Both of my ETF picks for 2014 may sound speculative. But each, in its unique way, is not. In fact, each provides a stealthy way to offset their risks, suggests Jim Lowell, editor of The Forbes ETF Advisor.
First Trust US IPO (FPX) began trading in April 2006, and has a market value of over $300 million��t's a hidden gem that won't run the risk of selling at a premium or discount to its NAV.
The IPOX-100 US Index is made up of the 100 largest, best performing, most liquid US initial public offerings; measuring the IPO's performance during their first 1,000 trading days. (IPOs get placed into the index on their sixth trading day and remain in the index for 1000 days.)
The top three sectors are consumer discretionary (25.9%), information technology (19.3%), and health care (16.8%). The top ten holdings are Facebook, AbbVie, GM, Phillips 66, Kinder Morgan, Kraft Foods, Marathon Petroleum, HCA Holdings, Dollar General, and Delphi Automotive.
First Trust US IPO is US-centric and a great complement to my more speculative pick, WisdomTree Japan Hedged Equity (DXJ), which is made up of dividend paying Japanese companies and an inbuilt hedge against Yen movements versus our almighty US dollar.
Top Oil Stocks To Watch For 2015: Central Europe Russia and Turkey Fund Inc (CEE)
Central Europe and Russia Fund, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Fund seeks long-term capital appreciation primarily through investment in equity and equity-linked securities of issuers domiciled in Central Europe and Russia. The Fund's portfolio includes investments in Russian, Polish, Hungarian, Czech Republic, Turkish, Austrian, Dutch, Cyprus, Bermuda and Virgin Islands common stocks.
The Fund invests in various industries, including commercial banks, diversified telecommunication services, food products, metals and mining, personal products, wireless telecommunication services, building products, construction and engineering, diversified telecommunication services, media, pharmaceuticals, automobiles, and oil, gas and consumable fuels. The Fund is managed and advised by subsidiaries of the Deutsche Bank Group. The Fund's investment advisor is Deutsche Asset Management International GmbH. The Fund's manager is Deutsche Investment Management Americas Inc.
Advisors' Opinion:- [By Jake L'Ecuyer]
Among the financial stocks, Ashford Hospitality Trust (NYSE: AHT) was down more than 5.7 percent, while The Central Europe, Russia and Turkey Fund (NYSE: CEE) tumbled around 5 percent.
- [By STANSBERRYRESEARCH]
With emerging market speculation heating up again, TRF is trading for a 24% premium right now. If that premium climbs any higher, we predict another obliteration. – Brian Hunt, DailyWealth, December 21, 2006
We published that note in December 2006. By March 2009, it had lost more than 90% of its value. Perhaps more importantly to any long-term, buy-and-hold investor, the decline we foresaw in the fund would have wiped out more than 100% of the accumulated capital gains, assuming you invested as much as 15 years earlier. Now... I'd like you to look at the chart one more time. Look at what happened to the fund in the first half of 2009. It went nearly straight up. On April 17, 2009, we told subscribers to buy Russian stocks. Instead of using TRF, Steve Sjuggerud recommended a nearly identical Scudder Fund, the Central Europe and Russia Fund (NYSE: CEE). Both went up 150% from their March lows. So if you followed the buy-and-hold strategy in Russian stocks over the last 15 years, you would have made a very small amount of money – or lost money, depending on when you sold your shares. On the other hand, if you applied a few of our secrets, you could have easily traded this fund for more than 100% gains in only a few weeks. And if you watch this fund, you'll be able to make trades like this three or four times each decade. If you watch other similar funds, you'll be able to make trades like this once or twice a year. And let me tell you one more thing about this situation. In January 2007, when TRF was widely overvalued and when most individual investors were clamoring to buy shares – despite the premium valuation – we checked to see if we could sell the fund short. We knew it was going to collapse and wanted to profit directly as it fell. But we couldn't. Why not? Because other professionals had already borrowed all of the available shares to sh
Best Information Technology Stocks To Own For 2014: AXT Inc(AXTI)
AXT, Inc., together with its subsidiaries, designs, develops, manufactures, and distributes compound and single element semiconductor substrates for use in wireless communications, lighting display applications, fiber optic communications, and solar cell. It offers semi-insulating substrates made from gallium arsenide, which are used in power amplifiers and radio frequency integrated circuits of wireless handsets, direct broadcast televisions, high-performance transistors, and satellite communications applications. The company also provides semi-conducting substrates made from gallium arsenide that are used for applications in light emitting diodes, lasers, and optical couplers; substrates made from indium phosphide used in broadband and fiber optic communications; and substrates made from germanium used in satellite and terrestrial solar cells, and for optical applications. It manufactures its semiconductor substrates using its proprietary vertical gradient freeze technol ogy. In addition, the company, through its joint venture agreements, manufactures and sells gallium, arsenic, germanium, germanium dioxide, paralytic boron nitride crucibles, and boron oxide. AXT, Inc. sells its products through direct sales force in the United States, as well as through independent sales representatives in France, Germany, Japan, South Korea, Taiwan, and the United Kingdom. The company was formerly known as American Xtal Technology, Inc. and changed its name to AXT, Inc. in July 2000. AXT, Inc. was founded in 1986 and is headquartered in Fremont, California.
