Fidelity has a mutual fund roster filled with stalwarts: portfolios that consistently beat their peers over time, run by solid managers who stay put for decades. Will Danoff, for instance, has managed Contrafund for 23 years. Joel Tillinghast has been at Low-Priced Stock for 24 years. Both Contra and Low-Priced are members of the Kiplinger 25, the list of our favorite no-load funds. But Fidelity has several other funds that are run by an emerging group of stars and that are also worth a look. Here is a rundown of our favorites at the Boston-based behemoth (all figures are through October 16).
See Also: Don't Give Up on the American Funds Stock fundsBlue Chip Growth (FBGRX). This large-company growth fund often veers more toward the ��rowth��part of its name than the ��lue chip��part. For example, some of its best-performing-stocks over the past 12 month are such highfliers as Gilead Sciences, the biotech firm (up 92% over the past 12 months), carmaker Tesla Motors (554%) and Green Mountain Coffee Roasters (201%). Of course, bigger, more-established names that fit the fund�� blue-chip mandate are part of the portfolio, too: Apple (-22.9% over the past year), Coca-Cola (0.3%) and Procter & Gamble (13.5%), to name a few.
Top India Companies To Own For 2015: Colgate-Palmolive Company(CL)
Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products, including toothpaste, toothbrushes, and mouth rinses, as well as dental floss and pharmaceutical products for dentists and other oral health professionals; personal care products, such as liquid hand soap, shower gels, bar soaps, deodorants, antiperspirants, shampoos, and conditioners; and home care products comprising laundry and dishwashing detergents, fabric conditioners, household cleaners, bleaches, dishwashing liquids, and oil soaps. The company offers its oral, personal, and home care products under the Colgate Total, Colgate Max Fresh, Colgate 360 Advisors' Opinion:
- [By Ben Levisohn]
Shares of Procter & Gamble have dropped 3.2% during the past 12 months, lagging Unilever’s (UL) 2.5% rise, Colgate-Palmolive’s (CL) 8.7% advance and Kimberly-Clark’s (KMB) 3.1% gain.
- [By Wallace Witkowski]
Other earnings highlights in the coming week include Dow components McDonald�� Corp. (MCD) , DuPont (DD) , AT&T Inc. (T) , and Procter & Gamble Co. (PG) . Notable S&P 500 companies include Halliburton Co. (HAL) , Netflix Inc. (NFLX) �, Amgen Inc. (AMGN) �, TripAdvisor Inc. (TRIP) �, Amazon.com Inc. (AMZN) �, Colgate-Palmolive Co. (CL) �, Ford Motor Co. (F) �, Dow Chemical Co. (DOW) �, and United Parcel Service Inc. (UPS) �
- [By James Well]
Analysts��Consensus Position on Pfizer
Thirteen analysts including those at TheStreet, Thomson Reuters/Verus, Goldman Sachs, J.P. Morgan, Barclays Capital, Morgan Stanley and Argus Research are optimistic about the performance of Pfizer going forward and, hence, reiterated a consensus buy recommendation at an average target price of $31.78 per share. Last Wednesday, analysts at Goldman Sachs removed Pfizer from Goldman�� conviction buy list (CL) where Pfizer has been since Aug. 9, 2011, and placed it on the buy list but raised its price target from $34 to $35 per share. Jami Rubin, an analyst with Goldman Sachs, claimed that Pfizer has gone up by 82.5% since being added to the CL as against 53.9% for the S&P 500 during the period and, therefore, there was the need to replace Pfizer with AbbVie at a price target of $60 because they claimed AbbVie has greater upside at this time.
Top Blue Chip Stocks To Watch For 2014: Apple Inc.(AAPL)
Apple Inc., together with subsidiaries, designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. The company sells its products worldwide through its online stores, retail stores, direct sales force, third-party wholesalers, resellers, and value-added resellers. In addition, it sells third-party Mac, iPhone, iPad, and iPod compatible products, including application software, printers, storage devices, speakers, headphones, and other accessories and peripherals through its online and retail stores; and digital content and applications through the iTunes Store. The company sells its products to consumer, small and mid-sized business, education, enterprise, government, and creative markets. As of September 25, 2010, it had 317 retail stores, including 233 stores in the United States and 84 stores internationally. The company, formerly known as Apple Computer, Inc., was founded in 1976 and is headquartered in Cupertino, California.
Advisors' Opinion:- [By Michael J. Carr]
Einhorn selects investments with a traditional value approach, although he may not be as patient as a typical value investor. Einhorn took Apple (Nasdaq: AAPL) to court in an effort to force the company to return cash to shareholders, and more recently challenged Oil States International (NYSE: OIS) to unlock shareholder value.
