Top 10 Services Companies To Own For 2016

The major U.S. stock indices posted another negative weekly close last week, led lower by the small-cap Russell 2000, which lost 1.4% and is now down 1.9% for 2016. The tech-heavy Nasdaq 100, another perennial market leader, fell 0.3% and is down 5.7% for the year.

The market is at an important near-term decision point. Stocks must quickly and aggressively resume their advance or risk slipping into a deeper decline.

The two hardest hit sectors last week were energy (-3.3%) and financial services (-2.5%), while real estate was the best-performing sector (+3.7%). The movement in the latter two was driven by falling long-term interest rates.

Despite weakness in energy, the table below shows that the biggest positive percentage change in sector bet-related assets over the past one-month and three-month periods were into this sector. As long as these positive asset flows continue, energy stocks still have the potential to move significantly higher in the weeks and months ahead.

Top 10 Services Companies To Own For 2016: Francesca's Holdings Corporation(FRAN)

 

Francesca’s Holdings Corporation, through its subsidiaries, operates a chain of retail boutiques. It offers fashion apparel, jewelry, accessories, and gifts primarily for women between the ages of 18 and 35. The companys apparel products comprise dresses, fashion tops, sweaters, cardigans and wraps, bottoms, outerwear and jackets, tees and tanks, and intimates; and jewelry includes necklaces, earrings, bracelets, and rings. Its accessories consist of handbags, clutches, wallets, shoes, belts, hats, scarves, sunglasses, watches, and hair accessories; and gifts include fragrances, candles, bath and body, home accessories, books, wall art, nail polish, and miscellaneous items. As of March 23, 2016, the company operated 626 boutiques in 48 states and the District of Columbia. The company also sells its products through its Website at francescas.com. Francesca’s Holdings Corporation was founded in 1999 and is headquartered in Hou ston, Texas.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Francesca’s Holdings (FRAN) has jumped 5.4% to $11.00 after beating earnings forecasts.

    Restoration Hardware (RH) has tumbled 20% to $28.92 after slashing its full-year guidance. Restoration Hardware was also cut to Market Perform from Outperform at Telsey Advisory Group.

Top 10 Services Companies To Own For 2016: Gap, Inc. (The)(GPS)

 

The Gap, Inc. operates as an apparel retail company worldwide. It offers apparel, accessories, and personal care products for men, women, and children under the Gap, Banana Republic, Old Navy, Athleta, and Intermix brands. The company provides apparel, eyewear, jewelry, shoes, handbags, and fragrances; and performance and lifestyle apparel for use in yoga, strength training, and running, as well as seasonal sports, including skiing and tennis. The Gap, Inc. offers its products through company-operated stores, franchise stores, Websites, e-commerce and social media sites, and catalogs. The company has franchise agreements with unaffiliated franchisees to operate Gap, Banana Republic, and Old Navy stores in Asia, Australia, Europe, Latin America, the Middle East, and Africa. As of January 30, 2016, it operated, 3,721 company-operated and franchise store locations. The company was founded in 1969 and is headquartered in San Franc isco, California.

Advisors’ Opinion:

  • [By Mike Deane]

    On Thursday, The Gap Inc. (GPS) released its sales figures for August, posting an increase in monthly net sales from last year’s period ending August 25th.

    The San Francisco, CA-based clothing company announced sales of $1.23 billion for the four-week period ending August 31, which was up from last year’s figure of $1.2 billion.

    There were 53 weeks in Gap’s fiscal 2012, and due to this the comparable sales for August 2013 are compared to the period ending September 1, 2012. Though comparable sales were up 2% for this August, this is far below last year’s August comps, which boasted a 9% increase.

    Gap’s shares were down 16 cents, or .39%, at market close today. YTD, the company’s stock is up more than 30%.

  • [By Ben Levisohn]

    Shares of Gap (GPS) have jumped nearly 5% today but it’s hard to find anyone who’s excited by its same-store-sales beat (Gap reported that sales at stores existing for at least 13 months had dropped 6%, less bad than the 7.2% drop forecast by analysts). This take from Guggenheim’s Howard Tubin and Paola Duguet is typical:

    Christopher Dilts/Bloomberg

    Ongoing traffic headwinds were likely to blame for the soft results. However, management noted that business improved leading into Memorial Day weekend. We believe the arrival of spring-like weather across several parts of the country likely contributed to the improvement.

