Our Long Idea reports aim to identify those firms that the market has overlooked and that, when analyzed beyond standard metrics, are significantly undervalued. These hidden gems provide excellent upside potential to any portfolio, with little downside risk.
In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria such as return on invested capital (ROIC) or dividend yield. In 2016, we added two new Model Portfolios, Exec Comp Aligned With ROIC and Safest Dividend Yields, to go along with our longstanding Most Attractive & Most Dangerous Stocks Model Portfolio, which has a long history of outperformance.
Below presents the Long Idea highlights of 2016 and the performance of our new Model Portfolios.
Long Idea Highlights
It pays to read our Long Idea reports. In 2016, 10 out of our 15 Long Idea stock and mutual fund picks saw positive returns and 13 stocks outperformed the market (S&P 500). All told, the Long Idea stocks averaged a 9.9% return in 2016, which was slightly more than the S&P 500's return of nearly 9.5%, thereby outperforming as a long portfolio. Some of the top picks can be seen in Figure 1 below.
Hot Safest Stocks To Invest In Right Now: Euronet Worldwide Inc.(EEFT)
Advisors' Opinion:- [By Shane Hupp]
News articles about Euronet Worldwide (NASDAQ:EEFT) have trended somewhat positive on Saturday, Accern reports. Accern ranks the sentiment of press coverage by analyzing more than twenty million news and blog sources in real time. Accern ranks coverage of companies on a scale of negative one to one, with scores nearest to one being the most favorable. Euronet Worldwide earned a daily sentiment score of 0.14 on Accern’s scale. Accern also gave media coverage about the business services provider an impact score of 45.8935763095505 out of 100, meaning that recent press coverage is somewhat unlikely to have an impact on the stock’s share price in the immediate future.
- [By Lee Jackson]
Euronet Worldwide Inc. (NASDAQ: EEFT) was downgraded to Neutral from Buy at Goldman Sachs. It has a $94 price target, which compares with the consensus target across Wall Street of $105.29. The stock ended trading on Friday at $85.98.
- [By Dan Caplinger]
Most of the stock market posted solid gains on Monday after Canada joined the U.S. and Mexico in forging a renewed regional trade agreement. The Dow Jones Industrial Average quickly got out to a more than 200-point gain early in the session, as investors in many of the manufacturing companies that make up the Dow's 30 components have been especially nervous about the recent Trump administration strategy of imposing tariffs and threatening to end long-standing agreements. Interestingly, small-cap stocks lagged behind their megacap counterparts, sending the Russell 2000 index to a substantial loss. But some companies saw their shares soar on encouraging news. New Age Beverages (NASDAQ:NBEV), Euronet Worldwide (NASDAQ:EEFT), and Tilray (NASDAQ:TLRY) were among the best performers on the day. Here's why they did so well.
Hot Safest Stocks To Invest In Right Now: Scana Corporation(SCG)
Advisors' Opinion:- [By Reuben Gregg Brewer]
Investing in utilities is usually a pretty boring affair, with the main attraction normally being a reliable quarterly dividend payment. Recent events at SCANA Corporation (NYSE:SCG), however, have been anything but boring. Dominion Energy could be the company's savior, but not if the government gets in the way.
- [By Reuben Gregg Brewer]
SCANA Corporation's (NYSE:SCG) dividend yield is listed at an enticing 7%, but don't get suckered in. This utility is dealing with a very troubling situation right now. You are better off sticking to a high-yield stock like utility peer Duke Energy Corporation (NYSE:DUK) and its very generous 4.9% yield. Here's why.
- [By Joseph Griffin]
Public Employees Retirement System of Ohio grew its stake in shares of SCANA Co. (NYSE:SCG) by 2.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 58,113 shares of the utilities provider’s stock after buying an additional 1,514 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in SCANA were worth $2,239,000 as of its most recent SEC filing.
- [By Matthew DiLallo]
Aside from checking on whether the company achieves that aim, there are two other items investors should keep an eye on in the second half of the year. First, the company continues to make progress on its proposed merger with SCANA (NYSE:SCG). Shareholders of SCANA recently voted in favor of that transaction, and Dominion has won the approval of several regulators, including the Federal Energy Regulatory Commission (FERC), the Federal Trade Commission, and the state of Georgia. However, the company still needs to get permission for the deal in North Carolina and South Carolina, with the latter one being a key sticking point due to SCANA's failed nuclear plant in the state. While Dominion has offered several concessions in the deal to win over both customers and legislators, it might not be enough since the state wants an even bigger rate reduction. The company remains optimistic that it can close the deal by the end of this year, though it's unclear if that will happen.
