Wednesday, November 5, 2014

Hot Defensive Stocks To Watch Right Now

What a difference a month makes. Investors shifted gears in July, showing a strong appetite for global exchange traded products as the stock market surged to new highs.

The cautious sentiment we saw in June was short-lived as the growth of the ETP industry continued its forward march. Year-to-date flows into global ETPs climbed to $143.3 billion by July 31. After June�� setback when investors pulled money from ETPs, flows have now vaulted back ahead of 2012�� record pace of $128.3 billion at this stage of the year Click To EnlargeGlobal ETP inflows for July hit $44.1 billion, the strongest month since September 2012. Of note, equity flows set a new 2013 monthly high of $39.3 billion, with investors gravitating to US equities. US sector fund flows swelled to $6.2 billion, a monthly tally not seen since 2008; flows were stronger in more economically-sensitive sectors, like financials and technology, than traditional defensive industries.

The about-face from June came as investors appeared more at ease with the outlook for the economy and interest rates. Better-than-expected corporate earnings for the second quarter and more�soothing comments from Fed Chairman Ben Bernanke�about the pace of the government�� bond buying programs helped the S&P 500 notch its largest monthly jump since January.�The index gained 5% in July�and touched a fresh high .

Hot Japanese Stocks To Buy For 2015: Alico Inc. (ALCO)

Alico, Inc., through its subsidiaries, operates as a land management company in central and southwest Florida. It involves in harvesting, hauling, and marketing citrus, as well as purchasing and reselling citrus fruit; cultivating citrus trees; and cultivating raw sugarcane for sale. The company also engages in producing and selling beef cattle, feeding cattle, and replacement heifers to packing and processing plants and contract cattle buyers, as well as through local livestock auction markets. In addition, it grows, harvests, and sells vegetables for wholesale; produces sod; sells native plants and trees for landscaping purposes; and subdivides, develops, and sells real estate property. Further, the company involves in rock and sand mining; and rents land on a tenant-at-will basis for grazing, farming, oil exploration, and recreational uses. Additionally, it engages in the planning and strategic positioning of company owned land, and negotiating and renegotiating sales c ontracts. As of September 30, 2010, Alico owned approximately 139,607 acres of land located in the Collier, Glades, Hendry, Lee, and Polk counties. The company was founded in 1960 and is based in Fort Myers, Florida.

Advisors' Opinion:
  • [By John Udovich]

    Last Friday, small cap Farmland Partners Inc (NYSEMKT: FPI) had an IPO to join Gladstone Land Corp (NASDAQ: LAND), Alico, Inc (NASDAQ: ALCO) and Limoneira Company (NASDAQ: LMNR) as the latest option for retail investors seeking a way to invest in American farmland. After all, there is that old quote attributed to Mark Twain: "Buy land, they're not making it anymore." Moreover, February Wall Street Journal article noted that From 2009 to mid-2013, average prices for agricultural land in the�US rose by half while in Iowa, Nebraska and some other Midwest farm states, prices more than doubled. However, the same article noted that there is mounting evidence that the farmland�boom is fizzling out as�farmland prices in Iowa fell 3% over the second half of last year and those in Nebraska fell 1%. The good news though is that today's agricultural sector looks markedly different than it did during the last farmland bust back in�the early 1980s while Greyson Colvin, the managing partner at investment manager Colvin & Co. (which owns about 7,000 acres of farmland), was quoted as saying: "We think this next 12 months is going to be the best window we've had in the past five years [to invest in farmland].��/p>

Hot Defensive Stocks To Watch Right Now: Whitestone REIT (WSR)

Whitestone REIT is a real estate investment trust (REIT) engaged in owning and operating commercial properties in culturally diverse markets in the metropolitan areas. The Company is internally managed and owns a real estate portfolio of 36 properties containing approximately three million square feet of leasable space, located in Texas, Arizona and Illinois. As of December 31, 2009, the Company had one property, which accounted for more than 10% of the total gross revenue and leasing of the properties. In December 2011, the Company announced that it had closed on the purchase of Phase I of Pinnacle of Scottsdale, a 113,108 square foot 100% leased Class A Community Center in North Scottsdale. In December 2011, it purchased shops at Starwood. In August 2012, the Company closed on the purchase of Paradise Plaza, a 125,898 square foot 100%-leased Community Center in Paradise Valley. In September 2012, the Company purchased Village Square at Dana Park, a 310,979 square foot Community Center located in the Mesa submarket of Phoenix, plus six developed pads (total of 2.9 acres) and the adjacent 4.7 acre parcel of development land to add another 200,000 square feet of leasable space. In December 2012, the Company closed on the off-market purchase of The Shops at Pecos Ranch. In April 2013, it closed on the off-market purchase of Headquarters Village, a 89,134 square foot (sf) Community Center located within the Preston Road retail corridor in Plano, Texas. Effective July 1, 2013, Whitestone REIT acquired Anthem Marketplace. In October 2013, Whitestone REIT completed the purchase of Fountain Hills Plaza, retail center in Fountain Hills, Arizona. In December 2013, Whitestone REIT purchased Market Street at DC Ranch in Scottsdale.

As of December 31, 2009, the Company owned a 64.7% interest in Whitestone REIT Operating Partnership, L.P. (the Operating Partnership). As of December 31, 2009, the Company owned a real estate portfolio consisting of 36 properties located in three states. As of December 3! 1, 2009, the occupancy rate at the operating properties was 82% based on leasable square footage.

Advisors' Opinion:
  • [By Charles Sizemore]

    Returning to U.S. shores, the next of our monthly dividend stocks is Whitestone REIT (WSR), a smaller REIT that specializes in shopping centers.

