10 Best Financial Stocks To Watch For 2014

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of FLIR Systems (NASDAQ: FLIR  ) have steadily risen throughout the day, and are now sitting on gains of nearly 11% as of this writing, after reporting earnings this morning that primarily showed strength on the top line.

So what: FLIR’s second-quarter revenue came in 15% higher year over year with a final result of $389.3 million, which was a fair bit ahead of the analyst consensus of $364.9 million. However, earnings of $0.35 per share were underwhelming, as Wall Street sought $0.37 per share for the quarter. The company’s full-year guidance, which projects $1.5 billion-$1.6 billion on the top line and $1.56-$1.66 in EPS, doesn’t exactly smash through consensus top- and bottom-line expectations of $1.5 billion and $1.64, respectively.

Now what: Investors may simply be breathing a sigh of relief over FLIR’s ability to withstand the impact of the government sequester that was widely feared to hit many government contractors. The company’s government systems backlog grew 5% year over year, which indicates some remaining strength where many might have not seen it. However, after the recent bounce, FLIR is nearing highs last reached in 2011, and the report was only good enough for S&P to raise its price target to $32 per share — slightly lower than where shares traded as of this writing. A patent infringement suit that was filed today also puts a few clouds on FLIR’s horizon. Step lightly into this stock, if you decide to step in at all.

10 Best Financial Stocks To Watch For 2014: Triple-S Management Corporation (GTS)

Triple-S Management Corporation, through its subsidiaries, offers a portfolio of managed care and related products in the commercial and Medicare markets in Puerto Rico. The company operates in three segments: Managed Care, Life Insurance, and Property and Casualty Insurance. It provides managed care products, including health maintenance organization plans; preferred provider organization plans; Medicare Supplement products; Medicare Advantage products; Medicaid plans; and Medicare Part D, a prescription drug plan; and claims processing and other administrative services. The company offers its managed care products to employers, professional and trade associations, individuals, and government entities. It also provides various life, accident, disability, and health and annuity insurance products to individuals; and property and casualty insurance products, which include commercial multi-peril, commercial property mono-line, auto physical damage, auto liability, and dwelli ng policies to commercial customers. The company markets its products through a network of internal sales force, direct mail, independent brokers and agents, telemarketing staff, and the Internet. Triple-S Management Corporation was incorporated in 1997 and is based in San Juan, Puerto Rico.

Advisors’ Opinion:

  • [By Brian Pacampara]

    What: Shares of Puerto Rican managed-care company Triple-S Management (NYSE: GTS  ) popped 11% today after its quarterly results topped Wall Street expectations.

10 Best Financial Stocks To Watch For 2014: Federal Home Loan Mortgage Corp (FMCC)

Federal Home Loan Mortgage Corporation (Freddie Mac) conducts business in the United States residential mortgage market and the global securities market. The Company operates in three segments: Single-family Guarantee, Investments, and Multifamily. The Single-family Guarantee segment reflects results from the Company’s single-family credit guarantee activities. The Investments segment reflects results from the Company’s investment, funding and hedging activities. The Multifamily segment reflects results from the Company’s investment (both purchases and sales), securitization, and guarantee activities in multifamily mortgage loans and securities. The Company conducts its operations in the United States and its territories.

Single-Family Guarantee Segment

In the Company’s Single-family Guarantee segment, it purchases single-family mortgage loans originated by the Company’s seller/servicers in the primary mortgage market. The Company uses the mo rtgage securitization process to package the purchased mortgage loans into guaranteed mortgage-related securities. The Company guarantees the payment of principal and interest on the mortgage-related security in exchange for management and guarantee fees. The Company’s customers are lenders in the primary mortgage market that originate mortgages for homeowners. These lenders include mortgage banking companies, commercial banks, savings banks, community banks, credit unions, Housing Finance Agency (HFAs), and savings and loan associations. The Company’s customers also service loans in its single-family credit guarantee portfolio.

