Top 10 Stocks To Own For 2019

tags:CAGR,MTH,NSP,MSFT,AMBA,MXWL,HTS,IIM,HCI,GEO,

As a long-term shareholder in ConocoPhillips (NYSE:COP), I wanted to compare them will a leading domestic shale producer - EOG Resources (NYSE:EOG). As you surely are aware, COP had been one of the "Big 3" international integrated oil companies prior to the spin-off of Phillips 66 (NYSE:PSX), a move that unleashed tremendous shareholder value. But now COP is an upstream only company and the comparison to EOG is relevant and - at least to me - informative and interesting.

The following chart compares some relevant valuation metrics of the two companies:

EOG COP EOG vs. COP - Relative Metrics Share Price $103.40 $51.82 Market Cap. $59.6 Billion $64.2 Billion Debt $7 Billion $28.7 Billion Cash $1.1 Billion $4.3 Billion Net Debt $5.9 Billion $24.4 Billion Net Debt To Cap 33% 44% Net Debt/share $10.77/share $19.60/share Enterprise Value $66.6 Billion $92.9 Production 555,200 boe/d 1,577,000 boe/d % Production Crude & Condensate 51% 49%* Dividend (Yield) $0.67 (0.6%) $1.00 (1.9%) Proved Reserves 2.1 Billion boe 8.2 Billion boe Proved Reserves/share 3.8 boe/share 6.6 boe/share Click to enlarge

Source: Yahoo finance, Q3 EPS reports (EOG, COP), Latest Reserves Report (EOG, COP). *Crude+Bitumen

Top 10 Stocks To Own For 2019: California Grapes International, Inc. (CAGR)

Advisors' Opinion:

• [By SEEKINGALPHA.COM]

  It is hard to fully wrap your hands around the potential market opportunity that Accenture will have in the years ahead but I believe that the opportunities are almost endless (dramatic, I know). For example, consider these forecasts that Forbes detailed in its "2017 Roundup Of Internet Of Things Forecast" report:

  According to Bain, "B2B IoT segments will generate more than $300B annually by 2020, including about $85B in the industrial sector". According to PwC, "$6T will be spent on IoT solutions between 2015 and 2020". According to Accenture, "Industrial Internet Of Things could add $14.2T to the economy by 2020". According to Statista, "The global Internet of Things (IoT) market is projected to grow from $2.99T in 2014 to $8.9T in 2020, attaining a 19.92% Compound Annual Growth Rate (OTCPK:CAGR). Industrial manufacturing is predicted to increase from $472B in 2014 to $890B in global IoT spending. Healthcare and life sciences are projected to increase from $520B in 2014 to $1.335T in 2020, attaining a 17% CAGR".

  The forecasts compiled by Forbes are all over the place but one thing is consistent, that is, the growth potential for IoT (and the sub-industries) is real. Connected things are expected to experience significant growth and I believe that it is hard to deny that digital will play a key role in the future growth of the global economy.

Top 10 Stocks To Own For 2019: Meritage Corporation(MTH)

Advisors' Opinion:

• [By Logan Wallace]

  Connor Clark & Lunn Investment Management Ltd. bought a new position in Meritage Homes Corp (NYSE:MTH) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 14,100 shares of the construction company’s stock, valued at approximately $620,000.

• [By Shane Hupp]

  Meritage Homes Corp (NYSE:MTH) has been given an average rating of “Hold” by the thirteen ratings firms that are covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, six have issued a hold recommendation and six have assigned a buy recommendation to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $51.78.

• [By Max Byerly]

  An issue of Meritage Homes Corp (NYSE:MTH) bonds fell 0.8% against their face value during trading on Friday. The high-yield issue of debt has a 6% coupon and is set to mature on June 1, 2025. The bonds in the issue are now trading at $101.00 and were trading at $101.25 last week. Price moves in a company’s bonds in credit markets sometimes anticipate parallel moves in its share price.

• [By Stephan Byrd]

  Get a free copy of the Zacks research report on Meritage Homes (MTH)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Paul Ausick]

  Reichardt also suggests four builders that have the edge in that market: D.R. Horton Inc. (NYSE: DHI). LGI Homes Inc. (NASDAQ: LGIH), NVR Inc. (NYSE: NVR) and Meritage Homes Corp. (NYSE: MTH). Below is a quick summary of each, along with a look at three larger (by market cap) builders: Lennar Corp. (NYSE: LEN), Toll Brothers Inc. (NYSE: TOL) and PulteGroup Inc. (NYSE: PHM).

