Top 5 Quality Companies To Own For 2015


“PlayStation 4 or Xbox One?”

That question is being asked a lot as Sony and Microsoft have both launched their first new home video game console systems in seven and eight years, respectively.

For some video game enthusiasts, the answer is easy. But for others, not so much.

WHAT’S AT STAKE?

Both companies want bragging rights – and revenue share – in the latest round of the console wars. Spending on dedicated video game consoles and games in the U.S. is expected to increase from $11.3 billion last year to $13.2 billion in 2014 and, DFC Intelligence estimates, more than $14 billion in 2015.


So far, Nintendo is off to a slow start with its Wii U system. The Wii U launched a year ago and has sold only 3 million units in the U.S. Still, new games such as Super Mario 3D World should make it a popular holiday choice. And Nintendo has dropped the price on a deluxe set to $299 with New Super Mario Bros U and New Super Luigi U included.

Top 5 Quality Companies To Own For 2015: KAR Auction Services Inc (KAR)

KAR Auction Services, Inc., together with its subsidiaries, provides vehicle auction services in North America. It operates in three segments: ADESA Auctions, IAA, and AFC. The ADESA Auctions segment offers whole car auctions and related services to the vehicle remarketing industry through online auctions and auction facilities. This segment also provides value-added services, such as auction related, transportation, reconditioning, inspection, title and repossession administration and remarketing, and analytical services. The ADESA Auctions segment sells its products and services through commercial fleet operators, financial institutions, rental car companies, new and used vehicle dealers, and vehicle manufacturers and their captive finance companies to franchise and independent used vehicle dealers. The IAA segment offers salvage vehicle auctions and related services that facilitate the remarketing of damaged or low value vehicles designated as total losses by insurance companies and charity donation vehicles, as well as recovered stolen vehicles. This segment also provides inbound transportation, titling, salvage recovery, and claims settlement administrative services. The AFC segment offers floorplan financing, a short-term inventory-secured financing, to independent used vehicle dealers. As of December 31, 2012, the company had a network of 67 whole car auction and 163 salvage auction locations, as well as serviced auctions through 104 locations. The company was formerly known as KAR Holdings, Inc. and changed its name to KAR Auction Services, Inc. in November 2009. KAR Auction Services, Inc. was founded in 2006 and is headquartered in Carmel, Indiana.


Advisors’ Opinion:

  • [By Marc Bastow]

    Vehicle auction services company KAR (KAR) raised its quarterly dividend 31% to 25 cents per share, payable on Jan. 3 to shareholders of record as of Dec. 20.
    KAR Dividend Yield: 3.53%

  • [By Geoff Gannon] ore explicit in detailing the competitive position of Copart and Insurance Auto Auctions. It even gave market share data.

    This is common. Often one company will choose not to give names or put percentages on certain competitive facts. The other company will do so. And even when that is not the case, the two companies will often make statements that — when taking together — can give you rough indications of certain realities that neither company entirely intended to provide.


    The same is true for certain suppliers and customers. Although this is complicated by size. Very large customers of small companies are not good sources of information. But smaller companies often provide better insights into the larger suppliers, customers, etc., they deal with. That’s because — due to their small size — more information is material and is explained in detail.

    I have found situations where one company simply says who the customer is that they are supplying. Whil e the other company explains what product that supply goes into, the purchase amount, whether it is an exclusive arrangement, etc.


    So it is always important to — at a minimum — read the 10-Ks, 14As, and (where available) S-1s of every public company in the industry. This will give you a lot of insight into the competitive situation. Sometimes it is helpful to also look at customers and suppliers. However, this is not true of very large customers and suppliers because they will not discuss the specific area you are interested in.

    For example, Honeywell is a large customer of George Risk. It would do me no good to study Honeywell to learn about George Risk. Honeywell is a huge company. What they buy from George Risk is irrelevant to their shareholders. So they do not discuss it.


