First comes Bristow Group Inc. (BRS), which provides helicopter services to offshore energy rigs, and is a holding in our traditional mid-cap, small-to-mid cap, and small-cap portfolios. Although energy exploration and production can clearly fluctuate, Bristow offsets those shifts through long-term contracts lasting roughly three to five years. Furthermore, Bristow receives ��onthly standing charges���meaning it gets paid whether its helicopters fly or not��mounting to 70% of its operating income.
From John Rogers' November 2013 commentary.
Also check out: John Rogers Undervalued Stocks John Rogers Top Growth Companies John Rogers High Yield stocks, and Stocks that John Rogers keeps buying
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Top 10 Japanese Stocks To Own For 2015: MGE Energy Inc (MGEE)
MGE Energy, Inc. (MGE Energy), incorporated on December 31, 2001, is a holding company and conducts all of its business operations through its subsidiaries. Madison Gas and Electric Company (MGE) is a wholly owned subsidiary of MGE Energy. The Company operates in five segments: Regulated electric utility operations, which is engaged in generating, purchasing, and distributing electricity through MGE; Regulated gas utility operations, which is engaged in purchasing and distributing natural gas through MGE; Nonregulated energy operations, which is engaged in constructing, owning, and leasing electric generating capacity that assists MGE through MGE Energy's wholly owned subsidiaries MGE Power Elm Road and MGE Power West Campus; Transmission investments, which is representing its investment in American Transmission Company LLC, and All other, which is investing in companies and property that relate to the regulated operations and financing the regulated operations, through its wholly owned subsidiaries MAGAEL and CWDC, and Corporate functions.
Electric Utility Operations
MGE distributes electricity in a service area covering a 316 square-mile area of Dane County, Wisconsin. The service area includes the city of Madison, Wisconsin. It owns or leases ownership interests in electric generation facilities located in Wisconsin and Iowa. As of December 31, 2012, MGE supplied electric service to approximately 140,000 customers, with approximately 90% located in the cities of Fitchburg, Madison, Middleton, and Monona and 10% in adjacent areas. Electric operations accounted for approximately 73.7% as of December 31, 2012. MGE is registered with two Regional Entities, The Midwest Reliability Organization and Reliability First Corporation. MGE and two other utilities jointly own Columbia, a coal-fired generating facility.
MGE owns gas fired combustion turbines. These turbines are primarily located in Madison and Marinette, Wisconsin, and have a total of 155 megawatts of net su! mmer rated capacity. MGE also owns the Blount Generating Facility located in Madison, Wisconsin, which is fueled by gas and other alternative renewable sources. MGE owns 30 megawatts, consisting of 18 turbines, in a wind-powered electric generating facility in Worth County, Iowa. MGE also owns 11 megawatts, consisting of 17 turbines, in a wind-powered electric generating facility in Kewaunee County, Wisconsin.
Gas Utility Operations
MGE transports and distributes natural gas in a service area covering 1,631 square miles in seven south-central Wisconsin counties. The service area includes the city of Madison, Wisconsin and surrounding areas. As of December 31, 2012, MGE supplied natural gas service to approximately 145,000 customers in the cities of Elroy, Fitchburg, Lodi, Madison, Middleton, Monona, Prairie du Chien, Verona, and Viroqua; 24 villages, and all or parts of 45 townships.
Nonregulated Energy Operations
MGE Energy, through its subsidiaries, has developed generation sources that assist MGE in meeting the electricity needs of its customers. MGE Power Elm Road and two other owners own undivided interests in the coal-fired Elm Road Units in Oak Creek, Wisconsin. Unit I and Unit II have the capacity to produce 615 megawatts of electricity. Wisconsin Energy Corporation owns approximately 83% of the Elm Road Units and is the operator for those units. MGE Power Elm Road owns an 8.33% ownership interest in both units.
