Top 5 Canadian Stocks For 2014

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, biopharmaceutical company MannKind (NASDAQ: MNKD  ) has received a distressing two-star ranking.

With that in mind, let’s take a closer look at MannKind and see what CAPS investors are saying about the stock right now.

MannKind facts

Headquarters (founded)

Valencia, Calif. (1991)

Market Cap

$2.1 billion

Industry

Biotechnology

Trailing-12-Month Revenue

$35 thousand

Top 5 Canadian Stocks For 2014: Crown Castle International Corporation (CCI)

Crown Castle International Corp., through its subsidiaries, owns, operates, and leases towers and other wireless infrastructure primarily in the United States and Australia. Its infrastructure includes distributed antenna system (DAS) networks, as well as rooftop installations. The company involves in the rental of antenna space of its towers to wireless communications companies. It also provides network services relating to its towers, which primarily include antenna installations and subsequent augmentations, as well as additional services, such as site acquisition, architectural and engineering, zoning and permitting, other construction, and other services related network development. As of December 31, 2010, it owned, leased, or managed approximately 23,900 towers, including 43 completed DAS networks. The company was founded in 1994 and is headquartered in Houston, Texas.

Advisors’ Opinion:

  • [By Jesse Solomon]

    The top hedge funds were also hot on railroad company Union Pacific (UNP, Fortune 500) and cell phone tower owner Crown Castle International (CCI). The funds plowed $1.1 billion into Crown Castle, which made news in the quarter when it bought the rights to towers owned by AT&T (T, Fortune 500) for $4.8 billion.

  • [By Steve Sears]

    New stocks in what Goldman calls the “Hedge Fund VIP list,” include Actavis (ACT), Baidu (BIDU), Berkshire Hathaway (BRK.B), Crown Castle International (CCI), Entergy Louisiana (ELB),  Equinix (EQIX), Facebook (FB), Fleetcor Technologies (FLT), W.R. Grace (GRA), MetLife (MET), Macquarie Infrastructure (MIC), Micron (MU), Time Warner Cable (TWC), and Time Warner (TWX).

  • [By Anders Bylund]

    One of those rare significant moves comes from telecom giant AT&T (NYSE: T  ) , notching the Dow’s second-largest gain with a 1.2% jump. AT&T just monetized its network of cellphone towers in a multibillion-dollar deal with Crown Castle International (NYSE: CCI  ) . The agreement follows (way, way behind) a similar deal between AT&T and American Tower (NYSE: AMT  ) made some 13 years ago, leaving Ma Bell with few directly owned and operated cell towers under its vest.

Top 5 Canadian Stocks For 2014: PennyMac Mortgage Investment Trust(PMT)

PennyMac Mortgage Investment Trust is based in the United States.

Advisors’ Opinion:

  • [By Marc Bastow]

    PennyMac Mortgage Investment Trust (PMT), a REIT involved in mortgages and mortgage-related assets, raised its quarterly dividend 4% to 59 cents per share, payable Jan. 28 to shareholders of record as of Jan. 14. At more than 10%, PMT is the highest yielder of this week’s list of dividend stocks.
    PMT Stock Dividend Yield: 10.15%

  • [By Sally Jones] ng>Current Shares: 3,570,000

    Value: $80,968,000

    Weighting: 19.8%

    Down 9% over 12 months, PennyMac Mortgage Investment Trust, a residential REIT, has a market cap of $1.61 billion; its shares were traded at around $22.94 with a P/E of 7.30. The dividend yield is 10%.

    PMT is not ranked for business predictability.

    Track historical data:

    Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 3,570,000 shares at an average price of $21.84 per share, for a gain of 4.3%.

    The GuruFocus analysis of PMT shows five warning signs.

    Vodafone Group PLC (VOD)

    Current Shares: 1,349,200

    Value: $47,465,000

    Weighting: 11.6%

    Up 55% over 12 months, Vodafone Group PLC has a market cap of $189.2 billion; its shares were traded at around $39.14 with a P/E of 273.80. The dividend yield is 4.00%.

    Vodafone Group PLC is a provider of mobile communications services and products in Germany, Italy, Spain, UK, Europe, India and Africa, Middle East and Asia Pacific.

    GuruFocus ranked VOD with one out of five stars for business predictability.

    Track historical data:

    Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 1,349,200 shares at an average price of $31.01 per share, for a gain of 25.9%.

