Monday, June 30, 2014

Hot Gas Utility Companies To Buy Right Now

Intel Corporation (NASDAQ:INTC) plans to post its first quarter earnings results promptly after the market closes on Tuesday, April 15, 2014. At 2 p.m. (PST), management will conduct a conference call to discuss results and provide updates on business conditions.

Wall Street anticipates that chip-maker will earn $0.37 per share for the quarter, which is $0.03 less than last year's profit of $0.30 per share. iStock expects INTC �to top Wall Street's consensus number. The iEstimate is $0.38, a penny better than expected.

Sales, unlike earnings, are expected to rise, increasing 1.9% year-over-year (YoY). Intel's consensus revenue estimate for Q1 is $12.81 billion, a little more than last year's $12.58 billion.

[Related -Advanced Micro Devices, Inc. (AMD): How AMD Will Gain From Server Opportunity?]

5 Best Paper Stocks To Watch For 2015: California Republic Bancorp (CRPB)

California Republic Bank (the Bank) provides an integrated banking solution to its customers. The Company provides a range of products and services, such as deposit and cash management, loans and private banking. The deposit and cash management include real time, online Internet banking, business analyzed checking, IOLTA accounts, NOW Accounts, nationwide network of cash vault centers, remote Deposit capture, fully automated domestic and international wire transfers, lockbox processing services, free worldwide automated teller machines (ATM) and debit cards, credit cards and purchase card services, customized merchant banking services, fraud prevention products including positive-pay, secure online applications, including token device with internal control access, and contractor Retention Escrow Accounts.

The loan services include unsecured lines of credit, secured revolving lines of credit, working capital loans, equipment financing, asset based credit lines, commercial owner occupied real estate loans, investor real estate loans and construction loans. Its private banking includes full array of private banking loans and lines of credit, Bill pay services, and stock secured credit lines and loans.

The Bank provides banking services to commercial entities, their owners, high net-worth individuals and active investors. It provides commercial banking, lending services, deposit services, contractor retention escrow accounts, cash management, remote deposit capture, private banking, online banking and auto finance.

The commercial banking includes online banking services, cash management products and services, remote deposit capture, contractor retention escrow accounts, domestic and international wire transfers, checking accounts, NOW accounts, money market accounts (MMA), savings accounts, certificates of deposit (CDs), corporate credit card, analyzed accounts and IOLTA accounts. The Bank offer lines of credit to provide working capital for day-to-day operations, term loan! s for equipment, and commercial real estate loans for facilities and for investment portfolio.

The cash management includes Account Analysis, Master Agreement Accounts, Account Reconciliation, Remote Deposit Capture (RDC), Online Cash Management, Automated Clearing House (ACH) Services, Bill Pay, Lockbox Services, Positive Pay, Zero Balancing Accounts, Merchant Card, Reverse Wires, Statements on CD Rom, Corporate Credit Card, Courier Service and Bank by Mail.

Advisors' Opinion:
  • [By CRWE]

    Today, CRPB remains (0.00%) +0.000 at $19.00 thus far (ref. google finance Delayed:�� 11:35AM EDT July 29, 2013).

    California Republic Bancorp previously reported its results for the second-quarter 2013, reporting quarterly net income of $2.8 million, record net interest margin of 6.41%, record assets of $737.1 million and record deposits of $669.7 million.

    CEO Jon Wilcox stated, ��n the second-quarter we not only experienced strong deposit and loan growth, but also continued to invest in our people and infrastructure both in California as well as nationally, while increasing our bottom line and maintaining solid credit quality.��/p>

Hot Gas Utility Companies To Buy Right Now: AVX Corp (AVX)

AVX Corporation (AVX), incorporated on September 19, 1989, is a manufacturer and supplier of a broad line of passive electronic components and related products. All types of electronic devices use AVX�� passive component products to store, filter or regulate electric energy. The Company�� passive electronic component products include ceramic and tantalum capacitors, film capacitors, varistors, filters and other components manufactured in its facilities throughout the world and passive components manufactured by Kyocera Corporation of Japan (Kyocera). It also manufactures and sells electronic connectors and inter-connect systems and distribute and sell certain electronic connectors manufactured by Kyocera. It is organized by product line with five main product groups. AVX operates in three segments: Passive Components, Kyocera Electronic Devices (KED Resale) and Interconnect. On February 6, 2013, it acquired tantalum solid electrolytic capacitor related businesses from NICHICON CORP.

through manufacturing representatives and independent electronic component distributors. The Passive Components segment consists primarily of surface mount and leaded ceramic capacitors, radio frequency (RF) thick and thin film components, tantalum capacitors, film capacitors, ceramic and film power capacitors, super capacitors, electromagnetic interference (EMI) filters, thick and thin film packages, varistors, thermistors, inductors and resistive products. The KED Resale segment consists primarily of ceramic capacitors, frequency control devices, surface acoustic wave (SAW) devices, sensor products, RF modules, actuators, acoustic devices and connectors produced by Kyocera, and resold by AVX. The Interconnect segment consists primarily of AVX Interconnect (formerly Elco) automotive, telecom and memory connectors manufactured by AVX.

