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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 28 June 2015

6/28/2015

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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 $46.55
Target $84.46
1yr Cap Gain 81.44%
Dividend $1.10
Yield 2.36%
Tot 1yr Return 83.80%

3yr DivGR 70.08%
5yr DivGR N/A

2. 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 $60.90
Target $71.57
1yr Cap Gain 17.52%
Dividend $1.60
Yield 2.63%
Tot 1yr Return 20.15%

3yr DivGR 51.19%
5yr DivGR 11.84%

3. 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 $24.33
Target $30.08
1yr Cap Gain 23.63%
Dividend $1.40
Yield 5.75%
Tot 1yr Return 29.39%

3yr DivGR 40.46%
5yr DivGR N/A

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 $8.11
Target $10.55
1yr Cap Gain 30.09%
Dividend $0.44
Yield 5.43%
Tot 1yr Return 35.51%

3yr DivGR 32.26%
5yr DivGR 47.57%

5. UnitedHealth Group Incorporated operates as a diversified health and well-being company in the United States. The company’s UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; and health care coverage, and health and well-being services to individuals aged 50 and older addressing their needs for preventive and acute health care services. It also provides services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, Children’s Health Insurance Program, and health care programs; and health services, including commercial health and dental benefits. This segment serves through a network of 850,000 physicians and other health care professionals, and approximately 6,100 hospitals and other facilities. Its OptumHealth segment offers health management services, including care delivery, care management, consumer engagement, distribution, and health financial services. This segment serves individuals through programs offered by employers, payers, government entities, and directly with the care delivery systems. The company’s OptumInsight segment provides software and information products, advisory consulting services, and business process outsourcing services to hospitals, physicians, commercial health plans, government agencies, life sciences companies, and other organizations. Its OptumRx segment offers pharmacy benefit management services and programs, including retail pharmacy network management, home delivery and specialty pharmacy, manufacturer rebate contracting and administration, benefit plan design and consultation, claims processing, and a range of clinical program services, such as formulary management and compliance, drug utilization review, and disease and drug therapy management services. The company was founded in 1974 and is based in Minnetonka, Minnesota. 
(Summary) (Company) (Daily Chart)
Price $123.25
Target $140.05
1yr Cap Gain 13.63%
Dividend $2.00
Yield 1.62%
Tot 1yr Return 15.25%

3yr DivGR 31.54%
5yr DivGR 115.67%

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Best Ideas 14 June 2015

6/14/2015

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. 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 $58.85
Target $71.69
1yr Cap Gain 21.82%
Dividend $1.60
Yield 2.72%
Tot 1yr Return 24.54%

3yr DivGR 51.19%
5yr DivGR 11.84%

2. Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client focused equity, balanced, and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. It invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm also employs absolute return, global macro, long/short equity, currencies, commodities, managed futures, and private capital strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
(Summary) (Company) (Daily Chart)
Price $39.47
Target $47.41
1yr Cap Gain 20.12%
Dividend $1.08
Yield 2.74%
Tot 1yr Return 22.85%

3yr DivGR 27.01%
5yr DivGR 19.38%

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 $100.50
Target $121.15
1yr Cap Gain 20.55%
Dividend $2.20
Yield 2.19%
Tot 1yr Return 22.74%

3yr DivGR 13.33%
5yr DivGR 21.16%

4. Innophos Holdings produces performance and nutritional specialty ingredients with applications in food, beverage, dietary supplements, pharmaceutical, oral care, and industrial end markets. The company’s specialty ingredients include specialty phosphate salts, specialty phosphoric acids, and other mineral and botanical based specialty ingredients that are used as flavor enhancers in beverages; electrolytes in sports drinks; texture modifiers in cheeses; leavening agents in baked goods; mineral and botanical sources for nutritional supplements; pharmaceutical excipients; and abrasives in toothpaste, as well as in industrial applications, such as asphalt modification and petrochemical catalysis. It also provides food and technical grade purified phosphoric acid (PPA) used in the production of fertilizer, and specialty phosphate salts and acids, as well as in beverage and water treatment applications; technical grade sodium used as an ingredient in cleaning products, such as industrial and institutional cleaners, automatic dishwashing detergents, and consumer laundry detergents, as well as in water treatment, clay processing, and copper ore processing activities. In addition, the company offers granular triple super phosphate (GTSP), a fertilizer product line used for enhancing crop yields in various agricultural sectors. 
(Summary) (Company) (Daily Chart)
Price $53.20
Target $63.00
1yr Cap Gain 18.42%
Dividend $1.92
Yield 3.61%
Tot 1yr Return 22.03%