    An exception to this is where the product sold is going into a huge “generational” type project. Examples include defense, aerospace, video game consoles, operating systems, etc. This can be very hel

Top 5 Quality Companies To Own For 2015: B.O.S. Better Online Solutions(BOSC)

B.O.S Better Online Solutions Ltd. provides radio frequency identification (RFID) and supply chain solutions to enterprises primarily in the Europe, the United States, the Far East, and Israel. Its RFID and Mobile Solutions division offers hardware products, including thermal and barcode printers; RFID and barcode scanners and readers; wireless, mobile, and forklift terminals; wireless infrastructure; active and passive RFID tags; and consumables, such as ribbons, labels, and tags, as well as BOS ID software platform for systems integrators to assemble applications for transfer to automatic ID data capture clients. This division also develops applications comprising BOS LIVESTOCK, a software application that enables management, tracking, support, and planning of livestock day-to- day operations; BOS CarID, a solution to identify and track vehicles for a range of transportation-related settings; BOS STOCK, a data collection solution for logistics management in stores and wa rehouses; and BOS Mfgr., a production line tracking solution. The company?s Supply Chain Solutions division distributes electronic components, such as active, passive, electro-mechanical, and microwave components, as well as full access networks equipment for IT and telecommunications; and communication servers, multi-protocol print servers, server adapters, USB products, switches, fiber optics equipment, ADSL and XDSL routers, modems, VoIP, storage equipment, and ATM devices. This division also offers components consolidation services to the aerospace, defense, medical, and telecommunications industries, as well as enterprise clients; engages in the inventory and quality control management of components entering production lines; and provides warehouse management services for ongoing projects. B.O.S Better Online Solutions Ltd. sells its products through direct sales, sales agents, and integrators. The company was founded in 1990 and is headquartered in Rishon LeZion, Isra el.


Advisors’ Opinion:

  • [By Paul Ausick]

    Big Earnings Movers: B.O.S. Better Online Solutions Ltd. (NASDAQ: BOSC) is up 71% at $7.54.

    Stocks on the Move: Ingersoll-Rand is down 22.2% at $55.54 after completing a spin-off of Allegion plc. Canadian National Railway Co. (NYSE: CNI) is down 48.6% at $57.78 following a 2-for-1 stock split. Camtek Ltd. (NASDAQ: CAMT) is up 38.9% at $5.71.

Top 5 Quality Companies To Own For 2015: John Wiley & Sons Inc (JW.A)

John Wiley & Sons, Inc., incorporated on January 15, 1904, is a global provider of knowledge and knowledge-based services in areas of research, professional development and education. Core businesses produce scientific, technical, medical and scholarly research journals, reference works, books, database services, and advertising; professional books and certification, assessment and training services, and education content and services, including online program management for colleges and universities and integrated online teaching and learning resources for instructors and students. The Company sells its products to customers in the Middle East (including Iran and Syria), Africa (including Sudan), Cuba, and other developing markets where it does not have operating subsidiaries.


Research

The Company’s Research business serves the world’s research and scholarly communities and is a publisher for professional and scholarly societies. Research’s mission is to support researchers, professionals and learners in the discovery and use of research knowledge to achieve results that help shape the future. Research products include scientific, technical, medical and scholarly research journals, books, major reference works, databases, clinical decision support tools and laboratory manuals and workflow tools, in the publishing areas of the physical sciences and engineering, health sciences, social science and humanities and life sciences. Research customers include academic, corporate, government, and public libraries; researchers; scientists; clinicians; engineers and technologists; scholarly and professional societies, and students and professors. The Company’s Research products are sold and distributed globally, online and in print through multiple channels, including research libraries and library consortia, independent subscription agents, direct sales to professional society members, bookstores, online booksellers a nd other customers. Publishing centers include Australia, Ge! rmany, India, Singapore, the United Kingdom and the United States. Research accounted for approximately 57% of total Company revenue (fiscal 2013). The Company’s Research business is a provider of content and services in evidence-based medicine (EBM). Through the Company’s alliance with The Cochrane Collaboration, the Company publishes The Cochrane Library.


Wiley Online Library, the online publishing platform for the Company’s Research business, is a multidisciplinary collections of online resources covering life, health and physical sciences, social science and the humanities. Wiley Online Library delivers seamless integrated access to over four million articles from 1,500 journals, 13,000 online books, and hundreds of reference works, laboratory protocols and databases. Wiley Online Library provides the user with intuitive navigation, enhanced discoverability, expanded functionality and a range of personalization options. Wiley Open Access is the Compan y’s publishing program for open-access research articles. Under the Wiley Open Access business model, research articles submitted by authors are published and compiled by subject area into open-access journals. In addition to Wiley Open Access, the Company provides authors with the opportunity to make their individual research articles that were published within the Company’s paid subscription journals freely available to the general public through OnlineOpen.