Mortgage securitization is a process, by which the Company purchase mortgage loans that lenders originate, and pool these loans into mortgage securities that are sold in global capital markets. The United States residential mortgage market consists of a primary mortgage market that links homebuyers and lenders and a secondary mortga ge market that links lenders and investors. The Company part! icipates in the secondary mortgage market by purchasing mortgage loans and mortgage-related securities for investment and by issuing guaranteed mortgage-related securities. In the Single-family Guarantee segment, it purchase and securitize single-family mortgages, which are mortgages that are secured by one- to four-family properties. The types of mortgage-related securities it issue and guarantee include PCs, REMICs and Other Structured Securities and Other Guarantee Transactions. The Company also issue mortgage-related securities to third parties in exchange for non-Freddie Mac mortgage-related securities. The non-Freddie Mac mortgage-related securities are transferred to trusts that were specifically created for the purpose of issuing securities, or certificates, in the Other Guarantee Transactions.

Investments Segment

In the Company’s Investments segment, it invests principally in mortgage-related securities and single-family performing mortga ge loans, which are funded by other debt issuances and hedged using derivatives. In the Company’s Investments segment, it also provides funding and hedging management services to the Single-family Guarantee and Multifamily segments. The Company’s customers for its debt securities predominantly include insurance companies, money managers, central banks, depository institutions, and pension funds. The Company funds its investment activities by issuing short-term and long-term debt. The Company’s PCs are an integral part of its mortgage purchase program. The Company’s Single-family Guarantee segment purchases many of its mortgages by issuing PCs in exchange for those mortgage loans in guarantor swap transactions. The Company also issue PCs backed by mortgage loans that it purchased for cash.

Multifamily Segment

The Company’s multifamily segment issues Other Structured Securities, but does not issue REMIC securities. The Company multifamily s egment also enters into other guarantee commitments for mult! ifamily H! FA bonds and housing revenue bonds held by third parties. The Company acquires a portion of its multifamily mortgage loans from several large seller/servicers.

The Company competes with Federal National Mortgage Association (Fannie Mae), Government National Mortgage Association (Ginnie Mae), Mae Federal Housing Administration/the United States Department of Veteran Affairs (FHA/VA) and Federal Home Loan Bank (FHLB).

Advisors’ Opinion:

  • [By John Kell and Lauren Pollock var popups = dojo.query(“.socialByline .popC”); ]

    Bank of America Corp.(BAC) on Wednesday said it would pay about $9.5 billion to settle all litigation by a top U.S. federal regulator over mortgage securities sold to Fannie Mae(FNMA) (FNMA) and Freddie Mac(FMCC) (FMCC). Shares edged up 13 cents to $17.31 premarket.

  • [By Ben Levisohn]

    The S&P 500 fell 0.5% to 1,867.63, while the Dow Jones Industrial Average dropped 0.4% to 16,351.25. Goldman Sachs fell 2.1% to $169.89 today (weakness in commodities hitting the investment banks?), while United Technologies declined 1.8% to $115.64 and E.I. du Pont de Nemours dropped 2% to $66.01 after it said that bad weather and turmoil in the Ukraine would hit earnings. Fannie Mae (FNMA) fell 31% and Freddie Mac (FMCC) dropped 27% after leaders of the Senate banking committee Senate agreed on a plan to wind them down.

  • [By Alexander MacLennan]

    Mortgage giants
    As the name implies, government sponsored entities (GSEs) have a relationship with the government that is more than the standard private corporation-to-government relationship. But after the financial crisis of 2008 and some changes to the financing terms in 2012, Fannie Mae (NASDAQOTCBB: FNMA  ) and Freddie Mac (NASDAQOTCBB: FMCC  ) are more in government control than almost any other shareholder-owned corporation.

10 Best Financial Stocks To Watch For 2014: Boston Properties Inc. (BXP)

Boston Properties, Inc., a real estate investment trust (REIT), together with its subsidiaries, engages in the ownership and development of office properties. Its properties are located in Boston, Massachusetts; Washington, D.C.; midtown Manhattan, New York; San Francisco, California; and Princeton, New Jersey. As of December 31, 2008, the company owned interests in 147 properties, totaling approximately 49.8 million net rentable square feet and structured parking for vehicles containing approximately 11.2 million square feet. Its properties also included 143 office properties, 1 hotel, and 3 retail properties. In addition, the company owned or controlled an undeveloped land totaling approximately 509.3 acres. Boston Properties, Inc. has elected to be taxed as REIT under the Internal Revenue Code and would not be subject to federal income taxes, if it distributes approximately at least 90% of its taxable income to its shareholders. The company was founded in 1970 and is ba sed in Boston, Massachusetts.

