Wednesday, August 27, 2014

Top Integrated Utility Stocks To Watch Right Now

Power company AES (NYSE: AES  ) � has added James Miller, former CEO and Chairman of PPL, to its board of directors.

"Jim brings to AES' Board substantial experience in the energy industry, both in the U.S. and internationally, including in regulated utilities and competitive power markets," said AES Chairman Charles Rossotti in a statement today. "AES will benefit from Jim's strategic insight, track record of operational improvements and disciplined capital allocation."

According to the company's press release, Miller has more than 35 years of experience in the energy industry. He previously worked for Delmarva Power & Light, ABB Group, and USEC before joining PPL in 2001. In 2006, Miller was appointed as PPL's Chairman and CEO, positions he held until his retirement in March 2012.

With operations in both the United Kingdom and the U.S., Miller's past experience with PPL may lend itself to AES' diverse international portfolio. Under Miller's watch, PPL acquired two major Kentucky utilities and the United Kingdom's second-largest electric distribution business.

Top 5 Warren Buffett Companies For 2015: Ishares Trust Dow Jones Select Dividend (DVY)

iShares Dow Jones Select Dividend Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Select Dividend Index (the Index). The Index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time. The Index stocks are screened by dividend-per-share growth rate, dividend payout percentage and average daily dollar trading volume, and are selected based on dividend yield.

The Index consists of 100 of the highest dividend-yielding securities (excluding real estate investment trusts) in the Dow Jones U.S. Total Market Index, an index representative of the total market for United States equity securities. To be included in the Index, the securities must have had a flat to positive dividend-per-share growth rate for each of the last five years; must have an average five-year dividend payout ratio of 60% or less, and must have a minimum three-month average trading volume of 200,000 shares a day. The Index is reconstituted annually. The Fund uses a representative sampling strategy in seeking to track the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Dan Caplinger]

    Investing in dividend stocks is easy. Exchange-traded funds Vanguard Dividend Appreciation (NYSEMKT: VIG  ) , iShares Dow Jones Select Dividend (NYSEMKT: DVY  ) , and SPDR S&P Dividend (NYSEMKT: SDY  ) give you low-cost access to dozens or even hundreds of dividend-paying stocks, all within a single investment vehicle. If you prefer, you can also buy individual stocks, either through a broker or through direct investment plans. Blue-chip companies General Electric (NYSE: GE  ) and Procter & Gamble (NYSE: PG  ) are just two of the hundreds of stocks that offer shares through direct plans and allow you to reinvest dividends automatically in additional shares at no fee.

  • [By Dan Caplinger]

    Which dividend stocks are getting hit hardest?
    So far, we've seen some evidence that dividend-paying stocks are doing worse than the overall market since the latest pullback began. Going back to the end of April, the iShares DJ Select Dividend ETF (NYSEMKT: DVY  ) , which has a high concentration of strong dividend payers, has fallen about 4%, compared to a more-or-less flat performance from the S&P 500 and other broader benchmarks.

  • [By Jim Pyke]

    If you recall my previous article that looked at iShares Dow Jones Select Dividend Index (DVY) and SPDR S&P Dividend ETF (SDY), there is an interesting comparison. While both SDY and DVY were underweight in Energy-Oils by substantial margin, both VIG and VYM are overweight in this sector. VIG has a 13.2% of its assets and VYM is at 13.0% relative to the market at 10.5%.

  • [By Dan Caplinger]

    So if two single people each earned $200,000, they wouldn't be subject to the Obamacare tax at all. But if they got married, then $150,000 of their total income of $400,000 would get taxed, with an additional tax liability of $1,350. Similar situations with investment income could lead to a much larger marriage penalty, as the investment tax rate is more than quadruple the rate for wages.�Investors in dividend-oriented ETFs Vanguard High Dividend Yield (NYSEMKT: VYM  ) , SPDR S&P Dividend (NYSEMKT: SDY  ) , and iShares DJ Select Dividend (NYSEMKT: DVY  ) should therefore take care to consider tax-favored investment vehicles for their investments.

Top Integrated Utility Stocks To Watch Right Now: Silver Bay Realty Trust Corp (SBY)

Silver Bay Realty Trust Corp., incorporated on June 29, 2012, is focused on the acquisition, renovation, leasing and management of single-family properties. The Company generates all of its revenue by leasing its portfolio of single-family properties.

As of September 30, 2012, the initial portfolio consisted of more than 2,540 single-family properties. As of September 30, 2012, Two Harbors owned a portfolio of approximately 1,660 single-family properties through its wholly owned subsidiary, Two Harbors Property Investment LLC. The Company is managed by PRCM Real Estate Advisers LLC.

Advisors' Opinion:
  • [By Amanda Alix]

    While these companies are still heavily involved, there is also a new presence on the scene: the single-family home REIT. Last December, mortgage REIT Two Harbors (NYSE: TWO  ) spun off Silver Bay Realty (NYSE: SBY  ) after selling its stable of 3,100 homes to Silver Bay prior to its initial public offering. Around the same time, Altisource Residential�was also born, spun off from Altisource Portfolio Solutions (NASDAQ: ASPS  ) .

