Wednesday, October 22, 2014

Top 10 Long Term Companies To Buy For 2014

As emerging market nations have seen their economies explode over the last few decades, the idea of a commodity super cycle was born. The basic premise was that as these nations grew the need to fuel that growth with all mater of natural resources would spur higher and higher long term prices for such raw materials. Investors dove headfirst into steel, oil and other commodities in order to take advantage of the trend.

Yet, recent slowing growth in the emerging world has caused some analysts to question whether or not the super-cycle was in fact, dead.

However, despite the recent slowing, the trend of higher natural resource demand- along with higher prices- could still be at hand. For investors, the super cycle may still be the key for future portfolio gains. According to consultants McKinsey & Co, the commodities super cycle may only be in its seventh inning

Slowing Down, But Growth Still There

The consultant predicts that prices for commodities will continue to rise in the next few years due to various cost floors. McKinsey cites that many resources have unavoidable costs that are now in place. For example, while tapping shale via fracking has unearthed abundant supplies, using that technology is incredibly expensive. The inflation-adjusted average cost of starting a new oil well has more than doubled over the past decade. Likewise, arable land in China and Brazil is disappearing as the two nations urbanize, while the time it takes to launch a new mine is now hitting 20 years to develop. That�� up from just six in the 1980s and ten years in the 1990s. All in all, these factors will help push up prices of the commodities produced.

Hot Bank Companies To Buy Right Now: Brown-Forman Corp (BFB)

Brown-Forman Corporation, incorporated on October 19, 1933, primarily manufactures, bottles, imports, exports, markets, and sells a variety of alcoholic beverage brands. The Company�� principal brands are Jack Daniel�� Tennessee Whiskey, Jack Daniel�� Tennessee Whiskey, Pepe Lopez Tequilas, Jack Daniel�� Single Barrel, Woodford Reserve Bourbons, Jack Daniel�� Ready-to-Drinks, Canadian Mist Blended Canadian Whiskies, Jack Daniel�� Tennessee Honey, Chambord Liqueur, Jack Daniel�� Winter Jack Chambord Vodka, Gentleman Jack, Collingwood Canadian Whisky, Southern Comfort, Early Times Bourbon, Southern Comfort Ready-to-Drinks, Early Times flavored line extensions, Southern Comfort flavored line extensions, Early Times Kentucky Whisky, Finlandia Vodkas, Korbel California Champagnes, Finlandia Ready-to-Drinks, Little Black Dress Vodkas, Antiguo Tequila, Maximus Vodkas, el Jimador Tequilas, Old Forester Bourbon, el Jimador New Mix Ready-to-Drinks, Sonoma-Cutrer Wines, Herradura Tequilas, and Tuaca Liqueur.

The Company�� products are sold in more than 150 countries around the world. The Company�� international markets include Australia, the United Kingdom, Mexico, Germany, Poland, France, Russia, Japan, Turkey, Canada, Spain, Czech Republic, South Africa, Brazil and Italy.

The Company competes with Bacardi Limited, Beam Inc., Davide Campari-Milano S.p.A., Diageo plc, LVMH Moet Hennessy Louis Vuitton S.A., Pernod Ricard S.A., and Remy Cointreau S.A.

Advisors' Opinion:
  • [By Seth Jayson]

    Brown-Forman (NYSE: BFB  ) reported earnings on June 5. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended April 30 (Q4), Brown-Forman met expectations on revenues and beat expectations on earnings per share.

  • [By Laura Brodbeck]

    Wednesday

    Earnings Expected From: Christopher & Banks Corporation (NYSE: CBK), Brown Forman Corporation (NYSE: BFB), Express, Inc. (NYSE: EXPR), Avago Technologies (NASDAQ: AVGO) Economic Releases Expected: US nonfarm employment change, US trade balance, Canadian trade balance, US new home sales, US ISM non-manufacturing PMI

    Thursday

  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Brown-Forman Corp.(BFB) said its fiscal fourth-quarter earnings jumped 17% as the Jack Daniel’s whiskey maker posted higher sales and wider margins. Earnings beat expectations.