3yr DivGR 23.87%
5yr DivGR 20.94%

5. UnitedHealth Group Incorporated operates as a diversified health and well-being company in the United States. The company’s UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; and health care coverage, and health and well-being services to individuals aged 50 and older addressing their needs for preventive and acute health care services. It also provides services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, Children’s Health Insurance Program, and health care programs; and health services, including commercial health and dental benefits. This segment serves through a network of 850,000 physicians and other health care professionals, and approximately 6,100 hospitals and other facilities. Its OptumHealth segment offers health management services, including care delivery, care management, consumer engagement, distribution, and health financial services. This segment serves individuals through programs offered by employers, payers, government entities, and directly with the care delivery systems. The company’s OptumInsight segment provides software and information products, advisory consulting services, and business process outsourcing services to hospitals, physicians, commercial health plans, government agencies, life sciences companies, and other organizations. Its OptumRx segment offers pharmacy benefit management services and programs, including retail pharmacy network management, home delivery and specialty pharmacy, manufacturer rebate contracting and administration, benefit plan design and consultation, claims processing, and a range of clinical program services, such as formulary management and compliance, drug utilization review, and disease and drug therapy management services. The company was founded in 1974 and is based in Minnetonka, Minnesota. 
(Summary) (Company) (Daily Chart)
Price $117.65
Target $138.79
1yr Cap Gain 17.97%
Dividend $2.00
Yield 1.70%
Tot 1yr Return 19.67%

3yr DivGR 31.54%
5yr DivGR 115.67%

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0 Comments

Best Ideas 7 June 2015

6/7/2015

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.
Picture
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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 $44.32
Target $84.46
1yr Cap Gain 90.57%
Dividend $1.10
Yield 2.48%
Tot 1yr Return 93.05%

3yr DivGR 70.08
5yr DivGR N/A

2. 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 $59.11
Target $85.31
1yr Cap Gain 44.32%
Dividend $1.01
Yield 1.71%
Tot 1yr Return 46.03%

3yr DivGR 11.33
5yr DivGR 15.38

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 $7.57
Target $10.55
1yr Cap Gain 39.37%
Dividend $0.44
Yield 5.81%
Tot 1yr Return 45.18%

3yr DivGR 32.26
5yr DivGR 47.57

4. Hi-Crush Partners produces and supplies monocrystalline sand in the United States. The monocrystalline sand is a mineral that is used as a proppant to enhance the recovery rates of hydrocarbons from oil and natural gas wells. It owns, operates, and develops sand reserves and related excavation and processing facilities, which include a 751-acre facility with integrated rail infrastructure, located in Wyeville, Wisconsin; and the Augusta facility located in Eau Claire County, Wisconsin. The company offers raw frac sand used in hydraulic fracturing operations for oil and natural gas wells. It primarily serves pressure pumping service provides. Hi-Crush GP LLC operates as the general partner of the company. Hi-Crush Partners LP was founded in 2012 and is based in Houston, Texas.
(Summary) (Company) (Daily Chart)
Price $29.16
Target $37.91
1yr Cap Gain 30.01%
Dividend $2.70
Yield 9.26%
Tot 1yr Return 39.27%

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

5. 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 $22.78
Target $30.00
1yr Cap Gain 31.69%
Dividend $1.40
Yield 6.15%
Tot 1yr Return 37.84%

3yr DivGR 40.46
5yr DivGR N/A

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    Dennis McCain

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    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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