Tuesday, May 20, 2014

5 Best Supermarket Stocks To Watch For 2015

LOUISVILLE, Ky. -- Carol Larkin will not shop on Thanksgiving. Even though she lives directly behind the a Kroger supermarket, she won't even stop for a last-minute item on the way to her family feast Thursday at a sister's house.

"I want to spend the day with my family," said Larkin, 59.

But while Thanksgiving shopping refuseniks like Larkin are vocal in their complaints about the increasing encroachment into the holiday's sanctity, they may be fighting a losing battle, as retailers open early to lure shoppers on tight budgets.

Nearly one in four people responding to a recent survey by the National Retail Federation say they will shop on Thanksgiving.

Indeed, while a handful of major retailers ��like Lowe's, Von Maur, Cabela's, Costco, Sam's Club and Nordstrom Rack ��are holding out for a traditional Black Friday morning opening, an estimated 33 million people, or 23 percent of those surveyed by the retail federation, say Thanksgiving will find them in stores at some point.

5 Best Supermarket Stocks To Watch For 2015: Vitamin Shoppe Inc (VSI)

Vitamin Shoppe, Inc., incorporated on September 27, 2002, is a specialty retailer and direct marketer of vitamins, minerals, herbs, specialty supplements, sports nutrition and other health and wellness products. During the fiscal year ended December 29, 2012 (fiscal 2012), the Company marketed over 400 different brands, as well as its own brands, which include Vitamin Shoppe, BodyTech and True Athlete. The Company sells its products through two segments: retail and direct. In the Company's retail segment, the Company had a total of 286 new stores during the fiscal 2012. As of January 26, 2013, the Company operated 579 stores in 42 states, the District of Columbia, Puerto Rico and Ontario, Canada, primarily located in high-traffic regional retail centers. In the Company's direct segment, the Company sells its products directly to consumers through the Internet, primarily at www.vitaminshoppe.com. On February 14, 2013, Vitamin Shoppe Mariner, Inc. acquired Super Supplements, Inc.

Retail

The Company's retail segment includes its retail store format. Its retail stores are is located in diverse geographic and demographic markets, ranging from urban locations in New York City, to suburban locations in Plantation, Florida and Manhattan Beach, California. As of January 26, 2013, the Company leased the property for all of its 579 stores. The Company's primary warehouse and distribution center and corporate headquarters are consolidated into a leased, 230,000 square-foot facility.

Products

The Company offers a selection of vitamins, minerals, herbs, homeopathic remedies, specialty supplements, such as fish oil, probiotics, glucosamine and Co Q10, sports nutrition, weight management, as well as natural bath and beauty, pet supplements and options for a healthy home. The Company's offers includes approximately 17,500 stock keeping units (SKUs) from over 400 brands. The Company offers products to its assortment in its Vitamin Shoppe, BodyTech, True Athlete and O! ptimal Pet brands, which include products, such as Ultimate Man, Ultimate Women, Whey Tech Pro 24 and Natural Whey Protein. The Company also offers an assortment from national brands, such as Optimum Nutrition, USP Labs, Garden of Life, Cytosport, Nature's Way, Solaray and Solgar. This assortment is designed to provide the Company's customers with a selection of available product in order to help them achieve their health and wellness goals.

The vitamin and mineral product category includes multi-vitamins, which many consider to be a foundation of a healthy regimen, lettered vitamins, such as Vitamin A, C, D, E, and B-complex, along with trace minerals, such as calcium, magnesium, chromium and zinc. Certain herbs can be taken to help support specific body systems, including ginkgo to support brain activity and milk thistle to help support liver function, as well as other less common herbs, such as holy basil for stress support and blood sugar control and black cohosh for menopause support. Herbal products include whole herbs, standardized extracts, herb combination formulas and teas.

