Bes Stocks To Buy 2014, Best Stocks For 2014: Great Stocks 2012

Tuesday, April 10, 2012

Great Stocks 2012

Maybe it was because Seeking Alpha did not carry my annual list of 10 Clean Energy Stocks for 2012 this year, but no one seems to have noticed that there were actually 11 stocks in the list. Call it the Spinal Tap of top-ten lists.

If anyone did notice the extra pick, they didn't leave a comment. What happened was that I have two number 8 stocks, but there is enough text between them that neither I nor most of my readers could see both 8's at once on the same screen. Oops!

I had 10 originally, but my messed up numbering led me to think I did not have enough, and so I went back and added Honeywell (HON) at the last minute, choosing to play it safe with a large cap energy efficiency company. So far this year, Honeywell has produced the expected safe results, but because clean energy stocks (especially solar) have been on a tear, Honeywell's 10.5% return has dragged down the portfolio's average a little. But who's complaining?

Great Stocks 2012:Continucare Corp. (CNU)

Continucare Corporation, together with its subsidiaries, provides primary care physician services on an outpatient basis in the United States. It provides medical services to patients through physicians, nurse practitioners, and physician?s assistants. The company also provides practice management services, including assistance with medical utilization management, pharmacy management, and specialist network development to independent physician affiliates (IPAs). As of June 30, 2009, the company operated a network of 18 medical centers, and provided practice management services to IPAs at 21 medical offices in Miami-Dade, Broward, and Hillsborough counties, Florida. In addition, Continucare Corporation operates and manages sleep diagnostic centers at 13 locations in South Carolina, North Carolina, West Virginia, Virginia, Colorado, and Ohio. These centers conduct sleep studies to determine whether patients suffer from sleep disorders and the severity of the condition. The company was founded in 1996 and is based in Miami, Florida.

Great Stocks 2012:Provident Energy Ltd. (PVX)

Provident Energy Ltd. engages in the natural gas liquids (NGLs) infrastructure and marketing business in Canada and the United States. The company involves in the extraction, processing, storage, transportation, and marketing of NGLs, as well as offers these services to third party customers. It also provides fractionation, storage, NGL terminalling, loading, and offloading services. The company was founded in 1993 and is headquartered in Calgary, Canada.

Great Stocks 2012:Olin Corporation (OLN)

Olin Corporation engages in the manufacture and sale of chlor alkali products in the United States and internationally. The company operates in two segments, Chlor Alkali Products and Winchester. The Chlor Alkali Products segment manufactures and sells chlorine and caustic soda, sodium hydrosulfite, hydrochloric acid, hydrogen, bleach products, and potassium hydroxide. The Winchester segment offers sporting ammunition, reloading components, small caliber military ammunition and components, and industrial cartridges. The company serves various industrial customers, wholesalers, and other distributors, as well as the U.S. Government and its prime contractors. Olin Corporation was founded in 1892 and is based in Clayton, Missouri.

Great Stocks 2012:Prudential Financial Inc. (PRU)

Prudential Financial, Inc., through its subsidiaries, offers various financial products and services in the United States, Asia, Europe, and Latin America. The company operates through three divisions: The U.S. Retirement Solutions and Investment Management, The U.S. Individual Life and Group Insurance, and The International Insurance and Investments. The U.S. Retirement Solutions and Investment Management division provides individual variable and fixed annuity products, as well as offers retirement investment and income products and services to retirement plan sponsors in the public, private, and not-for-profit sectors. This division also provides investment management and advisory services to the public and private marketplace. The U.S. Individual Life and Group Insurance division offers individual variable life, term life, and universal life insurance products; and group life, long-term and short-term group disability, long-term care, and group corporate-, bank-and trust-owned life insurance products to institutional clients. This division also sells accidental death and dismemberment, and other ancillary coverages, as well as provides plan administrative services; and offers preferred provider and indemnity dental coverage plans to clients. The International Insurance and Investments division provides international individual life insurance products in Japan, Korea, and other foreign countries; and offers proprietary and non-proprietary asset management, investment advice, and services to retail and institutional clients internationally. In addition, the company engages in real estate brokerage franchise business, which involves marketing its franchises to the real estate companies. Further, it provides institutional clients and government agencies with various services in connection with the relocation of their employees. Prudential Financial, Inc. was founded in 1875 and is headquartered in Newark, New Jersey.

Advisors' Opinion:

By Matthew Scott At 2011-9-6

Retiring Baby Boomers could make Prudential Financial (NYSE: PRU) a strong performer for years to come. Insurance products like its line of guaranteed income annuities have given it an edge over rivals and it continues to make inroads into other areas of investing. Prudential’s stock price increased more than five times over the last two years, jumping from $11.20 on March 9, 2009 to $61.58 at the end of the first quarter.

