Best Rising Stocks For 2015


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

It was another flat day for stocks, as the markets dropped in the late afternoon once again, leaving the Dow Jones Industrial Average (DJINDICES: ^DJI  ) with a gain of just 8 points, or 0.05%. On a low-volume day in a holiday-shortened week, Wall Street’s eyes looked toward retail, which begins its key holiday selling season on Friday.


Wal-Mart (NYSE: WMT  ) , the world’s biggest retailer, named a new CEO this morning, tapping Doug McMillon, the head of its International division, to replace current CEO Mike Duke. Duke has led Wal-Mart for nearly five years, receiving mostly middling marks from analysts during his tenure. Since he took over the retailer, shares have gained 69% versus a broad market improvement of 118%, and the company has continued to be the focus of scandals like the recent bribery allegations in Mexico as well as a criticism for its labor practices in the United States, which again came under the spotlight when an Ohio store started a food drive for its own employees. Duke will remain on as chairman and will yield the CEO post to McMillon in February. In its press release, Wal-Mart called McMillion “uniquely positioned” to lead the company, having worked there since 1990, holding a wide variety of senior leadership positions during that time.

Best Rising Stocks For 2015: Dynegy Inc (DYN)


Dynegy Inc. (Dynegy), incorporated in 2007, is a holding company and conducts the business operations through its subsidiaries. Dynegy’s primary business is the production and sale of electric energy, capacity and ancillary services from the fleet of 16 operating power plants in six states totaling approximately 11,600 megawatts of generating capacity. The Company sells electric energy, capacity and ancillary services on a wholesale basis from its power generation facilities. Its customers include Regional Transmission Organization (RTOs) and Independent System Operators (ISOs), integrated utilities, municipalities, electric cooperatives, transmission and distribution utilities, industrial customers, power marketers, financial participants, such as banks and hedge funds, and other power generators. Dynegy operates in three segments: the Coal segment (Coal), the Gas Segment (Gas) and the Dynegy Northeast Segment (DNE). In September 2011, it acquired direct ownership of Dy negy Coal Holdco, LLC. In July 2012, the Company announced that it has filed a voluntary petition to reorganize under Chapter 11 of the United States Bankruptcy Code in the United States Bankruptcy Court for the Southern District of New York, Poughkeepsie Division. It emerged from bankruptcy, on October 1, 2012. In May 2013, the Company sold its Roseton power generation facility (Roseton) to a subsidiary of Castleton Commodities International LLC (CCI).


Coal segment

Dynegy’s Coal segment consists of four operating coal-fired power generation facilities and two operating natural gas-fired peaker facilities in Illinois with a total generating capacity of 3,132 megawatts. On November 17, 2011, it permanently retired the 176 megawatts Vermilion power generation facility. As of December 31, 2011, the facilities operated entirely within MISO. Its Coal segment is primarily a fleet of baseload coal facilities, located in Illinois. The MISO market includes all of Wisconsin and portions of Michigan, Kentucky, Indian! a, Illinois, Nebraska, Kansas, Missouri, Iowa, Minnesota, North Dakota, Montana and Manitoba, Canada. MISO is as an independent RTO.


Gas Segment

Dynegy’s Gas segment consists of seven operating natural gas-fired power generation facilities located in California (two), Nevada (one), Illinois (one), Pennsylvania (one), New York (one), and Maine (one), and one fuel-oil fired power generation facility located in California, totaling 6,771 megawatts of electric generating capacity. On November 7, 2011, it deconsolidated DH, which indirectly owns all of its assets in the Gas segment. The PJM market includes all or parts of Delaware, Illinois, Indiana, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, West Virginia and the District of Columbia. The Company’s Kendall and Ontelaunee facilities located in Illinois and Pennsylvania operate in PJM with an aggregate net generating capacity of 1,780 megawatts.