Professional Development (PD)

The Company’s Professional Development business acquires, develops and publishes professional books, subscription products, certification and training services and online applications in the areas of business, finance, accounting, workplace learning, management, leadership, technology, behavioral health, engineering/ architecture and education. Products are developed in print and digitally for worldwide distribution through multiple channels, including major chains and online booksellers, independent bookstores, libr! aries, co! lleges and universities, warehouse clubs, corporations, direct to consumer, websites and other online applications. Publishing centers include Australia, Canada, Germany, India, Singapore, the United Kingdom and the United States. Professional Development accounted for approximately 24% of total Company revenue in fiscal year 2013. Professional Development revenue by product type includes eBooks and Print Books; Online Training and Assessment which is revenue from the sale of products and services focusing on workplace effectiveness and career success; Publishing Rights which is revenue from the licensing of the right to republish Wiley content either online or in print; Journal Subscriptions online and in print to professionals, and Other.


Education

The Company’s Education business produces educational content and services, including online program management for colleges and universities and integrated online teaching and learning resources for instructors and students. Education’s mission is to help teachers teach and students learn by delivering to students, faculty and institutions throughout the world personalized content, tools and services that demonstrate results. Education offers products and services principally delivered through college bookstores and online distributors, with customers having access to content in multi-media formats, as well as the traditional textbook. Education’s solutions are available in each of its publishing disciplines, including the sciences, engineering, computer science, mathematics, business and accounting, statistics, geography, hospitality and the culinary arts, education, psychology and modern languages. Education accounted for approximately 19% of total Company revenue in fiscal year 2013. Education revenue by product type includes eBooks and Print Textbooks; Online Program Management; WileyPLUS, the Company’s online learning solution; revenue from the licensing of p ublishing content rights and Other Nontraditional and Digita! l Product! s, such as custom publishing and other content adaption’s.


Education offers online learning solutions including WileyPLUS, it’s research-based, online environment for effective course teaching and learning that is integrated with a complete digital textbook. WileyPLUS improves student learning through instant feedback, personalized learning plans, and self- evaluation tools and a range of course-oriented activities, including online planning, presentations, study, homework and testing. The Company also provides the services of the Wiley Faculty Network, a global community of faculty that offers guidance, training, and resources. Through the Wiley Faculty Network, instructors and administrators can collaborate with each other, attend virtual and live events, and utilize a wealth of resources all designed to help them grow as educators.


Journal Products

The Company publishes approximately 1,600 Research and Professional Development jo urnals. Journal subscription revenue and other related publishing income, such as advertising, backfile sales, the licensing of publishing rights, journal reprints and individual article sales accounted for approximately 48% of the Company’s consolidated fiscal year 2013 revenue. The journal portfolio includes titles owned by the Company, in which case they may or may not be sponsored by a professional society; titles owned jointly with a professional society; and titles owned by professional societies and published by the Company pursuant to long-term contracts. The Company also enters into agreements with outside independent editors of journals that state the duties of the editors, and the fees and expenses for their services. The Company sells journal subscriptions directly through Company sales representatives; indirectly through independent subscription agents; through promotional campaigns, and through memberships in professional societies for those journals that are sponsored by societies. Journal subscriptions are primarily! licensed! through contracts for online content delivered through the Company’s online platform, Wiley Online Library.


Book Products

The Company’s Book products and book related publishing revenue, such as advertising and the sale of publishing rights, accounted for approximately 48% of the Company’s fiscal year 2013 revenue. The Company enters into agreements with authors that state the terms and conditions under which the materials will be published, the name in which the copyright will be registered, the basis for any royalties, and other matters. The Company develops content in a digital format that can be used for online and print products, resulting in productivity and efficiency savings, and enabling print-on-demand delivery. Book content is available online through Wiley Online Library, WileyPLUS, Custom Select and other platforms. Ebooks are delivered to intermediaries, including Amazon, Apple and Google for re-sale to individuals in various in dustry-standard formats, which are now also the preferred deliverable for licensees of all types, including foreign language publishers.


