Top 5 Defensive Stocks To Own Right Now


Before the bell on Wednesday, Brown-Forman (BF-B) announced its second quarter and first half earnings results, posting increases in sales and earnings.

BF-B Earnings in Brief

-Brown-Forman reported net sales for Q2 of $1.08 billion, a 6% increase from 2012′s Q2 sales of $1.01 billion.
-The company’s net income came in at $206 million, or 96 cents per diluted share, and increase from last year’s Q2 net income of $173 million, or 80 cents per diluted share.
-Brown-Forman beat analysts’ estimates of 91 cents EPS on revenues of $1.04 billion.
-The alcoholic beverages company reaffirmed its guidance for fiscal 2014, and sees EPS in the range of $2.80-$3.00.

Top 5 Defensive Stocks To Own Right Now: Apollo Group Inc.(APOL)


Apollo Group, Inc., through its subsidiaries, provides online and on-campus educational programs and services at the undergraduate, master?s, and doctoral levels. The company offers various degree programs in arts and sciences, business and management, criminal justice and security, education, health care, human services, nursing, psychology, and technology through its campus locations and learning centers in 40 states and the District of Columbia, and Puerto Rico, as well as through its online education delivery system. It also provides various degree programs in Chile and Mexico, and through online; financial services education programs, including Master of Science in three majors, as well as certification programs in retirement, asset management, and other financial planning areas; and training and education to professionals in the legal and finance industries through its schools in the United Kingdom and a network of offices in Europe. In addition, the company offers p rogram development, administration, and management consulting services comprising degree program design, curriculum development, market research, student admissions, and accounting and administrative services to private colleges and universities for their working learners? programs; and sells books and other publications. Apollo Group, Inc. was founded in 1973 and is based in Phoenix, Arizona.


Advisors’ Opinion:

  • [By Rich Bieglmeier]

    Overall: Apollo Education Group Inc (APOL) has too many opportunities to earn a failing grade Tuesday afternoon. Investors might think about straddling EPS news with options as shares moved in excess of 9% five of the last six quarterly announcements, but we would be willing to own the stock outright, too many things can go wrong. 

  • [By Teresa Rivas]

    It hasn’t been a great week for for-profit schools, as the Massachusetts Attorney General today filed a complaint against Corinthian Colleges (COCO) for allegations it “misrepresented its training programs and job placement rates in order to increase profits, and pushed students into high-interest subprime loans” and industry heavyweight Apollo Group (APOL) fell yesterday after reporting weaker-than-expected fiscal second-quarter revenue.

Top 5 Defensive Stocks To Own Right Now: KDDI Corp (KDDIF)


KDDI CORPORATION is a telecommunications company. The Mobile Telecommunication segment is engaged in the provision of mobile communications services, including voice and data services, and mobile WIMAX services, as well as the sale of mobile communication terminals and the provision of contents. The Fixed-line Telecommunication segment provides broadband services, including fiber to the home (FTTH) and cable television (TV) services, as well as domestic and overseas communication services, data center services and information and communication technology (ICT) solution services. The Others segment is involved in the operation of call centers and the development of research and advanced technology. On December 2, 2013, it transferred all shares of a wholly owned subsidiary, JAPAN CABLE NET LIMITED to another subsidiary. In December 2013, the Company acquired the entire share capital in Yugen Kaisha Cosmos. Advisors’ Opinion:

  • [By Daniel Inman]

    In Tokyo, KDDI (JP:9433)   (KDDIF)  gained 0.6% after the telecommunications company reported a record-high and consensus-beating operating profit for the first half of the fiscal year, due to a stronger-than-expected increase in subscription and a rise in usage revenue.

  • [By Daniel Inman]

    In Tokyo, telecoms firm KDDI Corp. (JP:9433)   (KDDIF)  rose 2% after a Nikkei report said that the firm will likely report a record first-half group operating profit, with a 50% on-year increase. TDK Corp. (JP:6762)   (TTDKF) , however, dropped 0.2% after a separate Nikkei report said that the electronics-component producer will report an 8% increase in operating profit over the same period.

Top 5 Defensive Stocks To Own Right Now: Medical Cannabis Payment Solutions (REFG.PK)


Medical Cannabis Payment Solutions, incorporated on December 1, 2005, is a provider of integrated supply and distribution technology. The Company’s Seed-to-Sale (S2S) integrated solution is a management and compliance technology for growers, caregivers and dispensaries in the market. The Company also works with public officials and government agencies to expand the acceptance of medicinal cannabis, and the adoption of a legal framework where maximum market expansion is possible. The Company solves the fragmentation problem by identifying tools that are important to dispensaries, and customizing those tools specifically catered to the industry. The Company’s solutions include Spark, Ghost and S2S.


Spark

The Company’s SPARK Hosted Voice over Internet Protocol (VoIP) provides customers with enterprise-class hosted phone systems customized to fit customers’ needs. SPARK’s service is a fully-managed, cloud-based system. The Company offers the con venience of an online Internet Protocol (IP)-based telecommunications system while still delivering substantial savings to customers bottom line.

