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Best Ideas This Week

These companies are estimated to have a very nice one year total return on investment.

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Best Ideas 26 April 2015

4/24/2015

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This is a list of my best ideas for the upcoming week. As new funds are deposited in my accounts, these are the companies I plan to invest in. These ideas are prioritized based on the sum of the delta between the current stock price and the one year estimated target price, and the current dividend yield. As those sums change, so does this list. As I slowly increase the number of companies that I follow, the competition for the top spots continues to become tight.
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1. The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients for the agricultural industry worldwide. It operates through two segments, Phosphates and Potash. The Phosphates segment owns and operates mines in Florida. It offers concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products. This segment also offers phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names. The Potash segment produces and sells potash for use as fertilizers and animal feed ingredients, as well as for use in industrial applications. It also offers potash products for use in the de-icing and as a water softener regenerant, as well as fluorosilicic acid for water fluoridation. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts. The Mosaic Company was founded in 2004 and is headquartered in Plymouth, Minnesota. 
(Summary) (Company) (Daily Chart)
Price $45.00
Target $84.46
1yr Cap Gain 87.71%
Dividend $1.00
Yield 2.22%
Tot 1yr Return 89.93%

3yr DivGR 70.08%
5yr DivGR N/A

2. Orchids Paper Products Company manufactures and sells tissue products for at-home and away from home markets in the United States. Its products include paper towels, bathroom tissues, and paper napkins. The company offers its products under Colortex, My Size, Velvet, Big Mopper, Linen Soft, Soft & Fluffy, and Tackle brands; and licensed brands, such as Virtue, Truly Green, Golden Gate Paper, and Big Quality. It also sells parent rolls to other converters. The company serves discount retailers, grocery stores, grocery wholesalers and cooperatives, convenience stores, janitorial supply stores, and stores in the food service market. Orchids Paper Products Company was founded in 1976 and is headquartered in Pryor, Oklahoma.
(Summary) (Company) (Daily Chart)
Price $22.04
Target $34.33
1yr Cap Gain 55.76%
Dividend $1.40
Yield 6.35%
Tot 1yr Return 62.11%

3yr DivGR 40.46%
5yr DivGR N/A


3. Canadian National Railway Company engages in rail and related transportation business in North America. It offers transportation services that include rail, intermodal container, and trucking services; and supply chain solutions, including warehousing and distribution, cargoflo, logistics parks, freight forwarding, customs brokerage service, industrial development, and marine services. The company transports various goods, such as automotive, coal, fertilizers, food and beverages, forest products, dimensional and heavy loads, shipping grains, metal and minerals, petroleum and chemicals, specialty crops, and intermodal products. It operates a network of approximately 20,000 route miles of track spans Canada and mid-America, from the Atlantic and Pacific oceans to the Gulf of Mexico. It serves the ports of Vancouver, Prince Rupert (British Columbia), Montreal, Halifax, New Orleans, and Mobile (Alabama); and the metropolitan areas of Toronto, Buffalo, Chicago, Detroit, Duluth (Minnesota)/Superior (Wisconsin), Green Bay (Wisconsin), Minneapolis/St. Paul, Memphis, and Jackson (Mississippi), with connections to all points in North America. Canadian National Railway Company was founded in 1922 and is headquartered in Montreal, Canada.
(Summary) (Company) (Daily Chart)
Price $66.18
Target $86.85
1yr Cap Gain 31.23%
Dividend $1.00
Yield 1.51%
Tot 1yr Return 32.74%

3yr DivGR 11.33%
5yr DivGR 15.38%


4. JMP Group Inc. provides investment banking and asset management services in the US. The Broker-Dealer segment offers underwriting and acts as a placement agent for public and private capital markets and financial advisor in M&A, restructuring, and other strategic transactions, and provides institutional brokerage services and equity research services to institutional clients. The Asset Management manages a range of pooled investments including the hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations, small business loans, and various principal investments. 
(Summary) (Company) (Daily Chart)
Price $7.94
Target $9.72
1yr Cap Gain 22.42%
Dividend $0.42
Yield 5.29%
Tot 1yr Return 27.71%

