Sunday, January 25, 2015

Hot Integrated Utility Companies For 2014

Google (NASDAQ: GOOG  ) (NASDAQ: GOOGL  ) recently launched "Chromebooks for Work," a new subscription service to encourage the enterprise adoption of Chromebooks. The service costs $50 annually per device, and gives enterprise customers access to Google's advanced Chrome OS management features and support.

Chromebooks. Source: Google.

Google is making it clear that Chromebooks, which can cost less than $200, aren't just for students anymore. In its updated service, Google introduces a single sign-on across multiple enterprise services which use the SAML (Security Assertion Markup Language) standard. This feature is useful for companies which don't want to be fully dependent on Google's apps, and allows users to switch quickly between work and personal accounts for BYOD (bring your own device) purposes.

Google's new management console also allows network administrators to install or block certain apps, change network access levels for certain users, customize homepage designs, and even push bookmarks to users' Chromebooks and mobile devices. In a blog post, Google states that Chromebooks' cloud-based infrastructure reduces the IT setup time for a business to "a matter of days," and notes that businesses like Woolworths, Auberge Resorts, and Chapters Health have all equipped their workers with Chromebooks.

Top Sliver Companies To Watch For 2015: Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)

Nuveen Tax-Advantaged Total Return Strategy Fund operates as a diversified and closed-end management investment company. The fund primarily invests in dividend-paying common stocks. It also invests in senior loans, U.S corporate bonds, notes and debentures, convertible debt securities, as well as high yield debt securities. Its portfolio primarily includes investments in oil and gas, diversified telecommunication, services, diversified financial services, tobacco, insurance, aerospace and defense, metals and mining, commercial banks, electric utilities, thrifts and mortagage finance, and paper and forest product sectors. Nuveen Tax-Advantaged Total Return Strategy Fund was organized in 2003 and is based in Chicago, Illinois.

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

Hot Integrated Utility Companies For 2014: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Taiwan Semiconductor Manufacturing Co., Ltd. is a Taiwan-based company principally engaged in the research, development, manufacture and distribution of integrated circuit (IC) related products. The Company operates its businesses through wafer manufacture, mask production, wafer testing and packaging components. The Company also involves in the provision of production management, customer services and design services. Its products and services are applied in the manufacture of personal computers and peripheral products, information related products, wire and wireless communication systems, automobile and industrial equipment, as well as consumer electronic products, such as digital disk players, digital televisions (TVs), game consoles, digital cameras, among others. Its customers include Altera, AMD, Broadcom, Marvell, NVIDIA, Qualcomm, Analog Devices, Freescale, NXP and Texas Instruments, among others. In July 2010, Taiwan Semiconductor Manufacturing Co. acquired mechanical and engineering equipment from ASML HONG KONG LTD. In September 2010, the Company acquired a set of equipments from ASML HONG KONG LTD. In December 2010, the Company acquired a set of equipment from TOKYO ELECTRON LTD., KLA-TENCOR CORP. and NOVELLUS SYSTEMS INTERNATIONAL,B.V. In January 2011, the Company announced that it had acquired a set of equipment from KLA-TENCOR CORP., a set of equipment and facility, and another set of equipment from VARIAN SEMI. EQUIP. ASSOCIATES GmbH. In March 2011, the Company acquired a set of equipments from Rudolph Technologies, Inc.In March 2011, the Company acquired a set of equipments from Rudolph Technologies, Inc. In May 2011, it acquired a set of equipments form APPLIED MATERIALS SOUTH EAST ASIA PACIFIC LTD., Hamatech APE Gmbh and CO. KG, TOKYO ELECTRON LTD., DAINIPPON SCREEN MFG. CO., LTD., and VARIAN SEMI. EQUIP. ASSOCIATES GMBH.

TSMC's customers include semiconductor companies, ranging from fabless semiconductor and systems companies, such as Advanced Micro Devices, In! c., Altera Corporation, Broadcom Corporation, Marvell Semiconductor Inc., MediaTek Inc., nVidia Corporation and Qualcomm Incorporated, to integrated device manufacturers, such as LSI Corporation, STMicroelectronics and Texas Instruments Inc. Fabless semiconductor and system companies accounted for approximately 80%, and integrated device manufacturers accounted for approximately 20% of its net sales as of December 31, 2009.