Top 10 Long Term Companies To Buy For 2014: Ishares Msci Switzerland (EWL)

iShares MSCI Switzerland Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Swiss market, as measured by the MSCI Switzerland Index (the Index). The Index seeks to measure the performance of the Swiss equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.

The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Mark Salzinger]

    iShares MSCI Germany (EWG) and iShares MSCI Switzerland (EWL) continue to have relatively attractive valuations.

    EWG recently sported an average price/earnings (P/E) ratio on 2013's projected earnings of 12.6 and a price/book value (P/B) of just 1.4.

Top 10 Long Term Companies To Buy For 2014: SL Green Realty Corporation(SLG)

SL Green Realty Corp. is a real estate investment trust (REIT). The firm engages in the property management, acquisitions, financing, development, construction, and leasing. It also provides tenant services to its clients. The firm invests in real estate markets of the United States. It primarily invests in commercial office and retail properties. SL Green Realty Corp. was founded in 1970 and is based in New York, New York.

Advisors' Opinion:
  • [By Marc Bastow]

    Property management, financing and construction real estate investment trust (REIT) SL Green (SLG) raised its quarterly dividend 51.5% to 50 cents per share, payable on Jan. 15 to shareholders of record as of Dec. 31.
    SLG Dividend Yield: 2.2%

  • [By Marc Bastow]

    Property management and financing real estate investment trust SL Green Realty (SLG) raised its quarterly dividend 52% to 50 cents per share. SLG did not release a payment or ex-dividend date for the new dividend.
    SLG Dividend Yield:�2.04%

Top 10 Long Term Companies To Buy For 2014: Fomento Economico Mexicano SAB de CV (FMX)

Fomento Economico Mexicano, S.A.B. de C.V. (FEMSA), incorporated on May 30, 1936, is a holding company. The Company conducts its operations through principal holding companies, each of which it refers to as a principal sub-holding company. These companies are Coca-Cola FEMSA, S.A.B. de C.V. (Coca-Cola FEMSA), which engages in the production, distribution and marketing of soft drinks, and FEMSA Comercio, S.A. de C.V. (FEMSA Comercio), which operates convenience stores. The Company�� convenience store chain OXXO operated a total of 7,492 stores as of March 31, 2010. Compania Internacional de Bebidas, S.A. de C.V. (CIBSA) owns a 53.7% interest in Coca-Cola FEMSA. On April 30, 2010, FEMSA announced the closing of the transaction, pursuant to which FEMSA agreed to exchange 100% of its beer operations conducted by FEMSA Cerveza for a 20% economic interest in the Heineken Group. In February 2009, Coca-Cola FEMSA acquired with The Coca-Cola Company the Brisa bottled water business in Colombia from Bavaria, a subsidiary of SABMiller. Coca-Cola FEMSA acquired the production assets and the rights to distribute in the territory, and The Coca-Cola Company obtained the Brisa brand.

Coca-Cola FEMSA, S.A.B. de C.V.

Coca-Cola FEMSA is a bottler of Coca-Cola trademark beverages. Coca-Cola FEMSA operates in various territories, including Mexico, a substantial portion of central Mexico (including Mexico City and the states of Michoacan and Guanajuato) and southeast Mexico (including the Gulf region); Central America, including Guatemala (Guatemala City and surrounding areas), Nicaragua (nationwide), Costa Rica (nationwide) and Panama (nationwide); Colombia; Venezuela; Argentina, including Buenos Aires and surrounding areas, and Brazil, including the area of greater Sao Paulo, Campinas, Santos, the state of Mato Grosso do Sul, the state of Minas Gerais and part of the state of Goias.

Coca-Cola FEMSA produces, markets and distributes Coca-Cola trademark beverages, own brands and b! rands licensed from the Company. The Coca-Cola trademark beverages include sparkling beverages (colas and flavored sparkling beverages), water, and still beverages (including juice drinks, ready-to-drink teas and isotonics). Out of the more than 100 brands and line extensions of beverages sold and distributed by Coca-Cola FEMSA, its most important brand, Coca-Cola, together with its line extensions, Coca-Cola light, Coca-Cola Zero and Coca-Cola light caffeine free, accounted for 61.4% of total sales volume during the year ended December 31, 2009. Coca-Cola FEMSA�� next largest brands, Ciel (a water brand from Mexico), Fanta (and its line extensions), Sprite (and its line extensions), ValleFrut and Hit, accounted for 10.5%, 5.8%, 2.6%, 1.5% and 1.3%, respectively, of total sales volume in 2009. Coca-Cola FEMSA uses the term line extensions to refer to the different flavors in which it offers its brands.

