Tuesday, October 21, 2014

5 Best Canadian Stocks To Own Right Now

Reuters has come out with a story, which, if true, would seem improbably. Apparently Cisco (NASDAQ: CSCO), Google (NASDAQ: GOOG), and Europe’s SAP have considered buying Blackberry (NASDAQ: BBRY). Alternatively, Blackberry could be smashed into pieces and sold off for junk.

Blackerry’s stock has not been able to hold the mark of $9, a bid made by Canadian finance firm Fairfax. There are two concerns about whether the bid can be completed. The first is that Fairfax will not be able to close a deal because if cannot raise the money. The other is that due diligence will prove that Blackberry’s future is more terrible that has already been imagined.

As a side show, several private equity firms which include Cerberus (the former owner of Chrysler) have asked for data from Blackberry.

It is nearly impossible to make the case that a company which is imploding as rapidly as Blackberry could have any value, even those its enterprise unit remains viable.

Best Gas Companies To Watch For 2015: ConocoPhillips(COP)

ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Geoff Gannon] nvestments he made in oil and aluminum early in his career would have been better used to simply invest more in his favorite media/advertising investments. He did not do well in USG. He did do well in Burlington Northern. But he has a very mixed macro record. When his investments hinge on housing, credit, oil, etc., he has hit some home-runs and had strikeouts. This is different from his record in consumer stocks.

    What's interesting is that this difference is not due to the sector the stock is in. American Express and Wells Fargo are both financial stocks. But they have consumer-based competitive advantages.

    Where he has run into problems is trying to gauge normal earnings. He has bought into some companies

  • [By Arjun Sreekumar]

    At a recent analyst meeting at the New York Stock Exchange, ConocoPhillips (NYSE: COP  ) , the world's largest independent exploration and production company based on output and proved reserves, explained how it plans to continue delivering strong returns for its shareholders over the next few years.

  • [By Ben Levisohn]

    Shares of Anadarko have dropped 2.8% to $93.22 at 11:30 a.m. today, a bigger loss than those experienced by others in the sector.�Chevron�(CVX) has fallen 0.2% to $117.90, for instance,�Devon Energy�(DVN) has declined 0.7% to $63.98 and�ConocoPhillips (COP) has 0.8% to $72.76.

  • [By Arjun Sreekumar]

    Chevron, like most of the large integrated oil companies, has struggled to boost production. However, in the first quarter this year, the company managed to grow total oil and gas production by a relatively impressive 0.8%.�Compare that to ExxonMobil (NYSE: XOM  ) , which reported a 3.5%�year-over-year decline in production, and ConocoPhillips (NYSE: COP  ) , which said production fell 3%�from a year earlier.

5 Best Canadian Stocks To Own Right Now: Canadian Imperial Bank of Commerce(CM)

Canadian Imperial Bank of Commerce provides various financial products, services, and advice to individual, small business, commercial, corporate, and institutional clients in Canada and internationally. The company offers retail markets services comprising personal banking, business banking, and wealth management services, as well as investment management services to retail and institutional clients. It also provides wholesale banking services, including credit, capital markets, investment banking, merchant banking, and research products and services to government, institutional, corporate, and retail clients. The company provides its services through its branch network, automated bank machines, mobile banking, and online banking site. As of June 3, 2011, it operated approximately 1,100 branches and 4,000 automated bank machines in Canada. The company was founded in 1867 and is headquartered in Toronto, Canada.

Advisors' Opinion:
  • [By Tony Daltorio]

    One of his companies, Cheung Kong Holdings Limited (CHEUY), recently formed a 50/50 joint venture with Canadian Imperial Bank of Commerce (NYSE: CM) called CEF Holdings. They want to invest into beaten-down mining stocks and particularly gold equities.

  • [By John Buckingham]

    Canadian Imperial Bank (CM)

    Canadian Imperial Bank, often referred to as CIBC, is the fifth-largest Canadian bank by market capitalization. We like that the firm reported relatively strong Q4 earnings, showing net income growth across all divisions.

