Top 10 Financial Companies To Watch For 2014

Times have changed, and women are stepping in to close the gender gap in corporate America. More and more researchers are looking at the impact women have in the business world. And what they’re finding is that companies that embrace gender diversity — on their boards and in their management ranks — are reaping measurable financial rewards. 

Consider a research study conducted last year by Credit Suisse of companies with a market capitalization of $10 billion or more. It found that over a six-year period, companies with at least one female board member outperformed the investment return of companies that had all-male boards by 26%.

Perhaps this is in part because women offer a different perspective on business than their male counterparts. Or maybe it’s due to the changing consumer landscape, in which women are gaining footing on their male counterparts — in wages, workplace responsibilities, and even as business owners. After all, who is in a better position to help their company appeal to female customers than female leaders?

Top 10 Financial Companies To Watch For 2014: CoStar Group Inc (CSGP)

CoStar Group, Inc. (CoStar), incorporated on February 2, 1998, is a provider of information, analytics and marketing services to the commercial real estate industry in the United States and United Kingdom. The Company’s suite of online service offerings includes information about space available for lease, comparable sales information, tenant information, information about properties for sale, Internet marketing services, analytical capabilities, information for clients’ Websites, information about industry professionals and their business relationships, data integration and industry news. Its service offerings span all commercial property types, including office, industrial, retail, land, mixed-use, hospitality and multifamily. In April 2012, the Company completed the acquisition of LoopNet, Inc.

The Company’s subscription-based information services consist primarily of CoStar Property Professional, CoStar Tenant, CoStar COMPS Professional and FOCUS servi ces. CoStar Property Professional, CoStar Tenant, and CoStar COMPS Professional are generally sold as a suite of similar services and through its mobile application, CoStarGo, and consists of its primary service offering in its United States operating segment. FOCUS is its primary service offering in its International operating segment. As of January 31, 2013, our database of real estate information covered the U.S., London, England and other parts of the U.K., and contained information about approximately 1.6 million sale and lease listings; approximately 4.2 million total properties; approximately 9.0 billion square feet of sale and lease listings; Approximately 5.8 million tenants; approximately 1.9 million sales transactions valued in the aggregate at approximately $4.5 trillion, and approximately 13.8 million digital attachments, including building photographs, aerial photographs, plat maps and floor plans.

CoStar Property Professional

CoStar P roperty Professional (CoStar Property) is the Company’s fl! agship service. It provides subscribers an inventory of office, industrial, retail and multifamily properties and land in markets throughout the United States and United Kingdom, including for-lease and for-sale listings, historical data, building photographs, maps and floor plans. Commercial real estate professionals use CoStar Property to identify available space for lease, evaluate leasing and sale opportunities, value assets and position properties in the marketplace. Its clients also use CoStar Property to analyze market conditions by calculating current vacancy rates, absorption rates or average rental rates, and forecasting future trends based on user selected variables. When used together with CoStar Connect, CoStar Property enables subscribers to share space surveys and transaction-related documents with their clients, accessed through their corporate Website. CoStar Property, along with all of CoStar’s other core information, analytics and marketing services, is delivered solely via the Internet.

CoStar COMPS Professional

CoStar COMPS Professional (COMPS Professional) provides coverage of comparable sales information in the United States and United Kingdom commercial real estate industries. COMPS Professional offers subscribers numerous fields of property information, access to support documents (deeds of trust) for new comparables, demographics and the ability to view for-sale properties alongside sold properties in three formats, plotted on a map, aerial image or in a table.

CoStar Tenant

CoStar Tenant is a detailed online business-to-business prospecting and analytical tool providing commercial real estate professionals with the commercial real estate-related the United States and United Kingdom tenant information available. CoStar Tenant profiles tenants occupying space in commercial buildings across the United States and provides updates on lease expirations, as well as occupa ncy levels, growth rates and numerous other facts. Deliverin! g this in! formation through the Internet allows users to target prospective clients quickly through a searchable database that identifies only those tenants meeting certain criteria.

CoStarGo

CoStarGo is an iPad application, which integrates and provides mobile access to subscribers of its property, tenant and comparable sales information in our suite of online service offerings-CoStar Property Professional, CoStar Tenant and CoStar COMPS Professional. CoStarGo provides a single, location-centric mobile interface that allows users to access and display information on millions of properties and gain instant access to analytic data and demographic information from the field.

