As we near the year end and investors start to look forward to 2013, the financial media start publishing their best stocks for 2013 lists. We see this every year at this time but we never compare the list or aggregate the stocks listed. I thought it would be interesting to compare best stocks across the list and determine the average ratings and average of dividend yields for each publisher. Here is a listing of the published best stock listing included in this discussion:
Best Consumer Stocks In 2013:Genuine Parts Company (GPC)
Genuine Parts Company distributes automotive replacement parts, industrial replacement parts, office products, and electrical/electronic materials in the United States, Puerto Rico, Canada, and Mexico. The company operates in four segments: Automotive Parts Group, Industrial Parts Group, Office Products Group, and Electrical/Electronic Materials Group. The Automotive Parts Group segment distributes automotive replacement parts for imported vehicles, trucks, SUVs, buses, motorcycles, recreational vehicles, farm vehicles, small engines, farm equipment, and heavy duty equipment. This segment also distributes accessory items used in the automotive aftermarket, such as repair shops, service stations, fleet operators, automobile and truck dealers, leasing companies, bus and truck lines, mass merchandisers, farms, industrial concerns, and individuals. It owns and operates automotive parts distribution centers and automotive parts stores under the NAPA name. The Industrial Parts Group segment distributes industrial replacement parts and related supplies, such as bearings, mechanical power transmission, industrial automation, hose, hydraulic and pneumatic components, industrial supplies, and material handling products. This segment serves various industries, including the food, forest products, primary metal, paper, mining, automotive, petrochemical, and pharmaceutical industries. The Office Products Group segment involves in the wholesale distribution of a line of office and other business related products that are used in the daily operation of businesses, schools, offices, and institutions. The Electrical/Electronic Materials Group segment distributes insulating and conductive materials, assembly tools, test equipment, and custom fabricated parts. This segment provides distribution services to original equipment manufacturers, motor repair shops, and assembly markets. The company was founded in 1928 and is headquartered in Atlanta, Georgia.Best Consumer Stocks In 2013:BorgWarner Inc. (BWA)
BorgWarner Inc. engages in the manufacture and sale of engineered automotive systems and components primarily for powertrain applications worldwide. The company?s Engine segment offers turbochargers, chain products, emissions systems, thermal systems, diesel cold start and gasoline ignition technology, and cabin heaters. It also manufactures electric air pumps, turbo actuators, and exhaust gas recirculation coolers, tubes, and valves for gasoline and diesel applications. This segment?s chain and chain systems include timing chain and timing drive systems, variable cam timing systems, crankshaft and camshaft sprockets, tensioners, guides, snubbers, front-wheel drive transmission chain and four-wheel drive chain, and chain systems for light and commercial vehicles. In addition, the Engine segment offers viscous fan drives and polymer fans; and electronic control units and sensor technology products. Its Drivetrain segment offers friction and mechanical products, such as dual clutch modules, friction clutch modules, friction plates, transmission bands, torque converter clutches, one-way clutches, and torsional vibration dampers. This segment also provides control products comprising electro-hydraulic solenoids for standard and high pressure hydraulic systems, transmission solenoid modules, and dual clutch control modules. In addition, it offers torque management products, including rear-wheel drive/all-wheel drive (AWD) transfer case systems, front-wheel drive/AWD electromagnetic coupling systems, and advanced products. The company sells its products to original equipment manufacturers of light vehicles, such as passenger cars, sport-utility and cross-over vehicles, vans, and light trucks; and commercial trucks, buses, and agricultural and off-highway vehicles, as well as to tier one vehicle systems suppliers and the aftermarket for light and commercial vehicles. BorgWarner Inc. was founded in 1987 and is headquartered in Auburn Hills, Michigan.Best Consumer Stocks In 2013:Lennar Corporation (LEN)
Lennar Corporation, together with its subsidiaries, operates as a home builder and provider of financial services in the United States. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, and multi-level residential buildings, as well as the purchase, development, and sale of residential land directly and through unconsolidated entities. Its financial services comprise providing mortgage financing, title insurance, and closing services for buyers of its homes and others. As of November 30, 2009, the company owned 82,703 homesites and had access through option contracts to an additional 21,173 homesites. It serves customers in Florida, Maryland, New Jersey, Virginia, Arizona, Colorado, Texas, California, Nevada, Illinois, Minnesota, New York, North Carolina, and South Carolina. Lennar Corporation was founded in 1954 and is based in Miami, Florida.Best Consumer Stocks In 2013:J & J Snack Foods Corp. (JJSF)
