The latest buy for my Special Situations portfolio is Ryman Hospitality (NYSE: RHP ) . The company operates four of the top 10 largest convention hotels in the U.S., and it converted to a REIT late last year, making it more likely to trade for a higher multiple. In March, I bought $2,000 of the stock, and it has since done little but go down. But Ryman is a solid company with premier properties that deserves to trade at a premium to peers, rather than a steep discount. So I'm adding another $1,000 to my position.
A brief recap
In my original write-up, I pointed out why you should love Ryman:
Why it's cheap now
The stock traded to the mid-$40s following its conversion, but since then, the stock has been hit by a few different winds:
Top 10 Recreation Companies To Buy Right Now: Oracle Corporation(ORCL)
Oracle Corporation, an enterprise software company, develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide. It licenses of database and middleware software, including database management software, application server software, service-oriented architecture and business process management software, data integration software, business intelligence software, identity and access management software, content management software, portals and user interaction software, development tools, and Java; and applications software comprising enterprise resource planning, customer relationship management, enterprise performance management, supply chain management, business intelligence applications, enterprise portfolio project management, Web commerce, and industry-specific applications software. The company also offers customers with rights to unspecified software product upgrades and maintenance releases; Internet access to technical content; and Internet and telephone access to technical support personnel. In addition, its hardware systems products consist of computer server and hardware-related software, including the Oracle Solaris Operating System; and storage products, such as tape, disk and networking solutions for open systems and mainframe server environments. Its hardware systems support solutions include software updates for the software components. Further, the company offers consulting solutions in business and IT strategy alignment, enterprise architecture planning and design, initial product implementation and integration, and ongoing product enhancements and upgrades; cloud services, including Oracle Cloud Services and Advanced Customer Services; and education solutions comprising instructor-led, media-based, and Internet-based training in the use of its software and hardware products. The company was founded in 1977 and is headquartered in Redwood Ci ty, California.
Advisors' Opinion:- [By Dividend]
Oracle (ORCL) has a market capitalization of $151.97 billion. The company employs 120,000 people, generates revenue of $37,180.00 million and has a net income of $10.925 billion. Oracle�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $17.363 billion. The EBITDA margin is 46.70 percent (the operating margin is 39.49 percent and the net profit margin 29.38 percent).
- [By Dan Caplinger]
TIBCO Software (NASDAQ: TIBX ) will release its quarterly report on Thursday, and investors have looked increasingly uncertain about whether the enterprise infrastructure and IT integration software maker can continue to produce solid share-price gains. Even though the company has managed to fend off much larger rivals IBM (NYSE: IBM ) and Oracle (NYSE: ORCL ) thus far, TIBCO has a long way to go before it can ultimately declare victory over them and the rest of its competition.
Best Cheap Companies To Own 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 Ben Levisohn]
They offer 40 stocks that meet the criteria, with the caveat that investors should “use this screen as a starting point for identifying stocks likely to reverse 2013 underperformance in 1Q 2014,” not as a blanket recommendation. Potential winners include such big names as Ford (F), Wal-Mart (WMT), Target (TGT), Abbott Laboratories (ABT) and Freeport-McMoRan Copper & Gold (FCX).
- [By Jim Mueller]
Digging deeper
When Freeport-McMoRan Copper & Gold (NYSE: FCX ) announced that it was purchasing McMoRan Exploration and Plains Exploration & Production for cash and stock last December, I really didn't like it. However, often the best action with one's investments is to not trade on news like that. (And you'll save from not paying commissions or capital gain taxes.)
Best Cheap Companies To Own For 2014: International Business Machines Corporation(IBM)
International Business Machines Corporation (IBM) provides information technology (IT) products and services worldwide. Its Global Technology Services segment provides IT infrastructure and business process services, including strategic outsourcing, process, integrated technology, and maintenance services, as well as technology-based support services. The company?s Global Business Services segment offers consulting and systems integration, and application management services. Its Software segment offers middleware and operating systems software, such as WebSphere software to integrate and manage business processes; information management software for database and enterprise content management, information integration, data warehousing, business analytics and intelligence, performance management, and predictive analytics; Tivoli software for identity management, data security, storage management, and datacenter automation; Lotus software for collaboration, messaging, and so cial networking; rational software to support software development for IT and embedded systems; business intelligence software, which provides querying and forecasting tools; SPSS predictive analytics software to predict outcomes and act on that insight; and operating systems software. Its Systems and Technology segment provides computing and storage solutions, including servers, disk and tape storage systems and software, point-of-sale retail systems, and microelectronics. The company?s Global Financing segment provides lease and loan financing to end users and internal clients; commercial financing to dealers and remarketers of IT products; and remanufacturing and remarketing services. It serves financial services, public, industrial, distribution, communications, and general business sectors. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. IBM was founded in 1910 and is based in Armonk, New York.