Passive Components

AVX manufactures a range of multi-layered ceramic and solid tantalum capacitors in many different sizes and configurations. The C! ompany also offers a line of advanced passive component products to fill the special needs of the customers. Its family of passive components also includes film capacitors, high energy/voltage power capacitors, and varistors. Its advanced products engineers work with some customers' in-house technical staffs to design, produce, and manufacture customized products to meet the specifications of particular applications. Sales of advanced products accounted for approximately 41% of passive component net sales during the fiscal year ended March 31, 2013 (fiscal 2013).

KED Resale

AVX has a non-exclusive license to distribute and sell certain Kyocera manufactured electronic component and connector products to certain customers and in certain territories outside of Japan. The Company�� distribution and sale of certain Kyocera products broadens its range of products and further facilitates its ability to offer one-stop shopping for the customers' electronic components needs. The Kyocera KDP and KKC electronic components it sells include ceramic capacitors, RF modules, frequency control devices, SAW devices, sensor products, actuators, and acoustic devices. Resale product sales also include connectors manufactured by Kyocera. Sales of these products accounted for approximately 31% of net sales in fiscal 2013.

Interconnect

AVX manufactures and sells electronic connectors and interconnect systems for use in the telecommunications, information technology hardware, automotive electronics, medical device, defense and aerospace industries. The Company�� product lines include a range of industry-standard connectors, as well as products designed specifically for the customers' applications. It produces fine pitch connectors used in portable devices, such as smart phones, other cell phones, notebook computers, global positioning system (GPS), and other hand held devices. In addition, it offers specialty connectors designed to address customer specific applications! across a! range of products and end markets. Approximately 33% of combined Interconnect and KEC Resale Connector net sales in fiscal 2013 consisted of connectors manufactured by Kyocera.

The Company competes with Murata Manufacturing Company Ltd, TDK Corporation, KEMET Corporation, NEC Corporation, Yageo Corporation, Taiyo Yuden Co. Ltd., Samsung Electro-Mechanics, Vishay Intertechnology, Inc., Tyco Electronics, Amphenol, Molex Incorporated, FCI and Erni Electronics.

Advisors' Opinion:
  • [By Ben Levisohn]

    Competitor AVX Corp. (AVX) has gained 1.1% to $12.96, while Molex (MOLX) has dropped 0.2% to $29.28 and Amphenol (APH) has ticked up 0.3% to $76.32.

Hot Gas Utility Companies To Buy Right Now: DCT Industrial Trust Inc (DCT)

DCT Industrial Trust Inc. (DCT) is an industrial real estate company that owns, operates and develops bulk distribution and light industrial properties in distribution markets in the United States and Mexico. The Company is structured as an umbrella partnership real estate investment trust (REIT), under which substantially all of its business is, and will be, conducted through a majority-owned and controlled subsidiary, DCT Industrial Operating Partnership LP (the operating partnership), a Delaware limited partnership, for which DCT Industrial Trust Inc. is the sole general partner. The Company owns properties through its operating partnership and its subsidiaries. As of December 31, 2011, DCT owned approximately 90% of the outstanding equity interests in its operating partnership. In March 2012, DCT acquired a 32.6 acre land parcel in Romeoville, within the southern I-55 industrial submarket of Chicago. In May 2012, the Company acquired two Class A industrial buildings totaling 98,000 square feet in Houston, known as DCT Claymoore Center. Located in the Northwest submarket of Houston, DCT Claymoore Center encompasses a bulk and light industrial facility and is 95.8%-occupied.

During the year ended December 31, 2011, the Company acquired 24 buildings comprising 2.8 million square feet and controlling ownership interests in three buildings totaling 0.4 million square feet. In 2011, the Company sold 16 operating properties totaling approximately 2.7 million square feet to third-parties. As of December 31, 2011, the Company�� consolidated operating properties had leases with approximately 900 customers with no single customer accounting for more than 1.7% of the total annualized base rents of its properties. As of December 31, 2011, the Company owned interests in, managed or had under development approximately 75.5 million square feet of properties leased to approximately 900 customers, including 58.1 million square feet comprising 408 consolidated properties owned in its operating portfo! lio, which were 90.6% occupied; 0.2 million square feet comprising one consolidated property under redevelopment, and 17.2 million square feet comprising 52 unconsolidated properties, which were 86.3% occupied and one managed-only property operated on behalf of five institutional capital management partners. As of December 31, 2011, its total consolidated portfolio consisted of 409 properties with an average size of 142,000 square feet and an average age of 20.2 years.

