 | This is a list of my best ideas for the upcoming week. They are in no particular order but they are the companies that I'll be investing in as funds become available in my accounts. They each are showing a nice estimated one year return on investment, increasing earnings, and pay at least a minimal dividend. I also believe that each one of these has greater potential return than analysts currently expect. As with all investments, I always start with a small position and then add to that position over time through dividend reinvestments and the sale of stock options. |
1. Apple Inc. designs, manufactures, and markets mobile communication and media devices, personal computers, watches, and portable digital music players worldwide. The company also sells related software, services, accessories, networking solutions, and third-party digital content and applications. It offers iPhone, a line of smartphones that comprise a phone, music player, and Internet device; iPad, a line of multi-purpose tablets; Mac, a line of desktop and portable personal computers; iPod, a line of portable digital music and media players, such as iPod touch, iPod nano, and iPod shuffle; and Apple Watches, personal electronic devices that combine watch technology with an iOS-based user interface. The company also provides iTunes app and the iTunes Store; Mac App Store that allows customers to discover, download, and install Mac applications; iCloud, a cloud service; Apple Pay for making mobile payments; Apple TV, a portfolio of consumer and professional software applications; iOS and OS X operating systems software; iLife, a consumer-oriented digital lifestyle software application suite; iWork, an integrated productivity suite designed to help users create, present, and publish documents, presentations, and spreadsheets; and other application software, including Final Cut Pro, Logic Pro X, and its FileMaker Pro database software. In addition, it offers various Apple-branded and third-party Mac-compatible and iOS-compatible accessories, including headphones, cases, displays, storage devices, and various other connectivity and computing products and supplies. The company sells and delivers digital content and applications through the iTunes Store, App Store, iBooks Store, and Mac App Store; and sells its products through its retail stores, online stores, and direct sales force, as well as through third-party cellular network carriers, wholesalers, retailers, and value-added resellers. The company was founded in 1977 and is headquartered in Cupertino, California.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $114.71 1yr Target $145.77 Analysts 39 Dividend $2.08 Payout Ratio 24.01% 1yr Cap Gain 27.07% Yield 1.81% 1yr Tot Return 28.88% | EPS (ttm) $8.66 EPS next yr $9.76 EPS next 5yr 14.71% 1yr Potential $143.56 P/E 13.25 PEG 0.90 Beta 0.83 Market Cap $654.16 Bil Revenues $224.34 Bil Earnings $50.74 Bil Profit Margin 22.61% | 1yr EarnGR 41.55% 3yr EarnGR 12.96% 5yr EarnGR 33.41% 1yr DivGR 10.63% 3yr DivGR 11.04% 5yr DivGR --- Quick Ratio 1.10 Current Ratio 1.10 Debt/Equity 0.43 ROA 19.70% ROE 41.50% |
2. Gilead Sciences, Inc. discovers, develops, and commercializes medicines in areas of unmet medical need in North America, South America, Europe, and the Asia-Pacific. The company’s products include Stribild, Complera/Eviplera, Atripla, Truvada, Viread, Emtriva, Tybost, and Vitekta for the treatment of human immunodeficiency virus (HIV) infection in adults; and Harvoni, Sovaldi, Viread, and Hepsera products for the treatment of liver disease. It also offers Zydelig, a PI3K delta inhibitor, in combination with rituximab, for the treatment of certain blood cancers; Letairis, an endothelin receptor antagonist for the treatment of pulmonary arterial hypertension; Ranexa, a tablet used for the treatment of chronic angina; Lexiscan/Rapiscan injection for use as a pharmacologic stress agent in radionuclide myocardial perfusion imaging; Cayston, an inhaled antibiotic for the treatment of respiratory systems in cystic fibrosis patients; and Tamiflu, an oral antiviral capsule for the treatment and prevention of influenza A and B. In addition, the company provides other products, such as AmBisome, an antifungal agent to treat serious invasive fungal infections; and Macugen, an anti-angiogenic oligonucleotide to treat neovascular age-related macular degeneration. Further, it has product candidates in various stages of development for the treatment of HIV/AIDS and liver diseases, such as hepatitis B virus and hepatitis C virus; inflammation/oncology; serious cardiovascular; and respiratory conditions. The company markets its products through its commercial teams and/or in conjunction with third-party distributors and corporate partners. Gilead Sciences, Inc. has collaborations with Bristol-Myers Squibb Company, Janssen R&D Ireland, and Japan Tobacco Inc. to develop and commercialize various products. The company was founded in 1987 and is headquartered in Foster City, California.