August 28, 2013: U.S. markets opened mixed Wednesday morning as the potential for a military conflict in Syria dominated the news. Crude oil prices spiked overnight�and there were other setbacks as well, like another dive by the Indian rupee. Applications for mortgages fell again as interest rates continued their climb�and U.S. crude oil inventories did not rise enough to slow the rise in crude prices. WTI closed up 1% today at $110.10 a barrel, its highest close in more than two years.
European and Latin American markets closed mixed today, while Asian markets closed lower.
Thursday�� calendar includes a speech by Richmond Fed President Jeffrey Lacker and St. Louis Fed President James Bullard plus the following data releases and events:
8:30 a.m. – U.S. GDP 8:30 a.m. – New claims for unemployment benefits 10:30 a.m. – EIA weekly natural gas storage report 1:00 p.m. – 7-year note auction 4:30 p.m. – Fed balance sheet and money supplyWe also broke out the top Wall Street calls with analyst upgrades�and analyst downgrades.
Top 10 Industrial Conglomerate Companies To Own For 2015: 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 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).
- [By Ben Levisohn]
Finally. Finally American International Group (AIG) has disposed of its ILFC unit by selling it to AerCap Holdings (AER).
Bloomberg NewsThe Wall Street Journal has the details on the deal:
- [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.
Best European Stocks To Buy For 2014: Fresenius Medical Care Corporation (FMS)
Fresenius Medical Care AG & Co. KGaA, a dialysis company, provides products and services for patients with chronic kidney diseases. As of May 12, 2011, it provided dialysis care services to 216,942 patients through its network of 2,769 dialysis clinics primarily in North America, Europe, Latin America, the Asia-Pacific, and Africa. The company also develops and manufactures various dialysis products, including hemodialysis machines, dialyzers, hemofilters, dialysis fluid filters, tubing systems, fistula needles, dialysis related equipment, acute hemodialysis machines, plasma filters, acute tubing systems and cassettes, catheters, and related disposable products for chronic hemodialysis, acute therapy, home therapy, and therapeutic apheresis, as well as dialysis drugs. In addition, it provides laboratory services. Fresenius Medical sells its products through distributors. The company was founded in 1996 and is headquartered in Bad Homburg, Germany.
Advisors' Opinion:- [By Ben Eisen]
DaVita (DVA) �gained 8.9% and Fresenius (FMS) �rose 7.2%.
Best European Stocks To Buy For 2014: Aegon NV(AEG)
AEGON N.V. provides life insurance, pensions, and asset management products and services worldwide. The company?s life insurance products include traditional, term, universal, whole, and other life insurance products sold as part of defined benefit pension plans, endowment policies, post-retirement annuity products, and group risk products; supplemental health insurance products comprise accidental death, other injury, critical illness, hospital indemnity, medicare supplement, and student health; specialty lines consists of travel, membership, and creditor products; and long term care insurance products for policyholders who require care due to a chronic illness or cognitive impairment. It also offers a range of savings and retirement products and services, including mutual funds, and fixed and variable annuities, savings accounts and investment contracts, segregated funds, guaranteed investment accounts, and single premium immediate annuities, as well as investment advice to individuals. In addition, the company offers employer solutions and pensions, such as retirement plans, pension plans, and pension-related products and services; investment products, including onshore and offshore bonds, and trusts; reinsurance products and solutions to life insurance and financial services companies; general insurance products comprising house, car, and fire insurance; and asset management products and services, including general account assets, unit-linked funds, and third party activities. AEGON N.V. markets its products through independent and career agents, financial planners, registered representatives, independent marketing organizations, banks, broker-dealers, benefit consulting firms, wirehouses, affinity groups, institutional partners, independent managing general agencies, and specialized financial advisors, as well as through online, direct, and worksite marketing. The company was founded in 1900 and is headquartered in The Hague, the Netherl ands.
Advisors' Opinion:- [By Will Ashworth]
Assuming it delivers on its outlook for 2014, its current free cash flow yield is a very enticing 20%. This isn�� a growth stock, but its brands still possess hidden value. As cheap stocks go, it�� very attractive.
Cheap Stocks to Buy: Aegon (AEG)It�� not often that you can buy a $19 billion market cap for under 10 bucks. Aegon�� a Dutch insurance company that�� had a rough ride over the past few years, and its stock�� suffered as a result. In the late ’90s AEG stock traded around $60 — it hasn�� been anywhere close since. However, it�� got some good assets that should bear fruit in the years to come. Aegon has 12,000 employees in the Americas doing business primarily under the Transamerica brand, which has been a part of AEG since 1999.
