Last November, I announced my intention to create a portfolio of 10 companies that investors had effectively thrown away and given up on, in the hope of showing that deep-value investing, and contrarian thinking, can actually be a very successful investing method. I dubbed this the "One Person's Trash Is Another Person's Treasure" portfolio and, over a 10-week span, I highlighted companies that I thought fit this bill and would expect to drastically outperform the benchmark�S&P 500�over the coming 12 months. If you're interested in the reasoning behind why I chose these companies, then I encourage you to review my synopsis of each portfolio selection:
Exelon QLogic Dendreon Dell Staples Arkansas Best Arch Coal Skullcandy France Telecom XeroxNow, let's get to the portfolio and see how it fared this week:
Top 10 Up And Coming Stocks To Invest In Right Now: First Interstate BancSystem Inc.(FIBK)
First Interstate BancSystem, Inc. operates as the bank holding company for First Interstate Bank that provides commercial and consumer banking services. Its deposit products include checking, savings, time, and demand deposits; and repurchase agreements primarily for commercial and municipal depositors. The company?s loan portfolio consists of a mix of real estate, consumer, commercial, agricultural, and other loans, including fixed and variable rate loans. Its real estate loans comprise commercial real estate, construction, residential, agricultural, and other real estate loans. The company also provides a range of trust, employee benefit, investment management, insurance, agency, and custodial services to individuals, businesses, and nonprofit organizations. These services include the administration of estates and personal trusts; management of investment accounts for individuals, employee benefit plans, and charitable foundations; and insurance planning. It serves indi viduals, businesses, municipalities, and other entities in various industries, including energy, healthcare and professional services, education and governmental services, construction, mining, agriculture, retail and wholesale trade, and tourism. The company operates 72 banking offices in 42 communities located in Montana, Wyoming, and western South Dakota. First Interstate BancSystem, Inc. was incorporated in 1971 and is headquartered in Billings, Montana.
Top 10 Up And Coming Stocks To Invest In Right Now: Morgans Hotel Group Co.(MHGC)
Morgans Hotel Group Co., a hospitality company, engages in the acquisition, ownership, operation, development, and redevelopment boutique hotels, nightclubs, restaurants, bars, and other food and beverage venues. It has operations primarily in the United States, Europe, and internationally. The company was incorporated in 2005 and is based in New York, New York.
Top 5 China Stocks To Own For 2014: United Industrial Corp Ltd (U06.SI)
United Industrial Corporation Limited, an investment holding company, engages in the development of and investment in properties in Singapore and China. It operates in four segments: Property Investment, Property Trading, Hotel Operations, and Technologies. The Property Investment segment leases commercial office property; provides property management services; and invests in retail centers. The Property Trading segment develops properties for trading. The Hotel Operations segment operates hotels and restaurants. The Technologies segment distributes computers and related products; and provides systems integration and networking infrastructure services. The company also operates food courts. The company was incorporated in 1963 and is based in Singapore.
Top 10 Up And Coming Stocks To Invest In Right Now: NVE Corporation(NVEC)
NVE Corporation engages in the development and sale of devices that use spintronics, a nanotechnology that relies on electron spin to acquire, store, and transmit information. It manufactures high-performance spintronic products, including sensors and couplers used to acquire and transmit data. The company?s products comprise standard sensors to detect the presence of a magnet or metallic material to determine position or speed; and custom and medical sensors primarily for medical devices to replace electromechanical magnetic switches. It also offers spintronic couplers, including passive-input couplers, digital-input couplers, and isolated network couplers in various series. In addition, the company licenses the spintronic magnetoresistive random access memory technology, as well as provides contract research and development services. NVE Corporation sells its products through distributors, principally in the United States, Europe, and Asia. The company was founded in 19 82 and is headquartered in Eden Prairie, Minnesota.
Top 10 Up And Coming Stocks To Invest In Right Now: Omega Healthcare Investors Inc.(OHI)
Omega Healthcare Investors, Inc. operates as a real estate investment trust (REIT) in the United States. The company invests in healthcare facilities, principally long-term healthcare facilities in the United States. It provides lease or mortgage financing to qualified operators of skilled nursing facilities (SNFs), as well as to assisted living facilities (ALFs), independent living facilities (ILFs), and rehabilitation and acute care facilities. As of March 31, 2011, the company?s portfolio of real estate investments consisted of 400 healthcare facilities, including 370 SNFs, 10 ALFs, 5 specialty facilities, fixed rate mortgages on 13 SNFs, and 2 SNFs that are held-for-sale located in 35 states. Omega Healthcare Investors, Inc. has been qualified as a REIT for federal income tax purposes. As a REIT, it would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its shareholders. The company was founded in 1992 and is bas ed in Hunt Valley, Maryland.
Top 10 Up And Coming Stocks To Invest In Right Now: Zingmobile Group Ltd(ZMG.AX)
Zingmobile Group Limited, an investment holding company, publishes value-added mobile content, services, and applications for the mobile market primarily in Singapore. It provides ecommerce and mobile content services, technology related services, and mobile marketing solutions. The company also involves in the sale and licensing of multimedia applications. It offers Alchemy Platform that provides the tools to package, deliver, store, publish, analyze, review, and bill products and services, as well as manages and supports the delivery processes, including testing and quality control, pricing and packaging, catalogue management, and mobile device profiling. In addition, the company also offers Mobile 2.0, which provides various ways of payment and enables customers to download mobile contents on to their mobiles; and Mobiletainment that delivers mobile media contents to approximately 500 million mobile subscribers in the Asia Pacific region. It delivers its content, servic es, and applications through various advertising mediums, which include print media, television, and radio. Zingmobile Group Limited was founded in 2002 and is headquartered in Singapore.