CoStar Advertising

CoStar Advertising offers property owners and brokers a targeted and way to market a space for lease or a property for sale directly to the CoStar subscribers looking for that type of space through interactive advertising. With the CoStar Adverti sing program, when the advertiser’s listings appear in a results set, they receive priority positioning and are enhanced to stand out. The advertiser can also purchase exposure in additional submarkets, or the entire market area so that this ad will appear even when this listing would not be returned in a results set.

PPR

The Company’s subsidiary, PPR, and its United Kingdom subsidiary, PPR United Kingdom, offer products and services designed to meet the research needs of commercial real estate investors and lenders. PPR covers metropolitan areas throughout the United States, United Kingdom and Europe, with offerings, including historical and forecast market data and analysis by market and property type, and services, including access to PPR’s analysts, economists, and strategists to develop and deliver custom research solutions. PPR Portal is PPR’s primary delivery platform for research, forecasts, analytics, and granular data surrounding a specific address and property type. PPR COMPASS is PPR’s ! premier c! ommercial real estate risk management tool.

Resolve Portfolio Maximizer

Resolve Portfolio Maximizer is an industry real estate portfolio management software solution. Resolve Portfolio Maximizer allows users to model partnership structures, calculate waterfall distributions and fees, model and analyze debt obligations, and create multiple what if scenarios for alternative investment decision.

Resolve Request

Request is the business intelligence software solution built specifically for managing commercial real estate investments. Request helps users eliminate some of the difficulties of consolidating real estate investment data from disparate sources and facilitates standardization of information presentation and reporting across an organization. Request also provides a platform for users to develop business intelligence and reporting capabilities.

VP Corporate Edition

The Company’s subsidiary, Vi rtual Premise, offers VP Corporate Edition, a real estate management software solution designed for corporate real estate managers, company executives, business unit directors, brokers and project managers. VP Corporate Edition helps users connect real estate initiatives with company strategic goals, streamline portfolio operations, automate the process for collecting and managing space requests, reduce occupancy costs with analytics that track location performance against targets, and maximize location performance through proactive portfolio management. Virtual Premise also provides lease abstraction and data review services in order to facilitate the effective implementation of this software solution.

VP Retail Edition

VP Retail Edition is a real estate management software solution designed for company executives, real estate dealmakers and store planning and construction managers. VP Retail Edition helps users to utilize and real-time data to est ablish goals and store strategies, manage the execution of r! eal estat! e strategies, summarize critical portfolio data and prerequisite store-level information and metrics for maximizing location performance through proactive portfolio management. Virtual Premise also provides lease abstraction and data review services in order to facilitate the effective implementation of this software solution.

LoopNet Basic and Premium Membership

The Company’s subsidiary, LoopNet, offer two types of memberships on the LoopNet marketplace, basic and premium. As of January 31, 2013, LoopNet had approximately 6.8 million registered members, of which 82,915 were premium members. LoopNet Premium Lister is designed for commercial real estate professionals and other customers who seek the broadest possible exposure for their listings, access to leads lists, and advanced marketing and searching tools. LoopNet Premium Searcher is designed for members searching for commercial real estate who need unlimited marketplace searching access, prof essional-quality reports and advanced searching tools.

LoopLink

LoopLink is an online real estate marketing and database services suite that enables commercial real estate firms to showcase their available properties both on the LoopNet marketplace and on the brokerage firm’s Website using hosted search software. Within LoopNet, each LoopLink listing is branded with the client’s logo and is hyperlinked to the client’s Website. The LoopNet import service offers the opportunity to simplify the process of submitting listings to LoopNet from the client’s internal databases, and features advanced data matching and data integrity rules and file conversion capabilities. LoopNet charges a monthly subscription fee to commercial real estate firms for the LoopLink service.

LandsofAmerica and LandAndFarm

LandsofAmerica and LandAndFarm are online marketplaces for rural land for sale. Sellers pay a fee to list their land for sal e, and interested buyers can search LoopNet’s listings for f! ree.

BizBuySell and BizQuest

BizBuySell and BizQuest are online marketplaces for operating businesses for sale. Business sellers pay a fee to list their operating businesses for sale, and interested buyers can search LoopNet’s listings for free. The BizBuySell and BizQuest Franchise Directories allow interested business buyers to search hundreds of franchise opportunities, and franchisors can list their availabilities in the directory on a cost per lead basis.