Coca-Cola FEMSA produces, markets and distributes Coca-Cola trademark beverages in each of its territories in containers authorized by The Coca-Cola Company, which consist of a variety of returnable and non-returnable presentations in the form of glass bottles, cans and plastic bottles made of polyethylene terephtalate (PET). Coca-Cola FEMSA uses the term presentation to refer to the packaging unit in which it sells its products. Presentation sizes for its Coca-Cola trademark beverages range from a 6.5-ounce personal size to a 3-liter multiple serving size. For all of its products excluding water, Coca-Cola FEMSA considers a multiple serving size as equal toor larger than one liter. In addition, it sells some Coca-Cola trademark beverage syrups in containers designed for soda fountain use, which it refers to as fountain. It also sells bottled water products in bulk sizes, which refers to presentations equal to or larger than five liters, which have a much lower average price per unit case than its other beverage products.

In Mexico, Coca-Cola FEMSA�� product portfolio consis! ts of Coc! a-Cola trademark beverages, and includes Mundet trademark beverages licensed from FEMSA in some Mexican territories. Coca-Cola FEMSA�� product sales in Latincentro consist predominantly of Coca-Cola trademark beverages. Per capita consumption of its sparkling beverages products in Colombia and Central America was 92 and 146 eight-ounce servings, respectively, in 2009. Its product portfolio in Venezuela consists of Coca-Cola trademark beverages. Sparkling beverages per capita consumption of its products in Venezuela was 174 eight-ounce servings during 2009. Coca-Cola FEMSA�� product portfolio in Mercosur consists mainly of Coca-Cola trademark beverages, and the Kaiser beer brand in Brazil, which Coca-Cola FEMSA sells and distributes on behalf of FEMSA Cerveza. Sparkling beverages per capita consumption of its products in Brazil and Argentina was 214 and 359 eight-ounce servings, respectively, in 2009.

The Company competes with Pepsi Beverage Company, Grupo Embotelladores Unidos, S.A.B. de C.V., Grupo Jumex, Groupe Danone, Cadbury Schweppes, Big Cola, Consorcio AGA, S.A. de C.V., Postobon, Florida Ice and Farm Co. S.A., Cerveceria Nacional, S.A., Pepsi-Cola Venezuela, C.A., AmBev and Quilmes Industrial S.A.

FEMSA Comercio, S.A. de C.V.

FEMSA Comercio operates a chain of convenience stores in Mexico, under the trade name OXXO. OXXO stores are concentrated in the northern part of Mexico, but also have a presence in central Mexico and the Gulf coast. FEMSA Comercio is the largest single customer of FEMSA Cerveza and of the Coca-Cola system in Mexico. During 2009, a typical OXXO store carried 1,954 different store keeping units (SKUs) in 31 main product categories.

The Company competes with 7-Eleven, Super Extra, Super City, Circle-K and AM/PM.

Advisors' Opinion:
  • [By Jonas Elmerraji]

    Fomento Economico Mexicano (FMX), better known as FEMSA, isn't another ascending triangle trade this week, unfortunately for shareholders. Instead, FEMSA is currently forming the bearish opposite of the pattern in Wells Fargo and Citi: a descending triangle.

    The descending triangle is formed by downtrending resistance above shares and a horizontal support level to the downside. In this case, that price floor comes in just below $90. The lower highs that form resistance in FMX signal that buying pressure is waning above the $100 level as long-suffering sellers opt to take gains near the high-end of this stock's recent range. Once that glut of demand at $90 gets taken out, a lot more downside looks likely for FMX.

    But now, MTB is forming a rounding bottom, a bullish setup that indicates a gradual shift in control of shares from sellers to buyers. The rounding bottom pattern looks exactly like it sounds, and even though MTB's pattern is actually at the top of its recent range, the trading implications are exactly the same. A breakout above $118 is the signal that the pattern is completed and it's time to be a buyer.