• [By Jason Hall]

  Hall: Right, yeah. And, a lot of these areas, there's actually an interesting thing. One of the companies we're going to talk about, Meritage Homes (NYSE:MTH), on their latest earnings call and in their latest release, it's not just first-time buyers, it's not just millennials. That's a huge secular trend, millennials moving into the home-buying market. It's the largest segment of the population. They're going to be driving housing sales for the next 20 years, potentially. But Meritage Homes also said that they're seeing a lot of demand in their entry-level communities from retiring baby boomers who are downsizing. So, it's creating dual demand from two opposite ends of the age demographic.

Top 10 Stocks To Own For 2019: Insperity, Inc.(NSP)

Advisors' Opinion:

• [By Shane Hupp]

  Get a free copy of the Zacks research report on Insperity (NSP)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Shane Hupp]

  Get a free copy of the Zacks research report on Insperity (NSP)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Joseph Griffin]

  Get a free copy of the Zacks research report on Insperity (NSP)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Shane Hupp]

  KBC Group NV lowered its holdings in Insperity Inc (NYSE:NSP) by 92.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,064 shares of the business services provider’s stock after selling 13,154 shares during the period. KBC Group NV’s holdings in Insperity were worth $101,000 at the end of the most recent reporting period.

• [By Stephan Byrd]

  Wells Fargo & Company MN trimmed its holdings in shares of Insperity Inc (NYSE:NSP) by 17.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 176,365 shares of the business services provider’s stock after selling 37,265 shares during the period. Wells Fargo & Company MN owned about 0.42% of Insperity worth $12,266,000 at the end of the most recent reporting period.

Top 10 Stocks To Own For 2019: Microsoft Corporation(MSFT)

Advisors' Opinion:

• [By ]

  The most creditworthy borrowers such as Microsoft (Nasdaq: MSFT) are given gold-plated 'AAA' ratings. These companies have pristine balance sheets, ample cash and liquidity, and "extremely strong capacity" to meet financial commitments. They once numbered in the hundreds, but only a few remain today. Companies that just miss this threshold are assigned 'AA' status.

• [By ]

  When you're operating at peak performance, it's easy to get complacent. Winning gets taken for granted. What it took to operate at one's peak will fall on the wayside. Let this be a lesson to you, average investor, as you head into earnings season. There will be countless companies that announce great results - Action Alerts PLUS holding Microsoft (MSFT) and Netflix (NFLX) come to mind. While you want to see how these companies won their quarter, it's equally important to see they have plans in place to keep the winning ways intact. Are executives unleashing new innovation? Are they overcoming sector challenges? Are they betting on themselves with savings from corporate tax reform? These are key questions to ask after hopping off earnings calls. Winning companies are valued at premiums to the market, hence it's important to hold executives at these companies to even higher standards. If not, winning turns to losing real quickly in this dynamic global market. 

• [By Paul Ausick]

  Microsoft Corp. (NASDAQ: MSFT) traded up 1.52% at $101.28 in a 52-week range of $68.70 to $102.69. Volume was about half the daily average of around 26.6 million shares. The company had no specific news.

• [By ]

  In addition, Corvex Management's Keith Meister reported owning new significant stakes in Intercontinental Exchange Inc. ( (ICE) ), Microsoft Corp.  (MSFT) , Monsanto Co. (MON) , Qualcomm Inc. (QCOM) , Salesforce.com Inc. (CRM) and Servicenow Inc. (NOW)

• [By Paul Ausick]

  The second-best performer among the Dow Jones industrials so far this year is Microsoft Corp. (NASDAQ: MSFT), which is up 15.28%. That is followed by Visa Inc. (NYSE: V), up 18.3%, UnitedHealthGroup Inc. (NYSE: UNH), up 13.7%, and Boeing Co. (NYSE: BA), up 13.5%. Of the 30 Dow stocks, only 11 have managed to post a gain to date in 2018.

• [By ]

  Microsoft Corporation (Nasdaq: MSFT) is no longer reliant on Windows and Office as it once was but has built an $886 billion conglomerate in cloud, social media, and consumer electronics. The company has a firm hold on the #2 position in cloud services and uses this to maintain its leadership in productivity even as the company shifts to the cloud.

Top 10 Stocks To Own For 2019: Ambarella, Inc.(AMBA)

Advisors' Opinion:

• [By Demitrios Kalogeropoulos]

  The week ahead includes a few highly anticipated quarterly reports that could move stocks for Palo Alto Networks (NYSE:PANW), Ambarella (NASDAQ:AMBA), and Vail Resorts (NYSE:MTN). Below we'll preview these upcoming announcements.

