The white noise of the Federal Reserve has drowned out the roar of the rail industry. While others argue about the macroeconomic picture, railroads have been chugging along at a steady pace. The Dow Jones Transportation Index has soared 18% this year -- the average gain of the top three railroads is 26%.
The U.S. rail market is a $60 billion industry, with more than 140,000 miles of track across the nation. And what's being moved the most?
Oil. Coal. Chemicals.
Coal alone accounts for 43% of the total tonnage moved by train. Crude oil shipments, trending away from pipelines, spiked 256% in 2012 to 167 million barrels in nearly 234,000 freight cars. By 2016, more than 2.7 million barrels of oil a day is expected to be transported by rail -- more than the entire Trans-Alaskan pipeline.
Top Forestry Companies To Buy Right Now: Brookfield Property Partners LP (BPY)
Brookfield Property Partners L.P., incorporated on January 3, 2013, is a commercial real estate owner, operator and investor operating globally. The Company�� diversified portfolio includes interests in over 300 office and retail properties encompassing approximately 250 million square feet. In addition, the Company has interests in approximately 19,800 multi-family units, 29 million square feet of industrial space and an 18 million square foot office development pipeline. The Company�� properties are located in North America, Europe, Australia and Brazil. The Company�� business is organized in four operating platforms, which include office, retail, multi-family & industrial and opportunistic investments.
Office
Through a series of public and private vehicles, Brookfield Property Partners is engaged in the ownership and management of office portfolios, owning, developing and managing premier office properties in the United States, Canada, Australia and the United Kingdom. Brookfield Office Properties (BPO), is the Company�� global pure-play office company, and consists of its office portfolio and operational platform. Brookfield Property Partners owns 50% of BPO. Brookfield Property Partners' office portfolio is consists of interests in 124 office properties totaling over 80 million square feet of commercial space. These properties are primarily located in the downtown centers of New York, Washington, D.C., Houston, Los Angeles, Toronto, Calgary, Ottawa, Sydney, Melbourne and Perth.
Retail
The Company owns and manages interests in approximately 170 retail assets, predominantly in the United States and Brazil. These properties encompass approximately 156 million square feet of retail space, primarily concentrated in the United States based malls of General Growth Properties, Inc (GGP).
Multi-family
Through Brookfield's private opportunistic funds Brookfield Property Partners controls approximately 15,600 multifamil! y units throughout North America. Fairfield Residential (Fairfield) forms the basis of its multi-family platform.
Industrial
Through Brookfield's private opportunistic funds Brookfield Property Partners controls 29 million square feet of industrial space, including approximately 81% of the common equity in Verde, an owner, operator and developer of industrial distribution facilities in the United States and Mexico. Verde owns 110 industrial distribution facilities consists of 18 million square feet of space in the United States distribution markets and gateway trade markets along the United States and Mexican border, as well as over 20,000 acres of land intended for future sale and development.
Advisors' Opinion:- [By GuruFocus] ref="http://www.gurufocus.com/StockBuy.php?GuruName=Tom+Gayner">Tom Gayner initiated holdings in Brookfield Property Partners LP. His purchase prices were between $19.57 and $23.64, with an estimated average price of $21.67. The impact to his portfolio due to this purchase was 0.13%. His holdings were 175,122 shares as of 06/30/2013.
New Purchase: ONEOK, Inc. (OKE)
Tom Gayner initiated holdings in ONEOK, Inc.. His purchase prices were between $41.16 and $52.13, with an estimated average price of $46.98. The impact to his portfolio due to this purchase was 0.1%. His holdings were 70,000 shares as of 06/30/2013.
New Purchase: Blackstone Group LP (BX)
Tom Gayner initiated holdings in Blackstone Group LP. His purchase prices were between $19.1 and $23.45, with an estimated average price of $21.2. The impact to his portfolio due to this purchase was 0.09%. His holdings were 116,900 shares as of 06/30/2013.
New Purchase: BlackRock Inc (BLK)
Tom Gayner initiated holdings in BlackRock Inc. His purchase prices were between $245.3 and $291.69, with an estimated average price of $267.9. The impact to his portfolio due to this purchase was 0.08%. His holdings were 9,100 shares as of 06/30/2013.
New Purchase: KKR & Co LP (KKR)
Tom Gayner initiated holdings in KKR & Co LP. His purchase prices were between $17.8 and $21.15, with an estimated average price of $19.85. The impact to his portfolio due to this purchase was 0.08%. His holdings were 115,000 shares as of 06/30/2013.
New Purchase: Eni SpA (E)
Tom Gayner initiated holdings in Eni SpA. His purchase prices were between $40.39 and $48.96, with an estimated average price of $45.85. The impact to his portfolio due to this purchase was 0.04%. His holdings were 30,000 shares as of 06/30/2013.
New Purchase: Ross Stores, Inc. (ROST)
Tom Gayner initiated holdings in Ross Stores, Inc.. His purchase prices were between $59.26 and $66.5, with an estimated average pr
- [By Jake L'Ecuyer]
Shares of Brookfield Office Properties (NYSE: BPO) got a boost, shooting up 13.45 percent to $19.02 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.
