Still, the start to earnings season has been relatively good for a number of key companies. Alcoa finished in-line with the Zacks Consensus, while a number of key financial companies��hich are expected to be one of the few sectors with good earnings growth��ame in above expectations as well.
But now, we are expected to get into the heart of earnings season with a variety of key companies in numerous industries looking to report over the next few days. This group of companies could easily make or break earnings season for the entire market, or at the very least, drive returns for their respective sectors (see 3 Top Ranked Sector ETFs for Earnings Season).
In particular, we are zeroing in on the companies highlighted below and their sector ETFs. Any of these companies and funds could be in for a big week and thus should be monitored closely by traders seeking to find some solid picks in today�� choppy market environment:
Top 5 China Companies For 2015: Australia and New Zealand Banking Group Ltd (ANEWF)
Australia and New Zealand Banking Group Limited (ANZ) provides a range of banking and financial products and services to retail, small business, corporate and institutional clients. The Company conducts its operations in Australia, New Zealand and the Asia Pacific region. It also operates in a range of other countries, including the United Kingdom and the United States. The Company operates on a divisional structure with Australia, International and Institutional Banking (IIB), New Zealand, and Global Wealth and Private Banking. As of September 30, 2012, the Company had 1,337 branches and other points of representation worldwide, excluding automatic teller machines (ATMs). In September 2012, it sold its remaining shareholding in Visa Inc. In May 2013, the Company ceased to be substantial holder in respect of ING Private Equity Access Limited. Advisors' Opinion:- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Australian stocks rose in early Monday trading, helped by Wall Street's gains Friday, with the S&P/ASX 200 (AU:XJO) climbing 0.8% to 5,362.40 after closing the previous session at its highest level since before the start of the 2008 financial crisis. Miners were broadly improving, as Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) rose 1.3%, BHP Billiton Ltd. (AU:BHP) (BHP) added 0.9% ahead of its quarterly production report Tuesday, and Newcrest Mining Ltd. (AU:NCM) (NCMGF) also climbed 0.9% despite a loss for gold at the end of last week. Financials saw gains as well, with many analysts now tipping the U.S. Federal Reserve to maintain its current level of easing through the end of the year. Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) advanced 1.1%, while Westpac Banking Corp. (AU:WBC) (WEBNF) and Macquarie Group Ltd. (AU:MQG) (MCQEF) rose 1.2% each. On the downside, shares of Qantas Airways Ltd. (AU:QAN) (QUBSF) fell 4.2% after the company warned of rough business conditions on Friday.
- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Australian stocks gave ground in early Friday trading, with banks broadly lower after overnight losses in the U.S., where investors worried that better-than-expected data would prompt the Federal Reserve to roll back stimulus soon. The S&P/ASX 200 (AU:XJO) lost 0.4% to 5,178.30, as National Australia Bank Ltd. (AU:NAB) (NAUBF) fell 1.8%, Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) lost 0.8%, and Macquarie Group Ltd. (AU:MQG) (MCQEF) retreated 1.3%. Among the resource shares, losses for gold both in New York and in early Asian electronic trade helped send Evolution Mining Ltd. (AU:EVN) (CAHPF) down 1.9% and Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) off 4.5%, though Newcrest Mining Ltd. (AU:NCM) (NCMGF) held the drop to 0.4%. Oil prices managed a modest gain, however, resulting in a 0.2% rise for Oil Search Ltd. (AU:OSH) (OISHF) and Karoon Gas Australia Ltd. (AU:KAR) (KRNGF) , while Woodside Petroleum Ltd. (AU:WPL)
Best Financial Companies To Invest In 2014: National Bank of Greece SA (NBGA)
National Bank of Greece SA (the Bank) is a Greece-based financial institution. It provides a range of financial services including retail and commercial banking, asset management, brokerage, investment banking, insurance and real estate at a global level. Its segments are: Retail Banking, which mainly offers different types of loans, deposits and investment products; Corporate and Investment Banking, which includes financial and investment advisory services, deposit accounts, loans, foreighn exchange and trade service activities; Global Markets and Asset Management, which includes all treasury activities, private banking, asset management, custody services, private equity and brokerage; Insurance; International Banking Operations; Turkish Banking Operations, as well as Other. In September 2013, state-owned Hellenic Financial Stability Fund acquired an 84.39% interest in the Company. On December 30, 2013, it sold a 66% of its subsidiary National Pangaea REIC to Invel Real Estate II BV. Advisors' Opinion:- [By codyeustice1@google]
National Bank of Greece (ETE),(NBGA),(NBG) is a Greece global banking and financial service company with its headquarters in Athens, Greece. The bank offers financial products, and services, brokerage, insurance, asset management, shipping finance, leasing and factoring markets. It was founded by Swiss banker Jean-Gabriel Eynard and George Starvros in 1841 as a commerical bank. From its inception until the establishment of the Bank of Greece in 1928, it had the right to issue banknotes. The bank listed on the Athens Stock Exchange right after its founding in the 1880s.
