Tuesday, October 28, 2014

Top 5 Asian Stocks To Watch Right Now

Sometimes it�� easy to miss significant news when central bankers drone on about the economy. To be sure, the media carefully dissects official statements on monetary policy, parsing each sentence for subtle changes from previous announcements.

But lengthier remarks, such as speeches and testimonies, include numerous observations about the economy, not all of which lend themselves to glib headlines.

Indeed, as Sydney Morning Herald contributing editor Michael Pascoe recently observed, most of the news regarding Reserve Bank of Australia (RBA) Governor Glenn Stevens��speech before the Econometric Society Australasian Meeting and the Australian Conference of Economists in early July focused on his remarks about jawboning. In fact, we covered that aspect ourselves.

But as Pascoe notes, Stevens��speech also contained a kernel of good news about the economy that went largely unnoticed amid all the commentaries about the exchange rate: Australia�� labor productivity is rising.

Top Long Term Stocks To Own Right Now: Akzo Nobel NV (AKZOY)

Akzo Nobel N.V. (AkzoNobel) is a global paints and coatings company and a producer of specialty chemicals. The Company operates in three segments: Decorative Paints, Performance Coatings and Specialty Chemicals. During the year ended December 31, 2009, the Company two distributors in Continental Europe. During 2009, it also acquired SABA, Kronospan and Dow Powder Coatings assets. During 2009, it also divested Chemcraft Brazil and the non-stick businesses. In January 2009, the Company completed the acquisition of LII Europe. In June 2010, the Company completed the acquisition of the Dow Chemical company's powder coatings activities. In June 2010, the Company announced the sale of its National Starch business to Corn Products International. In June 2010, the Company announced the sale of its National Starch business to Corn Products International. In September 2010, the Company acquired Changzhou Prime Automotive Paint Co. In October 2010, Corn Products International, Inc. acquired National Starch, the specialty starches business of the Company.

Decorative Paints

The Decorative Paints segment supplies a range of interior and exterior decoration and protection products for both the professional and do-it-yourself markets. Its products include paints, lacquers and varnishes, as well as products for surface preparation (pre-deco products). Its architectural coatings include interior and exterior wall paints and trim paints (lacquers) for consumers and professionals. The wood care and specialty products include lacquers and varnishes for wood protection and decoration, and specialty coatings for metal, concrete and other critical building materials. Its pre-deco products include fillers, wall treatments, sealants and putties for consumers and professionals. Its building adhesives include tile and floor adhesives and floor leveling compounds used in the building and renovation industry; supplied for professional workers, such as tile, floor and parquet, layers, interior decorators ! and painters, and direct to medium-sized enterprises, wholesalers, specialized retailers.

Performance Coatings

The Company�� Performance Coatings segment serves a range of customers, including ship and yacht builders and architects, consumer electronics and appliance companies, steel manufacturers, the construction industry, furniture makers, aircraft, bus and truck producers, body shops and can makers. The Company offers metal and plastic coatings for a range of applications from huge industrial equipment to the mobile phones and music players, computers, espresso machines and sporting goods. It also offers corrosion and fire protection across a range of industries, including upstream and downstream oil and gas facilities, chemical and petrochemical installations, high value infrastructure, such as airports and stadia and power generation stations. The Company provides coatings for small and large aircraft. It also offers coatings for marine vessels, including commercial tankers, ferries and leisure craft, and act as a salt water barrier and to minimize the build-up of organic material.

Specialty Chemicals

The Company�� Specialty Chemicals products are used in a range of everyday products, such as ice cream, soups, disinfectants, plastics, soaps, detergents, cosmetics, paper and asphalt. Its Industrial Chemicals business mines salt through vacuum extraction. It�� used as a raw material for its own activities, as well as being an end product found in grocery stores under brand names, such as Jozo and Nezo. The Company offers products, such as chlorine (Industrial Chemicals) or chlorate (Pulp and Paper Chemicals). Its major products include cellulosic additives, chelates, additives, ethylene amines, salt specialties and sulfur derivatives.

Advisors' Opinion:
  • [By Victor Selva]

    The company has a current ratio of 17.8% which is higher than the industry mean of 6.55%. Also, it's higher than the one registered by Akzo Nobel NV (AKZOY), Cabot Corporation (CBT) and Olin Corporation (OLN). For investors looking for a higher ROE, PPG Industries Inc. (PPG) could be the option.

  • [By Rich Duprey]

    In a move designed to strengthen the performance of its German decorative paints business,�Netherlands-based paint giant AkzoNobel (NASDAQOTH: AKZOY  ) announced today that it is divesting to independent distributors that country's�paints stores for professionals.

  • [By Lawrence Meyers]

    VAL stock trades at about 18�timesFY14 estimates of $4.08. Even accounting for the 1.4% yield, it�� a tad bit pricey at 14% long-term EPS growth. But let�� look at competitors. PPG Industries (PPG) trades at 21�times�earnings on 11% long-term growth. Sherwin-Williams (SHW) trades at 24x earnings on 14.6% long-term growth. Akzo Nobel (AKZOY) trades at 16 times earnings on 11% growth.

Top 5 Asian Stocks To Watch Right Now: American Financial Group Inc (AFG)

American Financial Group, Inc. (AFG), incorporated on July 1, 1997, is a holding company, which through subsidiaries, is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses and in the sale of traditional fixed and fixed-indexed annuities in the individual, bank and education markets. The Company�� segment includes: property and casualty insurance, annuity, run-off long-term care and life and other. In August 2012, the Company sold its Medicare supplement and critical illness businesses.

Property and Casualty Insurance

AFG�� specialty property and casualty insurance operations consist of approximately 30 niche insurance businesses offering a range of commercial coverages. Under the property and transportation segment, inland and ocean marine provides coverage primarily for builders' risk, contractors' equipment, property, motor truck cargo, marine cargo, boat dealers, marina operators/dealers and excursion vessels. The agriculture-related business provides federally reinsured multi-peril crop (allied lines) insurance covering perils, as well as crop-hail, equine mortality and other coverages for operating farms/ranches and agribusiness operations on a nationwide basis. The commercial automobile business provides coverage for vehicles (such as buses and trucks) in a range of businesses, including the moving and storage and transportation industries, and a specialized physical damage product for the trucking industry.

Under the specialty casualty segment, executive and professional liability business markets coverage for directors and officers of businesses and non-profit organizations, errors and omissions, and provides non-United States medical malpractice insurance. The umbrella and excess liability business provides higher layer liability coverage in excess of primary layers. The excess and surplus business provides liability, umbrella and excess coverage for risks, using rates and forms that ge! nerally do not have to be approved by state insurance regulators. The general liability business provides coverage for contractor-related businesses, energy development and production risks, and environmental liability risks. The targeted programs includes coverage (primarily liability and property) for social service agencies, leisure, entertainment and non-profit organizations, customized solutions for other targeted markets and alternative risk programs using agency captives. The Workers��Compensation provides coverage for prescribed benefits payable to employees who are injured on the job.

Under the specialty financial segment, fidelity and surety provides fidelity and crime coverage for government, mercantile and financial institutions and surety coverage for various types of contractors and public and private corporations. Lease and loan services provides coverage for insurance risk management programs for lending and leasing institutions, including equipment leasing and collateral and mortgage protection.

Annuity Operations

AFG�� annuity operations is engaged primarily in the sale of fixed and fixed-indexed annuities in the individual, bank and education markets through independent producers and also sell annuities through direct relationships with banks. Annuities are long-term retirement saving instruments that benefit from income accruing on a tax-deferred basis. The issuer of the annuity collects premiums, credits interest or earnings on the policy and pays out a benefit upon death, surrender or annuitization. Single premium annuities are generally issued in exchange for a one-time lump-sum premium payment. Certain annuities, primarily in the education market, have premium payments that are flexible in both amount and timing as determined by the policyholder and are generally made through payroll deductions.

A fixed-indexed annuity provides policyholders with the opportunity to receive a crediting rate tied, in part, to the performanc! e of an e! xisting market index (generally the S&P 500) while protecting against the related downside risk through a guarantee of principal (excluding surrender charges, market value adjustments, and certain benefit charges). AFG purchases call options designed to substantially offset the effect of the index participation in the liabilities associated with fixed-indexed annuities.

Run-off long-term care and life

The majority of AFG�� investment in its run-off long-term care and life operations (including 100% of its long-term care business) is in the following subsidiaries: United Teacher Associates Insurance Company, Continental General Insurance Company and Manhattan National Life Insurance Company. United Teacher Associates Insurance Company�� products include Long-term care, life and annuities. Continental General Insurance Company�� products include Long-term care, life and annuities.

Other Operations

Through subsidiaries, AFG is engaged in a range of other operations, including commercial real estate operations in Cincinnati (office buildings and The Cincinnatian Hotel), New Orleans (Le Pavillon Hotel), Whitefield, New Hampshire (Mountain View Grand Resort), Chesapeake Bay (Skipjack Cove Yachting Resort and Bay Bridge Marina), Charleston (Charleston Harbor Resort and Marina), Palm Beach (Sailfish Marina and Resort), Florida City, Florida (retail commercial development) and apartments in Louisville and Pittsburgh.

Advisors' Opinion:
  • [By Ben Levisohn]

    For the past several years, Berkshire has contrasted its own cost-free float provided by profitable underwriting against the industry�� (unimpressive) tendency to lose money on underwriting while generating net returns from investment income. So far, so good. Less edifying, though, is the repeated contrast of Berkshire�� track record of profitability to State Farm��…even though, as a mutual company, State Farm�� profitability goals are inherently different from for-profit insurers like Berkshire. It�� true that through year-end 2013, Berkshire�� underwriters have ��ow operated at an underwriting profit for eleven consecutive years,��but so have ACE (ACE), American Financial (AFG),� AmTrust Financial (AFSI), Arch Capital (ACGL), Chubb (CB), HCC (HCC), Progressive (PGR), RLI (RLI), and W.R. Berkley (WRB), any or all of whom provide a more meaningful comparison than contrasting Berkshire�� results to a company that�� not out to produce a profit in the first place.

Top 5 Asian Stocks To Watch Right Now: Shiloh Industries Inc.(SHLO)

Shiloh Industries, Inc., together with its subsidiaries, manufactures and sells first operation blanks, engineered welded blanks, stampings, and modular assemblies for the automotive, heavy truck, and other industrial markets. The company offers blanks for use in structural and exterior steel components, such as support brackets, frame sides, fenders, hoods and doors; and stampings primarily for use as components in mufflers, seat frames, structural rails, window lifts, heat shields, vehicle brakes, and other structural body components. It builds modular assemblies, including components in the structural and powertrain systems of vehicles. The company also designs, engineers, and sells precision tools and dies, and welding and assembly equipment to original equipment manufacturers, automotive suppliers, and other industrial customers. In addition, it offers a range of intermediate steel processing services, such as oiling, leveling, cutting-to-length, multi-blanking, slitt ing, edge trimming of hot and cold-rolled steel coils, and inventory control services for automotive and steel industry customers. The company supplies its products to automotive manufacturers and automotive suppliers, as well as to manufacturers in the lawn and garden, and heavy duty truck and trailer industries. Shiloh Industries was founded in 1950 and is based in Valley City, Ohio. Shiloh Industries, Inc. is a subsidiary of MTD Holdings Inc.

Advisors' Opinion:
  • [By Monica Gerson]

    Shiloh Industries (NASDAQ: SHLO) is projected to report its Q3 earnings.

    Quiksilver (NYSE: ZQK) is expected to post its Q3 earnings at $0.03 per share on revenue of $440.64 million.

Top 5 Asian Stocks To Watch Right Now: T-Mobile US Inc (TMUS)

T-Mobile US, Inc., formerly MetroPCS Communications, Inc., incorporated on March 10, 2004, is a wireless telecommunications carrier, which offers wireless broadband mobile services primarily in metropolitan areas in the United States, including the Atlanta, Boston, Dallas/Fort Worth, Detroit, Las Vegas, Los Angeles, Miami, New York, Orlando/Jacksonville, Philadelphia, Sacramento, San Francisco and Tampa/Sarasota metropolitan areas. Its flagship brands include T-Mobile and MetroPCS. As of December 31, 2012, it held licenses for wireless spectrum suitable for wireless broadband mobile services covering a total population of 144 million people in and around many of the metropolitan areas in the United States. It provides its services using code division multiple accesses (CDMA) networks using 1xRTT technology and evolution data optimized (EVDO) and fourth generation long term evolution (4G LTE).

The Company has roaming agreements with other wireless broadband mobile carriers that allow them to offer its customers service in many areas when they are outside its service area. These roaming agreements, together with the area it serve with its own networks, allows its customers to receive service in an area covering over 280 million in total population under the Metro USA brand. The Company sells products and services to customers through its Company-owned retail stores, as well as indirectly through relationships with independent retailers and third party dealers. Its service allows its customers to place unlimited local calls from within its local service area and to receive unlimited calls from any area while in its service area, for a flat-rate monthly service fee. For additional usage fees, it also provide certain other value-added services. All of these plans require payment in advance for one month of service. If no payment is made in advance for month of service, service is suspended at the end of the month that was paid for by the customer and, if the customer does not pay within 30 day! s, the customer is terminated. It believes its service plans differentiate them from the more complex plans and long-term contract requirements of traditional wireless carriers.

The Company voice services allow customers to place voice calls to, and receive calls from, any telephone in the world, including local, domestic long distance, and international calls. Its voice services also allow customers to receive and make calls while they are located in areas served by its networks and in those geographic areas served by the networks of certain other wireless broadband mobile carriers with whom it has roaming arrangements. The Company�� data services include text messaging services (domestic and international); multimedia messaging services; mobile Internet access; mobile instant messaging; location-based services; social networking services; push e-mail; multimedia streaming and downloads; and services provided, depending on the network and locale, through the Binary Runtime Environment for Wireless, or BREW, Blackberry, Windows, and the Android platforms, such as ringtones, ring back tones, games, content, and applications.

The Company�� Custom calling features offers custom calling features, including caller ID, call waiting, three-way calling and voicemail. Its Advanced handsets sells a variety of feature phones, and increasingly, smartphones, predominately manufactured by nationally recognized manufacturers for use on its network, including models that have cameras, include HTML browsers, play music, play streaming audio, display streaming video and downloaded video, and have other features facilitating digital data. It sells a variety of handsets using vendor or handset specific operating systems, such as BREW, Blackberry, Windows, and the Android operating system.

The Company provides its wireless broadband mobile services using paired personal communications services (PCS), spectrum and advanced wireless services, or AWS, spectrum. In addition, it holds a! license ! for 12 MHz of paired 700 MHz Lower Band A spectrum in the Boston-Worcester, MA/NH/RI/VT basic economic area (BEA), which, unless it receives a waiver from the Federal Communications Commission (FCC), of the four year construction requirements, it plans to construct in the first half of 2013. In each of its metropolitan areas where irt provides service. As of December 31, 2012, it holds between 10 mega hertz (MHz) and 60 MHz of paired spectrum and on average it has approximately 22 MHz of paired spectrum in the metropolitan areas it serves. In the aggregate, as of December 31, 2012, it offers wireless broadband mobile services using its own network.

The Company operates 1xRTT CDMA networks in all of the metropolitan areas it serves and it has upgraded its networks to 4G LTE in all of metropolitan areas. It also has deployed EVDO at selected high use sites in its CDMA network to increase network data capacity to meet the growing data needs of iy customers. Its network includes a mobile switching center (for CDMA), enhanced packet core (for 4G LTE), and IP core. These serve several purposes, including routing traffic, managing call handoffs, and managing access to the public switched telephone network (for CDMA) or the Internet (CDMA and 4G LTE). These network elements also provide access to voicemail and other value-added services, base stations (for CDMA) or eNodeBs (for 4G LTE), cell sites or distributed antenna system (DAS), nodes, and backhaul facilities, which carry traffic to and from its cell sites and its switching or enhanced packet core facilities, consisting of a combination of dedicated circuits, cable, fiber, and microwave facilities.