DNE Segment

Dynegy’s DNE segment consists of the Roseton and Danskammer facilities located in Newburgh, New York, with a total capacity of 1,693 megawatts. Its total of 1,570 megawatts of generation capacity relates to leased units at the two facilities. The Company’s Roseton and Danskammer facility sites are adjacent and share common resources, such as fuel handling, a docking terminal, personnel and certain associated systems.

Advisors’ Opinion:

  • [By Jayson Derrick]

    Dynegy (NYSE: DYN) announced that it has acquired power generation assets from Duke Energy (NYSE: DUK) and Energy Capital partners. In total, Dynegy acquired 12.5 megawatts of coal and gas generation, almost doubling its existing assets to nearly 26,000 megawatts. Dynegy expects the acquisitions will create synergy targets of more than $40 million per year, $200 million in collateral efficiencies translating to nearly $500 million in present value cash savings. The company expects its adjusted EBITDA accretion to be 125 percent, while its free cash flow accretion will be 220 percent in 2015. Shares gained 8.75 percent, closing at $32.32.

  • [By Ali Berri]

    Dynegy (NYSE: DYN) shares shot up 7.62 percent to $31.99 after the company announced its plans to acquire assets from Duke Energy (NYSE: DUK) and Energy Capital Partners for a total consideration of $6.25 billion.

  • [By Bram de Haas]

    Dynegy Inc (DYN) emerged from bankruptcy last year. The share price didn’t really go anywhere. In the meantime 2013 free cash flow guidance is being revised upward to $190 million – $215 million and a deal to take over capacity from Ameren Corp (AEE) is likely to be finalized in the 4th quarter. On the basis of current cash flow, the company is fairly valued. If the Ameren facilities are added in, the cash flow of the combined facilities is greatly undervalued.

  • [By Justin Loiseau]

    With a successful $900 million asset sale to Dynegy (NYSE: DYN  ) in March, Ameren has three leftover gas-fired energy centers it still needs to offload.

Best Rising Stocks For 2015: Firstbank Corporation(FBMI)

Firstbank Corporation, through its subsidiaries, provides commercial banking products and services. It accepts checking, savings, and time deposits. The company also provides commercial, mortgage, agricultural, real estate, real estate mortgage, real estate construction, home improvement, automobile, and consumer loans. In addition, it offers trust, security brokerage, and title insurance services, as well as armored car services. The company operates 53 branch offices in central Michigan. Firstbank Corporation was founded in 1894 and is headquartered in Alma, Michigan.


Advisors’ Opinion:

  • [By Louis Navellier]

    A great example of these small banks with big potential is Firstbank Corp. (FBMI), a $155 million market-cap stock that operates 53 branch offices in central Michigan. Firstbank provides commercial banking products and services, including traditional deposit accounts and loans tailored to meet the needs of its business customers. FBMI also offers trust, security brokerage and title insurance services, and even armored car services. This bank stock has been rated an “A” all year, and the fundamentals just keep getting better. FBMI shares remain a “strong buy” at current prices.

Best Rising Stocks For 2015: China Lodging Group Limited (HTHT)


China Lodging Group, Limited, together with its subsidiaries, develops, operates, and manages a chain of hotels in the People?s Republic of China. It operates HanTing Express Hotel that targets knowledge workers and value-conscious travelers; HanTing Seasons Hotel, which targets mid-level corporate managers and owners of small and medium enterprises; and HanTing Hi Inn for budget-constrained travelers. As of March 31, 2011, the company had 473 hotels consisting of 259 leased-and-operated hotels and 214 franchised-and-managed hotels; and 162 hotels under development, including 74 leased-and-operated hotels and 88 franchised-and-managed hotels. China Lodging Group, Limited was incorporated in 2007 and is headquartered in Shanghai, the People?s Republic of China.


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 China Lodging Group (Nasdaq: HTHT  ) , whose recent revenue and earnings are plotted below.

  • [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 China Lodging Group (Nasdaq: HTHT  ) , whose recent revenue and earnings are plotted below.

