Another blowout?
For the most part, there are big expectations for Apple's iPhone 6.
The hyperactive rumor mill, as noted by MacRumors, expects the key differentiator for the next-generation iPhone to be a larger display screen. Fortunately, there seems to be a considerable market for smartphones with displays larger than 4 inches.
10 Best Valued Stocks To Watch Right Now: ProShares Short MSCI Emerging Markets (EUM)
ProShares Short MSCI Emerging Markets (the Fund) seeks daily investment results that correspond to the inverse (opposite) of the daily performance of the MSCI Emerging Markets Index. The MSCI Emerging Markets Index adjusts the market capitalization of index constituents for free float and targets for index inclusion 85% of free float-adjusted market capitalization in each industry group in global emerging markets countries. The Fund takes positions in securities and/or financial instruments that, in combination, should have similar daily return characteristics as -100% of the daily return of the MSCI Emerging Markets Index. The MSCI Emerging Markets Index is a price return index. The Fund�� investment advisor is ProShare Advisors LLC. Advisors' Opinion:- [By Anthony Mirhaydari]
Editor�� note: This column is part of our Best Stocks for 2014 contest. Anthony Mirhaydari’s pick for the contest is the�ProShares Short MSCI Emerging Markets ETF�(EUM).
Hot Industrial Disributor Stocks To Buy For 2014: Urban Outfitters Inc.(URBN)
Urban Outfitters Inc. operates lifestyle specialty retail stores under the Urban Outfitters, Anthropologie, Free People, Terrain, and BHLDN brand names in the United States, Canada, and Europe. Its Urban Outfitters stores sell women?s and men?s fashion apparel, footwear, accessories, and gifts, as well as apartment wares, such as rugs, pillows, shower curtains, books, candles, and novelties to young adults aged 18 to 28; and Anthropologie stores provide women?s casual apparel and accessories, shoes, gifts, and decorative items, as well as home furnishings, including furniture, rugs, lighting, antiques, table top items, and bedding to women aged 28 to 45. The company?s Free People stores primarily offer Free People branded merchandise mix of casual women?s apparel, intimates, shoes, accessories, and gifts to young contemporary women aged 25 to 30; Terrain store provides lifestyle home and garden products, antiques, live plants, flowers, wellness products, and accessori es, as well as landscape and design service solutions; and BHLDN store offers a range of weeding collections consisting of wedding gowns, bridesmaid frocks, party dresses, assorted jewelry, headpieces, footwear, lingerie, and decorations. As of January 31, 2012, it operated 197 Urban Outfitters stores, 168 Anthropologie stores, 62 Free People stores, 1 Terrain garden center, and 1 BHLDN store. The company also operates a wholesale business under the Free People brand name that distributes apparel to other retailers and department stores in the United States. In addition, it markets its brands directly to consumers through its e-commerce Websites, including urbanoutfitters.com, anthropologie.com, freepeople.com, urbanoutfitters.co.uk, urbanoutfitters.de, urbanoutfitters.fr, anthropologie.eu, shopterrain.com, and bhldn.com, as well as through its Urban Outfitters, Anthropologie, and Free People catalogs. The company was founded in 1970 and is based in Philadelphia, Pennsylvani a.
Advisors' Opinion:- [By Dan Caplinger]
The real challenge Aeropostale faces isn't from Abercrombie or American Eagle, both of which have also struggled. Rather, companies like Urban Outfitters (NASDAQ: URBN ) and H&M have hammered on the retail segment, with Urban Outfitters in particularly having finally come back into style after a long period of relative stagnation. One secret to Urban Outfitters' success has been coming up with different store concepts that target several different lucrative demographic groups, helping it diversify and avoid the challenges that focusing on a single group can bring.
- [By Dan Moskowitz]
Urban Outfitters (NASDAQ: URBN ) is another similar player. However, it targets a wider array of consumers through its various brand stores, including Urban Outfitters (18-28 demographic), Free People (25-30), and Anthropologie (28-45). Like Express, Urban Outfitters is slowly expanding its store base. Also like Express, Urban Outfitters saw an impressive earnings improvement in the second quarter. In this case, EPS increased 21% to $0.51 thanks to optimized inventory and lower merchandise markdowns.
Hot Industrial Disributor Stocks To Buy For 2014: Guggenheim Invest S&P MidCap 400 Pure Value ETF (RFV)
Guggenheim S&P MidCap 400 Pure Value ETF (the Fund) seeks to replicate as closely as possible the performance of the S&P MidCap 400/Citigroup Pure Value Index (the Index). The Index is narrow in focus, containing only those S&P MidCap 400 companies with strong value characteristics as selected by Standard & Poor��.
The Fund uses a passive management strategy to track the performance of the Index. The Fund invests in substantially all of the securities in the Index in approximately the same proportions as in the Index. The Fund's investment advisor is Rydex Investments.