- [By Steve Heller]
According to a recent Raymond James survey, Apple (NASDAQ: AAPL ) users are more likely to upgrade compared to Google Android users. Also, the survey reinforced the fact that Apple's retention rate remains higher than the competition at 81.4%. In this video, Motley Fool contributor Steve Heller discusses how a strong retention rate coupled with the Apple halo effect gives investors a ripe opportunity over the long term.
Top Blue Chip Stocks To Watch 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 Ben Levisohn]
It’s that time of the year, the one where investors buy the year’s losers–like�International Business Machines (IBM), BHP Billiton (BHP) and�Rio Tinto (RIO)–on the expectation that they will pop once the new year begins.
- [By Laura Brodbeck]
Stocks moving in the pre-market included:
Yahoo! Inc. (NASDAQ: YHOO) gained 1.29 percent in premarket trade after rising 1.64 percent on Monday First Solar Inc. (NASDAQ: FSLR) rose 0.41 percent in premarket trade after gaining 21.46 percent over the past week International Business Machines Inc. (NYSE: IBM) gained 0.39 percent in premarket trade after dropping 7.55 percent over the past five days.Earnings
- [By John Maxfield]
The reason the Dow is underperforming its broader counterpart, in turn, is that its most heavily weighted component, IBM (NYSE: IBM ) , is getting absolutely slammed today, down by 8% in afternoon trading. Selling for $190 per share, the technology and business services giant accounts for almost 11% of the Dow's daily deviations.
Top Blue Chip Stocks To Watch For 2014: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Jake L'Ecuyer]
Top Headline
McDonald's (NYSE: MCD) reported better-than-expected fourth-quarter earnings.McDonald's quarterly earnings rose to $1.397 billion, or $1.40 per share, versus a year-ago profit of $1.396 billion, or $1.38 per share.
- [By Monica Gerson]
(c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Around the Web, We're Loving... Learn to Use Trading Platforms Like Hedge Fund Traders do Rumsfeld: Denial of Benefits to Fallen Soldiers' Families 'Inexcusable' Come See How the Pro's Trade in this Exclusive Webinar Facebook, Baidu Lead Big Caps Beating Shutdown What Should You Know About AMZN? Most Popular SLIDESHOW: iWatch Supplier, iPad Event And More From The Third Week Of October Earnings Expectations For The Week Of October 21: The Crunch Is On Netflix Earnings Preview: Eyes On Subscriber Growth McDonald's Earnings Preview: Was The Menu Tinkering Worth It? (MCD) New Startup GroupFlix Is Netflix A La Carte Barron's Recap: Return Of The Bulls - [By abirk] and operates in approximately 34,000 restaurants in 120 countries around the world. Recently, most of the company's growth efforts has been concentrated abroad, and international growth has been booming.
However, the company has the resources and innovative muscle to acclimate itself to the challenge. It now needs to exhibit the patience and determination to keep experimenting with its menu and alternative revenue streams to preserve its vaunted, decades-long success.
Raining Dividends
McDonald�� is a dividend rich company. The dividend has grown from $2.05 a share in 2009 to $3.12 for 2013, a CAGR of 11%. The payout ratio has crept up from 49% in 2009 to 56% (projected) in 2013, which still leaves the company plenty of room to grow their dividend.
It is one of the highest-yielding stocks in the sector, and its current dividend yield is close to 3.4%. The company has a long history of growing its quarterly dividend, and its annual dividend increase comes after the third quarter of the year. At the moment, the stock pays an annual dividend of $3.24, up from $3.04 for the last year. Due to the solid dividend yield, the stock has attracted a large number of investors over the last few years.
Partnership Plans
McDonald�� Corp. is partnering with Kraft Foods Group Inc. (KRFT). to sell McCafe packaged coffee in U.S. grocery stores in various test markets. The coffee will be sold this year in whole-bean, ground and single-cup formats for use in brewers such as Green Mountain Coffee Roasters Inc. (GMCR)'s Keurig machines.
McDonald�� has been selling its McCafe beverages in its restaurants for several years, an effort to compete with big java-selling chains such as Starbucks Corp (SBUX) and Dunkin��Brands Group Inc. (DNKN). The move has been one of McDonald�� more successful initiatives in recent years.
Plans in India
MCD has a relatively small market in India, so the beef-centric fast-food chain plans
- [By Core Equity Research]
The performance of the restaurant industry is generally perceived to have close ties with the overall activity in the economy. Therefore, the recovery in the US economy indicated by the recent statistics regarding consumer confidence is likely to be reflected in the stock prices of restaurant companies as well. At the same time, the food business is essentially perceived to be robust compared to economic and financial shocks because of the inelastic nature of the demand for its products. McDonald's Corporation (MCD) is one of the largest players in the international restaurant business with the market capitalization of $99.3 billion and annual revenues of $27.6 billion in FY12. Over the years, the company has been able to strengthen its balance sheet substantially while supporting its growth prospects and earning the trust of its investors. The company's balance approach towards growth, financial stability and investor considerations is exemplary for any mature business entity.