Great Stocks 2012:Trina Solar Limited (TSL)

Trina Solar Limited, through its subsidiaries, designs, develops, manufactures, and sells photovoltaic (PV) modules worldwide. The company offers monocrystalline PV modules ranging from 165 watts to 185 watts in power output; and multicrystalline PV modules ranging from 215 watts to 240 watts in power output that provide electric power for residential, commercial, industrial, and other applications. It also involves in the design and production of various PV modules, such as colored modules for architectural applications and larger sized modules for utility grid applications based on customers? and end-users? specifications. Trina Solar Limited sells and markets its products primarily to distributors, wholesalers, power plant developers and operators, and PV system integrators. The company was founded in 1997 and is based in Changzhou, the People?s Republic of China.

Advisors' Opinion:

By Fitz Gerald At 2012-2-22
Trina Solar, Ltd.(NYSE: TSL) closing price in the stock market Tuesday, Jan. 3, was $7.17. TSL is trading 0.68% above its 50 day moving average and -39.26% below its 200 day moving average. TSL is -76.93% below its 52-week high of $31.08 and 35.80% above its 52-week low of $5.28. TSL‘s PE ratio is 2.92 and its market cap is $505.06M.

Trina Solar, Ltd. designs, develops, manufactures, and sells photovoltaic (PV) modules worldwide through its subsidiaries. TSL sells and markets its products primarily to distributors, wholesalers, power plant developers and operators, and PV system integrators.
By Keith At 2012-1-11
Trina Solar Limited. We have to take a stab at solar in 2012. After getting absolutely murdered in 2011, there is likely one way for solar to go...up. Or, less likely, to 0. The best company in the industry is hands down Trina. It has great management, solid financials, and a cheap production process that gives it great profitability. The company has a lot of upside and was trading at $30 in the past 52 weeks. We believe that a 3.12 PE is about as bad as it gets, and we see a lot of! possibl e upside in 2012 for Trina. We have a $13.50 PT, giving about 100% upside.

Allocation: $1000

Entry: $7.04

Target: $8, $9, and $13.50

Great Stocks 2012:Citigroup Inc. (C)

Citigroup, Inc., a global financial services company, provides consumers, corporations, governments, and institutions with a range of financial products and services. The company operates through two segments, Citicorp and Citi Holdings. The Citicorp segment operates as a global bank for businesses and consumers with two primary businesses, Regional Consumer Banking and Institutional Clients Group. The Regional Consumer Banking business provides traditional banking services, including retail banking, and branded cards in North America, Asia, Latin America, Europe, the Middle East, and Africa. The Institutional Clients Group business provides securities and banking services comprising investment banking and advisory services, lending, debt and equity sales and trading, institutional brokerage, foreign exchange, structured products, cash instruments and related derivatives, and private banking; and transaction services consisting of treasury and trade solutions, and securities and fund services. The Citi Holdings segment operates Brokerage and Asset Management, Local Consumer Lending, and Special Asset Pool businesses. The Brokerage and Asset Management Business, through its 49% stake in Morgan Stanley Smith Barney joint venture and Nikko Cordial Securities, offers retail brokerage and asset management services. The Local Consumer Lending business provides residential mortgage loans, retail partner card loans, personal loans, commercial real estate, and other consumer loans, as well as western European cards and retail banking services. The Special Asset Pool business is a portfolio of securities, loans, and other assets. Citigroup Inc. has approximately 200 million customer accounts and operates in approximately 160 countries. The company was founded in 1812 and is based in New York, New York.

Advisors' Opinion:

By Fabian At 2011-12-16
Citigroup (C) appears to be getting started on its plan to trim its workforce by about 4,500 people. Th! e compan y filed papers with the government showingthat it may lay off 413 people in New York City by the end of the year, Bloomberg reported.

Many of the layoffs are expected to occur in the bank’s Global Markets division, located at 388 Greenwich Street.
By David Sterman At 2011-12-6
This may seem to be an odd choice for a long-term portfolio. Citigroup has caused all kinds of pain for investors in recent years. But behind the scenes, Citigroup has been transforming itself into a major global player. CEO Vikram Pandit has sought to reduce Citigroup’s exposure to the weak U.S. economy while aggressively investing in the world’s most dynamic emerging economies. Right now, North America and Europe constitute about two-thirds of revenue. But emerging markets are expected to grow at a faster pace than Europe and North America in coming years, so that revenue mix may move closer to 50/50.

