial and hospitality). The unemployment rate remained unchanged at +6.9%. With 26k individuals ceasing to look for work happened to push the participation rate to a new 13-year low at +66.1%.

Friday's steep decline follows a surprise gain of +42.9k in March. Including April's number, Canada added only +2.3k net new jobs per month in the past three-months. Friday's report underscores the well-know volatility of the data. This is why it's more prudent to be looking at a three-month trend rather than just one month's.

The disappointing April print should keep Governor Poloz at the BoC on the sidelines at +1% for the foreseeable future. Most losses were reported in the full-time category, with -30.9k jobs actually lost. Year-to-date Canadian employment has advanced a paltry +0.8%.

Hot Sliver Stocks To Buy For 2015: Deutsche Boerse AG (DBOEF)

Deutsche Boerse AG is a Germany-based international financial marketplace operator. It operates four business segments: Xetra; Eurex; Clearstream, and Market Data & Analytics. The Xetra business segment comprises three business areas: cash market using the Xetra electronic trading system and Xetra Frankfurt specialist trading; central counterparty for equities, and admission of securities to listing. The Eurex business segment comprises four business areas: electronic derivatives market trading platform Eurex; electronic options trading platform ISE; over-the-counter trading platforms Eurex Bonds, Eurex Repo, and Eurex Clearing. The Clearstream business segment comprises three business areas: custody, administration and settlement services for securities; global securities financing services, and investment funds services. The Market Data & Analytics business segment comprises two business areas: sales of price information and information distribution, and index development and sales. Advisors' Opinion:
  • [By Mark Thompson]

    The contracts are often cleared through exchanges such as CME and Eurex, operated by Deutsche Boerse (DBOEF).

    CME said it would gradually apply an additional "event risk" margin of 12% to all over-the-counter interest rate swaps due to the "additional uncertainty brought by the debt ceiling debate."

10 Best Industrial Disributor Stocks To Buy Right Now: PowerShares S&P SmallCap Information Technology Portfolio (PSCT)

PowerShares S&P SmallCap Information Technology Portfolio (the Fund) seeks investment results that correspond generally to the price and yield performance of an index called the S&P SmallCap 600 Capped Information Technology Index (the Index). The Index consists of common stocks of the United States information technology companies. These are companies that are principally engaged in the business of providing information technology-related products and services, including computer hardware and software, Internet, electronics and semiconductors, and communication technologies. The Index is compiled, maintained and calculated by Standard & Poor's Financial Services LLC. The Fund will normally invest at least 80% of its total assets in common stocks of small-capitalization information technology companies. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Fund�� investment adviser is Invesco PowerShares Capital Management LLC. Advisors' Opinion:
  • [By Stephen Leeb]

    The PowerShares S&P 500 Small-Cap Technology (PSCT) is geared towards smaller, more agile, but also less-established firms, while iShares S&P North American Technology ETF (IGM) offers broad, blue-chip technology industry exposure.

10 Best Industrial Disributor Stocks To Buy Right Now: Dividend and Income Fund (DNI)

Dividend and Income Fund (the Fund) is a closed end management investment company. The Fund focuses to invest, at least 50% of its total assets in equity securities, including dividend paying common stocks, convertible securities, preferred stocks, securities of registered and unregistered investment companies (including, but not limited to, closed end and open end management investment companies, and business development companies) (collectively, investment companies), exchange traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity related securities (collectively, Income Generating Equity Securities). The Fund may invest in fixed income securities, including bonds issued by domestic and foreign corporate entities and U.S. government securities. Bexil Advisers LLC acts as the Investment Manager of the Fund. Advisors' Opinion:
  • [By Dividends4Life]

    According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer

10 Best Industrial Disributor Stocks To Buy Right Now: Lifeway Foods Inc (LWAY)

Lifeway Foods, Inc., (Lifeway), incorporated on May 19, 1986, is engaged in the manufacturing of probiotic, cultured, functional dairy and non-dairy health food products. The Company�� primary products are kefir sold under the name Lifeway Kefir and Helios Nutrition Organic Kefir; a line of yogurts sold under the Lassi brand, and BasicsPlus, a dairy based immune-supporting dietary supplement beverage. In addition to the drinkable products, Lifeway manufactures Lifeway Farmer Cheese, a line of various farmer cheeses, a line of gourmet cream cheeses, and Sweet Kiss, a fruit sugar-flavored spreadable cheese similar in consistency to cream cheese. The Company also manufactures and markets a vegetable-based seasoning under the Golden Zesta brand. Lifeway manufactures all of its products at Company-owned facilities and distributes its products throughout the United States.

