Best Warren Buffett Companies To Buy For 2014

Canadian stocks rose for a fifth day, the longest winning streak since May, as a rally among miners on speculation that economic growth will spur commodity demand overshadowed a drop among energy producers.

Detour Gold Corp. and Alacer Gold (ASR) Corp. each added at least 6.8 percent to pace advances among producers of raw materials. Maple Leaf Foods Inc. jumped 10 percent as the company said it might sell its 90 percent stake in Canada Bread Co. Athabasca Oil Co. slid 2.9 percent to the lowest since May to pace declines among energy producers.

The Standard & Poor’s/TSX Composite Index rose 50.44 points, or 0.4 percent, to 13,186.53 at 4 p.m. in Toronto. Trading was 9.5 percent above the 30-day average.

“If you have global growth, companies can make longer-term decisions, which means expansion in production and employment, and therefore everyone’s using more commodities,” Paul Gardner, portfolio manager at Avenue Investment Management, said in a phone interview from Toronto. He helps manage C$300 million ($290 million). “If you have an economy back on track in the U.S., you will have normalized GDP growth, and that’s better for commodities.”

Best Warren Buffett Companies To Buy For 2014: K&S AG (KPLUY.PK)

K&S AG is a Germany-based holding company which is active in the chemical sector. The Company divides its activities into four main business segments. The Potash and Magnesium Products segment is engaged in the crude potash and magnesium salts extraction and in processing raw materials into products for industrial, pharmaceutical, cosmetics and food industries. The Nitrogen Fertilizers business segment distributes fertilizers for almost all agricultural crops, and products for home and garden, plant care and plant protection, specialty fertilizers for public green areas, tree nurseries, horticulture and various special crops are offered. The Salt segment offers food grade salt, industrial salt and salt for chemical use, as well as de-icing salt applied to ensure road safety. The Complementary Business segments include recycling activities and the disposal and reutilization of waste salt mines, granulation of CATASAN, logistics, and trading in different basic chemicals. Advisors’ Opinion:

  • [By Chris Damas]

    Other players, such as K+S (KPLUY.PK), Israel Chemicals and APC, Belaruskali and Soquimich (SQM) maintained their world shares at Uralkali’s expense.

Best Warren Buffett Companies To Buy For 2014: Elephant Talk Communications Corp (ETAK)

Elephant Talk Communications Corp., incorporated on September 26, 2011, is a provider of mobile networking software and services. The Company provides operating software, managed services, cloud and Software as a Service (SaaS) solutions, an integrated transaction and delivery platform to the mobile telecommunications industry globally. The Company’s products include remote health care, credit card fraud prevention, mobile Internet ID security, secure remote file access management, loyalty and transaction management services and a whole range of other emerging mobile services.

The Company empowers Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs) by providing a cloud based mobile communications infrastructure, operating software and managed services, based mostly on company developed and owned software. In addition to the mobile based services, the Company also provides landline services like Carrier Select and Carrier Pre-Select Services, Toll Free and Premium Rate Services to the business market through its fixed line telecom infrastructure and its centrally operated and managed ET Boss and Infitel platform.

Advisors’ Opinion:

  • [By Bryan Murphy]

    If you’re reading this, then odds are you already know that small caps WidePoint Corporation (NYSEMKT:WYY), CytRx Corporation (NASDAQ:CYTR), and Elephant Talk Communications Corp. (NYSEMKT:ETAK) are among the recent big winners from the small cap stock realm. ETAK is up 100% since the end of October, largely spurred by encouraging numbers in its third-quarter results. CYTR shares have rallied more than 150% in just the past three days on the heels of an announcement that a cancer drug the biotech company is developing has shown wonderful Phase 2 results. And, WYY has advanced 93% over the past month or so, thanks to Q3’s earnings announcement, though the trading public – and then the media – certainly took the ball and ran with it.

Best Warren Buffett Companies To Buy For 2014: Nuveen Equity Premium Opportunity Fund (JSN)

Nuveen Equity Premium Opportunity Fund (the Fund) is a diversified, closed-end management investment company. The Fund primarily invests in a diversified equity portfolio that seeks to substantially replicate price movements of either the Standard & Poor’s 500 Stock Index or a weighted average of the Standard & Poor’s 500 Stock Index and the NASDAQ-100 Index and is designed to support the Funds’ index option strategies. Nuveen Asset Management is the adviser of the Fund. The Adviser has engaged Gateway Investment Advisers, L.P. (Gateway/Sub-Adviser) as Sub-Adviser to provide discretionary investment advisory services.