Other Digital Products and Services

The Company is focused on delivering content-enabled services which improve learning, career management and effectiveness for its target communities. The Inscape and ELS businesses, along with the Company’s Pfeiffer brand, represent the Company’s professional training and assessment services. These businesses offer a variety of classroom learning solutions and e-learning activities that are delivered to customers directly through online digital delivery platforms and also through an authorized distributor network of independent consultants, trainers and coaches. The Company’s professional training and assessment services offer highly flexible packages and modules for its customers that include online pre-work and profile assessments, self-study materials, online videos, mob ile apps and other sophisticated planning tools.


The Com! pany generates advertising revenue from print and online journal subscription products; its online publishing platform, Wiley Online Library; the Wiley Job Network, a full service online job board; online events such as webinars and virtual conferences; community interest websites such as spectroscopyNOW.com and websites for the Company’s brands like Dummies.com. The Company’s publications and services are sold throughout most of the world through operations located in Europe, Canada, Australia, Asia, and the United States.

Advisors’ Opinion:

  • [By Arie Goren]

    After running this screen on May 21, 2013, before the markets’ open, I discovered the following eight stocks: Sunoco Logistics Partners LP (SXL), Leggett & Platt Inc (LEG), Copa Holdings SA (CPA), RPC Inc. (RES), Tupperware Brands Corp. (TUP), Herbalife Ltd. (HLF), John Wiley & Sons Inc. (JW.A) and C.H. Robinson Worldwide Inc. (CHRW).

  • [By Geoff Gannon]

    Here, you want to compare the return on the company’s buyback with the return you could achieve. However, you want to keep in mind that while you would pay a tax on the dividend the company does not pay a tax on the buyback. Let’s say I imagine John Wiley (JW.A) will get a 10% return on its buyback. Likewise, I think I can go out and return 10% a year myself picking my own stocks. In this case, which should I prefer? Should I prefer John Wiley paid a dividend or used all of its free cash flow to buyback stock?

  • [By Geoff Gannon]

    John Wiley (JW.A)

    Notice that 4 of those 10 stocks have a market cap under $100 million. This is shocking. I’m ranking the companies by years of positive earnings (special items – which explain H&R Block’s losses – are excluded). If a company earns money for several decades – this group has tended to be profitable for over 30 years – and it retains that money, it will end up with a big market cap.

Top 5 Quality Companies To Own For 2015: Arca Biopharma Inc.(ABIO)

ARCA biopharma, Inc., a biopharmaceutical company, engages in the development of genetically-targeted therapies for cardiovascular diseases. Its principal product candidate, Gencaro (bucindolol hydrochloride), is an investigational, pharmacologically unique beta-blocker and mild vasodilator being developed for the treatment of chronic heart failure and also for the prevention of atrial fibrillation in patients with heart failure. The company has identified common genetic variations in the cardiovascular system that it believes interact with Gencaro?s pharmacology and may predict patient response. ARCA has collaboration with Laboratory Corporation of America to develop the Gencaro Test, a companion test for the genetic markers that identify these common genetic variations. The company is headquartered in Broomfield, Colorado.


Advisors’ Opinion:

  • [By Bryan Murphy]

    If you happened to catch – and respond to – my bullish thoughts on Arca Biopharma Inc. (NASDAQ:ABIO) from December 20th and/or January 2nd, then congratulations. You’re now up anywhere between 29% and 42%, depending on which of the two write-ups prompted your entry into an ABIO trade. No matter when you got into Arca Biopharma though, here this now – it’s time to lock in your profits and get out. Today’s big 25% jump has carried the stock to what I see as its near-term maximum value, and rather than ride out a dip, it would make more sense to step out now.

  • [By Bryan Murphy]

    Were you listening back on December 20th when yours truly suggested Arca Biopharma Inc. (NASDAQ:ABIO) was a budding bullish play? I hope so. If you stepped in then, you’d now be up 9.3%. No, it’s not a lot. Then again, it’s been less than two weeks. Regardless of whether or not you got into ABIO then, though, as of today, Arca Biopharma have cleared a hurdle that suggests the best is yet to come.

  • [By Bryan Murphy]

    Ever notice how, on occasion, there’s that stock idea that just won’t go away, and keep moving back into your radar? They don’t always work out, but sometimes, it turns out there was a very good reason that name kept surfacing as a trade candidate. For me (right now anyway), Arca Biopharma Inc. (NASDAQ:ABIO) that nagging stock that just keeps coming back on my plate. I talked about ABIO on October 7th and again on October 21st, both times bullishly, and though the stock’s gone nowhere since then, I find myself liking Arca Biopharma enough to once again suggest there’s a breakout brewing here.

