Here’s five companies that you’ve probably never heard of, but that’s not their fault. Each one of these companies has been profitable this year and is estimated to be profitable not only for next year but for the next five years too. They also all pay a dividend in excess of two percent and they’re all above their fifty day moving average. Finally they each have a PEG ratio less than one. So why doesn't everyone know about them?
These are the five companies. This is not intended to be a list of stock recommendations, but it is a list of companies that should be considered by every investor. They each have the potential to be candidates for anyone's portfolio.
For investors that have the time, these companies are well worth the time and effort to investigate them further. They are all on my personal watch list and I own stock in at least one of them. I also expect that before long several of the other companies listed will be included in my portfolio.
These are the five companies. This is not intended to be a list of stock recommendations, but it is a list of companies that should be considered by every investor. They each have the potential to be candidates for anyone's portfolio.
- The Macquarie Infrastructure Company is composed of Airport Services, Bulk Liquid Terminals, Gas Production and Distribution Services, and Contracted Power and Energy businesses.
- Tallgrass Energy Partners is composed of Tallgrass Interstate Gas Transmission LLC, Tallgrass Midstream LLC, BNN Energy, Trailblazer Pipeline Company, and the Tallgrass Pony Express Pipeline LLC.
- Delek Logistics Partners was formed to own and manage the midstream operations of DK Energy and is composed of the Tyler Tank Farm and Product Terminal, the Hopewell Pipeline, the North Little Rock Terminal, the El Dorado Tank Farm Product Terminal and the Mount Pleasant System.
- HCI Group, Inc. owns subsidiaries engaged in diverse, yet complementary business activities, including homeowners’ insurance, reinsurance, real estate and information technology services. The company’s largest subsidiary, Homeowners Choice Property & Casualty Insurance Company, Inc., is a leading provider of property and casualty insurance in the state of Florida.
- JMP Group is a full-service investment banking and asset management firm that provides investment banking, sales and trading, and equity research services to corporate and institutional clients and alternative asset management products to institutional and high-net-worth investors.
For investors that have the time, these companies are well worth the time and effort to investigate them further. They are all on my personal watch list and I own stock in at least one of them. I also expect that before long several of the other companies listed will be included in my portfolio.
Macquarie Infrastructure Company LLC (MIC), through its subsidiaries, owns, operates, and invests in infrastructure businesses that provide services to businesses and individuals primarily in the United States. The company offers bulk liquid storage and handling services for petroleum products, various chemicals, renewable fuels, and vegetable and animal oils at 10 marine terminals in the United States and 2 in Canada; and environmental emergency responses, industrial services, and waste transportation and disposal services. It also processes and distributes synthetic natural gas to its utility customers in Oahu; and distributes liquefied petroleum gas to utility and non-utility customers in Oahu, Hawaii, Maui, Kauai, Molokai, and Lanai. In addition, the company offers fueling and fuel-related services, aircraft parking, and hangar services to owners/operators of jet aircraft primarily in the general aviation, commercial, military, freight, and government aviation sectors at 63 airports in the United States. Further, it has interests in five contracted solar photovoltaic power generation facilities located in the southwest United States; and produces and distributes chilled water through a closed loop of underground piping for use in the air conditioning systems of large commercial, retail, and residential buildings, as well as hot water to customers. Macquarie Infrastructure Company LLC was founded in 2004 and is headquartered in New York, New York. (Daily Chart)
| 1 February 2015 Price $71.46 1yr Target $80.86 Analysts 7 1yr Cap Gain 13.15% Dividend $3.92 Yield 5.48% 1yr Est Tot Return 18.63% 1yr DivGR 54.91% 2yr DivGR 25.49% 3yr DivGR 83.56% P/E 4.89 PEG 0.09 | Market Cap $5.07 Bil Beta 1.19 EPS (ttm) $14.60 Payout Ratio 26.84% EPS next yr $2.01 Forward P/E 35.64 Debt/Equity 0.75 ROA 30.50% ROE 72.50% ROI 1.20% Sales $1.21 Bil Income $1.04 Bil Profit Margin 85.95% |
Tallgrass Energy Partners, LP (TEP) acquires, owns, develops, and operates various midstream energy assets in North America. The company operates in two segments, Gas Transportation and Storage, and Processing. The Gas Transportation and Storage segment owns and operates natural gas pipelines and integrated natural gas storage facilities with approximately 4,645 miles of transportation pipelines in Wyoming, Colorado, Kansas, Missouri, and Nebraska. This segment provides services primarily to third-party local distribution companies, industrial users, and other shippers. The Processing segment owns and operates natural gas processing, treatment, and fractionation facilities that produces natural gas liquids and residue gases, which are sold in local wholesale markets or delivered into pipelines for transportation to additional end markets. This segment serves retail propane dealers and oil refiners. Tallgrass Energy Partners, LP was founded in 2013 and is based in Overland Park, Kansas. (Daily Chart)
