Thursday, May 28, 2015

Top 5 Asian Stocks For 2015

LONDON -- Stock index futures at 7 a.m. EDT indicate that the Dow Jones Industrial Average (DJINDICES: ^DJI  ) may open down by 0.76% this morning, while the S&P 500 (SNPINDEX: ^GSPC  ) may open 0.91% lower. CNN's Fear & Greed Index has slipped back to 39, or "fear," after rising into "neutral" territory for a brief period yesterday.

European markets slid lower this morning, echoing the overnight moves of Asian stock markets, which closed lower after the Bank of Japan failed to announce any additional monetary-stimulus measures. The BoJ's official statement said that "Japan's economy has been picking up," but investors were disappointed, and Japan's Nikkei 225 index closed down by 1.45% earlier today. At 7:45 a.m. EDT, the FTSE 100 and Germany's DAX were both down by 1.6%. In Germany today, a court case began to determine the legality of the European Central Bank's bond-buying program, which has yet to be used but whose existence is credited with helping to stabilize markets last year.

Top 5 Long Term Companies To Buy For 2016: iShares MSCI Germany ETF (EWG)

iShares MSCI Germany Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the German market, as measured by the MSCI Germany Index (the Index). The Index seeks to measure the performance of the German equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.

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 Tom Aspray]

    A few weeks ago, I focused on some of the euro countries' debt levels, as well as the improvement in some of their manufacturing data. Their stock markets have continued to rally sharply as the iShares MSCI France (EWQ) is up over 13% since early July and is doing just slightly better than Germany (EWG).

Top 5 Asian Stocks For 2015: Lehigh Gas Partners LP (LGP)

Lehigh Gas Partners LP, incorporated on December 2, 2011, is engaged in the wholesale distribution of motor fuels, consisting of gasoline and diesel fuel, and to own and lease real estate used in the retail distribution of motor fuels. It generates revenues from the wholesale distribution of motor fuels to gas stations, truck stops and toll road plazas, which it refers to as sites, and from real estate leases. It generates cash flows from the wholesale distribution of motor fuels by charging a per gallon margin. Its supply agreements with lessee dealers have three-year terms, and its supply agreements with independent dealers generally have 10-year terms. In May 2011, the Company acquired from Motiva Enterprises, LLC (Motiva) a total of 26 Shell Oil Company branded gas stations and convenience stores (Shell Locations) located in New Jersey and also acquired 56 wholesale fuel supply agreements. In September 2013, the Company announced that it has completed asset acquisition in the Knoxville, Tennessee region from Rocky Top Markets, LLC and Rocky Top Properties, LLC.

The Company generates cash flows from rental income by collecting rent from lessee dealers and Lehigh Gas-Ohio, LLC (LGO) pursuant to lease agreements. During the year ended December 31, 2011, it distributed approximately 561 million gallons of motor fuels to 570 sites. In addition, it has agreements requiring the operators of these sites to purchase motor fuels from it. As of December 31, 2011, it distributed motor fuels to the classes of businesses, including 185 independent dealers; 181 sites owned or leased by it and that will be operated by LGO following the closing of this offering; 134 sites owned or leased by it and operated by lessee dealers; and 70 sites distributed through six sub-wholesalers. In May 2012, the Company entered into a master lease agreement to lease 120 sites from an affiliate of Getty Realty Corp. Of the 120 sites, 74 are located in Massachusetts, 22 are located in New Hampshire, 15 are located in Pen! nsylvania and nine are located in Maine. The Company is focused on owning and leasing sites located in metropolitan and urban areas. It owns and leases sites located in Pennsylvania, New Jersey, Ohio, New York, Massachusetts, Kentucky, New Hampshire and Maine.

Wholesale Motor Fuel Distribution

The Company purchases branded and unbranded motor fuel from integrated oil companies, refiners and unbranded fuel suppliers. It distributes motor fuel to lessee dealers, independent dealers, LGO and sub-wholesalers. The Company is a distributor of brands of motor fuel, as well as unbranded motor fuel. During the year ended December 31, 2011, it distributed approximately 561 million gallons of motor fuel. It distributes motor fuel to lessee dealers and independent dealers under supply agreements. It provides credit terms to its lessee dealers and independent dealers, which are generally one to three days.

The Company distributes motor fuel to sub-wholesalers under supply agreements. Under its supply agreements, it agrees to supply a particular branded motor fuel or unbranded motor fuel to the sub-wholesaler. Motor fuels are sold to the sub-wholesalers at rack plus. It provides credit terms to its sub-wholesalers, which are one to three days. Branded motor fuels are purchased from integrated oil companies and refiners under supply agreements. During the year ended December 31, 2011, its wholesale business purchased approximately 46%, 23%, 22% and 5% of its motor fuel from ExxonMobil, BP Products North America, Inc. (BP), Shell Oil Company (Shell) and Valero respectively.

Real Estate

The Company owns or lease 315 sites located in Pennsylvania, New Jersey, Ohio, New York, Massachusetts and Kentucky. 186 of the sites it owns fee simple and 107 sites it leases from third-party landlords. Over 90% of its sites are located in metropolitan and urban areas. It derives its rental income from sites it owns or leases. It collects rent from the lessee dealers and! LGO purs! uant to lease agreements it has with the lessee dealers and LGO. All of its 186 owned sites are leased to lessee dealers or LGO. Its leases with the lessee dealers have three year terms. As of December 31, 2011, the average remaining lease term for owned sites it leases to lessee dealers was 1.8 years. As of December 31, 2011, it also leased 98 sites from third-parties and then sub-leased these sites to lessee dealers and LGO. As of December 31, 2011, the average remaining lease term for sites it leases from third-parties was 7.5 years. Its sub-leases with the lessee dealers have three-year terms. The average remaining sub-lease term for sites it sub-lease to lessee dealers is 4.2 years.