  • [By John Udovich]

    On Wednesday, small cap biotech Arca Biopharma Inc (NASDAQ: ABIO) surged 25.01% on good news about an Investigational New Drug (IND) application only to fall 8.33% on Thursday, meaning investors and traders alike need to take a closer look at both the stock and the history of the drug plus take a look at the performance of biotech benchmarks the iShares NASDAQ Biotechnology Index ETF (NASDAQ: IBB) and SPDR S&P Biotech ETF (NYSEARCA: XBI).

Top 5 Quality Companies To Own For 2015: China Finance Online Co. Limited(JRJC)

China Finance Online Co. Limited provides integrated financial products and services in the People?s Republic of China. It offers various financial services, including news, data, analytics, and brokerage-related services through Web portals, desktop solutions, and mobile handsets. The company?s Web portals comprise jrj.com and stockstar.com, which offer subscription-based service packages that integrate financial and listed company data, information, and analytics from various sources with features and functions, such as data and information search, retrieval, delivery, storage, and analysis to individual users and institutional customers, including domestic securities and investment firms. It also collects, processes, and provides financial analysis tools, real-time and historical data, news, research reports, and online forums in one integrated information platform that allows its subscribers to make investment decisions with respect to various listed company stocks, bo nds, mutual funds, and stock index futures. In addition, the company?s financial analysis tools offer subscribers with the ability to calculate and analyze financial data, such as securities market data analysis tools; technical analysis; and fundamental analysis. Further, it provides securities brokerage and online advertisement services. The company offers its products and services through its Websites, telemarketing, and customer service centers to individual investors managing their own money; professional investors, including institutional investors managing money on behalf of their clients and high net worth individuals; and other financial professionals, such as investment bankers, stock analysts, financial reporters, and middle class individuals. China Finance Online Co. Limited has strategic alliances with China Center for Financial Research of Tsinghua University and China Telecom. The company was founded in 1998 and is based in Beijing, the People?s Republic o f C hina.


Advisors’ Opinion:

  • [By WWW.DAILYFINANCE.COM]

    D Dipasupil/FilmMagicJustin Bieber’s Someday perfume. Plenty of stocks go up and down in any given week. The gainers inspire us to keep investing. The decliners keep greed in check while reminding us about the risks of the equity markets. Let’s go over some of last week’s best and worst performers. China Finance Online (JRJC) — Up 131 percent last week The market’s biggest winner last week was China Finance Online, more than doubling after introducing a new trading platform. The Beijing-based financial website operator announced that the new offering was the country’s first integrated, Web-based securities trading service platform. At least one noted worrywart disputed the claim. Citron Research — a popular publisher of bearish reports on stocks — tweeted that sloppy reporting and a misleading headline were making it seem as if no other online trading platform existed in the world’s most populous nation. The bulls won out. Shares of China Finance Online closed sharply higher in each of last week’s five trading days. TrueCar (TRUE) — Up 33 percent last week Closer to home, another online platform moved nicely higher after striking a deal with Chrysler and auto insurer GEICO (BRK-A). TrueCar operates a negotiation-free car buying and selling platform. It launched a platform that could shake up the insurance industry, where roughly 3 million cars are totaled each year. Insurers have typically just written a settlement check and provided a rental car voucher to cover the incident, but TrueCar’s new plan would work with launch partners GEICO and Chrysler — and other members of its insurance affinity partners in the future — to work with the insured to directly replace the vehicle. TrueCar went public at $9 just three months ago. The stock has been revving higher, going on to more than double in its brief time on the market. American Eagle Outfitters (AEO) — Up 26 percent last week Shares of American Eagle Outfitters moved higher after it posted b

  • [By Lisa Levin]

    China Finance Online Co (NASDAQ: JRJC) shares reached a new 52-week high of $6.85 after the company reported its Q3 unaudited financial results.

    Avis Budget Group (NASDAQ: CAR) shares touched a new 52-week high of $41.03. Avis Budget shares have jumped 94.61% over the past 52 weeks, while the S&P 500 index has gained 24.92% in the same period.