Thursday, January 22, 2015

Top Japanese Stocks To Own For 2014

In the 80s and 90s, it seemed everyone had to own a prized Nikon camera. The digital revolution came along and obliterated much of the demand for film and dark rooms. Then camera technology became universal in smart phones, yet again reorganizing the demand for cameras and how we capture images. Moreover, advances to digital imaging technology translated well beyond cameras to copiers, printers, scanners, microscopes, telescopes and other precision instruments.

Here�� a look at two long-established Japanese camera and imaging equipment companies in a 52-week low. The companies selected are more than 20% off a 52-week high.

Industry Sector: Industrial Products ��Business Equipment

The industrial products sector currently has 15 companies out of 239 on a 52-week low. The low ratio is 0.06.

Canon Inc. (CAJ)

Down 9% over 12 months, Canon Inc. has a market cap of $36.95 billion, and trades with a P/B of 1.40.

The current share price is around $32.05, or 21.7% off the 52-week high of $40.94. The yield is 4.03%.

Top 5 High Tech Stocks To Watch For 2015: Morgan Stanley(MS)

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. It operates in three segments: Institutional Securities, Global Wealth Management Group, and Asset Management. The Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, and leveraged buyouts and takeover defenses, as well as shareholder relations, capital raising, corporate lending, and investments. This segment also engages in sales, trading, financing, and market-making activities, including equity trading, commodities, and interest rates, credit, and currencies, as well as financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. The Global Wealth Management Group segment provide s brokerage and investment advisory services covering various investment alternatives comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs; education savings programs, financial and wealth planning services, and annuity and insurance products; credit and other lending products; cash management services; retirement services; and trust and fiduciary services. The Asset Management segment offers products and services in equity, fixed income, and alternative investments, such as hedge funds, fund of funds, real estate, private equity, and infrastructure to institutional and retail clients through proprietary and third party distribution channels. This segment also involves in investment and merchant banking activities. The company was founded in 1935 and is headq uartered in New York.

Advisors' Opinion:
  • [By Jonas Elmerraji]

    Financial services powerhouse Morgan Stanley (MS) is showing us the exact same setup right now, a fact that's not really that surprising considering the fact that the investment bank's big equity exposure basically makes it a leveraged bet on stocks.

    But with markets in bull mode, that's a good thing!

    Like SPY, Morgan Stanley is bouncing within a well-defined price channel right now. Price channels are valuable because they provide high probability ranges for a stock's price action. In other words, MS's price is unlikely to trade outside of those two bands on the chart above -- and that's exactly what makes this stock tradable right now. The best time to be a buyer comes on a bounce off of support, a level we're not far from.

    Buying off a support bounce makes sense for two big reasons: it's the spot where shares have the furthest to move up before they hit resistance, and it's the spot where the risk is the least (because shares have the least room to move lower before you know you're wrong). Remember, all trend lines do eventually break, but by actually waiting for the bounce to happen first, you're ensuring the MS can actually still catch a bid along that line.

    A stellar relative strength uptrend in MS adds some extra evidence that its rally has staying power.
     

  • [By Ben Levisohn]

    Wall Street is back, baby! And if you need evidence just take a look at Morgan Stanley’s (MS) financial results today.

    Reuters

    Morgan Stanley reported a profit of 65 cents a share, easily topping analyst forecasts for 54 cents a share, on sales of $8.7 billion, well ahead of the Street consensus for $8.2 billion. And like Goldman Sachs (GS), which reported yesterday, trading revenue surged.

    Citigroup’s Keith Horowitz and Christopher Larmoyeux explains how Morgan Stanley blew away forecasts:

    Relative to our estimate, the beat was entirely driven by the top-line which came in 15c higher due to better than expected I-Banking, FICC and Equities. Both comp and non-comp expenses were in line with our estimates. Global Wealth Management revenues came in slightly higher than expected but their 22% PT margin was in line with our estimates…

    The solid beat on revenue despite a higher bar for capital markets names headed into the quarter and the continued improve in GWM�� pre-tax margin should be positive for the stock, especially given its recent ~10% sell-off over the past few weeks.