Advisors' Opinion:- [By Eric Volkman]
SciClone (NASDAQ: SCLN ) has a new man leading its finance team. The company announced that it hired Wilson Cheung to be its new CFO. Cheung is a longtime executive who most recently served as chief compliance officer, Asia Pacific, at digital marketing agency Velti, following a stint as that company's CFO. Before that, he was CFO and corporate secretary at AXT (NASDAQ: AXTI ) and served in various managerial positions in firms such as KPMG and Yahoo!
Best Information Technology Stocks To Own For 2014: Sinclair Broadcast Group Inc.(SBGI)
Sinclair Broadcast Group, Inc., a television broadcasting company, owns or provides certain programming, operating, or sales services to television stations in the United States. The company broadcasts free over-the-air programming, such as network provided programs, news produced locally, local sporting events, programming from program service arrangements, and syndicated entertainment programs. It owns or provides programming and operating services pursuant to local marketing agreements, or provides sales services pursuant to outsourcing agreements to 58 television stations in 35 markets. The company was founded in 1952 and is based in Hunt Valley, Maryland.
Advisors' Opinion:- [By Westcott Rochette]
Assuming all of its announced mergers are completed (as we anticipate), Maryland-based Sinclair Broadcast Group (SBGI) will soon own or operate some 162 stations in 77 markets that, together, reach about 40% of US television households.
Best Information Technology Stocks To Own For 2014: ValueClick Inc.(VCLK)
ValueClick, Inc. provides various products and services that enable marketers to advertise and sell their products through online marketing channels primarily in the United States and the United Kingdom. The company?s Affiliate Marketing segment provides technology platforms, advertising network, and customer services, which enable advertisers to create their own commissioned online sales force comprising third-party Website publishers. This segment offers its services under the Commission Junction brand. Its Media segment provides digital marketing services and tailored programs under ValueClick Media brand name that enable marketers to create and increase awareness for their products and brands; attract visitors; and generate leads and sales through the Internet and mobile applications. The company?s Owned & Operated Websites segment offers its services through various Websites comprising Pricerunner and Smarter.com Websites, which enable consumers to research and comp are products from online and/or offline merchants; Couponmountain.com Website that enables consumers to locate coupons and deals related to products and services; and Investopedia.com Website, which provides information on various financial and investment topics, including a proprietary dictionary of financial terms. This segment also operates vertical content Websites that offer consumers information and reference material in various topics in healthcare, finance, travel, home and garden, education, and business services. Its Technology segment operates as an application service provider and offers technology infrastructure tools and consultative services that enable marketers to implement and manage their online display advertising, search engine marketing, and email campaigns. The company serves direct marketers, advertisers, advertising agencies, and traffic distribution partners. ValueClick, Inc. was founded in 1998 and is headquartered in Westlake Village, California.< /p> Advisors' Opinion:
- [By Brian Pacampara]
What: Shares of digital marketing company ValueClick (NASDAQ: VCLK ) plummeted 17% today after its quarterly results and outlook disappointed Wall Street.