FOCUS

The Company’s the United Kingdom subsidiary, CoStar U.K. Limited, offers several services; its primary service is FOCUS. FOCUS is a digital online service offering information on the United Kingdom commercial real estate market. This service seamlessly links data on individual properties and companies across the United Kingdom, including comparable sales, available space, requirements, tenants, lease deals, planning information, socio-economics and demographics, credit ratings, photos and maps.

Grecam

The Company’s French subsidiary, Grecam S.A.S., provides commercial real estate information throughout the Paris region through its Observatoire Immobilier D’ Entreprise (OIE) service offering. The OIE service provides commercial property availability and transaction information to its subscribers through both an online service and market reports.

The Company competes with commercialsearch.com, PropertyLine.com, Reed Business Information Limited, officespace.com, MrOfficeSpace.com, TenantWise, Inc., www.propertyshark.com, WorkplaceIQ, RealPoint LLC, estatesgazette.com, Xceligent, Inc., eProperty Data, CBRE Economic Advisors, Marshall & Swift, Yale Robbins, Inc., Reis, Inc., Real Capital Analytics, Inc., The Smith Guide, Inc., Catalyst, the National Association of Realtors, CCIM Institute, Society of Industrial and Office Realtors the Commercial Association of Realtors Data Services, the Association of Industrial Realtors, Cougar Software, Yardi Systems, MRI ! Software,! Altus, Intuit Inc., Accruent, Tririga, Manhattan Software and AMT.

Advisors’ Opinion:

  • [By Dave and Donald Moenning]

    Internet Software & Services has been the place to be in 2013. In addition to Shutterstock (SSTK), just take a look at these constituents of this red-hot sub-industry: Pandora Media (P), Facebook (FB), j2 Global (JCOM), Yelp (YELP), CoStar Group (CSGP),LinkedIn (LNKD), etc. The list of superb stocks in the Internet Software & Services space goes on and on. Focusing on stocks in the top-performing sub-industries usually helps bullish trades, so today, let’s take a closer look at Shutterstock Inc for a short-term long trade.

Top 10 Financial Companies To Watch For 2014: Bank of Communications Co Ltd (BKFCF)

Bank of Communications Co., Ltd. is principally engaged in banking and related financial services. The Bank’s business is divided into four segments: personal banking, including personal savings, bank card, personal lending, payment and settlement, investment services, insurance services and wealth management; corporate banking, comprised of cash management, supplying chain financing, investment banking, financial institutional banking and asset custody services; international banking, consisting of foreign exchange wealth management, document settlement, remittance and bill services, trade finance and offshore banking, and e-banking, including personal online banking, enterprise online banking, mobile banking, telephone banking and self-help banking. Advisors’ Opinion:

  • [By MARKETWATCH]

    HONG KONG (MarketWatch) — Hong Kong stocks opened lower Tuesday, after China’s central bank reportedly drained 48 billion yuan ($7.9 billion) from the money market on Tuesday through bond-repurchase agreements. The Hang Seng Index (HK:HSI) moved lower by 0.3%. Banks retreated, as China Merchants Bank Co., (HK:3968) (CIHHF) declined 2.2%, Bank of Communications Co. (HK:3328) (BKFCF) fell 1.6%, China Minsheng Banking Corp. (HK:1988) (CMAKY) lost 1.4%, and China Citic Bank Corporation (HK:998) (CHCJY) dropped 1.2%. China’s Dongfeng Motor Group Co. (HK:489) , currently in negotiations to buy a stake in PSA Peugeot Citroen, suspended trading of its H-shares in Hong Kong markets. The state-owned car maker didn’t clarify the reason in the announcement. On Monday, the company said in a filing that its commercial-vehicle unit has been served with a request for arbitration by a Brazilian firm, which is seeking damages of approximately 1.67 billion Brazilian reals ($700 million) for Dongfeng’s failure to establish a joint venture with the firm. On the mainland, the Shanghai Composite Index (CN:SHCOMP) gave up 0.5% to 2,125.54.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Hong Kong stocks started modestly lower Thursday, tracking broad weakness in Asia, with mainland Chinese banks mixed after the release of November lending data. The Hang Seng Index (HK:HSI) lost 0.2% to 23,288.02, while the Hang Seng China Enterprises Index fell 0.4%. However, the Shanghai Composite (CN:SHCOMP) added 0.1% to 2,205.39 in choppy trade that saw it swing between positive and negative territory. Mainland Chinese banks saw mixed reaction after data showed new yuan-denominated loans rose to 624.6 billion yuan ($102 billion) in November, more than 100 billion yuan above the year-earlier figure and beating market forecasts of between 560 billion yuan and 580 billion yuan, according to the XInhua news agency. Among the top banks, Bank of China Ltd. (HK:3988) (BACHY) was up 0.3%, Bank of Communications Co. (HK:3328) (BKFCF) rose 0.2%, Agricultural Bank of China Ltd. (HK:1288) (ACGBF) traded flat, and Industrial & Commercial Bank of China Ltd. (HK:1398) (IDCBF) fell 0.6%. Shares of Aluminum Corp. of China Ltd. (HK:2600) (ACH) lost 0.7% after saying it could see a drop of up to 37% in output from a key Peruvian copper mine. Angang Steel Co. (HK:347) (ANGGF)