The Company manufactures semiconductors using CMOS and BiCMOS processes. The BiCMOS process combines the speed of the bipolar circuitry and the power consumption and density of the CMOS circuitry. It uses the CMOS process to manufacture logic semiconductors, memory semiconductors, including static random access memory (SRAM), flash memory, mixed-signal/ radio frequency (RF) semiconductors, which combine analog and digital circuitry in a single semiconductor, micro-electro-mechanical-system (MEMS), which combines micrometer featured mechanical parts, analog and digital circuitry in a single semiconductor, and embedded memory semiconductors, which combine logic and memory in a single semiconductor. The BiCMOS process is used to make high-end mixed-signal and other types of semiconductors.

Advisors' Opinion:
  • [By Dividend]

    Taiwan Semiconductor Manufacturing (TSM) has a market capitalization of $85.85 billion. The company employs 39,267 people, generates revenue of $16.931 billion and has a net income of $5.550 billion. Taiwan Semiconductor Manufacturing�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $10.448 billion. The EBITDA margin is 61.71 percent (the operating margin is 34.84 percent and the net profit margin 32.78 percent).

  • [By Ashraf Eassa]

    On the other hand, Taiwan Semiconductor (NYSE: TSM  ) and Samsung, the two remaining leading-edge foundries, are claiming that their 14/16-nanometer process technologies will be in high volume production during 2015. If we look at what has been announced so far in the way of products and timelines, we can get a sense of Intel's competitive position:

  • [By Ashraf Eassa]

    Is the tide turning?
    According to Digitimes, chip manufacturer Taiwan Semiconductor (NYSE: TSM  ) , or TSMC, has apparently begun to see an uptick in orders from PC-levered names such as AMD (NYSE: AMD  ) and NVIDIA. (Intel builds its chips at its own manufacturing plants). While this is mildly positive for TSMC, which is also levered to the fast-growing mobile markets, it could end up being very positive for Intel and the PC-levered names in general.

Hot Integrated Utility Companies For 2014: Andatee China Marine Fuel Services Corporation(AMCF)

Andatee China Marine Fuel Services Corporation, through its subsidiaries, engages in the production, storage, distribution, and wholesale purchase, and sale of blended marine fuel oil for cargo and fishing vessels primarily in Tianjin City, and Liaoning, Shandong, and Zhejiang Provinces in the People?s Republic of China. It sells its products through distributors, as well as to retail customers. The company was founded in 1997 and is based in Dalian, the People?s Republic of China.

Advisors' Opinion:
  • [By Lisa Levin]

    Andatee China Marine Fuel Services (NASDAQ: AMCF) shares surged 70.29% to $2.98 after the company reported Q2 results.

    Monster Beverage (NASDAQ: MNST) shares climbed 30.97% to $93.84. Coca-Cola Company (NYSE: KO) and Monster Beverage announced a long-term strategic partnership. As part of the deal, Coca-Cola will buy a 16.7% equity stake in Monster.

Hot Integrated Utility Companies For 2014: Endeavour Silver Corporation(EXK)

Endeavour Silver Corp., a mid-cap silver mining company, focuses on the growth of its silver production, reserves, and resources in Mexico and Chile. It principally holds interests in two producing silver mines in Mexico, including the Guanacevi mine, located in Durango State; and the Guanajuato mine located in Guanajuato State. Endeavour Silver Corp. was formerly known as Endeavour Gold Corp. and changed its name on September 14, 2004. The company was founded in 1981 and is headquartered in Vancouver, Canada.

Advisors' Opinion:
  • [By Zacks]

    Some better-ranked stocks in the Basic materials sector include Endeavour Silver Corp. (NYSE: EXK), Fortuna Silver Mines Inc. (NYSE: FSM) and MAG Silver Corp. (AMEX:MVG). All these stocks carry a Zacks Rank #2 (Buy).���

  • [By Jake L'Ecuyer]

    Top losers in the sector included Endeavour Silver (NYSE: EXK), off 4 percent, and Hecla Mining Co (NYSE: HL), down 3.5 percent.

    Top Headline
    Halliburton (NYSE: HAL) posted a profit in the first quarter. Halliburton swung to a quarterly profit of $622 million, or $0.73 per share, versus a year-ago loss of $18 million, or $0.02 per share. Its income from continuing operations came in at $0.73 per share. Its total revenue climbed to $7.35 billion versus $6.97 billion. However, analysts were estimating earnings of $0.72 per share on revenue of $7.26 billion.

