Apple traded stagnantly in the short term, but is up 25.6% over the last 12 months, while continuing to pay a dividend to shareholders. When I read over some Apple news last night and got myself caught up on the current events of the company, my perma-bullishness towards the company remained intact, as I found three other specific angles as to why it would be a good time to be an Apple shareholder right now.
Aside from continuing to be the most rock-solid company arguably in existence today, here's three niche reasons that I think Apple still remains a good fundamental buy.
1. Apple TV Will Handle Amazon Fire, Roku and Google (GOOG) Chrome
I'm predicting that Apple TV is going to handily take care of Amazon's new offering in the area. Already, comparisons are being made.
Mashable, which is awesome at doing these comps, was the first to put out an article yesterday comparing the different players ��you can read the entire article here.
So, while we can see that Amazon is certainly going to be a competitor, there isn't really much that sets it apart from the others, aside from its direct connection with Amazon users and those passionate about the Amazon brand.
Top 10 Performing Companies To Own For 2015: Pepsico Inc.(PEP)
PepsiCo, Inc. engages in the manufacture, marketing, and sale of foods, snacks, and carbonated and non-carbonated beverages worldwide. The company operates in four divisions: PepsiCo Americas Foods (PAF); PepsiCo Americas Beverages (PAB); PepsiCo Europe; and PepsiCo Asia, Middle East, and Africa (AMEA). The PAF division offers Lay?s and Ruffles potato chips, Doritos and Tostitos tortilla chips and dips, Cheetos cheese flavored snacks, Fritos corn chips, Quaker Chewy granola bars, and SunChips multigrain snacks in North America; Quaker oatmeal, Aunt Jemima mixes and syrups, Cap?n Crunch cereal, Quaker grits, and Life cereal, as well as Rice-A-Roni, Pasta Roni, and Near East side dishes in North America; and various snack foods under Doritos, Marias Gamesa, Cheetos, Ruffles, Emperador, Saladitas, Sabritas, and Lay?s brands in Latin America. The PAB division provides carbonated soft drinks, beverage concentrates, fountain syrups, and finished goods under Pepsi, Mountain Dew, Gatorade, 7UP, Tropicana Pure Premium, Electropura, Sierra Mist, Epura, and Mirinda brands; ready-to-drink tea, coffee, and water products through joint ventures with Unilever and Starbucks; and sells concentrate to authorized bottlers, and branded finished goods directly to independent distributors and retailers. This division also manufactures third-party brands, such as Dr Pepper, Crush, Rock Star, and Muscle Milk. The PepsiCo Europe division offers Frito Lay Snacks, Pepsi-Cola beverages, Gatorade sports drinks, Tropicana juices, and Quaker foods in Europe. The AMEA division provides snack food under the Lay?s, Kurkure, Chipsy, Doritos, Smith?s, Cheetos, Red Rock Deli, and Ruffles brands; Quaker-brand cereals and snacks; and beverage concentrates, fountain syrups, and finished goods under the Pepsi, Mirinda, 7UP, and Mountain Dew brands. PepsiCo, Inc. was founded in 1898 and is headquartered in Purchase, New York.
Advisors' Opinion:- [By Steve Symington]
Sure enough, shares of SodaStream briefly jumped more than 40% during premarket trading today after rumors surfaced�saying industry giant PepsiCo (NYSE: PEP ) was in talks to acquire the comparatively tiny at-home carbonation specialist.
- [By Rich Duprey]
Water, water everywhere
And therein lies the problem. Despite the marketing efforts of major bottled water sellers like Coke,�PepsiCo (NYSE: PEP ) �(which owns Aquafina), and Nestle, there's really not that much difference between what they're selling you in their plastic bottles and what comes out of your tap. Indeed, a few years ago, Pepsi was forced to acknowledge that its Aquafina brand is nothing more than tap water.�Nestle's Pure Life brand is also municipally sourced, as�is Dasani, which Coke admits is just "purified" tap water. That's a big difference from "source water," which comes from a spring.� - [By Shamus Funk]
There are some clear obstacles that will slow any massive GMO-free movement from occurring in the next year, but there are nonetheless other cereals produced by General Mills and its competitors like Kellogg� (NYSE: K ) and PepsiCo (NYSE: PEP ) , which make for strong candidates to undergo reformulations that enable the GMO-free label.
Hot Dividend Stocks To Watch For 2014: ProLogis(PLD)
Prologis Inc. is an independent equity real estate investment trust. It invests in the real estate markets across the globe. The firm engages in the ownership, development, management, and leasing of industrial distribution and retail properties. It was previously known as Security Capital Investment Trust. Prologis Inc. was formed in 1991 and is based in San Francisco, California with an additional office in Denver, Colorado.
