Hot Net Payout Yield Stocks For 2015

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 Trulia (NYSE: TRLA  ) have risen over 14% today after the company delivered a decent earnings report paired with strong forward guidance.

So what: The housing-research site reported revenue of $24 million, a 97% increase over the year-ago period and above Wall Street’s $21.1 million consensus. However, a $0.02 loss per share came in below the consensus estimate of a $0.01 loss. Despite that whiff, Trulia now expects second-quarter revenue in the range of $27.3 million to $27.7 million, which comes in well ahead of the $24.5 million consensus. Trulia enjoyed 52% year-over-year growth in monthly unique visitors to a new total of 31.4 million, a 122% increase in mobile monthly unique visitors, and a 42% year-over-year increase in subscribers, to 27,920, bringing in about $187 per subscriber, which was a 46% year-over-year improvement. Big growth from tiny starting points all around!

Hot Net Payout Yield Stocks For 2015: Energizer Holdings Inc (ENR)

Energizer Holdings, Inc. (Energizer), incorporated on September 23, 1999, is the manufacturer and marketer of primary batteries, portable lighting and personal care products in the wet shave, skin care, feminine care and infant care categories. The Company manufactures and sells products in five product categories: wet shave, skin care, feminine care, infant care, battery and portable lighting products. On October 23, 2013, it completed the acquisition of the Stayfree pad, Carefree liner and o.b. tampon feminine hygiene brands in the United States, Canada and the Caribbean from McNeil PPC, Inc. and Johnson & Johnson, Inc., members of the Johnson & Johnson Family of Consumer Companies.

Personal Care

The Personal Care division includes wet shave products sold under the Schick, Wilkinson Sword, Edge, Skintimate and Personna brand names, skin care products sold under the Banana Boat, Hawaiian Tropic, Wet Ones and Playtex brand names, and feminine car e and infant care products sold under the Playtex and Diaper Genie brand names globally. The Company manufactures and distributes Schick and Wilkinson Sword razor systems, composed of razor handles and refillable blades, and disposable shave products for men and women. The Company markets its wet shave products globally. The Company also manufactures, distributes and sells a complete line of private label and value-priced wet shaving disposable razors, shaving systems and replacement blades. These wet shave products are sold primarily under a retailer’s store name or under value brand names such as Personna and GEM.

Household Products

Energizer’s Household Products division manufactures and markets product portfolios in household batteries, specialty batteries and lighting products. In household batteries, the Company offers batteries using carbon zinc, alkaline, rechargeable and lithium technologies. The Company distributes its portfolio of househo ld and specialty batteries and portable lighting products th! rough a global distribution network, which also provides a platform for the distribution of its personal care products.

The Company competes with Duracell International, Inc., Panasonic Corporation, Procter & Gamble Company, Bic Group, Kimberly-Clark Corp., Merck & Co., Inc. and Johnson & Johnson.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Visa (V) gained 2.8% this week and Walt Disney (DIS) rose 2.7% to $80.31, to lead the Dow higher. Visa managed to gain despite sanctions being imposed on two Russian banks. Pepco Holdings (POM) surged 24% after it agreed to be purchased by Exelon (EXC) for $27.25 a share in an all-cash deal. Exelon dropped 1.2% this week. Energizer (ENR) jumped 17% after it said it would split itself into two companies.

  • [By Ben Levisohn]

    Energizer (ENR) reported earnings today, but who cares about financial results when you’ve decided to split in two?

    Associated Press

    And that’s exactly what Energizer has decided to do. Citigroup’s Wendy Nicholson and Beth Kite note that the quarter doesn’t “reflect great fundamentals” but the split-up is “great for the stock.” She explains:

    We’re pleased ENR reconfirmed guidance, as while the pressure to batteries sales accelerated in the quarter, the restructuring program is once-again tracking ahead of plan. ENR has banked $96 mm in restructuring savings YTD, such that it upwardly revised its FY14 savings goal to $100-$125 mm from $100 mm, previously. Clearly, today’s results pale in comparison to the news that the company is splitting its Household Products and Personal Care segments into two stand-alone businesses. We were surprised and we think investors are likely surprised by this news, as ENR’s management has repeatedly said they think the businesses create the most value under one company.