    We are seeing an improvement in the most recent assortments at Gap and Banana Republic. At Gap, we are seeing a greater use of bright colors and more variety with regard to silhouette. We would call out the double-strap print maxi dress and 戮 sleeve eyelet top as examples. At Banana Republic, we are seeing more key items, commercially friendly prints, and democratic fits. We would highlight the selection of featherweight merino wool knits and capsule of neutral-colored snakeskin printed items as styles that we expect to be popular among shoppers. However, these improvements are not yet broad-based enough to meaningfully improve the comp trend, in our view.

    We maintain our wait and see approach with Gap shares. All three divisions are now posting negative comps despite efforts by management to revamp business. We remain Neutral until we see managements many initiatives begin to gain traction.

    The problem: Waiting for initiatives to “gain traction” is a recipe for missing the move higher in Gap shares. Right now, Gap trades at 9.9 times 12-month earnings forecasts, near its lowest on record. And after gaining 4.6% to $19.17 at 1:41 p.m. today, it’s back at levels last seen in 2012.

    None of that means that Gap shares will be a winner. But for investors looking for a s

  • [By Monica Gerson]

    Gap Inc (NYSE: GPS) reported a 6 percent drop in its same-store sales for March 2016, versus to a 2 percent gain during the same period last year. The company saw net sales for the five-week period ended April 2 fall around 6.5 percent on a year-over-year basis to $1.43 billion. Gap shares tumbled 8.78 percent to $25.26 in the after-hours trading session.

  • [By Monica Gerson]

    Gap Inc (NYSE: GPS) reported a 7 percent drop in its same-store sales for April. The company’s total sales declined to $1.12 billion, from $1.21 billion in the year-ago month. Gap also issued a weak forecast for the first quarter. Gap shares dipped 13.53 percent to $18.86 in the after-hours trading session.

Top European Companies To Own For 2016: Luby's, Inc.(LUB)

 

Lubys, Inc., through its subsidiaries, operates as a multi-brand restaurant company in the United States. The company operates in three segments: Company-Owned Restaurants, Franchise Operations, and Culinary Contract Services. Its primary brands include Lubys Cafeteria, Fuddruckers – Worlds Greatest Hamburgers, and Lubys Culinary Contract Services; and other brands comprise Cheeseburger in Paradise and Bob Lubys Seafood. The company also offers culinary contract services consisting of contract arrangements to manage food services for clients operating in healthcare, higher education, and corporate dining businesses. As of December 3, 2015, it operated 94 Luby’s Cafeterias, 76 Fuddruckers restaurants, 8 Cheeseburger in Paradise full service restaurants and bars, and 1 Bob Luby’s Seafood Grill; and franchised 106 Fuddruckers franchise locations across the United States, including Puerto Rico, as well as Canada, Mexico, Italy, Poland, Chile, and the Dominican Republic. In addition, the company provides food service management to 21 sites. The company, formerly known as Lubys Cafeterias, Inc., was founded in 1947 and is headquartered in Houston, Texas.

Advisors’ Opinion:

  • [By Monica Gerson]

    Luby’s, Inc. (NYSE: LUB) is expected to post earnings for the latest quarter.

    Simulations Plus, Inc. (NASDAQ: SLP) is estimated to post its quarterly earnings at $0.07 per share on revenue of $5.00 million.

Top 10 Services Companies To Own For 2016: Signet Jewelers Limited(SIG)

 