    MKM Partners’ David Trone says “buy Morgan Stanley.” He explains why:

    We view this as a great quarter, which demonstrates good progress on both production and efficiency. We continue to like MS and its peers, and believe the recent pullback represents an attractive buying opportunity. We expect a good 4Q14 follow-through, and believe CCAR capital returns will be increased in the next couple of cycles as excess capital builds.

    Shares Morgan Stanley have gained 2% to $33.17 at 2:12 p.m. today, while Goldman Sachs has advanced 1.8% to $175.66.

  • [By Vladimir Kuznetsov]

    One day after Goldman Sachs Group Inc. reiterated its preference for X5 Retail Group NV among Russian retailers, Morgan Stanley (MS) reinforced its backing of competitor OAO Magnit.

  • [By Jon C. Ogg]

    How would a breakup really work? In all likelihood it would work the same way that a Citigroup Inc. (NYSE: C) breakup would work. Trading and underwriting operations would have to be quarantined, while the pure brokerage and retail account management efforts likely would�remain an in-bank effort. After all, it makes sense for Joe Public to go the bank and to be able to check in with a financial advisor too. But in contrast, Citigroup has been exiting its Smith Barney effort with Morgan Stanley (NYSE: MS) now in control. That would create a J.P. Morgan unit around the riskier side of the business, and Chase Bank offices would be a subsidiary of Chase.

Top Japanese Stocks To Own For 2014: TCW Strategic Income Fund Inc (TSI)

TCW Strategic Income Fund, Inc. (the Fund), formerly TCW Convertible Securities Fund, Inc., incorporated on January 13, 1987, is a diversified closed-end investment management company. The Fund's investment objective is to seek a total return consisting of current income and capital appreciation by investing in convertible securities, marketable equity securities, investment-grade debt securities, high-yield debt securities, options, and securities issued or guaranteed by the United States Government, its agencies and instrumentalities (U.S. Government Securities). The Fund also invests in repurchase agreements, mortgage-related securities, asset-backed securities, money market securities and other securities.

The Fund may invest in repurchase agreements secured by U.S. Government Securities. The Fund invests in sectors, such as financial services, aerospace and defense, airlines, automobiles, banking, commercial services, electric utilities, insurance, media, utilities, biotechnology and chemicals. The Fund�� investment advisor is TCW Investment Management Company.

Advisors' Opinion:
  • [By Dividends4Life]

    According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer

Top Japanese Stocks To Own For 2014: Humboldt Capital Corp (HMB)

Humboldt Capital Corporation (Humboldt) is an investment company with its holdings concentrated in the resource sector. The Company�� principal business is to purchase securities for investment income and capital appreciation over the long term. The Company provides early-stage risk capital, business experience and guidance to junior oil and gas enterprises. Humboldt is engaged in making investments in a range of very small to large companies, which are in turn engaged in the exploration, development, production and acquisition of crude oil and natural gas or minerals, or companies, which provides services to such companies. Humboldt also makes investments in other businesses that have potential for growth. Humboldt has investments in western Canadian energy companies, international oil and gas companies and in the mining sector, with particular emphasis on companies exploring or producing commodities. Advisors' Opinion:
  • [By Tom Stoukas]

    Ladbrokes (LAD) Plc plunged to its lowest price in almost a year after issuing a profit warning for its digital division. Thomas Cook Group Plc slid 6.6 percent after it said winter bookings have slowed. Hennes & Mauritz AB (HMB), Europe�� second-biggest clothing retailer, rose to its highest price after posting third-quarter profit that beat analysts��estimates.

  • [By Namitha Jagadeesh]

    Zurich Insurance Group AG (ZURN) lost 3.6 percent after second-quarter profit missed analysts��estimates. Hennes & Mauritz AB (HMB) declined the most in seven weeks as Europe�� second-biggest clothing retailer reported worse-than-expected sales. BG Group Plc, which derives 20 percent of its oil-and-gas production from Egypt, slipped 2.4 percent as the death toll from nationwide violence in the most populous Arab country climbed above 500.