Hot Integrated Utility Companies For 2014: Westpac Banking Corp (WEBNF)

Westpac Banking Corporation is a banking company. It operates through three divisions: Australian Financial Services (AFS), Westpac Institutional Bank (WIB) and Westpac New Zealand. AFS consists of Westpac�� retail and business banking operations in Australia, and includes Westpac Retail & Business Banking (Westpac RBB), St.George Banking Group and BT Financial Group Australia (BFTG). Westpac RBB is responsible for sales and service for consumer, small-to-medium enterprise customers and commercial customers under the Westpac brands. St.George is responsible for sales, and service for its consumer, business and corporate customers in Australia under brands, such as St.George and BankSA. BTFG is Westpac�� Australian wealth management division. In January 2014, the Company completed the acquisition of Lloyds Banking Group Plc�� Australian asset finance business, Capital Finance Australia Limited, and its Australian corporate loan portfolio, BOS International (Australia) Ltd. Advisors' Opinion:
  • [By Daniel Inman]

    Earnings season continued in Australia as Westpac Banking Corp. (AU:WBC) � (WEBNF) �fell 1.2% after the country�� second-largest bank by market value reported lower-than-expected revenue, offsetting a cash profit that exceeded forecasts.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Stocks in Australia fell early Thursday, pressured by a drop in the country's currency to a three-month low below 90 U.S. cents, and by losses on Wall Street overnight on concerns about tapering of monetary stimulus. The S&P/ASX 200 (AU:XJO) fell 28 points, or 0.5%, to 5,246, led by losses in the heavily weighted financial sector. There, shares of Westpac Banking Corp. (AU:WBC) (WEBNF) lost 1.2%, National Australia Bank Ltd. (AU:NAB) (NAUBF) declined 1%, and Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) shed 0.7%. Shares of Qantas Airways Ltd. (AU:QAN) (QUBSF) sank 14% after the company warned it expects to post an underlying loss before tax of $250 million to $300 million for the six months ending Dec. 31. The carrier said trading conditions saw a marked deterioration, particularly in November with both passenger loads and yields "below the already negative trends for the year to date."

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australian stocks started Monday trade higher, with the S&P/ASX 200 (AU:XJO) up 0.8% at 5,206.40 after a strong finish for Wall Street at the end of last week. Resource shares got a lift from gains for commodities prices since the previous trading session, with strong advances for gold and copper and a more than 2% rise for New York-traded crude-oil futures. Among the leading gainers, Rio Tinto Ltd. (AU:RIO) (RIO) added 1.2%, Oil Search Ltd. (AU:OSH) (OISHF) climbed 1.3%, and gold miners Newcrest Mining Ltd. (AU:NCM) (NCMGF) and Evolution Mining Ltd. (AU:EVN) (CAHPF) improved by 3.9% and 6.4%, respectively. The heavily weighted banking sector also enjoyed solid gains, with Commonwealth Bank of Australia (AU:CBA) (CBAUF) up 1%, Westpac Banking Corp. (AU:WBC) (WEBNF) trading 1.3% higher, and National Australia Bank Ltd. (AU:NAB) (NAUBF) rising 1.1% as the U.K.'s Sunday Times reported the lender is considering a 拢2 billion ($3.3 billion) float of its British operations, which the report said had dragged on NAB's results in recent years.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Stocks in Australia gave up ground early Tuesday before the country's central bank issued its final interest-rate decision of the year. The S&P/ASX 200 (AU:XJO) shed 0.2% to 5,271.10, with financial stocks mixed ahead a widely expected decision by the Reserve Bank of Australia to leave its benchmark rate at 2.5%. Westpac Banking Corp. shares (AU:WBC) (WEBNF) gave up 0.3% and Commonwealth Bank of Australia (AU:CBA) (CBAUF) shed 0.1%, but National Australia Bank Ltd. (AU:NAB) (NAUBF) tacked on 0.3%. Gold stocks were hit, dropping after gold futures fell by more than 2% overnight on concerns about a pullback in monetary stimulus by the U.S. Federal Reserve. Shares of gold miner Newcrest Mining Ltd. (AU:NCM) (NCMGF) lost 6.4%, Evolution Mining Ltd. (AU:EVN) (CAHPF) fell 6.7%, and Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) slid 9.7%.

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