It is the golden rule of mutual fund picking: If youre a do-it-yourself investor, avoid load funds, which charge commissions of up to 5.75% every time you buy shares. But were going to break that rule, sort of. Thats because many discount brokers, such as Fidelity and Charles Schwab, let you buy load funds without paying a sales charge.
See Also: 16 Smart Picks for Income Investors
The catch: Some load funds trade load-free only at certain brokerage firms. And some commission-free platforms may offer a few funds within a family, but not all.
To help you, weve selected seven solid load funds that are available through at least two major brokerage firms without a load or a transaction fee. Returns are through December 31.
U.S. stock funds Columbia Disciplined Core A AQEAX
After subpar results between 2007 and 2009, this large-company stock fund got a new manager, and its performance improved markedly. Since Brian Condon came on board in May 2010, the fund has returned an annualized 15%, beating Standard & Poors 500-stock index by an average of 0.7 percentage point per year.
10 Best Healthcare Equipment Stocks To Own Right Now: Peak Resorts, Inc.(SKIS)
Peak Resorts, Inc., incorporated on September 24, 1997, is a holding company. The Company, through its subsidiaries, owns or leases, and operates day ski and overnight drive ski resorts in the United States. As of April 30, 2015, the Company operated 13 ski resorts, including five overnight drive ski resorts and eight day ski resorts located across six states, including Wildwood and Weston, Missouri; Bellefontaine and Cleveland, Ohio; Paoli, Indiana; Blakeslee and Lake Harmony, Pennsylvania; Bartlett, Bennington and Pinkham Notch, New Hampshire, and West Dover, Vermont. The Company also has an 18 hole golf course in West Dover, Vermont. In addition, it manages hotels in Bartlett, New Hampshire and West Dover, Vermont, and operates a restaurant in Lake Harmony, Pennsylvania.
As of April 30, 2015, its resorts covered an area of 1,650 acres. Its activities, services and amenities include skiing, snowboarding, terrain parks, food and beverage, tubing, dining, lodg ing, equipment rentals and sales, ski and snowboard instruction, mountain biking and other summer activities. The Company also offers non-ski activities, such as golf, roller coasters, swimming and zip rides. Its ski resorts include Hidden Valley, Snow Creek, Paoli Peaks, Mad River, Boston Mills, Brandywine, Crotched Mountain, Jack Frost, Big Boulder, Attitash, Mount Snow, Wildcat Mountain and Alpine Valley. Events hosted by the Company include Dew Tour, X-Games, Tough Mudder, SAM Cutters Camp, Transworld Trans-am Snowboard Event, Mountain Dew Vertical Challenge, Special Olympics Games, Military Salutes, and the United States National Mountain Biking Championships.
- [By Monica Gerson]
Peak Resorts Inc (NASDAQ: SKIS) is projected to report its quarterly earnings at $0.40 per share on revenue of $42.59 million.
BMC Stock Holdings Inc (NASDAQ: STCK) is expected to post its quarterly earnings at $0.17 per share on revenue of $449.59 million.
10 Best Healthcare Equipment Stocks To Own Right Now: Dover Corporation(DOV)
Dover Corporation manufactures and sells a range of equipment and components, specialty systems, and support services in the United States and internationally. The company operates in four segments: Energy, Engineered Systems, Fluids, and Refrigeration & Food Equipment. The Energy segment provides solutions and services for the production and processing of oil, natural gas liquids, and gas to drilling and production, bearings and compression, and automation end markets. The Engineered Systems segment offers precision marking and coding, digital textile, soldering and dispensing equipment, and related consumables and services; and automation components, including manual clamps, power clamps, rotary and linear mechanical indexers, conveyors, pick and place units, glove ports, and manipulators, as well as end-of-arm robotic grippers, slides, and end effectors for fast-moving consumer goods, digital textile printing, vehicle servi ce, environmental solutions, and industrials end markets. The Fluids segment focuses on the safe handling of critical fluids across the retail fueling, chemical, hygienic, and industrial markets. It also manufactures connectors for use in various bio-processing applications; and displacement and centrifugal pumps for demanding and specialized fluid transfer process applications. The Refrigeration & Food Equipment segment provides refrigeration systems, refrigeration display cases, specialty glass, commercial glass refrigerator and freezer doors, and brazed heat exchangers; and electrical distribution products and engineering services, commercial food service equipment, cook-chill production systems, custom food storage and preparation products, kitchen ventilation systems, conveyer systems, beverage can-making machinery, and packaging machines used for meat, poultry, and other food products. The company was founded in 1947 and is headquartered in Downers Grove, Illinois.
