Wednesday, November 20, 2013

Top 10 Canadian Companies For 2014

Cameco (CCJ) was created in 1988 through the merger of two Canadian crown (government-owned) corporations. It's IPO debuted on the Toronto exchange in 1991 and a NYSE listing occurred in 1996. The McArthur River mine, the highest grade mine in the world (16.36% U3O8, 100 times the global average), began production in November 2000. Cameco's share of the proven and probable resources is 264 mil lbs. The mine has produced 230 mil lbs in the last 13 years. CCJ's current year share is over 13 mil lbs.

Cameco's produces around 14% of the world's uranium, with 2012 production of 21.9 mil lbs. They forecast output in 2018 of 36 mil lbs. Its total proven and probable reserves are about 465 mil lbs with another 531 mil lbs in the inferred/measured and indicated categories. That's one hell of a lot of uranium. CCJ's size and resources make it an attractive investment for the moderately conservative investor who is aware that mining is inherently risky.

Top 10 Canadian Companies For 2014: Primerica Inc.(PRI)

Primerica, Inc., together with its subsidiaries, engages in the distribution of financial products on behalf of third parties to middle income households in the United States and Canada. The company operates in three segments: Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites term life insurance products. The Investment and Savings Products segment distributes mutual funds, variable annuities, fixed annuities, and segregated funds. The Corporate and Other Distributed Products segment provides mortgage loans, which include debt consolidation or refinance, and purchase money loans; unsecured loans; prepaid legal services that assist subscribers with legal matters, such as drafting wills, living wills and powers of attorney, trial defense, and motor vehicle-related matters; mail-order student life products; short-term disability benefit insurance; and auto and homeowners? insurance products. The company was founded in 1927 and is based in Duluth, Georgia.

Advisors' Opinion:
  • [By Rich Duprey]

    Private equity investor Warburg Pincus has been a shareholder in term life insurance underwriter Primerica� (NYSE: PRI  ) since its IPO in 2010. However, the financial products marketer will be buying back all of the holdings Warburg Pincus owns for $154.7 million. That translates into�almost�2.5 million shares of common stock�and warrants that �are�exercisable for 4.1 million shares.

Top 10 Canadian Companies For 2014: Encana Corporation(ECA)

Encana Corporation and its subsidiaries engage in the exploration for, development, production, and marketing of natural gas, oil, and natural gas liquids. The company owns interests in resource plays that primarily include the Greater Sierra, Cutbank Ridge, Bighorn, and Coalbed Methane resource plays located in British Columbia and Alberta, as well as the Deep Panuke natural gas project offshore Nova Scotia in Canada. It also holds interests in resource plays comprising the Jonah in southwest Wyoming, Piceance in northwest Colorado, Haynesville in Louisiana, and Texas resource play, including east Texas and north Texas. The company serves primarily local distribution companies, industrials, energy marketing companies, and other producers. Encana Corporation was founded in 1971 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By David Smith]

    Far and wide
    Fox's latest version ranges somewhat more widely than its predecessor. Oh sure, there's plenty of attention to environmental damage attributable to Cabot Oil & Gas' (NYSE: COG  ) fracking operations in Dimock, Pa., the epicenter of the first film. But�the follow-up also spends considerable time in Pavillion, Wyo., where the Environmental Protection Agency has contended that hydraulic fracturing by Encana (NYSE: ECA  ) has sullied the local aquifer. Only lately has the EPA turned over a second investigation into the matter to Wyoming state authorities.

