Top 5 Warren Buffett Stocks To Own For 2015

Howard W. Buffett (left) and Alex Rozek near Columbia University

(Fortune) It took getting into the family business -- giving away money -- for Howard Warren Buffett and Alex Buffett Rozek to feel close, more like brothers than the second cousins that they are. Alex, who is 34, was first exposed to philanthropy through his grandmother (and big sister to Warren) Doris Buffett. Doris was in the habit of donating $10,000 to college classes on giving, then watching as the students determined how best to distribute the money to the community -- teaching by doing. Alex helped his grandmother with her gifts, but when great-uncle Warren announced he was giving away his fortune in 2006, the explosion of interest in the family's philanthropic concerns turned Alex's assistance into more than he could handle on his own. He called his second cousin.

Howard had just finished working for Obama's campaign, and he thought they could apply a similar social media strategy to organize interest in Doris's program. They formed the Learning by Giving Foundation in 2011. Alex became its president and asked Howard to join the board. They've since launched a MOOC -- massive open online course -- to expand the foundation's reach and fund the best ideas developed during the class.

Top 5 Warren Buffett Stocks To Own For 2015: M.D.C. Holdings Inc. (MDC)

M.D.C. Holdings, Inc., through its subsidiaries, engages in homebuilding and financial services businesses in the United States. Its homebuilding business activities include the purchase of finished lots or development of lots for the construction and sale of single-family detached homes to first-time and first-time move-up homebuyers under the Richmond American Homes name. The company�s financial services business activities comprise the origination of mortgage loans primarily for homebuyers; provision of third-party insurance products to homebuyers; and title agency services to homebuyers in Colorado, Florida, Maryland, Nevada, and Virginia. It also provides insurance coverage on homes sold and for work performed in completed subdivisions; and re-insures the claims. M.D.C. Holdings, Inc. was founded in 1972 and is based in Denver, Colorado.

Advisors' Opinion:

• [By Morgan Housel]

  1.�Homebuilders have pricing power and are building again. They're constrained (amazingly) by labor shortages, but new-home construction is up 40% in the last year, and homebuilder confidence is at a seven-year high. As MDC Holdings (NYSE: MDC  ) CEO Larry Mizel put it earlier this year:

• [By Charley Blaine]

  Among the losers: AIG, down 6.9 percent; gold-miner Newmont Mining (NYSE: NEM), down 4.7 percent; and homebuilder M.D.C. Holdings (NYSE: MDC), down 1.37 percent.

• [By Ben Levisohn]

  Combine that with an ever-so-slightly lower 10-year yield and you have a recipe for a housing rally. Hovnanian has gained 2.8% to $5.18, but that was nothing compared to other gainers today. PulteGroup (PHM) has jumped 8.1% to $16.73, MDC Holdings (MDC) has risen 7% to $29.59, D.R. Horton (DHI) has climbed 6.6% to $19.30 and the Ryland Group (RYL) is up 5.9% at $37.98.

• [By Morgan Housel]

  Larry Mizel, CEO, MDC Holdings (NYSE: MDC  ) :

  So I think that the United States is in a unique place where it's a safe haven for capital. As we look around the world, there's not a lot of safe havens. And so housing benefits from the pent-up demand. It benefits from the low interest rates. And the home value and the affordability, as you know that the affordability is well imbalanced, and there seems to be room to run between the cost and what the affordability index would anticipate. And so I think the industry is working hard to expand to meet the demand and the needs of the buyer. We're creating jobs, which is great for our country. We're helping the GDP, which is certainly lacking in many areas. So I think the aggregate impact of providing housing and value is working out very well for everyone.

Top 5 Warren Buffett Stocks To Own For 2015: Paychex Inc.(PAYX)

Paychex Inc., together with its subsidiaries, provides payroll, human resource, and benefits outsourcing solutions for small-to medium-sized businesses in the United States and Germany. It offers payroll processing services, including calculation, preparation, and delivery of employee payroll checks; production of internal accounting records and management reports; preparation of federal, state, and local payroll tax returns; and collection and remittance of clients? payroll obligations. The company also provides payroll tax administration services; employee payment services; and regulatory compliance services, such as new-hire reporting and garnishment processing. Its human resource outsourcing services include payroll, employer compliance, human resource and employee benefits administration, risk management outsourcing, and the on-site availability of a professionally trained human resource representative, as well as provides employee handbooks, management manuals, and r equired regulatory forms. In addition, the company offers retirement services administration; workers? compensation; business-owner policies; commercial auto; and health and benefits coverage, including health, dental, vision, and life. Further, it provides online human resource administration software products for employee benefits management and administration, and time and attendance solutions. As of May 31, 2010, the company served approximately 536,000 clients in the United States; and 1,700 clients in Germany. Paychex, Inc. was founded in 1971 and is headquartered in Rochester, New York.

