Bes Stocks To Buy 2014, Best Stocks For 2014: Great Food Stocks For November 2014

Wednesday, February 29, 2012

Great Food Stocks For November 2014

SunPower reported results last night that topped analysts' expectations and exploded higher in trading today. The company said shipments would be about 10% stronger than previously expected and its inventory and accounts receivables would be down. In the U.S. market, First Solar (Nasdaq: FSLR ) said it had cleared up its permitting issues that had held up a DOE loan.

Put all of this news together and you have investors excited that solar companies will continue to report strong fourth-quarter results and stocks will continue to rise.

The question now is: Should you buy today's pop? I'm heavily invested in solar and look at today as more of a holding opportunity than a buying opportunity. Solar stocks sank earlier this week when word came out that Germany may be preparing a massive cut to feed-in tariff rates, and when details surface, investors may shelter their bullishness.

Pullbacks, like the one we experienced earlier this week, are much better opportunities to jump in. I'm also waiting to hear more detail from Chinese companies about how strong demand in Germany and China will be in 2014. SunPower focused heavily on the U.S. market, where it dominates, but other manufacturers rely heavily on Europe and China and could provide more insight into solar power's future demand there.

Great Food Stocks For November 2014:1-800 FLOWERS.COM Inc. (FLWS)

1-800-Flowers.com, Inc. together with its subsidiaries, operates as a florist and gift retailer in the United States. The company offers a range of products, including fresh-cut flowers, floral arrangements and plants, gifts, popcorn, gourmet foods and gift baskets, cookies, chocolates, candy, and wine through its telephonic and online sales channels, company-owned and operated retail floral stores, and franchised stores. It provides gourmet gifts, such as popcorn and specialty treats through thepopcornfactory.com; cookies and baked gifts through cheryls.com; chocolates and confections through fanniemay.com and harrylondon.com; gift baskets and towers through 1800baskets.com; Celebrations brand party ideas and planning tips through celebrations.com; and customizable invitations, announcements, and greeting cards through finestationery.com. As of July 3, 2011, the company operated 2 floral retail stores, 1 fulfillment center, and approximately 100 franchised stores located within the United States. It has strategic online relationships with Facebook, Google, AOL, Yahoo!, and Microsoft. The company was founded in 1976 and is headquartered in Carle Place, New York.

Advisors' Opinion:

By Curtis Hesler At 2011-9-11
1-800-FLOWERS.COM, Inc. is a florist and gift shop. The company offers a range of products, including fresh-cut flowers, floral arrangements and plants, gifts, popcorn, gourmet foods and gift baskets, cookies, chocolates, candy and wine. Its EPS forecast for the current year is 0.05 and next year is 0.12. According to consensus estimates, its topline is expected to decline 1.91% current year and grow 4.91% next year. It is trading at a forward P/E of 26. Out of four analysts covering the company, one is positive and has a buy recommendation and three have hold ratings.

Great Food Stocks For November 2014:Terra Nitrogen Company L.P. (TNH)

Terra Nitrogen Company, L.P. engages in the production and sale of nitrogen fertilizer products for agricultural and industrial applications. The company primarily offers anhydrous ammonia and urea ammonium nitrate solutions. Its customers for fertilizer products include dealers, national farm retail chains, and distributors. Terra Nitrogen GP Inc. serves as the general partner of the company. Terra Nitrogen Company, L.P. was founded in 1991 and is based in Deerfield, Illinois. Terra Nitrogen Company, L.P. operates as a subsidiary of Terra Industries Inc.

Advisors' Opinion:

By Smith At 2011-10-19
Terra Nitrogen is a master-limited partnership (MLP) and a leading U.S. producer of nitrogen fertilizer. The company has annual capacity to produce 1.9 million tons of nitrogen fertilizer and 1.1 million tons of ammonia, a key fertilizer ingredient. In the past year alone, prices for Terra Nitrogen's fertilizers have increased 47%, and sales have dramatically improved. In the first six months of 2011, Terra Nitrogen's sales rose 38% year-over-year to $394.6 million, while earnings climbed a whopping 148% to $249.8 million.

Earnings growth has accelerated recently, but Terra Nitrogen has been a stellar long-term performer as well. My colleague Carla Pasternak, editor of High-Yield Investing, recently highlighted Terra Nitrogen as the best-performing high-yield stock of the past decade. The reason is clear: the stock has soared more than 6,000% in 10 years. A $1,000 investment in Terra Nitrogen 10 years ago, for instance, would be worth nearly $65,000 today.

As an MLP, Terra Nitrogen is required to distribute the majority of its earnings to unit holders. The company declared a cash distribution of $3.75 per unit in this year's second quarter. On a forward basis, this works out to an annual distribution payment of $15 per unit and a generous yield of 8%.
The company is financially sound, with zero debt and a 147% return on equity (ROE). In addition, profit margins have been exceptional, exceeding 52%, mainly because Terra Nitrogen's raw material costs are falling. The main ingredient for producing nitrogen fertilizer, natural gas, has plummeted from $14 per million BTU three years ago to roughly $4 per million BTU today. Insiders also clearly like the company's prospects; they hold 51% of the company's shares.

Great Food Stocks For November 2014:CVR Partners LP (UAN)

CVR Partners, LP engages in the production of nitrogen fertilizers including ammonia and urea ammonium nitrate. The company was incorporated in 2007 and is based in Sugar Land, Texas. CVR Partners, LP operates as a subsidiary of CVR Energy, Inc.

Advisors' Opinion:

By Smith At 2011-10-19
CVR Partners is a new MLP that went public in April 2011 when CVR Energy spun off the fertilizer side of its business. The company is the only fertilizer producer in North America that uses petroleum coke (a byproduct of crude-oil refining) to make nitrogen-based fertilizer. CVR Partners secures its petcoke supplies from a nearby CVR Energy refinery. This reliable feedstock supply gives CVR Partners a nice low-cost advantage, since petcoke is much cheaper than natural gas.

CVR Partners produced 350,000 tons of urea and ammonium nitrate (UAN) fertilizer during the first six months of 2011 and already has plans to expand output. The company benefits from increased UAN prices, which are 46% higher this year than last year. As a result, CVR Partners' revenue rose 46% year-over-year in the first six months of 2011 to $138 million. Earnings rose 111% in the same period to $54.9 million. The company is also financially strong, with cash of $280 million and only $125 million of debt.

CVR Partners paid a cash distribution of $0.41 per unit in the June quarter of 2011, which covered the period from the April 13 initial public offering (IPO) closing through the end of June. More importantly, the company reaffirmed guidance for distributions totaling $1.92 for the 12 months ending March 2012. Based on the promised $1.92 distribution, the stock yields 7.4%. With just two quarters of reported earnings, the company doesn't have a measurable price-to-earnings (P/E) ratio yet, but CVR Partner shares have gained 50% since its debut at $18 per share on the New York Stock Exchange.

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