Top Warren Buffett Companies To Invest In 2014: PPL Corporation(PPL)

PPL Corporation, an energy and utility holding company, generates and sells electricity; and delivers natural gas to approximately 5.3 million utility customers primarily in the northeastern and northwestern U.S. The company operates in four segments: Kentucky Regulated, International Regulated, Pennsylvania Regulated, and Supply. The Kentucky Regulated segment engages in the generation, transmission, distribution, and sale of electricity; and the distribution and sale of natural gas to approximately 1.3 million customers in Kentucky, Virginia, and Tennessee. The International Regulated segment owns and operates electricity distribution businesses in the United Kingdom that deliver electricity to 7.7 million customers. The Pennsylvania Regulated segment delivers electricity to approximately 1.4 million customers in eastern and central Pennsylvania. The Supply segment owns and operates power plants to generate electricity using coal, uranium, natural gas, oil, and water res ources; markets and trades electricity and other purchased power to wholesale and retail markets; and acquires and develops domestic generation projects. It controls or owns a portfolio of generation assets of approximately 11,000 megawatts in Montana and Pennsylvania. As of December 31, 2010, the company?s distribution system included 649 substations with a capacity of 25 million kVA, 28,838 circuit miles of overhead lines, and 24,131 cable miles of underground conductors in the United Kingdom. It also operated 377 substations with a capacity of 31 million kVA, 33,122 circuit miles of overhead lines, and 7,368 cable miles of underground conductors in Pennsylvania. The company was founded in 1920 and is headquartered in Allentown, Pennsylvania.

Advisors' Opinion:
  • [By Dan Caplinger]

    Pennsylvania-based electric utility PPL (NYSE: PPL  ) found itself in the path of one of the most devastating storms in history last year, as Hurricane Sandy barreled into the mid-Atlantic and left billions of dollars in damage in its wake. Although PPL stock didn't suffer a long-term hit from the storm, the utility now faces a much different threat from rising interest rates that could eventually have a major impact on its financing costs. Let's take a look at what's been happening with PPL in the recent past and how it's responding to this new threat.

Top 10 Canadian Companies For 2014: Transcananda Pipelines Ltd.(TRP)

Transcanada Corporation operates as an energy infrastructure company in North America. The company operates in three segments: Natural Gas Pipelines, Oil Pipelines, and Energy. The Natural Gas Pipelines segment develops and operates energy infrastructure, including natural gas pipelines and regulated gas storage facilities. Its network of natural gas pipelines extends approximately 60,000 km tapping into gas supply basins in North America. The Oil Pipelines segment operates Keystone crude oil pipeline system, which includes completed 3,467 km Wood River/Patoka and Cushing Extension phases, and the proposed 2,673 km U.S. Gulf Coast Expansion. The Energy segment engages in the acquisition, development, construction, ownership, and operation of electrical power generation plants; the purchase and marketing of electricity; the provision of electricity account services to energy and industrial customers; and the development, construction, ownership, and operation of non-regulat ed natural gas storage in Alberta. The company was founded in 1951 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Isac Simon]

    While TransCanada's (NYSE: TRP  ) Keystone XL pipeline has seen its share of controversy, the British Columbia government has formally opposed Enbridge's (NYSE: ENB  ) Northern Gateway pipeline from Kitmat to Edmonton. This 1,177-kilometer pipeline is expected to transport 525,000 barrels of oil per day.

  • [By Tyler Crowe and Aimee Duffy]

    The recent Pegasus Pipeline spill in Arkansas has put the energy sector on the edge a little, and so ExxonMobil (NYSE: XOM  ) is trying hard to make this story go away by offering compensation to�residents�of the area where the spill took place. With the fate of TransCanada's (NYSE: TRP  ) pipeline still hanging in the balance, the energy industry wants this story to go away, fast.

  • [By Benjamin Shepherd]

    TransCanada (TRP) has increased its dividend as reliably as Kimberly Clark, sustaining a yield of about 4% and generating a total return of 58% over the past five years.

  • [By Aimee Duffy]

    The Canadian midstream giant,�TransCanada (NYSE: TRP  ) , has had a bulls-eye on its back for some time now, placed there carefully by the vehement opposition to the company's Keystone XL pipeline project. In this video, Fool.com contributor Aimee Duffy discusses the two sides of TransCanada, looking at the company's headlines in the U.S. compared to what makes the papers in its home country. She closes with what American investors need to think about when it comes to evaluating the energy company.

