Thursday, March 12, 2015

Best Performing Stocks To Invest In Right Now

Ray Dalio is the founder of the world's largest and best-performing hedge fund in 2011, Bridgewater Associates. The letter was created October 31, 2008 and updated March, 2012:

The economy is like a machine. At the most fundamental level it is a relatively simple machine, yet it is not well understood. I wrote this paper to describe how I believe it works. My description is not the same as conventional economists' descriptions so you should decide for yourself whether or not what I'm saying makes sense. I will start with the simple things and build up, so please bear with me. I believe that you will be able to understand and assess my description if we patiently go through it.

How the Economic Machine Works: "A Transactions-Based Approach"

An economy is simply the sum of the transactions made and a transaction is a simple thing. A transaction consists of the buyer giving money (or credit) to a seller and the seller giving a good, a service or a financial asset to the buyer in exchange. A market consists of all the buyers and sellers making exchanges for the same things ��e.g., the wheat market consists of different people making different transactions for different reasons over time. An economy consists of all of the transactions in all of its markets. So, while seemingly complex, an economy is really just a zillion simple things working together, which makes it look more complex than it really is.

5 Best Beverage Stocks To Watch Right Now: NetScout Systems Inc.(NTCT)

NetScout Systems, Inc. engages in the design, development, manufacture, marketing, sale, and support of unified service delivery management, service assurance, and application and network performance management solutions worldwide. It offers nGenius Service Assurance Solution, an integrated unified service delivery management platform that provides application and service performance intelligence to enable organizations to assure network and application performance and user experience. This solution?s capabilities include intelligent early warning and service visualization, packet-level forensic analysis, planning and optimization, and service and policy validation, as well as network, application, and service performance management. The company also provides Sniffer Analysis software suite that offers a direct connection to nGenius InfiniStream appliances for forensic analysis and packet data mining to exploit the information contained within network packets; and a view i nto IP network packets revealing granular information about network and application interactions, response time, and latency metrics. In addition, NetScout Systems, Inc. offers Sniffer Portable Analyzer product family that provides portable network and application analysis capabilities for field deployments. The company?s solutions support a range of enterprise information technology operations and are deployed by telecommunication service providers. It markets and distributes its products through direct sales force, as well as through strategic channel partners, including distributors, value added resellers, and systems integrators to financial, healthcare, manufacturing, retail, technology, utilities, education, and the public sectors. The company was founded in 1984 and is headquartered in Westford, Massachusetts.

Advisors' Opinion:
  • [By Seth Jayson]

    There's no foolproof way to know the future for NetScout Systems (Nasdaq: NTCT  ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.

  • [By josieclarks]

    Posted-In: Markets

      Around the Web, We're Loving... Learn to Use Trading Platforms Like Hedge Fund Traders do Rumsfeld: Denial of Benefits to Fallen Soldiers' Families 'Inexcusable' Come See How the Pro's Trade in this Exclusive Webinar Facebook, Baidu Lead Big Caps Beating Shutdown What Should You Know About AMZN? Most Popular UPDATE: So

Best Performing Stocks To Invest In Right Now: Fortune Brands Home & Security Inc (FBHS)

Fortune Brands Home & Security, Inc., incorporated on June 9, 1988, is engaged in home and security products with companies focused on the design, manufacture and sale of products in Kitchen & Bath Cabinetry, Plumbing & Accessories, advanced material windows & entry door Systems, and security and storage products. The Company operates through four business segments: Kitchen & Bath Cabinetry, Plumbing & Accessories, Advanced Material Windows & Door Systems, and Security & Storage. The Kitchen & Bath Cabinetry segment manufactures custom, semi-custom, and stock cabinetry for the kitchen, bath, and other areas of the home. Plumbing & Accessories segment manufactures and assembles faucets, accessories, and kitchen sinks. The Advanced Material Windows & Door Systems segment manufactures and sells fiberglass and steel entry door systems. The Security & Storage segment provides locks, safety, and security devices and electronic security products. In June 2013, Fortune Brands Home & Security Inc completed the acquisition of WoodCrafters Home Products.

