Monday, July 28, 2014

Top Warren Buffett Stocks To Watch For 2014

OMAHA, Neb. (AP) ��Before billionaire businessman Warren Buffett started auctioning off private lunches to benefit the Glide Foundation, he was skeptical of the San Francisco charity where his first wife was volunteering.

But once Susie Buffett, who died in 2004, showed Warren the work Glide does for the poor and homeless, he was sold on the organization ��so much so that he's raised nearly $16 million since 2000.

"It was one-on-one working with people society had given up on," Buffett said. "And experience showed society was wrong to give up on those people."

The 15th annual lunch auction starts Sunday with a $25,000 minimum bid on eBay, and continues until 9:30 p.m. CDT Friday.

The lunch auction has become an important source of money for Glide, which has an $18 million annual budget. Glide's co-founders, the Rev. Cecil Williams and Janice Mirikitani, hope the lunch will draw another seven-figure price tag, but they also appreciate the exposure.

5 Best US Stocks To Buy Right Now: Allscripts Healthcare Solutions Inc.(MDRX)

Allscripts Healthcare Solutions, Inc. provides clinical, financial, connectivity, and information solutions and related professional services to hospitals, physicians, and post-acute organizations primarily in the United States and Canada. The company?s integrated clinical software applications include acute care electronic health records, clinical and practice management solutions, revenue cycle management software, clearinghouse services, stand-alone electronic prescribing, and document imaging solutions, as well as various solutions for home care, hospice, skilled nursing, and other post-acute organizations. It also provides electronic medical records software; practice management software; electronic claims administration services; related installation and training services; hosting services for its software and outsourced solutions; and information technology outsourcing services. In addition, the company also resells related hardware products. Allscripts Healthcare Solutions, Inc. is headquartered in Chicago, Illinois.

Advisors' Opinion:
  • [By George Putnam]

    After a large acquisition, made in 2010, didn't work out as planned, Allscripts Healthcare Solutions (MDRX) put itself up for sale in early 2012. This created concern among its clients, and potential clients, and eventually led to the replacement of its long-time CEO in December 2012.

  • [By Sean Williams]

    What: Shares of Allscripts Healthcare Solutions (NASDAQ: MDRX  ) , a health care information technology company, jumped as much as 10% after the company announced better-than-expected preliminary second-quarter booking results.

  • [By Seth Jayson]

    Allscripts Healthcare Solutions (Nasdaq: MDRX  ) is expected to report Q1 earnings on May 9. 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 Allscripts Healthcare Solutions's revenues will increase 0.8% and EPS will expand 16.7%.

Top Warren Buffett Stocks To Watch For 2014: Guggenheim Enhanced Equity Income Fund (GPM)

Old Mutual/Claymore Long-Short Fund (the Fund) is a diversified, closed-end management investment company. The Fund�� primary investment objective is to provide a high level of current income and current gains. The Fund�� secondary investment objective is to provide long-term capital appreciation. The Fund invests in a portfolio of equity securities and by selling securities short in the S&P 500 Index that it believes will under perform relative to the average stock in the S&P 500. The Fund will also write (sell) call options on equity indexes and, to a lesser extent, on individual securities held in the Fund�� portfolio.

The Fund�� investment adviser is Claymore Advisors, LLC. Analytic Investors, Inc. (Analytic) is the Fund�� sub-adviser. It invests in various sectors, including financials, information technology, industrials, healthcare, consumer discretionary, consumer staples, energy, materials, utilities and telecommunications.

Advisors' Opinion:
  • [By Chuck Carnevale]

    Next, I turned to an evaluation of gross profit margin (gpm), net profit margin (npm), return on assets (roa), return on equity (roe) and return on invested capital (roi). The example below only includes gross and net profit margin, however, I review data on all the metrics stated above.