Lifeway�� primary product, kefir is a fermented dairy product. Lifeway�� Kefir is a drinkable product intended for use as a breakfast meal or a snack, or as a base for lower-calorie dressings, dips, soups or sauces. Kefir is also used as the base of Lifeway�� plain farmer�� cheese, a cheese made without salt, sugar or animal rennet. In addition, kefir is the primary ingredient of Lifeway�� Sweet Kiss product, a fruit sugar-flavored, cream cheese-like spread which is intended to be used as a dessert spread or frosting. Lifeway�� Kefir is a drinkable kefir product manufactured in 10 regular and low-fat varieties, including plain, pomegranate, raspberry, blueberry, strawberry, cherry, peach, banana-strawberry, cappuccino and vanilla, and sold in 32-ounce containers and 8-ounce single serving containers featuring color-coded caps and labels describing nutritional information. The kefir product is marketed under the name Lifeway�� Kefir and is sold by retailers from their dairy sections.

Lifeway�� Organic Kefir meets the organic standards and specifications of the United States Department of Agricul! ture for organic products and is manufactured in five flavors: plain, wildberry, raspberry, strawberry and peach. Lifeway�� Organic Kefir is sweetened with organic cane juice. Lifeway�� Slim6 is a line of low-fat kefir beverages with no added sugar designed for consumers who follow low-carbohydrate diets. Lifeway�� Slim6 has only eight grams of carbohydrates and 2.5 grams of fat per 8-ounce serving and is available in five flavors: strawberries n��cream, mixed berry, tropical fruit, strawberry-banana and an original, unsweetened version. ProBugs is a kefir product that contains 10 live and active kefir cultures. Aimed at children ages 2-9, ProBugscomes in three flavors, Sublime Slime Lime, Orange Creamy Crawler and Goo-Berry Pie and is packaged in no spill spout pouches designed as cartoon bug characters Peter, Polly and Penelope ProBug.

Farmer Cheese is based on a cultured soft cheese and is intended to be used in a variety of recipes as a low fat, low-cholesterol, low-calorie substitute for cream cheese or ricotta, and is available in various styles. Sweet Kiss is a sweet cheese probiotic spread available in five flavors: plain, plain with raisins, apple, peach and chocolate. Elita and Bambino cheeses are low-fat, low-cholesterol kefir based cheese spreads, which are marketed as an alternative to cream cheese. Krestyanski Tworog is a European-style kefir-based soft style cheese which can also be used in a variety of recipes, eaten with a spoon, used as a cheese spread, or substituted in recipes for cream cheese, ricotta cheese or cottage cheese and is marketed to consumers of various Eastern European ethnicities.

Basics Plus is a kefir-based beverage product designed to support gastrointestinal functions and the immune system. Kefir Starter is a powdered form of kefir that is sold in envelope packets and allows a consumer to make his or her own drinkable kefir at home by adding milk. Lifeway continues to develop sales of this product through the Internet. Lassi is a c! ultured d! rink inspired by the traditions of India and is sold in 8-ounce containers in two flavors, strawberry and mango. Golden Zesta is a vegetable-based seasoning, which, because of its low sodium content, may also be used as a salt substitute and is marketed to delicatessens, gourmet shops and ethnic grocers. Helios Nutrition Organic Kefir is a kefir product made from organic milk and manufactured with a blend of active cultures. It is sold in 8 and 32 ounce bottles and made in five flavors: peach, plain, strawberry, vanilla and raspberry.

The Company competes with Danone Foods, Inc.

Advisors' Opinion:
  • [By Rich Smith]

    In possibly related news, shares of a Danone sometimes-partner, sometimes-rival in the drinkable yogurt market, kefir-maker Lifeway Foods (NASDAQ: LWAY  ) , is seeing its shares come under pressure Tuesday. Specializing in grocery sales, Lifeway also operates a chain of yogurt-inspired restaurants of its own known as "Starfruit Cafe." As Danone shares gain 0.5%, Lifeway is down 4.5%.