Signet Jewelers Limited engages in the retail sale of jewelry and watches in the United States, the United Kingdom, the Republic of Ireland, and the Channel Islands. Its Sterling Jewelers division operates stores in malls and off-mall locations under the Kay Jewelers, Kay Jewelers Outlet, Jared The Galleria Of Jewelry, Jared VaultTM, Jared Jewelry BoutiqueTM, Jared Vivid, JB Robinson Jewelers, Marks & Morgan Jewelers, Every kiss begins with Kay, He went to Jared, Celebrate Life. Express Love., the Leo Diamond, Hearts Desire, Artistry Diamonds, Charmed Memories, Diamonds in Rhythm, and Open Hearts by Jane Seymour names. As at January 31, 2015, it operated 1,504 stores in 50 states. The companys Zale division operates jewelry stores and mall-based kiosks in shopping malls under the Zales, Zales JewelersTM, Zales the Diamond Store, Zales the Online Diamond StoreTM, Zales Outlet, Gordon’s Jewelers, Peoples Jewellers, Peoples the Diamond Store, Peoples Outlet the Diamond Store, Mappins, Piercing Pagoda, Arctic Brilliance Canadian DiamondsTM, Candy Colored Diamonds and Gemstones, Celebration Diamond, The Celebration Diamond Collection, and Unstoppable LoveT names. As of January 31, 2015, it operated 972 jewelry stores and 605 mall-based kiosks. Its UK Jewelry division operates stores in shopping malls and prime High Street locations under the H.Samuel, Ernest Jones, Ernest Jones Outlet Collection, Leslie Davis, and Forever Diamonds names. As at January 31, 2015, this division operated 498 stores. The company also operates a diamond polishing factory, which is involved in diamond sourcing and manufacturing activities. Signet Jewelers Limited was founded in 1950 and is based in Hamilton, Bermuda.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Cowen’s Oliver Chen and team call Signet Jewelers (SIG) a “‘must have’ stock” following yesterday’s earnings. They explain why:

    SCOTT EELLS/BLOOMOBERG NEWS

    We continue to see multiple positive catalysts of sales & earnings growth over the long-term, including: agile leverage of proprietary brand portfolio (~31% of mix), inelastic bridal demand (50% of mix), and a healthy middle income consumer. Near-term, we’re encouraged by mgmt. confidence in the business with FY17 outlook for top & bottom line exceeding expectations. We acknowledge FY17 comp guide implies a 2H acceleration, but still appears achievable on: 1) momentum continuing to build with the Ever Us collection compounded by new line extensions (e.g. earrings & bracelets); 2) roll-out of Pandora shop-in-shops + new Chosen Diamond program; 3) further refining of marketing campaigns; 4) Zales synergies; and 5) cont’d investments in store ops/sales training. In terms of profitability, mgmt. expects both GM and SG&A leverage to drive strong earnings flow during the year, with GM improvement driven by higher sales & synergies, while SG&A leverage expected to flow due to marketing & organizational design efficiencies. Reit. Outperform on SIG with $165PT on 17x FY18 EPS.

    Shares of Signet Jewelers gained 3.4% to $121.42 this week.

  • [By Ben Levisohn]

    Tiffany (TIF) is having trouble. Signet Jewelers (SIG), a down-market competitor, is not.

    SCOTT EELLS/BLOOMOBERG NEWS

    Shares of Signet Jewelers have gained 3.4% to $122.10 at 11:44 a.m. today after the parent company of Zale and other mall diamond stores met earnings forecasts and offered upbeat guidance. Cowen’s Oliver Chen and team have the details:

  • [By Ben Levisohn]

    Cowen’s Oliver Chen and team cut their rating on Tiffany (TIF) to Market Perform from Outperform, citing “uncontrollable risks,” and stating a preference forSignet Jewelers (SIG). They explain:

Top 10 Services Companies To Own For 2016: Halliburton Company(HAL)

Halliburton Company provides various products and services to the energy industry for the exploration, development, and production of oil and natural gas worldwide. It operates in two segments, Completion and Production, and Drilling and Evaluation. The Completion and Production segment offers production enhancement services, completion tools and services, cementing services, and Boots & Coots. Its production enhancement services include stimulation and sand control services; completion tools and services comprise subsurface safety valves and flow control equipment, surface safety systems, packers and specialty completion equipment, intelligent completion systems, expandable liner hanger systems, sand control systems, well servicing tools, and reservoir performance services; cementing services consist of bonding the well and well casing, while isolating fluid zones and maximizing wellbore stability, and casing equipment; and Boots & Coots include well intervention services , pressure control, equipment rental tools and services, and pipeline and process services. The Drilling and Evaluation segment provides field and reservoir modeling, drilling, evaluation, and wellbore placement solutions that enable customers to model, measure, and optimize their well construction activities. Its services comprise fluid services, drilling services, drill bits, wireline and perforating services, testing and subsea services, software and asset solutions, and integrated project management and consulting services. The company serves independent, integrated, and national oil companies. Halliburton Company was founded in 1919 and is headquartered in Houston, Texas.