Top 10 Canadian Companies For 2014: Canadian Imperial Bank of Commerce(CM)

Canadian Imperial Bank of Commerce provides various financial products, services, and advice to individual, small business, commercial, corporate, and institutional clients in Canada and internationally. The company offers retail markets services comprising personal banking, business banking, and wealth management services, as well as investment management services to retail and institutional clients. It also provides wholesale banking services, including credit, capital markets, investment banking, merchant banking, and research products and services to government, institutional, corporate, and retail clients. The company provides its services through its branch network, automated bank machines, mobile banking, and online banking site. As of June 3, 2011, it operated approximately 1,100 branches and 4,000 automated bank machines in Canada. The company was founded in 1867 and is headquartered in Toronto, Canada.

Advisors' Opinion:
  • [By Katia Dmitrieva]

    Canadian Imperial (CM) said it�� being shut out in the new agreement. The deal ��ppears to have been intentionally structured in a way that attempts to nullify CIBC�� right of first refusal and any ability to match,��the bank said yesterday in a statement. ��iven the structuring of the document and our contractual rights, we are exploring our options.��

  • [By John Reese, Founder and CEO, Validea.com And Validea Capital Management]

    As you might imagine, the portfolio will tread into areas of the market others ignore, because of its contrarian bent. Right now, its holdings include some very unloved firms, including several financials, emerging market stocks, and much-maligned BP. Here's a look at five of the stock in our Dreman portfolio:

    Canadian Imperial Bank of Commerce (CM)

    BP Plc (BP)

    Telecom Argentina SA (TEO)

    China Mobile Limited (CHL)

    Vale SA (VALE)

    Subscribe to Validea here��/P>

  • [By Tony Daltorio]

    One of his companies, Cheung Kong Holdings Limited (CHEUY), recently formed a 50/50 joint venture with Canadian Imperial Bank of Commerce (NYSE: CM) called CEF Holdings. They want to invest into beaten-down mining stocks and particularly gold equities.

  • [By Rich Duprey]

    Canadian Imperial Bank of Commerce� (NYSE: CM  ) �announced this morning�its second-quarter dividend of $0.96 per share, a 2% increase over the $0.94-per-share payout it made last quarter.

Top 10 Canadian Companies For 2014: Stage Stores Inc.(SSI)

Stage Stores, Inc. operates as a specialty department store retailer that offers branded and private label apparel, accessories, cosmetics, and footwear for women, men, and children in the United States. The company also offers sportswear, dresses, intimates, home and gift products, outerwear, swimwear, and other products. It primarily focuses on consumers in small and mid-sized markets. The company operates stores under the names of Bealls, Goody?s, Palais Royal, Peebles, and Stage. Stage Stores, Inc. also sells its products through its Web site. As of March 06, 2012, it operated 819 stores in 40 states. Stage Stores, Inc. is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Dan Caplinger]

    On Friday, Stage Stores (NYSE: SSI  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.

Top 10 Canadian Companies For 2014: Agrium Inc.(AGU)

Agrium Inc., together with its subsidiaries, produces and markets agricultural nutrients, industrial products, and specialty products worldwide, as well as involves in the retail supply of agricultural products and services in North and South Americas. The company?s Retail segment markets crop nutrient products, including nitrogen, phosphate, potash, sulphur, and micronutrients; crop protection products, such as herbicides, fungicides, adjuvants, and insecticides; and seeds. This segment also offers agronomic services, as well as product application, soil and leaf tissue testing and analysis, and crop scouting services. This segment operates 1,192 outlets in the United States, Canada, Australia, Argentina, Chile, and Uruguay. The company?s Wholesale segment produces, markets, and distributes nitrogen, phosphate, potash, sulphate, and other crop nutrient products for agricultural and industrial customers. This segment also owns and operates facilities that upgrade ammonia t o other nitrogen products, such as urea, nitric acid, and ammonium nitrate, as well as provides Rainbow plant food products. Agrium?s Advanced Technologies segment produces and markets controlled-release crop nutrients and micronutrients for the agriculture, specialty agriculture, professional turf, horticulture, and consumer lawn and garden markets. The company was formerly known as Cominco Fertilizers Ltd. and changed its name to Agrium Inc. in 1995. Agrium Inc. was founded in 1931 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Neha Chamaria]