  • [By Daniel Inman]

    Bank stocks fell in Hong Kong after a sharp increase during the previous session. Bank of Communications (HK:3328)   (BKFCF)  dropped 1.9%, while Agricultural Bank of China (HK:1288)   (ACGBF)  managed a 0.3% gain.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Chinese stocks opened lower Thursday, with banks mostly weaker after a slew of earnings results from the top mainland Chinese lenders. Hong Kong’s Hang Seng Index (HK:HSI) fell 0.8% to 23,120.24, with the Hang Seng China Enterprises Index also 0.8% lower, while the Shanghai Composite (CN:SHCOMP) gave up 0.6% in early moves. Mostly disappointing earnings from some of the largest banks helped sink their shares. Industrial & Commercial Bank of China Ltd. (HK:1398) (IDCBF) dropped 1.7%, Bank of China Ltd. (HK:3988) (BACHY) retreated by 0.8%, and Bank of Communications Co. (HK:3328) (BKFCF) dropped 2.6% after all three posted lower profit growth than a year earlier, and with BoCom saying it could raise capital with a preferred-share issue. In other post-earnings reactions, China Minsheng Banking Corp. (HK:1988) (CMAKY) fell 3.2%, but Agricultural Bank of China Ltd. (HK:1288) (ACGBF) traded flat. In Shanghai, ICBC (CN:601398) lost 0.5%, Bank of China (CN:601988) fell 0.4%, BoCom (CN:601328) was down 1.6%, China Minsheng (CN:600016)

Top 10 Financial Companies To Watch For 2014: Pendrell Corp (PCO)

Pendrell Corporation (Pendrell), formerly ICO Global Communications (Holdings) Limited, incorporated on March 17, 2000, is a fully-integrated intellectual property (IP) investment and advisory company. The Company develops and implements strategies to create, acquire, commercialize and license IP. The Company provides IP valuation services, analysis and strategic advice through Pendrell’s wholly owned subsidiary, Pendrell Technologies LLC (PTL) and its wholly owned subsidiary, Ovidian Group LLC (Ovidian Group). It also assists its clients with a rangeof IP services, including IP valuation and investment analysis, IP landscape analysis, IP divestitures and IP risk mitigation strategies. On June 17, 2011, the Company acquired Ovidian Group. On October 31, 2011, the Company’s subsidiary, Pendrell Technologies LLC, acquired 90.1% interest in ContentGuard Holdings, Inc. In November 2011, Technicolor SA sold its 25.7% interest in ContentGuard to Pendrell Technologies LLC, a wholly owned subsidiary of Pendrell Corporation. During the year ended December 31, 2011, the Company completed the divestiture of its satellite communications assets. Effective February 25, 2013, the Company acquired 68% interest in Provitro Biosciences LLC.

The Company competes with Acacia Research Corporation, Coller IP Management, Intellectual Ventures, Mosaid, Rovi, RPX, Wi-Lan, Boston Consulting Group, Bain & Company and Red Chalk Group.

Advisors’ Opinion:

  • [By Roberto Pedone]

    Pendrell (PCO) is a fully integrated intellectual property investment and advisory firm. This stock closed up 2.3% to $2.18 in Tuesday’s trading session.