Advisors’ Opinion:

  • [By Ben Levisohn]

    On a great day for theVanEck Vectors Oil Services ETF (OIH) and big holdings like Schlumberger (SLB), Halliburton (HAL), and Baker Hughes (BHI), Weatherford International (WFT) is doing better than most. One reason: Barclays analystsJ. David Anderson andWilliam Thompson upgraded Weatherford to Overweight from Equal Weight. They explain why:

  • [By Ben Levisohn]

    FBR’s Thomas Curran and Mark Kelley contend that Halliburton (HAL) and Baker Hughes (BHI) will need General Electric’s (GE) help if their merger–blocked yesterday by the Department of Justice–is to succeed:

    Associated Press

    Confirming the past week’s media reports, the U.S. Department of Justice (DOJ) announced yesterday, April 6, that it will sue to block the Halliburton-Baker Hughes merger. Based on our initial take, the crux of the DOJ’s objection is that Halliburton’s proposal does not create an adequate replacement for Baker Hughes. In an immediate press release,Halliburton replied that the two companies will “vigorously contest” the DOJ’s case; and, as both stocks rose in an oil price surgefueled group rally, the spread actually narrowed modestly. We suspect the spread’s move from $18.17 (implied gross return of 46.2%) to $16.98 (39.7%) reflected surprise by some thatHalliburton believes it still has a case. Cognizant of the now much lower odds of closing, we still like BHI’s risk/reward here: Should the deal fail, it will benefit from the $3.5B breakup fee, with the ability to fully implement restructuring initiatives that have bee n constrained by the merger agreement ($100M in 4Q15, or 300 bps of margin) and a spreading perception that it is back in play; should the deal succeed, the stock will deliver a 40% return, all else constant, within three to four months…

    Any “Hail Mary” solution still likely relies on GE Oil & Gas (GE). Based on the trail of evidence to date, we presume the “prospective buyer” that Halliburton has had “lengthy discussions” with is General Electric. We have long held that, should the deal succeed, it will be because General Electric agrees to buy most, if not all, of the assets; we believe the DOJ’s complaint reinforces this view.

    Shares of Halliburton have dropped 1.2% to $36

  • [By Benzinga News Desk]

    Microsoft (NASDAQ: MSFT) Reports Q4 EPS $0.69 vs. Est. $0.58, Rev. $22.64B vs. Est. $22.14B
    Intuitive Surgical (NASDAQ: ISRG) Reports Q2 GAAP EPS $4.71, Adj. EPS $5.62 vs $4.97 Est., Sales $670.1M vs $540.7M Est.
    Halliburton (NYSE: HAL) Q2 EPS ($0.14) vs ($0.19) est, Revenue $3.84B vs $3.75B est
    Morgan Stanley (NYSE: MS) Q2 EPS $0.75 vs $0.59 est, Revenue $8.9B vs $8.3B est

Top 10 Services Companies To Own For 2016: Gaming and Leisure Properties, Inc.(GLPI)

Gaming and Leisure Properties, Inc. (GLPI), incorporated on February 13, 2013, is a self-administered and self-managed real estate investment trust (REIT). The Company is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple net lease arrangements. Triple net leases are leases, in which the lessee pays rent to the lessor, as well as all taxes, insurance, and maintenance expenses that arise from the use of the property. The Company operates in two segments: GLP Capital, L.P. (a wholly owned subsidiary of GLPI, through which GLPI owns all of its real estate assets) (GLP Capital) and the TRS Properties. The GLP Capital segment consists of the leased real property and represents the Companys business. The TRS Properties segment consists of Hollywood Casino Perryville and Hollywood Casino Baton Rouge.

As of December 31, 2014, GLPI’s portfolio consisted of 21 gaming and related facilities, incl uding the TRS Properties and the real property associated with 18 gaming and related facilities operated by Penn and the real property associated with the Casino Queen in East St. Louis, Illinois. These facilities are geographically diversified across 12 states and contain approximately 7.0 million of rentable square feet. As of December 31, 2014, all of the Company’s rental properties, with the exception of the real property associated with the Casino Queen, were leased to a wholly owned subsidiary of Penn under the Master Lease. Penn is a diversified, multi-jurisdictional owner and manager of gaming and pari-mutuel properties, and a gaming provider.

