Tuesday, May 14, 2013

[2] [4] [8] [12] [13] [14] [16] [18] [19] [22] Best Wireless Telecom Companies For 2014

tags:,Wireless Telecom,Chinese,Basic Materials,ACH,Services,GFS.L,CNE.L,Financials,Real Estate Services,SBY,
 OK... This will likely be my last cautionary essay for a while.
 
I've been warning of the potential "sell in May" scenario for so long, I'm getting sick of it myself. But there are three cautionary charts that really stand out to me right now...
 
 Let's start with the summation indexes...
 
Summation indexes are momentum indicators that measure overbought and oversold conditions. As long as the summation indexes are moving in the same direction as the market, the trend is strong and likely to continue. When the indexes diverge from the market – especially when that divergence begins from an extreme overbought or oversold condition – it's a major warning sign that the trend is about to change.

Best Wireless Telecom Companies For 2014: Aluminum Corporation of China Ltd(ACH)

Aluminum Corporation of China Limited engages in the manufacture and distribution of alumina, primary aluminum, and aluminum fabrication products in the People?s Republic of China and internationally. Its Alumina segment involves in the mining and purchasing of bauxite and other raw materials, refining of bauxite into alumina, and sale of alumina. This segment also produces and sells chemical alumina, including alumina hydroxide and alumina chemicals, and metal gallium. The company?s Primary Aluminum segment engages in smelting alumina to produce primary aluminum, principally ingots for use in general aluminum fabrication in the construction, power generation, automobile, packaging, machinery, and durable goods industries. This segment also produces and sells carbon products and aluminum alloy products. The Aluminum Fabrication segment involves in the production and sale of aluminum fabrication products, including casts, planks, screens, extrusions, forges, powder, and die castings for use in the construction, power generation, automobile, packaging, machinery, and durable goods industries. The Trading segment engages in the procurement and sale of alumina, primary aluminum, and aluminum fabrication products, as well as relevant metal products, and raw and ancillary materials. The company also engages in the manufacture and distribution of metal materials; sale of general machinery and equipment; production, acquisition, and distribution of limestone ore, aluminum magnesium ore, and related nonferrous metal products; aluminum smelting, manufacture, and distribution of nonferrous metals; and generation and supply of electricity, as well as in iron ore mining and coal mining activities. Aluminum Corporation of China Limited was founded in 2001 and is based in Beijing, China.

Advisors' Opinion:
  • [By Tom Bishop]

    I’m expecting China Aluminum’s production growth to clock in at 20% as a result of strong demand from the economic stimulus package. That’s because with more funds invested in infrastructure, the need for alumina and aluminum will likely rise. And ACH should be a top beneficiary of this.

    I first recommended ACH back in May 2006 as a way to take advantage of China’s booming infrastructure sector. After holding the company for about 18 months, I recommended selling ACH for 285% profit in November 2007 to avoid losses in the correction of the Chinese stock market that I was expecting.

Best Wireless Telecom Companies For 2014: Group 4 Securicor(GFS.L)

G4S plc, together with its subsidiaries, provides secure and cash solutions worldwide. It operates in two segments, Secure Solutions and Cash Solutions. The Secure Solutions segment offers integrated security solutions for commercial customers, such as risk consulting, manned security, and security systems; and the protection of critical national infrastructure, care and justice, secure facilities, and border protection for governments. The Cash solutions segment involves in the outsourcing of cash cycle management for central banks, financial institutions, and retailers. This segment also provides ATM network management, ATM cash management, ATM engineering, retail cash management, data and document management, and cash logistics services and solutions, as well as offers secure transportation of cash and valuables. The company serves energy and utilities, oil and gas, transport and logistics, ports and airports, leisure and tourism, and retail industries, as well as gover nment and financial institutions. G4S plc was founded in 1901 and is headquartered in Crawley, the United Kingdom.

Top Gold Companies To Invest In Right Now: Cairn Energy(CNE.L)

Cairn Energy PLC, together with its subsidiaries, engages in the discovery, exploration, development, and production of oil and gas. It has license interests in various blocks located in India, Nepal, Sri Lanka, Greenland, Albania, and Spain. As of December 31, 2010, the company had proven plus probable reserves of 315.7 million barrels of oil equivalent. Cairn Energy PLC is headquartered in Edinburgh, the United Kingdom.

Best Wireless Telecom Companies For 2014: Silver Bay Realty Trust Corp (SBY)

Silver Bay Realty Trust Corp., incorporated on June 29, 2012, is focused on the acquisition, renovation, leasing and management of single-family properties. The Company generates all of its revenue by leasing its portfolio of single-family properties.

As of September 30, 2012, the initial portfolio consisted of more than 2,540 single-family properties. As of September 30, 2012, Two Harbors owned a portfolio of approximately 1,660 single-family properties through its wholly owned subsidiary, Two Harbors Property Investment LLC. The Company is managed by PRCM Real Estate Advisers LLC.

Advisors' Opinion:
  • [By Steve Freehill]

    Last but not least, we have a pick from Steve Freehill, who won our reader submission contest. His pick: Two Harbors(NYSE:TWO). And like Jeff, he has put his money where his mouth is.

    His reasons for the buy of the Silver Bay Realty Trust(NYSE:SBY) spinoff: TWO has been snatching up single-family homes over the last three years, and it yields a whopping 19%.

    Steve explains, “Yep, you read that right … 19%. True, the recent $0.55 payout announcement skews the yield (previous dividends were $0.36 and $0.40 quarterly), but even if the yield normalizes, it’s still north of 12%.”

    He’s pretty confident, too — especially for a newcomer.

    “Did I mention I feel great about this trade?” he asks. The real question, though, is how great he will feel come December.

    Let the games begin!

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