J&J Snack Foods Corp., together with its subsidiaries, manufactures nutritional snack foods, as well as distributes frozen beverages to the food service and retail supermarket industries in the United States, Mexico, and Canada. The company primarily offers soft pretzels, frozen juice treats, desserts, churros, and baked goods to snack bars and food stands in chain, department, discount, convenience, and warehouse club stores; malls and shopping centers; fast food outlets; stadiums and sports arenas; leisure and theme parks; movie theatres; and schools, colleges, and other institutions. It also provides bakery products, such as biscuits, fig and fruit bars, cookies, muffins, and donuts, as well as soft drinks and funnel cakes. J&J Snack Foods Corp. sells its soft pretzels primarily under SUPERPRETZEL, PRETZEL FILLERS, PRETZELFILS, GOURMET TWISTS, MR. TWISTER, SOFT PRETZEL BITES, SOFTSTIX, SOFT PRETZEL BUNS, HOT KNOTS, DUTCH TWIST, TEXAS TWIST, SANDWICH TWIST, CINNAPRETZEL, and SERIOUSLY TWISTED brand names; frozen juice treats and desserts under the LUIGI?S, FRUIT-A-FREEZE, WHOLE FRUIT, ICEE, BARQ?S, and MINUTE MAID brand names; churros under the LA CHURROS and TIO PEPE?S brand names; bakery products under the MRS. GOODCOOKIE, CAMDEN CREEK BAKERY, READI-BAKE, COUNTRY HOME, MARY B?S, DADDY RAY?S, and PRETZEL COOKIE brand names; frozen beverages under the ICEE, SLUSH PUPPIE, and ARCTIC BLAST brand names; and soft drinks and funnel cakes under the FUNNEL CAKE FACTORY brand name. The company markets its products through a network of food brokers and independent sales distributors, as well as through its direct sales force. As of September 26, 2009, it operated 4 stores. The company was founded in 1971 and is headquartered in Pennsauken, New Jersey.Best Consumer Stocks In 2013:Molson Coors Brewing Company (TAP)
Molson Coors Brewing Company brews, markets, sells, and distributes beer brands. It sells its products in Canada, under the Coors Light, Molson, Rickard's Red, Carling, Pilsner, Keystone Light, Creemore Springs, and Granville Island brands. The company also brews or distributes products under license from third parties, which include Heineken, Amstel Light, Murphy's, Asahi, Asahi Select, Miller Lite, Miller Genuine Draft, Miller Chill, Milwaukee's Best, Milwaukee's Best Dry, and Foster's. In addition, it imports, distributes, and markets the Corona, Coronita, Negra Modelo, and Pacifico brands, through a joint venture agreement with Grupo Modelo. Further, the company sells various brands in the United States, which include Coors Light, Miller Lite, Coors Banquet, Miller Genuine Draft, MGD 64, Miller Chill, Sparks, Miller High Life, Miller High Life Light, Keystone Light, Icehouse, Mickey's, Milwaukee's Best, Milwaukee's Best Light, Old English 800, Blue Moon, Henry Weinhard's, George Killian's Irish Red, Leinenkugel's, Peroni Nastro Azzurro, Pilsner Urquell, Grolsch, Coors Non-Alcoholic, and Sharp's. Additionally, it sells various brands in the United Kingdom comprising Carling, C2, Coors Light, Worthington's, White Shield, Caffrey's, Kasteel Cru, and Blue Moon, as well as various regional ale brands. The company also sells the Grolsch brands through a joint venture with Royal Grolsch N.V. and the Cobra brands through a joint venture called Cobra Beer Partnership Ltd.; and distributes brands sold under license, including Corona, Coronita, Negra Modelo, Pacfico, Singha, and Magners Draught Cider. In addition, it markets and sells Zima, Si'hai, Coors Gold, and Coors Extra brands to various international markets. The company was formerly known as Adolph Coors Company and changed its name to Molson Coors Brewing Company as a result of its merger with Molson Inc. in February 2005. Molson Coors Brewing Company was founded in 1873 and is headquartered in Denver, Colorado.Best Consumer Stocks In 2013:Carriage Services Inc. (CSV)
Carriage Services, Inc. provides death care services and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment offers various services to meet a family?s death care needs, including consultation, the removal and preparation of remains, the sale of caskets and related funeral merchandise, the use of funeral home facilities for visitation and services, and transportation services. As of December 31, 2010, it operated 147 funeral homes in 25 states. The Cemetery Operations segment provides interment services; the rights to interment in cemetery sites, including grave sites, mausoleum crypts, and niches; and related cemetery merchandise, such as memorials and vaults. This segment operated 33 cemeteries in 12 states. Carriage Services, Inc. also markets funeral and cemetery services and products on a preneed basis. Its preneed funeral or cemetery contracts enable families to establish, in advance, the type of service to be performed, the products to be used, and the cost of such products and services. The company was founded in 1991 and is headquartered in Houston, Texas.Best Consumer Stocks In 2013:McDonald's Corporation (MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.Advisors' Opinion:
By Quickel At 2012-1-11
McDonald's, is just such a solid stock with the combination of growth, safety and income. We believe that MCD should be headed to $110 this year, which will not be as strong as some of our other targets. Yet, we also will be picking up a solid 2.8% yield that is attractive. Further, MCD has done a great job dealing with currency issues and has not seen a slowdown despite issues in Eur! ope and China. We believe that MCD will continue to offer growth and value this year, and we like it to offset value and growth plays with income investing.
