Top Clean Energy Companies To Own In Right Now

In any state where the infrastructure is designed to support a competitive, market-based economy a potential deal between the No. 1 and the No. 2 participants in a given industry will be subject, properly, to intense scrutiny.

And so will be the proposed $45.2 billion engagement of Comcast Corp (NSDQ: CMCSA) and Time Warner Cable Inc (NYSE: TWC) before they can be joined as one.

During a Feb. 13, 2014, conference call with analysts and members of the media to discuss his company’s latest audacious move, Comcast Executive Vice President David Cohen noted that customers’ interests will be advanced via “quality of service, by quality of offerings, by technological innovations” achievable by a combination with Time Warner Cable.

Mr. Cohen’s statement is part of Comcast’s effort to define the terms of the regulatory review process. Ultimately it will come down to two questions, whether Comcast and Time Warner can demonstrate that the deal is in the public interest and whether the government show, convincingly, that it will harm competition.

Top Clean Energy Companies To Own In Right Now: China Eastern Airlines Corp Ltd (CEA)

China Eastern Airlines Corporation Limited (China Eastern), incorporated on April 14, 1985, is an air carriers operating in the People’s Republic of China. As of December 31, 2010, the Company served a route network that covers 182 domestic and foreign cities in 30 countries. It operates from Shanghai’s Hongqiao International Airport and Pudong International Airport. During the year ended December 31, 2010, its flights accounted for 52.2% and 37.9% of all the flight traffic at Hongqiao International Airport and Pudong International Airport, respectively. During 2010, it accounted for approximately 31.1% of the total passenger traffic volume and 19% of the total freight volume on routes to and from Shanghai. As of December 31, 2010, it had a fleet of 355 aircraft, including 337 passenger jets each with a seating capacity of over 100 seats and 18 freighters.

Passenger Operations

During 2010, the Company operated approximately 9,600 scheduled fl ights per week, excluding charter flights, serving a route network that covers 182 domestic and foreign cities in 30 countries. During 2010, its domestic routes generated approximately 71.5% of its passenger revenues. Its heavily traveled domestic routes link Shanghai to the commercial and business centers of the People’s Republic of China, such as Beijing, Guangzhou and Shenzhen. During 2010, it also operated approximately 361 flights per week to and from Hong Kong, originating from Shanghai and 16 major cities in eastern, northern and western the People’s Republic of China. During 2010, it operated approximately 103 flights per week between mainland China and Taiwan. During 2010, its regional routes accounted for approximately 5.4% of its passenger revenues. During 2010, it operated approximately 1,079 international flights per week, serving 60 cities in 29 countries, linking Shanghai to cities in Asian and Southeast Asian countries, such as Japan, Korea, India, Singap ore, Thailand and Bangladesh and locations in Europe, the Un! ited States and Australia.

During 2010, the Company re-started its Shanghai to London and Shanghai to Moscow routes. During 2010, revenues derived from its operations on international routes accounted for approximately 23.2% of its passenger revenues. During 2010, revenues derived from its operations to and from Japan accounted for approximately 7.7% of its passenger revenues and approximately 33.4% of its international passenger revenues. Its international and regional flights and a portion of its domestic flights either originate or terminate in Shanghai, the central hub of its route network. Its operations in Shanghai are conducted at Hongqiao International Airport and Pudong International Airport. On March 16, 2010, it moved its operations at Hongqiao International Airport to the terminal two of Hongqiao International Airport. It operates its flights through three hubs located in eastern, northwestern and southwestern China, namely Shanghai, Xi’an and Kun ming, respectively.

Cargo and Mail Operations

The Company’s cargo and mail business utilizes the same route network used by its passenger airline business. It carries cargo and mail on its freight aircraft, as well as in available cargo space on its passenger aircraft. Its cargo and mail routes are international routes. As of December 31, 2010, it had seven MD-11F, four B777F and two B757-200F freight aircraft under operating leases for cargo and mail operations. It also has three Airbus A300-600R aircraft, as well as two Boeing 747-400ER freighters for its cargo operations.

The Company competes with Air China Limited, China Southern Airlines Company Limited, Hong Kong Dragon Airlines Limited, Cathay Pacific Airways, Thai Airways International, Singapore Airlines, Delta Air Lines, United Airlines, American Airlines, Air Canada, Delta, Alitalia, Air France-KLM Group, Asiana Airlines, Korean Air, Virgin Atlantic Airways, British Airways , Lufthansa German Airlines, Aeroflot and Qantas Airways.

