Saturday, August 2, 2014

Top Quality Companies To Buy For 2014

When looking for the best dividend stocks, it's usually best to not chase the highest dividend. Looking for quality dividend stocks with decent yields is usually a better recipe for large overall returns. Capital appreciation combined with a dividend can produce outsized returns.

Here are my top two picks for big pharma dividend stocks.

An oldie, but goodie
Technically,�Johnson & Johnson (NYSE: JNJ  ) isn't a pure pharma since it also sells medical devices and consumer health products, but it's that diversity that makes it such a stable dividend stock.

The company has a history of raising its dividend for more than half a decade. In April, Johnson & Johnson announced an 8.2% increase of its dividend, the 51st�consecutive increase.

AbbVie (NYSE: ABT  ) is the only pure pharma in the Dividend Aristocrats club, which requires 25 consecutive years of dividend increases. The six-month-old company is in the index because it spun out of Abbott Labs (NYSE: ABT  ) , which was in the index before the split. Even Abbott technically cut its dividend because it lost a substantial amount of its cash flow from AbbVie's drug. Still, I think the S&P let them stay in the index�simply because there are so few health care companies in the Dividend Aristocrats.

Top Consumer Service Stocks To Own Right Now: ARIAD Pharmaceuticals Inc.(ARIA)

ARIAD Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of small-molecule drugs for the treatment of cancer. The company?s lead cancer product, ridaforolimus is being studied in multiple clinical trials in patients with various types of cancers, including metastatic sarcomas, breast cancer, endometrial cancer, prostate cancer, and non-small cell lung cancer. Its product pipeline also includes ponatinib, a pan BCR-ABL inhibitor in phase 2 clinical trial for applications in various hematological cancers and solid tumors; and AP26113, an anaplastic lymphoma kinase inhibitor in preclinical studies for the treatment of various cancers, including non-small cell lung cancer, lymphoma, and neuroblastoma. In addition, the company focuses on a drug discovery program centered on small-molecule therapies that are molecularly targeted to cell-signaling pathways implicated in cancer. Further, it licenses its ARGENT cell-sign aling regulation technologies to pharmaceutical and biotechnology companies to develop and commercialize therapeutic products, and to conduct drug discovery research. The company has collaboration and license agreements with Merck & Co., Inc. for the development, manufacture, and commercialization of ridaforolimus; and license agreements with Medinol Ltd. and ICON Medical Corp. to develop and commercialize stents and other medical devices to deliver ridaforolimus to prevent restenosis of injured vessels. ARIAD Pharmaceuticals, Inc. was founded in 1991 and is based in Cambridge, Massachusetts.

Advisors' Opinion:
  • [By Monica Gerson]

    Ariad Pharmaceuticals (NASDAQ: ARIA) surged 9.76% to $4.16 in the pre-market session. Sarissa Capital Management LP has taken a 6.22% stake in Ariad Pharmaceuticals.

  • [By Ben Levisohn]

    And save a spot in your hearts Tower Group International (TWGP), which dropped an S&P-1500 worst 41% after the insurer had to set aside far more cash to cover losses than investors had expected, and Ariad Pharmaceuticals (ARIA), which plunged 78% after the FDA halted one of its drug trials because the medicine in question was too dangerous. They serve as a reminder that no matter the shenanigans among politicians, fundamentals will almost always have the last say.

  • [By David Williamson]

    In the following video, Motley Fool health-care analyst David Williamson discusses Ariad Pharmaceuticals (NASDAQ: ARIA  ) , as the company's stock reverses direction today, up 3% following yesterday's tumble. He notes the results of a boutique institutional research survey that found Ariad's new drug Iclusig to have toxicity concerns, and even more negative information coming from the FDA, citing blood clots and liver toxicity. David tells investors what the potential for this drug is, and whether it has a shot at success on the market despite these safety concerns.

  • [By Jake L'Ecuyer]

    Ariad Pharmaceuticals (NASDAQ: ARIA) shot up 3.19 percent to $7.04. ARIAD will present at the JP Morgan Healthcare Conference on January 14 at 6:00 PM ET.

