2014 Top Stocks Market, Best Stocks Investment In 2014, Top Stocks For 2014: Great Stocks 2012

In an ominous sign, oil has been surging very early into 2012. Normally, oil will see a seasonal move higher around May or June, just before the summer driving season starts. The recent move in oil has been supported by investors who are interested in owning hard assets, like oil and precious metals, that can't be printed, like paper currencies.

It has also moved on concerns that Iran could block a major oil transportation route - the Strait of Hormuz. These dynamics present opportunities and risks for investors, since the price action could be a major sign to buy oil stocks and sell stocks in companies that could be hit very hard if consumers suddenly cut back on spending later this year.

A recent AP article details the current situation for gas prices:

Gasoline prices have never been higher this time of the year. At $3.53 a gallon, prices are already up 25 cents since Jan. 1. And experts say they could reach a record $4.25 a gallon by late April. "You're going to see a lot more staycations this year," says Michael Lynch, president of Strategic Energy & Economic Research. "When the price gets anywhere near $4, you really see people react.

The rise in oil appears likely to continue, and now could be the time to act, before tensions with Iran possibly heat up further and before oil sees increased demand from the summer driving season. In certain parts of the country, gasoline is well over $4 per gallon already. States that already have major economic challenges, like California, which is still facing high unemployment and foreclosure levels, could easily see gasoline at $5 per gallon or more in the next few months.

Great Stocks 2012:Eastern Insurance Holdings Inc. (EIHI)

Eastern Insurance Holdings, Inc., through its subsidiaries, provides workers compensation insurance and reinsurance products in the United States. The company?s Workers Compensation Insurance segment provides traditional workers compensation insurance coverage products, including guaranteed cost policies, policyholder dividend policies, retrospectively-rated policies, deductible policies, and alternative market products to employers. This segment distributes its workers? compensation products and services through its independent insurance agents primarily in Pennsylvania, Delaware, North Carolina, Maryland, Indiana, and Virginia. Its Segregated Portfolio Cell Reinsurance segment offers alternative market workers compensation solutions comprising program design, fronting, claims administration, risk management, segregated portfolio cell rental, asset management, and segregated portfolio management services to individual companies, groups, and associations. Eastern Insurance Holdings, Inc. is headquartered in Lancaster, Pennsylvania.

Great Stocks 2012:Embraer-Empresa Brasileira de Aeronautica (ERJ)

Embraer S.A. engages in the development, production, and sale of jet and turboprop aircraft for civil and defense aviation markets. It also offers aircrafts for agricultural use; structural components, mechanical and hydraulic systems, and technical activities related to the production and maintenance of aerospace material. The company?s Commercial Aviation segment designs, develops, and manufactures various commercial aircraft for regional, low-cost, and mainline airlines primarily in Europe, the Middle East, Africa, Asia, and the Americas. Its Defense and Security segment provides a range of integrated solutions for the defense and security market, including training/light attack aircraft, aerial surveillance platforms, military transport aircraft, and government transport aircraft; command, control, communications, computer, intelligence, surveillance, and reconnaissance systems; and maintenance and material solutions. The company?s Executive Aviation segment develops a line of executive jets for fractional ownership companies, charter companies and air-taxi companies, and high-net-worth individuals. Its Aviation Services segment offers after-sales customer support services for the fleets of its commercial, executive, and defense customers. This segment also provides spare parts, maintenance and repair, training, and other product support services. The company?s Other segment involves in selling and leasing used aircraft; and offers structural parts, and mechanical and hydraulic systems for the production of helicopters. This segment also manufactures landing gear, and general aviation propeller aircraft, such as executive planes and crop dusters. It has a strategic alliance with European Aerospace and Defense Group. The company was formerly known as Embraer - Empresa Brasileira de Aeron�utica S.A. and changed its name to Embraer S.A. in November 2010. Embraer S.A. was founded in 1969 and is headquartered in Sao Jose dos Campos, Brazil.

Advisors' Opinion:

By David Sterm! an At 2 011-9-25
Market Value: $4.76 billion
Fall from 52-week high: 26%

The Brazilian maker of regional jets for global airlines and armed services has long toiled in the shadow of industry leaders Boeing (NYSE: BA) and Airbus. This shadow has proved a nice place to be. Embraer has steadily built a head of steam behind those two titans, morphing into one of Brazil's largest employers. Sales hit $2 billion for the first time in 2000, broke the $3 billion mark in 2004, the $5 billion mark in 2007 and could hit $6.5 billion by next year.

Embraer doesn't go head-to-head with Boeing and Airbus on large wide-body planes. Instead, a tight focus on smaller, single-aisle planes has helped carve out a strong role with airlines looking to serve short-haul routes. JetBlue (Nasdaq: JBLU) has been adding Embraer jets to its fleet to handle smaller markets where the tried-and true Airbus 320 is just too large.

This stock isn't just a play on Brazil, North America and Europe. At a recent ai show, Embraer landed new contracts to deliver planes to Kenya, Indonesia and Kazakhstan. The aircraft maker is well on its way to becoming a household name on every continent. Embraer's backlog of planes yet to be delivered stands at 1,003 as of the end of June. The recent steady drop in Embraer's stock has pushed it down to just 10 times projected 2012 profits.

