Top 5 Supermarket Stocks To Watch For 2015


Founded 38 years ago, Microsoft (MSFT) helped launch the first great wave of an information technology transformation; it remains the world’s largest software developer with sales topping $73 billion in fiscal 2012.

Throughout its history, Microsoft has achieved success by taking a long-term approach to technology investments. In fiscal 2012, Microsoft invested $9.8 billion or 13% of revenues on research and development with much of that devoted to cloud technologies.

Cloud computing links the computing devices people have at hand to the processing and storage capacity of massive datacenters. Microsoft’s solutions will bring the benefits of the cloud to the billion people who use computing today and the billions more who will gain access to digital technology for the first time in the years ahead.

Top 5 Supermarket Stocks To Watch For 2015: Richardson Electronics Ltd. (RELL)


Richardson Electronics, Ltd. engages in the provision of engineered solutions; and distribution of electronic components to the electron device and display systems markets. Its Electron Device Group provides engineered solutions, and distributes electronic components to customers in various markets, such as steel, automotive, textile, plastics, semiconductor manufacturing, and broadcast industries. It designs solutions for various applications comprising industrial heating, laser technology, semiconductor manufacturing equipment, radar, and welding. This division also provides replacement products for systems using electron tubes, as well as offer design and assembly services for new systems employing semiconductor manufacturing equipment. The company?s Canvys division provides integrated display products, workstations, and value-added services to the healthcare, industrial and medical original equipment manufacturers, and digital signage markets. Its display solutions con sist of touch screens, protective panels, custom enclosures, specialized cabinet finishes, application specific software packages, and display products. This division also partners with hardware vendors and offers liquid crystal displays, mounting devices, and customized computing platforms. Richardson Electronics offers its solutions in North America, the Asia Pacific, Europe, and Latin America. The company was founded in 1947 and is headquartered in LaFox, Illinois.


Advisors’ Opinion:

  • [By gurujx]

    Richardson Electronics (RELL) Reached the Three-Year Low of $11.13

    The prices of Richardson Electronics (RELL) shares have declined to close to the three-year low of $11.13, which is 31.1% off the three-year high of $15.40.

  • [By Tim Melvin]

    The safe and cheap undervalued stocks will go right up, but your chances of being destroyed when the party is over are diminished. Stocks like Richardson Electronics (RELL) and Transworld Entertainment (TWMC) have the ability to go up as the market bubbles higher but their asset value will act as sort of a floor in a decline.

  • [By Monica Gerson]

    Richardson Electronics (NASDAQ: RELL) is estimated to post its Q1 earnings.

    NovaGold Resources (NYSE: NG) is expected to post a Q3 loss at $0.03 per share.

Top 5 Supermarket Stocks To Watch For 2015: CEMEX SAB de CV (CX)

CEMEX, S.A.B. de C.V. (CEMEX), incorporated on January 20, 1931, is a global cement manufacturer with operations in North America, Europe, South America, Central America, the Caribbean, Africa, the Middle East and Asia. The Company is a holding company engaged through the operating subsidiaries in the production, distribution, marketing and sale of cement, ready-mix concrete, aggregates and clinker. As of December 31, 2009, the Company’s cement production facilities were located in Mexico, the United States, Spain, the United Kingdom, Germany, Poland, Croatia, Latvia, Colombia, Costa Rica, the Dominican Republic, Panama, Nicaragua, Puerto Rico, Egypt, the Philippines and Thailand.


The Company manufactures cement through a closely controlled chemical process, which begins with the mining and crushing of limestone and clay, and, in some instances, other raw materials. The clay and limestone are then pre-homogenized, a process which consists of combining diffe rent types of clay and limestone. The mix is typically dried, then fed into a grinder, which grinds the various materials in preparation for the kiln. The raw materials are calcined, or processed, at a very high temperature in a kiln, to produce clinker. Clinker is the intermediate product used in the manufacture of cement.


Ready-mix concrete is a combination of cement, fine and coarse aggregates, admixtures (which control properties of the concrete including plasticity, pumpability, freeze-thaw resistance, strength and setting time), and water. The Company is a supplier of aggregates primarily the crushed stone, sand and gravel, used in virtually all forms of construction.