    The GuruFocus analysis of VOD shows nine warning signs.

    Microsoft Corporation (MSFT)

    Current Shares: 1,500,000

    Value: $49,920,000

    Weighting: 12.2%

    Up 38% over 12 months, Microsoft Corporation has a market cap of $309.54 billion; its shares were traded at around $37.45 with a P/E of 13.70. The dividend yield is 2.60%.

    GuruFocus ranked MSFT with three out of five stars for business predictability.

    Track historical data:

    Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 1,500,000 shares at an average price of $32.90 per share, for a gain of 12.7%.

    The GuruFocus analysis of MSFT shows two go

  • [By Jon C. Ogg]

    Sterne Agee’s team said, “We continue to prefer credit risk oriented Mortgage REITs over their Agency-only focused counterparts. Among the larger cap names in our coverage, our top picks are MFA Financial, Inc. (NYSE: MFA) and PennyMac Mortgage Investment Trust (NYSE: PMT).”

Top 5 Canadian Stocks For 2014: Primerica Inc.(PRI)

Primerica, Inc., together with its subsidiaries, engages in the distribution of financial products on behalf of third parties to middle income households in the United States and Canada. The company operates in three segments: Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites term life insurance products. The Investment and Savings Products segment distributes mutual funds, variable annuities, fixed annuities, and segregated funds. The Corporate and Other Distributed Products segment provides mortgage loans, which include debt consolidation or refinance, and purchase money loans; unsecured loans; prepaid legal services that assist subscribers with legal matters, such as drafting wills, living wills and powers of attorney, trial defense, and motor vehicle-related matters; mail-order student life products; short-term disability benefit insurance; and auto and homeowners? insurance p roducts. The company was founded in 1927 and is based in Duluth, Georgia.

Advisors’ Opinion:

  • [By Rich Duprey]

    Private equity investor Warburg Pincus has been a shareholder in term life insurance underwriter Primerica  (NYSE: PRI  ) since its IPO in 2010. However, the financial products marketer will be buying back all of the holdings Warburg Pincus owns for $154.7 million. That translates into almost 2.5 million shares of common stock and warrants that  are exercisable for 4.1 million shares.

Top 5 Canadian Stocks For 2014: Agrium Inc.(AGU)

Agrium Inc., together with its subsidiaries, produces and markets agricultural nutrients, industrial products, and specialty products worldwide, as well as involves in the retail supply of agricultural products and services in North and South Americas. The company?s Retail segment markets crop nutrient products, including nitrogen, phosphate, potash, sulphur, and micronutrients; crop protection products, such as herbicides, fungicides, adjuvants, and insecticides; and seeds. This segment also offers agronomic services, as well as product application, soil and leaf tissue testing and analysis, and crop scouting services. This segment operates 1,192 outlets in the United States, Canada, Australia, Argentina, Chile, and Uruguay. The company?s Wholesale segment produces, markets, and distributes nitrogen, phosphate, potash, sulphate, and other crop nutrient products for agricultural and industrial customers. This segment also owns and operates facilities that upgrade ammonia t o other nitrogen products, such as urea, nitric acid, and ammonium nitrate, as well as provides Rainbow plant food products. Agrium?s Advanced Technologies segment produces and markets controlled-release crop nutrients and micronutrients for the agriculture, specialty agriculture, professional turf, horticulture, and consumer lawn and garden markets. The company was formerly known as Cominco Fertilizers Ltd. and changed its name to Agrium Inc. in 1995. Agrium Inc. was founded in 1931 and is headquartered in Calgary, Canada.

Advisors’ Opinion:

  • [By Rich Duprey]

    Canpotex, the cartel’s rival North American potash marketing association, comprised of Mosaic (NYSE: MOS  ) , PotashCorp (NYSE: POT  ) , and Agrium (NYSE: AGU  ) , is a major supplier of potash to Brazil, with some analysts estimating it owns 38% of the market. In years past, Latin America — primarily the Brazilian market — has comprised as much as 26% of Canpotex’s potash sales.

  • [By Ben Levisohn]

    Potash Corp of Saskatchewan (POT), for instance, lost 16% last year, while Mosaic (MOS) dropped 15%, Intrepid Potash (IPI) plunged 26% and Agrium (AGU) declined 5.9%.