- [By Ben Levisohn]
While the direct revenue exposure to the UK is relatively small across our coverage (aside fromTyco and Idex), the potential impact from Brexit is much more widespread across the continent and the world. The impact should be most negative for our companies with larger industrial exposure to Europe, just as we have begun to hear incrementally positive commentary regarding Europe.Idex andTyco have some of the highest direct exposures to UK and Europe but Tyco’s business should be relatively more stable and in any case theJohnson Controls (JCI) synergies loom large. Eaton (ETN) and Emerson Electric, though with slightly smaller exposure, are more involved with industrial spending.Danaher andHoneywell have high revenue exposure, but we believe that their more benign end market exposure should mitigate some of the negative consequences they face. We rate Allegion (ALLE), Danaher, Dover (DOV), Fortive (FTV), Honeywell, Ingersoll-Rand (IR), Pentair (PNR) andTy co Outperform; Emerson Electric, Eaton, General Electric (GE),Idex and 3M (MMM) Market-Perform; Rockwell Automation (ROK) Underperform.
- [By Richard Moroney, Editor, Dow Theory Forecasts]
Dover (DOV), a maker of specialized industrial products and manufacturing equipment, is being initiated as a Long-Term Buy. Dover announced a 7% hike to its quarterly dividend in August, marking 58 straight years of increases.
Hot Undervalued Companies To Invest In 2016: comScore Inc.(SCOR)
comScore, Inc. provides a range of digital analytics solutions primarily in the United States, Europe, and Canada. The company offers its customers with information regarding usage of their online properties and those of their competitors, coupled with information on consumer demographic characteristics, attitudes, lifestyles, and offline behavior solutions through its digital media measurement platforms. Its digital media measurement platforms consist of proprietary databases and a computational infrastructure that measures, analyzes, and reports on digital activity. The company also provides audience analytics tools that measure the size, behavior, and characteristics of Internet users on PCs, mobile devices, and tablets, as well as insight into online advertising; and advertising analytics products, such as AdEffx, Media Planner 2.0, and Campaign Essentials, which provide solutions for developing, executing, and evaluating online advertising campaigns, as well as valida ted campaign essentials that provide intelligence regarding validated impressions. In addition, it offers Web analytics products and solutions, as well as Web analytics platform that integrates data from multiple sources, including Web, mobile, video, and social media interactions; and mobile and network analytics products, such as comprehensive market intelligence and network solutions to mobile carriers with information on network optimization and capacity planning, customer experience, and market intelligence. The company serves Internet service providers, investment banks, media and digital agencies, consumer banks, wireless carriers, pharmaceutical makers, credit card issuers, and consumer packaged goods companies. comScore, Inc. was founded in 1999 and is headquartered in Reston, Virginia.
- [By Frank Pallotta]
“As counter-intuitive as it seems, opening a movie over Super Bowl weekend can actually be a smart move for studios,” said Paul Dergarabedian, senior media analyst for comScore (SCOR). “They can take advantage of the fact that audiences may want to strike a balance between staying home all afternoon on Sunday and wanting to get out of the house earlier in the weekend.”