    Tuesday’s Range: $2.08-$2.22

    52-Week Range: $1.04-$2.71

    Tuesday’s Volume: 263,000

    Three-Month Average Volume: 457,962

    From a technical perspective, PCO bounced higher here back above its 50-day moving average of $2.16 with lighter-than-average volume. This move is quickly pushing shares of PCO within range of triggering a near-term breakout trade. That trade will hit if PCO manages to take out some near-term overhead resistance at $2.22 with high volume.

    Traders should now look for long-biased trades in PCO as long as it’s trending above Tuesday’s low of $2.08 or above $2 and then once it sustains a move or close above $2.22 with volume that hits near or above 457,962 shares. If that breakout triggers soon, then PCO will set up to re-test or possibly take out its next major overhead resistance levels at $2.50 to its 52-week high at $2.71.

Top 10 Financial Companies To Watch For 2014: WisdomTree Investments Inc (WETF)

WisdomTree Investments, Inc. is an asset management company that focuses on exchange-traded funds (ETFs). The Company’s family of ETF includes both fundamentally weighted funds that track its own indexes, and actively managed funds. It distributes its ETFs through all channels within the asset management industry, including brokerage firms, registered investment advisors, institutional investors, private wealth managers and discount brokers. As of December 31, 2011, the Company offered a family of 48 ETFs, which included 34 international and domestic equity ETFs, seven currency ETFs, five international fixed income ETFs and two alternative strategy ETFs.

Equity ETFs

The Company offers equity ETFs covering the United States, international developed and emerging markets. These ETFs offer access to the securities of large, mid and small-cap companies, companies located in the United States, developed markets and emerging markets, as well as compan ies in particular market sectors, including basic materials, energy, utilities and real estate. Its equity ETFs track its own fundamentally weighted indexes.

Currency ETFs

The Company offers currency ETFs that provide investors with exposure to developed and emerging market currencies, including the Chinese Yuan, the Brazilian Real and the Japanese Yen. Currency ETFs invest in the United States money market securities, forward currency contracts and swaps and seek to achieve the total returns reflective of both money market rates in selected countries available to foreign investors and changes to the value of these currencies relative to the United States dollar.

International Fixed Income ETFs

In August 2010, the Company launched an ETF that invests in a range of local debt denominated in the currencies of emerging market countries and in March 2011, it launched an ETF that invests in local debt denominated in the curre ncies of Asia Pacific ex-Japan countries. In March 2012, the! Company launched an emerging markets corporate bond ETF.

Alternative Strategy ETFs

In January 2011, the Company launched the managed futures strategy ETF. This fund seeks to achieve positive returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns. In July 2011, it launched a global real return ETF. This fund seeks total returns (capital appreciation plus income) that exceed the rate of inflation over long-term investment horizons. This fund combines domestic and global inflation-linked bonds with commodity strategies and gold exposure.

Index Based ETFs

Its equity ETFs seek to track the Company’s own fundamentally weighted indexes. Most of today’s ETFs track market capitalization weighted indexes and most of these indexes are licensed from third parties by ETF sponsors. The Company has developed fundamentally weighted indexes that weight companies by a mea sure of fundamental value. The Company benchmarks its fundamentally weighted indexes against traditional market capitalization-weighted indexes designed to track similar companies, sectors, regions or exposure.

Actively Managed ETFs

The Company’s actively managed ETFs include its currency, international fixed income and alternative strategy ETFs. The securities purchased and sold by its ETFs include the United States and foreign equities, forward currency contracts and the United States and foreign debt instruments. In addition, the Company enters into derivative transactions, in particular the United States-listed futures contracts, non-deliverable currency forward contracts, and total return swap agreements in order to gain exposure to commodities, foreign currencies, and interest rates. The exchanges these securities trade on include all the exchanges worldwide.

The Company competes with Vanguard, Charles Schwab, iShares and Focus Shares (through Scottrade Inc.).

Advisors’ Opinion:

  • [By Dan Newman]

    WisdomTree  (NASDAQ: WETF  ) , the fifth-largest ETF provider, has grown its average assets under management from less than $1 billion in 2006 to more than $23 billion this year, with an average ETF fee of 0.53%. The low-cost leader, Vanguard, keeps putting the pressure on competitors with extremely low expense ratios. For the Vanguard Total Stock Market ETF  (NYSEMKT: VTI  ) , the annual fee amounts to a paltry 0.05%.