- [By Luke Jacobi]
Brookfield Office Properties (NYSE: BPO) got a boost, closing up 13.71 percent to $19.07 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.
Best Railroad Companies To Watch For 2014: Nuveen Virginia Premium Income Municipal Fund (NPV)
Nuveen Virginia Premium Income Municipal Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors, Inc. and Nuveen Asset Management, LLC. It invests in the fixed income markets of Virginia. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in securities that provide income exempt from federal and Virginia income tax. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the S&P National Municipal Bond Index and the S&P Virginia Municipal Bond Index. Nuveen Virginia Premium Income Municipal Fund was formed on January 12, 1993 and is domiciled in the United States.
Advisors' Opinion:- [By Chuck Carnevale]
Moreover, at this point I would like to add that the real meaning of forecasting future earnings is so we can determine what the size and amount of the future cash flows that a stock under consideration might be capable of generating for us. This is important, because assessing the net present value of our expected future income stream, is at the heart of determining fair value (intrinsic value). Calculating net present value (NPV) is functionally-related to today's wide utilization of discounted cash flow (DCF) analysis as a stock selection tool. I will elaborate more on this important metric in part B of this article.
Best Railroad Companies To Watch For 2014: Skullcandy Inc (SKUL)
Skullcandy, Inc., incorporated on May 20, 2005, is a designer, marketer and distributor of performance audio and gaming headphones and other accessory related products under the Skullcandy, Astro Gaming and 2XL by Skullcandy brands. The Company's products are sold and distributed through a variety of channels in the United States and approximately 80 countries worldwide. The Company is engaged in the distribution of headphones in specialty retailers focused on action sports and the youth lifestyle, such as Zumiez, Tilly�� and hundreds of independent snow, skate and surf retailers. It distributes through consumer electronics, mass, sporting goods and mobile phone retailers, such as Best Buy, Target, Dick�� Sporting Goods and AT&T Wireless. Skullcandy products are also sold through its Website.
The Company�� product line include dB Collecti; Mobility Collectio, which targets mobile channel with product features designed to work on cell phones and smartphones, such as the Apple iPhone, and 2XL, which represents traditional sports, motor sports and hip-hop and rock and roll music. The Company sponsors athletes, disc jockeys (DJs), musicians, artists and events within all areas of action sports and the indie and hip-hop music genres. Through its Websites, skullcandy.com, skullcandy.tv, ca.skullcandy.com, eu.skullcandy.com, uk.skullcandy.com, 2xl.com, astrogaming.com, astrogaming.co.uk and astrogaming.fr listen to music by its sponsored artists, read blog updates on events, athletes, DJs, musicians and artists, and shop for Skullcandy and Astro Gaming products.
The Company competes with Sony, JVC, Bose, Beats by Dr. Dre, Nixon, adidas, Incase, Urbanears, Monster Cable Products, Sol Republic, iFrogz,Nike and Sennheiser.
Advisors' Opinion:- [By Peter Graham]
The Q3 2014 earnings report for small cap audio stock Skullcandy Inc (NASDAQ: SKUL), a potential peer of other audio stocks like mid cap Harman International Industries Inc (NYSE: HAR) and small cap Koss Corporation (NASDAQ: KOSS), is scheduled for after the market's close on Wednesday (November 5th). Aside from the Skullcandy Inc earnings report, it should be said that Harman International Industries Inc reported Q1 2015 earnings on October 30th (net sales increased 22% to $1.4B and net income rose 37% to $92M thanks to robust demand for car audio products) while Koss Corporation reported Q1 2015 earnings on October 22nd (sales fell 19.9% to $5,469,486 as sales continued to be soft in Europe and there was a net loss of $94,998 verses net income of $79,402). Traders with long memories though might remember that in�late 2012, Skullcandy Inc had the dubious distinction of being the market�� most shorted stock (see: Long Live the Shorts or the Short Squeeze? SKUL, AM & UBNT) with short�interest of 86.47%.
- [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]
Skullcandy Inc.'s(SKUL) fourth-quarter earnings fell 69% as the headphones maker’s steps to improve pricing control had a negative impact on sales. Still, the results topped analysts’ estimates. Shares surged 25% to $9.27 premarket.