Categories of specialty supplements include omega fatty acids, probiotics and condition specific formulas. Certain specialty supplements, such as organic greens, psyllium fiber and soy proteins, are taken for added support during various life stages. Folic acid is specifically useful during pregnancy. Super antioxidants, such as coenzyme Q-10, grapeseed extract and pycnogenol, are taken to address specific conditions. High ORAC (oxygen radical absorptive capacity) fruit concentrates like gogi, mangosteen, pomegranate and blueberry are taken to prevent oxygen radical damage. Other specialty supplement formulas are focused to support specific organs, biosystems and body functions. The Company offers approximately 3,000 SKUs in sports nutrition.

The Company's other category include natural beauty and personal care, diet and weight management supplements, natural pet food, and low carb foo! ds. Natur! al beauty and personal care products offer an alternative to traditional products that often contain synthetic and/or other ingredients that the Company's customers find objectionable. The Company offers approximately 3,000 SKUs for its other category. The Company's natural pet products include nutritionally balanced foods and snacks along with condition specific supplements such as glucosamine for joint health. Its variety of diet and weight management products range from low calorie bars, drinks and meal replacements to energy tablets, capsules and liquids.

The Company competes with Vitamin World, GNC, Whole Foods, Costco, Wal-Mart, Rite-Aid, Walgreens, Amazon.com, Puritan's Pride, Vitacost.com, Bodybuilding.com, Doctors Trust, Swanson and iHerb.

Advisors' Opinion:
  • [By Jeremy Bowman]

    What: Shares of the Vitamin Shoppe (NYSE: VSI  ) were looking under the weather today, falling as much as 10% after a disappointing earnings report.

  • [By Ben Levisohn]

    Barclays upgraded share s of Vitamin Shoppe (VSI) today, expressing a confidence in management that was, well, heartwarming.

    Barclays’ analysts Meredith Adler and Sean Kras call Vitamin Shoppe’s management team “thoughtful, deliberate and disciplined” and praise their ability to diversify the business. As a result, they upgraded Vitamin Shoppe to Overweight from Equal Weight two days after Vitamin Shoppe released its earnings.

    But Adler and Kras also spent a good number of words explaining what Vitamin Shoppe isn’t–specifically, it’s not GNC Holdings (GNC):

    [Vitamin Shoppe] said it saw no fundamental change in consumer demand, nor did it feel much pressure from the bad media reports about things like multi-vitamins and fish oil, unlike GNC. [Vitamin Shoppe] has a much broader offering than GNC, however, so weakness in any one category rarely has a major impact on�[Vitamin Shoppe's] overall sales the way it does at GNC. Conversely, it benefits less when there are few very successful products. For example, diet is a far smaller part of the sales mix at�[Vitamin Shoppe] than at GNC. Last year diet had some strong products, but this year there are fewer. GNC�� comps were stronger than�[Vitamin Shoppe's] last year, but we like the stability of�[Vitamin Shoppe's] business, especially in the current environment.

    Shares of Vitamin Shoppe have gained 1.8% to $43.42 at 3:24 p.m., while GNC has risen 0.8% to $37.43.

  • [By Brian Pacampara]

    Sales growth this last quarter was up only about 6%, but net income per share was up 21%. They pay a $0.60 dividend which gives them a dividend yield of 1.4%. Their cash flow yield is 4.6%, so they could easily raise their dividend. They are by far the leader in a very fragmented industry. I believe both [Vitamin Shoppe (NYSE: VSI  ) ] and GNC will do well and I think they may make a fair pairing in a portfolio. Stability versus growth.

    They do have $1.1 billion in debt. But they generate about $200 million in cash flow a year and they have $174 million in cash, so that shouldn't be a problem. Their cash flow is very high, so in my opinion, is reason enough to believe they will beat the S&P 500 over the next ten years.

5 Best Supermarket Stocks To Watch For 2015: American Tower Corp (AMT)

American Tower Corporation is a holding company. The Company conducts its operations through its directly and indirectly owned subsidiaries and joint ventures. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its primary business includes leasing antenna space on multi-tenant communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. This business is its rental and management operations, which accounted for approximately 98% of its total revenues during the year ended December 31, 2011. It also offer tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support its site leasing business and the addition of new tenants and equipment on its sites. In January 2012, the Company merged with and into American Tower REIT, Inc.