MGE Power West Campus and the University of Wisconsin at Madison (UW) jointly own undivided interests in a natural gas-fired cogeneration facility on the UW campus. The facility has the capacity to produce 20,000 tons of chilled water, 500,000 pounds per hour of steam, and approximately 150 megawatts of electricity. The UW owns 45% of the facility, which represents its interest in the chilled-water and steam assets. MGE leases the electric generating assets owned by MGE Power West Campus and is responsible for operating the! entire f! acility.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on MGE Energy (Nasdaq: MGEE ) , whose recent revenue and earnings are plotted below. - [By Dividends4Life]
Starting in 2013 the federal tax rates on qualified dividends are 0%, 15% and 20%. The 20% rate is for taxpayers in the 39.6% tax bracket. For those in the 10% and 15% brackets, there is no tax on qualified dividends. In contrast, ordinary income is taxed at rates up to up to 39.6%. Below are several stocks that have consistently paid dividends through depressions, recessions, world wars, and other political and economic upheavals:WGL Holdings Inc. (WGL) provides natural gas service in the Washington, DC, metropolitan area and surrounding regions, including Maryland and Virginia. Yield: 4.1% | Paid Dividends Since: 1852Exxon Mobil Corp. (XOM), formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company. Yield: 2.7% | Paid Dividends Since: 1882Consolidated Edison, Inc. (ED) is an electric and gas utility holding company serves parts of New York, New Jersey and Pennsylvania. Yield: 4.4% | Paid Dividends Since: 1885The Procter & Gamble Company (PG) is a leading consumer products company that markets household and personal care products in more than 180 countries. Yield: 3.2% | Paid Dividends Since: 1891The Coca-Cola Company (KO) is the world's largest soft drink company, KO also has a sizable fruit juice business. Yield: 2.9% | Paid Dividends Since: 1893General Mills, Inc. (GIS) is a major producer of packaged consumer food products, include cereal, yogurt and Betty Crocker desserts/baking mixes. Yield: 3.0% | Paid Dividends Since: 1898Avista Corp. (AVA) generates, transmits and distributes energy as well as engages in energy-related businesses in the United States and Canada. Yield: 3.0% | Paid Dividends Since: 1899MGE Energy Inc. (MGEE) is a public utility holding company that supplies electric service to apx. 140,000 customers; and natural gas service to apx. 145,000 customers in Wisconsin (as of December 2012). Yield: 2.8% | Paid Dividends Since: 1909Xcel Energy Inc. (XEL) offers energy-related prod
- [By GURUFOCUS]
MGE Energy Inc. (MGEE) operates as a public utility holding company in Wisconsin. Aug. 16, the company increased its quarterly dividend 3.2% to $0.4076 per share on the company's common stock. The dividend is payable Sept. 15, 2013 to shareholders of record Sept. 1, 2013. The yield based on the new payout is 3.0%.
5 Best Mid Cap Stocks To Own Right Now: NV Energy Inc(NVE)
NV Energy, Inc., through its subsidiaries, generates, transmits, and distributes electric energy in Nevada. The company generates electricity from its gas, oil, and coal generating units. As of December 31, 2010, the company served approximately 830,000 electric customers primarily in Las Vegas, north Las Vegas, and Henderson and adjoining areas, including Nellis Air Force Base and the Department of Energy?s Nevada Test Site in Nye County. It also provides electricity in western, central, and northeastern Nevada comprising the cities of Reno, Sparks, Carson City, and Elko. In addition, the company distributes gas to approximately 151,000 customers in an area of approximately 800 square miles in Nevada?s Reno/Sparks area. It offers its services to residential and commercial customers, as well as to industries, including gaming/recreation, mining, warehousing/manufacturing, and other governmental entities. The company, formerly known as Sierra Pacific Resources, was founde d in 1906 and is headquartered in Las Vegas, Nevada.
Advisors' Opinion:- [By Chuck Saletta]
Speaking of dividends
Of the previously existing holdings in the portfolio, two paid their dividends last week: fast-food giant McDonald's (NYSE: MCD ) and electricity generator NV Energy (NYSE: NVE ) . McDonald's $0.77 per share added $12.32 to the iPIG portfolio's coffers and was the company's third consecutive quarterly dividend at that rate. NV Energy's $0.19 per share handed $15.96 to the iPIG portfolio and was the second quarterly payout at that level. - [By David Dittman]
The acquisition by Warren Buffett’s MidAmerican Energy Holdings Co of NV Energy Inc (NYSE: NVE) was a function of the latter, as the Nevada economy, battered worse than most by the Great Recession, looks like a compelling long-term value play.