Best European Stocks To Buy For 2014: BP p.l.c.(BP)
BP p.l.c. provides fuel for transportation, energy for heat and light, retail services, and petrochemicals products. Its Exploration and Production segment engages in the oil and natural gas exploration, field development, and production; midstream transportation, and storage and processing; and marketing and trading of natural gas, including liquefied natural gas (LNG), and power and natural gas liquids (NGL). This segment has exploration and production activities in Angola, Azerbaijan, Canada, Egypt, Norway, Russia, Trinidad and Tobago, the United Kingdom, and the United States, as well as in Asia, Australasia, South America, North Africa, and the Middle East. This segment also owns and manages crude oil and natural gas pipelines; processing facilities and export terminals; and LNG processing and transportation, as well as NGL extraction facilities. BP p.l.c. has interests in the Trans-Alaska pipeline system, the Forties pipeline system, the Central Area transmission sys tem pipeline, the South Caucasus Pipeline, and Baku-Tbilisi-Ceyhan pipeline, as well as in LNG plants located in Trinidad, Indonesia, and Australia. The company?s Refining and Marketing segment involves in the supply and trading, refining, manufacturing, marketing, and transportation of crude oil, petroleum, and petrochemicals products and related services to wholesale and retail customers primarily under the BP, Castrol, ARCO, and Aral brands. Its Other Businesses and Corporate segment produces and markets rolled aluminum products, as well as generates energy through wind, solar, biofuels, hydrogen, and carbon capture and storage sources; and engages in shipping activities. The company was founded in 1889 and is headquartered in London, the United Kingdom.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, integrated oil giant BP (NYSE: BP ) has earned a respected four-star ranking.
- [By Selena Maranjian]
Other companies didn't do as well last year but could see their fortunes change in the coming years. BP (NYSE: BP ) was roughly flat and yields 5.2%. The price that BP will ultimately pay for the Deepwater Horizon debacle is finally clearer, with the company paying $4 billion in criminal penalties. But it's now in civil court, with its ultimate costs still unknown. The company's recently reported quarter featured profits down 19%, largely because of lower production due to asset sales, but it has been profiting handsomely from investments in Russia. Some see the stock as attractive now, with its performance expected to improve and its plans to buy back up to $8 billion worth of stock. It still carries significant debt, though.
- [By Matt Egan]
Shares of BP (BP) nudged over 2% higher after the oil and gas firm hiked its dividend. But Coach (COH) dropped 9% after the luxury handbag company reported weaker sales, even as it beat on profits. One trader said that Coach continues to face pressure from rivals Michael Kors (KORS) and Kate Spade (KATE).
Best European Stocks To Buy For 2014: British American Tobacco Industries p.l.c.(BTI)
British American Tobacco p.l.c., through its subsidiaries, engages in the manufacture, distribution, and sale of tobacco products. The company offers cigars, cigarettes, smokeless snus, roll-your-own, and pipe tobacco products under the Dunhill, Kent, Lucky Strike, Pall Mall, Vogue, Viceroy, Kool, Rothmans, Peter Stuyvesant, Benson & Hedges, and State Express 555 brand names. It has operations in the Asia-Pacific, the Americas, eastern and western Europe, Africa, and the Middle East. The company was founded in 1902 and is headquartered in London, the United Kingdom. British American Tobacco p.l.c. operates independently of Remgro Ltd. as of November 03, 2008.
Advisors' Opinion:- [By GuruFocus]
The decade low yield of tobacco stocks can be clearly seen from our new interactive charts, which are embedded below. The chart shows the dividend yield of three tobacco stocks: Reynolds American (RAI), Philip Morris International (PM) and British American Tobacco (BTI).
- [By Roland Head]
LONDON -- Tobacco giants�British American Tobacco� (LSE: BATS ) (NYSEMKT: BTI ) and�Imperial Tobacco Group� (LSE: IMT ) (NASDAQOTH: ITYBY ) sell more than 1 trillion cigarettes every year.
- [By Victor Selva]
Investors can have another option of investing in the tobacco sector with British American Tobacco PLC (BTI). Also selling tobacco products in 180 countries, the company holds leadership positions in around 50 of them. Brands like Dunhill, Kent, Pall Mall and Lucky Strike are well known and have been gaining share over the past several years.
- [By Ben Levisohn]
Given the size of a potential acquisition of Lorillard would be quite large, we question how a bid from [Reynolds American] would be financed. Therefore, we think a more likely deal could be a merger between [Lorillard] and�[Reynolds American] rather than an acquisition. Also, there has been speculation that British American Tobacco (BTI), which currently owns ~42% of�[Reynolds American's] stock, could take a majority stake in�[Reynolds American] after the standstill ends in July 2014. While we believe the most likely scenario is that [British American Tobacco] and�[Reynolds American] could reach a strategic partnership to market/sell e-cigs globally, we wouldn�� rule out�[British American Tobacco] taking a majority stake in [Reynolds American]. Furthermore, if this occurs,�[British American Tobacco] could help finance a potential acquisition of [Lorillard].
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