Then the Fed began its tapering talk.
With the potential of rising interest rates on the table, investors have shunned high dividend paying sectors and shares of REITs have plunged in wake of the Fed�� news. Yet, given the commercial real estate sectors long term history of outperformance, investors looking for bargains may want to scoop up shares of operators of shopping plazas, office buildings and hospitals.
SEE: The REIT Way
Better Valuations
After reaching a six-year high set on May 21, 2013, REITs have plunged about 14.75% since the Federal Reserve provided an update regarding its plans for future bond purchases. However, investors may not want to cast off their commercial real estate holdings just yet in the face of the Fed�� taper talk. That�� because REITs continue to offer plenty of portfolio benefits- and time to buy hasn�� been better.
5 Best Growth Stocks To Buy For 2015: Omega Healthcare Investors Inc.(OHI)
Omega Healthcare Investors, Inc. operates as a real estate investment trust (REIT) in the United States. The company invests in healthcare facilities, principally long-term healthcare facilities in the United States. It provides lease or mortgage financing to qualified operators of skilled nursing facilities (SNFs), as well as to assisted living facilities (ALFs), independent living facilities (ILFs), and rehabilitation and acute care facilities. As of March 31, 2011, the company?s portfolio of real estate investments consisted of 400 healthcare facilities, including 370 SNFs, 10 ALFs, 5 specialty facilities, fixed rate mortgages on 13 SNFs, and 2 SNFs that are held-for-sale located in 35 states. Omega Healthcare Investors, Inc. has been qualified as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its shareholders. The company was founded in 1992 and is bas ed in Hunt Valley, Maryland.
Advisors' Opinion:- [By Cameron Swinehart]
I recently took profits in a few positions including Microsoft (MSFT), The Sherwin-Williams Company (SHW), Omega Healthcare Investors (OHI) and Wells Fargo (WFC). From my perspective, the economic outlook doesn't support continued investment in those companies. A softening U.S economy and high debt levels will push investors into safe havens and real assets.
Top Long Term Companies For 2014: Uralkaliy OAO (URALL.PK)
Uralkaliy OAO (Uralkali OJSC) is a Russia-based company, which is engaged in the chemical industry. The Company specializes in the production of potash fertilizers. Its product portfolio comprises pink muriate of potash (PMOP), white muriate of potash (WMOP) and granular (GMOP). The Company is active through representative offices, located in Moscow and Beijing, as well as numerous subsidiaries, located countrywide and in Panama, Belarus, Singapore, Brazil and others. Uralkaliy OAO operates on the potassium and magnesium deposits located in Berezniki, Perm and Saint Petersburg. Its production assets include seven plants and five mines. Uralkaliy OAO sells its products domestically, as well as abroad in over 40 countries, including the United States, China, Brazil, India and South-East Asia, among others. Advisors' Opinion:- [By Chris Damas]
This morning Russian potash giant OJSC Uralkali (URALL.PK) presented first half 2013 financial and operating results and more importantly, much anticipated comments on the strategy of the company and the state of the international potash industry, the latter blind-sided by the leading potash company's split with marketing partner JSC Belaruskali of Belarus.
- [By Tim Gallagher]
The potash spat continues to get uglier, as Belarus investigators reportedly intend to seize property and assets of Russia's Uralkali (URALL.PK) following the collapse of the joint Russian-Belarussian potash venture.
Top Long Term Companies For 2014: ConocoPhillips(COP)
ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.