Advisors' Opinion:- [By Dimitra DeFotis]
Among real estate trusts:
American Tower��(AMT),�the diversified �REIT, is the best performer in the index.�It was�up 4.6% after saying�Friday it will buy the parent of tower operator Global Tower Partners for $4.8 billion. HCP (HCP), a healthcare REIT, was�up 3.3%. Prologis (PLD) an industrial REIT, was�up 2.8%. Vornado Realty Trust (VNO) was�up 2.7%. Boston Properties (BXP), the office REIT, was�up 2.3%. Equity Residential (EQR), a residential REIT, was�up 2.4%. Ventas (VTR), a healthcare REIT, was�up 2%.
Hot Dividend Stocks To Watch For 2014: Johnson & Johnson(JNJ)
Johnson & Johnson engages in the research and development, manufacture, and sale of various products in the health care field worldwide. The company operates in three segments: Consumer, Pharmaceutical, and Medical Devices and Diagnostics. The Consumer segment provides products used in baby care, skin care, oral care, wound care, and women?s health care fields, as well as nutritional, over-the-counter pharmaceutical products, and wellness and prevention platforms under the brands of JOHNSON?S, AVEENO, CLEAN & CLEAR, JOHNSON?S Adult, NEUTROGENA, RoC, LUBRIDERM, DABAO, LISTERINE, REACH, BAND-AID, CAREFREE, STAYFREE, SPLENDA, TYLENOL, SUDAFED, ZYRTEC, MOTRIN IB, and PEPCID AC. The Pharmaceutical segment offers products in various therapeutic areas, such as anti-infective, antipsychotic, contraceptive, dermatology, gastrointestinal, hematology, immunology, neurology, oncology, pain management, and virology. Its principal products include REMICADE for the treatment of immune me diated inflammatory diseases; STELARA for the treatment of moderate to severe plaque psoriasis; SIMPONI, a treatment for adults with moderate to severe rheumatoid arthritis, psoriatic arthritis, and ankylosing spondylitis; VELCADE for the treatment of multiple myeloma; PREZISTA and INTELENCE for treating HIV/AIDS patients; NUCYNTA for moderate to severe acute pain; INVEGA SUSTENNAtm for the acute and maintenance treatment of schizophrenia in adults; RISPERDAL CONSTA for the management of bipolar I disorder and schizophrenia; and PROCRIT to stimulate red blood cell production. The Medical Devices and Diagnostics segment primarily offers circulatory disease management products; orthopaedic joint reconstruction, spinal care, and sports medicine products; surgical care, aesthetics, and women?s health products; blood glucose monitoring and insulin delivery products; professional diagnostic products; and disposable contact lenses. The company was founded in 1886 and is based in Ne w Brunswick, New Jersey.
Advisors' Opinion:- [By Brian Orelli]
Pfizer's blood thinner, Eliquis, was approved late last year. The drug, which Pfizer sells with Bristol-Myers Squibb (NYSE: BMY ) , has multibillion-dollar potential because the current offering, warfarin, is difficult to use. While doctors are clamoring for a replacement, drugmakers developed three. In addition to Eliquis, there's also Johnson & Johnson's (NYSE: JNJ ) Xarelto and Boehringer Ingelheim's Pradaxa. The blood thinner market is so large, I think there's plenty of room for all three.
- [By Dan Carroll]
There's no bigger name in health care than Johnson & Johnson (NYSE: JNJ ) , and the company's justified its fame through a history of strong, stable performance. J&J did it again in the second quarter, as the company's adjusted earnings managed to top Wall Street's expectations, even as revenue came in a little short.
- [By James Well]
Pfizer (PFE) is one of the biopharmaceutical companies hardest hit by drugs losing patent exclusivity. Other big pharmaceutical companies affected by loss of patent protection include Merck (MRK), Johnson & Johnson (JNJ), Novartis (NVS) and Sanofi (SNY). Apart from battling with the loss of revenue due to loss of marketing exclusivity of their drugs, these companies are also packing drug pipelines to offset imminent patent expirations.
- [By Steve Symington]
Of course, Biomet is a privately held company, but it's safe to say that trials like this should have other publicly traded companies like Stryker (NYSE: SYK ) , Zimmer (NYSE: ZMH ) , and Johnson & Johnson (NYSE: JNJ ) sweating bullets given their competing manually placed implants. It also doesn't help their case that Johnson & Johnson in March lost its first of 10,750 lawsuits over defective metal-on-metal hip implants, but you can bet MAKO can't wait to capitalize on the fallout with its own innovative offerings.
