Tuesday, July 29, 2014

Best Rising Companies To Own In Right Now

BALTIMORE (Stockpickr) -- The S&P 500 may not have moved much last week -- just 0.46% -- but it was certainly an eventful week to be an investor.

>>5 Stocks Ready to Break Out

Between a new set of Fed minutes, an announcement that Microsoft (MSFT) CEO Steve Ballmer was retiring (which sparked a $20 billion boost in the stock's value), and a three-hour trading halt in the Nasdaq, it was an action-packed week. But ultimately all three of those bombshells are better attention grabbers than they are market movers.

More relevant is the big bounce that the S&P took off of its long-term trendline last week. That paints a bullish picture for stocks, even as investors are more anxious than ever. To take advantage of that mismatch, we're turning to a new set of Rocket Stocks this week.

For the uninitiated, "Rocket Stocks" are our list of companies with short-term gain catalysts and longer-term growth potential. To find them, I run a weekly quantitative screen that seeks out stocks with a combination of analyst upgrades and positive earnings surprises to identify rising analyst expectations, a bullish signal for stocks in any market. After all, where analysts' expectations are increasing, institutional cash often follows. In the last 212 weeks, our weekly list of five plays has outperformed the S&P 500 by 87%.

Best Financial Stocks For 2015: 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.

Best Rising Companies To Own In Right Now: CSS Industries Inc (CSS)

CSS Industries, Inc. (CSS), incorporated on November 5, 1923, is a company primarily engaged in the design, manufacture, procurement, distribution and sale of seasonal and all occasion social expression products, principally to mass market retailers. These seasonal and all occasion products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper, decorations, classroom exchange Valentines, decorative ribbons and bows, floral accessories, Halloween masks, costumes, make-up and novelties, Easter egg dyes and novelties, craft and educational products, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, and other gift items that commemorate life�� celebrations. In September 5, 2012, it sold the Halloween portion of its Paper Magic business to Gemmy Industries (HK) Limited.

CSS��product provides its retail customers the opportunity to use a single vendor for much of their seasonal product requirements. A substantial portion of CSS��products are manufactured, packaged and/or warehoused in 10 facilities located in the United States, with the remainder purchased primarily from manufacturers in Asia and Mexico. The Company�� products are sold to its customers by national and regional account sales managers, sales representatives, product specialists and by a network of independent manufacturers��representatives. The Company�� principal operating subsidiaries include Paper Magic Group, Inc. (Paper Magic), Berwick Offray LLC (Berwick Offray) and C.R. Gibson, LLC (C.R. Gibson). CSS designs, manufactures, procures, distributes and sells a range of seasonal consumer products primarily through the mass market distribution channel. Christmas products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper and decorations. CSS��Valentine product offerings include classroom exchange Valentine cards and other related Valen! tine products, while its Easter product offerings include Dudley�� brand of Easter egg dyes and related Easter seasonal products. CSS also designs and markets decorative ribbons and bows, all occasion boxed greeting cards, gift wrap, gift bags, gift boxes, gift card holders, decorative and waxed tissue, decorative films and foils, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, floral accessories and other gift and craft items to its mass market, craft, specialty and floral retail and wholesale distribution customers, and teachers' aids and other learning oriented products to the education market through mass market retailers, school supply distributors and teachers' stores. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Dudley��, Don Post Studios, Eureka, Learning Playground, Stickerfitti and iota. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Seastone, Dudley��, Eureka, Learning Playground and Stickerfitti.

CSS operates 10 manufacturing and/or distribution facilities located in Pennsylvania, Maryland, New Hampshire, South Carolina, Alabama and Texas. Its boxed greeting cards are produced by Asian manufacturers to the Company�� specifications. Halloween make-up and Easter egg dye products are manufactured in Asia to specific formulae by contract manufacturers who meet regulatory requirements for the formularization and packaging of such products. Ribbons and bows are primarily manufactured and warehoused in seven facilities located in Pennsylvania, Maryland, South Carolina and Texas. Memory books, stationery, journals and notecards, infant and wedding photo albums, scrapbooks, and other gift items are imported from Asian manufacturers and warehoused and distributed from a distribution facility in Florence, Alabama. Floral accessories, including pot covers, foil, waxed tissue, shred, aisle runners, corsage bags and other paper! and film! products, are manufactured in a facility located in Milford, New Hampshire and Juarez, Mexico. Manufacturing includes gravure and flexo printing, waxing and converting. Products are warehoused and distributed from a distribution facility in Berwick, Pennsylvania. Other products including, but not limited to, decorative tissue paper, all occasion gift wrap, gift tags, gift bags, gift boxes, gift card holders, classroom exchange Valentine products, Halloween masks, costumes and novelties, Easter products, decorations and school products are designed to the specifications of CSS and are imported primarily from Asian manufacturers.