Kitchen & Bath Cabinetry

The Company�� Kitchen & Bath Cabinetry segment�� products includes brand names, such as Aristokraft, Omega, Kitchen Craft, Schrock, Diamond, HomeCrest, Decora, Kemper, Thomasville and Martha Stewart Living. Principally all of this segment�� sales are in North America. The Company sells directly to kitchen and bath dealers, home centers, wholesalers and builders. During the year ended December 31, 2012, sales to The Home Depot and Lowe's consisted of approximately 32% of net sales of the Kitchen & Bath Cabinetry segment.

The Company competes with Masco and American Woodmark.

Plumbing & Accessories

The Plumbing & Accessories segment manufactures accessories and kitchen sinks in North America, China and India, predominantly under the Moen brand. The sells its Plumbing & Accessories products principally in the United States and Canada. It also sells them in China, India, ! Mexico, South America and Southeast Asia. It sells directly through its own sales force and indirectly through independent manufacturers��representatives, primarily to wholesalers, home centers, mass merchandisers and industrial distributors. During 2012, sales to The Home Depot and Lowe's consisted of approximately 29% of net sales of the Plumbing & Accessories segment.

The Company competes with Delta, Kohler, Pfister and American Standard.

Advanced Material Windows & Door Systems

The Company�� Advanced Material Windows & Door Systems segment manufactures fiberglass and steel entry door systems, vinyl-framed window and patio doors, and urethane millwork product lines. Therma-Tru products include fiberglass and steel residential entry door and patio door systems, primarily for sale in the United States and Canada. Simonton brand of vinyl-framed windows and patio doors are mainly manufactured and sold in the United States. The segment�� principal customers are home centers, millwork building products and wholesale distributors, and specialty dealers that provide products to the residential new construction market, as well as to the remodeling and renovation markets. During 2012, sales to The Home Depot and Lowe�� comprised approximately 17% of net sales of the Advanced Material Windows & Door Systems segment.

The Company competes with Masonite, JELD-WEN and Plastpro, Silverline, Atrium and Milgard.

Security & Storage

The Company�� Security & Storage segment consists of locks, safety and security devices, and electronic security products manufactured, sourced and distributed by Master Lock and tool storage and garage organization products manufactured by Waterloo. The segment sells products principally in the United States Canada, Europe, Australia and Central America. Master Lock manufactures and sells key-controlled and combination padlocks, bicycle and cable locks, built-in locker locks, door hardware, automotive, t! railer an! d towing locks, and other specialty safety and security devices. Master Lock sells products for consumer use to hardware and other retail outlets, wholesale distributors and home centers, industrial and institutional users, original equipment manufacturers and retail outlets. During 2012, Security & Storage sales to international markets comprised approximately 20% of sales.

Waterloo manufactures tool storage and garage organization products, steel toolboxes, tool chests, workbenches and related products. Waterloo primarily sells to Sears retail stores. In addition, Waterloo sells under the Waterloo and private-label brand names to specialty industrial and automotive dealers, mass merchandisers, home centers and hardware stores.

The Company competes with Asian importers, Homak, Stanley Black & Decker, Snap-On, Kennedy, Stack-On and others in the metal storage segment and with Stanley Black & Decker, Keter, Newell Rubbermaid

Advisors' Opinion:
  • [By Joseph Gacinga]

    Another notable case is the spinoff of Fortune Brands Home & Security (NYSE: FBHS  ) from Beam (NYSE: BEAM  ) in 2011. Fortune Brands Home & Security shares have climbed at a much faster clip than Beam's shares since then.

  • [By Marc Bastow]

    Home security products distributor Fortune Brands Home and Security (FBHS) raised its quarterly dividend 20% to 12 cents per share, payable on March 19 to shareholders of record as of Feb. 28.
    FBHS Dividend Yield: 1.13%

  • [By John Udovich]

    After the bedroom, the kitchen is probably the place where we spend the most time awake in our homes with small cap kitchen stocks Caesarstone Sdot-Yam Ltd (NASDAQ: CSTE) and American Woodmark Corporation (NASDAQ: AMWD) along with diversified midcap Fortune Brands Home & Security Inc (NYSE: FBHS) all putting in a good performance. After all, any sort of housing recovery with more new homes being sold will�help kitchen stocks and so will increased sales of older or foreclosed homes that need to have their kitchens remodeled. But which is the better kitchen stock for investors? Here is�closer look at all three:

Best Performing Stocks To Invest In Right Now: Lands End Inc (LE)

Lands��End, Inc. (Lands��End), incorporated on August 19, 1986, is a multi-channel retailer of casual clothing, accessories and footwear, as well as home products. The Company offers products through catalogs, online at www.landsend.com and affiliated specialty and international Websites, and through retail locations, primarily at Lands��End Shops at Sears and standalone Lands��End Inlet stores. The Company operates in two segments: Direct and Retail, and it offers merchandise that includes men��, women�� and kids��apparel, outerwear and swimwear; specialty apparel; accessories; footwear; and home products. In addition, Lands��End Business Outfitters offers business casual apparel and a variety of promotional products that can be embroidered to enhance a partner company�� image. The Lands��End School Uniform business provides school uniforms and school-appropriate clothing designed to meet dress-code requirements.

Lands��End Direct

The Company�� Direct business sells its products through its United States and international e-commerce websites and through direct mail catalogs. The customers can choose from several ordering methods- Internet, phone, mail, or in-store computer kiosks. The Company also offers specialty services, such as monogramming, embroidery and hemming pants to length. It also operates three call centers out of Dodgeville, Reedsburg and Stevens Point, Wisconsin. Its customer care representatives are available 24 hours a day, seven days a week and 364 days a year. The Company�� apparel sales include men��, women�� and kids��apparel, footwear and accessories. It offers a full range of fits from Petites to Plus for women, Slim to Husky for kids and Big and Tall for men. The Company�� Lands��End Canvas collection focuses on updating the Lands��End heritage pieces with tailored fits, designs and fabrics throughout the line. Through its Lands��End Business Outfitters and School Uniform businesses, it offers tailored and busi! ness casual apparel for office wear, trade shows and company events and uniforms and school-appropriate clothing designed to meet dress-code requirements.

Lands��End Retail

The Company�� Retail business sells products and services through standalone Lands��End Inlet stores and dedicated Lands��End Shops at Sears across the United States. Each Lands��End Shop at Sears features Lands��End products, personalized service, enhanced visuals and a shopping lounge where customers can search all of its offerings through the Internet and its catalog. The Company�� Lands��End Shops at Sears offer a selection of products for men, women and kids and select stores offer footwear and products for the home.

Advisors' Opinion:
  • [By Rich Bieglmeier]

    Two directors and a beneficial owner (10% or more) of Lands' End, Inc. (LE) opened their checkbooks and signed on the bottom line last week.

    [Related -Sears Holdings Corp (SHLD): Speculating on a Huge Insider Bet]

  • [By Matt Egan]

    Last month, Sears revealed its ninth straight quarterly loss amid deep discounting. The company was forced to raise $500 million earlier this year by spinning off Lands' End (LE).

  • [By Craig Jones]

    Worth said that the stock significantly underperformed peers in the last two months. While American Eagle Outfitters (NYSE: AEO) and Family Dollar Stores, Inc. (NYSE: FDO) gained 38.5 and 28 percent, respectively, Amazon.com, Inc. fell 0.6 percent. Lands' End, Inc. (NASDAQ: LE) also did much better than Amazon.com, Inc., with an increase in price of 23.1 percent and Kohl's Corporation (NYSE: KSS) managed to gain 19.5 percent. Ross Stores, Inc. (NASDAQ: ROST) jumped 17.9 percent and Foot Locker, Inc. (NYSE: FL) added 15.8 percent. The weakness in 2014 is a concern for Carter Worth because between 2009 and 2014 Amazon.com, Inc. outperformed the market and the retail space.

  • [By James Brumley]

    Another decline in quarterly revenue came as no surprise when Sears Holdings (SHLD) reported first quarter results on Thursday morning. The retailer has been shedding revenue-bearing properties like Lands’ End (LE) in earnest for about three years now, while simultaneously axing operational stores; 80 more stores have been or will be closed in 2014.