The initial target weighting of the Fund’s equity portfolio in seeking to replicate the weighted average price movements of the market indexes will be 75% of the Standard & Poor’s 500 Stock Index and 25% of the NASDAQ-100 Index. Over time, these percentage weightings may vary as the result of relative changes in each index. The Fund intends to pu rsue its investment objectives by utilizing an index option strategy of selling index call options and buying index put options, each on the Standard & Poor’s 500 Stock Index and the NASDAQ-100 Index.

The Fund’s comparative benchmark performance is a blended return consisting of 75% of the return of the S&P 500 Index, and 25% of the return of the NASDAQ-100 Index, which includes 100 of the largest domestic and international non-financial companies listed on The NASDAQ Stock Market based on market capitalization. The NASDAQ-100 Index reflects companies across major industry groups, including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology.

Advisors’ Opinion:

  • [By Robert Hsu]

    Here are four to consider:

    PowerShares S&P 500 BuyWrite ETF (PBP), yielding 4.09%

    Madison/Claymore Covered Call & Equity Strategy (MCN), yielding 8.94%

    Nuveen Equity Premium Opportunity Fund (JSN), yielding 9.19%

    BlackRock Enhanced Dividend Achievers (BDJ), yielding 7.39%

    The yield on these funds is very attractive. Even more attractive is the fact that many buy-write funds actually are selling at a discount to their net asset value.

  • [By Robert Hsu]

    Name Type of Security  Recommendation  Kinder Morgan Energy Partners L.P. (NYSE: KMP)   MLP August 15, 2013  TeeKay LNG Partners L.P.  (NYSE: TGP)   MLP September 16, 2013  PowerShares S&P 500 BuyWrite Portfol ETF  (NYSE Arca: PBP)  Buy-Write ETF September 30, 2013  Madison Covered Call Equity Strtgy Fd (NYSE: MCN)  Buy-Write ETF September 30, 2013  Nuveen Equity Premium Opportunity Fund (NYSE: JSN)  Buy-Write ETF September 30, 2013  BlackRockEnhanced Dividend Achievers Tr (NYSE: BDJ)  Buy-Write ETF September 30, 2013  Vornado Realty Trust   (NYSE: VNO)  Real Estate
    Trust September 26, 2013 

    Robert Hsu is the editor of Permanent Wealth Investor and a former hedge fund portfolio manager at Wall Street powerhouse Goldman Sachs. He retired from Goldman at age 31. He since has come out of retirement to establish and preside over his money management firm, Absolute Return Capital Advisors. His retirement experience has given him his current mission: helping investors like you achieve their goal of comfortable retirement through profitable income strategies.

Best Warren Buffett Companies To Buy For 2014: Stepan Co (SCL)

Stepan Company, incorporated on February 19, 1959, produces specialty and intermediate chemicals, which are sold to other manufacturers and then made into a variety of end products. The Company serves principal markets, such as manufacturers of cleaning and washing compounds (including detergents, shampoos, fabric softeners, toothpastes and household cleaners), paints, cosmetics, food and beverages, agricultural products, plastics, furniture, automotive equipment, insulation and refrigeration. The Company has three segments: surfactants, polymers and specialty products. The Company operates in the geographical regions of North America, Europe, Latin America and Asia. As of December 31, 2012, the Surfactants segment accounted to 72%, Polymers segment accounted to 24% and Specialty segment accounted to 4% of the Company’s revenues. On March 22, 2012, the Company increased its controlling interest in Stepan Philippines Inc from 89% to 100%.