  • [By Jonas Elmerraji]

    2013 has been a stellar year for asset manager WisdomTree Investments (WETF); shares have nearly doubled since the calendar flipped over to January. That’s not a huge surprise considering the fact that investment firms are effectively leveraged plays on this equity rally. But now, the technical setup forming in shares of WisdomTree points to even higher ground for the rest of the year.

    Right now, WETF is forming an ascending triangle pattern, a bullish setup that’s formed by a horizontal resistance level above shares at $14 and uptrending support to the downside. Basically, as WETF bounces in between those two technical levels, it’s getting squeezed closer and closer to a breakout above that $14 level. When that happens, investors have a buy signal.

    WisdomTree isn’t exactly cheap right now. From a fundamental standpoint, this stock looks downright pricey — but that has little to do with shares’ price action right now. Until the technicals change, the high probability returns remain on the long-side of WETF.

Top 10 Financial Companies To Watch For 2014: First Trust Exchange Traded Fund (FVL)

First Trust Value Line 100 Fund (the Fund) is a diversified closed-end management investment company. The Fund seeks to outperform the Standard & Poor’s 500 Composite Stock Price Index (the S&P 500 Index) by adhering to a strategy of investing in a diversified portfolio of the 100 common stocks ranked number 1 in Value Line’s Timeliness Ranking System. The Fund invests 80% of its net assets in the stocks that are ranked number one in the Value Line Timeliness Ranking System. As of March 31, 2006, the Fund had invested in sectors, such as household durables, metals and mining, specialty retail, oil and gas, software, machinery, hotels, restaurants and leisure, computers and peripherals, biotechnology, information technology services, and textiles, apparel and luxury goods.

As of March 31, 2006, the Fund’s top 10 holdings were Palm, Inc., United INDL Corp., AAR Corp., Accenture LTD, Citrix Systems, Inc., Cymer Inc., Guess, Inc., Henry Jack & Assoc., Inc., Micrel Inc. and Molecular Devices Corp. The Fund had a large capitalization orientation to its portfolio holdings as of December 31, 2005. As of December 31, 2005, the 100 stocks in the portfolio consisted of large-cap stocks (34), mid-cap stocks (35) and small-cap stocks (31). During the year ended December 31, 2005, the Fund posted a net asset value (NAV) total return of 11.9% and a market value total return of 7.5%. This compared to a gain of 4.8% for the S&P 500 Index. The Fund’s investment advisor is First Trust Advisors, L.P.

Advisors’ Opinion:

  • [By David Trainer]

    First Trust Value Line 100 ETF (FVL) is my worst-rated All Cap Blend ETF and Clarity Fund (CLRTX) is my worst-rated All Cap Blend mutual fund. FVL earns my Dangerous rating, while CLRTX gets my Very Dangerous rating.

  • [By David Trainer]

    First Trust Value Line 100 ETF (FVL) is in the Danger Zone this week. FVL is another example of a supposedly "passive" ETF that purportedly tracks an index but actually resembles an actively managed portfolio. FVL’s methodology tracks an index, but it is an index in name only.

Top 10 Financial Companies To Watch For 2014: PIMCO Intermediate Municipal Bond Strategy Fund (MUNI)

PIMCO Intermediate Municipal Bond Strategy Fund, formerly, PIMCO Intermediate Municipal Bond ETF (the Fund), seeks to achieve its investment objective by investing at least 80% of its assets in a diversified portfolio of debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax (Municipal Bonds). Municipal Bonds are issued by or on behalf of states and local governments and their agencies, authorities and other instrumentalities The Fund may only invest in the United States dollar-denominated investment grade debt securities, rated Baa or higher by Moody’s, or equivalently rated by S&P or Fitch. It may invest 25% or more of its total assets in Municipal Bonds that finance similar projects, such as those relating to education, health care, housing, transportation and utilities. The Fund’s investment advisor is Pacific Investment Management Company LLC (PIMCO). Advisors’ Opinion:

  • [By Mary Anne & Pamela Aden]

    The ones we like best and recommend buying are the iShares 20+ year Treasury Bond (TLT), the iShares 10-20 year Treasury Bond (TLH), Proshares Ultra 20+ year Treasury (UBT) and Pimco Intermediate Muni Bond strategy ETF (MUNI).