Advisors' Opinion:
  • [By Rich Duprey]

    Gifts maker�CSS Industries� (NYSE: CSS  ) �announced yesterday its second-quarter dividend of $0.15 per share, the same rate it's paid since 2008.

Best Rising Companies To Own In Right Now: Xueda Education Group(XUE)

Xueda Education Group provides tutoring services for primary and secondary school students in the People?s Republic of China with a focus on offering personalized tutoring services. Its services include consultation and assessment, formulation of a customized study plan, personalized tutoring, and delivery of supporting services. The company also provides course offerings that cover various academic subjects taught in primary and secondary schools, such as mathematics, English, physics, Chinese, and chemistry; and self-designed courses beyond the standard curriculum in certain subjects, as well as in subjects not taught at public primary and secondary schools. As of December 31, 2010, its tutoring service network comprised 207 learning centers and approximately 9,650 full-time service professionals, serving customers located in 53 economically developed cities across 27 of China?s 31 provinces and municipalities. The company was founded in 2001 and is headquartered in Beij ing, the People?s Republic of China.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    In trading on Friday, non-cyclical consumer goods & services shares were relative leaders, up on the day by about 0.09 percent. Among the leading sector stocks, gains came from Rite Aid (NYSE: RAD) and Xueda Education Group (NYSE: XUE). Financial sector was the leading decliner in the US market today.

Best Rising Companies To Own In Right Now: Viad Corp(VVI)

Viad Corp, together with its subsidiaries, operates in exhibition and events, and travel and recreation industries primarily in North America, the United Kingdom, Germany, and the United Arab Emirates. The company?s Marketing & Events Group segment designs, plans, and produces face-to-face events for show organizers, corporate brand marketers, and retail shopping centers. It offers general event management, planning and consultation, concept design, exhibition layout and design, graphics and design, show traffic analysis, carpeting and flooring, decorating products and accessories, custom graphics, overhead rigging, and cleaning services, as well as temporary electrical, lighting, and plumbing services. This segment also provides custom exhibit design and construction; portable and modular exhibits and design; integrated marketing, including pre- and post-event communications and customer relationship management; multimedia services; event surveys; return on investment an alysis; attendee and exhibit booth traffic analysis; staff training; online management tools; logistics and freight-forwarding, storage, and refurbishment of exhibits; booth furnishings, carpeting, and signage; in-house installation and dismantling; and various other show services. In addition, the segment offers various entertaining attractions and brand-based experiences, sponsored events, mobile marketing and other branded entertainment, and face-to-face marketing solutions for clients and venues, including movie studios, leading consumer brand marketers, shopping malls, museums, and casinos. Its Travel & Recreation Group segment provides tourism products, including attractions, transportation services, inbound package tour operations, hotel operations, and corporate and event management; operates five lodges, three motor inns, and one resort hotel; and engages in food and beverages, and retail and concession businesses. Viad Corp was founded in 1914 and is headquartered in Phoenix, Arizona.

Advisors' Opinion:
  • [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 Viad Corp (NYSE: VVI  ) , whose recent revenue and earnings are plotted below.

