There’s been a lot of talk that investors are ready to shed their pessimistic views on airline stocks like Alaska Air (ALK) Delta Air Lines (DAL), United Continental Holdings (UAL) and American Airlines (AAL) and embrace them for the long term. The only problem: There’s no sign that they actually are.
Getty ImagesMutual funds own only 32% of ownership of US airline stocks like American Airlines, United� Continental, Delta Air Lines and Alaska Air, just two percentage points more than in 2009, according to�Wolfe Research’s Hunter Keay. Hedge funds, meanwhile, own just 16%, three percentage points higher than in 2009. That suggests that the “smart money” investors hasn’t been quick to embrace he “new” airlines, Keay says. He explains:
Although it may seem like it�� becoming more popular to invest in airlines, data would show that it�� not. Optimism appears confined to a small group. Multiples are still compressed and the prior stats indicate that there still isn�� a lot of long-term capital invested in the space. We also haven�� seen many major ��hale��investors like Warren Buffett put money to work. But Mr. Buffett was once skeptical of railroads, too, prior to his purchase of BNSF. Imagine what it would mean if he or another similar investor bought an airline?
10 Best Construction Material Stocks To Buy Right Now: Waddell & Reed Financial Inc. (WDR)
Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; underwrites and distributes registered open-end mutual fund portfolios; distributes business partners� variable annuity products, and retirement and life insurance products to advisors channel customers; sells life insurance and disability products underwritten by various carriers; and offers fee-based asset allocation investment advisory products to advisors channel customers. It distributes investment products through independent financial advisors, broker/dealers, registered investment advisors, and various retirement platforms; and markets investment a dvisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.
Advisors' Opinion:- [By Marc Bastow]
Investment services and shareholder services administrator Waddell & Reed (WDR) raised its quarterly dividend 21% to 34 cents per share, payable on Feb. 3 to shareholders of record as of Jan. 13.
WDR Dividend Yield: 2.2% - [By Rich Duprey]
Mutual fund complex�Waddell & Reed Financial� (NYSE: WDR ) announced today its third-quarter dividend of $0.28 per share, the same rate it's paid for the past two quarters after raising the payout 12% from $0.25 per share.
- [By Will Ashworth]
With the future of asset managers clearly in the hands of ETFs, iShares��formidable market share suggests that Larry Fink and company have more good years ahead. When it comes to large-cap asset managers I see BLK stock as your best bet in 2014.
Waddell & Reed (WDR)One of the oldest mutual fund companies in the U.S., Waddell & Reed (WDR) is still growing quarterly revenues and earnings by double digits. With $114 billion in assets under management, analysts expect WDR to report Q4 earnings of 78 cents on Feb. 4 — 28% higher year-over-year.
5 Best Warren Buffett Stocks To Invest In 2014: Planar Systems Inc.(PLNR)
Planar Systems, Inc., together with its subsidiaries, engages in developing, manufacturing, and marketing electronic display products and systems. The company provides customized, embedded, and ruggedized displays to original equipment manufacturers and other system suppliers; and active-matrix liquid crystal display panels for use in various applications and industries, including instrumentation, medical equipment, vehicle dashboards, indoor and outdoor digital signage, and military applications. It also offers liquid crystal display (LCD) video walls and rear-projection cube video walls for use in venue digital signage, as well as in various control room installations under the Clarity brand name. In addition, the company provides LCD based displays, including desktop monitors, touch displays, widescreen monitors, and front-projection equipment to the information technology market. Further, it offers home theater front-projection video systems, video processing equipment , large-format thin video displays, ?window wall? video applications, and accessories primarily to custom home installation dealers under the Runco brand name. Planar Systems, Inc. operates in the United States, the United Kingdom, Finland, Germany, Italy, France, Turkey, the United Arab Emirates, Kuwait, India, Taiwan, and China. The company was founded in 1983 and is headquartered in Beaverton, Oregon.
Advisors' Opinion:- [By Konrad Kuhn]
Founded in 1983, Planar Systems (PLNR) is a global leader in display and digital signage technology; retailers, educational institutions, government agencies, utilities, energy firms, and home theater enthusiasts all depend on Planar when image experience is the highest importance.