GLP Capital

The Companys leased tenants include Hollywood Casino Lawrenceburg, Hollywood Casino Aurora, Hollywood Casino Joliet, Argosy Casino Alton, Hollywood Casino Toledo, Hollywood Casino Columbus, Hollywood Casino at Charles Town Races, Hollywood Casino at Penn National Race Course, M Resort, H ollywood Casino Bangor, Zia Park Casino, Hollywood Casino Gu! lf Coast, Argosy Casino Riverside, Hollywood Casino Tunica, Boomtown Biloxi, Hollywood Casino St. Louis, Hollywood Gaming at Dayton Raceway, Hollywood Gaming at Mahoning Valley Race Course and Casino Queen. It owns approximately 74.1 acres and lease approximately 32.1 acres in Lawrenceburg, Indiana, a portion of which serves as the dockside embarkation for the gaming vessel, and includes a Hollywood-themed casino riverboat, an entertainment pavilion, a 295-room hotel, two parking garages and an adjacent surface lot, with the other portion used for remote parking. It owns a dockside barge structure and land-based pavilion in Aurora, Illinois. The Company owns the land, which is approximately 0.4 acres, on which the pavilion is located and a pedestrian walkway bridge. The property also includes a parking lot under an operating lease agreement and two parking garages under capital lease agreements, together comprising approximately 2.1 acres.

The Company owns appro ximately 276.4 acres in Joliet, Illinois, which includes a barge-based casino, land-based pavilion, a 100-room hotel, a 1,100 space parking garage, surface parking areas and a recreational vehicle park. It leases approximately 3.6 acres in Alton, Illinois, a portion of which serves as the dockside boarding for the Alton Belle II, a riverboat casino. The dockside facility includes an entertainment pavilion and office space, as well as surface parking areas with 1,341 spaces. In addition, it owns an approximately 43.8 acre site in Toledo, Ohio, where Hollywood Casino Toledo is located. The property includes the casino as well as structured and surface parking for approximately 3,300 spaces. It owns 116.2 acres of land in Columbus, Ohio, where Hollywood Casino Columbus is located. The property includes the casino, as well as structured and surface parking for 4,616 spaces. The Company owns approximately 298.6 acres on various parcels in Charles Town and Ranson, West Virginia, o f which 155 acres comprise Hollywood Casino at Charles Town ! Races. Th! e facility includes a 153-room hotel and a 3/4-mile all-weather lighted thoroughbred racetrack, a training track, two parking garages, an employee parking lot, an enclosed grandstand/clubhouse and housing facilities for over 1,300 horses.

The Company owns approximately 573.7 acres in Grantville, Pennsylvania, where Penn National Race Course is located on 181 acres. The facility includes a one-mile all-weather lighted thoroughbred racetrack and a 7/8-mile turf track, a parking garage and surface parking spaces. The property also includes approximately 393 acres surrounding the Penn National Race Course that are available for future expansion or development. It owns approximately 87.6 acres on the southeast corner of Las Vegas Boulevard and St. Rose Parkway in Henderson, Nevada, where the M Resort is located. The M Resort property includes a 390-room hotel, a 4,700 space parking facility and other facilities. It owns and leases the land, on which the Hollywood Cas ino Bangor facility is located in Bangor, Maine, which consists of approximately 6.7 acres, and includes a 152-room hotel and four-story parking. In addition, it leases approximately 27.6 acres located at historic Bass Park, which is adjacent to the facility, and includes a one-half mile standardbred racetrack and a grandstand with over 12,000 square feet and seating for 3,500 patrons.

The Company owns approximately 317.4 acres in Hobbs, New Mexico, where Zia Park Casino is located. The property also includes a one-mile quarter thoroughbred racetrack. It owns approximately 579.9 acres in the city of Bay St. Louis, Mississippi, including a 20-slip marina. The property includes a land-based casino, 18-hole golf course, a 291-room hotel and other facilities. It owns approximately 41 acres in Riverside, Missouri, which includes a barge-based casino, a 258-room luxury hotel, an entertainment/banquet facility and a parking garage. It leases approximately 67.7 acres of land in Tunica, Mississippi. The property includes a single! -level ca! sino, a 494-room hotel, surface parking and other land-based facilities. It leases approximately 1.0 acres of land mostly used for parking and a welcome center. It owns approximately 247.8 acres along the Missouri River in Maryland Heights, Missouri, which includes a 502-room hotel and structure and surface parking for approximately 4,600 spaces.