  • [By Amanda Alix]

    Two Harbors is the parent of the newly minted Silver Bay Realty (NYSE: SBY  ) , one of only two single-family residential REITs currently cashing in on the foreclosure-to-rental craze that has been a hot sector over the past year or two. Two Harbors' stock has fallen since the end of March as the company has paid a quarterly dividend of $0.32�per share, sold 50 million�additional shares, and partitioned out�shares of Silver Bay to its own investors. Two Harbors, like American Capital Agency, has also experienced a growth spurt since its inception, growing its portfolio from $520 million�at March 31, 2010 to its current $14 billion.�

  • [By Sean Williams]

    Silver Bay Realty Trust (NYSE: SBY  ) -- up 200%
    Finally, Silver Bay Realty Trust, a renovation, leasing, and management company of single-family properties which it rents out, boosted its payout from $0.01 to $0.03 last quarter, which isn't half bad considering how recently the company was formed.

  • [By Selena Maranjian]

    The biggest new holdings are Comcast�and Prudential Financial. Other new holdings of interest include Silver Bay Realty Trust (NYSE: SBY  ) , a hybrid mortgage REIT (real estate investment trust). Spun off by Two Harbors Investment, Silver Bay will focus on single-family homes, profiting from foreclosures. The company is worth watching, especially with a housing recovery under way, even though some question the recovery. In its last quarter, Silver Bay acquired 1,200 single-family properties, bringing its portfolio to 4,600. Its overall occupancy rate is 53%, but 92% among its stabilized properties.

Top Integrated Utility Stocks To Watch Right Now: iShares Transportation Average ETF (IYT)

iShares Dow Jones Transportation Average Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the Dow Jones Transportation Average Index (the Index). The Index measures the performance of the transportation sector of the United States equity market, and includes companies in primary groups, such as airlines, trucking, railroads, air freight, transportation services and industrial services.

The Index is subset of the Dow Jones U.S Total Market Index. The components stocks are weighted based on the price of the component securities, with the highest priced securities generally having higher weighting in the Index. The Index is adjusted to reflect changes in capitalization resulting from mergers, acquisitions, stock rights, substitutions and other capital events. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.

Advisors' Opinion:
  • [By Gary Jakacky]

    One of the real powerful forces behind this four and half year cyclical bull market has been the Dow Jones Transportation Average. After terrorizing "Dow Theorists" for nearly a year in 2012 by "refusing to confirm" new highs in the industrials, the Transports caught their second wind and ripped to new highs shortly after the new year began. A chart of the iShares Dow Jones Transportation ETF (IYT) shows this clearly. Since last January it has beaten back every attempt at a major correction:

  • [By John Udovich]

    Labor Day weekend is coming and if you have travel plans, you might be making a stop at a facility owned by small cap TravelCenters of America LLC (NYSE: TA) which is also worth taking a closer look at from an investment standpoint along with the PowerShares Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ) and iShares Dow Jones Transportation Average ETF (NYSEARCA: IYT).

  • [By Chad Fraser] 2013 was a strong year for railroad stocks: the iShares Transportation ETF (NYSE: IYT), about the closest you can get to a gauge for the industry (roughly 30% of the fund’s portfolio is devoted to railway operators) gained 39% during the year.

    That’s miles ahead of the Dow Jones Industrials (up 26%) and the S&P 500 (up 29%).

  • [By Mark Thomas]

    I focus more on fundamentals to select the stocks that I trade and suggest on my site. However, I can't ignore technical analysis, and this week there were some very important things that appeared on some very long-term charts. With the S+P 500 (SPY) breaking above 1576 and the Dow Jones industrials (DIA) and the Transportation index (IYT) confirming the move to new all-time highs, the thirteen year secular bear market in stocks is over for now-- and based on history, will be probably for quite a while like for two or three more years.

Top Integrated Utility Stocks To Watch Right Now: Rood Testhouse International NV (ROO)

Rood Testhouse International NV (RoodMicrotec) is a Netherlands-based company, operating an independent and certified test house and analysis lab for opto- and microelectronics. It is a supply chain management organization engaged in partial processes essential to reliable end-products. Its core services are managing the entire process from design idea all the way to supply to the end-user, including purchasing, logistics, warehousing/logistics; securing testability and manufacturability at an early stage in the chip design process. Its activities include supply chain amangement, test and end-of-line services, failure and technology analysis, test engineering, qualifications and reliability, as well as engineering/consulting/key account project management. It has six wholly owned subsidiaries: RoodMicrotec International B.V., RoodMicrotec Holding GmbH, RoodMicrotec Beteiligungs GmbH, RoodMicrotec Nordlingen GmbH + Co. KG, RoodMicrotec Dresden GmbH and RoodMicrotec Stuttgart GmbH. Advisors' Opinion:
  • [By Alan Ellman]

    The day is Friday July 12, and the stock is LEAP Wireless International Inc. (LEAP), which is a takeover candidate by AT&T. In the late afternoon, the share price was near $8 per share, the July $9 call option was priced @ $0.10, and the August $9 call @ $0.40. Covered call writers could generate an initial profit (ROO) of 1% and 5%, respectively. The average daily option trading volume for this company is 1320 contracts over the last three months. It appeared to be a normal trading day until the last hour of trading when option volume went through the roof. By day’s end, 7139 contracts were traded, all but 350 were calls as traders were taking a bullish stance on this stock. I think you know what’s coming!

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