Best Rising Stocks For 2015: Dell Inc.(DELL)


Dell Inc. provides integrated technology solutions in the information technology (IT) industry worldwide. It designs, develops, manufactures, markets, sells, and supports mobility and desktop products, including notebooks, workstations, tablets, smartphones, and desktop PCs, as well as servers and networking products. The company offers storage solutions, including storage area networks, network-attached storage, direct-attached storage, and various backup systems. It also provides IT and business services comprising transactional services, such as support, managed deployment, enterprise installation, and configuration services; outsourcing services, including data center and systems management, network management, life cycle application development and management, and business process outsourcing services; and project-based services consisting of IT infrastructure, applications, business process, and business consulting services. In addition, the company offers third-part y software products comprising operating systems, business and office applications, anti-virus and related security software, and entertainment software; and peripheral products, such as printers, televisions, notebook accessories, mouse, keyboards, networking and wireless products, and digital cameras. Further, it provides financial services, including originating, collecting, and servicing customer receivables related to the purchase of its products and third-party technology products. The company sells its products and services directly through its sales representatives, telephone-based sales, and online sales; and through retailers, third-party solution providers, system integrators, and third-party resellers. It serves corporate businesses, law enforcement agencies, small and medium businesses, consumers, and public institutions that include government, education, and healthcare organizations. Dell Inc. was founded in 1984 and is headquartered in Round Rock, Texas.


Advisors’ Opinion:

  • [By Holly LaFon]

    The shareholder approval of Dell (DELL)’s management buyout generated a positive return of 31% for 2013 in spite of the disappointing investment outcome. Philips gained 44% during the year. CEO Frans Van Houten and CFO Ron Wirahadiraksa completed a €2bn stock buyback at discounted prices, as well as delivered higher margins as planned. Philips’ management team is pursuing additional cost reductions and believes the company has strong revenue and margin potential over the next two to three years in all three primary businesses: medical, lighting, and consumer lifestyle. They signaled their confidence in the future value growth of the business by announcing another €1.5bn share buyback.

  • [By Kiplinger]

    Getty Images The Presidents Day holiday on Feb. 17 means a day off for some of us — and the first big sales event of the year for retailers. Several retailers — including Best Buy (BBY), Macy’s (M) and Walmart (WMT) — already have launched Presidents Day sales. And last year, some merchants continued their sales several days beyond the holiday, according to dealnews.com. So Presidents Day sales can actually last for two weeks, rather than just the three-day holiday weekend. But do these sales really offer good money-saving opportunities for consumers? As always, it depends on what you’re buying. “Presidents Day sales are a great way to save on big-ticket items,” says Offers.com Vice President Howard Schaffer. The sales are also a good opportunity to get deeply discounted cold-weather apparel for next winter for growing children by purchasing a size or two larger than what they currently wear, Schaffer says. However, he warns, watch out for new seasonal items such as spring clothing, grills and patio furniture that are promoted along with Presidents Day sales items because they’ll actually be at their highest prices of the year. Here are several items you’ll see on sale around Presidents Day, along with our advice on whether the discounts are worthwhile or just mediocre. Deep Discounts on Winter Apparel Most retailers already have put cold-weather clothing on clearance racks, with discounts as high as 70 percent. You can expect those sales to last through Presidents Day, but you should be able to find coupons from most merchants that will let you get an additional 10 to 25 percent off clearance items over the holiday weekend, according to dealnews.com. In the past, some retailers have offered coupons for as much as 70 percent off clearance items, according to dealnews.com. Download a coupon app, such as the one from RetailMeNot, before you head to the mall to see which merchants are having sales and offering coupons. Don’t expect widespread sales on s

  • [By Mathew Schwartz]

