Thursday, January 8, 2015

Best Supermarket Stocks For 2014

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Brussels-based supermarket operator Delhaize Group (NYSE: DEG  ) climbed 10% today after its preliminary quarterly results and outlook topped Wall Street expectations.

So what: Delhaize sales were hit pretty hard during the downturn, but today's first-quarter beat -- profit of 214 million euros versus the consensus of 175 million euros -- coupled with upbeat full-year guidance suggests that management's restructuring plan continues to gain traction. Of course, favorable weather conditions helped fuel the 1.9% same-store sales increase in the U.S., so Fools should be cautious about getting too excited over the report.

Now what: For 2013, management now sees a year-over-year profit decline of just 4.3%. "As a consequence of our continued focus on our strategic priorities, Delhaize Group expects underlying operating profit of approximately EUR775 million for the full year 2013 at identical exchange rates," the company said in a statement. Of course, when you combine Delhaize's still-hefty debt load with its red-hot stock price, I'd wait for a wider margin of safety before buying into that bullishness.

Top 5 Building Product Companies To Invest In 2015: EMS Seven Seas ASA (EMS)

EMS Seven Seas ASA, formerly known as Eitzen Maritime Services ASA, is a Norway-based company active in the shipping industry. It is operational through two divisions: Ship Management and Ship Supply, servicing clients within the military, merchant, fisheries, offshore and cruise market segments. The Ship Management (and Insurance) unit provides technical management, crewing, newbuilding and project consultancy services, ship agency services and marine insurance brokering. It has its main operations in the Baltic, Russia, India and Singapore. Ship Supply provides provisions, duty free products, stores, spares and marine products and equipment to the merchant marine, offshore, fishing fleet, military and cruise market. This segment operates in Norway, Germany, the Netherlands, Spain, the United Arab Emirates (UAE), Djibouti and Singapore. Eitzen Maritime Services ASA is active internationally through its subsidiaries. Advisors' Opinion:
  • [By victorselva]

    In a macro view, revenues in the electronic equipment and instrument sub-industry will remain strong due to the rise in equipment and instrument manufacturers. Distributors, electronic manufacturing service (EMS) companies and original equipment manufacturers (OEM) are going to increase orders as the economy improves in the future. With this promising outlook, let's take a look at Gabelli麓s last trade and try to explain to investors the reasons of this appealing investment opportunity.

Best Supermarket Stocks For 2014: PowerShares DB US Dollar Index Bullish Fund (UUP)

PowerShares DB US Dollar Index Bullish Fund (the Fund) is a separate series of PowerShares DB US Dollar Index Trust (the Trust). The Fund�� subsidiary is DB US Dollar Index Bullish Master Fund (the Master Fund), a separate series of DB US Dollar Index Bullish Master Trust (the Master Trust). The Fund offers common units of beneficial interest (the Shares) only to certain eligible financial institutions (the Authorized Participants) in one or more blocks of 200,000 Shares, called a Basket. The proceeds from the offering of Shares are invested in the Master Fund.

The Master Fund invests in futures contracts (the DX Contracts) with a view to tracking the changes, whether positive or negative, in the level of the Deutsche Bank US Dollar Index (USDX) Futures Index - Excess Return (Long Index) (referred to as the Long Index or the Index), over time. The Fund earns interest income from the United States Treasury obligations and other high credit quality short-term, fixed-income securities. The Index is calculated to reflect the changes in market value over time, whether positive or negative, of long positions in DX Contracts. DX Contracts are traded through the currency markets of ICE Futures U.S. under the symbol DX. The changes in market value over time, whether positive or negative, of the DX Contracts are related to the changes, whether positive or negative, in the level of the U.S. Dollar Index (the USDX). The Index provides a general indication of the international value of the United States dollar relative to the six major world currencies (the Index Currencies), which comprise the USDX, including Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

The Fund, through its Master Fund, establishes long positions in DX Contracts with a view to tracking the changes, whether positive or negative, in the level of the Index. The performance of the Fund also is intended to reflect the excess, if any, of its Master Fund�� interest income from its hol! dings of the United States Treasury obligations and other high credit quality short-term, fixed-income securities over the expenses of the Fund and the Master Fund. DB Commodity Services LLC serves as the managing owner, commodity pool operator and commodity trading advisor of the Fund and the Master Fund. DB Commodity Services LLC is an indirect wholly owned subsidiary of Deutsche Bank AG. The Bank of New York Mellon serves as the administrator of the Fund and the Master Fund.

