In recent weeks, we’ve noted that Australia has three factors in place that should help spur an eventual rebound in its economy: historically low interest rates, a weakening exchange rate, and a new, more business friendly government that’s likely to rescind both the carbon tax and the Minerals Resource Rent Tax (MRRT). However, the situation with the Australian dollar has now become more complex, while stronger-than-expected inflation data could cause the Reserve Bank of Australia (RBA) to stand pat on short-term rates.
Until earlier this year, the Australian dollar had enjoyed unusual strength relative to other developed-world currencies, thanks in part to the perception that it’s backed by a resource-based economy. Unfortunately, a strong Aussie made the country’s exports less competitive in global markets, while raising consumer demand for imports at the expense of domestic manufacturers.
Top 10 Quality Companies To Buy Right Now: Coinstar Inc.(CSTR)
Coinstar, Inc., through its subsidiaries, provides automated retail solutions primarily in the United States, Canada, Puerto Rico, Ireland, and the United Kingdom. The company owns and operates self-service Redbox kiosks that enable consumers to rent or purchase movies and video games; and self-service coin-counting kiosks where consumers can convert their coin to cash, a gift card, or an E-certificate. It also engages in identifying, evaluating, building, and developing new self-service concepts in the automated retail space, which includes coffee, refurbished electronics, and photo self-service concepts. As of December 31, 2011, the company had 35,400 Redbox kiosks in 29,300 locations and 20,200 coin-counting kiosks in 19,900 locations primarily in supermarkets, drug stores, mass merchants, financial institutions, convenience stores, and restaurants. Coinstar, Inc. was founded in 1991 and is headquartered in Bellevue, Washington.
Advisors' Opinion:- [By Canadian Value]
Position % of Fund Assets 1) First American Financial Corp. (FAF) 7.0% 2) Apple, Inc. (AAPL) 6.5% 3) Coinstar, Inc. (CSTR) 4.8% 4) EMC Corp. (EMC) 4.4% 5) Coach, Inc. (COH) 4.4% 6) Kohl's Corp. (KSS) 4.1% 7) Blucora, Inc. (BCOR) 4.0% 8) Tetra Tech, Inc. (TTEK) 3.1% 9) OM Group, Inc. (OMG) 3.0% 10) American International Group, Inc. (AIG) 2.8% TOTAL 44.1% One area that we believe still offers some value in the market is in high quality, large��ap technology stocks that may be momentarily out��f��avor as they transition from rapid growth to slower growth. In particular, we become interested when that transition is also accompanied by a change in capital allocation policies designed to return more cash to shareholders in the form of dividends and share repurchases. We believe that Apple and EMC are two of the absolute highest quality technology businesses in the world and both have recently announced very material, shareholder��friendly changes to how they will allocate capital.
Hot Consumer Companies To Invest In Right Now: Coca-Cola Bottling Co. Consolidated(COKE)
Coca-Cola Bottling Co. Consolidated, together with its subsidiaries, engages in the production, marketing, and distribution of nonalcoholic beverages, primarily products of The Coca-Cola Company. The company offers sparkling beverages, such as energy drinks; and still beverages, including bottled water, tea, ready-to-drink coffee, enhanced water, juices, and sports drinks. It holds cola beverage agreements and allied beverage agreements, under which it produces, distributes, and markets sparkling beverage products of The Coca-Cola Company in certain regions. The company also distributes and markets still beverages of The Coca-Cola Company, such as POWERade, vitaminwater, and Minute Maid Juices To Go, as well as produces, distributes, and markets Dasani water products under still beverage agreements. In addition, it holds agreements to produce and market Dr Pepper. Further, the company distributes and markets various other products, including Monster energy productsand Sund rop, as well as its own products, such as Country Breeze tea, diet Country Breeze tea, and Tum-E Yummies, a vitamin C enhanced flavored drink, Bean & Body, and Simmer and Bazza energy tea. Additionally, it produces beverages for other Coca-Cola bottlers; and provides restaurants and other immediate consumption outlets with fountain products. The company sells and distributes its products directly to retail stores and other outlets, including food markets, institutional accounts, and vending machine outlets. It operates in North Carolina, South Carolina, south Alabama, South Georgia, middle Tennessee, western Virginia, and West Virginia. The company was founded in 1902 and is based in Charlotte, North Carolina.
Advisors' Opinion:- [By Jesse Solomon]
Other bellwethers scheduled to report earnings this week include Coca-Cola (COKE), Johnson & Johnson (JNJ, Fortune 500), and General Electric (GE, Fortune 500).
Hot Consumer Companies To Invest In Right Now: Spectrum Brands Holdings Inc.(SPB)
Spectrum Brands Holdings, Inc., together with its subsidiaries, operates as a consumer products company worldwide. It offers consumer batteries, including alkaline and zinc carbon batteries, rechargeable batteries and chargers, and hearing aid batteries and other specialty batteries; pet supplies, such as aquatic equipment and supplies, dog and cat treats, small animal foods, clean up and training aids, health and grooming products, and beddings; and home and garden control products comprising household insect controls, insect repellents, and herbicides. The company also provides electric shaving and grooming devices; small appliances, including small kitchen appliances and home product appliances; electric personal care and styling devices; and portable lighting. Its sells its products through various trade channels, including retailers, wholesalers and distributors, hearing aid professionals, industrial distributors, and original equipment manufacturers primarily under t he Rayovac, Remington, Varta, George Foreman, Black & Decker, Toastmaster, Farberware, Tetra, Marineland, Nature?s Miracle, Dingo, 8-in-1, Littermaid, Spectracide, Cutter, Repel, Hot Shot, Black Flag, and TAT brands. The company was headquartered in Madison, Wisconsin. As of January 7, 2011, Spectrum Brands Holdings, Inc. operates as a subsidiary of Harbinger Group Inc.
