Top Logistics Companies To Invest In Right Now

NEW YORK (TheStreet) — Banks aren’t lending enough to get the economy moving. In an effort to understand why, I spoke to three people with different points of view who are smarter about these issues than I am.

The Federal Reserve shows banks have an astonishing $2.3 trillion in excess reserves — that is capital available for lending but merely sitting on bank balance sheets. Prior to the financial crisis, that figure was at about $1.5 billion.

I started with Richard Bove, a bank analyst at Rochdale Securities. Bove has been outspoken in his view that U.S. banks are overregulated in virtually everything that they do. He recently argued that fines against JPMorgan Chase (JPM) amounted to government “extortion” of the bank’s shareholders.

Top Logistics Companies To Invest In Right Now: CSG Systems International Inc.(CSGS)

CSG Systems International, Inc. provides business support solutions primarily to the communications industry. Its suite of solutions comprises Advanced Convergent Platform, a billing and customer care, and business optimization platform; Singleview suite, an integrated customer care, billing, and real-time rating and charging solution; Total Service Mediation (TSM) framework supports offline, and real-time mediation requirements, as well as service activation; and Wholesale Business Management (WBM) solution, a wholesale settlement and routing solution that handles various types of traffic consisting of voice, data, and content. The company?s solutions also include customer interaction management solutions that deliver interactive voice, SMS/text, print, email, Web, and fax messages on behalf of clients; analytics and intelligence services suite delivers an approach for enhancing the customer experience, increasing sales opportunities, and optimizing business; and Content Direct solutions, which enable content providers to manage subscriber preferences and offer digital content. It also licenses software products, such as WBM solution, TSM, and Singleview products; and offers professional services to implement these software products. The company also provides its services to financial services, healthcare, utilities, entertainment, and content distribution industries. It operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company was founded in 1994 and is headquartered in Englewood, Colorado.

Advisors’ Opinion:

  • [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 CSG Systems International (Nasdaq: CSGS  ) , whose recent revenue and earnings are plotted below.

  • [By Rich Duprey]

    Telecom industry services provider CSG Systems (NASDAQ: CSGS  ) announced today that it would initiate the payment of a quarterly dividend to investors, marking the first time in company history it has done so.

Top Logistics Companies To Invest In Right Now: Entertainment Properties Trust (EPR)

EPR Properties, a real estate investment trust (REIT), develops, owns, leases, and finances entertainment and related properties in the United States and Canada. Its properties include megaplex theatres, entertainment retail centers, and destination recreational and specialty properties. As of December 31, 2007, the company had a real estate portfolio of 79 megaplex theatre properties located in 26 states in the U.S. and Ontario, Canada; 1 additional theatre property under development; 8 entertainment retail centers located in Westminster, Colorado, New Rochelle, New York, White Plains, New York, Burbank, California, and Ontario, Canada; and 1 additional entertainment retail center under development and land parcels leased to restaurant and retail operators. EPR Properties qualifies as a REIT under the Internal Revenue Code and would not be subject to federal income tax to the extent that it distributes at least 90% of its taxable income to its shareholders. The company wa s founded in 1997 and is based in Kansas City, Missouri.

Advisors’ Opinion:

  • [By Marc Bastow]

    Entertainment properties real estate investment trust EPR Properties (EPR) raised its monthly dividend 28.5 cents per share, payable Feb. 18 to shareholders of record Jan. 31. EPR stock is the highest yielder of this week’s dividend stocks.
    EPR Dividend Yield: 6.77%

  • [By Monica Gerson]

    EPR Properties (NYSE: EPR) closed a deal to acquire the Camelback Mountain Resort in Tannersville, PA, for around $70 million. EPR Properties shares gained 0.31% to close at $48.59 on Friday.

  • [By Lawrence Meyers]

    I also jumped on the 9% Preferred Series E of an interesting REIT called EPR Properties (EPR), a $2.38 billion trust that owns 114 megaplex movie theaters; nine entertainment retail centers; seven family entertainment centers where one can bowl, enjoy nightlife, or sit atop observational towers; 13 metro ski parks; three water parks; four golf complexes, and 48 public charter schools.

