Monday, October 13, 2014

5 Best Services Stocks To Watch Right Now

Long-term care specialists are at odds over what they believe the Long-Term Care Commission will submit to Congress on Thursday as part of its first set of recommendations to better ensure LTC coverage is available for the elderly and disabled.

After the Community Living Assistance Services and Supports (CLASS) Act was repealed by the American Taxpayer Relief Act, better known as the “fiscal-cliff” law, in January, the Long-Term Care bipartisan commission was set up.

The commission, which consists of 15 members appointed by Democratic and Republican congressional leaders and the White House, was then tasked with reporting to lawmakers by Sept. 12 on how to establish, implement and finance a “comprehensive, coordinated, and high-quality system that ensures the availability of long-term services and supports for individuals in need.”

Jesse Slome, executive director of the American Association for Long-Term Care Insurance, told ThinkAdvisor that at best, he believes the commission will recommend only a “superficial overview of the importance of the issue and the lack of a cohesive approach to dealing with it.” With only a few meetings under its belt, Slome says that it “would be foolhardy” for the commission to recommend legislation.

Best Integrated Utility Companies To Invest In Right Now: G Willi-Food International Ltd (WILC)

G. Willi-Food International Ltd., incorporated in January 1994, is engaged, directly and through subsidiaries, in the development, import, export, manufacturing, marketing and distribution of a range of over 600 food products worldwide. The Company purchases food products from over 150 suppliers located in Israel and throughout the world, including from the Far East (China, India, the Philippines and Thailand), Ethiopia, Eastern Europe (Poland, Lithuania, Bulgaria and Latvia), South America (Ecuador and Costa Rica), the United States, Canada, Western and Central Europe (the Netherlands, Belgium, Monaco, Germany, Sweden, Switzerland, Denmark, and France) and Southern Europe (Spain, Portugal, Italy, Turkey, Greece). The Company's products are marketed and sold to approximately 1,500 customers in Israel and around the world including to supermarket chains, wholesalers and institutional consumers. The Company markets most of its products under the brand name Willi-Food. On January 1, 2012, the Company completed the sale of its entire 51% ownership interest in Shamir and closed its manufacturing segment.

As of December 31, 2012, the Company�� customers includes the Israeli supermarket chains in the organized market in Israel, which includes Shufersal Ltd. (including the chains: Shufersal Deal, Shufersal Deal Extra, Shufersal Sheli, Shufersal, Yesh, Shufersal Express and Katif); Mega Retail Ltd. (which also includes Mega, MegaBool, Mega in the City and Zol B'Shefa), and Co-Op Israel (which also includes Co-Op Jerusalem, Mister Zol and Pashut Zol). The Company contracts with the supermarket chains in the organized market through the buyers in the head office of the supermarket chain, and then the Company receives orders from the logistic center or directly from their stores. Merchandise is then delivered directly to each branch or to the supermarket�� chain distribution center. Its secondary major group of customers includes private supermarket chains, mini-markets, wholesalers, food manufac! turers, institutional consumers, such as catering halls, hotels, hospitals and food service companies and food producers, and customers in the Palestinian Authority.

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The Company�� imports, markets and distributes a range of over 600 food products. These products are sold by the Company and by Gold Frost. The principal products in the import segment product line are Canned Vegetables and Pickles, including including mushrooms (whole and sliced), artichoke (hearts and bottoms), beans, asparagus, capers, corn kernels, baby corn, palm hearts, vine leaves (including vine leaves stuffed with rice), sour pickles, mixed pickled vegetables, pickled peppers, an assortment of black and green olives, garlic, roasted eggplant sun and dried tomatoes. These products are primarily imported from China, Greece, Thailand, Turkey, India, and The Netherlands; canned fish, including tuna (in oil or in water), sardines, anchovies, smoked and pressed cod liver, herring, fish paste and salmon. These products are primarily imported from the Philippines, Thailand, Greece, Germany and Sweden; Canned Fruit, including pineapple (sliced or pieces), peaches, apricot, pears, mangos, cherries, litchis and fruit cocktail. These products are primarily imported from China, the Philippines, Thailand, Greece and Europe.; Edible Oils, including olive oil, regular and enriched sunflower oil, soybean oil, corn oil and rapeseed oil. These products are primarily imported from Belgium, Argentina, Turkey, Italy, Holland and Spain; dairy and dairy substitute products, including hard and semi-hard cheeses (parmesan, edam, kashkaval, gouda, havarti, cheddar, pecorino, manchego, maasdam, rossiysky, iberico and emmental), molded cheeses (brie, camembert and danablu), feta, Bulgarian cheese, goat cheese, fetina, butter, yogurts, butter spreads, margarine, melted cheese, cheese alternatives, condensed milk, coffee whitener, pizzas, ice cream, whipped cream and others. These products are primarily imported from Greece, France, Latvia, Denma! rk, Bulga! ria, Italy, and The Netherlands.