- [By cody56]
National Bank of Greece (ETE),(NBGA),(NBG) is a global banking and financial service company with its headquarters in Athens, Greece. The bank offers financial products, and services, brokerage, insurance, asset management, shipping finance, leasing and factoring markets. It was founded by Swiss banker Jean-Gabriel Eynard and George Starvros in 1841 as a commerical bank. From its inception until the establishment of the Bank of Greece in 1928, it had the right to issue banknotes. The bank listed on the Athens Stock Exchange right after its founding in the 1880s.
Best Financial Companies To Invest In 2014: Taylor Morrison Home Corp (TMHC)
Taylor Morrison Home Corporation, incorporated on November 15, 2012, is a homebuilder in North America. The Company operates under its Taylor Morrison brand in the United States and under its Monarch brand in Canada. Its business is organized into three geographic regions: East, West and Canada. Its East region consists of its Houston, Austin, North Florida and West Florida divisions. Its West region consists of its Phoenix, Northern California, Southern California and Denver divisions. Its Canada region consists of its operations within the province of Ontario, primarily in the Greater Toronto Area (GTA) and also in Ottawa and Kitchener-Waterloo, and offers both single-family and high-rise communities.
As of September 30, 2012, the Company offered homes in 122 active selling communities and had a backlog of 4,205 homes sold but not closed, including 903 homes in unconsolidated joint ventures. During the year ended September 30, 2012, the Company closed 2,586 homes, consisting of 1,880 homes in the United States and 706 homes in Canada, including 204 homes in unconsolidated joint ventures.
Our Homes
The Company offers a range of homes to consumers in its markets, ranging from entry-level to luxury homes. The Company market single-family homes with many amenities to entry-level through move-up homebuyers. The Company has developed a number of home designs with features such as one-story living and first floor master bedroom suites to appeal to universal design needs, as well as communities with recreational amenities such as golf courses, pool complexes, country clubs and recreation centers. The Company has integrated these designs and features in many of its homes and communities. The Company offers some of the same basic home designs in similar communities and engages unaffiliated architectural firms to develop new designs to replace or augment existing ones in order to ensure that our homes reflect current and local consumer tastes.
Warranty Progr! am
The Company offers express written limited warranties on our homes that generally provide for one year of coverage for various defects in workmanship or materials. These warranties are in addition to certain legal warranties (including implied warranties) that may apply in the markets where the Company operates. In Canada, in accordance with regulatory requirements administered by the Tarion Warranty Corporation, the Company offers a limited warranty that generally provides for seven years of structural coverage, two years of coverage for water penetration, electrical, plumbing, heating, and exterior cladding defects, and one year of coverage for workmanship and materials.
Community Development
The Company aims to establish a complete concept for each community the Company develops, beginning with an overall community design and then determining the size, style and price range of the homes and the layout of the streets and individual home sites. In the case of developed communities, after necessary governmental subdivision and other approvals have been obtained, the Company improve the land by clearing and grading it, installing roads, installing underground utility lines and recreational amenities, erecting distinctive entrance structures and staking out individual home sites.
Customer Mortgage Financing
Taylor Morrison Home Funding, LLC (TMHF) provides a number of mortgage-related services to its homebuilding customers through its mortgage lending operations. TMHF�� multi-lender platform included Flagstar Bank, US Bank, SunTrust Bank, Wells Fargo Mortgage and Metlife Home Loans. Revenue was derived from yield spread premiums, broker points and processing fees. The main strategic purpose of TMHF in its business is: to utilize finance as a sales tool as part of the purchase process to ensure a consistent customer experience and assist in maintaining production efficiency; and to influence and assist in determining its backlog and ! to better! manage projected closing and delivery dates for its customers.