Top Logistics Companies To Invest In Right Now: JDS Uniphase Corporation(JDSU)

JDS Uniphase Corporation provides communications test and measurement solutions, and optical products for telecommunications service providers, wireless operators, cable operators, network-equipment manufacturers, and enterprises worldwide. The company?s Communications Test and Measurement segment supplies instruments, software, and services to enable the design, deployment, and maintenance of communication equipment and networks. Its product portfolio consists of test tools, platforms, software, and services for wireless and fixed networks. The company?s Communications and Commercial Optical Products segment offers components, modules, subsystems, and solutions that are used by communications equipment providers for telecommunications and enterprise data communications. This segment?s products comprise transmitters, receivers, amplifiers, ROADMs, optical transceivers, multiplexers and demultiplexers, switches, optical-performance monitors and couplers, splitters, and circ ulators, which enable the transmission of video, audio, and text data through fiber-optic cables. It also provides various laser products, including diode, direct-diode, diode-pumped solid-state, fiber, and gas lasers for micromachining, materials processing, bioinstrumentation, consumer electronics, graphics, medical/dental, and optical pumping; and photovoltaic products, such as concentrated photovoltaic cells and receivers for generating energy from sunlight, as well as fiber optic-based systems for delivering and measuring electrical power. The company?s Advanced Optical Technologies segment offers optical solutions for security and brand-differentiation applications; and thin film coatings for a range of public and private-sector markets. This segment also provides multilayer product-security solutions that deliver overt, covert, forensic, and digital product and document verification. JDS Uniphase Corporation was founded in 1979 and is headquartered in Milpitas, Calif o rnia.

Advisors’ Opinion:

  • [By Dan Caplinger]

    Facebook certainly took the spotlight in the decision from S&P Dow Jones Indices to include the social media giant in the S&P 500. But lost in the Facebook news was the fact that Alliance Data Systems (NYSE: ADS  ) and Mohawk Industries (NYSE: MHK  ) also gained admission to the prestigious index, while Abercrombie & Fitch (NYSE: ANF  ) , JDS Uniphase (NASDAQ: JDSU  ) , and Teradyne (NYSE: TER  ) made their exit. Let’s take a closer look at the other winners and losers in the Facebook index shuffle.

  • [By James O’Toole]

    S&P also announced Wednesday that clothing retailer Abercrombie & Fitch (ANF) and communication technology firm JDS Uniphase Corp. (JDSU) will be leaving the index, to be replaced by Alliance Data Systems (ADS) and floor-covering producer Mohawk Industries (MHK, Fortune 500).

  • [By Sean Williams]

    Finally, fiber-optic components maker JDS Uniphase (NASDAQ: JDSU  ) vaulted higher by 4.8%. Investors have been particularly supportive of the fiber-optic sector of late, as demand from China, as well as infrastructure upgrades from domestic service providers, portends growth that should continue throughout much of 2013. JDS is unquestionably a cyclical company, but it appears ripe for further appreciation based on the optimistic forecasts of its peers.

Top Logistics Companies To Invest In Right Now: Brookfield Office Properties Inc. (BPO)

Brookfield Properties Corporation is a publicly owned real estate investment firm. The firm engages in the ownership, development, and management of premier commercial properties. It also provides ancillary real estate service businesses, such as tenant service and amenities. The firm invests in the real estate markets of the United States with a focus on North American cities, including New York, Boston, Washington, D.C., Toronto, Calgary, Denver, and Minneapolis. It primarily invests in properties and development sites predominantly office buildings. The firm operates as a subsidiary of Brookfield Asset Management Inc. It was formerly known as Carena-Bancorp Holdings, Inc. and changed its name to Le Holding Carena-Bancorp Inc. in 1978. The company further changed its name to Carena-Bancorp, Inc. in 1985; to Carena Developments Limited in 1989; and to Brookfield Properties Corporation in 1996. Brookfield Properties was founded in 1923 and is based in New York, New York wi th an additional office in Toronto, Canada

Advisors’ Opinion:

  • [By Victor Selva]

    Xerox Corporation (XRX), with a market capitalization of $13.11 billion, is among the largest companies in the global document markets. It is a provider of business process and document management. The company is a Business Process Outsourcing (BPO) company engaged in managing transaction processes.

  • [By Luke Jacobi]

    Brookfield Office Properties (NYSE: BPO) got a boost, closing up 13.71 percent to $19.07 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.

  • [By Jake L’Ecuyer]

    Shares of Brookfield Office Properties (NYSE: BPO) got a boost, shooting up 13.45 percent to $19.02 after Brookfield Property Partners (NYSE: BPY) proposed to acquire Brookfield Office Properties for $19.34 per share.