Great Stocks 2012:SJW Corporation (SJW)

SJW Corp., through its subsidiaries, engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water. It also provides nonregulated water related services, including full water system operations, billing, and cash remittances under agreements with municipalities. The company?s water supply consists of groundwater from wells, surface water from watershed run-off and diversion, and imported water purchased from the Santa Clara Valley Water District. The company, through its subsidiary, SJW Land Company, owns undeveloped land in the states of California and Tennessee; owns and operates commercial buildings in the states of California, Florida, Connecticut, Texas, Arizona, and Tennessee; and holds a 70% limited partnership interest in 444 West Santa Clara Street, L.P., a real estate limited partnership that owns and operates an office building. It provides water service to approximately 226,000 connections that serve customers in portions of the cities of Cupertino and San Jose, as well as in Campbell, Monte Sereno, Saratoga, the Town of Los Gatos, and adjacent unincorporated territory in Santa Clara County, California. The company also provides water service to approximately 9,200 connections that serve approximately 36,000 residents in a service area comprising approximately 237 square miles in the region between San Antonio and Austin, Texas. SJW Corp. was founded in 1866 and is based in San Jose, California.

Great Stocks 2012:Telefonica SA (TEF)

Telefonica, S.A. provides fixed and mobile telephony services primarily in Spain, rest of Europe, and Latin America. Its fixed telecommunication services include PSTN lines; ISDN accesses; public telephone; local, domestic, and international long distance and fixed-to-mobile communications; corporate communications; video telephony; supplementary and business-oriented value-added services; network services; leasing and sale of handset equipment; and telephony information services. The company?s Internet and broadband multimedia services comprise Internet service provider service; portal and network services; retail and wholesale broadband access; narrowband switched access to Internet; naked ADSL, a broadband connection; residential-oriented value-added services; companies-oriented value-added services; television services, such as IPTV, cable television, and satellite television; and Fiber to the Home, a service for high speed Internet access and digital video recording. Its data and business-solutions services principally include leased lines; virtual private network services; fiber optics services; the provision of hosting and application; outsourcing and consultancy services; desktop services; and system integration and professional services. The company?s wholesale services for telecommunication operators primarily comprise domestic interconnection services; international wholesale services; leased lines for other operators? network deployment; local loop leasing under the unbundled local loop regulation framework; and bit stream services. It also offers various mobile and related services and products that include mobile voice services, value added services, mobile data and Internet services, wholesale services, corporate services, roaming, fixed wireless, and trunking and paging services. The company has a strategic alliance with China Unicom (Hong Kong) Limited. Telefonica, S.A. was founded in 1924 and is headquartered in Madrid, Spain.

Advisors' Opinion:

By Conrad! At 201 1-10-25
Among the stocks that Bolton favors are Spain's Telefonica (TEF), which has a 7% 2009 yield and 3.8 times dividend cover, and BP, the British oil producer, which has a 6.9% yield and 2.8 times cover. Falling oil prices are an issue for BP, but he thinks it will try to avoid a dividend cut, owing to bad memories of a prior cut in the 1990s.
By Conrad At 2011-9-22
Telefonica (TEF) is acting within the foreign telecom services industry. The company has a market capitalization of $89.2 billion, generates revenues in an amount of $85.4 billion and a net income of $13.0 billion. It follows P/E ratio is 6.8 and forward price to earnings ratio 8.1, Price/Sales 1.0 and Price/Book ratio 3.1. Dividend Yield: 10.1 percent. The return on equity amounts to 48.1 percent.

Great Stocks 2012:Willbros Group Inc. (WG)

Willbros Group, Inc. provides engineering, procurement, and construction (EPC) services to the oil and gas, refinery, petrochemical, and power industries primarily in the United States, Canada, and Oman. Its Upstream Oil & Gas segment offers EPC services to design, build, or replace large-diameter cross-country pipelines; fabricate engineered structures, process modules, and facilities; and build oil and gas production facilities, pump stations, flow stations, gas compressor stations, gas processing facilities, gathering lines, and related facilities. The company?s Downstream Oil & Gas segment provides specialty construction, turnaround, repair, and maintenance services to the downstream energy infrastructure market, which consists of integrated oil companies, independent refineries, product terminals, and petrochemical companies, as well as EPC firms, independent power producers, government entities, specialty process facilities, and ammonia and fertilizer manufacturing plants and facilities. It also offers manufacturing services for process heaters, heater coils, alloy piping, specialty components, and other equipment for installation in oil refineries; heater services, including design, manufacture, and installation of fired heaters in refining and process plants; tank services for the construction, maintenance, or repair of petroleum storage tanks; safety services for supplementing a refinery?s safety personnel, and providing safety equipment; government services through building and managing fueling depots and other fueling systems; evaluation, maintenance, and building petroleum, oil, and lubricant facilities; and EPC services through program management and EPC project services. Its Utility T&D segment provides a range of services in electric power and natural gas transmission and distribution, such as maintenance and construction, repair, and restoration of utility infrastructure. The company was founded in 1908 and is headquartered in Houston, Texas.

Great Stocks 2012:Guangshen Railway Company Limited (GSH)

Guangshen Railway Company Limited, together with its subsidiaries, primarily provides passenger and freight transportation services on the Shenzhen-Guangzhou-Pingshi railway in the People's Republic of China. The company?s freight services include the transportation of full load and single load cargo, containers, bulky and overweight cargo, dangerous cargo, fresh and live cargo, and oversized cargo. It also offers long distance passenger transportation services. In addition, the company engages in the sale of food, beverages, and merchandise on board the trains and in railway stations. Further, it engages in the operation of a travel agency, as well as provision of services relating to warehousing, hotel management, cargo loading and unloading, catering management and services, advertising, and freight transportation and package agency services. Additionally, the company provides property management services, as well as involves in the supervision of construction projects. As of December 31, 2009, it operated 218 pairs of passenger trains, including 100 pairs of inter-city high-speed passenger trains between Guangzhou and Shenzhen; 13 pairs of Hong Kong Through Trains; and 105 pairs of long-distance passenger trains. The company was founded in 1996 and is based in Shenzhen, the People's Republic of China.

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.