Its cell sites in the network are co-located, meaning its equipment is located on leased facilities that are owned by third parties who retain the right to lease the locations to additional carriers and in many cases other wireless broadband mobile service providers already have facilities at such locations. The switching centers and na! tional op! erations center provide around-the-clock monitoring of its network. Its switches connect to the public switched telephone network through fiber rings leased from third-parties, which transmit originating and terminating traffic between its equipment and local exchange and long distance carriers. It also has negotiated interconnection agreements with relevant local exchange carriers, or LECs, in its service areas. It uses third-party providers for domestic and international long distance services, international SMS interconnection with the public switched network and other carriers, roaming services, and the majority of its backhaul services.

The Company competes with AT&T, Verizon Wireless, Sprint Nextel, T-Mobile USA , Deutsche Telekom, Clearwire, Dish Network , Time Warner Cable, Comcast, Cox Communications, Cricket Communications, Leap Wireless International and Google.

Advisors' Opinion:
  • [By Charles Santerre]

    As far as carrier support is concerned, it is increasing, at least in the US, as Verizon (VZ) added the Lumia 928 to its portfolio after having sales success with the 822. T-Mobile (TMUS) has also added the Lumia 925, after selling out numerous times with the 521. The International Business Times has proclaimed that a Windows Phone will appear on Sprint in early 2014, without confirmation on the choice of manufacture, although it predicts it will be from HTC.

  • [By Dan Radovsky]

    T-Mobile US (NYSE: TMUS  ) has agreed to purchase 10 MHz of Advanced Wireless Services spectrum from U.S. Cellular (NYSE: USM  ) for $308 million, T-Mobile announced today.

  • [By WWW.DAILYFINANCE.COM]

    At midnight Pacific time, when everyone who wanted to be first to preorder their iPhone 6 or iPhone 6 Plus hit the Apple (AAPL) Store website, they found the door closed. And hours after that, the site was still down, according to the technology website cnet.com. Others sites set to take orders for the latest offering from Apple, T-Mobile (TMUS) and Sprint (S) also had problems dealing with the flood of consumers who want the newest technology as soon as it's available. Those who place preorders through Apple are offered either free shipping or pickup at an Apple retail store. For those who don't want to play the online game, Apple stores are scheduled to begin selling the iPhone 6 at its physical stores at 8 a.m. Sept. 19. Complaints Expressed on Social Media Those trying to get the new phones took to social media to complain that even when they got on an order site that they found certain models and colors unavailable. It was something of an embarrassment for a technology company that was well aware of how many consumers clamor for its devices when they are first released. After the initial feverish burst of interest died down, Apple appeared to get things under control. At about 3 a.m. Pacific time, users reported the site was working and taking orders for all types of phones. Still, some noted that specific colors, like gold, apparently were in such demand that orders are showing delivery dates several weeks out. For in-stock units, buyers can expect to get them on Sept. 19. The iPhone 6 Plus appears to be the most popular offering, with some mobile carriers not offering delivery until mid-October. Apple has had a history of huge demand for its new devices when they're released and has not always been able to keep up with it. With the 2012 release of iPhone 5, Apple couldn't supply enough devices to avoid a sellout on launch day. This time, though, the company has said it has ordered far more devices be built to avoid disappointing those who want to be

  • [By Doug Ehrman and Alison Southwick]

    Much of the attention surrounding the end of smartphone subsidies has been focused on the impact on wireless carriers. T-Mobile (NYSE: TMUS  ) is in the process of rolling out new plans, and there are rumors that Verizon (NYSE: VZ  ) will probably end subsidies soon as well; if so, AT&T (NYSE: T  ) will certainly be close behind. But how will smartphone makers such as Apple (NASDAQ: AAPL  ) be affected?

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