Advisors’ Opinion:

  • [By Dimitra DeFotis]

    Among real estate trusts:

    American Tower  (AMT), the diversified  REIT, is the best performer in the index. It was up 4.6% after saying Friday it will buy the parent of tower operator Global Tower Partners for $4.8 billion. HCP (HCP), a healthcare REIT, was up 3.3%. Prologis (PLD) an industrial REIT, was up 2.8%. Vornado Realty Trust (VNO) was up 2.7%. Boston Properties (BXP), the office REIT, was up 2.3%. Equity Residential (EQR), a residential REIT, was up 2.4%. Ventas (VTR), a healthcare REIT, was up 2%.

     

  • [By Markus Aarnio]

    Owens Realty Mortgage’s competitors include American Assets Trust (AAT), Alexandria Real Estate Equities (ARE) and Boston Properties (BXP). American Assets Trust has seen five insider buy transactions and four insider sell transactions this year. American Assets Trust has a dividend yield of 2.78%. Alexandria Real Estate Equities has seen 14 insider sell transactions this year. Alexandria Real Estate Equities has a dividend yield of 4.10%. Boston Properties has seen one insider buy transaction and four insider sell transactions this year. Boston Properties has a dividend yield of 2.43%.

10 Best Financial Stocks To Watch For 2014: Pendrell Corp (PCO)

Pendrell Corporation (Pendrell), formerly ICO Global Communications (Holdings) Limited, incorporated on March 17, 2000, is a fully-integrated intellectual property (IP) investment and advisory company. The Company develops and implements strategies to create, acquire, commercialize and license IP. The Company provides IP valuation services, analysis and strategic advice through Pendrell’s wholly owned subsidiary, Pendrell Technologies LLC (PTL) and its wholly owned subsidiary, Ovidian Group LLC (Ovidian Group). It also assists its clients with a rangeof IP services, including IP valuation and investment analysis, IP landscape analysis, IP divestitures and IP risk mitigation strategies. On June 17, 2011, the Company acquired Ovidian Group. On October 31, 2011, the Company’s subsidiary, Pendrell Technologies LLC, acquired 90.1% interest in ContentGuard Holdings, Inc. In November 2011, Technicolor SA sold its 25.7% interest in ContentGuard to Pendrell Technologies LLC, a wholly owned subsidiary of Pendrell Corporation. During the year ended December 31, 2011, the Company completed the divestiture of its satellite communications assets. Effective February 25, 2013, the Company acquired 68% interest in Provitro Biosciences LLC.

The Company competes with Acacia Research Corporation, Coller IP Management, Intellectual Ventures, Mosaid, Rovi, RPX, Wi-Lan, Boston Consulting Group, Bain & Company and Red Chalk Group.

Advisors’ Opinion:

  • [By Roberto Pedone]

    Pendrell (PCO) is a fully integrated intellectual property investment and advisory firm. This stock closed up 2.3% to $2.18 in Tuesday’s trading session.

    Tuesday’s Range: $2.08-$2.22

    52-Week Range: $1.04-$2.71

    Tuesday’s Volume: 263,000

    Three-Month Average Volume: 457,962

    From a technical perspective, PCO bounced higher here back above its 50-day moving average of $2.16 with lighter-than-average volume. This move is quickly pushing shares of PCO within range of triggering a near-term breakout trade. That trade will hit if PCO manages to take out some near-term overhead resistance at $2.22 with high volume.

    Traders should now look for long-biased trades in PCO as long as it’s trending above Tuesday’s low of $2.08 or above $2 and then once it sustains a move or close above $2.22 with volume that hits near or above 457,962 shares. If that breakout triggers soon, then PCO will set up to re-test or possibly take out its next major overhead resistance levels at $2.50 to its 52-week high at $2.71.