Best Railroad Companies To Watch For 2014: ZAGG Incorporated(ZAGG)
ZAGG Incorporated, together with its subsidiaries, designs, manufactures, and distributes protective coverings, audio accessories, and power solutions for consumer electronics and hand-held devices under the invisibleSHIELD, ZAGGskins, ZAGGbuds, ZAGGsparq, and ZAGGmate brand names, primarily in the United States and Europe. Its invisibleSHIELD is a protective film covering designed for iPods, iPads, laptops, cell phones, digital cameras, watch faces, global positioning systems, personal digital assistants, MP3 players, watch faces, global positioning systems, gaming devices, and rotary blades of military helicopters. The company?s ZAGGaudio brand of electronics accessories and products primarily comprise ZAGGsmartbuds, a water resistant ear bud; ZAGGskins brand consists of high-resolution images with the scratch protection of ZAGG?s invisibleSHIELD; ZAGGsparq is a portable battery that recharges various USB-charged devices, including the Apple iPads and iPhones, cell phone s, handheld gaming systems, and digital cameras; ZAGG LEATHERskins are thin, pliable cases for personal electronics; and ZAGGmate products are protective cases for the Apple iPad. ZAGG Incorporated offers approximately 5,000 precision pre-cut designs of its products through online channels, big-box retailers, electronics specialty stores, resellers, college bookstores, Mac stores, and mall kiosks. The company is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By Rick Munarriz]
Thursday
ZAGG (NASDAQ: ZAGG ) has been a brutal disappointment for investors who thought they were getting a thinking investor's play on the smartphone and tablet revolutions. The maker of protective screens, keyboard covers, and other mobile-gadget accessories has fallen hard after hosing down its outlook twice over the past three months. - [By Selena Maranjian]
Why Corning?
The company is a giant in specialty glasses and fiber optics. Its fortunes are influenced these days by smartphone and tablet makers such as Apple (NASDAQ: AAPL ) , which use its glass in their displays. Corning's Gorilla Glass is so strong that it has put a crimp in the business of screen-protecting companies such as ZAGG (NASDAQ: ZAGG ) . Some worry about Apple's interest in sapphire, though, as it's even stronger than Gorilla Glass (though more expensive) and could threaten Corning. - [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does ZAGG (NASDAQ: ZAGG ) fit the bill? Let's look at what its recent results tell us about its potential for future gains.
Best Railroad Companies To Watch For 2014: POSCO(PKX)
POSCO engages in the manufacture and sale of steel products in South Korea and internationally. The company offers hot rolled steel for general structures, gas cylinders, hull structures, automobile structural uses, and machine structures; atmospheric corrosion resistant steel; steel for casting and tubing of oilwell pipes; steel for line pipes; and general machine structural steel, alloy steel, and steel for tools and machine parts, as well as steel for ships. It also provides cold rolled, galvanized, electrical, and stainless steel products, as well as titanium products. In addition, it involves in various activities, including engineering and construction, steel work maintenance and machinery installation, computer hardware and software distribution, economic research and consulting, rare and special metals manufacturing, rental houses construction and management, energy and resource development, architecture and consulting, electronic commerce, refractories manufacturi ng and sales, transporting and warehousing, and electricity generation. Further, the company engages in components manufacturing and sales, ferromanganese manufacturing, financial investment, LED lightning, coal trading, mine development, finance, iron ore mining and trading, harbor loading and unloading, spinning and weaving, and paper and cement manufacturing businesses; operates athletic facilities and a distribution center; and invests in venture companies and biotech ventures. POSCO was founded in 1968 and is based in Seoul, South Korea.
Advisors' Opinion:- [By Jake Maxwell Watts]
Markets in Korea were higher for the seventh straight session, after a break for Christmas. The Kospi (KR:SEU) �was up 0.1%, near its highest levels in over three weeks. Index heavyweights Samsung Electronics Co. (KR:005930) � (SSNLF) �lost 0.1%, while steel producer Posco (KR:005490) � (PKX) �and auto manufacturer Kia Motors Co. (KR:000270) � (KIMTF) �gained 1.1% and lost 0.2%, respectively.
- [By Jeff Reeves]
Other options include Korean steel giant Posco (PKX), though admittedly this is much more of a global player and subject to commodity trends instead of South Korean growth.
Best Railroad Companies To Watch For 2014: Greenfield Farms Food Inc (GRAS)
Greenfield Farms Food, Inc., formerly Sweet Spot Games, Inc., is a consumer and wholesale driven producer of grassfed beef. As of March 2, 2011, the Company had product in 55 retail locations, 51 with Lowes Foods Stores throughout North and South Carolina, three retail locations with the Healthy Home Markets in Charlotte, North Carolina and one custom butcher, The Peach Stand located in Ft. Mill, South Carolina. On March 1, 2011, the Company executed a plan of exchange and merger and acquired Greenfield Farms Grassfed Beef, Inc., a North Carolina company. As of March 2, 2011, the Company and its collective group of producers represented over 2,500 acres in pasture under management and approximately 2,000 head of cattle. In November 2013, Greenfield Farms Food Inc acquired Carmela's Pizzeria.
The Company was established as a development-stage company, for developing online, multiplayer gaming applications. In February 2010, the Company abandoned the game development space.
The Company competes with White Oak Pastures (WOP).
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Greenfield Farms Food Inc (OTCMKTS: GRAS), International Stem Cell Corp (OTCMKTS: ISCO) and Redpoint Bio Corporation (OTCMKTS: RPBC) have all been getting some extra attention lately in various investment newsletters. However, none of these small cap stocks appear to have been the subject or paid promotions or investor relations activities. So does that make any of them good bets for traders and investors alike? Here is a quick look and a reality check:
No comments:
Post a Comment