• [By Chris Neiger]

  Ambarella's (NASDAQ:AMBA) stock has has plummeted about 36% since the beginning of this year, according to data provided by S&P Global Market Intelligence. The company's share price slide started when one of its main semiconductor customers reported weak sales, and the drop continued later in the year after the company issued disappointing guidance for its fiscal second quarter.

• [By Harsh Chauhan]

  Investors' enthusiasm for Ambarella (NASDAQ:AMBA) came crashing down after the video-processing-chip specialist's fiscal first-quarter performance didn't do much to dispel fears that it was finding it difficult to grow despite operating in verticals that promise a lot of opportunities.

• [By Demitrios Kalogeropoulos]

  Fourth-quarter earnings season isn't over yet, and there are highly anticipated reports on the way from Ambarella (NASDAQ:AMBA), Costco (NASDAQ:COST), and National Beverage (NASDAQ:FIZZ). Here's a look at what investors can expect to see from these companies over the next few trading days.

• [By Nicholas Rossolillo]

  It seems that anything these days with the words "autonomous driving" attached to it carries some level of controversy. Video chipmaker Ambarella (NASDAQ:AMBA) is no exception. But the thing is, the company isn't really in that industry -- at least not yet. Shares were hammered after the company reported on its first quarter, which ended April 30, because of further declines in its action camera (read GoPro) and drones business. So developing new chips for the future of transportation can't come soon enough for Ambarella.

Top 10 Stocks To Own For 2019: Maxwell Technologies, Inc.(MXWL)

Advisors' Opinion:

• [By Logan Wallace]

  Shares of Maxwell Technologies Inc. (NASDAQ:MXWL) have earned an average recommendation of “Buy” from the eight ratings firms that are presently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, two have given a hold rating and five have assigned a buy rating to the company. The average 1 year target price among brokers that have issued ratings on the stock in the last year is $7.25.

• [By Logan Wallace]

  News articles about Maxwell Technologies (NASDAQ:MXWL) have been trending somewhat positive recently, according to Accern Sentiment. Accern rates the sentiment of media coverage by monitoring more than 20 million blog and news sources in real time. Accern ranks coverage of publicly-traded companies on a scale of negative one to positive one, with scores closest to one being the most favorable. Maxwell Technologies earned a media sentiment score of 0.07 on Accern’s scale. Accern also gave press coverage about the electronics maker an impact score of 46.3845155482228 out of 100, indicating that recent media coverage is somewhat unlikely to have an effect on the stock’s share price in the next few days.

• [By Logan Wallace]

  Here are some of the news stories that may have impacted Accern’s rankings:

  Get Maxwell Technologies alerts: Maxwell Technologies prices public offering (seekingalpha.com) Maxwell Technologies (MXWL) Commences 6M Share Public Offering of Common Stock (streetinsider.com) Maxwell Announces Pricing of Upsized Public Offering of Common Stock (finance.yahoo.com) Maxwell Technologies -14.9% on Q2 misses, downside guidance (seekingalpha.com) Maxwell (MXWL) Q2 Loss Wider Than Expected, Revenues Miss (finance.yahoo.com)

  Several research analysts have commented on the company. Cowen reaffirmed a “buy” rating and set a $7.00 target price on shares of Maxwell Technologies in a report on Tuesday, August 7th. Oppenheimer cut their target price on Maxwell Technologies from $7.00 to $6.00 and set an “outperform” rating on the stock in a report on Tuesday, August 7th. Canaccord Genuity assumed coverage on Maxwell Technologies in a report on Friday, August 3rd. They set a “hold” rating and a $5.00 target price on the stock. ValuEngine downgraded Maxwell Technologies from a “buy” rating to a “hold” rating in a report on Saturday, July 28th. Finally, Zacks Investment Research lowered Maxwell Technologies from a “hold” rating to a “sell” rating in a research report on Tuesday, April 24th. One research analyst has rated the stock with a sell rating, two have given a hold rating and four have issued a buy rating to the company. The company has an average rating of “Hold” and an average price target of $6.10.