10 Best Financial Stocks To Watch For 2014: Royal Bank of Scotland Group PLC (RBS)

The Royal Bank of Scotland Group plc (RBS), incorporated on March 25, 1968, is a holding company of a global banking and financial services group. The Company operates in the United Kingdom, the United States and internationally through its two principal subsidiaries: The Royal Bank of Scotland plc (the Royal Bank) and National Westminster Bank Plc (NatWest). Both the Royal Bank and NatWest are clearing banks. In the United States, the Company’s subsidiary Citizens Financial Group, Inc. (Citizens) is a commercial banking organization. The Company’s business segment include UK Retail, UK Corporate, Wealth, Global Transaction Services, Ulster Bank, US Retail & Commercial, Global Banking & Markets (GBM), RBS Insurance, Central items, Non-Core Division and Business Services. In February 2012, Ensign Group, Inc. acquired $21.5 million seven-year term loan from RBS Asset Finance, Inc., an affiliate of the Company. In May 2012, The Paragon Group of Companies PLC announced the acquisition of further unsecured consumer loans, through its Idem Capital Securities subsidiary, from the Company.

In September 2011, the Company sold Hilton Glasgow City hotel to Topland Group. In October 2011, Paragon Group of Companies PLC acquired a portfolio of unsecured consumer loans from Royal Bank of Scotland Group plc. In December 2011, the Company sold its tenanted pub business to Scottish & Newcastle Pub Company (Management) Limited (S&NPC), a subsidiary of Heineken N.V.

As of December 31, 2011, the Royal Bank and NatWest had 627 and 1,493 retail branches, respectively, in the United Kingdom. Ulster Bank has a foot print of 236 branches and a network of business banking offices across Northern Ireland and the Republic of Ireland. US Retail & Commercial had 1,519 retail banking offices (including in-store branches) covering Connecticut, Delaware, Illinois, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont.

UK Retail

The Company offers a range of banking products and related financial services to the personal market. It serves customers through the RBS and NatWest networks of branches and automated teller machines (ATMs) in the United Kingdom, telephony, online and mobile.

UK Corporate

The Company is a provider of banking, finance, and risk management services to the corporate and small and medium enterprises (SME) sector in the United Kingdom. It offers a range of banking products and related financial services through a nationwide network of relationship managers, and also through telephone and Internet channels. The product range includes asset finance through the Lombard brand.

Wealth

The Company provides private banking and investment services in the United Kingdom through Coutts & Co and Adam & Company. It also offers offshore banking through RBS International, NatWest Offshore and Isle of Man Bank, and international private banking through Coutts & Co Ltd.

Global Transaction Services

The Company offers global payments, cash and liquidity management, and trade finance and commercial card products and services. Through the network and partner bank agreements, GTS is able to support and connect customers across 128 countries.

Ulster Bank

Ulster Bank is retail and business bank in Northern Ireland. It provides a range of financial services. As of December 31, 2011, the Retail Markets division, which had a network of 236 branches, operated in the personal and financial planning sectors. The Corporate Markets division provides services to SME business customers, corporates and institutional markets.

US Retail and Commercial

The Company provides financial services through the Citizens and Charter One brands. US Retail & Commercial is engaged in retail and corporate banking activities through its branch network in 12 states in the United States and through non-branch offices in othe! r states.!

Global Banking and Markets

The Company is a banking partner to corporations and financial institutions globally, providing a range of debt and equity financing, risk management and investment services to its customers. The division is organized along six principal business lines: money markets, rates flow trading, currencies, equities, credit and mortgage markets, and portfolio management and origination.

RBS Insurance

The Company provides a range of general insurance products to consumers through a range of brands, including Direct Line, Churchill and Privilege. It also provides insurance services for third party brands through its UKI Partnerships business. In the commercial sector, its NIG and Direct Line for Business operations provide insurance products for businesses through brokers or direct respectively. Through its international division, RBS Insurance sells general insurance, mainly motor, in Germany and Italy. In addition to insurance services, RBS Insurance continues to provide support and reassurance to millions of the United Kingdom motorists through its Green Flag breakdown recovery service and Tracker stolen vehicle recovery and telematics business. On 15 February 2012, a new corporate brand, Direct Line Group, was announced.

Central Functions

Central Functions consist of corporate functions, such as treasury, funding and finance, risk management, legal, communications and human resources. The Centre manages the Company’s capital resources and regulatory projects and provides services to the operating divisions.