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-Dom

    Disclosure: 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...)

Hot Gas Utility Companies To Buy Right Now: BlackRock Enhanced Capital And Income Fund Inc (CII)

BlackRock Enhanced Capital and Income Fund, Inc. (the Fund), formerly BlackRock Capital and Income Strategies Fund, Inc., is a diversified, closed-end management investment company. The Fund seeks to provide current income and capital appreciation. It invests in a portfolio of equity and debt securities of United States and foreign issuers. The Fund�� portfolio includes common stocks, preferred stocks, foreign government obligations, corporate bonds, trust preferreds and municipal bonds. The Fund employs a strategy of writing (selling) call options on equity indexes in an attempt to generate gains from option premiums (the Index Option Strategy). Under the Index Option Strategy, the Fund will write call options primarily on the S&P 500 Index, but may, from time to time, write call options on other equity indexes as well. The Fund�� investment advisor is BlackRock Advisors, LLC, an indirect, wholly owned subsidiary of BlackRock, Inc.

The Fund invests in various industries, including commercial banks, diversified financial services, electric utilities, food products, gas utilities, insurance, thrifts and mortgage finance, and real estate investment trusts. On September 29, 2006, BlackRock, Inc. and Merrill Lynch & Co., Inc. (Merrill Lynch) combined Merrill Lynch�� investment management business, Merrill Lynch Investment Managers, L.P. (MLIM), and its affiliates, including Fund Asset Management, L.P. (FAM), with BlackRock, Inc. to create an independent company. Merrill Lynch has a 49.8% economic interest and a 45% voting interest in the combined company, and The PNC Financial Services Group, Inc. (PNC) has approximately a 34% economic and voting interest. The new company operates under the BlackRock name.

Advisors' Opinion:
  • [By Dividends4Life]

    According to a Gabelli Funds report, managed distribution policies offer several advantages, including:1. Lower difference between the fund�� market price and its NAV per share.2. Provides support during periods when the stock market is in a decline.3. Provides a measurable performance target for the investment adviser.Below are several high-yield funds from CEFA that have a managed distribution policy (yields as of December 16):Aberdeen Australia Eqty (IAF)- Distribution Yield: 10.4%- Income Yield: 3.46%Bexil Advisers LLC� (DNI)- Distribution Yield: 11.1%- Income Yield: 3.56%BlackRock En Capital&Inc (CII)- Distribution Yield: 8.78%- Income Yield: 2.34%Cornerstone Strat Value (CLM)- Distribution Yield: 18.77%- Income Yield: 1.83%Cornerstone Total Return (CRF)- Distribution Yield: 19.10%- Income Yield: 0.85%Delaware Inv Div & Inc (DDF)- Distribution Yield: 6.70%- Income Yield: 5.26%Gabelli Equity Trust (GAB)- Distribution Yield: 7.58%- Income Yield: 1.54%Gabelli Utility Trust (GUT)- Distribution Yield: 9.45%- Income Yield: 2.84%MFS Special Value Trust (MFV)- Distribution Yield: 9.60%- Income Yield: 5.73%Nuveen Tx-Adv TR Strat (JTA)- Distribution Yield: 6.70%- Income Yield: 3.12%TCW Strategic Income (TSI)- Distribution Yield: 10.54%- Income Yield: 7.88%Zweig Total Return (ZTR)- Distribution Yield: 7.27%- Income Yield: 1.95%As noted in the Gabelli report, a managed distribution policy may create confusion regarding the true current yield since the reported yield includes the return of capital portion. You can see the disparity above between the income yield and the distribution (reported) yield.If you are looking for a sustainable and growing dividend, you may want to consider some blue-chip dividend stocks such as these with a Free Cash Flow Payout less than 50%, 50+ years of consecutive dividend increases and a 2%+ yield:3M Co. (MMM) is a diversified global company provides enhanced product functionality in electronics, health care, industrial, consumer

Hot Gas Utility Companies To Buy Right Now: Global X China Energy ETF (CHIE)

Global X China Energy ETF (the Fund) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S-BOX China Energy Index (the Underlying Index). The Underlying Index is a free float adjusted, liquidity tested and market capitalization-weighted index that is designed to measure performance of the investable universe of companies in the Energy sector of the Chinese economy, as defined by Structured Solutions AG. Global X Management Company, LLC serves as the investment adviser to the Fund. Advisors' Opinion:
  • [By pamatlarge]