Top Quality Companies To Buy For 2014: Navios Maritime Holdings Inc. (NM)

Navios Maritime Holdings Inc. operates as a seaborne shipping and logistics company. It focuses on the transportation and transshipment of dry bulk commodities, including iron ore, coal, fertilizers, and grains. The company controls a fleet of 31 owned vessels and 26 chartered-in vessels totaling 5.8 million dwt. Its owned fleet comprises 14 Ultra Handymax, 11 Capesize, 1 Handysize, and 3 Panamax vessels, as well as 2 Panamax vessels under construction; and chartered-in vessels consists of 8 Capesize, 11 Panamax, 1 Handysize, and 6 Ultra Handymax vessels under long-term time charters. The company also engages in port terminal, river barge, and coastal cabotage operations; and charters its vessels under medium to long-term charters to trading houses, producers, and government-owned entities. In addition, it engages in operating ports and transfer station terminals; and handles vessels, barges, and push boats, as well as operates upriver transport facilities in the Hidrovia region. Further, the company engages in the transportation and handling of liquid cargoes through the ownership, operation, and trading of tanker vessels. It has operations primarily in North America, Europe, Asia, and South America. The company is headquartered in Piraeus, Greece.

Advisors' Opinion:
  • [By Nickey Friedman]

    Navios Maritime Holdings (NYSE: NM  ) has two operating segments: shipping and logistics. Analysts have already begun to raise their profit estimates for 2014, currently at $0.11 EPS up from $0.01 a week ago. Expect that number to continue to rise dramatically. Navios pays a $0.06 per share quarterly dividend and trades around 40% below its book value. It used to trade as high as $17 back in 2007.

Top Quality Companies To Buy For 2014: Continental AG (CON)

Continental AG is a Germany-based holding company and automotive industry supplier. It operates two business groups: Automotive Group and Rubber Group. The Automotive Group is divided into Chassis & Safety division, Powertrain division and Interior division. The Chassis & Safety division focuses on the areas of networked driving safety, brakes, driver assistance, chassis, active and passive safety and sensor technology for the avoidance of accidents and injury. The Powertrain division specializes in the powertrain solutions. The Interior division focuses on information, communication and networking solutions. The Rubber Group is divided into Tire division and ContiTech divisions. The Tire division comprises Passenger and Light Truck Tires, including tires for motorcycles. The ContiTech division develops and manufactures functional parts, components and systems for the automotive industry. In February 2014, it acquired Veyance Technologies Inc. Advisors' Opinion:
  • [By Jonathan Morgan]

    Volkswagen, Europe�� biggest automaker, gained 3.7 percent to 168.40 euros. Daimler AG, the third-biggest luxury-vehicle maker, rose 3.9 percent to 49 euros, its highest price since August 2011. Continental AG (CON), Europe�� second-largest auto-parts maker, added 3 percent to 100.30 euros. A measure of carmakers posted the best performance of the 19 industry groups on the Stoxx Europe 600 Index.

Top Quality Companies To Buy For 2014: Discovery Minerals Ltd (DSCR)

Discovery Minerals Ltd., formerly Dhanoa Minerals Ltd., incorporated on July 11, 2005, is an exploration-stage company. The Company�� principal business is the acquisition and exploration of menial resources located in the United States, Central and South America. The Company operates in only one business segment, namely natural resource exploration, mining and recovery.

The Company does not own any properties that contain mineral reserves that are economically recoverable. The Company's projects include Turquoise Mountain Project and Yukon Mining Project.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap mining stocks Discovery Minerals Ltd (OTCMKTS: DSCR), Zinco Do Brasil Inc (OTCMKTS: ZNBR) and Amalgamated Gold and Silver Inc (OTCMKTS: BCHS) have been getting some extra attention lately as one stock surged last Friday while the other two are or have been in the past, the subject of paid promotions. It goes without saying though that small cap mining stocks tend to be riskier than your average stock. But do these three small cap mining stocks have what it takes to produce a mother lode for investors? Here is a deeper dig into all three:

    Discovery Minerals Ltd (OTCMKTS: DSCR) Is Branching Out Into Mining Apps

    Small cap Discovery Minerals Ltd is a production stage company formed to acquire and develop natural resource properties. Activities include gold, precious metals and petroleum minerals, including rare earth minerals production and sales. In addition, the company has initiated a new program to evaluate undervalued assets, including clean tech and alternative energy investments, for potential addition to its portfolio. On Friday, Discovery Minerals Ltd surged 25% to $0.001 for a market cap of $1.66 million plus DSCR is down 73% over the past year and down 97.1% over the past five years according to Google Finance.

Top Quality Companies To Buy For 2014: Uranium Resources Inc.(URRE)

Uranium Resources, Inc. engages in the acquisition, exploration, development, and mining of uranium properties, using the in situ recovery or solution mining process. It owns developed and undeveloped uranium properties in South Texas; and undeveloped uranium properties in New Mexico. The company?s primary customers include utilities who utilize nuclear power to generate electricity. Uranium Resources, Inc. was founded in 1977 and is based in Lewisville, Texas.

Advisors' Opinion:
  • [By Bryan Murphy]

    If you listened to my bullish calls from December 27th and/or February 24th about Uranerz Energy Corp. (NYSEMKT:URZ), Uranium Resources, Inc. (NASDAQ:URRE), and Ur-Energy Inc. (NYSEMKT:URG), then congratulations - you're now up as much as 50%, depending on when you stepped into a trade, and which stock you chose. Now get out. See, as well as URZ and URG have done and are doing (URRE not so much), it looks like the short-term rally I first spotted a little more than a couple of months ago has fully run its course, and now these names are setting up a pullback.

Top Quality Companies To Buy For 2014: MICROS Systems Inc (MCRS)

MICROS Systems, Inc. (MICROS), incorporated on September 8, 1977, is a global designer, manufacturer, marketer, and servicer of enterprise information solutions for the global hospitality and retail industries. The Company operates in two segments: the United States/Canada and International. The retail industry consists of retail operations selling directly to consumers, including retailers of clothing, shoes, food, hardware, jewelry, and other specialty items. Its enterprise information solutions consists three areas: hotel information systems, restaurant information systems and retail information systems. In addition to its software enterprise solutions and hardware products, it offers a range of services and other products for its hotel, restaurant and retail information systems. The hotel information systems consist of software, encompassing property based management systems (PMS), related property-specific modules and applications, and central systems, including central reservation systems (CRS). The restaurant information systems consist of hardware and software for point-of-sale (POS) and operational applications, a range of back office applications, including inventory, labor and financial management, and centrally hosted enterprise applications. The retail information systems consist of hardware and software encompassing POS, loss prevention, Web commerce applications, business analytics, customer gift cards, electronic payments and enterprise applications. Its retail solutions are provided through its MICROS-Retail group of subsidiaries, which includes Datavantage, CommercialWare, Advance Retail Systems (Mexico), MICROS Retail and Manufacturing Ltd. (United Kingdom), eOne, Fry, Fortech (Italy), MICROS eCommerce EAME (London), and MICROS Retail Austria GmbH. On May 31, 2012, MICROS acquired Torex Retail Holdings, Ltd. of Dunstable, England (Torex).

Hotel Information Systems

For the hotel and resort industry, the Company develops, distributes, and supports a range of ! hotel software products and services under the OPERA brand name. Its OPERA suite includes PMS, sales and catering, CRS, customer information system, revenue management, sales support, data mining, financial statements, condominium reservations and accounting, golf reservations, spa management, and quality management. It also offers a range for OPERA, which enables guest check-in and check-out, and other interactive features, through a kiosk.

