Netflix (NASDAQ: NFLX ) launched streaming video services in Canada way back in 2010, more than a year before any other international territory. So it only makes sense that the Canadian market is acting more mature than other Netflix expansion spots.
Last week, Canadian cable company TELUS (NYSE: TU ) CEO Darren Entwistle said that Netflix might be as much of an opportunity as a competitor. The company could sell rebranded Netflix services under its own banner to get a leg up on its mostly larger head-to-head competitors. Pairing with local cable providers is a strategy that Netflix hasn't considered (at least not publicly), but it's a wrinkle that's worth keeping a watchful eye on.
In this video, Fool contributor Anders Bylund explains what's so new about Entwistle's potential strategy, and how Netflix could leverage the idea to quicker international growth.
Your guide to investing in Netflix
The tumultuous performance of Netflix shares since the summer of 2011 has caused headaches for many devoted shareholders. While the company's first-mover status is often viewed as a competitive advantage, the opportunities in streaming media have brought some new, deep-pocketed rivals looking for their piece of a growing pie. Can Netflix fend off this burgeoning competition, and will its international growth aspirations really pay off? These are must-know issues for investors, which is why The Motley Fool has released a premium report on Netflix. Inside, you'll learn about the key opportunities and risks facing the company, as well as reasons to buy or sell the stock. The report includes a full year of updates to cover critical new developments, so make sure to click here and claim a copy today.
Top 5 Asian Companies For 2016: Goldcorp Incorporated(GG)
Goldcorp Inc. engages in the acquisition, exploration, development, and operation of precious metal properties in Canada, the United States, Mexico, and Central and South America. It produces and sells gold, silver, copper, lead, and zinc. The company was founded in 1954 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Chad Tracy]
The five largest holdings in the GDX fund make up 45% of the total portfolio. They are Goldcorp (NYSE: GG), Barrick Gold (NYSE: ABX), Newmont Mining (NYSE: NEM), Silver Wheaton (NYSE: SLW), and Randgold Resources (Nasdaq: GOLD).
- [By Taylor Muckerman]
The market has not been kind to gold miners or gold investors in 2013. With prices finally crossing back above $1,300 per ounce this week, will the miners' quarterly reports add to the momentum? Freeport-McMoRan Copper & Gold (NYSE: FCX ) will kick things off on Tuesday, July 23, followed by much larger gold-producing peers Goldcorp (NYSE: GG ) and Newmont Mining (NYSE: NEM ) .
- [By Doug Ehrman]
The verdict
When gold prices remain stagnant, even in the face of global weakness, it's time for concern. Gold has enjoyed a solid run, but the current slump seems likely to continue. In addition, where miners such as Goldcorp (NYSE: GG ) have underperformed the commodity for an extended period, earlier in the week that trend seemed to be reversing. Structural changes of this nature should be seen as an additional warning sign and a cause to stay on the sidelines. If you want to maintain some exposure to gold, the miners may be ready to reverse some of their underperformance and may provide a more attractive investment profile at current levels. Gold remains under pressure, and a tumble to $1,400 seems a good probability. - [By Ben Levisohn]
How bad were contrarian picks in 2013? While Hewlett-Packard (HPQ) has gained 98% in 2013 after losing 45% in 2012, others caused heavy losses. Barrick Gold (ABX), for instance, has dropped another 51% this year after losing 25% in 2012, while Goldcorp (GG) has fallen 41% after dropping 19%. (Citigroup is picking the 10 worst performing stocks among the 250 largest companies in the MSCI All-Country World Index.)
Hot Canadian Stocks To Buy Right Now: ENI S.p.A. (E)
Eni SpA, an integrated energy company, engages in the exploration, production, transportation, transformation, and marketing of oil and natural gas. The company also involves in the production and sale of electricity; refining and marketing of petroleum products; and production and sale of petrochemical products and hydrocarbons. In addition, it engages in the offshore and onshore hydrocarbon field construction. Further, the company offers offshore and onshore drilling, and offshore design and engineering services for oil and gas companies. It has a strategic partnership with Gazprom for the joint development of projects in the upstream oil and gas markets. Eni SpA operates in Europe, Africa, Asia and Oceania, and the Americas. The company was founded in 1953 and is headquartered in Rome, Italy with an additional office in San Donato Milanese, Italy.