Non-Core Division

Non-Core Division manages separately assets, which the Company intends to run off or dispose of. The division contains a range of businesses and asset portfolios from the GBM division, higher risk profile asset portfolios, including excess risk concentrations, and other illiquid portfolios. It als o includes a range of other portfolios and businesses, inclu! ding regi! onal markets businesses.

Business Services

Business Services supports the customer-facing businesses and provides operational technology, customer support in telephony, account management, lending and money transmission, global purchasing, property and other services. It also leverages its purchasing power and is the Company’s center for managing large-scale and complex change.

Advisors’ Opinion:

  • [By Jon C. Ogg]

    Citi and four other banks – Zions Bancorp (NASDAQ: ZION), Banco Santander (NYSE: SAN), HSBC Holdings PLC (NYSE: HSBC) for its North American operations, Royal Bank of Scotland PLC (NYSE: RBS) – will have to resubmit their plans with the Fed, and then they must get approval in writing from the Fed to increase buybacks and dividends. The foreign banks that failed will be restricted from paying higher dividends back to their parent companies.

  • [By Reuters]

    Kris Connor/Getty ImagesU.S. Attorney General Eric Holder. The U.S. Justice Department is preparing to file civil fraud charges against Citigroup and Bank of America’s Merrill Lynch unit over their sale of flawed mortgage securities ahead of the financial crisis, according to people familiar with the probes. Civil investigators have compiled evidence that allegedly shows that investors lost tens of billions of dollars after purchasing securities Citigroup (C) had marketed as safe even though the bank had reason to believe otherwise, one person said. An investigation into the mortgage securities marketed by Merrill Lynch, which Bank of America (BAC) agreed to acquire at the height of the crisis in 2008, is also close to completion, two other people said. Probes against Royal Bank of Scotland (RBS) and Credit Suisse (CS) are also underway and progressing, according to another two people familiar with those cases. Representatives for all four banks declined to comment. The U.S. banking industry, which faces a range of mortgage-related lawsuits, has contended that many of the alleged investor losses can be attributed to the financial crisis, and that they shouldn’t be held liable for marketing a variety of mortgage securities that ultimately soured. The Justice Department hasn’t determined the exact timing of upcoming lawsuits, the sources said, although U.S. Attorney General Eric Holder told Reuters earlier this month that the department planned to bring more mortgage-related cases in early 2014, while declining to name which companies were targeted. The probes could also lead to settlements instead of lawsuits. The cases stem from a government task force the Obama administration created in early 2012 to probe the sale of shoddy home loans repackaged for investors. Last month, JPMorgan Chase (JPM) entered a $13 billion settlement with the Justice Department and other agencies, to resolve charges that the bank overstated the quality of mortgages it was

  • [By Dan Caplinger]

    Even more interesting is the prospect that Toronto-Dominion might seek to buy Citizens Bank, which is owned by Royal Bank of Scotland (NYSE: RBS  ) . Rumors of a potential $13 billion deal for Citizens surfaced back in October, but thus far, nothing has happened to substantiate those rumors. With RBS facing scrutiny from the U.K. government to reorganize, it might be looking to divest its U.S. operations, and the move could greatly enhance TD’s presence in the States. But TD’s top executive said earlier this year that a potential acquisition of Citizens wouldn’t necessary match well with the bank’s usual guidelines for buyouts.

  • [By Andrew Marder]

    The banks facing the first wave of investigation are Barclays (NYSE: BCS  ) , Royal Bank of Scotland (NYSE: RBS  ) , HSBC (NYSE: HBC  ) , and Lloyds Banking Group (NYSE: LYG  ) . These companies are going to pay out something, as they’ve already admitted that rules were broken. The question remains — how much will it cost?

10 Best Financial Stocks To Watch For 2014: First Citizens BancShares Inc.(FCNCA)

First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides various banking products and services to retail and commercial customers in the United States. It offers transaction and savings deposit accounts, commercial and consumer loans, deposit and treasury services and products, cardholder and merchant services, wealth management services, and other commercial banking services. The company also operates as a broker-dealer in securities that provides investment services, including the sale of annuities and third party mutual funds, as well as title insurance agency services. In addition, it owns and leases real estate properties. The company provides its services through branch, telephone and online banking, and automated teller machine network. It operates branches in 17 states and the District of Columbia. The company was founded in 1893 and headquartered in Raleigh, North Carolina.