    With high short interest in MTB right now, a short squeeze could add some fuel to the fire on a breakout. Support looks reasonably strong at $110 -- that's the spot to keep your stop.

Top 10 Long Term Companies To Buy For 2014: PBF Energy Inc (PBF)

PBF Energy Inc. (PBF Energy), incorporated on November 7, 2011, is an independent petroleum refiners and suppliers of unbranded transportation fuels, heating oils, petrochemical feedstocks, lubricants and other petroleum products in the United States. The Company produces a range of products at each of its refineries, including gasoline, ultra-low-sulfur diesel (ULSD), heating oil, jet fuel, lubricants, petrochemicals and asphalt. The Company sells its products throughout the Northeast and Midwest of the United States, as well as in other regions of the United States and Canada, and are able to ship products to other international destinations. As of December 31, 2011, the Company owned and operated three domestic oil refineries and related assets. The Company's refineries have a combined processing capacity of approximately 540,000 thousand barrels per day. The Company's three refineries are located in Toledo, Ohio, Delaware City, Delaware and Paulsboro, New Jersey.

The Company's Midcontinent refinery at Toledo processes light, sweet crude, has a throughput capacity of 170,000 thousand barrels per day and a Nelson Complexity Index of 9.2. Toledo's West Texas Intermediate (WTI) based crude is delivered through pipelines, which originate in both Canada and the United States. The Company's East Coast refineries at Delaware City and Paulsboro have a combined refining capacity of 370,000 thousand barrels per day and Nelson Complexity Indices of 11.3 and 13.2, respectively. These refineries process medium and heavy and sour crudes.

Delaware City Refinery

The Delaware City refinery is located on a 5,000-acre site, with access to waterborne cargoes and a distribution network of pipelines, barges and tankers, truck and rail. Delaware City is a fully integrated operation, which receives crude through rail at the crude unloading facility, or ship or barge at its docks located on the Delaware River. The crude and other feedstocks are transported, through pipes, to a tank! farm where they are stored until processing. In addition, there is a 17-bay, 50,000 thousand barrels per day capacity truck loading rack located adjacent to the refinery and a 23-mile interstate pipeline that are used to distribute clean products.

The Delaware City refinery has a throughput capacity of 190,000 thousand barrels per day and a Nelson Complexity Index of 11.3. The Delaware City refinery processes a range of medium to heavy, sour crude oils. The refinery has conversion capacity with its 82,000 thousand barrels per day fluid catalytic cracking (FCC) unit, 47,000 thousand barrels per day fluid coking unit (FCU) and 18,000 thousand barrels per day hydro cracking unit with vacuum distillation. Hydrogen is provided through the refinery's steam methane reformer and continuous catalytic reformer. The Delaware City refinery has total storage capacity of approximately 10 million barrels.

Paulsboro Refinery

Paulsboro has a throughput capacity of 180,000 thousand barrels per day and a Nelson Complexity Index of 13.2. The Paulsboro refinery is located on approximately 950 acres on the Delaware River in Paulsboro, New Jersey, just south of Philadelphia and approximately 30 miles away from Delaware City. Paulsboro receives crude and feedstocks through its marine terminal on the Delaware River. Paulsboro is one of two operating refineries on the East Coast with coking capacity, the other being Delaware City. Units at the Paulsboro refinery include crude distillation units, vacuum distillation units, an FCC unit, a delayed coking unit, a lube oil processing unit and a propane de-asphalting unit. The Paulsboro refinery processes a range of medium and heavy, sour crude oils. The Paulsboro refinery produces gasoline, heating oil and jet fuel and also manufactures Group I base oils or lubricants. In addition to its finished clean products slate, Paulsboro produces asphalt and petroleum coke. In addition, separate from the Company's agreement with Statoil the Company ha! s a long-! term contract with Saudi Aramco. The Paulsboro refinery has total storage capacity of approximately 7.5 million barrels. Of the total, approximately 2.1 million barrels are dedicated to crude oil storage with the remaining 5.4 million barrels allocated to finished products, intermediates and other products.