    Shares of Energizer have jumped 15% to $112.37 at 10:24 a.m. today, while Spectrum Brands (SPB) has risen 1.4% to $76.88 and Kimberly Clark (KMB) has gained 1% to $112.14.

Hot Net Payout Yield Stocks For 2015: Lanxess AG (LXS)

Lanxess AG is a Germany-based chemical holding company. Its activities are divided into three main segments. The Performance Polymers segment encompasses the activities of the Lanxess Group in the production of rubber and plastics, and includes Butyl Rubbers, Performance Butadiene Rubbers, Technical Rubber Products and Semi-Crystalline Products business units. The Advanced Intermediates segment is engaged in the development, production and marketing of industrial and fine chemicals and includes Basic Chemicals and Saltigo business units. The Performance Chemicals segment combines the Group’s application-oriented activities in the field of process and functional chemicals, and includes Material Protection Products, Inorganic Pigments, Functional Chemicals, Leather, Rhein Chemie, Rubber Chemicals and Ion Exchange Resins business units. The Company operates worldwide through its subsidiaries. Advisors’ Opinion:

  • [By Sofia Horta e Costa]

    ThyssenKrupp AG (TKA), Germany’s largest steelmaker, rose to a five-week high. YOC AG (YOC) surged the most in more than three months after the mobile-phone advertising company said it sold 1.3 million euros ($1.7 million) of shares to increase capital. Lanxess AG (LXS), the chemical maker that joined the DAX in September, retreated 3.4 percent.

  • [By Jonathan Morgan]

    Lanxess AG (LXS), which makes specialty chemicals, plastics, and rubber used in car tires, jumped 6.6 percent to 57.21 euros. Michelin & Cie, Europe’s largest tiremaker, today reiterated its 2013 profit forecast as growing demand for high-margin tires for mining vehicles helps offset declining demand in Europe.

Hot Net Payout Yield Stocks For 2015: Peregrine Pharmaceuticals Inc.(PPHM)

Peregrine Pharmaceuticals, Inc., a clinical stage biopharmaceutical company, engages in the research and development of monoclonal antibodies for the treatment of cancer and viral infections. Its products under development include bavituximab, a phosphatidylserine-targeting antibody, which is in Phase II trials for the treatment of front-line and second-line non-small cell lung cancer (NSCLC), and pancreatic cancer; and Cotara, a DNA/histone-targeting antibody that is in Phase II trial for the treatment of recurrent glioblastoma multiforme. The company is also developing bavituximab in combination with ribavirin, which is in Phase II clinical trial for the treatment of patients with genotype-1 hepatitis C virus infection. In addition, it has investigator-sponsored trial programs that evaluate bavituximab for the treatment of patients with liver cancer, second-line castration resistant prostate cancer, HER-2 negative metastatic breast cancer, and locally advanced or metasta tic NSCLC. Further, the company, through its wholly-owned subsidiary, Avid Bioservices, Inc., provides integrated current Good Manufacturing Practices (cGMP) commercial and clinical manufacturing services in the United States, including contract manufacturing of antibodies, recombinant proteins, and enzymes; cell culture development; process development; and testing of biologics for biopharmaceutical and biotechnology companies under cGMP. It has licensing agreements with the University of Texas Southwestern Medical Center; Merck KGaA; SuperGen, Inc.; and Affitech A/S. Peregrine Pharmaceuticals, Inc. intends to sell its products in the United States and internationally in collaboration with marketing partners or through a direct sales force. The company was founded in 1981 and is based in Tustin, California.

Advisors’ Opinion:

  • [By Sean Williams]

    Also gaining double digits on the week was the highly embattled Peregrine Pharmaceuticals (NASDAQ: PPHM  ) which rallied after the FDA approved its late-stage trial design for its second-line non-small-cell lung cancer immunotherapy, Bavituximab. While trial design approvals are rarely big news, it is in this case because mid-stage results for Bavituximab have been all over the place. At first Bavituximab demonstrated a better than doubling in progression-free survival followed weeks later by management’s insistence that investors were not to trust the data. A few months later, following a review, we were told to trust the data again. This filing helps relieve some of the confusion surrounding Peregrine’s mid-stage results, and hopefully its phase 3 study will be black-and-white obvious as to whether Bavituximab provides a statistically significant benefit.