Advisors' Opinion:- [By Dan Caplinger]
The Dow suffered greater losses than the overall market largely because of the influence of IBM (NYSE: IBM ) , which fell 2.6%. Rival Accenture (NYSE: ACN ) , which is the major competitor against IBM in the lucrative information-technology consulting business, gave reduced guidance for full-year results when it reported earnings last night. Pointing to weakness in its consulting business, Accenture cut the midpoint of its earnings forecast range by about 2% and pushed down its expected range for revenue growth to just 3% to 4%. Accenture fell 13% on the news, but investors concluded that prospects for the entire industry were weak and therefore bid IBM down in sympathy. Since IBM's share price is by far the largest in the Dow, the loss had a big overall impact on the entire average.
- [By John Divine]
While ending as the third-biggest blue chip gainer Monday, International Business Machines (NYSE: IBM ) is far and away the stock with the most ability to move the Dow. Singlehandedly responsible for nearly 10% of the index's movements, IBM's 1% advance today helped put the Dow firmly in the green. With the IT bigshot's second-quarter report set to come out Wednesday, Big Blue may continue to dictate the mood of the markets this week; analysts expect profits to grow between 5% and 6%.
- [By Mani]
International Business Machines Corp. (NYSE:IBM) is expected to report low double-digit growth in earnings when it announces fourth quarter financial results on�Jan. 21.
Best Cheap Companies To Own For 2014: CVS Corporation(CVS)
CVS Caremark Corporation operates as a pharmacy services company in the United States. The company?s Pharmacy Services segment provides a range of pharmacy benefit management services, including mail order pharmacy services, specialty pharmacy services, plan design and administration, formulary management, and claims processing; and drug benefits to eligible beneficiaries under the Federal Government?s Medicare Part D program. This segment primarily serves employers, insurance companies, unions, government employee groups, managed care organizations and other sponsors of health benefit plans, and individuals. As of December 31, 2010, it operated 44 retail specialty pharmacy stores, 18 specialty mail order pharmacies, and 4 mail service pharmacies located in 25 states, Puerto Rico, and the District of Columbia. This segment operates business under the CVS Caremark Pharmacy Services, Caremark, CVS Caremark, CarePlus CVS/pharmacy, CarePlus, RxAmerica, Accordant, and TheraCom names. The company?s Retail Pharmacy segment sells prescription drugs, over-the-counter drugs, beauty products and cosmetics, seasonal merchandise, greeting cards, and convenience foods through its pharmacy retail stores and online, as well as offers film and photo finishing, and health care services. This segment operated 7,182 retail drugstores located in 41 states, Puerto Rico, and the District of Columbia; and 560 retail health care clinics in 26 states and the District of Columbia under the MinuteClinic name. It has a strategic alliance with Alere, L.L.C. for the management of disease management program offerings that cover chronic diseases, such as asthma, diabetes, congestive heart failure, and coronary artery disease. CVS Caremark Corporation was founded in 1892 and is based in Woonsocket, Rhode Island.
Advisors' Opinion:- [By Chad Fraser]
Big Moves Are Reshaping Baxter
Baxter shares have risen 6.8% year-to-date, below the S&P 500�� 7.6% gain. But even though the stock hasn�� caused a lot of buzz with investors, management has made a number of important moves in the past two years.
The first came in late 2012, when the company acquired Gambro AB for US$4.0 billion, marking the biggest acquisition in its 83-year history. Sweden-based Gambro makes dialysis products for patients with acute and chronic kidney disease. The company is the world�� second-largest manufacturer of dialysis machines, after Germany�� Fresenius.
Baxter already had a presence in the dialysis market but mainly focused on in-home equipment, while Gambro�� products are mostly used in clinics.
This is a large and growing market for the company: according to the Baxter, approximately two million people worldwide are on some form of dialysis, and that number is growing by more than 5% annually due to rising rates of diabetes and hypertension.