Advisors' Opinion:- [By Tyler Crowe and Aimee Duffy]
There is a lot of buzz over recent energy activity in Sub-Saharan Africa. With Anadarko Petroleum (NYSE: APC ) and Eni (NYSE: E ) making large gas finds off the coast of Mozambique, several majors are now looking to get in the game as well. BP plans to spend $540 million over the next five years to develop a part of this gas field that could hold well over 100 trillion cubic feet.�
- [By Vanina Egea]
Integrated oil companies seem to have finally come out of the shadows. With a world economy on the rebound after the 2007/8 crisis, demand for oil began to climb again. However, as the activity slowdown affected some companies more than others, emerging market trends are expected to do so. For example, Europe has been the hardest hit region with respect to the oil & gas industry, and continues to slowly recover, in North America the gas boom reached its zenith and activities began to move offshore in the search for oil. For Eni (E) has been a troubled road since 2008, reflected by a deep decline on its stock face value. Although performance has been somewhat stable, stock value never recovered pre-crisis levels and gurus have not been very active on the stock. Can something different be expected from this integrated oil producer?
- [By Fede Zaldua]
Eni (E) is an authentic cash cow for its shareholders. I believe the company will be able to sustain a greater than 6% cash dividend yield in 2014 even when the company's estimated 2015 free cash flow (FCF) yield is at just 4%. Asset sales as well as high oil prices should help the company meet its capex requirements and to continue giving back cash to shareholders through dividends. The recent sale of its stake in Sever Energia to the Novatek-GazpromNeft Joint Venture represents a clear hint into the company's strategy. After all, Eni's portfolio has several high quality disposal candidates which could attract the industry's interest – the first disposal candidate that comes to my mind is the remaining 8% stake Eni owns in Galp. The Italian oil and gas leader, which is held by Tom Gayner, sells for 12.5 times 2014 earnings and 5.5 times EV/EBITDAX.
Hot Canadian Stocks To Buy 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 Richard Stavros]
Exelon Corp�� (NYSE: EXC) plan to acquire Washington, DC-based Pepco Holdings Inc (NYSE: POM), a regulated, wires-only utility, would reduce Exelon�� earnings volatility, while offering improved economies of scale to both firms, which operate in neighboring Northeast service territories (See Chart A).
- [By Jake L'Ecuyer]
Utilities shares dropped by 0.37 percent in the US market today. Among the sector stocks, Consolidated Water Co (NASDAQ: CWCO) was down more than 2.3 percent, while Pepco Holdings (NYSE: POM) tumbled around 1.5 percent.
- [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 ��ime 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.
Hot Canadian Stocks To Buy Right Now: Aercap Holdings N.V. (AER)
AerCap Holdings N.V., through its subsidiaries, operates as an integrated aviation company worldwide. It engages in leasing and trading aircraft and engines; and selling parts. The company also provides aircraft management services, as well as aircraft and limited engine MRO services, and aircraft disassembly services through its repair stations. In addition, it offers aircraft services, including remarketing aircraft; collecting rental and maintenance payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; conducting ongoing lessee financial performance reviews; inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research. The company?s management services include leasing and remarketing, cash management and treasury, technical advisory, and accounting and administrative services. As of March 31, 2011, it owned 272 aircraft and 95 engines, which it leased under operating leases to 118 lessees in 53 countries. The company was founded in 1995 and is headquartered in Schiphol, the Netherlands.
Advisors' Opinion:- [By Tess Stynes]
AIG confirmed it will sell its stake in International Lease Finance Corp to aircraft-leasing company AerCap Holdings N.V(AER). for $5.4 billion in cash and stock.
- [By Jayson Derrick]
Analysts at Barclays maintained an Equal-weight rating on Aercap Holdings (NYSE: AER) with a price target raised to $53 from a previous $24. Shares lost 1.32 percent, closing at $47.06.
- [By John Udovich]
Yesterday around midday,�Netherlands based aviation leasing stock�AerCap Holdings N.V. (NYSE: AER) began surging on rumors and closed up 11.6%, meaning its probably time to take a closer look at those rumors along with aviation leasing peers like small caps or mid caps�Aircastle Limited (NYSE: AYR), Air Lease Corp (NYSE: AL), Fly Leasing Ltd (NYSE: FLY) and AeroCentury Corp (NYSEMKT: ACY).