Top Warren Buffett Stocks To Watch For 2014: Global X China Consumer ETF (CHIQ)

Global X China Consumer ETF (the Fund) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive China Consumer Index (the Underlying Index). The Underlying Index is a free float adjusted, liquidity tested and market capitalization-weighted index that is designed to measure performance of the investable universe of companies in the Consumer sector of the Chinese economy, as defined by Structured Solutions AG. Global X Management Company, LLC serves as the investment adviser to the Fund. Advisors' Opinion:
  • [By pamatlarge]

    Investors looking to short a particular sector can choose from several Global X long ETFs. The Global X China Consumer ETF (CHIQ) concentrates its investments in consumer cyclical goods and consumer defense goods. The Global X China Energy ETF (CHIE) primarily holds stocks in coal, oil and utility companies. The Global X China Financials ETF (CHIX) only invests in financial services companies and real estate companies. The Global X China Industrials ETF (CHII) holds stocks in industrial companies and basic materials companies. The Global X China Materials ETF (CHIM) invests in basic materials stocks. The Global X China Technology ETF (CHIB) holds technology stocks as the core of its investments. All of these ETFs are particularly sensitive to sector downturns and general economic contractions.

Top Warren Buffett Stocks To Watch For 2014: Monro Muffler Brake Inc.(MNRO)

Monro Muffler Brake, Inc. provides automotive undercar repair and tire services. The company offers a range of services on passenger cars, light trucks, and vans for brakes; mufflers and exhaust systems; and steering, drive train, suspension, and wheel alignment. It also provides other products and services, including tires and routine maintenance services, including state inspections. The company?s maintenance services include oil change, heating and cooling system flush and fill service, belt installation, fuel system service, and a transmission flush and fill service. In addition, it replaces and services batteries, starters, and alternators, as well as offers air conditioning services. As of June 25, 2011, the company had 802 company-operated stores and 3 franchised locations. It operates stores primarily under the Monro Muffler Brake & Service, Tread Quarters Discount Tire, Mr. Tire, Autotire Car Care Center, and Tire Warehouse names in New York, Pennsylvania, Ohio, Connecticut, Massachusetts, West Virginia, Virginia, Maryland, Vermont, New Hampshire, New Jersey, North Carolina, South Carolina, Indiana, Rhode Island, Delaware, Maine, Illinois, and Missouri. Monro Muffler Brake, Inc. was founded in 1957 and is headquartered in Rochester, New York.

Advisors' Opinion:
  • [By kcpl]

    Monro Muffler Brake (MNRO) is a popular name in the DIFM & Services segment, while Pep Boys - Manny, Moe & Jack (PBY) is a hybrid of DIFM-DIY. The present perspective seems bright for such aftermarket service providers. However, these two are entirely different from aftermarket retailers such as Advance Auto Parts (AAP). Let us take a look at the present aftermarket scenario and its prospects.

Top Warren Buffett Stocks To Watch For 2014: Donaldson Company Inc (DCI)

Donaldson Company, Inc. (Donaldson) is a worldwide manufacturer of filtration systems and replacement parts. The Company's product mix includes air and liquid filtration systems and exhaust and emission control products. The Company operates in two segments: Engine Products and Industrial Products. Products in the Engine Products segment consist of air filtration systems, exhaust and emissions systems, liquid filtration systems, and replacement filters. Products in the Industrial Products segment consist of dust, fume, and mist collectors, compressed air purification systems, air filtration systems for gas turbines, polytetrafluoroethylene (PTFE) membrane-based products, and specialized air filtration systems for applications including computer hard disk drives. Effective January 14, 2014, Donaldson Co Inc acquired bankrupt Entreprise Dubourg Pere et Fils Sarl.

Donaldson�� products are manufactured at 40 plants around the world and through three joint ventures. The Engine Products segment sells to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and truck markets and to OEM dealer networks, independent distributors, private label accounts, and large equipment fleets. The Industrial Products segment sells to various industrial end-users, OEMs of gas-fired turbines and OEMs and end-users requiring clean air.

Advisors' Opinion:
  • [By Rich Duprey]

    Filtration systems specialist Donaldson� (NYSE: DCI  ) �announced yesterday�its second-quarter dividend of $0.13 per share, a�30% increase from the $0.10 per share payout it made last quarter.