  • [By James E. Brumley]

    As anyone who’s tried to trade fertilizer stocks like Potash Corp./Saskatchewan (NYSE:POT), Agrium Inc. (NYSE:AGU), or Mosaic Co. (NYSE:MOS) already knows, these agricultural chemical names are all over the map. They’re affected by their underlying fundamental values, as most stocks are. MOS, POT, and AGU are also pressured like any other commodity stocks are, and those ebbs and flows don’t necessarily jive with the normal, fundamental-based ebb and flow. Finally, stocks like those of Potash – sometimes still referred to as Saskatchewan – Mosaic, or Agrium are also impacted by the ever-changing level of crop yields, crop supply and demand, and food-commodity prices. And, that market isn’t in sync with the stock market or the overall commodity market. The overall result is a lot of volatility, but not a lot of predictability…. or is there?

  • [By Paul Quintaro]

    Nocella initiated coverage on the following stocks:

    Mosaic (NYSE: MOS) – Outperform, $57 price target – The analyst is attracted to a recent trend toward “improving demand in the potash and phosphate markets” and an expectation for “substantial” returns to holders over the next few years. Nocella noted the company’s solid position in the phosphate market which could “better position Mosaic if others are interested in its potash assets.” Agrium (NYSE: AGU) – Outperform, $122 target – Called Agrium’s input business “the most diverse, vertically integrated” within the Ag space. Sees “a clear path to strong earnings growth from both its Retail and Wholesale” units which could translate to “robust cash flows with lower volatility.” Potash (NYSE: POT) – Market Perform, $37 target. CF Industries (NYSE: CF) – Market Perform, $235 target. Interpid Potash (NYSE: IPI) – Market Perform, $16 target.

    Also impacting the Ag names Wednesday is headlines out of CF the company is working with investment banks related to an MLP.

Top 5 Canadian Stocks For 2014: KBR Inc. (KBR)

KBR, Inc. operates as an engineering, construction, and services company supporting the energy, hydrocarbon, government services, minerals, civil infrastructure, power, and industrial sectors worldwide. Its Downstream business unit provides front end engineering design; detailed engineering; engineering, procurement, and construction (EPC); EPC management; and program management services to petrochemical, refining, coal gasification, and syngas markets. The company?s Government and Infrastructure business unit provides program and project management, contingency logistics, operations and maintenance, construction management, engineering, and other services to military and civilian branches of governments and private clients. Its Services business unit delivers engineering, construction, construction management, fabrication, maintenance, and turnaround services. It also offers maintenance, construction, and drilling support services for offshore oil and gas producing facili ties using semisubmersible vessels. This segment serves oil, gas, petrochemicals, and hydrocarbon processing industries, as well as power, alternate energy, pulp and paper, industrial and manufacturing, and pharmaceutical industries. The company?s Technology business unit offers various process technologies, including value-added technologies in the coal monetization, petrochemical, refining, and syngas markets. Its Upstream business unit constructs liquefied natural gas, gas-to-liquids, onshore oil and gas production facilities, offshore oil and gas production facilities, and onshore and offshore pipelines. The company?s Ventures business unit invests in and manages projects, where the company provides engineering, construction, construction management or operations, and maintenance services. KBR, Inc. was founded in 1901 and is based in Houston, Texas.

Advisors’ Opinion:

  • [By John Kell]

    Among the companies with shares expected to actively trade in Friday’s session are Deckers Outdoor Corp.(DECK), KBR Inc.(KBR) and Pier 1 Imports Inc.(PIR)

  • [By Jake L’Ecuyer]

    KBR (NYSE: KBR) was down, falling 14.68 percent to $27.25 after the company reported fourth-quarter results and announced a new $350 million share buyback program. BB&T Capital downgraded the stock from Buy to Hold.

  • [By Monica Gerson]

    KBR (NYSE: KBR) is expected to post its Q3 earnings at $0.70 per share on revenue of $1.99 billion.

    Zynga (NASDAQ: ZNGA) is estimated to post a Q3 loss at $0.04 per share on revenue of $142.67 million.

  • [By Louis Navellier]

    If we look at the sector using Portfolio Grader, we see that many of the big names in the group like Flour (FLR), Granite Construction (GVA) and KBR incorporated (KBR) are rated “sell.” The anticipated spending for both government and private industry simply hasn’t materialized, and the companies are not seeing revenue or profit growth.