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Surfactants are used in a variety of consumer and industrial cleaning compounds as well as in agricultural products, lubricating ingredients, biodiesel and other specialized applications. The Surfactants are principal ingredients in consumer and industrial cleaning products, such as detergents for washing clothes, dishes, carpets, floors and walls, as well as shampoos, body washes, toothpastes and fabric softeners. Surfactants are manufactured at six North American sites (five in the United States and one in Canada), three European sites (United Kingdom, France and Germany), and three Latin American sites (Mexico, Brazil and Colombia), and one Asian site (Philippines and Singapore). The Company also holds a 50% ownership interest in a joint venture, TIORCO, LLC (TIORCO), that markets chemical solutions for increasing the production of crude oil and natural gas from existing fields.


Polymers generate its revenues primarily from the sal e of polyols and phthalic anhydride used in plastics, buildi! ng materials and refrigeration systems. It includes two primary product lines: polyols and phthalic anhydride. Polyols are used in the manufacture of rigid laminate insulation board for thermal insulation in the construction industry. Polyols are also a base raw material for flexible foams, coatings, adhesives, sealants and elastomers.

Phthalic anhydride is used in unsaturated polyester resins, alkyd resins and plasticizers for applications in construction materials and components of automotive, boating and other consumer products. In addition, phthalic anhydride is used internally in the production of polyols. In the United States, polymer product lines are manufactured at the Company’s Millsdale, Illinois, site. In Europe, polyols are manufactured at the Company’s subsidiaries in Germany and Poland. In Asia, polyols are produced at the Company’s 80% owned joint venture in Nanjing, China.

Specialty Products

Specialty products ar e used in food, flavoring and pharmaceutical applications. It includes flavors, emulsifiers and solubilizers used in the food and pharmaceutical industries. Specialty products are primarily manufactured at the Company’s Maywood, New Jersey, site.

Advisors’ Opinion:

  • [By Marc Bastow]

    Specialty chemical maker Stepan (SCL) raised its quarterly dividend 6% to 17 cents per share, payable on Dec. 13 to shareholders of record as of Nov. 29. This marks the 46th consecutive annual dividend increase.
    SCL Dividend Yield: 1.13%

  • [By Monica Gerson]

    Stepan Company (NYSE: SCL) is expected to report its Q3 earnings at $0.93 per share on revenue of $467.40 million.

    Lennox International (NYSE: LII) is projected to report its Q3 earnings at $1.28 per share on revenue of $877.87 million.

  • [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 Stepan (NYSE: SCL  ) , whose recent revenue and earnings are plotted below.

  • [By Seth Jayson]

    Basic guidelines
    In this series, I examine inventory using a simple rule of thumb: Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven’t materialized. Is the current inventory situation at Stepan (NYSE: SCL  ) out of line? To figure that out, start by comparing the company’s inventory growth to sales growth. How is Stepan doing by this quick checkup? At first glance, not so great Trailing-12-month revenue decreased 4.8%, and inventory increased 30.6%. Comparing the latest quarter to the prior-year quarter, the story looks potentially problematic. Revenue dropped 1.9%, and inventory grew 30.6%. Over the sequential quarterly period, the trend looks OK but not great. Revenue grew 6.9%, and inventory grew 9.5%.

Best Warren Buffett Companies To Buy For 2014: Vantiv Inc (VNTV)

Vantiv, Inc., formerly Advent-Kong Blocker Corp., incorporated on March 25, 2009, is a holding company that conducts its operations through its majority-owned subsidiaries, Vantiv Holding, LLC (Vantiv Holding) and Transactive Ecommerce Solutions Inc. (Transactive). The Company held 50.9% interest in the subsidiaries. The Company operates in two segments: Merchant Services and Financial Institution Services. The Company provides electronic payment processing services to merchants and financial institutions throughout the United States of America. The Company markets its services through diverse distribution channels, including a direct sales force, relationships with a range of independent sales organizations (ISOs), merchant banks, value-added resellers and trade associations as well as arrangements with core processors. In December 2012, the Company acquired Litle & Co.

The Company provides small and mid-sized clients with the solutions. In addition, it takes a consultative approach to providing services that help its clients enhance their payments-related services. The Company is also providing payment solutions for markets, such as prepaid, ecommerce and mobile payment offerings, because it processes payment transactions across the entire payment processing value chain on a single platform. The Company distributes its services through direct and indirect distribution channels. Its direct channel includes a national sales force that targets financial institutions and national merchants, regional and mid-market sales teams that sell solutions to merchants and third-party reseller clients and a telesales operation that targets small and mid-sized merchants. Its indirect channel to merchants includes relationships with a range of ISOs, merchant banks, value-added resellers and trade associations that target merchants, including small and mid-sized merchants. Its indirect channel to financial institutions includes relationships wit h third-party resellers and core processors.