Mexican Operations

During the year ended December 31, 2009, the Mexican operations represented approximately 21% of the Company’s net sales. CEMEX Mexico is a direct subsidiary of CEMEX and is both a holding company for some of the operating companies in Mexico a nd an operating company involved in the manufacturing and ma! rketing of cement, plaster, gypsum, groundstone and other construction materials and cement by-products in Mexico. CEMEX Mexico, indirectly, is also the holding company for the international operations. The Company owns Tolteca, Monterrey, Maya, Anahuac, Campana, Gallo, and Centenario brands in Mexico. As of December 31, 2009, the Company owned 100% of CEMEX Mexico.


The Company competes with Holcim Ltd., Sociedad Cooperativa Cruz Azul, Cementos Moctezuma, Grupo Cementos Chihuahua and Lafarge Cementos in Mexico.

U.S. Operations

As of December 31, 2009, the Company’s operations in the United States represented approximately 19% of the Company’s net sales. As of December 31, 2009, the Company held 100% of CEMEX, Inc. As of December 31, 2009, CEMEX had a cement manufacturing capacity of approximately 17.9 million tons per year in the United States operations. As of December 31, 2009, the Company operated 14 cement plants located in Al abama, California, Colorado, Florida, Georgia, Kentucky, Ohio, Pennsylvania, Tennessee and Texas. As of December 31, 2009, it also had 48 rails or water served active cement distribution terminals in the United States. As of December 31, 2009, the Company had 336 ready-mix concrete plants located in the Carolinas, Florida, Georgia, Texas, New Mexico, Nevada, Arizona, California, Oregon and Washington and aggregates facilities in North Carolina, South Carolina, Arizona, California, Florida, Georgia, Kentucky, New Mexico, Nevada, Oregon, Texas, and Washington.


Spanish Operations

As of December 31, 2009, the operations in Spain represented approximately 5% of the Company’s net sales. As of December 31, 2009, the Company held approximately 99.8% of CEMEX Espana, the main operating subsidiary in Spain. The cement activities in Spain are conducted by CEMEX Espana. The ready-mix concrete activities in Spain are conducted by Hormicemex, S.A., a subsidiar y of CEMEX Espana, and the aggregates activities in Spain ar! e conduct! ed by Aricemex S.A., also a subsidiary of CEMEX Espana.

U.K. Operations


As of December 31, 2009, the Company’s operations in the United Kingdom represented approximately 8% of the Company’s net sales. As of December 31, 2009, it held 100% of CEMEX Investments Limited, the holding subsidiary in the United Kingdom. The Company is a provider of building materials in the United Kingdom with vertically integrated cement, ready-mix concrete, aggregates and asphalt operations. It is also a provider of concrete and precast materials solutions, such as concrete blocks, concrete block paving, roof tiles, flooring systems and sleepers for rail infrastructure.


The Company competes with Lafarge, Heidelberg, Tarmac, and Aggregate Industries in the United Kingdom.

German Operations

As of December 31, 2009, the operations in the Rest of Europe consisted of the operations in Germany, France, Ireland, Poland, Croatia, the Czech Republic, Latvia, Austria and Hungary, as well as the other European assets. The Company is a provider of building materials in Germany, with vertically integrated cement, ready-mix concrete, aggregates and concrete products operations (consisting mainly of prefabricated concrete ceilings and walls). It maintains a network for ready-mix concrete and aggregates in Germany. As of December 31, 2009, the Company held 100% of CEMEX Deutschland AG, the holding subsidiary in Germany.


The Company competes with Heidelberg, Dyckerhoff, Lafarge, Holcim and Schwenk in Germany.

French Operations

As of December 31, 2009, the Company held 100% of CEMEX France Gestion (S.A.S.), the holding subsidiary in France. It is a ready-mix concrete producer and aggregate producer in France. As of December 31, 2009, the Company operated 239 ready-mix concrete plants in France, one maritime cement terminal located in LeHavre, on the northern coast of Franc e, 20 land distribution centers and 42 aggregates quarries.

The Company competes with Lafarge, Holcim, Italcementi, Vicat, Lafarge, Italcementi, Colas (Bouygues) and Eurovia (Vinci) in France.


Irish Operations

As of December 31, 2009, the Company held approximately 61.2% of Readymix Plc, the operating subsidiary in the Republic of Ireland. The operations in Ireland produce and supply sand, stone and gravel, as well as ready-mix concrete, mortar and concrete blocks. As of December 31, 2009, we operated 43 ready-mix concrete plants, 27 aggregates quarries and 15 block plants located in the Republic of Ireland, Northern Ireland and the Isle of Man. The Company imports and distributes cement in the Isle of Man.

The Company competes with CRH, the Lagan Group and Kilsaran in the Republic of Ireland.


Polish Operations

As of December 31, 2009, the Company held 100% of CEMEX Polska Sp. z.o.o. (CEMEX Polska), the holding subsidiary in Poland. It is a provider of building mat erials in Poland serving the cement, ready-mix concrete and aggregates markets. As of December 31, 2009, CEMEX operated two cement plants and one grinding mill in Poland, with a total installed cement capacity of three million tons per year. As of December 31, 2009, the Company also operated 39 ready-mix concrete plants and nine aggregates quarries in Poland. As of December 31, 2009, the Company also operated 10 land distribution centers and two maritime terminals in Poland.


The Company competes with Heidelberg, Lafarge, CRH and Dyckerhoff in Poland.

Southeast European Operations

As of December 31, 2009, the Company held 100% of CEMEX Hrvatska d.d. (Hrvatska), the operating subsidiary in Croatia. As of December 31, 2009, it operated three cement plants in Croatia, with an installed capacity of 2.4 million tons per year. As of December 31, 2009, the Company also operated ten land distribution centers, three maritime cement terminals, e ight ready-mix concrete facilities and one aggregates quarry! in Croat! ia, Bosnia and Herzegovina, Slovenia, Serbia and Montenegro.


Advisors’ Opinion:

  • [By GuruFocus]

    George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) – 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) – 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) – 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) – 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) – 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.2 7, with an estimated

  • [By Monica Wolfe]

    Cemex SAB de CV (CX)

    As of the close of the third quarter there were nine guru owners of Cemex. These gurus held a combined weighting of 5.30%. During the third quarter, there were three gurus making buys and nine making sells of their stake in CX.

  • [By Ben Levisohn]

    Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.

Top 5 Supermarket Stocks To Watch For 2015: Alumina Ltd (AWCMF)


Alumina Limited (Alumina), is an Australia-based company. The Company is the holding company of WMC Group. Alumina is engaged in investing in bauxite mining, alumina refining and selected aluminum smelting operations, through its 40% ownership of Alcoa World Alumina and Chemicals (AWAC). The Company’s partner, Alcoa, owns the remaining 60% of AWAC, and is the manager. The Company’s subsidiaries include Alumina Finance Limited, Alumina Holdings (USA) Inc., Alumina International Holdings Pty. Ltd., Alumina Brazil Holdings Pty Ltd, Alumina Limited Do Brasil SA, Alumina (U.S.A.) Inc., Butia Participacoes SA, Westminer Acquisition (U.K.) Limited, Westminer International (U.K.) Limited and Westminer (Investments) B.V. Advisors’ Opinion:

  • [By WWW.MARKETWATCH.COM]

    LOS ANGELES (MarketWatch) — Australian stocks headed into a third day of gains Tuesday, as the S&P/ASX 200 (AU:XJO) rose 0.2% in early trade. Miners (except for gold miners) were among the leading advancers: Rio Tinto Ltd. (AU:RIO) (RIO) rose 0.9%, Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) gained 1.3%, Mt. Gibson Iron Ltd. (AU:MGX) tacked on 2.3%, Alumina Ltd. (AU:AWC) (AWCMF) traded 1.1% higher, and Whitehaven Coal Ltd. (AU:WHC) jumped 5.4% after posting a 26% increase in fiscal-2014 coal output and predicted a modest rebound for coking-coal prices later this year. A hike to the copper-production outlook at Oz Minerals Ltd. (AU:OZL) (OZMLF) was worth a 0.9% gain for the shares as well. On the other side of the ledger, the overnight sell-off in gold sent the volatile gold stocks dropping hard: Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) down 2.5%, Evolution Mining Ltd. (AU:EVN) (CAHPF) down 5.4%, St. Barbara Ltd. (AU:SBM) down 6.7%, and Sydney-listed shares of Alacer Gold Corp. (AU:AQG)