Advisors' Opinion:- [By Joshua Bondy]
The big dog
ConocoPhillips (NYSE: COP ) spun off Philips 66, becoming the largest independent E&P. In the long run, its size may hold the company back. Its latest quarterly operating income of $14.78 per Boe is respectable for such a large firm, but it is being�forced into expensive unconventional plays. The company's own rough estimates project that its base production will fall from 1.5 million barrels of oil equivalent per day (Mmboepd) to 1.0 Mmboepd by 2017. - [By Arjun Sreekumar]
Opportunities for oilfield services firms
Not surprisingly, Halliburton and other major energy companies view Chinese shale gas development as a significant opportunity for future growth. Many of them, including Baker Hughes (NYSE: BHI ) , ConocoPhillips (NYSE: COP ) , and Schlumberger (NYSE: SLB ) , have already developed strategic relationships with Chinese firms to better evaluate the nation's shale gas potential. - [By Geoff Gannon]
路 Berkshire wrote down $1.4 billion of its investment in the bonds of a Texas electric utility that is dependent on natural gas prices. Warren Buffett is a terrible investor when it comes to commodities. I��e had a hard time finding any situation where his investment in a commodity company worked out better than similar investments he was making ��and could��e presumably added more to ��at the same time. At best, Berkshire�� commodity related investments have done about as well as its non-commodity related investments made at the same time. At worse, they��e failed miserably. This one looks like it falls into the latter category. Of course, there was one very big exception to Berkshire�� sorry history of investing in commodity stocks ��PetroChina. That was a smashing success. Buffett�� other oil investments ��like ConocoPhillips (COP) ��not so much. Even if you go back to the 1970s and 1980s when Buffett was probably looking at commodity companies as helpful in his fight against inflation ��he still wasn�� getting more for his commodity company investments than from his media company investments. It just seems like this is an area Warren Buffett should stay away from. If the thesis depends on the price of oil, coal, silver, aluminum, etc. ��it isn�� a Warren Buffett investment. At least it�� not a Warren Buffett investment that��l live up to the name. But he keeps making these mistakes. It�� something to think about. If your record is pretty spotty in one sector ��maybe that�� a sector you should stay away from. There�� a reason I�� very reluctant to buy retail stocks ��I tend to lose money on them. It wouldn�� be a bad idea for Buffett to apply the same logic to his commodity related investments.
Top Long Term Companies For 2014: ANA Holdings Inc (ALNPF)
ANA HOLDINGS INC., formerly All Nippon Airways Co., Ltd., is a Japan-based airline holding company. Its Air Transportation segment is engaged in the air transportation business, the provision of various services at airports, the provision of reservation services via telephone, the freight express business, and the maintenance of aircrafts in domestic and overseas markets. The Traveling segment plans and sells tour packages under the brand names ANA Hello Tour and ANA Sky Holiday, it also offers services to travelers at arrival areas and sells travel products and air tickets. The Others segment involves in the information communication, trading and merchandise business, building management, logistics and airplane fixture repair business, and hotel operation. On March 4 and March 5, 2013, it fully acquired all shares of one and two consolidated subsidiaries through stock swap, respectively, made them become wholly-owned subsidiaries. Advisors' Opinion:- [By Daniel Inman]
In Tokyo, ANA Holdings (JP:9202) � (ALNPF) �declined 4.7% after the airline lowered its 2013 fiscal-year net profit forecast by 65% on higher fuel costs and slow service expansion because of delays in Boeing (BA) �787 Dreamliner deliveries.
Top Long Term Companies For 2014: BlackRock Inc (BLK)
BlackRock, Inc. (BlackRock) is an independent investment management firm. The Company provides a range of investment and risk management services. The Company serves its clients as a fiduciary, and derives all of its revenues from client business. It invests in capital markets globally. Its clients include taxable, tax-exempt and official institutions (including pension funds, endowments, insurance companies, corporations, financial institutions, central banks and sovereign wealth funds) as well as retail investors and high net worth individuals. Its product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. It offer its products directly and through intermediaries in a range of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds (ETFs) and other exchange-traded products ( ETPs), collective investment funds and separate accounts. The Company also offers its BlackRock Solutions (BRS) investment systems, risk management and advisory services to institutional investors. In March 2012, it acquired Claymore Investments, Inc. from Guggenheim Partners, LLC.
Equity and Fixed Income
Equity and fixed income assets under management (AUM) include a range of active and passive strategies. Merger-related outflows in equities and fixed income, respectively, due to manager concentration.