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $100.14 1yr Target $125.06 Analysts 16 Dividend $1.72 Payout Ratio 18.04% 1yr Cap Gain 24.88% Yield 1.71% 1yr Tot Return 26.59% | EPS (ttm) $9.53 EPS next yr $11.67 EPS next 5yr 16.73% 1yr Potential $195.23 P/E 10.51 PEG 0.63 Beta 0.82 Market Cap $146.97 Bil Revenues $29.19 Bil Earnings $15.04 Bil Profit Margin 51.52% | 1yr EarnGR 306.07% 3yr EarnGR 59.97% 5yr EarnGR 39.12% 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- Quick Ratio 1.80 Current Ratio 2.00 Debt/Equity 0.75 ROA 42.70% ROE 96.30% |
3. Time Warner Inc. operates as a media and entertainment company in the US and internationally. It operates through three segments: Turner, Home Box Office, and Warner Bros. The Turner segment owns and operates a portfolio of cable television networks and related properties that offer entertainment, sports, kids, and news programming on television and digital platforms for consumers. It operates approximately 165 channels in 200 countries. The Turner networks and related properties include TNT, TBS, Adult Swim, truTV, Turner Classic Movies, Turner Sports, Cartoon Network, Boomerang, CNN, and HLN. This segment also manages and operates various digital media properties primarily consisting of bleacherreport.com, cartoonnetwork.com, CNN Go, CNN.com, CNNMoney.com, NBA.com, NBA Digital, and NCAA.com; and licenses original programming to subscription-video-on-demand (SVOD) services, and its brands and characters for consumer products. This segment serves cable system operators, satellite service distributors, telephone companies, and other distributors. The Home Box Office segment provides premium pay and basic tier television services comprising HBO and Cinemax; and sells its original programming through DVDs, Blu-ray discs, and electronic sell-through, as well as licenses home entertainment and content to international television networks and SVOD services. As of December 31, 2014, this segment had approximately 46 million subscribers worldwide. The Warner Bros. segment produces, distributes, and licenses television programming and feature films; distributes digital and physical home entertainment products; and produces and distributes videogames, as well as licenses consumer products and brands. Time Warner Inc. is headquartered in New York, New York.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $67.87 1yr Target $94.03 Analysts 30 Dividend $1.40 Payout Ratio 33.25% 1yr Cap Gain 38.54% Yield 2.06% 1yr Tot Return 40.60% | EPS (ttm) $4.21 EPS next yr $5.72 EPS next 5yr 17.73% 1yr Potential $101.41 P/E 16.12 PEG 0.91 Beta 1.42 Market Cap $55.35 Bil Revenues $28.24 Bil Earnings $3.58 Bil Profit Margin 12.67% | 1yr EarnGR 10.71% 3yr EarnGR 16.81% 5yr EarnGR 15.95% 1yr DivGR 13.63% 3yr DivGR 11.45% 5yr DivGR 19.63% Quick Ratio 1.30 Current Ratio 1.50 Debt/Equity 0.99 ROA 5.70% ROE 14.80% |
4. Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, electrical distribution systems, and related components primarily to automotive original equipment manufacturers worldwide. It operates through two segments, Seating and Electrical. The Seating segment provides seats and related components, such as seat structures and mechanisms, seat trim covers, seat foam, headrests, seat frames, recliner mechanisms, and seat tracks primarily for automobiles and light trucks, compact cars, and sport utility vehicles. The Electrical segment provides electrical distribution systems and components for traditional powertrain vehicles, as well as for hybrid and electric vehicles. This segment’s products include wiring harnesses, terminals and connectors, junction boxes, battery chargers, electronic control modules, and wireless control devices; passive entry systems, remote keyless entry, and dual range/dual function remote keyless entry systems; lighting control modules; LED lighting control systems for the vehicle interior and exterior; and amplifiers and vehicle sound systems. Lear Corporation was founded in 1917 and is headquartered in Southfield, Michigan.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $106.55 1yr Target $126.50 Analysts 14 Dividend $1.00 Payout Ratio 10.92% 1yr Cap Gain 18.72% Yield 0.93% 1yr Tot Return 19.65% | EPS (ttm) $9.15 EPS next yr $11.27 EPS next 5yr 15.39% 1yr Potential $173.44 P/E 11.64 PEG 0.76 Beta 1.12 Market Cap $8.17 Bil Revenues $17.94 Bil Earnings $731.10 Mil Profit Margin 4.07% | 1yr EarnGR 64.92% 3yr EarnGR 17.25% 5yr EarnGR -4.65% 1yr DivGR 17.64% 3yr DivGR 28.97% 5yr DivGR --- Quick Ratio 1.10 Current Ratio 1.40 Debt/Equity 0.68 ROA 7.80% ROE 24.90% |