Advisors' Opinion:- [By Holly LaFon]
Whitney George is Director of Investments, Managing Director, and a Portfolio Manager of Royce & Associates, LLC, investment advisor to The Royce Funds. He serves as portfolio manager for Royce Premier Fund (RPR), Royce Low-Priced Stock Fund (RLP), Royce Global Value Fund (RGV), Royce SMid-Cap Value Fund (RSV), and Royce Focus Trust (FUND). He also serves as assistant portfolio manager for Royce Micro-Cap Fund (RMC), Royce Value Fund (RVV), Royce Value Plus Fund (RVP), Royce Focus Value Fund (RFV), and Royce Capital Fund ��Micro-Cap Portfolio (RCM). Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.
Hot Industrial Disributor Stocks To Buy For 2014: NextEra Energy Inc. (NEE)
NextEra Energy, Inc., through its subsidiaries, engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. As of December 31, 2010, NextEra Energy had approximately 43,000 mega watts of generating capacity. The company involves in the generation of renewable energy from wind and solar projects. It also generates electricity through natural gas, nuclear, oil and coal, and hydro power plants. The company serves approximately 8.7 million people through approximately 4.5 million customer accounts in the east and lower west coasts of Florida. In addition, it leases wholesale fiber-optic network capacity and dark fiber to telephone, wireless carriers, Internet, and other telecommunications companies. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in May 2010. NextEra Energy, Inc. was founded in 1984 and is headquartered in Juno Beach, Florida.
Advisors' Opinion:- [By Justin Loiseau]
Ameren (NYSE: NEE ) and Exelon (NYSE: EXC ) both operate utilities in the Prairie State, and both have been longtime backers of Senate Bill 9.
- [By Maxx Chatsko]
Such a tax would act as the ultimate motivation for power generation companies and dirty industrial processes to invest in cleaner, perhaps renewable technologies. Consider that the production tax credit -- a relatively modest subsidy aiding renewable power sources gain market share -- allowed companies such as NextEra (NYSE: NEE ) to boost American wind generation from just 6 billion kilowatt hours (kWh) in 2000 to 140 billion kWh in 2012. NextEra now has more than 10,000 megawatts (MW) of wind capacity, which makes up 55% of its total portfolio. Imagine what a carbon tax would force the industry to do.�
- [By David Dittman]
NextEra Energy Inc (NYSE: NEE) is a large, well-managed integrated utility with a robust distribution system.
It serves a growing regulated service territory under a constructive regulatory regime. It�� also modernizing its grid and developing renewable technologies. In fact NextEra is the biggest producer of renewable energy in the US.
Hot Industrial Disributor Stocks To Buy For 2014: iShares 10-20 Year Treasury Bond ETF (TLH)
iShares Lehman 10-20 Year Treasury Bond Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the long-term sector of the United States Treasury market as defined by the Lehman Brothers 10-20 Year U.S. Treasury Index (the Index). The Index includes all publicly issued, the United States Treasury securities that have a remaining maturity of greater than or equal to 10 years and less than 20 years, and have $250 million or more of outstanding face value. In addition, the securities must be denominated in United States dollars, and must be fixed-rate and non-convertible securities. Excluded from the Index are certain special issues, such as flower bonds, targeted investor notes, and state and local government series bonds, and coupon issues that have been stripped from assets that are already included in the Index. The Fund generally will invest at least 95% of its assets in the United States Government bonds.
The Index is a market capitalization-weighted index. The Fund invests in a representative sample of the securities in the Index, which has a similar investment profile as the Index. The Fund�� investment advisor is Barclays Global Fund Advisor.
Advisors' Opinion:- [By Mary Anne & Pamela Aden]
The ones we like best and recommend buying are the iShares 20+ year Treasury Bond (TLT), the iShares 10-20 year Treasury Bond (TLH), Proshares Ultra 20+ year Treasury (UBT) and Pimco Intermediate Muni Bond strategy ETF (MUNI).
- [By Donald van Deventer]
Long-duration Treasury Exchange-Traded Funds: (TLH), , (IEF), (DTYL), (DLBL), (ILTB), (TENZ), (ITE), (TLO), (EDV), (VGIT), (VGLT), (TMF), (TYD), (LBND), (UBT), (UST), (TMV), (TYO), (DSTJ), (DSXJ), (SBND), (PST), (DTYS), (DLBS), (TBF), (TTT), (TYNS), (TYBS), (TBX).
Hot Industrial Disributor Stocks To Buy For 2014: Teekay Lng Partners L.P.(TGP)
Teekay LNG Partners L.P. provides marine transportation services for liquefied natural gas, liquefied petroleum gas, and crude oil worldwide. It transports liquid petroleum gases, including propane, butane, and methane; petrochemical gases comprising ethylene, propylene, and butadiene; and ammonia. The company provides its services through a time-charter or bareboat charter contract basis. As of August 16, 2011, it operated a fleet of 21 LNG carriers, including 1 LNG regasification unit; 5 LPG/multigas carriers; and 11 conventional tankers. Teekay GP L.L.C. serves as the general partner of Teekay LNG Partners L.P. The company was founded in 2004 and is headquartered in Hamilton, Bermuda. Teekay LNG Partners L.P. is a subsidiary of Teekay Corporation.