The PMS software provides for hotel room check-in and checkout, reservations, guest accounting, travel agent accounting, and engineering management. The PMS software also interfaces to central reservation systems, to on-line travel services, and to global distribution systems. The OPERA sales and catering software enables hotel sales staff to evaluate, reserve and invoice meetings, banquets and related events for a property. The OPERA CRS software enables hotels to coordinate, process, track, and analyze hotel room reservations at a central facility for electronic distribution to the appropriate lodging site. The OPERA revenue management software enables hotels to manage room rates, occupancy, and the mix of business between corporate and transient customers. It also offers an Internet-based hotel reservation service through its myfidelio.net service. This service enables corporations, tourist representation services, and consumers to reserve rooms and manage reservations directly with designated hotels. This service also enables those hotel properties without internal reservation capabilities to outsource to us the maintenance of their connectivity to the global distribution systems and certain alternative distribution systems. The Company offers limited versions of the OPERA property management system called OPERA Xpress, OPERA Lite, and Operetta. As of June 30, 2012, approximately 20,200 hotel sites have installed either OPERA, OPERA Xpress PMS, OPERA Lite, or Operetta.

OPERA runs on two operating systems: Microsoft Windows (Server and X! P) and IB! M AIX, and uses an Oracle database. It offers hosting services for hotel customers in various data centers globally (including Ashburn and Manassas, Virginia; Buenos Aires, Argentina; Frankfurt, Germany, and Singapore) with the OPERA applications accessed through Internet or high speed connections. In addition to OPERA, it supports a range of hotel software products (PMS and other modules) under the Fidelio Version 7.0 brand name. Fidelio Version 7.0 uses the Microsoft Windows graphical user interface and runs on an Oracle database. As of June 30, 2012, approximately 2,875 hotels were using Fidelio Version 7.0. The Company also markets a PMS product in Europe under the brand name Fidelio Version 8. This product uses the Windows operating system with an Oracle database. As of June 30, 2012, the product was installed in over 3,750 hotel sites.

Through the Company�� subsidiary Fidelio Cruise, it markets the Ships Property Management System (SPMS) suite of applications, which includes a PMS product designed for use by the cruise industry. The SPMS application enables cruise operators to manage passenger, visitor, group, and crew information at various stages from check-in to check-out, invoicing, credit card handling with online functionality, safety and security, and automated check-in with picture taking for passengers, crew, and visitors. The software maintains the count of passengers and staff on-board, as required by international industry regulations. In addition SPMS modules support the operation of on-board health spas, on-board MICROS point-of-sale systems, on-board business centers, on-board medical centers, and on-board casinos, as well as shore excursions. It also markets Fidelio Cruise Crew Management System, which supports the shore side and shipboard crew resource operations for a cruise ship, and the Fidelio Cruise Fleet Management System, which enables fleet-wide data analysis for cruise ship operators. Fidelio Cruise software is installed on approximately 220 cruise ships.

Restaurant Information Systems

The Company�� restaurant systems include POS applications, kitchen product applications, mobile applications, marketing applications, and hardware. Its front-of-house restaurant products operate on either industry standard personal computers (PCs) or terminals that have additional functionality and design appropriate for food service environments. The workstations the Company has designed, and which it markets and sells, are the Workstation 5A and 2015 PC Workstation. It also integrates other hardware devices into its complete product offerings.

Workstation 5A is a PC based POS terminal using Microsoft�� Embedded CE 6.0 and POSReady 2009 operating systems. The MICROS 2015 PC Workstation is a POS terminal designed to operate its restaurant applications and other third party PC-based software applications. The product uses Intel chip architecture. It can be configured to accommodate memory and storage requirements. The product supports Microsoft operating systems and Linux.

The Protege Customer Display System and MICROS Order Confirmation Systems are designed for the quick service restaurant market, and provide information to a restaurant�� customers regarding their order. The Protege Customer Display System is connected to a MICROS Workstation. It is a Microsoft Windows CE client equipped with a touchscreen allowing for interactive use. The MICROS Order Confirmation System is also a Microsoft Windows CE client, and provides order detail through a remote 15 inches daylight viewable display. It also markets a product named the Keyboard Workstation 270. This product enables orders to be entered through the MICROS Simphony and 9700 HMS through a workstation with a keyboard interface in lieu of a touchscreen. The Keyboard Workstation is used in institutional food service environments, convention centers, and sports complexes. Through its JTECH subsidiary, it offers pagers, wireless systems, alert software, and related products for! use in r! estaurants, retail, medical, and other environments.