3yr DivGR 32.26%
5yr DivGR 47.57%


5. Steelcase Inc. designs, manufactures, and distributes furniture settings, user-centered technologies, and interior architectural products. Its furniture systems portfolio comprises panel-based and freestanding furniture systems; and complementary products, such as storage, tables, and ergonomic worktools. The company’s seating products include ergonomic chairs; seating for collaborative or casual settings; and specialty seating for specific vertical markets, such as healthcare and education. Its interior architectural products consist of full and partial height walls and doors. In addition, it provides workplace strategy consulting, lease origination, furniture and asset management, and hosted space services. 
(Summary) (Company) (Daily Chart)
Price $18.68
Target $23.00
1yr Cap Gain 23.13%
Dividend $0.45
Yield 2.41%
Tot 1yr Return 25.54%

3yr DivGR 20.28%
5yr DivGR 21.29%


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Best Ideas 19 April 2015

4/17/2015

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This is a list of my best ideas for the upcoming week. As new funds are deposited in my accounts, these are the companies I plan to invest in. These ideas are prioritized based on the sum of the delta between the current stock price and the one year estimated target price, and the current dividend yield. As those sums change, so does this list. As I slowly increase the number of companies that I follow, the competition for the top spots continues to become tight.
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1. Western Refining, Inc. operates as an independent crude oil refiner and marketer of refined products. The company operates in four segments: Refining, NTI, WNRL, and Retail. The Refining segment owns and operates two refineries that process crude oil and other feed stocks primarily into gasoline, diesel fuel, jet fuel, and asphalt; and markets refined products to various customers, including wholesale distributors and retail chains. The NTI segment owns and operates refining and transportation assets; and operates and supports retail convenience stores primarily in the Upper Great Plains region. As of December 31, 2014, this segment operated 165 retail convenience stores and supported 89 franchised retail convenience stores. The WNRL segment owns and operates terminal, storage, and transportation and storage infrastructure; and wholesale assets consisting of a fleet of crude oil and refined product truck transports, as well as distributes commercial wholesale petroleum products. The Retail segment operates retail convenience stores that sell gasoline, diesel fuel, and convenience store merchandise; and unmanned commercial fleet fueling locations located in the Southwest. As of December 31, 2014, this segment operated 230 service stations and convenience stores or kiosks located in Arizona, Colorado, New Mexico, and Texas. Western Refining, Inc. was founded in 1993 and is headquartered in El Paso, Texas. 
(Summary) (Company) (Daily Chart)
Price $43.31
Target $55.14
1yr Cap Gain 27.31%
Dividend $1.20
Yield 2.77%
Tot 1yr Return 30.09%

3yr DivGR N/A
5yr DivGR N/A

2. Tesoro Corporation engages in petroleum refining and marketing activities in the United States. It operates in three segments: Refining, Tesoro Logistics LP (TLLP), and Retail. The Refining segment refines crude oil and other feed stocks into transportation fuels, such as gasoline, gasoline blend stocks, jet fuel, and diesel fuel, as well as other products, including heavy fuel oils, liquefied petroleum gas, petroleum coke, calcined coke, and asphalt. This segment also sells refined products in the wholesale market primarily through independent unbranded distributors; and in the bulk market primarily to independent unbranded distributors, other refining and marketing companies, utilities, railroads, airlines, marine, and industrial end-users in the western United States. It owns and operates 6 refineries with a combined crude oil capacity of approximately 850 thousand barrels per day. The TLLP segment owns and operates a network of approximately 3,500 miles of crude oil, refined products, and natural gas pipelines; 28 crude oil and refined products truck and marine terminals; and approximately 9 million barrels of storage capacity. This segment also owns and operates 4 natural gas processing complexes and 1 fractionation facility. The Retail segment sells gasoline and diesel fuel through multi-site operator retail stations, and third-party branded dealers and distributors in the western United States. As of December 31, 2014, this segment operated a network of 2,267 retail stations under the ARCO, Shell, Exxon, Mobil, USA Gasoline, and Tesoro brands. The company was formerly known as Tesoro Petroleum Corporation and changed its name to Tesoro Corporation in November, 2004. Tesoro Corporation was founded in 1968 and is headquartered in San Antonio, Texas. 
(Summary) (Company) (Daily Chart)
Price $84.80
Target $102.58
1yr Cap Gain 20.97%
Dividend $1.70
Yield 2.00%
Tot 1yr Return 22.97%

