Friday, November 14, 2014

Best Dow Dividend Companies To Buy For 2014

Pity poor MetLife (NYSE: MET  ) . Never has a life insurer shed more in an attempt to wind up with less. In MetLife's case, its sale of its retail banking unit to GE Capital (NYSE: GE  ) was an exercise in frustration, as one regulatory hurdle rose up to replace those already vanquished. At the end of last year, the sale was finally given the green light, effectively pulling MetLife out from under the banking regulators' scrutiny.

The closing of that sale did not solve another pending problem, however. New procedures enacted by Dodd-Frank have empowered�the Financial Stability Oversight Council to label any company as a "systemically important financial institution" if council members feel that the economy could be threatened by its failure. Earlier this week, the giant insurer announced that it had entered the last stage of the regulatory process that could give MetLife the SIFI designation that it feels it so richly does not deserve.

So far, not so good
Other companies -- like GE Capital, as well as MetLife peers AIG (NYSE: AIG  ) �and Prudential (NYSE: PRU  ) �-- have already earned that tag, which could push stricter new capital rules upon them. Though AIG and GE Capital are not challenging the classification, Prudential is appealing�its recent designation.

Top Gas Utility Companies For 2015: Bounty Oil and Gas NL (BUY)

Bounty Oil & Gas NL (Bounty) is an Australia-based company engaged in the exploration, development, production and marketing of oil and gas (petroleum). The Company operates in two segments: Core Petroleum Segment and Secondary Segment. The Core Petroleum Segment is involved in oil and gas exploration, development and production. The Secondary Segment is involved in the Investment in listed securities. During the fiscal year ended June 30, 2012 (fiscal 2012), the Company produced light sweet crude oil from the Murta Zone in the Utopia Field , southwest Queensland and continued to sell the oil to the Eromanga Refinery 50 kilometers north of the field; produced oil from several oil fields and leases operated by Santos Limited in ATP 259P, Naccowlah Block, southwest Queensland, and achieved revenue from sale of listed investments. The Company also operates Nyuni Joint Venture which is offshore Tanzania, East Africa. Advisors' Opinion:
  • [By wax]

    Positive (buy) investment interest means that the current key performance indicators (KPIs) favor investment consideration at this time.

    The recent close of $10.01 is approximately 13% below the fair value buy target for the stock and approximately 58% below the fair value close target for the stock. The recent close is also 5% above analysts��twelve-month $9.50 median price target for the stock.

Best Dow Dividend Companies To Buy For 2014: Organovo Holdings Inc (ONVO)

Organovo Holdings, Inc. (Organovo), formerly Real Estate Restoration & Rental, Inc., incorporated in 2007, is a development-stage company. The Company has developed and is commercializing a platform technology for the generation of three-dimensional (3D) human tissues that can be employed in drug discovery and development, biological research, and as therapeutic implants for the treatment of damaged or degenerating tissues and organs. On December 28, 2011, Real Estate Restoration and Rental, Inc.�� (RERR) entered into an Agreement and Plan of Merger, pursuant to which RERR merged with its, wholly owned subsidiary, Organovo (Merger Sub). On February 8, 2012, the Company merged with and into Organovo Acquisition Corp. (Acquisition Corp.), a wholly owned subsidiary of Organovo, with the Company surviving the merger as a wholly owned subsidiary of Organovo Holdings (the Merger). As a result of the Merger, Organovo acquired the business of Organovo, Inc.

The Company has collaborative research agreements with Pfizer, Inc. (Pfizer) and United Therapeutic Corporation (Unither). As of March 31, 2012, it has five federal grants, including Small Business Innovation Research grants and developed the NovoGen MMX Bioprinter (its first-generation 3D bioprinter). The Company is engaged in the development of specific 3D human tissues to aid Pfizer in discovery of therapies in two areas of interest. In addition, in October 2011, it entered into a research agreement with Unither to establish and conduct a research program to discover treatments for pulmonary hypertension using its NovoGen MMX Bioprinter technology. Additionally, under the research agreement with Unither, the Company granted Unither an option to acquire from the Company a worldwide, royalty-bearing license in certain intellectual property created under the research agreement solely for use in the treatment or prevention of pulmonary hypertension and all other lung diseases.