Top Warren Buffett Stocks To Watch For 2014: RSC Holdings Inc.(RRR)

RSC Holdings Inc., together with its subsidiaries, engages in the rental of construction and industrial equipment primarily in the United States and Canada. It offers approximately 900 categories of equipment, including backhoes, forklifts, air compressors, scissor lifts, aerial work platform booms, and skid-steer loaders; and smaller items, such as pumps, generators, welders, and electric hand tools. The company also provides safety equipment, which comprise hard hats and goggles; consumables that include blades and gloves; tools comprising ladders and shovels; and other ancillary products. In addition, it sells new equipment; and used rental equipment, merchandise, and other related items. The company sells its products to industrial or non-construction related companies, and construction companies. As of December 31, 2011, it operated through a network of 440 rental locations in 43 states in the United States; and 3 Canadian provinces. The company is headquartered in Sc ottsdale, Arizona.

Advisors' Opinion:
  • [By Holly LaFon] s a machinery rental service for construction, industrial, petrochemical, governmental and manufacturing businesses in the U.S. and Canada. RSC tends to benefit in economic downturns, as more businesses turn to renting rather than buying equipment to cut costs. Rented equipment rose 20.7% percent (the sixth consecutive quarter of double-digit growth) and rental revenue increased 27% in the fourth quarter of 2011, compared to last year.

    United Rentals (URI), one of RSC�� largest competitors, had a rental revenue increase of 18.5% in the fourth quarter compared to last year, which included a 6.7% increase in rental rates.

    The company�� fleet utilization also increased to 69% for 2010, up 510 bps from 2010, and it spent $616 million in gross rental capital expenditures to keep up with demand.

    Part of the growth is a result of management�� decision in 2006 to expand beyond the cyclical construction market to the largely untapped non-construction and industrial markets that need machinery for mining and oil and gas drilling.

    RSC Holdings has a market cap of $2.26 billion; its shares were traded at around $22.15 with a P/E ratio of 197.91 and P/S ratio of 1.49.

    Magma Design Automation Inc. (LAVA)

    Magma Design Automation is a Silicon-Valley company that develops electronic design automation software products and solutions, from concept to completion. It has had relatively flat free cash flow growth for the last ten years and an average annual earnings growth of 1.8%.

    On November 30, it announced it was going to be acquired by Synopsys Inc., for $7.35 per share, or $507 million net of cash and debt. Shareholders sued the company on December 1 saying that the sell price was too low, as it closed as high as $8.50 per share in July 2011 and analysts had set price targets at up to $11.00 per share.

    Grantham bought 1,663,500 shares of the company at an average price of $5.70 in the fourth quarter.

    Gold Fields Ltd.

Top Warren Buffett Stocks To Watch For 2014: United Rentals Inc.(URI)

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It offers approximately 3,000 classes of equipment for rent to customers comprising construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The company?s fleet of rental equipment includes general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms consisting of boom lifts and scissor lifts; and general tools and light equipment, including pressure washers, water pumps, generators, heaters, and power tools. Its fleet also comprise trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; and power and heating, ventilating, and air conditioning (HVAC) equipment, which consists of portable diesel generators, electrical distribution equipment, and temperature control equipment, including heating and cooling equipment. In addition, the company sells new and used equipment, as well as related contractor supplies, parts, and service; and offers repair, maintenance, and rental protection services. Further, it develops and markets RENTALMAN, an enterprise resource planning application for equipment rental companies; and INFOMANAGER, which offers solution for creating a business intelligence system. As of January 1, 2012, the company had an integrated network of 529 rental locations in the United States and Canada. United Rentals, Inc. was founded in 1997 and is headquartered in Greenwich, Connecticut.

Advisors' Opinion:
  • [By Holly LaFon]

    United Rentals (URI), one of RSC�� largest competitors, had a rental revenue increase of 18.5% in the fourth quarter compared to last year, which included a 6.7% increase in rental rates.

  • [By Seth Jayson]

    United Rentals (NYSE: URI  ) is expected to report Q2 earnings around July 16. 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 United Rentals's revenues will expand 23.3% and EPS will expand 57.6%.

  • [By Heather Long]

    Some of the stocks he likes now include: Illumina (ILMN), Alexion Pharmaceuticals (ALXN), Actavis (ACT), and United Rentals (URI). All of these are up more than 20% this year with Illumina up over 50%.

  • [By Seth Jayson]

    United Rentals (NYSE: URI  ) reported earnings on July 16. Here are the numbers you need to know.

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

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