• [By Stephan Byrd]

  Get a free copy of the Zacks research report on Maxwell Technologies (MXWL)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

Top 10 Stocks To Own For 2019: Hatteras Financial Corp(HTS)

Advisors' Opinion:

• [By Joseph Griffin]

  Media headlines about Hatteras Financial (NYSE:HTS) have trended positive on Wednesday, according to Accern Sentiment. Accern rates the sentiment of news coverage by reviewing more than twenty million blog and news sources. Accern ranks coverage of public companies on a scale of negative one to positive one, with scores nearest to one being the most favorable. Hatteras Financial earned a news sentiment score of 0.26 on Accern’s scale. Accern also gave headlines about the real estate investment trust an impact score of 45.8883073191268 out of 100, meaning that recent news coverage is somewhat unlikely to have an effect on the stock’s share price in the next several days.

• [By Ethan Ryder]

  News articles about Hatteras Financial (NYSE:HTS) have trended positive on Sunday, Accern reports. The research firm identifies positive and negative media coverage by reviewing more than twenty million news and blog sources in real time. Accern ranks coverage of public companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Hatteras Financial earned a media sentiment score of 0.31 on Accern’s scale. Accern also gave news headlines about the real estate investment trust an impact score of 46.6332645118122 out of 100, meaning that recent media coverage is somewhat unlikely to have an impact on the stock’s share price in the next several days.

Top 10 Stocks To Own For 2019: Invesco Value Municipal Income Trust(IIM)

Advisors' Opinion:

• [By Logan Wallace]

  6 Meridian bought a new position in Invesco Value Municipal Income Trust (NYSE:IIM) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 62,491 shares of the investment management company’s stock, valued at approximately $883,000. 6 Meridian owned about 0.13% of Invesco Value Municipal Income Trust at the end of the most recent quarter.

Top 10 Stocks To Own For 2019: HCI Group, Inc.(HCI)

Advisors' Opinion:

• [By Jon C. Ogg]

  HCI Group Inc. (NYSE: HCI), which primarily focuses on the property and casualty insurance business in Florida, was last seen down 1.4% at $40.17. Its 52-week range is $28.70 to $44.25.

• [By Stephan Byrd]

  HCI Group (NYSE:HCI) and National General (NASDAQ:NGHC) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations and profitability.

• [By Motley Fool Transcribers]

  HCI Group Inc  (NYSE:HCI)Q4 2018 Earnings Conference CallMarch 07, 2019, 4:45 p.m. ET

  Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:

  Operator

Top 10 Stocks To Own For 2019: Geo Group Inc (GEO)

Advisors' Opinion:

• [By Shane Hupp]

  Get a free copy of the Zacks research report on The GEO Group (GEO)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

• [By Leo Sun, Jamal Carnette, CFA, and Nicholas Rossolillo]

  AT&T's (NYSE:T) massive moat, its high forward yield of 6.2%, and its status as a Dividend Aristocrat make it a favorite income investment for many investors. It might seem tough to find a stable company that pays a higher yield than AT&T, but three stocks fit that description: GEO Group (NYSE:GEO), Brookfield Renewable Energy Partners (NYSE:BEP), and CenturyLink (NYSE:CTL).

• [By Max Byerly]

  Geodrill (TSE:GEO) – Investment analysts at Clarus Securities dropped their FY2018 earnings per share estimates for Geodrill in a research report issued to clients and investors on Monday, May 7th. Clarus Securities analyst N. Sangmuah now forecasts that the company will earn $0.18 per share for the year, down from their prior forecast of $0.26.

• [By Shane Hupp]

  Several hedge funds have recently added to or reduced their stakes in GEO. Capital Growth Management LP purchased a new stake in shares of The GEO Group during the 3rd quarter valued at approximately $38,998,000. American Century Companies Inc. raised its position in shares of The GEO Group by 335.6% during the 4th quarter. American Century Companies Inc. now owns 1,422,625 shares of the real estate investment trust’s stock valued at $28,026,000 after buying an additional 1,096,034 shares during the period. Oregon Public Employees Retirement Fund raised its position in shares of The GEO Group by 1,851.2% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 949,816 shares of the real estate investment trust’s stock valued at $48,000 after buying an additional 901,137 shares during the period. JPMorgan Chase & Co. raised its position in shares of The GEO Group by 24.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,710,553 shares of the real estate investment trust’s stock valued at $93,358,000 after buying an additional 735,209 shares during the period. Finally, WINTON GROUP Ltd raised its position in shares of The GEO Group by 1,204.0% during the 4th quarter. WINTON GROUP Ltd now owns 610,019 shares of the real estate investment trust’s stock valued at $12,017,000 after buying an additional 563,239 shares during the period. 89.35% of the stock is currently owned by hedge funds and other institutional investors.

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