Equity markets stumbled a bit to start the year but have since enjoyed a solid mid-winter rally, with the S&P 500 Index pushing out to new all-time highs.
The Dow Jones Utilities Average and the Philadelphia Stock Exchange Utility Index have both enjoyed consistently strong runs this year. Earnings for electric utilities, as we detail in the March issue of Utility Forecaster, available at www.UtilityForecaster.com, have been solid at both the top and bottom lines.
Well-known economist David Rosenberg, formerly chief economist for Merrill Lynch and now with Toronto-based Gluskin Sheff + Associates, has argued in recent days that Canadian stocks are trading at an ��pic��discount to US stocks.
The S&P/Australian Securities Exchange 200 Index, meanwhile, has surged to five-and-a-half-year highs, and the aussie has found some traction as well.
As I do once every month (except December), on Feb. 27 I met up in a virtual forum with Australian Edge, Canadian Edge and UF subscribers to discuss these and other, more company-specific issues.
Hot Cheap Stocks To Own For 2015: Ventas Inc. (VTR)
Ventas, Inc. is a publicly owned real estate investment trust. The firm engages in investment, management, financing, and leasing of properties in the healthcare industry. It invests in the real estate markets of the United States and Canada. The firm primarily invests in healthcare-related facilities including hospitals, skilled nursing facilities, senior housing facilities, medical office buildings, and other healthcare related facilities. Ventas, Inc. was founded in 1983 and is based in Chicago, Illinois with additional offices in Louisville, Kentucky and Dallas, Texas.
Advisors' Opinion:- [By Justin Loiseau]
Health or wealth -- why not both?
Cliffs Natural Resources and Caterpillar shares could continue their adjustments today, but investors will also need to keep an eye on Ventas' (NYSE: VTR ) 10 a.m. EDT earnings report. The health care REIT's shares have moved from 5% gains to a 12% drop over the last three months, and year-to-date gains clock in at 6.8% so far. - [By Dividends4Life]
Ventas, Inc. (VTR) is a publicly owned real estate investment trust that engages in investment, management, financing, and leasing of properties in the healthcare industry. December 9th the company increased its quarterly dividend 8.25 to $0.725 per share. The dividend is payable December 31, 2013, to stockholders of record on December 16, 2013. The yield based on the new payout is 5.0%.
- [By Keith Speights]
Debra Cafaro
Debra Cafaro has served as CEO of large real estate investment trust�Ventas (NYSE: VTR ) since 1999. Ventas stands as the leading seniors housing and health care REIT in the nation and sports a market cap of more than $20 billion. The company's total shareholder return over the last decade exceeds 835%. - [By Monica Wolfe]
Ventas Inc (VTR)
On Feb. 14, Ventas declared a dividend of $0.725 per share, representing 4.50% dividend yield for the company. This dividend is payable on March 28 to shareholders of the record at the close of business on March 7, 2014.
10 Best Canadian Stocks To Invest In Right Now: Comstock Resources Inc. (CRK)
Comstock Resources, Inc., an independent energy company, engages in the acquisition, development, exploration, and production of oil and natural gas properties in the United States. The company�s oil and gas operations are primarily located in East Texas/North Louisiana and South Texas. It owns interests in approximately 1,570 producing oil and natural gas wells. As of December 31, 2012, the company had proved reserves of 551 billion cubic feet of natural gas equivalent. Comstock Resources, Inc. was founded in 1919 and is headquartered in Frisco, Texas.
Advisors' Opinion:- [By Value Digger]
It is clear that these key metrics match the metrics of a heavily natural gas weighted company that also carries significant debt. To prove this, let's check out Comstock Resources (CRK). Comstock sold some assets recently to Rosetta Resources (ROSE) to reduce its long term debt which still remains high though.
10 Best Canadian Stocks To Invest In Right Now: Agnico-Eagle Mines Limited(AEM)
Agnico-Eagle Mines Limited, through its subsidiaries, engages in the exploration, development, and production of mineral properties in Canada, Finland, and Mexico. The company primarily explores for gold, as well as silver, copper, zinc, and lead. Its flagship property includes the LaRonde mine located in the southern portion of the Abitibi volcanic belt, Canada. The company was founded in 1953 and is based in Toronto, Canada.
Advisors' Opinion:- [By Charley Blaine]
Gold mining stocks are pretty much a disaster. Newmont Mining (NYSE: NEM) is down 50 percent in 2013. Agnico Eagle Mines (NYSE: AEM) is off 51 percent. The NYSE Arca Gold BUGS Index is down 56 percent.
