Top Canadian Companies To Own In Right Now

Activision Blizzard, Inc. (NASDAQ:ATVI) intends to release its fourth quarter 2013 results after the close of the market on Thursday, February 6, 2014. In conjunction with this release, Activision Blizzard will host a conference call that will be broadcast over the Internet.

Wall Street anticipates that the video game maker will earn $0.73 per share for the quarter, which is $0.05 less than last year’s $0.78 per share. iStock expects ATVI  to beat Wall Street’s consensus number. The iEstimate is $0.79; a nickel and a penny above the street’s outlook.

ActivisionBlizzard is the world’s largest and most profitable independent interactive entertainment publishing company. It develops and publishes some of the most successful and beloved entertainment franchises in any medium, including Call of Duty, World of Warcraft, Skylanders, and Diablo.

Top Canadian Companies To Own In Right Now: 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 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.

  • [By Bill Stoller]

    After a banner 2013, the overall market has had a challenging start to 2014. However, these four companies have been crushing it: Alexander Real Estate (NYSE: ARE  ) , BioMed Realty Trust (NYSE: BMR  ) , CommonWealth REIT (NYSE: CWH  ) , and Sun Communities (NYSE: SUI  ) early on in 2014 vs. the S&P 500. Their relative out-performance can also be seen when compared to the Vanguard REIT Index ETF (NYSEMKT: VNQ  ) a good yardstick to measure sector performance.

Top Canadian Companies To Own In Right Now: Grupo Televisa S.A.(TV)

Grupo Televisa, S.A.B., together with its subsidiaries, operates as a media company in Mexico and internationally. It operates in seven segments: Television Broadcasting, Pay Television Networks, Programming Exports, Publishing, Sky, Cable and Telecom, and Other Businesses. The Television Broadcasting segment engages in the production of television programming and broadcasting of channels 2, 4, 5, and 9; and production of television programming and broadcasting for local television stations in Mexico and the United States. The Pay Television Networks segment provides programming services for cable and pay-per-view television companies in Mexico, as well as other countries in Latin America, the United States, and Europe. The Programming Exports segment offers international licensing of television programming. The Publishing segment primarily publishes Spanish-language magazines in Mexico, the United States, and Latin America. The Sky segment provides direct-to-home broadcas t satellite pay television services in Mexico, Central America, and the Dominican Republic. The Cable and Telecom segment operates a cable and telecommunication system in the Mexico City metropolitan area. This segment provides data and long-distance services solutions to carriers and other telecommunications service providers through its fiber-optic network in Mexico and the United States; basic and premium television, pay-per-view, and telephone services. The Other Businesses segment engages in sports and show business promotion, soccer, feature film production and distribution, Internet, gaming, radio, and publishing distribution operations. The company was founded in 1990 and is headquartered in Mexico City, Mexico.

Advisors’ Opinion:

  • [By Monica Wolfe]

    Grupo Televisa (TV)

    Over the past quarter the most gurus held on to Grupo Televisa S.A.B. There were twelve guru owners with seven gurus making buys last quarter and eight making sells. These gurus hold a combined weighting of 7.07%.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Grupo Televisa (NYSE: TV  ) , whose recent revenue and earnings are plotted below.

  • [By Michael J. Carr]

    Grupo Televisa (NYSE: TV) provides programming and cable and satellite services to viewers in the U.S., Mexico, the Dominican Republic and other countries. The company reported more than $5.5 billion in revenue over the past 12 months and earnings of more than $680 million, or $1.10 per share. Cash flow per share doubled in the past 12 months.

  • [By Daniel Cross]

    Grupo Televisa (NYSE: TV) is a broadcasting company that is set to take advantage of growth in several areas. The increase in the United States' Hispanic population means there are 53 million potential users of Spanish-language networks like Univision. Grupo Televisa receives royalties from licensing its programs to Univision, and revenue is expected to top $270 million this year. The emergence of Mexico as a manufacturing powerhouse means that the middle class should see a boost as well. Pay TV is popular in Mexico, as seen by a 12% rise in that segment's revenues from last year. Operating margins are improving as well, increasing from 17% in 2011 to 26% as of the most recent quarter.

Top Canadian Companies To Own In Right Now: Potomac Electric Power Company(POM)

Pepco Holdings, Inc., through its subsidiaries, engages in the transmission, distribution, and supply of electricity. The company also distributes and supplies natural gas. It distributes electricity to approximately 1.8 million customers in the mid-Atlantic region and delivers natural gas to approximately 123,000 customers in Delaware. In addition, the company involves in the retail supply of electricity and natural gas; provision of energy efficiency services to federal, state, and local government customers; and designs, constructs, and operates combined heat and power and central energy plants, as well as owns and operates two oil-fired generation facilities. Further, it offers high voltage electric construction and maintenance services, low voltage electric construction and maintenance services, and streetlight construction and asset management services to utilities, municipalities, and other customers in the Washington, District of Columbia. Additionally, the company holds investments in eight cross-border energy leases. Pepco Holdings, Inc. was founded in 1896 and is based in Washington, District of Columbia.

Advisors’ Opinion:

  • [By Dan Burrows]

    HCN enjoys a solid portfolio of senior housing, long-term care and medical office facilities, but an acquisition spree has greatly increased costs. Still, that hasn’t hurt the share performance this year. HCN stock is up 9.6% for the year-to-date, beating the broader market by a wide margin.

    #7: Pepco Holdings (POM)

    POM Dividend Yield: 5.51%

  • [By Jake L’Ecuyer]

    Top Headline
    Pepco Holdings (NYSE: POM) reported a 35% rise in its fourth-quarter profit. For the year, Pepco projects earnings of $1.12 to $1.27 per share, versus analysts’ estimates of $1.22 per share. Pepco’s quarterly earnings surged to $58 million, or $0.23 per share, versus a year-ago profit of $43 million, or $0.18 per share. Excluding one –time items, its earnings from continuing operations came in at $0.24 per share. Its total operating revenue climbed 3.3% to $1.09 billion. However, analysts were expecting earnings of $0.21 per share on revenue of $1.11 billion.

  • [By Jake L’Ecuyer]

    Top Headline
    Pepco Holdings (NYSE: POM) reported a 35% rise in its fourth-quarter profit. For the year, Pepco projects earnings of $1.12 to $1.27 per share, versus analysts’ estimates of $1.22 per share. Pepco’s quarterly earnings surged to $58 million, or $0.23 per share, versus a year-ago profit of $43 million, or $0.18 per share. Excluding one –time items, its earnings from continuing operations came in at $0.24 per share. Its total operating revenue climbed 3.3% to $1.09 billion. However, analysts were expecting earnings of $0.21 per share on revenue of $1.11 billion.

  • [By Michael Calia]

    Pepco Holdings Inc.(POM) said Chairman and Chief Executive Joseph M. Rigby plans to step down as CEO near the end of this year after a successor is named. Mr. Rigby plans to stay on as the power company’s chairman until next year’s annual shareholders meeting to assist in the transition. He plans to retire from the company in the first half of 2015.

Top Canadian Companies To Own In Right Now: CF Industries Holdings Inc. (CF)

CF Industries Holdings, Inc., through its subsidiary, CF Industries, Inc., manufactures and distributes nitrogen and phosphate fertilizer products, serving agricultural and industrial customers worldwide. It operates in two segments, Nitrogen and Phosphate. The Nitrogen segment principally offers ammonia, granular urea, urea ammonium nitrate solution, urea liquor, diesel exhaust fluid, and aqua ammonia. The Phosphate segment primarily offers diammonium phosphate and monoammonium phosphate. The company also owns 50% interests in the GrowHow UK Limited, a nitrogen products producer in the United Kingdom; Point Lisas Nitrogen Limited, an ammonia producer; and KEYTRADE AG, a global fertilizer trading company. CF Industries Holdings’ customers include cooperatives and independent fertilizer distributors primarily in the midwestern United States. The company was founded in 1946 and is headquartered in Deerfield, Illinois.

Advisors’ Opinion:

  • [By Tomi Kilgore]

    Potash Corp. of Saskatchewan(POT) rose 0.5%, Mosaic(MOS) gained 0.1% and Intrepid Potash(IPI) climbed 0.7%. In addition, CF Industries Holdings(CF) tacked on 1.4% and Agrium(AGU.T) advanced 1.1%.

  • [By John Kell]

    CF Industries Holdings Inc.’s(CF) fourth-quarter profit slid 31% as the fertilizer producer’s sales were stung by lower prices and higher natural gas costs. The results, while lower than last year, still exceeded Wall Street’s expectations. Shares edged up 3.9% to $235 premarket.

  • [By Charles Mizrahi]

    CF Industries, Inc. (CF) is one of the largest manufacturers and distributors of nitrogen and phosphate fertilizer products in the world.

    Global nitrogen prices have been under pressure as a result of increased exports, in large part, from China. Foreign competition is a short-term concern resulting in weaker earnings.

Top Canadian Companies To Own In Right Now: Ingram Micro Inc. (IM)

Ingram Micro Inc. distributes information technology (IT) products; and provides supply chain solutions, mobile device lifecycle services, and logistics solutions worldwide. The company’s IT peripherals include printers, scanners, displays, projectors, monitors, panels, mass storage, and tape; large format LCD and plasma displays, enclosures, mounts, media players, content software, and content creation and hosting; mobile phones, digital cameras and video disc players, game consoles, televisions, audio, media management, and home control products; barcode/card printers, AIDC scanners and software, and wireless infrastructure products; IP video surveillance, security and fire alarm systems, and access control smart cards; processors, motherboards, hard drives, and memory products; and ink and toner supplies, paper, carrying cases, and anti-glare screens. It also provides various systems, including rack, tower, and blade servers; desktops; portable personal computers and t ablets; and software products, such as business application, operating system, entertainment, security, storage, and virtualization software products, as well as middleware and developer software tools. The company’s networking products comprise switches, hubs, routers, wireless local area networks, wireless wide area networks, network interface cards, cellular data cards, network-attached storage, and storage area networks; voice over Internet protocol, communications, modems, phone systems, and video/audio conferencing; and firewalls, virtual private networks, intrusion detection, and authentication devices and appliances. In addition, it provides integration, technical support, training, financial and credit, marketing, predictive analytics, eCommerce, reseller community hosting, managed, cloud, managed print, and professional services. The company sells its products to resellers through sales representatives. Ingram Micro Inc. was founded in 1979 and is headquartered i n Santa Ana, California.

Advisors’ Opinion:

  • [By Keith Speights]

    My take is that Qualcomm has rapidly established itself as the de facto standard for connecting with medical devices. The company isn’t doing it alone, though. It teamed with Ingram Micro (NYSE: IM  ) , the world’s largest technology distributor, to support the implementation, logistics, and financial services related to the 2net hub and platform. This partnership should help propagate Qualcomm’s technology more effectively than the company could have done on its own.

  • [By Geoff Gannon]

    A huge net-net like Ingram Micro (IM) with nine out of ten years of profits in the last decade is pretty unusual. And Ingram operates on a razor-thin margin. It usually makes about one cent in profit for every dollar of sales.

  • [By Jon C. Ogg]

    The first list of 24/7 Wall St. stocks under book value for the month of August are Apache Corp. (NYSE: APA), Fresh Del Monte Produce Inc. (NYSE: FDP), Genworth Financial Inc. (NYSE: GNW), Ingram Micro Inc. (NYSE: IM) and JetBlue Airways Corp. (NASDAQ: JBLU). We generally have focused on net asset values and tangible book values, as well as forward price-to-earnings multiples, share price performance, analyst expectations via the Thomson Reuters consensus price target and more.

Top Canadian Companies To Own In Right Now: OM Group Inc.(OMG)

OM Group, Inc. develops, produces, and markets specialty chemicals, advanced materials, and electrochemical energy storage products worldwide. The company operates in three segments: Advanced Materials, Specialty Chemicals, and Battery Technologies. The Advanced Materials segment manufactures inorganic products using unrefined cobalt and other metals and serves the battery materials, powder metallurgy, ceramics, and chemical end markets. It offers cobalt powders, precursors, chemicals, pigments and ceramics, and various raw materials. These products enhance the electrical conduction of rechargeable batteries, as well as strengthen and add durability to diamond and machine cutting tools and drilling equipment. The Specialty Chemicals segment offers electronic chemicals for the printed circuit board, memory disk, general metal finishing, electronic packaging and finishing, and photovoltaic markets. This segment also provides advanced organics comprising additives and driers for paints, and printing inks; rubber adhesion promoters for tires; composite and other catalysts for chemicals; and fuel oil additives, lubricants, and grease additives. In addition, it offers ultra pure chemicals used in the manufacture of electronic and computer components, such as semiconductors, wafers, and liquid crystal displays; and photo-imaging masks, including high-purity quartz or glass plates containing precision, microscopic images of integrated circuits; and reticles for the semiconductor, optoelectronics, and microelectronics industries under the Compugraphics brand name. The Battery Technologies segment provides battery products, primary and secondary batteries, battery management systems, battery chargers, and energetic devices for defense applications; primary and secondary batteries for satellites, aircraft, and the packaging of cells; and miniature batteries to power implantable medical devices. The company was founded in 1991 and is headquartered in Cle veland, Ohio.

Advisors’ Opinion:

  • [By Laura Brodbeck]

    Friday

    Earnings Expected From: Chevron Corporation (NYSE: CVX), OM Group, Inc. (NYSE: OMG), Public Storage (NYSE: PSA) Economic Releases Expected:  US ISM manufacturing index, Canadian manufacturing PMI, British manufacturing PMI, Norwegian unemployment rate

    Posted-In: Bank Of England Federal ReserveNews Eurozone Commodities Previews Global Economics Federal Reserve After-Hours Center Markets Trading Ideas Best of Benzinga

  • [By Rich Smith]

    KMG Chemicals (NYSE: KMG  ) is buying OM Group’s (NYSE: OMG  ) Ultra Pure Chemicals subsidiaries in the U.S., U.K., Singapore, and perhaps in France as well.

Top Canadian Companies To Own In Right Now: 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]

    Yet, Europe’s leading potash player K+S (NASDAQOTH: KPLUY  ) just said that, because of the upheaval that’s occurred in the market, it was slashing its dividend by 82% for 2013, reducing the payout ratio to just 11% of adjusted after tax earnings, a far cry from the miner’s usual ratio of between 40% and 50%. Could this signal a new era of austerity that will ultimately see Potash, Agrium (NYSE: AGU  ) , and Mosaic (NYSE: MOS  )  end up whacking their payouts, as well?

  • [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?

Top Canadian Companies To Own In Right Now: Tim Hortons Inc.(THI)

Tim Hortons Inc. develops, franchises, and operates quick service restaurants primarily in Canada and the United States. Its restaurants serve coffee and other hot and cold beverages, baked goods, sandwiches, soups, and other food products. As of April 03, 2011, the company and its restaurant owners operated 3,169 restaurants in Canada and 613 restaurants in the United States under the Tim Hortons name; and had 274 primarily self-serve licensed locations in the Republic of Ireland and the United Kingdom Tim Hortons Inc. was founded in 1964 and is based in Oakville, Canada.

Advisors’ Opinion:

  • [By Nickey Friedman]

    Growth continues to turn from good to better for Tim Hortons’ (NYSE: THI  ) competitors Starbucks (NASDAQ: SBUX  ) , Dunkin’ Brands Group (NASDAQ: DNKN  ) , and Krispy Kreme Doughnuts (NYSE: KKD  ) . Though Little Timmy has lagged behind, that could change, beginning with the five-year strategic plan the company will outline on Feb. 25.

  • [By Charles Carlson]

    If you are new to DRIP investing, treat yourself to a few DRIPs this holiday season. Trust me—It’ll change your life.

    American Water Works (AWK)—yielding 2.7% with a DRIP minimum of $100

    Cincinnati Financial (CINF)—yielding 3.2% with a DRIP minimum of $25

    CVS Caremark (CVS)—yielding 1.4% with a DRIP minimum of $100

    Dominion Resources (D)—yielding 3.4% with a DRIP minimum of $40

    Domino’s Pizza (DPZ)—yielding 1.2% with a DRIP minimum of $65

    Eaton (ETN)—yielding 2.3% with a DRIP minimum of $100

    Flowserve (FLS)—yielding 0.8% with a DRIP minimum of $100

    Kellogg (K)—yielding 3.0% with a DRIP minimum of $50

    New Jersey Resources (NJR)—yielding 3.7% with a DRIP minimum of $100

    Quest Diagnostics (DGX)—yielding 2.0% with a DRIP minimum of $100

    Tim Hortons (THI)—yielding 1.7% with a DRIP minimum of $25

    Subscribe to Dow Theory Forecasts here…

  • [By Rich Duprey]

    Canadian restaurant chain Tim Horton’s  (NYSE: THI  )  declared today its regular quarterly dividend of $0.26 per share, slightly higher than the $0.2534 per share it paid back in February. 

  • [By Eric Volkman]

    Tim Hortons (NYSE: THI  ) will have a new nameplate on the door of its chief executive’s office starting this summer. The company announced that it has named Marc Caira as CEO, effective July 2. He succeeds Paul House, who will remain in his post as chairman of the board.

Top Canadian Companies To Own In Right Now: Franklin Covey Company (FC)

Franklin Covey Co. provides training and consulting solutions to address leadership, execution, productivity, trust, customer loyalty, sales performance, and education problems worldwide. The company also offers clients with training in management skills, relationship skills, and individual effectiveness, as well as personal-effectiveness literature and electronic educational solutions. In addition, it sells a suite of individual-effectiveness and leadership-development training products; and books, e-books, audio media, downloadable and paper-based tools, content-rich software applications for smart phones and other handheld devices, training accessories, and other related products. The company delivers its products and services through onsite presentations, facilitators, international licensees, e-learning, public workshops, custom solutions, intellectual property licenses, and media publishing methods to organizational clients, including corporations, governmental agenc ies, educational institutions, and other organizations, as well as individual clients. Franklin Covey Co. was founded in 1983 and is headquartered in Salt Lake City, Utah.

Advisors’ Opinion:

  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected: IHS Inc. (NYSE: IHS), Commercial Metals Company (NYSE: CMC), Franklin Covey Company (NYSE: FC), Micron Technology, Inc. (NASDAQ: MU), Apollo Group, Inc. (NASDAQ: APOL) Economic Releases Expected: French consumer confidence, German unemployment rate, Brazilian CPI, Canadian trade balance

    Wednesday

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Franklin Covey (NYSE: FC  ) , whose recent revenue and earnings are plotted below.