Advisors' Opinion:
  • [By Jonathan Yates]

    Like a roller coaster, the exchange traded funds for the United States Dollar (NYSE: UUP) and gold, SPDR Gold Shares (NYSE: GLD), have gone up and down in response to statements from the Federal Reserve. What is obvious by the continuation of Quantitative Easing III by Federal Reserve Chairman is that the United States economy is still weak. With that and the improving Chinese economy (NYSE: FXI), the future for gold assets such as the GLD, Barrick Gold (NYSE: ABX), and Wishbone Gold PLC (PINK: WISHY) is bullish.

  • [By salamat_uri]

    Important moves have been seen in related asset classes, as well. The changing policy stance at the Federal Reserve is also likely to put upside pressure on the US Dollar, as the removal of QE stimulus should be seen before the end of this year. This has already been reflected in thePowerShares DB US Dollar Index Bullish ETF (UUP) relative to itsEuropean counterparts, and the growth outlook for both regions still favors continued upside in the greenback and its ETFs.

  • [By Luke Jacobi]

    The U.S. dollar added value on Tuesday�� sell off. The PowerShares ETF (NYSE: UUP) that tracks the performance of the greenback versus a basket of foreign currencies, gained 0.07 percent to close at 21.57.

  • [By Luke Jacobi]

    The Powershares ETF (NYSE: UUP) which tracks the value of the US dollar versus a basket of foreign currencies, rose a twentieth of a percent to close out a strong week. The ETF was last trading at $21.40.

Best Supermarket Stocks For 2014: Polaris Industries Inc. (PII)

Polaris Industries Inc. designs, engineers, and manufactures off-road vehicles. It offers all terrain vehicles and side-by-side vehicles for recreational and utility use; snowmobiles; and on-road vehicles, including motorcycles and low emission vehicles. The company also provides replacement parts and accessories, including winches, bumper/brushguards, plows, racks, mowers, tires, pull-behinds, cabs, cargo box accessories, tracks, and oil for off-road vehicles; covers, traction products, reverse kits, electric starters, tracks, bags, windshields, oil, and lubricants for snowmobiles; and saddle bags, handlebars, backrests, exhaust, windshields, seats, oil, and various chrome accessories for motorcycles. Polaris Industries sells its products through dealers and distributors primarily under the RANGER, RANGER RZR, RANGER Crew, Victory Vision, Victory Cross Roads, Polaris RUSH, and Cross Country trade marks. In addition, it markets helmets, jackets, bibs and pants, leathers, a nd hats through dealers and distributors, as well as online under the Polaris brand name. The company principally operates in the United States and Canada. Polaris Industries Inc. was founded in 1987 and is headquartered in Medina, Minnesota.

Advisors' Opinion:
  • [By Seth Jayson]

    Polaris Industries (NYSE: PII  ) reported earnings on July 23. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended June 30 (Q2), Polaris Industries met expectations on revenues and beat slightly on earnings per share.

  • [By Rich Smith]

    ATV, snowmobile, and motorcycle maker Polaris Industries (NYSE: PII  ) has acquired French on-road "quadricycle" vehicle manufacturer Aixam Mega S.A.S., Polaris announced Thursday.

  • [By Rich Smith]

    The Department of Defense awarded a total of 16 contracts Tuesday, worth a combined $2.7 billion. One award, however, stood out from the pack both for its sheer size and the unusual identity of the recipient: Polaris Industries (NYSE: PII  ) , a company better known for its snowmobiles and ATVs than for its military hardware.

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, all-terrain vehicle maker Polaris Industries (NYSE: PII  ) has earned a respected four-star ranking.

Best Supermarket Stocks For 2014: Prometheus RxDx Corp (RXDX)

Prometheus RxDx Corp., incorporated in June 2009, is a wholly owned subsidiary of Prometheus Laboratories Inc. The Company is engaged in the development and commercialization of pharmaceutical and diagnostic products that enable physicians to provide individualized patient care. It focuses on the detection, diagnosis and treatment of disorders within the fields of gastroenterology and oncology. It operates in two segments: the pharmaceutical products segment that markets and sells prescription drugs, and the diagnostic testing services segment, which includes specific immunoassays to detect and differentiate diseases, pharmacogenetic testing and drug metabolite monitoring. The pharmaceutical products for gastrointestinal diseases and disorders includes ENTOCORT EC (budesonide) Capsules, which is indicated for the treatment of mild to moderate active Crohn�� disease involving the ileum and/or the ascending colon, and LOTRONEX (alosetron hydrochloride) Tablets, for use in female patients with severe diarrhea-predominant irritable bowel syndrome (IBS).