Hot Dividend Stocks To Watch For 2014: Amphenol Corporation(APH)
Amphenol Corporation engages in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors; interconnect systems; and coaxial and specialty cables worldwide. Its Interconnect Products and Assemblies segment produces connectors and connector assemblies primarily for the communications, aerospace, industrial, and automotive markets. This segment provides connector and cable assembly products used in communication applications; smart card acceptor and other interconnect devices used in mobile telephones; set top boxes to facilitate reading data from smart cards; fiber optic connectors used in fiber optic signal transmission; backplane and input/output connectors and assemblies used for servers and data storage devices and linking personal computers and peripheral equipment; sculptured flexible circuits used for integrating printed circuit boards; and hinge products used in mobile phone and other mobile communication devices. It also designs a nd produces radio frequency connector products and antennas used in telecommunications, computer and office equipment, instrumentation equipment, local area networks, and automotive electronics. The company?s Cable Products segment produces coaxial cable and connector products used in cable television systems, including full service cable television/telecommunication systems; radio frequency and fiber optic interconnect components for full service cable television/ telecommunication networks; and data cables and specialty cables used to connect internal components in systems with space and component configuration limitations. Amphenol Corporation markets its products directly, as well as through manufacturers? representatives and distributors to original equipment manufacturers, contract manufacturers, cable system operators, and telecommunication companies. The company was founded in 1932 and is headquartered in Wallingford, Connecticut.
Advisors' Opinion:- [By Ben Levisohn]
Competitor AVX Corp. (AVX) has gained 1.1% to $12.96, while Molex (MOLX) has dropped 0.2% to $29.28 and Amphenol (APH) has ticked up 0.3% to $76.32.
- [By Sally Jones] % over 12 months, Amphenol Corporation has a market cap of $12.88 billion and is traded at a P/E of 21.70. The dividend yield is 0.60%.
The current share price is around $80.94.
Incorporated in 1987, Amphenol Corporation designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and specialty cable. The markets for the global company's products are communication systems for the converging technologies of voice, video and data communications and a wide range of industrial applications including factory automation and motion control systems, medical and industrial instrumentation, and commercial aerospace and military applications, and many more.
Guru Action: As of June 30, 2013, Columbia Wanger reduced its position by 0.69%, selling 29,000 shares at an average price of $76.60, gaining 7.5%.
Columbia Wanger is the top guru stakeholder with 4,184,650 shares or 2.63% of shares outstanding.
Over a phenomenal five-year trading history, the firm averaged a gain of 215% on 828,250 shares bought at an average price of $25.71 per share. Columbia Wanger also gained 56% selling 1,608,300 shares at an average price of $51.91 per share.
Check out the very active insider selling and seven gurus holding APH.
Track share pricing, revenue and net income:
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Hot Dividend Stocks To Watch For 2014: ConAgra Foods Inc.(CAG)
ConAgra Foods, Inc. operates as a food company primarily in North America. It operates in two segments, Consumer Foods and Commercial Foods. The Consumer Foods segment provides branded, private label, and customized food products, which are sold in various retail and foodservice channels. It offers products in various categories, such as meals, entrees, condiments, sides, snacks, and desserts in frozen, refrigerated, and shelf-stable temperature classes. This segment?s principal brands include Alexia, ACT II, Banquet, Blue Bonnet, Chef Boyardee, DAVID, Egg Beaters, Healthy Choice, Hebrew National, Hunt?s, Marie Callender?s, Orville Redenbacher?s, PAM, Peter Pan, Reddi-wip, Slim Jim, Snack Pack, Swiss Miss, Van Camp?s, and Wesson. The Commercial Foods segment provides commercially branded foods and ingredients that are sold to foodservice, food manufacturing, and industrial customers. Its primary products consist of specialty potato products, milled grain ingredients, a ran ge of vegetable products, seasonings, blends, and flavors. This segment sells products under brands, such as ConAgra Mills, Lamb Weston, and Spicetec Flavors & Seasonings. The company was founded in 1919 and is headquartered in Omaha, Nebraska.
Advisors' Opinion:- [By Rich Smith]
A few weeks back, I made the argument for why General Mills (NYSE: GIS ) stock offers investors a pretty compelling bargain -- based on the stock's valuation, and relative to a couple of its larger rivals. Whether you value the stock on its GAAP earnings, its actual free cash flow ("cash profit"), or even on the size of its dividend yield, General Mills stock is cheaper, and pays you better, than do the stocks of either Kellogg (NYSE: K ) or ConAgra Foods (NYSE: CAG ) .
- [By Rich Duprey]
Post's results were also affected by higher interest expenses as a result of last year's spinoff from Ralcorp, which ended up getting acquired by ConAgra (NYSE: CAG ) earlier this year. It carries a load of debt due to breaking away from its former parent, and last October the cereal maker issued $250 million in senior notes, sending interest expense this quarter up to $21.6 million, up 43% from the $15.1 million expense recorded a year ago.