During 2011, the Company acquired additional 125 communications sites from Telefonica Colombia. On February 1, 2011, the Company acquired 140 communications sites from VTR Banda Ancha (Chile) S.A. and its affiliates. On December 30, 2011, the Company purchased 100% interest of a subsidiary of Telefonica Moviles Chile S.A. that owned 558 communications sites. On December 14, 2011, the Company acquired control of an additional 76 existing communications sites from Cell C. On March 1, 2011, the Company acquired 100% interest of a company that owned 627 communications sites in Brazil. During 2011, the Company acquired a total of 179 communications sites and equipment in the United States. In December 2011, it announced the launch of operations in Uganda.

In the United States during 2011, the Company included the acquisition and construction of approximately 430 towers, the acquisition of approximately 2,150 property interests, the installation of approximate! ly 40 in-building and outdoor DAS networks and the installation of approximately 680 shared generators on its sites. During 2011, it expanded its international footprint, as it acquired and constructed approximately 3,230 communications sites in two new countries, Ghana and South Africa. During 2011, it also included the acquisition and construction of approximately 6,770 communications sites in its markets in Brazil, Chile, Colombia, India and Mexico. In addition, during 2011, it also acquired property interests, which it leases to communications service providers and third-party tower operators under approximately 1,810 communications sites.

As of December 31, 2011, there were approximately 21,320 towers domestically and approximately 23,900 towers internationally. The Company�� portfolio also includes approximately 260 DAS networks, which it operates in malls, casinos and other in-building applications, and select outdoor environments. In addition to the communications sites in its portfolio, the Company manages rooftop and tower sites for property owners. It also holds property interests, which is leases to communications service providers and third-party tower operators under approximately 1,810 communications sites. It conducts its international operations through its subsidiary, American Tower International, Inc., which in turn conducts operations through its various international operating subsidiaries and joint ventures. Its international operations consist of its operations in Brazil, Chile, Colombia, Ghana, India, Mexico, Peru and South Africa. It holds and operates certain of its assets through one or more taxable REIT subsidiaries (TRSs).

Rental and Management Operations

During 2011, the Company�� rental and management operations accounted for approximately 98% of its total revenues. Its tenants lease space on its communications site infrastructure, where they install and maintain their individual communications network equipment. The Company�� r! evenue is! primarily generated from tenant leases, and the annual rental payments. Its tenant leases are non-cancellable and have annual rent escalations. Its domestic rental and management segment consists of its nationwide network of communications sites that enables the Company to address the needs of national, regional, local and emerging communications service providers in the United States. Its domestic rental and management segment also includes property interests, which it leases to communications service providers and third-party tower operators. During 2011, its domestic rental and management segment accounted for approximately 72% of its total revenues.

The Company�� international rental and management segment consists of communications sites in Brazil, Chile, Colombia, Ghana, India, Mexico, Peru and South Africa. During 2011, its international rental and management segment accounted for approximately 26% of its total revenues. The Company�� rental and management operations include the operation of wireless and broadcast communications towers and DAS networks, rooftop management and the leasing of property interests. It owns and operates communications towers in the United States, Brazil, Chile, Colombia, Ghana, India, Mexico, Peru and South Africa. During 2011, approximately 98% of revenue in its rental and management segments was attributable to its communications towers.

The Company leases space on its communications towers to tenants providing a diverse range of communications services, including personal communications services, cellular, broadcasting, enhanced specialized mobile radio, worldwide interoperability for microwave access (WiMAX), paging and fixed microwave. Its domestic and international tenants include AT&T Mobility, Sprint Nextel, Verizon Wireless and T-Mobile USA, Iusacell (Mexico), Nextel International, Telefonica, MTN Group Limited and Vodafone. In addition to its communications sites, it also owns and operates DAS networks, provide communications s! ite manag! ement services to third parties and manage and/or lease property interests under carrier or other third-party communications sites.