3yr DivGR N/A
5yr DivGR 25.73%

3. Union Pacific Corporation operates railroads in the United States. The company offers freight transportation services for agricultural products, including grains, commodities produced from grains, and food and beverage products; automotive products, such as finished vehicles and automotive parts; and chemicals consisting of industrial chemicals, plastics, crude oil, liquid petroleum gases, fertilizers, soda ash, sodium products, and phosphorus rock and sulfur products. It also provides transportation services for coal and petroleum coke; industrial products comprising construction products, minerals, consumer goods, metals, lumber, paper, and other miscellaneous products; and intermodal import and export containers and trailers. Its rail network includes 31,974 route miles linking the Pacific Coast and Gulf Coast ports with the Midwest and eastern United States gateways. Union Pacific Corporation was founded in 1862 and is headquartered in Omaha, Nebraska. 
(Summary) (Company) (Daily Chart)
Price $108.43
Target $129.04
1yr Cap Gain 19.01%
Dividend $2.20
Yield 2.03%
Tot 1yr Return 21.04%

3yr DivGR 13.33%
5yr DivGR 21.16%

4. Main Street Capital Corporation is a business development company specializing in long- term equity, equity related, and debt investments in small and lower middle market companies. The firm focuses on investments in warrants, PIK (Payment in Kind) interest, convertible securities, private equity, mezzanine investments, and other growth initiatives primarily for later stage businesses.
(Summary) (Company) (Daily Chart)
Price $31.06
Target $34.83
1yr Cap Gain 12.14%
Dividend $2.10
Yield 6.76%
Tot 1yr Return 18.90%

3yr DivGR 14.53%
5yr DivGR 13.23%

5. Chatham Lodging Trust is an equity real estate investment trust. The firm invests in the real estate markets of the United States. It primarily invests in premium-branded upscale extended-stay and select-service hotels to create its portfolio. Chatham Lodging Trust was founded on October 26, 2009 and is based in Palm Beach, Florida.
(Summary) (Company) (Daily Chart)
Price $28.90
Target $32.92
1yr Cap Gain 13.91%
Dividend $1.20
Yield 4.15%
Tot 1yr Return 18.06%

3yr DivGR 9.82%
5yr DivGR N/A

6. Reliance Steel & Aluminum Co. operates as a metals service center company. The company provides metals processing services and distributes a line of approximately 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products. Its principal processing services comprise cutting, leveling, sawing, machining, and electro polishing. The company also fabricates and distributes structural steel components and parts; provides metal components and inventory management services; and distributes special alloy steel bar and heavy-wall tubing products to oil and gas industries, as well as offers aluminum bronze and cut to size materials. In addition, it provides a range of metal perforating and fabrication services; distributes aerospace metals; and offers alloy, carbon, and stainless steel bar and plate products. Reliance Steel & Aluminum Co. serves general manufacturing, non-residential construction, transportation, aerospace, energy, electronics and semiconductor fabrication, heavy industry, and related industries. The company sells its products to OEM customers, small machine shops, and fabricators. As of February 19, 2015, it operated through a network of metals service centers in approximately 300 locations in 39 states in the United States, as well as in Australia, Belgium, Canada, China, France, Malaysia, Mexico, Singapore, South Korea, Turkey, the United Arab Emirates, and the United Kingdom. The company was founded in 1939 and is headquartered in Los Angeles, California. 
(Summary) (Company) (Daily Chart)
Price $56.66
Target $64.60
1yr Cap Gain 14.01%
Dividend $1.60
Yield 2.82%
Tot 1yr Return 16.84%