Top 10 Up And Coming Stocks To Invest In Right Now: Multi-chem Limited (M06.SI)
Multi-Chem Limited, an investment holding company, provides printed circuit board (PCB) manufacturing services primarily in precision drilling to PCB fabricators in Singapore, the People�s Republic of China, and internationally. It offers mechanical and laser drilling, and routing services. The company also distributes a range of specialty chemicals for surface treatment, electroless copper plating, tin/tin lead stripping, and micro-etching; and PCB-related materials and equipment, such as plating systems, pulse rectifiers for copper plating, copper anodes and tin anodes for electroplating, entry and back-up materials for drilling, non-woven brushes to ensure clean copper surface with suitable roughness, dry film and liquid photoresist, CCL and prepreg, tacky rollers, tack cloth/wipes, and cleaning machine to remove foreign particles on PCBs. In addition, it distributes hardware and software relating to Internet and network products, including Internet security, WAN optim ization, network management, and video conferencing products, as well as provides installation, maintenance, and related technical services for such products. Further, the company offers software consultancy and implementation services. Multi-Chem Limited was founded in 1985 and is headquartered in Singapore.
Top 10 Up And Coming Stocks To Invest In Right Now: Silver Standard Resources Inc(SSRI)
Silver Standard Resources Inc. engages in the exploration, development, and production of mineral resource properties in Argentina, Australia, Canada, Chile, Mexico, Peru, and the United States. The company primarily explores for silver, gold, tin, zinc, lead, and copper deposits. Its principal projects include Pirquitas project located in the Province of Jujuy, Argentina; San Luis project in central Peru; Pitarrilla and San Agustin projects in Durango State, Mexico; and Diablillos project in Salta Province, Argentina. The company was formerly known as Consolidated Silver Standard Mines Limited and changed its name to Silver Standard Resources Inc. on April 9, 1990. Silver Standard Resources Inc. was founded in 1946 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By ChemTrade]
Silver Standard (NASDAQ: SSRI) has the largest in-ground silver resource of any publicly-traded primary silver company, with a pipeline of 15 projects ranging from grassroots exploration to production in Argentina, Peru, Mexico, Canada, Chile, the United States, and Australia.
Silver Standard expects to produce a total of 8.5 million ounces of silver in 2011.
- [By Jim Lowell]
Silver Standard's transition to production from exploration has inevitably led to many challenges for the company; but its high-quality assets and new leadership are keeping the eyes of investors glued to the company.
For the third quarter ended September, Silver Standard reported loss of 10 cents a share vs. loss of 6 cents that Wall Street was expecting, as the company experienced lower-than-expected silver production and higher-than-expected interest expense, cash costs and income tax. Adjusting for foreign-exchange loss and stock-based compensation, Silver Standard reported loss of 4 cents a share vs. loss of 2 cents that industry observers such as BMO was expecting. The impact of the loss on BMO's view of the stock was “slightly negative,” leading BMO analyst Andrew Kaip to maintain a market perform rating on the stock.
“They're in the bridge period where they're moving from having been a very successful exploration company finding silver to now trying to ramp up the mines into production,” says TEAMX's Dailey; and with that comes with a natural set of challenges that can be political, environmental, weather-related and permitting related.
Still, Dailey believes that as long as silver prices continue to cooperate; and given Silver Standard's high-quality assets, the stock's relative underperformance “could be laying the groundwork for outperformance as we go forward.” In his opinion, the company's logistical issues are short term.
In August, Silver Standard brought in new CEO John Smith. A veteran of the mining industry, Smith had spent the last 18 years of his career with mining giant BHP Billiton.
Top 10 Up And Coming Stocks To Invest In Right Now: Cityneon Holdings Limited (5HJ.SI)
Cityneon Holdings Limited, an investment holding company, provides event and exhibition services primarily in Singapore, the Middle East, Malaysia, the Asia Pacific, the United States, and Europe. It engages in the provision of design and building services for museums and visitor galleries, interior architecture, shop fit-outs, custom built exhibition pavilions, and road shows; event organizing, management, and event marketing services; electrical services for exhibitions and event management industries; and exhibitions and event management services, such as the rental of reusable modules and furnishings, road shows, and custom-built pavilions. The company also provides management, projects, logistics, and ownership services for events and festivals; management, human resource, and general office administration services; and interior and exterior decoration services for offices, commercial buildings, shop, museums, and theme parks, as well as designs and offers services fo r trade fairs, exhibitions, and displays. In addition, the company involves in the design, building, construction, manufacture, and trade of projects and components of water features, landscapes, thematic parks, thematic events, thematic leisure, and entertainment outlets; and design and production of environmental graphic materials, including banners, posters, bill-boards, and general signages for event and exhibition venues. Further, it provides exhibitions information consultation, economic information and enterprise management consultation, exhibition and event activities display design management, enterprise image and marketing management, stage design management, exhibition etiquette consultation, and showroom display design management services. The company was founded in 1956 and is headquartered in Singapore. Cityneon Holdings Limited is a subsidiary of Laviani Pte. Ltd.
Top 10 Up And Coming Stocks To Invest In Right Now: Westmoreland Coal Company(WLB)
Westmoreland Coal Company operates as an energy company in the United States. The company, through its subsidiaries, engages in the production and sale of sub-bituminous coal and lignite to electricity generating plants; and the ownership of power plants in North Carolina. It owns 5 surface coal mines in Montana, North Dakota, and Texas; and 2 coal-fired power generating units with a capacity of approximately 230 megawatts in Weldon, North Carolina. As of December 31, 2010, Westmoreland Coal Company had estimated proven and probable coal reserves of 389.9 million tons. The company was founded in 1854 and is headquartered in Englewood, Colorado.
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