Entry: $99.58
Allocation: $2500
Target: $105, $110
By JON C. OGG At 2011-12-6
McDonald’s Corporation (NYSE: MCD) is at $85.08 and analysts have a consensus price target objective of $97.68. It carries a 2.9% dividend yield and the stock is down 5% from its 52-week high. McDonald’s trades at close to 6-times book value, but its return on equity is 37%. S&P carries an “A” local long-term rating on the Golden Arches. In the “you gotta eat somewhere” theory, McDonald’s seems to keep winning over and over and its shares and same-store s! ales kee p rising handily.
By Martin At 2011-11-21
The company is one of the world’s most recognized brands. The Golden Arches has locations all over the world. McDonald’s has managed to continually reinvent itself and its menu, and delivered strong shareholder returns in the process. However, it is lagging behind Yum! Brands (NYSE:YUM) in China, which is a key market for growth. While the 10-year dividend growth rate is at 26%, I expect distribution growth over the next decade to average 10%.
By Jeff Reeves At 2011-11-17
McDonald’s (NYSE:MCD) isn’t quite as dramatic as Apple when it comes to stock performance. The company has “only” doubled since 2007 and “only” tripled since 2005 — compared with 330% gains since 2007 and 900% gains since 2005 for Apple.
But you have to admit, those gains still are incredibly impressive — especially for a mammoth blue chip like McDonald’s that is dominant worldwide.
Also worth consideration is the fact that, since 2007, McDonald’s has paid dividends totaling $9.26 per share. Since McDonald’s stock was trading around $45 four years ago, that means on top of doubling your money via the share appreciation, you would have gotten back about 20% of your initial investment via dividends alone. Or if you reinvested those funds, you really could have supercharged your returns even more.
Looking forward, McDonald’s shows no signs of slowing down. It has surpassed analysts’ expectations in?four of its past five earnings reports, most recently with second-quarter numbers boasting a 15% increase in profits. While its revenue has risen at a modest 3.6% annual rate during the past five years, net income has surged at a 14.6% annual rate — proving MCD can maintain margins and grow profits even if sales don’t soar.
McDonald’s, like Apple, knows how to deliver small-cap gains despite its blue-chip size. That makes this pick a keeper.
By Louis Navellier At 2011-11-17
McDonald’s (NYSE:MCD) is a pioneer of the fast-food industry, operating restaurants in 100 countries. Furthermore, burgers seem recession-proof as MCD stock has soared 20% since the start of 2011.
By Nelson At 2011-10-28
McDonald’s Corporation (MCD), together with its subsidiaries, operates as a worldwide foodservice retailer. The company has raised distributions for 34 years in a row and yields 3.20%. The company is attractively valued at the moment at 17 times earnings.
By George Putn At 2011-10-17
McDonald’’s Corporation (NYSE: MCD), together with its subsidiaries, operates as a worldwide foodservice retailer. The company has raised dividends for 34 consecutive years and yields 3.10%.
By Richard Band At 2011-9-11
McDonald’s (NYSE: MCD) stands out as a particularly fine value by the “cash now” standard. After touching an all-time high in December, the stock has undergone a normal, healthy pullback, boosting Mickey D’s dividend yield to a respectable 3.2% — almost double the measly 1.8% thrown off by the S&P 500 index.
Why would you bother to buy the whole market via an index fund when MCD yields twice as much and has grown its earnings per share dramatically faster than the S&P (11.2% annually versus 6.9%) for the past 20 years?
I recently padded my own stake in MCD — it’s the largest single stock holding in my personal portfolio — and I encourage you to do the same. MCD has sweetened its payout 34 years in a row. Buy MCD at $77 or less.
By Jim Cramer At 2011-9-7
We've got the best performer in the Dow for the last five years taking it on the chin for a month's worth of disappointing growth numbers. That seems wrong to me, too harsh, but it will take a change in those monthly numbers to the positive to get this company back to its 52-week high of $80.94. I think that happens and the company surpasses that lofty level, but not by much because it won't shine when other, more cyclical companies attract more buyers. But not shining versus the bright suns out there doesn't mean disappointment. I just don't think it can reprise its 23% 2010 return. I do think that a 15% advance can occur and that's why I am using an $87 target. Like the profile of Coca Cola, cautious people want safety, dividend and growth and that will power the stock higher, especially when people recognize that the last month's weaker numbers were an aberration.
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