Advisors' Opinion:

• [By Rich Bieglmeier]

  Paychex, Inc. (NASDAQ:PAYX) will release financial results for the fiscal 2014 fourth quarter and full year ended May 31, 2014 via Business Wire after the financial markets close on Tuesday, July 1, 2014.

• [By Trey Thoelcke]

  The report also hints that ADP and others in payroll processing and the uniforms business might be looking at a so-so year as well, and shares of ADP and Paychex Inc. (NASDAQ: PAYX) were lower. Shares of uniform supplier Cintas Corp. (NASDAQ: CTAS) were holding their own. Here is a look at the three companies.

Top 5 Beverage Companies To Invest In Right Now: Wells Fargo Advantage Income Opportunities Fund (EAD)

Evergreen Income Advantage Fund (the Fund) is a diversified closed-end management investment company. The primary investment objective of the Fund is to seek a high level of current income.

During the fiscal year ended April 30, 2005, the Fund's investment portfolio included Marquee Holdings, Inc., Mediacom LLC, American Achievement Corp., CSK Auto, Inc., Oxford Industries, Inc., B&G Foods Holdings Corp. and Chiquita Brands International, Inc.

Advisors' Opinion:

• [By Namitha Jagadeesh]

  European Aeronautic, Defence & Space Co. (EAD) rose 1.8 percent to 47.28 euros, the highest price since it sold shares to the public in 2000. Deutsche Lufthansa AG split an order for 59 wide-body aircraft valued at $19 billion between EADS unit Airbus SAS and Boeing Co.

Top 5 Warren Buffett Stocks To Own For 2015: Plexus Corp.(PLXS)

Plexus Corp., together with its subsidiaries, provides electronic manufacturing services to original equipment manufacturers and other technology companies. The company offers product development and design services, including program management, feasibility studies, product conceptualization, specification development, circuit design, field programmable gate array design, printed circuit board layout, embedded software design, mechanical design, development of test specifications, and product verification testing. It also provides value-added services, such as engineering change-order management, cost reduction redesign, component obsolescence management, product feature expansion, test enhancement, and component re-sourcing. In addition, the company offers prototyping and new product introduction services comprising assembly of prototype products, materials management, analysis of the manufacturability and testability of a design, test implementation, and pilot productio n. Further, it provides test equipment development; material sourcing and procurement; agile manufacturing; fulfillment and logistic; after-market support; and regulatory requirements services. The company serves the wireline/networking, wireless infrastructure, medical, industrial/commercial, and defense/security/aerospace markets in the United States, Malaysia, China, the United Kingdom, Mexico, and Romania. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.

Advisors' Opinion:

• [By Seth Jayson]

  Plexus (Nasdaq: PLXS  ) reported earnings on July 17. Here are the numbers you need to know.

  The 10-second takeaway
  For the quarter ended June 29 (Q3), Plexus beat slightly on revenues and beat expectations on earnings per share.

• [By Evan Niu, CFA]

  What: Shares of Plexus (NASDAQ: PLXS  ) have jumped today by as much as 13% after the company reported earnings results.

  So what: Revenue in the fiscal third quarter totaled $571.9 million, well ahead of the Street consensus of $565 million. Earnings per share were $0.68, similarly topping expectations of just $0.58 per share. CEO Dean Foate said the strong results were driven by the networking and communications as well as the health care and life sciences sectors.

• [By Jake L'Ecuyer]

  Equities Trading UP
  Plexus (NASDAQ: PLXS) shares shot up 6.98 percent to $42.09 after the company reported its Q2 earnings of $0.60 per share on revenue of $557.60 million. The company also issued a strong Q3 outlook.

Top 5 Warren Buffett Stocks To Own For 2015: Glacier Water Services Inc (GWSV)

Glacier Water Services, Inc. (Glacier) is primarily engaged in the operation of self-service vending machines that dispense drinking water to consumers. The machines are placed at supermarkets and other retail outlets under commission arrangements with the retailers. The Company�� machines are primarily located throughout the Sunbelt and Midwest regions of the United States.

As of January 2, 2011, the Company operated approximately 19, 100 machines in 42 states and Canada. Glacier�� indoor water vending machine was introduced especially for inside the retail store. In addition to having the same multi-stage filtration/treatment system as the outdoor machine, many retailers make available a supply of empty containers near the indoor machine. Glacier also operates a line of PureFill and Water Island equipment.

Advisors' Opinion:

• [By John Udovich]

  Small cap OTC drinking water stocks Glacier Water Services, Inc (OTCMKTS: GWSV), AWG International Water Corp (OTCBB: AWGI) and Alkaline Water Company Inc (OTCBB: WTER) all offer a product that many consumer, investors and traders alike might take for granted, but everyone needs to have. However, you can build a better mouse trap when it comes to drinking water or at least that what these three small caps are attempting to do with their own unique strategies: