Top 10 Sliver Stocks To Watch For 2014

LONDON -- �These three shares stand to benefit from the following global trends:

Mobile computing
Consumers today are not settling for contactability via a mobile phone. They demand continued, mobile connectivity to a huge range of information services: email, social networking, shopping, and so on. Consumers want to use their mobile devices to place bets, set TV shows to record and access their bank accounts.

As consumers become increasingly dependent on mobile provision, services from a company such as�Vodafone� (LSE: VOD  ) (NASDAQ: VOD  ) become less discretionary. This is always good for a business' prices and margins.

Some concerns exist over Vodafone's current trading, particularly in southern Europe. However, analysts expect Vodafone to increase both earnings and dividends this year and next. This puts the shares on a 2015 P/E of 11.2, with a forecast yield of 5.6%.

Limited food supply
Global population growth is pushing up demand for food, which has led to price rises and increased efforts to raise crop yields.

Top 5 Consumer Service Stocks To Watch For 2015: Cencosud SA (CNCO)

Cencosud SA (Cencosud) is a Chile-based holding company primarily engaged in the retail sector. The Company�� activities include the management and operation of a network of supermarkets, home centers, department stores and shopping malls, which operate under such names as Jumbo, Disco & Vea, Santa Isabel, Easy, Paris, Blaisten and GBarbosa, among others. The Company�� business also comprises the provision of consumer financial services and insurance brokerage, as well as it operates family entertainment centers and a travel agency. Through its subsidiaries and affiliates, the Company has operations established in Argentina, Brazil, Chile, Colombia and Peru. As of December 31, 2010, the Company was a 25.74%-owned affiliate of Inversiones Quinchamali Limitada.

Advisors' Opinion:

• [By Will Ashworth]

  In terms of growth, Asia is where the company is achieving its greatest success. Operating joint ventures in China, India and Japan, Aegon’s gross deposits in new markets grew 31% in fiscal 2013 to $19.8 billion. Its underlying earnings before tax have grown 28% over the last two fiscal years, with fee-based earnings representing a much bigger part of its business than in the past. That�� a good thing, because fee-based earnings don�� have nearly the same bite if things go south than assets on your own balance sheet. Its operations outside of Europe are getting stronger, providing the diversification necessary to survive financial hiccups. As far as insurers go, AEG is one of the best cheap stocks worth owning.

  Cheap Stocks to Buy: Cencosud S.A. (CNCO)

  Cencosud is one of the largest retailers in Latin America. It operates grocery stores, home improvement stores and department stores in five countries including Chile, its home base. Its stock is down 51% over the past year for several reasons, including a deal falling through that would have seen it sell 51% of its credit card operations in Chile and Argentina to Itau Unibanco (ITUB) and using the proceeds to reduce its heavy debt load. Add to that a major devaluation of the peso in Argentina, where it generates a quarter of its overall revenue, and you have investors in a full-on panic.

Top 10 Sliver Stocks To Watch For 2014: Forbes Energy Services Ltd (FES)

Forbes Energy Services Ltd. (FES Ltd) is an independent oilfield services contractor that provides a range of well site services to oil and natural gas drilling and producing companies to help develop and enhance the production of oil and natural gas. These services include fluid hauling, fluid disposal, well maintenance, completion services, workovers and recompletions, plugging and abandonment, and tubing testing. FES Ltd operates in two segments: well servicing and fluid logistics and other. Its operations are concentrated in the onshore oil and natural gas producing regions of Texas, with additional locations in Mississippi, in Pennsylvania and, prior to the disposition of its Mexican assets in January 2012, which is discussed below, in Mexico. In January 2012, the Company sold its assets located in Mexico, as well as its equity interests in Forbes Energy Services Mexico Servicios de Personal, S. de R.L. de C.V. Advisors' Opinion:

• [By CRWE]

  Forbes Energy Services Ltd. (NASDAQ:FES), a leader in well servicing and fluid logistics management in the oilfield services industry, will participate in the GHS 100 Energy Conference being held June 25-26, 2012, at the Intercontinental Hotel in San Francisco.

Top 10 Sliver Stocks To Watch For 2014: Tim Participacoes SA (TIMP3)

TIM Participacoes SA (TIM) is a Brazil-based holding company engaged in the telecommunications segment. Through its wholly-owned subsidiaries, TIM Celular SA (TIM Celular) and Intelig Telecomunicacoes Ltda (Intelig), it provides telecommunication services throughout Brazil. TIM Celular and Intelig are active as Public Switched Telephony Network (PSTN) providers in the local and national and international long-distance modalities in all Brazilian states. Additionally, the Company provides multimedia communication services and personal mobile services, mobile data services and a third generation (3G) network, as well as international roaming agreements, multimedia messaging services, blackberry services and sale of related equipment. Advisors' Opinion:

• [By Inyoung Hwang]

  Telecom Italia climbed 5.2 percent to 64.2 euro cents, its highest price since May. The telecommunications operator would gain enough funds to improve its domestic business if it sells at least 4 billion euros ($5.4 billion) of shares or its stake in Tim Participacoes SA (TIMP3) in Brazil, according to Goldman Sachs.

• [By Jonathan Morgan]

  Telecom Italia SpA (TIT) jumped 6.2 percent to 65.6 euro cents. The phone company that was stripped of its investment-grade rating is seeking at least 9 billion euros for its controlling stake in Brazilian wireless carrier Tim Participacoes SA (TIMP3), according to a person with direct knowledge of the matter.

Top 10 Sliver Stocks To Watch For 2014: Allscripts Healthcare Solutions Inc.(MDRX)

Allscripts Healthcare Solutions, Inc. provides clinical, financial, connectivity, and information solutions and related professional services to hospitals, physicians, and post-acute organizations primarily in the United States and Canada. The company?s integrated clinical software applications include acute care electronic health records, clinical and practice management solutions, revenue cycle management software, clearinghouse services, stand-alone electronic prescribing, and document imaging solutions, as well as various solutions for home care, hospice, skilled nursing, and other post-acute organizations. It also provides electronic medical records software; practice management software; electronic claims administration services; related installation and training services; hosting services for its software and outsourced solutions; and information technology outsourcing services. In addition, the company also resells related hardware products. Allscripts Healthcare Solutions, Inc. is headquartered in Chicago, Illinois.

Advisors' Opinion:

• [By Keith Speights]

  As you might expect, large EHR systems vendors enthusiastically welcomed passage of HITECH. What company wouldn't enjoy having the government pay customers to buy its products and fine them if they didn't? Allscripts (NASDAQ: MDRX  ) reported total revenue of $548 million in the fiscal year ending in May 2009. At the end of 2012, the company's annual revenue topped $1.4 billion -- thanks in no small part to Uncle Sam.

• [By Keith Speights]

  GE Healthcare also claims one of the top spots in the world of electronic medical records. The Centers for Medicare and Medicaid Services, or CMS, reported recently that the company ranked in the No. 5 spot for Meaningful Use attestations needed for health care providers to receive federal incentives. Only two publicly traded companies placed higher than GE Healthcare -- Allscripts (NASDAQ: MDRX  ) and Quality Systems' (NASDAQ: QSII  ) NextGen Healthcare unit.

Top 10 Sliver Stocks To Watch For 2014: Time Warner Inc.(TWX)

Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.

Advisors' Opinion:

• [By Tim Beyers]

  Following the huge success of Batman: Arkham City, Time Warner's (NYSE: TWX  ) sequel, Batman: Arkham Origins, is due to arrive the week before Halloween. A new trailer previews the game, which looks stunning and perfectly reflective of the dark world of the The Dark Knight:

• [By Roger Conrad]

  They've again, outspent the next—AT&T has outspent numbers three through 15 in the US communications market, and that three through 15 includes companies like Comcast (CMCSA), Sprint (S), T-Mobile USA (TMUS), Time Warner (TWX), so some rather large companies that have been making a lot of noise in the press, but AT&T continues to outspend them, outspend pretty much everybody except for Verizon—they're pretty much neck and neck.

Top 10 Sliver Stocks To Watch For 2014: Ishares Trust United States Treasury (TIP)

iShares Lehman TIPS Bond Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the inflation-protected sector of the United States Treasury market as defined by the Lehman Brothers U.S. Treasury TIPS Index (the Index). The Index includes all publicly issued, the United States Treasury inflation-protected securities that have at least one-year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. In addition, the securities must be denominated in United States dollars and must be fixed-rate and non-convertible securities.

The Index is a market capitalization-weighted index. The Fund invests in a representative sample of the securities in the Index, which has a similar investment profile as the Index. The Fund�� investment advisor is Barclays Global Fund Advisor.

Advisors' Opinion:

• [By Dan Caplinger]

  But lately, prices of existing TIPS have plunged, and that has sent real yields back into positive territory. TIPS with a 10-year maturity yield about 0.5%, while 20-year TIPS pay almost 1% above inflation and 30-years are yielding about 1.25% in real terms. Similarly, the TIPS ETF iShares Barclays TIPS Bond (NYSEMKT: TIP  ) has lost about 7.5% of its share-price value since the beginning of May, but its average real yield to maturity has gotten back to the break-even point.

Top 10 Sliver Stocks To Watch For 2014: Scorpio Tankers Inc.(STNG)

Scorpio Tankers Inc. provides marine transportation of crude oil and refined petroleum products worldwide. As of April 26, 2011, it owned one LR2 tanker, four LR1 tankers, four Handymax tankers, and one post-Panamax tanker, as well as chartered one LR1 and four Handymax product tankers. The company was founded in 2009 and is based in Monaco, Monaco.

Advisors' Opinion:

• [By Seth Jayson]

  Scorpio Tankers (NYSE: STNG  ) reported earnings on April 29. Here are the numbers you need to know.

  The 10-second takeaway
  For the quarter ended March 31 (Q1), Scorpio Tankers missed estimates on revenues and beat expectations on earnings per share.