Summer is always an important time for Disney (NYSE: DIS ) . It's peak season for its theme parks and cruise ships. This is when the family entertainment giant puts out some of its biggest movies, too.
Let's take a look at a few days that Disney -- and Disney investors -- will want to keep an eye on this season.
June 21
Yes, that's today.
Monsters University kicks off its theatrical run today. The prequel to Pixar's wildly successful Monsters, Inc. is already paying dividends in the form of these shows at some of Disney's theme parks, and the movie's success may dictate if a third installment in the franchise is a worthwhile endeavor.
July 3
Another potential summer blockbuster for Disney opens in two weeks. Marketing has intensified for The Lone Ranger, and that's already a good sign for a production that ran into more a few hiccups along the way.
5 Best Dividend Stocks For 2014: Freeport-McMoran Copper & Gold Inc.(FCX)
Freeport-McMoRan Copper & Gold Inc. engages in the exploration, mining, and production of mineral resources. The company primarily explores for copper, gold, molybdenum, silver, and cobalt. It holds interests in various properties, located in North and South America; the Grasberg minerals district in Indonesia; and the Tenke Fungurume minerals district in the Democratic Republic of Congo. As of December 31, 2010, the company?s consolidated recoverable proven and probable reserves totaled 120.5 billion pounds of copper, 35.5 million ounces of gold, 3.39 billion pounds of molybdenum, 325.0 million ounces of silver, and 0.75 billion pounds of cobalt. The company was founded in 1987 and is headquartered in Phoenix, Arizona.
Advisors' Opinion:- [By Income Hunter]
Freeport-McMoRan is down to about 40% of its 2011 high. Just like the entire gold market, the company based out and by early September began to make bullish moves. I suspect Freeport-McMoRan will grow as much as 70% when the 50-day moving average moves above the 200-day moving average.
Jefferies downgraded Alcoa (AA) and has expressed preference for Freeport-McMoRan demonstrating some of the benefits of the QE3. Along with this, operating activities are up and there was a vast improvement in accounts receivables from Q1 to Q2.
I like Freeport-McMoRan because it is an industry leader, drawing investments most likely from QE3, and an improvement of assets will lead to a substantial growth both as a short- and long-term investment.
- [By Roberto Pedone]
One integrated mining player that insiders are buying up a huge amount of stock in here is Freeport-McMoRan Copper & Gold (FCX), which deals in the mining of copper, gold and molybdenum. Insiders are buying this stock into weakness, since shares are off by 17.5% so far in 2013.
Freeport-McMoRan Copper & Gold has a market cap of $27.5 billion and an enterprise value of $50.2 billion. This stock trades at a cheap valuation, with a trailing price-to-earnings of 9.95 and a forward price-to-earnings of 8.92. Its estimated growth rate for this year is -23.9%, and for next year it's pegged at 27.8%. This is not a cash-rich company, since the total cash position on its balance sheet is $3.29 billion and its total debt is $21.22 billion. This stock currently sports a dividend yield of 4.3%.
A director just bought 517,350 shares, or about $14.82 million worth of stock, at $28.64 per share.
From a technical perspective, FCX is currently trending below both its 50-day and 200-day moving averages, which is bearish. This stock has been downtrending over the last five month, with shares dropping from its high of $33 to its recent low of $26.07 a share. Shares of FCX recently formed a double bottom chart pattern at $26.04 to $26.07 a share. Following that bottom, this stock has trended higher to $30.14 a share, but it just failed to hold above its 50-day at $28.60 a share.
If you're bullish on FCX, then I would look for long-biased trades as long as this stock is trending above some near-term support levels at $27 to $26 and then once it takes out its 50-day at $28.60 a share with high volume. Look for a sustained move or close above its 50-day with volume that hits near or above its three-month average action of 17.31 million shares. If we get that move soon, then FCX will set up to re-test or possibly take out its next major overhead resistance levels at $30.14 to $32 a share.
5 Best Dividend Stocks For 2014: New York Mortgage Trust Inc.(NYMT)
New York Mortgage Trust, Inc., together with its subsidiaries, operates as a real estate investment trust (REIT) in the United States. The company engages in acquiring, investing, financing, and managing mortgage-related assets. It primarily invests in agency residential adjustable-rate, hybrid adjustable-rate, and fixed-rate mortgage-backed securities (RMBS); non-Agency RMBS; prime adjustable-rate residential mortgage loans held in securitization trusts; commercial mortgage-backed securities; commercial mortgage loans; and other commercial real estate-related debt investments. The company has elected to be taxed as a REIT and will not be subject to federal income tax if it distributes at least 90% of its REIT taxable income to its stockholders. New York Mortgage Trust, Inc. was founded in 1989 and is headquartered in New York, New York.
10 Best Bank Stocks To Watch For 2014: JDS Uniphase Corporation(JDSU)
JDS Uniphase Corporation provides communications test and measurement solutions, and optical products for telecommunications service providers, wireless operators, cable operators, network-equipment manufacturers, and enterprises worldwide. The company?s Communications Test and Measurement segment supplies instruments, software, and services to enable the design, deployment, and maintenance of communication equipment and networks. Its product portfolio consists of test tools, platforms, software, and services for wireless and fixed networks. The company?s Communications and Commercial Optical Products segment offers components, modules, subsystems, and solutions that are used by communications equipment providers for telecommunications and enterprise data communications. This segment?s products comprise transmitters, receivers, amplifiers, ROADMs, optical transceivers, multiplexers and demultiplexers, switches, optical-performance monitors and couplers, splitters, and circ ulators, which enable the transmission of video, audio, and text data through fiber-optic cables. It also provides various laser products, including diode, direct-diode, diode-pumped solid-state, fiber, and gas lasers for micromachining, materials processing, bioinstrumentation, consumer electronics, graphics, medical/dental, and optical pumping; and photovoltaic products, such as concentrated photovoltaic cells and receivers for generating energy from sunlight, as well as fiber optic-based systems for delivering and measuring electrical power. The company?s Advanced Optical Technologies segment offers optical solutions for security and brand-differentiation applications; and thin film coatings for a range of public and private-sector markets. This segment also provides multilayer product-security solutions that deliver overt, covert, forensic, and digital product and document verification. JDS Uniphase Corporation was founded in 1979 and is headquartered in Milpitas, Califo rnia.