Advisors’ Opinion:

  • [By Tim Melvin]

    First Citizens Bank and Trust (FCNCA) is another bank that has seen its returns slipping in the past year. The return on assets and return on equity have both dropping for three consecutive quarters. The tangible equity-to-assets ratio is improving, and now stands at 9.46 but is still below the national averages.

10 Best Financial Stocks To Watch For 2014: Mizuho Financial Group Inc. (MFG)

Mizuho Financial Group, Inc., through its subsidiaries, provides various banking and financial services in Japan and internationally. The company offers retail banking services, including housing and personal loans, credit cards, deposits, investment products, and consulting services; and corporate banking services comprising loans, syndicated loan arrangements, structured finance, advisory services, and capital markets financing services. It also provides derivatives and other risk hedging products; and securities services to individuals and corporate customers, as well as engages in the proprietary trading, such as foreign exchange and bond trading, and asset and liability management. In addition, the company offers wholesale securities and investment banking services, such as underwriting and trading of bonds and equities, advisory services, and structured finance. Further, it provides products and services related to trust, real estate, securitization and structured fi nance, pension and asset management, stock transfers, private banking, and trust and custody. Additionally, it offers non-banking services, including research and consulting services; information technology-related services; and advisory services to financial institutions. The company serves large corporations, financial institutions, public sector entities, foreign corporations, foreign governmental entities, individuals, small and medium sized enterprises, middle-market corporations, local governmental entities, and other public sector entities. It serves individual customers through its branch and automated teller machine network, as well as through telephone and Internet banking. As of March 31, 2010, the company had 431 branches in Japan. The company was founded in 2003 and is headquartered in Tokyo, Japan.

Advisors’ Opinion:

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Japanese stocks slipped early Monday, with the Nikkei Stock Average (JP:NIK) down 0.1% at 14,298.17, and the Topix dropping 0.4%. Singapore-traded lead futures for the Nikkei Average had suggested a 0.8% gain for the index, but the indicator fell after the Cabinet Office reported fourth-quarter economic growth of 0.3%, flat from the previous quarter and below expectations in separate Reuters and Wall Street Journal/Nikkei surveys. The disappointing economic data also pushed the yen higher, weighing on some exporters, with Panasonic Corp. (JP:6752) (PCRFF) down 1.8%, NEC Corp. (JP:6701) (NIPNF) off 1.3%, and Sony Corp. (JP:6758) (SNE) down 0.7% after S&P downgraded the firm’s credit rating to BBB- from BBB with a negative outlook. Shares of Internet retailer Rakuten Inc. (JP:4755) (RKUNF) dropped 12% after announcing plans to buy online messaging and telecom firm Viber Media Inc. for $900 million as well as posting below-consensus full-year profit. Banks were broadly lower, with Mizuho Financial Group Inc. (JP:8411) (MFG) off 1% and Sumitomo Mitsui Financial Group Inc. (JP:8316) (SMFG) off 1.1%, though Daiwa Securities Group Inc. (JP:8601)

  • [By Daniel Inman]

    Also in Japan, Mizuho Financial Group (JP:8411)   (MFG)  rose 0.5%, underperforming the broader market, after weekend media reports said that its Mizuho Bank unit will reprimand 54 current and former staff for failing to take responsibility for loans to borrowers associated with organized crime.

10 Best Financial Stocks To Watch For 2014: PIMCO Intermediate Municipal Bond Strategy Fund (MUNI)

PIMCO Intermediate Municipal Bond Strategy Fund, formerly, PIMCO Intermediate Municipal Bond ETF (the Fund), seeks to achieve its investment objective by investing at least 80% of its assets in a diversified portfolio of debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax (Municipal Bonds). Municipal Bonds are issued by or on behalf of states and local governments and their agencies, authorities and other instrumentalities The Fund may only invest in the United States dollar-denominated investment grade debt securities, rated Baa or higher by Moody’s, or equivalently rated by S&P or Fitch. It may invest 25% or more of its total assets in Municipal Bonds that finance similar projects, such as those relating to education, health care, housing, transportation and utilities. The Fund’s investment advisor is Pacific Investment Management Company LLC (PIMCO). Advisors’ Opinion:

  • [By Mary Anne & Pamela Aden]

    The ones we like best and recommend buying are the iShares 20+ year Treasury Bond (TLT), the iShares 10-20 year Treasury Bond (TLH), Proshares Ultra 20+ year Treasury (UBT) and Pimco Intermediate Muni Bond strategy ETF (MUNI).