The Company owns approximately 119.7 acres in Dayton, Ohio, where Penn opened Hollywood Gaming at Dayton Raceway on August 28, 2014. The property includes a land-based casino, a 5/8-mile all-weather standardbred racetrack and surface parking. It owns approximately 193.4 acres in Youngstown, Ohio, where Penn opened Hollywood Gaming at Mahoning Valley Race Course on September 17, 2014. The property includes a land-based casino, a one-mile thoroughbred racetrack and surface parking. It owns approximately 67.3 acres in East St. Louis, Illinois, which includes a 157-room hotel, a recreational vehicle park and surface parking areas.

TRS Properties

The Companys Hollywood Casino Baton Rouge is a dockside riverboat gaming facility operating in Baton Rouge, Louisiana. The riverboat features approximately 28,000 square feet of gaming space with 956 gaming machines and 12 table games. The facility also includes a two-story, 58,000 square foot dockside building featuring a variety of amenities, including a grill, a 268-seat buffet, a deli, a players’ lounge, a nightclub, a lobby bar, a public atrium, two meeting rooms and 1,490 parking spaces. Its Hollywood Casino Perryville is located directly off Interstate 95 in Cecil County, Maryland just 35 miles northeast of Baltimore and 70 miles from Washington, D.C. Hollywood Casino Perryville is a Hollywood-themed facility, which offers 34,329 square feet of gaming space with 1,158 slot machines, 12 table games and 10 poker tables. The facility also offers various food and beverage options, including a bar and grill, a gift shop a nd 1,600 parking spaces with valet and self-parking.

Advisors’ Opinion:

  • [By Monica Gerson]

    Gaming and Leisure Properties Inc (NASDAQ: GLPI) shares fell 3.25 percent to $31.90 in pre-market trading. Gaming and Leisure Properties priced offering of 10.53 million shares of common stock for gross proceeds of $333 million.

Top 10 Services Companies To Own For 2016: Spirit Airlines Inc.(SAVE)

Spirit Airlines, Inc. provides passenger airline services. It provides travel opportunities principally to and from south Florida, the northeast United States, the Caribbean, and Latin America. The company also offers optional travel-related products or services. As of December 31, 2011, it had a fleet of 37 Airbus single-aisle aircrafts. The company was formerly known as Charter One and changed its name to Spirit Airlines, Inc. in 1992. Spirit Airlines, Inc. was founded in 1964 and is headquartered in Miramar, Florida.

Advisors’ Opinion:

  • [By Ben Levisohn]

    There were 67 times this happened, the first coming in June 2011 (airlines didnt guide to margins before that), and 66 of these instances came from Delta, United, andAmerican (the 67th wasSpirit Airlines (SAVE)). As we said earlier the most short term alpha, +5.3%, was generated over the subsequent four days by being long airlines into a guidance update where an airline would merely affirm a PRASM guide but raise the margin guide. This only happened four times and obviously was a result of airlines holding some semblance of price as costs declined.

  • [By Ben Levisohn]

    Given YTD performance, everything looks cheap. But we remain selective. Ex-Spirit Airlines (SAVE), our entire coverage universe is down year-to-date, with most names also underperforming the S&P 500. Multiples have compressed, with diminishing differentiation between (for example) those with declining leverage (Delta) vs. those where leverage is on the rise (America). In a vacuum, a Buy could potentially be argued for any individual name. Based on estimated risk and upside potential, Delta and Southwest are our top two picks.