M! erchant Services

The Company provides a suite of payment processing services, including acquiring and processing transactions, value-added services and merchant services for banks and credit unions. The Company authorizes, clears, settles and provides reporting for electronic payment transactions for its merchant services clients. Its client base includes over 400,000 merchant locations. The Company enables merchants of all sizes to accept and process credit, debit and prepaid payments and provide them supporting services, such as information solutions, interchange management and fraud management, as well as vertical-specific solutions in sectors, such as grocery, pharmacy, retail, petroleum and restaurants, including, quick service restaurants (QSRs).

The Company competes with Bank of America Merchant Services, Chase Paymentech Solutions, Elavon Inc., First Data Corporation, Global Payments, Inc., Heartland Payment Systems, Inc. and WorldPay US, I nc.

Financial Institution Services

The Company provides integrated card issuer processing, payment network processing and value-added services to financial institutions. Its services include a suite of transaction processing capabilities, including fraud protection, card production, prepaid cards and automated teller machine (ATM) driving and allow financial institutions to offer electronic payments solutions to their customers on a technology platform. The Company serves a diverse set of financial institutions, including regional banks, community banks, credit unions and regional personal identification number (PIN) debit networks. The Company focuses on small to mid-sized institutions. It provides a turnkey solution to such institutions to enable them to offer payment processing solutions. Its client base includes over 1,300 financial institutions. Its bank clients include Capital One Bank, Fifth Third Bank and First Niagara.

The Co mpany competes with Fidelity National Information Services, ! Inc., Fir! st Data Corporation, Fiserv, Inc., Total System Services, Inc. and Visa Debit Processing Service.

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 Vantiv (NYSE: VNTV  ) , whose recent revenue and earnings are plotted below.

Best Warren Buffett Companies To Buy For 2014: Jazz Pharmaceuticals Inc.(JAZZ)

Jazz Pharmaceuticals, Inc., a specialty pharmaceutical company, engages in the identification, development, and commercialization of pharmaceutical products to meet unmet medical needs. The company markets Xyrem, a sodium oxybate oral solution for the treatment of both cataplexy and excessive daytime sleepiness in patients with narcolepsy; and Luvox CR extended-release capsules for the treatment of obsessive compulsive disorder. Its product candidates under clinical development include JZP-6, a Phase III pivotal clinical trials completed product for the treatment of fibromyalgia; and JZP-8, an intranasal formulation of clonazepam, which has completed Phase II clinical trial for the treatment of acute repetitive seizures in epilepsy and solid oral dosage forms of sodium oxybate. The company sells its products through specialty sales force targeting sleep specialists, psychiatrists, neurologists, and pulmonologists. Jazz Pharmaceuticals, Inc. was founded in 2003 and is headq uartered in Palo Alto, California.

Advisors’ Opinion:

  • [By Michael Robinson]

    Jazz Pharmaceuticals PLC (JAZZ) has a strong expertise in treating narcolepsy, chronic pain, blood disease, cancer, and some psychiatric disorders.

  • [By Myra Ramdenbourg]

    Jazz Pharmaceuticals PLC (JAZZ): EVP and CFO Kathryn E. Falberg Sold 2,000 Shares

    On 02/12/2014, EVP and CFO Kathryn E. Falberg sold 2,000 shares at an average price of $157. The price of the stock has decreased by 1.12% since. Jazz Pharmaceuticals PLC has a market cap of $9.01 billion and its shares were traded at around $155.24. The company has a P/E ratio of 44.00 and P/S ratio of 10.96. Over the past five years, Jazz Pharmaceuticals PLC had an annual average earnings growth of 68.30%.

  • [By Jayson Derrick]

    Analysts at Barclays reinstated coverage of Jazz Pharmaceuticals (NASDAQ: JAZZ) with an Overweight rating and $200 price target. Shares gained 2.48 percent, closing at $155.24.