10 Best Healthcare Equipment Stocks To Own Right Now: Wolverine World Wide, Inc.(WWW)
Wolverine World Wide, Inc. designs, manufactures, sources, markets, licenses, and distributes footwear, apparel, and accessories. The company operates through Lifestyle Group, Performance Group, and Heritage Group segments. It offers casual footwear and apparel; performance outdoor and athletic footwear and apparel; childrens footwear; industrial work shoes, boots, and apparel; and uniform shoes and boots. The company sources and markets a range of footwear styles, such as shoes, boots, and sandals under the Bates, Cat, Chaco, Harley-Davidson, Hush Puppies, HyTest, Keds, Merrell, Saucony, Sebago, Soft Style, Sperry, Stride Rite, and Wolverine brand names. It also markets apparel and accessories under the Merrell, Wolverine, Saucony, Sebago, Keds, and Sperry brands, as well as licenses its brands for use on non-footwear products, including the Hush Puppies brand apparel, eyewear, watches, socks, handbags, and plush toys; the Wolverine brand eyewear and gloves; and the Keds, Saucony, Sperry, and Stride Rite brand apparel. In addition, the company markets pigskin leather under the Wolverine Warrior Leather, Weather Tight, and All Season Weather Leathers trademarks for use in the footwear industry. It directly sells its products in the United States, Canada, and countries in Europe to various customers, including department stores, national chains, catalog and specialty retailers, mass merchants and Internet retailers, and to governments and municipalities; and through retail stores, as well as through third-party licensees and distributors. As of January 2, 2016, the company operated 390 retail stores in the United States and Canada, as well as 70 consumer-direct Websites. Wolverine World Wide, Inc. was founded in 1883 and is based in Rockford, Michigan.
- [By Monica Gerson]
Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Monday’s regular session.
Pier 1 Imports Inc (NYSE: PIR) Dec16 5.0 Puts Sweep: 1191 @ ASK $0.80: 1354 traded vs 102 OI: $5.32 Ref Alcoa Inc (NYSE: AA) Jul16 9.5 Puts Sweep: 1494 @ ASK $0.13: 14k traded vs 6682 OI: $10.09 Ref Sarepta Therapeutics Inc (NASDAQ: SRPT) Jul16 10.0 Puts: 3536 @ ASK $0.50: 5506 traded vs 54k OI: Earnings 8/4 $22.50 Ref Tableau Software Inc (NYSE: DATA) Jul16 47.5 Puts Sweep: 837 @ ASK $0.30: 995 traded vs 37 OI: Earnings 8/3 $50.60 Ref Yandex NV (NASDAQ: YNDX) Aug16 18.0 Puts Sweep: 532 @ ASK $0.30: 2143 traded vs 78 OI: Earnings 7/28 Before Open $22.02 Ref Wolverine World Wide, Inc. (NYSE: WWW) Aug16 22.5 Puts: 719 @ ASK $1.35: 1032 traded vs 0 OI: Earnings 7/19 $22.22 Ref Conn's Inc (NASDAQ: CONN) Jan17 5.0 Puts Sweep: 605 @ ASK $0.85: 1355 traded vs 3132 OI: $7.16 Ref
Posted-In: Huge Put PurchasesNews Options Markets
10 Best Healthcare Equipment Stocks To Own Right Now: Ambarella, Inc.(AMBA)
Ambarella, Inc. develops semiconductor processing solutions for video that enable high-definition (HD) video capture, sharing, and display worldwide. The companys system-on-a-chip designs integrated HD video processing, image processing, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions enable the creation of video content for wearable sports cameras, automotive aftermarket cameras, and professional and consumer Internet Protocol (IP) security cameras, as well as cameras incorporated into unmanned aerial vehicles in the camera market; and manage IP video traffic, broadcast encoding and transcoding, and IP video delivery applications in the infrastructure market. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and logistics p roviders. Ambarella, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
- [By Lisa Levin]
Ambarella Inc (NASDAQ: AMBA) shares were also up, gaining 10 percent to $46.52 as the company posted better-than-expected results for its second quarter and announced a $75 million buyback plan.