Top Blue Chip Stocks To Watch For 2014: Philip Morris International Inc(PM)
Philip Morris International Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States. Its international product brand line comprises Marlboro, Merit, Parliament, Virginia Slims, L&M, Chesterfield, Bond Street, Lark, Muratti, Next, Philip Morris, and Red & White. The company also offers its products under the A Mild, Dji Sam Soe, and A Hijau in Indonesia; Diana in Italy; Optima and Apollo-Soyuz in the Russian Federation; Morven Gold in Pakistan; Boston in Colombia; Belmont, Canadian Classics, and Number 7 in Canada; Best and Classic in Serbia; f6 in Germany; Delicados in Mexico; Assos in Greece; and Petra in the Czech Republic and Slovakia. It operates primarily in the European Union, Eastern Europe, the Middle East, Africa, Asia, Canada, and Latin America. The company is based in New York, New York.
Advisors' Opinion:- [By Editor , Dividend Growth Investor]
Philip Morris� (PM), through its subsidiaries, manufactures and sells cigarettes and other tobacco products. This dividend machine has rewarded shareholders with a dividend increase since being spun-offs from Altria Group (MO) in 2008.
- [By Rich Smith]
The commonly accepted wisdom in the cigarette industry goes something like this: Smoking is in decline in the United States. Therefore, if you want to make money on tobacco, you must look abroad. You must buy Philip Morris International (NYSE: PM ) stock.
- [By Bill Maurer]
Philip Morris (PM):
Philip Morris saw a surprise short interest drop of more than 20% during the final two weeks of March. More than 2.5 million of the roughly 12.2 million shares short were covered, stopping the recent rise in short interest that you can see in the chart below.
Top Blue Chip Stocks To Watch For 2014: Visa Inc.(V)
Visa Inc., a payments technology company, engages in the operation of retail electronic payments network worldwide. It facilitates commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses, and government entities. The company owns and operates VisaNet, a global processing platform that provides transaction processing services. It also offers a range of payments platforms, which enable credit, charge, deferred debit, debit, and prepaid payments, as well as cash access for consumers, businesses, and government entities. The company provides its payment platforms under the Visa, Visa Electron, PLUS, and Interlink brand names. In addition, it offers value-added services, including risk management, issuer processing, loyalty, dispute management, value-added information, and CyberSource-branded services. The company is headquartered in San Francisco, California.
Advisors' Opinion:- [By Ben Levisohn]
The Fed minutes suggested a dovish course for monetary policy, helping to boost stocks as Visa (V), Boeing (BA), Facebook (FB), Vertex Pharmaceuticals (VRTX) and International Business Machines (IBM) rose.
Bloomberg NewsThe S&P 500 gained 1.1% to 1,872.18 today, while the Dow Jones Industrial Average rose 140.35 points, or 0.9%, to 16,396.30. The Nasdaq Composite advanced 1.7% to 4,183.90, its biggest gain in more than a month.
The price-weighted Dow got a boost from Visa, which rose 2.4% to $207.54, Boeing, which advanced 2.2% to $126.88, and International Business Machines, which gained 1.7% to $196.64. The S&P 500 and Nasdaq got a lift from Facebook, which jumped 7.3% to $62.41, and Vertex Pharmaceuticals, which climbed 7% to $69.95.
Remember: The Federal Reserve’s last meeting spooked investors when its forecasts suggested that the timing to a hike had accelerated. Today, the minutes from that meeting suggest that the Fed is not as hawkish as it might have seemed. Among the headlines: “Several Fed Officials Said Forecast Overstated Rate Rise Pace.”
Jefferies’ Thomas Simons ponders the disconnect between the Fed’s forecasts and its minutes:
One wonders why the forecasts are what they are if FOMC members think that they overstate the likely pace of rates.
Nonetheless, the Minutes appear to be trying to soften the hawkish interpretation of the March 18-19th FOMC statement and Chair Yellen’s post-meeting press conference comments.� The headlines reiterate the “slack” in the labor market and acknowledge some risk that the weakness in Q1 came as a result of a fundamental breakdown as opposed to just poor weather.
On a quick read, the Minutes appear to be quite dovish.
Interactive Brokers’ Andrew Wilkinson explains why the market likes the minutes:
The minutes revealed that the FOMC held a video conference two weeks prior to the schedul
Top Blue Chip Stocks To Watch For 2014: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [By Matt DiLallo]
After lots of speculation, oil and gas giant Chevron (NYSE: CVX ) has finally come to terms on a joint development agreement with Argentine national oil company YPF (NYSE: YPF ) . The $1.24 billion deal will help further the development of oil and gas at Argentina's Vaca Muerta formation. Vaca Muerta, which in Spanish means "dead cow," holds more hope for both Chevron and Argentina than that name might imply, as it's estimated to hold 27 billion barrels of technically recoverable oil.
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