3yr DivGR 42.36%
5yr DivGR 28.47%

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Best Ideas 12 April 2015

4/10/2015

0 Comments

 
This is a list of my best ideas for the upcoming week. As new funds are deposited in my accounts, these are the companies I plan to invest in. These ideas are prioritized based on the sum of the delta between the current stock price and the one year estimated target price, and the current dividend yield. As those sums change, so does this list. As I slowly increase the number of companies that I follow, the competition for the top spots continues to become tight.
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1. The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients for the agricultural industry worldwide. It operates through two segments, Phosphates and Potash. The Phosphates segment owns and operates mines in Florida. It offers concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products. This segment also offers phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names. The Potash segment produces and sells potash for use as fertilizers and animal feed ingredients, as well as for use in industrial applications. It also offers potash products for use in the de-icing and as a water softener regenerant, as well as fluorosilicic acid for water fluoridation. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts. The Mosaic Company was founded in 2004 and is headquartered in Plymouth, Minnesota. 
(Summary) (Company) (Daily Chart)
Price $45.84
Target $84.46
1yr Cap Gain 84.25%
Dividend $1.00
Yield 2.18%
Tot 1yr Return 86.43%

3yr DivGR 70.08%
5yr DivGR N/A

2. Emerge Energy Services LP acquires, owns, operates, and develops a portfolio of energy service assets in the United States. The company operates in two segments, Sand and Fuel. The Sand segment is involved in the production and sale of various grades of industrial sand primarily used in the extraction of oil and natural gas, as well as in the production of building products and foundry materials. The Fuel segment operates two terminals and two transmix processing facilities located in the Dallas-Fort Worth, Texas area and Birmingham, Alabama. This segment also engages in the sale of wholesale petroleum products; provision of third-party terminaling services; blending of renewable fuels; and provision of reclamation services, such as tank cleaning services, as well as other complementary products and services. Emerge Energy Services GP, LLC operates as a general partner of the company. Emerge Energy Services LP was founded in 2012 and is based in Southlake, Texas. 
(Summary) (Company) (Daily Chart)
Price $47.77
Target $69.50
1yr Cap Gain 45.49%
Dividend $5.64
Yield 11.81%
Tot 1yr Return 57.30%

3yr DivGR N/A
5yr DivGR N/A

3. JMP Group Inc. provides investment banking and asset management services in the US. The Broker-Dealer segment offers underwriting and acts as a placement agent for public and private capital markets and financial advisor in M&A, restructuring, and other strategic transactions, and provides institutional brokerage services and equity research services to institutional clients. The Asset Management manages a range of pooled investments including the hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations, small business loans, and various principal investments. 
(Summary) (Company) (Daily Chart)
Price $7.90
Target $9.72
1yr Cap Gain 23.04%
Dividend $0.42
Yield 5.32%
Tot 1yr Return 28.35%

3yr DivGR 32.26%
5yr DivGR 47.57%

4. Steelcase Inc. designs, manufactures, and distributes furniture settings, user-centered technologies, and interior architectural products. Its furniture systems portfolio comprises panel-based and freestanding furniture systems; and complementary products, such as storage, tables, and ergonomic worktools. The company’s seating products include ergonomic chairs; seating for collaborative or casual settings; and specialty seating for specific vertical markets, such as healthcare and education. Its interior architectural products consist of full and partial height walls and doors. In addition, it provides workplace strategy consulting, lease origination, furniture and asset management, and hosted space services. 
(Summary) (Company) (Daily Chart)
Price $18.67
Target $23.00
1yr Cap Gain 23.19%
Dividend $0.45
Yield 2.41%
Tot 1yr Return 25.60%

3yr DivGR 20.28%
5yr DivGR 21.29%

5. Valero Energy Corporation operates as an independent petroleum refining and marketing company through two segments, Refining and Ethanol. The Refining segment is involved in refining, wholesale marketing, product supply and distribution, and transportation operations. The Ethanol segment produces ethanol and distillers grains. The company markets its refined products through bulk and rack marketing network; and through approximately 7,400 outlets under the Valero, Diamond Shamrock, Shamrock, Ultramar, Beacon, and Texaco names. 
(Summary) (Company) (Daily Chart)
Price $59.73
Target $70.77
1yr Cap Gain 18.48%
Dividend $1.60
Yield %2.68
Tot 1yr Return 21.16%