    Bloomberg via Getty Images • Here’s the last thing you want as a feature on your slick new new laptop: the scent of a litter box. Seems a number of Dell (DELL) customers have been complaining that their Latitude 6430u Ultrabooks smell strongly of cat urine. Dell is assuring everyone that the odor is unrelated to pee of any kind, nor was there a biological contaminant involved. Just a problem in the manufacturing process, which it has sorted out. • Speaking of smells, among expats, China now ranks No. 1 for providing the best overseas experience — its smog and other pollution issues notwithstanding — according to HSBC’s annual Expat Explorer Survey. Countries were ranked based on a variety of categories related to economics, experience and raising children abroad. China jumped from No. 7 last year to knock off 2012 top dog Singapore, which slipped to No. 3. • Thanks to a class-action settlement between video game titan Electronic Arts (EA) and a group of former college football players, we can now put a price tag on our high-caliber college athletes: Somewhere in the neighborhood of $133 to $200 apiece. Based on the $40 million its setting aside to cover the cost of the deal, that’s about what EA will be paying each of the 200,000 to 300,000 past and current student-athletes whose likenesses were used without their consent in NCAA Football games by EA Sports. (And yes, after this year, EA will stop making new games in the franchise.) • It’s good news, bad news out of Washington. Good news: The federal deficit for 2013 will be the smallest it’s been since 2008, according to the Treasury. The $680 billion deficit is less than half of the record high hit in 2009 of $1.4 trillion. Bad news: While about 4/5 of the decline was due to higher revenues from taxes (yay, improving economy!), the rest came from the painful sequester (those across-the-board spending cuts that were designed to be so horrible that they’d force Congress to find a bet

  • [By Halia Pavliva]

    VimpelCom, which moved its listing to the Nasdaq Stock Market from the New York Stock Exchange, last month, replaced Dell Inc. (DELL) on the Nasdaq-100 yesterday. Exchange-traded funds and other products linked to the Nasdaq-100 managed about $53.3 billion at the end of the second quarter, according to data compiled by Nasdaq. The average daily share volume this year in VimpelCom rose to 1.6 million from 1.2 million after the stock joined the exchange on Sept. 10.

Best Rising Stocks For 2015: Wesco Aircraft Holdings Inc (WAIR)

Wesco Aircraft Holdings, Inc., formerly Wesco Holdings, Inc., incorporated on July 21, 2006, a holding company for Wesco Aircraft Hardware Corp. The Company is a distributor and provider of supply chain management services to the global aerospace industry. Its services range from traditional distribution to the management of supplier relationships, quality assurance, kitting, just-in-time (JIT), delivery and point-of-use inventory management. The Company operated principally in three geographic areas, North America, Europe and markets, such as Asia, Pacific Rim and the Middle East. Wesco Aircraft Hardware Corp, its wholly owned, primary domestic operating subsidiary, Wesco Aircraft Europe, Ltd., its primary foreign operating subsidiary, and certain other foreign operating subsidiaries, in connection with the acquisition of 100% of the outstanding stock of Wesco Aircraft Hardware Corp., Wesco Aircraft Israel and the European entities of Flintbrook Ltd., Wesco Aircraft Franc e and Wesco Aircraft Germany by Wesco Aircraft. In July 2012, the Company completed the acquisition of Interfast Inc. In March 2014, Wesco Aircraft Holdings Inc completed the acquisition of Haas Group Inc from certain investment funds affiliated with The Jordan Company, L.P.


Kitting involves the packaging of an entire bill of materials or a complete ship-set of parts, which reduces the amount of time workers spend retrieving parts from storage locations. Kits can be customized in varying configurations and sizes and can contain up to several hundred different parts. JIT supply chain management involves the delivery of parts on an as-needed basis to the point-of-use at a customer’s manufacturing line. The Company supplies approximately 450,000 different stock keeping units (SKUs), including hardware, bearings, tools, electronic components and machined parts. During the fiscal year ended September 31, 2010 (fiscal 2010), sales of hardware represented 80% of its ne t sales, with highly engineered fasteners constituting 83% o! f that amount. The Company serves its customers under three types of arrangements: JIT contracts, which govern outsourced supply chain management services; long term agreements (LTAs), which set prices for specific parts; and ad hoc sales. JIT contracts and LTAs, together consists of approximately 63% of its fiscal 2010 net sales. The Company supplies products to approximately every Western aircraft in production, including the B-787, B-737, B-747, A-320, JSF and V-22.