Advisors' Opinion:- [By DailyFinance Staff]
LM Otero, AP The housing market has been leading the economic recovery, but have housing stocks hit the ceiling? They're jumping today after a very bullish report on housing starts: New construction projects last month topped the 1 million annual rate for the time since before the financial crisis began in 2008. That's lifted shares of leading homebuilders by two to four percent today, adding to the huge gains over the past year. KB Homes (KBH), Pulte (PHA) and Hovnanian (HOV) have all doubled in price over the past year. Lennar (LEN) is up 44 percent, D.R. Horton (DHI) is up 47 percent and Toll Brothers (TOL) 33 percent. Those gains have prompted several other builders to go public this year. Taylor Morrison Home (TMHC), Tri Pointe, and William Lyon Home have all moved higher since their IPOs. And even though there's plenty of optimism that housing will continue to lead the broader economic recovery, there's some concern that these stocks may slow down. Homebuilder stocks can no longer be considered cheap. So some analysts see alternate routes for investors looking to play the housing boom. One way is through home-improvement retailers, which benefit from sales of both new and existing homes. Other plays include lumber, furniture and appliance companies. It's also worth noting that today's report on home construction showed that starts of single-family homes actually declined in March. It was the more volatile multi-family sector that led the advance. But there may be some stock market opportunities in REITs – real estate investment trusts – which focus on apartments. Among the biggest ones are Post Properties, Essex Property Trust and Associated Estates. They make money from collecting monthly rents. And these stocks generally trade below the value of the properties they own. Even some builders known for single-family homes are moving into the multi-family segment. Lennar announced in January that it plans to enter the apartment rental mar
- [By shash63]
Taylor Morrison (TMHC) is the eighth-largest U.S. homebuilder in terms of revenue. The increase in home prices and strong demand for homes has made Southwest Florida a good investment option for residential construction companies. There are more buyers than sellers in this market, which is driving up home prices. Looking at the growth opportunity, the company is rapidly expanding in Southwest Florida and has undertaken several projects. It is developing a resort lifestyle community of 443 single-family homes and a Golf and Country Club community with 1,121 single-family homes. It expects to increase its community count by 30% in 2014. The rising number of communities is expected to increase Taylor Morrison�� revenue by 53% to $2.19 billion in 2013 and around $3.01 billion in 2014 to $3.36 billion in 2015.
Best Financial Companies To Invest In 2014: Societe Generale (GLE)
Societe Generale SA is a financial services company. The Company offers advisory and other services to individual customers, companies and institutions. The Company operates in five divisions: French Networks, International Retail Banking, Corporate and Investment Banking, Specialised Financial Services and Insurance, and Private Banking, Global Investment Management and Services. It operates Retail Banking in France under the Societe Generale, Credit du Nord and Boursorama brands. Its International Retail Banking is present in Central and Eastern Europe, Russia, the Mediterranean Basin, Sub-Saharan Africa, Asia and in the French Overseas territories. Private Banking, Global Investment Management and Services consist of four activities: Private Banking, Asset Management, Societe Generale Securities Services and Brokers. Advisors' Opinion:- [By Namitha Jagadeesh]
BNP Paribas SA (BNP), Societe Generale SA (GLE) and Credit Agricole SA (ACA), France�� largest banks by market value, reported second-quarter profit that exceeded analysts��estimates. Paris-based Societe Generale, which said income more than doubled from a year earlier, trades at 10.8 times projected earnings, 64 percent below its 2009 high. Credit Agricole trades at 8.6 times projected profit and BNP Paribas at 10.7 times, according to data compiled by Bloomberg.
- [By Alexis Xydias]
Banks led the rally over the past four months, with Paris-based Societe Generale SA (GLE) and UniCredit SpA (UCG), Italy�� biggest lender, surging more than 45 percent.
- [By Sarah Jones]
HSBC, Europe�� biggest bank, Societe Generale SA (GLE), France�� second-largest lender, and Germany�� Commerzbank AG each climbed at least 2.6 percent after posting results. Allianz gained 3.6 percent after Europe�� largest insurer reported a jump in profit. Alstom SA (ALO) sank 12 percent after the power-equipment maker cut its profit forecast.