3yr DivGR 51.19%
5yr DivGR 11.84%

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Best Ideas 5 April 2015

4/2/2015

0 Comments

 
This is a list of my best ideas for the upcoming week. As new funds are deposited in my accounts, these are the companies I plan to invest in. These ideas are prioritized based on the sum of the delta between the current stock price and the one year estimated target price, and the current dividend yield. As those sums change, so does this list. As I slowly increase the number of companies that I follow, the competition for the top spots continues to become tight.
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1. JMP Group Inc. provides investment banking and asset management services in the US. The Broker-Dealer segment offers underwriting and acts as a placement agent for public and private capital markets and financial advisor in M&A, restructuring, and other strategic transactions, and provides institutional brokerage services and equity research services to institutional clients. The Asset Management manages a range of pooled investments including the hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations, small business loans, and various principal investments. 
(Summary) (Company) (Daily Chart)
Price $8.20
Target $9.72
1yr Cap Gain 18.54%
Dividend $0.42
Yield 5.12%
Tot 1yr Return 23.66%

3yr DivGR 32.26%
5yr DivGR 47.57%

2. Union Pacific Corporation operates railroads in the United States. The company offers freight transportation services for agricultural products, including grains, commodities produced from grains, and food and beverage products; automotive products, such as finished vehicles and automotive parts; and chemicals consisting of industrial chemicals, plastics, crude oil, liquid petroleum gases, fertilizers, soda ash, sodium products, and phosphorus rock and sulfur products. It also provides transportation services for coal and petroleum coke; industrial products comprising construction products, minerals, consumer goods, metals, lumber, paper, and other miscellaneous products; and intermodal import and export containers and trailers. Its rail network includes 31,974 route miles linking the Pacific Coast and Gulf Coast ports with the Midwest and eastern United States gateways. Union Pacific Corporation was founded in 1862 and is headquartered in Omaha, Nebraska. (Summary) (Company) (Daily Chart)
Price $107.13
Target $130.19
1yr Cap Gain 21.53%
Dividend $2.20
Yield 2.05%
Tot 1yr Return 23.58%

3yr DivGR 13.33%
5yr DivGR 21.16%

3. Steelcase Inc. designs, manufactures, and distributes furniture settings, user-centered technologies, and interior architectural products. Its furniture systems portfolio comprises panel-based and freestanding furniture systems; and complementary products, such as storage, tables, and ergonomic worktools. The company’s seating products include ergonomic chairs; seating for collaborative or casual settings; and specialty seating for specific vertical markets, such as healthcare and education. Its interior architectural products consist of full and partial height walls and doors. In addition, it provides workplace strategy consulting, lease origination, furniture and asset management, and hosted space services. 
(Summary) (Company) (Daily Chart)
Price $18.98
Target $23.00
1yr Cap Gain 21.18%
Dividend $0.45
Yield 2.37%
Tot 1yr Return 23.55%

3yr DivGR 20.28%
5yr DivGR 21.29%

4. Valero Energy Corporation operates as an independent petroleum refining and marketing company through two segments, Refining and Ethanol. The Refining segment is involved in refining, wholesale marketing, product supply and distribution, and transportation operations. The Ethanol segment produces ethanol and distillers grains. The company markets its refined products through bulk and rack marketing network; and through approximately 7,400 outlets under the Valero, Diamond Shamrock, Shamrock, Ultramar, Beacon, and Texaco names. 
(Summary) (Company) (Daily Chart)
Price $59.80
Target $70.77
1yr Cap Gain 18.34%
Dividend $1.60
Yield 2.68%
Tot 1yr Return 21.02%

3yr DivGR 51.19%
5yr DivGR 11,84%

5. Main Street Capital Corporation is a business development company specializing in long- term equity, equity related, and debt investments in small and lower middle market companies. The firm focuses on investments in warrants, PIK (Payment in Kind) interest, convertible securities, private equity, mezzanine investments, and other growth initiatives primarily for later stage businesses.
(Summary) (Company) (Daily Chart)
Price $30.89
Target $34.83
1yr Cap Gain 12.75%
Dividend $2.10
Yield 6.80%
Tot 1yr Return 19.55%

3yr DivGR 14.53%
5yr DivGR 13.23%

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    Dennis McCain

    Author

    I am an Individual Investor with specific interest in long term growth and then enhancing my returns with income from dividends and derivatives. I don't recommend stocks to anyone (it's a good way to lose friends) and no one reading this should misinterpret my blog as a recommendation for any type of investment. I am writing this solely for myself and my kids.

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