- [By Rich Smith]
ValueClick got toggled off
Google's�mini-rival in the market for online ads, ValueClick (NASDAQ: VCLK ) , beat earnings by a couple of cents in yesterday's earnings report. Unfortunately, this good news isn't translating into good grades on Wall Street, as a whole series of analysts cut their ratings on the stock to various flavors of "hold." Stephens and Cantor Fitzgerald, Craig-Hallum and Raymond James -- one and all, the analysts are downgrading ValueClick today -- but why?
Best Information Technology Stocks To Own For 2014: AU Optronics Corp (AUO)
AU Optronics Corp. engages in the design, development, manufacture, assembly, and marketing of thin film transistor liquid crystal displays and other flat panel displays. The company operates in two segments, Display and Solar. It offers a range of display panels for use in mobile PCs, such as notebooks and tablets; desktop monitors; consumer electronics products consisting of mobile phones, digital still cameras, portable navigation displays, digital camcorders, automobile displays, amusement and printer displays, and portable gaming consoles; and LCD televisions. The company sells its panels to original equipment manufacturing service providers who manufacture products on a contract basis for brand companies; and to brand companies on a direct shipment basis. It also manufactures upstream and midstream products, such as polysilicons, ingots, wafers, and solar cells; designs, develops, and manufactures solar photovoltaic (PV) modules; produces solar PV systems; and provid es various value-added services for solar PV systems projects. AU Optronics Corp. operates in the People�s Republic of China, Taiwan, Singapore, Korea, and internationally. The company was formerly known as Acer Display Technology, Inc. and changed its name to AU Optronics Corp. in May 2001. AU Optronics Corp. was founded in 1996 and is based in Hsinchu, Taiwan.
Advisors' Opinion:- [By Monica Gerson]
AU Optronics (NYSE: AUO) shares reached a new 52-week low of $3.06. AU Optronics' PEG ratio is 2.34.
CBL & Associates Properties (NYSE: CBL) shares fell 5.20% to reach a new 52-week low of $18.43 after the company reported Q3 results.
- [By Seth Jayson]
Basic guidelines
In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized. Is the current inventory situation at AU Optronics (NYSE: AUO ) out of line? To figure that out, start by comparing the company's inventory growth to sales growth. How is AU Optronics doing by this quick checkup? At first glance, pretty well. Trailing-12-month revenue increased 6.5%, and inventory decreased 13.1%. Comparing the latest quarter to the prior-year quarter, the story looks decent. Revenue increased 14.9%, and inventory contracted 13.1%. Over the sequential quarterly period, the trend looks worrisome. Revenue dropped 7.7%, and inventory grew 7.7%.
Best Information Technology Stocks To Own For 2014: Knightsbridge Tankers Limited(VLCCF)
Knightsbridge Tankers Limited, through its subsidiaries, engages in the seaborne transportation of crude oil and dry bulk cargoes worldwide. The company?s customers include oil companies, tanker companies, dry bulk companies, petroleum products traders, government agencies, and other entities. As of September 6, 2011, it owned and operated a fleet of four double-hull very large crude carriers, and four Capesize dry bulk carriers. The company was founded in 1996 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Maxx Chatsko]
The horrendous flops
I wrote a blog post explaining why Knightsbridge Tankers (NASDAQ: VLCCF ) made the right move in slashing its dividend and why its prospects were looking up. The shipping company was extremely undervalued at the time, so why was I wrong? I made the mistake of thinking that a company trading below book value represented good value for shareholders. In reality, many shipping companies were -- and are -- trading below shareholders' equity because their fleets are enormously valuable assets. Unfortunately, that inflates book value enormously. It may not seem so harmful at first, but perpetually low charter rates have actually forced many shippers -- including Knightsbridge -- to sell tankers at less than market value to keep the lights on. Those practices can erase large chunks of book value overnight.
Best Information Technology 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 Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Monro Muffler Brake (Nasdaq: MNRO ) , whose recent revenue and earnings are plotted below. - [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.