Wednesday, June 12, 2013

10 Best Restaurant Stocks To Own For 2014

Buffett-inspired Biglari Holdings (NYSE: BH  ) is not nearly as followed as its model business, Berkshire Hathaway (NYSE: BRK-B  ) , but investors in the latter would be wise to keep an eye on the moves of this restaurant-focused holdings company.

Led by 35-year-old "combative" investor Sardar Biglari, the company may be most widely known for its acquisition and turnaround of fast-food chain Steak n Shake. Since going public in 2008 (shortly before the financial crisis), the company's stock has returned more than 200% for shareholders, with 23% of shares still held by inside owners. Though management releases limited commentary and analysis with its quarterly reports, we can take a closer look at the recent SEC filing to see whether Biglari Holdings is headed higher still.

10 Best Restaurant Stocks To Own For 2014: Maxim Integrated Products Inc.(MXIM)

Maxim Integrated Products, Inc. engages in designing, developing, manufacturing, and marketing various linear and mixed-signal integrated circuits worldwide. The company also provides various high-frequency process technologies and capabilities for use in custom designs. It primarily serves industrial, communications, consumer, and computing markets. The company markets its products through a direct-sales and applications organization, as well as through its own and other unaffiliated distribution channels. Maxim Integrated Products, Inc. was founded in 1983 and is headquartered in Sunnyvale, California.

10 Best Restaurant Stocks To Own For 2014: SDL PLC(SDL.L)

SDL plc provides global information management software and services to multinational businesses. Its Web content management, ecommerce, structured content and language technologies, and language services are used for content creation, management, translation, and publishing. The company operates through three segments: Language Services, Language Technologies, and Content Management Technologies. The Language Services segment provides translation services to customer?s multilingual content in multiple languages. The Language Technologies segment engages in the sale of enterprise, desktop, and statistical machine translation technology developed to help automate and manage multilingual assets, as well as provides associated consultancy and other services. The Content Management Technologies segment involves in the sale of content management technologies developed to help automate and manage content to deliver an interactive and personalized customer experience in multiple languages across Websites, documentation, and channels. The company serves aerospace, automotive, chemicals, oil and gas, electronics and high technology, fast moving consumer goods, finance, industrial goods, IT consulting, life science, media and publishing, public sector, services, software, telecoms, travel and tourism, and translation industries. SDL plc has a strategic partnership with Sapient. The company was founded in 1992 and is based in Maidenhead, the United Kingdom.

10 Best Consumer Service Stocks To Watch For 2014: Ramba Energy Limited (R14.SI)

Ramba Energy Limited, an investment holding company, engages in the exploration and production of oil and gas in Indonesia; and the provision of transportation and logistics services in the Asia Pacific region. The company holds a 70% interest in the Jatirarangon block in West Java, a 100% interest in the West Jambi block in Sumatra, and a 51% interest in the Lemang block in Sumatra. It also provides supply chain services, including inbound and outbound transportation, distribution management, seaport and airport cargo handling services, and chemical logistics distribution; and container haulage, project logistics, and warehousing. The company�s container haulage services comprise import and export haulage, container staging and fumigation, container loading and unloading, freight documentation, permit declaration, customs clearance, cross-border haulage, and short-term storage services. Its project logistics services include bulk commodity transportation primarily for co al, steel, and nickel; marine logistics covering ship brokering and ship chartering; heavy lift and logistics services for project cargo movement, mainly in the energy, mining, construction, and infrastructure sectors; and freight management and contract logistics for oil and gas exploration and production companies. The company�s warehousing services comprise order fulfillment, merge in transit, pick and pack, asset ownership, multi-client warehousing management, consolidation x-dock, and bulk and chemical warehousing services. It serves technology, petrochemical, oil and gas, freight-forwarding, consumer goods, and manufacturing sectors. In addition, Ramba Energy Limited engages in property rental activities. The company was formerly known as RichLand Group Limited and changed its name to Ramba Energy Limited in January 2009. The company was founded in 1992 and is based in Singapore. Ramba Energy Limited is a subsidiary of Redmount Holdings Limited.

10 Best Restaurant Stocks To Own For 2014: LiveDeal Inc.(LIVE)

LiveDeal, Inc., together with its subsidiaries, delivers local customer acquisition services for small and medium-sized businesses. It provides online marketing Internet directory services. The company offers InstantProfile, which distributes small businesses? key contact and service information to Internet destinations, including the search engines, Internet directories, and social media networks that enable advertisers to manage their business information in one location and enhance their reach to various destinations a consumer may search for local business services. It also provides online listing services. The company was formerly known as YP Corp. and changed its name to LiveDeal, Inc. in August 2007. LiveDeal, Inc. was founded in 1968 and is headquartered in Las Vegas, Nevada.

10 Best Restaurant Stocks To Own For 2014: Accell Group NV (ACCEL)

Accell Group NV is a Netherlands-based holding company. The Company and its subsidiaries divides its business into two segments: Bicycle & Bicycle Parts, active in the design, development, production, marketing and sales of bicycles, bicycle parts and accessories; and Fitness, providing fitness equipment. It sells bicycles under the Batavus, Bremshey, Ghost, Haibike, Hercules, Koga, Lapierre, Loekie, Redline, Sparta, Staiger, Tunturi, Winora, XLC and Raleigh brands via specialist bicycle retailers as well as bicycle parts under the Juncker Bike Parts and Wiener Bike Parts brands and fitness equipment under the Bremshey Sport brand. The Company�� main markets are the Netherlands, Germany, France, and European countries. The Company has production facilities in the Netherlands, Germany, France, Hungary and Belgium. As of December 31, 2011, it operated through 21 wholly owned subsidiaries. On May 22, 2012, the Company acquired Raleigh Cycle Limited. Advisors' Opinion:
  • [By Tom Konrad]

    Accell is a leading bicycle manufacturer and a leader in electric bikes based in the Netherlands with worldwide sales mostly in Europe but expanding rapidly in the United States and Asia.  The company's strategy is to leverage its strong distribution network by acquiring strong brands in a highly fragmented industry.  In 2012, they acquired Raleigh, which was a slightly larger than usual acquisition.  Integrating Raleigh took longer than management expected, and depressed third quarter earnings and the company's current share price.  The company has a variable annual dividend, but based on the last payment of 0.782 euros, it's currently trading at a 5.9% annual yield.  Stock appreciation in 2013 could be driven by the start of synergies from the Raleigh acquisition, increased adoption of electric bikes in the US, or easing of uncertainty in Europe.

    Because smaller investors may find Accell difficult to buy through their broker's foreign trading desk, they may want to substitute one of my upcoming alternative picks.

10 Best Restaurant Stocks To Own For 2014: Terreno Realty Corporation(TRNO)

Terreno Realty Corporation focuses on acquiring, owning, and operating real estate properties located in Los Angeles area, northern New Jersey/New York City, San Francisco Bay area, Seattle area, Miami area, and Washington D.C./Baltimore. The company invests in various industrial real estate, including warehouse/distribution, flex, and trans-shipment. It would elect to be taxed as a real estate investment trust (REIT) for federal income tax purposes. As a REIT, the company would not be subject to federal income taxes, if it distributes at least 90% of net taxable income to its stockholders. Terreno Realty Corporation was founded in 2009 and is based in San Francisco, California.

10 Best Restaurant Stocks To Own For 2014: Orbotech Ltd.(ORBK)

Orbotech Ltd. engages in designing, developing, manufacturing, marketing, and servicing yield-enhancing and production solutions for specialized applications in the supply chain of the electronics industry. The company?s products include automated optical inspection (AOI), automated optical repair, laser direct imaging, digital legend printing, laser drilling, laser plotters, computer-aided manufacturing, and engineering solutions for printed circuit boards (PCBs) and other electronics component manufacturing; and AOI, test, repair, and process monitoring systems for flat panel display (FPD) manufacturing. It also develops and markets character recognition solutions and services primarily to banks, financial institutions, and other payment processing institutions for use in check and healthcare payment processing. In addition, the company is involved in the research and development of products for the deposition of anti-reflective coating on crystalline silicon photovolta ic wafers for solar energy panels. It primarily serves manufacturer of PCB, FPD, liquid crystal displays, and other electronic components worldwide. The company was formerly known as Optrotech Ltd. and changed its name to Orbotech Ltd. as a result of its merger with Orbot Systems Ltd. in October 1992. Orbotech Ltd. was founded in 1981 and is headquartered in Yavne, Israel.

10 Best Restaurant Stocks To Own For 2014: KB Home (KBH)

KB Home is a homebuilding company. The Company constructs and sells homes through its operating divisions under the name KB Home. The Company operates in nine states and 32 markets, including California, Arizona, Nevada, Colorado, Texas, Florida, Maryland, North Carolina and Virginia. The Company organizes its homebuilding operations into four segments: West Coast, Southwest, Central and Southeast. In July 2012, it acquired land within the Elworthy Ranch property in the town of Danville. In September 2012, it acquired Mason Ranch, which is a 330-acre land asset in Cedar Park/Leander West, submarkets in metropolitan Austin. In December 2012, the Company acquired 65 lots in Fuquay-Varina, N.C.

Homebuilding

The Company�� homebuilding operations offers a variety of homes designed primarily for first-time, move-up and active adult homebuyers, including attached and detached single-family homes, townhomes and condominiums. It offers homes in development communities, at urban in-fill locations and as part of mixed-use projects. During the fiscal year ended, November 30, 2011 (fiscal 2011), the Company, through its homebuilding segment, delivered 5,812 homes. During fiscal 2011, homebuilding operations accounted for 99.2% of the total revenues.

Financial Services

The financial services segment provides title and insurance services to its homebuyers. This segment also provided mortgage banking services to the Company�� homebuyers indirectly through KBA Mortgage, LLC (KBA Mortgage), a former unconsolidated joint venture of a subsidiary of ours and a subsidiary of Bank of America, N.A., from the venture�� formation until June 30, 2011, when it ceased offering mortgage banking services. Effective June 27, 2011, it entered into a marketing services agreement with MetLife Home Loans, a division of MetLife Bank, N.A. Under the agreement, MetLife Home Loans��personnel, located on site at several of its new home communities, can offer financing options and re! sidential consumer mortgage loan products to its homebuyers, and originate residential consumer mortgage loans for homebuyers who elect to use MetLife Home Loans. The Company�� homebuyers may also elect to use other providers of mortgage banking services. Its financial services operations accounted for 0.8% of the Company�� total revenues in fiscal 2011.

Advisors' Opinion:
  • [By Michael Fowlkes]

    The housing market got hit especially hard during the recession, but we are seeing steady signs of improvement, and as a result homebuilders have been strong in 2012. All of the major homebuilders have been strong this year, and we expect to see this continue into 2013. KB Home stock has posted a very impressive 154% gain thus far in 2012.

    With the Federal Reserve’s plan to keep interest rates near zero through at least 2013, we expect to see the housing market continue to strengthen, and the demographic most likely to try to take advantage of the low interest rates is first-time buyers and those looking for entry level homes. This works to KB Home’s advantage since it caters to entry-level buyers. Its homes are typically cheaper than its competitors, and this has worked out great for the company over the last year. The company announced a surprising profit of 4 cents per sahre for its third quarter, versus estimates for a loss of 16 cents. Analysts are forecasting a profit of 6 cents during its current quarter. Our belief is that the housing market will continue to rebound in 2013, and KB Home will benefit as a result.

10 Best Restaurant Stocks To Own For 2014: Citizens South Banking Corporation(CSBC)

Citizens South Banking Corporation operates as the holding company for Citizens South Bank that provides various commercial banking services to local customers in the United States. The company offers a range of retail products, commercial banking services, and mortgage lending services. It provides retail deposit products, such as checking, savings, negotiable order of withdrawal, and money market accounts, as well as time deposits and individual retirement accounts. The company also offers commercial analysis deposit accounts, business checking accounts, and repurchase agreements for business customers. In addition, it provides various consumer and commercial loans, including business, real estate, residential, and consumer loans. Further, the company offers consumer and business credit cards, debit cards, commercial letters of credit, and safe deposit box rentals, as well as electronic funds transfer services, including automated clearing house and wire transfers. Addit ionally, it provides online banking, remote deposit capture, cash management, bank-by-phone capabilities, and ATM services. The company also acts as a broker in the sale of uninsured financial products. As of March 31, 2011, it operated through 21 branch offices located in North Carolina, South Carolina, and Georgia. The company was founded in 1904 and is headquartered in Gastonia, North Carolina.

10 Best Restaurant Stocks To Own For 2014: Mencast Holdings Ltd. (5NF.SI)

Mencast Holdings Ltd, an investment holding company, engages in the manufacture, supply, refurbishment, and reconditioning of sterngear equipment. The company's product portfolio comprises propellers, propeller shafts, stern rollers, rudders and rudder stocks, kort nozzles, and marine bearings and bronze sleeves. It also provides various services that include grinding, pitch checking, polishing, static and dynamic balancing, and final inspection; re-pitching of propellers; blue-fitting of keyless propellers, rudder pintle, and rudder stock; casting of replacement tips for damaged propellers; inspection of propellers and analysis of performance; shaft measurement for concentricity, bending, and re sleeving of tail shafts; welding services comprising dredging bucket repair, rudder stock repair, stainless cladding, and roller sheave; general machining services consisting of turning, milling, boring and shaping; and machining of marine bearings. In addition, Mencast Holdings e ngages in the manufacture of marine parts and equipment; and construction and repair of engines, boilers, and machinery. It offers its products and services to the marine and offshore oil and gas industries in Singapore, Malaysia, Brunei, China, Indonesia, the Philippines, Hong Kong, India, Sri Lanka, Maldives, Australia, Europe, the Middle East, and the United States. The company was founded in 1981 and is based in Singapore.

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