Best Rising Companies To Own In Right Now: ViewPoint Financial Group Inc.(VPFG)

ViewPoint Financial Group, Inc. operates as the holding company for ViewPoint Bank, which provides financial services for consumers and businesses. Its deposit products include checking, savings, money market, demand accounts, and certificates of deposit. The company?s loan portfolio comprises real estate loans, such as one-to four-family, commercial construction, and home equity loans, as well as commercial real estate loans for office buildings, retail centers, light industrial facilities, warehouses, and multifamily properties; consumer loans, including new and used automobile loans, recreational vehicle loans, loans secured by savings deposits, and unsecured consumer loans; and commercial non-mortgage loans, including loans to finance business working capital, commercial vehicles, and equipment, as well as lines of credit. It also offers brokerage services for the purchase and sale of non-deposit investment and insurance products through a third party brokerage arrang ement. As of March 31, 2011, the company operated 23 community bank offices in the Dallas/Fort Worth Metroplex and 13 loan production offices located in Texas, Oklahoma, and Ohio. ViewPoint Financial Group, Inc. is headquartered in Plano, Texas.

Advisors' Opinion:
  • [By Rich Smith]

    Plano, Texas-based ViewPoint Financial Group (NASDAQ: VPFG  ) is looking for a new CFO.

    On Wednesday, just before investors packed their bags for the holiday, ViewPoint announced that Chief Financial Officer Pathie E. McKee�intends to resign from the bank holding company at the end of this month. She will continue assisting ViewPoint in the capacity of a consultant through the end of the year, however, helping to ensure a smooth transition for her replacement.

Best Rising Companies To Own In Right Now: Celanese Corporation (CE)

Celanese Corporation, a technology and specialty materials company, engages in manufacture and sale of value-added chemicals, thermoplastic polymers, and other chemical-based products. It operates through four business segments: Advanced Engineered Materials, Consumer Specialties, Industrial Specialties, and Acetyl Intermediates. The Advanced Engineered Materials segment offers specialty polymers for application in automotive, medical, and electronics products, as well as other consumer and industrial applications. The Consumer Specialties segment provides cellulose acetate flake, film, and tow that are primarily used in filter products applications; Sunett, a sweetener; and food protection ingredients, such as sorbates and sorbic acid for the food, beverage, and pharmaceutical industries. The Industrial Specialties segment produces emulsions and ethylene vinyl acetate (EVA) performance polymers. Its emulsions products are used in applications, such as paints and coatings, adhesives, construction, glass fiber, textiles, and paper; and EVA performance polymers are used in flexible packaging films, lamination film products, hot melt adhesives, medical products, automotive, carpeting and photovoltaic cells. The Acetyl Intermediates segment offers acetyl products, including acetic acid, vinyl acetate monomer, acetic anhydride, and acetate esters for use as starting materials for colorants, paints, adhesives, coatings, and medicines. It also provides organic solvents and intermediates for pharmaceutical, agricultural, and chemical products. The company offers its products directly, as well as through distributors and electronic marketplaces in North America, Europe, Africa, the Asia-Pacific, and South America. Celanese Corporation was founded in 2004 and is headquartered in Dallas, Texas.

Advisors' Opinion:
  • [By Travis Hoium]

    What: Shares of chemical maker Celanese (NYSE: CE  ) jumped as much as 16% today after the company released earnings.

    So what: Revenue fell slightly in the first quarter, to $1.61 billion, but adjusted earnings per share jumped 44%, to $1.14. Revenue was in line with expectations, and earnings crushed the $0.79 that analysts expected.�

  • [By Magic Diligence]

    Given this fact, and the fact that consumer electronics (CE) is a cyclical industry, flash supply and demand balance is very tenuous. Frantic production to catch up to demand often leads to dramatic over-supply when the CE market cools off. One needs only to look at SanDisk's financials to see this. The company swung from a $917 dollar operations loss in 2008 to a $1.5 billion dollar profit in 2011, and which was then cut in half to just a $700 million profit the following year!

  • [By Eric Volkman]

    Celanese (NYSE: CE  ) will have to pony up a significantly higher amount of money for its shareholder payouts. The company has declared a common stock dividend of $0.18 per share, to be paid on August 15 to shareholders of record as of August 5. That amount is exactly double the company's previous distribution of $0.09.

  • [By Marc Bastow]

    Chemical products manufacturer Celanese (CE) raised its quarterly dividend 39% to 25 cents per share payable payable on May 16 to shareholders of record May 5.
    CE Dividend Yield: 1.69%

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