Another major move came in March, when Baxter announced that it would break itself into two separate firms along the lines of its current divisions; it aims to complete the split in mid-2015.
��he breakup makes sense because the two units have separate profiles, with the medical devices business being more defensive, while the biopharmaceuticals unit grows faster, albeit with greater risk,��wrote Springer.
One of those risks is rising competition. For example, Biogen Idec�� (NasdaqGS: BIIB) Eloctate hemophilia A therapy received FDA approval in June. Eloctate could become a significant competitor to Baxter�� Advate treatment, which controls about 35% of the market. But Advate has the advantage of being well established: it was approved more than a decade ago and is now used in 64 countries.
Eloctate is expected to cost roughly the same as Advate, but it requires fewer injections. Baxter is currently developing a longer-
Best Cheap Companies To Own For 2014: Sirius XM Radio Inc.(SIRI)
Sirius XM Radio Inc. provides satellite radio services in the United States and Canada. It broadcasts a programming lineup of approximately 135 channels of commercial-free music, sports, news and information, talk and entertainment, traffic, and weather on subscription fee basis through two satellite radio systems in the United States; and holds an interest in the satellite radio services offered in Canada. The company also simulcasts music and selected non-music channels over the Internet; and offers applications to allow consumers to access its Internet services on mobile devices. As of December 31, 2010, it had 20,190,964 subscribers. In addition, the company designs, establishes specifications, sources or specifies parts and components, and manages various aspects of the logistics and production of satellite radios; licenses its technology to various electronics manufacturers to develop, manufacture, and distribute radios under various brands; and imports radios distri buted through its Websites. The company?s satellite radios are primarily distributed through automakers, retailers, and its Websites. Further, it provides music services for commercial establishments; a satellite television service to offer music channels as part of certain programming packages on the DISH Network satellite television service; music and comedy channels to mobile phone users through mobile phone carriers; Backseat TV, a service offering television content designed primarily for children in the backseat of vehicles; Travel Link, a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and real-time traffic and weather services. The company was formerly known as Sirius Satellite Radio Inc. and changed its name to Sirius XM Radio Inc. in August 2008. Sirius XM Radio Inc. was founded in 1990 and is headquartered in New York, New York.
Advisors' Opinion:- [By Jake L'Ecuyer]
Liberty Media (NASDAQ: LMCA) was also up, gaining 8.56 percent to $136.94 after the company dropped its bid to buy SiriusXM (NASDAQ: SIRI). The company will reclassify common stock to create two groups.
- [By Rick Munarriz]
Shares of Sirius XM Radio (NASDAQ: SIRI ) hit yet another five-year high earlier this week, but you wouldn't know if from the shorts that just can't seem to give up their bearish dreams.
Best Cheap Companies To Own For 2014: Ur Energy Inc(URG)
Ur-Energy Inc., an exploration stage junior mining company, engages in the identification, acquisition, evaluation, exploration, and development of uranium mineral properties. The company has 13 projects located in Wyoming and Nebraska, the United States; and 3 exploration projects located in the Northwest Territories and Nunavut, Canada. Its landholdings cover approximately 90,000 acres in the United States and approximately 140,000 acres in Canada. The company was founded in 2004 and is headquartered in Littleton, Colorado.
Advisors' Opinion:- [By James E. Brumley]
You know, were it just Uranium Resources, Inc. (NASDAQ:URRE) or just Ur-Energy Inc. (NYSEMKT:URG) or just Uranerz Energy Corp. (NYSEMKT:URZ) making a decided bullish move, I might be able to dismiss it. Similarly, if URZ had only been moving higher for one or two days (or only URG or only URRE), it might be easy to not be impressed. Neither of those situations has been the actual case, however. All three stocks have been moving upward for several days now, quite a bit, on noticeably higher volume. There's something "going on", as it were, and if prior group-wide movements are any clue, it's the kind of move worth tapping into.
- [By The Energy Report]
JH: There are several companies that are in production that we follow in the U.S., such as Cameco Corp. (CCJ). Cameco produces at the Smith Ranch-Highland in the Powder River Basin. There's Uranium One, also in the Powder River Basin. There's Uranium Energy Corp. (UEC). A few near-term producers are rapidly coming online. Ur-Energy Inc. (URG) is one company we like in Wyoming.
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