Tuesday, March 27, 2012

Great Stocks 2012

Since I was compiling the list above, I thought I’d share the highest paying stock on my watch list so you can see the difference between simply looking at yield versus other elements. The yield by itself can be an indicator to look further into an investment but by itself, it should not signal a purchase.
I have purposely excluded REITs from this list. The yields are usually high for many of them and I did not feel they belonged with the others. When there isn’t a score, it’s because the P/E is negative.

Great Stocks 2012:CalAmp Corp. (CAMP)

 CalAmp Corp. develops and markets wireless communications solutions that deliver data, voice, and video for critical networked communications and other applications in the United States. It operates in two segments, Wireless DataCom and Satellite. The Wireless DataCom segment provides wireless communications technologies, products, and services to the wireless networks and mobile resource management (MRM) markets for various applications. It also designs and builds multi-network wireless systems that permit first-responder fire, police, and emergency medical services personnel to access data and communicate remotely with colleagues, dispatchers, and back-office databases. In addition, this segment designs and provides applications involving various combinations of private and public networks, narrow-band and broad-band frequencies, licensed and unlicensed radio spectrum, and mobile and fixed-remote communications. Further, its MRM wireless solutions include global positioning system location, cellular data modems, and programmable events-based notification firmware as main components. This segment sells its products and services for utility, governmental, and enterprise customers through direct and indirect sales channels. The Satellite segment develops, manufactures, and sells direct broadcast satellite (DBS) outdoor consumer premise equipment for digital and high definition satellite television reception. Its DBS reception products include reflector dish antennae and outdoor electronics that receive, process, amplify, and switch satellite television signals for distribution over coaxial cable to multiple set-top boxes inside the home. These DBS reception products are installed at subscribers? premises to receive subscription television programming signals transmitted from orbiting satellites. CalAmp Corp. was founded in 1981 and is headquartered in Oxnard, California.

Great Stocks 2012:United Community Bancorp (UCBA)

 United Community Bancorp operates as the holding company for the United Community Bank that provides banking products and services to individuals and businesses in southeastern Indiana. It offers a range of deposit instruments, including noninterest-bearing demand accounts, such as checking accounts; interest-bearing accounts, consisting of NOW and money market accounts; regular savings accounts; and certificates of deposit, as well as municipal deposits. It also originates one- to four-family residential real estate, multi-family real estate, and nonresidential real estate and land loans, as well as construction and commercial loans. In addition, the company provides a range of consumer loans consisting of home equity loans and lines of credit, as well as loans secured by savings accounts or certificates of deposit (share loans); new farm and garden equipment, automobile, and recreational vehicle loans; and secured and unsecured personal loans. The company is headquartered in Lawrenceburg, Indiana. United Community Bancorp is a subsidiary of United Community MHC.

Great Stocks 2012:RF Industries Ltd. (RFIL)

 RF Industries, Ltd. provides interconnect products and systems for radio frequency (RF) communications devices and wireless digital transmission systems in the United States and internationally. Its Connector and Cable Assembly division designs, manufactures, and distributes coaxial connectors and cable assemblies that are integrated with coaxial connectors. The company?s Aviel Electronics division engages in the design, manufacture, and distribution of specialty and custom RF connectors primarily for aerospace and military customers. Its Oddcables.com division primarily sells coaxial, fiberoptic, and other connectors and cable assemblies on a retail basis to local multi-media and communications customers. The company?s Bioconnect division manufactures and distributes cabling and interconnect products to the medical monitoring market. Its Neulink division engages in the design, manufacture, and sale of RF data links and wireless modems for receiving and transmitting control signals for remote operation and monitoring of equipment, and personnel and monitoring services. The company?s RadioMobile division provides original equipment manufacturing services of end-to-end mobile management solutions implemented over wireless networks that supplement the operations of its Neulink division. RF Industries markets and distributes its products through warehousing distributors, original equipment manufacturers, hospital suppliers, dealers, distributors, directly or manufacturers representatives, system integrators, value added resellers, and dealers, as well as through the operation of an e-commerce Website, known as OddCables.com. The company was formerly known as Celltronics, Inc. and changed its name to RF Industries, Ltd. in November 1990. RF Industries, Ltd. was founded in 1979 and is headquartered in San Diego, California.

Great Stocks 2012:Thor Industries Inc. (THO)

