Barclays’ Venu Krishna and Elias Krauklis have come up with a list of 11 small and mid-sized companies that have improving fundamentals and solid risk/reward characteristics, including Buffalo Wild Wings (BWLD), Terex (TEX) and Eclipse Resources (ECR).
Kirshna and Krauklis explain how they made their selections:
…we continue to see a greater focus on improving fundamentals (top line acceleration and margin/multiple expansion) gained through acquisitions and divestitures. Again, the companies in this edition�� Selections are placing more of an emphasis on redeploying capital via investments in technology instead of share buybacks and dividends…
Our Small & Mid Cap Selections of 11 stocks offer a median upside potential of 35%: The median upside case is 66.4% while the median downside case is -11.2%….
Top 5 Information Technology Stocks To Buy Right Now: Altria Group(MO)
Altria Group, Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes, smokeless products, and wine in the United States and internationally. It offers cigarettes under the Marlboro, Virginia Slims, Parliament, Benson & Hedges, Basic, and L&M brands; smokeless tobacco products under the Copenhagen, Skoal, Red Seal, Husky brands, and Marlboro snus brands; and machine-made large cigars and pipe tobacco. The company also produces and sells blended table wines under the Chateau Ste Michelle and Columbia Crest names; and distributes Antinori and Villa Maria Estate wines and Champagne Nicolas Feuillatte in the United States. In addition, it maintains a portfolio of leveraged and direct finance leases in rail and surface transport, aircraft, electric power, real estate, and manufacturing. The company sells its tobacco products to wholesalers, including distributors; large retail organizations, such as chain stores; and the armed services. Altria Group, Inc. markets its wine products to restaurants, wholesale clubs, supermarkets, wine shops, and mass merchandisers. The company was founded in 1919 and is headquartered in Richmond, Virginia.
Advisors' Opinion:- [By Holly LaFon]
Prior to owning shares of Philip Morris International, Russo owned shares of Philip Morris Cos Inc., which changed its name to Altria (MO) in January 2003. Altria spun off 100% of its shares of Philip Morris International Inc. to its shareholders in March 2008, creating the world�� most profitable publicly traded tobacco company.
- [By Keith Fitz-Gerald]
If you don't believe those assertions, ask anyone who invested in Altria Group Inc. (NYSE: MO) back in 1999 if they'd disagree.
They've enjoyed total returns north of 1,000%.
Top 5 Dividend Stocks To Watch For 2014: M&T Bank Corporation (MTB)
M&T Bank Corporation operates as the holding company for M&T Bank and M&T Bank, National Association that provide commercial and retail banking services to individuals, corporations and other businesses, and institutions. It offers business loans and leases; business credit cards; deposit products, such as demand, savings, and time accounts; and financial services, including cash management, payroll and direct deposit, merchant credit card, and letters of credit. The company also provides residential real estate loans; multifamily commercial real estate loans; commercial real estate loans; one-to-four family residential mortgage loans; investment and trading securities; short-term and long-term borrowed funds; brokered certificates of deposit and interest rate swap agreements related thereto; and branch deposits. In addition, it offers foreign exchange, as well as asset management services. Further, the company provides consumer loans, and commercial loans and leases; cred it life, and accident and health reinsurance; and securities brokerage, investment advisory, and insurance agency services. As of December 31, 2009, it had 738 banking offices in New York State, Pennsylvania, Maryland, Delaware, New Jersey, Virginia, West Virginia, and the District of Columbia; a commercial banking office in Ontario, Canada; and an office in George Town, Cayman Islands. The company was founded in 1969 and is headquartered in Buffalo, New York.
Advisors' Opinion:- [By Amanda Alix]
Too little, too late?
Whether the new regulations have arrived in time to prevent a bust in the commercial sector similar to the one seen with home mortgages remains to be seen. Some banks, at least, are recognizing the risks and staying away. As M&T Bank (NYSE: MTB ) vice chair Mike Pinto tells the Financial Times, "Every 10 years or so, banks make some horrible mistake, and it usually starts with easy money." Hopefully, this time, such a calamity will be avoided. - [By Amanda Alix]
It was a long engagement, but the union between growth-oriented M&T Bank (NYSE: MTB ) and Hudson City Bancorp (NASDAQ: HCBK ) looks like it is definitely back on track.
- [By , DividendChannel.com]
Looking at the universe of stocks we cover at Dividend Channel, on May 28, First Financial Bancorp�(FFBC), Goldman Sachs�(GS) and M & T Bank Corp.�(MTB) will all trade ex-dividend for their respective upcoming dividends. First Financial Bancorp will pay its quarterly dividend of $0.15 on July 1, Goldman Sachs will pay its quarterly dividend of $0.55 on June 27 and M & T Bank�will pay its quarterly dividend of $0.70 on June 30.
- [By Jonas Elmerraji]
The most-hated name on our list today is M&T Bank (MTB), the $16 billion regional banking stock that tips the scales as one of the 20 largest banks in the country (and is one of Warren Buffett's favorite stocks). With a short interest ratio of 27.22, it would take more than five weeks of buying pressure for short sellers to exit their bets at current volume levels. That means that just about any catalyst could trigger a short squeeze right now.