10 Best Canadian Stocks To Invest In Right Now: Cameco Corporation(CCJ)
Cameco Corporation operates as a uranium producer, supplier of conversion services, and fuel manufacturer. The company?s Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. Its operating uranium properties include the McArthur River and Key Lake, and Rabbit Lake located in Saskatchewan, Canada; the Crow Butte located in Nebraska and the Smith Ranch-Highland located in Wyoming; and the Inkai uranium deposit located in Kazakhstan. Cameco Corporation?s Fuel Services segment engages in the refining, conversion, and fabrication of uranium concentrate; and the purchase and sale of conversion services. Its products include uranium trioxide, uranium hexafluoride, and uranium dioxide. This segment also manufactures fuel bundles, reactor components, and monitoring equipment to Candu reactors; and provides nuclear fuel and consulting services to Candu operators. The company?s Electricity segment engages in the generation and sale of nuclear electricity, through its 31.6% interest in Bruce Power L.P. This segment operates four nuclear reactors at the Bruce B generating station in southern Ontario, Canada. The company was founded in 1987 and is headquartered in Saskatoon, Canada.
Advisors' Opinion:- [By Reuben Brewer]
Relatively weak demand for thermal coal in China has pushed coal prices lower in Australia. That's a problem for big miners like Rio Tinto (NYSE: RIO ) , BHP Billiton (NYSE: BHP ) , and Peabody Energy (NYSE: BTU ) . However it could add to the allure of uranium miner Cameco (NYSE: CCJ ) .
- [By Selena Maranjian]
Among holdings in which GMT Capital increased its stake was Canada-based uranium specialist Cameco (NYSE: CCJ ) . The company's business is expected to improve as gas and coal prices eventually rise, and also due to new nuclear plants being built. My colleague Sean Williams likes Cameco's transparency, expects higher uranium prices, and notes that China is also expected to demand more uranium over time. Some see the stock having a fair chance to appreciate substantially.
- [By Jim Wallingford]
Cameco (CCJ) was created in 1988 through the merger of two Canadian crown (government-owned) corporations. It's IPO debuted on the Toronto exchange in 1991 and a NYSE listing occurred in 1996. The McArthur River mine, the highest grade mine in the world (16.36% U3O8, 100 times the global average), began production in November 2000. Cameco's share of the proven and probable resources is 264 mil lbs. The mine has produced 230 mil lbs in the last 13 years. CCJ's current year share is over 13 mil lbs.
10 Best Canadian Stocks To Invest In Right Now: National Retail Properties (NNN)
National Retail Properties, Inc. is a publicly owned equity real estate investment trust. The firm acquires, owns, manages, and develops retail properties in the United States. It provides complete turn-key and built-to-suit development services including market analysis, site selection and acquisition, entitlements, permitting, and construction management. The firm also focuses on purchasing and financing net-leased retail properties. It was formerly known as Commercial Net Lease Realty, Inc. National Retail Properties was founded in August 1984 and is based in Orlando, Florida.
Advisors' Opinion:- [By Brad Thomas]
Other REITs mentioned: (O), (NNN), (STAG), (DCT), (EGP), (PDM), (DRE), (LRY)
Source: Chambers Street: More Liquidity Magic On The Way In REIT-DomDisclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)
- [By Charles Sizemore]
ARCP has a shorter trading history than some of its peers, such as Realty Income (O) and National Retail Properties (NNN), which largely explains why its yield is higher. As a relatively new REIT, ARCP stock is largely unfollowed by investors. But once its merger with Cole Properties (COLE) is completed, ARCP will be the largest trip-net REIT by market cap and total square footage, and it will no longer be flying under Wall Street�� radar.
- [By Brad Thomas]
Finally, here's the report card. Agree has racked up a year-over-year total return of 43.19%. That's not bad, especially when you consider the noise generated by the big boys: Realty Income (O) 32.66%; National Retail Properties (NNN) 47.44%; W.P. Carey (WPC) 57.84%; Spirit Realty (SRC) 35.44%; and American Realty Capital Properties 52.18%.