Best Performing Stocks To Invest In Right Now: Martin Midstream Partners L.P.(MMLP)

Martin Midstream Partners L.P. collects, transports, stores, and markets petroleum products and by-products in the United States Gulf Coast region. The company?s Terminalling and Storage segment owns or operates 27 marine shore based terminal facilities and 12 specialty terminal facilities that provide storage, processing, and handling services for producers and suppliers of petroleum products and by-products, lubricants, and other liquids, including the refining of various grades and quantities of naphthenic lubricants and related products. This segment also offers land rental services to oil and gas companies, and storage and handling services for lubricants and fuel oil. The Natural Gas Services segment is involved in the gathering and processing of natural gas, and distribution of natural gas liquids (NGLs). This segment owns 1 NGL pipeline; and 3 NGL supply and storage facilities, as well as has ownership interests in approximately 719 miles of gathering and transmis sion pipelines located in the natural gas producing regions of east Texas, Northwest Louisiana, the Texas Gulf Coast and offshore Texas and federal waters in the Gulf of Mexico. The Sulfur Services segment processes and distributes sulfur produced by oil refineries that is primarily used in the production of fertilizers and industrial chemicals. This segment own and operates 6 sulfur-based fertilizer production plants, and 1 emulsified sulfur blending plant that manufacture sulfur-based fertilizer products for wholesale distributors and industrial users; 1 sulfuric acid production plant that processes molten sulfur into sulfuric acid; and 1 ammonium sulfate production plant that processes sulfuric acid into ammonium sulfate. The Marine Transportation segment utilizes a fleet of 41 inland marine tank barges, 20 inland push boats, and 4 offshore tug barge units that transport petroleum products and by-products. The company was founded in 2002 and is based in Kilgore, Texas.

Advisors' Opinion:
  • [By Alyssa Oursler]

    This mega-trend is hardly news, and it can be played from all angles. One especially promising option: Martin Midstream Partners (MMLP).

    This master limited partnership�cleans up, stores and transports gas — essentially collecting a “toll” on the gas that passes through its pipelines, then passing most of that toll along to shareholders per its MLP status. The current result of that setup: a mouth-watering 6.7% yield.

  • [By Jonas Elmerraji]

    Today, we're starting small with Martin Midstream Partners (MMLP), a $1.2 billion firm that transports and stores natural gas and sulfur. Shares of MMLP have had a stellar year in 2013, rallying more than 47% since the calendar flipped over to January -- and this stock's technicals point to even higher ground in the second half.

    That's because MMLP is currently forming an ascending triangle pattern, a technical setup that's formed by horizontal resistance above shares at $46 and uptrending support to the downside. Basically, as MMLP bounces in between those two technical price levels, it's getting squeezed closer and closer to a breakout above that $46 resistance level. When that breakout happens, we've got a buy signal for shares.

    Confirmation is going to be important to watch in MMLP. This stock has popped above $46 intraday in the past, only to fall back down to close within the pattern. Waiting for a close above $46 followed by a consecutive open above it greatly reduces the possibility of a bull trap in this stock.

  • [By Robert Rapier]

    The index includes everything from behemoths like Enterprise Product Partners (NYSE: EPD) and Kinder Morgan Energy Partners (NYSE: KMP) down to a pair with market capitalizations under $1 billion in Martin Midstream Partners (NASDAQ: MMLP) and Navios Maritime Partners (NYSE: NMM). The total market cap of the index is $328 billion, and its one-, three- and five-year total returns are 20 percent, 48 percent and 194 percent. The index yield is 6 percent.

Best Performing Stocks To Invest In Right Now: Multi-Fineline Electronix Inc.(MFLX)

Multi-Fineline Electronix, Inc. engages in the engineering, design, and manufacture of flexible printed circuit boards and related component assemblies for the electronics industry. The company offers integrated flexible printed circuits and component assembly solutions, such as design and application engineering, prototyping, high-volume fabrication, component assembly, and testing. It serves original equipment manufacturer and electronic manufacturing service providers in various sectors of the electronics industry, such as mobile phones and smart phones, tablets, consumer products, portable bar code scanners, computer/data storage, and medical devices. The company operates in the United States, China, Singapore, Malaysia, and the United Kingdom. Multi-Fineline Electronix, Inc. was founded in 1984 and is headquartered in Anaheim, California. Multi-Fineline Electronix, Inc. is a subsidiary of WBL Corporation Limited.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Multi-Fineline Electronix (Nasdaq: MFLX  ) , whose recent revenue and earnings are plotted below.

