For both his conservative and more speculative favorites for 2014, Jim Powell, editor of Global Changes & Opportunities Report, turns to the growing market for home security systems.
As my top pick for the coming year, I like the long-term outlook for ADT Corporation (ADT), a major home security company that was spun-off from Tyco International last year.
I think the company is ideally situated to benefit from two profitable trends that are already in motion: 1) Americans are increasingly concerned about protecting themselves and their families from crime, and 2) home sales are rebounding, and so is new home construction.
In the latter case, many buyers want houses that are prewired for security systems. Meanwhile, part of the company's revenue comes from ongoing monthly fees for monitoring services.
ADT is now adding remote access features to its systems that allow customers to adjust thermostats, unlock doors, keep tabs on children and pets, and so on, using live video feeds to smartphones and tablets. I think the video systems will be extremely popular.
Best Undervalued Stocks To Invest In Right Now: Deluxe Corporation (DLX)
Deluxe Corporation, together with its subsidiaries, provides personalized printed products, promotional products, and merchandising materials in the United States, Canada, and Europe. Its Small Business Services segment offers printed products, including business checks, promotional products, marketing materials, and related services, as well as retail packaging supplies and a suite of business services comprising Web design and hosting, fraud protection, payroll, logo design, search engine marketing, business networking, and other Web-based services to small businesses. This segment also offers printed forms, such as billing forms, work orders, job proposals, purchase orders, invoices, and personnel forms; computer forms; and stationery, letterhead, envelopes, greeting cards and labels, and business cards in various formats and ink colors. It sells its products through mail and the Internet, referrals from financial institutions and telecommunications clients, independent distributors and dealers, and sales representatives. The company?s Financial Services segment provides check programs for personal and business checks, fraud prevention and monitoring services, customer acquisition campaigns, marketing communications, regulatory program services, and customer loyalty programs to banks, credit unions, and financial services companies primarily through direct sales force. Its Direct Checks segment sells personal and business checks, and related products and services directly to consumers through direct response marketing and the Internet. Deluxe also offers online financial management tools that provide banks with daily access to their financial position and general ledger information. The company was formerly known as Deluxe Check Printers, Incorporated and changed its name to Deluxe Corporation in 1988. Deluxe Corporation was founded in 1915 and is headquartered in Shoreview, Minnesota.
Advisors' Opinion:- [By Eric Volkman]
Deluxe (NYSE: DLX ) is opening its checkbook for a fresh round of shareholder payouts. The company has declared its latest quarterly dividend, which is to be $0.25 per share, paid on September 3 to shareholders of record as of August 19.�This is in line with the firm's long-standing distribution policy; it has handed out that amount in every quarter stretching back to July 2006.
Hot Managed Healthcare Companies To Buy For 2014: Community Bank System Inc (CBU)
Community Bank System, Inc., incorporated on April 15, 1983, which wholly owns five subsidiaries: Community Bank, N.A. (the Bank), Benefit Plans Administrative Services, Inc. (BPAS), CFSI Closeout Corp. (CFSICC), First of Jermyn Realty Company, Inc. (FJRC) and Town & Country Agency LLC (T&C). The Bank operates as a community bank providing a range of banking and financial services to retail, commercial, and municipal customers. As of December 31, 2012, the Bank operates 179 full-service branches throughout 35 counties of Upstate New York, where it operates as Community Bank, N.A. and five counties of Northeastern Pennsylvania, where it is known as First Liberty Bank & Trust, offering a range of commercial and retail banking services. BPAS provides administration, consulting and actuarial services to sponsors of employee benefit plans. In December 2013, the Company announced that it has acquired eight branch-banking locations across its Northeast Pennsylvania markets from Bank of America, N.A.Five of the branches are located in Luzerne County, one is located in Lackawanna County and two are located in Carbon County.
On July 20, 2012, the Bank completed its acquisition of 16 retail branches in Central, Northern and Western New York from HSBC Bank USA, N.A. (HSBC), acquiring approximately $106 million in loans and $697 million of deposits. On September 7, 2012, it completed its acquisition of three branches in Western New York from First Niagara Bank, N.A. (First Niagara), acquiring approximately $54 million of loans and $101 million of deposits.