Dried Fruit, Nuts and Beans, including figs, apricots, chestnuts, sunflower seeds, sesame seeds, walnuts, pine nuts, cashew nuts, pistachio and peanuts. These products are primarily imported from Greece, Turkey, India, China, Thailand and the United States, and other products, including, among others, instant noodle soup, Manchu, breadstick coffee creamers, lemon juice, halva, Turkish delight, cookies, vinegar, sweet pastry and crackers, sauces, corn flour, rice, rice sticks, pasta, spaghetti and noodles, breakfast cereals, corn flakes, rusks, couscous, rusks, gnocchi, tortilla, dried apples snacks, chocolate bars and chocolate paste, tea, deserts (such as tiramisu and pastries), light and alcoholic beverages (such as ouzo, sangria and mohito) and more. These products are primarily imported from The Netherlands, Germany, Romania, Italy, Greece, Belgium, the United States, Scandinavia, Switzerland, China, Thailand, Turkey, India, and South America.

The Company competes with Shemen, Taaman, Solbar, Fodor (Starkist and Yona), Posidon, Williger, Filtuna, Vita Pri HaGalil, Shastowits, Yachin-Zan laKol, Williger, Alaska, Johnson, Osem, Barila, Tomer, Tnuva, Tara, Strauss, Seyman, Gad Dairy, and Meshek Zuriel.

Advisors' Opinion:
  • [By GURUFOCUS]

    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description:

    1. Avg. High Yield Price
    2. 20-Year DCF Price
    3. Avg. P/E Price
    4. Graham Number

    SYY is trading at a premium to all four valuations above. The stock is trading at a 37.5% premium to its calculated fair value of $26.26. SYY did not earn any Stars in this section.

    Dividend Analytical Data: In this section there are three possible Stars and three key metrics, see page 2 of the linked PDF for a detailed description:

    1. Free Cash Flow Payout
    2. Debt To Total Capital
    3. Key Metrics
    4. Dividend Growth Rate
    5. Years of Div. Growth
    6. Rolling 4-yr Div. > 15%

    SYY earned two Stars in this section for 2.) and 3.) above. The stock earned a Star as a result of its most recent Debt to Total Capital being less than 45%. SYY earned a Star for having an acceptable score in at least two of the four Key Metrics measured. The company has paid a cash dividend to shareholders every year since 1970 and has increased its dividend payments for 43 consecutive years.

    Dividend Income vs. MMA: Why would you assume the equity risk and invest in a dividend stock if you could earn a better return in a much less risky money market account (MMA) or Treasury bond? This section compares the earning ability of this stock with a high yield MMA. Two items are considered in this section, see page 2 of the linked PDF for a detailed description:

    1. NPV MMA Diff.
    2. Years to > MMA

    The NPV MMA Diff. of the $282 is below the $500 target I look for in a stock that has increased dividends as long as SYY has. If SYY grows its dividend at 3.6% per year, it will take 3 years to equal a MMA yielding an estimated 20-year average rate of 3.41%. SYY earned a check for the Key Metric 'Years to >MMA' since its 3 years is le

  • [By Peter Graham]

    The Q4 2014 earnings report for Dubai headquartered specialty Basmati rice stock Amira Nature Foods Ltd (NYSE: ANFI), a potential performance peer of other specialty food stocks like The Chefs Warehouse, Inc (NASDAQ: CHEF) and Israel based G Willi-Food International Ltd (NASDAQ: WILC), is due out before the market opens on Tuesday. Aside from the Amira Nature Foods Ltd earnings report, it should be said that The Chefs Warehouse, Inc reported Q1 2014 on May1st (results were negatively impacted by the severe weather that affected many of our core markets) while G Willi-Food International Ltd reported Q1 2014 earnings on May 28th (results were�affected by a decline of consumption by Israeli customers). However, Amira Nature Foods Ltd shares fell as much as 22% after reporting third-quarter earnings back in February plus the stock is the sixth most shorted stock on the NYSE with short interest of 45.30%�according to HighShortInterest.com.