Advisors' Opinion:- [By Eric Fox]
JDS Uniphase (Nasdaq:JDSU) also beat street estimates on earnings and revenues when it reported its results in early February, ending up 38% in February. The company reported non-GAAP earnings of $0.12 per share compared to an estimate of $0.09 per share. It should be noted that the company lost $19.5 million on a GAAPbasis.
- [By he Fiscal Times]
JDS Uniphase (JDSU +0.85%), like Akamai, is a name that will be familiar to anyone who watched the big technology bubble of the 1990s take shape. It has been a volatile ride ever since, and the company's earnings are flagging, but the telecommunications technology provider, which specializes in optical products, offers rising revenues and adequate cash flow. The company got a boost in December from the decision by Piper Jaffray analyst Troy Jensen to boost his price target to $16 from $12 (the stock now trades at about $14 a share). Jensen's bullishness stems from a conviction that spending by telecom companies is about to take an upward turn, and that JDS Uniphase is likely to be one of the beneficiaries as its customers move to improve their network infrastructures later this year. JDS Uniphase climbed 16.2% in December.
5 Best Dividend Stocks For 2014: Snap-On Incorporated(SNA)
Snap-on Incorporated provides tools, equipment, diagnostics, repair information, and systems solutions for professional users. Its products include hand tools, such as wrenches, screwdrivers, sockets, pliers, ratchets, saws and cutting tools, pruning tools, and torque measuring instruments; power tools, including pneumatic, hydraulic, cordless, and corded tools; and tool storage products comprising tool chests, roll cabinets, and tool control systems. The company?s diagnostics and repair information products include handheld and PC-based diagnostics products, service and repair information products, diagnostic software solutions, electronic parts catalogs, business management systems, business services, point-of-sale systems, integrated systems for vehicle service shops, original equipment manufacturer purchasing facilitation services, and warranty management systems and analytics to manage and track performance. Snap-on Incorporated?s equipment products comprise solutions for the diagnosis and service of automotive and industrial equipment, such as wheel alignment, collision repair, air conditioning service, brake service, fluid exchange, transmission troubleshooting, and safety testing equipment, as well as wheel balancers, tire changers, vehicle lifts, test lane systems, battery chargers, and hoists. The company also provides financial services, including business loans and vehicle leases to franchisees; loans to the franchisees? customers; and loans to its industrial and other customers for the purchase of tools, equipment, and diagnostics products. Snap-on Incorporated sells its products and services through mobile vans, franchisees, company-direct sales, distributors, and the Internet in approximately 130 countries, including the United States, the United Kingdom, Canada, Germany, Australia, France, Japan, Spain, Italy, Sweden, the Netherlands, Argentina, China, and Brazil. Snap-on Incorporated was founded in 1920 and is based in Kenosh a, Wisconsin.
5 Best Dividend Stocks For 2014: Amphenol Corporation(APH)
Amphenol Corporation engages in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors; interconnect systems; and coaxial and specialty cables worldwide. Its Interconnect Products and Assemblies segment produces connectors and connector assemblies primarily for the communications, aerospace, industrial, and automotive markets. This segment provides connector and cable assembly products used in communication applications; smart card acceptor and other interconnect devices used in mobile telephones; set top boxes to facilitate reading data from smart cards; fiber optic connectors used in fiber optic signal transmission; backplane and input/output connectors and assemblies used for servers and data storage devices and linking personal computers and peripheral equipment; sculptured flexible circuits used for integrating printed circuit boards; and hinge products used in mobile phone and other mobile communication devices. It also designs a nd produces radio frequency connector products and antennas used in telecommunications, computer and office equipment, instrumentation equipment, local area networks, and automotive electronics. The company?s Cable Products segment produces coaxial cable and connector products used in cable television systems, including full service cable television/telecommunication systems; radio frequency and fiber optic interconnect components for full service cable television/ telecommunication networks; and data cables and specialty cables used to connect internal components in systems with space and component configuration limitations. Amphenol Corporation markets its products directly, as well as through manufacturers? representatives and distributors to original equipment manufacturers, contract manufacturers, cable system operators, and telecommunication companies. The company was founded in 1932 and is headquartered in Wallingford, Connecticut.
Advisors' Opinion:- [By Pat Racaniello]
Amphenol Corp (APH) is our technology pick, a manufacturer of specialty cable and various connectors, including fiber optic ones, for use in electronic devices and the cable television industry. Near the lower band of the 52 week band ($40.44 - $59.11), the last traded price of $43.27 represents an excellent buy opportunity considering the stock is so far below the moving averages (50,100, 200).
The main competition for companies such as Amphenol comes from Taiwanese component makers, that compete at a lower price. Amphenol has a solid market reputation and compared with Molex (MOLX), the free cash flow margin is far ahead at 10% compared to 5% for the latter. Price to earnings is on the industry mark at 14 times, but the concern lies in the dividend payout which is basically nothing (1.91) compared to the industry (26.91).
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