- [By Associated Press]
The Fort Churchill Solar Array, to be built in Yerington, was included in a filing Monday by NV Energy (NYSE: NVE ) with the Public Utilities Commission.
- [By Chuck Saletta]
A similar story can be told for fellow iPIG pick NV Energy (NYSE: NVE ) , and its 12% dividend hike shortly after making the cut as a selection. In spite of the regulatory risks facing the company and its electricity-generating business -- including the recent decision to shutter its coal-fired capacity for environmental reasons -- it also had an established pattern of increasing dividends. Again, there was a certain amount of luck involved in picking up that hike -- but it was luck based on an established track record.
5 Best Mid Cap Stocks To Own Right Now: API Technologies Corp (ATNY)
API Technologies Corp. (API), incorporated on February 2, 1999, designs, develops and manufactures systems, subsystems, radio frequency (RF) and secure communications products, as well as provides electronics manufacturing and engineering services. Its product lines include engineered products (including unmanned aerial vehicles (UAVs), aiming systems and synthesizers), secure communications products (including TEMPEST and emanation security, encryption and secure networking products), subsystems and components (including custom hybrids, terminals, transistors and magnetics), RF and microwave products (including custom filters, amplifiers, connectors and antennas), sensors, and power systems. It operates in two segments: Systems & Subsystems, and Secure Systems & Information Assurance. In June 2013, API sold its Data Bus product line to Data Device Corporation.
The Company offers engineering services (including engineering and design for payloads, ground control systems and commercial product design) and electronics manufacturing services (EMS), such as new product introductions (NPI) and prototypes, turnkey manufacturing and printed circuit board (PCB) assembly. It operates in North America, the United Kingdom, Mexico and China.
Systems & Subsystems
The Systems & Subsystems segment includes the products and services of its operating subsidiaries Spectrum, API Defense Inc., API Defense USA Inc., API Systems Inc., SenDEC, National Hybrid Group, API Electronics, Inc., TM Systems, Keytronics, Filtran Limited and Microwave Technology, Inc. (CMT). Its products and services include RF /microwave solutions, Engineered Systems and Products, Subsystems and Hybrids, Electronics Manufacturing Services, Power Solutions, Sensors and Measurement and Engineering Services. It specializes in the development of custom Integrated Microwave Assemblies (IMAs). It develops and markets engineered systems and products, used for force protection, communication, surveillance and reconnai! ssance. Featured solutions include Unmanned Aerial Vehicles (UAVs) and systems, Unmanned Ground Vehicle (UGV) systems, aiming systems and synthesizers.
The Company�� Custom designed and off-the-shelf subsystems from API support mission critical applications, such as communication equipment, aircraft subsystems systems, computer peripherals, process control equipment, and instrumentation. Featured products include custom hybrids, terminals, transistors and magnetics solutions. It deliver Electronics Manufacturing Services (EMS), including: New Product Introductions (NPI) and prototypes, turnkey manufacturing, Printed Circuit Board (PCB) assembly, electro-mechanical assembly, systems integration, test engineering, turnkey box build and supply chain services. Its power products offer commercial and defense customer�� superior power and energy efficiency. Products span power systems management, distribution, and panels, and custom-designed power supplies for defense and aerospace applications.
The Company offers a range of precision sensors and control products, including position sensing solutions for precision guided munitions, gyros, accelerometers, and inertial measurement sensors for defense and aerospace applications, and position and temperature sensors for industrial and commercial applications. It offers a range of design and engineering services for both defense and commercial customers. Featured areas of expertise include payloads, ground control systems, RF, microwave and millimeterwave.