10 Best Healthcare Equipment Stocks To Own Right Now: Baker Hughes Incorporated(BHI)
Baker Hughes Incorporated supplies oilfield services, products, technology, and systems to the oil and natural gas industry worldwide. The company offers drilling and evaluation products and services, which include drill bits for performance drilling, hole enlargement, and coring; conventional and rotary steerable systems used to drill wells; measurement-while-drilling and logging-while-drilling systems to perform reservoir navigation services; drilling optimization services; tools for coil tubing drilling and wellbore re-entry systems; coring drilling systems; surface logging; emulsion and water-based drilling fluids systems; reservoir drill-in fluids; and fluids environmental services. Its drilling and evaluation products and services also comprise wire line services, such as tools for open hole and cased hole well logging to gather data to perform petro physical and geophysical analysis; reservoir evaluation coring; casing perforation; fluid characterization; production logging; well integrity testing; pipe recovery; and seismic and micro seismic services. In addition, the company provides completion and production products and services consisting of completion systems used to control the flow of hydrocarbons within a wellbore; wellbore intervention products and services to enhance the performance of existing wellbores; intelligent production system products and services to monitor and control the production from individual wells or fields; artificial lifts, such as electric submersible pump systems, progressing cavity pump systems, gas lift systems, and surface horizontal pumping systems to lift oil and water; chemicals and chemical application systems; and cementing, stimulation, and coil tubing services. Further, it offers industrial products and services to the downstream chemicals, and process and pipeline industries. The company was founded in 1972 and is headquartered in Houston, Texas.
- [By Wayne Duggan]
The businesses of the large integrated services companies are in much better shape than those of their SMID peers. Gruber notes that Schlumberger Limited. (NYSE: SLB) and Baker Hughes Incorporated (NYSE: BHI) will have robust share buybacks through the end of the year. In addition, the integrated services companies will see improving short-term and long-term FCF, and the stocks trade at much more appealing valuations than SMID names.
- [By Javier Hasse]
Like every Friday for the past 70 years, Baker Hughes Incorporated (NYSE: BHI) issued its rotary rig counts. As of April 15, the United States had 440 active rigs, down from 443 last Friday and from 954 a year ago. Canada also saw a (2.4 percent) decrease in active rigs this week, to 40. A year ago, the count ascended to 80.
10 Best Healthcare Equipment Stocks To Own Right Now: Intrexon Corporation(XON)
Intrexon Corporation, a biotechnology company, operates in the synthetic biology field in the United States. The company, through a suite of proprietary and complementary technologies, designs, builds, and regulates gene programs, which are DNA sequences that consist of key genetic components. Its technologies include UltraVector gene design and fabrication platform, and its associated library of modular DNA components; cell systems informatics; RheoSwitch inducible gene switch; AttSite Recombinases; protein engineering; mAbLogix; and laser-enabled analysis and processing. Intrexon Corporation has collaboration agreements with ZIOPHARM Oncology, Inc.; Synthetic Biologics, Inc.; Oragenics, Inc.; Fibrocell Science, Inc.; Genopaver, LLC; AquaBounty Technologies, Inc.; S & I Ophthalmic, LLC; Biological & Popular Culture, Inc.; OvaXon, LLC; Intrexon Energy Partners, LLC; Persea Bio, LLC; Janssen Pharmaceutica NV; and strategic coll aboration and licensing agreement with Merck Serono S.A. The company was formerly known as Genomatix Ltd. and changed its name to Intrexon Corporation in 2005. Intrexon Corporation was founded in 1998 and is based in Germantown, Maryland.
- [By Ben Levisohn]
Overvalued companies include MWI Veterinary (MWIV) andStericycle (SRCL), while companies with attractive valuations include Cardinal Health (CAH), Selected Medical (SEM). He’s not a fan of Intrexon (XON) but callsAratana (PETX) a “hidden gem.”