If the dollar weakens further, as many economists predict, then that international exposure will really pay off as Citigroup’s foreign earnings rise in value.
By Louis Navellier At 2011-11-17
Citigroup provides consumers, corporations, governments and institutions across the globe with a range of financial products and services. A year-to-date drop of 46% for C stock has left shareholders shaking their heads throughout 2011.
By Vodicka At 2011-10-31
Citigroup Inc. (NYSE: C), recent price $4.55: To prove that all bargain stocks don't have to be hidden gems, consider this "too-big-to-fail" bank. After trading above $55 a share in 2007, Citi got crushed in the 2008 financial collapse and has struggled since. However, it's now profitable again, plans a 10-for-1 reverse stock split in May and will also be resuming its dividend. What makes it most attractive for the long run, however, is its price-to-tangible-book-value ratio of just 1.02 - down from a 10-year-high of 5.24. In essence, you're getting right at a dollar's worth of real assets for every dollar you invest now.
By Sy_Harding At 2011-10-30
Citigroup is one of Miller’s long-term holdings. He had $252 Million worth of C at the end of December. Dur! ing the past year, C returned 43.6% and outperformed the SPY by a huge margin. Stock holdings were reduced by 16% during the 4th quarter. Stock returned 3.8% since then, slightly underperforming the SPY’s 5.8% return. Citigroup is also a hugely popular stock among several hedge funds.
By Dave Friedman At 2011-10-23
On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 10,730,265 shares with a market value of $446,808,228. This comprised 4.36% of the total portfolio. The net change in shares for this position over the two quarters is 10,730,265. About the company: Citigroup Inc. is a diversified financial services holding company that provides a broad range of financial services to consumer and corporate customers around the world. The Company’s services include investment banking, retail brokerage, corporate banking, and cash management products and services. On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 10,730,265 shares with a market value of $446,808,228. This comprised 4.36% of the total portfolio. The net change in shares for this position over the two quarters is 10,730,265. About the company: Citigroup Inc. is a diversified financial services holding company that provides a broad range of financial services to consumer and corporate customers around the world. The Company’s services include investment banking, retail brokerage, corporate banking, and cash management products and services.
By Goldman At 2011-8-28
Citigroup(C) is a diversified financial-services company, with retail-, commercial- and investment-banking units. The company was on the brink of bankruptcy two years ago, weighed down by subpr! ime mort gage investments gone bad. Citigroup's stock traded for less than $1 in early 2009.

Citigroup swung to an adjusted fourth-quarter profit of four cents from a year-earlier loss, but missed analysts' consensus target by 48%, sending shares down more than 6% in reaction. Citigroup's sales figure missed consensus by 6.4%. Still, its stock, among the heaviest-traded in the market, receives positive reviews from researchers, with 16, or 53%, "buy" recommendations, nine "hold" ratings and three "sell" rankings. It is up 52% in 12 months.

Goldman's $5.50 target suggests a one-year potential rise of 13%. Dick Bove, at Rochdale Securities, remains the stock's greatest advocate, forecasting an advance of 42% to $6.96. Citi's stock is still cheap relative to financial-services peers, costing 8.7-times forward earnings, 0.9-times book value and 1.3-times sales. Those figures reflect discounts of 25%, 10% and 31% discounts to industry averages. Citigroup has reformed its risk profile markedly since the recession. Its Tier I common ratio widened to nearly 12% in the latest quarter and leverage fell to 12:1.

Goldman, dismayed by lower capital-markets revenue during the quarter, is encouraged by Citi's asset sales, strengthening balance sheet and emerging markets exposure. Citi Holdings is shedding assets faster than anticipated, which is bolstering liquidity. Investment-banking revenue increased 25% during the quarter.
By Roger At 2011-8-28
Citigroup is one of the toughest companies to value because it is the largest trader in off balance sheet derivative contracts in the world. Citi falls into the "too hard to value" category for me and has for years ever since I read a book by Aswath Damodaran on mortgage derivatives and realized that these contracts are incredibly hard to value let alone understand. The company is cheap, however, trading at around tangible book and for 12.7X trailing earnings and 8.7X forward earnings. Citigroup is another company that will likely not go under while trading for a discount to future cash flows.

Great Stocks 2012: (WIPRO.NS)

Wipro Limited provides information technology (IT) products and services, and consumer care and lighting products primarily in India, the United States, and Europe. The IT Services segment provides IT and IT enabled services, including software application development, application maintenance, research and development services for hardware and software design, data center outsourcing services, and business process outsourcing services. The IT Products segment sells a range of personal desktop computers, servers, and notebooks. This segment provides computing, storage, networking, security, and software products. It also acts as a value added reseller of desktops, servers, notebooks, storage products, networking solutions, and packaged software for various brands, as well as delivers hardware, software products, and other related deliverables. This segment serves enterprises in the government, defense, IT and IT-enabled services, telecommunications/telecom service providers, manufacturing, and banking sectors. The Consumer Care and Lighting segment manufactures, distributes, and sells personal care products, baby care products, lighting products, and hydrogenated cooking oils. It provides products in the toilet soaps, toiletries, deodorants, wellness, skincare, and hair care categories; and commercial lighting, office modular furniture, and security solutions. The company also manufactures cylinders and truck hydraulics; distributes hydraulic steering equipment and pumps, motors, and valves for international companies; and provides water solutions business, as well as provides consulting on renewable energy solutions. Wipro Ltd. has a strategic partnership with Red Hat, Inc. Wipro was founded in 1945 and is headquartered in Bangalore, India.

Advisors' Opinion:

By Bill At 2011-10-21
Wipro is headquartered at Bangalore and its core business areas covers infrastructure solutions, consumer care and certain professional and business solutions. The company, fo! r long, was known as one of the largest independent R&D Services provider in the world.

Highlights of the Results for the Quarter ended March 31, 2010 speak volumes about the company’s splendid performance. IT Services Revenue in constant currency was $1,180 million, with a sequential increase of 4.7%. On a year to year basis, total Revenues were Rs. 69.83 billion ($1.55 billion1), representing an increase of 8% over the same period last year.

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