Advisors' Opinion:- [By Marc Bastow]
Consumer products manufacturer Spectrum Brands (SPB) raised its quarterly dividend 20% to 30 cents per share, payable on Mar. 18 to shareholders of record as of Feb. 19.
SPB Dividend Yield: 1.58%
Hot Consumer Companies To Invest In Right Now: PureSafe Water Systems Inc (PSWS)
PureSafe Water Systems, Inc., incorporated on March 9, 1987, is engaged in the design and development of its technology to be used in the manufacture and sale of water purification systems both in and outside the United States. The Company�� PureSafe First Response Water System (PureSafe FRWS) is self-contained and purifies most types of contaminated fresh or service water, including seawater that may be found at a first response emergency site. This system is mobile, by helicopter or transported by truck.
The PureSafe FRWS utilizes its technology which consists of water extraction boom that extracts water from the ocean, streams, ponds, pools of floodwater or a failed municipal distribution system. The extracted water is then treated by the application of advanced water treatment technologies which employ multiple stage filtration, multiple stage sanitation (including ozone, chlorine and ultraviolet purification techniques), reverse osmosis membranes, mineralization and final polishing to meet the standard drinking water requirements of the United States Environmental Protection Agency (the EPA). Its 2nd prototype (FRWS unit) unit can produce EPA compliant drinking from contaminated fresh or surface water at the rate of 30,000 gallons per day, to provide drinking water to 45,000 people. The unit has a built in generator and water bagging capability at the rate of 30,000 and a half liters bags of water per day
The Company competes with GE, Siemens, Severn Trent, Ecospheres Technology, Lenntech, Testa/Viwa, Lifekeeper, Mobile MaxPure, Bi Pure Water, Rodi, Global Water Group, Nirosoft, LifeStream, and Aquapura Tempest.
Advisors' Opinion:- [By John Udovich]
Small cap Sodastream International Ltd (NASDAQ: SODA), an Israeli based developer, manufacturer and marketer of�home beverage carbonation systems, has attracted its share of hype over both its products and its stock, but could other small cap water stocks like Primo Water Corporation (NASDAQ: PRMW), Puresafe Water Systems Inc (OTCMKTS: PSWS) and Alkaline Water Company Inc (OTCBB: WTER) attract a similar following? After all, Sodastream International has managed to create a significant amount of buzz from consumers, investors and even short sellers because it�� the�world's largest manufacturer, distributor and marketer of home carbonation systems as its�brands are sold in over 60,000 retail stores in 45 countries. Sodastream International is also up 45.7% since the start of the year, up 70.2% over the past year and up 99.3% since November 2010, but shares did spike up to the $75 level in the middle of 2011 and now trade at the $63 level.
Hot Consumer Companies To Invest In Right Now: Bell AG (BELL)
Bell AG is a Switzerland-based company that is primarily engaged in the production and distribution of meat. The Company has seven product groups. The Fresh Meat product group is involved in the supply of self-service meat products for the retail trade and products for the restaurant trade, as well as Vaudois specialties. The Charcuterie (own and purchased) product groups offer ready-cooked products, both under the Bell brand and under a number of customers' own brands. The Poultry product group offers various poultry products, as well as specialty meats, such as rabbit, game, ostrich and kangaroo. The Convenience product group offers ready-cooked seasonal convenience products, such as domestic and imported fish. Within the Seafood product group, the Company offers fresh and frozen seafood. Bell AG�� brands include Abraham, Zimbo and Polette, among others. The Company operates subsidiaries in Switzerland, Germany, France, Spain, Belgium, Hungary and other countries. Advisors' Opinion:- [By Tannor Pilatzke]
Investment ideas are scarce and hard to come by at times. People constantly ask me about companies they work for (Bell) or businesses they purchase a lot of product from (P&G or Coca-Cola), and what I think about the prospects/valuation. When it is not the blue chips in the limelight it certainly is the Netflix��,Tesla's, 3-D printing, and other companies I would classify as speculative. It is not that I am a Grinch, but I do not like giving out investment ideas. Rather, I attempt to give lessons. As Maimonides said, ��ive a man a fish, feed him for a day; teach a man to fish and feed him for a lifetime.��/p>
Hot Consumer Companies To Invest In Right Now: Peet's Coffee & Tea Inc.(PEET)
Peet?s Coffee & Tea, Inc. operates as a specialty coffee roaster and marketer of fresh roasted whole bean coffee and tea in the United States. It offers whole bean coffee and related products consisting of products for home brewing, tea, and packaged foods; and beverages and pastries. The company also provides brewing equipment for coffee and tea; paper filters and brewing accessories; and branded and non-branded cups, saucers, travel mugs, and serve ware. Peet?s sells its products through various channels of distribution, including grocery stores; home delivery, office, restaurant, and foodservice accounts; and company-owned and operated stores. As of January 2, 2011, it operated 192 retail stores in California, Colorado, Illinois, Oregon, Massachusetts, and Washington. The company was founded in 1966 and is headquartered in Emeryville, California.
Advisors' Opinion:- [By Chris Hill]
In 2012, the Germany-based�Benckiser Group�spent $1.3B to buy Peet's Coffee & Tea, as well as Caribou Coffee. On Friday, Benckiser announced that it's buying European coffee maker Master Blenders for�around�$10 billion. In the United States, Benckiser is closing 15% of Caribou locations, and�converting 20% of the stores into Peet's (NASDAQ: PEET ) . In this installment of Motley Fool Money, our analysts discuss whether Benckiser's big bet on coffee poses a threat to Starbucks (NASDAQ: SBUX ) .
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