Top 10 Financial Companies To Watch For 2014: Credit Suisse Group AG (CSGN)

Credit Suisse Group AG is a Switzerland-based holding company engaged in private banking, investment banking and asset management areas. It operates through four divisions: Private Banking, which consists of the Wealth Management Clients and Corporate & Institutional Clients business; Investment Banking, provides a range of financial products and services, with a focus on client-driven, flow-based and capital-efficient businesses; Asset Management, offers a range of asset class products, including alternative investments, and multi-asset class solutions, including equities and fixed income products, and Shared Services, which provides centralized corporate services and business support for the Company’s divisions. Advisors’ Opinion:

  • [By Marie Mawad]

    Orange was advised by Credit Suisse Group AG (CSGN) and Messier, Maris & Associes. Altice was advised by Lazard Ltd. Goldman Sachs Group Inc lead the financing on the deal, working with Morgan Stanley, Deutsche Bank AG, Barclays Plc and Credit Agricole SA.

  • [By Nina Mehta]

    Credit Suisse Group AG (CSGN), operator of the largest U.S. dark pool, said it will no longer publicly disseminate monthly volume data for the private stock-trading venue, according to an executive at Tabb Group LLC.

  • [By Sharon Cho]

    Growing demand for the most-stable equities has spurred a record 31 straight days of foreign inflows into South Korean shares, while concern over Federal Reserve tapering and America’s debt-ceiling debate sent the benchmark gauge of U.S. stock volatility to a three-month high on Oct. 8. Credit Suisse Group AG (CSGN), UBS Wealth Management and Bank Julius Baer & Co. say they’re bullish on South Korea as smaller price swings lure investors to companies from SK Hynix Inc. (000660) to LG Chem Ltd. (051910)

  • [By Inyoung Hwang]

    Credit Suisse (CSGN)’s Chen took a new look at publicly listed private-equity firms, including Apollo Global Management LLC, Blackstone Group LP (BX) and Carlyle Group LP. (CG) Investors are still struggling to properly value them, he says.

Top 10 Financial Companies To Watch For 2014: EastGroup Properties Inc. (EGP)

EastGroup Properties, Inc., a real estate investment trust (REIT), focuses on the development, acquisition, and operation of industrial properties in the United States. As of December 31, 2007, it owned 202 industrial properties and 1 office building, as well as approximately 1.7 million square feet properties in Florida, Texas, Arizona, and California. The company has elected to be taxed as a REIT under the Internal Revenue Code. As a REIT, it would not be subject to federal income tax purposes, provided it distributes at least 90% of its REIT taxable income to its shareholders. EastGroup Properties, Inc. was founded in 1969 and is headquartered in Jackson, Mississippi.

Advisors’ Opinion:

  • [By Brad Thomas]

    Other REITs mentioned: (O), (NNN), (STAG), (DCT), (EGP), (PDM), (DRE), (LRY)

    Source: Chambers Street: More Liquidity Magic On The Way In REIT-Dom

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More…)

  • [By Rich Duprey]

    Sunbelt industrial property investor EastGroup Properties  (NYSE: EGP  )  announced yesterday its second-quarter dividend of $0.53 per share, the same rate it paid for the last three quarters after raising the payout 2%, from $0.52 per share. It had previously maintained that same payout rate since 2005.

Top 10 Financial Companies To Watch For 2014: United States Gasoline Fund LP (UGA)

United States Gasoline Fund, LP (UGA) is a commodity pool that issues limited partnership interests (units). The investment objective of UGA is for the changes in percentage terms of its units’ net asset value (NAV) to reflect the changes in percentage terms of the spot price of gasoline (also known as reformulated gasoline blendstock for oxygen blending (RBOB)) for delivery to the New York harbor, as measured by the changes in the price of the futures contract for gasoline traded on the New York Mercantile Exchange (the NYMEX) that is the near month contract to expire, except when the near month contract is within two weeks of expiration, in which case the futures contract will be the next month contract to expire, less UGA’s expenses. UGA seeks to achieve its investment objective by investing in a mix of Futures Contracts and Other Gasoline-Related Investments. United States Commodity Funds LLC (USCF) is the general partner of UGA and is responsible for the managemen t of UGA.