    Investors in the fertilizer industry have something serious to think about. One of the leading nutrient producers, Agrium (NYSE: AGU  ) , is hanging up on two expansion projects -- It has suspended development work on a greenfield project in the U.S. Midwest area, while dropping plans�to expand an existing plant in Alberta.

Top 10 Canadian Companies For 2014: Banco Latinoamericano de Comercio Exterior S.A. (BLX)

Banco Latinoamericano de Comercio Exterior, S.A. provides trade financing to commercial banks, middle-market companies, and corporations primarily in Latin America and the Caribbean. The company operates in three segments: Commercial, Treasury, and Asset Management. The Commercial segment offers deposits and loans for foreign trade transactions. This segment also provides various products, services, and solutions relating to foreign trade, which include co-financing arrangements, underwriting of syndicated credit facilities, structured trade financing, asset-based financing in the form of factoring, vendor financing and leasing, and other fee-based services, such as electronic clearing services. The Treasury segment offers liquidity management and investment securities activities, including management of interest rate, liquidity, price, and currency risks. The Asset Management segment provides asset management services, including investment advisory services for funds and managed accounts. This division is involved in trading foreign exchange, interest rate swaps, and derivative products. The company was formerly known as Banco Latinoamericano de Exportaciones, S.A. and changed its name to Banco Latinoamericano de Comercio Exterior, S.A. in June 2009. Banco Latinoamericano de Comercio Exterior, S.A. was founded in 1977 and is headquartered in Panama City, the Republic of Panama.

Advisors' Opinion:
  • [By Rich Duprey]

    Panama-based supranational bank�Banco Latinoamericano de Comercio Exterior� (NYSE: BLX  ) announced yesterday its second-quarter dividend of $0.30 per share, the same rate it's paid for the past three quarters after raising the payout 20% from $0.25 per share.

  • [By Eric Volkman]

    Banco Latinoamericano de Comercio Exterior (NYSE: BLX  ) , better and more conveniently known as Bladex, is maintaining its dividend policy. The lender has declared a payout of $0.30 per share of its stock for its Q1, to be paid on May 7 to shareholders of record as of April 29. This amount matches the company's previous disbursement, which has been paid in both of the preceding two quarters. Before that, Bladex dispensed $0.25 per share.

Top 10 Canadian Companies For 2014: Sun Life Financial Inc.(SLF)

Sun Life Financial Inc., together with its subsidiaries, provides various life and health insurance, savings, investment management, retirement, and pension products and services to individuals and corporate customers. It offers individual life insurance policies, including individual term life, universal life, critical illness, disability, accident, and accidental death and dismemberment insurance policies; and group life insurance policies. The company also provides individual health insurance, long-term care insurance, group health benefits, dental benefits, and group insurance; and various individual and group annuity, retirement, and investment income products and services, such as mutual and pooled funds, variable and fixed annuities, savings, retirement and pension plans, and education savings. In addition, it offers asset management services for corporate retirement plans, separate accounts, public or government funds, and insurance company assets to institutional clients; and advisory services to individual investors. Further, the company provides run-off reinsurance services. Sun Life Financial Inc. distributes its products through direct sales agents, independent and managing general agents, financial intermediaries, broker-dealers, banks, pension and benefit consultants, and other third-party marketing organizations. The company operates primarily in Bermuda, Canada, China, Hong Kong, India, Indonesia, Ireland, the Philippines, the United States, and the United Kingdom. Sun Life Financial Inc. was founded in 1999 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Tim Brugger]

    Initially, the deal Sun Life Financial (NYSE: SLF  ) struck in December to sell its U.S. annuity portfolio and some life insurance products for $1.35 billion to Delaware Life Holdings, a Guggenheim Partners-owned company, was scheduled to be completed by Q2 of 2013.

