Best Managed Healthcare Companies To Buy For 2015

The Fool is exploring Seattle. Today, CEO Spencer Rascoff introduces us to Zillow (NASDAQ: Z  ) , telling us how the online home and real estate marketplace works, what he considers its greatest strengths, and what investors should know about it.

Spencer is unconcerned by a rival’s report criticizing the quality of Zillow’s listings. He points out a series of strengths that the report doesn’t take into account, as well as the company’s database of 110 million homes.

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Austin Smith: There was a recent Redfin report that came out, I believe, that targeted you and Trulia for somewhat dated data. It’s been a knock against the Zillow part for a while. I’m wondering if you have a reaction to that.

Best Managed Healthcare Companies To Buy For 2015: Mercury General Corporation (MCY)

Mercury General Corporation, together with its subsidiaries, engages in writing personal automobile insurance products. The company also writes homeowners, commercial automobile and property, mechanical breakdown, fire, and umbrella insurance products. Its insurance products cover collision, property damage liability, bodily injury liability, comprehensive, personal injury protection, underinsured and uninsured motorist, and other hazards for automobile policy holders. The company sells its policies through a network of independent agents in California, Florida, Georgia, Illinois, Texas, Oklahoma, New York, New Jersey, Virginia, Pennsylvania, Arizona, Nevada, and Michigan. Mercury General Corporation was founded in 1960 and is headquartered in Los Angeles, California.

Advisors’ Opinion:

  • [By Chuck Carnevale] their website:

    “Mercury General (NYSE-MCY) is the leading independent broker and agency writer of automobile insurance in California and has been one of the fastest growing automobile insurers in the nation. It is ranked as the third largest private passenger automobile insurer in California, with total assets over $4 billion. Mercury also writes automobile insurance in Arizona, Florida, Georgia, Illinois, Michigan, Nevada, New Jersey, New York, Oklahoma, Pennsylvania, Texas and Virginia. In addition to automobile insurance, Mercury writes other lines of insurance in various states, including mechanical breakdown and homeowners insurance.”

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    Performance and Dividends Impacted by Operating Stress

    It should be clear from the above graphs that the earnings records of these three Dividend Champions have been far from steady, consistent or reliable. Therefore, I cannot get comfortable either recommending them or investing in them bec ause I cannot get comfortable predicting what their future operating results may be. Furthermore, by examining the performance results associated with the above earnings and price-correlated graphs illustrates a lot of uncertainty. A focus on the earnings growth rate column illustrates a lot of stress on each company’s ability to keep their dividend streaks alive (Blue Circles).

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    The Overvaluation Rejection

    Other reasons besides irregular earnings growth that caused a Dividend Champion to be rejected include one of my all-time favorites, valuation. Or to be more precise — overvaluation. The following example, McCormick & Co. (MKC), represents one of my favorite Dividend Champions based on a very consistent above-average record of earnings growth that produced its impressive dividend streak. The only reason that this Dividend Champion was rejected was because of current overvaluation.< /p>

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  • [By Fredrik Arnold]

    Ten Champion dogs that promised the biggest dividend yields into July included firms representing five of nine market sectors. The top stocks were three of five from the financial sector: Universal Health Realty Trust (UHT); Mercury General Corp. (MCY); Old Republic Int’l (ORI). The other two financial firms, HCP Inc., and United Bankshares Inc. (UBSI), placed sixth and eighth.

Best Managed Healthcare Companies To Buy For 2015: North American Palladium Ltd (PAL)

North American Palladium Ltd. (NAP) is a precious metals producer that has been operating its flagship Lac des Iles mine (LDI) located in Ontario, Canada. The Company is in the business of exploring and mining palladium, platinum, gold and certain base metals. The Company’s 100%-owned subsidiary is the Lac des Iles Mines Ltd. (LDI).

The Company’s Lac des Iles (LDI) palladium mine is a palladium producer. The mine is located approximately 85 kilometers northwest of the city of Thunder Bay in Ontario, Canada, and consists of open pit and underground mining operations and a 15,000 ton per day mill.

Advisors’ Opinion:

  • [By James E. Brumley]

    Are you a gambling man (or gambling woman, as the case may be)? Then now may be the right time to place a bet on North American Palladium Ltd (NYSEMKT:PAL) … the micro cap precious metals miner that has watched its stock fall from just under $2.00 in early February to a low of 44 cents yesterday. That’s a 78% drubbing, for those of you who are counting, with a big chunk of that loss coming yesterday when PAL shares lost 28% of their value on the heels of two… shall we say “less than flattering” articles about the company were posted? Yet, sometimes the very best trades are ideas that never looked good on paper.