Gastroenterology Pharmaceutical Products

The pharmaceutical products for gastrointestinal diseases and disorders include Entocort EC for the treatment of mild to moderate active Crohn�� disease involving the ileum and/or ascending colon and Lotronex for treatment of a subset of women with severe diarrhea-predominant IBS. The Company sells but does not market, several other pharmaceuticals, including Imuran, Helidac Therapy, and Ridaura, in addition to a number of other diagnostic tests. It also manufactures a generic mercaptopurine product, which is sold through a third-party distributor. It only offers pharmaceutical products in the United States. It began selling Proleukin in February 2010 under an exclusive distribution and promotion agreement with Novartis. Proleukin is a recombinant human interleukin-2 for treatment in adults with metastatic renal cell carcinoma and metastatic melanoma. Proleukin therapy is a form of im! munotherapy that uses the body�� natural immune system to fight cancer. In December 2010, it signed an agreement with ThePharmaNetwork, LLC, to sell Trandate and Zyloprim.

Entocort EC is the Food and Drug Association- approved drug indicated for the induction and maintenance of clinical remission in mild to moderate active Crohn�� disease involving the ileum and/or the ascending colon. Entocort EC consists of an encapsulated formulation of budesonide granules, a glucocorticosteroid. Entocort EC is designed to release primarily in the ileum and/or the ascending colon, so that as little as 10% of the drug enters systemic circulation. Entocort EC may benefit patients by reducing glucocorticosteroid-related side effects. Lotronex is indicated for use only in women with severe diarrhea-predominant IBS who have not responded adequately to conventional therapy, whose IBS symptoms are chronic, and who have had other gastrointestinal medical conditions ruled out.

Imuran is indicated for adjunctive use in the prevention of rejection in kidney transplants and in the management of active rheumatoid arthritis. Although Imuran is not indicated for the treatment of IBD and the Company does not promote it for that indication, physicians often prescribe it for various forms of IBD, including Crohn�� disease and ulcerative colitis, as well as other autoimmune disorders. Imuran is prescribed primarily by gastroenterologists, transplant surgeons, nephrologists, rheumatologists and internal medicine specialists. Helidac Therapy (Hediac), when taken with a hydrogen (H2 ) antagonist, is indicated for the eradication of Helicobacter pylori, or H. pylori, bacteria, which causes peptic ulcers, and for patients with duodenal ulcer disease. Ridaura is approved for the treatment of active classical or definite rheumatoid arthritis in adults. Ridaura is the oral formulation of a gold salt available for the treatment of rheumatoid arthritis for patients who have not responded adequately to one or mor! e non-ste! roidal anti-inflammatory drugs. Mercaptopurine is approved for maintenance for acute lymphatic leukemia as part of a combination regimen and, although it is not indicated for the treatment of certain gastrointestinal diseases and it does not promote it for those indications, physicians often prescribe it for various forms of IBD, including Crohn�� disease and ulcerative colitis.

Trandate is approved for the management of high blood pressure, or hypertension. Trandate can be used alone or in combination with other anti-hypertensive agents, particularly thiazide and loop diuretics. Trandate is typically prescribed by cardiologists, family practitioners and internists. Trandate competes both with generics and many other drugs used to treat hypertension. In December 2010, the Company signed an agreement with ThePharmaNetwork, LLC, to sell Trandate. Zyloprim reduces serum and uric acid levels and is approved for the management of patients with gout, patients receiving certain types of chemotherapy to leukemia, lymphoma and other cancers, and patients with kidney or urinary stones. Zyloprim is prescribed by orthopedic specialists, rheumatologists, podiatrists, nephrologists and family practitioners.

Gastroenterology Diagnostic Testing Services

The diagnostic testing services are designed to aid physicians in making diagnoses with non-invasive testing and to assist them in determining therapy treatment and management, thereby helping a physician customize treatment to an individual patient. The Company performs all its diagnostic testing services in its laboratory located in San Diego, California. During the year ended December 31, 2010, it launched PROMETHEUS Crohn�� Prognostic, the serogenetic prognostic test for Crohn�� disease. The Company offers three celiac tests to physicians, including antibody tests, a genetics test and a panel that combines both the antibody and genetics tests.

