Navios Maritime Partners, LP (NMM)
This Greek shipping partnership transports dry bulk cargo such as grains, coal, ore, and cement to destinations throughout the world. I added Navios Maritime Partners LP (NMM, NYSE) to the “Ultra High-Yield” Portfolio in December 2009 at $14.44. It has since paid $1.25 in per unit distributions and the price has jumped for a solid [...]
Tractor Supply Co. (TSCO)
Tractor Supply Co. (TSCO, Nasdaq) was the only 2 for 1 split announced in July, somewhat to my surprise. With earnings coming in strong, I expected more companies to feel confident enough to announce a split. Apparently, confidence has not built up to quite that level as yet. Therefore, when a company like TSCO does [...]
Advance Auto Parts, Inc. (AAP)
Advance Auto Parts, Inc. (AAP, NYSE) ranks above 90 for the 12-Factor Sector and Reranked Overall scores. The stock has returned 35% so far this year, versus an average of 3% for consumer-discretionary stocks in the S&P 1500 Index. Those gains reflect strong quarterly profits and an improving outlook for the remainder of the year. [...]
Intel Corp. (INTC)
The recent stock market correction has hit the computer industry especially hard; and therein lies another investment opportunity. … I am recommending Intel Corp. (INTC, Nasdaq), one of world’s largest technology companies, founded in 1968. Intel has survived through the ever-changing times by both anticipating and adapting to the needs of the ever-changing world, through [...]
Transocean (RIG)
After bottoming out below $45 last week, Transocean LTD (RIG, NYSE) shares have come racing back. The stock spiked from $47.22 to $50.68 on Monday. It then climbed to $53.56 on Wednesday, and bulled all the way to $57.93 today. That’s a powerful 23% advance in just four trading sessions. I added 35 shares of [...]
Sociedad Quimica y Minera (SQM)
Represented by the symbol “Li,” lithium is the lightest and least dense of the solid elements. Lithium production has been growing for decades thanks to its use in small batteries. Powering a car with electricity takes more than a few AAA cells, but it can be done. The idea is increasingly popular as oil prices [...]
ExxonMobil (XOM)
Investors appear concerned that ExxonMobil Corp. (XOM, NYSE) might have paid too much for XTO, while some have expressed concerns that the new assets increase the profile of natural gas in Super Oil’s production mix. The market has vastly overreacted to both concerns, furnishing savvy investors with an excellent opportunity to buy ExxonMobil’s shares. And [...]
Aeropostale (ARO)
If you walk around any large mall in the U.S. you will see a number of teen fashion outlets including Abercrombie & Fitch, American Eagle, Anthropologie and Aeropostale. With 14% market share, American Eagle is arguably the leader, but that may be changing. In the first fiscal quarter ending May 1, same-store sales at Aeropostale, [...]
Wells Fargo (WFC)
Wells Fargo (WFC, NYSE) is the fourth-largest bank in the U.S., with over 10,000 branches and $1.2 trillion in assets. The company almost doubled its size by acquiring failing Wachovia at the end of 2008. Although WFC had to write down the value of billions in Wachovia loans, the acquisition gave the firm a truly [...]
Seadrill (SDRL)
Seadrill (SDRL, NYSE) switched its listing from the Oslo Stock Exchange to the New York Stock Exchange in mid-April, a move that dramatically increases the company’s visibility and its ability to use its stock as currency for acquisitions. The firm has a long history of growth via acquisitions, including its ongoing bid to take [...]