The net assets of UGA consist primarily of investments in futures contracts for gasoline, but may also consist of investment contracts for other types of gasoline, crude oil, heating oil, natural gas and other petroleum-based fuels that are traded on the NYMEX, ICE Futures or other United States and foreign exchanges (collectively, Futures Contracts). UGA may also invest in other gasoline-related investments, such as cash-settled options on Futures Contracts, forward contracts for gasoline, cleared swap contracts and over-the-counter transactions that are based on the price of gasoline, crude oil and other petroleum-based fuels, Futures Contracts and indices based on the foregoing (collectively, Other Gasoline-Related Investments).

Advisors’ Opinion:

  • [By Paul Ausick]

    The United States Gasoline ETF (NYSEMKT: UGA) is down about 0.9%, at $55.76, in a 52-week range of $53.35 to $65.86.

    The United States Brent Oil ETF (NYSEMKT: BNO) is down 1.6%, at $42.47 in a 52-week range of $36.88 to $45.05.

  • [By Paul Ausick]

    The United States Gasoline ETF (NYSEMKT: UGA) is down about 0.7%, at $60.48, in a 52-week range of $53.35 to $65.86.

    The United States Brent Oil ETF (NYSEMKT: BNO) is up less than 0.1%, at $44.38 in a 52-week range of $36.88 to $45.05. The annual high was also set today.

  • [By Paul Ausick]

    The United States Gasoline ETF (NYSEMKT: UGA) is up about 0.9%, at $62.75 in a 52-week range of $53.35 to $65.86.

    The United States Brent Oil ETF (NYSEMKT: BNO) is up 1.5%, at $89.43 in a 52-week range of $73.76 to $89.43. The annual high also was set today.

  • [By Paul Ausick]

    The United States Gasoline ETF (NYSEMKT: UGA) is up about 0.4%, at $60.40, in a 52-week range of $53.35 to $65.86.

    The United States Brent Oil ETF (NYSEMKT: BNO) is down 0.3%, at $84.68 in a 52-week range of $73.76 to $88.71.

Top 10 Financial Companies To Watch For 2014: Silver Bay Realty Trust Corp (SBY)

Silver Bay Realty Trust Corp., incorporated on June 29, 2012, is focused on the acquisition, renovation, leasing and management of single-family properties. The Company generates all of its revenue by leasing its portfolio of single-family properties.

As of September 30, 2012, the initial portfolio consisted of more than 2,540 single-family properties. As of September 30, 2012, Two Harbors owned a portfolio of approximately 1,660 single-family properties through its wholly owned subsidiary, Two Harbors Property Investment LLC. The Company is managed by PRCM Real Estate Advisers LLC.

Advisors’ Opinion:

  • [By Amanda Alix]

    Two Harbors is the parent of the newly minted Silver Bay Realty (NYSE: SBY  ) , one of only two single-family residential REITs currently cashing in on the foreclosure-to-rental craze that has been a hot sector over the past year or two. Two Harbors’ stock has fallen since the end of March as the company has paid a quarterly dividend of $0.32 per share, sold 50 million additional shares, and partitioned out shares of Silver Bay to its own investors. Two Harbors, like American Capital Agency, has also experienced a growth spurt since its inception, growing its portfolio from $520 million at March 31, 2010 to its current $14 billion. 

  • [By Amanda Alix]

    For Wall Street types, single-family foreclosures can be bought cheaply and in bulk, then fixed up and rented. Companies like the Blackstone Group (NYSE: BX  ) and Colony Financial (NYSE: CLNY  ) have been very active in this market, with the former purchasing 16,000 homes just last year, and the latter ramping up its own portfolio to approximately 7,000. This new industry has also spawned fresh entrants from the REIT field, Silver Bay Realty (NYSE: SBY  ) and Altisource Residential, (NYSE: RESI  ) two trusts that were spun off earlier this year from parent companies Two Harbors Investment (NYSE: TWO  ) and Altisource Portfolio Solutions (NASDAQ: ASPS  ) , specifically to take advantage of the boom in the foreclosure-to-rental market.

  • [By Amanda Alix]

    2013 is starting off sweet for the hybrid REIT
    Despite missing earnings per share estimates by $0.03, Two Harbors managed to keep its net interest spread at 2.9%, with no decrease from the previous quarter. The trust took a hit on book value of $0.35 — not too disappointing considering the special Silver Bay Realty (NYSE: SBY  ) dividend of $1.01 Two Harbors passed around with its own $0.32 payout, about six weeks ago.