5 Best Warren Buffett Stocks To Invest In 2014: Diamond Offshore Drilling Inc. (DO)
Diamond Offshore Drilling, Inc. operates as an offshore oil and gas drilling contractor worldwide. It provides offshore drilling services in both the floater market, such as ultra-deepwater, deepwater, and mid-water; and in the non-floater and jack-up markets. The company operates a fleet of 44 offshore drilling rigs, consisting of 32 semisubmersibles, 7 jack-ups, and 5 dynamically positioned drillships, of which 4 are under construction. It serves independent oil and gas companies, and government-owned oil companies. The company was founded in 1989 and is headquartered in Houston, Texas. Diamond Offshore Drilling, Inc. is a subsidiary of Loews Corporation.
Advisors' Opinion:- [By Ben Levisohn]
Noble (NE), Transocean (RIG), Ensco (ESV), and Diamond Offshore (DO) are asking themselves that question. While�Transocean has 8 floaters stacked, they have not stacked a rig in over a year (sort of) ��that may soon change. More recently both Diamond Offshore (Q3) and Ensco (Q2) have taken write downs and starting the stacking/scrapping process.
- [By John Divine]
The S&P 500 Index (SNPINDEX: ^GSPC ) finished higher for a sixth time in the last seven days, reaching yet another all-time closing record on Monday. Six out of 10 sectors finished higher as manufacturing data in the U.S. and China reassured investors that the global economic recovery isn't in danger of ending anytime soon. Shareholders invested in Lorillard, (NYSE: LO ) , Diamond Offshore Drilling (NYSE: DO ) , and Transocean Ltd. (NYSE: RIG ) didn't get the memo, however, as each stock ended near the bottom of the S&P today.
- [By Ben Levisohn]
The overwhelming majority of Loews can be valued as the sum of its three largest subsidiary businesses that also have publicly trading stock: CNA Financial (CNA), Diamond Offshore (DO) and Boardwalk Pipeline�(BWP). The sum of these stakes is equivalent to 97.7% of the market capitalization of Loews. For almost ��ree,��imknvestors also get ownership of Boardwalk�� B shares and general partnership, a small national hotel chain, natural gas and oil E&P HighMount and the $4B in fungible assets on Loews�� corporate balance sheet…
5 Best Warren Buffett Stocks To Invest In 2014: Textura Corp (TXTR)
Textura Corporation, incorporated on September 27, 2007, is a provider of on-demand business collaboration software to the commercial construction industry. The Company�� solutions are focused on facilitating collaboration between owners/developers, general contractors and subcontractors. The Company offers PlanSwift, a take-off and estimating solution used in preparing construction bids, and Contractor Default Claims Management, which supports the process of documenting a subcontractor default insurance claim. Each of its collaboration solutions was designed from inception as a software-as-a-service (SaaS) solution with on-demand architecture. The Company collaboration solutions each use a single code base and it do not customize its solutions for any of the Company�� clients. In December 2013, Textura Corp closed its acquisition of LATISTA Technologies Inc, the provider of mobile-enabled solutions for construction project collaboration.
The Company�� collaboration solutions offer functionality, data sharing and exchange capabilities, and workflow tools that support several business processes at various stages of the construction project lifecycle, which include Construction Payment Management (CPM) enables the generation, collection, review and routing of invoices and the necessary supporting documentation and legal documents, and initiation of payment of invoices; Submittal Exchange enables the collection, review and routing of project documents; GradeBeam supports the process of obtaining construction bids, including identifying potential bidders, issuing invitations-to-bid and tracking bidding intent; Pre-Qualification Management (PQM) supports contractor risk assessment and qualification, and Greengrade facilitates the management of environmental certification processes. The Company�� on-demand business collaboration software solutions address the several challenges associated with the traditional paper-based and personnel-intensive manual approaches or with technology solut! ions not designed for collaborative processes, and support many of the trends occurring within the commercial construction industry.
Advisors' Opinion:- [By Evan Niu, CFA]
What: Shares of Textura (NYSE: TXTR ) have popped today after a slew of analysts initiated bullish coverage on the company.
So what: Textura went public in early June with an early pop, and four Street analysts have started the company off with outperform ratings. That includes William Blair, Oppenheimer, Credit Suisse, and Barrington Research, all of which are optimistic about Textura's prospects.
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