- [By Shane Hupp]
Teacher Retirement System of Texas cut its stake in shares of SCANA Co. (NYSE:SCG) by 8.3% in the second quarter, HoldingsChannel.com reports. The fund owned 27,484 shares of the utilities provider’s stock after selling 2,503 shares during the period. Teacher Retirement System of Texas’ holdings in SCANA were worth $1,059,000 as of its most recent filing with the Securities and Exchange Commission.
- [By Lisa Levin] Companies Reporting Before The Bell General Motors Company (NYSE: GM) is projected to report quarterly earnings at $1.24 per share on revenue of $34.66 billion. Bristol-Myers Squibb Company (NYSE: BMY) is estimated to report quarterly earnings at $0.85 per share on revenue of $5.24 billion. United Parcel Service, Inc. (NYSE: UPS) is expected to report quarterly earnings at $1.55 per share on revenue of $16.44 billion. Time Warner Inc. (NYSE: TWX) is projected to report quarterly earnings at $1.74 per share on revenue of $7.91 billion. ConocoPhillips (NYSE: COP) is expected to report quarterly earnings at $0.74 per share on revenue of $8.81 billion. PepsiCo, Inc. (NYSE: PEP) is expected to report quarterly earnings at $0.93 per share on revenue of $12.4 billion. American Airlines Group Inc. (NASDAQ: AAL) is estimated to report quarterly earnings at $0.72 per share on revenue of $10.42 billion. Southwest Airlines Co (NYSE: LUV) is expected to report quarterly earnings at $0.74 per share on revenue of $5.01 billion. Fiat Chrysler Automobiles N.V. (NYSE: FCAU) is estimated to report quarterly earnings at $0.8 per share on revenue of $34.52 billion. Union Pacific Corporation (NYSE: UNP) is projected to report quarterly earnings at $1.66 per share on revenue of $5.38 billion. D.R. Horton, Inc. (NYSE: DHI) is expected to report quarterly earnings at $0.85 per share on revenue of $3.76 billion. The Hershey Company (NYSE: HSY) is estimated to report quarterly earnings at $1.4 per share on revenue of $1.94 billion. Praxair, Inc. (NYSE: PX) is expected to report quarterly earnings at $1.56 per share on revenue of $2.94 billion. Altria Group, Inc. (NYSE: MO) is projected to report quarterly earnings at $0.92 per share on revenue of $4.63 billion. Shire plc (NASDAQ: SHPG) is estimated to report quarterly earnings at $3.54 per share on revenue of $3.72 billion. Oshkosh Corporation (NYSE: OSK) is projected to report quarter
Hot Safest Stocks To Invest In Right Now: PPL Corporation(PPL)
Advisors' Opinion:- [By Paul Ausick]
PPL Corp. (NYSE: PPL) dropped about 1.7% Tuesday to post a new 52-week low of $30.44 after closing at $30.95 on Friday. Volume was around 4.1 million about 10% below the daily average of around 4.6 million. The company had no specific news.
- [By Logan Wallace]
Traders sold shares of PPL Co. (NYSE:PPL) on strength during trading on Thursday. $37.99 million flowed into the stock on the tick-up and $66.42 million flowed out of the stock on the tick-down, for a money net flow of $28.43 million out of the stock. Of all equities tracked, PPL had the 0th highest net out-flow for the day. PPL traded up $0.35 for the day and closed at $25.61
- [By Shane Hupp]
Pembina Pipeline (TSE:PPL) (NYSE:PBA) had its price target lifted by BMO Capital Markets from C$50.00 to C$52.00 in a research report report published on Tuesday morning.