10 Best Financial Stocks To Watch For 2014: POWERSHARES DYNAMIC BLDG & CONSTR PORT (PKB)

PowerShares Dynamic Building & Construction Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the Dynamic Building & Construction Intellidex Index (the Building & Construction Intellidex). The Building & Construction Intellidex consists of stocks of 30 United States building and construction companies. These are companies that are primarily engaged in providing construction and related engineering services for building and remodeling residential properties, commercial or industrial buildings, or working on large-scale infrastructure projects, such as highways, tunnels, bridges, dams, power lines and airports. These companies may also include manufacturers of building materials for home improvement and general construction projects, and specialized machinery used for building and construction; companies that provide installation/maintenance/repair work, and land developers. Stocks are selected principall y on the basis of their capital appreciation potential as identified by the AMEX (the Intellidex Provider) pursuant to an Intellidex methodology. The Fund’s investment advisor is PowerShares Capital Management LLC.

The Fund, using an indexing investment approach, attempts to replicate the performance of the Building & Construction Intellidex. The Fund generally will invest in all of the stocks comprising the Building & Construction Intellidex in proportion to their weightings in the Building & Construction Intellidex. The Fund will normally invest at least 80% of its total assets in common stocks of building and construction companies. It will normally invest at least 90% of its total assets in common stocks that comprise the Building & Construction Intellidex.

Advisors’ Opinion:

  • [By John Udovich]

    Small cap building materials stock NCI Building Systems Inc (NYSE: NCS) fell yesterday after announcing a share offering plus its investors have (so-far) missed out on any “recovery” in construction – meaning it might be time to take a closer look at the stock along with potential performance benchmarks like the PowerShares Dynamic Building & Construction ETF (NYSEARCA: PKB) and the First Trust ISE Global Engineering and Construction Index Fund ETF (NYSEARCA: FLM) – both of which have had decent returns in recent years.

10 Best Financial Stocks To Watch For 2014: KS Bancorp Inc (KSBI)

KS Bancorp, Inc. serves as the holding company for KS Bank, Inc. (the Bank). The Bank is a community financial institution, which is locally owned and operated. The Bank offers a range of traditional deposit and loan products for consumers and businesses. The Bank offers a range of loans that include Personal Loans, Fixed Rate and Adjustable Rate Home Mortgage Loans, Consumer Loans, Reverse Mortgages, Home Construction Loans, Auto Loans, Boat Loans and Education Loans.

The Bank focuses on attracting retail deposits and using such deposits to make mortgage loans, construction loans, business loans, consumer loans and equity line loans. KS Bank conducts its operations through eight full service retail offices located in Johnston, Wake, Wilson, and Wayne counties in North Carolina.

Advisors’ Opinion:

  • [By CRWE]

    Last Friday, KSBI previously surged (+6.67%) up +0.50 at $8.00 with 235 shares in play at the close (ref. google finance July 26, 2013 – Close).

    KS Bancorp, Inc. previously reported unaudited net income available to common shareholders of $200,000, or $.15 per diluted share, for the three months ended June 30, 2013, compared to a net income available to common shareholders of $86,000, or $.07 per diluted share, for the three months ended June 30, 2012. For the six months ended June 30, 2013, the Company reported net income available to common shareholders of $325,000, or $.25 per diluted share, compared to $314,000, or $.24 per diluted share, for the six months ended June 30, 2012

  • [By CRWE]

    Today, KSBI remains (0.00%) +0.000 at $7.50 thus far (ref. google finance 9:49AM EDT July 23, 2013).

    KS Bancorp, Inc. previously reported unaudited net income available to common shareholders of $200,000, or $.15 per diluted share, for the three months ended June 30, 2013, compared to a net income available to common shareholders of $86,000, or $.07 per diluted share, for the three months ended June 30, 2012. For the six months ended June 30, 2013, the Company reported net income available to common shareholders of $325,000, or $.25 per diluted share, compared to $314,000, or $.24 per diluted share, for the six months ended June 30, 2012