5 Best Services Stocks To Watch Right Now: Good Times Restaurants Inc.(GTIM)

Good Times Restaurants, Inc., through its subsidiary, Good Times Drive Thru Inc., engages in developing, owning, operating, and franchising hamburger-oriented drive-through restaurants. The company operates restaurants under the Good Times Burgers & Frozen Custard name primarily in Colorado. It also has franchised restaurants in North Dakota and Wyoming. As of September 30, 2011, the company operated 25 company-owned and joint venture restaurants located in Colorado; and franchises, including 16 located in Colorado, 2 in Wyoming, and 2 in North Dakota. Good Times Restaurants, Inc. was founded in 1987 and is based in Golden, Colorado.

Advisors' Opinion:
  • [By John Udovich]

    Small cap restaurant stocks BJ's Restaurants, Inc (NASDAQ: BJRI), Good Times Restaurants Inc (NASDAQ: GTIM) and Giggles N Hugs Inc (OTCMKTS: GIGL) aren�� well known to most investors and consumers, but they have produced their share of decent returns for investors. Here is what investors need to know about all three small cap restaurant stocks:

5 Best Services Stocks To Watch Right Now: Humana Inc.(HUM)

Humana Inc. offers various health and supplemental benefit plans in the United States. Its Government segment consists of beneficiaries of government benefit programs; and operates in three lines of businesses, including Medicare, Military, and Medicaid. The Medicare program provides hospital and medical insurance benefits to persons of age 65 and over and some disabled persons under the age of 65. The Military program offers health insurance coverage to the dependents of duty military personnel, and to retired military personnel and their dependents. The Medicaid program is a federal program that is state-operated to facilitate the delivery of health care services primarily to low-income residents. The Commercial segment consists of members enrolled in its medical and specialty products marketed to employer groups and individuals. This segment provides health maintenance organization products that offer prepaid health insurance coverage to its members through a network of independent primary care physicians, specialty physicians, and other health care providers; preferred provider organization products, which are offered primarily to employer groups and individuals; and administrative services only products that are provided to employers who self-insure their employee health plans. It also offers various specialty products, including dental, vision, and other supplemental products, as well as disease management services. As of December 31, 2010, Humana Inc. had approximately 10.2 million members enrolled in medical benefit plans; and approximately 7.1 million members enrolled in specialty products programs. The company markets its products through various channels comprising television, radio, the Internet, telemarketing, and direct mailings. In addition, it has strategic alliances with Wal-Mart Stores, Inc.; State Farm; and United Services Automobile Association to market its products. The company was founded in 1961 and is headquartered in Louisville, Kentucky.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Wednesday

    Earnings Expected: MetLife Inc. (NYSE: MET), Humana Inc. (NYSE: HUM), Kraft Foods (NASDAQ: KRFT) Economic Releases Expected: British consumer confidence, U.S. oil inventory data, US GDP, German CPI, eurozone industrial sentiment, eurozone business climate, eurozone consumer confidence, Spanish GDP, French consumer confidence

    Thursday

  • [By Dividend]

    Humana (HUM) has a market capitalization of $14.92 billion. The company employs 43,400 people, generates revenue of $39.126 billion and has a net income of $1.222 billion. Humana�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2.354 billion. The EBITDA margin is 6.02 percent (the operating margin is 5.15 percent and the net profit margin 3.12 percent).

5 Best Services Stocks To Watch Right Now: Mastercard Incorporated(MA)

MasterCard Incorporated, together with its subsidiaries, provides transaction processing and related services to customers principally in support of their credit, deposit access, electronic cash and automated teller machine payment card programs, and travelers? cheque programs. Its payment solutions include payment programs, marketing, product development, technology, processing, and consulting and information services. The company provides transaction processing services comprising transaction switching, which include authorization, clearing, and settlement; connectivity services, such as network access, equipment, and the transmission of authorization and settlement messages; and other payment-related services consisting of products used to prevent or detect fraudulent transactions, cardholder services, professional consulting and research services, compliance and penalty, account and transaction enhancement services, holograms, and publication services. MasterCard Incor porated manages and licenses payment card brands, including MasterCard, MasterCard Electronic, Maestro, and Cirrus. The company?s payment programs, which are facilitated through its brands, include consumer credit, debit and prepaid programs, commercial payment solutions, and contactless payment solutions. It serves approximately 22,000 financial institutions. The company was founded in 1966 and is headquartered in Purchase, New York.

Advisors' Opinion:
  • [By Ben Levisohn]

    Two credit-card companies, two different responses to their earnings. While disappointed investors have sold off shares of Visa (V), MasterCard (MA) is relatively unchanged.

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