Secure Systems & Information Assurance
The Secure Systems & Information Assurance segment includes the products and services of its subsidiaries Cryptek, Emcon Emanation Control Inc., Secure Systems and Technologies and the Ion Networks division. API offers customers various secure network and hardware solutions, including Emanation Security, Tempest and secures network access, ruggedized systems and secure networking products. Its products are marketed u! nder the ! Cryptek, ION, Emcon, SST and Netgard brand names. These product offerings are sold to governments and other international organizations that require the level of security in the areas of identity validation, network access management, TEMPEST network intrusion prevention, and secure and encrypted fax, computers and telephones.
The Company�� products and services include Emanation Security and TEMPEST Products, Secure Networking Products, Encryption and Professional Services. The Company�� emanation security products include computing systems, network and communications systems and office systems. Its security appliances and software intelligently enables secure information sharing and systems management across organizations and technologies. Service providers, IT and communications equipment manufacturers, enterprises and government agencies rely on its secure networking products for secure systems for remote management, database guards for secure information sharing and secure virtual enclaves.
The Company�� encryption products and services enable Federal, State and Local governments, Department of Defense agencies, the Department of Homeland Security and the Armed Services to interoperate securely across organizational boundaries and untrusted systems. Its professional services include information assurance and secure networking architecture and design solutions, emanation security testing and engineering and security certification and validation.
The Company competes with Aeroflex, Incorporated, Anaren Inc., Data Devices Inc., Kratos Defense & Security Solutions, Inc., DRS.Finmeccanica, Ducommun Incorporated, Cobham plc, Comtech EF Data Corp. and M/A-COM Technology Solutions Inc.
Advisors' Opinion:- [By Anna Prior]
API Technologies Corp.(ATNY) said it has received a new order to supply high-power amplifier systems as part of a Defense Department maritime requirement. This initial order is part of a multimillion-dollar program with first production delivery set for May 2015, the company said. Shares jumped 6% to $2.81 premarket.
- [By Laura Brodbeck]
Thursday
Earnings Expected From: Lindsay Corporation (NYSE: LNN), Emmis Communications Corporation (NASDAQ: EMMS), API Technologies Corp. (NASDAQ: ATNY) Economic Releases Expected: Australian unemployment rate, Japanese consumer confidence, French industrial output, Italian industrial output, Bank of England interest rate decision, US initial and continuing jobless claimsFriday
5 Best Mid Cap Stocks To Own Right Now: IGI Laboratories Inc. (IG)
IGI Laboratories, Inc. engages in developing, manufacturing, filling, and packaging topical semi-solid and liquid products for cosmetic, cosmeceutical, and pharmaceutical customers in the United States. The company�s products are used for various skin conditions, including the treatment of symptoms of dermatitis, acne, psoriasis, and eczema. It offers contract formulation and contract manufacturing services to a range of topical formulations, including creams, ointments, lotions, gels, and topical liquids. The company is also developing a portfolio of prescription generic formulations in topical dosage forms. IGI Laboratories, Inc., through its license agreement with Novavax, Inc., utilizes the Novasome lipid vesicle encapsulation and certain other technologies for applications in animal pharmaceuticals, biologicals, and other animal health products; foods, food applications, nutrients, and flavorings; cosmetics, consumer products, and dermatological over-the-counter and prescription products; fragrances; and chemicals, including herbicides, insecticides, pesticides, paints and coatings, photographic chemicals, and other specialty chemicals. The company was formerly known as IGI, Inc. and changed its name to IGI Laboratories, Inc. in May 2008. IGI Laboratories, Inc. was founded in 1977 and is based in Buena, New Jersey.
Advisors' Opinion:- [By Holly LaFon]
The Barclays Aggregate Index rose by 0.57% in 3Q13, having stood at a loss of -0.36% the day before the FOMC's declaration to not slow QE. Despite the bounce, the Index remains in negative territory YTD and for the trailing 12-months at -1.77% and -1.68%, respectively. In stark contrast to 2Q13, Investment Grade (IG) corporate spreads tightened 10bps during 3Q13, producing a positive nominal return of 0.82% and an excess return of 0.92%. The respective YTD total returns in IG remain a disappointing -2.62%, but excess returns are still positive at 0.61% YTD. The 1-Yr results for IG Credit now fall to a nominal -1.58%, but 1.79% in excess of Treasuries.
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