  • [By Ben Levisohn]

    Yesterday, shares of United Continental (UAL) and American Airlines (AAL) got pummeled after Delta Air Lines (DAL) offered disappointing guidance. Today, airline stocks are getting smacked again, this time after Credit Suisse Julie Yates and Parker Kim cut their ratings on American and United Continental, while stating a preference for airlines like Southwest Airlines (LUV) and Spirit Airlines (SAVE) that have low exposure to international air travel. They explain why:

Top 10 Services Companies To Own For 2016: American Assets Trust, Inc.(AAT)

American Assets Trust, Inc., incorporated on July 16, 2010, is a full service, vertically integrated and self-administered real estate investment trust (REIT). The Company owns, operates, acquires and develops retail, office, multifamily and mixed-use properties in high-barrier-to-entry markets in Southern California, Northern California, Oregon, Washington, Texas and Hawaii. The Company operates through four segments: retail, office, multifamily and mixed-use. The Company’s portfolio consists of approximately 10 retail shopping centers; over seven office properties; a mixed-use property consisting of approximately 370-room all-suite hotel and a retail shopping center, and approximately five multifamily properties. The Company owns land at over five of its properties that it classifies as held for development and construction in progress. The Company’s markets include San Diego; the San Francisco Bay Area; Portland, Oregon; Bellevue, Washington, and Oahu, Hawaii.

Retail

The Company’s retail segment includes rental of retail space and other tenant services, including tenant reimbursements, parking and storage space rental. The Company’s retail properties include Carmel Country Plaza, Del Monte Center, Carmel Mountain Plaza, Geary Marketplace, South Bay Marketplace, The Shops at Kalakaua, Waikele Center, Lomas Santa Fe Plaza, Alamo Quarry Market and Solana Beach Towne Centre.

Office

The Company’s office segment products include rental of office space and other tenant services, including tenant reimbursements, parking and storage space rental. The Company’s office properties include Torrey Reserve Campus, Lloyd District Portfolio, Solana Beach Corporate Centre, City Center Bellevue, The Landmark at One Market, One Beach Street and First & Main.

Multifamily

The Company’s multifamily segment products include rental of apartments and other tenant services. The Company’s m ultifamily properties include Loma Palisades, Imperial Beach! Gardens, Mariner’s Point, Santa Fe Park RV Resort and Hassalo on Eighth. The multifamily portfolio includes over four apartment properties, as well as an RV resort with a total of over 1,580 units (including approximately 120 RV spaces), which are available for lease. Approximately 73.4% of these properties are leased.

Mixed-use

The Company’s mixed-use segment products include rental of retail space and other tenant services, including tenant reimbursements parking and storage space rental and operation of approximately 370-room all-suite hotel. The Company’s mixed-use property includes Waikiki Beach Walk Retail and Embassy Suites Hotel. The mixed-use property consists of approximately 97,000 rentable square feet of retail space. The retail portion of the property is approximately 100% leased.

Advisors’ Opinion:

  • [By Markus Aarnio]

    Owens Realty Mortgage’s competitors include American Assets Trust (AAT), Alexandria Real Estate Equities (ARE) and Boston Properties (BXP). American Assets Trust has seen five insider buy transactions and four insider sell transactions this year. American Assets Trust has a dividend yield of 2.78%. Alexandria Real Estate Equities has seen 14 insider sell transactions this year. Alexandria Real Estate Equities has a dividend yield of 4.10%. Boston Properties has seen one insider buy transaction and four insider sell transactions this year. Boston Properties has a dividend yield of 2.43%.

Top 10 Services Companies To Own For 2016: Yum! Brands, Inc.(YUM)

YUM! Brands, Inc. (YUM), incorporated on May 30, 1997, is engaged in restaurant business. The Company develops, operates, franchises and licenses an across the world system of restaurants, which prepare, package and sell a menu of food items, primarily through the three concepts of KFC, Pizza Hut and Taco Bell (the Concepts). YUM operates through four segments: YUM China (China Division), which includes all operations in mainland China; The KFC Division, which includes all operations of the KFC concept outside of China Division; The Pizza Hut Division, which includes all operations of the Pizza Hut concept outside of China Division, and the Taco Bell Division, which includes all operations of the Taco Bell concept. The Company has over 42,000 restaurants in over 130 countries and territories. The Company’s three Concepts focus on the chicken, pizza and Mexican-style food categories, respectively.

YUM China

The Company’s China Division, based in Sh anghai, China, comprises approximately 7,180 units, primarily Company-owned KFCs and Pizza Huts. It also owns non-controlling interests in Chinese entities operating in a manner similar to KFC franchisees and a meat processing entity that supplies lamb to the Little Sheep business.