Toledo Refinery

Toledo has a throughput capacity of approximately 170,000 thousand barrels per day and a Nelson Complexity Index of 9.2. Toledo processes a slate of light, sweet crudes from Canada, the Midcontinent, the Bakken region and the United States Gulf Coast. Toledo produces a high percentage of finished products, including gasoline and ULSD, in addition to a range of petrochemicals, including nonene, xylene, tetramer and toluene. The Toledo refinery is located on a 282-acre site near Toledo, Ohio, approximately 60 miles from Detroit. Units at the Toledo refinery include an FCC unit, a hydrocracker, an alkylation unit and a UDEX unit. Crude is delivered to the Toledo refinery through three primary pipelines: Enbridge from the north, Capline from the south and Mid-Valley from the south. Crude is also delivered to a nearby terminal by rail and from local sources by truck to a truck unloading facility within the refinery.

Toledo is connected through pipelines, to a distribution network throughout Ohio, Illinois, Indiana, Kentucky, Michigan, Pennsylvania and West Virginia. The finished products are transported on pipelines owned by Sunoco Logistics Partners L.P. and Buckeye Partners.

Advisors' Opinion:
  • [By Roberto Pedone]

    One energy player that insiders are snapping up a decent amount of stock in here is PBF Energy (PBF), an independent petroleum refiners and suppliers of unbranded transportation fuels, heating oils, petrochemical feedstocks, lubricants and other petroleum products in the U.S. Insiders are buying this stock into notable weakness, since shares are off by 22% so far in 2013.

    PBF Energy has a market cap of $896 million and an enterprise value of $1.63 billion. This stock trades at a cheap valuation, with a forward price-to-earnings of 7.35. Its estimated growth rate for this year is -67.7%, and for next year it's pegged at 88.4%. This is not a cash-rich company, since the total cash position on its balance sheet is $69.23 million and its total debt is $815.96 million. This stock currently sports a dividend yield of 5.4%.

    A director just bought 10,000 shares, or about $226,000 worth of stock, at $22.50 per share.

    From a technical perspective, PBF is currently trending above both its 50-day moving average, which is bullish. This stock has been trending sideways inside of a consolidation pattern for the last three months, with shares moving between $20.15 on the downside and $24.92 on the upside. Shares of PBF are now starting to bounce off its 50-day moving average of $22.44 a share and it's quickly moving within range of triggering a near-term breakout trade above the upper-end of its recent sideways trading chart pattern.

    If you're bullish on PBF, then look for long-biased trades as long as this stock is trending above its 50-day at $22.44 or above more support at $21.89 to $20.59, and then once it breaks out above some near-term overhead resistance levels at $23.49 to $24.92 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average volume of 1.11 million shares. If that breakout hits, then PBF will set up to re-test or possibly take out its next major ov

  • [By Maria Armental and Anna Prior]

    Independent refiner PBF Energy Inc.(PBF) announced a secondary offering of 18 million shares by funds affiliated with Blackstone Group LP(BX) and First Reserve Management LP. Shares of PBF Energy fell 4.3% to $30.04 in premarket trading.

  • [By Aimee Duffy]

    Texas and North Dakota have been making the news for the use of horizontal drilling and hydraulic fracturing to produce shale oil, and many think that applying those techniques in other states like California could drive production up even further.

    Foolish takeaway
    That charts above directly impact our energy investments. For example, Valero (NYSE: VLO  ) and Phillips 66 (NYSE: PSX  ) are two refiners that have a strong presence on the Gulf Coast and can clearly benefit from buying less oil from expensive foreign sources, and they will be the first ones to check on if imports start to rise again. More Canadian crude flowing into the Midwest can mean great opportunities for refiners with operations in Toledo, like PBF Energy� (NYSE: PBF  ) , provided Canadian crude stays cheap. Taking a look at the broader scope of the U.S. import story can help us better evaluate our energy investments, and prepare us for whatever energy trends the future holds.

    If you're on the lookout for some currently intriguing energy plays, check out The Motley Fool's "3 Stocks for $100 Oil." For FREE access to this special report, simply click here now.