  • [By Katia Dmitrieva]

    Canadian Imperial (CM) said it�� being shut out in the new agreement. The deal ��ppears to have been intentionally structured in a way that attempts to nullify CIBC�� right of first refusal and any ability to match,��the bank said yesterday in a statement. ��iven the structuring of the document and our contractual rights, we are exploring our options.��

  • [By John Reese, Founder and CEO, Validea.com And Validea Capital Management]

    As you might imagine, the portfolio will tread into areas of the market others ignore, because of its contrarian bent. Right now, its holdings include some very unloved firms, including several financials, emerging market stocks, and much-maligned BP. Here's a look at five of the stock in our Dreman portfolio:

    Canadian Imperial Bank of Commerce (CM)

    BP Plc (BP)

    Telecom Argentina SA (TEO)

    China Mobile Limited (CHL)

    Vale SA (VALE)

    Subscribe to Validea here��/P>

5 Best Canadian Stocks To Own Right Now: EMC Corporation(EMC)

EMC Corporation develops, delivers, and supports the information and virtual infrastructure technologies and solutions. The company offers enterprise storage systems and software, which are deployed in storage area networks (SAN), networked attached storage (NAS), unified storage combining NAS and SAN, object storage, and/or direct attached storage environments, as well as provides backup and recovery, and disaster recovery and archiving solutions. It also offers information security solutions in various areas, such as enterprise governance, risk and compliance, data loss prevention, security information management, continuous network monitoring, fraud protection, identity assurance and access control, and encryption and key management. In addition, the company provides information intelligence software, solutions, and services, including EMC Captiva for intelligent enterprise capture; EMC Document Sciences for customer communications management; EMC Kazeon for e-discovery ; EMC Documentum xCP for building business solutions and an action engine for big data; and the EMC Documentum platform for managing and delivering enterprise information. Further, it offers virtual and cloud infrastructure products, such as virtualization and virtualization-based cloud infrastructure solutions that address a range of IT problems, as well as facilitate access to cloud computing capacity, business continuity, software lifecycle management, and corporate end-user computing device management In addition, the company provides consulting, technology deployment, managed, customer support, and training and certification services. EMC Corporation markets its products through direct sales and through multiple distribution channels in North America, Latin America, Europe, the Middle East, South Africa, and the Asia Pacific region. The company was founded in 1979 and is headquartered in Hopkinton, Massachusetts.

Advisors' Opinion:
  • [By Russ Krull]

    EMC (NYSE: EMC  ) led the borrowing with a three-part, $5.5 billion issue. The money is going back to shareholders through a $5 billion expansion of EMC's share repurchase program and a new dividend. As of Friday's close, the dividend yield will be 1.6%, and that $5 billion buyback authorization could take down nearly 10% of the company's outstanding shares.

  • [By Anders Bylund]

    Verizon is not bad choice for this consulting deal, given the company's wealth of experience in computer networking. The company just hired data security expert Eddie Schwartz from storage giant EMC (NYSE: EMC  ) , and his expertise might come in handy for the HealthCare.gov project as well.

  • [By ICRAOnline]

    NetApp is one of the key players in the network storage operating software space. IT research firm Gartner believes that growing demand for NetApp�� Clustered Data ONTAP operating system is helping the company to achieve above-industry growth, outshining storage giants EMC Corp (EMC), IBM (IBM) and Hewlett-Packard (HPQ).

5 Best Canadian Stocks To Own Right Now: Yamana Gold Inc.(AUY)

Yamana Gold Inc. engages in gold and other precious metals mining, and related activities, including exploration, extraction, processing, and reclamation. It also explores for copper, molybdenum, zinc, and silver metals. The company's portfolio includes 7 operating gold mines namely Chapada; El Pen Advisors' Opinion:

  • [By Seth Jayson]

    Yamana Gold (NYSE: AUY  ) is expected to report Q1 earnings on April 30. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Yamana Gold's revenues will wither -0.2% and EPS will drop -24.0%.

  • [By Sally Jones]

    Yamana Gold Inc. (AUY) - Yield 2.30%

    Yamana Gold Inc. is down 45% over 12 months. The current share price is around $10.35, down 11% since Seth Klarman made a new buy as of June 30, 2013.

  • [By Jim Jubak]

    As of 3:00 PM New York time yesterday, shares of Newmont Mining were down 3.65%; Goldcorp (GG) was lower by 2.85%; Yamana Gold (AUY) was off 2.84%; Barrick Gold (ABX) had dropped 3.17%, and Randgold (GOLD) had declined 1.37%. Goldcorp and Yamana Gold are members of my Jubak's Picks portfolio.

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