The Company�� NovoGen MMX Bioprinter is an automate! d device that enables the fabrication of three-dimensional (3D) living tissues comprised of mammalian cells. A custom graphic user interface (GUI) facilitates the 3D design and execution of scripts that direct precision movement of the dispensing heads to deposit cellular building blocks (bio-ink) or supporting hydrogel. The Company is using a third party manufacturer, Invetech Pty., of Melbourne, Australia, to manufacture its NovoGen MMX Bioprinter. Its bioprinting technology and surrounding intellectual property and commercial rights serve as a platform for product generation across multiple markets that employ cell- and tissue-based products and services.

The Company competes with Organogenesis, Advanced BioHealing, Tengion, Genzyme, HumaCyte and Cytograft Tissue Engineering.

Advisors' Opinion:
  • [By Paul Ausick]

    A unique 3D printing stock is Organovo Holdings Inc. (NYSEMKT: ONVO). Shares are down more than 15% in 2014 after rising about 325% in 2013. The company is developing a 3D bioprinting technology that can create functional human tissues on demand for research and medical use. Organovo announced a first delivery of liver tissue in late January, well ahead of schedule, and the stock gained back some of its year-to-date losses. The company has been publicly traded for about a year and a half, and the stock hit a post-IPO high of $13.65 in November. It closed on Friday at $9.35. There is no price target on the stock, and the company is not expected to post positive earnings at least through 2015. In terms of market cap, though, Organovo ranks fourth among the publicly traded 3D printing companies with a market value of nearly $728 million.

Best Dow Dividend Companies To Buy For 2014: Grana y Montero SAA (GRAM)

Grana y Montero SAA is a Peru-based holding company primarily engaged in the four business areas: Construction and Engineering Industry, Real Estate, Oil Services, and Operation of Public Concessions and Business Support Services. Through its subsidiaries, the Company provides such services as the development and management of real estate properties and leisure facilities; the exploration, production and sale of oil, natural gas and its derivates; the storage and distribution of combustibles; information technology services; engineering consultancy; the operation and maintenance of rails and roads concessions; as well as the execution and management of projects related to the generation of electric power; among others. The Company owns such subsidiaries as GMD SA, Concar SA, Survial SA, Norvial SA and Promotores Asociados de Inmobiliarios SA, among others. Advisors' Opinion:
  • [By alicet236]

    Grana y Montero SAA (GRAM) Reached the Five-Year Low of $20.90

    The prices of Grana y Montero SAA (GRAM) shares have declined to close to the five-year low of $20.90, which is 17.3% off the five-year high of $22.14. Grana y Montero SAA is owned by four Gurus we are tracking. Among them, four have added to their positions during the past quarter. Zero reduced their positions. Grana y Montero SAA was established in Peru on August 12, 1996 as a result of the equity spin-off of Inversiones GyM S. Grana Y Montero Saa has a market cap of $2.75 billion; its shares were traded at around $20.90 with a P/E ratio of 24.60 and P/S ratio of 1.24.

Best Dow Dividend Companies To Buy For 2014: China Fund Inc (CHN)

The China Fund, Inc. (the Fund), incorporated on April 28, 1992, is a non-diversified, closed-end management investment company. The Fund�� investment objective is to achieve long-term capital appreciation through investment in companies and other entities with significant assets, investments, production activities, trading or other business interests in the People�� Republic of China, or which derive a significant part of their revenue from the People�� Republic of China.

The China Fund, Inc. may invest in equity-linked securities, such as linked participation notes, equity swaps and zero-strike options, and securities warrants collectively referred to as Access Products. The Fund invests various sectors, including industrials, consumer discretionary, energy, information technology, financials, consumer staples, materials, utilities, healthcare and telecommunications. Martin Currie Inc. serves as the investment manager for the Fund's listed assets. Asian Direct Capital Management is the investment manager for the Fund's assets allocated to direct investments.