  • [By Ben Levisohn]

    It’s been a very good three months for oil refiners. Western Refining has gained 37% during that period, while Marathon Petroleum has risen 35%, Valero has advanced 38% and Tesoro is up 28%. The price of PBF Energy (PBF) shares has increased 39%. That was helped� by the fact Brent crude, the European benchmark, had gained 2.2% to $116.0 during that period, while the price of WTI crude, the U.S. benchmark fell 5.2%–increasing the difference between the two.

Top 10 Long Term Companies To Buy For 2014: SEI Investments Co (SEIC)

SEI Investments Company (SEI), incorporated on November 18, 1968, is a global provider of investment processing, investment management, and investment operations solutions. The Company helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth by providing comprehensive, investment and investment-business solutions. The Company�� business segments include Private Banks , Investment Advisors , Institutional Investors, Investment Managers and Investments in New Businesses.

The Company�� wealth management business solutions include investment processing outsourcing solutions for banks, trust companies, independent wealth advisers, and investment managers; investment management programs for affluent individual investors and for institutional investors, including retirement plan sponsors, and not-for-profit organizations; and investment operations outsourcing solutions for investment management firms, banks and investment companies that sponsor and distribute mutual funds, hedge funds, and alternative investments.

The Company�� Investment processing solutions consist of application and business process outsourcing services, professional services, and transaction-based services. It delivers these solutions to providers of institutional and private client wealth management services, including banks, trust companies, independent wealth advisers, and other financial services firms. It also delivers these solutions, combined with its investment management programs, to investment advisory firms and other financial services firms that provide wealth management services to their advisory clients. The Company�� investment processing solutions are enabled through two platforms, TRUST 3000 and the Global Wealth Platform (GWP).

Investment management programs consists of money market, fixed-income and equity mutual funds and other collective investment products, alternative investment portfolios, and separate! ly managed accounts. The Company serves as the sponsor, administrator and investment advisor for many of these products. It distributes these programs primarily through investment advisory firms, including investment advisors and banks, and directly to institutional or individual investors. Investment operations outsourcing solutions consist of accounting and administration services, and distribution support services. It delivers these solutions to investment management firms that offer traditional and alternative products.

Private Banks

The Private Banks segment delivers a comprehensive outsourcing solution integrating investment processing services, investment management and distribution programs, and business to banks and trust institutions worldwide, independent wealth advisers and other wealth managers located in the United Kingdom, and financial advisors in Canada. The Company owns, maintains and operates the software applications and information processing facilities for all of its investment processing solutions.

Private banks and other trust organizations who utilizes its TRUST 3000 application solution outsource investment processing technology software and computer processing, but retain responsibility for investment operations, client administration, and investment management. These clients operate its TRUST 3000 application remotely while fully supported by its data center using dedicated telecommunications networks.

Investment Advisors

The Investment Advisors segment offers wealth management solutions to registered investment advisors, many of whom are affiliated with or are registered as independent broker-dealers, financial planners, and life insurance agents located throughout the United States. These wealth management solutions include the Company�� investment management programs and back-office investment processing outsourcing services and are usually offered on a bundled basis. Its solutions helps investment ! advisors ! reduce risk, improve quality, and gain operational efficiency to devote more of their resources to servicing their clients and acquiring new clients. Advisors are responsible for the investor relationship which includes creating financial plans, implementing investment strategies and educating and servicing their customers. Advisors may customize portfolios to include separate account managers provided through its programs as well as SEI-sponsored mutual funds.

Institutional Investors

The Institutional Investors segment offers investment management programs and administrative outsourcing solutions for retirement plan sponsors, hospitals, and not-for-profit organizations globally. Clients can outsource their investment management needs and the administration for defined benefit plans, defined contribution plans, endowments, foundations, and other balance sheet assets. The fiduciary management outsourcing program provides a strategic platform integrating the Manager-of-Managers investment process, plan administration services, and consulting services. Plan administration services include trustee, custodial, benefit payment services, record-keeping services, and donor administration. Consulting services include actuarial services, asset liability modeling, and the customization of an asset allocation.

Investment Managers

The Investment Managers segment provides a platform of comprehensive investment operations outsourcing solutions to investment managers globally. This array of front-, middle- and back-office investment processing services integrates industry tools and technology to support a manager's diverse business needs across multiple product types and structures, investment strategies and asset classes. The Company provides outsourcing services including fund and investment accounting, administration, reconciliation, investor servicing and client reporting. It also provides comprehensive solutions to managers focused on alternative investments who ! manage he! dge funds, funds of hedge funds, private equity funds, real estate and infrastructure funds, across registered, partnership and separate account structures domiciled in the United States and overseas.