The Company owns and operates approximately 260 DAS networks in malls, casinos and other in-building applications in the United States, Mexico and Brazil. It obtains rights from property owners to install and operate in-building DAS networks, and it grants rights to wireless service providers to attach their equipment to its installations. It also offers outdoor DAS networks as a complementary shared infrastructure solution for its tenants, and operates such networks in the United States. It provides management services to property owners in the United States. It obtains rights to manage a rooftop by entering into contracts with property owners pursuant to which it receives a percentage of occupancy or license fees paid by the wireless carriers and other tenants. It owns a portfolio of property interests in the United States under approximately 1,810 carrier or other third-party communications sites, which provides recurring cash flow under leasing arrangements.

Network Development Services

Through the Company�� network development services segment, it offers tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support its site leasing business and the addition of new tenants and equipment on its sites. During 2011, this segment accounted for approximately 2% of its total revenues. It engages in site acquisition services on its own behalf in connection with its tower development projects, as well as on behalf of its tenants. The Company offers structural analysis services to wireless carriers in connection with the installation of their communications equipment on its towers.

The Company competes with Crown Castle International Corp., SBA Communications Corporation, Indus Towers, Viom Networks and GTL.

Advisors' Opinion:
  • [By Selena Maranjian]

    Among holdings in which Douglas C. Lane increased its stake were VeriFone Systems (NYSE: PAY  ) and American Tower (NYSE: AMT  ) . VeriFone has seen its stock nearly halved over the past year, as it has repeatedly posted disappointing quarterly results and weak guidance. Indeed, results reported in June sent shares down some 20%. A board member recently bought about half a million dollars worth of shares though, signaling confidence, and bulls like a recent deal with China. With a single-digit forward P/E ratio, VerFone is seen as attractive by some, and as a possible acquisition target. Others, though, are wary, fearing that competitors will eat VeriFone's lunch.

  • [By Rich Smith]

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature a pair of upgrades for home furnishings store Pier 1 (NYSE: PIR  ) and engine technologist BorgWarner (NYSE: BWA  ) . Let's address those two real quick, before we get to the day's really big news (about American Tower (NYSE: AMT  ) ).

  • [By Selena Maranjian]

    Among holdings in which Citadel increased its stake was American Tower (NYSE: AMT  ) . With the stock averaging 25% annual gains over the past decade and a forward P/E ratio near 30, some see the real estate investment trust (REIT) as overvalued. Others still see opportunity, though, expecting growing demand for the company's towers that facilitate wireless communications. Another plus is its�rising dividend, which recently yielded 1.4%. Its international growth has also been particularly strong lately.

  • [By Michael Flannelly]

    Before the bell on Monday, analysts at Nomura Securities upgraded telecommunication tower site operator American Tower Corp (AMT) due to an industry wide upgrade of telecom tower operators, including the non-dividend paying companies SAB Comm (SBAC) and Crown Castle (CCI).

    The analysts upgraded AMT from “Neutral” to “Buy” and now see shares reaching $90, up from the previous price target of $85. This new price target suggests a 22% upside to the stock’s Friday closing price of $73.71.

    “Tower industry revenue grew over 20% in 1H13, helped by strong carrier network spending and tower acquisitions,” Nomura analyst Adam Ilkowitz noted. “On an organic basis, we believe site rental revenue growth of ~11% for the tower operators is a sign of the health of the U.S. wireless industry and elevated capital spending. After 30% portfolio growth in 2012 across the three tower operators, profitability is recovering from diluted levels. Despite a still-tepid global economy, carriers are investing in their networks to respond to consumer demands and traffic growth. With our positive outlook and upwardly revised estimates, we are increasing our target prices for AMT and SBAC both from $85 to $90 and raising AMT to a Buy. We are raising our 2014 AFFO estimates for all three operators given strong activity levels and announced acquisitions.”

    Furthermore, the analysts at Nomura lowered AMT’s fiscal 2013 adjusted funds from operations (AFFO) estimates from $3.69 to $3.65, but raised its fiscal 2014 AFFO estimates from $4.25 to $4.50.