10 Best Healthcare Equipment Stocks To Own Right Now: Intuitive Surgical Inc.(ISRG)
Intuitive Surgical, Inc. designs, manufactures, and markets da Vinci surgical systems for various surgical procedures, including urologic, gynecologic, cardiothoracic, general, and head and neck surgeries. Its da Vinci surgical system consists of a surgeon?s console or consoles, a patient-side cart, a 3-D vision system, and proprietary ?wristed? instruments. The company?s da Vinci surgical system translates the surgeon?s natural hand movements on instrument controls at the console into corresponding micro-movements of instruments positioned inside the patient through small puncture incisions, or ports. It also manufactures a range of EndoWrist instruments, which incorporate wrist joints for natural dexterity for various surgical procedures. Its EndoWrist instruments consist of forceps, scissors, electrocautery, scalpels, and other surgical tools. In addition, it sells various vision and accessory products for use in conjunction with the da Vinci Surgical System as surgical procedures are performed. The company?s accessory products include sterile drapes used to ensure a sterile field during surgery; vision products, such as replacement 3-D stereo endoscopes, camera heads, light guides, and other items. It markets its products through sales representatives in the United States, and through sales representatives and distributors in international markets. The company was founded in 1995 and is headquartered in Sunnyvale, California.
- [By Joseph Hogue]
Enter Intuitive Surgical (Nasdaq: ISRG) and Da Vinci, a robotic arm that allows surgeons to operate with just a single incision less than an inch in size.
- [By Benzinga News Desk]
Microsoft (NASDAQ: MSFT) Reports Q4 EPS $0.69 vs. Est. $0.58, Rev. $22.64B vs. Est. $22.14B
Intuitive Surgical (NASDAQ: ISRG) Reports Q2 GAAP EPS $4.71, Adj. EPS $5.62 vs $4.97 Est., Sales $670.1M vs $540.7M Est.
Halliburton (NYSE: HAL) Q2 EPS ($0.14) vs ($0.19) est, Revenue $3.84B vs $3.75B est
Morgan Stanley (NYSE: MS) Q2 EPS $0.75 vs $0.59 est, Revenue $8.9B vs $8.3B est
10 Best Healthcare Equipment Stocks To Own Right Now: Cheniere Energy, Inc.(LNG)
Cheniere Energy, Inc., incorporated on March 25, 1983, is an energy company primarily engaged in liquefied natural gas (LNG) related businesses. The Company operates through two segments: LNG terminal business and LNG and natural gas marketing business The Company owns and operates the Sabine Pass LNG terminal in Louisiana through its ownership interest in and management agreements with Cheniere Energy Partners, L.P. (Cheniere Partners), which is a publicly traded limited partnership. The Company owns approximately 100% of the general partner interest in Cheniere Partners and over 80% of Cheniere Energy Partners LP Holdings, LLC (Cheniere Holdings), which is a publicly traded limited liability company that owns approximately 56% limited partner interest in Cheniere Partners.
The Sabine Pass LNG terminal has operational regasification facilities owned by Cheniere Partners subsidiary, Sabine Pass LNG, L.P. (SPLNG) that includes existing infrastructure of over five LNG storage tanks with capacity of approximately 16.9 billion cubic feet equivalent (Bcfe), over two docks that can accommodate vessels with nominal capacity of approximately 266,000 cubic meters and vaporizers with regasification capacity of approximately 4.0 billion cubic feet per day (Bcf/d). Cheniere Partners is developing and constructing natural gas liquefaction facilities (Sabine Pass Liquefaction Project) at the Sabine Pass LNG terminal adjacent to the existing regasification facilities through a subsidiary, Sabine Pass Liquefaction, LLC (Sabine Pass Liquefaction). Cheniere Partners also owns a 94-mile pipeline that interconnects the Sabine Pass LNG terminal with a number of interstate pipelines (the Creole Trail Pipeline) through a subsidiary, Cheniere Creole Trail Pipeline, L.P. (CTPL).
The Company is developing and constructing a second natural gas liquefaction and export facility at the Corpus Christi LNG terminal, which is on over 2,000 acres of land that it owns or controls near Corpus Christi, Texas,! and a pipeline facility (the CCL Project) through its subsidiaries Corpus Christi Liquefaction, LLC (CCL) and Cheniere Corpus Christi Pipeline, L.P. (CCP), respectively. The CCL Project also includes a 23-mile, 48-inch natural gas supply pipeline that will interconnect the Corpus Christi LNG terminal with several interstate and intrastate natural gas pipelines (the Corpus Christi Pipeline). The Companys subsidiary, Cheniere Marketing, LLC (Cheniere Marketing), is engaged in the LNG and natural gas marketing business, and is developing a portfolio of long-term, short-term and spot LNG sale and purchase agreements (SPAs).