- [By Ben Levisohn]
Get ready for rotten food stocks today. Dean Foods (DF) has fallen 11% to $13.50 after it met earnings expectations but said the first quarter of 2014 would be “difficult.” Annie’s (BNNY), meanwhile, has dropped 8.7% to $38.19 after it missed earnings forecasts and offered a disappointing 2014 outlook. ConAgra Foods (CAG) has declined 5.5% to $29.35, after it too cut its full year guidance.
- [By Lee Samaha]
It's been a pretty dismal summer for investors in ConAgra Foods (NYSE: CAG ) , with the stock currently down 18% from its high at the start of August. Essentially, the market got a little bit too excited by the company's purchase of private-label food manufacturer Ralcorp.
Hot Dividend Stocks To Watch For 2014: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [By Alyssa Oursler]
If you’re looking to dig up a solid dividend, look no further than oil and gas giant Chevron (CVX). The Dependable Dividend stock has been paying a dividend for an jaw-dropping 101 years, and has increased that payout by over 185% in the past decade alone.
- [By Douglas A. McIntyre]
The calculus of oil prices is only part of what is factored into big oil stocks. Exxon may have a disadvantage against Chevron Corp. (NYSE: CVX) and BP PLC (NYSE: BP) in terms of exploration prospects and access to the biggest booming market — shale. Investors who want to look out five years or more, already may have gambled on possible winners. Shares in each of the other oil giants have bested the S&P during the past month.
- [By MONEYMORNING]
Next, my (narrowly defined extractable) reserve multiples approach supports an observation I have made several times in Oil & Energy Investor. Super large companies, such as Exxon Mobil Corp. (NYSE: XOM), BP plc (NYSE: BP), Chevron Corp. (NYSE: CVX), and the like, may make a lot of money. But they do not end up with the best figures using those multiples.
- [By Matt Thalman]
ExxonMobil (NYSE: XOM ) reports on Thursday, while fellow energy stock Chevron (NYSE: CVX ) pulls in on Friday. For Exxon, the Street wants to see EPS of $1.90 on revenue of $105.54 billion. A year ago, Exxon posted EPS of $1.80 and sales of $127.36 billion. Earnings are thus set to rise, and that's what really matters. The EPS estimate of $1.90 is an average of 21 analysts' opinions, with the high end at $2.05 per share and the low end coming in at $1.63. The expected 17.1% year-over-year revenue drop for Q2 isn't a great sign, and it could pose a big problem if Exxon misses expectations. �
Hot Dividend Stocks To Watch For 2014: Merck & Company Inc.(MRK)
Merck & Co., Inc. provides various health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. The company?s Pharmaceutical segment provides human health pharmaceutical products, such as therapeutic and preventive agents for the treatment of human disorders in the areas of bone, respiratory, immunology, dermatology, cardiovascular, diabetes and obesity, infectious diseases, neurosciences and ophthalmology, oncology, vaccines, and women's health and endocrine. This segment also offers human health vaccines, such as preventive pediatric, adolescent, and adult vaccines. Its Animal Health segment discovers, develops, manufactures, and markets animal health products. This segment offers antibiotics, anti-inflammatory products, vaccines, products for the treatment of fertility disorders, and parasiticides for cattle, swine, horses, poultry, dogs, cats, salmons, and fish. The Consumer Care segment develops, manufac tures, and markets over-the-counter, foot care, and sun care products. Its over-the-counter product line includes non-drowsy antihistamines; treatment for occasional constipation; decongestant-free cold/flu medicine for people with high blood pressure; nasal decongestant spray; and treatment for frequent heartburn. This segment?s foot care products comprise topical antifungal, and foot and sneaker odor/wetness products; and sun care products include sun care lotions, sprays and dry oils; and sunburn relief products. The company serves drug wholesalers and retailers, hospitals, government agencies, physicians, physician distributors, veterinarians, animal producers, and managed health care providers, as well as food chain and mass merchandiser outlets in the United States and Canada. Merck & Co., Inc. was founded in 1891 and is headquartered in Whitehouse Station, New Jersey.
Advisors' Opinion:- [By Dan Carroll]
On a bright note for the Dow, shares of Merck (NYSE: MRK ) have traded higher today, advancing 0.9% so far. The company has offered up its HPV vaccine Gardasil at a 95% discount�to impoverished nations, part of a deal with the GAVI Alliance partnership to boost immunization rates in developing populations. Merck's done well with Gardasil commercially as well, however; the vaccine�has been one of the company's best-sellers even as the firm struggles with patent expirations of other blockbuster drugs. Last year, Gardasil posted more than $1.6 billion in sales, a year-over-year gain of more than 34%.
- [By John Kell]
Among the companies with shares expected to actively trade in Wednesday’s session are Aramark Holdings Corp.(ARMK), C.H. Robinson Worldwide Inc.(CHRW) and Merck(MRK) & Co.
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