  • [By Mike Arnold]

    Brookfield’s public assets include a 21% stake (and potentially more given certain warrants held by Brookfield) in General Growth Properties (GGP), a 51% stake in Brookfield Office Properties (BPO), a 36% stake (again, more if certain warrants are exercised) in Rouse Properties (RSE) and 21% stake in Canary Wharf Group Plc, which is majority owned by Songbird Estates Plc (SBEPF.PK).

Top Logistics Companies To Invest In Right Now: WisdomTree Europe SmallCap Dividend Fund (DFE)

WisdomTree Europe SmallCap Dividend Fund is a non-diversified fund. It seeks investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree Europe SmallCap Dividend Index.

The WisdomTree Europe SmallCap Dividend Index is a fundamentally weighted index that measures the performance of the small-capitalization segment of the European dividend-paying market. The Index is comprised of the companies that compose the bottom 25% of the market capitalization of the WisdomTree Europe Dividend Index.

Advisors’ Opinion:

  • [By Matthew McCall]

    The European equity rebound continues and within the region the small cap stocks have been quietly performing very well. The WisdomTree Europe Small Cap Dividend ETF (NYSE: DFE) focuses on small cap stocks that pay high dividends.

Top Logistics Companies To Invest In Right Now: Susser Petroleum Partners LP (SUSP)

Susser Petroleum Partners LP is primarily engaged in fee-based wholesale distribution of motor fuels to Susser Holdings Corporation (SHC) and third parties. SHC operates over 540 retail convenience stores under its Stripes convenience store brand. In addition to distributing motor fuel, the Company also distributes other petroleum products, such as propane and lube oil, and it receive rental income from real estate that it lease or sublease. In January 2014, Susser Petroleum Partners LP announced the acquisition of the convenience store assets and fuel distribution contracts of Sac-N-Pac Stores, Inc. and 3W Warren Fuels, Ltd.

During the year ended December 31, 2011, the Company distributed 789.6 million gallons of motor fuel to Stripes convenience stores and 522.8 million gallons of motor fuel to other customers. It also distributes Chevron, CITGO, Conoco, Exxon, Mobil, Phillips 66, Shamrock, Shell, Texaco and Valero branded motor fuel, as well as unbranded mo tor fuel. In addition to distributing motor fuel, it also distributes other petroleum products, such as propane and lube oil.

Advisors’ Opinion:

  • [By Robert Rapier]

    Susser Petroleum Partners (NYSE: SUSP) debuted in September 2012, and has appreciated by 50 percent since. Susser engages in fee-based wholesale distribution of motor fuels. The partnership also distributes petroleum products like propane and lube oil, and receives rental income from real estate.

  • [By Robert Rapier]

    Susser Petroleum Partners (NYSE: SUSP) engages in fee-based wholesale distribution of motor fuels. The partnership also distributes petroleum products like propane and lube oil, and receives rental income from real estate.

Top Logistics Companies To Invest In Right Now: Federal Realty Investment Trust (FRT)

Federal Realty Investment Trust (the Trust) is an equity real estate investment trust (REIT) specializing in the ownership, management, and redevelopment of retail and mixed-use properties located in metropolitan markets in the Northeast and Mid-Atlantic regions of the United States, as well as in California. As of December 31, 2011, the Trust owned or had interest in community and neighborhood shopping centers and mixed-use properties, which are operated as 87 retail real estate projects, consisting approximately 19.3 million square feet. On December 30, 2011, it acquired an 8.1 acre land parcel adjacent to Plaza El Segundo. In January 2012, the Company acquired 89.9% interest in Montrose Crossing. In January 2013, the Company acquired East Bay Bridge shopping center. In April 2013, it acquired a shopping center on 9 acres directly across from the Noroton Heights train station. In January 2014, Federal Realty Investment Trust acquired controlling interest in two shopping centers totaling 285,600 square feet in affluent Monmouth County, New Jersey.

The Company’s portfolio includes retail in many formats ranging from regional community and neighborhood shopping centers, which are anchored by grocery stores to mixed-use properties, which are centered around a retail component but also include office, residential and/or hotel components. During the year ended December 31, 2011, the Company signed leases for a total of 1,417,000 square feet of retail space, including 1,294,000 square feet of comparable space leases. As of December 31, 2011, the real estate projects were 93.4% leased and 92.4% occupied. As of December 31, 2011, it owned a 30% interest in seven retail real estate projects totaling approximately one million square feet. As of December 31, 2011, the Company owned 90.9% interest in joint venture properties, which were leased and occupied.