Multi-Asset Class
BlackRock�� multi-asset class team manages a range of bespoke mandates. Investment solutions include a combination of long-only portfolios and alternative investments, as well as tactical asset allocation overlays. As of December 31, 2011, institutional investors represented 63% of multi-asset class AUM, while retail and high net worth investors accounted for 37%. Flows were almost evenly split as well. During the year ended December 31, 2011, with 55% of multi-asset class AUM managed for clients based in the Americas, 38% in Europe, the Mi! ddle East and Africa (EMEA) and 7% in Asia-Pacific. As of December 31, 2011, asset allocation and balanced products represented 56% of multi-asset class AUM. As of December 31, 2011, fiduciary management services accounted for 22% of multi-asset class AUM. As of December 31, 2011, target date and target risk funds is 22% of multi-asset class AUM.
Alternative Investments
As of December 31, 2011, the alternative investment client base was predominantly institutional, representing 73% of alternatives AUM with retail and high net worth investors comprising an additional 9% of AUM. As of December31, 2011, iShares consisted 18% of ending AUM. The geographic mix was well diversified, with 56% of AUM managed for clients in the Americas, 22% for clients in EMEA and 22% for clients in Asia-Pacific. The BlackRock Alternative Investors (BAI) group coordinates its alternative investment efforts, including product management, business development and client service. The products offered under the BAI umbrella are: core, which includes hedge funds, funds of funds and real estate offerings, and currency and commodities. Offerings include high yield debt and core, value-added and opportunistic equity portfolios. It also offers open-end hedge funds and similar products and closed-end funds. These products include a range of active and passive products managed through institutional separate accounts.
Cash Management and Securities Lending
Cash management products include taxable and tax-exempt money market funds and customized separate accounts. Portfolios may be denominated in the United States dollar, euro or pound sterling. As of December 31, 20110, its cash management clientele is institutional, with 84% of cash AUM managed for institutions and 16% for retail and high net worth investors. The investor base was also domestic, with 70% managed for investors in the Americas and 30% for clients in other regions, almost all EMEA-based.
Active Strategies
! The Company offers two types of active strategies: those that rely primarily on fundamental research and those that utilize primarily quantitative models to drive security selection and portfolio construction. As of December 31, 2011, active long-term AUM consisted of 23% equities, 52% fixed income, 18% multi-asset and 7% alternatives.
Active Equity
A range of products are offered, including global and regional portfolios; value, growth and core products; large, mid and small cap strategies, and selected sector funds. BlackRock manages active equity portfolios for a range of institutional and retail and high net worth investors globally. Approximately 48% of its active equity AUM was managed for investors based in the Americas, 38% in EMEA and 14% in Asia-Pacific.
Active Fixed Income
Fixed income mandates are tailored to client-specified liabilities, accounting, regulatory or rating agency requirements, or other investment policies. As of December 31, 2011, of BlackRock�� total active fixed income AUM, 81% was managed on behalf of institutional investors and 19% for retail and high net worth investors. The client base reflects 70% of active fixed income AUM managed for investors in the Americas, 21% for EMEA domiciled clients, and 9% for investors in the Asia-Pacific region.
Multi-Asset and Alternatives
During 2011, 97% of AUM in multi-asset class mandates, and 76% of AUM in alternative investments are managed in active strategies. As of December 31, 2011, equity products consisted 64% of institutional index AUM. Fixed income products represented 35% of institutional index AUM. Less than 1% of institutional index AUM is in alternatives or multi-asset class products.
iShares / ETPs
During 2011, the Company introduced 45 new ETPs, maintaining dual commitment innovation and responsible product structuring. Its product range offers investors the building blocks required to assemble diversified portfolio! s. As of ! December 31, 2011, its iShares product mix included 71%, in equity offerings, and 26%, in fixed income ETPs and 3%, in multi-asset class and alternative investments. In addition, the Company is an ETF manager in Mexico and has products in Chile, Peru, Brazil, Australia, Hong Kong and Japan. In addition, the Company is the ETP manager in Latin America.