Hardware

Sales of C class aerospace hardware represented approximately 80% of its fiscal 2010 product sales. Fasteners are its product category, consisting of approximately 83% of its hardware sales in fiscal 2010. Fasteners include a range of engineered aerospace parts that are designed to hold together two or more components, such as rivets (both blind and solid), bolts (including blind bolts), screws, nuts and washers. Many of these fasteners are designed for use in specific aircr aft platforms and others can be used across multiple platforms.


Bearings

The Company offers aerospace bearings. Its product offering includes a variety of standard anti-friction products designed to both commercial and military aircraft specifications, such as airframe control bearings, rod ends, spherical bearings, ball bearing rod ends, roller bearings and bushings.

Electronic Components

The Company offers interconnect and electro-mechanical products, including connectors, relays, switches, circuit breakers and lighted products. The Company also offers value-added assembled products, including mil-circular and rack and panel connectors and illuminated push button switches. The Company maintains connector components in inventory, which allows the Company to respond to customer orders. In addition, its lighted switch assembly operation affords customers same day service, including engraving capabilities in multiple languages.


Machined Parts and Other

Machined par! ts are de! signed for a specific customer and are assigned original product manufacturers (OEM)-specific SKUs. The machined parts, the Company distributes include laser cut or stamped brackets, milled parts, shims, stampings, turned parts and welded assemblies made of materials ranging from high-grade steel or titanium to nickel based alloys. The Company stock a range of tools needed for the installation of its products, including air and hydraulic tools, as well as drill motors, and the Company also offers factory authorized maintenance and repair services for these tools. In addition to selling these tools, the Company also rents or leases these tools to its customers.

Advisors’ Opinion:

  • [By Holly LaFon]

    We initiated a small position in Wesco Aircraft Holdings (WAIR) during the quarter. Wesco is a distributor and supply chain manager to the commercial and military aerospace markets. The company should benefit from the multi-year commercial aerospace build-out that is underway. We expect this tailwind to provide visible growth through at least 2017. Wesco also has an opportunity to provide more services to large defense contractors as funding pressures force the industry to become more efficient. If the company can improve margins along the way, we think the resulting earnings growth could provide reasonable-to-good return potential for the stock.From Wallace Weitz (Trades, Portfolio)’s first quarter 2014 report.Also check out: Wallace Weitz Undervalued Stocks Wallace Weitz Top Growth Companies Wallace Weitz High Yield stocks, and Stocks that Wallace Weitz keeps buying Currently 0.00/512345

    Rating: 0.0/5 (0 votes)

  • [By Victor Selva]

    The company has a current ratio of 16.25% which is higher than the one registered by Embraer S.A. (ERJ) and Wesco Aircraft Holdings Inc (WAIR), but lower than Huntington Ingalls Industries, Northrop Grumman Corp (NOC) and Boeing Co (BA). But for investors looking for a higher ROE, Lockheed Martin Corporation (LMT) could be the option.

  • [By alicet236]

    Wesco Aircraft Holdings Inc. (WAIR): Chairman, President and CEO Randy J. Snyder Sold 70,000 Shares

    Chairman, President and CEO of Wesco Aircraft Holdings Inc. (WAIR) Randy J. Snyder sold 70,000 shares during the past week at an average price of $19.77. Wesco Aircraft Holdings Inc. has a market cap of $1.86 billion; its shares were traded at around $19.71 with a P/E ratio of 18.50 and P/S ratio of 2.10.