Investments in New Businesses

The Investments in New Businesses segment represents other business ventures or research and development activities intended to expand its solutions to new or existing markets including ultra-high-net-worth families who reside in the United States. This segment includes the costs associated with business development in the Middle East through its Dubai office and the development of a Internet-based investment management application. The family wealth management solution offers flexible family-office type services through a personalized solution while utilizing the Manager-of-Managers investment process.

The Company competes with Fidelity National Information Services, Inc., SunGard Data Systems Inc., State Street Corporation, Fi-Tek LLC, Charles Schwab & Co., Inc.,Fidelity Investments,Pershing LLC, FNZ UK Ltd., Temenos Group AG, Avaloq, TD Direct Investing (Europe) Ltd.,Russell Investment Group,Franklin Templeton Investments,AssetMark Investment Services Inc., Brinker Capital, EnvestNet Asset Management, Inc., Lockwood Advisors, Inc., Charles Schwab & Co., Inc., Northern Trust Corporation, State Street and BNY Mellon.

Advisors' Opinion:
  • [By ovenerio]

    The company has a current ROE of 18.18% which is higher than the industry median and the ones exhibited by Legg Mason (LM) and Invesco (IVZ). In general, analysts consider ROE ratios in the 15-20% range as representing attractive levels for investment. So for investors looking those levels or more, KKR & Co. (KKR), SEI Investments (SEIC) and T. Rowe Price Group Inc. (TROW) could be the option. It is very important to understand this metric before investing and it is important to look at the trend in ROE over time.

  • [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 SEI Investments (Nasdaq: SEIC  ) , whose recent revenue and earnings are plotted below.

Top 10 Long Term Companies To Buy For 2014: Rite Aid Corp (RAD)

Rite Aid Corporation, incorporated in 1968, is a retail drugstore chain in the United States. As of March 3, 2012, the Company operated drugstores in 31 states across the country and in the District of Columbia. As of March 3, 2012, it operated 4,667 stores. In the Company�� stores, it sells prescription drugs and a range of other merchandise, which it calls front end products. During the fiscal year ended March 3, 2012 (fiscal 2012), prescription drug sales accounted for 68.1% of its total sales. The Company carries a range of front end products, which accounted for 31.9% of its total sales in fiscal 2012. Front end products include over-the-counter medications, health and beauty aids, personal care items, cosmetics, household items, beverages, convenience foods, greeting cards, seasonal merchandise and other everyday and convenience products, as well as photo processing. It offers a variety of products under its private brands, which contributed approximately 17% of its front end sales in the categories where private brand products were offered in fiscal 2012. As of March 3, 2012, the Company had opened over 2,100 GNC stores-within-Rite Aid-stores. During fiscal 2012, the Company sold two owned operating stores to independent third parties.

During fiscal 2012, its stores filled approximately 295 million prescriptions and served an average of 2.1 million customers per day. The overall average size of each store in its chain is approximately 12,600 square feet. As of March 3, 2012, 60% of its stores were freestanding; 51% of its stores included a drive-thru pharmacy; 24% included one-hour photo shops, and 46% included a GNC store-within-Rite Aid-store. The Company�� customers may also order prescription refills over the Internet through www.riteaid.com, or over the phone through its telephonic automated refill systems for pick up at a Rite Aid store. It has a strategic alliance with GNC, a retailer of vitamin and mineral supplements.

Advisors' Opinion:
  • [By Demitrios Kalogeropoulos]

    The Dow Jones Industrial Average (DJINDICES: ^DJI  ) has lost a modest 17 points in pre-market trading, suggesting a lower start to the stock market today. Stocks could take a breather after logging their biggest daily gain in over a month yesterday. Still, Rite Aid (NYSE: RAD  ) , Family Dollar (NYSE: FDO  ) , and Pier 1 Imports (NYSE: PIR  ) were all on the move in pre-market trading after posting quarterly earnings results.

No comments:

Post a Comment