The Company resells various other hardware products, including personal computers, servers, printers, network cards, and other related computer equipment. The Company�� restaurant POS software systems are Simphony, the MICROS Restaurant Enterprise Series (3700 POS) system, the MICROS 9700 Hospitality Management System (HMS), Hospitality Solution�� Profit Series, and the MICROS e7 Series. These systems provide transaction control for table service, quick service and food service and entertainment venues. Its design architecture enables existing users of MICROS POS products to access third party software applications in conjunction with their existing MICROS POS systems. In addition, MICROS restaurant information system products interface with back office accounting and property management systems, including its hotel PMS products.

The Simphony software solution is designed to be an all-inclusive software application for use by table service restaurants, quick service restaurants, and enterprise operations. It is capable of operating at single site venues, such as airport and other travel-related food service concessions, casinos, theme parks, and resorts as well multi-unit quick service and table service restaurant operations. The enterprise Simphony database is supported either by Microsoft SQL Server or Oracle. As of June 30, 2012, MICROS has installed over 9,300 sites with Simphony, and hosts approximately 800 of those sites.

The MICROS 9700 HMS is designed for leisure and entertainment venues, which include resorts, casinos, airport and other travel-related food service concessions, stadiums/arenas, theme parks, table service and quick service restaurants in hotels, and restaurants. The MICROS 3700 POS is designed for table service and quick service restaurants. It has an open systems architecture using the Microsoft�� Windows operating system and a Sybase relational database, and can run on standard PCs! or works! tations. It uses a color touch screen with a Microsoft Windows based graphical user interface.

The Company markets a range of back office and operation focused software solutions, which extend beyond point-of-sale. The suite is called the MICROS Restaurant Enterprise Series (RES). The MICROS RES software solutions include point-of-sale transaction control, restaurant operations, data analysis, and communications. The POS software comprises the front-end application for the RES system. The restaurant operations modules include inventory, product forecasting, labor management, financial management, gift cards, customer loyalty and enterprise data management. Other components include Mobile MICROS and MICROS RES Kiosk, which enables customer information and self-ordering on third-party kiosks or directly through the use of smart phones and tablets.

For management of multiple restaurants, MICROS RES includes a range of software products called Enterprise Management. This suite enables data to be transmitted to a remote site for data collection and analysis. In addition, pricing and menu changes can be made from a remote site and downloaded to specified restaurant locations. It also markets a POS system called MICROS e7. This product runs on the MICROS Workstation 5 and 5A series and uses the Microsoft Windows CE Operating system. The Company markets an Internet-based portal product called mymicros.net. The mymicros.net product posts restaurant transaction POS detail to a centralized data warehouse in near real time. This product enables the customer to view reports and charts for a single site, a group of restaurants, or the entire enterprise from any location that has an Internet connection. In addition, mymicros.net incorporates additional products for inventory management, labor scheduling and control, gift cards, loyalty cards and other marketing programs. The mymicros.net software product can either be purchased through a perpetual use license or by an annual or multi-year so! ftware-as! -a-service (SaaS) subscription contract. It hosts mymicros.net, Simphony, and other hosted POS-related applications in the same data centers where it offers hosting services for its OPERA PMS. As of June 30, 2012, it hosted applications supporting over 29,000 restaurants.

Retail Information Systems

Through the Company�� MICROS-Retail group of subsidiaries (MICROS-Retail), it markets retail store software systems, direct commerce solutions and business intelligence applications. The retail store software systems are called Store21 Store Management System (Store21), Tradewind Store Management System (Tradewind) and Xstore Store Management System (Xstore). Store21 is a POS product designed for specialty retailers. The products operate on Microsoft�� Windows NT and 2000 and 2003 operating systems and use a Sybase database. Both products can be integrated with the retailer�� back office systems, and it also offers additional back office, communications, and reporting modules for use with Tradewind and Store21.