The Company competes with Quest Diagnostics Incorporated and La! boratory ! Corporation of America Holdings

Advisors' Opinion:
  • [By James E. Brumley]

    Quick - what do CytRx Corporation (NASDAQ:CYTR) and Ignyta Inc. (NASDAQ:RXDX) have in common? Yes, they're both biotech stocks, but that's not the absolute best answer right now. The most meaningful common element between RXDX and CYTR right now is, each is on the verge of a big technical breakout and deserves a spot on your watchlist. Here's a closer look at each.�

Best Supermarket Stocks For 2014: Lincoln Electric Holdings Inc (LECO)

Lincoln Electric Holdings, Inc., incorporated in 1906, is a manufacturer of welding, cutting and brazing products. Welding products include arc welding power sources, wire feeding systems, robotic welding packages, fume extraction equipment, consumable electrodes and fluxes. The Company's product offering also includes computer numeric controlled (CNC) plasma and oxy-fuel cutting systems and regulators and torches used in oxy-fuel welding, cutting and brazing. The Company operates in five segments: North America Welding, Europe Welding, Asia Pacific Welding, South America Welding and The Harris Products Group. On July 29, 2011, the Company acquired Techalloy Company, Inc. and certain assets of its parent company, Central Wire Industries Ltd. On July 29, 2011, the Company acquired Applied Robotics, Inc. (doing business as Torchmate) (Torchmate). On January 31, 2011, the Company acquired SSCO Manufacturing, Inc. (doing business as Arc Products) (Arc Products). On March 11, 2011, the Company completed the acquisition of OOO Severstal-metiz: welding consumables (Severstal). In March 2012, the Company acquired Weartech International, Inc. In May 2012, the Company acquired Wayne Trail Technologies, Inc., a manufacturer of automated systems and tooling, serving a range of applications in the metal processing market. In November 2012, ITT Corp sold its shape cutting product lines, including the Burny and Kaliburn brands to the Company. In January 2013, the Company acquired Tennessee Rand, Inc.

The North America Welding segment includes welding operations in the United States, Canada and Mexico. The Europe Welding segment includes welding operations in Europe, Russia and Africa. The other two welding segments include welding operations in Asia Pacific and South America, respectively. The Harris Products Group includes the Company's global cutting, soldering and brazing businesses as well as the retail business in the United States. The arc welding power sources and wire feeding systems man! ufactured by the Company range in technology from basic units used for light manufacturing and maintenance to robotic applications for high volume production welding and fabrication. Three primary types of arc welding electrodes are produced: coated manual or stick electrodes; solid electrodes produced in coil, reel or drum forms for continuous feeding in mechanized welding, and cored electrodes produced in coil form for continuous feeding in mechanized welding.

Advisors' Opinion:
  • [By Seth Jayson]

    Lincoln Electric Holdings (Nasdaq: LECO  ) is expected to report Q2 earnings on July 29. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Lincoln Electric Holdings's revenues will expand 1.8% and EPS will expand 9.9%.

Best Supermarket Stocks For 2014: TruLan Resources Inc (TRLR)

Trulan Resources, Inc. (Trulan), incorporated on March 12, 1971, is a natural resource mineral exploration company. The Company�� focus is to locate and acquire mineral concessions and properties that have experienced various degrees of previous exploratory work where anomalous values of gold, silver and Platinum Group Metals (PGM��) projects in North and South America.

The IGP Project totals 885 Hectares (2,186 Acres) of wide spread mineralization and ore bodies that contain high grades of Iron, Gold, Platinum and high value industrial metals. There are eight known deposits in close proximity which have been tested to the point where an Indicated Ore resource has been delineated. There are four ore bodies with an Indicated Reserve in excess of 247 Million Metric Tons. Its Eureka Placer Claim is located on Eureka Creek in California�� Sierra City Mining District. This district covers a area in Sierra County, extending through Furnier, Loganville, Church Meadows, Gold Valley, and the Sierra City-Buttes areas.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap mining stocks Brazil Gold Corp (OTCMKTS: BRZG) and Trulan Resources (OTCMKTS: TRLR) were either active on the charts last week (in the case of the former) or recently the subject of paid promotions (in the case of the latter). However, mining is not exactly an easy business for a small and usually undercapitalized small cap mining stock given the amount it can cost to get a mine up and running. On the other hand, they could always be sitting on the next mother lode just waiting to come out of the ground. With that in mind, here is a quick reality check about these two small cap mining stocks:

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