Advisors’ Opinion:

  • [By Belinda Cao]

    The Bloomberg China-US Equity Index (CH55BN) of the most-traded Chinese companies in the U.S. slumped 3.4 percent last week to a seven-month low of 89.04. The gauge traded at 13.5 times estimated earnings, 3.6 percent below the S&P’s valuation, data compiled by Bloomberg show. China Southern Airlines Co. (ZNH) and China Eastern Airlines Corp. (CEA) lost more than 6 percent April 5, while Home Inns & Hotels Management Inc. (HMIN) tumbled 16 percent in the week.

Top Clean Energy Companies To Own In Right Now: Northern Dynasty Minerals Ltd (NAK)

Northern Dynasty Minerals Ltd. (Northern Dynasty) is engaged in the exploration of mineral properties. The Company holds 650 square miles of mineral claims in southwest Alaska, United States. As of December 31, 2011, the Company owned 50% interest in the Pebble Limited Partnership (the Pebble Partnership). The Pebble Partnership owns the Pebble Copper-Gold-Molybdenum Project (the Pebble Project). Its principal mineral property interest is located in Alaska, United States. The Pebble property (Pebble) is located in southwest Alaska, 19 miles (30 kilometers) from the villages of Iliamna and Newhalen, and approximately 200 miles (320 kilometers) southwest of the city of Anchorage. The Company’s wholly owned subsidiaries include 3537137 Canada Inc., Northern Dynasty Partnership and U5 Resources Inc. In December 2013, the Company announced that it has completed the re-acquired 100% ownership and control of the Pebble Partnership. Advisors’ Opinion:

  • [By Rich Duprey]

    Canadian mineral exploration and development company Northern Dynasty Minerals (NYSEMKT: NAK  ) has approved an $80 million budget for 2013 to advance its Pebble project in Alaska.

  • [By Ben Kramer-Miller]

    This article is about Northern Dynasty Minerals (NAK). Northern Dynasty Minerals has a market capitalization of $190 million. It is a 50% owner of the Pebble Mine in Alaska.

  • [By Paul Ausick]

    Stocks on the move: Boise Inc. (NYSE: BZ) is up 26% at $12.55 following the company’s acquisition by Packaging Corporation of America Inc. (NYSE: PKG) for $12.55 a share ($1.28 billion). Omeros Corp. (NASDAQ: OMER) is up 68.2% at $8.56 following an analyst upgrade. Northern Dynasty Minerals Ltd. (NYSEArca: NAK) is down 33.3% at $1.48 following an announcement from Anglo American plc that it was withdrawing from a massive copper mining project in Alaska.

Top Clean Energy Companies To Own In Right Now: Suburban Propane Partners L.P.(SPH)

Suburban Propane Partners, L.P., through its subsidiaries, engages in the retail marketing and distribution of propane, fuel oil, and refined fuels. Its Propane segment is involved in the distribution of propane to residential, commercial, industrial and agricultural customers, as well as in the wholesale distribution to industrial end users. This segment offers propane primarily for space heating, water heating, cooking, and clothes drying in the residential and commercial markets; for use as a motor fuel in internal combustion engines to power over-the-road vehicles, forklifts, and stationary engines, as well as to fire furnaces and as a cutting gas to the industrial customers; and for tobacco curing, crop drying, poultry brooding, and weed control in the agricultural markets. The company?s Fuel Oil and Refined Fuels segment engages in the retail distribution of fuel oil, diesel, kerosene, and gasoline to residential and commercial customers primarily for use as a sourc e of heat in homes and buildings. Its Natural Gas and Electricity segment markets natural gas and electricity to residential and small commercial customers in the deregulated energy markets of New York and Pennsylvania. The company also sells, installs, and services of a range of home comfort equipment, including whole-house heating products, air cleaners, humidifiers, hearth products, and space heaters; and sells and installs natural gas and propane gas grills, fireplaces, and related accessories and supplies through retail stores. As of September 24, 2011, it served approximately 750,000 residential, commercial, industrial, and agricultural customers primarily in the east and west coast regions of the United States, including Alaska, as well as operated 2 retail stores in the northwest and northeast regions in the United States. Suburban Energy Services Group LLC serves as a general partner of Suburban Propane Partners, L.P. The company was founded in 1945 and is based in Whippany, New Jersey.

Advisors’ Opinion:

  • [By Robert Rapier]

    There were six MLP questions remaining at the end of the chat that required an extended answer, or a bit more research. This week I will answer three: one on the MLP Parity Act, another on Regency Energy Partners (NYSE: RGP) and Suburban Propane Partners (NYSE: SPH), and finally one on Golar LNG Partners (Nasdaq: GMLP).