  • [By Sean Williams]

    What: Shares of Peregrine Pharmaceuticals (NASDAQ: PPHM  ) , a biopharmaceutical company developing monoclonal antibodies to treat cancer, jumped as much as 19% after the company reported final data on its mid-stage second-line non-small cell lung cancer drug, Bavituximab, at the annual American Society of Clinical Oncology meeting.

Hot Net Payout Yield Stocks For 2015: 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
    Investment
    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.

Hot Net Payout Yield Stocks For 2015: Omega Healthcare Investors Inc.(OHI)

Omega Healthcare Investors, Inc. operates as a real estate investment trust (REIT) in the United States. The company invests in healthcare facilities, principally long-term healthcare facilities in the United States. It provides lease or mortgage financing to qualified operators of skilled nursing facilities (SNFs), as well as to assisted living facilities (ALFs), independent living facilities (ILFs), and rehabilitation and acute care facilities. As of March 31, 2011, the company?s portfolio of real estate investments consisted of 400 healthcare facilities, including 370 SNFs, 10 ALFs, 5 specialty facilities, fixed rate mortgages on 13 SNFs, and 2 SNFs that are held-for-sale located in 35 states. Omega Healthcare Investors, Inc. has been qualified as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its shareholders. The company was founded in 1992 and is bas ed in Hunt Valley, Maryland.

Advisors’ Opinion:

  • [By Marc Bastow]

    Self-administered healthcare facilities real estate investment trust Omega Healthcare Investors (OHI) raised its quarterly payout 2% to 50 cents per share payable May 15 to shareholders of record April 30.
    OHI Dividend Yield: 5.63%

  • [By Charles Sizemore]

    Omega Healthcare Investors (OHI) is a more focused option, getting virtually all of its revenues from skilled nursing an assisted living facilities. It also happens to pay one of the highest dividend yields on offer at 6.4% and has doubled its dividend over the past 7 years.

  • [By Dividends4Life]

    This week a few companies answered the call and rewarded their shareholders with higher cash dividends:

    Consolidated Edison Inc. (ED) engages in regulated electric, gas, and steam delivery businesses. January 16th the company increased its quarterly dividend 2.4% to $0.63 per share. The dividend is payable March 15, 2014, to stockholders of record on February 12, 2014. The yield based on the new payout is 4.7%.

    Cousins Properties Incorporated (CUZ), a real estate investment trust (REIT), owns, develops, and manages real estate portfolio, as well as performs certain real estate-related services. January 16th the company increased its quarterly dividend 66.7% to $0.075 per share. The dividend is payable February 24, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.8%.

    Wisconsin Energy Corporation (WEC) generates and distributes electric energy, as well as distributes natural gas. The company operates in two segments, Utility Energy and Non-Utility Energy. January 16th the company increased its quarterly dividend 2% to $0.3900 per share. The dividend is payable March 1, 2014, to stockholders of record on February 14, 2014. The yield based on the new payout is 3.8%.

    BlackRock Inc. (BLK) is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors. January 16th the company increased its quarterly dividend 14.9% to $1.93 per share. The dividend is payable March 24, 2014, to stockholders of record on March 7, 2014. The yield based on the new payout is 2.4%.

    ONEOK Inc. (OKE) operates as a diversified energy company in the United States. January 15th the company increased its quarterly dividend 5.3% to $0.40 per share. The dividend is payable February 18, 2014, to stockholders of record on February 10, 2014. The yield based on the new payout is 2.5%.

    Omega Healthcare Investors Inc. (OHI) is a real es

Hot Net Payout Yield Stocks For 2015: Washington Real Estate Investment Trust(WRE)

Washington Real Estate Investment Trust is an equity real estate investment trust (REIT). The company engages in the ownership, operation, and development of real properties. The firm invests in real estate markets of the greater Washington D.C. metro region. It focuses on office, medical office, industrial/flex space, retail, and multifamily real estate investments. Washington Real Estate Investment Trust was founded in 1960 and is based in Rockville, Maryland.

Advisors’ Opinion:

  • [By Rich Duprey]

    Commercial and residential income-producing property REIT Washington Real Estate Investment Trust (NYSE: WRE  ) announced yesterday its third-quarter dividend of $0.30 per share, the same rate it’s paid for the past four quarters.