  • [By Dan Caplinger]

    4. Platinum-group metals
    Platinum and palladium both fell sharply, losing 5% and 6% of their value, respectively. Those losses weren’t as extreme as gold’s, but they nevertheless represented a drop to levels not seen since late last year. The two major miners producing the white metals, Stillwater Mining (NYSE: SWC  ) and North American Palladium (NYSEMKT: PAL  ) , both lost more than 10% on the day.

Best Managed Healthcare Companies To Buy For 2015: Stanley Black & Decker Inc (SWJ)

Stanley Black & Decker Inc., June 4, 1901, is a diversified global provider of power and hand tools, mechanical access solutions (automatic doors, commercial and residential locking systems), electronic security and monitoring systems and products and services for various industrial applications. The Company’s operations are classified into three business segments: Construction & Do-It-Yourself (CDIY), Security, and Industrial. In September 2011, Stanley Black & Decker acquired Niscayah Group AB. In September 2011, the Company acquired Microtec Enterprises, Inc. In January 2011, the Company acquired InfoLogix, Inc. In December 2012, Spectrum Brands Holdings Inc acquired Hardware & Home Improvement Group (HHI) of the Company. In February 2013, the Company completed its acquisition of Infastech.

CDIY

The CDIY segment consists of the professional power tool and accessories business, the consumer power tool business, which includes outdoor products , plumbing (Pfister) and the hand tools, fasteners and storage business. The segment sells its products to professional end users, distributors and retail consumers. The majority of sales are distributed through retailers, including home centers, mass merchants, hardware stores, and retail lumber yards. During the year ended December 31, 2011, annual revenues in the CDIY segment represented 50% of the Company’s total revenues. The professional power tool and accessories business sells professional grade corded and cordless electric power tools and equipment, including drills, impact wrenches and drivers, grinders, saws, routers and sanders. The business also sells power tool accessories, which include drill bits, router bits, abrasives and saw blades.

The consumer power tool business sells corded and cordless power tools sold under the Black & Decker brand, lawn and garden products and home products. Lawn and garden products include hedge trimmers, string tri mmers, lawn mowers, edgers and related accessories. Home pro! ducts include hand held vacuums, paint tools and cleaning appliances. The hand tools, fasteners and storage business sells measuring and leveling tools, planes, hammers, demolition tools, knives, saws and chisels. Fastening products include pneumatic tools and fasteners including nail guns, nails, staplers and staples. Storage products include tool boxes, sawhorses and storage units.

Security

The Security segment consists of the electronic security solutions and the mechanical access solutions businesses. Annual revenues in the Security segment represented 26% of the Company’s total revenues in 2011. The electronic security solutions business designs, supplies and installs electronic security systems and provides electronic security services, including alarm monitoring, video surveillance, fire alarm monitoring, systems integration and system maintenance. Purchasers of these systems typically contract for ongoing security systems monitoring and maintenance at the time of initial equipment installation. The electronic security business also sells healthcare solutions, which includes medical carts and cabinets, asset tracking solutions, infant protection, pediatric protection, patient protection, wander management, fall management, and emergency call products.

The electronic security solutions business sells to consumers, retailers, educational, financial and healthcare institutions, as well as commercial, governmental and industrial customers. Products are sold predominantly on a direct sales basis. The mechanical access solutions business sells and installs automatic doors, residential and commercial hardware, locking mechanisms, electronic keyless entry systems, keying systems, tubular and mortise door locksets. The mechanical access solutions business sells to both residential and commercial customers, with distribution through direct sales, through retailers (including home centers) and, through th ird party distributors.

Industrial

!

The In! dustrial segment consists of the industrial and automotive repair tools, engineered fastening and infrastructure businesses. Annual revenues in the Industrial segment represented 24% of the Company’s total revenues. The industrial and automotive repair business sells hand tools, power tools, and engineered storage solution products. The business sells to industrial customers in a variety of industries and geographies. The products are distributed through third party distributors, as well as a direct sales force. The engineered fastening business primarily sells engineered fasteners designed for specific applications. The product lines include stud welding systems, blind rivets and tools, blind inserts and tools, drawn arc weld studs, engineered plastic fasteners, self-piercing riveting systems and precision nut running systems.

The business sells to customers in the automotive, manufacturing, and aerospace industries, amongst others, and the Company’s product s are distributed through direct sales forces. The infrastructure business consists of the CRC-Evans business, and the Company’s hydraulics business. The business’s product lines include custom pipe handling machinery, joint welding and coating machinery, weld inspection services and hydraulic tools and accessories. The business sells to the oil and natural gas pipeline industry and other industrial customers. The products and services are primarily distributed through a direct sales force.