Hot Canadian Stocks To Buy Right Now: Thomson Reuters Corp(TRI)
Thomson Reuters Corporation provides intelligent information for businesses and professionals worldwide. The company allows market participants to connect, access content, and trade in a secure environment through Thomson Reuters Eikon desktop, Thomson Reuters Elektron network, content integration and management technology, content feeds and databases, and transactions infrastructure solutions that support buy- and sell-side customers to trade in foreign exchange, fixed income and derivatives, equities, exchange-traded instruments, and commodities and energy markets. It also offers information, analytics, workflow, and technology solutions to buy-side and off-trading floor customers; access to liquidity in over-the-counter markets, trade execution, and connections for market participants and financial professionals? communities; and a suite of solutions offering informed outcomes to regulated industries and law firms. In addition, the company provides critical information , decision support tools, and software and services to legal, investigation, business, and government professionals; integrated tax compliance and accounting software and services for accounting and law firms, corporations, and government professionals; intellectual property and scientific resources that enable its customers to discover, develop, and deliver innovations; and data analytics, and performance benchmarking solutions and services to healthcare sector. Further, it offers coverage of global, regional, and national news in 20 languages covering politics, business, finance, entertainment, lifestyle, technology, health, science, and sports; and engages in advertising-supported direct-to-consumer publishing activities of Reuters.com and its network of Websites, mobile applications, and electronic out-of-home displays. The company was formerly known as The Thomson Corporation and changed its name to Thomson Reuters Corporation in April 2008. The company is headquartered in New York, New York.
Advisors' Opinion:- [By Monica Wolfe]
Thomson Reuters (TRI)
On Feb. 11, Thomson Reuters declared a dividend of $0.330 per share, representing 3.80% dividend yield for the company. This dividend is payable on March 17 to shareholders of the record at the close of business on Feb. 24, 2014.
- [By Associated Press]
Ron Brown, head of Elektron Analytics, a Thomson Reuters (NYSE: TRI ) unit that sells news feeds that computers can read, said that the words "explosions" or "Obama" alone wouldn't have triggered selling. But add "White House," and it's a combination even the slowest computer couldn't miss.
- [By Rich Smith]
This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature an upgrade for Thomson Reuters Reuters (NYSE: TRI ) , a new buy rating for Novavax (NASDAQ: NVAX ) -- but for Union Pacific (NYSE: UNP ) , a downgrade. Let's get that bad news out of the way first.
Hot Canadian Stocks To Buy Right Now: PennyMac Mortgage Investment Trust(PMT)
PennyMac Mortgage Investment Trust is based in the United States.
Advisors' Opinion:- [By Jon C. Ogg]
Sterne Agee’s team said, “We continue to prefer credit risk oriented Mortgage REITs over their Agency-only focused counterparts. Among the larger cap names in our coverage, our top picks are MFA Financial, Inc. (NYSE: MFA) and PennyMac Mortgage Investment Trust (NYSE: PMT).”
- [By Sally Jones] ng>Current Shares: 3,570,000
Value: $80,968,000
Weighting: 19.8%
Down 9% over 12 months, PennyMac Mortgage Investment Trust, a residential REIT, has a market cap of $1.61 billion; its shares were traded at around $22.94 with a P/E of 7.30. The dividend yield is 10%.
PMT is not ranked for business predictability.
Track historical data:
Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 3,570,000 shares at an average price of $21.84 per share, for a gain of 4.3%.
The GuruFocus analysis of PMT shows five warning signs.
Vodafone Group PLC (VOD)
Current Shares: 1,349,200
Value: $47,465,000
Weighting: 11.6%
Up 55% over 12 months, Vodafone Group PLC has a market cap of $189.2 billion; its shares were traded at around $39.14 with a P/E of 273.80. The dividend yield is 4.00%.
Vodafone Group PLC is a provider of mobile communications services and products in Germany, Italy, Spain, UK, Europe, India and Africa, Middle East and Asia Pacific.
GuruFocus ranked VOD with one out of five stars for business predictability.
Track historical data:
Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 1,349,200 shares at an average price of $31.01 per share, for a gain of 25.9%.
The GuruFocus analysis of VOD shows nine warning signs.
Microsoft Corporation (MSFT)
Current Shares: 1,500,000
Value: $49,920,000
Weighting: 12.2%
Up 38% over 12 months, Microsoft Corporation has a market cap of $309.54 billion; its shares were traded at around $37.45 with a P/E of 13.70. The dividend yield is 2.60%.