  • [By Inyoung Hwang]

    EasyJet Plc and International Consolidated Airlines Group SA climbed as oil prices fell after the U.S. and Russia agreed on a plan to destroy Syrian chemical weapons. Hennes & Mauritz AB (HMB) advanced to a three-year high after sales topped estimates. Remy Cointreau SA (RCO) soared the most in almost four years as Chinese cognac shipments increased.

Top Japanese Stocks To Own 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.

  • [By Seth Jayson]

    Monro Muffler Brake (Nasdaq: MNRO  ) reported earnings on May 21. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 30 (Q4), Monro Muffler Brake beat expectations on revenues and met expectations on earnings per share.

  • [By Jeremy Bowman]

    What: Shares of Monro Muffler Brake (NASDAQ: MNRO  ) were going in reverse today, falling as much as 11% after missing on all counts in its earnings report.

Top Japanese Stocks To Own For 2014: Vanguard Intermediate Term Bond ETF (BIV)

Vanguard Intermediate-Term Bond ETF (the Fund) seeks to track the performance of a market-weighted bond index with an intermediate-term, dollar-weighted average maturity. The Fund employs a passive management or indexing strategy designed to track the performance of the Barclays Capital U.S. 5-10 Year Government/Credit Bond Index (the Index). The Index includes all medium and larger issues of the United States Government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximate the full Index in terms of key risk factors and other characteristics. All of the Fund�� investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the Index. The Fund�� investment advisor is The Vanguard Group, Inc. Advisors' Opinion:
  • [By GURUFOCUS]

    In addition to individual stocks several funds pay a monthly dividend. Below is a sampling of these:
    Monthly Bond Funds- iShares Barclays 1-3 Year Credit Bond (CSJ) | Yield: 1.29%
    - Vanguard Short-Term Bond ETF (BSV) | Yield: 1.25%
    - Vanguard Intermediate-Term Bond ETF (BIV) | Yield: 2.96%
    - Vanguard Long-Term Bond ETF (BLV) | Yield: 4.42%

Top Japanese Stocks To Own For 2014: HTC Corp (HTCCY)

HTC Corporation is principally engaged in the research, development and manufacturing of smart handheld devices. The Company provides touch phones, personal digital assistant (PDA) phones, smart phones, Android smart phones, Windows OS smart phones and panel computers, among others. The Company offers its products under the brand name of HTC, including HTC Butterfly series, Desire series, HTC One series, HTC Sensation series, HTC Explorer series, HTC Rhyme series, as well as HTC Radar series, among others. The Company distributes its products within domestic market and to overseas markets. Advisors' Opinion:
  • [By Leo Sun]

    Those problems are commonly attributed to sluggish demand in developed markets and aggressive competition from cheaper Chinese companies, but many investors don't notice another huge problem Samsung, Sony (NYSE: SNE  ) , and HTC (NASDAQOTH: HTCCY  ) �all face:�in-house fragmentation. These three companies have launched so many versions of their respective Galaxy, Xperia, and One phones that it becomes difficult�to track them all.

  • [By Leo Sun]

    In response,�Xiaomi president Bin Lin told China News Service that "one can only judge Xiaomi's gadgets after he or she has used them." Hugo Barra, Xiaomi's VP of international markets, added that the "iPhone 6 is using design language that HTC (NASDAQOTH: HTCCY  ) has had for five years" in an interview with the Economic Times. Barra also stated that Apple and Ive could not "claim full ownership" to design languages used across the smartphone industry.

  • [By Leo Sun]

    HTC (NASDAQOTH: HTCCY  ) just unveiled the HTC Desire Eye, an unusual "selfie" phone equipped with the most powerful front-facing camera ever.

No comments:

Post a Comment