Advisors’ Opinion:

  • [By Dan Burrows]

    Heck, over the last 20 years, NNN stock generated an annual return of 12.3%. That beats the broader market by more than 3 percentage points, making this one of the top dividend stocks to ride out any roughness.

    Dependable Dividend Stocks: Federal Realty Investment Trust (FRT)

    Dividend Yield: 2.8%
    YTD Gain: 12%

  • [By Brad Thomas]

    REITs mentioned: (VTR), (OHI), (O), (DLR), (HCP), (HTA), (KIM), (FRT), (SPG), and (SKT).

    Note: This article is intended to provide information to interested parties. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks mentioned or recommended.

  • [By Shauna O’Brien]

    Jefferies reported on Wednesday that it has upgraded real estate investment trust Federal Realty Investment Trust (FRT).

    The firm has raised its rating on FRT from “Hold” to “Buy,” and has increased the company’s price target from $112 to $116. This price target suggests a 13% upside from the stock’s current price of $100.75.

    Analyst Omotayo Okusanya noted: “Based on our recent tour of Assembly Row, we are now convinced about the long term value of this development project. Our recent management meetings on Sept 4th also indicate that: 1) development projects at Pike and Rose as well as Santana Row remain on track and 2) FRT remains on track to keep generating industry leading SS NOI growth. With FRT also well positioned for rising rates, we find the story compelling and upgrade the stock to Buy from Hold.”

    Looking ahead, the firm has cut its estimates for FY2013 from $4.64 to $4.62 per share. FY2014 estimates have also been lowered from $4.97 to $4.96 per share.

    Federal Realty Investment Trust shares were mostly flat during pre-market trading Wednesday. The stock has been mostly flat YTD.

Top Logistics Companies To Invest In Right Now: Stereotaxis Inc.(STXS)

Stereotaxis, Inc. designs, manufactures, and markets cardiology instrument control systems for use in a hospital?s interventional surgical suite or interventional lab for the treatment of arrhythmias and coronary artery diseases in the United States and internationally. The company provides Niobe system, which includes Niobe Magnetic Navigation System that navigates catheters, guidewires, and other delivery devices through complex paths in the blood vessels and chambers of the heart to carry out treatment; Navigant, a user interface or physician control center, which physicians use to visualize and track procedures and to provide instrument control commands that govern the motion of the working tip of the catheter, guidewire, or other interventional device; Cardiodrive, a catheter advancement system to remotely advance and retract the catheter in the patient?s heart. It also offers Odyssey enterprise solutions, which provides information solutions to manage, control, rec o rd, and share procedures across networks; acquires remote view of the lab capturing synchronized procedure data for review of important events during cases; and review recorded cases and create snapshots following procedures for clinical reporting, auditing, and presentation. In addition, the company provides disposable interventional devices comprising automated catheters, coronary guidewires, and navigation and ablation systems. It markets its products through its direct sales force, distributors, and sales agents. The company was founded in 1990 and is headquartered in St. Louis, Missouri.

Advisors’ Opinion:

  • [By Roberto Pedone]

    One under-$10 health care player that looks poised for a potentially large move higher is Stereotaxis (STXS), which designs, manufactures and markets an advanced cardiology instrument control system for use in a hospital’s interventional surgical suite to enhance the treatment of arrhythmias and coronary artery disease. This stock has been on fire so far in 2013, with shares up big by 43%.

    If you take a look at the chart for Stereotaxis, you’ll notice that this stock has formed a major bottom pattern over the last three months, since this stock has found buying interest each time it has pulled back towards $3.50 and $3.10 a share. Buyers have stepped in at those levels and have not let the sellers pressure STXS lower. Shares of STXS are now starting to spike higher today right off its 50-day moving average of $3.59 a share. That spike is quickly pushing shares of STXS within range of triggering a big breakout trade above a key downtrend line.

    Traders should now look for long-biased trades in STXS if it manages to break out above some near-term overhead resistance at $4 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 1.98 million shares. If that breakout triggers soon, then STXS will set up to re-test or possibly take out its next major overhead resistance levels at $5 to $6.24 a share. Any high-volume move above $6.24 a share will then give STXS a chance to re-fill some of its previous gap down zone from August that started at $10 a share.