    I should start by making one point very clear: while I like Whitestone, it is a very different kind of REIT than Realty Income or American Realty Capital Properties. Its property portfolio is far less geographically diversified (with properties in just three states), and it is a much smaller company by market cap ($290 million).

  • [By Reuben Brewer]

    And, sometimes, being small is actually a good thing. Take, for example, Whitestone REIT (NYSE: WSR  ) . This company operates a portfolio of roughly 60 properties in Texas, Arizona, and Illinois. That said, it only has one property in Illinois, so it's really focused around just two markets.

Hot Defensive Stocks To Watch Right Now: Erie Indemnity Company (ERIE)

Erie Indemnity Company operates as a managing attorney for the Erie Insurance Exchange in the United States. The company provides sales, underwriting, and policy issuance services for the policyholders on behalf of the Erie Insurance Exchange. It operates 24 field offices in 11 states. The company was founded in 1925 and is based in Erie, Pennsylvania.

Advisors' Opinion:
  • [By GURUFOCUS]

    Erie Indemnity Company (ERIE) operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the U.S. Dec. 4, the company increased its quarterly dividend 7.2% to $0.635 per share. The dividend is payable Jan. 22, 2014, to shareholders of record as of Jan. 7, 2014. The yield based on the new payout is 3.6%.

Hot Defensive Stocks To Watch Right Now: Carnival Plc ADS (CUK)

Carnival plc operates as a cruise company. It operates in North America Cruise Brands, EAA Cruise Brands, and Tour and Other segments. The company offers cruises under the brand names of Carnival Cruise Lines, Holland America Line, Princess Cruises, and Seabourn in North America; and AIDA Cruises, Costa Cruises, Cunard, Ibero Cruises, P&O Cruises (UK), and P&O Cruises (Australia) in Europe, Australia, and Asia. It also owns Holland America Princess Alaska Tours, a tour operator in Alaska and the Canadian Yukon, which owns and operates 12 hotels or lodges, 300 motor coaches, and 20 domed rail cars. The company sells its cruises through travel agents, including wholesalers, general sales agents, and tour operators. Carnival plc was founded in 1850 and is headquartered in London, the United Kingdom.

Advisors' Opinion:
  • [By Royston Wild]

    LONDON -- Shares of cruise ship operator�Carnival� (LSE: CCL  ) (NYSE: CUK  ) have endured a torrid time in recent weeks, slipping 15% from mid-February's near-two-year high of 2,628 pence to current levels. The company has continued to endure tough press headlines following the�Costa Concordia�disaster in Jan. 2012, with an engine room fire and subsequent marooning of passengers on its�Carnival Triumph�ship in February once again denting investor interest in the company.

Hot Defensive Stocks To Watch Right Now: Covance Inc. (CVD)

Covance Inc., a drug development services company, provides various early-stage and late-stage product development services primarily to the pharmaceutical, biotechnology, and medical device industries worldwide. Its early development services include preclinical services, such as toxicology, pharmaceutical and nutritional chemistry, polyclonal and monoclonal antibody, immunology and antibody, metabolism studies and pharmacokinetic screening, and bioanalytical testing services; and clinical pharmacology services comprising first-in-human trials of new pharmaceuticals. The company�s late-stage development services include central laboratory services to biotechnology and pharmaceutical customers; and clinical development services, such as the full management of Phase II through IV clinical studies, study design and modeling, co-ordination of study activities, trial logistics, monitoring of study site performance, clinical data management and biostatistical analysis, medical writing and regulatory services, and periapproval services. It also offers market access services, including reimbursement and healthcare economics consulting services, which comprise outcomes and pharmacoeconomic studies, reimbursement planning, reimbursement advocacy programs, risk evaluation and mitigation strategy services, registry services, and specialty pharmacy services; and clinical trial support services, such as cardiac safety services, and interactive voice and Web response services. In addition, Covance Inc. offers laboratory testing services to the chemical, agrochemical, and food industries. The company was founded in 1987 and is headquartered in Princeton, New Jersey.

Advisors' Opinion:
  • [By Ben Levisohn]

    Covance (CVD) has soared 26% to $100.62 after it agreed to be acquired by Laboratory Corp. of America (LH) for $6.1 billion, or about $105 a share. LabCorp has dropped 3.9% to $105.

Hot Defensive Stocks To Watch Right Now: American Heritage International Inc (AHII)

American Heritage International Inc., formerly Cumberland Hills Ltd., incorporated on January 19, 2010, intends to focus on electronic cigarette. The Company�� product includes American Heritage, American One, American Freedom, American Nights, American Standard and Smoking Alternative Gums and Mints.

The Company�� initial and primary line will be the American Heritage line. American One is a disposable Electronic Cigarette, good for over 500 draws, about the equivalent of over two packs of traditional cigarettes. American Freedom will be the brand name for its Nicotine-Free line of Electronic Cigarettes. American Nights will be a product line targeted to the young adult market of social smokers. Smoking Alternative products will include gums, and mints.

Advisors' Opinion:
  • [By Bryan Murphy]

    Enter American Heritage International Inc. (OTCBB:AHII). No, it's not marijuana play. It's also not a maker of marijuana vending machines. It's an electronic cigarette maker still in its initial expansion phase, and seeing the potential of vending machines (but without the risk and potential legal hurdles of marijuana vending machines), the company announced this morning it has inked a deal with a major operator of vending machines to sell its e-cigs.

  • [By James E. Brumley]

    Fans and investors of American Heritage International Inc. (OTCBB:AHII) - not to mention frenemies Vapor Corp. (OTCMKTS:VPCO) and Victory Electronic Cigarettes Corp. (OTCMKTS:ECIG) - can all breathe a sigh of relief today. As it turns out, while the electronic cigarette industry is more than likely be regulated by the FDA, it's going to be regulated in such a way that tends to favor the likes of AHII, ECIG, and VPCO.

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