5. Owens Corning produces and sells glass fiber reinforcements and other materials for composite systems; and residential and commercial building materials worldwide. It operates in three segments: Composites, Insulation, and Roofing. The Composites segment manufactures, fabricates, and sells glass reinforcements in the form of fiber; and manufactures and sells glass fiber products in the form of fabrics, mat, veil, and other specialized products. Its products are used in pipe, roofing shingles, sporting goods, consumer electronics, telecommunications cables, boats, aircraft, defense, automotive, industrial containers, and wind-energy applications in the power and energy, housing, water distribution, industrial, transportation, consumer, and aerospace/military markets. The Insulation segment manufactures and sells fiberglass insulation into residential, commercial, industrial, and other markets for thermal and acoustical applications; and manufactures and sells glass fiber pipe insulation, flexible duct media, bonded and granulated mineral wool insulation, and foam insulation used in above- and below-grade construction applications. It sells its products primarily to the insulation installers, home centers, lumberyards, retailers, and distributors. The Roofing segment manufactures and sells residential roofing shingles and oxidized asphalt materials used in residential and commercial construction, and specialty applications. This segment sells its products through home centers, lumberyards, retailers, distributors, and contractors, as well as to roofing contractors and distributors for built-up roofing asphalt systems and to manufacturers various other industries, including automotive, chemical, rubber, and construction. The company was founded in 1938 and is headquartered in Toledo, Ohio.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $44.52 1yr Target $48.34 Analysts 16 Dividend $0.68 Payout Ratio 41.46% 1yr Cap Gain 8.58% Yield 1.52% 1yr Tot Return 10.10% | EPS (ttm) $1.64 EPS next yr $2.90 EPS next 5yr 28.10% 1yr Potential $81.49 P/E 27.15 PEG 0.97 Beta 1.86 Market Cap $5.23 Bil Revenues $5.26 Bil Earnings $194.00 Mil Profit Margin 3.68% | 1yr EarnGR 11.69% 3yr EarnGR -4.99% 5yr EarnGR 30.74% 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- Quick Ratio 1.30 Current Ratio 2.10 Debt/Equity 0.59 ROA 2.50% ROE 5.20% |
6. Thor Industries, Inc. designs, manufactures, and sells a range of recreational vehicles, and related parts and accessories primarily in the United States and Canada. It operates through two segments, Towable Recreational Vehicles and Motorized Recreational Vehicles. The company offers travel trailers under the trade names of Airstream International, Classic Limited, Sport, Flying Cloud, Land Yacht, and Eddie Bauer, as well as sells the Interstate and Autobahn Class B motorhomes; and conventional travel trailers and fifth wheels under the trade names, such as Sequoia, Cameo, Elevation, Cruiser, ReZerve, Sunset Trail, Zinger, Montana, Springdale, Hideout, Sprinter, Outback, Laredo, Alpine, Bullet, Fuzion, Raptor, Passport, Cougar, Coleman, Kodiak, Aspen Trail, Voltage, Landmark, Bighorn, Sundance, Elk Ridge, Trail Runner, Cyclone, Prowler, Wilderness, Shadow Cruiser, Fun Finder, Sportsmen, Vision, Spree, MXT, Venom, Durango, SportTrek, and Sonic. It also manufactures and sells luxury fifth wheels under the Redwood, Carriage, D Mobile Suites, and Fullhouse trade names; gasoline and diesel Class A and Class C motorhomes under the Four Winds, Hurricane, Windsport, Chateau, Challenger, Tuscany, Outlaw, Axis, Vegas, Palazzo, and A.C.E trade names; lightweight travel trailers and specialty products under the Camplite and Quicksilver trade names, as well as certain private label names; and equestrian recreational vehicle products with living quarters under the Premiere, Silverado, Ranger, Laredo, Trail Boss, and Trail Hand trade names. In addition, the company manufactures and sells aluminum extrusions and specialized component products to recreational vehicles and other manufacturers. It markets its recreational vehicles through independent dealers. Thor Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
(Summary) (Company) (Chart)
(Summary) (Company) (Chart)
| 27 September 2015 Price $51.64 1yr Target $65.43 Analysts 7 Dividend $1.08 Payout Ratio 28.87% 1yr Cap Gain 26.70% Yield 2.09% 1yr Tot Return 28.79% | EPS (ttm) $3.74 EPS next yr $4.46 EPS next 5yr 20.00% 1yr Potential $89.20 P/E 13.81 PEG 0.69 Beta 1.20 Market Cap $2.71 Bil Revenues $3.99 Bil Earnings $199.80 Mil Profit Margin 5.01% | 1yr EarnGR 11.64% 3yr EarnGR 18.08% 5yr EarnGR 12.55% 1yr DivGR 17.39% 3yr DivGR 21.40% 5yr DivGR 30.99% Quick Ratio 1.60 Current Ratio 2.20 Debt/Equity 0.00 ROA 13.50% ROE 19.40% |
RSS Feed