Best Performing Stocks To Invest In Right Now: CBOE Holdings Inc.(CBOE)

CBOE Holdings, Inc., through its subsidiaries, operates markets for the execution of transactions in exchange-traded options. The company offers marketplaces for trading of options on individual equities, various market indexes, exchange-traded notes, and exchange-traded funds, as well as futures contracts and cash equities. It has strategic relationships with Standard & Poor's Corporation; Dow Jones & Co.; NASDAQ; and Frank Russell Co. The company was founded in 1973 and is based in Chicago, Illinois.

Advisors' Opinion:
  • [By Lauren Pollock]

    CBOE Holdings Inc.(CBOE) said it will pay a special cash dividend that will cost nearly $44 million, while the U.S. options exchange operator also boosted its stock buyback authorization by an additional $100 million.

  • [By Roberto Pedone]

    Another stock that looks ready to trigger a near-term trade is CBOE Holdings (CBOE), which is engaged in the trading of options on individual equities, market indexes and exchange-traded funds. This stock has been on fire so far in 2013, with shares up sharply by 56%.

    If you take a look at the chart for CBOE Holdings, you'll notice that this stock recently formed a triple bottom chart pattern at $44.44, $44.58 and $44.86 a share. Following that bottom, shares of CBOE have started to uptrend modestly and move within range of taking out some key near-term overhead resistance levels.

    Traders should now look for long-biased trades in CBOE if it manages to break out above some near-term overhead resistance at $46.98 a share and then once it takes out its 50-day moving average of $46.98 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 612,798 shares. If that breakout hits soon, then CBOE will set up to re-test or possibly take out its next major overhead resistance levels at $49.59 a share to its 52-week high at $51.12 a share. Any high-volume move above $51.12 will then give CBOE a chance to tag $60 to $65 a share.

    Traders can look to buy CBOE off any weakness to anticipate that breakout and simply use a stop that sits right below $44 a share. One could also buy CBOE off strength once it takes out those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Best Performing Stocks To Invest In Right Now: Heidelberger Druckmaschinen AG (HDD)

Heidelberger Druckmaschinen AG is a German producer of solutions for the print media industry. The Company divides its activities into the three business segments Heidelberg Equipment, Heidelberg Services as well as Heidelberg Financial Services. Its product portfolio includes the prepress area with the Suprasetter product family; the press area, which comprises Speedmaster product families, that are used for classical offset printing, as well as for special applications, such as ultraviolet (UV) printing; as well as the postpress area, that includes cutters, folders, saddle stitchers, adhesive binders, die-cutting products, folding carton gluing machines and label systems. The Company also offers a range of spare parts and used equipment, as well as training programs and its own printing process automation software, Prinect. As of December 31, 2011, the Company operated three domestic subsidiaries and a number of foreign subsidiaries in Europe, Africa, Asia and Brazil, among others. Advisors' Opinion:
  • [By Inyoung Hwang]

    Heidelberger Druckmaschinen AG (HDD) jumped 14 percent to 2.20 euros, its biggest gain since February 2009, as it announced a digital partnership with Fujifilm Corp. Under the terms of the agreement, Heidelberger Druck will gain access to Fujifilm�� inkjet technology and its partner will in return benefit from the German company�� engineering and manufacturing activities, Heidelberger Druck said.

  • [By ICRAOnline]

    Second-quarter revenue dropped 3.8% to $3.53 billion due to weakening hard disk drive (HDD) demand, reflecting the continuous slump in the PC industry. And even though low-cost and reliable HDDs are demanded by the burgeoning cloud storage space, Seagate�� high-margin HDD sales were poorer than expectations. On the flip side, demand for HDDs from consumer electronics, external storage and network-attached storage areas progressed well.

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