  • [By Monica Gerson]

    Sun Life Financial (NYSE: SLF) shares gained 2.47% to create a new 52-week high of $34.80 on Q3 results. Sun Life reported its Q3 operating net income from continuing operations of $422 million.

  • [By Amanda Alix]

    Insurance companies have created an entire industry based upon risk, and except for AIG (NYSE: AIG  ) during the financial crisis, it has worked out pretty well. So, it's not a stretch to imagine a large life insurer like Canada's Sun Life Financial (NYSE: SLF  ) assuming the pension liability for the Canadian Wheat Board's defined benefit plan in a recent $147 million deal, the first such accord in Canada's history.

Top 10 Canadian Companies For 2014: KBR Inc. (KBR)

KBR, Inc. operates as an engineering, construction, and services company supporting the energy, hydrocarbon, government services, minerals, civil infrastructure, power, and industrial sectors worldwide. Its Downstream business unit provides front end engineering design; detailed engineering; engineering, procurement, and construction (EPC); EPC management; and program management services to petrochemical, refining, coal gasification, and syngas markets. The company?s Government and Infrastructure business unit provides program and project management, contingency logistics, operations and maintenance, construction management, engineering, and other services to military and civilian branches of governments and private clients. Its Services business unit delivers engineering, construction, construction management, fabrication, maintenance, and turnaround services. It also offers maintenance, construction, and drilling support services for offshore oil and gas producing facili ties using semisubmersible vessels. This segment serves oil, gas, petrochemicals, and hydrocarbon processing industries, as well as power, alternate energy, pulp and paper, industrial and manufacturing, and pharmaceutical industries. The company?s Technology business unit offers various process technologies, including value-added technologies in the coal monetization, petrochemical, refining, and syngas markets. Its Upstream business unit constructs liquefied natural gas, gas-to-liquids, onshore oil and gas production facilities, offshore oil and gas production facilities, and onshore and offshore pipelines. The company?s Ventures business unit invests in and manages projects, where the company provides engineering, construction, construction management or operations, and maintenance services. KBR, Inc. was founded in 1901 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Rich Smith]

    This umbrella contract authorizes four separate contractors -- privately held CH2M Hill Constructors and Environmental Chemical Corp, and publicly traded KBR (NYSE: KBR  ) and URS (NYSE: URS  ) -- to bid for individual task orders under it. In total, across the contract's one-year "base period" and the up to four subsequent one-year optional extensions, this contract is estimated to have a maximum dollar value of $800 million. It is not to exceed 60 months in duration and so should expire in June 2018.

  • [By Rich Smith]

    Raytheon's rockets will be deployed to defend the base, while Lockheed Martin (NYSE: LMT  ) is managing the overall project. And last week, we found out who will build it, when government contractor KBR (NYSE: KBR  ) was awarded $134 million to turn the 430-acre site into a missile base.

  • [By Rich Smith]

    The larger of the two awards, and by a few orders of magnitude, went to government contractor KBR (NYSE: KBR  ) , which won a firm-fixed-price, option-filled contract valued at up to $134.2 million to develop and construct a land-based missile defense system to be built in Deveselu, Romania. According to Time magazine, the missile base will be constructed on 430 acres of property located -- and we quote -- "125 miles southwest of Count Dracula's castle."

  • [By Ben Levisohn]

    Shares of Harsco have gained 4.7% to $26.43 today at 1:16 p.m., outpacing other construction & engineering companies. Dycom (DY) has advanced 0.5% to $30, KBR Inc. (KBR) has ticked up 0.1% to $33.03, Worthington Industries�(WOR) has risen 2.8% to $38.85�and Tutor Perini (TPC) has rallied 3.6% to $22.46.

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