Best Financial Companies To Invest In 2014: LNB Bancorp Inc.(LNBB)
LNB Bancorp, Inc. operates as the holding company for The Lorain National Bank that provides commercial and retail banking, investment management, and trust services to individual, municipal, and corporate customers in Ohio. It offers various transaction and time deposit accounts, including demand deposits, interest-bearing checking accounts, savings accounts, money market accounts, consumer time deposits, public time deposits, and brokered time deposits, as well as cash management services. The company also provides commercial and industrial loans, commercial real estate loans, construction and equipment loans, letters of credit, revolving lines of credit, small business administration loans, and government guaranteed loans; and residential mortgages, direct and indirect automobile loans, personal loans, second mortgages, and home equity lines of credit. In addition, it offers safe deposit boxes, night depository, U.S. savings bonds, travelers? checks, money orders, cash iers checks, automated teller machines (ATMs), debit cards, wire transfers, electronic funds transfers, and foreign drafts, as well as foreign currency, phone and Internet banking, and lockbox services. Further, the company provides bank-owned life insurance, as well as title insurance. It operates through 20 retail-banking locations and 30 ATMs in Lorain, Erie, Cuyahoga, and Summit counties in the Ohio communities of Lorain, Elyria, Amherst, Avon, Avon Lake, LaGrange, North Ridgeville, Oberlin, Olmsted Township, Vermilion, Westlake, and Hudson, as well as a business development office in Cuyahoga County. The company was founded in 1905 and is headquartered in Lorain, Ohio.
Advisors' Opinion:- [By Monica Wolfe]
LNB Bancorp (LNBB)
Over the past week there were three directors making four buys of LNB Bancorp stock. These three directors made their buys at the price of $10.30 per share.
- [By Rich Duprey]
Commercial banking concern�LNB Bancorp� (NASDAQ: LNBB ) �announced yesterday�its second-quarter dividend of a penny per share, the same rate it's paid since 2009, when it cut the payout from $0.09.
Best Financial Companies To Invest In 2014: Reaves Utility Income Fund (UTG)
Reaves Utility Income Fund (the Fund) is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide dividend income and capital appreciation. W.H. Reaves & Co., Inc. (Reaves) serves as the Fund's investment adviser. ALPS serves as the Fund's administrator. The Fund intends to invest at least 80% of its total assets in dividend-paying common and preferred stocks, and debt instruments of companies within the utility industry. The remaining 20% of its assets may be invested in other securities, including stocks, money market instruments and debt instruments, as well as certain derivative instruments in the utility industry or other industries.
During the fiscal year ended October 31, 2005 (fiscal 2005), the common stock of electric utilities averaged about 47% of the Fund's portfolio. The telephone sector, particularly rural telecom, was a significant source of dividend income for the Fund, with an average yield of 5.75% in fiscal 2005. Telecommunications common holdings averaged about 19% of the Fund's portfolio during fiscal 2005. Preferred stock holdings, yielding 6.9%, accounted for 8.5% of the Fund's portfolio as of October 31, 2005. The top five holdings of the Fund, as of October 31, 2005, were Duke Energy (7.1%), Ameren Corporation (5.8%), Altria Group (5.4%), Great Plains Energy (5.1%) and AT&T (4.1%).
Advisors' Opinion:- [By Harry Domash, Publisher, DividendDetective and Winning Investing]
Harry Domash: Well, one that's really good for us has been Reaves Utility Income. It holds primarily US utility and telecom stocks and it's been a pretty good dividend raiser. The ticker is (UTG), paying about a 6.1% yield now and it's a good serial dividend increaser so it's a very good one.
If you're worried about rising interest rates then Invesco Dynamic Credit Opportunities, ticker (VTA), invests in below investment-grade floating rate bank loans. In other words, these are called senior loans.
They're bank loans that adjust their payouts based on prevailing interest rates, so if interest rates go up, these loans will pay higher dividends, so this is a good hedge if you are concerned about rising interest rates.
Another one that's really performed, and it's paying a 6.9% yield right now, Guggenheim Strategic Opportunities, ticker (GOF), that's actually Claymore Guggenheim, holds corporate and government backed, that it's mostly investment-grade and it's paying a 10.1% yield right now, which is pretty high. Those are three that I could recommend right now.
Steven Halpern: Well, we really appreciate you joining us today and sharing your expertise. Thank you.
Harry Domash: You're welcome.
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