Advisors' Opinion:
  • [By Stephen Leeb, Founder and Research Chairman, Leeb Group]

    Healthy economic data, coupled with low inflation, make Chinese stocks attractive as well. Our first choice here is the China Fund (CHN). It holds a diverse portfolio of stocks primarily focused on the Chinese domestic market.

Best Dow Dividend Companies To Buy For 2014: Brazil Gold Corp (BRZG)

Brazil Gold Corp. incorporated on June 17, 2004, is engaged in reviewing mineral exploration. The Company has a Letter of Intent with Mineracao Rio De Padreas Ltda to acquire up to 100% of Mineracao�� interests in the Luziania Gold Project located in Goias State, Brazil. The Luziania Gold Project (LGP) is located about 50 kilometers southwest of Brasilia and 10 kilometers from the City of Luziania. LGP carries mining permits, environmental impact studies and ore recovery analyses. Effective July 30, 2013, Brazil Gold Corp acquired a 20% interest in FAL Minerals LLC, a gold mining company.

The Company is focused on reviewing exploration and other opportunities with the objective of bringing revenue to the Company. As of June 30, 2011, the Company was focused on evaluating possible new ventures and acquisitions. As of June 30, 2011, the Company had not generated any revenues from its operations.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap mining stocks Brazil Gold Corp (OTCMKTS: BRZG) and Trulan Resources (OTCMKTS: TRLR) were either active on the charts last week (in the case of the former) or recently the subject of paid promotions (in the case of the latter). However, mining is not exactly an easy business for a small and usually undercapitalized small cap mining stock given the amount it can cost to get a mine up and running. On the other hand, they could always be sitting on the next mother lode just waiting to come out of the ground. With that in mind, here is a quick reality check about these two small cap mining stocks:

Best Dow Dividend Companies To Buy For 2014: Gerdau SA (GGB)

Gerdau S.A. (Gerdau), incorporated on November 20, 1961, is a producer of long rolled steel. Gerdau operates steel mills that produce steel by direct iron-ore reduction (DRI) in blast furnaces and in electric arc furnaces (EAF). In Brazil, the Company operates four integrated steel mills, including its mill, Acominas mill, an integrated steel mill located in the state of Minas Gerais. It has a total of 60 steel producing units globally, including joint ventures and associate companies. The joint ventures include a unit located in the United States for the production of flat rolled steel and another unit in India. The associate companies are Aceros Corsa in Mexico; Corporacion Centroamericana del Acero in Guatemala, and Industrias Nacionales (INCA) in the Dominican Republic. Through its subsidiaries and affiliates, the Company also engages in other activities related to the production and sale of steel products, including reforestation, electric power generation projects; coking coal, iron ore and pig iron production, as well as fab shops and downstream operations. On August 12, 2010, Gerdau acquired the remaining 49.1% interest in the Cleary Holdings Corp. On October 21, 2010, Gerdau, through its wholly owned subsidiary Gerdau Ameristeel acquired TAMCO Steel.

Gerdau offers a range of steel products, which are manufactured according to a variety of customer specifications. Its product mix includes crude steel (slabs, blooms and billets) sold to rolling mills, finished products for the construction industry, such as rods and structural bars, finished products for industry, such as commercial rolled steel bars and machine wire and products for farming and agriculture, such as poles, smooth wire and barbed wire. The Company also produces specialty steel products utilizing technology and normally with a certain degree of customization for the manufacture of tools and machinery, chains, locks and springs, for the automotive and mechanical industries. As of December 31, 2010, the Company operat! ed 19 steel production units in the United States and Canada through its principal entity, Gerdau Ameristeel Corporation. Gerdau operates in four business segments: Brazil (Brazil Business Operation), includes Brazil�� operations, except specialty steel; North America (North America Business Operation), includes all North American operations, except Mexico and specialty steel; Latin America (Latin America Business Operation), includes all Latin American operations, except for Brazil, and Specialty Steel (Specialty Steel Business Operation), includes the specialty steel operations in Brazil, Spain and the United States.