 Thor Industries, Inc., together with its subsidiaries, manufactures and sells a range of recreation vehicles and small and mid-size buses, as well as related parts and accessories in the United States and Canada. The company offers a range of travel trailers and motorhomes under the trade name of Airstream, which include Airstream Safari, International, Flying Cloud, and Bambi travel trailers, as well as Interstate Class B motorhomes. It also manufactures and sells conventional travel trailers and fifth wheels under the trade names of Dutchmen, Four Winds, Aero, Grand Junction, Colorado, Cruiser, Seville, Zinger, and Sunset Trail; travel trailers and fifth wheels under trade names of Montana, Springdale, Hornet, Sprinter, Outback, Laredo, Everest, Mountaineer, Challenger, Cougar, Komfort, and Trailblazer; and gasoline and diesel Class C, Class A, and Class B motorhomes under the trade names of Four Winds, Hurricane, Windsport, Mandalay, Dutchmen, Chateau, Serrano, Ventura, and Fun Mover. In addition, it manufactures and sells gasoline and diesel Class A motor homes under the trade names of Daybreak, Challenger, Astoria, Tuscany, Outlaw, and Avanti; travel trailers, fifth wheels, truck campers, and park models under the trade name of General Coach; and park models under the trade names of Tranquility, Westchester, and Breckenridge. Further, the company manufactures small and mid-size transit and commercial buses under the trade names of Aerolite, AeroElite, Aerotech, Escort, MST, Transmark, EZ Rider, Axess, Challenger, Defender, Crusader, American Cruiser, Classic Coach, EZ Trans, GC II, and Pacer. It markets its vehicles through independent dealers to municipalities and private purchasers, such as rental car companies and hotels. The company has a joint venture agreement with Cruise America, Inc. to provide short-term rentals of motorized recreation vehicles to the public. Thor Industries was founded in 1980 and is based in Jackson Center, Ohio.

Great Stocks 2012:Vornado Realty Trust (VNO)

 Vornado Realty Trust is a privately owned real estate investment trust. The trust engages in investment, ownership, and management of commercial real estate. It invests in the real estate markets of United States. The trust primarily invests in office, industrial and retail properties. Vornado Realty Trust is based in New York, New York.

Great Stocks 2012:Terra Nova Royalty Corporation (TTT)

 Terra Nova Royalty Corporation operates as a mineral royalty company in Canada. It owns a royalty stream on the Wabush iron ore mine located in Labrador Newfoundland. The company was formerly known as KHD Humboldt Wedag International Ltd. and changed its name in March 2010 to Terra Nova Royalty Corporation as a result of spin off of KHD Humboldt Wedag International Ltd. Terra Nova Royalty Corporation is based in Vancouver, Canada.

Great Stocks 2012:Panera Bread Company (PNRA)

 Panera Bread Company, together with its subsidiaries, owns, operates, and franchises retail bakery-cafes in the United States and Canada. Its bakery-cafes offer fresh baked goods, sandwiches, soups, salads, custom roasted coffees, and other complementary products, as well as provide catering services. The company also manufactures and supplies dough and other products to company-owned and franchise-operated bakery-cafes. As of March 29, 2011, it owned and franchised 1,467 bakery-cafes under the Panera Bread, Saint Louis Bread Co., and Paradise Bakery & Cafe names. The company was founded in 1981 and is based in St. Louis, Missouri.
Advisors' Opinion:
  • By Sy_Harding At 2012-1-11
    Panera is a great growth story that continues to get better. Panera is thriving in the casual dining arena with fellow Chipotle Mexican Grill (CMG). Quick food that is good and good for you. The company is now moving i! nto citi es, which provides another strong revenue stream for the company and continues to build up their image. It has the potential for a lot more stores, and we believe the company is ready to move into new markets. We have a $170 PT on the company, and we see this stock as a growth story about to take off even further in 2012.
    Allocation: $2000
    Entry: $137.00
    Target: $150, $170
  • By Fabian At 2011-8-26
     Most of you have probably eaten at one of these franchise bakery-cafes. If not I highly recommend it, as for the company itself they are exceptional. Profit soared 50% in the first quarter, operating margins rose several percentage points, and Panera is sitting on $300+ million of cash. Right now it’s at a 30% discount to its peer averages and the stock is very cheap when valued against future earnings. Strong buy expect it to rise to $105.

Great Stocks 2012:Rentrak Corporation (RENT)

 Rentrak Corporation, an information management company, provides content measurement and analytical services to companies in the entertainment industry. The company delivers content performance data for various entertainment platforms and media technologies, including television, theatrical, home entertainment, mobile, and broadband video. It operates in two divisions, Home Entertainment, and Advanced Media and Information. The Home Entertainment division delivers home entertainment content products, such as DVDs and blue-ray discs; and offers related rental and sales information for the content to home video specialty stores and other retailers in the United States and Canada. It leases products from various suppliers, including motion picture studios; and retailers sublease and rent these products to consumers. This division also includes direct revenue sharing (DRS) services, which encompasses the collection, tracking, auditing, and reporting of transaction and revenue data generated by DRS retailers to its respective DRS clients. The AMI division offers Essentials Suite of business information services. This division?s Essentials Suite software and services provide data collection, management, analysis, and reporting functions. It also collects and process data from across 26 countries. This division has operations in California, New York, Florida, the United Kingdom, Australia, Germany, France, Mexico, Argentina, Spain, and Russia. The company was founded in 1977 and is headquartered in Portland, Oregon with additional offices in Los Angeles, New York City, Miami/Ft. Lauderdale, Argentina, Australia, France, Germany, Mexico, Spain, and the United Kingdom.
Advisors' Opinion:
  • By Smith At 2011-9-11
    Rentrak Corporation operates in two business divisions: Home Entertainment, and Advanced Media and Information (AMI). Its EPS forecast for the current year is 0.58 and next year is 1.11. According to consensus estimates! , its to pline is expected to grow 8.18% current year and 16.27% next year. It is trading at a forward P/E of 24.37. Out of six analysts covering the company, three are positive and have buy recommendations and three have hold ratings.