| 1 February 2015 Price $49.16 1yr Target $52.60 Analysts 5 1yr Cap Gain 6.99% Dividend $1.94 Yield 3.94% 1yr Est Tot Return 10.93% 1yr DivGR 325.00% 2yr DivGR N/A 3yr DivGR N/A P/E 43.89 PEG 0.68 | Market Cap $2.45 Bil Beta UNK EPS (ttm) $1.12 Payout Ratio 173.21% EPS next yr $1.85 Forward P/E 26.54 Debt/Equity 0.55 ROA 3.00% ROE 5.50% ROI 2.10% Sales $342.80 Mil Income $47.90 Mil Profit Margin 13.97% |
Delek Logistics Partners, LP (DKL) owns and operates crude oil and refined products logistics and marketing assets in the United States. It operates through two segments: Pipelines and Transportation, and Wholesale Marketing and Terminalling. The Pipelines and Transportation segment primarily consists of assets that provide crude oil gathering and crude oil and refined products transportation, as well as crude oil, intermediates, and refined products storage services in support of Delek’s refining operations in Tyler, Texas and El Dorado, Arkansas, as well as provides crude oil transportation services to third parties. This segment operates approximately 400 miles of crude oil transportation pipelines, 48 miles of refined product pipelines, and approximately 600 miles of crude oil gathering and trunk lines with an aggregate of approximately 4.1 million barrels of active shell capacity. The Wholesale Marketing and Terminalling segment offers marketing, transporting, storing, and terminalling refined products and services to independent third parties. Delek Logistics GP, LLC serves as the general partner of Delek Logistics Partners, LP. Delek Logistics Partners, LP was founded in 2012 and is headquartered in Brentwood, Tennessee. (Daily Chart)
| 1 February 2015 Price $35.64 1yr Target $42.50 Analysts 6 1yr Cap Gain 19.24% Dividend $2.04 Yield 5.72% 1yr Est Tot Return 24.96% 1yr DivGR 20.13% 2yr DivGR N/A 3yr DivGR N/A P/E 14.37 PEG 0.95 | Market Cap $879.60 Mil Beta UNK EPS (ttm) $2.48 Payout Ratio 82.25% EPS next yr $3.43 Forward P/E 10.38 Debt/Equity 0.00 ROA 24.30% ROE 287.80% ROI 73.20% Sales $891.00 Mil Income $60.20 Mil Profit Margin 6.75% |
HCI Group, Inc. (HCI), through its subsidiaries, provides property and casualty insurance products in Florida. The company provides property and casualty homeowners’ insurance, condominium-owners’ insurance, tenants’ insurance, and dwelling fire insurance to individuals owning or occupying property, as well as offers reinsurance under the Claddaugh brand name. It also leases office or retail space; and owns and operates one full-service restaurant and two marinas. In addition, the company offers Exzeo, a Web-based application that enables integration between organizations, co-workers, and business partners, as well as enables users to manage projects through communication and collaboration with other participants in a real-time work environment. The company was formerly known as Homeowners Choice, Inc. and changed its name to HCI Group, Inc. in May 2013. HCI Group, Inc. was incorporated in 2006 and is headquartered in Tampa, Florida. (Daily Chart)
| 1 February 2015 Price $46.21 1yr Target $50.25 Analysts 4 1yr Cap Gain 8.74% Dividend $1.20 Yield 2.59% 1yr Est Tot Return 11.33% 1yr DivGR 5.26% 3yr DivGR 7.21% 5yr DivGR 24.08% P/E 8.46 PEG 0.34 | Market Cap $507.85 Mil Beta 1.23 EPS (ttm) $5.46 Payout Ratio 21.97% EPS next yr $5.52 Forward P/E 8.38 Debt/Equity 0.72 ROA 44.90% ROE 24.10% ROI N/A Sales $266.60 Mil Income $60.20 Mil Profit Margin 22.58% |
JMP Group Inc. (JMP), together with its subsidiaries, provides investment banking and asset management services in the United States. The company operates through Broker-Dealer, Asset Management, and Corporate Credit segments. The Broker-Dealer segment offers services, such as underwriting and acting as a placement agent for public and private capital markets raising transactions; and financial advisory services in mergers and acquisitions, restructuring, and other strategic transactions. This segment also provides institutional brokerage services and equity research services to institutional investor clients. The Asset Management segment is involved in the management of a range of pooled investment vehicles, including the hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations, small business loans, and various principal investments. JMP Group Inc. was incorporated in 2000 and is headquartered in San Francisco, California. (Daily Chart)
| 1 February 2015 Price $7.63 1yr Target $9.72 Analysts 3 1yr Cap Gain 27.39% Dividend $0.42 Yield 5.50% 1yr Est Tot Return 32.89% 1yr DivGR 57.14% 2yr DivGR 30.08% 3yr DivGR 29.71% P/E 15.26 PEG 0.85 | Market Cap $156.80 Mil Beta 1.76 EPS (ttm) $0.50 Payout Ratio 84.00% EPS next yr $0.84 Forward P/E 9.05 Debt/Equity 0.69 ROA 1.00% ROE 9.30% ROI 7.10% Sales $210.60 Mil Income $12.20 Mil Profit Margin 5.79% |
Print 
PDF
RSS Feed