Advisors' Opinion:- [By Taylor Muckerman]
One segment of energy transportation on the high seas that has shown investors that tankers can still deliver on Wall Street has been liquefied natural gas, LNG, tankers. Teekay LNG Partners (NYSE: TGP ) and Golar LNG Partners (NASDAQ: GMLP ) have both churned out returns north of 15% in the past year along with paying investors more than 6% in distributions just for owning shares. As LNG exporting becomes a bigger part of global energy trade both of these companies stand to benefit. While there has only been approval for two LNG exporting facilities in the U.S., there are many others with applications submitted. Combined with countless other plans around the world, the prospects look rather bright.
- [By Robert Rapier]
The two Marine Transportation MLPs that are taxed as MLPs are Dynagas LNG Partners (Nasdaq: DLNG) and Teekay LNG Partners (NYSE: TGP). The latter has 29 LNG carriers, and has already agreed to charter two of its ships to the first US LNG export venture. We actually favor TGP over GMLP.
- [By Taylor Muckerman and Joel South]
Aside from the potential growth in exports from North America, Australia looks to be the largest contributor to the growth of natural gas finding its way into the international trade market. Transportation of natural gas chilled to temperatures as low as -260 degrees Fahrenheit certainly requires a high degree of skilled execution. That's where Teekay LNG Partners (NYSE: TGP ) enters the picture. With a fleet much younger than the industry average and a distribution over 6%, it could be a great second-degree play on the coming trend.
Hot Industrial Disributor Stocks To Buy For 2014: The Blackstone Group L.P.(BX)
The Blackstone Group, L.P., together with its subsidiaries, provides alternative asset management and financial advisory services worldwide. The company operates in five segments: Private Equity, Real Estate, Hedge Fund Solutions, Credit Businesses, and Financial Advisory. The Private Equity segment involves in private equity investing through five general private equity funds and one specialized fund focusing on communications-related investments. This segment engages in various transactions comprising leveraged buyout acquisitions of seasoned companies, transactions involving growth equity or start-up businesses in established industries, minority investments, corporate partnerships, distressed debt, structured securities, and industry consolidations. The Real Estate segment manages general opportunistic real estate funds and internationally focused opportunistic real estate funds. This segment also has debt investment funds targeting non-controlling real estate debt-rel ated investment opportunities in the public and private markets, primarily in the United States and Europe. The Hedge Fund Solutions segment manages funds of hedge funds, and Indian-focused and Asian-focused closed-end mutual funds. The Credit Businesses segment manages credit-oriented funds, CLOs, credit-focused separately managed accounts, and publicly registered debt-focused investment companies. The Financial Advisory segment offers financial and strategic advisory, including corporate finance, and mergers and acquisitions advice; restructuring and reorganization advisory; and fund placement services for alternative investment funds. Blackstone Group Management L.L.C. operates as the general partner of the company. The Blackstone Group, L.P. was founded in 1985 and is headquartered in New York, New York.
Advisors' Opinion:- [By Teresa Rivas]
Blackstone (BX) reported a better-than-expected first quarter on Thursday, logging its most profitable quarter ever.
The private equity firm said it earned $814 million, or 70 cents a share, up from 55 cents a share in the year-earlier period and well ahead of the consensus estimate of 57 cents.
Revenue rose 19.9% to $1.51 billion, also above the $1.3 billion analysts were expecting.
Distributable earnings rose 24% year over year in the first quarter, as total assets under management climbed 25%, thanks to double-digit increases across all of its investing businesses. Fee revenues for its real estate business were up 18%, while its hedge fund securities unit saw revenues increase 16%.
Analysts were largely upbeat about the quarter. Citigroup�� William Katz reiterated a Buy rating and $40 price target on the stock, writing that the market continues to undervalue the sustainability and diversity of the firm�� growing assets under management: ��t is clear BX is firing across capital raising and dry powder deployment while benefiting from an acceleration in the realization cycle. Moreover, BX�� strategic positioning continues to strengthen and BCP V is approaching a carry position which should drive a step function in ENI and DE and thus distributions, in our view.��/p>
Sandler O��eill�� Michael Kim and James Howley reiterated a Buy rating on the stock and $37 price target, writing that realizations remain robust, fund raising has never been stronger, and the firm is increasingly leveraging its global scale: ��t a high level, we think today�� news further validate momentum continues to build across the franchise. Put another way, activity levels remain high across fundraising, deal flow, and realizations setting the stage for concurrent growth in AUM (up 25% year-over-year) and distributable earnings. In turn, we look for ongoing realization activity to power a ramp up in distributable earnings (and therefore distribut
- [By MONEYMORNING.COM]
In the fourth deal of its kind, Blackstone Group L.P.'s (NYSE: BX) subsidiary Invitation Homes will close on almost a billion dollars' worth of real estate owned (REO)-to-rental credit-enhanced structured securities on May 30th.
- [By Amanda Alix]
The investment-to-REIT model is alive and well
Before the very end of last year, those involved in the single-family purchase and rental business were largely private equity groups�like the Blackstone Group (NYSE: BX ) , Colony Financial (NYSE: CLNY ) , and Oaktree Capital (NYSE: OAK ) , which bought up distressed properties by the truckload.
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