Xstore is the Company�� retail POS software system. It is a full service oriented architecture (SOA) compliant architecture. It runs on the Sun Microsystems Java operating system, and its architecture enables it to be integrated to both Windows and Linux-based back office systems. It can operate on any Java compatible operating system and database. Like Store21 and Tradewind, its predecessor products, Xstore is a front-end POS software system. Xstore is designed to run in a Windows or a Linux environment, while Store21 and Tradewind, as designed, can operate only in a Windows environment.

The Company offers the MICROS-Retail Home Office Business Intelligence Suite for retail stores, which includes loss prevention (marketed under the trade name XBR), customer relationship management, gift cards (marketed under the trade name Relate), and audit control (marketed under the trade name Balance). It also offers XBR to its restaurant customers throug! h MICROS ! provided centrally hosted or self-hosted environment. MICROS-Retail also offers in-store mobile solutions with Apple Corporation�� iPod Touch, iPhone and iPad systems. These solutions enable the store associate to ring up sales, handle inventory and service customers using the mobile devices. MICROS-Retail offers an eCommerce platform with features, marketed under the trade name Open Commerce Platform, as well as creative and design services to help customers create custom Websites.

MICROS-Retail offers order management and order broker software and services (marketed under the trade names CW Serenade and Locate, respectively), which enable a retailer to manage customer purchase transactions through multiple sources, including a store, the Internet, catalog phone-in orders, call centers, kiosks, and wireless devices. MICROS-Retail develops, supports, and distributes software solutions, which provides for collaborative end-to-end product and supplier lifecycle management and ingredient legal compliance tracking under the names Creations and myCreations. Creations and myCreations customers include accounts, such as Tesco, Sainsbury��, Wm Morrison, Sobeys, H.E. Butt, Metro, Kodak, Bodyshop and Booker.

The Company provides a range of services to its customers, including system installation, operator and manager training, on-site hardware maintenance, customized software development, application software support and credit card software support. During the fiscal year ended June 30, 2012 (fiscal 2012), service revenue constituted approximately 65.6% of its total revenue. Maintenance service contracts include on-site and depot hardware maintenance, application software support, credit card software support, and software hosting. The Company provides on-site hardware maintenance and software support through a combination of direct and indirect channels. The on-site hardware maintenance is provided to customers using MICROS POS hardware and software systems. It also operates other! more lim! ited help desk operations, including Fidelio Cruise support desks in Hamburg, Germany and Fort Lauderdale, Florida, the JTECH help desk in Boca Raton, Florida, and a help desk in Scottsdale, Arizona for certain legacy POS products. Its corporate customer support center in Columbia, Maryland provides back-up support for its regional centers in Buenos Aires, Singapore, and Galway, and its research and development operation in Naples, Florida, provides support for its hotel software products. The regional support centers also provide back-up support and guidance for local and in-country support providers.

The Company operates data centers in Ashburn and Manassas, Virginia, Buenos Aires, Chicago, Frankfurt, Nottingham, England, and Singapore in conjunction with third-party vendors to serve as hosting centers for customers deploying its hosted and application service products. It offers Website design and portal management services, for the retail industry. These include the development and management a customer�� Website for ordering, sales promotion, and marketing. It also offers Web based marketing services to hotels, restaurants and retail companies.

The Company competes with NCR, Panasonic, Par Technology, Sharp, Agilysys, Positouch, Xpient Solutions, Casio, Dell, HP, IBM, Toshiba, Multi-Systems, Newmarket, Northwind, Par Technology, Protel, Softbrands, Pegasus, Trust International/TravelPort, Vantis, Sabre, TravelClick, Epicor, Escalate Retail, JDA Software, Oracle, SAP, DemandWare and eBay.

Advisors' Opinion:
  • [By Garrett Cook]

    Oracle (NYSE: ORCL) announced its plans to buy Micros Systems (NASDAQ: MCRS) in a $5.3 billion deal.

    The offer price of $68 per share represents a 3.4% premium over Micros' closing price on Friday.

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