  • [By Robert Rapier]

    The four propane-focused MLPs are AmeriGas Partners (NYSE: APU), Suburban Propane Partners (NYSE: SPH), NGL Energy Partners (NYSE: NGL), and Ferrellgas Partners (NYSE: FGP).

  • [By Traders Reserve]

    Suburban Propane (SPH) does one thing – it distributes propane – and while the stock is down because sales are booming and profits are not. Revenue in 2012 was up almost 65% I 2012 (in part due to an acquisition), and will be up another 10% or more in 2013 despite the fall in most prices. I expect this to turn around this year, in part because of increased supplies of propane from shale fields.

  • [By Dan Caplinger]

    Ferrellgas Partners (NYSE: FGP  ) will release its quarterly report on Friday, and shares of the propane distributor have jumped to two-year highs recently. Yet with a somewhat different exposure to the industry than rivals AmeriGas (NYSE: APU  ) and Suburban Propane (NYSE: SPH  ) , will Ferrellgas earnings be able to grow enough to make optimistic investors satisfied?

Top Clean Energy Companies To Own In Right Now: Retail Opportunity Investments Corp.(ROIC)

Retail Opportunity Investments Corp., a real estate investment trust (REIT), engages in the acquisition, ownership, and management of necessity-based community and neighborhood shopping centers in the eastern and western regions of the United States. As of December 31, 2011, its portfolio consisted of 30 owned retail properties totaling approximately 3.2 million square feet of gross leasable area. The company has elected to be taxed as a REIT, for U.S. federal income tax purposes. The company is based in White Plains, New York.

Advisors’ Opinion:

  • [By Holly LaFon]

    Our disciplined, risk-averse approach has often left us looking up at benchmarks during dynamic bull markets. In a more historically typical market cycle, 2013’s results would have given us less to explain or complain about. But these calendar-year results came after several portfolios underperformed their benchmarks in 2012 and 2011. The last three years, then, have left us increasingly frustrated, even as the reasons behind these underperformances are clear. Small-cap companies with high returns on invested capital (ROIC) and low-debt balance sheets have, as a group, underperformed their more leveraged counterparts. In addition, more economically sensitive cyclical sectors, including Energy, Industrials, Materials, and Information Technology—have trailed more defensive areas (such as Utilities) and less conservatively capitalized, higher-yielding vehicles (e.g., REITs and MLPs) where we have little if any exposure. Over the last several years, we have found many of w hat we think are highly attractive opportunities in cyclical sectors and/or in companies with strong balance sheets and high ROIC. Most have had only limited participation in the rally that began in March 2009. There have also been industries, such as precious metals & mining, that did very well in the initial phase of the recovery following the Financial Crisis before they began to correct sharply in 2011 and are yet to recover. So while nearly all sectors and industries across all asset classes did well in 2013, companies with many of the qualities that we look for have not yet led for long. Our approach leads us to conservatively capitalized companies with high ROIC and strong cash flow characteristics, among other attributes. Investors have still not gravitated to these kinds of companies in comparatively large numbers. However, it’s worth mentioning that many quality small-cap companies did very well on an absolute basis in 2013, particularly in the year’s last eight months.

  • [By Brian Stoffel]

    Retail Opportunity Investment Corp. (NASDAQ: ROIC  )
    Fool analyst Michael Olsen tends to focus on overlooked companies that offer up deals based on the difference between a stock’s price and its intrinsic value. His recent pick of ROIC stock is right down his alley.

  • [By David Trainer]

    Over the past few years, SWK has demonstrated little ability to grow NOPAT organically. Instead, the company has relied on big acquisitions to fuel growth. This strategy is unsustainable because the company cannot indefinitely pump more capital into the business while getting back proportionally less cash flow (NOPAT). That strategy leads to declining ROICs, which is what the company is doing now. Figure 1 contrasts SWK’s rising NOPAT with its declining return on invested capital (ROIC). Investors should focus on the bottom line, which is ROIC, not the top line revenues or earnings because those metrics ignore the amount of invested capital used to generate them.

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, shopping center REIT Retail Opportunity Investments Corp. (NASDAQ: ROIC  ) has earned a coveted five-star ranking.

Top Clean Energy Companies To Own In Right Now: Semiconductor Manufacturing International Corporation(SMI)

Semiconductor Manufacturing International Corporation, an investment holding company, engages in the computer-aided design, manufacture, packaging, testing, and trade of integrated circuits. It offers a range of technologies from 0.35