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Australia stocks tilted lower early Monday as the Sydney markets reacted to last week’s disappointing jobs numbers out of the U.S., with the S&P/ASX 200 (AU:XJO) down 0.2% at 5,304.40. Data out Friday showed the U.S. added a net 74,000 jobs, trailing a forecast for 193,000 positions, and while Wall Street ended mixed following the numbers, Australian stocks will global exposure moved lower. Financial major Macquarie Group Ltd. (AU:MQG) (MCQEF) fell 1.8%, mall developer Westfield Group Australia (AU:WDC) (WEFIF) retreated 0.6%, and media firm News Corp. (AU:NWS) (NWS) — the parent of MarketWatch, publisher of this report — gave up 1.3%. But the jobs report also depressed the U.S. dollar, which helped boost prices for dollar-denominated commodities, and this in turn supported Australian resource shares. BHP Billiton Ltd. (AU:BHP) (BHP) gained 0.6%, Rio Tinto Ltd. (AU:RIO) (RIO) added 0.9%, Alumina Ltd. (AU:AWC) (AWCMF) rallied 4.5%, and Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) improved by 1.2%. A strong showing for Comex gold on Friday also sent Newcrest Mining Ltd.

Top 5 Supermarket Stocks To Watch For 2015: CommonWealth REIT (CWH)


CommonWealth REIT is a real estate investment trust launched and managed by Reit Management & Research LLC. The fund invests in the real estate markets of the United States. It seeks to invest in office buildings, industrial buildings, and leased industrial land. CommonWealth REIT was founded in 1986 and is domiciled in United States.

Advisors’ Opinion:

  • [By John Kell var popups = dojo.query(“.socialByline .popC”); popups.forEach(func]

    Corvex Management LP and Related Fund Management LLC called for an earlier special meeting to replace CommonWealth REIT’s(CWH) entire board, with the activist investors criticizing the company’s former board for leaving without engaging in a transition process.

  • [By Canadian Value]

    Real estate guru thinks that shareholders at CommonWealth REIT (CWH) have very little say in what is going on.

    In this case there is an outside manager looking after assets they don’t own.

Top 5 Supermarket Stocks To Watch For 2015: Bayer AG (BAYN)

Bayer AG is a German management holding company with core competencies in the field of health care, nutrition and high-tech materials. It’s business operations are organized into three subgroups: HealthCare, involved in the research, development and manufacture of health products for people and animals, CropScience, engaged in the crop protection and non-agricultural pest control, and MaterialScience, that provides polymers, and develops solution for a range of applications, supported by the service companies Bayer Business Services, Bayer Technology Services and Currenta. It operates through numerous subsidiaries, affiliated companies as well as joint ventures located in Europe, Latin America, Africa, Middle East, North America as well as the Asia/Pacific region, such as Bayer Chemicals AG in Germany, Cotton Growers Services Pty. Limited in Australia and Bayer Israel Ltd in Israel, among others. In July 2013, it acquired Steigerwald Arzneimittelwerk GmbH. Advisors’ Opinion:

  • [By Jonathan Morgan]

    German stocks declined the most in more than two months as a report showed that Germany’s auto market plummeted last month, while Bayer AG (BAYN) and BASF SE (BAS) fell.

  • [By Jonathan Morgan]

    Bayer AG (BAYN) and BASF SE gained, following their European peers higher. Commerzbank AG (CBK), the country’s second-biggest lender, slid 3.7 percent. Deutsche Bank AG (DBK) dropped the most in more than a month after JPMorgan Chase & Co. downgraded the shares.