Lending Activities
As of December 31, 2012, the Bank�� loan portfolio included consumer mortgage loans, business lending, Consumer indirect, Consumer direct and Home equity. Consumer indirect and direct loans consist of personal loans originated both in the branch network and in automobile, marine and recreational vehicle dealerships. Approximately 68% of loans outstanding as of December 31, 2012, were made to consumers ! borrowing on an installment, line of credit or residential mortgage loan basis. The consumer mortgage portion of the Company�� loan portfolio is comprised of fixed (98%) and adjustable rate (2%) residential lending and includes no exposure to subprime, Alt-A or other higher-risk mortgage products. The combined total of general-purpose business lending, including agricultural-related and dealer floor plans, as well as mortgages on commercial property, is characterized as the Company�� business lending activity.
Investment Activities
As of December 31, 2012, the Bank�� investment securities included held-to-maturity, available-for-sale and Other securities. As of December 31, 2012, its held-to-maturity portfolio included U.S. Treasury and agency securities, Obligations of state and political subdivisions, Government agency mortgage-backed securities, Corporate debt securities and Other securities. Its Other Securities included Federal Home Loan Bank common stock, Federal Reserve Bank common stock and Other equity securities.
Sources of Funds
The Bank utilizes a variety of funding sources to support the earning asset base. Overall funding is comprised of three primary sources that possess a variety of maturity, stability, and price characteristics: deposits of individuals, partnerships and corporations (IPC deposits), municipal deposits that are collateralized for amounts not covered by FDIC insurance (public funds) and external borrowings. The various types of deposits offered by the Bank include Noninterest checking deposits, Interest checking deposits, Regular savings deposits, Money market deposits and Time deposits. Borrowing sources for the Company include the Federal Home Loan Bank of New York (FHLBNY) and Federal Reserve Bank of New York, as well as access to the brokered certificate of deposit (CD) and repurchase markets through relationships with primary market security dealers.
Subsidiary Activities
The Compan! y�� sub! sidiary, BPAS owns three subsidiaries, Benefit Plans Administrative Services LLC (BPA), a provider of defined contribution plan administration services; Harbridge Consulting Group LLC (Harbridge), a provider of actuarial and benefit consulting services, and Hand Benefits & Trust Company (HB&T), a provider of Collective Investment Fund administration and institutional trust services. HB&T owns two subsidiaries, Flex Corp. (Flex), a provider of administration, servicing and marketing of various flexible employee benefit programs and Hand Securities, Inc. (HSI), an introducing broker dealer. The Company also wholly owns two unconsolidated subsidiary business trusts formed for the purpose of issuing mandatorily redeemable preferred securities.
The Bank owns subsidiaries, such as CBNA Insurance Agency, Inc. (CBNA Insurance), CBNA Preferred Funding Corporation (PFC), CBNA Treasury Management Corporation (TMC), Community Investment Services, Inc. (CISI), First Liberty Service Corp. (FLSC), Nottingham Advisors, Inc. (Nottingham), Brilie Corporation (Brilie), and Western Catskill Realty, LLC (WCR). CBNA Insurance is a full-service insurance agency offering primarily property and casualty products. PFC primarily acts as an investor in residential real estate loans. TMC provides cash management, investment, and treasury services to the Bank. CISI provides broker-dealer and investment advisory services. FLSC provides banking-related services to the Pennsylvania branches of the Bank. Nottingham provides asset management services to individuals, corporate pension and profit sharing plans, and foundations. Brilie and WCR are inactive companies.
Advisors' Opinion:- [By GURUFOCUS]
Community Bank System Inc. (CBU) operates as the bank holding company for Community Bank, N.A. that provides banking and financial services to retail, commercial, and municipal customers. August 21st the company increased its quarterly dividend 3.7% to $0.28 per share. The dividend is payable October 10, 2013 to shareholders of record as of September 16, 2013. The yield based on the new payout is 3.3%.