Ghost

By offering customers a customized, tailored mobile solution, the Company’s Ghost Mobile Apps give a marketing tool with a texting and e-mail solution, keeping customers in constant contact with patients and clients. The Company creates an optimized experience in context to each device or screen size.


Advisors’ Opinion:

  • [By Alan Brochstein]

    Not too surprisingly, supply is starting to increase. We have seen some companies enter the space by expanding their own businesses, but there have been some reverse mergers lately too. I had mentioned Refill Energy (REFG.PK) recently (soon to be Medical Cannabis Financial Group), but earlier this month Promap (PMAP.OB) acquired 94% of Advanced Cannabis Solutions (link to 8-K). As an aside, I think that this company is worth considering given the management team and the business model. Investors should keep in the back of their mind that there are many companies that are quietly developing their business models and could become public over time, especially as the regulatory and legal landscapes improve.

Top 5 Defensive Stocks To Own Right Now: PPJ Enterprise (PPJE)


PPJ Enterprise, Inc. (PPJ), incorporated on May 02, 2000, is a healthcare finance company. The Company is engaged in automated healthcare reimbursement cycle software, online health information digital-systems software and practice information management digital-system software. The Company’s flagship product is its medical billing software system. The Company has developed through its subsidiary Automated Software Corp., a medical billing software system named AutoMed.

The Company’s principal activity is serving as a medical reimbursement consulting firm. The Company’s medical billing system is comprised of both hardware and software. The system uses Optical Character Recognition (OCR)/ Initial Margin Requirement (IMR) scanning technology to allow physicians to bill their medical insurance claims at the point of service without data entry, coding or billing personnel. The Company offers the Automated Biller on a customized basis for medical practices th roughout the United States.


Advisors’ Opinion:

  • [By Peter Graham]

    While small cap green or renewable energy type of stocks have been the flavor of the month for many stock promoters (and sometimes still are), small cap health care stocks like PPJ Enterprise (OTCMKTS: PPJE), Plantation Development Corp (OTCMKTS: BRMA) and MedCAREERS Group Inc (OTCMKTS: MCGI) have also started to get some notice lately – perhaps because Obamacare has been topping the news lately. However, are these small cap health care stocks a better bet for investors or for their promoters? Here is a quick reality check and a checkup:

Top 5 Defensive Stocks To Own Right Now: Banco Santiago S.A.(SAN)


Banco Santander-Chile provides commercial and retail banking services to corporate and individual customers in Chile. The company offers time and demand deposits, checking accounts, and debit card accounts, as well as savings products; and peso and foreign currency denominated loans to finance various commercial transactions, trade, foreign currency forward contracts, and credit lines. Its loan portfolio comprises consumer loans, auto loans, residential mortgage loans, mutual funds, foreign trade financing, mortgage loans, and commercial loans. The company also provides factoring, credit cards, cash management, treasury services, short?term financing and funding, interest rate and foreign currency derivatives, and securitization services. Further, it offers various financial services, including leasing, financial leasing, financial advisory, mutual fund management, securities brokerage, insurance brokerage, and investment management services. As of December 31, 2010, the c ompany had a branch network of 504 branches. Banco Santander-Chile was founded in 1977 and is headquartered in Santiago, Chile.


Advisors’ Opinion:

  • [By Dan Burrows]

    Like competitor Banco Santander (SAN), BBVA gets the vast majority of its profits overseas, notably in Latin America. In BBVA’s case, it has a leading footprint in Mexico, where gross domestic product is expected to accelerate from as much as 4% this year to 4.2% in 2015. BBVA also has extensive operations in the hot economies of Chile, Colombia and Peru.

  • [By Dan Burrows]

    It also pays to be a little patient with Inland while waiting for price appreciation. Like the broader market, IRC stock was bound to cool off after such a strong run in 2013.

    Cheap Dividend Stocks #4: Banco Santander (SAN)

    Share Price as of 4/4: $9.93
    YTD Stock Performance: 9%
    Dividend Yield: 6.4%

  • [By Jon C. Ogg]

    Citi and four other banks – Zions Bancorp (NASDAQ: ZION), Banco Santander (NYSE: SAN), HSBC Holdings PLC (NYSE: HSBC) for its North American operations, Royal Bank of Scotland PLC (NYSE: RBS) – will have to resubmit their plans with the Fed, and then they must get approval in writing from the Fed to increase buybacks and dividends. The foreign banks that failed will be restricted from paying higher dividends back to their parent companies.

  • [By Dan Burrows]

    Grupo Financiero Santander Mexico (BSMX) is the Mexican arm of Banco Santander (SAN), the sprawling Spanish bank. Like its parent, BSMX is having a tough time. BSMX plans to issue $1.18 in dividends in the next 52 weeks, which would be a yield of 11.4%, based on current prices. But even that isn’t enough to make up for the troubles it’s facing.