KFC

KFC operates in approximately 130 countries and territories throughout the world. KFC has over 5,000 units in China, approximately 370 units in India and over 14,580 units within the KFC Division. KFC restaurants across the world offer fried and non-fried chicken products, such as sandwiches, chicken strips, chicken-on-the-bone and other chicken products marketed under a range of names. KFC restaurants also offer a range of entrees and side items suited to local preferences and tastes.

Pizza Hut

Pizza Hut is a restaurant chain specializing in the sale of ready-to-eat pizza products. The Company’s Pizza Hut operates in approximately 90 countri es and territories throughout the world. Pizza Hut has appro! ximately 1,900 units in China, over 430 units in India and approximately 13,730 units within the Pizza Hut Division. Pizza Hut operates in the delivery, carryout and casual dining segments around the world. Pizza Hut features a range of pizzas, which are marketed under varying names. Each of these pizzas is offered with a range of different toppings suited to local preferences and tastes. Pizza Huts also offer pasta and chicken wings, including approximately 5,900 stores offering wings under the brand WingStreet in the United States. Outside the United States, Pizza Hut casual dining restaurants offer a range of core menu products other than pizza, which are suited to local preferences and tastes.

Taco Bell

Taco Bell operates in over 20 countries and territories throughout the world. There are over 6,400 Taco Bell units within the Taco Bell Division, primarily in the United States, and approximately seven units in India. Taco Bell specializes in Mex ican-style food products, including various types of tacos, burritos, quesadillas, salads, nachos and other related items. Taco Bell offers breakfast items in its the United States stores.

Advisors’ Opinion:

  • [By Dividends4Life]

    YUM! Brands Inc. (YUM) operates quick service restaurants in the United States and internationally. September 19th the company increased its quarterly dividend 10% to $0.37 per share. The dividend is payable November 1, 2013 to shareholders of record at the close of business on October 11, 2013. The yield based on the new payout is 2.1%.

  • [By Javier Hasse]

    Shares of Yum! Brands, Inc. (NYSE: YUM) rose more than 4 percent after the bell rang, driven by the company’s first quarter financial results. Although revenue of $2.62 billion, flat year-over-year, missed estimates by $40 million, EPS of $0.95 came in $0.12 above the Street’s consensus. China restaurant sales rose 6 percent over the quarter.

Top 10 Services Companies To Own For 2016: priceline.com Incorporated(PCLN)

priceline.com Incorporated, together with its subsidiaries, operates as an online travel company. The company provides price-disclosed hotel reservation services on a worldwide basis primarily under the Booking.com, priceline.com, and Agoda brand names; and price-disclosed rental car reservation services in approximately 80 countries through TravelJigsaw brand name. It also offers its customers the ability to purchase other travel services, including retail airline tickets; rental car days; vacations packages consisting of airfare, hotel, and rental car components; cruise trips; and destination services, including parking, event tickets, ground transfers, and tours through its ?Name Your Own Price? demand-collection system in the United States. In addition, the company offers an optional travel insurance package that provides coverage for trip cancellation, trip interruption, medical expenses, and emergency evacuation, as well as for loss of baggage, property, and travel d ocuments for air, hotel, and vacation package customers; and collision damage waiver insurance for rental car customers in the United States. The company?s other brands include Lowestfare.com, rentalcars.com, Breezenet.com, MyTravelGuide.com, Travelweb, hotelroom.com, and Car Hire 3000. priceline.com Incorporated was founded in 1997 and is headquartered in Norwalk, Connecticut.

Advisors’ Opinion:

  • [By Maureen Farrell]

    Priceline hits 4 digits: The online travel company’s stock surged after the Fed announcement and briefly topped $1000. Priceline (PCLN) closed at $995.09. It’s only a psychological milestone. But some investors thought that Apple (AAPL, Fortune 500) (before it began its big pullback late last year) or Google (GOOG, Fortune 500) would win the race to $1,000 a share. Priceline is the first stock in the S&P 500 to ever top $1,000.

  • [By Lisa Levin]

    Priceline Group Inc (NASDAQ: PCLN) reported stronger-than-expected earnings for its second quarter on Thursday.

    EPS of $13.93 came in well above the Street’s consensus of $12.69, while revenue of $2.56 billion missed estimates of $2.6 billion.