Hot Managed Healthcare Companies To Buy For 2014: PowerShares International Dividend Achievers Portfolio (PID)
PowerShares International Dividend Achievers Portfolio (the Fund) seeks to replicate, before fees and expenses, the International Dividend Achievers Index (the Index). The Fund invests in sectors, including financials, utilities, consumer staples, commercial banks, insurance, utilities and information technology. PowerShares Capital Management LLC is the adviser of the Fund.
The Index seeks to identify an international group of American Depository Receipts that have qualified as International Dividend Achievers. The Index is designed to track the performance of dividend paying American Depository Receipts and non-United States common or ordinary stocks trading on the NYSE, NADDAQ or AMEX.
Advisors' Opinion:- [By Carlton Delfeld]
Second, add to the mix, one of my long-time favorite ETFs, the PowerShares International Dividend Achievers (PID).
To get into this exclusive basket, companies have to have a record of increasing dividends for five consecutive years. The United Kingdom and Canada make up 50% of its holdings with the US at only 6%.
- [By Editor , DividendChannel.com]
According to the ETF Finder at ETF Channel, Enbridge stock is an underlying holding representing 1.97% of the Powershares International Dividend Achievers ETF (PID), which holds $20,709,837 worth of ENB shares.
Hot Managed Healthcare Companies To Buy For 2014: Kite Realty Group Trust (KRG)
Kite Realty Group Trust is a publicly owned real estate investment trust. The firm invests in real estate markets of the United States. It engages in ownership, operation, management, leasing, acquisition, construction, expansion, and development and redevelopment of operating retail properties, retail properties under development, operating commercial properties, parking garage, commercial property under development, parcels of land, shopping, dining, and entertainment properties. Kite Realty Group was founded in 1968 and is based in Indianapolis, Indiana.
Advisors' Opinion:- [By Lauren Pollock]
Kite Realty Group Trust ag(KRG)reed to merge with fellow real-estate firm Inland Diversified Real Estate Trust in a stock-for-stock deal that will create a company worth $2.1 billion. Kite Realty shares climbed 5.7% to $6.50 premarket.
Hot Managed Healthcare Companies To Buy For 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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Hot Managed Healthcare Companies To Buy For 2014: Powershares Dynamic Leisure And Entertainment Portfolio (PEJ)
PowerShares Dynamic Leisure and Entertainment Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the Dynamic Leisure and Entertainment Intellidex Index (the Leisure and Entertainment Intellidex). The Leisure and Entertainment Intellidex consists of stocks of 30 United States leisure and entertainment companies. These are companies that are principally engaged in the design, production or distribution of goods or services in the leisure and entertainment industries. These companies may include companies that provide goods or services, including television and radio broadcast or manufacture (including cable television); motion pictures and photography; recordings and musical instruments; publishing, including newspapers and magazines; sporting goods and camping and recreational equipment; toys and games, including video and other electronic games; amusement and theme parks; travel and travel-related services; leisure apparel or footwear, and owners and operators of sports arenas and gaming casinos, hotels and motels. Stocks are selected principally on the basis of their capital appreciation potential as identified by the AMEX (the Intellidex Provider) pursuant to its Intellidex methodology.
The Fund will normally invest at least 80% of its total assets in common stocks of leisure companies and entertainment companies. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Leisure and Entertainment Intellidex. The Leisure and Entertainment Intellidex is adjusted quarterly, and the Fund, using an indexing investment approach, attempts to replicate the performance of the Leisure and Entertainment Intellidex. The Fund generally will invest in all of the stocks comprising the Leisure and Entertainment Intellidex in proportion to their weightings in the Leisure and Entertainment Intellidex. The Fund�� investment advisor is PowerShares Capital Management LLC.
Advisors' Opinion:- [By John Udovich]
Labor Day weekend is coming and if you have travel plans, you might be making a stop at a facility owned by small cap TravelCenters of America LLC (NYSE: TA) which is also worth taking a closer look at from an investment standpoint along with the PowerShares Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ) and iShares Dow Jones Transportation Average ETF (NYSEARCA: IYT).
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