10 Best Canadian Stocks To Invest In Right Now: Education Realty Trust Inc. (EDR)
Education Realty Trust, Inc., a real estate investment trust (REIT), develops, acquires, owns, and manages student housing communities located near university campuses in the United States. It also provides third-party management services, including residence life and student development, marketing, leasing administration, strategic relationships, information systems, and accounting services for student housing communities owned by educational institutions and charitable foundations. In addition, the company offers third-party development consulting services, such as market analysis and evaluation of housing needs and options; co-operation with university in architectural design; negotiation of ground lease, development agreement, construction contract, architectural contract, and bond documents; oversight of architectural design process; co-ordination of governmental and university plan approvals; oversight of construction process; design, purchase, and installation of fu rniture; pre-opening marketing to students; and obtaining final approvals of construction. It provides its third-party development consulting services primarily to universities seeking to modernize their on-campus student housing communities, as well as to other third-party investors. As of December 31, 2009, the company owned 40 student housing communities located in 19 states containing 25,454 beds in 7,813 apartment units located near 35 universities. It also provided third-party management services for 20 student housing communities located in 9 states containing 10,186 beds in 3,272 apartment units at 16 universities. The company qualifies as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal corporate income tax if it distributes at least 90% of its REIT taxable income to its stockholders. The company was founded in 1964 and is based in Memphis, Tennessee.
Advisors' Opinion:- [By Rich Duprey]
College dorm room operator�Education Realty Trust (NYSE: EDR ) announced today its second-quarter dividend of $0.11 per share, a 10% hike in the payout of $0.10 per share that it made last quarter.
- [By Monica Wolfe]
Education Realty Trust (EDR)
Over the past week two insiders made some buys. Both the CEO as well as the company�� CFO made these buys.Executive VP, CFO and Treasurer Randall Brown bought 5,500 shares at $9.04 per share. This cost him a total of $49,720. The price per share has increased 1.44% since then. Brown now holds on to 99,346 shares of company stock.
10 Best Canadian Stocks To Invest In Right Now: FMC Corporation (FMC)
FMC Corporation, a chemical company, provides solutions, applications, and products for agricultural, consumer, and industrial markets. The company operates in three segments: Agricultural Products, Specialty Chemicals, and Industrial Chemicals. The Agricultural Products segment develops, markets, and sells a portfolio of crop protection, pest control, and lawn and garden products. It produces insecticides, herbicides, and fungicides to protect crops, including cotton, sugarcane, rice, corn, soybeans, cereals, fruits, and vegetables from insects and weed growth; and for non-agricultural applications, including pest control for home, garden, and other specialty markets, as well as for turf and roadside applications. The Specialty Chemicals segment focuses on food ingredients, pharmaceutical excipients, biomedical technologies, and lithium products. It produces microcrystalline cellulose that is used as drug dry tablet binder and disintegrant, and food ingredient; carrageena n, which is used as food ingredient for thickening and stabilizing; encapsulant for pharmaceutical and nutraceutical applications; alginates that are used as food ingredients, and for pharmaceutical excipient, wound care, orthopedic uses, and industrial uses; and lithium that is used in pharmaceuticals, polymers, batteries, greases and lubricants, air conditioning, and other industrial applications. The Industrial Chemicals segment produces inorganic materials, such as soda ash for glass, chemicals, and detergents; specialty peroxygens for pulp and paper, chemical processing, detergents, antimicrobial disinfectants, environmental applications, electronics, and polymers; and zeolites and silicates for detergents, car tires, pulp, and paper. It has operations in North America, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. The company was founded in 1884 and is headquartered in Philadelphia, Pennsylvania.
Advisors' Opinion:- [By Ben Levisohn]
du Pont isn’t the only agricultural-exposed chemical company dropping today. Monsanto (MON) has declined 1% to $124.98, while FMC Corp (FMC) is off 0.8% at $70.45.
- [By Marc Courtenay]
Some other names to consider as takeover targets would include FMC Technologies, Inc. (FTI), which provides technology solutions for the energy industry worldwide and hit a 52-week high on April 11th. Another less conspicuous target is the diversified chemical company FMC Corp. (FMC), which has a market cap of only $8 billion plus a forward PE of less than 13.
- [By Ben Levisohn]
Timing of the transaction completion is mid 2015, following final approval of the BoD, receipt of favorable opinion on tax free status from IRS, shareholder approval, & all regulatory approvals. As a point of interest we have seen several announcements recently where an announcement of the split drives the stocks up 10% and quickly fades as timing sets in and market risk still exists. recent examples [Hertz (HTZ), FMC Corp (FMC), Agilent (A), Noble (NE), CBS (CBS)]. I would expect the stock to fade hard from these levels
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