BlackRock Solutions
BlackRock offers investment systems, risk management, outsourcing and advisory services under the BlackRock Solutions brand name. Its Aladdin operating platform serves as the investment system for BlackRock and institutional investors globally. BRS also offers comprehensive risk reporting through the Green Package and risk management advisory services, interactive fixed income analytics through its Web-based calculator, AnSer, middle and back office outsourcing services and investment accounting. Clients have also retained BRS��Financial Markets Advisory (FMA) group for a range of engagements, such as valuation and risk assessment of illiquid assets, portfolio restructuring, workouts and dispositions of distressed assets and financial and balance sheet strategies.
Transition Management Services
BlackRock also offers transition management services, involving the temporary oversight of a client�� assets as they transition from one manager to another or from one strategy to another. It provides service that includes project management and implementation based on achieving execution consistent with the client�� risk management tolerances. The average transition assignment is executed within three weeks. These portfolios are not included in AUM unless BlackRock has been retained to manage the assets after the transition phase.
Risk & Quantitative Analysis
Across all asset classes, the Risk & Quantitative Analysis (RQA) group at BlackRock provides risk management advice and independent risk oversight of the investment management processes, identifies and hel! ps manage! counterparty and operational risks, coordinates standards for firm wide investment performance measurement and determines risk management-related analytical and information requirements.
Advisors' Opinion:- [By Aaron Levitt]
There�� no denying that BlackRock (BLK) is powerhouse when it comes to asset management. That fact extends into its CEF offerings as well. The asset manager recently merged several of its CEFs into one entity — the BlackRock Corporate High Yield Fund (HYT). The resulting new fund features a four-star and bronze rating from Morningstar.
Top Long Term Companies For 2014: Ecopetrol S.A.(EC)
Ecopetrol S.A. operates as an integrated oil company in Colombia, Peru, Brazil, and the U.S. Gulf Coast. The company engages in the exploration, development, and production of crude oil and natural gas. As of December 31, 2010, its proved reserves of crude oil and natural gas consisted of 1,714.0 million barrels of oil equivalent. The company also transports crude oil, motor fuels, fuel oil, and other refined products, as well as mixture of diesel and palm oil. It owns transportation network consisting of 3,003 kilometers of crude oil pipeline directly, as well as an additional 2,178 kilometers of crude oil pipeline with its business partners; and 3,017 kilometers of multi-purpose pipelines for transportation of refined products from refinery to wholesale distribution points. As of the above date, Ecopetrol S.A. owned 58 stations with a nominal storage capacity of 19 million barrels of crude oil and 6 million barrels of refined products. In addition, the company owns and o perates refineries that produce a range of refined products, including gasoline, diesel, kerosene, jet fuel, aviation fuel, liquefied petroleum gas, sulfur, heavy fuel oils, motor fuels, and petrochemicals, including paraffin waxes, lube base oils, low-density polyethylene, aromatics, asphalts, alkylates, cyclohexane and aliphatic solvents, and refinery grade propylene, as well as provides industrial services to third parties. Further, it markets various refined and feed stock products, including regular and high octane gasoline, diesel fuel, jet fuel, natural gas, and petrochemical products. The company was formerly known as Empresa Colombiana de Petroleos and changed its name to Ecopetrol S.A. in June 2003. Ecopetrol S.A. was founded in 1948 and is based in Bogota, Colombia.
Advisors' Opinion:- [By GuruFocus]
Ecopetrol S.A. (EC) Reached the 52-Week Low of $38.85
The prices of Ecopetrol S.A. (EC) shares have declined to close to the 52-week low of $38.85, which is 41.5% off the 52-week high of $64.06. Ecopetrol S.A. is owned by 2 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 2 reduced their positions.
- [By Garrett Cook]
Energy services shares dropped around 0.63 percent in the US market on Tuesday. Top decliners in the sector included Ecopetrol SA (NYSE: EC), down 4 percent, and Petróleo Brasileiro Petrobras SA (NYSE: PBR), off 2.28 percent.
- [By Dividend]
Ecopetrol (EC) has a market capitalization of $94.96 billion. The company employs 8,087 people, generates revenue of $35.317 billion and has a net income of $7.863 billion. Ecopetrol�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15.070 billion. The EBITDA margin is 42.67 percent (the operating margin is 35.23 percent and the net profit margin 22.26 percent).
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