M&T Bank was one of the well-run regional names that actually fared well in the wake of the 2008 financial crisis. By actually sticking to retail and commercial banking and maintaining better underwriting standards, MTB ended up with a loan book that was high enough quality to make it through the lean years. Like other banking names, MTB sought to grow its business by acquiring smaller banking names -- and that's one of the big black clouds that investors are fixating on right now. Shares are seeing high short interest thanks to a regulatory edits to improve risk management and a pending acquisition of Hudson City Bancorp (HCBK) that's been a debacle.
All of that negative sentiment has been piling up for the last two years (meanwhile, net margins are consistently above 25% and shares have actually managed to rally more than 62% over that stretch). The sheet amount of event risk surrounding earnings and the Hudson City merger make the prospect of being short here pretty scary. As soon as shorts start covering, expect a chain reaction.
Read More: 12 Stocks Warren Buffett Loves in 2014
Top 5 Dividend Stocks To Watch For 2014: Sempra Energy(SRE)
Sempra Energy, together with its subsidiaries, develops new energy infrastructure, operates utilities, and provides energy-related products and services worldwide. It operates in six segments: SDG&E, SoCalGas, Sempra Generation, Sempra Pipelines & Storage, Sempra LNG (liquefied natural gas), and Sempra Commodities. The SDG&E segment has electric and natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of electricity and natural gas to residential, commercial, industrial, street and highway lighting, and direct access customers. The SoCalGas segment has natural gas franchises that locate, operate, and maintain facilities for the transmission and distribution of natural gas to electric generation, wholesale, large commercial, industrial, and enhanced oil recovery customers. The Sempra Generation segment involves in the generation and wholesale distribution of electricity through a fleet of natural gas-fired power generati on facilities in Arizona, Nevada, and Indiana, as well as Mexico with a total capacity of 2,513 megawatts. The Sempra Pipelines & Storage segment operates 1,883 miles of distribution pipelines, 224 miles of transmission pipelines, and 3 compressor stations in Mexico; operates Mobile Gas, a natural gas distribution utility located in Mobile and Baldwin counties in Alabama; and operates natural gas storage facilities in Washington County of Alabama and Simpson County of Mississippi. The Sempra LNG segment involves in the receipt, storage, and vaporization of LNG, as well as the purchase and sale of natural gas. It operates Energia Costa Azul LNG receipt terminal in Baja California, Mexico, as well as Cameron LNG receipt terminal in Hackberry, Louisiana. The Sempra Commodities segment engages in the commodities-marketing business. Sempra Energy has operations in the United States, Canada, Mexico, Argentina, Chile, and Peru. The company was founded in 1998 and is headquartered i n San Diego, California.
Advisors' Opinion:- [By Robert Rapier]
Liquefied natural gas (LNG) export terminals will begin operation as early as late 2015, when�Cheniere Energy Partners�(NYSE: CQP) completes its Sabine Pass LNG export terminal.�Sempra Energy�(NYSE: SRE) has also received approval for an LNG facility on the Gulf Coast in Louisiana, and there are 13 more proposals awaiting approval. As more of these terminals come online, some of the excess natural gas will find its way to more lucrative markets.
Top 5 Dividend Stocks To Watch For 2014: E.I. du Pont de Nemours and Company(DD)
E. I. du Pont de Nemours and Company operates as a science and technology company worldwide. It operates in seven segments: Agriculture & Nutrition, Electronics & Communications, Performance Chemicals, Performance Coatings, Performance Materials, Safety & Protection, and Pharmaceuticals. The Agriculture & Nutrition segment provides hybrid seed corn and soybean seed, herbicides, fungicides, insecticides, value enhanced grains, and soy protein under the Pioneer brand name. The Electronics & Communications segment supplies materials and systems for photovoltaic products, consumer electronics, displays, and advanced printing. The Performance Chemicals segment offers fluorochemicals, fluoropolymers, specialty and industrial chemicals, and white pigments for various markets, such as plastics and coatings, textiles, mining, pulp and paper, water treatment, and healthcare. The Performance Coatings segment supplies high performance liquid and powder coatings for motor vehicle origi nal equipment manufacturers (OEM); the motor vehicle after-market; and general industrial applications, such as such as coatings for heavy equipment, pipes and appliances, and electrical insulation. The Performance Materials segment provides polymers, elastomers, films, parts, and systems and solutions for the automotive OEM and associated after-market industries, as well as electrical, electronics, packaging, construction, oil, photovoltaics, aerospace, chemical processing, and consumer durable goods. The Safety & Protection segment primarily offers nonwovens, aramids, and solid surfaces for the construction, transportation, communications, industrial chemicals, oil and gas, electric utilities, automotive, manufacturing, defense, homeland security, and safety consulting industries. The Pharmaceuticals segment represents its interest in the collaboration relating to Cozaar/Hyzaar antihypertensive drugs. The company was founded in 1802 and is headquartered in Wilmington, Dela ware.
Advisors' Opinion:- [By Alex Planes]
It began in 1925, when General Motors (NYSE: GM ) joined the Dow for the second time. The automaker joined DuPont (NYSE: DD ) , which had been buying its shares for 11 years and which had used its ownership clout to force GM founder William Durant out of the company four years earlier. DuPont had joined the Dow a year and a half earlier.
- [By Dan Carroll]
DuPont (NYSE: DD ) also topped expectations today, and the stock sits atop the Dow so far with gains of 3.5%. The firm's net income climbed 6% year over year to $1.58 per share. A 14% increase in agricultural sales helped to offset the company's lagging performance-chemical business.
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