GuruFocus ranked MSFT with three out of five stars for business predictability.
Track historical data:
Guru Action: As of Sept. 30, 2013, Kyle Bass made a new buy of 1,500,000 shares at an average price of $32.90 per share, for a gain of 12.7%.
The GuruFocus analysis of MSFT shows two go
- [By Marc Bastow]
PennyMac Mortgage Investment Trust (PMT), a REIT involved in mortgages and mortgage-related assets, raised its quarterly dividend 4% to 59 cents per share, payable Jan. 28 to shareholders of record as of Jan. 14. At more than 10%, PMT is the highest yielder of this week’s list of dividend stocks.
PMT Stock Dividend Yield: 10.15%
Hot Canadian Stocks To Buy Right Now: Abbott Laboratories(ABT)
Abbott Laboratories engages in the discovery, development, manufacture, and sale of health care products worldwide. The company offers adult and pediatric pharmaceuticals for rheumatoid and psoriatic arthritis, ankylosing spondylitis, psoriasis, and Crohn's disease; dyslipidemia; HIV infection; prostate cancer, endometriosis and central precocious puberty, and anemia caused by uterine fibroids; respiratory syncytial virus; adult males who have low or no testosterone; secondary hyperparathyroidism; hypothyroidism; and pancreatic exocrine insufficiency, as well as anesthesia products. It also provides diagnostic products, such as immunoassay systems; chemistry systems; assays used for screening and/or diagnosis for drugs of abuse, cancer, therapeutic drug monitoring, fertility, physiological, and infectious diseases; instruments that automate the extraction, purification, and preparation of DNA and RNA from patient samples, and detect and measure infections agents; genomic-b ased tests; hematology systems and reagents; and point-of-care diagnostic systems and tests for blood analysis. In addition, the company offers a line of pediatric and adult nutritional products. Further, it provides coronary, endovascular, vessel closure, and structural heart devices, such as drug-eluting stent systems, coronary metallic stents, balloon dilatation products, coronary guidewires, vessel closure devices, carotid stent systems, percutaneous valve repair systems, and drug eluting bioresorbable vascular products. Additionally, the company provides blood glucose monitoring meters, test strips, data management software, and accessories for people with diabetes; and medical devices for the eye, including cataract surgery, lasik surgery, contact lens, and dry eye products, as well as branded generic pharmaceutical products. Abbott primarily serves retailers, wholesalers, hospitals, and health care facilities. Abbott was founded in 1888 and is headquartered in Abbott Park, Illinois.
Advisors' Opinion:- [By Sean Williams]
The other two I'd throw into the sustainable column are Johnson & Johnson and Abbott Laboratories (NYSE: ABT ) . J&J, as I noted, is a pharmaceutical and personal-products behemoth as well, so it can offer an investor a lot more diversification beyond just medical devices. But for the sake of argument, I'm focusing strictly on medical devices here. The same goes for Abbott Labs, which can offer investors the opportunity of mitigating some of their investing risk with the security of generic-pharmaceutical sales. In the fourth quarter of 2012, for example, the company's pharmaceutical and nutritional operations contributed to 76% of total sales, leaving its diagnostic and device business on the back burner.
- [By Anna Prior]
Abbott Laboratories sa(ABT)id it will sell a portion of its generics pharmaceuticals business to Mylan Inc.(MYL) in an all-stock transaction valued at $5.3 billion, another health-care deal driven in part by tax advantages. Mylan shares rose 4.1% to $52.25, while Abbott shares rose 1.9% to $42.10 premarket.
- [By Seth Robey]
Another option emerges
In last week's edition, I teased that one addition to the stalwart section of our virtual portfolio was a glaring omission from the big biotech segment. That company, Amgen (NASDAQ: AMGN ) , isn't traditionally considered a stalwart, but with a valuation more reminiscent of big pharma than big biotech, a 1.6% dividend yield, and acquisition clout, Amgen could provide stability to any portfolio. But then Abbott Labs (NYSE: ABT ) reported its quarterly earnings and its post-restructuring narrative presented a more clear companion to Johnson & Johnson. - [By Brendan Conway]
The intuition is something like this: You��e investing in quality companies with strong balance sheets which are capable of weathering rough markets. But they��e not stodgy old dividend-centric companies so much as growing firms which choose dividends as a means of rewarding shareholders, such as Abbott Laboratories (ABT) or Lowe’s (LOW).
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