    Investors looking to short a particular sector can choose from several Global X long ETFs. The Global X China Consumer ETF (CHIQ) concentrates its investments in consumer cyclical goods and consumer defense goods. The Global X China Energy ETF (CHIE) primarily holds stocks in coal, oil and utility companies. The Global X China Financials ETF (CHIX) only invests in financial services companies and real estate companies. The Global X China Industrials ETF (CHII) holds stocks in industrial companies and basic materials companies. The Global X China Materials ETF (CHIM) invests in basic materials stocks. The Global X China Technology ETF (CHIB) holds technology stocks as the core of its investments. All of these ETFs are particularly sensitive to sector downturns and general economic contractions.

Hot Gas Utility Companies To Buy Right Now: Golub Capital BDC Inc (GBDC)

Golub Capital BDC, Inc. (Golub Capital BDC), incorporated on November 9, 2009, is an externally managed, closed-end, non-diversified management investment company. The Company's investment objective is to generate current income and capital appreciation by investing primarily in senior secured, one stop, second lien, subordinated loans of, and warrants and minority equity securities in, United States middle market companies. The Company seeks to create a diverse portfolio that includes senior secured, one stop, second lien and subordinated loans and warrants and minority equity securities by primarily investing in the securities of United States middle market companies. The Company's investment activities are managed by the Company's investment adviser, GC Advisors LLC (GC Advisors).

The Company seeks to generate risk-adjusted net returns by assembling a diversified portfolio of investments across a broad range of industries and private equity investors. The Company seeks to create a diverse portfolio that includes senior secured, one stop, second lien and subordinated loans and warrants and minority equity securities by primarily investing on average, in the securities of United States middle market companies. The Company primarily targets United States middle markets companies controlled by private equity investors that require capital for growth, acquisitions, recapitalizations, refinancings and leveraged buyouts. The Company may also make opportunistic loans to independently owned and publicly held middle market companies. The Company focuses on senior secured loans and one stops investments, given the principal protection from the first lien security interest associated with such loans.

Senior Secured Loans

The Company structures these investments as senior secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of such loans. This collateral may take the form of! first-priority liens on the assets of the portfolio company borrower. The Company's senior secured loans may provide for moderate loan amortization in the early years of the loan, with the majority of the amortization deferred until loan maturity.

One Stop Loans

The Company structures its one stop loans as senior secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of these loans. This collateral may take the form of first-priority liens on the assets of the portfolio company. One stop loans typically provide for moderate loan amortization in the initial years of the facility, with the majority of the amortization deferred until loan maturity. One stop loans generally allow the borrower to make a lump sum payment of principal at the end of the loan term, and there is a risk of loss if the borrower is unable to pay the lump sum or refinance the amount owed at maturity.

Second Lien Loans

The Company structures these investments as junior, secured loans. The Company obtains security interests in the assets of the portfolio company that serve as collateral in support of the repayment of such loans. This collateral may take the form of second priority liens on the assets of a portfolio company. Second lien loans typically provide for moderate loan amortization in the initial years of the facility, with the majority of the amortization deferred until loan maturity.

Subordinated Loans

1The Company structures these investments as unsecured, subordinated loans that provide for relatively high, fixed interests rates that provide the Company with interest income. These loans typically have interest-only payments (often representing a combination of cash pay and payment-in-kind, or PIK, interest) with amortization of principal deferred until loan maturity.

Advisors' Opinion:
  • [By Monica Gerson]

    Golub Capital BDC (NASDAQ: GBDC) dipped 2.88% to $17.89 in pre-market trading after the company announced a public offering of 3.5 million shares of its common stock.

  • [By GuruFocus]

    SVP and CFO Michael D James bought 2,500 shares of GMAN stock on 12/17/2013 at the average price of 7.1. Michael D James owns at least 69,158 shares after this. The price of the stock has increased by 6.9% since.

    Golub Capital BDC, Inc. (GBDC): CEO, 10% Owner David Golub Bought 5,000 Shares

    CEO, 10% Owner of Golub Capital BDC, Inc. (GBDC) David Golub bought 5,000 shares on 12/23/2013 at an average price of $18.71. Golub Capital BDC, Inc. was formed in November 2009. Golub Capital Bdc, Inc. has a market cap of $810.256 million; its shares were traded at around $18.71 with a P/E ratio of 13.90 and P/S ratio of 7.70. The dividend yield of Golub Capital Bdc, Inc. stocks is 6.84%.

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