    Traders can look to buy STXS off any weakness to anticipate that breakout and simply use a stop that sits right below those key support levels at $3.50 to $3.10 a share. One can also buy STXS off strength once it clears $4 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Bryan Murphy]

    Look out Intuitive Surgical, Inc. (NASDAQ:ISRG), and step aside BioTelemetry Inc. (NASDAQ:BEAT). There’s a new cardiac name in town, and its name is Stereotaxis Inc. (NASDAQ:STXS). This small company’s stock is soaring today on the heels of encouraging news, though the prompt for the stock’s strength has been brewing for quite some time. This nudge for STXS, however, may well mean it has a lot more potential than ISRG or BEAT do for the foreseeable future.

Top Logistics Companies To Invest In Right Now: Vitacost.com Inc (VITC)

Vitacost.com, Inc. (Vitacost), incorporated in May 20, 1994, is an online retailer of health and wellness products, including dietary supplements such as vitamins, minerals, herbs and other botanicals, amino acids and metabolites, as well as cosmetics, natural personal care products, pet products, sports nutrition and health foods. The Company sells these products directly to consumers primarily through its Website, www.vitacost.com. It offers its customers the selection of healthy living products. It offers its customers a selection of approximately 40,000 Stock Keeping Units (SKUs), from over 2,000 third-party brands, such as New Chapter, Nature’s Way, Twinlab, Source Naturals, Jarrow Formulas, Jason, Desert Essence, Atkins, Bob’s Red Mill, BSN, Optimum Nutrition, USP Labs and MuscleTech in addition to its own brands: Vitacost, Cosmeceutical Sciences Institute (CSI), Best of All, and Smart Basics. As of December 31, 2012, the Company had approximately 2.1 million cus tomers.

The Company offers products in a range of potency levels and dosage forms, such as tablets, capsules, vegi-capsules, softgels, gelcaps, liquids and powders. It offers products that encompass four main categories: Vitamins, Minerals, Herbs and Supplements; Sports Nutrition; Beauty; and Natural and Organic Food.

Vitamins, Minerals, Herbs and Supplements (VMHS)

VMHS products are taken to maintain or improve health and address specific health conditions. In its dietary supplements category, the Company offers its offer its Vitacost branded products as well as third-party brands such as Nature’s Way, Twinlab, Jarrow, Carlson and Rainbow Light. Vitamin and mineral products include multi-vitamins, lettered vitamins, such as Vitamin A, C, D, E and B-complex, along with minerals such as calcium, magnesium, chromium and zinc.

Herbal products include whole herbs, standardized extracts, herb combination formulas and teas. S upplements include essential fatty acids, probiotics, anti-o! xidants, phytonutrients and condition-specific formulas.

Sports Nutrition

Sports nutrition products are used in conjunction with cardiovascular conditioning, weight training and sports activities. Major categories in sports nutrition include protein and weight gain powders, meal replacements, nutrition bars, sport drinks and pre and post-workout supplements. The Company offers bodybuilding and sports products from third parties, such as Optimum Nutrition, CytoSport and BSN as well as our Vitacost branded sports nutrition products.

Beauty

Natural care products consist of a variety of natural products for skin, body, hair and oral health. The Company offers hundreds of natural personal-care products from companies, such as JASON, and Kiss My Face, as well as its CSI-branded products. These products appeal to allergen-conscious and environmentally-conscious consumers seeking products that are made without harsh chemicals and additives.

Natural and Organic Food

Natural and organic food products consist of organic and specialty products such as organic peanut butter, gluten free foods and low mercury tuna and salmon. The Company offers third-party brands, such as Kashi, Eden Foods and Amy’s Organic, as well as its Best of All natural food products.

Under its Vitacost brand, the Company offers over 900 products including multivitamins, minerals, herbs, amino acids, anti-oxidants and others. Under its CSI brand, it markets and sells health and beauty products such as facial cleanser, facial and body moisturizing creams and lotions, and other beauty and skincare products. Under its Best of All brand, it markets and sells organic food products such as banana chips, trail mix, almonds, cashews and more. Under its Smart Basics brand, it markets and sells organic fruit juices and extracts and related dietary supplements. Under its Walker Diet brand, it markets a nd sells low carb powders used to assist in weight loss and ! managemen! t.

Advisors’ Opinion:

  • [By Seth Jayson]

    Margins matter. The more Vitacost.com (Nasdaq: VITC  ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That’s why we check up on margins at least once a quarter in this series. I’m looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Vitacost.com’s competitive position could be.

  • [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 Vitacost.com (Nasdaq: VITC  ) , whose recent revenue and earnings are plotted below.