Best Warren Buffett Companies To Buy For 2014: EXFO Inc (EXFO)

EXFO Inc. provides next-generation test and service assurance solutions for wireline and wireless network operators and equipment manufacturers in the global telecommunications industry. It offers field-test platforms, including FTB-1 platform, a single-slot modular platform to fiber-optic, copper, Ethernet, fiber-to-the-home, and multiservice testing applications; FTB-200 compact platform, which include singlemode and multimode optical time-domain reflectometers, automated optical loss test sets, SONET/SDH analyzers up to 10 Gbit/s, and gigabit Ethernet and 10 gigabit Ethernet testers; and FTB-500 platform for datacom testing, OTDR analysis, optical loss, and Ethernet testing. The company also provides wireless test equipment comprising 2G, 3G, and 4G/LTE protocol analyzers that allow engineers to troubleshoot networks in order to find the source of errors and fix them. In addition, it offers wireline/wireless service assurance systems, including Brix System that delivers end-to-end quality of service and experience visibility, as well as real-time Internet protocol service monitoring and verification for next-generation networks. Further, EXFO Inc. provides IQS-600 platform to run various 100 optical test modules using a single controller unit; high-performance test modules; PSO-200 optical modulation analyzer; protocol analyzers for use in protocol analysis to verify correct network behavior; network simulators for regression and load testing applications; and mobile communications intelligence tools for police, armed forces, and other governmental organizations to fight organized crime and terrorists. The company sells its products through its direct sales force, sales representatives, and distributors. EXFO Inc. was founded in 1985 and is headquartered in Quebec, Canada.

Advisors’ Opinion:

  • [By Monica Gerson]

    EXFO (NASDAQ: EXFO) is expected to post its Q4 earnings at $0.05 per share on revenue of $60.94 million.

    Yum! Brands (NYSE: YUM) is estimated to post its Q3 earnings at $0.93 per share on revenue of $3.53 billion.

Best Warren Buffett Companies To Buy For 2014: Compania Mina Buenaventura S.A. (BVN)

Compania de Minas Buenaventura S.A.A., a precious metals company, engages in the exploration, mining, processing, and development of gold, silver, and other metals in Peru. It also explores for zinc, lead, and copper. The company operates the Orcopampa mine located in the province of Castilla in the department of Arequipa; the Uchucchacua mine located in the province of Oyon in the department of Lima; the La Zanja mine located in the district of Pulan in the province of Santa Cruz; the Antapite mine located in the province of Huaytara in the department of Huancavelica; the Julcani mine located in the province of Angaraes in the department of Huancavelica; and the Recuperada mine located in the province of Huancavelica in the department of Huancavelica. It also holds controlling interests in the Colquijirca and Marcapunta Norte mines located east of the city of Lima; and the Shila-Paula mines located in the province of Castilla in the department of Arequipa. In addition, th e company owns interests in various other mining companies. Further, it offers electric power transmission services; and geological, engineering, design, and construction consulting services to the mining sector. Compania de Minas Buenaventura S.A.A. was founded in 1953 and is headquartered in Lima, Peru.

Advisors’ Opinion:

  • [By Anthony Mirhaydari]

    Amid the chaos, safe haven assets like gold (GLD) are perking up in a big way — bringing buyers back into a sector that I think will continue to be a big performer throughout 2014. Here are three gold stocks to buy that are currently on the move:

    Breakout Gold Stocks to Buy: Compania de Minas Buenaventura (BVN)

    Compania de Minas Buenaventura (BVN) is a Peruvian gold and silver miner with operations throughout the country. Its output makes it the world’s third-largest producer of silver.

  • [By Ben Levisohn]

    Yesterday, for instance, the Wall Street Journal reported that local opposition to the Minas Conga project in Peru, a joint venture between Newmont Mining and Compania de Minas Buenaventura (BVN), could be dissipating. The Wall Street Journal reports:

  • [By Seth Jayson]

    Compañía de Minas Buenaventura S.A.A. (NYSE: BVN  ) is expected to report Q1 earnings around April 26. Here’s what Wall Street wants to see:

  • [By Seth Jayson]

    Compañía de Minas Buenaventura S.A.A. (NYSE: BVN  ) is expected to report Q2 earnings around July 26. Here’s what Wall Street wants to see: