Top Building Product Companies To Own In Right Now

LONDON -- After a busy month or so for company reports, we're heading into a quiet patch over the next few weeks as the end-of-March reporting season draws to a close. There won't be a lot to keep us alert next week, but we will have a small handful of important updates.

Here we take a quick look at two FTSE 100 companies and one from the FTSE 250 that are bringing us news in the coming week.

Wolseley (LSE: WOS  )
We're expecting a third-quarter update from Wolseley on Tuesday, and if things are still going as they were at the halfway stage, announced in March, investors will probably be pleased -- though with the share price up nearly 50% over the past 12 months to 3,353 pence, they're probably already quite happy.

Like-for-like revenue at the plumbing, heating, and building products supplier was up 2.2% for the six months to Jan. 31, and with margins improving, the firm managed to convert that to a 7.6% rise in trading profit and a 3.9% rise in headline earnings per share. The interim dividend was lifted by 10% to 22 pence per share. Net debt was up to 拢871 million from 拢470 million at the same stage the previous year, but against revenue of 拢6.3 billion, that's not a massive sum.

Top Small Cap Companies To Own In Right Now: Capex SA (CAPX)

Capex SA is an Argentina-based company primarily engaged in the energy sector. The Company�� main activities include the generation and sale of electric energy; the exploration and exploitation of oil and gas, and the production, distribution and marketing of propane, butane and gasoline. The Company operates a liquefied petroleum gas (LPG) plant which is located in the province of Neuquen. As of December 31, 2011, the Company owned such subsidiaries as Hychico SA and Servicios Buproneu SA. Advisors' Opinion:

• [By Dividends4Life]

  Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description: 1. Avg. High Yield Price 2. 20-Year DCF Price 3. Avg. P/E Price 4. Graham Number CVX is trading at a discount to only 3.) above. The stock is trading at a 44.9% premium to its calculated fair value of $82.00. CVX did not earn any Stars in this section. Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description: 1. Free Cash Flow Payout 2. Debt To Total Capital 3. Key Metrics 4. Dividend Growth Rate 5. Years of Div. Growth 6. Rolling 4-yr Div. > 15% CVX earned two Stars in this section for 2.) and 3.) above. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. CVX earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1912 and has increased its dividend payments for 27 consecutive years. Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked PDF for a detailed description: 1. NPV MMA Diff. 2. Years to > MMA The NPV MMA Diff. of the $256 is below the $800 target I look for in a stock that has increased dividends as long as CVX has. The stock's current yield of 3.37% exceeds the 3.31% estimated 20-year average MMA rate. Memberships and Peers: CVX is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: BP plc (BP) with a 4.7% yield, Exxon Mobil

Top Building Product Companies To Own In Right Now: Vanda Pharmaceuticals Inc.(VNDA)

Vanda Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization of products for the treatment of central nervous system disorders. Its lead product includes Fanapt for the acute treatment of schizophrenia in adults. The company is also developing Tasimelteon, an orphan medicinal product for the treatment of sleep and mood disorders, including non-24 hour sleep/wake disorder in blind individuals without light perception. It also intends to initiate a Phase IIb/III clinical trial of tasimelteon in patients with major depressive disorder; and conduct additional clinical trials to support the use of tasimelteon as a circadian regulator. The company was incorporated in 2002 and is headquartered in Rockville, Maryland.

Advisors' Opinion:

• [By Paul Ausick]

  Stocks on the Move: Vanda Pharmaceuticals Inc. (NASDAQ: VNDA) is up 95.8% at $13.29 on FDA recommendation for approval of its sleep drug for the blind. Sarepta Therapeutics Inc. (NASDAQ: SRPT) is down 64.3% at $13.05 following an FDA rejection of the company�� bid to fast-track muscular dystrophy drug. U.S. Airways Group Inc. (NYSE: LCC) is up 1.1% at $23.53 after reaching an agreement with the Department of Justice that will let the company go ahead with its American Airlines merger.

• [By Roberto Pedone]

  Another biotechnology player that looks poised to trigger a big breakout trade is Vanda Pharmaceuticals (VNDA), which is focused on the development and commercialization of clinical-stage drug candidates for central nervous system disorders. This stock has been on fire so far in 2013, with shares up a whopping 258%.

  If you take a look at the chart for Vanda Pharmaceuticals, you'll notice that this stock has recently broke out above some near-term overhead resistance levels at $12.34 to $12.66 a share with solid upside volume. So far, this breakout has held and now shares of VNDA are quickly moving within range of triggering an even bigger breakout trade.

  Traders should now look for long-biased trades in VNDA if it manages to break out above its 52-week high at $13.30 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action 908,467 shares. If that breakout hits soon, then VNDA will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $15 to $17 a share.

  Traders can look to buy VNDA off any weakness to anticipate that breakout and simply use a stop that sits right below some near-term support at $12 a share. One could also buy VNDA off strength once it takes out $13.30 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Top Building Product Companies To Own In Right Now: Precision Drilling Corp (PDS)

Precision Drilling Corporation (Precision) is a provider of contract drilling and completion and production services primarily to oil and natural gas exploration and production companies in Canada and the United States. The Company operates in two segments: Contract Drilling Services, and Completion and Production Services. In Canada, the Contract Drilling Services segment includes land drilling services, directional drilling services, procurement and distribution of oilfield supplies and the manufacture and refurbishment of drilling and service rig equipment, and the Completion and Production Services segment includes service rigs for well completion and workover services, snubbing services, camp and catering services, wastewater treatment services and the rental of oilfield surface equipment, tubulars, well control equipment and wellsite accommodations. Advisors' Opinion:

• [By Lee Jackson]

  Precision Drilling Corp. (NYSE: PDS) is Canada’s leading oilfield services firm, which provides contract drilling, well servicing and strategic support services to its customers. The company was formed as a private drilling contractor in the early 1950s and has grown on the back of fleet expansion and acquisitions, most notably the $2 billion purchase of Grey Wolf in 2008. The company pays investors a 2.1% dividend. The Jefferies price objective goes from $11 to $13. The consensus stands at $12.78. The stock closed Friday at $10.39.

Top Building Product Companies To Own In Right Now: Kennedy-Wilson Holdings Inc. (KW)

Kennedy-Wilson Holdings, Inc., through its subsidiaries, operates as a real estate investment and services company in the United States, the United Kingdom, Ireland, Spain, and Japan. The company operates in two segments, KW Investments and KW Services. The KW Investments segment invests in real estate related assets, including multifamily, residential, and office properties, as well as loans secured by real estate. It invests in real estate assets and loans secured by real estate through joint ventures, separate accounts, commingled funds, and wholly owned investments. The KW Services segment provides a line of real estate services for the life cycle of real estate ownership and investment to clients, such as financial institutions, developers, builders, and government agencies. This segment offers auction and conventional sales, property management, investment management, asset management, leasing, construction management, acquisitions, dispositions, and trust services; property management services to real estate owners; and brokerage and marketing services. The company, principally through joint venture investments, also engages in acquiring, renovating, and reselling commercial and residential real estate, as well as investing in loan pools and discounted loan portfolios. As of December 31, 2012, its real estate and real estate related assets under management consisted of approximately 61 million square feet of properties, including ownership in 14,764 multifamily apartment units. The company was founded in 1977 and is headquartered in Beverly Hills, California.

Advisors' Opinion:

• [By John Udovich]

  Midcaps CBRE Group Inc (NYSE: CBG) and Jones Lang LaSalle Inc (NYSE: JLL) are probably the better known real estate services stocks with the latter surging 12.36% yesterday on impressive earnings, but small cap stocks Kennedy-Wilson Holdings Inc (NYSE: KW) and FirstService Corporation (NASDAQ: FSRV) are also important real estate services providers that you may have overlooked. After all, real estate services stocks like the following would offer exposure to real estate by being invested in property as well as generating revenue from transactions, property management and other services: ��

Top Building Product Companies To Own In Right Now: Linde AG (LIN)

Linde AG is a German company engaged in the gases and engineering sector. It operates two divisions: Gases and Engineering, as core divisions, as well as Gist. The Gases Division includes Healthcare, producing medical gases; and Tonnage, as its two global business units; as well as the two business areas Merchant and Packaged Gases, offering liquefied and cylinder gases, and Electronics. The Company�� products are used in the energy sector, for steel production, chemical processing, environmental protection and welding, as well as in food processing, glass production and electronics. The Engineering division offers planning, project development and construction of turnkey industrial plants used in fields, such as petrochemical and chemical industries, in refineries and fertilizer plants, to recover air gases, to produce hydrogen and synthesis gases, to treat natural gas, and in the pharmaceutical industry. As of August 13, 2012, the Company acquired Lincare Holdings Inc. Advisors' Opinion:

• [By Jeremy Bowman]

  What: Shares of LIN TV (NYSE: LIN  ) were up as much as 13% today, climbing steadily after the local media provider announced this morning its second acquisition in less than a week.

• [By Jake L'Ecuyer]

  Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 30.67 percent to $28.08 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

• [By Monica Wolfe]

  Gabelli started the week by reducing his position in LIN Media (LIN). The guru reduced his position by -1.36%. Gabelli sold a total of 23,007 shares at an average price of $16.88 per share. Gabelli now holds on to a total of 1,666,208 shares of LIN Media, representing 3.06% of the company�� shares outstanding.

• [By Jake L'Ecuyer]

  Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 21.92 percent to $26.20 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

Top Building Product Companies To Own In Right Now: Companhia de Bebidas das Americas - AmBev(ABV)

Companhia de Bebidas das Americas?Ambev engages in the production, distribution, and sale of beer, draft beer, carbonated soft drinks, malt, and other non-alcoholic and non-carbonated products in the Americas. It also sells bottled water, isotonics, and ready-to-drink teas. The company provides its products under the brand names of Skol, Brahma, Antarctica, Guarana Antarctica, Gatorade, Brahva, Brahva Beats, Extra, Brahma Light, Brahma Ice, Quilmes, Stella Artois, Red Rock, Pepsi-Cola, Seven UP, Zenda, Concordia, Triple Kola, Quilmes Cristal, Brahma, Andes, Pacena, Taquina, Huari, Becker, Baltica, Pilsen, Patricia, Labatt Blue, Alexander Keith?s, and Kokanee. It has a licensing agreement with Anheuser-Busch, Inc. to produce, bottle, distribute, and sell Budweiser products in Canada and Paraguay. Companhia de Bebidas das Americas?Ambev distributes its products through direct distribution system and third-party distributors. The company was founded in 1888 and is headquarter ed in Sao Paulo, Brazil. Companhia de Bebidas das Americas?Ambev is a subsidiary of Interbrew International B.V.

Advisors' Opinion:

• [By Dividend]

  Companhia de Bebidas Das Americas (ABV) has a market capitalization of $118.32 billion. The company employs 51,299 people, generates revenue of $14.120 billion and has a net income of $4.662 billion. Companhia de Bebidas Das Americas�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6.829 billion. The EBITDA margin is 48.36 percent (the operating margin is 43.00 percent and the net profit margin 33.02 percent).

• [By Robert Martin]

  South Africa, China, Mexico and Brazil collectively make up 68% of ECON�� holdings. The top three holdings are Naspers LTD (NPSNY) at 10%, AmBev (ABV) at 8% and FEMSA (FMX) at 5.6%.