  • [By James Brumley]

    Once the budget impasse is wrapped up though, a new Dairy Stabilization Act should be right around the corner. That’s good news for a small-cap company like dairy farm Lifeway Foods (LWAY), which saw its shares fall nearly 25% over the course of August and September when the budget impasse was shaping up.

  • [By Rich Smith]

    Shares of Lifeway Foods (NASDAQ: LWAY  ) are on a tear, up nearly a full $1 (or 8.3%) since reporting earnings last week. But is the price spike justified? Let's find out.

10 Best Industrial Disributor Stocks To Buy Right Now: Lazard LTD. (LAZ)

Lazard Ltd., together with its subsidiaries, operates as a financial advisory and asset management firm. The company�s Financial Advisory segment offers various advisory services on mergers and acquisitions, and other strategic matters, as well as on restructurings, capital structure, capital raising, and other financial matters. Its Asset Management segment provides investment solutions and investment management services in equity and fixed income strategies; and alternative investments and private equity funds. The company serves corporations, governments, institutions, partnerships, and individual clients. It operates from 42 cities across 27 countries in Europe, North America, Asia, Australia, the Middle East, and Central and South Americas. Lazard Ltd. was founded in 1848 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By MONEYMORNING]

    Through his Trian Partners fund, Nelson Peltz also owns large stakes in Pepsico Inc. (NYSE: PEP), Family Dollar Stores Inc. (NYSE: FDO), Du Pont E I De Nemours & Co. (NYSE: DD), and Lazard Ltd. (NYSE: LAZ).

  • [By Marc Bastow]

    Financial advisory and asset manager Lazard (LAZ) raised its quarterly dividend 20% to 30 cents per share, payable on Feb. 21 to shareholders of record as of Feb. 10.
    LAZ Dividend Yield: 2.79%

  • [By Robert Wall]

    Bookrunners for the sale are Goldman Sachs Group Inc., UBS AG (UBSN), Barclays Plc (BARC) and Merrill Lynch & Co., with Investec Ltd., Nomura Bank International Plc and RBC Europe Ltd. lead managers, said the government, which is being advised by Lazard Ltd. (LAZ)

10 Best Industrial Disributor Stocks To Buy Right Now: Embraer SA (EMBR3)

Embraer SA is a Brazil-based holding company primarily engaged in the manufacture of aircrafts. The Company�� business activities are divided into three business segments: Commercial Aviation; Defense and Security Business, and Executive Aviation. The Commercial Aviation segment is involved in the development, production and sale of commercial jets, as well as in the provision of support services, with emphasis on the regional aviation industry and aircraft leasing. The Defense and Security Business segment mainly includes the research, development, production and modification of defense aircrafts as well systems and software design. Through the Executive Aviation segment, the Company is active in the development, production and sale of business jets, provision of support services related to this sector of the market and aircraft leasing. The Company has subsidiaries, affiliated companies and representative offices in Brazil, the United States, France, Holland and China, among others. Advisors' Opinion:
  • [By Lyubov Pronina]

    Most emerging-market stocks fell as Samsung Electronics Co.�� earnings missed estimates and planemaker Embraer SA (EMBR3) posted a surprise loss. Turkish stocks capped the biggest weekly loss since June after policy makers raised borrowing costs.

10 Best Industrial Disributor Stocks To Buy Right Now: iShares MSCI Germany ETF (EWG)

iShares MSCI Germany Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the German market, as measured by the MSCI Germany Index (the Index). The Index seeks to measure the performance of the German equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.

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 Tom Aspray]

    A few weeks ago, I focused on some of the euro countries' debt levels, as well as the improvement in some of their manufacturing data. Their stock markets have continued to rally sharply as the iShares MSCI France (EWQ) is up over 13% since early July and is doing just slightly better than Germany (EWG).

  • [By Mary Anne & Pamela Aden]

    If you're a new buyer and concerned that it's too late to buy, consider buying on weakness. If you want to buy, and or, add to your positions, we'd stick with our strongest stocks, which are: the Powershares NASDAQ (QQQ), the MSCI Germany ETF (EWG), Microsoft (MSFT), and Market Vector Retail ETF (RTH).

  • [By Mark Salzinger]

    iShares MSCI Germany (EWG) and iShares MSCI Switzerland (EWL) continue to have relatively attractive valuations.

    EWG recently sported an average price/earnings (P/E) ratio on 2013's projected earnings of 12.6 and a price/book value (P/B) of just 1.4.

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