The rental income the Company earns from sites it owns or leases include rental income associated with the personal property located on these sites, such as motor fuel pumps. It sells sites, which it owns and then leases the sites back from the buyer. It refers to these transactions as sale-leasebacks. In these sale-leaseback transactions, it retains the environmental liabilities associated with the site. As of December 11, 2012, the Company leased 22 sale-leaseback sites. As of December 31, 2011, the average remaining lease term of these sale-leaseback sites was 17.5 years. It sub-leases its sale-leaseback sites to lessee dealers and LGO. Its sub-leases with the lessee dealers have three-year terms. As of December 31, 2011, the average remaining sub-lease term for sites it sub-lease to lessee dealers was 2.1 years. As of December 31, 2011, the Company owned 186 sites.

Advisors' Opinion:
  • [By Robert Rapier]

    Non-traditional MLPs like Susser and Lehigh Gas Partners (NYSE: LGP) have risks and opportunities that are different from the midstream mainstream. Such MLPs can provide some diversification from the midstream MLPs that make up the bulk of the space, with less commodity and execution risk than most upstream partnerships. On the other hand, they are unlikely to have the same potential upside and growth opportunities as most midstream names. I might consider Susser as part a broader portfolio of MLPs, but it wouldn’t be a core holding in my own portfolio.

  • [By Garrett Cook]

    Lehigh Gas Partners LP (NYSE: LGP) shares shot up 25.80 percent to $32.69 after CST Brands (NYSE: CST) announced its plans to acquire Lehigh Gas GP LLC, the general partner of Lehigh Gas Partners LP. Lehigh Gas Partners also reported its financial results for the second quarter.

  • [By Ali Berri]

    Lehigh Gas Partners LP (NYSE: LGP) shares shot up 24.13 percent to $32.25 after CST Brands (NYSE: CST) announced its plans to acquire Lehigh Gas GP LLC, the general partner of Lehigh Gas Partners LP. Lehigh Gas Partners also reported its financial results for the second quarter.

Top 5 Asian Stocks For 2015: Cerus Corporation(CERS)

Cerus Corporation, a biomedical products company, engages in the development and commercialization of the INTERCEPT Blood System. The company?s INTERCEPT system is designed to inactivate blood-borne pathogens in donated blood components intended for transfusion. It markets the INTERCEPT system for platelets and plasma primarily in Europe, the Russian Federation, and the Middle East. The company is also developing INTERCEPT Blood System for red blood cells or red blood cell system, which is designed to inactivate blood-borne pathogens in donated red blood cells for transfusion. Cerus Corporation has collaboration agreements with Baxter International, Inc.; and BioOne Corporation, as well as the United States Armed Forces. The company was founded in 1991 and is based in Concord, California.

Advisors' Opinion:
  • [By Seth Jayson]

    Cerus (Nasdaq: CERS  ) is expected to report Q1 earnings on April 30. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Cerus's revenues will expand 15.0% and EPS will remain in the red.

Top 5 Asian Stocks For 2015: Alexandria Real Estate Equities Inc. (ARE)

Alexandria Real Estate Equities, Inc., a real estate investment trust (REIT), engages in the ownership, operation, management, development, acquisition, and redevelopment of properties for the life sciences industry. Its properties consist of buildings containing scientific research and development laboratories, and other improvements. The company offers its properties for lease primarily to universities and independent not-for-profit institutions; and pharmaceutical, biotechnology, medical device, life science product, service, biodefense, and translational research entities, as well as governmental agencies. As of December 31, 2006, it had 159 properties, including 156 properties located in 9 states in the United States and 3 properties located in Canada. As a REIT, the company is not subject to federal income tax to the extent that it distributes 100% of its taxable income to its stockholders. The company was founded in 1993 and is based in Pasadena, California.

Advisors' Opinion:
  • [By Markus Aarnio]

    Owens Realty Mortgage's competitors include American Assets Trust (AAT), Alexandria Real Estate Equities (ARE) and Boston Properties (BXP). American Assets Trust has seen five insider buy transactions and four insider sell transactions this year. American Assets Trust has a dividend yield of 2.78%. Alexandria Real Estate Equities has seen 14 insider sell transactions this year. Alexandria Real Estate Equities has a dividend yield of 4.10%. Boston Properties has seen one insider buy transaction and four insider sell transactions this year. Boston Properties has a dividend yield of 2.43%.

  • [By Bill Stoller]

    After a banner 2013, the overall market has had a challenging start to 2014. However, these four companies have been crushing it: Alexander Real Estate (NYSE: ARE  ) , BioMed Realty Trust (NYSE: BMR  ) , CommonWealth REIT (NYSE: CWH  ) , and Sun Communities (NYSE: SUI  ) early on in 2014 vs. the S&P 500. Their relative out-performance can also be seen when compared to the Vanguard REIT Index ETF (NYSEMKT: VNQ  ) a good yardstick to measure sector performance.

  • [By Shauna O'Brien]

    Real estate investment trust Alexandria Real Estate Equities Inc (ARE) announced on Tuesday that its board has approved a 4.6% increase to its quarterly dividend.

    The firm has raised its dividend from 65 cents to 68 cents per share, or $2.72 annually. The dividend will be paid on October 15 to shareholders of record on September 30. The stock will go ex-dividend on September 26.

    Alexandria Real Estate Equities shares were mostly flat during pre-market trading Tuesday. The stock is down 9% YTD.

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