Advisors’ Opinion:

  • [By Ben Rooney]

    Stanley Black & Decker (SWJ) tumbled roughly 10% after the power tools maker lowered its full-year earnings outlook. The company said it expected “uncertainty created by the U.S. government’s sequestration and shutdown” to hurt business and consumer spending.

Best Managed Healthcare Companies To Buy For 2015: China Life Insurance Company Limited(LFC)

China Life Insurance Company Limited provides life, annuities, accident, and health insurance products in China. Its individual life insurance and annuity products consist of whole life and term life insurance, endowment insurance, and annuities. The company also engages in the writing of life insurance business. In addition, it offers group life insurance products, including group annuity products, and group whole life and term life insurance products to enterprises and institutions, as well as universal life products. Further, the company provides short-term insurance products comprising short-term accident insurance and short-term health insurance products; accident insurance products, such as individual accident insurance and group accident insurance; and health insurance products, including defined health benefit plans, medical expense reimbursement plans, and disease specific plans. It distributes its products through its direct sales representatives and exclusive ag ents, as well as through intermediaries comprising insurance agencies and insurance brokerage companies, non-dedicated agencies, bancassurance arrangements, travel agencies, and hotels and airline sales counters. The company was founded in 1949 and is based in Beijing, China. China Life Insurance Company Limited is a subsidiary of China Life Insurance (Group) Company.

Advisors’ Opinion:

  • [By Patricio Kehoe] g>Sun Life Financial Inc. (USA) (SLF), which all sport a 200% ratio. Moreover, the company’s excessive capital should allow it to maintain the above average dividend yield of 2.66% offered to shareholders.

    Valuation

    Over the next five years growth in the Asian market will likely boost the overall modest premium growth rate, averaging it at 2%, while the total revenue CAGR recovers to 3% after the steep declines reported since 2012. Furthermore, Manulife’s ROE will continue its current upward trend, increasing from 2013’s 10.9% to an average 12% by 2018, accompanied by the steadily expanding net margins of 16.8%. While it will take some time for the company’s growth to accelerate, I feel bullish about management’s optimism regarding its business shift, and see the dividend yield and returns on equity as solid benefits for a long term investment. Moreover, the firm is currently trading at a 10% price discount relative to the industry average of 14.0x, making it a relatively inexpensive buy.

    Disclosure: Patricio Kehoe holds no position in any stocks mentioned.

    Also check out: George Soros Undervalued Stocks George Soros Top Growth Companies George Soros High Yield stocks, and Stocks that George Soros keeps buyingAbout the author:Patricio KehoeA fundamental analyst at Lone Tree Analytics Currently 5.00/512345

    Rating: 5.0/5 (1 vote)

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  • [By Jake L’Ecuyer]

    Top losers in the sector included China HGS Real Estate (NASDAQ: HGSH), off 4.8 percent, and China Life Insurance Co (NYSE: LFC), down 4 percent.

  • [By Jim Jubak]

    That 40% gain in net income is likely to be among the lower increases reported by China’s insurance companies in the next few weeks. The average growth in net income among insurers expected by analysts is 92%. I think that makes it worthwhile holding the best of these insurers—such as Ping An and China Life (LFC), a member of my Jubak’s Picks portfolio, for these earnings reports, even though the systemic stress—and thus risk—in China’s financial system is rising.

Best Managed Healthcare Companies To Buy For 2015: Linde AG (LIN)

Linde AG is a German company engaged in the gases and engineering sector. It operates two divisions: Gases and Engineering, as core divisions, as well as Gist. The Gases Division includes Healthcare, producing medical gases; and Tonnage, as its two global business units; as well as the two business areas Merchant and Packaged Gases, offering liquefied and cylinder gases, and Electronics. The Company’s products are used in the energy sector, for steel production, chemical processing, environmental protection and welding, as well as in food processing, glass production and electronics. The Engineering division offers planning, project development and construction of turnkey industrial plants used in fields, such as petrochemical and chemical industries, in refineries and fertilizer plants, to recover air gases, to produce hydrogen and synthesis gases, to treat natural gas, and in the pharmaceutical industry. As of August 13, 2012, the Company acquired Lincare Holdings Inc. Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 21.92 percent to $26.20 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

  • [By Jake L’Ecuyer]

    Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 30.67 percent to $28.08 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.

  • [By Jeremy Bowman]

    What: Shares of LIN TV (NYSE: LIN  ) were up as much as 13% today, climbing steadily after the local media provider announced this morning its second acquisition in less than a week.