LNG Terminal Business
The Company is focused on the development of over two LNG terminal projects: the Sabine Pass LNG terminal in western Cameron Parish, Louisiana, less than four miles from the Gulf Coast on the Sabine-Neches Waterway and the Corpus Christi LNG terminal near Corpus Christi, Texas. Through Cheniere Partners, the Company has constructed and is operating regasification facilities at the Sabine Pass LNG terminal and are developing and constructing the Sabine Pass Liquefaction Project. It owns approximately 100% of the general partner interest in Cheniere Partners and over 80.1% of Cheniere Holdings, which owns approximately 55.9% limited partner interest in Cheniere Partners. The Company owns approximately 100% interest in the CCL Project. Sabine Pass Liquefaction has third-party SPAs, including BG Gulf Coast LNG, LLC (BG), Gas Natural Aprovisionamientos SDG S.A. (Gas Natural Fenosa), Korea Gas Corporation (KOGAS), GAIL (India) Limited (GAIL) and Centrica plc (Centrica). Corpus Christi Liquefaction’s third-party SPAs include Endesa Generacion, S.A., Iberdrola S.A., Gas Natural Fenosa LNG SL, Woodside Energy Trading Singapore Pte Ltd, PT Pertamina (Persero), Electricite de France, S.A. and EDP Energias de Portugal S.A.
LNG and Natural Gas Marketing Business
Th e Companys subsidiary, Cheniere Marketing, is engaged in ! the LNG a! nd natural gas marketing business and is developing a portfolio of long-term, short-term and spot LNG purchase and spot LNG SPAs. Cheniere Marketing purchases, transports and unloads commercial LNG cargoes into the Sabine Pass LNG terminal and other LNG terminals around the world.
- [By Jim Jubak, Senior Markets Editor, MoneyShow.com]
Yesterday, September 12, shares of Cheniere Energy (LNG) hit a new 52-week high of $33.76. As of the close, they’d dropped back slightly to $33.10. That still puts the stock up 18.5% from its August 30 close.
10 Best Healthcare Equipment Stocks To Own Right Now: Telephone and Data Systems, Inc.(TDS)
Telephone and Data Systems, Inc., a telecommunications company, provides wireless, wireline, cable, and hosted and managed services in the United States. The company offers cellular services, such as postpaid national plans and prepaid service plans with voice, messaging, and data usage options; and shared data plans that include unlimited voice minutes and text messaging; business rate plans. It also offers wireless devices comprising handsets, modems, mobile hotspots, home phone, and tablets; and accessories, such as carrying cases, hands-free devices, batteries, battery chargers, memory cards, and other products. In addition, the company provides wireline and cable broadband services, such as fiber-based and digital, and other data services; Internet protocol television and satellite video services; voice services comprising local and long-distance telephone service, voice over Internet protocol, voice mail, caller ID, and call forwarding services; and network access services. Further, it offers cloud computing, colocation, hosted application management, and hosted and managed services; and planning, engineering, procurement, sales, installation, and management of information technology infrastructure hardware solutions, as well as printing and distribution services. As of December 31, 2014, the company served approximately 4.8 million wireless customers and 1.2 million wireline connections. Telephone and Data Systems, Inc. sells its products through retail sales direct sales, third-party retailers, and independent agents, as well as through Website and telesales. The company was founded in 1968 and is headquartered in Chicago, Illinois.
- [By Monica Gerson]
Telephone & Data Systems, Inc. (NYSE: TDS) is projected to report its quarterly earnings at $0.10 per share on revenue of $1.26 billion.
PharMerica Corporation (NYSE: PMC) is estimated to report its quarterly earnings at $0.43 per share on revenue of $509.45 million.