- [By Motley Fool Transcribers]
PPL Corp (NYSE:PPL)Q4 2018 Earnings Conference CallFeb. 14, 2019, 9:00 a.m. ET
Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:Operator
Hot Safest Stocks To Invest In Right Now: Leggett & Platt, Incorporated(LEG)
Advisors' Opinion:- [By Logan Wallace]
Several brokerages have updated their recommendations and price targets on shares of LEG Immobilien (FRA: LEG) in the last few weeks:
9/17/2018 – LEG Immobilien was given a new €110.00 ($127.91) price target on by analysts at Baader Bank. They now have a “buy” rating on the stock. 9/14/2018 – LEG Immobilien was given a new €110.00 ($127.91) price target on by analysts at Berenberg Bank. They now have a “buy” rating on the stock. 9/7/2018 – LEG Immobilien was given a new €110.00 ($127.91) price target on by analysts at JPMorgan Chase & Co.. They now have a “buy” rating on the stock. 9/6/2018 – LEG Immobilien was given a new €114.70 ($133.37) price target on by analysts at Hauck & Aufhaeuser. They now have a “buy” rating on the stock. 9/5/2018 – LEG Immobilien was given a new €105.00 ($122.09) price target on by analysts at UBS Group AG. They now have a “buy” rating on the stock. 8/30/2018 – LEG Immobilien was given a new €113.00 ($131.40) price target on by analysts at Morgan Stanley. They now have a “buy” rating on the stock. 8/29/2018 – LEG Immobilien was given a new €98.10 ($114.07) price target on by analysts at Nord/LB. They now have a “neutral” rating on the stock. 8/29/2018 – LEG Immobilien was given a new €110.00 ($127.91) price target on by analysts at Warburg Research. They now have a “neutral” rating on the stock. 8/14/2018 – LEG Immobilien was given a new €120.00 ($139.53) price target on by analysts at HSBC Holdings plc. They now have a “buy” rating on the stock. 8/13/2018 – LEG Immobilien was given a new €110.00 ($127.91) price target on by analysts at Berenberg Bank. They now have a “buy” rating on the stock. 8/10/2018 – LEG Immobilien was given a new €98.00 ($113.95) price target on by an - [By Joseph Griffin]
Leggett & Platt (NYSE: LEG) and Hooker Furniture (NASDAQ:HOFT) are both consumer discretionary companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, dividends, earnings, risk and profitability.
- [By Logan Wallace]
LEG Immobilien (FRA:LEG) has been assigned a €105.00 ($122.09) target price by investment analysts at UBS Group in a report issued on Thursday, www.boersen-zeitung.de reports. The firm presently has a “buy” rating on the stock. UBS Group’s price objective suggests a potential upside of 6.62% from the stock’s current price.
- [By Garrett Baldwin]
We just held a live event with former Speaker of the House John Boehner and the most powerful people in the cannabis world for one important reason… to help you make a fortune from America's most controversial, misunderstood, and lucrative industry. If you missed seeing this historic event LIVE – and John Boehner's SHOCKING prediction – click here for a special rebroadcast.
Stocks to Watch Today: GOOGL, PZZA, CLX Alphabet Inc. will report earnings after the bell Monday. Wall Street analysts anticipate the search giant will report sales growth of 20% higher than the same period one year ago. The company, however, is still recovering from public relations problems tied to data privacy, sexual harassment, and security breaches. Investors are banking on stronger ad revenue numbers as the firm continues to face renewed threats from e-commerce giant Amazon.com Inc. (NASDAQ: AMZN). Shares of Papa John's International Inc. (NASDAQ: PZZA) popped more than 6% after the company announced that hedge fund Starboard will invest $200 million into the company. In addition, the firm has announced that Starboard's Jeffrey Smith will become chair of the board. The news comes a week after Papa John's board dismissed the idea of an outright sale of the company. Shares have been under pressure since its founder was ousted from the firm. Shares of Clorox Co. (NYSE: CLX) jumped more than 5% in pre-market hours after the firm reported earnings before the bell. The firm reported earnings per share of $1.40, a number that was $0.10 higher than Wall Street expectations. Look for earnings reports from AvalonBay Communities Inc. (NYSE: AVB), Clorox Co. (NYSE: CLX), Gilead Sciences Inc. (NASDAQ: GILD), Glu Mobile Inc. (NASDAQ: GLUU), Legg Mason Inc. (NYSE: LM), Leggett & Platt Inc. (NYSE: LEG), Seagate Technology Plc. (NYSE: STX), and Sysco Corp. (NYSE: SYY).Follow Money Morning on Facebook, Twitter, and LinkedIn.
- [By Joseph Griffin]
Shares of LEG Immobilien AG (FRA:LEG) have been assigned an average rating of “Buy” from the nineteen research firms that are presently covering the stock, MarketBeat.com reports. One analyst has rated the stock with a sell rating, five have assigned a hold rating and thirteen have assigned a buy rating to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is €101.62 ($118.16).
- [By Stephan Byrd]
Standard Life Aberdeen plc grew its stake in Leggett & Platt, Inc. (NYSE:LEG) by 30.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,323 shares of the company’s stock after acquiring an additional 7,088 shares during the period. Standard Life Aberdeen plc’s holdings in Leggett & Platt were worth $1,353,000 at the end of the most recent reporting period.
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