    American Tower Corp shares were inactive during pre-market trading on Monday. The stock is up 22.83% year-to-date.

Top 10 Oil Companies To Invest In Right Now: Atech Holdings Ltd (ATH)

ATech Holdings Limited is an Australia-based company. As of June 30, 2010, the Company was engaged in the investment of its cash reserves. The Company�� controlled entities include SEAA (151 Sturt St, South Melbourne) Pty Limited and SEAA (Boronia) Pty Limited. Advisors' Opinion:
  • [By Eric Lam]

    Athabasca Oil Corp. (ATH), which is seeking a joint-venture partner for its Duvernay holdings, jumped 9.3 percent to C$7.97, the most in seven weeks.

5 Best Supermarket Stocks To Watch For 2015: Computer Sciences Corporation(CSC)

Computer Sciences Corporation provides information technology (IT) and professional services to governments and commercial enterprises. The company?s IT outsourcing services comprise operating customer?s technology infrastructure, including systems analysis, applications development, network operations, desktop computing, and data center management services; business process outsourcing; managing transactional business functions for clients, such as procurement and supply chain, call centers and customer relationship management, credit services, claims processing and logistics. It also offers cloud computing and cyber security protection services. In addition, the company provides range of services in the areas of infrastructure as a service, software as a service (SaaS), business process as a service, platform as a service, and other technologies. Further, its IT and professional services consist of systems integration, including designing, developing, implementing, and i ntegrating information systems; and management consulting, technology consulting, and other professional services, consist of advising clients on the strategic acquisition and utilization of IT and on business strategy, security, modeling, simulation, engineering, operations, change management, and business process reengineering. Additionally, the company licenses software systems, including SaaS offerings for the financial services and other industry-specific markets; and provides a range of end-to-end business solutions. It has its operations primarily in North America, Europe, Asia, and Australia. The company was founded in 1959 and is based in Falls Church, Virginia.

Advisors' Opinion:
  • [By Jon C. Ogg]

    Computer Sciences Corp. (NYSE: CSC) posted a rise in earnings, aided by lower costs and improved margins from a year ago. Its stock has recovered handily from the turnaround days, and shares were up almost 6% in the evening trading session on Tuesday, and they are indicated higher on Wednesday as well.

5 Best Supermarket Stocks To Watch For 2015: Petroleo Brasileiro S.A.- Petrobras(PBR)

Petroleo Brasileiro S.A. primarily engages in oil and natural gas exploration and production, refining, trade, and transportation businesses. The company?s Exploration and Production segment involves in the exploration, production, development, and production of oil, liquefied natural gas (LNG), and natural gas in Brazil. This segment supplies its products to the refineries in Brazil, as well as sells surplus petroleum and byproducts in domestic and foreign markets. Its Supply segment engages in the refining, logistics, transportation, and trade of oil and oil products; export of ethanol; and extraction and processing of schist, as well as holds interests in companies of the petrochemical sector in Brazil. The Gas and Energy segment involves in the transportation and trade of natural gas produced in or imported into Brazil; transportation and trade of LNG; and generation and trade of electric power. In addition, the segment has interests in natural gas transportation and d istribution companies; and thermoelectric power stations in Brazil, as well engages in fertilizer business. The Distribution segment distributes oil products, ethanol, and compressed natural gas in Brazil. The International segment involves in the exploration and production of oil and gas, as well as in supplying, gas and energy, and distribution operations in the Americas, Africa, Europe, and Asia. Further, the company involves in biofuel production business. Petroleo Brasileiro was founded in 1953 and is based in Rio de Janeiro, Brazil.

Advisors' Opinion:
  • [By Tyler Crowe and Aimee Duffy]

    There have been some mixed signals coming from Brazil's largest oil company, Petrobras (NYSE: PBR  ) . The company has been able to pick up its production numbers lately thanks to some of its idle rigs coming back on line. Also, the company seems to be lining itself up well to expand operations into the pre-salt layer, which will be auctioned off for the first time in October. The problem, though, is that the company will need to add to its already large debt load to make it happen.

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