Crude Steel (Billets, Blooms and Slabs)

Crude steel products include billets, blooms and slabs. Billets are bars from square sections of long steel that serve as inputs for the production of wire rod, rebars and merchant bars. They are the main product of the Acominas mill. Blooms are used to manufacture products, such as springs, forged parts, heavy structural shapes and seamless tubes. Slabs are used in the steel industry for the rolling of a range of flat rolled products. Slabs are mainly used to produce hot and cold rolled coils, heavy slabs and profiles. Crude steel products are produced using either the continuous casting or conventional process.

Common Long Rolled Products

Common long rolled products represent a major portion of the Company�� production. The Company�� main long rolled products include rebars, merchant bars and profiles, which are used mainly by the construction and manufacturing industries.

Drawn Products

Drawn products include barbed and barbless fence wire, galvanized wire, fences, concrete reinforcing wire mesh, nails and clamps. These products are not exported and are sold to the manufacturing, construction and agricultural industries.

Specialty Steel Products

Gerdau produces specialty and stainless steel used in tools and machinery, chains, fasteners! , railroa! d spikes and special coil steel at its Acos Villares and Piratini units in Brazil, at Corporacion Sidenor units in Spain and at the MacSteel units in the United States. In the United States, Gerdau Ameristeel produces special sections, such as grader blades, smelter bars, light rails, super light I-beams, elevator guide rails and other products that are made on demand for the Company�� clients, which are mainly manufacturers. It is a joint venture with the Kalyani Group in India, in which Gerdau has a 73.2% interest in the joint venture.

Flat Products

Gerdau�� Acominas mill produces slabs, which are rolled into flat products, such as hot and cold steel coils, heavy plates and profiles. In addition, the Company�� distribution subsidiary, Comercial Gerdau, resells flat steel products manufactured by other Brazilian steel producers. Gerdau Ameristeel also supplies flat steel to its customers through its joint venture Gallatin located in Kentucky. Gallatin is a joint venture with ArcelorMittal, Canada, a flat steel producer, and has nominal installed capacity of 1.4 million tons of flat steel per year.

The Company competes with Commercial Metals Company, Nucor Corporation, Steel Dynamics Inc., ArcelorMittal Inc., ArcelorMittal Brasil, Usiminas Group and CSN.

Advisors' Opinion:
  • [By Jeff Reeves]

    Gerdau (GGB) is one of the best ways to play this trend if you believe in a commodities shift. The Brazilian steel company trades for a forward P/E of about 5, and a price/sales of just a bit more than 0.7. That�� an incredible valuation.

  • [By Victor Selva] -largest producer in the sector.

    Why Not No. 1?

    Brazil-based Gerdau has three main advantages. Size ��though it�� a strong pro ��is not necessarily one of them. To start with, Gerdau is a highly integrated company, with annual iron ore production capacity totaling 11.5 million metric tons, enabling it to be over 80% and 40% self-sufficient in Brazil and the U.S., respectively, and thus hedging itself from volatility in raw material prices.

    Second, the company has a relatively modern fleet of furnaces, mainly composed of electric arc furnaces (EAFs), which are more energy-efficient than traditional blast furnaces and should result on a more flexible supply.

    Last, the location is also a positive factor: with a high geographical diversification, Gerdau has still managed to maintain a strong leadership in the markets where it operates (particularly in Brazil and the U.S.). This allows it, on the one hand, to supply many different markets and therefore reduce risks of local economic underperformances and, on the other hand, to profit from low-cost labor in Brazil. In addition, the upcoming sporting events ��2014 World Cup and 2016 Olympics ��are expected to generate a strong inflow of investments in infrastructure in the country, with Gerdau as a potential beneficiary of this.

    In spite of being the biggest worldwide, I believe that ArcelorMittal doesn�� count with these characteristics. Further, as players in the industry are so atomized, being the No. 1 producer implies having only 6% of the global market share, which doesn�� give ArcelorMittal a superior bargain power than its peers. And though it�� still a very diversified and vertically integrated group, its costs will tend to be higher than those of Gerdau, since its furnaces are primarily blast furnaces and its labor expenses are higher as the company is based in Europe.

    US Steel will also have to deal with an old and inefficient fleet of furnaces, w

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